9bc17f4088
closes odoo/documentation#5535
X-original-commit: b27ca9b36a
Signed-off-by: Martin Trigaux (mat) <mat@odoo.com>
804 lines
44 KiB
Plaintext
804 lines
44 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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#, fuzzy
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msgid ""
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msgstr ""
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"Project-Id-Version: Odoo saas-16.1\n"
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"Report-Msgid-Bugs-To: \n"
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"POT-Creation-Date: 2023-08-18 05:58+0000\n"
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"PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n"
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"Last-Translator: FULL NAME <EMAIL@ADDRESS>\n"
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"Language-Team: LANGUAGE <LL@li.org>\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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#: ../../content/applications/hr.rst:5
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msgid "Human resources"
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msgstr ""
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#: ../../content/applications/hr/attendances.rst:8
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msgid "Attendances"
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msgstr ""
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#: ../../content/applications/hr/attendances.rst:10
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msgid "**Odoo Attendances** functions as a time clock. Employees check in and check out of work, while managers can see who is available at any given time."
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msgstr ""
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#: ../../content/applications/hr/attendances.rst:14
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msgid "`Odoo Tutorials: Attendances <https://www.odoo.com/slides/slide/attendances-684>`_"
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msgstr ""
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#: ../../content/applications/hr/attendances/hardware.rst:3
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msgid "Hardware"
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msgstr ""
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#: ../../content/applications/hr/attendances/hardware.rst:6
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msgid "Kiosk management"
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msgstr ""
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#: ../../content/applications/hr/attendances/hardware.rst:8
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msgid "A kiosk is a self-service station that allows employees to check in and check out for work shifts."
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msgstr ""
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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 ""
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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 ""
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#: ../../content/applications/hr/attendances/hardware.rst:14
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msgid "Running a kiosk in a web browser is the cheapest and most flexible option. You can print employee badges with any thermal or inkjet printer compatible with your web browser."
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msgstr ""
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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 ""
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#: ../../content/applications/hr/attendances/hardware.rst:19
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msgid "Tablets and mobile phones take up much less space, and their touchscreens are easy to use. Consider putting them in a secure stand at the front desk or mounting them securely on a wall."
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msgstr ""
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#: ../../content/applications/hr/attendances/hardware.rst:23
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msgid "We recommend using an iPad together with the `Heckler Design WindFall Stand <https://hecklerdesign.com/products/windfall-stand-for-ipad>`_"
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msgstr ""
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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 ""
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#: ../../content/applications/hr/attendances/hardware.rst:29
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msgid "Employees can scan personal RFID key fobs with an RFID reader to manage check-ins and check-outs quickly and easily."
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msgstr ""
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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 ""
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#: ../../content/applications/hr/attendances/hardware.rst:38
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msgid "We recommend using the `Neuftech USB RFID Reader <https://neuftech.net/Neuftech-USB-RFID-Reader-ID-Kartenleseger%C3%A4t-Kartenleser-Kontaktlos-Card-Reader-f%C3%BCr-EM4100>`_."
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msgstr ""
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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 ""
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#: ../../content/applications/hr/attendances/hardware.rst:44
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msgid "Barcode scanners"
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msgstr ""
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#: ../../content/applications/hr/attendances/hardware.rst:46
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msgid "Employees can scan the barcode on their employee badges to manage check-ins and check-outs quickly and easily. The kiosk mode works with most USB barcode scanners connected directly to a computer. Bluetooth barcode scanners are also supported natively."
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msgstr ""
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#: ../../content/applications/hr/attendances/hardware.rst:51
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msgid "We recommend using the `Honeywell product line <https://sps.honeywell.com/us/en/products/productivity/barcode-scanners>`_. If the barcode scanner is connected directly to a computer, it must be configured to use the computer's keyboard layout."
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msgstr ""
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#: ../../content/applications/hr/employees.rst:7
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msgid "Employees"
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msgstr ""
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#: ../../content/applications/hr/employees.rst:9
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msgid "Odoo *Employees* organizes a company's employee records, contracts, and departments."
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:3
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msgid "Add a new employee"
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:5
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msgid "When a new employee is hired, the first step is to create a new employee form. Starting in the :menuselection:`Employees` app default view, click the :guilabel:`Create` button to access a new employee form. Fill out the required information (underlined in bold) and any additional details, then click :guilabel:`Save`."
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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 card."
