[IMP] Employees - Departments

closes odoo/documentation#16175

Signed-off-by: Lara Martini (larm) <larm@odoo.com>
This commit is contained in:
larm-odoo
2026-01-28 16:58:07 -05:00
parent ed9a078af2
commit a56ab8e46a
3 changed files with 21 additions and 32 deletions

View File

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

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