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[ADD] Attendances - Onboarding
closes odoo/documentation#16129 Signed-off-by: Lara Martini (larm) <larm@odoo.com>
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@@ -150,6 +150,7 @@ when extra time is counted and what time is not logged.
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.. seealso::
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- :doc:`attendances/check_in_check_out`
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- :doc:`attendances/kiosks`
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- :doc:`attendances/attendance_onboarding`
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- :doc:`attendances/management`
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- :doc:`attendances/attendance_logs`
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- :doc:`attendances/hardware`
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@@ -160,6 +161,7 @@ when extra time is counted and what time is not logged.
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attendances/check_in_check_out
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attendances/kiosks
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attendances/attendance_onboarding
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attendances/management
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attendances/attendance_logs
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attendances/hardware
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130
content/applications/hr/attendances/attendance_onboarding.rst
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130
content/applications/hr/attendances/attendance_onboarding.rst
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@@ -0,0 +1,130 @@
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==========
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Onboarding
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==========
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The **Attendances** application allows for various ways to check-in and check-out of work. Managers
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or HR workers may need to train employees on the various methods available. Odoo's **Attendances**
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application has an onboarding feature to aid with employee training.
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To open the *Onboarding* screen, navigate to :menuselection:`Attendances app --> Configuration -->
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Onboarding`. The screen loads an onboarding dashboard, with three options to check-in:
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:ref:`manually <attendances/onboard-manual>`, with a :ref:`barcode <attendances/onboard-barcode>`,
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or with an :ref:`RFID token <attendances/onboard-rfid>`.
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.. note::
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This can be done on either a PC or tablet.
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.. image:: attendance_onboarding/onboarding-screen.png
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:alt: The onboarding screen in the Attendances app, with three options to check-in.
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.. important::
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When onboarding employees using the *Onboarding* interface, any attendance logs created are
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reflected in the database. This means that employees who check-in during onboarding training are
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logged into work in the **Attendances** app.
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If managers want to use the *Onboarding* dashboard as a training *only*, they must check
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attendance records and make any necessary modifications, so all attendance records are accurate
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and reflect the correct working hours.
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.. _attendances/onboard-manual:
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Manual selection
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================
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On the *Onboarding* screen, click or tap on the image above the text :guilabel:`Select on Tablet`. A
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dashboard loads with all employees listed in a default Kanban view. All Kanban cards indicate the
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employee's current status with either a red :guilabel:`Absent` or a green :guilabel:`On Site` text
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in the upper-right corner of the card.
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.. image:: attendance_onboarding/manual-dash.png
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:alt: The manual selection check in screen in the Attendances app onboarding.
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Navigate to the desired employee, then click or tap their Kanban card. The employee is automatically
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checked-in or checked-out depending on their status in the **Attendances** app. The screen briefly
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displays a *Welcome* or *Goodbye* screen with the current date and time, along with any previously
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logged attendance hours.
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After the specified period of time designated in the :ref:`kiosk settings
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<attendances/kiosk-settings>` has elapsed, the screen reverts to the main *Onboarding* dashboard. To
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exit the screen sooner, click the :guilabel:`OK` button.
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.. note::
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The list of departments on the left-side or the search bar at the top can be used to navigate to
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the desired employee.
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.. _attendances/onboard-barcode:
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Badge with barcode
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==================
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The second option available to check-in or check-out is to use an ID badge that has a barcode on it.
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Click or tap on the center image above the text :guilabel:`Badge with Barcode on Tablet`, and a
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dashboard loads displaying two options: :guilabel:`Scan your badge` and :guilabel:`New Set-up
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(Employee/Badge)`.
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If the employee has an ID badge with a barcode, click the :guilabel:`Scan your badge` button to scan
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the barcode using either the device's camera or a dedicated barcode scanner. A *Barcode Scanner*
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pop-up window loads and displays the area being scanned. Scan the barcode to check in or check out
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of the database.
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.. image:: attendance_onboarding/barcode-scan.png
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:alt: The barcode scanning dashboard from the Onboarding screen.
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.. note::
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The **Barcode** app does **not** need to be installed to use the barcode option.
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Create a new barcode
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--------------------
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If the employee does *not* have a barcode, click the :guilabel:`New Set-up (Employee/Badge)` button
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to bring up the *Set-up* pop-up window. Using the drop-down menu beneath the text :guilabel:`Select
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Employee Without Badge`, select the *existing* employee who does **not** have a barcode. Next, enter
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the new barcode in the corresponding field.
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Once completed, click the :guilabel:`Set the Badge` button. The *Set-up* pop-up window closes, and a
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notification stating `Badge assigned successfully!` appears in the upper-right corner of the
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*Onboarding* dashboard.
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The new badge number appears in the *Badge ID* field in the *Settings* tab on the :ref:`employee's
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form <employees/hr-attn-pos>`.
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.. image:: attendance_onboarding/new-barcode.png
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:alt: A barcode set-up pop-up window with a new barcode entered.
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.. important::
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The *Set-up* pop-up window **only** creates a new barcode and stores the number on the employee's
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record. The barcode must be printed to scan it with the :guilabel:`Badge with Barcode on Tablet`
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option.
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If the employee already has a barcode on their profile, the current barcode is replaced with the
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newly entered one.
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Create a new employee
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---------------------
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If an employee has **not** been created in the system, a new employee can be added to the database
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from the *Set-up* pop-up window. Type in the employee's name in the field below :guilabel:`Create
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the name of the new employee below`, then click the :guilabel:`Confirm` button.
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The *Set-up* pop-up window closes, and a notification stating `Employee created successfully!`
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appears in the upper-right corner of the *Onboarding* dashboard.
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.. important::
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The *Set-up* pop-up window only creates a new employee record in the **Employees** app. A barcode
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must be created and printed to scan it with the :guilabel:`Badge with Barcode on Tablet` option.
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.. _attendances/onboard-rfid:
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RFID token
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==========
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The third option available to check in on the *Onboarding* dashboard is to use an RFID token. Click
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the button above the text :guilabel:`RFID Token with reader on tablet` to bring up a dashboard with
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two options: :guilabel:`Scan your badge`, or :guilabel:`New Set-up (Employee/Badge)`.
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If the employee has an RFID token, click the :guilabel:`Scan your badge` button to scan the RFID
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token using a connected RFID reader.
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.. important::
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To use this feature, both RFID key fobs *and* an RFID reader **must** be purchased. Follow the
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manufacturer's directions to install the RFID reader and set up the RFID key fob.
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@@ -592,6 +592,8 @@ this section.
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- :guilabel:`Fleet Mobility Card`: if applicable, enter the :guilabel:`Fleet Mobility Card` number
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.. _employees/hr-attn-pos:
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ATTENDANCE/POINT OF SALE
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------------------------
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