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:15
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msgid "The current company phone number and name is populated in the :guilabel:`Work Phone` and :guilabel:`Company` fields."
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:19
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msgid "General information"
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:22
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msgid "Required fields"
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:24
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msgid ":guilabel:`Name`: Enter the employee's name."
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:25
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msgid ":guilabel:`Company`: Select the company from the drop-down menu that the new employee is hired by, or create a new company by typing the name in the field."
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:27
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msgid ":guilabel:`Working Hours`: In the :guilabel:`Work Information` tab, select the desired :guilabel:`Working Hours` from the drop-down menu."
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:-1
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msgid "Working Hours are located in the Work Information tab."
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:35
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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."
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:38
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msgid "Each individual working time is company-specific, so for multi-company databases, each company needs to have its own working hours set."
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:41
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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."
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:46
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msgid "After the new working time is created, set the working hours for the employee."
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:49
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msgid "Optional fields"
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:51
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msgid ":guilabel:`Photo`: In the top right image box of the employee card, click on 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:53
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msgid ":guilabel:`Job Position`: Enter the employee's job position title."
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:54
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msgid "Tags: Click on a tag in the drop-down menu to add any tags applicable to the employee. Any tag can be created in this field by typing it in. Once created, the new tag is available for all employee cards. There is no 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:57
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msgid "Work Contact Information: Enter the employees :guilabel:`Work Mobile`, :guilabel:`Work Phone`, :guilabel:`Work Email`, and/or :guilabel:`Company` name."
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:59
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msgid ":guilabel:`Department`: Select the employee's department from the drop-down menu."
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:60
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msgid ":guilabel:`Manager`: Select the employee's manager from the drop-down menu."
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:61
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msgid ":guilabel:`Coach`: Select the employee's coach from the drop-down menu."
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:64
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msgid "After a :guilabel:`Manager` is selected, if the :guilabel:`Coach` field is blank, the selected manager automatically populates the :guilabel:`Coach` field."
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:68
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msgid "To make edits to the selected :guilabel:`Department`, :guilabel:`Manager`, :guilabel:`Coach`, or :guilabel:`Company`, click the :guilabel:`External Link` button next to the respective selection. The :guilabel:`External Link` button opens the selected form, allowing for modifications. Click :guilabel:`Save` after any edits are made."
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:74
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msgid "Additional information tabs"
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:77
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msgid "Resumé tab"
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:80
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msgid "Resumé"
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:82
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msgid "Next, the employee's work history is entered in the :guilabel:`Resumé` tab. Each previous experience must be entered individually. Click :guilabel:`Create a New Entry`, and the :guilabel:`Create Resumé lines` form appears. Enter the following information, then 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 line."
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:-1
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msgid "Add information for the previous work experience in this form."
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:92
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msgid ":guilabel:`Name`: Type in the name of the previous work experience."
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:93
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msgid ":guilabel:`Type`: From the drop-down menu, select either :guilabel:`Experience`, :guilabel:`Education`, :guilabel:`Internal Certification`, :guilabel:`Internal Training`, or type in a new entry."
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:96
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msgid ":guilabel:`Display Type`: Select either :guilabel:`Classic`, :guilabel:`Certification`, or :guilabel:`Course` from the drop-down menu."
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:98
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msgid ":guilabel:`Date Start` and :guilabel:`Date End`: Enter the start and end dates for the work experience. To select a date, use the :guilabel:`< (left)` and :guilabel:`> (right)` arrow icons to scroll to the desired month, then click on the day to select it."
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:101
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msgid ":guilabel:`Description`: Enter any relevant details in the field."
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:104
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msgid "Skills"
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:106
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msgid "An employee's skills can be entered in the :guilabel:`Resumé` tab in the same manner a resumé line is created. Click the :guilabel:`Create a New Entry` button under :guilabel:`Skills` and a :guilabel:`Create Skills` form appears. Fill in the information, then 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 immediately create a new entry."
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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 skill for the employee."
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:116
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msgid ":guilabel:`Skill Type`: Select from the drop-down menu either :guilabel:`Languages`, :guilabel:`Dev`, :guilabel:`Music`, :guilabel:`Marketing`, or type in a new skill type. After entering the new skill type, an option to :guilabel:`Create` the skill or :guilabel:`Create and Edit` the skill appears. Click :guilabel:`Create and Edit`, and a pop-up for the specific skill type appears. This can also be accessed with the :guilabel:`External Link` button next to the new skill. This form allows for the creation of specific skills and levels. Click :guilabel:`Add a line` and enter the information for the new skill, then repeat for all other added skills. Repeat this process for the :guilabel:`Levels` section. Click :guilabel:`Add a line` to add each level and progress."
