3237 lines
120 KiB
Plaintext
3237 lines
120 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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# Vacaru Adrian <adrian.vacaru@gmail.com>, 2023
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# Hongu Cosmin <cosmin513@gmail.com>, 2023
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# Cozmin Candea <office@terrabit.ro>, 2023
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# Dorin Hongu <dhongu@gmail.com>, 2023
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# Martin Trigaux, 2023
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# Foldi Robert <foldirobert@nexterp.ro>, 2023
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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: 2023-12-19 09:43+0000\n"
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"PO-Revision-Date: 2023-05-22 07:33+0000\n"
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"Last-Translator: Foldi Robert <foldirobert@nexterp.ro>, 2023\n"
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"Language-Team: Romanian (https://app.transifex.com/odoo/teams/41243/ro/)\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: ro\n"
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"Plural-Forms: nplurals=3; plural=(n==1?0:(((n%100>19)||((n%100==0)&&(n!=0)))?2:1));\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 "Prezențe"
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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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#: ../../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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#: ../../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 ""
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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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#: ../../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 ""
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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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#: ../../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 ""
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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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#: ../../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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#: ../../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 ""
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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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#: ../../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 ""
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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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#: ../../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 ""
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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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#: ../../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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#: ../../content/applications/hr/employees.rst:7
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msgid "Employees"
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msgstr "Angajați"
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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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#: ../../content/applications/hr/employees/new_employee.rst:3
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msgid "Add a new employee"
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msgstr "Adăugare angajat nou"
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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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"form. Starting in the :menuselection:`Employees` app dashboard, click the "
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":guilabel:`Create` button to create a new employee form. Fill out the "
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"required information (underlined in bold) and any additional details, then "
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"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 ""
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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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#: ../../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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#: ../../content/applications/hr/payroll/contracts.rst:39
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#: ../../content/applications/hr/payroll/payslips.rst:51
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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 ""
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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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#: ../../content/applications/hr/employees/new_employee.rst:33
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#: ../../content/applications/hr/payroll/contracts.rst:66
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#: ../../content/applications/hr/payroll/payslips.rst:91
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msgid "Optional fields"
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:35
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msgid ""
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":guilabel:`Photo`: In the top right image box of the employee card, 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:37
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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:38
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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 cards. There is no limit "
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"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:41
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msgid ""
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"Work Contact Information: Enter the employees :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:43
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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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#: ../../content/applications/hr/employees/new_employee.rst:44
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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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#: ../../content/applications/hr/employees/new_employee.rst:45
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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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#: ../../content/applications/hr/employees/new_employee.rst:48
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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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#: ../../content/applications/hr/employees/new_employee.rst:52
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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:`External "
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"Link` button next to the respective selection. The :guilabel:`External Link`"
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" button 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:58
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msgid "Additional information tabs"
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:61
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msgid "Resumé tab"
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:64
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msgid "Resumé"
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:66
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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. Click :guilabel:`Create a New "
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"Entry`, and the :guilabel:`Create Resumé lines` form appears. 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 "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:74
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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:75
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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:`Internal "
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"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:78
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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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#: ../../content/applications/hr/employees/new_employee.rst:80
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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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#: ../../content/applications/hr/employees/new_employee.rst:83
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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:85
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msgid ""
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"Once all the information is entered, click the :guilabel:`Save & Close` "
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"button if there is only one entry to add, or click the :guilabel:`Save & "
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"New` button to save the current entry and create another resumé line."
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:90
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msgid ""
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"After the new employee form is saved, the current position and company is "
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"automatically added to the :guilabel:`Resumé` tab as :guilabel:`Experience`,"
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" with the end date listed as :guilabel:`Current`."
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:95
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msgid "Skills"
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msgstr "Aptitudini"
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#: ../../content/applications/hr/employees/new_employee.rst:97
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msgid ""
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"An employee's skills can be entered in the :guilabel:`Resumé` tab in the "
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"same manner a resumé line is created. Click the :guilabel:`Create a New "
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"Entry` button under :guilabel:`Skills` and a :guilabel:`Create Skills` form "
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"appears. Fill in the information on the form."
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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:105
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msgid ""
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":guilabel:`Skill Type`: Select a :ref:`skill type <employees/skill-types>` "
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"by clicking the radio button next to the skill type."
