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[IMP] Attendances - Updates to main doc
closes odoo/documentation#16113 Signed-off-by: Lara Martini (larm) <larm@odoo.com>
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@@ -26,27 +26,22 @@ determined by access rights.
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To see what access rights a user has, navigate to the :menuselection:`Settings app --> Users &
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Companies --> Users`, and click on an individual user. The :guilabel:`Access Rights` tab is visible
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by default. Scroll down to the :guilabel:`HUMAN RESOURCES` section to view the settings. For the
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:guilabel:`Attendances` field, the options are either to leave the field blank or select
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:guilabel:`Administrator`.
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by default. Scroll down to the *Human Resources* section to view the settings. For the
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:guilabel:`Attendances` field, the following options appear:
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If the :guilabel:`Administrator` option is selected, the user has full access to the entire
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**Attendances** application, with no restrictions. They can view all employee attendance records,
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enter *Kiosk Mode* from the application, access all reporting metrics, and make modifications to the
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settings. If left blank, the user does **not** have access to the **Attendances** application.
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.. note::
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If a user does **not** have :guilabel:`Administrator` rights for the **Attendances** app, they
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are **not** able to open the app, even though it appears on the main database dashboard. An
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:guilabel:`Access Error` pop-up message appears, stating:
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`You do not have enough rights to access the fields "attendance_manager_id" on Employee
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(hr.employee). Please contact your system administrator.`
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Users who cannot access the **Attendances** app can still :doc:`check in and check out
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<../hr/attendances/check_in_check_out>` of work within the database, using the :icon:`fa-circle`
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:guilabel:`(red circle)` or :icon:`fa-circle` :guilabel:`(green circle)` that are always
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available at the top of the database.
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- :guilabel:`No`: The user does **not** have access to the **Attendances** application, and is
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**not** able to open the app, even though it appears on the main database dashboard. An *Access
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Error* pop-up message appears when the application is clicked. The user can only check in and out
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of the database either through an :ref:`attendance kiosk <attendances/kiosk-mode-entry>` or the
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:doc:`attendance icon <attendances/check_in_check_out>` in the top-right corner of the Odoo
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database, which is visible at all times, in every application).
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- :guilabel:`Officer: Manage all attendances`: The user has full access to all employee attendance
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records, including the ability to modify and create records, but does **not** have access to the
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configuration menu and settings.
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- :guilabel:`Administrator`: The user has full access to the entire **Attendances** application,
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with no restrictions. They can view all employee attendance records, enter :ref:`kiosk mode
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<attendances/enable-kiosk-mode>` from the application, access all :doc:`reporting
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<attendances/attendance_reporting>` metrics, and make modifications to the settings.
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.. _attendances/approvers:
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@@ -58,47 +53,50 @@ typically a manager, though that is not required. Approvers without administrati
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and modify attendance records **only** for the employees they are assigned to. This is the only
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exception where non-admin users can view records in the **Attendances** app.
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To view who the attendance approver for an employee is, navigate to the :menuselection:`Employees
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application` and click on the specific employee. Click on the :guilabel:`Work Information` tab,
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scroll to the :guilabel:`APPROVERS` section, and check the :guilabel:`Attendance` field. The person
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selected is able to view that employee's attendance records, both on the **Attendances** application
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dashboard as well as in the attendance reports, and make modifications to their records.
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To view the attendance approver for an employee, navigate to the :menuselection:`Employees`
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application and click on the specific employee. Click on the :guilabel:`Settings` tab, scroll to the
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*Approvers* section, and check the :guilabel:`Attendance` field. The person selected is able to view
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that employee's attendance records, both on the **Attendances** application dashboard as well as in
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the attendance reports, and make modifications to their records.
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Configuration
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=============
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Few configurations are needed in the **Attendances** app. Determining how employees check in and
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out, defining how the kiosks function, and determining how extra hours are computed are all set in
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the Configuration menu. Navigate to the :menuselection:`Attendances application --> Configuration`
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to access the configuration menu.
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out, defining how the kiosks function, and determining how extra hours are computed are all
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configured in the settings menu. Navigate to the :menuselection:`Attendances app --> Configuration
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--> Settings` to access the settings menu.
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.. note::
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Any configuration item with a :icon:`fa-building-o` :guilabel:`(building)` icon is a
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company-specific configuration. Items without an :icon:`fa-building-o` :guilabel:`(building)`
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icon apply to all companies within the database.
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company-specific configuration. Items without a :icon:`fa-building-o` :guilabel:`(building)` icon
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apply to all companies within the database.
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.. _attendances/modes:
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Modes
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-----
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This section specifies how employees log in and out, and how absences are handled.
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- :guilabel:`Attendances from Backend` :icon:`fa-building-o`: Activate this feature to allow users
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to check in and out directly from the Odoo database. If this is not activated, users must use a
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kiosk to check in and out of work.
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- :guilabel:`Automatic Check-Out` :icon:`fa-building-o`: Activate this feature to automatically
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check out employees according to their working schedule, after a buffer of time has passed.
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- :guilabel:`Tolerance`: This field appears only when the :guilabel:`Automatic Check-Out`
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:icon:`fa-building-o` feature is enabled. Enter the amount of time, in hours, that must elapse
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after an employee's working hours have ended, before they are automatically checked out.
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check out employees according to their working schedule, after a buffer of time has passed. When
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enabled, a :guilabel:`Tolerance` field appears below this option. Enter the amount of time, in
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hours, that must elapse after an employee's working hours have ended, before they are
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automatically checked out.
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.. example::
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With the :guilabel:`Automatic Check-Out` option enabled, and the :guilabel:`Tolerance` set to
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`2.00` hours, an employee checks in to work at 9:00 AM and forgets to check out at 5:00 PM. At
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7:00 PM, they are automatically checked out.
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.. example::
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With the :guilabel:`Automatic Check-Out` option enabled, and the :guilabel:`Tolerance` set to
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`2.00` hours, an employee checks in to work at 9:00 AM and forgets to check out at 5:00 PM. At
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7:00 PM, they are automatically checked out.
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- :guilabel:`Absence Management` :icon:`fa-building-o`: Activate this feature to log any absences
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that are not associated with a time off request, such as vacation time or sick time, on the
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:doc:`attendance report <attendances/attendance_reporting>`.
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:doc:`attendance report <attendances/attendance_reporting>`. This does **not** apply for employees
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with a flexible working schedule.
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Extra Hours
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-----------
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@@ -26,8 +26,8 @@ The columns presented are:
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- :guilabel:`Balance`: The difference between the *approved* overtime, and the *total* overtime
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worked.
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To present different information, adjust the :ref:`filters and groups <attendances/filters-groups>`
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in the same way as in the :guilabel:`Overview` dashboard.
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To present different information, adjust the filters and groups in the same way as in the
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:guilabel:`Overview` dashboard.
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.. image:: attendance_ reporting/reporting.png
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:alt: The default report view, with all the optional view buttons highlighted.
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@@ -77,6 +77,8 @@ out with kiosks.
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event of a security breach, click :icon:`fa-refresh` :guilabel:`Generate new URL`, located
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beneath the link, to generate a new URL, and update the kiosk, accordingly.
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.. _attendances/enable-kiosk-mode:
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Kiosk mode
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==========
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