9880 lines
379 KiB
Plaintext
9880 lines
379 KiB
Plaintext
# SOME DESCRIPTIVE TITLE.
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# Copyright (C) Odoo S.A.
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# This file is distributed under the same license as the Odoo package.
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# FIRST AUTHOR <EMAIL@ADDRESS>, YEAR.
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#
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# Translators:
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# Jolien De Paepe, 2024
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# Martin Trigaux, 2024
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# Wil Odoo, 2024
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# Manon Rondou, 2024
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# Erwin van der Ploeg <erwin@odooexperts.nl>, 2024
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# Tiffany Chang, 2025
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#
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#, fuzzy
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msgid ""
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msgstr ""
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"Project-Id-Version: Odoo 16.0\n"
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"Report-Msgid-Bugs-To: \n"
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"POT-Creation-Date: 2024-05-30 07:20+0000\n"
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"PO-Revision-Date: 2023-05-22 07:33+0000\n"
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"Last-Translator: Tiffany Chang, 2025\n"
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"Language-Team: Dutch (https://app.transifex.com/odoo/teams/41243/nl/)\n"
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"MIME-Version: 1.0\n"
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"Content-Type: text/plain; charset=UTF-8\n"
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"Content-Transfer-Encoding: 8bit\n"
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"Language: nl\n"
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"Plural-Forms: nplurals=2; plural=(n != 1);\n"
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#: ../../content/applications/hr.rst:5
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msgid "Human resources"
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msgstr "Personeelszaken"
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#: ../../content/applications/hr/attendances.rst:8
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msgid "Attendances"
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msgstr "Aanwezigheden"
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#: ../../content/applications/hr/attendances.rst:10
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msgid ""
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"**Odoo Attendances** functions as a time clock. Employees check in and check"
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" out of work, while managers can see who is available at any given time."
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msgstr ""
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"**Odoo Aanwezigheden** werkt als een prikklok. Werknemers checken in en "
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"checken uit, terwijl managers kunnen zien wie er op welk moment beschikbaar "
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"is."
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#: ../../content/applications/hr/attendances.rst:14
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msgid ""
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"`Odoo Tutorials: Attendances "
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"<https://www.odoo.com/slides/slide/attendances-684>`_"
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msgstr ""
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"`Odoo Tutorials: Aanwezigheden "
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"<https://www.odoo.com/slides/slide/attendances-684>`_"
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#: ../../content/applications/hr/attendances/hardware.rst:3
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msgid "Hardware"
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msgstr "Hardware"
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#: ../../content/applications/hr/attendances/hardware.rst:6
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msgid "Kiosk management"
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msgstr "Kioskbeheer"
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#: ../../content/applications/hr/attendances/hardware.rst:8
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msgid ""
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"A kiosk is a self-service station that allows employees to check in and "
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"check out for work shifts."
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msgstr ""
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"Een kiosk is een selfservicestation waarmee werknemers kunnen in- en "
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"uitchecken voor hun dienst."
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#: ../../content/applications/hr/attendances/hardware.rst:10
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msgid "There are two ways to set up a kiosk:"
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msgstr "Er zijn twee manieren om een kiosk op te zetten:"
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#: ../../content/applications/hr/attendances/hardware.rst:12
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msgid "**Laptop and desktop PC**"
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msgstr "**Laptop en desktop PC**"
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#: ../../content/applications/hr/attendances/hardware.rst:14
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msgid ""
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"Running a kiosk in a web browser is the cheapest and most flexible option. "
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"You can print employee badges with any thermal or inkjet printer compatible "
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"with your web browser."
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msgstr ""
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"Een kiosk laten draaien in een webbrowser is de goedkoopste en meest "
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"flexibele optie. Je kan personeelsbadges afdrukken met elke thermische of "
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"inkjetprinter die compatibel is met je webbrowser."
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#: ../../content/applications/hr/attendances/hardware.rst:17
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msgid "**Tablet and mobile phone (Android or iOS)**"
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msgstr "**Tablet en smartphone (Android of iOS)**"
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#: ../../content/applications/hr/attendances/hardware.rst:19
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msgid ""
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"Tablets and mobile phones take up much less space, and their touchscreens "
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"are easy to use. Consider putting them in a secure stand at the front desk "
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"or mounting them securely on a wall."
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msgstr ""
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"Tablets en smartphones nemen veel minder ruimte in beslag en hun "
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"touchscreens zijn gemakkelijk te gebruiken. Denk eraan om ze in een veilige "
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"standaard bij de balie te zetten of ze stevig aan de muur te bevestigen."
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#: ../../content/applications/hr/attendances/hardware.rst:23
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msgid ""
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"We recommend using an iPad together with the `Heckler Design WindFall Stand "
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"<https://hecklerdesign.com/products/windfall-stand-for-ipad>`_"
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msgstr ""
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"We raden aan een iPad te gebruiken in combinatie met de `Heckler Design "
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"WindFall houder <https://hecklerdesign.com/products/windfall-stand-for-"
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"ipad>`_"
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#: ../../content/applications/hr/attendances/hardware.rst:27
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msgid "RFID key fob readers"
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msgstr "RFID sleutelhanger readers"
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#: ../../content/applications/hr/attendances/hardware.rst:29
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msgid ""
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"Employees can scan personal RFID key fobs with an RFID reader to manage "
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"check-ins and check-outs quickly and easily."
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msgstr ""
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"Werknemers kunnen hun persoonlijke RFID sleutelhangers scannen met een RFID "
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"reader om het in- en uitchecken snel en eenvoudig te beheren."
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#: ../../content/applications/hr/attendances/hardware.rst-1
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msgid "An RFID key fob is placed on an RFID reader"
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msgstr "Een RFID sleutelhanger geplaatst op een RFID reader"
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#: ../../content/applications/hr/attendances/hardware.rst:38
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msgid ""
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"We recommend using the `Neuftech USB RFID Reader "
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"<https://neuftech.net/Neuftech-USB-RFID-Reader-ID-"
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"Kartenleseger%C3%A4t-Kartenleser-Kontaktlos-Card-Reader-f%C3%BCr-EM4100>`_."
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msgstr ""
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"We raden de `Neuftech USB RFID Reader <https://neuftech.net/Neuftech-USB-"
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"RFID-Reader-ID-Kartenleseger%C3%A4t-Kartenleser-Kontaktlos-Card-"
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"Reader-f%C3%BCr-EM4100>`_ aan."
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#: ../../content/applications/hr/attendances/hardware.rst:41
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#: ../../content/applications/hr/attendances/hardware.rst:57
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msgid "An IoT box is **not** required."
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msgstr "De IoT box is **niet** vereist."
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#: ../../content/applications/hr/attendances/hardware.rst:44
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msgid "Barcode scanners"
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msgstr "Barcodescanners"
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#: ../../content/applications/hr/attendances/hardware.rst:46
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msgid ""
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"Employees can scan the barcode on their employee badges to manage check-ins "
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"and check-outs quickly and easily. The kiosk mode works with most USB "
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"barcode scanners connected directly to a computer. Bluetooth barcode "
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"scanners are also supported natively."
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msgstr ""
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"Werknemers kunnen de barcode op hun werknemersbadge scannen om het in- en "
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"uitchecken snel en eenvoudig te beheren. De kioskmodus werkt met de meeste "
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"USB-barcodescanners die rechtstreeks op een computer zijn aangesloten. "
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"Bluetooth barcodescanners worden ook ondersteund."
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#: ../../content/applications/hr/attendances/hardware.rst:51
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msgid ""
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"We recommend using the `Honeywell product line "
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"<https://sps.honeywell.com/us/en/products/productivity/barcode-scanners>`_. "
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"If the barcode scanner is connected directly to a computer, it must be "
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"configured to use the computer's keyboard layout."
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msgstr ""
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"Wij raden de `Honeywell productlijn "
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"<https://sps.honeywell.com/us/en/products/productivity/barcode-scanners>`_ "
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"aan. Als de barcodescanner rechtstreeks op een computer is aangesloten, moet"
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" deze worden geconfigureerd om de toetsenbordindeling van de computer te "
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"gebruiken."
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#: ../../content/applications/hr/employees.rst:7
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msgid "Employees"
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msgstr "Werknemers"
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#: ../../content/applications/hr/employees.rst:9
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msgid ""
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"Odoo *Employees* organizes a company's employee records, contracts, and "
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"departments."
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msgstr ""
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"Odoo *Werknemers* organiseert de personeelsdossiers, contracten en "
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"afdelingen van een bedrijf."
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#: ../../content/applications/hr/employees/new_employee.rst:3
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msgid "Create a new employee"
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msgstr "Maak een nieuwe werknemer aan"
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#: ../../content/applications/hr/employees/new_employee.rst:5
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msgid ""
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"When a new employee is hired, the first step is to create a new employee "
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"record. Starting in the :menuselection:`Employees` app dashboard, click the "
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":guilabel:`New` button and a new employee form appears. Fill out the "
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"required information and any additional details."
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst-1
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msgid "Create a new employee form with all fields filled out."
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:14
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msgid ""
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"The current company phone number and name is populated in the "
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":guilabel:`Work Phone` and :guilabel:`Company` fields."
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msgstr ""
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"Het huidige telefoonnummer en de huidige naam van het bedrijf worden "
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"ingevuld in de velden :guilabel:`Werktelefoon` en :guilabel:`Bedrijf`."
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#: ../../content/applications/hr/employees/new_employee.rst:18
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msgid "General information"
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msgstr "Algemene informatie"
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#: ../../content/applications/hr/employees/new_employee.rst:20
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msgid ""
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"The employee form automatically saves as data is entered, but the save "
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"manually icon (a could with an up arrow inside it) may be clicked at any "
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"time to manually save the form."
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:24
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#: ../../content/applications/hr/payroll/payslips.rst:51
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msgid "Required fields"
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msgstr "Vereiste velden"
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#: ../../content/applications/hr/employees/new_employee.rst:26
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msgid ":guilabel:`Name`: Enter the employee's name."
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msgstr ":guilabel:`Naam`: Vul de naam van de werknemer in."
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#: ../../content/applications/hr/employees/new_employee.rst:27
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msgid ""
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":guilabel:`Company`: Select the company from the drop-down menu that the new"
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" employee is hired by, or create a new company by typing the name in the "
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"field."
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msgstr ""
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":guilabel:`Bedrijf`: Selecteer het bedrijf waardoor de nieuwe werknemer is "
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"aangeworven in de vervolgkeuzelijst of maak een nieuw bedrijf aan door de "
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"naam in het veld te typen."
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#: ../../content/applications/hr/employees/new_employee.rst-1
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msgid "A new employee form with the required fields highlighted."
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:35
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#: ../../content/applications/hr/payroll/payslips.rst:91
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#: ../../content/applications/hr/recruitment.rst:736
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msgid "Optional fields"
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msgstr "Optionele velden"
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#: ../../content/applications/hr/employees/new_employee.rst:37
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msgid ""
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":guilabel:`Photo`: In the top right image box of the employee form, click on"
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" the :guilabel:`✏️ (pencil)` edit icon to select a photo to upload."
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:39
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msgid ""
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":guilabel:`Job Position`: Enter the employee's job position title under "
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"their name, or select the job position from the :guilabel:`Job Position` "
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"drop-down menu to have this field auto-populate. The :guilabel:`Job "
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"Position` field under the employee name can be modified and does not need to"
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" match the selection made in the :guilabel:`Job Position` drop-down."
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:45
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msgid ""
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"It is recommended to have the job positions match, but if desired, the "
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"typed-in description in this field can contain more information than the "
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"selected drop-down job position."
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:48
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msgid ""
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"An example where this may be applicable is if someone is hired for a sales "
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"representative position configured as :guilabel:`Sales Representative` in "
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"the *Recruitment* app, and that is selected for the drop-down :guilabel:`Job"
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" Position` field."
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:52
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msgid ""
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"In the typed in job position field beneath the employee's name, the position"
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" could be more specific, such as `Sales Representative - Subscriptions` if "
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"the employee is focused solely on subscription sales."
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:0
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msgid "Both job position fields entered but with different information."
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:60
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msgid ""
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"Tags: Click on a tag in the drop-down menu to add any tags applicable to the"
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" employee. Any tag can be created in this field by typing it in. Once "
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"created, the new tag is available for all employee records. There is no "
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"limit to the amount of tags that can be added."
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:63
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msgid ""
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"Work Contact Information: Enter the employee's :guilabel:`Work Mobile`, "
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":guilabel:`Work Phone`, :guilabel:`Work Email`, and/or :guilabel:`Company` "
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"name."
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:65
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msgid ""
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":guilabel:`Department`: Select the employee's department from the drop-down "
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"menu."
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msgstr ""
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":guilabel:`Afdeling`: Kies in het vervolgkeuzemenu de afdeling van de "
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"werknemer."
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#: ../../content/applications/hr/employees/new_employee.rst:66
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msgid ""
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":guilabel:`Job Position`: Select the employee's job position from the drop-"
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"down menu. Once a selection is made, the :guilabel:`Job Position` field "
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"beneath the employee's name automatically updates to reflect the currently "
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"selected job position. These positions are from the :doc:`Recruitment "
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"<../../hr/recruitment/new_job/>` application, and reflect the currently \\ "
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"configured job positions."
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:71
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msgid ""
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":guilabel:`Manager`: Select the employee's manager from the drop-down menu."
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msgstr ""
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":guilabel:`Manager`: Kies in het vervolgkeuzemenu de manager van de "
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"werknemer."
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#: ../../content/applications/hr/employees/new_employee.rst:72
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msgid ""
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":guilabel:`Coach`: Select the employee's coach from the drop-down menu."
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msgstr ""
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":guilabel:`Coach`: Kies in het vervolgkeuzemenu de coach van de werknemer."
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#: ../../content/applications/hr/employees/new_employee.rst:73
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msgid ""
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":guilabel:`Next Appraisal Date`: This date automatically populates with a "
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"date that is computed according to the settings configured in the "
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"*Appraisals* application. This date can be modified using the calendar "
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"selector."
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:78
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msgid ""
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"After a :guilabel:`Manager` is selected, if the :guilabel:`Coach` field is "
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"blank, the selected manager automatically populates the :guilabel:`Coach` "
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"field."
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msgstr ""
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"Als een :guilabel:`Manager` is geselecteerd en het veld :guilabel:`Coach` "
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"leeg is, dan word in het veld :guilabel:`Coach` de geselecteerde manager "
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"automatisch ingevuld."
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#: ../../content/applications/hr/employees/new_employee.rst:82
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msgid ""
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"To make edits to the selected :guilabel:`Department`, :guilabel:`Manager`, "
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":guilabel:`Coach`, or :guilabel:`Company`, click the :guilabel:`Internal "
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"Link` arrow next to the respective selection. The :guilabel:`Internal Link` "
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"arrow opens the selected form, allowing for modifications. Click "
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":guilabel:`Save` after any edits are made."
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:88
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msgid "Additional information tabs"
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msgstr "Tabbladen aanvullende informatie"
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#: ../../content/applications/hr/employees/new_employee.rst:91
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msgid "Resumé tab"
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msgstr "Tabblad Curriculum vitae"
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#: ../../content/applications/hr/employees/new_employee.rst:94
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msgid "Resumé"
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msgstr "Cv"
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#: ../../content/applications/hr/employees/new_employee.rst:96
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msgid ""
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"Next, enter the employee's work history in the :guilabel:`Resumé` tab. Each "
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"resumé line must be entered individually. When creating an entry for the "
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"first time, click :guilabel:`Create a new entry`, and the :guilabel:`Create "
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"Resumé lines` form appears. After an entry is added, the :guilabel:`Create a"
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" new entry` button is replaced with an :guilabel:`Add` button. Enter the "
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"following information for each entry."
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst-1
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msgid "A resumé entry form with all the information populated."
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:106
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msgid ":guilabel:`Title`: Type in the title of the previous work experience."
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:107
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msgid ""
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":guilabel:`Type`: From the drop-down menu, select either "
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":guilabel:`Experience`, :guilabel:`Education`, :guilabel:`Side Projects`, "
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":guilabel:`Internal Certification`, :guilabel:`Completed Internal Training`,"
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" or type in a new entry, then click :guilabel:`Create \"(new entry)\"`."
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:111
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msgid ""
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":guilabel:`Display Type`: Select either :guilabel:`Classic`, "
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":guilabel:`Certification`, or :guilabel:`Course` from the drop-down menu."
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msgstr ""
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":guilabel:`Soort weergave`: Kies in het vervolgkeuzemenu "
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":guilabel:`Klassiek`, :guilabel:`Certificering`, of :guilabel:`Cursus`."
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#: ../../content/applications/hr/employees/new_employee.rst:113
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msgid ""
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":guilabel:`Date Start` and :guilabel:`Date End`: Enter the start and end "
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"dates for the work experience. To select a date, use the :guilabel:`< "
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"(left)` and :guilabel:`> (right)` arrow icons to scroll to the desired "
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"month, then click on the day to select it."
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msgstr ""
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":guilabel:`Startdatum` en :guilabel:`Einddatum`: Kies de start- en einddatum"
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" van de werkervaring. Om een datum te kiezen, gebruik je de pijltjes "
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":guilabel:`< (links)` en :guilabel:`> (rechts)` om naar de gewenste maand te"
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" gaan en klik vervolgens op de gewenste dag."
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#: ../../content/applications/hr/employees/new_employee.rst:116
|
|
msgid ":guilabel:`Description`: Enter any relevant details in the field."
|
|
msgstr ""
|
|
":guilabel:`Omschrijving`: Voer alle relevantie details in het veld in."
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:118
|
|
msgid ""
|
|
"Once all the information is entered, click the :guilabel:`Save & Close` "
|
|
"button if there is only one entry to add, or click the :guilabel:`Save & "
|
|
"New` button to save the current entry and create another resumé line."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:123
|
|
msgid ""
|
|
"After the new employee form is saved, the current position and company is "
|
|
"automatically added to the :guilabel:`Resumé` tab, with the end date listed "
|
|
"as *current*."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:127
|
|
msgid "Skills"
|
|
msgstr "Vaardigheden"
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:129
|
|
msgid ""
|
|
"An employee's skills can be entered in the :guilabel:`Resumé` tab in the "
|
|
"same manner that a resumé line is created. When creating a skill for the "
|
|
"first time, click the :guilabel:`Create a new entry` button under "
|
|
":guilabel:`Skills` and a :guilabel:`Create Skills` form appears. After a "
|
|
"skill is added, the :guilabel:`Create a new entry` button is replaced with "
|
|
"an :guilabel:`Add` button. Enter the following information for each skill."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst-1
|
|
msgid "A skill form with the information filled out."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:139
|
|
msgid ""
|
|
":guilabel:`Skill Type`: Select a :ref:`skill type <employees/skill-types>` "
|
|
"by clicking the radio button next to the skill type."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:141
|
|
msgid ""
|
|
":guilabel:`Skill`: After selecting a :guilabel:`Skill Type`, the "
|
|
"corresponding skills associated with that selected :guilabel:`Skill Type` "
|
|
"appear in a drop-down menu. For example, selecting :guilabel:`Language` as "
|
|
"the :guilabel:`Skill Type` presents a variety of languages to select from "
|
|
"under the :guilabel:`Skills` field. Select the appropriate pre-configured "
|
|
"skill, or type in a new skill, then click :guilabel:`Create \"(new "
|
|
"skill)\"`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:146
|
|
msgid ""
|
|
":guilabel:`Skill Level`: Pre-defined skill levels associated with the "
|
|
"selected :guilabel:`Skill Type` appear in a drop-down menu. First, select a "
|
|
":guilabel:`Skill Level`, then the progress bar automatically displays the "
|
|
"pre-defined progress for that specific skill level. Skill levels and "
|
|
"progress can be modified in the :guilabel:`Skill Level` pop-up form, which "
|
|
"is accessed via the :guilabel:`Internal Link` arrow next to :guilabel:`Skill"
|
|
" Level` field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:152
|
|
msgid ""
|
|
"Once all the information is entered, click the :guilabel:`Save & Close` "
|
|
"button if there is only one skill to add, or click the :guilabel:`Save & "
|
|
"New` button to save the current entry and immediately create a new entry."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:156
|
|
msgid ""
|
|
"To delete any line from the :guilabel:`Resumé` tab, click the :guilabel:`🗑️ "
|
|
"(trash can)` icon to delete the entry. Add a new line by clicking the "
|
|
":guilabel:`Add` button next to the corresponding section."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:163
|
|
msgid "Skill Types"
|
|
msgstr "Vaardigheidssoorten"
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:165
|
|
msgid ""
|
|
"In order to add a skill to an employee's form, the :guilabel:`Skill Types` "
|
|
"must be configured. Go to :menuselection:`Employees app --> Configuration "
|
|
"--> Employee: Skill Types` to view the currently configured skill types and "
|
|
"create new skill types. Click :guilabel:`New` and a new :guilabel:`Skill "
|
|
"Type` form appears. Fill out all the details for the new skill type. Repeat "
|
|
"this for all the skill types needed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:171
|
|
msgid ""
|
|
":guilabel:`Skill Type`: Enter the name of the skill type. This will act as "
|
|
"the parent category for more specific skills and should be generic."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:173
|
|
msgid ""
|
|
":guilabel:`Skills`: Click :guilabel:`Add a line` and enter the name for the "
|
|
"new skill, then repeat for all other needed skills."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:175
|
|
msgid ""
|
|
":guilabel:`Levels`: Click :guilabel:`Add a line` and a :guilabel:`Create "
|
|
"Levels` form appears. Enter the name of the level, and assign a number for "
|
|
"the :guilabel:`Progress` percentage (0-100) for that level. Click "
|
|
":guilabel:`Save & New` to save the entry and add another level, or click "
|
|
":guilabel:`Save & Close` to save the level and close the form. Once all the "
|
|
"levels are entered, click the :guilabel:`Save manually` icon at the top of "
|
|
"the screen. Next, select a default level for this skill type. Click "
|
|
":guilabel:`Set Default` on the line to be the default value. This is "
|
|
"typically the lowest level, but any level can be set as the default. A check"
|
|
" mark appears in the :guilabel:`Default Level` column, indicating which "
|
|
"level is the default."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:185
|
|
msgid ""
|
|
"To add a math skill set, enter `Math` in the :guilabel:`Name` field. Next, "
|
|
"in the :guilabel:`Skills` field, enter `Algebra`, `Calculus`, and "
|
|
"`Trigonometry`. Last, in the :guilabel:`Levels` field enter `Beginner`, "
|
|
"`Intermediate`, and `Expert`, with the :guilabel:`Progress` listed as `25`, "
|
|
"`50`, and `100`, respectively. Then, click :guilabel:`Save & Close`, then "
|
|
"click the :guilabel:`Save manually` icon at the top. Last, click "
|
|
":guilabel:`Set Default` on the `Beginner` line to set this as the default "
|
|
"skill level."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:0
|
|
msgid "A skill form for a Math skill type, with all the information entered."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:199
|
|
msgid "Work Information tab"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:201
|
|
msgid ""
|
|
"The Work Information tab is where the employee's specific job related "
|
|
"information is housed. Their working schedule, various roles, who approves "
|
|
"their specific requests (time off, timesheets, and expenses), and specific "
|
|
"work location details are listed here. Click on the :guilabel:`Work "
|
|
"Information` tab to access this section, and enter the following information"
|
|
" for the new employee."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:206
|
|
msgid ""
|
|
":guilabel:`Location`: Select the :guilabel:`Work Address` from the drop-down"
|
|
" menu. To modify the address, hover over the first line (if there are "
|
|
"multiple lines) of the address to reveal an :guilabel:`Internal Link` arrow."
|
|
" Click the :guilabel:`Internal Link` arrow to open up the company form, and "
|
|
"make any edits. Use the breadcrumb menu to navigate back to the new employee"
|
|
" form when done. If a new work address is needed, add the address by typing "
|
|
"it in the field, then click :guilabel:`Create (new address)` to add the "
|
|
"address, or :guilabel:`Create and edit...` to add the new address and edit "
|
|
"the address form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:213
|
|
msgid ""
|
|
":guilabel:`Approvers`: In order to see this section, the user must have "
|
|
"either :guilabel:`Administrator` or :guilabel:`Officer: Manage all "
|
|
"employees` rights set for the :guilabel:`Employees` application. Using the "
|
|
"drop-down menus, select the users responsible for approving "
|
|
":guilabel:`Expenses`, :guilabel:`Time Off`, and :guilabel:`Timesheets` for "
|
|
"the employee. Hover over any of the selections to reveal the "
|
|
":guilabel:`Internal Link` arrow. Click the :guilabel:`Internal Link` arrow "
|
|
"to open a form with the approver's :guilabel:`Name`, :guilabel:`Email "
|
|
"Address`, :guilabel:`Company`, :guilabel:`Phone`, :guilabel:`Mobile`, and "
|
|
":guilabel:`Default Warehouse` fields. These can be modified, if needed. Use "
|
|
"the breadcrumb menu to navigate back to the new employee form when done."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:222
|
|
msgid ""
|
|
":guilabel:`Homeworking`: Using the drop-down menu, select the specific "
|
|
"location the employee will work from, for each day of the week. The default "
|
|
"options are :guilabel:`Home`, :guilabel:`Office`, or :guilabel:`Other`. A "
|
|
"new location can be typed into the field, then click either "
|
|
":guilabel:`Create (new location)` to add the location, or :guilabel:`Create "
|
|
"and edit...` to add the new location and edit the form. After edits are "
|
|
"done, click :guilabel:`Save & Close`, and the new location is added, and "
|
|
"populates the field. For days the employee does not work, for example, "
|
|
"Saturday and Sunday, leave the field blank (:guilabel:`Unspecified`)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:231
|
|
msgid ""
|
|
"It is also possible to add or modify work locations by navigating to "
|
|
":menuselection:`Employees app --> Configuration --> Employee: Work "
|
|
"Locations`. Click :guilabel:`New` to create a new location, then enter the "
|
|
"details on the form. To modify a location, click on an existing location, "
|
|
"then make any changes on the form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:236
|
|
msgid ""
|
|
":guilabel:`Schedule`: Select the :guilabel:`Working Hours` and "
|
|
":guilabel:`Timezone` for the employee. The :guilabel:`Internal Link` arrow "
|
|
"opens up a detailed view of the specific daily working hours. Working hours "
|
|
"can be modified or deleted here."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:241
|
|
msgid ""
|
|
"Working hours can also be modified in the *Payroll* application, where they "
|
|
"are referred to as :guilabel:`Working Schedules`. For more information on "
|
|
"how to create or modify :guilabel:`Working Schedules` in Payroll, refer to "
|
|
"the :doc:`../../hr/payroll` documentation."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:245
|
|
msgid ""
|
|
":guilabel:`Planning`: Click on a role from the drop-down menu for both the "
|
|
":guilabel:`Roles` and the :guilabel:`Default Role` fields to add a role. "
|
|
"There is no limit to the amount of :guilabel:`Roles` that can be selected "
|
|
"for an employee, but there can only be one :guilabel:`Default Role`. The "
|
|
"default role is the *typical* role that the employee performs, where the "
|
|
":guilabel:`Roles` are *all* the specific roles the employee is able to "
|
|
"perform. The :guilabel:`Default Role` must be selected as a "
|
|
":guilabel:`Role`, if not, when the :guilabel:`Default Role` is selected, "
|
|
"that role is automatically added to the list of :guilabel:`Roles`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:255
|
|
msgid ""
|
|
"The :guilabel:`Planning` section affects the *Planning* app, and will only "
|
|
"appear if the *Planning* app is installed. When planning work in the "
|
|
"*Planning* app, employees can only be scheduled for specific work that "
|
|
"corresponds to their selected roles. For example, only an employee with a "
|
|
"*Functional Tester* role can be assigned to perform any activity that "
|
|
"requires a *Functional Tester*."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:262
|
|
msgid ""
|
|
"The users that appear in the drop-down menu for the :guilabel:`Approvers` "
|
|
"section must have *Administrator* rights set for the corresponding human "
|
|
"resources role. To check who has these rights, go to "
|
|
":menuselection:`Settings app --> Users --> → Manage Users`. Click on an "
|
|
"employee, and check the :guilabel:`Human Resources` section of the "
|
|
":guilabel:`Access Rights` tab."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:267
|
|
msgid ""
|
|
"In order for the user to appear as an approver for :guilabel:`Expenses`, "
|
|
"they must have either :guilabel:`Team Approver`, :guilabel:`All Approver`, "
|
|
"or :guilabel:`Administrator` set for the :guilabel:`Expenses` role."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:270
|
|
msgid ""
|
|
"In order for the user to appear as an approver for :guilabel:`Time Off`, "
|
|
"they must have either :guilabel:`Officer` or :guilabel:`Administrator` set "
|
|
"for the :guilabel:`Time Off` role."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:272
|
|
msgid ""
|
|
"In order for the user to appear as an approver for :guilabel:`Timesheets`, "
|
|
"they must have either :guilabel:`Manager`, :guilabel:`Officer`, or "
|
|
":guilabel:`Administrator` set for the :guilabel:`Payroll` role."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:277
|
|
msgid ""
|
|
":guilabel:`Working Hours` are related to a company's working times, and an "
|
|
"employee cannot have working hours that are outside of a company's working "
|
|
"times."
|
|
msgstr ""
|
|
"De :guilabel:`Werkuren` zijn gerelateerd aan de werktijden van een bedrijf "
|
|
"en een werknemer kan geen werktijden hebben die buiten de werktijden van een"
|
|
" bedrijf vallen."
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:280
|
|
msgid ""
|
|
"Each individual working time is company-specific, so for multi-company "
|
|
"databases, each company needs to have its own working hours set."
|
|
msgstr ""
|
|
"Elke individuele werktijd is bedrijfsspecifiek, dus voor databases met "
|
|
"meerdere bedrijven moet elk bedrijf zijn eigen werktijden hebben."
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:283
|
|
msgid ""
|
|
"If an employee's working hours are not configured as a working time for the "
|
|
"company, new working times can be added, or existing working times can be "
|
|
"modified. To add or modify a working time, go to the :menuselection:`Payroll"
|
|
" app --> Configuration --> Working Times`, and add a new working time or "
|
|
"edit an existing one."
|
|
msgstr ""
|
|
"Als de werktijden van een werknemer niet zijn ingesteld als werktijden voor "
|
|
"het bedrijf, kunnen nieuwe werktijden worden toegevoegd of bestaande "
|
|
"werktijden worden gewijzigd. Om een werktijd toe te voegen of te wijzigen, "
|
|
"ga naar de applicatie :menuselection:`Loonadministratie --> Configuratie -->"
|
|
" Werktijden` en voeg een nieuwe werktijd toe of bewerk een bestaande "
|
|
"werktijd."
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:288
|
|
msgid ""
|
|
"After the new working time is created, or an existing one is modified, "
|
|
"select the employee's working hours using the drop-down menu in the "
|
|
":guilabel:`Schedule` section of the :guilabel:`Work Information` tab."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:293
|
|
msgid "Private Information tab"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:295
|
|
msgid ""
|
|
"No information in the :guilabel:`Private Information` tab is required to "
|
|
"create an employee, however, some information in this section may be "
|
|
"critical for the company's payroll department. In order to properly process "
|
|
"payslips and ensure all deductions are accounted for, the employee's "
|
|
"personal information should be entered."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:300
|
|
msgid ""
|
|
"Here, the employee's :guilabel:`Private Contact`, :guilabel:`Education`, "
|
|
":guilabel:`Work Permit`, :guilabel:`Family Status`, :guilabel:`Emergency` "
|
|
"contact, and :guilabel:`Citizenship` information is entered. Fields are "
|
|
"entered either using a drop-down menu, activating a check box, or typing in "
|
|
"the information."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:305
|
|
msgid ""
|
|
":guilabel:`Private Contact`: Enter the personal :guilabel:`Address` for the "
|
|
"employee. The selection can be made with the drop-down menu. If the "
|
|
"information is not available, type in the name for the new address. To edit "
|
|
"the new address, click the :guilabel:`Internal Link` arrow to open the "
|
|
"address form. On the address form, enter or edit the necessary details. Some"
|
|
" other information in the :guilabel:`Private Contact` section may auto-"
|
|
"populate, if the address is already listed in the drop-down menu."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:312
|
|
msgid ""
|
|
"Enter the employee's :guilabel:`Email` address and :guilabel:`Phone` number "
|
|
"in the respective fields. Next, enter the employee's :guilabel:`Bank Account"
|
|
" Number` using the drop-down menu. If the bank is not already configured "
|
|
"(the typical situation when creating a new employee) enter the bank account "
|
|
"number, and click :guilabel:`Create and edit..`. A :guilabel:`Create Bank "
|
|
"Account Number` form loads. Fill in the information, then click "
|
|
":guilabel:`Save & Close`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:318
|
|
msgid ""
|
|
"Then, select the employee's preferred :guilabel:`Language` from the drop-"
|
|
"down menu. Next, enter the :guilabel:`Home-Work Distance` in the field. This"
|
|
" field is only necessary if the employee is receiving any type of commuter "
|
|
"benefits. Lastly, enter the employee's license plate information in the "
|
|
":guilabel:`Private Car Plate` field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:322
|
|
msgid ""
|
|
":guilabel:`Education`: Select the highest level of education completed by "
|
|
"the employee from the :guilabel:`Certificate Level` drop-down menu. Options "
|
|
"include :guilabel:`Graduate`, :guilabel:`Bachelor`, :guilabel:`Master`, "
|
|
":guilabel:`Doctor`, or :guilabel:`Other`. Type in the :guilabel:`Field of "
|
|
"Study`, and the name of the :guilabel:`School` in the respective fields."
|
|
msgstr ""
|
|
":guilabel:`Opleiding`: Selecteer in het vervolgkeuzemenu :guilabel:`Niveau "
|
|
"getuigeschrift` het hoogste onderwijsniveau dat de werknemer heeft behaald. "
|
|
"Je kan onder andere kiezen tussen :guilabel:`Gediplomeerd`, "
|
|
":guilabel:`Bachelor`, :guilabel:`Master`, :guilabel:`Dokter`, of "
|
|
":guilabel:`Overige`. Voer het :guilabel:`Vakgebied` en de naam van de "
|
|
":guilabel:`School` in de betreffende velden in."
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:326
|
|
msgid ""
|
|
":guilabel:`Work Permit`: If the employee has a work permit, enter the "
|
|
"information in this section. Type in the :guilabel:`Visa No` (visa number) "
|
|
"and/or :guilabel:`Work Permit No` (work permit number) in the corresponding "
|
|
"fields. Using the calendar selector, select the :guilabel:`Visa Expire Date`"
|
|
" and/or the :guilabel:`Work Permit Expiration Date` to enter the expiration "
|
|
"date(s). If available, upload a digital copy of the work permit document. "
|
|
"Click :guilabel:`Upload Your File`, navigate to the work permit file in the "
|
|
"file explorer, and click :guilabel:`Open`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:332
|
|
msgid ""
|
|
":guilabel:`Family Status`: Select the current :guilabel:`Marital Status` "
|
|
"using the drop-down menu, either :guilabel:`Single`, :guilabel:`Married`, "
|
|
":guilabel:`Legal Cohabitant`, :guilabel:`Widower`, or :guilabel:`Divorced`. "
|
|
"If the employee has any dependent children, enter the :guilabel:`Number of "
|
|
"Dependent Children` in the field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:336
|
|
msgid ""
|
|
":guilabel:`Emergency`: Type in the :guilabel:`Contact Name` and "
|
|
":guilabel:`Contact Phone` number of the employee's emergency contact in the "
|
|
"respective fields."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:338
|
|
msgid ""
|
|
":guilabel:`Citizenship`: This section contains all the information relevant "
|
|
"to the citizenship of the employee. Some fields use a drop-down menu, as the"
|
|
" :guilabel:`Nationality (Country)`, :guilabel:`Gender`, and "
|
|
":guilabel:`Country of Birth` fields do. The :guilabel:`Date of Birth` uses a"
|
|
" calendar selector to select the date. First, click on the name of the "
|
|
"month, then the year, to access the year ranges. Use the :guilabel:`< "
|
|
"(left)` and :guilabel:`> (right)` arrow icons, navigate to the correct year "
|
|
"range, and click on the year. Next, click on the month. Last, click on the "
|
|
"day to select the date. Type in the information for the "
|
|
":guilabel:`Identification No` (identification number, :guilabel:`Passport "
|
|
"No` (passport number), and :guilabel:`Place of Birth` fields. Last, if the "
|
|
"employee is not a resident of the country they are working in, activate the "
|
|
"check box next to the :guilabel:`Non-resident` field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:352
|
|
msgid "HR Settings tab"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:354
|
|
msgid ""
|
|
"This tab provides various fields for different information, depending on the"
|
|
" country the company is located. Different fields are configured for "
|
|
"different locations, however some sections appear regardless."
|
|
msgstr ""
|
|
"Dit tabblad bevat verschillende velden voor verschillende informatie, "
|
|
"afhankelijk van het land waar het bedrijf zich bevindt. Verschillende velden"
|
|
" zijn geconfigureerd voor verschillende locaties, maar sommige secties "
|
|
"worden ongeacht weergegeven."
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:358
|
|
msgid ""
|
|
":guilabel:`Status`: Select an :guilabel:`Employee Type` and, if applicable, "
|
|
"a :guilabel:`Related User`, with the drop-down menus. The "
|
|
":guilabel:`Employee Type` options include :guilabel:`Employee`, "
|
|
":guilabel:`Student`, :guilabel:`Trainee`, :guilabel:`Contractor`, or "
|
|
":guilabel:`Freelancer`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:364
|
|
msgid ""
|
|
"Employees do not also need to be users. *Employees* do **not** count towards"
|
|
" the Odoo subscription billing, while *Users* **do** count towards billing. "
|
|
"If the new employee should also be a user, the user must be created. After "
|
|
"the :guilabel:`User` is created and saved, the new user will appear in the "
|
|
":guilabel:`Related User` field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:369
|
|
msgid ""
|
|
"After the employee is created, create the user. Click the :guilabel:`⚙️ "
|
|
"(gear)` icon, then click :guilabel:`Create User`. A :guilabel:`Create User` "
|
|
"form appears. Type in the :guilabel:`Name` and :guilabel:`Email Address`, "
|
|
"and then select the :guilabel:`Company` from the drop-down menu. Click "
|
|
":guilabel:`Save` after the information is entered, and the employee record "
|
|
"is automatically updated with the newly created user populating the "
|
|
":guilabel:`Related User` field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:375
|
|
msgid ""
|
|
"Users can also be created manually. For more information on how to manually "
|
|
"add a user, refer to the :doc:`../../general/users` document."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:378
|
|
msgid ""
|
|
":guilabel:`Payroll`: If applicable, enter the :guilabel:`Registration Number"
|
|
" of the Employee` in this section. The :guilabel:`Attestation (N-1)` and "
|
|
":guilabel:`Attestation (N)` sections appear only for Belgian companies, and "
|
|
"will not be visible for other locations. These sections log the days that "
|
|
"will be paid to the new employee. Enter any :guilabel:`Amount to recover`, "
|
|
":guilabel:`Number of days`, and :guilabel:`Recovered Amount` of "
|
|
":guilabel:`Holiday Attest (year) - Simple Holiday Pay from previous employer"
|
|
" to recover in (year)`, for both N and N-1 categories. For the "
|
|
":guilabel:`Holiday Attest (year) - Previous occupation for Double Holiday "
|
|
"Pay Recovery in (year)` section, click :guilabel:`Add a line`, and enter the"
|
|
" number of :guilabel:`Months`, the :guilabel:`Amount`, and "
|
|
":guilabel:`Occupation Rate`. Repeat for all entries. Click the :guilabel:`🗑️"
|
|
" (trash can)` icon to delete a line."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:388
|
|
msgid ""
|
|
":guilabel:`SD WORX`: Enter the employee's seven digit :guilabel:`SDWorx "
|
|
"code` in this field, if applicable."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:390
|
|
msgid ""
|
|
":guilabel:`Attendance/Point of Sale/Manufacturing`: The employee's "
|
|
":guilabel:`PIN Code` and :guilabel:`Badge ID` can be entered here, if the "
|
|
"employee needs/has one. Click :guilabel:`Generate` next to the "
|
|
":guilabel:`Badge ID` to create a badge ID. The :guilabel:`PIN Code` is used "
|
|
"to sign in and out of the *Attendance* app kiosk, and a :abbr:`POS (Point Of"
|
|
" Sale)` system."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:395
|
|
msgid ""
|
|
":guilabel:`Application Settings`: Enter the employee's :guilabel:`Hourly "
|
|
"Cost` in a XX.XX format. This is factored in when the employee is working at"
|
|
" a :doc:`work center "
|
|
"<../../inventory_and_mrp/manufacturing/management/using_work_centers>`. This"
|
|
" value affects the manufacturing costs for a product, if the value of the "
|
|
"manufactured product is not a fixed amount. This value does not affect the "
|
|
"*Payroll* application. If applicable, enter the :guilabel:`Fleet Mobility "
|
|
"Card` number."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst-1
|
|
msgid ""
|
|
"Enter any information prompted in the HR Settings tab for the employee."
|
|
msgstr ""
|
|
"Voer alle informatie in die gevraagd wordt op het tabblad Personeelszaken "
|
|
"instellingen voor de werknemer."
