diff --git a/content/applications/hr/attendances/attendance_onboarding.rst b/content/applications/hr/attendances/attendance_onboarding.rst index c00e89807a..90471be864 100644 --- a/content/applications/hr/attendances/attendance_onboarding.rst +++ b/content/applications/hr/attendances/attendance_onboarding.rst @@ -85,8 +85,8 @@ Once completed, click the :guilabel:`Set the Badge` button. The *Set-up* pop-up notification stating `Badge assigned successfully!` appears in the upper-right corner of the *Onboarding* dashboard. -The new badge number appears in the *Badge ID* field in the *Settings* tab on the :ref:`employee's -form `. +The new badge number appears in the *RFID/Badge Number* field in the *Settings* tab on the +:ref:`employee's form `. .. image:: attendance_onboarding/new-barcode.png :alt: A barcode set-up pop-up window with a new barcode entered. diff --git a/content/applications/hr/employees/new_employee.rst b/content/applications/hr/employees/new_employee.rst index 9df24593db..db62de4052 100644 --- a/content/applications/hr/employees/new_employee.rst +++ b/content/applications/hr/employees/new_employee.rst @@ -15,293 +15,90 @@ upper-left corner. Doing so reveals a blank employee form. Proceed to fill out the required information, along with any additional details. -.. image:: new_employee/new-employee-form.png - :alt: Create a new employee form with all fields filled out. - -.. note:: - The current company phone number and name are populated in the :guilabel:`Work Phone` and - :guilabel:`Company` fields. If the **Appraisals** application is installed, the :guilabel:`Next - Appraisal Date` field is populated with a date six months from the current date. +.. tip:: + The employee form automatically saves as data is entered. However, the form can be saved manually + at any time by clicking the :icon:`fa-cloud-upload` :guilabel:`(Save manually)` icon. .. _employees/general-info: General information =================== -Fill out the following employee details. +Fill out the following employee details in the top section of the employee form. -.. tip:: - The employee form automatically saves as data is entered. However, the form can be saved manually - at any time by clicking the :icon:`fa-cloud-upload` :guilabel:`(Save manually)` icon. +- :guilabel:`Employee's Name`: Enter the employee's name. This field is required. +- :icon:`fa-envelope` :guilabel:`(Work Email)`: Enter the employee's work email address. +- :icon:`fa-phone` :guilabel:`(Work Phone)`: Enter the employee's work phone number. +- :icon:`fa-mobile` :guilabel:`(Work Mobile)`: Enter the employee's work mobile number. +- :icon:`fa-tag` :guilabel:`(Tags)`: Select any tags from the drop-down menu to add relevant tags to + the employee. Any tag can be created in this field by typing it in. Once created, the new tag is + available for all employee records. There is no limit to the amount of tags that can be added on + an employee form. +- :guilabel:`Photo`: Upload a photo of the employee in the photo placeholder. -- :guilabel:`Employee's Name`: enter the employee's name. This field is required. -- :guilabel:`Job Position`: this field appears below the employee name and can be filled in - manually. Alternatively, select a position from the drop-down menu in the :guilabel:`Job Position` - field beneath the :guilabel:`Department` field to auto-populate the top field. The two fields do - not need to match. - - .. example:: - While it is recommended to have the job positions match, the typed-in description in this top - field can contain more specific information than the selected drop-down :guilabel:`Job - Position`, if desired. - - For instance, if someone is hired for a sales representative position configured as - :guilabel:`Sales Representative` in the **Recruitment** app, that can be selected in the - drop-down :guilabel:`Job Position` field. - - In the typed-in :guilabel:`Job Position` field beneath the :guilabel:`Employee's Name`, the - position can be more specific, such as `Sales Representative - Subscriptions` if the employee - is focused solely on subscription sales. - - .. image:: new_employee/job-description-fields.png - :alt: Both job position fields entered but with different information. - -- :guilabel:`Photo`: in the top-right image box of the employee form, click on the :icon:`fa-pencil` - :guilabel:`(Edit)` icon, then select a photo to upload. -- *Work Contact Information*: enter the employee's :guilabel:`Work Email`, :guilabel:`Work Phone`, - and :guilabel:`Work Mobile`, information, if not already auto-populated. -- :guilabel:`Tags`: select a tag from the drop-down menu to add relevant tags to the employee. Any - tag can be created in this field by typing it in. Once created, the new tag is available for all - employee records. There is no limit to the amount of tags that can be added on an employee form. -- :guilabel:`Company`: from the drop-down menu in this field, select the company the new employee - was hired by, or create a new company by typing the name in the field, and clicking - :guilabel:`Create` or :guilabel:`Create and edit...` from the mini drop-down menu that appears. - This field is required. -- :guilabel:`Department`: select the employee's department from the drop-down menu. -- :guilabel:`Job Position`: select the employee's job position from the drop-down menu. If using the - **Recruitment** app, this list reflects configured job positions. Once a selection is made, the - :guilabel:`Job Position` field beneath the :guilabel:`Employee's Name` field automatically updates - to reflect the currently selected job position, but is still editable. -- :guilabel:`Manager`: select the employee's manager from the drop-down menu. -- :guilabel:`Coach`: select the employee's coach from the drop-down menu. -- :guilabel:`Next Appraisal Date`: this field is **only** visible if the **Appraisals** application - is installed. The date automatically populates with a date that is computed according to the - settings configured in the **Appraisals** application. This date can be modified using the - calendar selector. - -.. note:: - After a :guilabel:`Department` is selected, the department's configured manager and coach - automatically populates the respective :guilabel:`Manager` and :guilabel:`Coach` fields. - -.. tip:: - To make edits to the selected :guilabel:`Department`, :guilabel:`Manager`, :guilabel:`Coach`, or - :guilabel:`Company`, click the :icon:`oi-arrow-right` :guilabel:`(Internal link)` arrow next to - the respective selection. The :icon:`oi-arrow-right` :guilabel:`(Internal link)` arrow opens the - selected form, allowing for modifications. Click :guilabel:`Save` after any edits are made. - -.. _employees/resume: - -Resumé tab -========== - -Resumé ------- - -Enter the employee's work history in the :guilabel:`Resumé` tab. Each resumé line must be entered -individually. When creating an entry for the first time, click :guilabel:`Create a new entry`, and -the :guilabel:`Create Resumé lines` form appears. After an entry is added, the :guilabel:`Create a -new entry` button is replaced with an :guilabel:`ADD` button. Enter the following information for -each entry. - -- :guilabel:`Title`: type in the title of the previous work experience. -- :guilabel:`Employee`: select the employee from the drop-down menu. -- :guilabel:`Type`: from the drop-down menu, select either :guilabel:`Experience`, - :guilabel:`Education`, :guilabel:`Social Media`, or :guilabel:`Internal Certification`. To create - a new :guilabel:`Type`, enter the name of the type, then click :guilabel:`Create "(Type)"`. -- :guilabel:`Display Type`: from the drop-down menu, choose :guilabel:`Classic` for typical work - experience, or :guilabel:`Certification` for experience gained through a certification. -- :guilabel:`Duration`: enter the start and end dates for the work experience. To select a date, - click the first empty field to reveal a calendar pop-up window. Proceed to use the - :icon:`oi-chevron-left` :guilabel:`(left arrow)` and :icon:`oi-chevron-right` :guilabel:`(right - arrow)` icons to scroll to the desired month, then click on the day to select it. Repeat this - process to locate and select the end date. When the desired dates have been selected, click - :icon:`fa-check` :guilabel:`Apply`. -- :guilabel:`Description`: enter any relevant