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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:`Skill`: The corresponding skills associated with the selected "
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":guilabel:`Skill Type` appear in a drop-down menu. For example, selecting "
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":guilabel:`Language` as the :guilabel:`Skill Type` presents a variety of "
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"languages to select from under the :guilabel:`Skills` field. Select the "
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"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:111
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msgid ""
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":guilabel:`Skill Level`: Pre-defined skill levels associated with the "
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"selected :guilabel:`Skill Type` appear in a drop-down menu. Select a skill "
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"level, then the progress bar automatically displays the pre-defined progress"
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" for that skill level. Skill levels and progress can be modified in the "
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":guilabel:`Skill Level` pop-up form, which is accessed via the "
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":guilabel:`External Link` button next to :guilabel:`Skill Level` field."
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:117
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msgid ""
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"Once all the information is entered, click the :guilabel:`Save & Close` "
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"button if there is only one entry to add, or click the :guilabel:`Save & "
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"New` button to save the current entry and create another skill."
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:121
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msgid ""
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"To delete any line from the :guilabel:`Resumé` tab, click the :guilabel:`🗑️ "
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"(trash can)` icon to delete the entry. Add a new line by clicking the "
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":guilabel:`Add` button next to the corresponding section."
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:128
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msgid "Skill types"
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:130
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msgid ""
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"In order to add a skill to an employee's form, the :guilabel:`Skill Types` "
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"must be configured. Go to :menuselection:`Employees app --> Configuration "
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"--> Skill Types` to view the currently configured skill types and create new"
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" skill types. Click :guilabel:`Create` and a new :guilabel:`Skill Type` form"
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" appears. Fill out all the details and then click :guilabel:`Save`. Repeat "
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"this for all the skill types needed."
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:136
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msgid ""
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":guilabel:`Skill Type`: Enter the name of the skill type. This should be "
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"somewhat generic, since the specific skills listed will be housed under this"
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" category."
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:138
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msgid ""
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":guilabel:`Skills`: Click :guilabel:`Add a line` and enter the information "
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"for the new skill, then repeat for all other needed skills."
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:140
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msgid ""
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":guilabel:`Levels`: Click :guilabel:`Add a line` and a :guilabel:`Create "
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"Levels` form appears. Enter the name of the level, and assign a percentage "
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"(0-100) for that level. Click :guilabel:`Save & New` to save the entry and "
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"add another level, or click :guilabel:`Save & Close` to save the level and "
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"close the form."
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:146
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msgid ""
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"To add a math skill set, enter `Math` in the :guilabel:`Name` field. Next, "
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"in the :guilabel:`Skills` field, enter `Algebra`, `Calculus`, and "
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"`Trigonometry`. Last, in the :guilabel:`Levels` field enter `Beginner`, "
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"`Intermediate`, and `Expert`, with the :guilabel:`Progress` listed as `25`, "
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"`50`, and `100`, respectively. Then, either click :guilabel:`Save & Close` "
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"or :guilabel:`Save & New`."
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:0
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msgid "Add new math skills and levels with the skill types form."
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:157
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msgid "Work information tab"
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:159
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msgid ""
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"The :guilabel:`Work Information` tab is where the employee's specific job "
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"related information is housed. Their working schedule, various roles, who "
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"approves their specific requests (time off, timesheets, and expenses), and "
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"specific work location details are listed here. Enter the following "
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"information for the new employee."
