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[IMP] Employees - Departments
closes odoo/documentation#16175 Signed-off-by: Lara Martini (larm) <larm@odoo.com>
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@@ -13,27 +13,19 @@ To make a new department, navigate to :menuselection:`Employees app --> Departme
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:guilabel:`New` button in the top-left corner to reveal a blank department form. Fill out the
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following information on the department form:
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- :guilabel:`Department Name`: enter a name for the department.
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- :guilabel:`Manager`: using the drop-down menu, select the department manager.
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- :guilabel:`Parent Department`: if the new department is housed within another department (has a
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- :guilabel:`Department Name`: Enter a name for the department.
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- :guilabel:`Manager`: Select the department manager using the drop-down menu.
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- :guilabel:`Parent Department`: If the new department is housed within another department (has a
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parent department), select the parent department using the drop-down menu.
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- :guilabel:`Company`: using the drop-down menu, select the company the department is part of. This
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- :guilabel:`Company`: Select the company the department is part of using the drop-down menu. This
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field only appears in a multi-company database.
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- :guilabel:`Color`: select a color for the department. Click the colored box to display all the
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- :guilabel:`Color`: Select a color for the department. Click the colored box to display all the
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color options. Click on a color to select it.
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- :guilabel:`Appraisal Templates`: using the drop-down menu, select the appraisal form to be used
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for all employee appraisals within this department. If a new appraisal is desired, enter the name
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for the appraisal, then click :guilabel:`Create and edit...` to modify the new appraisal form.
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This field **only** appears if the **Appraisals** app is installed.
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- :guilabel:`Appraisal Survey`: using the drop-down menu, select the default survey to use for the
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department when requesting feedback from employees within the department. The default options are
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:guilabel:`Employee Opinion Form`, :guilabel:`360 Feedback`, and :guilabel:`Employee Appraisal Form`.
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This field **only** appears if the **Appraisals** app is installed, *and* the *360 Feedback*
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option is enabled in the settings.
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After the form is completed, click the :icon:`fa-cloud-upload` :guilabel:`(cloud upload)` icon to
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After the form is completed, click the :icon:`fa-cloud-upload` :guilabel:`(Save manually)` icon to
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manually save the changes. When saved, a :guilabel:`DEPARTMENT ORGANIZATION` chart appears in the
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top-right of the department card, illustrating where the department lies in the organization.
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right of the department card, illustrating where the department lies in the organization, and how
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many employees are within each listed department.
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.. image:: departments/department-form.png
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:alt: The department for with all fields filled out.
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@@ -44,9 +36,6 @@ top-right of the department card, illustrating where the department lies in the
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:guilabel:`Department Organization` chart is visible upon opening the department card from the
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:guilabel:`Departments` dashboard.
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.. seealso::
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:doc:`../appraisals`
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Departments dashboard
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=====================
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@@ -69,29 +58,29 @@ Kanban view
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Each department has its own Kanban card on the main :guilabel:`Departments` dashboard. Each
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department card displays the following information, if available:
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- :guilabel:`Name`: the name of the department.
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- :guilabel:`Manager`: the name and image of the department manager.
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- :guilabel:`Company`: the company the department is part of, including the location icon.
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- :guilabel:`Employees`: the number of employees within the department.
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- :guilabel:`Appraisals`: the number of appraisals scheduled for employees in the department.
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- :guilabel:`Time Off Requests`: the number of unapproved time off requests for employees in the
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- :guilabel:`Name`: The name of the department.
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- :guilabel:`Manager`: The name and image of the department manager.
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- :guilabel:`Company`: The company the department is part of, including the location icon.
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- :guilabel:`Employees`: The number of employees within the department.
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- :guilabel:`Appraisals`: The number of appraisals scheduled for employees in the department.
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- :guilabel:`Time Off Requests`: The number of unapproved time off requests for employees in the
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department :ref:`awaiting approval <time_off/manage-time-off>` . This **only** appears if there
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are requests to approve.
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- :guilabel:`Allocation Requests`: the number of unapproved allocation requests for employees in the
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- :guilabel:`Allocation Requests`: The number of unapproved allocation requests for employees in the
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department :ref:`awaiting approval <time_off/manage-allocations>`. This **only** appears if there
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are requests to approve.
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- :guilabel:`New Applicants`: the number of :ref:`new applicants <recruitment/new>` for a position
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- :guilabel:`New Applicants`: The number of :ref:`new applicants <recruitment/new>` for a position
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within the department. This **only** appears if there are new applicants.
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- :guilabel:`Expense Reports`: the number of employees in the department with :doc:`open expense
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reports to approve <../../finance/expenses/approve_expenses>`. This **only** appears if there are
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any expense reports waiting for approval.
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- :guilabel:`Absence`: the number of employees with approved time off for the current day.
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- :guilabel:`Expenses`: The number of employees in the department with :doc:`open expenses to
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approve <../../finance/expenses/approve_expenses>`. This **only** appears if there are any
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expenses waiting for approval.
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- :guilabel:`Absence`: The number of employees with approved time off for the current day.
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- Color bar: the selected color for the department appears as a vertical bar on the left side of the
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department card.
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.. note::
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Click on an alert in a department card, such as :guilabel:`Time Off Requests`, to reveal a list
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view of the requests to approve for that department
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view of the requests to approve for that department.
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.. _employees/department-list:
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