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:407
|
|
msgid "Documents"
|
|
msgstr "Documenten"
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:409
|
|
msgid ""
|
|
"All documents associated with an employee are stored in the "
|
|
":guilabel:`Documents` app. The number of documents associated with the "
|
|
"employee appear in the :guilabel:`Documents` smart button above the employee"
|
|
" record. Click on the smart button, and all the documents appear. For more "
|
|
"information on the :guilabel:`Documents` app, refer to the "
|
|
":doc:`../../productivity/documents` documentation."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst-1
|
|
msgid ""
|
|
"All uploaded documents associated with the employee appear in the documents "
|
|
"smart-button."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:5
|
|
msgid "Fleet"
|
|
msgstr "Wagenpark"
|
|
|
|
#: ../../content/applications/hr/fleet.rst:7
|
|
msgid ""
|
|
"This document outlines all of the configurations and settings for the "
|
|
"*Fleet* application, including :ref:`settings <fleet/settings>`, "
|
|
":ref:`manufacturers <fleet/manufacturers>`, :ref:`vehicle models "
|
|
"<fleet/models>`, and :ref:`model categories <fleet/categories>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:14
|
|
#: ../../content/applications/hr/payroll.rst:18
|
|
msgid "Settings"
|
|
msgstr "Instellingen"
|
|
|
|
#: ../../content/applications/hr/fleet.rst:16
|
|
msgid ""
|
|
"To access the settings menu, go to :menuselection:`Fleet application --> "
|
|
"Configuration --> Settings`. There are only two settings that need "
|
|
"configuration, the vehicle contract end date alert delay, and a new vehicle "
|
|
"request limit."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst-1
|
|
msgid "Settings available for the Fleet application."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:25
|
|
msgid "End Date Contract Alert"
|
|
msgstr "Waarschuwing einddatum contract"
|
|
|
|
#: ../../content/applications/hr/fleet.rst:27
|
|
msgid ""
|
|
"The :guilabel:`End Date Contract Alert` field defines an alert delay for the"
|
|
" persons responsible for vehicle contracts. The responsible person(s) will "
|
|
"receive an email informing them a vehicle contract is about to expire in the"
|
|
" number of days defined in this field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:32
|
|
msgid ""
|
|
"To determine who the responsible person is for a contract, open an "
|
|
"individual contract. The person listed as :guilabel:`Responsible` under the "
|
|
":guilabel:`Contract Information` section of the contract is the person who "
|
|
"will receive the alert."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:36
|
|
msgid ""
|
|
"To access all contracts, navigate to :menuselection:`Fleet app --> Fleet -->"
|
|
" Contracts` and all contracts appear in the list. Click on a "
|
|
":guilabel:`Contract` to view it."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:39
|
|
msgid ""
|
|
"An individual contract can also be found by navigating to "
|
|
":menuselection:`Fleet app --> Fleet --> Fleet` and clicking on an individual"
|
|
" vehicle. On the vehicle form, click the :guilabel:`Contracts` smart button "
|
|
"at the top of the page. The contract(s) associated with this vehicle only "
|
|
"appears in the list. Click on an individual contract to open it. The "
|
|
":guilabel:`Responsible` person is listed on the contract."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:46
|
|
msgid "New Vehicle Request"
|
|
msgstr "Nieuwe aanvraag voertuig"
|
|
|
|
#: ../../content/applications/hr/fleet.rst:48
|
|
msgid ""
|
|
"The :guilabel:`New Vehicle Request` field sets a limit on how many new "
|
|
"vehicles are requested based on fleet availability. An employee filling out "
|
|
"the salary configurator form (after being offered a position), will *not* be"
|
|
" able to request a new car if the number of existing cars is greater than "
|
|
"the number specified in the :guilabel:`New Vehicle Request` field. Enter the"
|
|
" specific number limit for existing available cars in this field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:55
|
|
msgid ""
|
|
"If the :guilabel:`New Vehicle Request` limit is set to 20 vehicles, and "
|
|
"there are 25 vehicles available, an employee would not be able to request a "
|
|
"new vehicle. If there are only 10 cars available, then the employee would be"
|
|
" able to request a new vehicle."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:62
|
|
msgid "Manufacturers"
|
|
msgstr "Fabrikanten"
|
|
|
|
#: ../../content/applications/hr/fleet.rst:64
|
|
msgid ""
|
|
"Odoo *Fleet* comes pre-configured with sixty-six commonly used car and "
|
|
"bicycle manufacturers in the database, along with their logos. To view the "
|
|
"pre-loaded manufacturers, go to :menuselection:`Fleet app --> Configuration "
|
|
"--> Manufacturers`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:68
|
|
msgid ""
|
|
"The manufacturers appear in a list view in alphabetical order. Each "
|
|
"manufacturer's card lists how many specific models are configured for each "
|
|
"particular manufacturer. Odoo comes with forty six pre-configured "
|
|
":ref:`models <fleet/models>` from four major auto manufacturers and one "
|
|
"major bicycle manufacturer: Audi, BMW, Mercedes, Opel (cars), and Eddy "
|
|
"Merckx (bicycle)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst-1
|
|
msgid "Manufacturer card with the amount of models listed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:78
|
|
msgid "Add a manufacturer"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:80
|
|
msgid ""
|
|
"To add a new manufacturer to the database, click :guilabel:`Create`. A "
|
|
"manufacturer form will load. Only two pieces of information are needed, the "
|
|
":guilabel:`Name` of the manufacturer, and the logo. Type the name of the "
|
|
"manufacturer in the name field, and select an image to upload for the logo. "
|
|
"When the information is entered, click :guilabel:`Save`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:88
|
|
msgid "Vehicle Models"
|
|
msgstr "Voertuigmodellen"
|
|
|
|
#: ../../content/applications/hr/fleet.rst:90
|
|
msgid ""
|
|
"Many manufacturers have a variety of models that they produce. When adding a"
|
|
" vehicle to the fleet, it is important to specify the vehicle model being "
|
|
"added. Odoo comes with pre-configured car models from four major auto "
|
|
"manufacturers, and one pre-configured bicycle model from one bicycle "
|
|
"manufacturer: Audi, BMW, Mercedes, Opel (cars), and Eddy Merckx (bicycle). "
|
|
"If a vehicle *other* than the pre-configured models from these manufacturers"
|
|
" are part of a fleet, the model (and/or manufacturer) needs to be added to "
|
|
"the database."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:98
|
|
msgid "Preconfigured Models"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:100
|
|
msgid ""
|
|
"The following models are pre-loaded in Odoo and do not need to be added to "
|
|
"the database:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:103
|
|
msgid "AUDI"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:103
|
|
msgid "BMW"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:103
|
|
msgid "Eddy Merckx"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:103
|
|
msgid "Mercedes"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:103
|
|
msgid "Opel"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:105
|
|
msgid "A1"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:105
|
|
msgid "Serie 1"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:105
|
|
msgid "SanRemo76"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:105
|
|
msgid "Class A"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:105
|
|
msgid "Agilia"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:107
|
|
msgid "A3"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:107
|
|
msgid "Serie 3"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:107
|
|
msgid "Class B"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:107
|
|
msgid "Ampera"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:109
|
|
msgid "A4"
|
|
msgstr "A4"
|
|
|
|
#: ../../content/applications/hr/fleet.rst:109
|
|
msgid "Serie 5"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:109
|
|
msgid "Class C"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:109
|
|
msgid "Antara"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:111
|
|
msgid "A5"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:111
|
|
msgid "Serie 6"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:111
|
|
msgid "Class CL"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:111
|
|
msgid "Astra"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:113
|
|
msgid "A6"
|
|
msgstr "A6"
|
|
|
|
#: ../../content/applications/hr/fleet.rst:113
|
|
msgid "Serie 7"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:113
|
|
msgid "Class CLS"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:113
|
|
msgid "AstraGTC"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:115
|
|
msgid "A7"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:115
|
|
msgid "Serie Hybrid"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:115
|
|
msgid "Class E"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:115
|
|
msgid "Combo Tour"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:117
|
|
msgid "A8"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:117
|
|
msgid "Serie M"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:117
|
|
msgid "Class GL"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:117
|
|
msgid "Corsa"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:119
|
|
msgid "Q3"
|
|
msgstr "Q3"
|
|
|
|
#: ../../content/applications/hr/fleet.rst:119
|
|
msgid "Serie X"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:119
|
|
msgid "Class GLK"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:119
|
|
msgid "Insignia"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:121
|
|
msgid "Q5"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:121
|
|
msgid "Serie Z4"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:121
|
|
msgid "Class M"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:121
|
|
msgid "Meriva"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:123
|
|
msgid "Q7"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:123
|
|
msgid "Class R"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:123
|
|
msgid "Mokka"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:125
|
|
msgid "TT"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:125
|
|
msgid "Class S"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:125
|
|
msgid "Zafira"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:127
|
|
msgid "Class SLK"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:127
|
|
msgid "Zafira Tourer"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:129
|
|
msgid "Class SLS"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:135
|
|
msgid "Add a new model"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:137
|
|
msgid ""
|
|
"New vehicle models can easily be added to the database. To add a new model, "
|
|
"navigate to :menuselection:`Fleet app --> Configuration --> Vehicle Models`."
|
|
" Click :guilabel:`Create` and a vehicle model form will load. Enter the "
|
|
"following information on the form, then click :guilabel:`Save`. Be advised, "
|
|
"some fields are specific to Belgian based companies, so not all fields or "
|
|
"sections may be visible depending on the location of the company."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:143
|
|
msgid ":guilabel:`Model name`: enter the model name in the field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:144
|
|
msgid ""
|
|
":guilabel:`Manufacturer`: select the manufacturer from the drop-down menu. "
|
|
"If the manufacturer is not configured, type in the manufacturer and then "
|
|
"click :guilabel:`Create` or :guilabel:`Create & Edit`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:147
|
|
msgid ""
|
|
":guilabel:`Vehicle Type`: select one of two preconfigured vehicle types, "
|
|
"either :guilabel:`Car` or :guilabel:`Bike`, from the drop-down menu. The "
|
|
"vehicle types are hardcoded in Odoo and are integrated with the *Payroll* "
|
|
"application since vehicles can be part of an employee's benefits. Adding "
|
|
"additional vehicle types is not possible as it will affect payroll."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:151
|
|
msgid ""
|
|
":guilabel:`Category`: select the category the vehicle is categorized under "
|
|
"from the drop-down menu. To create a new category, type in the category and "
|
|
"then click :guilabel:`Create (new category)`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:156
|
|
msgid ""
|
|
"When the manufacturer is selected, the logo for the manufacturer will "
|
|
"automatically load in the image box in the top right corner."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:160
|
|
msgid "Information tab"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:163
|
|
msgid "Model"
|
|
msgstr "Model"
|
|
|
|
#: ../../content/applications/hr/fleet.rst:165
|
|
msgid ""
|
|
":guilabel:`Seats Number`: enter how many passengers the vehicle can "
|
|
"accommodate."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:166
|
|
msgid ":guilabel:`Doors Number`: enter the number of doors the vehicle has."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:167
|
|
msgid ":guilabel:`Color`: enter the color of the vehicle."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:168
|
|
msgid ":guilabel:`Model Year`: enter the year the vehicle was manufactured."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:169
|
|
msgid ""
|
|
":guilabel:`Trailer Hitch`: check this box if the vehicle has a trailer hitch"
|
|
" installed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:172
|
|
#: ../../content/applications/hr/payroll.rst:213
|
|
msgid "Salary"
|
|
msgstr "Loon"
|
|
|
|
#: ../../content/applications/hr/fleet.rst:175
|
|
msgid ""
|
|
"The :guilabel:`Salary` section only appears for Belgian-based companies, and"
|
|
" only if the company has their localization setting set to Belgium. The cost"
|
|
" values are all **monthly** with the exception of the :guilabel:`Catalog "
|
|
"Value (VAT Incl.)`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:179
|
|
msgid ""
|
|
":guilabel:`Can be requested`: check this box if employees can request this "
|
|
"model vehicle."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:180
|
|
msgid ""
|
|
":guilabel:`Catalog Value (VAT Incl.)`: enter the :abbr:`MSRP (Manufacturer's"
|
|
" Suggested Retail Price)` for the vehicle at the time of purchase or lease."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:182
|
|
msgid ""
|
|
":guilabel:`C02 fee`: this value is automatically calculated based on Belgian"
|
|
" laws and regulations, and cannot be modified. The value is based on the "
|
|
"value entered in the :guilabel:`CO2 Emissions` field in the "
|
|
":guilabel:`Engine` section of the vehicle form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:187
|
|
msgid ""
|
|
"Modifying the :guilabel:`CO2 Emissions` field will adjust the value in the "
|
|
":guilabel:`CO2 fee` field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:190
|
|
msgid ""
|
|
":guilabel:`Cost (Depreciated)`: enter the monthly cost for the vehicle, "
|
|
"which appears in the salary configurator that is available to a future "
|
|
"employee when they are offered a job position. This value impacts the gross "
|
|
"and net salary of the employee who is assigned to the vehicle. This figure "
|
|
"is depreciated over time according to local tax laws. The :guilabel:`Cost "
|
|
"(Depreciated)` does not depreciate automatically on the *vehicle model*, it "
|
|
"only depreciates based on the *contract* linked to a specific vehicle and "
|
|
"not on the general model."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:196
|
|
msgid ""
|
|
":guilabel:`Total Cost (Depreciated)`: this value is the :guilabel:`Cost "
|
|
"(Depreciated)` and the :guilabel:`C02 fee` fields combined, and also is "
|
|
"depreciated over time."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:200
|
|
msgid "Engine"
|
|
msgstr "Motor"
|
|
|
|
#: ../../content/applications/hr/fleet.rst:202
|
|
msgid ""
|
|
":guilabel:`Fuel Type`: select the type of fuel the vehicle uses form the "
|
|
"drop-down menu. The options are :guilabel:`Diesel`, :guilabel:`Gasoline`, "
|
|
":guilabel:`Hybrid Diesel`, :guilabel:`Hybrid Gasoline`, :guilabel:`Plug-in "
|
|
"Hybrid Diesel`, :guilabel:`Plug-in Hybrid Gasoline`, :guilabel:`CNG`, "
|
|
":guilabel:`LPG`, :guilabel:`Hydrogen`, or :guilabel:`Electric`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:206
|
|
msgid ""
|
|
":guilabel:`CO2 Emissions`: enter the average carbon dioxide emissions the "
|
|
"vehicle produces in grams per kilometer (g/km). This information is provided"
|
|
" by the car manufacturer."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:208
|
|
msgid ""
|
|
":guilabel:`CO2 Standard`: enter the standard amount of carbon dioxide in "
|
|
"grams per kilometer (g/km) for a similar sized vehicle."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:210
|
|
msgid ""
|
|
":guilabel:`Transmission`: select the transmission type from the drop-down "
|
|
"menu, either :guilabel:`Manual` or :guilabel:`Automatic`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:212
|
|
msgid ""
|
|
":guilabel:`Power`: if the vehicle is electric or hybrid, enter the power the"
|
|
" vehicle uses in kilowatts (kW)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:214
|
|
msgid ":guilabel:`Horsepower`: enter the vehicle's horsepower in this field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:215
|
|
msgid ""
|
|
":guilabel:`Horsepower Taxation`: enter the amount that is taxed based on the"
|
|
" size of the vehicle's engine. This is determined by local taxes and "
|
|
"regulations, and varies depending on the location. It is recommended to "
|
|
"check with the accounting department to ensure this value is correct."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:218
|
|
msgid ""
|
|
":guilabel:`Tax Deduction`: this field auto-populates according to the engine"
|
|
" specifications, and cannot be modified. The percentage is based on the "
|
|
"localization settings and local tax laws."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:222
|
|
msgid "Vendors tab"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:224
|
|
msgid ""
|
|
"Vehicle specific vendors, such as car dealerships, are not listed separately"
|
|
" from other vendors. The vendors that a vehicle can be purchased from also "
|
|
"appear in the list of vendors used by the *Purchase* app."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:228
|
|
msgid ""
|
|
"The vendor(s) the vehicle can be purchased from may be added in this tab. To"
|
|
" add a vendor, click :guilabel:`Add`, and a pop-up loads with a list of all "
|
|
"the vendors currently in the database. Select the vendor to add by clicking "
|
|
"the checkbox next to the vendor name, then click :guilabel:`Select`. There "
|
|
"is no limit to the number of vendors that can be added to this list."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:233
|
|
msgid ""
|
|
"If a vendor is not in the database, add a vendor by clicking "
|
|
":guilabel:`Create`. A vendor form will load. Enter the information in the "
|
|
"vendor tab, then click :guilabel:`Save & Close` to add the vendor and close "
|
|
"the window, or :guilabel:`Save & New` to add the current vendor and create "
|
|
"another new vendor."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst-1
|
|
msgid "Vendor form to fill out when adding a new vendor."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:245
|
|
msgid "Model Category"
|
|
msgstr "Modelcategorie"
|
|
|
|
#: ../../content/applications/hr/fleet.rst:247
|
|
msgid ""
|
|
"To best organize a fleet, it is recommended to have vehicle models housed "
|
|
"under a specific category, to more easily see what kinds of vehicles are in "
|
|
"the fleet. Model categories are set on the :ref:`vehicle model form "
|
|
"<fleet/add-model>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:251
|
|
msgid ""
|
|
"To view all the models currently set up, navigate to :menuselection:`Fleet "
|
|
"application --> Configuration --> Model Category`. All models are displayed "
|
|
"in a list view."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:255
|
|
msgid "Add a new model category"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:257
|
|
msgid ""
|
|
"To add a new category, click :guilabel:`Create`. A new entry line appears at"
|
|
" the bottom of the list. Type in the new category, then click "
|
|
":guilabel:`Save` to save the entry."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:260
|
|
msgid ""
|
|
"To reorganize how the categories appear in the list, click on the up and "
|
|
"down arrows to the left of the category to be moved, and drag the line to "
|
|
"the desired position. The order of the list does not affect the database in "
|
|
"any way. However, it may be preferable to view the vehicle categories in a "
|
|
"specific order, for example, by size, or the numbers of passengers the "
|
|
"vehicle can carry."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst-1
|
|
msgid "List view of the models in the fleet."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:270
|
|
msgid ":doc:`fleet/new_vehicle`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:271
|
|
msgid ":doc:`fleet/service`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:3
|
|
msgid "Create new vehicles"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:5
|
|
msgid ""
|
|
"Odoo's *Fleet* app manages all vehicles and the accompanying documentation "
|
|
"that comes with vehicle maintenance and driver's records."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:8
|
|
msgid ""
|
|
"All vehicles are organized on the main :guilabel:`Fleet` dashboard. Each "
|
|
"vehicle has its own *vehicle form*, which is displayed as a card in the "
|
|
"kanban view, according to it's status. Every vehicle form is displayed in "
|
|
"its current corresponding kanban stage. The default stages are "
|
|
":guilabel:`New Request`, :guilabel:`To Order`, :guilabel:`Ordered`, "
|
|
":guilabel:`Registered`, :guilabel:`Downgraded`, :guilabel:`Reserve`, and "
|
|
":guilabel:`Waiting List`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:14
|
|
msgid ""
|
|
"To add a new vehicle to the fleet, click the :guilabel:`Create` button, and "
|
|
"a blank vehicle form loads. Enter the vehicle information in the vehicle "
|
|
"form, then click :guilabel:`Save`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:18
|
|
msgid "Vehicle form fields"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:20
|
|
msgid ""
|
|
":guilabel:`Model`: select the vehicle's model from the drop-down menu. If "
|
|
"the model is not listed, type in the model name and click either "
|
|
":guilabel:`Create` or :guilabel:`Create and Edit`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:22
|
|
msgid ""
|
|
":guilabel:`License Plate`: enter the vehicle's license plate number in this "
|
|
"field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:23
|
|
msgid ""
|
|
":guilabel:`Tags`: select any tags from the drop-down menu, or type in a new "
|
|
"tag. There is no limit on the amount of tags that can be selected."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:27
|
|
msgid ""
|
|
"The :guilabel:`Model` is the only required field on the new vehicle form. "
|
|
"When a model is selected, other fields will appear on the vehicle form, and "
|
|
"relevant information will auto-populate fields that apply to the model. If "
|
|
"some of the fields do not appear, this may indicate there is no model "
|
|
"selected."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:33
|
|
msgid "Driver section"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:35
|
|
msgid ""
|
|
"This section of the vehicle form relates to the person who is currently "
|
|
"driving the car, as well as any plans for a change in the driver in the "
|
|
"future, and when."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:38
|
|
msgid ""
|
|
":guilabel:`Driver`: select the driver from the drop-down menu, or type in a "
|
|
"new driver and click either :guilabel:`Create` or :guilabel:`Create and "
|
|
"Edit`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:40
|
|
msgid ""
|
|
":guilabel:`Mobility Card`: if the selected driver has a mobility card listed"
|
|
" on their employee card in the *Employees* application, the mobility card "
|
|
"number will appear in this field. If there is no mobility card listed and "
|
|
"one should be added, :ref:`edit the employee card <employees/hr-settings>` "
|
|
"in the *Employees* application."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:44
|
|
msgid ""
|
|
":guilabel:`Future Driver`: if the next driver for the vehicle is known, "
|
|
"select the next driver from the drop-down menu, or type in the next driver "
|
|
"and click either :guilabel:`Create` or :guilabel:`Create and Edit`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:47
|
|
msgid ""
|
|
":guilabel:`Plan To Change Car`: if the current driver set for this vehicle "
|
|
"plans to change their vehicle, either because they are waiting on a new "
|
|
"vehicle that is being ordered, or this is a temporary vehicle assignment and"
|
|
" they know which vehicle they will be driving next, check this box. If the "
|
|
"current driver does not plan to change their vehicle and use this current "
|
|
"vehicle, do not check this box."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:52
|
|
msgid ""
|
|
":guilabel:`Assignment Date`: select the date the vehicle will be available "
|
|
"for another driver using the drop-down calendar. Select the date by "
|
|
"navigating to the correct month and year using the :guilabel:`⬅️ (left "
|
|
"arrow)` and :guilabel:`➡️ (right arrow)` icons, then click on the specific "
|
|
"day. If this field is blank, this indicates the vehicle is currently "
|
|
"available and can be reassigned to another driver. If it is populated, the "
|
|
"vehicle will not be available to assign to another driver until the date "
|
|
"entered."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:60
|
|
msgid ""
|
|
"A driver does **not** have to be an employee, but a driver must be listed in"
|
|
" the *Contacts* application. When creating a new driver, the driver is added"
|
|
" to the *Contacts* application, not the *Employees* application."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:65
|
|
msgid "Vehicle section"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:67
|
|
msgid ""
|
|
"This section of the vehicle form relates to the physical vehicle, it's "
|
|
"various properties, when it was added, where it is located, and who is "
|
|
"managing it."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:70
|
|
msgid ""
|
|
":guilabel:`Immatriculation Date`: select the date the vehicle is acquired "
|
|
"using the drop-down calendar."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:72
|
|
msgid ""
|
|
":guilabel:`Cancellation Date`: select the date the vehicle lease will "
|
|
"expire, or when the vehicle will be no longer available, using the drop-down"
|
|
" calendar."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:74
|
|
msgid ""
|
|
":guilabel:`Chassis Number`: enter the chassis number in the field. This is "
|
|
"known in some countries as the :abbr:`VIN (Vehicle Identification Number)` "
|
|
"number."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:76
|
|
msgid ""
|
|
":guilabel:`Last Odometer`: enter the last known odometer reading in the "
|
|
"number field. Using the drop-down menu next to the number field, select "
|
|
"whether the odometer reading is in kilometers :guilabel:`(km)` or miles "
|
|
":guilabel:`(mi)`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:79
|
|
msgid ""
|
|
":guilabel:`Fleet Manager`: select the fleet manager from the drop-down menu,"
|
|
" or type in a new fleet manager and click either :guilabel:`Create` or "
|
|
":guilabel:`Create and Edit`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:81
|
|
msgid ""
|
|
":guilabel:`Location`: type in the location for the vehicle in the field. The"
|
|
" most common scenario for when this field would be populated is if a company"
|
|
" has several office locations. The typical office location where the vehicle"
|
|
" is located would be the location entered."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:84
|
|
msgid ""
|
|
":guilabel:`Company`: select the company that the vehicle will be used for "
|
|
"and associated with from the drop-down menu, or type in a new company and "
|
|
"click either :guilabel:`Create` or :guilabel:`Create and Edit`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:89
|
|
msgid ""
|
|
"Creating a new company may cause a subscription price change depending on "
|
|
"the current plan. Refer to `Odoo's pricing plan "
|
|
"<https://www.odoo.com/pricing-plan>`_ for more details."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst-1
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst-1
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst-1
|
|
msgid "The new vehicle form, showing the vehicle tax section."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:97
|
|
msgid "Tax Info tab"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:100
|
|
msgid "Fiscality"
|
|
msgstr "Fiscaliteit"
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:102
|
|
msgid ""
|
|
":guilabel:`Horsepower Taxation`: enter the amount that is taxed based on the"
|
|
" size of the vehicles engine. This is determined by local taxes and "
|
|
"regulations, and varies depending on the location. It is recommended to "
|
|
"check with the accounting department to ensure this value is correct."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:105
|
|
msgid ""
|
|
":guilabel:`Disallowed Expense Rate`: this is the amount of non-deductible "
|
|
"expenses for the vehicle. This amount is not counted towards any deductions "
|
|
"on a tax return or as an allowable expense when calculating taxable income. "
|
|
"It is recommended to check with the accounting department to ensure the "
|
|
"value(s) entered are correct."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:110
|
|
msgid ""
|
|
":guilabel:`Start Date`: enter the :guilabel:`Start Date` and :guilabel:`(%) "
|
|
"Percentage` for when the :guilabel:`Disallowed Expense Rate` value goes into"
|
|
" effect. Click :guilabel:`Add a line` to enter a date. Click on the blank "
|
|
"line to display a calendar. Select the date by navigating to the correct "
|
|
"month and year using the :guilabel:`⬅️ (left arrow)` and :guilabel:`➡️ "
|
|
"(right arrow)` icons, then click on the specific day. Enter the percentage "
|
|
"that is disallowed in the :guilabel:`% (percent)` field to the right of the "
|
|
"date. The percentage should be entered in an XX.XX format. Repeat this for "
|
|
"all entries needed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:119
|
|
msgid "Contract"
|
|
msgstr "Contract"
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:121
|
|
msgid ""
|
|
":guilabel:`First Contract Date`: select the start date for the vehicle's "
|
|
"first contract using the drop-down calendar. Typically this is the day the "
|
|
"vehicle is purchased or leased."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:123
|
|
msgid ""
|
|
":guilabel:`Catalog Value (VAT Incl.)`: enter the MSRP (Manufacturer's "
|
|
"Suggested Retail Price) for the vehicle at the time of purchase or lease."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:125
|
|
msgid ""
|
|
":guilabel:`Purchase Value`: enter the purchase price or the value of the "
|
|
"lease for the vehicle."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:126
|
|
msgid ":guilabel:`Residual Value`: enter the current value of the vehicle."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:129
|
|
msgid ""
|
|
"The values listed above will affect the accounting department. It is "
|
|
"recommended to check with the accounting department for more information "
|
|
"and/or assistance with these values."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:137
|
|
msgid "Model tab"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:139
|
|
msgid ""
|
|
"If the model for the new vehicle is already configured in the database, the "
|
|
":guilabel:`Model` tab will be populated with the corresponding information. "
|
|
"If the model is not already in the database and the :guilabel:`Model` tab "
|
|
"needs to be configured, :ref:`configure the new vehicle model <fleet/add-"
|
|
"model>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:144
|
|
msgid ""
|
|
"Check the information in the :guilabel:`Model` tab to ensure it is accurate."
|
|
" For example, the color of the vehicle, or whether there is a trailer hitch "
|
|
"installed or not, are examples of information that may need updating."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:153
|
|
msgid "Note tab"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:155
|
|
msgid "Enter any notes for the vehicle in this section."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:3
|
|
msgid "Services"
|
|
msgstr "Diensten"
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:5
|
|
msgid ""
|
|
"To properly maintain a fleet of vehicles, regular maintenance as well as "
|
|
"periodic repairs are needed. Scheduling repairs and managing services for an"
|
|
" entire fleet is necessary to ensure all vehicles are in good working order "
|
|
"when they are needed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:10
|
|
msgid "Create a service record"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:12
|
|
msgid ""
|
|
"To log a service, go to the main services dashboard by navigating to "
|
|
":menuselection:`Fleet app --> Fleet --> Services`. Click :guilabel:`Create` "
|
|
"and a service form appears. Fill in the information on the form and click "
|
|
":guilabel:`Save`. The only two fields that are required to be populated are "
|
|
":guilabel:`Service Type` and :guilabel:`Vehicle`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:17
|
|
msgid "The fields are:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:19
|
|
msgid ":guilabel:`Description`: enter in a short description of the service."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:20
|
|
msgid ""
|
|
":guilabel:`Service Type`: select the type of service performed from the "
|
|
"drop-down menu, or type in a new type of service and click either "
|
|
":guilabel:`Create` or :guilabel:`Create & Edit...`. This list is not pre-"
|
|
"configured in Odoo. When creating a fleet and logging a service, the types "
|
|
"of service need to be created."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:24
|
|
msgid ""
|
|
":guilabel:`Date`: using the calendar module, select the date the service was"
|
|
" provided or is scheduled to be performed. Navigate to the desired month "
|
|
"using the left and right arrow icons, then click on the date to select it."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:27
|
|
msgid ":guilabel:`Cost`: enter the cost of the service."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:28
|
|
msgid ""
|
|
":guilabel:`Vendor`: select the vendor who performed the service from the "
|
|
"drop-down menu. If the vendor has not already been entered in the system, "
|
|
"type in the vendor name and click either :guilabel:`Create` to add them, or "
|
|
":guilabel:`Create & Edit...` to create the vendor and edit the vendor form. "
|
|
"The vendor form allows for other details aside form the name to be entered, "
|
|
"such as contact information."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:33
|
|
msgid ""
|
|
":guilabel:`Vehicle`: select the vehicle that was serviced from the drop-down"
|
|
" menu. When the vehicle is selected, the :guilabel:`Driver` field is "
|
|
"populated, and the unit of measure for the :guilabel:`Mileage` field "
|
|
"appears."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:36
|
|
msgid ""
|
|
":guilabel:`Driver`: the current driver listed for the selected vehicle is "
|
|
"populated when the :guilabel:`Vehicle` is selected. If the driver needs to "
|
|
"be changed, another driver can be selected from the drop-down menu."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:39
|
|
msgid ""
|
|
":guilabel:`Odometer Value`: enter the odometer reading when the service was "
|
|
"done. The units of measure will either be in kilometers (:guilabel:`km`) or "
|
|
"miles (:guilabel:`mi`). When the :guilabel:`Vehicle` is selected, the units "
|
|
"of measure is populated. This comes from the vehicle form. To change from "
|
|
"kilometers to miles, or vice versa, click the :guilabel:`External Link` "
|
|
"button next to the vehicle selected in the :guilabel:`Vehicle` field. Change"
|
|
" the unit of measure, then click :guilabel:`Save`. the unit of measure will "
|
|
"be updated in the :guilabel:`Odometer Value` field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:46
|
|
msgid ""
|
|
":guilabel:`Notes`: enter any notes for the repair in the notes tab at the "
|
|
"bottom of the service form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst-1
|
|
msgid ""
|
|
"Enter the information for a new service. The required fields are Service "
|
|
"Type and Vehicle."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:54
|
|
msgid "List of services"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:56
|
|
msgid ""
|
|
"To view all services logged in the database, including old and new requests,"
|
|
" go to :menuselection:`Fleet application --> Fleet --> Services`. All "
|
|
"services appear in a list view, including all the details for each service."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:60
|
|
msgid "Each service listed displays the following information:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:62
|
|
msgid ""
|
|
":guilabel:`Date`: the date service or repair was performed or is requested "
|
|
"to be performed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:63
|
|
msgid ""
|
|
":guilabel:`Description`: a short description of the specific type of service"
|
|
" or repair performed to clarify the specific service."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:65
|
|
msgid ""
|
|
":guilabel:`Service Type`: the service or repair performed. This is selected "
|
|
"from a list of services that must be configured."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:67
|
|
msgid ""
|
|
":guilabel:`Vehicle`: the specific vehicle the service was performed on."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:68
|
|
msgid ":guilabel:`Driver`: who the current driver is for the vehicle."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:69
|
|
msgid ""
|
|
":guilabel:`Vendor`: the specific vendor who performed the service or repair."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:70
|
|
msgid ":guilabel:`Cost`: the total cost for the service or repair."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:71
|
|
msgid ""
|
|
":guilabel:`Notes`: any information associated with the service or repair "
|
|
"that is documented to add clarification."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:73
|
|
msgid ""
|
|
":guilabel:`Stage`: the status of the service or repair. Options are "
|
|
":guilabel:`New`, :guilabel:`Running`, :guilabel:`Canceled`, or "
|
|
":guilabel:`Done`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst-1
|
|
msgid "The full list of services in the Odoo database."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:81
|
|
msgid "View services"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:83
|
|
msgid ""
|
|
"It is recommended to view the list of services in one of several pre-"
|
|
"configured ways to better view the information presented. In the top right "
|
|
"corner of the list, there are several icons that when clicked, sort the data"
|
|
" in different ways."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst-1
|
|
msgid ""
|
|
"The icons in the top right corner than cn be clicked to present the information in\n"
|
|
"different ways."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:93
|
|
msgid "List view"
|
|
msgstr "Lijstweergave"
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:95
|
|
msgid ""
|
|
"The default view of the services is the list view. This presents all the "
|
|
"services in chronological order, from oldest to newest, in a list."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:98
|
|
msgid ""
|
|
"The information can be sorted by any column. At the top of each column, "
|
|
"hover over the column name. An arrow appears to the right of the name. Click"
|
|
" the arrow to sort the data by that specific column."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:101
|
|
msgid ""
|
|
"The default sorting is descending alphabetical order (A to Z). Click the "
|
|
"arrow again to reverse the order, and go in reverse alphabetical order (Z to"
|
|
" A). The one exception to this sorting is the default :guilabel:`Date` "
|
|
"column, which sorts the information in chronological order (January to "
|
|
"December) instead of alphabetical order."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:107
|
|
#: ../../content/applications/hr/recruitment.rst:33
|
|
msgid "Kanban view"
|
|
msgstr "Kanban-weergave"
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:109
|
|
msgid ""
|
|
"To view services by their stage, click on the :guilabel:`Kanban icon`, which"
|
|
" is the second icon in the top right, and appears as four black squares in a"
|
|
" cube."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:112
|
|
msgid ""
|
|
"All the services with the same status appear in the corresponding column, "
|
|
"from :guilabel:`Running` to :guilabel:`Cancelled`. To change the status of a"
|
|
" service, simply click and drag the service card to the desired stage."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:117
|
|
msgid "Graph view"
|
|
msgstr "Grafiekweergave"
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:119
|
|
msgid ""
|
|
"Another way to view the data is in a graph. To view the graph, click the "
|
|
":guilabel:`Graph icon`, which is the third icon in the top right, and "
|
|
"appears as a small graph."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:122
|
|
msgid ""
|
|
"The graph displays the information in a graph where the X axis represents "
|
|
"the :guilabel:`Date` and the Y axis represents the :guilabel:`Cost`. Each "
|
|
"column represents a single month, and then is further organized by vehicle. "
|
|
"Each vehicle is represented by a different color, and each month's bar is "
|
|
"divided by each vehicle."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:128
|
|
msgid "Pivot view"
|
|
msgstr "Draaitabelweergave"
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:130
|
|
msgid ""
|
|
"The final way to view the service data is in a spreadsheet pivot table. "
|
|
"Click on the :guilabel:`Pivot icon`, which is the last icon in the top "
|
|
"right, and appears as a small spreadsheet."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:133
|
|
msgid ""
|
|
"The data presented in the table shows the cost of each service or repair. "
|
|
"The rows represent the vendors, and each vehicle that was serviced by them "
|
|
"appears beneath each vendor. The column represent the different service "
|
|
"types performed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:137
|
|
msgid ""
|
|
"The table can be inserted in a spreadsheet or downloaded. To add the pivot "
|
|
"table to a spreadsheet in Odoo, click :guilabel:`Insert In Spreadsheet` and "
|
|
"a pop-up appears. Select the spreadsheet the data should be added to from "
|
|
"the drop-down menu, and click :guilabel:`Confirm`. The spreadsheet then "
|
|
"loads on the screen. The spreadsheets are stored in Odoo's *Documents* "
|
|
"application. To download the table in an `xlsx` format, click the "
|
|
":guilabel:`Download` icon."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst-1
|
|
msgid ""
|
|
"Download the pivot table to an xlsx file, or insert the data in a spreadsheet in Odoo's\n"
|
|
"Documents application."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:6
|
|
#: ../../content/applications/hr/payroll/reporting.rst:39
|
|
msgid "Payroll"
|
|
msgstr "Loonadministratie"
|
|
|
|
#: ../../content/applications/hr/payroll.rst:8
|
|
msgid ""
|
|
"Odoo *Payroll* is used to process work entries and create payslips for "
|
|
"employees, including both regular pay and commission. Payroll works in "
|
|
"conjunction with other Odoo apps, such as *Employees*, *Timesheets*, *Time "
|
|
"Off*, and *Attendances*."
|
|
msgstr ""
|
|
"Odoo *Loonadministratie* wordt gebruikt voor het verwerken van werkboekingen"
|
|
" en het maken van loonstroken voor werknemers, inclusief regulier loon en "
|
|
"commissies."
|
|
|
|
#: ../../content/applications/hr/payroll.rst:12
|
|
msgid ""
|
|
"The *Payroll* app helps ensure there are no issues or conflicts when "
|
|
"validating work entries, handles country-specific localizations to ensure "
|
|
"that payslips follow local rules and taxes, and allows for salary "
|
|
"assignments. Payroll configuration is critical to ensure accurate and timely"
|
|
" processing of payslips."
|
|
msgstr ""
|
|
"De *Loonadministratie*-applicatie zorg ervoor dat er geen problemen of "
|
|
"conflicten zijn bij het valideren van prestaties, verwerkt landspecifieke "
|
|
"lokalisaties zodat de loonstroken de lokale regels en belastingen volgen en "
|
|
"maakt loonbeslagen mogelijk. De configuratie van de loonadministratie is van"
|
|
" cruciaal belang om de loonstroken nauwgezet en tijdig te verwerken."
|
|
|
|
#: ../../content/applications/hr/payroll.rst:20
|
|
msgid ""
|
|
"To access the *Settings*, go to :menuselection:`Payroll --> Configuration "
|
|
"--> Settings`. Whether or not payslips are posted in accounting, and whether"
|
|
" SEPA payments are created, is selected here."
|
|
msgstr ""
|
|
"Voor de *Instellingen*, ga naar :menuselection:`Loonadministratie --> "
|
|
"Configuratie --> Instellingen`. Je kan hier instellen of loonstroken geboekt"
|
|
" worden in de boekhouding en of SEPA betalingen gemaakt worden."
|
|
|
|
#: ../../content/applications/hr/payroll.rst:23
|
|
msgid ""
|
|
"The :guilabel:`Settings` screen is where localization settings are "
|
|
"configured. *Localizations* are country-specific settings pre-configured in "
|
|
"Odoo at the creation of the database, and account for all taxes, fees, and "
|
|
"allowances for that particular country. The :guilabel:`Localization` section"
|
|
" of the :guilabel:`Settings` includes a detailed view of all benefits "
|
|
"provided to employees."
|
|
msgstr ""
|
|
"Op het scherm :guilabel:`Instellingen` worden de lokalisatie-instellingen "
|
|
"geconfigureerd. *Lokalisaties* zijn landspecifieke instellingen die reeds "
|
|
"vooraf zijn geconfigureerd in Odoo bij het maken van de database en die "
|
|
"rekening houden met de belastingen, vergoedingen en toeslagen voor dat "
|
|
"specifieke land. De sectie :guilabel:`Lokalisatie` van de "
|
|
":guilabel:`Instellingen` bevat een gedetailleerde weergave van alle aan de "
|
|
"werknemers aangeboden voordelen."
|
|
|
|
#: ../../content/applications/hr/payroll.rst-1
|
|
msgid "Settings available for Payroll."
|
|
msgstr "Beschikbare instellingen voor de loonadministratie."
|
|
|
|
#: ../../content/applications/hr/payroll.rst:32
|
|
msgid ""
|
|
"Any country-specific localizations are set up in the "
|
|
":guilabel:`Localization` section of the :guilabel:`Settings` screen. All "
|
|
"localization items are pre-populated when the country is specified during "
|
|
"the creation of the database. It is not recommended to alter the "
|
|
"localization settings unless specifically required."
|
|
msgstr ""
|
|
"Alle landspecifieke lokalisaties worden geconfigureerd in de sectie "
|
|
":guilabel:`Lokalisatie` van de :guilabel:`Instellingen`. Alle lokalisatie-"
|
|
"items worden vooraf ingevuld wanneer het land wordt gekozen tijdens het "
|
|
"aanmaken van de database. Het is niet aangeraden om de instellingen van de "
|
|
"lokalisatie te wijzigen, tenzij dit specifiek vereist is."
|
|
|
|
#: ../../content/applications/hr/payroll.rst:38
|
|
msgid ""
|
|
"Odoo can handle a multi-company configuration. This is generally done when "
|
|
"there is a main company or office location, such as a headquarters, and "
|
|
"there are other offices/branches around the country or globe, that fall "
|
|
"under that main company or headquarters. In Odoo, each company, including "
|
|
"the headquarters, would be setup as their own company/branch using the "
|
|
"multi-company method."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:44
|
|
msgid ""
|
|
"Each individual company can have a different localization setting configured"
|
|
" for that specific company, since company locations can vary and be located "
|
|
"anywhere in the world, where rules and laws differ. For more information on "
|
|
"companies refer to :doc:`this documentation <../general/companies>` on "
|
|
"setting up companies."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:52
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:3
|
|
msgid "Work entries"
|
|
msgstr "Werkboekingen"
|
|
|
|
#: ../../content/applications/hr/payroll.rst:54
|
|
msgid ""
|
|
"A *work entry* is an individual record on an employee's timesheet. Work "
|
|
"entries can be configured to account for all types of work and time off, "
|
|
"such as :guilabel:`Attendance`, :guilabel:`Sick Time Off`, "
|
|
":guilabel:`Training`, or :guilabel:`Public Holiday`."
|
|
msgstr ""
|
|
"Een *werkboeking* is een individueel record op de urenstaat van een "
|
|
"werknemer. Werkboekingen kunnen geconfigureerd worden om alle soorten werk "
|
|
"en vrije tijd te registreren, zoals :guilabel:`Aanwezigheden`, "
|
|
":guilabel:`Ziekteverlof`, :guilabel:`Training`, of :guilabel:`Feestdagen`."
|
|
|
|
#: ../../content/applications/hr/payroll.rst:59
|
|
msgid ":doc:`Manage work entries <payroll/work_entries>`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:62
|
|
msgid "Work entry types"
|
|
msgstr "Werkboekingstypes"
|
|
|
|
#: ../../content/applications/hr/payroll.rst:64
|
|
msgid ""
|
|
"When creating a work entry in the *Payroll* application, or when an employee"
|
|
" enters information in the *Timesheets* application, a :guilabel:`Work Entry"
|
|
" Type` needs to be selected. The list of :guilabel:`Work Entry Types` is "
|
|
"automatically created based on localization settings set in the database."
|
|
msgstr ""
|
|
"Bij het aanmaken van een werkboeking in de *Loonadministratie*-applicatie of"
|
|
" wanneer een werknemer informatie invoert in de *Urenstaten*-applicatie moet"
|
|
" een :guilabel:`Werkboekingstype` worden geselecteerd. De lijst met "
|
|
":guilabel:`Werkboekingstypes` wordt automatisch aangemaakt op basis van de "
|
|
"lokalisatie instellingen in de database."