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msgstr ""
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#: ../../content/applications/hr/employees/new_employee.rst:164
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msgid ""
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":guilabel:`Location`: Select the :guilabel:`Work Address` and "
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":guilabel:`Work Location` from the corresponding drop-down menus. The work "
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"address :guilabel:`External Link` button opens up the selected company form "
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"in a window, and allows for editing. The :guilabel:`Work Location` is the "
|
|
"specific location details, such as a floor or building. If a new work "
|
|
"location is needed, add the location by typing it in the field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:169
|
|
msgid ""
|
|
":guilabel:`Approvers`: Using the drop-down menus, select the users "
|
|
"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."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:174
|
|
msgid ""
|
|
":guilabel:`Schedule`: Select the :guilabel:`Working Hours` and "
|
|
":guilabel:`Timezone` (both required) for the employee. The "
|
|
":guilabel:`External Link` button opens up a detailed view of the specific "
|
|
"daily working hours. Working hours can be modified or deleted here. Click "
|
|
":guilabel:`Save` to save any changes."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:178
|
|
msgid ""
|
|
":guilabel:`Planning`: The :guilabel:`Planning` section affects the "
|
|
"*Planning* app, and will only appear if the *Planning* app is installed. "
|
|
"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."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:0
|
|
msgid "Add the work information to the Work Information tab."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:191
|
|
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:196
|
|
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:199
|
|
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:201
|
|
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:206
|
|
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 ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:209
|
|
msgid ""
|
|
"Each individual working time is company-specific, so for multi-company "
|
|
"databases, each company needs to have its own working hours set."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:212
|
|
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 ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:217
|
|
msgid ""
|
|
"After the new working time is created, set the working hours for the "
|
|
"employee."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:220
|
|
msgid "Private information tab"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:222
|
|
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."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:227
|
|
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."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:232
|
|
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:`External Link` button to open the "
|
|
"address form. On the address form, enter the necessary details, then click "
|
|
":guilabel:`Save`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:238
|
|
msgid ""
|
|
"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:241
|
|
msgid ""
|
|
"Next, enter the employee's :guilabel:`Email` address and :guilabel:`Phone` "
|
|
"number in the corresponding fields."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:244
|
|
msgid ""
|
|
"Select the employee's preferred :guilabel:`Language` from the drop-down "
|
|
"menu."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:246
|
|
msgid ""
|
|
"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` for "
|
|
"appears. Fill in the information, then click :guilabel:`Save`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:251
|
|
msgid ""
|
|
"Finally, enter the :guilabel:`Home-Work Distance` in the field. This field "
|
|
"is only necessary if the employee is receiving any type of commuter "
|
|
"benefits."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:254
|
|
msgid ""
|
|
":guilabel:`Marital Status`: Select either :guilabel:`Single`, "
|
|
":guilabel:`Married`, :guilabel:`Legal Cohabitant`, :guilabel:`Widower`, or "
|
|
":guilabel:`Divorced` from the drop-down menu."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:257
|
|
msgid ""
|
|
":guilabel:`Emergency`: Type in the name and phone number of the employee's "
|
|
"emergency contact."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:258
|
|
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 ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:262
|
|
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."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:270
|
|
msgid ""
|
|
":guilabel:`Dependant`: If the employee has any children, enter the "
|
|
":guilabel:`Number of Children` in the field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:272
|
|
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` 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-1
|
|
msgid "Add the private information to the Private Information tab."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:284
|
|
msgid "HR settings tab"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:286
|
|
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:290
|
|
msgid ""
|
|
":guilabel:`Status`: Select an :guilabel:`Employee Type` and, if applicable, "
|
|
"a :ref:`Related User <employees/related-user>`, with the drop-down menus."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:292
|
|
msgid ""
|
|
":guilabel:`Payroll`: Select the :guilabel:`Current Contract` and "
|
|
":guilabel:`Job Position` from the drop-down menus. If applicable, enter the "
|
|
":guilabel:`Registration Number` in this section."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:294
|
|
msgid ""
|
|
":guilabel:`Previous Employer`: This section appears only for Belgian "
|
|
"companies, and will not be visible for other locations. These are days that "
|
|
"will be paid to the new employee. Enter any :guilabel:`Simple Holiday Pay to"
|
|
" Recover`, :guilabel:`Number of Days to recover`, and :guilabel:`Recovered "
|
|
"Simple Holiday Pay` from a previous employer, for both N and N-1 categories."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:298
|
|
msgid ""
|
|
":guilabel:`Previous Occupations`: This section appears ony for Belgian "
|
|
"companies, and will not be visible for other locations. Click :guilabel:`Add"
|
|
" a line` to enter information for each previous occupation. Enter the number"
|
|
" of :guilabel:`Months`, the :guilabel:`Amount`, and the "
|
|
":guilabel:`Occupational Rate` in the corresponding fields. Click the "
|
|
":guilabel:`🗑️ (trash can)` icon to delete a line."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:303
|
|
msgid ""
|
|
":guilabel:`Attendance/Point of Sale`: The employee's :guilabel:`Badge ID` "
|
|
"and :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:306
|
|
msgid ""
|
|
":guilabel:`Application Settings`: If applicable, enter the :guilabel:`Fleet "
|
|
"Mobility Card` number. Enter the employee's cost per hour 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."