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:0
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msgid "Add a new skill and levels."
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:131
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msgid "To add a math skill set, enter `Math` in the :guilabel:`Name` field. In the :guilabel:`Skills` field, enter `Algebra`, `Calculus`, and `Trigonometry`. And, in the :guilabel:`Levels` field enter `beginner`, `intermediate`, and `expert`. Then, either click :guilabel:`Save & Close` or :guilabel:`Save & New`."
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:136
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msgid ":guilabel:`Skill`: The corresponding skills associated with the 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 one."
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:140
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msgid ":guilabel:`Skill Level`: Pre-defined skill levels associated with the selected :guilabel:`Skill Type` appear in a drop-down menu. Select a level or create a new skill level by typing it in."
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:142
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msgid ":guilabel:`Progress`: Progress is automatically selected based on the selected :guilabel:`Skill Level`. Skill levels and progress can be modified in the :guilabel:`Skill Type` pop-up form, which is accessed via the :guilabel:`External Link` button next to :guilabel:`Skill Type` field."
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:146
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msgid "To delete any line from the :guilabel:`Resumé` tab, click the :guilabel:`🗑️ (trash can)` delete icon to delete the entry. Add a new line by clicking the :guilabel:`ADD` button next to the corresponding section."
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:151
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msgid "Work information tab"
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:153
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msgid ":guilabel:`Location`: Select the :guilabel:`Work Address` from the drop-down menu. The :guilabel:`External Link` button opens up the selected company form in a window, and allows for editing. The :guilabel:`Work Location` is where any specific location details should be noted, such as a floor, or building."
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:157
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msgid ":guilabel:`Approvers`: Using the drop-down menus, select the employees responsible for approving :guilabel:`Time Off`, :guilabel:`Expenses`, and :guilabel:`Timesheets` for the employee. The :guilabel:`External Link` button opens a form with the approver's :guilabel:`Name`, :guilabel:`Email Address`, :guilabel:`Company`, :guilabel:`Phone`, and :guilabel:`Mobile` fields. These can be modified, if needed. Click :guilabel:`Save` after making any edits."
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:162
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msgid ":guilabel:`Schedule`: Select the :guilabel:`Working Hours` (required) and :guilabel:`Timezone` for the employee. The :guilabel:`External Link` button opens up a detailed view of the specific daily working hours. Working hours can be created, modified, or deleted here. Global time off (such as holidays) can be entered in the :guilabel:`Global Time Off` tab. Click :guilabel:`Add a line` to add a new global time off."
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:167
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msgid ":guilabel:`Planning`: Click on a planning role from the drop-down menu for both the :guilabel:`Default Planning Role` and the :guilabel:`Planning Roles` fields to add a role. There is no limit to the amount of :guilabel:`Planning Roles` that can be selected for an employee, but there can only be one :guilabel:`Default Planning Role`. The default is the *typical* role that the employee performs, where the :guilabel:`Planning Roles` are *all* the specific roles the employee is able to perform."
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:0
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msgid "Add the work information to the Work Information tab."
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:179
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msgid "Private information tab"
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:181
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msgid "No information in the :guilabel:`Private Information` tab is required, 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."
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:186
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msgid "Here, the employee's :guilabel:`Private Contact`, :guilabel:`Marital Status`, :guilabel:`Emergency Contact`, :guilabel:`Education`, :guilabel:`Citizenship`, :guilabel:`Dependant`, and :guilabel:`Work Permit` information is entered. Fields are entered either using a drop-down menu, clicking a check box, or typing in the information."
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:191
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msgid ":guilabel:`Private Contact`: Enter the :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:`External Link` button to open the address form. On the address form, enter the necessary details, then click :guilabel:`Save`. Some other information in the :guilabel:`Private Contact` section may auto-populate, if the address is already listed in the drop-down menu."
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:197
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msgid ":guilabel:`Marital Status`: Select either :guilabel:`Single`, :guilabel:`Married`, :guilabel:`Legal Cohabitant`, :guilabel:`Widower`, or :guilabel:`Divorced` from the drop-down menu."
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:200
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msgid ":guilabel:`Emergency Contact`: Type in the name and phone number of the employee's emergency contact."