|
|
|
|
#: ../../content/applications/hr/payroll.rst:69
|
|
msgid ""
|
|
"To view the current work entry types available, go to "
|
|
":menuselection:`Payroll --> Configuration --> Work Entries --> Work Entry "
|
|
"Types`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:72
|
|
msgid ""
|
|
"Each work entry type has a code to aid in the creation of payslips, and to "
|
|
"ensure all taxes and fees are correctly entered."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst-1
|
|
msgid ""
|
|
"List of all work entry types currently available for use, with the payroll "
|
|
"code and color."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:80
|
|
msgid "New work entry type"
|
|
msgstr "Nieuwe werkboekingstype"
|
|
|
|
#: ../../content/applications/hr/payroll.rst:82
|
|
msgid ""
|
|
"To create a new :guilabel:`Work Entry Type`, click the :guilabel:`New` "
|
|
"button, and enter the information for the following sections on the form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:86
|
|
msgid "General information section"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:88
|
|
msgid ""
|
|
":guilabel:`Work Entry Type Name`: The name should be short and descriptive, "
|
|
"such as `Sick Time` or `Public Holiday`."
|
|
msgstr ""
|
|
":guilabel:`Naam werkboekingstype`: De naam moet kort en beschrijvend zijn, "
|
|
"zoals `Ziekteverlof` of `Feestdag`."
|
|
|
|
#: ../../content/applications/hr/payroll.rst:90
|
|
msgid ""
|
|
":guilabel:`Payroll Code`: This code appears with the work entry type on "
|
|
"timesheets and payslips. Since the code is used in conjunction with the "
|
|
"*Accounting* application, it is advised to check with the accounting "
|
|
"department for a code to use."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:93
|
|
msgid ""
|
|
":guilabel:`DMFA code`: This code is used to identify :abbr:`DMFA (De "
|
|
"Multifunctionele Aangifte)` entries on a corresponding DMFA report. The DMFA"
|
|
" report is a quarterly report that Belgian-based companies are required to "
|
|
"submit for social security reporting purposes. This report states the work "
|
|
"done by the employees during the quarter, as well as the salaries paid to "
|
|
"those employees."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:97
|
|
msgid ""
|
|
":guilabel:`External Code`: This code is used for exporting data to a third-"
|
|
"party payroll service. Check with the third-party being used in order to "
|
|
"determine the :guilabel:`External Code` to enter for the new work entry "
|
|
"type."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:100
|
|
msgid ""
|
|
":guilabel:`SDWorx code`: This code is only for companies that use SDWorx, a "
|
|
"payroll service provider."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:102
|
|
msgid ":guilabel:`Color`: Select a color for the particular work entry type."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:105
|
|
msgid "Display in payslip section"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:107
|
|
msgid ""
|
|
":guilabel:`Rounding`: The rounding method selected determines how quantities"
|
|
" on timesheet entries are displayed on the payslip."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:110
|
|
msgid ":guilabel:`No Rounding`: A timesheet entry is not modified."
|
|
msgstr ":guilabel:`Geen afronding`: De urenstaatpost wordt niet aangepast."
|
|
|
|
#: ../../content/applications/hr/payroll.rst:111
|
|
msgid ""
|
|
":guilabel:`Half Day`: A timesheet entry is rounded to the closest half day "
|
|
"amount."
|
|
msgstr ""
|
|
":guilabel:`Halve dag`: Een urenstaatpost wordt afgerond naar de "
|
|
"dichtstbijzijnde halve dag."
|
|
|
|
#: ../../content/applications/hr/payroll.rst:112
|
|
msgid ""
|
|
":guilabel:`Day`: A timesheet entry is rounded to the closest full day "
|
|
"amount."
|
|
msgstr ""
|
|
":guilabel:`Dag`: Een urenstaatpost wordt afgerond naar de dichtstbijzijnde "
|
|
"volledige dag."
|
|
|
|
#: ../../content/applications/hr/payroll.rst:115
|
|
msgid ""
|
|
"If the working time is set to an 8-hour work day (40-hour work week), and an"
|
|
" employee enters a time of 5.5 hours on a timesheet, and "
|
|
":guilabel:`Rounding` is set to :guilabel:`No Rounding`, the entry remains "
|
|
"5.5 hours. If :guilabel:`Rounding` is set to :guilabel:`Half Day`, the entry"
|
|
" is changed to 4 hours. If it is set to :guilabel:`Day`, it is changed to 8 "
|
|
"hours."
|
|
msgstr ""
|
|
"Als de werktijd is ingesteld op een werkdag van 8 uren (40-urige werkweek) "
|
|
"en een werknemer voert 5,5 uur in op een urenstaat en de "
|
|
":guilabel:`Afronding` is ingesteld op :guilabel:`Geen afronding`, blijft de "
|
|
"post 5,5 uur. Als de :guilabel:`Afronding` ingesteld is op :guilabel:`Halve "
|
|
"dag`, wordt de post aangepast naar 4 uur. Als de afronding is ingesteld op "
|
|
":guilabel:`Dag`, wordt de post aangepast naar 8 uur."
|
|
|
|
#: ../../content/applications/hr/payroll.rst:121
|
|
msgid "Unpaid section"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:123
|
|
msgid ""
|
|
":guilabel:`Unpaid in Structures Types`: If the work entry is for work that "
|
|
"is not paid, specify which pay structure the unpaid work entry applies to "
|
|
"from the drop-down menu. Some situations where work would be logged on a "
|
|
"timesheet but no compensation given would be for unpaid internships, unpaid "
|
|
"training, or volunteer work."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:129
|
|
msgid "Valid for advantages section"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:131
|
|
msgid ""
|
|
":guilabel:`Meal Voucher`: If the work entry should count towards a meal "
|
|
"voucher, check the box."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:132
|
|
msgid ""
|
|
":guilabel:`Representation Fees`: If the work entry should count towards "
|
|
"representation fees, check the box."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:134
|
|
msgid ""
|
|
":guilabel:`Private Car Reimbursement`: If the work entry should count "
|
|
"towards a private car reimbursement, check the box."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:138
|
|
msgid "Time off options section"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:140
|
|
msgid ""
|
|
":guilabel:`Time Off`: Check this box if the work entry type can be selected "
|
|
"for a time off request or entry in the *Time Off* application. If "
|
|
":guilabel:`Time Off` is checked, a :guilabel:`Time Off Type` field appears. "
|
|
"This field has a drop-down menu to select the specific type of time off, "
|
|
"such as `Paid Time Off`, `Sick Time Off`, or `Extra Hours` for example. A "
|
|
"new type of time off can be entered in the field if the listed types of time"
|
|
" off in the drop-down menu do not display the type of time off needed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:146
|
|
msgid ""
|
|
":guilabel:`Keep Time Off Right`: This is for Belgian-specific companies "
|
|
"only, and will not appear for other localizations. Check this box if the "
|
|
"work entry is for time off that will affect the time off benefits for the "
|
|
"following year. Workers are given time off each year according to the "
|
|
"government, and in some cases, time-off taken during a specific time period "
|
|
"can affect how much time off the employee will receive or accrue the "
|
|
"following year."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:153
|
|
msgid "Reporting section"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:155
|
|
msgid ""
|
|
":guilabel:`Unforeseen Absence`: If the work entry should be visible on the "
|
|
"unforeseen absences report, check this box."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst-1
|
|
msgid "New work entry type form with all fields to be filled in."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:165
|
|
msgid "Working schedules"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:167
|
|
msgid ""
|
|
"To view the currently configured working schedules, go to "
|
|
":menuselection:`Payroll --> Configuration --> Work Entries --> Working "
|
|
"Schedules`. The working schedules that are available for an employee's "
|
|
"contracts and work entries are found in this list."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:171
|
|
msgid ""
|
|
"Working schedules are company-specific. Each company must identify each type"
|
|
" of working schedule they use."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:175
|
|
msgid ""
|
|
"An Odoo database containing multiple companies that use a standard 40-hour "
|
|
"work week needs to have a separate working schedule entry for each company "
|
|
"that uses the 40-hour standard work week."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:178
|
|
msgid ""
|
|
"A database with five companies that all use a standard 40-hour work week "
|
|
"needs to have five separate 40-hour working schedules configured."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst-1
|
|
msgid ""
|
|
"All working schedules available to use currently set up in the database for "
|
|
"the company."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:186
|
|
msgid "New working schedule"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:188
|
|
msgid ""
|
|
"To create a new working schedule, click the :guilabel:`New` button, and "
|
|
"enter the information on the form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:191
|
|
msgid ""
|
|
"The fields are auto-populated for a regular 40-hour work week but can be "
|
|
"modified. First, change the name of the working time by modifying the text "
|
|
"in the :guilabel:`Name` field. Next, make any adjustments to the days and "
|
|
"times that apply to the new working time."
|
|
msgstr ""
|
|
"De velden worden automatisch ingevuld voor een normale 40-urige werkweek, "
|
|
"maar kunnen worden gewijzigd. Wijzig eerst de naam van de werktijd door de "
|
|
"tekst in het veld :guilabel:`Naam` aan te passen. Pas vervolgens de dagen en"
|
|
" tijden aan die van toepassing zijn op de nieuwe werktijd."
|
|
|
|
#: ../../content/applications/hr/payroll.rst:195
|
|
msgid ""
|
|
"In the :guilabel:`Working Hours` tab, modify the :guilabel:`Day of Week`, "
|
|
":guilabel:`Day Period`, and :guilabel:`Work Entry Type` selections by "
|
|
"clicking on the drop-down menus in each column and making the desired "
|
|
"selection. The :guilabel:`Work From` and :guilabel:`Work To` columns are "
|
|
"modified by typing in the time."
|
|
msgstr ""
|
|
"In het tabblad :guilabel:`Werkuren`, wijzig de :guilabel:`Dag van de week`, "
|
|
"de :guilabel:`Periode van de dag`, en het :guilabel:`Werkboekingstype` door "
|
|
"te klikken in het vervolgkeuzemenu in elke kolom en de gewenste selectie te "
|
|
"maken. De kolommen :guilabel:`Begintijd` en :guilabel:`Eindtijd` worden "
|
|
"gewijzigd door de tijd in te voeren."
|
|
|
|
#: ../../content/applications/hr/payroll.rst:201
|
|
msgid ""
|
|
"The :guilabel:`Work From` and :guilabel:`Work To` times must be in a 24-hour"
|
|
" format. For example, `2:00 PM` would be entered as `14:00`."
|
|
msgstr ""
|
|
"De :guilabel:`Begintijd` en de :guilabel:`Eindtijd` moeten in een 24-uurs "
|
|
"indeling zijn. Bijvoorbeeld, `2:00 PM` wordt ingegeven als `14:00`."
|
|
|
|
#: ../../content/applications/hr/payroll.rst:204
|
|
msgid ""
|
|
"If the working time should be in a two-week configuration, click the "
|
|
":guilabel:`Switch to 2 weeks calendar` button in the top left. This creates "
|
|
"entries for an :guilabel:`Even week` and an :guilabel:`Odd week`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst-1
|
|
msgid "New working schedule form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:218
|
|
msgid "Structure types"
|
|
msgstr "Structuurtypes"
|
|
|
|
#: ../../content/applications/hr/payroll.rst:220
|
|
msgid ""
|
|
"In Odoo, an employee's payslip is based on *structures* and *structure "
|
|
"types*, which both affect how an employee enters timesheets. Each structure "
|
|
"type is an individual set of rules for processing a timesheet entry, which "
|
|
"consists of different structures nested within it. Structure types define "
|
|
"how often an employee gets paid, the working hours, and if wages are based "
|
|
"on a salary (fixed) or how many hours the employee worked (varied)."
|
|
msgstr ""
|
|
"In Odoo is de loonstrook van een werknemer gebaseerd op *structuren* en "
|
|
"*structuurtypes*, die beide invloed hebben op de manier waarop een werknemer"
|
|
" urenstaten invoert. Elk structuurtype heeft een individueel set regels voor"
|
|
" het verwerken van een urenstaatpost, die bestaat uit verschillende "
|
|
"ingeneste structuren. Structuurtypes bepalen hoe vaak een werknemer wordt "
|
|
"betaald, de werkuren en of de salarissen gebaseerd zijn op een loon (vast) "
|
|
"of op het aantal gewerkte uren van de werknemer (variabel)."
|
|
|
|
#: ../../content/applications/hr/payroll.rst:226
|
|
msgid ""
|
|
"For example, a structure type could be `Employee`, and that structure type "
|
|
"could have two different structures in it: a `Regular Pay` structure which "
|
|
"includes all the separate rules for processing regular pay, as well as a "
|
|
"structure for an `End of Year Bonus` which includes the rules only for the "
|
|
"end of year bonus. Both the `Regular Pay` structure and `End of Year Bonus` "
|
|
"structure are structures within the `Employee` structure type."
|
|
msgstr ""
|
|
"Een structuurtype kan bijvoorbeeld `Werknemer` zijn en dat structuurtype kan"
|
|
" twee verschillende structuren hebben: een structuur voor `Regulier loon` "
|
|
"met alle afzonderlijke regels voor het verwerken van het regulier loon, en "
|
|
"een structuur voor een `Eindejaarsuitkering` enkel met de regels voor de "
|
|
"eindejaarsuitkering. Zowel het `Regulier loon` als de `Eindejaarsuitkering` "
|
|
"zijn structuren binnen het structuurtype `Werknemer`."
|
|
|
|
#: ../../content/applications/hr/payroll.rst:232
|
|
msgid ""
|
|
"The different structure types can be seen by going to "
|
|
":menuselection:`Payroll --> Configuration --> Salary --> Structure Types`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:235
|
|
msgid ""
|
|
"There are two default structure types configured in Odoo: *Employee* and "
|
|
"*Worker*. Typically, *Employee* is used for salaried employees, which is why"
|
|
" the wage type is *Monthly Fixed Wage*, and *Worker* is typically used for "
|
|
"employees paid by the hour, so the wage type is *Hourly Wage*."
|
|
msgstr ""
|
|
"Er zijn twee standaard structuurtypes geconfigureerd in Odoo: *Werknemer* en"
|
|
" *Arbeider*. *Werknemer* wordt meestal gebruikt voor werknemers in "
|
|
"loondienst, daarom is het loontype een *Maandelijks vast loon* en *Arbeider*"
|
|
" wordt meestal gebruikt voor werknemers die per uur betaald worden, dus het "
|
|
"loontype is *Uurloon*."
|
|
|
|
#: ../../content/applications/hr/payroll.rst-1
|
|
msgid "List of all currently configured structure types available to use."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:244
|
|
msgid "New structure type"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:246
|
|
msgid ""
|
|
"To make a new structure type, click the :guilabel:`New` button and a "
|
|
"structure type form appears. Enter the information in the fields. Most "
|
|
"fields are pre-populated, but all the fields can be modified."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:250
|
|
msgid ""
|
|
":guilabel:`Structure Type`: Enter the name for the new structure type, such "
|
|
"as 'Employee' or 'Worker'."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:252
|
|
msgid ""
|
|
":guilabel:`Country`: Select the country that the new structure type applies "
|
|
"to from the drop-down menu."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:254
|
|
msgid ""
|
|
":guilabel:`Wage Type`: Select what type of wage the new structure type will "
|
|
"use, either :guilabel:`Monthly Fixed Wage` or :guilabel:`Hourly Wage`. If "
|
|
"the wage type is going to be used for salaried employees who receive the "
|
|
"same wage every pay period, select :guilabel:`Monthly Fixed Wage`. If the "
|
|
"wage type is going to be used for employees who receive wages based on how "
|
|
"many hours they worked during a pay period, select :guilabel:`Hourly Wage`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:259
|
|
msgid ""
|
|
":guilabel:`Default Scheduled Pay`: Select the typical pay schedule for the "
|
|
"new structure type from the drop-down menu. Options are :guilabel:`Monthly`,"
|
|
" :guilabel:`Quarterly`, :guilabel:`Semi-annually`, :guilabel:`Annually`, "
|
|
":guilabel:`Weekly`, :guilabel:`Bi-weekly`, :guilabel:`Bi-monthly`. This "
|
|
"indicates how often this type of structure type is paid out."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:263
|
|
msgid ""
|
|
":guilabel:`Default Working Hours`: Select the default working hours for the "
|
|
"new structure type from the drop-down menu. All available working hours for "
|
|
"the currently selected company appear in the drop-down menu. The default "
|
|
"working hours that are pre-configured in Odoo is the :guilabel:`Standard 40 "
|
|
"hours/week` option. If the needed working hours do not appear in the list, a"
|
|
" :ref:`new set of default working hours can be created <new-default-working-"
|
|
"hours>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:268
|
|
msgid ""
|
|
":guilabel:`Regular Pay Structure`: Type in the name for the regular pay "
|
|
"structure."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:269
|
|
msgid ""
|
|
":guilabel:`Default Work Entry Type`: Select the default type of work entry "
|
|
"the new structure type will fall under from the drop-down menu. Options "
|
|
"include :guilabel:`Attendance`, :guilabel:`Overtime Hours`, "
|
|
":guilabel:`Generic Time Off`, :guilabel:`Compensatory Time Off`, "
|
|
":guilabel:`Home Working`, :guilabel:`Unpaid`, :guilabel:`Sick Time Off`, "
|
|
":guilabel:`Paid Time Off`, and :guilabel:`Out Of Contract`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst-1
|
|
msgid ""
|
|
"New structure type form to fill out when creating a new structure type."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:282
|
|
msgid "New default working hours"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:284
|
|
msgid ""
|
|
"To make new default working hours, type the name for the new working hours "
|
|
"in the :guilabel:`Default Working Hours` field on the new structure type "
|
|
"form. Click :guilabel:`Create and edit`. A default working hours form will "
|
|
"pop up. The default working hours form has two sections, a general "
|
|
"information section and a tab listing out all the individual working hours "
|
|
"by day and time. When the form is filled out, click :guilabel:`Save & "
|
|
"Close`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:290
|
|
msgid ""
|
|
":guilabel:`Name`: Type in the name for the new default working hours. This "
|
|
"should be descriptive and clear to understand, such as `Standard 20 "
|
|
"Hours/Week`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:292
|
|
msgid ""
|
|
":guilabel:`Company`: Select the company that can use these new default "
|
|
"working hours from the drop-down menu. Keep in mind, working hours are "
|
|
"company-specific and cannot be shard between companies. Each company needs "
|
|
"to have their own working hours set."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:295
|
|
msgid ""
|
|
":guilabel:`Average Hour Per Day`: The average hours per day field will be "
|
|
"auto-populated based on the working hours configured in the *Working Hours* "
|
|
"tab. This entry affects resource planning, since the average daily hours "
|
|
"affect what resources can be used, and in what quantity, per work day."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:299
|
|
msgid ""
|
|
":guilabel:`Timezone`: Select the timezone that the new default working hours"
|
|
" will be used for from the drop-down menu."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:301
|
|
msgid ""
|
|
":guilabel:`Company Full Time`: Enter the number of hours per week an "
|
|
"employee would need to work in order to be considered a full-time employee. "
|
|
"Typically, this is approximately 40 hours, and this number affects what "
|
|
"types of benefits an employee can receive based on their employment status "
|
|
"(full-time vs part-time)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:305
|
|
msgid ""
|
|
":guilabel:`Work Time rate`: This percentage is auto-generated based on the "
|
|
"entry for the :guilabel:`Company Full Time` and the working hours configured"
|
|
" in the *Working Hours* tab. This number should be between `0.00%` and "
|
|
"`100%`, so if the percentage is above `100%`, it is an indication that the "
|
|
"working times and/or :guilabel:`Company Full Time` hours need adjustment."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:309
|
|
msgid ""
|
|
":guilabel:`Working Hours` Tab: This tab is where each day's specific working"
|
|
" hours are listed. When a new default working hour form is created, the "
|
|
"working hours tab is pre-populated with a default 40-hour week, with each "
|
|
"day divided into three timed sections. Every day has morning (8:00-12:00), "
|
|
"lunch (12:00-13:00), and evening (13:00-17:00) hours configured using a 24 "
|
|
"hour time format. To adjust any of these hours, click on the specific field "
|
|
"to adjust, and make the adjustment using the drop-down menus, or in the "
|
|
"specific case of the times, type in the desired time."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:318
|
|
msgid ""
|
|
"If the working hours are not consistent each week, and the hours are on a "
|
|
"bi-weekly schedule instead, click the :guilabel:`Switch to 2 week calendar` "
|
|
"button at the top of the new default working hours form. This will change "
|
|
"the working hours tab to display two weeks of working times that can be "
|
|
"adjusted."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:324
|
|
msgid "Structures"
|
|
msgstr "Structuren"
|
|
|
|
#: ../../content/applications/hr/payroll.rst:326
|
|
msgid ""
|
|
"*Salary structures* are the different ways an employee gets paid within a "
|
|
"specific *structure*, and are specifically defined by various rules."
|
|
msgstr ""
|
|
"*Loonstructuren* zijn de verschillende manieren waarop een werknemer betaald"
|
|
" wordt binnen een specifieke *structuur* en worden specifiek bepaald door "
|
|
"verschillende regels."
|
|
|
|
#: ../../content/applications/hr/payroll.rst:329
|
|
msgid ""
|
|
"The amount of structures a company needs for each structure type depends on "
|
|
"how many different ways employees are paid, and how their pay is calculated."
|
|
" For example, a common structure that could be useful to add may be a "
|
|
"`Bonus`."
|
|
msgstr ""
|
|
"Het aantal structuren dat een bedrijf nodig heeft voor elk structuurtype "
|
|
"hangt af van het aantal verschillende manieren waarop werknemers betaald "
|
|
"worden en hoe hun loon wordt berekend. Bijvoorbeeld, een veelvoorkomende "
|
|
"structuur die nuttig kan zijn is een `Bonus`."
|
|
|
|
#: ../../content/applications/hr/payroll.rst:333
|
|
msgid ""
|
|
"To view all the various structures for each structure type, go to "
|
|
":menuselection:`Payroll --> Configuration --> Salary --> Structures`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:336
|
|
msgid ""
|
|
"Each :ref:`structure type <payroll/structure-types>` lists the various "
|
|
"structures associated with it. Each structure contains a set of rules that "
|
|
"define it."
|
|
msgstr ""
|
|
"Elke :ref:`structuurtype <payroll/structure-types>` toont de verschillende "
|
|
"structuren die erbij horen. Elke structuur bevat een set regels die deze "
|
|
"bepalen."
|
|
|
|
#: ../../content/applications/hr/payroll.rst-1
|
|
msgid "All available salary structures."
|
|
msgstr "Alle beschikbare loonstructuren."
|
|
|
|
#: ../../content/applications/hr/payroll.rst:343
|
|
msgid ""
|
|
"Click on a structure to view its :guilabel:`Salary Rules`. These rules are "
|
|
"what calculate the payslip for the employee."
|
|
msgstr ""
|
|
"Klik op een structuur om de :guilabel:`Salarisregels` weer te geven. Deze "
|
|
"regels berekenen de loonstrook van de werknemer."
|
|
|
|
#: ../../content/applications/hr/payroll.rst-1
|
|
msgid ""
|
|
"Salary structure details for Regular Pay, listing all the specific Salary "
|
|
"Rules."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:351
|
|
#: ../../content/applications/hr/time_off.rst:191
|
|
msgid "Rules"
|
|
msgstr "Regels"
|
|
|
|
#: ../../content/applications/hr/payroll.rst:353
|
|
msgid ""
|
|
"Each structure has a set of *salary rules* to follow for accounting "
|
|
"purposes. These rules are configured by the localization, and affect actions"
|
|
" in the *Accounting* application, so modifications to the default rules, or "
|
|
"the creation of new rules, should only be done when necessary."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:357
|
|
msgid ""
|
|
"To view all the rules, go to :menuselection:`Payroll app --> Configuration "
|
|
"--> Salary --> Rules`. Click on a structure (such as :guilabel:`Regular "
|
|
"Pay`) to view all the rules."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:360
|
|
msgid ""
|
|
"To make a new rule, click :guilabel:`New`. A new rule form appears. Enter "
|
|
"the information in the fields."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:363
|
|
msgid "The required fields for a rule are:"
|
|
msgstr "De vereiste velden voor een regel zijn:"
|
|
|
|
#: ../../content/applications/hr/payroll.rst:365
|
|
msgid ":guilabel:`Name`: Enter a name for the rule."
|
|
msgstr ":guilabel:`Naam`: Geef een naam aan de regel."
|
|
|
|
#: ../../content/applications/hr/payroll.rst:366
|
|
msgid ""
|
|
":guilabel:`Category`: Select a category the rule applies to from the drop-"
|
|
"down menu, or enter a new one."
|
|
msgstr ""
|
|
":guilabel:`Categorie`: Selecteer in het vervolgkeuzemenu een categorie "
|
|
"waarop de regel van toepassing is of maak een nieuwe categorie."
|
|
|
|
#: ../../content/applications/hr/payroll.rst:368
|
|
msgid ""
|
|
":guilabel:`Code`: Enter a code to be used for this new rule. It is "
|
|
"recommended to coordinate with the accounting department for a code to use "
|
|
"as this will affect accounting reports and payroll processing."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:371
|
|
msgid ""
|
|
":guilabel:`Salary Structure`: Select a salary structure the rule applies to "
|
|
"from the drop-down menu, or enter a new one."
|
|
msgstr ""
|
|
":guilabel:`Loonstructuur`: Selecteer een loonstructuur waarop de regel van "
|
|
"toepassing is in het vervolgkeuzemenu of voer een nieuwe structuur in."
|
|
|
|
#: ../../content/applications/hr/payroll.rst:373
|
|
msgid ""
|
|
":guilabel:`Condition Based on`: In the :guilabel:`General` tab, select from "
|
|
"the drop-down menu whether the rule is :guilabel:`Always True` (always "
|
|
"applies), a :guilabel:`Range` (applies to a specific range, which is entered"
|
|
" beneath the selection), or a :guilabel:`Python Expression` (the code is "
|
|
"entered beneath the selection)."
|
|
msgstr ""
|
|
":guilabel:`Voorwaarde gebaseerd op`: In het tabblad :guilabel:`Algmeen`, "
|
|
"selecteer in het vervolgkeuzemenu of de regel :guilabel:`Altijd waar` is "
|
|
"(altijd van toepassing), een :guilabel:`Bereik` is (van toepassing op een "
|
|
"specifiek bereik dat wordt ingegeven onder de selectie), of een "
|
|
":guilabel:`Python Expressie` is (de code wordt ingegeven onder de selectie)."
|
|
|
|
#: ../../content/applications/hr/payroll.rst:377
|
|
msgid ""
|
|
":guilabel:`Amount Type`: In the :guilabel:`General` tab, select from the "
|
|
"drop-down menu whether the amount is a :guilabel:`Fixed Amount`, a "
|
|
":guilabel:`Percentage (%)`, or a :guilabel:`Python Code`. Depending on what "
|
|
"is selected, the fixed amount, percentage, or Python code needs to be "
|
|
"entered next."
|
|
msgstr ""
|
|
":guilabel:`Bedragsoort`: In het tabblad :guilabel:`Algemeen`, selecteer in "
|
|
"het vervolgkeuzemenu of het bedrag een :guilabel:`Vast bedrag`, een "
|
|
":guilabel:`Percentage (%)`, of een :guilabel:`Python Code` is. Afhankelijk "
|
|
"van de selectie moet het vast bedrag, het percentage of de Python code "
|
|
"vervolgens worden ingegeven."
|
|
|
|
#: ../../content/applications/hr/payroll.rst-1
|
|
msgid "Enter the information for the new rule on the new rule form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:387
|
|
msgid "Rule parameters"
|
|
msgstr "Regel parameters"
|
|
|
|
#: ../../content/applications/hr/payroll.rst:390
|
|
msgid ""
|
|
"Currently, the :guilabel:`Rule Parameters` feature found inside the "
|
|
":menuselection:`Payroll app --> Configuration --> Salary --> Rule "
|
|
"Parameters` menu is still in development and only serves a specific use case"
|
|
" for Belgian markets. The documentation will be updated when this section "
|
|
"has matured to more markets."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:396
|
|
msgid "Other input types"
|
|
msgstr "Andere invoertypes"
|
|
|
|
#: ../../content/applications/hr/payroll.rst:398
|
|
msgid ""
|
|
"When creating payslips, it is sometimes necessary to add other entries for "
|
|
"specific circumstances, like expenses, reimbursements, or deductions. These "
|
|
"other inputs can be configured by going to :menuselection:`Payroll --> "
|
|
"Configuration --> Salary --> Other Input Types`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst-1
|
|
msgid ""
|
|
"A list of other input types for payroll that can be selected when creating a new entry for\n"
|
|
"a payslip."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:407
|
|
msgid ""
|
|
"To create a new input type, click the :guilabel:`New` button. Enter the "
|
|
":guilabel:`Description`, the :guilabel:`Code`, and which structure it "
|
|
"applies to in the :guilabel:`Availability in Structure` field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:412
|
|
msgid ""
|
|
"The :guilabel:`Code` is used in the salary rules to compute payslips. If the"
|
|
" :guilabel:`Availability in Structure` field is left blank, it indicates "
|
|
"that the new input type is available for all payslips and is not exclusive "
|
|
"to a specific structure."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst-1
|
|
msgid "Create a new Input Type."
|
|
msgstr "Maak een nieuw invoertype."
|
|
|
|
#: ../../content/applications/hr/payroll.rst:421
|
|
msgid "Salary package configurator"
|
|
msgstr "Salarisconfigurator"
|
|
|
|
#: ../../content/applications/hr/payroll.rst:423
|
|
msgid ""
|
|
"The various options under the :guilabel:`Salary Package Configurator` "
|
|
"section of the :menuselection:`Payroll --> Configuration --> Salary Package "
|
|
"Configurator` menu all affect an employee's potential salary. These sections"
|
|
" (:guilabel:`Advantages`, :guilabel:`Personal Info`, :guilabel:`Resume`, and"
|
|
" :guilabel:`Offers`) specify what benefits can be offered to an employee in "
|
|
"their salary package."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:429
|
|
msgid ""
|
|
"Depending on what information an employee enters (such as deductions, "
|
|
"dependents, etc.), their salary is adjusted accordingly. When an applicant "
|
|
"applies for a job on the company website, the sections under "
|
|
":guilabel:`Salary Package Configurator` directly affect what the applicant "
|
|
"sees, and what is populated as the applicant enters information."
|
|
msgstr ""
|
|
"Afhankelijk van de informatie ingegeven door de werknemer (zoals "
|
|
"inhoudingen, personen ten laste, enz.), wordt zijn salaris overeenkomstig "
|
|
"aangepast. Wanneer een sollicitant zich kandidaat stelt voor een baan op de "
|
|
"bedrijfswebsite, hebben de secties onder "
|
|
":guilabel:`Salarispakketconfigurator` rechtstreeks invloed op wat de "
|
|
"sollicitant te zien krijgt en wat wordt ingevuld wanneer de sollicitant "
|
|
"informatie ingeeft."
|
|
|
|
#: ../../content/applications/hr/payroll.rst:435
|
|
msgid "Advantages"
|
|
msgstr "Voordelen"
|
|
|
|
#: ../../content/applications/hr/payroll.rst:437
|
|
msgid ""
|
|
"When offering potential employees a position, there can be certain "
|
|
"*advantages* or benefits set in Odoo in addition to the salary to make an "
|
|
"offer more appealing (such as extra time off, the use of a company car, "
|
|
"reimbursement for a phone or internet, etc.)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:441
|
|
msgid ""
|
|
"To see the advantages, go to :menuselection:`Payroll --> Configuration --> "
|
|
"Salary Package Configurator --> Advantages`. Advantages are grouped by "
|
|
":guilabel:`Structure type`, and the advantage listed for a particular "
|
|
"structure type is only available for that specific structure."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst-1
|
|
msgid ""
|
|
"A list view of all the advantages or benefits that is available for each "
|
|
"structure type."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:450
|
|
msgid ""
|
|
"A company has two structure types, one labeled :guilabel:`Employee`, and "
|
|
"anther labeled :guilabel:`Intern`. The :guilabel:`Employee` structure type "
|
|
"contains an advantage of using a company car, while the :guilabel:`Intern` "
|
|
"structure type does not. Instead, the :guilabel:`Intern` structure type has "
|
|
"a meal voucher advantage available, while the :guilabel:`Employee` structure"
|
|
" type does not."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:456
|
|
msgid ""
|
|
"A person hired under the :guilabel:`Employee` structure type can use a "
|
|
"company car, but cannot have meal vouchers. The opposite is true for someone"
|
|
" hired under the :guilabel:`Intern` structure type. They would have meal "
|
|
"vouchers available to them, not the use of a company car."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:460
|
|
msgid ""
|
|
"To make a new advantage, click the :guilabel:`New` button, and enter the "
|
|
"information in the fields. The required fields for an advantage are:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:463
|
|
msgid ":guilabel:`Name`: Enter the name for the advantage."
|
|
msgstr ":guilabel:`Naam`: Geef een naam aan het voordeel."
|
|
|
|
#: ../../content/applications/hr/payroll.rst:464
|
|
msgid ""
|
|
":guilabel:`Advantage Field`: Select from the drop-down menu what field in "
|
|
"the payslip this advantage appears under."
|
|
msgstr ""
|
|
":guilabel:`Voordeelveld`: Selecteer in het vervolgkeuzemenu het veld "
|
|
"waaronder dit voordeel verschijnt in de loonstrook."
|
|
|
|
#: ../../content/applications/hr/payroll.rst:466
|
|
msgid ""
|
|
":guilabel:`Advantage Type`: Select from the drop-down menu what type of "
|
|
"advantage the benefit is. Select from :guilabel:`Monthly Benefit in Kind`, "
|
|
":guilabel:`Monthly Advantages in Net`, :guilabel:`Monthly Advantages in "
|
|
"Cash`, or :guilabel:`Yearly Advantages in Cash`."
|
|
msgstr ""
|
|
":guilabel:`Voordeeltype`: Selecteer in het vervolgkeuzemenu welk type "
|
|
"voordeel het betreft. Kies uit :guilabel:`Maandelijks voordeel alle aard`, "
|
|
":guilabel:`Maandelijke voordelen in netto`, :guilabel:`Maandelijkse "
|
|
"voordelen in contanten` of :guilabel:`Jaarlijkse voordelen in contanten`."
|
|
|
|
#: ../../content/applications/hr/payroll.rst:469
|
|
msgid ""
|
|
":guilabel:`Salary Structure Type`: Select from the drop-down menu which "
|
|
"salary structure type this advantage applies to."
|
|
msgstr ""
|
|
":guilabel:`Loonstructuurtype`: Selecteer in het vervolgkeuzemenu het "
|
|
"loonstructuurtype waarop dit voordeel van toepassing is."
|
|
|
|
#: ../../content/applications/hr/payroll.rst:471
|
|
msgid ""
|
|
":guilabel:`Display Type`: Select from the drop-down menu how this advantage "
|
|
"is displayed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst-1
|
|
msgid "List of advantages employee's can have."
|
|
msgstr "Lijst met voordelen die werknemers kunnen genieten."
|
|
|
|
#: ../../content/applications/hr/payroll.rst:478
|
|
msgid "Personal info"
|
|
msgstr "Persoonlijke informatie"
|
|
|
|
#: ../../content/applications/hr/payroll.rst:480
|
|
msgid ""
|
|
"Every employee in Odoo has an *employee card* which is created when a "
|
|
"candidate becomes an employee. This card includes all of their personal "
|
|
"information, resume, work information, and documents."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:484
|
|
msgid ""
|
|
"The personal information is gathered from the salary package configurator "
|
|
"section that a candidate fills out after being offered a position. This "
|
|
"personal information is then transferred to the employee card when they are "
|
|
"hired."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:488
|
|
msgid ""
|
|
"To view an employee's card, go to the main :menuselection:`Employees` app "
|
|
"dashboard, and click on the employee's card."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:492
|
|
msgid "An employee card can be thought of as an employee personnel file."
|
|
msgstr ""
|
|
"Een werknemersfiche kan worden beschouwd als een personeelsdossier van een "
|
|
"werknemer."
|
|
|
|
#: ../../content/applications/hr/payroll.rst:494
|
|
msgid ""
|
|
"The *Personal Information* section lists all of the fields that are "
|
|
"available to enter on the employee's card. To access this section, go to "
|
|
":menuselection:`Payroll --> Configuration --> Salary Package Configurator "
|
|
"--> Personal Info`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst-1
|
|
msgid ""
|
|
"A list of all the personal information that appears on employee card to "
|
|
"enter."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:502
|
|
msgid ""
|
|
"To edit a personal info entry, select the entry from the list, and modify "
|
|
"the personal info. To create a new personal info entry, click the "
|
|
":guilabel:`New` button."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:505
|
|
msgid ""
|
|
"The required fields, aside from entering the :guilabel:`Information` name, "
|
|
"are :guilabel:`Related Model`, :guilabel:`Related Field`, and "
|
|
":guilabel:`Category`. Select a :guilabel:`Related Model` from the drop-down "
|
|
"menu. :guilabel:`Employee` populates the field by default, but the "
|
|
":guilabel:`Bank Account` option is also available if the information is "
|
|
"related to a bank account instead. Select a :guilabel:`Related Field` from "
|
|
"the drop-down menu that best describes what kind of personal information "
|
|
"this entry is, and where it is going to be stored in the backed. Then, "
|
|
"select a :guilabel:`Category` from the drop-down menu that the personal "
|
|
"information should be under, such as :guilabel:`Address` or "
|
|
":guilabel:`Personal Documents`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:514
|
|
msgid ""
|
|
"The two most important fields on the personal info form are :guilabel:`Is "
|
|
"Required` and :guilabel:`Display Type`. Checking the :guilabel:`Is Required`"
|
|
" box makes the field mandatory on the employee's card. The "
|
|
":guilabel:`Display Type` drop-down menu allows for the information to be "
|
|
"entered in a variety of ways, from a :guilabel:`Text` box, to a customizable"
|
|
" :guilabel:`Radio` button, a :guilabel:`Checkbox`, a :guilabel:`Document`, "
|
|
"and more."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst-1
|
|
msgid "New personal information entry."
|
|
msgstr "Nieuwe invoer van persoonlijke informatie."