details in this field. - -Once all the information is entered, click the :guilabel:`Save & Close` button if there is only one -entry to add, or click the :guilabel:`Save & New` button to save the current entry and create -another resumé line. - -.. image:: new_employee/resume-lines.png - :alt: A resumé entry form with all the information populated. - -.. note:: - After the new employee form is saved, the current position and company is automatically added to - the :guilabel:`Resumé` tab, with the end date listed as `current`. - -.. _employees/skills: - -Skills ------- - -An employee's skills can be entered in the :guilabel:`Resumé` tab in the same manner that a resumé -line is created. - -In order to add a skill to an employee record, the skill types must first be configured. By default, -Odoo comes with two :guilabel:`Skill Types` preconfigured: *Languages* and *Soft Skills*. -:ref:`Configure the rest of the skill types ` before adding any skills to the -employee record. - -When adding the first skill to an employee record, a :guilabel:`Pick a skill from the list` button -appears in the :guilabel:`Skills` section of the :guilabel:`Resumé` tab. Click the :guilabel:`Pick a -skill from the list` button, and select the following information for each skill. - -- :guilabel:`Skill Type`: select a :ref:`skill type ` by clicking the radio - button next to the skill type. -- :guilabel:`Skill`: after selecting a :guilabel:`Skill Type`, the corresponding skills associated - with that selected :guilabel:`Skill Type` appear in a drop-down menu. For example, selecting - :guilabel:`Language` as the :guilabel:`Skill Type` presents a variety of languages to select from - under the :guilabel:`Skills` field. Select the appropriate preconfigured skill from the list. - - .. important:: - If the desired skill does not appear in the list, it is **not** possible to add the new skill - from this window. New skills must be added from the :ref:`Skill Types ` - dashboard. - -- :guilabel:`Skill Level`: pre-defined skill levels associated with the selected :guilabel:`Skill - Type` appear in a drop-down menu. First, select a :guilabel:`Skill Level`, then the progress bar - automatically displays the pre-defined progress for that specific skill level. Skill levels can be - created and modified from the :ref:`Skill Types ` dashboard. - -Click the :guilabel:`Save & Close` button if there is only one skill to add, or click the -:guilabel:`Save & New` button to save the current entry and immediately add another skill. - -At any point, a new line can be added by clicking the :guilabel:`ADD` button next to the -corresponding section. - -.. image:: new_employee/select-skills.png - :alt: A skill form with the information filled out. - -.. important:: - Only users with :guilabel:`Officer: Manage all employees` or :guilabel:`Administrator` rights for - the **Employees** app can add or edit skills. - -.. _employees/skill-types: - -Skill types -~~~~~~~~~~~ - -In order to add a skill to an employee's form, the :guilabel:`Skill Types` must be configured. Go to -:menuselection:`Employees app --> Configuration --> Skill Types` to view the currently configured -skill types and create new skill types. - -.. note:: - The default skill of :guilabel:`Languages` is preconfigured with twenty-one skills, and the - default :guilabel:`Soft Skills` is preconfigured with fifteen skills. - -Click the :guilabel:`New` button in the upper-left corner, and a new :guilabel:`Skill Type` form -appears. Fill out the following details for the new skill type. Repeat this for all the needed skill -types. - -- :guilabel:`Skill Type`: enter the name of the skill type. This acts as the parent category for - more specific skills and should be generic. -- :guilabel:`SKILLS`: click :guilabel:`Add a line`, and enter the :guilabel:`Name` for the new - skill, then repeat for all other needed skills. -- :guilabel:`LEVELS`: click :guilabel:`Add a line`, and enter a :guilabel:`Name` and - :guilabel:`Progress` percentage (`0`-`100`) for each level. - - Set a :guilabel:`Default Level` by clicking the toggle on the desired line (only one level can be - selected). The toggle turns green to indicate the default level. Typically, the lowest level is - chosen, but any level can be selected. -- :guilabel:`DISPLAY`: click the colored box next to the :guilabel:`Color` field to reveal a list of - available colors for the skill type. Click on a color to select it. - - .. example:: - To add a math skill set in yellow, enter `Math` in the :guilabel:`Name` field. Then, in the - :guilabel:`Skills` field, enter `Algebra`, `Calculus`, and `Trigonometry`. Next, in the - :guilabel:`Levels` field enter `Beginner`, `Intermediate`, and `Expert`, with the - :guilabel:`Progress` listed as `25`, `50`, and `100`, respectively. Click :guilabel:`Set - Default` on the `Beginner` line to set this as the default skill level. Last, click the colored - box next to :guilabel:`Color`, and select yellow. - - .. image:: new_employee/math-skills.png - :alt: A skill form for a Math skill type, with all the information entered. - -.. tip:: - Once the form is completely filled out, click the :icon:`fa-cloud-upload` :guilabel:`(Save - manually)` icon at the top of the screen, and the :guilabel:`Levels` rearrange in descending - order, with the highest level at the top, and the lowest at the bottom, regardless of the default - level and the order they were entered. +.. image:: new_employee/gen-info.png + :alt: The top-half of a new employee form, all filled out. .. _employees/work-info-tab: -Work information tab -==================== +Work tab +======== -The :guilabel:`Work Information` tab contains job-related details such as the employee's schedule, -roles, approvers (for time off, timesheets, and expenses), remote work setup, and work location. +This tab is visible for all employees, and does not require any other apps to be installed. -Click on the :guilabel:`Work Information` tab to access this section, and enter the following -information for the new employee, for the various sections listed below. +Work +---- -LOCATION +- :guilabel:`Company`: Select the company the new employee was hired by using the drop-down menu, or + create a new company by typing the name in the field, and clicking :guilabel:`Create` or + :guilabel:`Create and edit...` from the mini drop-down menu that appears. This field is required, + but only appears when in a multi-company database. +- :guilabel:`Department`: Select the employee's department from the drop-down menu. +- :guilabel:`Job Position`: Select the employee's job position from the drop-down menu. If using the + **Recruitment** app, this list reflects configured job positions. +- :guilabel:`Job Title`: This field is automatically populated with the selection made in the + :guilabel:`Job Position` field. Adjust the text, if desired, to best reflect the employee's role. + + .. example:: + Specific details can be added in the :guilabel:`Job Title` field, if desired. + + For example, a sales representative position configured as :guilabel:`Sales Associate` in the + **Recruitment** app can be selected for the :guilabel:`Job Position` field. + + The :guilabel:`Job Title` field can be more specific, such as `Sales Associate - Subscriptions` + if the employee is focused solely on subscription sales. + + .. image:: new_employee/job-title-fields.png + :alt: Both job position fields entered but with different information. + +- :guilabel:`Manager`: Select the employee's manager using the drop-down menu. + +Location -------- -This section is visible for all employees, and does not require any other apps to be installed for -this section to be visible. - -- :guilabel:`Work Address`: select the :guilabel:`Work Address` from the drop-down menu. The current +- :guilabel:`Work Address`: Select the :guilabel:`Work Address` from the drop-down menu. The current company populates this field, by default. To modify the address, hover over the first line (if there are multiple lines) of the address to reveal an :icon:`oi-arrow-right` :guilabel:`(Internal Link)` arrow. Click the :icon:`oi-arrow-right` :guilabel:`(Internal Link)` arrow to open up the - company form, and make any edits. - - Use the breadcrumb links to navigate back to the new employee form when done. + company form, and make any edits. Use the breadcrumb links to navigate back to the new employee + form when done. If a new work address is needed, add the address by typing it in the field, then click :guilabel:`Create (new address)` to add the address, or :guilabel:`Create and edit...