|
|
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:319
|
|
msgid ""
|
|
"Employees do not also need to be users. An employee does **not** count "
|
|
"towards billing, while *Users* **do** count towards billing. If the new "
|
|
"employee should also be a user, the user must be created."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:323
|
|
msgid ""
|
|
"In the :guilabel:`Related User` field, type in the name of the user to add, "
|
|
"then click :guilabel:`Create and Edit...`. A :guilabel:`Create: Related "
|
|
"User` form appears. Type in the :guilabel:`Name`, :guilabel:`Email Address`,"
|
|
" and then select the :guilabel:`Company` from the drop-down menu. Click "
|
|
":guilabel:`Save` after the information is entered. Once the record is saved,"
|
|
" the new user appears in the :guilabel:`Related User` field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:330
|
|
msgid "Documents"
|
|
msgstr "Documente"
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:332
|
|
msgid ""
|
|
"All documents associated with an employee are stored in the *Documents* app."
|
|
" The number of documents associated with the employee appear in the "
|
|
":guilabel:`Documents` smart button on the employee form. Click on the smart "
|
|
"button, and all the documents appear. For more information on the "
|
|
"*Documents* app, refer to the :doc:`Documents documentation "
|
|
"</applications/finance/documents>`."
|
|
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/payroll.rst:5
|
|
msgid "Payroll"
|
|
msgstr "Stat de plată"
|
|
|
|
#: ../../content/applications/hr/payroll.rst:7
|
|
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:11
|
|
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:17
|
|
msgid "Settings"
|
|
msgstr "Setări"
|
|
|
|
#: ../../content/applications/hr/payroll.rst:19
|
|
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:22
|
|
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:31
|
|
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:39
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:3
|
|
msgid "Work entries"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:41
|
|
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:46
|
|
msgid ":doc:`Manage work entries <payroll/work_entries>`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:49
|
|
msgid "Work entry types"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:51
|
|
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:56
|
|
msgid ""
|
|
"To view the current work entry types available, go to "
|
|
":menuselection:`Payroll --> Configuration --> Work Entry Types`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:59
|
|
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:67
|
|
msgid "New work entry type"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:69
|
|
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:72
|
|
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:74
|
|
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:77
|
|
msgid ""
|
|
":guilabel:`Sequence`: The sequence determines the order that the work entry "
|
|
"is computed in the payslip list."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:79
|
|
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:88
|
|
msgid ""
|
|
":guilabel:`Rounding`: The rounding method determines how timesheet entries "
|
|
"are displayed on the payslip."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:91
|
|
msgid ":guilabel:`No Rounding`: A timesheet entry is not modified."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:92
|
|
msgid ""
|
|
":guilabel:`Half Day`: A timesheet entry is rounded to the closest half day "
|
|
"amount."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:93
|
|
msgid ""
|
|
":guilabel:`Day`: A timesheet entry is rounded to the closest full day "
|
|
"amount."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:96
|
|
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:102
|
|
msgid "Working times"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:104
|
|
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:108
|
|
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:118
|
|
msgid "New working time"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:120
|
|
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:127
|
|
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:131
|
|
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:137
|
|
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:140
|
|
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:144
|
|
msgid "Salary"
|
|
msgstr "Salariu"
|
|
|
|
#: ../../content/applications/hr/payroll.rst:149
|
|
msgid "Structure types"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:151
|
|
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:157
|
|
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:163
|
|
msgid ""
|
|
"The different structure types can be seen by going to "
|
|
":menuselection:`Payroll --> Configuration --> Structure Types`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:166
|
|
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:174
|
|
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:183
|
|
msgid "Structures"
|
|
msgstr "Structuri"
|
|
|
|
#: ../../content/applications/hr/payroll.rst:185
|
|
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:188
|
|
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:192
|
|
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:199
|
|
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:202
|
|
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:210
|
|
msgid "Rules"
|
|
msgstr "Reguli"
|
|
|
|
#: ../../content/applications/hr/payroll.rst:212
|
|
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:216
|
|
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:223
|
|
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:230
|
|
msgid "The required fields for a rule are:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:232
|
|