|
|
|
|
#: ../../content/applications/hr/payroll.rst:525
|
|
msgid "Resume"
|
|
msgstr "Samenvatting"
|
|
|
|
#: ../../content/applications/hr/payroll.rst:528
|
|
msgid ""
|
|
"Currently, the :guilabel:`Resume` feature found inside the "
|
|
":menuselection:`Payroll app --> Configuration --> Salary Package "
|
|
"Configurator --> Resume` menu is still in development and only serves a "
|
|
"specific use case for Belgian markets. The documentation will be updated "
|
|
"when this section has matured to more markets."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:534
|
|
msgid "Offers"
|
|
msgstr "Aanbod"
|
|
|
|
#: ../../content/applications/hr/payroll.rst:536
|
|
msgid ""
|
|
"When a candidate is offered a position, there are several items that need to"
|
|
" be tracked in order for a business to stay organized, such as where in the "
|
|
"offer process the candidate is, how long the offer is valid for, as well as "
|
|
"all the offer details. These details are all stored in each *offers* record."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:541
|
|
msgid ""
|
|
"To view all offers, go to :menuselection:`Payroll --> Configuration --> "
|
|
"Salary Package Configurator --> Offers`. All offers that have been sent to "
|
|
"either potential candidates or current employees appears in this list. The "
|
|
"status, offer start date and expiration date, amount of the contract, and "
|
|
"more, can all be found in this list. Offers sent via the "
|
|
":guilabel:`Recruitment` application appear here, but there is an option to "
|
|
"create a new offer from the :guilabel:`Payroll` application as well."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst-1
|
|
msgid ""
|
|
"A list of all offers given to a current employee or potential candidate along with the\n"
|
|
"status of the offer."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:552
|
|
msgid ""
|
|
"To create a new offer, click the :guilabel:`New` button. The two required "
|
|
"fields are the :guilabel:`Contract Template`, and the :guilabel:`Company`. "
|
|
"Select the :guilabel:`Contract Template` and :guilabel:`Company` from the "
|
|
"drop-down menus. Fill in any other details for the offer, such as the "
|
|
":guilabel:`Job Title`, :guilabel:`Department`, the :guilabel:`Contract Start"
|
|
" Date` and the :guilabel:`Offer Validity Date`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:3
|
|
msgid "Contracts"
|
|
msgstr "Contracten"
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:5
|
|
msgid ""
|
|
"Every employee in Odoo is required to have a contract in order to be paid. A"
|
|
" contract outlines the terms of an employee's position, their compensation, "
|
|
"working hours, and any other details about their position."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:10
|
|
msgid ""
|
|
"Contract documents (PDFs) are uploaded and organized using the *Documents* "
|
|
"application, and are signed using the *Sign* application. Ensure these "
|
|
"applications are installed in order to send and sign contracts. Please refer"
|
|
" to the :doc:`/applications/productivity/documents` and "
|
|
":doc:`/applications/productivity/sign` documentation."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:15
|
|
msgid ""
|
|
"To view the employee contracts, go to the :menuselection:`Payroll app --> "
|
|
"Contracts --> Contracts` from the top menu. All employee contracts, and "
|
|
"their current contract status, are displayed in a Kanban view, by default. "
|
|
"The Kanban view displays running contracts, contracts that require action, "
|
|
"expired contracts, and cancelled contracts."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst-1
|
|
msgid ""
|
|
"Contracts dashboard view showing running contracts and contracts with "
|
|
"issues."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:25
|
|
msgid ""
|
|
"The list of contracts in the *Payroll* application matches the list of "
|
|
"contracts in the *Employees* application."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:29
|
|
msgid "Create a new contract"
|
|
msgstr "Maak een nieuw contract aan"
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:31
|
|
msgid ""
|
|
"In order for an employee to be paid, an active contract is required. If a "
|
|
"new contract is needed, click the :guilabel:`Create` button on the "
|
|
":guilabel:`Contracts` dashboard. A contract form appears where the "
|
|
"information can be entered. Required fields are underlined in bold."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:36
|
|
msgid "New contract form"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst-1
|
|
msgid "New contract form to be filled in when creating a new contract."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:42
|
|
msgid ""
|
|
":guilabel:`Contact Reference`: type in the name or title for the contract, "
|
|
"such as `John Smith Contract`. This field is **required**."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:44
|
|
msgid ":guilabel:`Employee`: name of the employee the contract applies to."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:45
|
|
msgid ""
|
|
":guilabel:`Contract Start Date`: the date the contract starts. Choose a date"
|
|
" by clicking on the drop-down menu, navigating to the correct month and year"
|
|
" by using the :icon:`fa-chevron-left` :icon:`fa-chevron-right` "
|
|
":guilabel:`(arrow)` icons, then clicking on the desired date. This field is "
|
|
"**required**."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:49
|
|
msgid ""
|
|
":guilabel:`Contract End Date`: the date the contract ends. Choose a date by "
|
|
"clicking on the drop-down menu, navigating to the correct month and year by "
|
|
"using the :icon:`fa-chevron-left` :icon:`fa-chevron-right` "
|
|
":guilabel:`(arrow)` icons, then clicking on the desired date. This field is "
|
|
"**required**."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:53
|
|
msgid ""
|
|
":guilabel:`Salary Structure Type`: select one of the salary structure types "
|
|
"from the drop-down menu. The default salary structure types are "
|
|
":guilabel:`Employee` or :guilabel:`Worker`. A new salary structure type can "
|
|
"be created by typing the name in the field. This field is **required**."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:56
|
|
msgid ""
|
|
":guilabel:`Working Schedule`: select one of the working schedules from the "
|
|
"drop-down menu. This field is **required**."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:58
|
|
msgid ":guilabel:`Department`: the department the contract applies to."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:59
|
|
msgid ""
|
|
":guilabel:`Job Position`: the specific job position the contract applies to."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:60
|
|
msgid ""
|
|
":guilabel:`Wage on Payroll`: the amount to be paid to the employee each "
|
|
"month."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:61
|
|
msgid ""
|
|
":guilabel:`Contract Type`: choose from :guilabel:`CDI`, :guilabel:`CDD`, or "
|
|
":guilabel:`PFI` from the drop-down menu."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:64
|
|
msgid ""
|
|
":guilabel:`CDI` is an open-ended contract with only a start date, but no end"
|
|
" date."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:65
|
|
msgid ":guilabel:`CDD` is a contract with both a start date and an end date."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:66
|
|
msgid ""
|
|
":guilabel:`PFI` is a Belgian-specific contract used when hiring employees "
|
|
"that need training, and covers the training period specifically."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:69
|
|
msgid ""
|
|
":guilabel:`HR Responsible`: if there is a specific person in HR that is "
|
|
"responsible for the contract, select the person from the drop-down menu. "
|
|
"This field is required."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:73
|
|
msgid ""
|
|
"The :guilabel:`Working Schedule` drop-down menu displays all the working "
|
|
"times for the selected :guilabel:`Company`. To modify or add to this list, "
|
|
"go to :menuselection:`Payroll app --> Configuration --> Working Times`, and "
|
|
"either :guilabel:`Create` a new working time, or click on an existing "
|
|
"working time, then edit it by clicking :guilabel:`Edit`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:79
|
|
msgid "Contract details"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:81
|
|
msgid ""
|
|
"The :guilabel:`Contract Details` tab allows for the addition and editing of "
|
|
"a contract, along with specifying which template to use when a new contract "
|
|
"is created. These fields **must** be populated in order to create a new "
|
|
"contract."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:86
|
|
msgid ""
|
|
"To access the various contract template fields in the :guilabel:`Contract "
|
|
"Details` tab, the *Salary Configurator* (`hr_contract_salary`) module "
|
|
"**must** be :ref:`installed <general/install>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:90
|
|
msgid ""
|
|
"When the *Salary Configurator* module is installed, the *Salary Configurator"
|
|
" - Holidays* and *Salary Configurator - Payroll* modules install, as well."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:93
|
|
msgid ""
|
|
"Once the modules are installed, the database reverts to the main dashboard."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst-1
|
|
#: ../../content/applications/hr/payroll/contracts.rst-1
|
|
msgid "Contract details in optional tabs for a new contract."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:99
|
|
msgid ""
|
|
":guilabel:`Analytic Account`: this field allows a link between the contract "
|
|
"and a specific analytic account for accounting purposes."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:101
|
|
msgid ""
|
|
":guilabel:`Contract Template`: select a pre-existing contract template from "
|
|
"the drop-down menu. Contract templates are typically created through the "
|
|
"*Recruitment* application."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:103
|
|
msgid ""
|
|
":guilabel:`New Contract Document Template`: select a contract from the drop-"
|
|
"down menu to be modified for this new employee contract."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:105
|
|
msgid ""
|
|
":guilabel:`Contract Update Document Template`: select a contract from the "
|
|
"drop-down menu, if the employee has an existing contract that requires "
|
|
"updating."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:107
|
|
msgid ""
|
|
":guilabel:`Notes`: the notes field is a text field where any notes for the "
|
|
"employee contract can be entered for future reference."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:111
|
|
msgid "Modify a contract template"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:113
|
|
msgid ""
|
|
"Click the :icon:`fa-external-link` :guilabel:`(external Link)` icon at the "
|
|
"end of either the :guilabel:`New Contract Document Template` or "
|
|
":guilabel:`Contract Update Document Template` to open the corresponding "
|
|
"contract template, and proceed to make any desired changes."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:121
|
|
msgid ""
|
|
"A pop-up window appears with all the contract details. Modify the fields for"
|
|
" the contract as needed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst-1
|
|
msgid "Edit the details for the contract."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:127
|
|
msgid ":guilabel:`Tags`: select any tags associated with the contract."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:128
|
|
msgid ""
|
|
":guilabel:`Signed Document Workspace`: this is where the signatures are "
|
|
"stored. Choose a pre-configured workspace, or create a new one. To create a "
|
|
"new :guilabel:`Signed Document Workspace`, type in the name of the "
|
|
"workspace, then click either :guilabel:`Create` to add the new workspace, or"
|
|
" :guilabel:`Create and Edit` to add the workspace and modify the workspace "
|
|
"details."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:132
|
|
msgid ""
|
|
":guilabel:`Signed Document Tags`: select or create any tags that are only "
|
|
"associated with the signed contract, as opposed to the original unsigned "
|
|
"contract."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:134
|
|
msgid ""
|
|
":guilabel:`Redirect Link`: enter a redirect link for the employee to access "
|
|
"the contract. A redirect link takes the user from one URL to another. In "
|
|
"this case, it takes them to the newly-updated contract specifically written "
|
|
"for them."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:137
|
|
msgid ""
|
|
":guilabel:`Who can Sign`: select either :guilabel:`All Users` or "
|
|
":guilabel:`On Invitation`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:139
|
|
msgid ""
|
|
":guilabel:`All Users`: any user in the organization can sign the contract."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:140
|
|
msgid ""
|
|
":guilabel:`On Invitation`: only users selected in this field can sign the "
|
|
"contract."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:142
|
|
msgid ""
|
|
":guilabel:`Invited Users`: select the person (or people) that can sign the "
|
|
"document."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:143
|
|
msgid ""
|
|
":guilabel:`Document`: the attached document can be replaced by clicking the "
|
|
":icon:`fa-pencil` :guilabel:`(pencil)` icon. A pop-up window appears, so "
|
|
"another document can be selected for upload. The file **must** be a PDF. To "
|
|
"remove the document, click the :icon:`fa-trash-o` :guilabel:`(trash can)` "
|
|
"icon."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:148
|
|
msgid ""
|
|
"Once the edits are complete, click the :guilabel:`Save` button. All the "
|
|
"information for the selected contract template populates the fields in the "
|
|
":guilabel:`Salary Information` tab. Any additional tabs, such as "
|
|
":guilabel:`Personal Documents`, appears if applicable."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:153
|
|
msgid "Salary information"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst-1
|
|
msgid "Optional tabs for a new contract."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:159
|
|
msgid ""
|
|
"This section is where the specific salary details are defined. This section "
|
|
"is country-specific, so these fields vary, depending on where the company is"
|
|
" located."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:162
|
|
msgid ""
|
|
"Enter the amount in the various fields, or tick a checkbox to apply a "
|
|
"benefit. Some options that can be entered here include :guilabel:`Group "
|
|
"Insurance Sacrifice Rate` and :guilabel:`Canteen Cost`, for example."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:166
|
|
msgid ""
|
|
"Some fields may be automatically filled in as other fields are entered. For "
|
|
"example, the :guilabel:`Yearly Cost (Real)` and :guilabel:`Monthly Cost "
|
|
"(Real)` updates once the :guilabel:`Wage` is populated."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:171
|
|
msgid "Personal documents"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:173
|
|
msgid ""
|
|
"This tab **only** appears after an :guilabel:`Employee` is selected, and "
|
|
"houses any documents that are linked to the employee on their employee "
|
|
"record. Documents cannot be added to this tab, this tab **only** shows "
|
|
"documents that are already uploaded and associated with the employee."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:177
|
|
msgid ""
|
|
"The available documents in this tab can be downloaded. Click the :icon:`fa-"
|
|
"download` :guilabel:`(download)` icon next to the document to download it."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:181
|
|
msgid "Save and send the contract"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:183
|
|
msgid ""
|
|
"Once a contract has been created and/or modified, save the contract by "
|
|
"clicking the :guilabel:`Save` button. Next, the contract must be sent to the"
|
|
" employee to be signed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:186
|
|
msgid ""
|
|
"Click on one of the following buttons to send the contract to the employee:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst-1
|
|
msgid "Send the contract to the employee via one of the buttons."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:192
|
|
msgid ""
|
|
":guilabel:`Generate Simulation Link`: this option is **only** for Belgian "
|
|
"companies. Clicking this opens a pop-up window that contains the basic "
|
|
"information from the contract, as well as a link for the contract when using"
|
|
" the salary configurator. Click :guilabel:`Send` to send an email to the "
|
|
"employee, so they can sign the contract."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:0
|
|
msgid "Sends a link to the employee for the contract."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:202
|
|
msgid ""
|
|
"In order to send a contract using the :guilabel:`Generate Simulation Link`, "
|
|
"there **must** be a signature field in the contract PDF being sent to the "
|
|
"employee, so they can sign it."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:205
|
|
msgid ""
|
|
":guilabel:`Signature Request`: clicking this reveals a pop-up window, where "
|
|
"an email can be typed to the employee. Select the document (such as a "
|
|
"contract, NDA, or Homeworking Policy) from the drop-down menu, and fill out "
|
|
"the email section. Click :guilabel:`Send` when the email is ready to be "
|
|
"sent."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:0
|
|
msgid "Request a signature for the contract via email."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:215
|
|
msgid "Salary attachments"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:217
|
|
msgid ""
|
|
"Any automatic deductions or allocations for an employee, such as child "
|
|
"support payments and wage garnishments, are referred to as a *salary "
|
|
"attachment*. This section is where all of these deductions or allocations "
|
|
"are set."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:221
|
|
msgid ""
|
|
"To add a new deduction, first navigate to :menuselection:`Payroll app --> "
|
|
"Contracts --> Salary Attachments`. Next, click :guilabel:`Create`, and a new"
|
|
" salary attachment form loads."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst-1
|
|
msgid ""
|
|
"The salary attachment form with everything filled in for Ronnie Hart's child"
|
|
" support."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:228
|
|
#: ../../content/applications/hr/time_off.rst:198
|
|
msgid "Fill out the following fields on the form:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:230
|
|
msgid ""
|
|
":guilabel:`Employee`: using the drop-down menu, select the employee the "
|
|
"salary attachment applies to."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:232
|
|
msgid ""
|
|
":guilabel:`Description`: enter a short description for the salary "
|
|
"attachment, such as `Child Support` or `529 Contribution`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:234
|
|
msgid ""
|
|
":guilabel:`Type`: using the drop-down menu, select the type of salary "
|
|
"attachment being created. Choose from:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:237
|
|
msgid ""
|
|
":guilabel:`Attachment of Salary`: any payments taken out towards something "
|
|
"that is *not* child support. Typically any garnishments, such as lawsuit "
|
|
"payments, payments toward taxes owed, etc."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:239
|
|
msgid ""
|
|
":guilabel:`Assignment of Salary`: any deduction that is not required, but "
|
|
"voluntary, such as a pre-tax allocation to a college savings account."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:241
|
|
msgid ""
|
|
":guilabel:`Child Support`: any payments taken out specifically for child "
|
|
"support."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:243
|
|
msgid ""
|
|
":guilabel:`Start Date`: the date the salary attachment starts. Choose a date"
|
|
" by clicking on the drop-down menu, navigating to the correct month and year"
|
|
" by using the :icon:`fa-chevron-left` :icon:`fa-chevron-right` "
|
|
":guilabel:`(arrow)` icons, then clicking on the desired date. This field is "
|
|
"**required**."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:247
|
|
msgid ""
|
|
":guilabel:`Estimated End Date`: this field automatically populates after "
|
|
"both the :guilabel:`Monthly Amount` and :guilabel:`Total Amount` fields are "
|
|
"populated. This field is **not** modifiable."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:250
|
|
msgid ""
|
|
":guilabel:`Document`: attach any documents relevant to the salary "
|
|
"attachment. Click the :guilabel:`Upload Your File` button, navigate to the "
|
|
"desired document in the file explorer, then click :guilabel:`Open` to select"
|
|
" the document, and attach it to the form. To change the attached document, "
|
|
"click the :icon:`fa-pencil` :guilabel:`(pencil)` icon, and select a "
|
|
"different document. To remove a document, click the :icon:`fa-trash-o` "
|
|
":guilabel:`(trash can)` icon."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:255
|
|
msgid ""
|
|
":guilabel:`Monthly Amount`: enter the amount to be taken out of the "
|
|
"employee's paycheck every month for this specific salary attachment."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:257
|
|
msgid ""
|
|
":guilabel:`Total Amount`: enter the total amount that the employee pays for "
|
|
"the salary attachment to be completed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:3
|
|
msgid "Payslips"
|
|
msgstr "Loonstroken"
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:5
|
|
msgid ""
|
|
"Payslips are created either by the employees themselves or their managers, "
|
|
"and are approved by authorized employees (typically managers). Then, once "
|
|
"payslips are approved, employees are issued payslips and are paid either by "
|
|
"check or direct deposit, depending on how their employee profile is "
|
|
"configured."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:10
|
|
msgid ""
|
|
"The :guilabel:`Payslips` drop-down header of the :menuselection:`Payroll` "
|
|
"application consists of three sections: :guilabel:`To Pay`, :guilabel:`All "
|
|
"Payslips`, and :guilabel:`Batches`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:13
|
|
msgid ""
|
|
"These three sections provide all the tools needed to create payslips for "
|
|
"employees, including individual payslips, a batch of payslips, or commission"
|
|
" payslips."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst-1
|
|
msgid "Payslips menu selection in Payroll."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:21
|
|
msgid "To pay"
|
|
msgstr "Te betalen"
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:23
|
|
msgid ""
|
|
"Click on :menuselection:`Payroll app --> Payslips --> To Pay` to see the "
|
|
"payslips that need to be paid. On this page, Odoo displays the payslips that"
|
|
" have not been generated yet, and can be created from this dashboard."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst-1
|
|
msgid "View all payslips that need to be paid on the Payslips To Pay page."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:31
|
|
msgid ""
|
|
"Each payslip will list the :guilabel:`Reference` number for the individual "
|
|
"payslip, the :guilabel:`Employee` name, :guilabel:`Batch Name`, the "
|
|
":guilabel:`From` and :guilabel:`To` date range, the :guilabel:`Company`, the"
|
|
" :guilabel:`Basic Wage`, :guilabel:`Net Wage`, and the :guilabel:`Status` of"
|
|
" the payslip."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:36
|
|
msgid ""
|
|
"Clicking on an individual payslip entry will show the details for the "
|
|
"individual payslip."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:41
|
|
msgid "Create new payslip"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:43
|
|
msgid ""
|
|
"A new payslip can be created from the :guilabel:`Payslips To Pay` page "
|
|
"(:menuselection:`Payroll app --> Payslips --> To Pay`) or the "
|
|
":guilabel:`Employee Payslips` page (:menuselection:`Payroll app --> Payslips"
|
|
" --> All Payslips`), by clicking the :guilabel:`Create` button in the top-"
|
|
"left corner."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:47
|
|
msgid ""
|
|
"Clicking :guilabel:`Create` reveals a blank payslip form, wherein the "
|
|
"necessary payslip information can be entered."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:53
|
|
msgid ""
|
|
"On the blank payslip form, a number of fields are required to be filled in "
|
|
"with the necessary information. These required fields are represented by "
|
|
"**bold** lines."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst-1
|
|
msgid "The necessary fields for a new payslip."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:60
|
|
msgid ""
|
|
":guilabel:`Employee`: Type in the name of an employee, or select the desired"
|
|
" employee from the drop-down list. Upon selecting an employee, several other"
|
|
" fields on the payslip form may auto-populate. Typically, after making a "
|
|
"selection in the :guilabel:`Employee` field, Odoo auto-populates the "
|
|
":guilabel:`Contract`, :guilabel:`Structure`, and :guilabel:`Payslip Name` "
|
|
"fields, but **only** if that information is already on that employee's form "
|
|
"in the *Employees* app."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:66
|
|
msgid ""
|
|
":guilabel:`Period`: Click the default date to reveal a pop-up calendar. On "
|
|
"this calendar, use the :guilabel:`< (less-than)` and :guilabel:`> (greater "
|
|
"than)` icons to select the desired month, and click on the desired day to "
|
|
"select that specific date as the start date for the payslip. Repeat this "
|
|
"process to add an end date for the payslip in the field below."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:70
|
|
msgid ""
|
|
":guilabel:`Contract`: Using the drop-down menu, select the desired contract "
|
|
"for the employee. Only the available corresponding contracts for the "
|
|
"selected employee appear as options."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:72
|
|
msgid ""
|
|
":guilabel:`Structure`: Using the drop-down menu, select the salary structure"
|
|
" type. Only the available corresponding structures for the selected contract"
|
|
" for that specific employee appear as options."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:75
|
|
msgid ""
|
|
":guilabel:`Payslip Name`: In the blank field, type in the name for the "
|
|
"payslip. The name should be short and descriptive, such as `April 2023`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:77
|
|
msgid ""
|
|
":guilabel:`Company`: In the :guilabel:`Accounting Information` tab, select "
|
|
"the company the payslip applies to from the :guilabel:`Company` drop-down "
|
|
"menu."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:79
|
|
msgid ""
|
|
":guilabel:`Salary Journal`: In the :guilabel:`Accounting Information` tab, "
|
|
"enter the salary journal in which the payment will be reflected, and found "
|
|
"in the *Accounting* application."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst-1
|
|
msgid ""
|
|
"The necessary fields for a new payslip in the Accounting Information tab."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:87
|
|
msgid ""
|
|
"It is recommended to check with the accounting department to ensure every "
|
|
"entry that affects the *Accounting* application is correct."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:93
|
|
msgid ""
|
|
":guilabel:`Reference`: Any note or reference message for the new entry can "
|
|
"be entered here."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:94
|
|
msgid ""
|
|
":guilabel:`Company Car`: If applicable, select the company car from the "
|
|
"drop-down."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:95
|
|
msgid ""
|
|
":guilabel:`Worked Days`: In the :guilabel:`Worked Days \\& Inputs` tab, the "
|
|
"entries under :guilabel:`Worked Days` (including the :guilabel:`Type`, "
|
|
":guilabel:`Description`, :guilabel:`Number of Days`, :guilabel:`Number of "
|
|
"Hours`, and :guilabel:`Amount`) are automatically filled in, based on what "
|
|
"was entered for the :guilabel:`Period`, :guilabel:`Contract`, and "
|
|
":guilabel:`Structure` fields of the payslip form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:100
|
|
msgid ""
|
|
":guilabel:`Salary Computation`: The :guilabel:`Salary Computation` tab is "
|
|
"automatically filled in after the :guilabel:`Compute Sheet` button is "
|
|
"clicked. Doing so displays all the wages, deductions, taxes, etc. for the "
|
|
"entry."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:103
|
|
msgid ""
|
|
":guilabel:`Batch Name`: Located in the :guilabel:`Accounting Information` "
|
|
"tab, select the payslip batch this new payslip should be added to from the "
|
|
"drop-down menu."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:105
|
|
msgid ""
|
|
":guilabel:`Date Account`: Located in the :guilabel:`Accounting Information` "
|
|
"tab, enter the date on which the payslip should be posted, by clicking on "
|
|
"the drop-down menu, and navigating to the correct month and year using the "
|
|
":guilabel:`< > (less-than/greater-than)` icons in the calendar pop-up "
|
|
"window. Then, click on the desired date."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:109
|
|
msgid ""
|
|
":guilabel:`Salary Journal`: This field, located in the :guilabel:`Accounting"
|
|
" Information` tab, represents the journal that the payslip will be logged "
|
|
"in, and is automatically selected when the :guilabel:`Contract` and "
|
|
":guilabel:`Structure` are entered in the payslip form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:112
|
|
msgid ""
|
|
":guilabel:`Accounting Entry`: This field, located in the "
|
|
":guilabel:`Accounting Information` tab, is automatically filled in once the "
|
|
"payslip is confirmed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:116
|
|
msgid "Save and process new payslip"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:118
|
|
msgid ""
|
|
"When all the necessary information on the payslip is entered, click "
|
|
":guilabel:`Save` to save the data, or click :guilabel:`Discard` to delete "
|
|
"the entry."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:122
|
|
msgid ""
|
|
"Saving the entry is not required in order to compute the sheet, although it "
|
|
"is considered best practice to do so. The :guilabel:`Compute Sheet` button "
|
|
"can be clicked without first saving the payslip. Doing so will save the "
|
|
"entry *and* compute the sheet."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:126
|
|
msgid ""
|
|
"Click the :guilabel:`Compute Sheet` button to register all the information, "
|
|
"and have the :guilabel:`Salary Computation` tab populated. If any "
|
|
"modifications need to be made, click the :guilabel:`Edit` button, make the "
|
|
"desired changes, then click the :guilabel:`Recompute Worked Days` button to "
|
|
"have the changes reflected in the :guilabel:`Worked Days` and "
|
|
":guilabel:`Salary Computation` tabs."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:132
|
|
msgid ""
|
|
"To print the payslip, click the :guilabel:`Print` button. To cancel the "
|
|
"payslip, click the :guilabel:`Cancel Payslip` button."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:135
|
|
msgid ""
|
|
"Once everything on the payslip form is correct, click the :guilabel:`Create "
|
|
"Draft Entry` button to create the payslip. The chatter is automatically "
|
|
"updated to show the email sent to the employee, along with a PDF copy of the"
|
|
" payslip."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst-1
|
|
msgid ""
|
|
"The new payslip is emailed to the employee and the email appears in the "
|
|
"chatter."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:143
|
|
msgid ""
|
|
"Next, the payment must be sent to the employee. To do this, click the "
|
|
":guilabel:`Make Payment` button. Doing so reveals a pop-up form, in which "
|
|
"the desired :guilabel:`Bank Journal` that the payment should be made against"
|
|
" must be selected from a drop-down menu. Then, click the :guilabel:`Confirm`"
|
|
" button to confirm the journal, and return to the payslip."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst-1
|
|
msgid "Click Make Payment to send the payment to the employee."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:152
|
|
msgid ""
|
|
"If a payment needs to be cancelled or refunded, click the corresponding "
|
|
":guilabel:`Refund` or :guilabel:`Cancel Payslip` button, located at the top "
|
|
"of the payslip form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:156
|
|
msgid ""
|
|
"In order for a payslip to be paid, the employee *must* have a bank account "
|
|
"entered in their contact information. If there is no bank information, a "
|
|
"payslip cannot be paid, and an error will appear when the :guilabel:`Make "
|
|
"Payment` button is clicked. Banking information can be found in the "
|
|
":guilabel:`Private Information` tab on the employee's card. Edit the "
|
|
"employee card, and add banking information, if it is missing."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:0
|
|
msgid "Banking information can be entered in an employee's card."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:167
|
|
msgid "All payslips"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:169
|
|
msgid ""
|
|
"To view all payslips regardless of status, go to :menuselection:`Payroll app"
|
|
" --> Payslips --> All Payslips`. Here, all payslips are organized by batch "
|
|
"(in a default list view)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:172
|
|
msgid ""
|
|
"Click on the :guilabel:`▶ (arrow)` next to the individual batch name to view"
|
|
" all the payslips in that particular batch, along with all the payslip "
|
|
"details. The number of payslips in the batch is written in parenthesis after"
|
|
" the batch name. The :guilabel:`Status` for each individual payslip appears "
|
|
"on the far-right side, indicating if it is in :guilabel:`Draft Mode`, "
|
|
":guilabel:`Waiting`, or if it is :guilabel:`Done`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:179
|
|
msgid ""
|
|
":guilabel:`Draft` indicates the payslip is created, and there is still time "
|
|
"to make edits, since the amounts are not calculated."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:181
|
|
msgid ""
|
|
"`Waiting` indicates the payslip has been calculated and the salary details "
|
|
"can be found in the *Salary Computation* tab."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:183
|
|
msgid "`Done` indicates the payslip is calculated and ready to be paid."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst-1
|
|
msgid ""
|
|
"View all payslips organized by batches. Click on the arrow to expand each "
|
|
"batch."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:189
|
|
msgid ""
|
|
"Click on an individual payslip to view the details for that payslip on a "
|
|
"separate page. Using the breadcrumb menu, click :guilabel:`Employee "
|
|
"Payslips` to go back to the list view of all payslips."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:192
|
|
msgid ""
|
|
"A new payslip can be created from the :guilabel:`Employee Payslips` page, by"
|
|
" clicking the :guilabel:`Create` button in the upper-left corner. Doing so "
|
|
"reveals a separate blank payslip form page. On that blank payslip form page,"
|
|
" enter all the necessary information, as described in the :ref:`Create a new"
|
|
" payslip <payroll/new-payslip>` section."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:197
|
|
msgid ""
|
|
"To print PDF versions of payslips from the :guilabel:`Payslips to Pay` or "
|
|
":guilabel:`Employee Payslips` pages, first select the desired payslips by "
|
|
"clicking on the individual checkbox next to each payslip to be printed. Or, "
|
|
"click the box next to :guilabel:`Reference`, which selects all visible "
|
|
"payslips on the page. Then, click the :guilabel:`Print` button to print the "
|
|
"payslips."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst-1
|
|
msgid "Click on the Print smart button to print payslips to a PDF."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:206
|
|
msgid ""
|
|
"Payslips can also be exported to an Excel spreadsheet. When exporting, all "
|
|
"payslips are exported regardless of whether some are selected or not. Click "
|
|
"on the :guilabel:`Export All` button (download icon) to export all payslips "
|
|
"to an Excel spreadsheet."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst-1
|
|
msgid ""
|
|
"Click on the Export All smart button to export all payslips to an Excel "
|
|
"payslip."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:215
|
|
msgid ""
|
|
"Both *To Pay* and *All Payslips* display all the detailed information for "
|
|
"each payslip."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:218
|
|
msgid "Batches"
|
|
msgstr "Batches"
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:220
|
|
msgid ""
|
|
"To view payslips in batches, navigate to :menuselection:`Payroll app --> "
|
|
"Payslips --> Batches` to display all the payslip batches that have been "
|
|
"created. These payslip batches are displayed in a list view, by default."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:224
|
|
msgid ""
|
|
"Each batch displays the :guilabel:`Name`, :guilabel:`Date From` and "
|
|
":guilabel:`Date To` dates, whether it was a :guilabel:`Credit note`, its "
|
|
":guilabel:`Status`, and the :guilabel:`Company`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst-1
|
|
msgid "View displaying all batches created."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:231
|
|
msgid ""
|
|
"Click on an individual batch to view the details for that batch on a "
|
|
"separate page. On this batch detail page, modifications can be made. To make"
|
|
" any modifications to a batch, click the :guilabel:`Edit` button. Then, "
|
|
"proceed to make any necessary changes."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:235
|
|
msgid ""
|
|
"When all desired changes have been made, click either :guilabel:`Save` to "
|
|
"save the changes, or :guilabel:`Discard` to revert back to the original "
|
|
"data."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:238
|
|
msgid ""
|
|
"After modifications have been saved, click the :guilabel:`Generate Payslips`"
|
|
" button to reveal a :guilabel:`Generate Payslips` pop-up form, in which "
|
|
"payslips affected by the changes can be created or modified."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:242
|
|
msgid ""
|
|
"All payslips associated with the batch are displayed in the employees "
|
|
"section of the :guilabel:`Generate Payslips` pop-up. To filter the results "
|
|
"by either the :guilabel:`Salary Structure` and/or the "
|
|
":guilabel:`Department`, select a salary structure and/or department from the"
|
|
" respective drop-down menus."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:247
|
|
msgid ""
|
|
"Only employees that match the selected :guilabel:`Salary Structure` and/or "
|
|
":guilabel:`Department` appear in the employees list. Click the "
|
|
":guilabel:`Generate` button at the bottom of the :guilabel:`Generate "
|
|
"Payslips` pop-up window to generate the modified payslips, and close the "
|
|
"pop-up window."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst-1
|
|
#: ../../content/applications/hr/payroll/payslips.rst-1
|
|
msgid "Generate payslips from the edited batch."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:256
|
|
msgid ""
|
|
"Back on the batch details page, click the :guilabel:`Create Draft Entry` "
|
|
"smart button to create a draft of the payslips."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:263
|
|
msgid ""
|
|
"Once the draft payslips are created, the button changes to say "
|
|
":guilabel:`Make Payment`. Click the :guilabel:`Make Payment` button. A pop-"
|
|
"up window appears, in which the bank journal information must be entered. "
|
|
"Select the :guilabel:`Bank Journal` from the drop-down list, and click "
|
|
":guilabel:`Confirm` to process the payslips, and pay the employees."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:268
|
|
msgid ""
|
|
"On the batch detail page, the number of payslips in the batch is accessible "
|
|
"via the :guilabel:`Payslips` smart button, located in the top-right corner. "
|
|
"Individual payslips for the batch can be viewed by clicking the "
|
|
":guilabel:`Payslips` smart button in the top-right corner."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:272
|
|
msgid ""
|
|
"Use the breadcrumb menu to navigate back to the individual batch detail "
|
|
"page, or back to the list of all batches."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst-1
|
|
msgid ""
|
|
"Click the Payslips smart button to view the individual payslips in the "
|
|
"batch."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:280
|
|
msgid "Create a new batch"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:282
|
|
msgid ""
|
|
"To create a new batch of payslips from the :guilabel:`Payslips Batches` page"
|
|
" (:menuselection:`Payroll app --> Payslips --> Batches`), click the "
|
|
":guilabel:`Create` button in the upper-left corner. Doing so reveals a blank"
|
|
" payslip batch form on a separate page."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:286
|
|
msgid ""
|
|
"On the new payslip batch form, enter the :guilabel:`Name` for the batch, and"
|
|
" select the date range to which the batch applies, by clicking the "
|
|
":guilabel:`▼ (drop-down arrow)` icon in the :guilabel:`Period` fields, which"
|
|
" reveals a calendar pop-up window. From this calendar pop-up window, "
|
|
"navigate to the correct month, and click on the corresponding day for both "
|
|
"the start and end dates."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst-1
|
|
msgid "Enter the details for the new batch."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:295
|
|
msgid ""
|
|
"If the batch is a credit note, check the box next to :guilabel:`Credit "
|
|
"Note`. Then, in the :guilabel:`Generation Date` field, select the date the "
|
|
"payslips should be generated from a calendar pop-up window. This generated "
|
|
"date is reflected in the accounting journal entries."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:299
|
|
msgid ""
|
|
"Lastly, in the :guilabel:`Company` field, select the company these payslips "
|
|
"are written against."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:301
|
|
msgid ""
|
|
"When all the information on the payslip batch form is correct, click the "
|
|
":guilabel:`Save` button to save the information. To delete the entry, click "
|
|
"the :guilabel:`Discard` button."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:304
|
|
msgid ""
|
|
"To create the payslips for the newly-created batch, click the "
|
|
":guilabel:`Generate Payslips` button at the top of the form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:307
|
|
msgid ""
|
|
"When clicked, a pop-up window appears showing all the payslips that will be "
|
|
"created. To remove any individual payslips, click the black :guilabel:`✖ (x "
|
|
"mark)` icon at the far right of the payslip line."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:311
|
|
msgid ""
|
|
"If a specific :guilabel:`Salary Structure` or :guilabel:`Department` needs "
|
|
"to be specified for the batch, select them from the corresponding drop-down "
|
|
"menus."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:314
|
|
msgid ""
|
|
"Click the :guilabel:`Generate` button at the bottom of the pop-up window to "
|
|
"create the payslips for the batch."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst-1
|
|
msgid "Generate payslips for the new batch."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:322
|
|
msgid ""
|
|
"On the :guilabel:`Generate Payslips` pop-up window, selecting a "
|
|
":guilabel:`Department` and/or :guilabel:`Salary Structure` only displays "
|
|
"payslips that apply to those specifically-selected parameters."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:326
|
|
msgid ""
|
|
"If there are any errors or issues preventing the payslips from being "
|
|
"generated, an error message appears in the top-right section. This error box"
|
|
" disappears on its own after several seconds, or the :guilabel:`✖ (x mark)` "
|
|
"icon can be clicked to close the alert."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:330
|
|
msgid ""
|
|
"To remedy the issue, make any necessary modifications (e.g. removing any "
|
|
"payslip lines that cannot be processed), then click the :guilabel:`Generate`"
|
|
" button again."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:333
|
|
msgid ""
|
|
"Once the payslips have been successfully generated, the screen returns to "
|
|
"the payslip batch form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:335
|
|
msgid ""
|
|
"From here, click the :guilabel:`Generate Draft Entry` button to change the "
|
|
"payslips' status from :guilabel:`Draft` to :guilabel:`Done`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:338
|
|
msgid ""
|
|
"Once payslips have been generated, click the :guilabel:`Make Payment` button"
|
|
" to process the payments. Doing so reveals a pop-up window, in which the "
|
|
"proper banking information must be entered. In this pop-up window, select "
|
|
"the appropriate :guilabel:`Bank Journal` from the drop-down menu, and enter "
|
|
"the appropriate file name."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:343
|
|
msgid ""
|
|
"When done, click the :guilabel:`Confirm` button to confirm the information, "
|
|
"or click :guilabel:`Cancel` to discard."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:347
|
|
msgid "Generate commission payslips"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:349
|
|
msgid ""
|
|
"Commission payslips can be generated directly from the :guilabel:`Payslips "
|
|
"Batches` page (:menuselection:`Payroll app --> Payslips --> Batches`). To "
|
|
"generate commission payslips from this page, click on the desired batch (or "
|
|
"batches) to create commissions payslips for, then click the "
|
|
":guilabel:`Generate Commission Payslips` button."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:354
|
|
msgid ""
|
|
"Doing so reveals a :guilabel:`Generate Commission Payslip` pop-up window, in"
|
|
" which the necessary information **must** be filled out."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst-1
|
|
msgid "Enter the commission details."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:361
|
|
msgid ""
|
|
"On this pop-up window, click on the drop-down menus, located beside the "
|
|
":guilabel:`Period` field, to reveal calendar pop-up windows. On these "
|
|
"calendar pop-up windows, select the desired period for which the payslips "
|
|
"are being generated. Using the :guilabel:`< (left)` and :guilabel:`> "
|
|
"(right)` arrows, navigate to the correct month, and click on the date to "
|
|
"select it."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:366
|
|
msgid ""
|
|
"In the :guilabel:`Department` field, select the desired department from the "
|
|
"drop-down menu."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:368
|
|
msgid ""
|
|
"When a department is selected, the employees listed for that department "
|
|
"appear in the :guilabel:`Employee` section."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:371
|
|
msgid ""
|
|
"Under the :guilabel:`Employee` section, enter the :guilabel:`Commission "
|
|
"Amount` for each employee in the appropriate column. To remove an employee, "
|
|
"click the :guilabel:`🗑️ (trash)` icon to remove the line."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:375
|
|
msgid ""
|
|
"Add a new entry by clicking :guilabel:`Add a Line`, and entering the "
|
|
":guilabel:`Employee` and the appropriate :guilabel:`Commission Amount`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:378
|
|
msgid ""
|
|
"Click the :guilabel:`Upload Your File` button to add a file, if necessary. "
|
|
"Any file type is accepted."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:381
|
|
msgid ""
|
|
"Using the drop-down menu beside the :guilabel:`Commission Type` field, "
|
|
"select either :guilabel:`Classic Commission` or :guilabel:`Warrant`. "
|
|
":guilabel:`Classic` is the most typical of commission, while "
|
|
":guilabel:`Warrant` is primarily used for Belgium companies."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:385
|
|
msgid ""
|
|
"Once all the commissions are properly entered, click the :guilabel:`Generate"
|
|
" Payslips` button to create the commission payslips."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:3
|
|
#: ../../content/applications/hr/referrals.rst:434
|
|
#: ../../content/applications/hr/time_off.rst:700
|
|
msgid "Reporting"
|
|
msgstr "Rapportages"
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:5
|
|
msgid ""
|
|
"The :guilabel:`Reporting` section of the *Payroll* app offers a variety of "
|
|
"reports to choose from. The :guilabel:`Payroll`, :guilabel:`Meal Vouchers`, "
|
|
":guilabel:`Attachment of Salary`, and :guilabel:`DMFA` reports are universal"
|
|
" and available for all companies regardless of location. The :guilabel:`Paid"
|
|
" Time Off Allocation`, :guilabel:`273S Sheet`, and :guilabel:`274.XX Sheets`"
|
|
" reports are specific to Belgian companies only."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:11
|
|
msgid ""
|
|
"To view a report, go to :menuselection:`Payroll --> Reporting` and click on "
|
|
"the specific report."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst-1
|
|
#: ../../content/applications/hr/payroll/reporting.rst-1
|
|
#: ../../content/applications/hr/payroll/reporting.rst-1
|
|
#: ../../content/applications/hr/payroll/reporting.rst-1
|
|
#: ../../content/applications/hr/payroll/reporting.rst-1
|
|
#: ../../content/applications/hr/payroll/reporting.rst-1
|
|
#: ../../content/applications/hr/payroll/reporting.rst-1
|
|
#: ../../content/applications/hr/payroll/reporting.rst-1
|
|
msgid "Report dashboard view."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:17
|
|
msgid ""
|
|
"If a report is unavailable to a company, a user error pops up, stating `You "
|
|
"must be logged in to a Belgian company to use this feature.`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:20
|
|
msgid ""
|
|
"At the top of each report, click on :guilabel:`Filters` to display the "
|
|
"optional filters for the specific report. Filters show information that "
|
|
"matches the specific filter parameters. For example, when selecting the "
|
|
":guilabel:`Last 365 Day Payslip` filter, only payslips for the last 365 days"
|
|
" appear. All reports have the option to add a custom filter, and each have "
|
|
"different default custom filter options. Select the parameters, then click "
|
|
"the :guilabel:`Apply` button."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:30
|
|
msgid ""
|
|
"Clicking on :guilabel:`Favorites` displays three options: :guilabel:`Save "
|
|
"the current search`, :guilabel:`Add the search to the dashboard`, or "
|
|
":guilabel:`Insert the search to a Google spreadsheet`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst-1
|
|
msgid "Favorite options for reports."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:41
|
|
msgid ""
|
|
"Click on :menuselection:`Payroll --> Reporting --> Payroll` to display the "
|
|
":guilabel:`Payroll Analysis` report."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:48
|
|
msgid ""
|
|
"This shows all the payslips generated in the last 365 days. The report can "
|
|
"display metrics for a variety of parameters. Click the :guilabel:`Measures` "
|
|
"box to view a drop-down menu with the various options to display. The "
|
|
"options available include: :guilabel:`# Payslip`, :guilabel:`Basic Wage`, "
|
|
":guilabel:`Basic Wage for Time Off`, :guilabel:`Days of Paid Time Off`, "
|
|
":guilabel:`Days of Unforeseen Absence`, :guilabel:`Days of Unpaid Time Off`,"
|
|
" :guilabel:`Gross Wage`, :guilabel:`Net Wage`, :guilabel:`Number of Days`, "
|
|
":guilabel:`Number of Hours`, :guilabel:`Work Days`, :guilabel:`Work Hours`, "
|
|
"and :guilabel:`Count`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:61
|
|
msgid "Line chart"
|
|
msgstr "Lijndiagram"
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:63
|
|
msgid ""
|
|
"A line chart is the default view for the *Payroll Analysis* report. If a "
|
|
"different view was selected, click on the :guilabel:`Line Chart` icon "
|
|
"(middle icon) in the menu bar to change the view back to a line chart. An "
|
|
"option to display the line chart in ascending or descending order appears at"
|
|
" the end of the options."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:73
|
|
msgid "Bar chart"
|
|
msgstr "Staafdiagram"
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:75
|
|
msgid ""
|
|
"To display the data in a bar chart, click on the :guilabel:`Bar Chart` icon "
|
|
"(first icon) in the menu bar."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:82
|
|
msgid ""
|
|
"Click the :guilabel:`Stacked` icon to view the bar chart in a stacked format"
|
|
" (where multiple values appear in each column). An option to display the "
|
|
"columns in ascending or descending order appears at the end of the options."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:87
|
|
msgid ""
|
|
"Clicking an option enables it. To disable the option, click it again. When "
|
|
"the option is enabled it appears grey. When it is inactive, it appears "
|
|
"white."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:91
|
|
msgid "Pie chart"
|
|
msgstr "Cirkeldiagram"
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:93
|
|
msgid ""
|
|
"To display the data in a pie chart, click on the :guilabel:`Pie Chart` icon "
|
|
"(last icon) in the menu bar. There are no additional options available in "
|
|
"this view."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:101
|
|
msgid "Pivot table"
|
|
msgstr "Draaitabel"
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:103
|
|
msgid ""
|
|
"The bottom half of the :guilabel:`Payroll Analysis` dashboard presents a "
|
|
"pivot table no matter which type of chart is selected for the top of the "
|
|
"dashboard. The default information displayed is the number of payslips, net "
|
|
"wage, gross wage, days of paid time off, and days of unpaid time off. The "
|
|
"information is divided by department. To display more information on the "
|
|
"report, select the :guilabel:`Measures` drop-down menu, then click on any "
|
|
"other items to display."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:113
|
|
msgid ""
|
|
"To sort the entries by a specific column, such as :guilabel:`Net Wage`, "
|
|
"click on the column name twice. The first click selects the column, and the "
|
|
"second click sorts the information in descending order."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst-1
|
|
msgid "To sort information by descending order, click the column head twice."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:121
|
|
#: ../../content/applications/hr/payroll/reporting.rst:172
|
|
msgid ""
|
|
"To export the data in an XLSX format, click the :guilabel:`Download xlsx` "
|
|
"icon. The information will be downloaded into an Excel spreadsheet."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst-1
|
|
#: ../../content/applications/hr/payroll/reporting.rst-1
|
|
msgid ""
|
|
"Download an Excel spreadsheet of the data by clicking the download button."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:128
|
|
#: ../../content/applications/hr/payroll/reporting.rst:179
|
|
msgid ""
|
|
"The data can be inserted into a spreadsheet by clicking the "
|
|
":guilabel:`Insert in Spreadsheet` button. A pop-up appears asking which "
|
|
"spreadsheet to place the information in. Select an existing spreadsheet or "
|
|
"enter the name for a new spreadsheet. Click the :guilabel:`Confirm` button "
|
|
"to move to a spreadsheet view with all the information populated."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst-1
|
|
msgid "Send the data to a spreadsheet."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:137
|
|
msgid ""
|
|
"Once in the spreadsheet view, click on :guilabel:`File`, then select "
|
|
":guilabel:`Save` to save the data, or :guilabel:`Save as Template` to save "
|
|
"the setting as a template to use in the future."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:141
|
|
#: ../../content/applications/hr/payroll/reporting.rst:188
|
|
msgid ""
|
|
"The *Documents* application must be installed in order to use the "
|
|
":guilabel:`Insert in Spreadsheet` option."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:146
|
|
msgid "Meal Vouchers"
|
|
msgstr "Maaltijdcheques"
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:148
|
|
msgid ""
|
|
":guilabel:`Meal Vouchers` provides an overview of the meal vouchers used by "
|
|
"employees, and can be shown by :guilabel:`Day`, :guilabel:`Week`, "
|
|
":guilabel:`Month`, :guilabel:`Quarter`, or :guilabel:`Year`. The default "
|
|
"view is by month."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst-1
|
|
#: ../../content/applications/hr/payroll/reporting.rst-1
|
|
#: ../../content/applications/hr/payroll/reporting.rst-1
|
|
msgid "Meal voucher"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:156
|
|
msgid ""
|
|
"To change the displayed view, click on :guilabel:`Total`. The data "
|
|
"collapses, showing only the count column. Click on :guilabel:`Total` again, "
|
|
"then hover over :guilabel:`Day`, then click on one of the other time-period "
|
|
"options available."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:164
|
|
msgid ""
|
|
"It is possible to compare the current meal voucher report to the one for the"
|
|
" previous time period or the previous year. To view these comparisons, click"
|
|
" on the :guilabel:`Comparison` drop-down menu at the top, then select either"
|
|
" :guilabel:`Date: Previous Period` or :guilabel:`Date: Previous Year`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:184
|
|
msgid ""
|
|
"Once in the spreadsheet view, click on :guilabel:`File`, then select "
|
|
":guilabel:`Save` to save the data, or :guilabel:`Save as Template` to save "
|
|
"the settings as a template to use in the future."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:192
|
|
msgid "Attachment of Salary"
|
|
msgstr "Loonaanpassing"
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:194
|
|
msgid ""
|
|
"The :guilabel:`Attachment of Salary` report shows all deductions or "
|
|
"allocations per employee, such as child support payments and wage "
|
|
"garnishments."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst-1
|
|
msgid ""
|
|
"View the Attachment of Salary report that shows all salary garnishments."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:201
|
|
msgid ""
|
|
"The employees are listed in the left-side column, while the different "
|
|
"deductions are listed in the top row, organized by month."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:204
|
|
msgid ""
|
|
"The report can be exported as a XLSX file, or inserted into a spreadsheet, "
|
|
"using the corresponding buttons at the top."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:207
|
|
msgid ""
|
|
"Clicking on the :guilabel:`Measures` button shows options for how the data "
|
|
"is displayed. :guilabel:`Assignment of salary`, :guilabel:`Attachment of "
|
|
"salary`, :guilabel:`Child support`, and :guilabel:`Count`, can all be "
|
|
"selected or deselected by clicking on the item. If an item has a check mark,"
|
|
" it is displayed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst-1
|
|
msgid "Select the options that be displayed in the report."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:216
|
|
msgid ""
|
|
"The salary attachment report can be compared to the one for the previous "
|
|
"time period or the previous year. To view these comparisons, click on the on"
|
|
" the :guilabel:`Comparison` drop-down menu at the top, then select either "
|
|
":guilabel:`Payslip End Date: Previous Period` or :guilabel:`Payslip End "
|
|
"Date: Previous Year`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:5
|
|
msgid ""
|
|