` to add the new address and edit the address form. -- :guilabel:`Work Location`: using the drop-down menu, select where the :guilabel:`Work Address` is - located. The default options are :guilabel:`Home`, :guilabel:`Office`, or :guilabel:`Other`. +- :guilabel:`Work Location`: Select where the employee works using the drop-down menu. The default + options are :guilabel:`Home`, :guilabel:`Office`, or :guilabel:`Other`. To add a new location, type in the location name, then click :guilabel:`Create (new location)` to add the location, or :guilabel:`Create and edit...` to add the location, assign a :guilabel:`Work Address`, and a :guilabel:`Cover Image`. -.. _employees/approvers: +Usual work location +------------------- -APPROVERS ---------- - -To see this section, the user must have either :guilabel:`Administrator` or :guilabel:`Officer: -Manage all employees` rights set for the **Employees** application. For the category to appear, the -respective app **must** be installed. For example, if the **Time Off** app is not installed, the -:guilabel:`Time Off` approver field does not appear. Only one selection can be made for each field. - - .. important:: - 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` and click - :icon:`oi-arrow-right` :guilabel:`Manage Users` in the :guilabel:`Users` section. Then, click - on an employee, then click into the :guilabel:`Access Rights` tab. Scroll to the - :guilabel:`HUMAN RESOURCES` and check the various settings. - - - 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. - - In order for the user to appear as an approver for :guilabel:`Time Off`, they **must** have - either :guilabel:`Officer:Manage all Requests` or :guilabel:`Administrator` set for the - :guilabel:`Time Off` role. - - In order for the user to appear as an approver for :guilabel:`Timesheets`, they **must** - have either :guilabel:`Officer:Manage all contracts` or :guilabel:`Administrator` set for the - :guilabel:`Payroll` role. - - In order for the user to appear as an approver for :guilabel:`Attendances`, they **must** - have :guilabel:`Administrator` set for the :guilabel:`Payroll` role. - -- :guilabel:`Expense`: using the drop-down menus, select the user responsible for approving all - expenses for the employee. -- :guilabel:`Time Off`: using the drop-down menus, select the user responsible for approving all - time off requests from this employee. -- :guilabel:`Timesheet`: using the drop-down menus, select the user responsible for approving all - the employee's timesheet entries. -- :guilabel:`Attendance`: using the drop-down menus, select the user responsible for approving all - attendance entries for the employee. - -REMOTE WORK ------------ - -This section **only** appears if the *Remote Work* setting is enabled in the configuration menu. +This section states where the employee is expected to work on any given workday. Using the drop-down +menu for each day of the work week, select where the employee works that day. The selected location +is reflected on the employee's Kanban card, indicating their location that day. Use the drop-down menu to select the default location the employee works, for each day of the week. The default options are :guilabel:`Home`, :guilabel:`Office`, or :guilabel:`Other`. @@ -322,28 +119,447 @@ Leave the field blank (:guilabel:`Unspecified`) for non-working days, such as Sa Click :guilabel:`New` to create a new location, then enter the following information on the form. All fields are **required**. - - :guilabel:`Work Location`: enter the name for the location. This can be as general or as - specific, as needed, such as `Home` or `Building 1, Second Floor`, respectfully. - - :guilabel:`Work Address`: using the drop-down menu, select the address for the location. - - :guilabel:`Cover Image`: click on the icon to select it for the :guilabel:`Cover Image`. + - :guilabel:`Work Location`: Enter the name for the location. This can be as general or specific + as needed, such as `Home` or `Building 1, Second Floor`, respectively. + - :guilabel:`Work Address`: Using the drop-down menu, select the address for the location. + - :guilabel:`Cover Image`: Click on the icon to select it for the :guilabel:`Cover Image`. Options are a :icon:`fa-home` :guilabel:`(home)` icon, an :icon:`fa-building-o` :guilabel:`(building)` icon, and a :icon:`fa-map-marker` :guilabel:`(map marker)` icon. - - :guilabel:`Company`: using the drop-down menu, select the company the location applies to. The + - :guilabel:`Company`: Using the drop-down menu, select the company the location applies to. The current company populates this field, by default. This field **only** appears in a multi-company database. .. image:: new_employee/location.png :alt: A new work location form with all fields filled out. -.. _employees/schedule: +Note +---- -SCHEDULE +Enter any relevant notes in this field. + +Organization chart +------------------ + +The related departments appear in this section, illustrating where in the company the employee +works. + +.. note:: + After a :guilabel:`Department` is selected, the department's configured manager automatically + populates the :guilabel:`Manager` field. + +.. tip:: + To make edits to the selected :guilabel:`Department`, :guilabel:`Manager`, or + :guilabel:`Company`, click the :icon:`oi-arrow-right` :guilabel:`(Internal link)` arrow next to + the respective selection. The :icon:`oi-arrow-right` :guilabel:`(Internal link)` arrow opens the + selected form, allowing for modifications. Click :guilabel:`Save` after any edits are made. + +.. _employees/resume: + +Resumé tab +========== + +Resumé +------ + +Enter the employee's work history in the :guilabel:`Resumé` tab. Each resumé line must be entered +individually. When creating an entry for the first time, click :guilabel:`Create Resume Lines`, and +a *Create Resumé Line* form appears. After an entry is added, the :guilabel:`Create Resume Lines` +button is replaced with an :guilabel:`ADD` button. Enter the following information for each entry: + +- :guilabel:`Type`: Click the corresponding button to reflect the *type* of experience being added. + The available options are :guilabel:`Other Experience`, :guilabel:`Education`, + :guilabel:`Training`, or :guilabel:`Internal Certification`. +- :guilabel:`Title`: Type in the title from the previous work experience. +- :guilabel:`Duration`: Enter the start and end dates for the work experience using the calendar + module. +- :guilabel:`Certificate`: If there is a relevant certificate to attach, click the :guilabel:`Upload + your file` button, select the desired file, and click :guilabel:`Select`. The file name appears in + the field, not an image of the certificate. +- :guilabel:`Description`: Enter any relevant details in this field. + +Once all the information is entered, click the :guilabel:`Save & Close` button if there is only one +entry to add, or click the :guilabel:`Save & New` button to save the current entry and create +another resumé line. + +.. image:: new_employee/resume-lines.png + :alt: A resumé entry form with all the information populated. + +.. note:: + After the new employee form is saved, the current position and company is automatically added to + the :guilabel:`Resumé` tab, with the end date listed as `Current`. + +.. _employees/skills: + +Skills & certifications +----------------------- + +An employee's skills and certifications can be entered in the :guilabel:`Resumé` tab in the same +manner that a resumé line is created. + +To add a skill to an employee record, the skill type must first be configured. By default, Odoo +comes with two :guilabel:`Skill Types` preconfigured: *Languages* and *Soft Skills*. +:ref:`Configure the rest of the skill types ` before adding any skills to the +employee record. + +When adding the first skill to an employee record, a :guilabel:`Pick a skill from the list` button +appears in the :guilabel:`Skills` section of the :guilabel:`Resumé` tab. Click the :guilabel:`Pick a +skill from the list` button, and a blank *Update Skills* pop-up window loads. Configure the +following