msgid ":guilabel:`Name`: Enter a name for the rule."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:233
|
|
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:235
|
|
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:237
|
|
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:239
|
|
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:243
|
|
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:249
|
|
msgid "Rule parameters"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:252
|
|
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:257
|
|
msgid "Other input types"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:259
|
|
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:267
|
|
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:277
|
|
msgid "Salary package configurator"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:279
|
|
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:284
|
|
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:290
|
|
msgid "Advantages"
|
|
msgstr "Avantaje"
|
|
|
|
#: ../../content/applications/hr/payroll.rst:292
|
|
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:296
|
|
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:303
|
|
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."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst-1
|
|
msgid "List of advantages employee's can have."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:311
|
|
msgid "The required fields for an advantage are:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:313
|
|
msgid ":guilabel:`Name`: Enter the name for the advantage."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:314
|
|
msgid ""
|
|
":guilabel:`Advantage Field`: Select from the drop-down menu what field in "
|
|
"the payslip this advantage appears under."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:316
|
|
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 ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:319
|
|
msgid ""
|
|
":guilabel:`Salary Structure Type`: Select from the drop-down menu which "
|
|
"salary structure type this advantage applies to."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:323
|
|
msgid "Personal info"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:325
|
|
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."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:332
|
|
msgid "An employee card can be thought of as an employee personnel file."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:334
|
|
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`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst-1
|
|
msgid "Personal information that appear on employee cards to enter."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:342
|
|
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."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst-1
|
|
msgid "New personal information entry."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:350
|
|
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."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:354
|
|
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."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:358
|
|
msgid ""
|
|
"Once the information is entered, click the :guilabel:`Save` button to save "
|
|
"the entry."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:361
|
|
msgid "Resume"
|
|
msgstr "Reluare"
|
|
|
|
#: ../../content/applications/hr/payroll.rst:364
|
|
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."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:3
|
|
msgid "Contracts"
|
|
msgstr "Contracte"
|
|
|
|
#: ../../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, "
|
|
"their 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/finance/documents` and "
|
|
":doc:`/applications/finance/sign` documentation."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:15
|
|
msgid ""
|
|
"To view the employee contracts, go to the :menuselection:`Payroll app --> "
|
|
"Employees --> Contracts` from the top menu. All employee contracts, and "
|
|
"their current contract status, are displayed in a default kanban view. The "
|
|
"default view displays both running contracts and contracts that need action."
|
|
" Expired and canceled contracts are hidden in the default view."
|
|
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. The default contracts view in the "
|
|
"*Payroll* application displays running contracts and contracts needing "
|
|
"attention, while the default contracts view in the *Employees* application "
|
|
"displays all contracts in a kanban view, organized by their stage, "
|
|
"regardless of status. All contracts can be viewed by changing the filters."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:32
|
|
msgid "Create a new contract"
|
|
msgstr "Creați un contact nou"
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:34
|
|
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 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-1
|
|
msgid "New contract form to be filled in when creating a new contract."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:45
|
|
msgid ""
|
|
":guilabel:`Contact Reference`: Type in the name or title for the contract, "
|
|
"such as `John Smith Contract`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:47
|
|
msgid ""
|
|
":guilabel:`Company`: Select the company the contract applies to by clicking "
|
|
"on the drop-down menu. A new company can be created by typing the name in "
|
|
"the field, then clicking either :guilabel:`Create` to create the new "
|
|
"company, or :guilabel:`Create and Edit` to create the new company and edit "
|
|
"the company details."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:51
|
|
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."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:54
|
|
msgid ""
|
|
":guilabel:`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 :guilabel:`< > (arrow)` icons, then clicking on the "