"The *Work Entries* dashboard, which can be found by going to "
|
|
":menuselection:`Payroll --> Work Entries --> Work Entries`, provides a "
|
|
"visual overview of the individual time sheets of every employee, with each "
|
|
"day split into a morning shift and an afternoon shift."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst-1
|
|
msgid "Work Entries dashboard view showing all employee's work entries."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:13
|
|
msgid ""
|
|
"To change the view so that only the entries for a single day, week, or month"
|
|
" are shown, click on one of the corresponding links for :guilabel:`Day`, "
|
|
":guilabel:`Week`, or :guilabel:`Month`, located at the top of the dashboard."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:17
|
|
msgid ""
|
|
"Use the :guilabel:`⬅️ (left arrow)` and :guilabel:`➡️ (right arrow)` icons "
|
|
"on the left and right side of the :guilabel:`Today` button to adjust the "
|
|
"displayed dates. The arrows will adjust the date based on the type of time "
|
|
"selected. For example, if month is selected, the arrows will move one month "
|
|
"with each click of the arrow. If week or day is selected, the time will move"
|
|
" by either a week or a day for each click of the arrow, respectively."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:24
|
|
msgid "Adding a new work entry"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:26
|
|
msgid ""
|
|
"If a work entry is missing and needs to be added, such as sick time or time "
|
|
"off, click :guilabel:`Add` to create a new work entry. A pop-up will appear,"
|
|
" with several fields to fill in."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:29
|
|
msgid ""
|
|
"Enter the :guilabel:`Work Entry Name`, such as `Sick Time` or any other "
|
|
"short description. Select the :guilabel:`Employee` and the :guilabel:`Work "
|
|
"Entry Type` from the respective drop-down lists."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst-1
|
|
msgid "Filling in the work entry Create form in Odoo."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:36
|
|
msgid ""
|
|
"Next, enter the date and time for the work entry in the :guilabel:`From` and"
|
|
" :guilabel:`To` drop-downs. First, select the date by navigating to the "
|
|
"correct month and year using the :guilabel:`⬅️ (left arrow)` and "
|
|
":guilabel:`➡️ (right arrow)` icons, then click on the specific day."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:40
|
|
msgid ""
|
|
"Then, select the time by clicking on the :guilabel:`⏰ (clock)` icon, and "
|
|
"using the :guilabel:`⬆️ (up arrow)` and :guilabel:`⬇️ (down arrow)` icons "
|
|
"for each section to enter the hour, minute, and second for the time period."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:44
|
|
msgid ""
|
|
"The :guilabel:`Period` will display the hours based on the :guilabel:`To` "
|
|
"and :guilabel:`From` entries."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:48
|
|
msgid ""
|
|
"Before clicking either :guilabel:`Save & Close` or :guilabel:`Save & New`, "
|
|
"it is good to double check the :guilabel:`Period` to ensure the time stated "
|
|
"corresponds to the :guilabel:`To` and :guilabel:`From` fields."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:0
|
|
msgid "Hours entered in the Period field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:56
|
|
msgid ""
|
|
"Once the information is entered, click :guilabel:`Save & Close` to save the "
|
|
"entry and close the pop-up, or :guilabel:`Save & New` to save the entry and "
|
|
"create another :guilabel:`Work Entry Type`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:60
|
|
msgid "Regenerate work entries"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:62
|
|
msgid ""
|
|
"After a work entry has been either added or modified, the work entries need "
|
|
"to be regenerated for the affected employee(s). Click on the "
|
|
":guilabel:`Regenerate Work Entries` button at the top of the main dashboard,"
|
|
" and a pop-up will appear."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:66
|
|
msgid ""
|
|
"Select the :guilabel:`Employee` to regenerate work entries for from the "
|
|
":guilabel:`drop-down menu`, and adjust the :guilabel:`From` and "
|
|
":guilabel:`To` fields so the correct date range is displayed. Click the "
|
|
":guilabel:`Regenerate Work Entries` button and the work entries will be "
|
|
"recreated. Once finished, the pop-up will close."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst-1
|
|
msgid "Regenerate a work entry for a particular employee."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:76
|
|
msgid "Conflicts"
|
|
msgstr "Conflicten"
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:78
|
|
msgid ""
|
|
"A conflict appears for any request that has not been approved, such as sick "
|
|
"time or vacation, or if there are any errors on the work entry, such as "
|
|
"required fields being left blank. Conflicts are required to be resolved "
|
|
"before payslips can be generated."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:82
|
|
msgid ""
|
|
"Any work entry that has a conflict to be resolved is indicated on the main "
|
|
":guilabel:`Work Entry` overview dashboard, located by going to "
|
|
":menuselection:`Payroll --> Work Entries --> Conflicts`, where only "
|
|
"conflicts needing resolution are shown."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst-1
|
|
msgid ""
|
|
"Conflicts dashboard view showing all employee's conflicts in work entries."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:90
|
|
msgid ""
|
|
"Conflicts are indicated with an orange triangle in the top left corner of "
|
|
"each individual entry. Click on an individual work entry to see the conflict"
|
|
" details in a pop-up."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:93
|
|
msgid "The conflict is briefly explained in an orange text box."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst-1
|
|
msgid "Details for a conflict appear in the pop-up."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:99
|
|
msgid ""
|
|
"The :guilabel:`Work Entry Name`, :guilabel:`Employee`, and :guilabel:`Work "
|
|
"Entry Type` are listed on the left side of the pop-up. The :guilabel:`From` "
|
|
"and :guilabel:`To` date range, as well as the total time requested (in "
|
|
"hours), appear in the :guilabel:`Period` field on the right side."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:103
|
|
msgid ""
|
|
"If there is a conflict because a time-off request for the same time already "
|
|
"exists in the system, the time-off will be entered in the :guilabel:`Time "
|
|
"Off` field. Clicking the :guilabel:`External Link` button next to the "
|
|
":guilabel:`Time Off` entry will bring up the duplicate time-off request."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:107
|
|
msgid ""
|
|
"The details for the time-off request appear in the pop-up. The request can "
|
|
"be modified if needed. Click either the :guilabel:`Validate` or "
|
|
":guilabel:`Refuse` button to approve or deny the request, then click the "
|
|
":guilabel:`Save` button to save the changes."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst-1
|
|
msgid "Edit and/or validate a duplicate time-off request."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:115
|
|
msgid ""
|
|
"Once the duplicate time-off request has been approved and saved, the screen "
|
|
"goes back to the conflict. Click :guilabel:`Refuse Time Off` or "
|
|
":guilabel:`Approve Time Off` via the buttons in the top right to either "
|
|
"approve or deny the request. Repeat for all conflicts until there are no "
|
|
"conflicts to resolve."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:120
|
|
msgid ""
|
|
"After conflicts have been resolved, work entries must be regenerated for "
|
|
"each employee by clicking the :guilabel:`Regenerate Work Entries` button, "
|
|
"and entering the corresponding information for each employee."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst-1
|
|
msgid "Regenerate Work Entries button on the Work Entries Regeneration form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:129
|
|
msgid "Generating payslips"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:131
|
|
msgid ""
|
|
"To generate payslips, navigate to the time period the payslips should be "
|
|
"generated for, either day, week, or month. When the desired pay period is "
|
|
"displayed, click the :guilabel:`Generate Payslips` button."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst-1
|
|
msgid "Generate Payslips button on the Work Entry dashboard."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:140
|
|
msgid ""
|
|
"If the :guilabel:`Generate Payslips` button is not active (appears light "
|
|
"turquoise instead of dark turquoise), that indicates there are conflicts. "
|
|
"*Solve conflicts first* will appear as a warning when :guilabel:`Generate "
|
|
"Payslips` is moused over. Resolve all conflicts before generating payslips."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:145
|
|
msgid ""
|
|
"A batch entry will appear for the time period selected. The batch name "
|
|
"appears at the top in the :guilabel:`Name` field, typically listing the "
|
|
"month and year for the particular batch."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:148
|
|
msgid ""
|
|
"The date range the payslips apply to appears in the :guilabel:`Period` "
|
|
"field. The company appears in the :guilabel:`Company` field, along with an "
|
|
"option to mark the payslips as a credit note. To make changes, click the "
|
|
":guilabel:`Edit` button in the top left, make any changes, then click either"
|
|
" :guilabel:`Save` to accept the changes or :guilabel:`Discard` to revert to "
|
|
"the original data."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst-1
|
|
msgid "Batch information that appears when making a batch."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:157
|
|
msgid ""
|
|
"Click the :guilabel:`Create Draft Entry` button to create the payslips for "
|
|
"the batch."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:159
|
|
msgid ""
|
|
"Click on the :guilabel:`Payslips` button in the top right to view all the "
|
|
"payslips for the batch."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:162
|
|
msgid ""
|
|
"Payslips will have a status of *Waiting* until the :guilabel:`Create Draft "
|
|
"Entry` button has been clicked. After, the payslip status will change to "
|
|
"*Done*."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:165
|
|
msgid ""
|
|
"Payslips can be printed by clicking the box next to each payslip to print, "
|
|
"or clicking the box next to :guilabel:`Reference` to select all the payslips"
|
|
" at once. Click the :guilabel:`Print` button, and a PDF file will be created"
|
|
" with all the specified payslips."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst-1
|
|
msgid "Print button for printing the payslips."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:174
|
|
msgid ":ref:`Configure work entries <payroll/work-entries-config>`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:6
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:51
|
|
msgid "Recruitment"
|
|
msgstr "Werving & Selectie"
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:8
|
|
msgid ""
|
|
"Odoo keeps all job applicants organized with a pre-configured series of "
|
|
"steps and stages that each applicant goes through. Each stage has a specific"
|
|
" step(s) that should be performed. These range from scheduling a phone call,"
|
|
" conducting an interview, to sending a job offer, just to name a few. This "
|
|
"process is referred to as the 'applicant flow'."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:13
|
|
msgid ""
|
|
"When an applicant applies for a job position, an *applicant card* is "
|
|
"automatically created in Odoo's *Recruitment* app for that specific job "
|
|
"position. As the applicant progresses through the recruitment pipeline, the "
|
|
"recruitment team moves their card from one stage to the next."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:17
|
|
msgid ""
|
|
":ref:`Stages can be configured <recruitment/modify-stages>` so that an email"
|
|
" is automatically sent out using a set, pre-configured template as soon as "
|
|
"an applicant's card enters a stage. These automated emails are defined on "
|
|
"each stage in the applicant flow."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:21
|
|
msgid ""
|
|
"The applicant flow explained in this document is the default flow in Odoo, "
|
|
"and goes through the applicant flow when using the *Recruitment* "
|
|
"application's default configuration. The applicant flow is able to be "
|
|
"modified to suit the specific recruitment flow for any business."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:26
|
|
msgid ""
|
|
"The applicant flow with all its stages are universal and applies to all job "
|
|
"positions, unless specified. :ref:`A specific stage can be configured "
|
|
"<recruitment/customize-stages>` to be job-specific, meaning that specific "
|
|
"stage is only visible for that specific job position. Otherwise, if a new "
|
|
"stage is created, or an existing stage is modified, those changes will be "
|
|
"visible on all job positions."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:35
|
|
msgid ""
|
|
"To access the kanban view for a job position, navigate to the main "
|
|
":menuselection:`Recruitment app` dashboard, which is the default view when "
|
|
"opening the application. All job positions appear on the main dashboard. "
|
|
"Click the :guilabel:`New Applications` smart button on a job position card "
|
|
"to navigate to the kanban view for all the applicants for that particular "
|
|
"job position."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst-1
|
|
msgid ""
|
|
"Main dashboard view of job position card, showing new applications button."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:44
|
|
msgid ""
|
|
"Inside the job application, the kanban stages appear, with all the "
|
|
"applicants populated in their respective columns, indicating what stage they"
|
|
" are currently in. There are five default stages in Odoo:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:48
|
|
msgid ":ref:`Initial Qualification <recruitment/initial-qualification>`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:49
|
|
msgid ":ref:`First Interview <recruitment/first-interview>`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:50
|
|
msgid ":ref:`Second Interview <recruitment/second-interview>`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:51
|
|
msgid ":ref:`Contract Proposal <recruitment/contract-proposal>`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:52
|
|
msgid ":ref:`Contract Signed <recruitment/contract-signed>`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:54
|
|
msgid ""
|
|
"The last column, :guilabel:`Contract Signed`, is folded by default, meaning "
|
|
"that the column appears in gray and the applicants in it are hidden from "
|
|
"view. To expand the folded stage and view the applicant cards for that "
|
|
"column, click anywhere on the thin gray column that says the stage name and "
|
|
"the column expands, revealing the applicants."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst-1
|
|
msgid "Expand a folded column by clicking on it in the kanban view."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:63
|
|
msgid ""
|
|
"Each stage has a color-coded bar beneath the stage name, giving information "
|
|
"about the applicant's status in the stage. The colors are:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:66
|
|
msgid ""
|
|
":guilabel:`Green`: there are applicants in the stage with an activity that "
|
|
"is either already scheduled or needs to be scheduled in the future (such as "
|
|
"a phone call or interview), according to the parameters for that particular "
|
|
"stage."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:69
|
|
msgid ""
|
|
":guilabel:`Yellow`: there are applicants in the stage with an activity "
|
|
"either scheduled for today or due to be scheduled today."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:71
|
|
msgid ""
|
|
":guilabel:`Red`: there are applicants in the stage with overdue activities "
|
|
"which need to be scheduled."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:73
|
|
msgid ""
|
|
":guilabel:`Gray`: there are either no activities currently scheduled and no "
|
|
"future activities that are required to be scheduled, or there are no "
|
|
"applicants currently in the stage."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:79
|
|
msgid "Customize stages"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:81
|
|
msgid ""
|
|
"Stages can be modified, added, or deleted to best meet the needs of the "
|
|
"particular hiring steps of a business."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:85
|
|
msgid "New stage"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:87
|
|
msgid ""
|
|
"To create a new stage, click on :guilabel:`+ Add a Column` and a new column "
|
|
"appears. Enter the title for the new stage in the :guilabel:`Column title` "
|
|
"field, then click :guilabel:`Add`. The new column appears, and another new "
|
|
"stage is available to create. If no new stages are needed, click anywhere on"
|
|
" the screen to exit the new column creation."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst-1
|
|
msgid ""
|
|
"The plus sign to click in order to add a new column to the kanban stages."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:99
|
|
msgid "Modify stage"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:101
|
|
msgid ""
|
|
"To modify the settings of a stage, hover over the name of the stage, and a "
|
|
":guilabel:`⚙️ (gear)` icon appears in the upper right hand side of the "
|
|
"stage. Click on the :guilabel:`⚙️ (gear)` icon and a menu appears. Then "
|
|
"click on the :guilabel:`Edit Stage` option. An :guilabel:`Edit Column` form "
|
|
"appears. Make any modifications to the form, then click :guilabel:`Save` "
|
|
"when done."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst-1
|
|
msgid ""
|
|
"The gear icon that appears when a column name is moused over, and the drop-down menu it\n"
|
|
"displays when clicked."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:112
|
|
msgid "Edit column form"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:114
|
|
msgid ""
|
|
"The :guilabel:`Edit Column` form is where the stage's settings are "
|
|
"configured. The only required fields are the :guilabel:`Stage Name`, and the"
|
|
" :guilabel:`Tooltips` section."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:117
|
|
msgid "The fields to be populated or modified are:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:119
|
|
msgid ":guilabel:`Stage Name`: type in a name for the stage."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:120
|
|
msgid ""
|
|
":guilabel:`Email Template`: select an email template to be used from the "
|
|
"drop-down menu. If a template is selected, when the applicant card enters "
|
|
"the stage, an email will automatically be sent to the applicant using the "
|
|
"selected template."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:123
|
|
msgid ""
|
|
":guilabel:`Folded in Kanban`: check the box to have the stage appear folded "
|
|
"(hidden) at all times in the default view."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:125
|
|
msgid ""
|
|
":guilabel:`Hired Stage`: check the box if this stage indicates that the "
|
|
"applicant is hired. When an applicant's card enters this stage, the card "
|
|
"displays a :guilabel:`Hired` banner in the upper right corner. If this box "
|
|
"is checked, this stage is used to determine the hire date of an applicant."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:129
|
|
msgid ""
|
|
":guilabel:`Job Specific`: if the stage only applies to a specific job "
|
|
"position(s), select the job position(s) from the drop-down menu. Multiple "
|
|
"job positions can be selected."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:131
|
|
msgid ""
|
|
":guilabel:`Show in Referrals`: check the box if this stage should be seen in"
|
|
" the *Referrals* application, and allow the referrer to accrue points when a"
|
|
" referral of theirs reaches this stage. If this is active, a "
|
|
":guilabel:`Points` field appears. Enter the amount of referral points the "
|
|
"employee receives when an applicant enters this stage."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:135
|
|
msgid ""
|
|
":guilabel:`Tooltips` section: there are three pre-configured labels (colored"
|
|
" circles) for each applicant's card, indicating its status. These colors are"
|
|
" displayed at the top of each stage to reflect the statuses of the "
|
|
"applicants in the stage. The *names* for the label can be modified, but the "
|
|
"label itself (the color) cannot. The default names and labels are: "
|
|
":guilabel:`In Progress` (gray), :guilabel:`Blocked` (red), and "
|
|
":guilabel:`Ready for Next Stage` (green)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:140
|
|
msgid ""
|
|
":guilabel:`Requirements`: enter any internal notes for this stage explaining"
|
|
" any requirements of the stage."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:144
|
|
msgid "Delete stage"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:146
|
|
msgid ""
|
|
"If a stage is no longer needed, the stage can be deleted. To delete a stage,"
|
|
" hover over the name of the stage, and a :guilabel:`⚙️ (gear)` icon appears."
|
|
" First, click on the :guilabel:`⚙️ (gear)` icon to reveal a drop-down menu, "
|
|
"then click :guilabel:`Delete`. A pop-up warning appears, asking "
|
|
":guilabel:`Are you sure you want to remove this column?`. Click "
|
|
":guilabel:`OK` to delete the column."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:152
|
|
msgid ""
|
|
"If there are applicants currently in the stage being deleted, an error pops "
|
|
"up when attempting to delete the stage, explaining that there are records in"
|
|
" the stage which need to be deleted, archived, or moved to a different stage"
|
|
" before deleting."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:157
|
|
msgid "Email templates"
|
|
msgstr "E-mailsjablonen"
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:159
|
|
msgid ""
|
|
"To communicate with the applicant, Odoo has several pre-configured email "
|
|
"templates that can be used. The pre-configured email templates and when to "
|
|
"use them are as follows:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:162
|
|
msgid ""
|
|
":guilabel:`Applicant: Acknowledgement`: this template is used to let the "
|
|
"applicant know that their application was received. This email is "
|
|
"automatically sent out once the applicant is in the :guilabel:`First "
|
|
"Interview` stage."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:165
|
|
msgid ""
|
|
":guilabel:`Applicant: Interest`: this template is used to let the applicant "
|
|
"know that they have passed the :guilabel:`Initial Qualification` stage and "
|
|
"they will be contacted to set up an interview with the recruiter."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:168
|
|
msgid ""
|
|
":guilabel:`Applicant: Not interested anymore`: this template is used when an"
|
|
" applicant communicates that they are no longer interested in the position, "
|
|
"and thanks them for their time and consideration."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:171
|
|
msgid ""
|
|
":guilabel:`Applicant: Refuse`: this template is used when an applicant is no"
|
|
" longer being considered for the position."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:173
|
|
msgid ""
|
|
":guilabel:`Applicant: Your Salary Package`: this template is used when "
|
|
"offering an applicant a position. This informs the applicant they can "
|
|
"configure their salary package."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:177
|
|
msgid ""
|
|
"Email templates can be created, modified, and deleted to suit the needs of a"
|
|
" business. For more information on email templates, refer to the "
|
|
":doc:`../general/companies/email_template` document."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:180
|
|
msgid ""
|
|
"To manually send an email click :guilabel:`Send message` in the chatter. A "
|
|
"text box appears, as well as the applicant's email address. Click the "
|
|
":guilabel:`⤢ (double arrow)` full composer icon in the bottom right corner "
|
|
"of the :guilabel:`Send Message` tab in the chatter."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst-1
|
|
msgid "Send an email from the chatter."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:188
|
|
msgid ""
|
|
"An email composer pop-up loads, with the :guilabel:`Recipients` and "
|
|
":guilabel:`Subject` pre-populated. The applicant's email address is entered "
|
|
"on the :guilabel:`Recipients` line, and the :guilabel:`Subject` is `Re: "
|
|
"(Subject / Application Name)`. The email body is empty by default."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:192
|
|
msgid ""
|
|
"To use a pre-configured email template, click the drop-down next to the "
|
|
":guilabel:`Load template` field in the lower right section of the window. "
|
|
"Pre-configured email templates may contain dynamic placeholders so unique "
|
|
"information can be populated in the email for a more personalized message to"
|
|
" the applicant. There are several pre-configured email templates to choose "
|
|
"from. Depending on the template selected, the email subject and/or body may "
|
|
"change."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:199
|
|
msgid ""
|
|
"Only the email templates that are configured for the model will load. There "
|
|
"are other email templates pre-configured in Odoo, but if they are not "
|
|
"configured for the recruitment application, they will not appear in the list"
|
|
" of available templates."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:203
|
|
msgid ""
|
|
"If any attachments are to be added, click the :guilabel:`Attach A File` "
|
|
"button in the lower left corner. Navigate to the file to be attached, then "
|
|
"click :guilabel:`Open` to attach it. To delete an attachment, click the "
|
|
":guilabel:`X (Delete)` icon to the right of the attachment. If any changes "
|
|
"need to be made to the email, edit the body of the email. If the edits "
|
|
"should be saved to be used in the future, the email can be saved as a new "
|
|
"template. Click the :guilabel:`Save As New Template` button in the bottom "
|
|
"right corner. To send the email, click :guilabel:`Send` and the email will "
|
|
"be sent to the applicant. The email then appears in the chatter."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:212
|
|
msgid "Stage flow"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:214
|
|
msgid ""
|
|
"In order to move an applicant's card from one stage to another, the "
|
|
"applicant's card can either be dragged and dropped in the kanban view to the"
|
|
" desired stage, or the stage can be modified on the applicant's card."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:218
|
|
msgid ""
|
|
"To change the stage on the applicant's card, click on the applicant's card "
|
|
"in the kanban view to go to a detailed view of the card. The current stage "
|
|
"for the card is highlighted in purple at the top, above the card. Simply "
|
|
"click the desired stage for the card, and the stage changes. A log note "
|
|
"indicating the stage change appears in the chatter. Navigate back to the "
|
|
"kanban view by clicking on :guilabel:`Applications` in the breadcrumb menu "
|
|
"in the top left, and the applicant's card now appears in the new stage."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst-1
|
|
msgid ""
|
|
"Change the stage of an applicant by clicking on the desired stage at the top of the\n"
|
|
"applicant's card."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:233
|
|
msgid "Initial qualification"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:236
|
|
msgid ""
|
|
"The following information is based on Odoo's default recruitment pipeline "
|
|
"flow. Be advised that if modifications are made to create a customized "
|
|
"recruitment pipeline flow, it will vary from the following information."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:240
|
|
msgid ""
|
|
"All applicants appear in the :guilabel:`Initial Qualification` stage, "
|
|
"whether submitted online or if the applicant is manually entered by a "
|
|
"recruiter. When the applicant's card is created, Odoo automatically "
|
|
"populates the applicant's :guilabel:`Name`, :guilabel:`Email address`, and "
|
|
":guilabel:`Phone number` on the applicant's card. This information is "
|
|
"required when applying for a job position."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:246
|
|
msgid ""
|
|
"If the applicant entered any information in the :guilabel:`Short "
|
|
"Introduction` section of the online application, it is populated in the "
|
|
":guilabel:`Application Summary` tab at the bottom of the applicant's card. "
|
|
"If a resumé was attached to the online application, the resumé appears in "
|
|
"the attachments section of the chatter, and is also stored in the "
|
|
"*Documents* application. To find the recruitment documents stored in the "
|
|
"Documents application, navigate to the main :menuselection:`Documents` "
|
|
"dashboard, and click the folder labeled :guilabel:`Recruitment` on the right"
|
|
" side. All recruitment documents will be stored within that folder."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:255
|
|
msgid "Send interview"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:257
|
|
msgid ""
|
|
"At any point in the hiring process, an *interview* can be sent to the "
|
|
"applicant to obtain more information. These interviews are custom-made, and "
|
|
"can be formatted in a variety of ways."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:260
|
|
msgid ""
|
|
"Odoo uses the term *interview*, but these can be thought of as "
|
|
"questionnaires, surveys, tests, certifications, etc. Custom interviews can "
|
|
"be formatted to suit each individual job position's needs. For example, a "
|
|
"job position for a computer programmer could have an interview in the form "
|
|
"of a programming quiz to determine the skill level of the applicant. A job "
|
|
"position for a restaurant server could have a questionnaire inquiring about "
|
|
"the applicant's availability, if the desired applicant needs to be available"
|
|
" on weekend evenings. For more information on creating and editing interview"
|
|
" forms, refer to the :doc:`../hr/recruitment/new_job` documentation."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:269
|
|
msgid ""
|
|
"In order to send an email to an applicant, there must be an email address on"
|
|
" the applicant's card. If an email address is not entered on the applicant's"
|
|
" card, when :guilabel:`Send Interview` is clicked, the applicant's card "
|
|
"appears instead of the :guilabel:`Survey` pop-up window. Enter the email "
|
|
"address in the email field, then click :guilabel:`Save`. Once the "
|
|
"applicant's card is saved, the applicant's card closes and the "
|
|
":guilabel:`Survey` pop-up window appears."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:275
|
|
msgid ""
|
|
"To send an interview to an applicant, click on an applicant's card to "
|
|
"navigate to a detailed view of the applicant's card. At the top of the "
|
|
"applicant's card, click the button labeled :guilabel:`Send Interview`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:279
|
|
msgid ""
|
|
"If the applicant's card has an email address on file, a :guilabel:`Survey` "
|
|
"pop-up window appears, with all the information populated. If an email is "
|
|
"not on the applicant's card, then a contact form appears. Enter the "
|
|
"applicants email address, then click :guilabel:`Save`. The card closes and "
|
|
"the :guilabel:`Survey` pop-up window appears."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:284
|
|
msgid ""
|
|
"Odoo refers to the interview forms as *surveys*. These email templates also "
|
|
"use dynamic placeholders to personalize the email to the applicant and the "
|
|
"job position. Add any additional recipients for the survey if more people "
|
|
"should receive the email. If an email is in the database as a contact, add "
|
|
"that contact on the :guilabel:`Recipients` line. If an email should be sent "
|
|
"to someone who is not in the database as a contact, and they should **not** "
|
|
"be added as a contact, add their email to the :guilabel:`Additional emails` "
|
|
"line."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:291
|
|
msgid ""
|
|
"If any attachments need to be added, click the :guilabel:`Attachments` "
|
|
"button and a file explorer window appears. Navigate to the desired file, "
|
|
"then click :guilabel:`Open` to attach it to the email. The attachment loads,"
|
|
" and is listed above the :guilabel:`Attachments` button."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:295
|
|
msgid ""
|
|
"If the emailed interview must be completed by a specific date, select a date"
|
|
" for the :guilabel:`Answer deadline` in the lower-right area of the pop-up "
|
|
"window. Click on the line next to :guilabel:`Answer deadline`, and a "
|
|
"calendar selector appears. Use the :guilabel:`< (left)` and :guilabel:`> "
|
|
"(right)` arrows on either side of the month to navigate to the desired "
|
|
"month, then click on the :guilabel:`day` to select the date."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:301
|
|
msgid ""
|
|
"The :guilabel:`Mail template` field is pre-populated based on the "
|
|
"configuration for the interview. A different template can be chosen from the"
|
|
" drop-down menu if desired. If a new template is selected, the new email "
|
|
"template loads in the email body."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:305
|
|
msgid ""
|
|
"To send the email with the interview link to the applicant, click "
|
|
":guilabel:`Send` at the bottom of the email pop-up."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst-1
|
|
msgid ""
|
|
"Send a custom survey, also referred to as an interview form, to an applicant using a\n"
|
|
"pre-configured template."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:314
|
|
msgid "Refuse"
|
|
msgstr "Afkeuren"
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:316
|
|
msgid ""
|
|
"At any point in the recruitment pipeline, an applicant can be refused from "
|
|
"the job application process. To refuse an applicant, click on an applicant's"
|
|
" card to navigate to a detailed view of the applicant's card. At the top of "
|
|
"the applicant's card, there are several buttons. Click the one labeled "
|
|
":guilabel:`Refuse`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:321
|
|
msgid ""
|
|
"A :guilabel:`Refuse Reason` pop-up appears. Select the :guilabel:`Refuse "
|
|
"Reason` from the drop-down menu. The default refuse reasons in Odoo are: "
|
|
":guilabel:`Doesn't fit the job requirements`, :guilabel:`The applicant is "
|
|
"not interested anymore`, and :guilabel:`The applicant gets a better offer`. "
|
|
"These three refusal reasons have pre-configured email templates associated "
|
|
"with them. Additional refusal reasons can be created and existing ones can "
|
|
"be modified or deleted. To add a new refusal reason, type in the name of the"
|
|
" reason, then click :guilabel:`Create and Edit...`. A :guilabel:`Create: "
|
|
"Refuse Reason` pop-up window appears. Type in the name of the new email "
|
|
"template in the :guilabel:`Email Template` field, and click "
|
|
":guilabel:`Create and Edit...`. A :guilabel:`Create: Email Template` window "
|
|
"loads. Configure the new email template, then click :guilabel:`Save`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:333
|
|
msgid ""
|
|
"Pre-configured email templates in Odoo sometimes use dynamic placeholders, "
|
|
"which are customized pieces of data that populate dynamic content. For "
|
|
"example, if the applicant's name is a piece of dynamic content, the "
|
|
"applicant's name will appear anytime that dynamic placeholder appears on the"
|
|
" email template. For more detailed information on email templates, refer to "
|
|
"the :doc:`../general/companies/email_template` documentation."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:339
|
|
msgid ""
|
|
"An email template populates the :guilabel:`Email Template` field after a "
|
|
"refusal reason is selected. If an email should not be sent to the applicant,"
|
|
" uncheck the :guilabel:`Send Email` checkbox. To view the email template, "
|
|
"click the :guilabel:`External Link` icon to the right of the email template "
|
|
"selected. The email template loads in the pop-up window, and can be modified"
|
|
" if needed. After making modifications, click :guilabel:`Save`. To close the"
|
|
" email template, click :guilabel:`Discard`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:345
|
|
msgid ""
|
|
"To send the refusal email to the applicant, click :guilabel:`Send`. The "
|
|
"refusal email is sent to the applicant, and a :guilabel:`Refused` banner "
|
|
"appears on the applicant's card."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst-1
|
|
msgid ""
|
|
"An applicant's card with the refused banner appearing in the top right "
|
|
"corner in red."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:352
|
|
msgid ""
|
|
"After refusal, the applicant's card is no longer visible in the job "
|
|
"position's kanban view. To view refused applicants, navigate to the "
|
|
":menuselection:`Recruitment app --> Applications --> All Applications`. All "
|
|
"applications for all job positions are presented in a list view. To view the"
|
|
" refused applicants only, click :guilabel:`Filters`, then click "
|
|
":guilabel:`Archived/Refused`. All applicants that have been archived and/or "
|
|
"refused appear in the list. To further organize this list and view refusals "
|
|
"by job position, click :guilabel:`≣ Group By`, then click :guilabel:`Job`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:360
|
|
msgid "New applicant"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:362
|
|
msgid ""
|
|
"An applicant card can be manually added if needed. If an applicant needs to "
|
|
"be added to the list of prospective candidates and an applicant card has not"
|
|
" been created yet (they have not applied for the job online yet) an "
|
|
"applicant card can be easily added from the job position kanban view in one "
|
|
"of two ways, using either the :ref:`Quick add <recruitment/quick-add-"
|
|
"applicant>` icon or the :ref:`Create <recruitment/create-new-applicant>` "
|
|
"button."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:371
|
|
msgid "Quick add"
|
|
msgstr "Snel toevoegen"
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:373
|
|
msgid ""
|
|
"Quickly add a new applicant using the :guilabel:`Quick add` icon. If not "
|
|
"already in the job position kanban view, navigate to the main recruitment "
|
|
"dashboard, and click the :guilabel:`New Applicants` button on the job "
|
|
"position card that the applicant should be added to. Then, click on the "
|
|
"small :guilabel:`+ (plus sign) Quick add` icon in the top right of the "
|
|
":guilabel:`Initial Qualification` stage to quickly add a new applicant."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst-1
|
|
msgid ""
|
|
"All the fields for a new applicant form entered when using the Quick Add "
|
|
"option."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:383
|
|
msgid "Enter the following information on the card:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:385
|
|
msgid ""
|
|
":guilabel:`Subject/Application Name`: this is the only required field. Enter"
|
|
" the title for the card. Typically this is the applicant's name and job "
|
|
"position being applied to, for example: `Laura Smith - Experienced "
|
|
"Developer`. This field is not visible in the kanban view (unless in the "
|
|
"Developer mode), but is visible on the individual card."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:389
|
|
#: ../../content/applications/hr/recruitment.rst:434
|
|
msgid ":guilabel:`Applicant's Name`: enter the applicant's name."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:390
|
|
#: ../../content/applications/hr/recruitment.rst:435
|
|
msgid ":guilabel:`Email`: enter the applicant's email address."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:391
|
|
msgid ""
|
|
":guilabel:`Applied Job`: the current job position populates this field. If "
|
|
"needed, the job position can be changed by selecting a different position "
|
|
"from the drop-down menu. If a different job position is selected, after the "
|
|
"card is created, the card will appear in the selected job position."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:396
|
|
msgid ""
|
|
"After the information is entered, click :guilabel:`Add`. The applicant "
|
|
"appears in the list, and a new blank applicant card appears. Click either "
|
|
"the :guilabel:`🗑️ (delete)` icon or click anywhere on the screen to close "
|
|
"the card."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:400
|
|
msgid ""
|
|
"If preferred, after entering the applicant name, click :guilabel:`Edit` and "
|
|
"a detailed :guilabel:`Applicant Form` loads. :ref:`Enter the information on "
|
|
"the form <recruitment/applicant-details>`, then click :guilabel:`Save`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:407
|
|
msgid "Create"
|
|
msgstr "Aanmaken"
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:409
|
|
msgid ""
|
|
"Add a new applicant including all the relevant information using the "
|
|
":guilabel:`Create` button. If not already in the kanban view for the job "
|
|
"position to add an applicant to, navigate to the main recruitment dashboard,"
|
|
" and click the :guilabel:`New Applicants` button on the job position card "
|
|
"that the applicant should be added to. Then, click the :guilabel:`Create` "
|
|
"button in the top left of the kanban view and an applicant form loads."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:415
|
|
msgid ""
|
|
"Certain fields on the applicant card may be pre-populated, depending on how "
|
|
"the job position is configured. Typically, the :guilabel:`Job` section, as "
|
|
"well as the :guilabel:`Recruiter` field, are all pre-populated."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:419
|
|
msgid ""
|
|
"Enter the following information on the new applicant form. Note that not all"
|
|
" fields listed below may be visible. Depending on installed applications and"
|
|
" configurations, some fields may not be displayed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:426
|
|
msgid "Applicant section"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:428
|
|
msgid ""
|
|
":guilabel:`Subject/Application Name`: this is the only required field. Enter"
|
|
" the title for the card. Typically this is the applicant's name and job "
|
|
"position being applied to, for example: `Laura Smith - Experienced "
|
|
"Developer`. This field is not visible in the kanban view, unless the "
|
|
":guilabel:`Applicant's Name` is left blank. If there is no "
|
|
":guilabel:`Applicant's Name`, then the :guilabel:`Subject/Application Name` "
|
|
"is what is displayed on the applicant card in the kanban view."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:436
|
|
msgid ":guilabel:`Phone`: enter the applicant's phone number."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:437
|
|
msgid ":guilabel:`Mobile`: enter the applicant's mobile number."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:438
|
|
msgid ""
|
|
":guilabel:`Degree`: select the applicant's highest level of education earned"
|
|
" from the drop-down menu. Options are :guilabel:`Graduate`, "
|
|
":guilabel:`Bachelor Degree`, :guilabel:`Master Degree`, or "
|
|
":guilabel:`Doctoral Degree`. The :guilabel:`Graduate` option indicates "
|
|
"graduating the highest level of school before a Bachelor's degree, such as a"
|
|
" high school or secondary school diploma, depending on the country."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:443
|
|
msgid ""
|
|
":guilabel:`Tags`: select as many tags as desired from the drop-down menu. To"
|
|
" add a tag that does not exist, type in the tag name, the click "
|
|
":guilabel:`Create \"new tag\"`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:445
|
|
msgid ""
|
|
":guilabel:`Interviewer`: select the person who will be conducting the "
|
|
"interview(s) from the drop-down menu. The person must have either "
|
|
"*recruiter* or *officer* rights configured for the Recruitment application "
|
|
"in order to appear on the drop-down."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:448
|
|
msgid ""
|
|
":guilabel:`Recruiter`: select the person responsible for the entire "
|
|
"recruitment process for the job position. Only *users* can be selected, and "
|
|
"all users are presented in the drop-down to select from."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:451
|
|
msgid ""
|
|
":guilabel:`Appreciation`: click on one of the stars to select a rating for "
|
|
"the applicant. One star indicates :guilabel:`Good`, two stars indicates "
|
|
":guilabel:`Very Good`, and three stars indicates :guilabel:`Excellent.`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:454
|
|
msgid ""
|
|
":guilabel:`Referred By User`: if referral points are to be earned for this "
|
|
"job position in the *Referrals* application, select the user who referred "
|
|
"the applicant from the drop-down menu. The *Referrals* application must be "
|
|
"installed for this to appear."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:459
|
|
msgid "Job section"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:461
|
|
msgid ""
|
|
"The following fields are pre-populated when creating a new applicant, as "
|
|
"long as these field are specified on the Job Position. Editing the fields is"
|
|
" possible, if desired."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:464
|
|
msgid ""
|
|
":guilabel:`Applied Job`: select the job position the applicant is applying "
|
|
"to from the drop-down menu."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:466
|
|
msgid ""
|
|
":guilabel:`Department`: select the department the job position falls under "
|
|
"from the drop-down menu."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:468
|
|
msgid ""
|
|
":guilabel:`Company`: select the company the job positions is for using the "
|
|
"drop-down menu."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:471
|
|
msgid "Contract section"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:473
|
|
msgid ""
|
|
":guilabel:`Expected Salary`: enter the amount the applicant is requesting "
|
|
"for the role in this field. The number should be in a `XX,XXX.XX` format. "
|
|
"The currency is determined by the localization setting for the company."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:476
|
|
msgid ""
|
|
":guilabel:`Expected Salary - Extra advantages...`: if any extra advantages "
|
|
"are requested by the applicant, enter it in this field. This should be short"
|
|
" and descriptive, such as `1 week extra vacation` or `dental plan`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:479
|
|
msgid ""
|
|
":guilabel:`Proposed Salary`: enter the amount to be offered to the applicant"
|
|
" for the role in this field. The number should be in a `XX,XXX.XX` format."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:481
|
|
msgid ""
|
|
":guilabel:`Proposed Salary - Extra advantages...`: if any extra advantages "
|
|
"are offered to the applicant, enter it in this field. This should be short "
|
|
"and descriptive, such as `1 week extra vacation` or `dental plan`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:484
|
|
msgid ""
|
|
":guilabel:`Availability`: using the calendar module in the drop-down menu, "
|
|
"select the available start date for the applicant."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:488
|
|
msgid "Application summary tab"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:490
|
|
msgid ""
|
|
"Any additional details or notes that should be added to the applicant's card"
|
|
" can be typed into this field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst-1
|
|
msgid "All the fields for a new applicant form entered."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:500
|
|
msgid "First interview"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:502
|
|
msgid ""
|
|
"After an applicant has passed the :guilabel:`Initial Qualification` stage, "
|
|
"they can be moved to the :guilabel:`First Interview` stage in the job "
|
|
"position kanban view. To move the applicant to the next stage, drag and drop"
|
|
" the applicant's card to the :guilabel:`First Interview` stage, or click on "
|
|
"the :guilabel:`First Interview` stage button at the top of the individual "
|
|
"applicant's card."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst-1
|
|
msgid ""
|
|
"An applicant's card moves from one stage t another by using the click and "
|
|
"drag method."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:511
|
|
msgid ""
|
|
"When the applicant's card moves to the :guilabel:`First Interview` stage, an"
|
|
" acknowledgement email is automatically sent to the applicant. The email is "
|
|
"created using an email template titled :guilabel:`Applicant: "
|
|
"Acknowledgement`. This email template is pre-configured in Odoo, and "
|
|
"contains dynamic placeholders for the job position, the recruiter's name, "
|
|
"and the company's information. Once the email is sent, the email appears in "
|
|
"the chatter."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:520
|
|
msgid "Schedule a meeting"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:522
|
|
msgid ""
|
|
"When a date and time have been agreed upon for both the applicant and "
|
|
"interviewer, the interview can be scheduled. To schedule an interview, "
|
|
"whether a phone or in-person interview, click the :guilabel:`Meeting` smart "
|
|
"button at the top of the applicant's record."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:526
|
|
msgid ""
|
|
"The applicant's card can be found by navigating to the "
|
|
":menuselection:`Recruitment application` dashboard, click on a "
|
|
":guilabel:`New Applications` button in the job position card, then click on "
|
|
"the applicant's card."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:531
|
|
msgid ""
|
|
"The meeting smart button will display :guilabel:`No Meeting` if no meetings "
|
|
"are currently scheduled. For new applicants who are new to the "
|
|
":guilabel:`First Interview` stage, this will be the default. If there are "
|
|
"any meetings already scheduled, the smart button will display "
|
|
":guilabel:`Next Meeting` with the date of the upcoming meeting."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:536
|
|
msgid ""
|
|
"Doing so loads the *Calendar* application, showing the currently scheduled "
|
|
"meetings and events for the user. The meetings and events displayed are for "
|
|
"the employees who are listed under the :guilabel:`Attendees` section on the "
|
|
"right side of the calendar view. To change the currently loaded meetings and"
|
|
" events being displayed, uncheck the person who's calendar events are to be "
|
|
"hidden. Only the checked attendees will be visible on the calendar."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:542
|
|
msgid ""
|
|
"The default view is the week view. To change the calendar view, click on a "
|
|
"button to present the calendar in a different view, either :guilabel:`Day`, "
|
|
":guilabel:`Month`, or :guilabel:`Year`. To change the displayed date range "
|
|
"for the calendar, either use the :guilabel:`⬅️ (Left)`, :guilabel:`➡️ "
|
|
"(Right)`, or :guilabel:`Today` buttons above the calendar, or click on a "
|
|
"date in the calendar on the right side of the displayed calendar."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst-1
|
|
msgid "The calendar view, highlighting how to change the displayed meetings."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:552
|
|
msgid ""
|
|
"To add a meeting to the calendar, click on the day the meeting is to take "
|
|
"place, or click on the start time of the meeting and drag to the end time, "
|
|
"to select the date, time, and the length of the meeting. If the calendar is "
|
|
"displaying the day or week view, click on the day *and* the time slot the "
|
|
"meeting is to take place. A :guilabel:`New Event` pop up appears, with the "
|
|
":guilabel:`Meeting Subject` populated with the applicant card's "
|
|
":guilabel:`Subject/Application Name`. The default time slot is 30 minutes. "
|
|
"If the information is correct, click :guilabel:`Create` to add the meeting "
|
|
"to the calendar, or click :guilabel:`Edit` to modify the meeting."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:560
|
|
msgid ""
|
|
"If :guilabel:`Edit` is clicked, an expanded :guilabel:`New Event` card "
|
|
"loads. Make any changes needed to the form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:564
|
|
msgid "New event card"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:566
|
|
msgid ""
|
|
"The fields available to populate or modify on the detailed :guilabel:`New "
|
|
"Event` card are as follows. The only required fields to enter are the "
|
|
":guilabel:`Meeting Subject`, :guilabel:`Starting At`, and :guilabel:`Ending "
|
|
"At` fields. Once the card details are entered, click :guilabel:`Save` to "
|
|
"save the changes and create the meeting."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:571
|
|
msgid ""
|
|
":guilabel:`Meeting Subject`: enter the subject for the meeting. This should "
|
|
"clearly indicate the purpose of the meeting. The default subject is the "
|
|
":guilabel:`Subject/Application Name` on the applicant's card."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:574
|
|
msgid ""
|
|
":guilabel:`Attendees`: select the people who should be in attendance. The "
|
|
"default employee listed is the person who is creating the meeting. Add as "
|
|
"many other people as desired."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:578
|
|
msgid "Meeting details tab"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:580
|
|
msgid ""
|
|
":guilabel:`Starting At`: using the drop-down calendar, select the date and "
|
|
"time for the meeting start time."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:582
|
|
msgid ""
|
|
":guilabel:`Ending At`: using the drop-down calendar, select the date and "
|
|
"time for the meeting end time."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:584
|
|
msgid ""
|
|
":guilabel:`Duration`: this field auto populates based on the "
|
|
":guilabel:`Starting At` and :guilabel:`Ending At` times entered. If the "
|
|
"meeting time is adjusted, this field automatically adjusts to the correct "
|
|
"duration length."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:587
|
|
msgid ""
|
|
":guilabel:`All Day`: if the meeting is an all day long event, check the box "
|
|
"next to :guilabel:`All Day`. After this box is checked, the "
|
|
":guilabel:`Duration` field is hidden from view, a well as the meeting start "
|
|
"and end times."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:590
|
|
msgid ""
|
|
":guilabel:`Organizer`: the employee who created the meeting is populated in "
|
|
"this field. Use the drop-down menu to change the selected employee."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:592
|
|
msgid ""
|
|
":guilabel:`Description`: enter a brief description in this field. There is "
|
|
"an option to enter formatted text, such as numbered lists, headings, tables,"
|
|
" as well as links, photos, and more. Use the powerbox feature, by typing a "
|
|
"`/`, and a list of options are presented. Scroll through the options and "
|
|
"click on the desired item. The item appears in the field and can be "
|
|
"modified. Each command presents a different pop-up window. Follow the "
|
|
"instructions for each command to complete the entry."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:598
|
|
msgid ""
|
|
":guilabel:`Reminders`: select a reminder from the drop-down menu. Options "
|
|
"include :guilabel:`Notification`, :guilabel:`Email`, and :guilabel:`SMS Text"
|
|
" Message`, each with a specific time period before the event (hours, days, "
|
|
"etc). The reminder chosen will alert the meeting participants of the meeting"
|
|
" via the selected option."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:602
|
|
msgid ":guilabel:`Location`: enter the location for the meeting."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:603
|
|
msgid ""
|
|
":guilabel:`Meeting URL`: if the meeting is virtual, enter the meeting link "
|
|
"in this field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:604
|
|
msgid ""
|
|
":guilabel:`Tags`: select any tag(s) for the meeting using the drop-down "
|
|
"menu. There is no limit to the number of tags that can be used."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:608
|
|
msgid "Options tab"
|
|
msgstr "Tabblad Opties"
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:610
|
|
msgid ""
|
|
":guilabel:`Recurrent`: if the meeting should repeat at a selected interval "
|
|
"(not typical for a first interview), check the box next to "
|
|
":guilabel:`Recurrent`. This reveals a recurrence section. Enter the details "
|
|
"for how often the meeting should repeat, including an end time."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:613
|
|
msgid ""
|
|
":guilabel:`Privacy`: select the visibility of this meeting. Options are "
|
|
":guilabel:`Public`, :guilabel:`Private`, and :guilabel:`Only internal "
|
|
"users`. :guilabel:`Public` allows for everyone to see the meeting, "
|
|
":guilabel:`Private` allows only the attendees listed on the meeting to see "
|
|
"the meeting, and :guilabel:`Only internal users` allows anyone logged into "
|
|
"the company database to see the meeting."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:618
|
|
msgid ""
|
|
":guilabel:`Show as`: select from the drop-down whether the meeting time "
|
|
"should appear as :guilabel:`Busy` or :guilabel:`Available` in the attendees'"
|
|
" schedules. Setting this field to :guilabel:`Available` allows other "
|
|
"meetings to be scheduled for the same time. It is recommended to set this "
|
|
"field to :guilabel:`Busy`, so no other meetings can be scheduled for the "
|
|
"attendees at the same time."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst-1
|
|
msgid "A new meeting card with all the details populated, and ready to save."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:629
|
|
msgid "Send meeting to attendees"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:631
|
|
msgid ""
|
|
"Once changes have been entered and the meeting details are correct, the "
|
|
"meeting can be sent to the attendees via email or text message."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:634
|
|
msgid ""
|
|
"To send the meeting via email, click the :guilabel:`Email` button next to "
|
|
"the list of attendees. A :guilabel:`Contact Attendees` email configurator "
|
|
"pop-up appears. A pre-formatted email using the default :guilabel:`Calendar:"
|
|
" Event Update` email template populates the email body field. The followers "
|
|
"of the document (job application), as well as the user who created the "
|
|
"meeting are added as :guilabel:`Recipients` by default. Add the applicant's "
|
|
"email address to the list to send the email to the applicant as well. Make "
|
|
"any other desired changes to the email. If an attachment is needed, click "
|
|
"the :guilabel:`Attach A File` button, navigate to the file, then click "
|
|
":guilabel:`Open`. Once the email is ready to be sent, click "
|
|
":guilabel:`Send`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst-1
|
|
msgid "Enter the information to send the event via email."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:647
|
|
msgid ""
|
|
"To send the meeting via text message, click the :guilabel:`SMS` button next "
|
|
"to the list of attendees. A :guilabel:`Send SMS Text Message` pop-up "
|
|
"appears. At the top, in a blue box, information appears regarding the "
|
|
"message. The first line lists how many records (phone numbers) are selected."