information for each skill: + +- :guilabel:`Category`: Select a :ref:`skill type ` by clicking it. +- :guilabel:`Skill`: After selecting the :guilabel:`Category`, all corresponding skills associated + with that selected :guilabel:`Category` appear in individual buttons. For example, selecting + :guilabel:`Language` as the :guilabel:`Skill Type` presents a variety of languages to select from + in the :guilabel:`Skills` section. Click the appropriate preconfigured skill from the list. + + .. important:: + If the desired skill does not appear in the list, it is **not** possible to add the new skill + from this window. New skills must be added from the :ref:`Skill Types ` + dashboard. + +- :guilabel:`Skill Level`: Pre-defined skill levels associated with the selected + :guilabel:`Category` appear. Click on a :guilabel:`Skill Level` to select it. Skill levels can be + created and modified from the :ref:`Skill Types ` dashboard. + +Click the :guilabel:`Save & Close` button if there is only one skill to add, or click the +:guilabel:`Save & New` button to save the current entry and immediately add another skill. + +At any point, a new line can be added by clicking the :guilabel:`ADD` button. + +.. image:: new_employee/skills.png + :alt: A skill form with the information filled out. + +.. important:: + Only users with :guilabel:`Officer: Manage all employees` or :guilabel:`Administrator` rights for + the **Employees** app can add or edit skills. + +.. _employees/skill-types: + +Skill types +~~~~~~~~~~~ + +To add a skill to an employee's form, the :guilabel:`Skill Types` must be configured. Navigate to +:menuselection:`Employees app --> Configuration --> Skill Types` to view the currently configured +skill types and create new skill types. + +.. note:: + The default skill of :guilabel:`Languages` is preconfigured with twenty-one skills, and the + default :guilabel:`Soft Skills` is preconfigured with fifteen skills. + +Click the :guilabel:`New` button in the upper-left corner, and a new :guilabel:`Skill Type` form +loads. Fill out the following details for the new skill type. Repeat this for all the needed skill +types. + +- :guilabel:`Skill Type`: Enter the name of the skill type. This acts as the parent category for + more specific skills and should be generic. +- :guilabel:`Color`: Click on the existing color to view the available colors. Click the desired + color to select it. +- :guilabel:`Certification`: Click the toggle to indicate the skill is a certification. The toggle + turns green, indicating it is active and the skill can be added to the :ref:`certifications + ` tab. +- :guilabel:`Skills`: Click :guilabel:`Add a line` and enter the :guilabel:`Name` for the new skill, + then repeat for all other needed skills. +- :guilabel:`Levels`: Click :guilabel:`Add a line`, and enter a :guilabel:`Name` and + :guilabel:`Progress` percentage (`0`-`100`) for each level. + + Set a :guilabel:`Default Level` by clicking the toggle on the desired line (only one level can be + selected). The toggle turns green to indicate the default level. Typically, the lowest level is + chosen, but any level can be selected. + + .. example:: + To add math skills in yellow, enter `Math` in the :guilabel:`Skill Type` field, and click the + colored circle next to :guilabel:`Color`, and select yellow. Then, in the :guilabel:`Skills` + field, enter `Algebra`, `Calculus`, and `Trigonometry`. Next, in the :guilabel:`Levels` field, + enter `Beginner`, `Intermediate`, and `Expert`, with the :guilabel:`Progress` listed as `25`, + `50`, and `100`, respectively. Click :guilabel:`Set Default` on the `Beginner` line to set this + as the default skill level. + + .. image:: new_employee/math-skills.png + :alt: A skill form for a Math skill type, with all the information entered. + +.. tip:: + Once the form is completely filled out, click the :icon:`fa-cloud-upload` :guilabel:`(Save + manually)` icon at the top of the screen, and the :guilabel:`Levels` rearrange in descending + order, with the highest level at the top, and the lowest at the bottom, regardless of the default + level and the order they were entered. + +.. _employees/certifications: + +Certifications tab +================== + +This tab houses all the employee's certifications, which can be important for employees who are +required to hold specific certifications to perform their job, such as a :abbr:`CPA (Certified +Public Accountant)` certification for accountants, or a :abbr:`CSM (Certified Safety Manager)` +certification for a construction manager. + +The tab lists each :guilabel:`Certification` in a line, and displays the validity period in the +:guilabel:`From` and :guilabel:`To` fields. + +.. note:: + This tab **only** appears if at least one :ref:`skill type ` is configured + as *certification*. When adding certifications, **only** skill types marked as a certification + can be selected. + +To add a certification, click :guilabel:`Add a line` in the *Certifications* tab and a blank *Create +Certification* pop-up window loads. Enter the following information on the form: + +- :guilabel:`Category`: Click on the type of certification being added. +- :guilabel:`Skill`: Click on the specific skill for the certification. +- :guilabel:`Skill Level`: Click on the level the certification is for. +- :guilabel:`Validity`: Click into the two fields, and select the start and end dates for the + certification, using the calendar selector. + +When the form is complete, click :guilabel:`Save & New` to add the certification and add another, or +:guilabel:`Save & Close` to add the certification and close the pop-up window. + +.. image:: new_employee/certifications.png + :alt: The certification pop-up with everything configured for a C/C++ Advanced certification. + +.. _employees/private-info: + +Personal tab +============ + +No information in the :guilabel:`Personal` tab is required to create an employee, however, some +information in this section may be necessary for the company's payroll department. + +In order to properly process payslips and ensure all deductions are accounted for, it is recommended +to check with the accounting department and payroll department to ensure all required fields are +populated. For example, to pay employees with direct deposit, they **must** have a trusted account +listed in the :guilabel:`Bank Accounts` field. + +Enter the various information in the following sections and fields of the :guilabel:`Personal` tab. +Fields are entered either using a drop-down menu, ticking a checkbox, or typing in the information. + + .. note:: + Depending on the localization setting, other fields may be present. For example, for the United + States localization, a :guilabel:`SSN No` (Social Security Number) field is present. + +.. _employees/private-contact: + +Private contact +--------------- + +- :guilabel:`Email`: Enter the employee's personal email address. +- :guilabel:`Phone`: Enter the employee's personal phone number. +- :guilabel:`Bank Accounts`: Enter the bank account number using the drop-down menu. If the bank + account does not exist, :ref:`create a new bank account ` and select it. + +.. _employees/add-bank: + +Add a bank account +~~~~~~~~~~~~~~~~~~ + +When an employee is added to the database, their bank account must also be added. To add a new bank +account, type the account number into the :guilabel:`Bank Accounts` field in the *Personal* tab of +the employee form, then click :guilabel:`Create and edit..`. + +A *Create Bank Accounts* pop-up window loads with the bank account number populating the +:guilabel:`Account Number` field. Next, enter the :guilabel:`Clearing Number` (also referred to as a +*routing number*) in the corresponding field. + +The employee's name populates the :guilabel:`Account Holder` and :guilabel:`Account Holder Name` +fields by default, but can be updated if needed. + +Next, select the :guilabel:`Bank` using the drop-down menu. If the bank is not already configured, +click :guilabel:`Create and edit...