155 lines
8.4 KiB
ReStructuredText
155 lines
8.4 KiB
ReStructuredText
==================
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Salary attachments
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==================
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Salary attachments are portions of earnings taken directly out of a payslip for a specific purpose,
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whether voluntary or required.
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When the deduction is voluntary, they are typically considered *deductions*. When the deduction is
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court-ordered, or involuntary, it is sometimes referred to as a *wage garnishment*. In Odoo, these
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are all universally called, *salary attachments*.
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.. _payroll/salary-attachment/types:
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Salary attachment types
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=======================
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To view the currently configured salary attachment types, navigate to :menuselection:`Payroll app
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--> Configuration --> Salary Attachment Types`. The default salary attachment types are:
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:guilabel:`Attachment of Salary`, :guilabel:`Assignment of Salary`, and :guilabel:`Child Support`.
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Each salary attachment type displays the :guilabel:`Name` of the attachment type, the
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:guilabel:`Code` used when calculating payslips, a checkbox to indicate if there is :guilabel:`No
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End Date`, and whether it is :guilabel:`Country` specific (or universal).
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.. image:: salary_attachments/attachment-types.png
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:alt: The default salary attachment types.
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Create new salary attachment types
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----------------------------------
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.. danger::
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Upon installation of the **Payroll** application, the pre-configured default salary attachment
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types are linked to a variety of rules that are linked to various salary structures, as well as
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the installed :ref:`localization package <fiscal_localizations/packages>`.
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It is **not** recommended to alter or modify **any** of the preconfigured salary attachment
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types, especially if they have been previously used on payslips in the database. Doing so may
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affect various salary rules, and can prevent the creation of payslips.
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A new salary attachment type *can* be created, but this should only be done when absolutely
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necessary. All salary attachments can be associated with one of the three default salary
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attachment types.
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To make a new type of salary attachment, click the :guilabel:`New` button, and a blank
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:guilabel:`Salary Attachment Types` form loads. Enter the :guilabel:`Name` for the new salary
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attachment type in the corresponding field. Next, enter the :guilabel:`Code` used in the salary
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rules to compute payslips. Last, tick the :guilabel:`No End Date` checkbox if this salary attachment
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never expires.
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If in a multi-company database, with locations in multiple countries, a :guilabel:`Country` field
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also appears on the :guilabel:`Salary Attachment Types` form. Select the country the attachment
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applies to, or leave blank if it is universal.
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.. _payroll/salary-attachment/create:
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Create a salary attachment
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==========================
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All salary attachments must be configured separately for each employee, for each type of salary
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attachment. To view the currently configured salary attachments, navigate to :menuselection:`Payroll
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app --> Contracts --> Salary Attachments`.
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All salary attachments appear in a default list view, and displays the name of the
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:guilabel:`Employees`, :guilabel:`Description`, the salary attachment :guilabel:`Type`, the
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:guilabel:`Monthly Amount`, :guilabel:`Start Date`, and current :guilabel:`Status`.
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To create a new salary attachment, click the :guilabel:`New` button in the top-left corner, and a
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blank :guilabel:`Salary Attachment` form loads. Enter the following information on the form:
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- :guilabel:`Employees`: Using the drop-down menu, select the desired employees. Multiple employees
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can be listed in this field.
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- :guilabel:`Description`: Enter a short description of the salary attachment.
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- :guilabel:`Type`: Using the drop-down menu, select the specific :ref:`salary attachment type
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<payroll/salary-attachment/types>`.
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- :guilabel:`Start Date`: Using the calendar selector, select the date the salary attachment goes
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into effect.
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- :guilabel:`Estimated End Date`: This field is **not** modifiable, and **only** appears after the
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:guilabel:`Monthly Amount` field is populated. This field is the estimated date when the salary
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attachment will be completed. Today's date populates the field by default. Then, when the
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:guilabel:`Total Amount` field is populated, this date is updated.
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- :guilabel:`Document`: If any documentation is needed, such as a court order, click the
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:guilabel:`Upload your file` button, and a file explorer window loads. Select the desired document
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to attach it to the record. Only **one** document can be attached to a salary attachment.
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- :guilabel:`Monthly Amount`: Enter the amount taken out of each paycheck every month in this field.
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- :guilabel:`Total Amount`: This field **only** appears if the :ref:`salary attachment type
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<payroll/salary-attachment/types>` has no end date (the :guilabel:`No End Date` option is
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**not** ticked.)
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.. image:: salary_attachments/salary-attachment-form.png
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:alt: The salary attachment form with all fields filled out.
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Since the salary attachment form auto saves as the fields are populated, after making a salary
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attachment for an individual employee, there is no further action required.
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If creating salary attachments for multiple employees on a single salary attachment form, after the
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form is filled out, click the :guilabel:`Create Individual Attachments` button. This creates
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separate salary attachments for each of the employees listed in the :guilabel:`Employees` field.
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After the separate salary attachments have been created, the screen returns to the :guilabel:`Salary
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Attachment` dashboard, but with a :guilabel:`Description` filter, populated with the description
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filled in on the salary attachment form. All the salary attachments have a status of
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:guilabel:`Running`, since they are currently active. Clear the filter in the search box to view the
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default :guilabel:`Salary Attachment` dashboard in its entirety.
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Manage salary attachments
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=========================
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Salary attachments can have one of three statuses: *Running*, *Completed*, or *Canceled*. To view
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the current status of all salary attachments, navigate to :menuselection:`Payroll app --> Contracts
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--> Salary Attachments`.
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All salary attachments appear in the order they were configured. To view the salary attachments by
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a particular metric, such as the :guilabel:`Status`, or :guilabel:`Type`, click on the column title
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to sort by that specific column.
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Completed salary attachments
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----------------------------
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When a salary attachment is created, it has a status of :guilabel:`Running`. Once the salary
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attachment is finished (the *Total Amount* entered on the :ref:`salary attachment form
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<payroll/salary-attachment/create>` has been paid in full), the status automatically changes to
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*Completed*, and the employee no longer has the money taken out of future paychecks.
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If a salary attachment has been fulfilled, but has not automatically changed to *Completed*, the
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record can be manually updated. To change the status, open the *Salary Attachment* dashboard by
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navigating to :menuselection:`Payroll app --> Contracts --> Salary Attachments`.
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Click on the record to update, and the detailed :guilabel:`Salary Attachment` form loads. On the
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individual :guilabel:`Salary Attachment` record, click the :guilabel:`Mark as Completed` button in
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the upper-left corner, and the status changes to :guilabel:`Completed`.
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.. example::
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The following is an example of when a payroll manager may need to manually change a salary
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attachment from :guilabel:`Active` to :guilabel:`Cancelled`.
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Rose Smith has a salary attachment for a lawsuit settlement, where she is required to pay
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$3,000.00. A salary attachment is created that takes $250.00 a month out of Rose's paycheck, to
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go towards this settlement payment.
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After six months, Rose has paid $1,500.00 from her salary. She received a tax refund, and uses
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the money to pay off the remainder of the lawsuit settlement. After sending the relevant
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documentation to the payroll manager, showing the settlement has been paid in full, the payroll
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manager manually changes the status of her salary attachment to :guilabel:`Completed`.
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Cancel salary attachments
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-------------------------
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Any salary attachment can be cancelled at any time. To cancel a salary attachment, click on the
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individual attachment record from the main :guilabel:`Salary Attachment` dashboard to open the
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record. From the :guilabel:`Salary Attachment` record, click the :guilabel:`Cancel` button to cancel
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the salary attachment, and stop having the designated money taken out of future paychecks.
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.. seealso::
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:doc:`salary_attachment`
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