|
|
" The second line lists the number of recipients and how many of them are "
|
|
"invalid. If a contact does not have a valid phone number listed, click "
|
|
":guilabel:`Close`, and edit the attendee's record, then redo these steps."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:655
|
|
msgid ""
|
|
"It is *not* recommended to check the box to send to all the records in the "
|
|
":guilabel:`Send SMS Text Message` pop-up. This would send a message to all "
|
|
"contacts with a valid phone number."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:658
|
|
msgid ""
|
|
"When the message reads :guilabel:`0 are invalid`, type in the message to be "
|
|
"sent in the :guilabel:`Message` field. Beneath the message field, the number"
|
|
" of characters, as well as the amount of text messages required to send the "
|
|
"message (according to GSM7 criteria) appears. Click :guilabel:`Put In Queue`"
|
|
" to have the text sent later, after any other messages are scheduled, or "
|
|
"click :guilabel:`Send Now` to send the message immediately."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst-1
|
|
msgid "Send a text message to the attendees of the meeting."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:669
|
|
msgid ""
|
|
"Sending text messages is not a default capability with Odoo. To send text "
|
|
"messages, credits are required, which need to be purchased. For more "
|
|
"information on IAP credits and plans, refer to the "
|
|
":doc:`../essentials/in_app_purchase` documentation."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:676
|
|
msgid "Second interview"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:678
|
|
msgid ""
|
|
"After an applicant has passed the :guilabel:`First Interview` stage, they "
|
|
"can be moved to the :guilabel:`Second Interview` stage. To move the "
|
|
"applicant to the next stage, drag and drop the applicant's card to the "
|
|
":guilabel:`Second Interview` stage, or click on the :guilabel:`Second "
|
|
"Interview` stage button at the top of the individual applicant's card."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:683
|
|
msgid ""
|
|
"When the applicant's card moves to the :guilabel:`Second Interview` stage, "
|
|
"there are no automatic activities or emails configured for this stage, "
|
|
"unlike for the :guilabel:`First Interview` stage. The recruiter can now "
|
|
":ref:`schedule a second interview <recruitment/schedule-meetings>` with the "
|
|
"applicant, following the same process as for the first interview."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:691
|
|
msgid "Contract proposal"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:693
|
|
msgid ""
|
|
"When the applicant has passed the interview stages and an offer is ready to "
|
|
"be sent, they can be moved to the :guilabel:`Contract Proposal` stage. Drag "
|
|
"and drop the applicant's card to the :guilabel:`Contract Proposal` stage, or"
|
|
" click on the :guilabel:`Contract Proposal` stage button at the top right of"
|
|
" the individual applicant's card."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:698
|
|
msgid ""
|
|
"The next step is to send an offer to the applicant. On the applicant's card,"
|
|
" click the :guilabel:`Generate Offer` button. A :guilabel:`Generate a "
|
|
"Simulation Link` pop-up appears. All fields are pre-populated with "
|
|
"information from the job position, except for the :guilabel:`Force New Cars "
|
|
"List`, :guilabel:`Default Vehicle`, and the :guilabel:`Canteen Cost` (this "
|
|
"is set to `0.00`)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:705
|
|
msgid ""
|
|
"Not all fields may appear on the :guilabel:`Generate a Simulation Link` pop-"
|
|
"up. Depending on the localization setting for the company and the "
|
|
"applications installed, some fields may not appear. For example if the "
|
|
"*Fleet* application is not installed, the fields related to vehicles will "
|
|
"not appear on the pop-up."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:711
|
|
msgid "Universal fields"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:713
|
|
msgid ""
|
|
"The following fields appear for all offers sent to applicants regardless of "
|
|
"localization settings."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:715
|
|
msgid ""
|
|
":guilabel:`Offer Template`: the template currently being used to populate "
|
|
"the :guilabel:`Generate a Simulation Link` pop-up. To modify the template, "
|
|
"click the :guilabel:`External link` icon to the right of the drop-down "
|
|
"arrow. Make any changes, then click :guilabel:`Save`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:718
|
|
msgid ""
|
|
":guilabel:`Job Title`: the name of the position being offered to the "
|
|
"applicant."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:719
|
|
msgid ""
|
|
":guilabel:`Contract Start Date`: the date the contract takes effect. The "
|
|
"default date is the current date. To modify the date, click the drop-down to"
|
|
" reveal a calendar. Use the :guilabel:`< (left)` and :guilabel:`> (right)` "
|
|
"arrows on either side of the month to navigate to the desired month, then "
|
|
"click on the :guilabel:`day` to select the date."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:723
|
|
msgid ":guilabel:`Yearly Cost`: the annual salary being offered."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:724
|
|
msgid ""
|
|
":guilabel:`Offer Link`: this link takes the applicant to a webpage where "
|
|
"they can enter their personal information, which will be imported to their "
|
|
"employee record when created. If applicable, the applicant can modify their "
|
|
"salary package (this option is not available for all localizations). Lastly,"
|
|
" this is where the applicant accepts the offer by clicking :guilabel:`Review"
|
|
" Contract & Sign` to accept the contract and sign it using the *Sign* "
|
|
"application."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:732
|
|
msgid ""
|
|
"The *Sign* application must be installed in order for a document to be "
|
|
"signed. Ensure the *Sign* application is installed to use this feature."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:738
|
|
msgid ""
|
|
"The following fields will only appear if specific localization settings are "
|
|
"selected, and/or certain applications are installed. For example if the "
|
|
"*Fleet* application is not installed, none of the optional fields related to"
|
|
" vehicles will appear, such as :guilabel:`Force New Cars List` or "
|
|
":guilabel:`Default Vehicle`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:743
|
|
msgid ""
|
|
":guilabel:`Job Position`: the official title of the job being offered to the"
|
|
" applicant, from the :guilabel:`Job Position` card. To modify the name, "
|
|
"click the :guilabel:`External link` icon to the right of the drop-down "
|
|
"arrow. Make any changes, then click :guilabel:`Save`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:746
|
|
msgid ""
|
|
":guilabel:`Department`: the department the job position falls under. To "
|
|
"modify the department, click the :guilabel:`External link` icon to the right"
|
|
" of the drop-down arrow. Make any changes, then click :guilabel:`Save`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:749
|
|
msgid ""
|
|
":guilabel:`Force New Cars List`: check this box to offer a new vehicle to "
|
|
"the applicant."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:750
|
|
msgid ""
|
|
":guilabel:`Default Vehicle`: using the drop-down menu, select the vehicle "
|
|
"that will be assigned to the applicant."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:752
|
|
msgid ""
|
|
":guilabel:`Canteen Cost`: enter the amount that is offered to the applicant "
|
|
"for the cafeteria."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:753
|
|
msgid ""
|
|
":guilabel:`Contract Type`: using the drop-down menu, select the type of "
|
|
"contract that is being offered."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst-1
|
|
msgid ""
|
|
"Format the offer to send to the applicant. Make any modifications before "
|
|
"sending."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:761
|
|
msgid "Send offer"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:763
|
|
msgid ""
|
|
"To send the offer to the applicant, click :guilabel:`Send`. If the applicant"
|
|
" does not have an email address listed on their applicant card, the "
|
|
"applicant form appears so their email can be configured. If there is already"
|
|
" an email configured on the applicant's card, the email pop-up appears "
|
|
"instead. If prompted with the applicant's card, enter the applicant's email "
|
|
"address in the :guilabel:`Email` field, then click :guilabel:`Save`. The "
|
|
"applicant form closes and the email pop-up appears."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:769
|
|
msgid ""
|
|
"The :guilabel:`Applicant: Your Salary Package` email template is used, and "
|
|
"the :guilabel:`Recipients`, :guilabel:`Subject`, and email body are pre-"
|
|
"populated based on the email template. If any attachments need to be added, "
|
|
"click the :guilabel:`Attachments` button and a file explorer window appears."
|
|
" Navigate to the desired file, then click :guilabel:`Open` to attach it to "
|
|
"the email. The attachment loads, and is listed above the "
|
|
":guilabel:`Attachments` button. Once the email is ready to send, click "
|
|
":guilabel:`Send`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:777
|
|
msgid ""
|
|
"To send an offer, ensure the *Sign* application is installed. This is "
|
|
"necessary so the offer can be sent to the applicant by the recruiter. The "
|
|
"applicant does not need any software installed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst-1
|
|
msgid "Send an email to the applicant with a link to the offered salary."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:787
|
|
msgid "Contract signed"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:789
|
|
msgid ""
|
|
"Once the applicant has accepted the offer and signed the contract, the next "
|
|
"step is to move the applicant to the :guilabel:`Contract Signed` stage. To "
|
|
"move the applicant to the next stage, drag and drop the applicant's card to "
|
|
"the :guilabel:`Contract Signed` stage, or click the :guilabel:`More` button "
|
|
"at the top of the applicant's card to reveal the :guilabel:`Contract Signed`"
|
|
" stage button at the top of the individual applicant's card, and click "
|
|
":guilabel:`Contract Signed`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:796
|
|
msgid ""
|
|
"The :guilabel:`Contract Signed` stage is folded in the kanban view, but the "
|
|
"card may still be dragged and dropped into that stage."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:799
|
|
msgid ""
|
|
"Once the applicant's card moves to the :guilabel:`Contract Signed` stage, a "
|
|
"green :guilabel:`Hired` banner appears in the top right of the applicant's "
|
|
"card."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst-1
|
|
msgid "Hired banner in the top right corner of applicant card."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:807
|
|
msgid "Create employee"
|
|
msgstr "Werknemer aanmaken"
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:809
|
|
msgid ""
|
|
"Once the applicant has been hired, the next step is to create an employee "
|
|
"record of them. On the applicant's card, click the :guilabel:`Create "
|
|
"Employee` button in the top left. An employee form appears, and any "
|
|
"information from the applicant's card that can be imported into the employee"
|
|
" card appears in the form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:814
|
|
msgid ""
|
|
"Fill out the rest of the form. For detailed information on the fields, refer"
|
|
" to the :doc:`employees/new_employee` documentation. When done, click "
|
|
":guilabel:`Save`. The employee record is now saved in the *Employees* app."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:3
|
|
msgid "Job positions"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:5
|
|
msgid ""
|
|
"In the default :menuselection:`Recruitment` dashboard view, all job "
|
|
"positions are shown, regardless of status. Current published positions with "
|
|
"active applicants are shown, as well as job positions that have been created"
|
|
" but have not yet been published."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:9
|
|
msgid ""
|
|
"Each job position is shown in an individual kanban card. If the job position"
|
|
" is active and candidates can apply, then a :guilabel:`Published` banner "
|
|
"will appear in the top-right corner of the card."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:13
|
|
msgid ""
|
|
"View submitted applications by clicking anywhere on a job position card."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst-1
|
|
msgid "Main dashboard view of Recruitment showing all job positions."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:20
|
|
msgid "Create a new job position"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:22
|
|
msgid ""
|
|
"Create a new job position from the main Recruitment dashboard by clicking "
|
|
"the :guilabel:`New` button in the top-left corner."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:25
|
|
msgid ""
|
|
"Then, a :guilabel:`Create a Job Position` pop-up window will appear. From "
|
|
"here, enter the name of the position (such as `Sales Manager`, `Mechanical "
|
|
"Engineer`, etc.). When complete, click the :guilabel:`Create` button to save"
|
|
" the entry, or the :guilabel:`Discard` button to delete it."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst-1
|
|
msgid "Create a new job position."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:33
|
|
msgid ""
|
|
"Once the job position has been created, it will appear as a card in the "
|
|
"kanban view on the main :guilabel:`Recruitment` dashboard."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:37
|
|
msgid "Edit a new job position"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:39
|
|
msgid ""
|
|
"After the job position is created, it's time to enter the details for the "
|
|
"position. Click on the :guilabel:`⋮ (three dots)` icon in the upper-right "
|
|
"corner of the relevant card to reveal several options, and then click "
|
|
":guilabel:`Configuration` to edit the details."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst-1
|
|
msgid "Edit the job position card."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:47
|
|
msgid ""
|
|
"Enter the job description in the :guilabel:`Job Summary` tab. This "
|
|
"information is what is visible to potential applicants when searching for "
|
|
"available jobs."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:53
|
|
msgid ""
|
|
"All the basic information about the job position is listed under the "
|
|
":guilabel:`Recruitment` tab. None of the fields are required, but it is a "
|
|
"good idea to provide at least a few details, such as where the job is "
|
|
"located."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:57
|
|
msgid "The fields can be filled out as follows:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:59
|
|
msgid ""
|
|
":guilabel:`Department`: select the relevant department for the job position."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:60
|
|
msgid ":guilabel:`Job Location`: select the physical address for the job."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:61
|
|
msgid ""
|
|
":guilabel:`Employment Type`: select what type of position the job is, such "
|
|
"as :guilabel:`Full-Time`, :guilabel:`Part-Time`, etc."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:63
|
|
msgid ":guilabel:`Company`: select the company the job is for."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:64
|
|
msgid ""
|
|
":guilabel:`Target`: enter the number of employees to be hired for this "
|
|
"position."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:65
|
|
msgid ""
|
|
":guilabel:`Is Published`: activate this option to publish the job online."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:66
|
|
msgid ""
|
|
":guilabel:`Website`: select the website where the job will be published."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:67
|
|
msgid ""
|
|
":guilabel:`Recruiter`: select the person who will be doing the recruiting "
|
|
"for this role."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:68
|
|
msgid ""
|
|
":guilabel:`Interviewers`: select who should perform the interview(s). "
|
|
"Multiple people can be selected."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:70
|
|
msgid ""
|
|
":guilabel:`Interview Form`: select an :ref:`Interview form <interview>` that"
|
|
" applicants will fill out prior to their interview."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:72
|
|
msgid ""
|
|
":guilabel:`Contract Template`: select a contract template that will be used "
|
|
"when offering the job to a candidate."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:74
|
|
msgid ""
|
|
":guilabel:`Process Details` section: this section contains information that "
|
|
"is displayed online for the job position. This informs the applicants of the"
|
|
" timeline and steps for the recruitment process, so they know when to expect"
|
|
" a reply."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:78
|
|
msgid ""
|
|
":guilabel:`Time to Answer`: enter the number of days before the applicant is"
|
|
" contacted."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:79
|
|
msgid ""
|
|
":guilabel:`Process`: enter the various stages the candidate will go through "
|
|
"during the recruitment process."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:81
|
|
msgid ""
|
|
":guilabel:`Days to get an Offer`: enter the number of days before the "
|
|
"applicant should expect an offer after the recruitment process has ended."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:85
|
|
msgid ""
|
|
"The :guilabel:`Process Details` section is a text field. All answers are "
|
|
"typed in rather than selected from a drop-down menu. The text is displayed "
|
|
"on the website exactly as it appears in this tab."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst-1
|
|
msgid "Enter job information details in the recruitment tab."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:96
|
|
msgid "Create interview form"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:98
|
|
msgid ""
|
|
"An *Interview Form* is used to determine if a candidate is a good fit for a "
|
|
"job position. Interview forms can be as specific or general as desired, and "
|
|
"can take the form of a certification, an exam, or a general questionnaire. "
|
|
"Interview forms are determined by the recruitment team."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:102
|
|
msgid ""
|
|
"All interview forms must be created, there are no pre-configured forms in "
|
|
"Odoo. To create an interview form, start from the recruitment tab of the "
|
|
":guilabel:`Job Position` form. In the :guilabel:`Interview Form` field, "
|
|
"enter a name for the new interview form. As the name is typed, several "
|
|
"options populate beneath the entry, :guilabel:`Create (interview form "
|
|
"name)`, :guilabel:`View all`, and :guilabel:`Create and edit...`. Click "
|
|
":guilabel:`Create and edit...`. and a :guilabel:`Create Interview Form` pop-"
|
|
"up window appears."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:110
|
|
msgid ""
|
|
"The option :guilabel:`View all` only appears if there are any interview "
|
|
"forms already created. If no interview forms exist, the only options "
|
|
"available are :guilabel:`Create (interview form name)`, and "
|
|
":guilabel:`Create and edit...`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:114
|
|
msgid ""
|
|
"First, enter a name for the form in the :guilabel:`Name` field. This should "
|
|
"be indicative of when the form should be used. For example, is the form "
|
|
"specific to a job position, or is it a general form that can be used for all"
|
|
" recruitment scenarios?"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:118
|
|
msgid ""
|
|
"Next, select what kind of interview form is being created. The default is "
|
|
":guilabel:`Custom`, which is pre-selected. The various options are "
|
|
":guilabel:`Survey`, :guilabel:`Live session`, :guilabel:`Assessment`, "
|
|
":guilabel:`Custom`, and :guilabel:`Appraisal`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:122
|
|
msgid ""
|
|
"Then select the person responsible for the form from the drop-down menu for "
|
|
"the :guilabel:`Responsible` field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:125
|
|
msgid ""
|
|
"If desired, an image can be added to the interview form. Mouse over the "
|
|
"camera icon on the far right and a :guilabel:`✏️ (pencil)` icon appears. "
|
|
"Click the :guilabel:`✏️ (pencil)` icon and a file explorer window appears. "
|
|
"Navigate to the desired image file, then click :guilabel:`Open` to select "
|
|
"it."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst-1
|
|
msgid ""
|
|
"The top portion of the new interview form with everything filled out and "
|
|
"selected."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:135
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:351
|
|
msgid "Questions"
|
|
msgstr "Vragen"
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:137
|
|
msgid ""
|
|
"In the :guilabel:`Questions` tab, click on :guilabel:`Add a section` to add "
|
|
"a section to the form. A line appears, and a section heading can be entered."
|
|
" When complete, click off the line, or press enter to lock in the new "
|
|
"section on the form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:141
|
|
msgid ""
|
|
"Next, click :guilabel:`Add a question` to add a question to the section. A "
|
|
":guilabel:`Create Sections and Questions` pop-up window appears where the "
|
|
"question details are entered. Type out the question in the top line."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:145
|
|
msgid "There are several :guilabel:`Question Types` to choose from:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:147
|
|
msgid ""
|
|
":guilabel:`Multiple choice: only one answer`: a multiple choice question "
|
|
"that only allows the candidate to select one answer"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:149
|
|
msgid ""
|
|
":guilabel:`Multiple choice: multiple answers allowed`: a multiple choice "
|
|
"question that allows the candidate to select multiple answers"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:151
|
|
msgid ""
|
|
":guilabel:`Multiple Lines Text Box`: allows the applicant to enter several "
|
|
"lines of text"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:152
|
|
msgid ""
|
|
":guilabel:`Single Line Text Box`: limits the applicant to only a single line"
|
|
" of text"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:153
|
|
msgid ":guilabel:`Numerical Value`: only allows a number to be entered"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:154
|
|
msgid ":guilabel:`Date`: a calendar module is presented to select a date"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:155
|
|
msgid ""
|
|
":guilabel:`Datetime`: a calendar module and a clock icon is presented to "
|
|
"select a date and time"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:156
|
|
msgid ""
|
|
":guilabel:`Matrix`: a customizable table that allows the candidate to choose"
|
|
" an answer for each row"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:159
|
|
msgid ""
|
|
"After selecting a question type, a sample question appears in gray. This "
|
|
"represents how the question will be displayed to applicants."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst-1
|
|
msgid "Add a new question to the interview form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:166
|
|
msgid ""
|
|
"Questions and sections can be reorganized. Move them by clicking and "
|
|
"dragging individual section headings or question lines to their desired "
|
|
"position(s)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:169
|
|
msgid ""
|
|
"Sections are indicated by a gray background, while questions have a white "
|
|
"background."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst-1
|
|
msgid "A sample of categories and questions for a candidate."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:176
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:269
|
|
msgid "Answers"
|
|
msgstr "Antwoorden"
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:178
|
|
msgid ""
|
|
"If :guilabel:`Multiple choice: only one answer`, :guilabel:`Multiple choice:"
|
|
" multiple answers allowed`, :guilabel:`Single Line Text Box`, or "
|
|
":guilabel:`Matrix` is selected for the :guilabel:`Question Type`, an "
|
|
":guilabel:`Answers` tab appears beneath the question. If another question "
|
|
"type is selected, the :guilabel:`Answers` tab remains hidden from view."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:185
|
|
msgid "Multiple choice"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:187
|
|
msgid ""
|
|
"For both the :guilabel:`Multiple choice: only one answer` and "
|
|
":guilabel:`Multiple choice: multiple answers allowed` question type, the "
|
|
"answers are populated in the same way."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:190
|
|
msgid ""
|
|
"First, in the :guilabel:`Answers` tab, click :guilabel:`Add a line`. A line "
|
|
"appears, and an answer can be entered. After typing in the answer, click off"
|
|
" the line, or press enter to lock in the new answer on the form and have "
|
|
"another answer line appear."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:194
|
|
msgid ""
|
|
"If desired, an image can be attached to the answer. Click on a line to "
|
|
"select it, and an :guilabel:`Upload your file` button appears on the right "
|
|
"side. Click the :guilabel:`Upload your file` button and a file explorer "
|
|
"window appears. Navigate to the image file, select it, then click "
|
|
":guilabel:`Open` to select it."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:199
|
|
msgid ""
|
|
"Repeat this for all the answers to be added for the multiple choice "
|
|
"question. The answers can be rearranged in any order. To move an answer, "
|
|
"click on the six small squares on the far left of each answer line, and drag"
|
|
" the answer to the desired position. The order the answers appear in the "
|
|
"form is the order the answers will appear online."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:204
|
|
msgid ""
|
|
"To delete a line, click on the :guilabel:`🗑️ (trash can)` icon on the far "
|
|
"right side of the answer line."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:0
|
|
msgid ""
|
|
"Answers to a multiple choice question, where each line has a different "
|
|
"answer listed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:211
|
|
msgid "Single Line Text Box"
|
|
msgstr "Tekstvak met één regel"
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:213
|
|
msgid ""
|
|
"If the :guilabel:`Single Line Text Box` question type is selected, only two "
|
|
"checkboxes appear in the :guilabel:`Answers` tab:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:216
|
|
msgid ""
|
|
":guilabel:`Input must be an email`: activate this option if the answer must "
|
|
"be in the format of an email address."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:219
|
|
msgid ""
|
|
":guilabel:`Save as user email?`: this option appears if :guilabel:`Input "
|
|
"must be an email` is selected. This saves the email entered on the form as "
|
|
"the user's email, and will be used anytime Odoo contacts the user via email."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:223
|
|
msgid ""
|
|
":guilabel:`Save as user nickname?`: activate this option to populate the "
|
|
"answer as the user's nickname. This is stored and used anywhere Odoo uses a "
|
|
"nickname."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:0
|
|
msgid ""
|
|
"The three possible checkboxes that can appear if a single line of text is selected\n"
|
|
"for the question type."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:231
|
|
msgid "Matrix"
|
|
msgstr "Matrix"
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:233
|
|
msgid ""
|
|
"Sometimes, a question is asked that does not fit a standard answer format, "
|
|
"and is best suited for a matrix. For example, asking an applicant what is "
|
|
"their availability to work compared to the various shifts is a perfect "
|
|
"question for a matrix format. In this example, an applicant can click on all"
|
|
" the shifts they are available to work."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:238
|
|
msgid ""
|
|
"For a :guilabel:`Matrix` question type, there are two sets of data that need"
|
|
" to be input. The rows and columns must both be configured. The columns are "
|
|
"represented by the :guilabel:`Choices` section, while the rows are "
|
|
"configured in the :guilabel:`Rows` section."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:242
|
|
msgid ""
|
|
"The method for populating both sections is the same. In the "
|
|
":guilabel:`Answers` tab, click :guilabel:`Add a line` in either the "
|
|
":guilabel:`Choices` or :guilabel:`Row` section. A line appears, and an "
|
|
"answer can be entered. After typing in the answer, click off the line, or "
|
|
"press enter to lock in the new answer on the form and have another answer "
|
|
"line appear. Repeat this for all answers for both the :guilabel:`Choices` "
|
|
"and :guilabel:`Rows` sections."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:251
|
|
msgid ""
|
|
"This is an example matrix that asks an applicant what shifts they are "
|
|
"available to work on Saturdays and Sundays, either morning, afternoon, or "
|
|
"evening."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:255
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:440
|
|
msgid "Description"
|
|
msgstr "Omschrijving"
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:257
|
|
msgid ""
|
|
"Enter any information that may be helpful to an applicant. This description "
|
|
"will appear for this specific question only, and therefore should be "
|
|
"question-specific and not generalized."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:261
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:345
|
|
msgid "Options"
|
|
msgstr "Opties"
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:263
|
|
msgid ""
|
|
"To view the options that are available to set for a question, click on the "
|
|
":guilabel:`Options` tab. The :guilabel:`Layout`, :guilabel:`Constraints`, "
|
|
"and :guilabel:`Live Sessions` sections are universal for all "
|
|
":guilabel:`Question Types`, while the :guilabel:`Answers` tab is specific to"
|
|
" the :guilabel:`Question Type` selected, and changes based on the selection."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:271
|
|
msgid ""
|
|
":guilabel:`Multiple choice: only one answer` and :guilabel:`Multiple choice:"
|
|
" multiple answers allowed`: a :guilabel:`Show Comments Field` option "
|
|
"appears. Activate the option to allow the applicant to answer the question "
|
|
"by typing in an answer (or comment). A :guilabel:`Comment Message` and "
|
|
":guilabel:`Comment is an answer` field appear if activated. Enter the text "
|
|
"to appear in the :guilabel:`Comment Message` field. This should be helpful "
|
|
"to the applicant, such as `If other, please specify`. Last, if the comment "
|
|
"should be logged as the applicant's answer, activate the box."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:278
|
|
msgid ""
|
|
":guilabel:`Multiple Lines Text Box`: a :guilabel:`Placeholder` field "
|
|
"appears. Enter any text that should appear with the question to help clarify"
|
|
" how the applicant should answer."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:280
|
|
msgid ""
|
|
":guilabel:`Single Line Text Box` and :guilabel:`Numerical Value`: a "
|
|
":guilabel:`Validate entry` option appears. Activate this option if what the "
|
|
"applicant enters must be a numerical value, *and* needs to be verified. The "
|
|
"answer can *only* be verified if it is a numerical entry. When activated, "
|
|
"several other options appear. Enter the values for the :guilabel:`Min/Max "
|
|
"Limits` in the two fields. Next, enter the text that appears when the answer"
|
|
" given does not fit within the designated minimum and maximum parameters. "
|
|
"Last, enter any text in the :guilabel:`Placeholder` field to provide any "
|
|
"additional information or directions to assist the applicant."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:287
|
|
msgid ""
|
|
":guilabel:`Date` and :guilabel:`Datetime`: a :guilabel:`Validate entry` "
|
|
"option appears. Activate this option if the applicant's answer needs to be "
|
|
"verified. When activated, several other options appear. Enter the date "
|
|
"ranges for the :guilabel:`Min/Max Limits` in the two fields. Click on a "
|
|
"field, either the :guilabel:`minimum` or :guilabel:`maximum`, and a calendar"
|
|
" appears. Select the dates for the corresponding fields. Next, enter the "
|
|
"text that appears when the answer given does not fit within the designated "
|
|
"minimum and maximum dates. Last, enter any text in the "
|
|
":guilabel:`Placeholder` field to provide any additional information or "
|
|
"directions to assist the applicant."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:295
|
|
msgid ""
|
|
":guilabel:`Matrix`: the first option that appears is :guilabel:`Matrix "
|
|
"Type`. Select either :guilabel:`One choice per row` or :guilabel:`Multiple "
|
|
"choices per row` using the drop-down menu. The next option is "
|
|
":guilabel:`Show Comments Field`. Activate the option if there should be a "
|
|
"comment displayed to the applicant. If activated, a :guilabel:`Comment "
|
|
"Message` and :guilabel:`Comment is an answer` field appear. Enter the text "
|
|
"to appear in the :guilabel:`Comment Message` field. This should be an "
|
|
"instruction helpful to the applicant, such as `If other, please specify`. "
|
|
"Last, if the comment should be logged as the applicant's answer, activate "
|
|
"the box."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:304
|
|
msgid "Constraints"
|
|
msgstr "Beperkingen"
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:306
|
|
msgid ""
|
|
"If the question is required to be answered by the applicant, activate the "
|
|
"box next to :guilabel:`Mandatory Answer`. An :guilabel:`Error message` field"
|
|
" appears, with some example text in gray (*This question requires an "
|
|
"answer*). Enter the message that should appear if the applicant attempts to "
|
|
"move on to the next question without answering this required one. The text "
|
|
"should explain that the question must be answered."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:313
|
|
msgid "Layout"
|
|
msgstr "Layout"
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:315
|
|
msgid ""
|
|
"If the question should only appear if a previous question is answered in a "
|
|
"specific way, activate the :guilabel:`Conditional Display` option. A new "
|
|
":guilabel:`Triggering Question` field appears. Using the drop-down menu, "
|
|
"select the previous question this new question is linked to. Once a previous"
|
|
" question is selected, a :guilabel:`Triggering Answer` field appears. Select"
|
|
" the answer that must be selected in order for the new question to appear."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:322
|
|
msgid ""
|
|
"To further illustrate a triggering question, the following is an example "
|
|
"that is applicable to recruitment. The question, `Do you have experience "
|
|
"with managing a sales team?` is already added. A new question is then added,"
|
|
" `How many years of experience?`. This question should *only* appear if the "
|
|
"applicant selected `Yes` to the question `Do you have prior experience "
|
|
"managing a sales team?`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:328
|
|
msgid ""
|
|
"To properly configure this example, activate the :guilabel:`Conditional "
|
|
"Display` option. Then, select `Do you have experience with managing a sales "
|
|
"team?` as the :guilabel:`Triggering Question`. Then, select :guilabel:`Yes` "
|
|
"for the triggering answer."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:0
|
|
msgid "The layout field when properly configured for a conditional question."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:338
|
|
msgid "Live Sessions"
|
|
msgstr "Live sessie"
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:340
|
|
msgid ""
|
|
"If the question is for a live session, activate the :guilabel:`Question Time"
|
|
" Limit` option. A :guilabel:`seconds` field appears. Enter the amount of "
|
|
"time allotted for the applicant to enter the answer, in seconds."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:347
|
|
msgid ""
|
|
"Next, configure the various options for the interview form. Click the "
|
|
":guilabel:`Options` tab to view all the options to configure, by category."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:353
|
|
msgid ":guilabel:`Pagination`: choose how the questions should be displayed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:355
|
|
msgid ""
|
|
":guilabel:`One page per question`: display a single question on each page."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:356
|
|
msgid ""
|
|
":guilabel:`One page per section`: display each section with the "
|
|
"corresponding questions on an individual page."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:358
|
|
msgid ""
|
|
":guilabel:`One page with all the questions`: display all sections and "
|
|
"questions at the same time."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:362
|
|
msgid ""
|
|
":guilabel:`Display Progress as`: choose how to display the percentage of "
|
|
"questions remaining to answer. This option only appears if either "
|
|
":guilabel:`One page per question` or :guilabel:`One page per section` is "
|
|
"selected for :guilabel:`Pagination`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:366
|
|
msgid ""
|
|
":guilabel:`Percentage left`: display the remaining amount in a percentage "
|
|
"(%)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:367
|
|
msgid ":guilabel:`Number`: display the remaining amount in a numerical value."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:370
|
|
msgid ":guilabel:`Question Selection`: choose which questions are presented."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:372
|
|
msgid ""
|
|
":guilabel:`All questions`: display the entire form, with all questions form "
|
|
"all sections."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:373
|
|
msgid ""
|
|
":guilabel:`Randomized per Section`: display only a random selection of "
|
|
"questions from each section."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:377
|
|
msgid ""
|
|
":guilabel:`Back Button`: activate this option if the applicant is able to "
|
|
"click a back button to go back to previous questions."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:381
|
|
msgid ""
|
|
"Although it is a selectable option, the :guilabel:`Randomized per section` "
|
|
"option should only be used if receiving partial information/an incomplete "
|
|
"survey from every applicant is acceptable to the business."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:386
|
|
msgid "Time & Scoring"
|
|
msgstr "Tijd & Score"
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:388
|
|
msgid ""
|
|
":guilabel:`Survey Time Limit`: activate this option to limit the time "
|
|
"allowed to complete the form. When selected, a field to enter the minutes "
|
|
"appears next to the checked box. Enter the time (using an XX:XX "
|
|
"minute/second format) in the field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:391
|
|
msgid ":guilabel:`Scoring`: choose how the questions should be scored."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:393
|
|
msgid ":guilabel:`No scoring`: select this option to not score the form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:394
|
|
msgid ""
|
|
":guilabel:`Scoring with answers at the end`: select this option to score the"
|
|
" form and display the correct answers for the candidate when they are "
|
|
"finished with the form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:396
|
|
msgid ""
|
|
":guilabel:`Scoring without answers at the end`: select this option to score "
|
|
"the form but not display the answers to the candidate."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:399
|
|
msgid ""
|
|
":guilabel:`Required Score (%)`: this option appears if one of the scoring "
|
|
"options was selected. Enter the percentage the candidate needs to pass the "
|
|
"exam (example, 80.00%). The entry should be written in an “XX.XX” format."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:403
|
|
msgid ""
|
|
":guilabel:`Is a Certification`: activate this option if the form is a "
|
|
"certification exam. When activated, a drop-down menu appears next to the "
|
|
"checkbox. Select one of the default formats for the PDF certificate that "
|
|
"will be sent to the candidate after completing the certification exam. Click"
|
|
" the :guilabel:`Preview` button to view an example of the PDF certificate."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:407
|
|
msgid ""
|
|
":guilabel:`Certified Email Template`: if the :guilabel:`Is a Certification` "
|
|
"box is activated, a :guilabel:`Certified Email Template` appears. Select the"
|
|
" email template from the drop-down menu that is to be used when the "
|
|
"applicant passes the test. Click the :guilabel:`External Link` icon to the "
|
|
"right of the email template to preview the email."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:413
|
|
msgid "Participants"
|
|
msgstr "Deelnemers"
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:415
|
|
msgid ""
|
|
":guilabel:`Access Mode`: specify who can access the exam. Either "
|
|
":guilabel:`Anyone with the link` or :guilabel:`Invited people only`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:417
|
|
msgid ""
|
|
":guilabel:`Require Login`: activate this option to require candidates to log"
|
|
" in before taking the exam, whether they have a valid token or not."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:419
|
|
msgid ""
|
|
":guilabel:`Limit Attempts`: if there is a limit to how many times the exam "
|
|
"can be taken, activate this box, then enter the maximum attempt number in "
|
|
"the field next to it."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:423
|
|
msgid "Live Session"
|
|
msgstr "Live sessie"
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:425
|
|
msgid ""
|
|
":guilabel:`Session Code`: enter the access code that will allow the viewers "
|
|
"into the live exam session."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:427
|
|
msgid ""
|
|
":guilabel:`Session Link`: the link appears in a box next to the "
|
|
":guilabel:`Session Link` option. Click the :guilabel:`Copy` button to copy "
|
|
"the link."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:429
|
|
msgid ""
|
|
":guilabel:`Reward quick answers`: if the exam is to be taken live, activate "
|
|
"this option to award more points to participants who answer quickly."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:432
|
|
msgid ""
|
|
"After all fields have been entered, click the :guilabel:`Save` button to "
|
|
"save the changes, or click :guilabel:`Discard` to delete the changes."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst-1
|
|
msgid "Various options to configure for the interview form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:442
|
|
msgid ""
|
|
"When the applicant begins the survey, the text entered in this tab appears "
|
|
"at the top of the survey page. Enter any information or descriptions that "
|
|
"would be helpful to the applicant."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:446
|
|
msgid "End Message"
|
|
msgstr "Einde bericht"
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:448
|
|
msgid ""
|
|
"After the survey is complete, the message entered in this tab is displayed "
|
|
"for the applicant."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:5
|
|
msgid "Referrals"
|
|
msgstr "Verwijzingen"
|
|
|
|
#: ../../content/applications/hr/referrals.rst:7
|
|
msgid ""
|
|
"Odoo's *Referrals* application is a centralized place where all information "
|
|
"regarding referrals is housed, from points earned, coworkers hired, and "
|
|
"rewards selected. Users can recommend people they know for job positions, "
|
|
"then earn referral points as those people progress through the recruitment "
|
|
"pipeline. Once enough referral points are earned, they can be exchanged for "
|
|
"prizes. The Referrals application integrates with the *Employees*, "
|
|
"*Recruitment*, and *Website* applications, all of which must be installed in"
|
|
" order for the *Referrals* application to function."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:14
|
|
msgid ""
|
|
"The only configuration needed for the Referrals application after it is "
|
|
"installed are the :ref:`rewards <referrals/rewards>`; everything else is "
|
|
"pre-configured when Odoo Referrals is installed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:18
|
|
msgid ""
|
|
"Any user with either :guilabel:`Referral User`, :guilabel:`Officer`, or "
|
|
":guilabel:`Administrator` rights for the Recruitment application has access "
|
|
"to the Referrals application. Only user's with :guilabel:`Administrator` "
|
|
"rights for the Recruitment application have access to the :ref:`reporting "
|
|
"<referrals/reporting>` and configurations menus. For more information on "
|
|
"users and access rights, refer to these documents: :doc:`../general/users` "
|
|
"and :doc:`../general/users/access_rights`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:25
|
|
msgid "Onboarding"
|
|
msgstr "Onboarding"
|
|
|
|
#: ../../content/applications/hr/referrals.rst:27
|
|
msgid ""
|
|
"When opening the *Referrals* application for the first time, a pre-"
|
|
"configured onboarding script appears. This is in the form of four slides, "
|
|
"each explaining the different parts of the Referrals application. At the top"
|
|
" of the dashboard, the following message is displayed throughout all the "
|
|
"onboarding slides: :guilabel:`GATHER YOUR TEAM! Job Referral Program`. "
|
|
"Behind this main message is an image, and beneath it some more explanatory "
|
|
"text."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:33
|
|
msgid ""
|
|
"Each of the onboarding slides has a corresponding image and message that is "
|
|
"displayed. After reading each message, click the :guilabel:`Next` button to "
|
|
"advance to the next slide."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:36
|
|
msgid "The text that appears on each slide is as follows:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:38
|
|
msgid ""
|
|
":guilabel:`Oh no! Villains are lurking the city! Help us recruit a team of "
|
|
"superheroes to save the day!`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:40
|
|
msgid ""
|
|
":guilabel:`Browse through open job positions, promote them on social media, "
|
|
"or refer friends.`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:41
|
|
msgid ""
|
|
":guilabel:`Collect points and exchange them for awesome gifts in the shop.`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:42
|
|
msgid ""
|
|
":guilabel:`Compete against your colleagues to build the best justice "
|
|
"league!`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:45
|
|
msgid ""
|
|
"The onboarding slides will appear every time the Referrals application is "
|
|
"opened, until all the slides have been viewed and the :guilabel:`Start Now` "
|
|
"button has been clicked. If the onboarding is exited at any point, or if the"
|
|
" :guilabel:`Start Now` button has *not* been clicked, the onboarding slides "
|
|
"will begin again when the Referrals application is opened. Once the "
|
|
":guilabel:`Start Now` button has been clicked, the onboarding slides will "
|
|
"not be seen again, and the main dashboard will load when the Referrals "
|
|
"application is opened from that point on."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:52
|
|
msgid ""
|
|
"At any point during onboarding, the :guilabel:`Skip` button may be clicked. "
|
|
"This exits the onboarding, and the main Referrals dashboard loads. If "
|
|
":guilabel:`Skip` is clicked, onboarding slides will not load anymore when "
|
|
"opening the Referrals application."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst-1
|
|
msgid ""
|
|
"An onboarding slide with the skip and next buttons visible at the bottom."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:61
|
|
msgid ""
|
|
"If there are any candidates hired that the user had referred prior to "
|
|
"opening the Referrals app (meaning the onboarding slides have not appeared "
|
|
"before), when :guilabel:`Start Now` is clicked at the end of onboarding, "
|
|
"instead of going to the main dashboard, a :ref:`hired <referrals/hired>` "
|
|
"screen appears instead."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:67
|
|
msgid "Modifying onboarding slides"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:69
|
|
msgid ""
|
|
"Onboarding slides can be modified if desired. Only users with "
|
|
":guilabel:`Administrator` rights for the Recruitment application can modify "
|
|
"onboarding slides. To edit a slide, navigate to :menuselection:`Referrals "
|
|
"app --> Configuration --> Onboarding.` Each line displays the text for the "
|
|
"individual onboarding slide. To edit an onboarding slide, click on an "
|
|
"individual slide line to open the slide's onboarding form, then click "
|
|
":guilabel:`Edit`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:75
|
|
msgid ""
|
|
"Make any changes to the message in the :guilabel:`Text` box. To change the "
|
|
"order the slide appear in the onboarding, the :guilabel:`Sequence` can be "
|
|
"modified. Type in the corresponding number to indicate the order in which "
|
|
"the slides should be displayed. A :guilabel:`Company` may be selected, "
|
|
"however, if this field is populated, that slide will only be displayed for "
|
|
"that particular company."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:80
|
|
msgid ""
|
|
"The image can be modified as well. Hover over the image thumbnail in the top"
|
|
" right corner of the form. A :guilabel:`✏️ (pencil)` icon and :guilabel:`🗑️ "
|
|
"(garbage can)` icon appear. Click the :guilabel:`✏️ (pencil)` icon to change"
|
|
" the image. A file navigator window loads. Navigate to the desired image, "
|
|
"select it, then click :guilabel:`Open`. The new image appears in the "
|
|
"thumbnail. To delete an image, click the :guilabel:`🗑️ (garbage can)` icon, "
|
|
"then select a new image using the :guilabel:`✏️ (pencil)` icon."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:87
|
|
msgid ""
|
|
"To save any changes, click :guilabel:`Save`, or click :guilabel:`Discard` to"
|
|
" delete any changes and revert to the original content."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst-1
|
|
msgid "An onboarding slide in edit mode, with the main fields highlighted."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:94
|
|
msgid ""
|
|
"The order of the slides can also be changed directly in the Onboarding "
|
|
"dashboard, without having to edit an individual onboarding slide. Click the "
|
|
"up and down arrow symbol that appears after the checkbox and before the "
|
|
"slide text, and drag the slide to the desired position. The "
|
|