|
|
":guilabel:`date`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:57
|
|
msgid ""
|
|
":guilabel:`Working Schedule`: Select one of the working schedules from the "
|
|
"drop-down menu."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:60
|
|
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 --> Configuration --> Working Times` and "
|
|
"either :guilabel:`Create` a new working time or click on an existing working"
|
|
" time and edit it by clicking :guilabel:`Edit`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:68
|
|
msgid ""
|
|
":guilabel:`Employee`: Name of the employee that the contract applies to."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:69
|
|
msgid ":guilabel:`Department`: The department the contract applies to."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:70
|
|
msgid ""
|
|
":guilabel:`Job Position`: The specific job position the contract applies to."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:71
|
|
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:74
|
|
msgid ""
|
|
":guilabel:`CDI` is an open-ended contract with only a start date but no end "
|
|
"date."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:75
|
|
msgid ":guilabel:`CDD` is a contract with both a start date and an end date."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:76
|
|
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:79
|
|
msgid ""
|
|
":guilabel:`End Date`: If the contract has a specific end date, click the "
|
|
"drop-down menu, navigate to the correct month and year using the arrow "
|
|
"icons, then click on the date."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:81
|
|
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."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:83
|
|
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:87
|
|
msgid "Contract details"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:89
|
|
msgid ""
|
|
"The contract details section allows for the addition and editing of a "
|
|
"contract, and the ability to send the contract to the employee for approval "
|
|
"and signatures."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst-1
|
|
msgid "Contract details in optional tabs for a new contract."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:96
|
|
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:98
|
|
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:100
|
|
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:102
|
|
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:106
|
|
msgid "Modifying a contract"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:108
|
|
msgid ""
|
|
"Click the :guilabel:`External Link` button at the end of each line to open "
|
|
"the corresponding contract template and make any changes."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:115
|
|
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:121
|
|
msgid ":guilabel:`Tags`: Select any tags associated with the contract."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:122
|
|
msgid ""
|
|
":guilabel:`Signed Document Workspace`: This is where the signatures are "
|
|
"stored. Choose a pre-configured workspace or create a new one."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:124
|
|
msgid ""
|
|
":guilabel:`Signed Document Tags`: Select or create any tags associated only "
|
|
"with the signed contract as opposed to the original unsigned contract."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:126
|
|
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, to the newly updated contract specifically written for them."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:129
|
|
msgid ""
|
|
":guilabel:`Who can Sign`: Select either :guilabel:`All Users` or "
|
|
":guilabel:`On Invitation`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:131
|
|
msgid ""
|
|
":guilabel:`All Users`: Any user in the organization can sign the contract."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:132
|
|
msgid ""
|
|
":guilabel:`On Invitation`: Only users selected in this field can sign the "
|
|
"contract."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:134
|
|
msgid ""
|
|
":guilabel:`Invited Users`: Select the person(s) that can sign the document."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:135
|
|
msgid ""
|
|
":guilabel:`Document`: The attached document can be replaced by clicking the "
|
|
":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 :guilabel:`🗑️ (trash can)` icon."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:139
|
|
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:144
|
|
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:150
|
|
msgid ""
|
|
"This section is where the specific salary details are defined. This section "
|
|
"is country-specific, so depending on where the company is located, these "
|
|
"fields may vary."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:153
|
|
msgid ""
|
|
"Enter the amount in the various fields, or check a box to apply a benefit. "
|
|
"Some options that can be entered here include :guilabel:`Meal Vouchers`, "
|
|
":guilabel:`Fuel Card`, :guilabel:`Internet`, :guilabel:`Paid Time Off`, etc."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:157
|
|
msgid ""
|
|
"Some fields may be automatically filled in based off of the contracts "
|
|
"selected in the :guilabel:`Contract Details` tab."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:161
|
|
msgid "Attachment of salary"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:163
|
|
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:167
|
|
msgid ""
|
|
"To add a new deduction, click :guilabel:`Add a line`. Type in a description "
|
|
"for the allocation under :guilabel:`Description`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst-1
|
|
msgid "Enter a new line for each type of garnishment."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:174
|
|
msgid ""
|
|