` and a blank *Create Bank* pop-up window loads, with the bank +name populating the :guilabel:`Name` field. Next, enter the :guilabel:`Bank Identifier Code`, also +referred to as a BIC or SWIFT code. If applicable, select the :guilabel:`Intermediary Bank` using +the drop-down menu. This bank acts as a facilitator between banks for international wire transfers, +when needed. Enter the :guilabel:`Bank Address`, :guilabel:`Phone`, and :guilabel:`Email` in the +corresponding fields. Once the form is complete, click :guilabel:`Save`, and the new bank populates +the :guilabel:`Bank` field. + +Click the :guilabel:`Send Money` toggle. This changes the toggle color to green, and the status +changes from :guilabel:`Untrusted` in gray text, to :guilabel:`Trusted` in green text. + +The :guilabel:`Employee` field is populated with the employee's name, and cannot be modified. + +Finally, add any relevant notes in the :guilabel:`Note` tab. + +.. image:: new_employee/bank.png + :alt: The Create Bank Account form with all the information filled out. + +.. important:: + To ensure payments are processed and sent to the bank account, mark the bank account as + :guilabel:`Trusted`. Having an :guilabel:`Untrusted` bank account for an employee causes an error + in the **Payroll** application when processing direct deposits. + + If issuing paper checks or paying via cash, the :guilabel:`Bank` field does not need to be + configured. + +Emergency contact +----------------- + +This section details the person to contact in the event of an emergency. + +- :guilabel:`Contact`: Enter the emergency contact's name. +- :guilabel:`Phone`: Enter the emergency contact's phone number. It is recommended to enter a phone + number that the person has the most access to, typically a mobile phone. + +Citizenship +----------- + +This section outlines all the information relating to the employee's citizenship. This section is +primarily for employees who are working in a different country than their citizenship. For employees +working outside of their home country, for example on a work visa, this information may be required. +Different fields may be visible, depending on the localization installed. + +- :guilabel:`Nationality (Country)`: Select the country the employee is from using the drop-down + menu. +- :guilabel:`Non-resident`: Click this checkbox if the employee lives in a foreign country. +- :guilabel:`Identification No`: Enter the employee's identification number in this field. +- :guilabel:`SSN No`: Enter the employee's social security number. +- :guilabel:`Passport No`: Enter the employee's passport number. + +Family +------ + +This section is used for tax purposes, and affects the **Payroll** app. Enter the following +information in the fields. + +- :guilabel:`Disabled`: Check this box if the employee is considered legally disabled. +- :guilabel:`Marital Status`: Select the marital status for the employee using the drop-down menu. + The default options are :guilabel:`Single`, :guilabel:`Married`, :guilabel:`Legal Cohabitant`, + :guilabel:`Widower`, and :guilabel:`Divorced`. + + If :guilabel:`Married` or :guilabel:`Legal Cohabitant` is selected, two additional fields appear: + :guilabel:`Spouse Legal Name` and :guilabel:`Spouse Birthdate`. Enter these fields with the + respective information. +- :guilabel:`Dependent Children`: Enter the number of dependent children. This number is the same + number used for calculating tax deductions, and should follow all tax regulations regarding + applicable dependents. + +Documents +--------- + +This section allows for uploading any relevant documents on the employee form. Click the +:guilabel:`Upload your file` button next to the corresponding document name, navigate to the file, +then click :guilabel:`Select` to upload the file. + +The documents that can be uploaded are: + +- :guilabel:`ID Card Copy`: Upload any relevant ID's that may be required by the payroll or HR + department. +- :guilabel:`Driving License`: Upload the employee's driver's license. This field may be necessary + if the employee drives as part of their job, or is given a company car to use. +- :guilabel:`SIM Card Copy`: Upload a copy of the SIM card if the employee is using a work-issued + mobile phone. +- :guilabel:`Internet Subscription Invoice`: If the employee is receiving benefits or compensation + for their internet service, upload their invoice in this field. + + .. note:: + The :guilabel:`Internet Subscription Invoice` field is for documentation purposes only. + Employees must use the **Expenses** app to request reimbursement for expenses, or define + compensation in the *Payroll* tab. + +Personal information +-------------------- + +This section houses information used for payroll and tax purposes. + +- :guilabel:`Legal Name`: Enter the employee's legal name in this field. By default, the name + entered in the :ref:`general information section ` populates this field. + This is the name that typically is used for filing taxes. +- :guilabel:`Birthday`: Select the birthday of the employee using the calendar selector. +- :guilabel:`Place of Birth`: Enter the city or town the employee was born in the first field, and + select the country using the drop-down menu. +- :guilabel:`Gender`: Select the employee's gender from the drop-down menu. The default options are + :guilabel:`Male`, :guilabel:`Female`, and :guilabel:`Other`. +- :guilabel:`Payslip Language`: Select the language used when printing the employee's payslips. + Each language must be :doc:`added to the database <../../general/users/language>` to appear in the + drop-down menu. + +Visa & work permit +------------------ + +This section should be filled in if the employee is working on some type of work permit or visa. +This section may be left blank if they do not require any work permits or visas for employment. + +- :guilabel:`Visa No`: Enter the employee's visa number. When entered, an :guilabel:`Expires on` + field appears. Select the date the visa expires using the calendar. +- :guilabel:`Work Permit No`: Enter the employee's work permit number. When entered, an + :guilabel:`Expires on` field appears. Select the date the work permit expires using the calendar. +- :guilabel:`Visa Expiration Date`: Select the date the employee's visa expires using the calendar. +- :guilabel:`Document`: Click :guilabel:`Upload your file`, then navigate to the work permit or visa + file in the file explorer, and click :guilabel:`Select` to upload it. + + .. note:: + Typically, an employee needs either a visa *or* a work permit, not both. For this reason, only + one document can be added to the :guilabel:`Document` field. + +Location -------- -This section defines when the employee is expected to work. +This section is visible for all employees, and does not require any other apps to be installed for +this section to be visible. Enter the following information in this section: -- :guilabel:`Working Hours`: using the drop-down menu, select the hours the employee is expected to - work. By default, a :guilabel:`Standard 40 hour/week` working schedule is available. If the +- :guilabel:`Private Address`: Enter the employee's home address in this field. +- :guilabel:`Home-Work Distance`: enter the number, in miles or kilometers, the employee commutes to + work, in one direction. The unit of measure can be changed from kilometers (:guilabel:`km`) to + miles (:guilabel:`mi`) using the drop-down menu. This field is only necessary if the employee is + receiving any type of commuter benefits or tax deductions based on commute distances. + +Education +--------- + +This section allows for only one entry, and should be populated with the highest degree the employee +has earned. + +- :guilabel:`Certificate Level`: Select the highest degree the employee has earned using the + drop-down menu. The default options are :guilabel:`Graduate`, :guilabel:`Bachelor`, + :guilabel:`Master`, :guilabel:`Doctor`, and :guilabel:`Other`. +- :guilabel:`Field of Study`: Type in the subject the employee studied, such as `Business` or + `Computer Science`. + +.. _employees/payroll: + +Payroll tab +=========== + +Depending on the installed :doc:`payroll localization <../payroll/payroll_localizations>`, the +sections and fields in this tab may vary considerably. Due to the specific nature of localizations +and the variety of information that may be requested in this tab, it is recommended to check with +the accounting department to fill out this section correctly. + +The following fields are universal for all payroll localizations: + +.. seealso:: + :doc:`Payroll localizations <../payroll/payroll_localizations>` + +Contract overview +----------------- + +This section details all the various details from the employee contract. Refer to the +:doc:`contracts <../payroll/contracts>` document for detailed information on creating and modifying +employee contracts. + +Employer costs +-------------- + +This section details the various costs the employer incurs for the employee, including: + +- :guilabel:`Yearly Cost`: This field is automatically updated based on the :guilabel:`Wage` entered + in the *Contract Overview* section, but can be modified, if needed. If it is modified, the + :guilabel:`Wage` field updates to reflect the new :guilabel:`Yearly Cost`. +- :guilabel:`Monthly Cost`: This field automatically displays the monthly cost according to the + :guilabel:`Yearly Cost`. This field cannot be modified. +- :guilabel:`Wage on Signature`: Enter the employee's expected monthly wage according to the + contract in this field. + +.. _employees/schedule: + +Schedule +-------- + +This section defines when the employee is expected to work. Configure the following fields: + +- :guilabel:`Work Entry Source`: Determine how the employee's work entries are created in the + **Payroll** app using the drop-down menu. :guilabel:`Working Schedules` is selected by default. If + the **Attendances** or **Planning** apps are installed, their respective options are available. +- :guilabel:`Working Hours`: Select the hours the employee is expected to work, using the drop-down + menu. By default, a :guilabel:`Standard 40 hours/week` working schedule is selected. If the **Timesheets** app is installed, an :guilabel:`Appointment Resource Default Calendar` option is also available. @@ -352,7 +568,7 @@ This section defines when the employee is expected to work. can be modified or deleted here. .. note:: - :guilabel:`Working Hours` are related to a company's working schedules, and an Employee + :guilabel:`Working Hours` are related to a company's working schedules, and an employee **cannot** have working hours that are outside of a company's working schedule. Each individual working schedule is company-specific. For multi-company databases, each company @@ -361,183 +577,22 @@ This section defines when the employee is expected to work. If an employee's working hours are not configured as a working schedule for the company, new working schedules can be added, or existing working schedules can be modified. - Working hours can be modified in the **Payroll** application, where they are referred to as - :guilabel:`Working Schedules`. + Working hours can be modified in both the **Employees** and **Payroll** apps, where they are + referred to as :guilabel:`Working Schedules`. - For more information on how to create or modify :guilabel:`Working Schedules` in the - **Payroll** application, refer to the :doc:`../../hr/payroll` documentation. + For more information on how to create or modify :guilabel:`Working Schedules`, refer to the + :doc:`working schedules <../payroll/working_schedules>` documentation. After the new working time is created, or an existing one is modified, the :guilabel:`Working Hours` can be selected on the employee form. -- :guilabel:`Timezone`: using the drop-down menu, select the timezone for the employee. +Salary adjustments tab +====================== -PLANNING --------- +This *Salary Adjustments* tab houses all salary adjustments in a list view. Salary adjustments are +wage garnishments or voluntary portions of an employee's payslip set aside each pay period. -This section is **only** visible if the **Planning** app is installed, as this section affects what -the employee can be assigned in the **Planning** app. - -- :guilabel:`Roles`: using the drop-down menu, select all the roles the employee can perform. There - are no preconfigured roles available, so all roles must be :ref:`configured in the Planning app - `. There is no limit to the number of roles assigned to an employee. -- :guilabel:`Default Role`: using the drop-down menu, select the default role the employee will - typically perform. If the :guilabel:`Default Role` is selected before the :guilabel:`Roles` field - is configured, the selected role is automatically added to the list of :guilabel:`Roles`. - -.. _employees/private-info: - -Private information tab -======================= - -No information in the :guilabel:`Private Information` tab is required to create an employee, -however, some information in this section may be necessary for the company's payroll department. - -In order to properly process payslips and ensure all deductions are accounted for, it is recommended -to check with the accounting department and payroll department to ensure all required fields are -populated. - -Enter the various information in the following sections and fields of the :guilabel:`Private -Information` tab. Fields are entered either using a drop-down menu, ticking a checkbox, or typing in -the information. - - .. note:: - Depending on the localization setting, other fields may be present. For example, for the United - States, a :guilabel:`SSN No` (Social Security Number) field is present. - -.. _employees/private-contact: - -PRIVATE CONTACT ---------------- - -- :guilabel:`Private Address`: enter the employee's private home address. -- :guilabel:`Private Email`: enter the employee's personal email address. -- :guilabel:`Private Phone`: enter the employee's personal phone number. -- :guilabel:`Bank Account`: enter the bank account number for the employee, and click - :guilabel:`Create and edit..`. A :guilabel:`Create Bank Account` form loads with the bank account - number populating the :guilabel:`Account Number` field. Next, select the :guilabel:`Bank` using - the drop-down menu. - - If the bank is not already configured, click :guilabel:`Create and edit...` and a blank - :guilabel:`Create Bank` form loads, with the bank name populating the :guilabel:`Bank` field. - Next, enter the :guilabel:`Bank Identifier Code`, also referred to as a BIC or SWIFT code. Then - enter the :guilabel:`Bank Address`, :guilabel:`Phone`, and :guilabel:`Email`. Once the form is - complete, click :guilabel:`Save & Close`, and the new bank populates the :guilabel:`Bank` field. - - Next, enter the :guilabel:`ABA/Routing` number for the bank account, then select the - :guilabel:`Account Holder`, which is typically the employee. - - Finally, click the :guilabel:`Send Money` toggle. This changes the toggle color to green, and the - status changes from :guilabel:`Untrusted` in black text, to :guilabel:`Trusted` in green text. - - .. image:: new_employee/bank.png - :alt: The Create Bank Account form with all the information filled out. - - .. important:: - **All** bank accounts must be marked as :guilabel:`Trusted`, if not payments cannot be - processed and sent to the bank account. Having an :guilabel:`Untrusted` bank account for an - employee will cause an error in the **Payroll** application. - -- :guilabel:`Home-Work Distance`: enter the number, in miles or kilometers, the employee commutes to - work, in one direction. The unit of measure can be changed from kilometers (:guilabel:`km`) to - miles (:guilabel:`mi`) using the drop-down menu. This field is only necessary if the employee is - receiving any type of commuter benefits or tax deductions based on commute distances. -- :guilabel:`Private Car Plate`: enter the license plate for the employee's personal car. - -EMERGENCY ---------- - -This section details the person to contact in the event of an emergency. - -- :guilabel:`Contact Name`: enter the emergency contact's name. -- :guilabel:`Contact Phone`: enter the emergency contact's phone number. It is recommended to enter - a phone number that the person has the most access to, typically a mobile phone. - -FAMILY STATUS -------------- - -This section is used for tax purposes, and affects the **Payroll** app. Enter the following -information in the fields. - -- :guilabel:`Marital Status`: select the marital status for the employee using the drop-down menu. - The default options are :guilabel:`Single`, :guilabel:`Married`, :guilabel:`Legal Cohabitant`, - :guilabel:`Widower`, and :guilabel:`Divorced`. - - If :guilabel:`Married` or :guilabel:`Legal Cohabitant` is selected, two additional fields appear: - :guilabel:`Spouse Complete Name` and :guilabel:`Spouse Birthdate`. Enter these fields with the - respective information. -- :guilabel:`Number