":guilabel:`Sequence` automatically changes on all the slide's onboarding "
|
|
"forms, reflecting the new sequence."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst-1
|
|
msgid ""
|
|
"The onboarding slides in a list, with the drag and drop arrows highlighted."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:107
|
|
msgid "Hired referrals"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:109
|
|
msgid ""
|
|
"When a candidate that has been referred by a user is hired, the user \"grows"
|
|
" their superhero team\" and adds superhero avatars to their Referrals "
|
|
"dashboard."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:112
|
|
msgid ""
|
|
"After a referral has been hired, when the user next opens the Referrals app,"
|
|
" instead of the main dashboard, a hired page loads. The text "
|
|
":guilabel:`(Referral Name) has been hired! Choose an avatar for your new "
|
|
"friend!` appears."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:116
|
|
msgid ""
|
|
"Below this message are five avatar thumbnails to choose from. If an avatar "
|
|
"has already been assigned to a referral, the thumbnail is greyed out, and "
|
|
"the name the avatar has been chosen for appears beneath the avatar. Click on"
|
|
" an available avatar to select it."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:120
|
|
msgid ""
|
|
"If more than one referral was hired since opening the Referrals application,"
|
|
" after selecting the first avatar, the user is prompted to select another "
|
|
"avatar for the subsequent hired referral. Once all avatars have been "
|
|
"selected, the dashboard loads and all the avatars are now visible. Mouse "
|
|
"over each avatar and their name is displayed above them."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst-1
|
|
msgid ""
|
|
"The hired screen. A selection of avatars are presented to chose from, with any already\n"
|
|
"chosen are greyed out."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:131
|
|
msgid "Modify friends"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:133
|
|
msgid ""
|
|
"Friend avatars are able to be modified in the same manner that :ref:`levels "
|
|
"<referrals/levels>` are modified. Only users with :guilabel:`Administrator` "
|
|
"rights for the Recruitment application can make modifications to friends. "
|
|
"The pre-configured friends can be seen and modified by navigating to "
|
|
":menuselection:`Referrals app --> Configuration --> Friends`. Each friend "
|
|
"avatar appears in the :guilabel:`Dashboard Image` column, and the "
|
|
"corresponding name appears in the :guilabel:`Friend Name` column. The "
|
|
"default images are a motley group of hero characters, ranging from robots to"
|
|
" dogs."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:140
|
|
msgid ""
|
|
"To modify a friend's dashboard image, thumbnail, name, or position, click on"
|
|
" an individual friend to open the referral friend form. Click "
|
|
":guilabel:`Edit` to make modifications. Type the name in the "
|
|
":guilabel:`Friend Name` field. The name is solely to differentiate the "
|
|
"friends in the configuration menu; the friend's name is not visible anywhere"
|
|
" else in the Referrals application."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:145
|
|
msgid ""
|
|
"The :guilabel:`Position` can be set to either :guilabel:`Front` or "
|
|
":guilabel:`Back`. This determines the position of the friend in relation to "
|
|
"the user's super hero avatar. Click the radio button next to the desired "
|
|
"selection, and the friend will appear either in front of or behind the "
|
|
"user's avatar when activated."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:150
|
|
msgid ""
|
|
"If desired, both the thumbnail :guilabel:`Image` and the "
|
|
":guilabel:`Dashboard Image` can be modified. Hover over the image being "
|
|
"replaced to reveal a :guilabel:`✏️ (pencil)` icon and :guilabel:`🗑️ (garbage"
|
|
" can)` icon. Click the :guilabel:`✏️ (pencil)` icon and a file explorer "
|
|
"window appears. Navigate to the desired image file then click "
|
|
":guilabel:`Open` to select it."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:155
|
|
#: ../../content/applications/hr/referrals.rst:340
|
|
msgid ""
|
|
"Once all changes have been made, click the :guilabel:`Save` button to save "
|
|
"the changes, or click the :guilabel:`Discard` button to revert to the "
|
|
"original information."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst-1
|
|
msgid "A friend form in edit mode."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:163
|
|
#: ../../content/applications/hr/referrals.rst:348
|
|
msgid ""
|
|
"It is not advised to edit the images. An image file must have a transparent "
|
|
"background in order for it to render properly. Only users with knowledge "
|
|
"about transparent images should attempt adjusting any images in the "
|
|
"Referrals application."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:167
|
|
msgid ""
|
|
"Once an image is changed and the friend is saved, it is **not possible** to "
|
|
"revert to the original image. To revert to the original image, the Referrals"
|
|
" application must be *uninstalled then reinstalled.*"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:172
|
|
msgid "Referral points"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:174
|
|
msgid ""
|
|
"The referral program is based on earning points that are then exchanged for "
|
|
"rewards. On the main Referrals application dashboard, the top displays a "
|
|
"summary of the user's current points. The left side of the summary displays "
|
|
"the total points earned, and the right side displays the points that are "
|
|
"available to spend."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:179
|
|
msgid ""
|
|
"To see the various referrals and the points earned for each, click on one of"
|
|
" the buttons directly beneath the avatars. The options are "
|
|
":guilabel:`Referrals`, :guilabel:`Ongoing`, and :guilabel:`Successful`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:183
|
|
msgid ""
|
|
"The current number of referrals who are still active in the recruitment "
|
|
"pipeline, and have not yet been hired or refused, appear above the "
|
|
":guilabel:`Ongoing` button. The number of referrals who have been hired "
|
|
"appear above the :guilabel:`Successful` button. The total number of "
|
|
"referrals (both the ongoing and successful referrals combined) appear above "
|
|
"the :guilabel:`Referrals` button."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:189
|
|
msgid ""
|
|
"To view the referrals associated with each of the categories, "
|
|
":guilabel:`Referrals`, :guilabel:`Ongoing`, and :guilabel:`Successful`, "
|
|
"click on the corresponding button. All the referrals for that specific "
|
|
"category are displayed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:194
|
|
msgid "My referrals"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:196
|
|
msgid ""
|
|
"To see all the referrals (both ongoing and successful) click the "
|
|
":guilabel:`Referrals` button. A :guilabel:`My Referral` window loads. This "
|
|
"screen displays all the referrals, with each referral in its own referral "
|
|
"card."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:200
|
|
msgid ""
|
|
"A successful referral has a green line down the left side of the card, and "
|
|
"displays a :guilabel:`✓ Hired` image in the top right corner of the card. "
|
|
"Referrals that are in process display an :guilabel:`In Progress` image in "
|
|
"the top right corner."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:204
|
|
msgid ""
|
|
"Each referral card lists the name of the applicant, the department the job "
|
|
"position is in, the name of the job position, the person responsible for "
|
|
"filling the role (recruiter), and the points earned."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:208
|
|
msgid "Points"
|
|
msgstr "Punten"
|
|
|
|
#: ../../content/applications/hr/referrals.rst:210
|
|
msgid ""
|
|
"The points that can be earned for a referral are the same across all job "
|
|
"positions. Each stage of the recruitment process has corresponding points "
|
|
"assigned to it. The stages listed correspond to the stages configured in the"
|
|
" *Recruitment* application."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:214
|
|
msgid ""
|
|
"On each individual referral card, beneath the points earned is a bar chart "
|
|
"that displays how many points have been earned out of the total possible "
|
|
"points that can be earned if the applicant is hired."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:218
|
|
msgid ""
|
|
"Beneath the bar chart is a list of the various recruitment stages and the "
|
|
"points earned when the referral moves to that stage. If a stage has been "
|
|
"achieved and the points have been earned, a green check mark appears next to"
|
|
" the stage."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:223
|
|
msgid "The pre-configured point structure for referrals is as follows:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:225
|
|
msgid ":guilabel:`Initial Qualification`: 1 point"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:226
|
|
msgid ":guilabel:`First Interview`: 20 points"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:227
|
|
msgid ":guilabel:`Second Interview`: 9 points"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:228
|
|
msgid ":guilabel:`Contract Proposal`: 5 points"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:229
|
|
msgid ":guilabel:`Contract Signed`: 50 points"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:231
|
|
msgid ""
|
|
"The total points earned for a referral that is hired is 85 points. "
|
|
"Modifications of the points earned for each stage is done in the Recruitment"
|
|
" application. Refer to the :ref:`Recruitment <recruitment/modify-stages>` "
|
|
"documentation to modify the points for each stage."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:238
|
|
msgid "Rewards"
|
|
msgstr "Beloningen"
|
|
|
|
#: ../../content/applications/hr/referrals.rst:241
|
|
msgid "Create rewards"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:243
|
|
msgid ""
|
|
"The rewards are the only configurations needed when setting up the Referrals"
|
|
" application. Only users with :guilabel:`Administrator` rights for the "
|
|
"Recruitment application can create or modify rewards. To add rewards, "
|
|
"navigate to :menuselection:`Referrals app --> Configuration --> Rewards`. "
|
|
"Click :guilabel:`Create` and a reward form loads. Enter the following "
|
|
"information on the form:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:248
|
|
msgid ""
|
|
":guilabel:`Product Name`: Enter the name as it should appear for the reward."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:249
|
|
msgid ""
|
|
":guilabel:`Cost`: Enter the amount of points required to redeem the reward."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:250
|
|
msgid ""
|
|
":guilabel:`Company`: Using the drop-down menu, select the company the reward"
|
|
" will appear for. If a reward is to be used for several companies, each "
|
|
"company needs to have a record of the reward, with the company listed on the"
|
|
" form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:253
|
|
msgid ""
|
|
":guilabel:`Gift Responsible`: Select the person who will be responsible for "
|
|
"procuring and delivering the reward to the recipient, using the drop-down "
|
|
"menu. This person is alerted when the reward is purchased, so they know when"
|
|
" to deliver the reward to the recipient."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:256
|
|
msgid ""
|
|
":guilabel:`Description`: Type in the description for the reward. This will "
|
|
"be visible on the reward card, beneath the title."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:258
|
|
msgid ""
|
|
":guilabel:`Photo`: Add a photo of the reward, which appears on the rewards "
|
|
"page. Hover over the image square, and two icons appear, a :guilabel:`✏️ "
|
|
"(pencil)` and a :guilabel:`🗑️ (garbage can)`. Click the :guilabel:`✏️ "
|
|
"(pencil)` icon and a file explorer appears. Navigate to the photo file, then"
|
|
" click :guilabel:`Open` to select it."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:263
|
|
msgid ""
|
|
"The only required fields are the :guilabel:`Product Name`, "
|
|
":guilabel:`Company`, and :guilabel:`Description`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst-1
|
|
msgid "A filled out reward form with all details entered."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:271
|
|
msgid ""
|
|
"It is advised to enter a :guilabel:`Cost` and add a :guilabel:`Photo`. If a "
|
|
"cost is not entered, the default cost will be listed as zero, which would "
|
|
"list the reward as free in the reward shop. If a photo is not selected, a "
|
|
"placeholder icon will be displayed on the rewards page."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:276
|
|
msgid "Redeem rewards"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:278
|
|
msgid ""
|
|
"To redeem points for a reward, click the :guilabel:`Rewards` button on the "
|
|
"main Referrals dashboard. All the configured rewards are listed in "
|
|
"individual reward cards. The points required to purchase the reward is "
|
|
"listed in the top right corner of the card. If the user has enough points to"
|
|
" purchase a reward, a :guilabel:`🧺 (basket) Buy` button appears at the "
|
|
"bottom of the reward card. If they do not have enough points for a reward, "
|
|
"the reward card displays :guilabel:`You need another (x) points to buy this`"
|
|
" instead of a buy button."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:285
|
|
msgid ""
|
|
"Click the :guilabel:`🧺 (basket) Buy` button on a reward to purchase it. A "
|
|
"confirmation pop-up appears, asking if the user is sure they want to "
|
|
"purchase the reward. Click :guilabel:`OK` to purchase the item, or "
|
|
":guilabel:`Cancel` to close the window and cancel the purchase."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:289
|
|
msgid ""
|
|
"After :guilabel:`OK` is clicked, the pop-up window closes, and the points "
|
|
"used to purchase the reward are subtracted from the user's available points."
|
|
" The rewards presented are now updated to reflect the user's current "
|
|
"available points."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst-1
|
|
msgid ""
|
|
"Buy button appears below a mug and backpack reward, while the bicycle reward states how\n"
|
|
"many more reward points are needed to redeem."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:301
|
|
msgid "Levels"
|
|
msgstr "Niveaus"
|
|
|
|
#: ../../content/applications/hr/referrals.rst:303
|
|
msgid ""
|
|
"The referrals application has pre-configured levels that are reflected in "
|
|
"the user's avatar on the Referrals dashboard. As a user refers potential "
|
|
"employees and earns points, they can *level up*, much like in a video game."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:307
|
|
msgid ""
|
|
"Levels have no functional impact on the performance of the application. They"
|
|
" are solely used for the purpose of adding achievement tiers for "
|
|
"participants to aim for, gamifying referrals for the user."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:310
|
|
msgid ""
|
|
"The user's current level is displayed at the top of the main Referrals "
|
|
"application dashboard, directly beneath their photo, in a :guilabel:`Level: "
|
|
"X` format. In addition, a colored ring appears around the user's photo, "
|
|
"indicating how many points the user currently has, and how many additional "
|
|
"points they need to level up. The cyan colored portion of the ring "
|
|
"represents points earned, while the white colored portion represents the "
|
|
"points still needed before they can level up."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:317
|
|
msgid "Modify levels"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:319
|
|
msgid ""
|
|
"Only users with :guilabel:`Administrator` rights for the Recruitment "
|
|
"application can modify levels. The pre-configured levels can be seen and "
|
|
"modified by navigating to :menuselection:`Referrals app --> Configuration "
|
|
"--> Levels`. Each avatar appears in the :guilabel:`Image` column, and the "
|
|
"corresponding level number appears in the :guilabel:`Level Name` column. The"
|
|
" default images are of Odoo superheroes, and each level adds an additional "
|
|
"element to their avatar, such as capes and shields."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:326
|
|
msgid ""
|
|
"To modify a level's image, name, or points required to reach the level, "
|
|
"click on an individual level in the list to open the level form. Click "
|
|
":guilabel:`Edit` to make modifications."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:329
|
|
msgid ""
|
|
"Type in the name or number of the level in the :guilabel:`Level Name` field."
|
|
" What is entered is displayed beneath the user's photo on the main dashboard"
|
|
" when they reach that level. Enter the number of referral points needed to "
|
|
"reach that level in the :guilabel:`Requirements` field. The points needed to"
|
|
" level up are the total accumulated points earned over the lifetime of the "
|
|
"employee, not additional points from the previous level that must be earned."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:335
|
|
msgid ""
|
|
"If desired, the :guilabel:`Image` can also be modified. Hover over the image"
|
|
" to reveal a :guilabel:`✏️ (pencil)` icon and :guilabel:`🗑️ (garbage can)` "
|
|
"icon. Click the :guilabel:`✏️ (pencil)` icon and a file explorer window "
|
|
"appears. Navigate to the desired image file then click :guilabel:`Open` to "
|
|
"select it."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst-1
|
|
msgid "A level form in edit mode."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:352
|
|
msgid ""
|
|
"Once an image is changed and the level is saved, it is **not possible** to "
|
|
"revert to the original image. To revert to the original image, the Referrals"
|
|
" application must be *uninstalled then reinstalled.*"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:357
|
|
msgid "Level up"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:359
|
|
msgid ""
|
|
"Once enough points have been accumulated to level up, the circle around the "
|
|
"user's photo is completely filled in with a cyan color, a large image "
|
|
"stating :guilabel:`Level up!` appears above the photo, and the phrase "
|
|
":guilabel:`Click to level up!` appears beneath the user's photo and current "
|
|
"level."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:364
|
|
msgid ""
|
|
"Click on either the :guilabel:`LEVEL UP!` graphic, the user's photo, or the "
|
|
"text :guilabel:`Click to level up!` beneath the user's photo to level up the"
|
|
" user. The user's avatar changes to the current level, and the ring around "
|
|
"the photo is updated to indicate the current amount of points."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:368
|
|
msgid ""
|
|
"Leveling up does not cost the user any points, the user simply needs to earn"
|
|
" the specified amount of points required."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst-1
|
|
msgid ""
|
|
"A 'Click to level up!' appears beneath the user's image, and a large 'Level up!' appears\n"
|
|
"above their image."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:377
|
|
msgid ""
|
|
"Once a user has reached the highest configured level, they will continue to "
|
|
"accrue points that can be redeemed for rewards, but they are no longer able "
|
|
"to level up. The ring around their photo remains solid cyan."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:382
|
|
msgid "Alerts"
|
|
msgstr "Waarschuwingen"
|
|
|
|
#: ../../content/applications/hr/referrals.rst:384
|
|
msgid ""
|
|
"In the Referrals application, it is possible to post a message, also "
|
|
"referred to as an *alert*, at the top of the dashboard to share important "
|
|
"information with users. These alerts appear as a thin semi-transparent "
|
|
"banner, with the word :guilabel:`New!` appearing on the far left. The text "
|
|
"for the alert is in the center of the banner, and on the far right side is "
|
|
"an :guilabel:`X`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:389
|
|
msgid ""
|
|
"Alerts appear on the main dashboard for the specified time configured on the"
|
|
" individual alert. If a user does not wish to see a specific alert again, "
|
|
"click the :guilabel:`X` in the far right side of the alert. This removes the"
|
|
" alert from the dashboard and will not appear again, even when opening the "
|
|
"Referrals application for the first time in a new session."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst-1
|
|
msgid "Two alert banners appear above the user's photo."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:399
|
|
msgid "Create an alert"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:401
|
|
msgid ""
|
|
"Only users with :guilabel:`Administrator` rights for the Recruitment "
|
|
"application can create alerts. To add a new alert, navigate to the "
|
|
":menuselection:`Referrals application --> Configuration --> Alerts`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:405
|
|
msgid ""
|
|
"Click :guilabel:`Create` and a blank alert form loads. Enter the following "
|
|
"information on the form:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:407
|
|
msgid ""
|
|
":guilabel:`Date From`: The date the alert starts. On this date, the alert "
|
|
"will be visible on the dashboard."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:409
|
|
msgid ""
|
|
":guilabel:`Date To`: The date the alert ends. After this date, the alert "
|
|
"will be hidden from view."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:410
|
|
msgid ""
|
|
":guilabel:`Company`: The current company populates this field by default. To"
|
|
" modify the company the alert should be displayed for, select the company "
|
|
"from the drop-down menu. If this field remains blank, the alert is visible "
|
|
"to everyone with access to the Referrals application. If a company is "
|
|
"specified, only user's within that company (who also have access to the "
|
|
"Referrals application) will see the alert."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:415
|
|
msgid ""
|
|
":guilabel:`Alert`: Enter the text for the alert. This message appears inside"
|
|
" the alert banner on the main dashboard."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:417
|
|
msgid ""
|
|
":guilabel:`On Click`: There are three options for the alert. Click the radio"
|
|
" button next to the desired selection. The options are:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:420
|
|
msgid ""
|
|
":guilabel:`Not Clickable`: The alert only displays text, there is no link to"
|
|
" click."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:421
|
|
msgid ""
|
|
":guilabel:`Go to All Jobs`: The alert contains a link that when clicked, "
|
|
"navigates to the website with all the currently posted job positions."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:423
|
|
msgid ""
|
|
":guilabel:`Specify URL`: The alert contains a link to a specific URL, that "
|
|
"when clicked, navigates to that URL. When selected, a :guilabel:`URL` field "
|
|
"appears below the :guilabel:`On Click` section. Enter the URL in the field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst-1
|
|
msgid "An alert form completely filled in with all selections entered."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:436
|
|
msgid ""
|
|
"Only users with :guilabel:`Administrator` rights for the Recruitment "
|
|
"application have access to the Reporting feature in Referrals. To access the"
|
|
" reports, click :menuselection:`Referrals application --> Reporting`. The "
|
|
"main view is the Reporting Dashboard view, which contains three sections."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:440
|
|
msgid ""
|
|
"In the top portion of the window, the report displays a bar chart of how "
|
|
"many referred candidates are hired, and how many are still in the hiring "
|
|
"pipeline. The candidates are further divided by channel, showing "
|
|
"specifically where the referral came from, such as a direct referral, "
|
|
"Facebook, etc. If a channel does not appear on the report, that indicates "
|
|
"there are no referrals from that particular channel."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:446
|
|
msgid ""
|
|
"The middle third provides all the specific data that has been tracked. This "
|
|
"includes how many total points have been earned across all referrals, how "
|
|
"many applicants were referred, hired, or refused, how many applicants the "
|
|
"current logged-in user referred, how many total points were earned, and how "
|
|
"many points were given for refused applicants."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:451
|
|
msgid ""
|
|
"The bottom third displays a pivot table. This table can be inserted into a "
|
|
"new or existing spreadsheet. To do so, click the :guilabel:`Insert in "
|
|
"Spreadsheet` button right above the chart. A pop-up appears, asking which "
|
|
"spreadsheet to insert the pivot chart into. Select the desired spreadsheet "
|
|
"from the drop-down menu, or select :guilabel:`New Spreadsheet`. Click "
|
|
":guilabel:`Confirm` and the selected spreadsheet loads, with the new table "
|
|
"in it."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:458
|
|
msgid ""
|
|
"The spreadsheet is stored in the *Documents* application. This application "
|
|
"needs to be installed in order to use the :guilabel:`Insert in Spreadsheet` "
|
|
"option."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:462
|
|
msgid ":doc:`referrals/share_jobs`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:3
|
|
msgid "Share job positions"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:5
|
|
msgid ""
|
|
"In Odoo *Referrals*, users can earn referral points by sharing job positions"
|
|
" with potential applicants. Job positions can be shared in several ways, "
|
|
"through the :ref:`View Jobs <referrals/view-jobs>` button and the "
|
|
":ref:`Email A Friend <referrals/email-jobs>` button, located at the bottom "
|
|
"of the *Referrals* app dashboard."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:11
|
|
msgid ""
|
|
"Sharing jobs can **only** occur after onboarding slides have been viewed or "
|
|
"skipped."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:16
|
|
msgid "View Jobs"
|
|
msgstr "Bekijk vacatures"
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:18
|
|
msgid ""
|
|
"To see all job positions that are actively recruiting candidates, click the "
|
|
":guilabel:`View Jobs` button on the main *Referrals* dashboard. This "
|
|
"presents all job positions, with each individual job presented with its own "
|
|
"card."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst-1
|
|
msgid ""
|
|
"The 'View Jobs' screen, displaying all current open job positions. All information is\n"
|
|
"displayed on the card."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:27
|
|
msgid "Each job position card contains the following information:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:29
|
|
msgid ""
|
|
"The title of the job position. This information is taken from the *Job "
|
|
"Position* field of the job form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:31
|
|
msgid ""
|
|
"The number of :guilabel:`Open Positions` being recruited. This information "
|
|
"is taken from the *Expected New Employees* field of the *Recruitment* tab of"
|
|
" the job form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:33
|
|
msgid "The points a user earns when an applicant applies for the position."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:34
|
|
msgid ""
|
|
"The job description detailing the job position. This information is taken "
|
|
"from the *Job Position* tab of the job form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:37
|
|
msgid ""
|
|
"To see all the details for a job position, click the :guilabel:`More Info` "
|
|
"button on the specific card. This opens the job position webpage in a new "
|
|
"browser tab. This is what an applicant sees before applying for a position."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:42
|
|
msgid ""
|
|
"Only published job positions are visible in the *Referrals* app. To check "
|
|
"which job positions are published or not, refer to the "
|
|
":doc:`../recruitment/new_job` documentation."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:46
|
|
msgid "Refer friends"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:48
|
|
msgid ""
|
|
"To share a job position with someone, click the :guilabel:`Refer Friend` "
|
|
"button on the specific job position card. A pre-configured :guilabel:`Send "
|
|
"Job Offer by Mail` pop-up window appears. Enter the recipient's email "
|
|
"address in the :guilabel:`Email` field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:52
|
|
msgid ""
|
|
"The :guilabel:`Subject` and :guilabel:`Body` are populated using a default "
|
|
"template. The :guilabel:`Subject` `Job for you` is present, by default, but "
|
|
"can be modified, if desired."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:55
|
|
msgid ""
|
|
"The specific title of the job position populates the *Job Position* "
|
|
"placeholder in the email body. The `See Job Offer` text in the email body is"
|
|
" an individualized tracking link to the specific job position listed on the "
|
|
"website."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:59
|
|
msgid ""
|
|
"When the prospective employee receives the email, the link sends them to the"
|
|
" job position page, where they can apply for the position, and the person "
|
|
"who referred them is tracked in the *Referrals* application."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:63
|
|
msgid ""
|
|
"If desired, add any text or closing salutation to the email body. When all "
|
|
"edits have been made, click :guilabel:`Send Mail` to send the email, or "
|
|
"click :guilabel:`Cancel` to close the pop-up window."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst-1
|
|
msgid "Referral email pop-up window with the email message inside it."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:72
|
|
msgid "Share a job"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:74
|
|
msgid ""
|
|
"Other than sending an email, job positions can be shared, via social media "
|
|
"platforms, and by tracking links to the job position. At the bottom of each "
|
|
"job position card are four icons, and corresponding tracking links, that can"
|
|
" be used to share the job position, keeping track of applicants in the "
|
|
"*Referrals* application."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst-1
|
|
msgid "The various sharing icons that appear for each job."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:84
|
|
msgid "Link"
|
|
msgstr "Link"
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:86
|
|
msgid ""
|
|
"To share the job position with a customized tracking link, click the "
|
|
":guilabel:`Share Now` button with the :icon:`fa-chain` :guilabel:`(link)` "
|
|
"icon above it. A :guilabel:`Link to Share` pop-up window appears with the "
|
|
"tracking link. Click :guilabel:`Copy` to copy the link. After the link is "
|
|
"copied, click the :guilabel:`Close` button to close the pop-up window. Next,"
|
|
" share the link with the prospective employee."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:93
|
|
msgid "Facebook"
|
|
msgstr "Facebook"
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:95
|
|
msgid ""
|
|
"To share the job position using Facebook, click the :guilabel:`Share Now` "
|
|
"button with the :icon:`fa-facebook` :guilabel:`(Facebook)` icon above it."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:98
|
|
msgid ""
|
|
"If the user is already logged into Facebook, when the the :guilabel:`Share "
|
|
"Now` button is clicked, a :guilabel:`Share on Facebook` page loads in a new "
|
|
"tab, with the link populated in the main body of the new post in a pop-up "
|
|
"window. If the user is *not* already logged in, a log-in screen loads, "
|
|
"instead, prompting the user to log-in to Facebook first."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:103
|
|
msgid ""
|
|
"Type in any additional information to add to the post, then share the job "
|
|
"position using the available options in Facebook."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:107
|
|
msgid "X (formerly Twitter)"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:109
|
|
msgid ""
|
|
"A job position can also be shared on X. Click the :guilabel:`Share Now` "
|
|
"button with the :guilabel:`(X)` icon above it."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:112
|
|
msgid ""
|
|
"If the user is already signed-in to X, when the :guilabel:`Share Now` button"
|
|
" is clicked, an X page loads in a new tab with a pre-populated message ready"
|
|
" to post, in a draft pop-up window. If the user is *not* already signed-in, "
|
|
"a sign-in screen loads instead, prompting the user to first sign-in to X."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:117
|
|
msgid "The default message is:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:119
|
|
msgid ""
|
|
"`Amazing job offer for (Job Position)! Check it live: (link to Job "
|
|
"Position)`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:121
|
|
msgid ""
|
|
"Type in any additional information, or make any edits to the message, then "
|
|
"share using the available options in X."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:125
|
|
msgid "LinkedIn"
|
|
msgstr "LinkedIn"
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:127
|
|
msgid ""
|
|
"To share a job position on LinkedIn, click the :guilabel:`Share Now` button "
|
|
"with the :icon:`fa-linkedin` :guilabel:`(LinkedIn)` icon above it."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:130
|
|
msgid ""
|
|
"If the user is already logged into LinkedIn, when the :guilabel:`Share Now` "
|
|
"button is clicked, a new tab loads in LinkedIn, with a link to the job "
|
|
"position at the top. If the user is *not* already logged in, a log-in screen"
|
|
" loads instead, prompting the user to log-in to LinkedIn first."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:134
|
|
msgid ""
|
|
"The job position can be shared either in a public post, or in a private "
|
|
"message to an individual (or group of individuals)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:137
|
|
msgid ""
|
|
"Type in any additional information, or make any edits to the message or "
|
|
"post, then share using the available options in LinkedIn."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:143
|
|
msgid "Email a friend"
|
|
msgstr "E-mail een vriend"
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:145
|
|
msgid ""
|
|
"Another way to share job opportunities is to share the entire current list "
|
|
"of open job positions, instead of one job position at a time. To do this, "
|
|
"navigate to the :menuselection:`Referrals` main dashboard. Click the "
|
|
":guilabel:`Email a friend` button at the bottom of the screen. A "
|
|
":guilabel:`Send Job Offer by Mail` pop-up window appears."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:150
|
|
msgid ""
|
|
"Enter the email address in the :guilabel:`Email` field. The email can be "
|
|
"sent to multiple recipients by separating each email address with a comma "
|
|
"followed by a single space. The :guilabel:`Subject` is pre-configured with "
|
|
":guilabel:`Job for you`, but can be edited."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:154
|
|
msgid ""
|
|
"The email :guilabel:`Body` is also populated with pre-configured text. The "
|
|
"text that appears is:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:156
|
|
msgid "`Hello,`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:158
|
|
msgid ""
|
|
"`There are some amazing job offers in my company! Have a look, they can be "
|
|
"interesting for you\\:`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:160
|
|
msgid "`See Job Offers`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:162
|
|
msgid ""
|
|
"The :guilabel:`See Job Offers` text is a tracking link to a complete list of"
|
|
" all job positions currently being recruited for. Add any additional text "
|
|
"and make any edits to the message body, if necessary. Then, click "
|
|
":guilabel:`Send Mail` to send the email. This sends the message, and closes "
|
|
"the window."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:3
|
|
msgid "Time Off"
|
|
msgstr "Verlof"
|
|
|
|
#: ../../content/applications/hr/time_off.rst:5
|
|
msgid ""
|
|
"Odoo's *Time Off* application is a centralized place, where all time off "
|
|
"information is housed. The *Time Off* app manages everything related to "
|
|
"requests, balances, allocations, approvals, and reports."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:9
|
|
msgid ""
|
|
"Users can :ref:`request time off <time_off/request-time-off>`, managers can "
|
|
":ref:`approve time off requests <time_off/approve-time-off>`, :ref:`allocate"
|
|
" time off <time_off/allocate>` to individuals, teams, or the whole company, "
|
|
":ref:`reports <time_off/reporting>` can be run to see how much time off (and"
|
|
" what kinds of time off) are being used, :ref:`accrual plans "
|
|
"<time_off/accrual-plans>` can be created, and :ref:`public holidays "
|
|
"<time_off/public-holidays>` can be set."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:16
|
|
msgid ""
|
|
"Be advised, only users with specific access rights can see all aspects of "
|
|
"the *Time Off* application."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:19
|
|
msgid ""
|
|
"All users can access the :guilabel:`My Time Off` and :guilabel:`Overview` "
|
|
"sections of the *Time Off* application. All other sections require specific "
|
|
"access rights."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:22
|
|
msgid ""
|
|
"To better understand how access rights affect the *Time Off* application, "
|
|
"refer to the :doc:`/applications/hr/employees/new_employee` document, "
|
|
"specifically the section about configuring the work information tab."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:27
|
|
msgid "Configuration"
|
|
msgstr "Configuratie"
|
|
|
|
#: ../../content/applications/hr/time_off.rst:29
|
|
msgid ""
|
|
"In order to allocate time off to employees, and for employees to request and"
|
|
" use their time off, the various time off types must be configured first, "
|
|
"then allocated to employees (if allocation is required)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:36
|
|
msgid "Time off types"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:38
|
|
msgid ""
|
|
"To view the currently configured time off types, navigate to "
|
|
":menuselection:`Time Off application --> Configuration --> Time Off Types`. "
|
|
"The time off types are presented in a list view. The *Time Off* application "
|
|
"comes with four types of time off pre-configured: :guilabel:`Paid Time Off`,"
|
|
" :guilabel:`Sick Time Off`, :guilabel:`Unpaid`, and :guilabel:`Compensatory "
|
|
"Days`. Any of these may be modified to suit the needs of the businesses, or "
|
|
"can be used as-is."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:45
|
|
msgid "Create time off type"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:47
|
|
msgid ""
|
|
"To create a new time off type, navigate to :menuselection:`Time Off app --> "
|
|
"Configuration --> Time Off Types`. From here, click the :guilabel:`Create` "
|
|
"button to reveal a blank time off type form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:50
|
|
msgid ""
|
|
"Enter the name for the particular type of time off in the blank line at the "
|
|
"top of the form, such as `Sick Time` or `Vacation`. Then, enter the "
|
|
"following information on the form:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:54
|
|
msgid "Time off requests section"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:56
|
|
msgid ""
|
|
":guilabel:`Approval`: select what specific kind of approval is required for "
|
|
"the time off type. The options are:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:59
|
|
msgid ""
|
|
":guilabel:`No Validation`: no approvals are required when requesting this "
|
|
"type of time off. The time off request is automatically approved when "
|
|
"requested."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:61
|
|
msgid ""
|
|
":guilabel:`By Time Off Officer`: only the specified :ref:`Time Off Officer "
|
|
"<time_off/time-off-officer>`, set on this form in the :guilabel:`Responsible"
|
|
" Time Off Officer` field, is required to approve the time off request. This "
|
|
"option is selected by default."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:64
|
|
msgid ""
|
|
":guilabel:`By Employee's Approver`: only the employee's specified approver "
|
|
"for time off, which is set on the *Work Information* tab on the "
|
|
":ref:`employee's form <employees/work-info-tab>`, is required to approve the"
|
|
" time off request."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:67
|
|
msgid ""
|
|
":guilabel:`By Employee's Approver and Time Off Officer`: both the employee's"
|
|
" :ref:`specified time off approver<employees/work-info-tab>` and the "
|
|
":ref:`Time Off Officer <time_off/time-off-officer>` are required to approve "
|
|
"the time off request."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:73
|
|
msgid ""
|
|
":guilabel:`Responsible Time Off Officer`: select the person responsible for "
|
|
"approving requests and allocations for this specific type of time off."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:75
|
|
msgid ""
|
|
":guilabel:`Take Time Off in`: select the format the time off is requested "
|
|
"from the drop-down menu. The options are:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:78
|
|
msgid ""
|
|
":guilabel:`Day`: if time off can only be requested in full day increments (8"
|
|
" hours)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:79
|
|
msgid ""
|
|
":guilabel:`Half Day`: if time off can only be requested in half day "
|
|
"increments (4 hours)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:80
|
|
msgid ":guilabel:`Hours`: if the time off can be taken in hourly increments."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:82
|
|
msgid ""
|
|
":guilabel:`Deduct Extra Hours`: tick this box if the time off request should"
|
|
" factor in any extra time accrued by the employee"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:86
|
|
msgid ""
|
|
"For example, if an employee worked two (2) extra hours for the week, and "
|
|
"requests five (5) hours of time off, the request would be for three (3) "
|
|
"hours, since the two (2) additionally worked hours are used first, and "
|
|
"deducted from the request."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:90
|
|
msgid ""
|
|
":guilabel:`Allow To Join Supporting Document`: tick this box to allow the "
|
|
"employee to attach documents to the time off request. This is useful in "
|
|
"situations where documentation is required, such as long-term medical leave."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:93
|
|
msgid ""
|
|
":guilabel:`Kind of Leave`: select from the drop-down menu the type of leave "
|
|
"this time off type is, either :guilabel:`Time Off` or :guilabel:`Other`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:95
|
|
msgid ""
|
|
":guilabel:`Company`: if multiple companies are created in the database, and "
|
|
"this time off type only applies to one company, select the company from the "
|
|
"drop-down menu. If this field is left blank, the time off type applies to "
|
|
"all companies in the database."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:100
|
|
msgid "Allocation requests section"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:102
|
|
msgid ""
|
|
":guilabel:`Requires allocation`: if the time off must be allocated to "
|
|
"employees, select :guilabel:`Yes`. If the time off can be requested without "
|
|
"time off being previously allocated, select :guilabel:`No Limit`. If "
|
|
":guilabel:`No Limit` is selected, the following options do not appear on the"
|
|
" form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:106
|
|
msgid ""
|
|
":guilabel:`Employee Requests`: select :guilabel:`Extra Days Requests "
|
|
"Allowed` if the employee is able to request more time off than was "
|
|
"allocated."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:110
|
|
msgid ""
|
|
"For example, if ten (10) days are allocated to the employee for this "
|
|
"particular type of time off, and this option is enabled, the employee may "
|
|
"submit a request for more than ten (10) days."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:113
|
|
msgid ""
|
|
"If employees should **not** be able to make requests for more time off than "
|
|
"what was allocated, select the :guilabel:`Not Allowed` option."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:116
|
|
msgid ""
|
|
":guilabel:`Approval`: select the type of approval(s) required for the "
|
|
"allocation of this particular type of time off."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:119
|
|
msgid ""
|
|
":guilabel:`No validation needed` indicates that no approvals are required."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:120
|
|
msgid ""
|
|
":guilabel:`Approved by Time Off Officer` indicates the :ref:`Time Off "
|
|
"Officer <time_off/time-off-officer>` set on this form must approve the "
|
|
"allocation."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:122
|
|
msgid ""
|
|
":guilabel:`Set by Time Off Officer` indicates that the :ref:`Time Off "
|
|
"Officer <time_off/time-off-officer>` set on this form must allocate the time"
|
|
" off."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:126
|
|
msgid "Payroll section"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:128
|
|
msgid ""
|
|
"If the time off type should create :doc:`../hr/payroll/work_entries` in the "
|
|
"*Payroll* application, select the :guilabel:`Work Entry Type` from the drop-"
|
|
"down list."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:132
|
|
msgid "Timesheets section"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:135
|
|
msgid ""
|
|
"The :guilabel:`Timesheets` section only appears if the user is in developer "
|
|
"mode. Refer to the :ref:`developer-mode` document for details on how to "
|
|
"access the developer mode."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:138
|
|
msgid ""
|
|
"When an employee takes time off and is also using timesheets, Odoo creates "
|
|
"entries in the timesheet for the time off. This section defines how they are"
|
|
" entered."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:141
|
|
msgid ""
|
|
":guilabel:`Project`: select the project that the time off type entries "
|
|
"appear in."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:142
|
|
msgid ""
|
|
":guilabel:`Task`: select the task that appears in the timesheet for this "
|
|
"time off type. The options are: :guilabel:`Time Off`, :guilabel:`Meeting`, "
|
|
"or :guilabel:`Training`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:146
|
|
msgid "Display option section"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:148
|
|
msgid ""
|
|
":guilabel:`Color`: select a color to be used in the *Time Off* application "
|
|
"dashboard."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:149
|
|
msgid ""
|
|
":guilabel:`Cover Image`: select an icon to be used in the *Time Off* "
|
|
"application dashboard."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:152
|
|
msgid ""
|
|
"The only required fields on the time off type form are the name of the "
|
|
":guilabel:`Time Off Type`, the :guilabel:`Approval`, the "
|
|
":guilabel:`Responsible Time Off Officer`, :guilabel:`Take Time Off in`, "
|
|
":guilabel:`Kind of Leave`, and the :guilabel:`Allocation Requests` section."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst-1
|
|
msgid ""
|
|
"Time off type form with all the information filled out for sick time off."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:163
|
|
msgid "Accrual plans"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:165
|
|
msgid ""
|
|
"Some time off is earned through an accrual plan, meaning that for every "
|
|
"specified amount of time an employee works (hour, day, week, etc), they earn"
|
|
" or *accrue* a specified amount of time off."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:169
|
|
msgid ""
|
|
"If an employee accrues a vacation day for every week they work, they would "
|
|
"earn 0.2 vacation days for each hour they work. At the end of a forty (40) "
|
|
"hour work week, they earn a whole vacation day (8 hours)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:174
|
|
msgid "Create accrual plan"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:176
|
|
msgid ""
|
|
"To create a new accrual plan, navigate to :menuselection:`Time Off app --> "
|
|
"Configuration --> Accrual Plans`. Then, click the :guilabel:`Create` button,"
|
|
" which reveals a blank accrual plan form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:179
|
|
msgid ""
|
|
"Enter the accrual plan name in the :guilabel:`Name` field. If the accrual "
|
|
"plan only applies to a specific time off type, select it from the drop-down "
|
|
"menu. If this accrual plan is available for all time off types, leave this "
|
|
"field blank."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:183
|
|
msgid ""
|
|
"Next, select how the :guilabel:`Level Transition` occurs, either "
|
|
":guilabel:`Immediately` or :guilabel:`After this accrual's period`. By "
|
|
"default, the first level begins once the time off is approved if the time "
|
|
"off is based on an accrual plan. If :guilabel:`Immediately` is selected, "
|
|
"then the next level begins according to the time frame set on the level. If "
|
|
":guilabel:`After this accrual's period` is selected, the next level does not"
|
|
" begin until the first level is completed according to the rules set on it."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:193
|
|
msgid ""
|
|
"Rules must be created in order for the accrual plan to accrue time off."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:195
|
|
msgid ""
|
|
"To create a new rule, click the :guilabel:`Add A New Level` button right "
|
|
"beneath the word `Rules`, and a :guilabel:`Create Level` pop-up form "
|
|
"appears."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:200
|
|
msgid ""
|
|
":guilabel:`Start after (#) (time period) after allocation date`: enter the "
|
|
"number and value of the time period that must pass before the employee "
|
|
"starts to accumulate time off. The first value is numerical; enter a number "
|
|
"in the first field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:204
|
|
msgid ""
|
|
"Then, select the type of time period using the drop-down menu in the second "
|
|
"field. The options are: :guilabel:`day(s)`, :guilabel:`month(s)`, or "
|
|
":guilabel:`year(s)`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:206
|
|
msgid ""
|
|
":guilabel:`Based on worked time`: tick this box if the accrual of time off "
|
|
"is based on the time the employee has worked. If an employee takes time off "
|
|
"that is *not* considered a worked day, Odoo will not count that day towards "
|
|
"their accrual plan."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:209
|
|
msgid ""
|
|
":guilabel:`Rate (#) (time)`: enter the rate of time off that is accumulated."