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:202
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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."
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:206
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msgid ":guilabel:`Citizenship`: This section houses all the information relevant to the citizenship of the employee. Some selections use a drop-down menu, as does the :guilabel:`Nationality (Country)`, :guilabel:`Gender`, and :guilabel:`Country of Birth` sections. The :guilabel:`Date of Birth` uses a calendar module 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`, :guilabel:`Passport No`, and :guilabel:`Place of Birth` fields. If the employee is :guilabel:`Disabled` or a :guilabel:`Nonresident`, click the check box next to the respective fields."
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:216
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msgid ":guilabel:`Dependant`: If the employee has any dependants, that information is entered here. Type in the number of children the employee has, and check the boxes next to :guilabel:`Disabled Children` and/or :guilabel:`Other Dependent People` if applicable."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:219
|
|
msgid ":guilabel:`Work Permit`: If the employee has a work permit, enter the information in this section. Type in the :guilabel:`Visa No` and/or :guilabel:`Work Permit No` in the corresponding fields. Using the calendar module, select the :guilabel:`Visa Expire Date` to enter the expiration date."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:-1
|
|
msgid "Add the private information to the Private Information tab."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:228
|
|
msgid "HR settings tab"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:230
|
|
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 ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:234
|
|
msgid ":guilabel:`Status`: If applicable, select a :guilabel:`Related User`, :guilabel:`Job Position`, and :guilabel:`Language` with the drop-down menus. Type in the :guilabel:`Registration Number of the Employee`, and the :guilabel:`NIF Country Code` if available."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:237
|
|
msgid ":guilabel:`Fleet`: If the employee has access to a company car, enter the :guilabel:`Mobility Card` information here."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:239
|
|
msgid ":guilabel:`Timesheets`: Enter the employee's cost per hour in a $XX.XX format. This is factored in when the employee is working at a work center. This value affects the employee's pay, and may also affect manufacturing costs for a product, if the value of the manufactured product is not a fixed amount."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:243
|
|
msgid ":guilabel:`Attendance`: This section may only appear for Belgian companies. Enter the :guilabel:`INSZ or BIS` number if applicable. :guilabel:`Badge ID` and a :guilabel:`PIN Code` can be entered here, if the employee needs/has one. Click :guilabel:`Generate` next to the :guilabel:`Badge ID` to create a badge ID."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:-1
|
|
msgid "Enter any information prompted in the HR Settings tab for the employee."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:253
|
|
msgid "Personal documents tab"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:255
|
|
msgid "The :guilabel:`Personal Documents` tab is only displayed for certain countries. If this tab is not visible, it is not applicable to the company's location."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:258
|
|
msgid "Add a file for the employee's :guilabel:`ID Card Copy`, :guilabel:`Driving License`, :guilabel:`Mobile Subscription Invoice`, :guilabel:`SIM Card Copy`, and :guilabel:`Internet Subscription Invoice` by clicking the :guilabel:`Upload Your File` button next to the corresponding field. File types that can be accepted are :file:`.jpg`, :file:`.png`, and :file:`.pdf`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:-1
|
|
msgid "Upload personal documents for the employee in the Personal Documents tab, either a jpg,\n"
|
|
"png, or pdf."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:3
|
|
msgid "Payroll"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:5
|
|
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 ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:9
|
|
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 ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:15
|
|
msgid "Settings"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:17
|
|
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 ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:20
|
|
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 ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:-1
|
|
msgid "Settings available for Payroll."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:29
|
|
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 ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:35
|
|
msgid "Work entries"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:37
|
|
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 ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:42
|
|
msgid "Work entry types"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:44
|
|
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 ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:49
|
|
msgid "To view the current work entry types available, go to :menuselection:`Payroll --> Configuration --> Work Entry Types`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:52
|
|
msgid "Each work entry type has a code to aid in the creation of payslips, and ensure all taxes and fees are correctly entered."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:-1
|
|
msgid "List of all work entry types currently available."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:60
|
|
msgid "New work entry type"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:62
|
|
msgid "To create a new work entry type, click the :guilabel:`Create` button. Enter the information on the form:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:65
|
|
msgid ":guilabel:`Work Entry Type Name`: The name should be short and descriptive, such as `Sick Time` or `Public Holiday`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:67
|
|
msgid ":guilabel:`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:70
|
|
msgid ":guilabel:`Sequence`: The sequence determines the order that the work entry is computed in the payslip list."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:72
|
|
msgid "Check boxes: If any of the items in the list applies to the work entry, check off the box by clicking it. If :guilabel:`Time Off` is checked off, a :guilabel:`Time Off Type` field appears. This field has a drop-down menu to select the specific type of time off, or a new type of time off can be entered."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:-1
|
|
msgid "New work entry type form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:81
|
|
msgid ":guilabel:`Rounding`: The rounding method determines how timesheet entries are displayed on the payslip."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:84
|
|
msgid ":guilabel:`No Rounding`: A timesheet entry is not modified."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:85