of Dependent Children`: enter the number of dependent children. This number is - the same number used for calculating tax deductions, and should follow all tax regulations - regarding applicable dependents. - -CITIZENSHIP ------------ - -This section outlines all the information relating to the employee's citizenship. This section is -primarily for employees who are working in a different country than their citizenship. For employees -working outside of their home country, for example on a work visa, this information may be required. -Information for all fields may not be available. - -- :guilabel:`Nationality (Country)`: using the drop-down menu, select the country the employee is - from. -- :guilabel:`Identification No`: enter the employee's identification number in this field. -- :guilabel:`SSN No`: enter the employee's social security number. -- :guilabel:`Passport No`: enter the employee's passport number. -- :guilabel:`Gender`: select the employee's gender from the drop-down menu. The default options are - :guilabel:`Male`, :guilabel:`Female`, and :guilabel:`Other`. -- :guilabel:`Date of Birth`: using the calendar selector, select the birthday of the employee. -- :guilabel:`Place of Birth`: enter the city or town the employee was born. -- :guilabel:`Country of Birth`: using the drop-down menu, select the country the employee was born. -- :guilabel:`Non-resident`: tick this checkbox if the employee lives in a foreign country. - -EDUCATION ---------- - -This section allows for only one entry, and should be populated with the highest degree the employee -has earned. - -- :guilabel:`Certificate Level`: using the drop-down menu, select the highest degree the employee - has earned. The default options are :guilabel:`Graduate`, :guilabel:`Bachelor`, - :guilabel:`Master`, :guilabel:`Doctor`, and :guilabel:`Other`. -- :guilabel:`Field of Study`: type in the subject the employee studied, such as `Business` or - `Computer Science`. -- :guilabel:`School`: type in the name of the school the employee earned the degree from. - -WORK PERMIT ------------ - -This section should be filled in if the employee is working on some type of work permit. This -section may be left blank if they do not require any work permits for employment. - -- :guilabel:`Visa No`: enter the employee's visa number. -- :guilabel:`Work Permit No`: enter the employee's work permit number. -- :guilabel:`Visa Expiration Date`: using the calendar selector, select the date the employee's visa - expires. -- :guilabel:`Work Permit Expiration Date`: using the calendar selector, select the date the - employee's work permit expires. -- :guilabel:`Work Permit`: click :guilabel:`Upload your file`, then navigate to the work permit file - in the file explorer, and click :guilabel:`Select` to add the permit. - -.. _employees/payroll: - -Payroll tab -=========== - -Depending on the installed :doc:`localization <../payroll/payroll_localizations>`, the sections and -fields in this tab may vary considerably. Due to the specific nature of localizations and the -variety of information that may be requested in this tab, it is recommended to check with the -accounting department to fill out this section correctly. - -The following fields are universal for all localizations: - -- :guilabel:`Legal Name`: enter the legal name for the employee. This is the name that typically is - used for filing taxes. -- :guilabel:`Payslip Language`: enter the desired language to be used when printing payslips for - this employee. -- :guilabel:`Registration Number of the Employee`: enter the employees registration number. - -.. seealso:: - :doc:`Payroll localizations <../payroll/payroll_localizations>` +Add each individual :ref:`salary adjustment ` to this tab. .. _employees/hr-settings: @@ -547,64 +602,147 @@ Settings tab This tab provides various fields for different applications within the database. Depending on what applications are installed, different fields may appear in this tab. -STATUS ------- +User +---- -- :guilabel:`Employee Type`: using the drop-down menu, select the *type* of employee. The default - options are :guilabel:`Employee`, :guilabel:`Worker`, :guilabel:`Student`, :guilabel:`Trainee`, - :guilabel:`Contractor`, and :guilabel:`Freelancer`. -- :guilabel:`Related User`: using the drop-down menu, select a user in the database to link to this - employee. +- :guilabel:`User`: Select a user in the database to link to this employee using the drop-down menu. .. important:: - Employees do **not** need to be users of the database. + Employees do **not** need to be users of the database, and do **not** count towards the Odoo + subscription billing, while users **do** count towards billing. If the new employee should also + be a user, the user **must** :ref:`be created `. +- :guilabel:`Timezone`: Select the timezone for the employee using the drop-down menu. - *Employees* do **not** count towards the Odoo subscription billing, while *Users* **do** count - towards billing. If the new employee should also be a user, the user **must** be created. +.. _employees/new-user: - After the employee is created, click :guilabel:`Create User` at the end of the - :guilabel:`Related User` line. A :guilabel:`Create User` form appears. +Create a user +~~~~~~~~~~~~~ - The employee name populates the :guilabel:`Name` field by default. If the :guilabel:`Email - Address`, :guilabel:`Phone`, :guilabel:`Mobile`, and :guilabel:`photo` are populated on the - employee form, the corresponding fields are auto-populated on the :guilabel:`Create User` form. +After the employee is created, click the :guilabel:`Create User` button on the upper-left corner of +the employee record, and a *Create User* pop-up window appears. - Once the form is completed, click the :guilabel:`Save` button. The user is created, and - populates the :guilabel:`Related User` field. +The employee name populates the :guilabel:`Name` field by default. If the :guilabel:`Email Address`, +:guilabel:`Phone`, :guilabel:`Company`, and :guilabel:`photo` fields are populated on the employee +form, the corresponding fields are auto-populated on the *Create User* form. - Users can also be created manually. For more information on how to manually add a user, refer - to the :doc:`../../general/users/` document. +Once the form is completed, click the :guilabel:`Save` button. The user is created, and populates +the :guilabel:`Related User` field. -APPLICATION SETTINGS +Alternatively, select the :icon:`fa-envelope-o` :guilabel:`Invite teammates via email` option that +appears in the :guilabel:`User` drop-down menu, and an *Invite teammates* pop-up window loads, with +the same fields as the *Create User* pop-up window. Fill out the form, then click :guilabel:`Send +Invitation`. An email invitation is sent to the user, informing them their account has been created. + +Users can also be created manually. For more information on how to manually add a user, refer to the +:doc:`../../general/users/` document. + +.. image:: new_employee/new-user.png + :alt: The invite a user pop-up window, configured. + +.. _employees/approvers: + +Approvers +--------- + +To see this section, the user must have either :guilabel:`Administrator` or :guilabel:`Officer: +Manage all employees` rights set for the **Employees** application. For the category to appear, the +respective app must be installed. For example, if the **Time Off** app is not installed, the +:guilabel:`Time Off` approver field does not appear. Only one selection can be made for each field. + + .. important:: + 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 the :menuselection:`Settings app` and click + :icon:`oi-arrow-right` :guilabel:`Manage Users` in the *Users* section. Then, click on an + employee and go to the :guilabel:`Access Rights` tab. Scroll to the *Human Resources* section + and check the various settings. + + - 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. + - In order for the user to appear as an approver for :guilabel:`Time Off`, they **must** have + either :guilabel:`Officer:Manage all Requests` or :guilabel:`Administrator` set for the + :guilabel:`Time Off` role. + - In order for the user to appear as an approver for :guilabel:`Timesheets`, they **must** + have either :guilabel:`Officer:Manage all contracts` or :guilabel:`Administrator` set for