32ecbd0c5b
closes odoo/documentation#11180
X-original-commit: 34814984ec
Signed-off-by: Lara Martini (larm) <larm@odoo.com>
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4.6 KiB
ReStructuredText
81 lines
4.6 KiB
ReStructuredText
===================
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Work entry analysis
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===================
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The default *Work Entries Analysis* report provides an overview of the validated work entries for
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the current month. To view this report, navigate to :menuselection:`Payroll app --> Reporting -->
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Work Entry Analysis`.
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The work entries appear in a pivot table, with the default filters of :guilabel:`Current month:
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(Month)(Year)` and :guilabel:`Validated`. The various types of :doc:`work_entries` populate the
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rows, while the :guilabel:`Total` values populate the only visible column.
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To change the displayed information, click :icon:`fa-plus-square` :guilabel:`Total` above the main
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column, revealing a drop-down menu of available metrics. Click on one of the available groupings,
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and the data is further organized by that selected metric. The default options are :guilabel:`Work
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Entry Type`, :guilabel:`Employee`, and :guilabel:`Department`. If in a multi-company database, a
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:guilabel:`Company` option also appears.
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Work entry analysis comparison
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==============================
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It is possible to compare the work entries from one time period to a previous time period. To view
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this comparison, first navigate to :menuselection:`Payroll app --> Reporting --> Work Entry
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Analysis`.
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Next, click the :icon:`fa-caret-down` :guilabel:`(down arrow)` icon in the search bar, revealing a
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drop-down menu. Under the :icon:`fa-adjust` :guilabel:`Comparison` section, click on either
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:guilabel:`Current Month: Previous Period` or :guilabel:`Current Month: Previous Year`.
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The report updates and displays the data for the current time period, data for the selected previous
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time period, as well as the :guilabel:`Variation` between the two, in a percentage.
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.. image:: work_entry_analysis/work-entry-comparison.png
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:alt: A pivot table comparing the work entries of the current month and the previous month.
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.. note::
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If no work entries for a specific :ref:`work entry type <payroll/work-entries>` are logged for
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the time period, it does **not** appear on the report. That does **not** mean the work entry type
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does not exist, or is not configured.
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Additionally, if the default :guilabel:`Current month: (Month)(Year)` filter is removed from the
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search bar, the :guilabel:`Comparison` column does **not** appear; there must be a time-frame
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selected to view the :guilabel:`Comparison` column.
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Use case: overtime report comparison
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====================================
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It is possible to alter the *Work Entries Analysis* report to show a comparison of only overtime
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work entries, grouped by employee, for a specific time period. To view this data, first navigate to
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the default *Work entry analysis* report by going to :menuselection:`Payroll app --> Reporting -->
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Work Entry Analysis`.
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Next, click the :icon:`fa-caret-down` :guilabel:`(down arrow)` icon in the search bar, revealing a
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drop-down menu. Under the :icon:`fa-filter` :guilabel:`Filters` column, click :guilabel:`Add Custom
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Filter`, and a :guilabel:`Add Custom Filter` pop-up window appears.
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Using the drop-down menu, select :guilabel:`Work Entry Type` for the first field, leave the middle
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field as-is (with :guilabel:`is in` populating the field), and select :guilabel:`Overtime Hours` for
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the last field. Click :guilabel:`Add`, and all other work entry types disappear, and
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:guilabel:`Overtime Hours` appear in the sole row.
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To compare overtime from the current month to the previous month, to see which month had more
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overtime logged, click the :icon:`fa-caret-down` :guilabel:`(down arrow)` icon again in the search
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bar. Under the :icon:`fa-adjust` :guilabel:`Comparison` section, click :guilabel:`Current Month:
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Previous Period`. Click away from the drop-down menu to close it.
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Now, the report displays the :guilabel:`Overtime Hours` for the current month and the previous
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month, along with the :guilabel:`Variation`, in a percentage.
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To view which employees received the most overtime, click :icon:`fa-plus-square` :guilabel:`Overtime
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Hours`, revealing a drop-down menu of options. Click :guilabel:`Employee`, and all employees with
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overtime work entries for either the current or previous month appears.
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In this example, it can be determined that :guilabel:`Marc Demo` worked the most overtime in
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:guilabel:`August 2024`, whereas :guilabel:`Beth Evans` worked the most overtime hours in
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:guilabel:`September 2024`. Additionally, :guilabel:`Mitchell Admin` had the largest variation
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change, with a :guilabel:`-100%` change from :guilabel:`August 2024` to :guilabel:`September 2024`.
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.. image:: work_entry_analysis/variation.png
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:alt: A pivot table comparing the overtime from September 2024 with August 2024.
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