|
|
msgid ":guilabel:`Half Day`: A timesheet entry is rounded to the closest half day amount."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:86
|
|
msgid ":guilabel:`Day`: A timesheet entry is rounded to the closest full day amount."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:89
|
|
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 ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:95
|
|
msgid "Working times"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:97
|
|
msgid "To view the currently configured working times, go to :menuselection:`Payroll --> Configuration --> Working Times`. The working times that are available for an employee's contracts and work entries are found in this list."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:101
|
|
msgid "Working times are company-specific. Each company must identify each type of working time they use. For example, an Odoo database containing multiple companies that use a standard 40-hour work week needs to have a separate working time entry for each company that uses the 40-hour standard work week."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:-1
|
|
msgid "All working times currently set up in the database."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:111
|
|
msgid "New working time"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:113
|
|
msgid "To create a new working time, click the :guilabel:`Create` button. Enter the information on the form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:-1
|
|
msgid "New working type form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:120
|
|
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 ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:124
|
|
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 ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:130
|
|
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 ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:133
|
|
msgid "If the working time should be in a two-week configuration, click the :guilabel:`Switch To 2 Week Calendar` button. This creates entries for an :guilabel:`Even week` and an :guilabel:`Odd week`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:137
|
|
msgid "Salary"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:142
|
|
msgid "Structure types"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:144
|
|
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 ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:150
|
|
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 ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:156
|
|
msgid "The different structure types can be seen by going to :menuselection:`Payroll --> Configuration --> Structure Types`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:159
|
|
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 ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:-1
|
|
msgid "List of all structure types."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:167
|
|
msgid "Click the :guilabel:`Create` button to make a new structure type. Most fields are pre-populated, but all fields can be edited. Once the fields are edited, click the :guilabel:`Save` button to save the changes, or click :guilabel:`Discard` to delete the entry."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:-1
|
|
msgid "New structure type box."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:176
|
|
msgid "Structures"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:178
|
|
msgid "*Salary structures* are the different ways an employee gets paid within a specific *structure*, and are specifically defined by various rules."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:181
|
|
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 ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:185
|
|
msgid "To view all the various structures for each structure type, go to :menuselection:`Payroll --> Configuration --> Structures`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:-1
|
|
msgid "All available salary structures."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:192
|
|
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 ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:195
|
|
msgid "Click on a structure to view its :guilabel:`Salary Rules`. These rules are what calculate the payslip for the employee."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:-1
|
|
msgid "Salary structure details for Regular Pay."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:203
|
|
msgid "Rules"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:205
|
|
msgid "Each structure has a set of *salary rules* to follow for accounting purposes. These rules are configured by the localization, and affect 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:209
|
|
msgid "To view all the rules, go to :menuselection:`Payroll app --> Configuration --> Rules`. Click on a structure (such as :guilabel:`Regular Pay`) to view all the rules."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:-1
|
|
msgid "Rules for each salary structure type."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:216
|
|
msgid "To make a new rule, click :guilabel:`Create`. A new rule form appears. Enter the information in the fields, then click :guilabel:`Save`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:-1
|
|
msgid "Enter the information for the new rule."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:223
|
|
msgid "The required fields for a rule are:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:225
|
|
msgid ":guilabel:`Name`: Enter a name for the rule."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:226
|
|
msgid ":guilabel:`Category`: Select a category the rule applies to from the drop-down menu, or enter a new one."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:228
|
|
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 as this will affect them."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:230
|
|
msgid ":guilabel:`Salary Structure`: Select a salary structure the rule applies to from the drop-down menu, or enter a new one."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:232
|
|
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 ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:236
|
|
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 ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:242
|
|
msgid "Rule parameters"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:245
|
|
msgid "Currently, the :guilabel:`Rule Parameters` feature found inside the :menuselection:`Payroll app --> Configuration` 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:250
|
|
msgid "Other input types"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:252
|
|
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 --> Other Input Types`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:-1
|
|
msgid "Other input types for payroll."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:260
|
|
msgid "To create a new input type, click the :guilabel:`Create` button. Enter the :guilabel:`Description`, the :guilabel:`Code`, and which structure it applies to in the :guilabel:`Availability in Structure` field. Click the :guilabel:`Save` button to save the changes, or click :guilabel:`Discard` to delete the entry."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:-1
|
|