the + :guilabel:`Payroll` role. + - In order for the user to appear as an approver for :guilabel:`Attendances`, they **must** + have :guilabel:`Administrator` set for the :guilabel:`Payroll` role. + +- :guilabel:`HR Responsible`: Select the user responsible for validating the employee's contracts + using the drop-down menu. +- :guilabel:`Expense`: Select the user responsible for approving all expenses for the employee using + the drop-down menu. +- :guilabel:`Time Off`: Select the user responsible for approving all time off requests from this + employee using the drop-down menu. +- :guilabel:`Timesheet`: Select the user responsible for approving all the employee's timesheet + entries using the drop-down menu. +- :guilabel:`Attendance`: Select the user responsible for approving all attendance entries for the + employee using the drop-down menu. + +.. tip:: + If any approver field is left empty, the approval is done by an Administrator or Approver. + +Application settings -------------------- This section affects the **Fleet** and **Manufacturing** apps. Enter the following information in this section. -- :guilabel:`Hourly Cost`: enter the hourly cost for the employee, in a XX.XX format. This cost is +- :guilabel:`Hourly Cost`: Enter the hourly cost for the employee, in a `##.##` format. This cost is factored in when the employee is working at a :doc:`work center <../../inventory_and_mrp/manufacturing/advanced_configuration/using_work_centers>`. .. note:: - Manufacturing costs are added to the costs for producing a product, if the value of the + Manufacturing costs are added to the costs for producing a product if the value of the manufactured product is **not** a fixed amount. This cost does **not** affect the **Payroll** application. -- :guilabel:`Fleet Mobility Card`: if applicable, enter the :guilabel:`Fleet Mobility Card` number +- :guilabel:`Fleet Mobility Card`: If applicable, enter the :guilabel:`Fleet Mobility Card` number. + This is typically a credit card for gas purchases or other vehicle-related costs. + +Appraisal +--------- + +This field is **only** visible if the **Appraisals** application is installed. + +- :guilabel:`Next Appraisal Date`: The date automatically populates the date of the next appraisal + which is computed according to the settings configured in the **Appraisals** application. This + date can be modified using the calendar selector. + +Planning +-------- + +This section is **only** visible if the **Planning** app is installed, as this section affects what +the employee can be assigned in the **Planning** app. + +- :guilabel:`Roles`: Select all the roles the employee can perform using the drop-down menu. There + are no preconfigured roles available, so all roles must be :ref:`configured in the Planning app + `. There is no limit to the number of roles assigned to an employee. +- :guilabel:`Default Role`: Select the default role the employee will typically perform using the + drop-down menu. If the :guilabel:`Default Role` is selected before the :guilabel:`Roles` field is + configured, the selected role is automatically added to the list of :guilabel:`Roles`. .. _employees/hr-attn-pos: -ATTENDANCE/POINT OF SALE ------------------------- +Attendance/Point of Sale/Manufacturing +-------------------------------------- -This section determines how employees sign in to either the **Attendances** or **Point Of Sale** -apps, and only appear if either of these apps is installed. +This section determines how employees sign in to either the **Attendances**. **Point Of Sale**, or +**Manufacturing** apps, and only appear if any of those apps are installed. -- :guilabel:`PIN Code`: enter the employee's pin number in this field. This code is used to sign in +- :guilabel:`PIN Code`: Enter the employee's pin number in this field. This code is used to sign in and out of **Attendances** app kiosks, and a :abbr:`POS (Point Of Sale)` system. -- :guilabel:`Badge ID`: click :guilabel:`Generate` at the end of the :guilabel:`Badge ID` line to - create a badge number. Once generated, the badge number populates the :guilabel:`Badge ID` field, - and :guilabel:`Generate` changes to :guilabel:`Print Badge`. Click :guilabel:`Print Badge` to - create a PDF file of the employee's badge. The badge can be printed and used to log into a - :abbr:`POS (point of sale)` system or :ref:`check-in ` on an - **Attendances** app kiosk. +- :guilabel:`RFID/Badge Number`: Click :guilabel:`Generate` at the end of the :guilabel:`RFID/Badge + Number` line to create a unique number. Once generated, the number populates the + :guilabel:`RFID/Badge Number` field, and :guilabel:`Generate` changes to :guilabel:`Print Badge`. + Click :guilabel:`Print Badge` to create a PDF file of the employee's badge. The badge can be + printed and used to log into a :abbr:`POS (point of sale)` system or :ref:`check-in + ` on an **Attendances** app kiosk. + + If the employee uses an RFID token or already has an ID badge issued with a barcode, click + :guilabel:`Read a badge` and the system allows the barcode or RFID token to be read. Once read, + the number populates the :guilabel:`RFID/Badge Number` field. +- :guilabel:`Overtime Ruleset`: Select the overtime rules to be used when calculating overtime for + the employee using the drop-down menu. diff --git a/content/applications/hr/employees/new_employee/certifications.png b/content/applications/hr/employees/new_employee/certifications.png new file mode 100644 index 0000000000..b047f4edd0 Binary files /dev/null and b/content/applications/hr/employees/new_employee/certifications.png differ diff --git a/content/applications/hr/employees/new_employee/gen-info.png b/content/applications/hr/employees/new_employee/gen-info.png new file mode 100644 index 0000000000..626d0dc797 Binary files /dev/null and b/content/applications/hr/employees/new_employee/gen-info.png differ diff --git a/content/applications/hr/employees/new_employee/job-description-fields.png b/content/applications/hr/employees/new_employee/job-description-fields.png deleted file mode 100644 index 86d3f71407..0000000000 Binary files a/content/applications/hr/employees/new_employee/job-description-fields.png and /dev/null differ diff --git a/content/applications/hr/employees/new_employee/job-title-fields.png b/content/applications/hr/employees/new_employee/job-title-fields.png new file mode 100644 index 0000000000..0c16b594b4 Binary files /dev/null and b/content/applications/hr/employees/new_employee/job-title-fields.png differ diff --git a/content/applications/hr/employees/new_employee/math-skills.png b/content/applications/hr/employees/new_employee/math-skills.png index 11e294efe4..26b17dc25b 100644 Binary files a/content/applications/hr/employees/new_employee/math-skills.png and b/content/applications/hr/employees/new_employee/math-skills.png differ diff --git a/content/applications/hr/employees/new_employee/new-employee-form.png b/content/applications/hr/employees/new_employee/new-employee-form.png deleted file mode 100644 index 917069120a..0000000000 Binary files a/content/applications/hr/employees/new_employee/new-employee-form.png and /dev/null differ diff --git a/content/applications/hr/employees/new_employee/new-user.png b/content/applications/hr/employees/new_employee/new-user.png new file mode 100644 index 0000000000..357b3b7b17 Binary files /dev/null and b/content/applications/hr/employees/new_employee/new-user.png differ diff --git a/content/applications/hr/employees/new_employee/resume-lines.png b/content/applications/hr/employees/new_employee/resume-lines.png index 77b3c67beb..e7a76c18b4 100644 Binary files a/content/applications/hr/employees/new_employee/resume-lines.png and b/content/applications/hr/employees/new_employee/resume-lines.png differ diff --git a/content/applications/hr/employees/new_employee/select-skills.png b/content/applications/hr/employees/new_employee/select-skills.png deleted file mode 100644 index b2a81ca27f..0000000000 Binary files a/content/applications/hr/employees/new_employee/select-skills.png and /dev/null differ diff --git a/content/applications/hr/employees/new_employee/skills.png b/content/applications/hr/employees/new_employee/skills.png new file mode 100644 index 0000000000..fe4baa03bc Binary files /dev/null and b/content/applications/hr/employees/new_employee/skills.png differ