|
|
" The first value is numerical; enter a number in the first field. Whole "
|
|
"numbers are not necessary, any decimal value may be entered."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:213
|
|
msgid ""
|
|
"Next, in the second field, select the type of time accrued using the drop-"
|
|
"down menu. The options are either :guilabel:`Days` or :guilabel:`Hours`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:215
|
|
msgid ""
|
|
":guilabel:`Frequency (X)`: select how often the employee accrues the time "
|
|
"off for this rule using the drop-down menu. The options are "
|
|
":guilabel:`Daily`, :guilabel:`Weekly`, :guilabel:`Twice a month`, "
|
|
":guilabel:`Monthly`, :guilabel:`Twice a year`, or :guilabel:`Yearly`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:219
|
|
msgid ""
|
|
"Depending on the selection, more fields appear to specify exactly when the "
|
|
"accrual renews."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:222
|
|
msgid ""
|
|
"If the employee should accrue one vacation day for every week worked, the "
|
|
":guilabel:`Rate` is set to `1`, and the :guilabel:`Frequency` entry is set "
|
|
"to `Frequency (Weekly) on (Friday)`. Only the :guilabel:`Frequency` and "
|
|
":guilabel:`Weekday` fields appear."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:226
|
|
msgid ""
|
|
"If the employee should accrue ten (10)vacation days each year, and they "
|
|
"receive these days every year on the first of January, the :guilabel:`Rate` "
|
|
"is set to `10`, and the :guilabel:`Frequency` entry is set to `Frequency "
|
|
"(Yearly) on the (1) of (January)`. The :guilabel:`Frequency`, "
|
|
":guilabel:`Date`, and :guilabel:`Month` fields appear."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:231
|
|
msgid ""
|
|
":guilabel:`Limit to`: enter a maximum amount of days the employee can accrue"
|
|
" with this plan."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:232
|
|
msgid ""
|
|
":guilabel:`At the end of the calendar year, unused accruals will be`: select"
|
|
" from the drop-down menu how unused time off is handled."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:235
|
|
msgid ""
|
|
"The options are either :guilabel:`Transferred to the next year`, which rolls"
|
|
" over unused time to the next calendar year, or :guilabel:`Lost`, which "
|
|
"means any unused time off is gone."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst-1
|
|
msgid "A level form with all the data filled out."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:242
|
|
msgid ""
|
|
"When the form is filled out, click :guilabel:`Save & Close` to save the form"
|
|
" and close the pop-up, or :guilabel:`Save & New` to save the form and create"
|
|
" a new rule. Add as many levels as desired."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst-1
|
|
msgid "An accrual form with all the entries filled out."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:252
|
|
msgid "Public holidays"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:254
|
|
msgid ""
|
|
"Most countries have public or national holidays, and some companies may have"
|
|
" specific days they are closed and/or give extra days as holidays."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:257
|
|
msgid ""
|
|
"It is important to configure these days in Odoo, so employees are aware of "
|
|
"the days they have off, and do not request time off on days that are already"
|
|
" set as a public holiday (non-working days)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:261
|
|
msgid "Create public holiday"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:263
|
|
msgid ""
|
|
"To create a public holiday, navigate to :menuselection:`Time Off app --> "
|
|
"Configuration --> Public Holidays`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:266
|
|
msgid "All currently configured public holidays appear in a list view."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:268
|
|
msgid ""
|
|
"Click the :guilabel:`Create` button, and a new line appears at the bottom of"
|
|
" the list."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:270
|
|
msgid "Enter the following information:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:272
|
|
msgid ":guilabel:`Name`: enter the name of the holiday."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:273
|
|
msgid ""
|
|
":guilabel:`Company`: if in a multi-company database, the current company "
|
|
"populates this field by default. It is not possible to edit this field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:275
|
|
msgid ""
|
|
":guilabel:`Start Date`: using the date and time picker, select the date and "
|
|
"time that the holiday starts. By default, this field is configured for the "
|
|
"current date. The start time is set according to the start time for the "
|
|
"company (according to the :ref:`working times <payroll/working-times>`). If "
|
|
"the user's computer is set to a different time zone, the start time is "
|
|
"adjusted according to the difference in the time zone compared to the "
|
|
"company's time zone."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:280
|
|
msgid ""
|
|
":guilabel:`End Date`: using the date and time picker, select the date and "
|
|
"time that the holiday ends. By default, this field is configured for the "
|
|
"current date, and the time is set to the end time for the company (according"
|
|
" to the :ref:`working times <payroll/working-times>`). If the user's "
|
|
"computer is set to a different time zone, the start time is adjusted "
|
|
"according to the difference in the time zone compared to the company's time "
|
|
"zone."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:287
|
|
msgid ""
|
|
"A company is located in San Francisco, and the working times are 9:00 AM - "
|
|
"6:00 PM (an eight (8) hour work day with a one (1) hour lunch break). A user"
|
|
" is located in New York, and their computer time zone is set to Eastern. "
|
|
"When they create a Public Holiday, the start time appears as 12:00 PM - 9:00"
|
|
" PM, since the time zone is accounted for. If a different user is located in"
|
|
" Los Angeles, and their computer time zone is set to Pacific, when they "
|
|
"create a Public Holiday, the time appears as 9:00 AM - 6:00 PM."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:294
|
|
msgid ""
|
|
":guilabel:`Working Hours`: if the holiday should only apply to employees who"
|
|
" have a specific set of working hours, select the working hours from the "
|
|
"drop-down menu. If left blank, the holiday applies to all employees."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:297
|
|
msgid ""
|
|
":guilabel:`Work Entry Type`: if using the *Payroll* application, this field "
|
|
"defines how the work entry for the holiday appears. Select the work entry "
|
|
"type from the drop-down menu."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst-1
|
|
msgid "The list of public holidays in the configuration menu."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:307
|
|
msgid "Overview"
|
|
msgstr "Overzicht"
|
|
|
|
#: ../../content/applications/hr/time_off.rst:309
|
|
msgid ""
|
|
"To view a color-coded schedule of both the user's time off, and/or the team "
|
|
"managed by them, navigate to :menuselection:`Time Off app --> Overview`. "
|
|
"This presents a calendar with the default filter of :guilabel:`My Team`, in "
|
|
"a month view."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:313
|
|
msgid ""
|
|
"To change the time period displayed, click on either the :guilabel:`Day`, "
|
|
":guilabel:`Week`, :guilabel:`Month`, or :guilabel:`Year` buttons to present "
|
|
"the calendar in that corresponding view."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:316
|
|
msgid ""
|
|
"Each team member is displayed on a line, and any time off they requested, "
|
|
"regardless of the status (:guilabel:`Validated` or :guilabel:`To Approve`), "
|
|
"appears on the calendar."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:319
|
|
msgid ""
|
|
"Each employee is color-coded. The employee's color is selected at random and"
|
|
" does not correspond to the type of time off they requested."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:322
|
|
msgid ""
|
|
"The status of the time of is represented by the color of the request either "
|
|
"appearing solid (:guilabel:`Validated`) or striped (:guilabel:`To Approve`)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:325
|
|
msgid ""
|
|
"The number of days or hours requested is written on the request (if there is"
|
|
" enough space)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:327
|
|
msgid ""
|
|
"At the bottom of the calendar, a bar graph shows how many people are "
|
|
"projected to be out on any given day. The number on the bar represents the "
|
|
"number of employees out for those highlighted days."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:330
|
|
msgid ""
|
|
"Hover over a time off entry to view the details for the specific time off "
|
|
"entry. The total number of hours or days are listed, along with the start "
|
|
"and end time of the time off."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst-1
|
|
msgid "Overview of the user's team, with time off requests shown."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:340
|
|
msgid "Allocate time off"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:342
|
|
msgid ""
|
|
"Once time off types and accrual plans have been configured, the next step is"
|
|
" to allocate, or give, time off to employees. This section is only visible "
|
|
"to users who have either :guilabel:`Time Off Officer` or "
|
|
":guilabel:`Administrator` access rights for the *Time Off* application."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:346
|
|
msgid ""
|
|
"To create a new allocation, navigate to :menuselection:`Time Off app --> "
|
|
"Approvals --> Allocations`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:348
|
|
msgid ""
|
|
"This presents a list of all current allocations, including their respective "
|
|
"status."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:350
|
|
msgid ""
|
|
"Click :guilabel:`Create` to allocate time off, and a blank allocation form "
|
|
"appears."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:352
|
|
msgid ""
|
|
"After entering a name for the allocation on the first blank field of the "
|
|
"form, enter the following information:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:355
|
|
msgid ""
|
|
":guilabel:`Time Off Type`: using the drop-down menu, select the type of time"
|
|
" off that is being allocated to the employees."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:357
|
|
msgid ""
|
|
":guilabel:`Allocation Type`: select either :guilabel:`Regular Allocation` or"
|
|
" :guilabel:`Accrual Allocation`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:359
|
|
msgid ""
|
|
":guilabel:`Accrual Plan`: if :guilabel:`Accrual Allocation` is selected for "
|
|
"the :guilabel:`Allocation Type`, the :guilabel:`Accrual Plan` field appears."
|
|
" Using the drop-down menu, select the accrual plan with which the allocation"
|
|
" is associated. An accrual plan **must** be selected for an "
|
|
":guilabel:`Accrual Allocation`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:363
|
|
msgid ""
|
|
":guilabel:`Validity Period/Start Date`: if :guilabel:`Regular Allocation` is"
|
|
" selected for the :guilabel:`Allocation Type`, this field is labeled "
|
|
":guilabel:`Validity Period`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:366
|
|
msgid ""
|
|
"Using the calendar, select the beginning date for the allocation. If the "
|
|
"allocation expires, select the expiration date in the next date field. If "
|
|
"the time off does *not* expire, leave the second date field blank."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:370
|
|
msgid ""
|
|
"If :guilabel:`Accrual Allocation` is selected for the :guilabel:`Allocation "
|
|
"Type`, this field is labeled :guilabel:`Start Date`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:373
|
|
msgid ""
|
|
"Using the calendar picker, select the start date for the allocation. If the "
|
|
"allocation expires, select the expiration date in the :guilabel:`Run until` "
|
|
"field. If the time off does *not* expire, leave the :guilabel:`Run until` "
|
|
"field blank."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:376
|
|
msgid ""
|
|
":guilabel:`Duration`: enter the amount of time that is being allocated to "
|
|
"the employees. This field displays the time in either :guilabel:`Hours` or "
|
|
":guilabel:`Days`, depending on how the selected :ref:`Time Off Type "
|
|
"<time_off/time-off-types>` is configured (in days or hours)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:379
|
|
msgid ""
|
|
":guilabel:`Mode`: using the drop-down menu, select how the allocation is "
|
|
"assigned. This selection determines who receives the time off allocation. "
|
|
"The options are :guilabel:`By Employee`, :guilabel:`By Company`, "
|
|
":guilabel:`By Department`, or :guilabel:`By Employee Tag`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:383
|
|
msgid ""
|
|
"Depending on what was selected for the :guilabel:`Mode`, this following "
|
|
"field is labeled either: :guilabel:`Employees`, :guilabel:`Company`, "
|
|
":guilabel:`Department`, or :guilabel:`Employee Tag`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:386
|
|
msgid ""
|
|
"Using the drop-down menu, indicate the specific employees, company, "
|
|
"department, or employee tags who are receiving this time off."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:389
|
|
msgid ""
|
|
"Multiple selections can be made for either :guilabel:`Employees` or "
|
|
":guilabel:`Employee Tag`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:391
|
|
msgid ""
|
|
"Only one selection can be made for the :guilabel:`Company` or "
|
|
":guilabel:`Department`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:392
|
|
msgid ""
|
|
":guilabel:`Add a reason...`: if any description or note is necessary to "
|
|
"explain the time off allocation, enter it in this field at the bottom of the"
|
|
" form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:398
|
|
msgid "Request time off"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:400
|
|
msgid ""
|
|
"Once an employee has been allocated time off, a request to use the time off "
|
|
"can be submitted. Time off can be requested in one of two ways, either from "
|
|
"the :ref:`dashboard <time_off/dashboard>` or from the :guilabel:`My Time "
|
|
"Off` view."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:404
|
|
msgid ""
|
|
"To access the dashboard, navigate to :menuselection:`Time Off app --> My "
|
|
"Time Off --> Dashboard`. This is also the default view for the *Time Off* "
|
|
"application."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:407
|
|
msgid ""
|
|
"To access :guilabel:`My Time Off`, navigate to :menuselection:`Time Off app "
|
|
"--> My Time Off --> My Time Off`. This presents a list view of all the time "
|
|
"off requests for the employee."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:410
|
|
msgid ""
|
|
"To create a new request for time off, click either the :guilabel:`New Time "
|
|
"Off` button on the main *Time Off* dashboard, or the :guilabel:`Create` "
|
|
"button in the :guilabel:`My Time Off` list view. Both buttons open a new "
|
|
"time off request form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:414
|
|
msgid "Enter the following information on the form:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:416
|
|
msgid ""
|
|
":guilabel:`Time Off Type`: select the type of time off being requested from "
|
|
"the drop-down menu."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:417
|
|
msgid ""
|
|
":guilabel:`Dates`: enter the dates that the time off will fall under. There "
|
|
"are two fields to populate, the :guilabel:`From` and :guilabel:`To` fields. "
|
|
"Click on either the :guilabel:`From` or :guilabel:`To` field, and a calendar"
|
|
" pop-up appears."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:421
|
|
msgid ""
|
|
"Click on the start date, then click on the end date. The selected start and "
|
|
"end dates appear in deep purple, and the dates between them appear in pale "
|
|
"purple (if applicable)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:424
|
|
msgid ""
|
|
"If the time off requested is for a single day, click on the start date, then"
|
|
" click the same date again for the end date."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:427
|
|
msgid ""
|
|
"When the correct dates are selected/highlighted, click the :guilabel:`Apply`"
|
|
" button."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:429
|
|
msgid "The dates now populate the :guilabel:`From` and :guilabel:`To` fields."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:431
|
|
msgid ""
|
|
":guilabel:`Half Day`: if the time off request is for a half day, tick this "
|
|
"box. When this is selected, the :guilabel:`From` date field disappears, and "
|
|
"is replaced with a drop-down menu. Select either :guilabel:`Morning` or "
|
|
":guilabel:`Afternoon` to indicate which half of the day is being requested."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:435
|
|
msgid ""
|
|
":guilabel:`Custom Hours`: if the time off requested is not a whole or half "
|
|
"day, tick this box. A :guilabel:`From` and :guilabel:`To` field appears "
|
|
"beneath this option if selected. Using the drop-down menu, select the start "
|
|
"and end time for the time off request."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:439
|
|
msgid ""
|
|
":guilabel:`Duration`: this field updates automatically once the "
|
|
":guilabel:`Date` section is completed. If the :guilabel:`Date` section is "
|
|
"modified, this section automatically updates to reflect the total time off "
|
|
"requested. This field is in either hours or days, depending on the "
|
|
":guilabel:`Date` selections."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:443
|
|
msgid ""
|
|
":guilabel:`Description`: enter a description for the time off request. This "
|
|
"should include any details that managers and approvers may need in order to "
|
|
"approve the request."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:445
|
|
msgid ""
|
|
":guilabel:`Supporting Document`: this field only appears if the "
|
|
":guilabel:`Time Off Type` selected allows for the attachments of documents. "
|
|
"Click the :guilabel:`Attach File` button, and a file explorer window "
|
|
"appears."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:449
|
|
msgid ""
|
|
"Navigate to the file(s) to attach, then click the :guilabel:`Open` button. "
|
|
"The files then appear on the time off request form. Multiple documents can "
|
|
"be attached, if necessary."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:452
|
|
#: ../../content/applications/hr/time_off.rst:492
|
|
msgid ""
|
|
"When the form is complete, click the :guilabel:`Save` button to save the "
|
|
"information, and submit the request."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst-1
|
|
msgid ""
|
|
"A time off request form filled out for an employee home sick for two days "
|
|
"with the flu."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:462
|
|
msgid "Request allocation"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:464
|
|
msgid ""
|
|
"If an employee has used all their time off, or is going to run out of time "
|
|
"off, they can request an allocation for additional time. Allocations can be "
|
|
"requested in one of two ways, either from the :ref:`dashboard "
|
|
"<time_off/dashboard>` or the :guilabel:`My Allocations` view."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:468
|
|
msgid ""
|
|
"To access the dashboard, navigate to the :menuselection:`Time Off app --> My"
|
|
" Time Off --> Dashboard`. This is also the default view for the *Time Off* "
|
|
"application."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:471
|
|
msgid ""
|
|
"To access :guilabel:`My Allocations`, navigate to the :menuselection:`Time "
|
|
"Off app --> My Time Off --> My Allocations`. This presents a list view of "
|
|
"all the allocations for the employee."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:474
|
|
msgid ""
|
|
"To create a new allocation request, click either the :guilabel:`Allocation "
|
|
"Request` button on the main *Time Off* dashboard, or the :guilabel:`Create` "
|
|
"button in the :guilabel:`My Allocations` list view. Both buttons open a new "
|
|
"allocation request form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:478
|
|
msgid ""
|
|
"After entering a name for the allocation in the first blank line on the "
|
|
"form, enter the following information:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:481
|
|
msgid ""
|
|
":guilabel:`Time Off Type`: select the type of time off being requested for "
|
|
"the allocation from the drop-down menu."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:483
|
|
msgid ""
|
|
":guilabel:`Validity Period`: the current date populates the start date by "
|
|
"default. If there is no expiration on the time off type, there is no date "
|
|
"populated as the end date. If the time off type has an expiration date, the "
|
|
"date automatically populates the end date field once the form is saved."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:487
|
|
msgid ""
|
|
":guilabel:`Duration`: enter the amount of time being requested. The format "
|
|
"(either days or hours) is in the same format as the time off type."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:489
|
|
msgid ""
|
|
":guilabel:`Add a reason...`: enter a description for the allocation request."
|
|
" This should include any details that managers and approvers may need in "
|
|
"order to approve the request."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst-1
|
|
msgid ""
|
|
"An allocation request form filled out for an employee requesting an additional week of\n"
|
|
"sick time."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:501
|
|
msgid "Approvals"
|
|
msgstr "Goedkeuringen"
|
|
|
|
#: ../../content/applications/hr/time_off.rst:503
|
|
msgid ""
|
|
"Most requests for time off and allocations need to go through the approval "
|
|
"process, prior to the time off being allocated, and then granted to an "
|
|
"employee. Requests either need one or two approvals, depending on how the "
|
|
"specific type of time off is configured."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:507
|
|
msgid ""
|
|
"Only users who can approve allocation and time off requests have the "
|
|
":guilabel:`Approvals` section visible in the *Time Off* application."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:511
|
|
msgid "Approve allocations"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:513
|
|
msgid ""
|
|
"To view allocations that need approval, navigate to :menuselection:`Time Off"
|
|
" app --> Approvals --> Allocations`. The only allocations visible on this "
|
|
"list are for employees the user has either :guilabel:`Time Off Officer` or "
|
|
":guilabel:`Administrator` access rights for in the *Time Off* application."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:518
|
|
msgid ""
|
|
"The default filters that are configured to be in place when navigating to "
|
|
"the :guilabel:`Allocations` list are :guilabel:`My Team` and "
|
|
":guilabel:`Active Employee`. This *only* presents employees on the user's "
|
|
"team (who they manage) and active employees. Inactive users are not shown."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:523
|
|
msgid ""
|
|
"The left side of the screen has various grouping options to narrow down the "
|
|
"presented allocation requests."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:526
|
|
msgid ""
|
|
"The options are :guilabel:`To Approve`, :guilabel:`To Submit`, "
|
|
":guilabel:`Refused`, and :guilabel:`Approved`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:529
|
|
msgid "To view all allocation requests, click :guilabel:`All`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:531
|
|
msgid ""
|
|
"It is also possible to display allocation requests by department. Click on "
|
|
"the department to only present allocations for that specific department."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:535
|
|
msgid ""
|
|
"The groupings on the left side only present allocation requests that fall "
|
|
"under the default filters of :guilabel:`My Team` and :guilabel:`Active "
|
|
"Employee`. Only the statuses for allocation requests that fall under those "
|
|
"filters are presented on the left side."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:539
|
|
msgid ""
|
|
"For example, if there are no requests with a status of :guilabel:`To "
|
|
"Submit`, that status option does not appear in the left-hand side."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:542
|
|
msgid ""
|
|
"All departments for the user's employees appear in the list. If there are no"
|
|
" allocation requests that fall under that department matching the pre-"
|
|
"configured filters, the list is blank."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:545
|
|
msgid ""
|
|
"It is always possible to remove any of the pre-configured filters, by "
|
|
"clicking the :guilabel:`✖️ (remove)` icon on the specific filter to remove "
|
|
"it."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:548
|
|
#: ../../content/applications/hr/time_off.rst:597
|
|
msgid ""
|
|
"The status column displays the status of each request, with the status "
|
|
"highlighted in a specific color."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:551
|
|
msgid ""
|
|
"The :guilabel:`To Approve` requests are highlighted in yellow, "
|
|
":guilabel:`Approved` requests are highlighted in green, :guilabel:`To "
|
|
"Submit` (drafts) requests are highlighted in blue, and the "
|
|
":guilabel:`Refused` requests are highlighted in gray."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:555
|
|
msgid ""
|
|
"To approve an allocation request, click :guilabel:`✔ Validate` at the end of"
|
|
" the line, to refuse a request, click :guilabel:`✖️ Refuse`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst-1
|
|
msgid ""
|
|
"Allocations with the filter, groupings, and status sections highlighted."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:562
|
|
msgid ""
|
|
"If more details are needed, click anywhere on the allocation request line "
|
|
"(except for :guilabel:`✔ Validate` and :guilabel:`✖️ Refuse`) to view the "
|
|
"request in detail."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:565
|
|
msgid ""
|
|
"Depending on the rights of the user, changes can be made on the allocation "
|
|
"request form that appears. To modify the request, click the :guilabel:`Edit`"
|
|
" button, make any desired changes, then click :guilabel:`Save`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:569
|
|
msgid ""
|
|
"It is also possible to approve or refuse the request from this form. Click "
|
|
"the :guilabel:`Validate` button to approve, or the :guilabel:`Refuse` button"
|
|
" to refuse the request."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:575
|
|
msgid "Approve time off"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:577
|
|
msgid ""
|
|
"To view time off requests that need approval, navigate to "
|
|
":menuselection:`Time Off app --> Approvals --> Time Off`. The only time off "
|
|
"requests visible on this list are for employees the user has either "
|
|
":guilabel:`Time Off Officer` or :guilabel:`Administrator` access rights for "
|
|
"the *Time Off* application."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:582
|
|
msgid ""
|
|
"The default filters in the :guilabel:`Time Off` list are :guilabel:`To "
|
|
"Approve`, :guilabel:`My Team`, :guilabel:`Active Employee`, and "
|
|
":guilabel:`Active Time Off`. This only presents time off requests that need "
|
|
"to be approved for current employees on the user's team, for requests that "
|
|
"are active and *not* in a draft mode."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:587
|
|
msgid ""
|
|
"The left side of the screen has various grouping options to narrow down the "
|
|
"presented time off requests. Since only time off requests that need to be "
|
|
"approved are shown, the only status options are :guilabel:`All` and "
|
|
":guilabel:`To Approve`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:591
|
|
msgid ""
|
|
"To view requests with other statuses, first remove the :guilabel:`To "
|
|
"Approve` filter, by clicking the :guilabel:`✖️ (remove)` icon next to the "
|
|
":guilabel:`To Approve` filter to remove it."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:594
|
|
msgid ""
|
|
"To display time off requests for specific departments, click on the "
|
|
"department on the left-hand side. Only requests within the selected "
|
|
"department are then presented."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:600
|
|
msgid ""
|
|
"The :guilabel:`To Approve` requests are highlighted in yellow, and are the "
|
|
"only ones that appear in the list by default. If the :guilabel:`To Approve` "
|
|
"filter is removed, then all statuses appear. :guilabel:`Approved` requests "
|
|
"are highlighted in green, :guilabel:`To Submit` (drafts) requests are "
|
|
"highlighted in blue, and the :guilabel:`Refused` requests are highlighted in"
|
|
" gray."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:605
|
|
msgid ""
|
|
"To approve a time off request, click :guilabel:`👍 Approve` at the end of the"
|
|
" line, to refuse a request, click :guilabel:`✖️ Refuse`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst-1
|
|
msgid ""
|
|
"Time off requests with the filter, groupings, and status sections "
|
|
"highlighted."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:612
|
|
msgid ""
|
|
"If more details are needed, click anywhere on the time off request line "
|
|
"(except for :guilabel:`👍 Approve` and :guilabel:`✖️ Refuse`) to load the "
|
|
"time off request form. Depending on the rights of the user, changes can be "
|
|
"made."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:616
|
|
msgid ""
|
|
"To modify the request, click the :guilabel:`Edit` button, make any desired "
|
|
"changes, then click :guilabel:`Save`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:619
|
|
msgid ""
|
|
"It is also possible to approve or refuse the request from this form. Click "
|
|
"the :guilabel:`Approve` button to approve, or the :guilabel:`Refuse` button "
|
|
"to refuse the request."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:623
|
|
#: ../../content/applications/hr/time_off.rst:674
|
|
msgid "My time off"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:625
|
|
msgid ""
|
|
"The :guilabel:`My Time Off` section of the *Time Off* application contains "
|
|
"the time off dashboard, as well as the user's time off requests and "
|
|
"allocations."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:631
|
|
msgid "Dashboard"
|
|
msgstr "Dashboard"
|
|
|
|
#: ../../content/applications/hr/time_off.rst:633
|
|
msgid ""
|
|
"All users have access to the time off dashboard, which is the default view "
|
|
"in the *Time Off* application. The dashboard can also be accessed at any "
|
|
"point in the application by navigating to :menuselection:`Time Off app --> "
|
|
"My Time Off --> Dashboard`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:637
|
|
msgid ""
|
|
"The current year is displayed, and the current day is highlighted in red."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:639
|
|
msgid ""
|
|
"To change the view, click on the desired button at the top. The options are "
|
|
":guilabel:`Day`, :guilabel:`Week`, :guilabel:`Month`, or :guilabel:`Year` "
|
|
"(the default)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:642
|
|
msgid ""
|
|
"To change the presented dates, click the left and right arrows on either "
|
|
"side of the :guilabel:`Today` button. The calendar view adjusts in "
|
|
"increments of the presented view."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:645
|
|
msgid ""
|
|
"For example, if :guilabel:`Week` is selected, the arrows adjust the view by "
|
|
"one week."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:647
|
|
msgid ""
|
|
"To change the view at any point to a view that includes the current date, "
|
|
"click the :guilabel:`Today` button."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:650
|
|
msgid ""
|
|
"Above the calendar view is a summary of the users time off balances. Every "
|
|
"time off type that has been allocated appears in its own summary box. Each "
|
|
"summary lists the type of time off, the corresponding icon, the current "
|
|
"available balance (in hours or days), and an expiration date (if "
|
|
"applicable)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:655
|
|
msgid ""
|
|
"The legend on the right side of the calendar view displays the various time "
|
|
"off types, with their corresponding colors. The status of the time off "
|
|
"requests are shown as well."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:658
|
|
msgid ""
|
|
"Time off that has been validated appears in a solid color (in the color "
|
|
"specified in the Time Off Types part of the legend). Time off requests that "
|
|
"still need to be approved appear with white stripes in the color. Refused "
|
|
"time off requests have a colored line through the dates."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:662
|
|
msgid ""
|
|
"New time off requests can be made from the dashboard. Click the "
|
|
":guilabel:`New Time Off` button at the top of the dashboard, and a new "
|
|
":ref:`time off form <time_off/request-time-off>` appears."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:665
|
|
msgid ""
|
|
"New allocation requests can also be made from the dashboard. Click the "
|
|
":guilabel:`Allocation Request` button at the top of the dashboard to request"
|
|
" more time off, and a new :ref:`allocation form <time_off/request-"
|
|
"allocation>` appears."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst-1
|
|
msgid ""
|
|
"Time off dashboard view with the legend, time off summaries, and view "
|
|
"buttons highlighted."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:676
|
|
msgid ""
|
|
"To view a list of all the user's time off requests, navigate to "
|
|
":menuselection:`Time Off app --> My Time Off --> My Time Off`. Here, all "
|
|
"time off requests appear in a list view, both past and present."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:680
|
|
msgid ""
|
|
"Other than the employee's name, the list includes the following information "
|
|
"for each request: the :guilabel:`Time Off Type`, :guilabel:`Description`, "
|
|
":guilabel:`Start Date`, :guilabel:`End Date`, :guilabel:`Duration`, and the "
|
|
":guilabel:`Status`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:684
|
|
msgid ""
|
|
"A new time off request can be made from this view. Click the "
|
|
":guilabel:`Create` button to :ref:`request time off <time_off/request-time-"
|
|
"off>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:688
|
|
msgid "My allocations"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:690
|
|
msgid ""
|
|
"To view a list of all the users allocations, navigate to "
|
|
":menuselection:`Time Off app --> My Time Off --> My Allocations`. All "
|
|
"allocations and requested allocations appear in a list view."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:693
|
|
msgid ""
|
|
"The information presented includes: the :guilabel:`Time Off Type`, "
|
|
":guilabel:`Description`, :guilabel:`Duration`, :guilabel:`Allocation Type`, "
|
|
"and the :guilabel:`Status`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:696
|
|
msgid ""
|
|
"A new allocation request can be made from this view, as well. Click the "
|
|
":guilabel:`Create` button to :ref:`request an allocation <time_off/request-"
|
|
"allocation>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:702
|
|
msgid ""
|
|
"The reporting feature allows users to view time off for their team, either "
|
|
"by employee or type of time off. This allows users to see which employees "
|
|
"are taking time off, how much time off they are taking, and what time off "
|
|
"types are being used."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:707
|
|
msgid "By employee"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:709
|
|
msgid ""
|
|
"To view a report of employee time off requests, navigate to "
|
|
":menuselection:`Time Off app --> Reporting --> by Employee`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:712
|
|
msgid ""
|
|
"The default report is a stacked bar chart with the filters of "
|
|
":guilabel:`Active Employee` and :guilabel:`Type` in place."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:715
|
|
msgid ""
|
|
"Each employee is displayed in their own column, with the bar displaying how "
|
|
"many days of each type of time off type they requested."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:718
|
|
msgid ""
|
|
"The report can be displayed in other ways. Click the various options at the "
|
|
"top of the report to view the data differently."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:721
|
|
msgid ""
|
|
"The graph options are :guilabel:`Bar Chart`, :guilabel:`Line Chart`, or "
|
|
":guilabel:`Pie Chart`. The :guilabel:`Bar Chart` includes an option to "
|
|
"present the data :guilabel:`Stacked`. Both the :guilabel:`Bar Chart` and "
|
|
":guilabel:`Line Chart` have options to present the data in either "
|
|
":guilabel:`Descending` or :guilabel:`Ascending` order."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst-1
|
|
msgid "Report of time off, shown by each employee in a stacked bar chart."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:731
|
|
msgid "By type"
|
|
msgstr "Per soort"
|
|
|
|
#: ../../content/applications/hr/time_off.rst:733
|
|
msgid ""
|
|
"To view a list of approved time off, organized by time off type, navigate to"
|
|
" :menuselection:`Time Off app --> Reporting --> by Type`. This shows each "
|
|
"time off type in its own section."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:736
|
|
msgid ""
|
|
"Click on a time off type to expand the list. Each request is listed, with "
|
|
"the following information displayed: the :guilabel:`Employee`, "
|
|
":guilabel:`Number of Days`, :guilabel:`Request Type`, :guilabel:`Start "
|
|
"Date`, :guilabel:`End Date`, :guilabel:`Status`, and the "
|
|
":guilabel:`Description`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:740
|
|
msgid ""
|
|
"The default filters in place for this report are :guilabel:`Approved "
|
|
"Requests`, :guilabel:`Active Employee`, the :guilabel:`Current Year`, and "
|
|
"the :guilabel:`Type`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst-1
|
|
msgid "Report of time off by type, with each request detailed in the list."
|
|
msgstr ""
|