msgid "Create a new Input Type."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:270
|
|
msgid "Salary package configurator"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:272
|
|
msgid "The various options under the :guilabel:`Salary Package Configurator` section of the :menuselection:`Payroll --> Configuration` menu all affect an employee's potential salary. These sections (:guilabel:`Advantages`, :guilabel:`Personal Info`, and :guilabel:`Resume`) specify what benefits can be offered to an employee in their salary package."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:277
|
|
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 ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:283
|
|
msgid "Advantages"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:285
|
|
msgid "When offering potential employees a position, there can be certain *advantages* set in Odoo in addition to the salary to make the offer more appealing (such as extra time off, access to a company car, reimbursement for a phone or internet, etc.)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:289
|
|
msgid "To see the advantages, go to :menuselection:`Payroll --> Configuration --> Advantages`. Advantages are grouped by :guilabel:`Structure type`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:-1
|
|
msgid "Settings available for payroll."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:296
|
|
msgid "To make a new advantage, click the :guilabel:`Create` button. Enter the information in the fields, then click the :guilabel:`Save` button to save the changes, or click :guilabel:`Discard` to delete the entry."
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msgstr ""
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#: ../../content/applications/hr/payroll.rst:-1
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msgid "List of advantages employee's can have."
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msgstr ""
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#: ../../content/applications/hr/payroll.rst:304
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msgid "The required fields for an advantage are:"
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msgstr ""
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#: ../../content/applications/hr/payroll.rst:306
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msgid ":guilabel:`Name`: Enter the name for the advantage."
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msgstr ""
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#: ../../content/applications/hr/payroll.rst:307
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msgid ":guilabel:`Advantage Field`: Select from the drop-down menu what field in the payslip this advantage appears under."
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msgstr ""
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#: ../../content/applications/hr/payroll.rst:309
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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`."
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msgstr ""
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#: ../../content/applications/hr/payroll.rst:312
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msgid ":guilabel:`Salary Structure Type`: Select from the drop-down menu which salary structure type this advantage applies to."
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msgstr ""
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#: ../../content/applications/hr/payroll.rst:316
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msgid "Personal info"
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msgstr ""
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#: ../../content/applications/hr/payroll.rst:318
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msgid "Every employee in Odoo has an *employee card* that includes all of their personal information, resume, work information, and documents. To view an employee's card, go to the main :menuselection:`Payroll` app dashboard, and click on the employee's card, or go to :menuselection:`Payroll --> Employees --> Employees` and click on the employee's card. Employee cards can also be viewed by going to the :menuselection:`Employees` app."
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msgstr ""
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#: ../../content/applications/hr/payroll.rst:325
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msgid "An employee card can be thought of as an employee personnel file."
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msgstr ""
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#: ../../content/applications/hr/payroll.rst:327
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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 --> Personal Info`."
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msgstr ""
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#: ../../content/applications/hr/payroll.rst:-1
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msgid "Personal information that appear on employee cards to enter."
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msgstr ""
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#: ../../content/applications/hr/payroll.rst:335
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msgid "To edit an entry, select it from the list. Then, click the :guilabel:`Edit` button, and modify the entry. When done, click :guilabel:`Save` or :guilabel:`Discard` to save the information or cancel the edits."
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msgstr ""
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#: ../../content/applications/hr/payroll.rst:-1
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msgid "New personal information entry."
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msgstr ""
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#: ../../content/applications/hr/payroll.rst:343
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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."
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msgstr ""
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#: ../../content/applications/hr/payroll.rst:347
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msgid "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."
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msgstr ""
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#: ../../content/applications/hr/payroll.rst:351
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msgid "Once the information is entered, click the :guilabel:`Save` button to save the entry."
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msgstr ""
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#: ../../content/applications/hr/payroll.rst:354
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msgid "Resume"
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msgstr ""
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#: ../../content/applications/hr/payroll.rst:357
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msgid "Currently, the :guilabel:`Resume` feature found inside the :menuselection:`Payroll app --> Configuration` 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."
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msgstr ""
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