"Select the :guilabel:`Garnished Type` from the drop-down menu. Choose from:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:176
|
|
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:178
|
|
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:180
|
|
msgid ""
|
|
":guilabel:`Child Support`: Any payments taken out specifically for child "
|
|
"support."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:182
|
|
msgid ""
|
|
"Enter the start and end dates the entry applies to. Click on the drop-down "
|
|
"menu under :guilabel:`From` and :guilabel:`To`, navigate to the correct "
|
|
"month and year by using the :guilabel:`< > (arrow)` icons, then click on the"
|
|
" :guilabel:`date`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:186
|
|
msgid ""
|
|
"Last, enter the :guilabel:`Amount` that each payslip pays towards the entry."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:188
|
|
msgid ""
|
|
"To delete a line, click the :guilabel:`🗑️ (trash can)` icon at the end of "
|
|
"the line."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:191
|
|
msgid "Save and send the contract"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:193
|
|
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:196
|
|
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:202
|
|
msgid ""
|
|
":guilabel:`Generate Simulation Link`: This option is for Belgian companies "
|
|
"only. 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 Offer` 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:212
|
|
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:215
|
|
msgid ""
|
|
":guilabel:`Signature Request`: Click this and a pop-up window appears 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:224
|
|
msgid ""
|
|
":guilabel:`Credit Time`: This option is for Belgian companies only. When "
|
|
"clicked, a pop-up window appears that allows for the changing of working "
|
|
"times, and can compute time off."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:3
|
|
msgid "Payslips"
|
|
msgstr "Fluturași de salariu"
|
|
|
|
#: ../../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 ""
|
|
|
|
#: ../../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 "Loturi"
|
|
|
|
#: ../../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
|
|
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/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 "Conflicte"
|
|
|
|
#: ../../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:5
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:60
|
|
msgid "Recruitment"
|
|
msgstr "Recrutare"
|
|
|
|
#: ../../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 the :guilabel:`# Applications` "
|
|
"button, with `#` being the number of applications received. If a position is"
|
|
" not published, a :guilabel:`Start Recruitment` button will appear instead."
|
|
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:22
|
|
msgid "Create a new job position"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:24
|
|
msgid ""
|
|
"There are two ways a job position can be created: from the main "
|
|
":guilabel:`Recruitment` dashboard, or from the :guilabel:`Configuration` "
|
|
"menu."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:27
|
|
msgid ""
|
|
"To create a job position from the :guilabel:`Configuration` menu, go to "
|
|
":menuselection:`Recruitment app --> Configuration --> Job Positions`. The "
|
|
"job positions in this view are displayed in a list."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:30
|
|
msgid ""
|
|
"Create a new job position from the :guilabel:`Job Positions` dashboard by "
|
|
"clicking the :guilabel:`Create` button in the top-left corner."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:33
|
|
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:41
|
|
msgid ""
|
|
"Once the job position has been created, it will appear as a card in the "
|
|
"kanban view on the main :guilabel:`Recruitment`` dashboard, as well as in "
|
|
"the list view on the :guilabel:`Configuration` dashboard."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:46
|
|
msgid "Edit a new job position"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:48
|
|
msgid ""
|
|
"Once 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:`Edit` 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:56
|
|
msgid ""
|
|
"Enter the job description in the :guilabel:`Job Description` tab. This "
|
|
"information is what is visible to potential employees when searching for "
|
|
"available jobs."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:62
|
|
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:66
|
|
msgid "The fields can be filled out as follows:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:68
|
|
msgid ":guilabel:`Company`: Select the company the job is for."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:69
|
|
msgid ""
|
|
":guilabel:`Website`: Select the website where the job will be published."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:70
|
|
msgid ""
|
|
":guilabel:`Department`: Select the relevant department for the job position."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:71
|
|
msgid ""
|
|
":guilabel:`Expected New Employees`: Enter the number of employees to be "
|
|
"hired for this position."
|
|
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:`Interview Form`: Select a form that applicants will fill out "
|
|
"prior to their interview, or create a new form. Once selected, a "
|
|
":guilabel:`Display (Name) Form` button will appear next to the selected "
|
|
"form. Click on this to see how the form will be displayed to the candidate "
|
|
"on the front end."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:0
|
|
msgid ""
|
|
"The interview form will display a link to see the form as the candidate "
|
|
"will."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:83
|
|
msgid ""
|
|
":guilabel:`Recruiter`: Select the person who will be doing the recruiting "
|
|
"for this role."
|
|
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:90
|
|
msgid "Appraisals"
|
|
msgstr "Evaluări"
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:92
|
|
msgid ""
|
|
"This tab displays the :guilabel:`Employee Feedback Template` and the "
|
|
":guilabel:`Manager Feedback Template`, both of which will be used after the "
|
|
"employee has been hired, the predetermined time has passed, and feedback is "
|
|
"requested."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:97
|
|
msgid "Create interview form"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:99
|
|
msgid ""
|
|
"Once a job position has been made, the :guilabel:`Interview Form` needs to "
|
|
"be created. In the kanban view of the :menuselection:`Recruitment` "
|
|
"dashboard, click on the :guilabel:`⋮ (three dots)` icon in the upper-right "
|
|
"corner of the card to reveal several options, and then click "
|
|
":guilabel:`Create Interview Form`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst-1
|
|
msgid "Create an interview form for the new position."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:108
|
|
msgid ""
|
|
"Click on :guilabel:`Add a section` to add a section to the form. A line will"
|
|
" appear, 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:116
|
|
msgid ""
|
|
"Next, click :guilabel:`Add a question` to add a question to the section. A "
|
|
"pop-up window appears to enter the question details. Type out the question "
|
|
"in the top line."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:119
|
|
msgid "There are several *Question Types* to choose from:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:121
|
|
msgid ""
|
|
":guilabel:`Multiple Lines Text Box`: allows the applicant to enter several "
|
|
"lines of text"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:122
|
|
msgid ""
|
|
":guilabel:`Single Line Text Box`: limits the applicant to only a single line"
|
|
" of text"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:123
|
|
msgid ":guilabel:`Numerical Value`: only allows a number to be entered"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:124
|
|
msgid ":guilabel:`Date`: a calendar module is presented to select a date"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:125
|
|
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:126
|
|
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:128
|
|
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:130
|
|
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-1
|
|
msgid "Add a new question to the interview form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:137
|
|
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:140
|
|
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:146
|
|
msgid ""
|
|
"Next, configure the 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:150
|
|
msgid "Questions"
|
|
msgstr "Întrebări"
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:152
|
|
msgid ":guilabel:`Layout`: Choose how the questions should be displayed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:154
|
|
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:156
|
|
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:158
|
|
msgid ""
|
|
":guilabel:`One page per question`: Display a single question on each page."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:160
|
|
msgid ""
|
|
":guilabel:`Progression Mode`: Display the progress the candidate is making, "
|
|
"either as a :guilabel:`Percentage`, or as a :guilabel:`Number`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:162
|
|
msgid ""
|
|
":guilabel:`Survey Time Limit`: Check this box 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:165
|
|
msgid ""
|
|
":guilabel:`Selection`: Display the entire form (e.g. :guilabel:`All "
|
|
"questions`), or only a random selection of questions from each section "
|
|
"(:guilabel:`Randomized per section`)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:169
|
|
msgid ""
|
|
"Although it is a selectable option, the :guilabel:`Randomized per section` "
|
|
"option is not typically selected for an interview form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:173
|
|
msgid "Scoring"
|
|
msgstr "Punctaj"
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:175
|
|
msgid ":guilabel:`No scoring`: Select this option to not score the form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:176
|
|
msgid ""
|
|
":guilabel:`Scoring with answers at the end`: Select this option to score the"
|
|
" form and display the"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:177
|
|
msgid ""
|
|
"correct answers for the candidate when they are finished with the form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:178
|
|
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:181
|
|
msgid ""
|
|
"If one of the scoring options was selected, a :guilabel:`Success %` field "
|
|
"will appear. 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:186
|
|
msgid "Candidates"
|
|
msgstr "Candidați"
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:188
|
|
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:190
|
|
msgid ""
|
|
":guilabel:`Appraisal Managers Only`: Check this box so only the managers who"
|
|
" are reviewing the exam can see the answers. If left unchecked, anyone can "
|
|
"view the results."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:192
|
|
msgid ""
|
|
":guilabel:`Login Required`: Check this box 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:194
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|
msgid ""
|
|
":guilabel:`Attempts Limit`: If there is a limit to how many times the exam "
|
|
"can be taken, check this box, then enter the maximum attempt number in the "
|
|
"field next to it."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:198
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|
msgid "Live Session"
|
|
msgstr "Sesiune Live"
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:200
|
|
msgid ""
|
|
":guilabel:`Reward quick answers`: If the exam is to be taken live, check "
|
|
"this box to award more points to participants who answer quickly."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:202
|
|
msgid ""
|
|
":guilabel:`Session Code`: Enter an access code that will allow the viewers "
|
|
"into the live exam session."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:205
|
|
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 ""
|