diff --git a/content/applications/hr/attendances.rst b/content/applications/hr/attendances.rst index d4d8c3ab3d..3ee46b7b4e 100644 --- a/content/applications/hr/attendances.rst +++ b/content/applications/hr/attendances.rst @@ -150,6 +150,7 @@ when extra time is counted and what time is not logged. .. seealso:: - :doc:`attendances/check_in_check_out` - :doc:`attendances/kiosks` + - :doc:`attendances/attendance_onboarding` - :doc:`attendances/management` - :doc:`attendances/attendance_logs` - :doc:`attendances/hardware` @@ -160,6 +161,7 @@ when extra time is counted and what time is not logged. attendances/check_in_check_out attendances/kiosks + attendances/attendance_onboarding attendances/management attendances/attendance_logs attendances/hardware diff --git a/content/applications/hr/attendances/attendance_onboarding.rst b/content/applications/hr/attendances/attendance_onboarding.rst new file mode 100644 index 0000000000..c00e89807a --- /dev/null +++ b/content/applications/hr/attendances/attendance_onboarding.rst @@ -0,0 +1,130 @@ +========== +Onboarding +========== + +The **Attendances** application allows for various ways to check-in and check-out of work. Managers +or HR workers may need to train employees on the various methods available. Odoo's **Attendances** +application has an onboarding feature to aid with employee training. + +To open the *Onboarding* screen, navigate to :menuselection:`Attendances app --> Configuration --> +Onboarding`. The screen loads an onboarding dashboard, with three options to check-in: +:ref:`manually `, with a :ref:`barcode `, +or with an :ref:`RFID token `. + +.. note:: + This can be done on either a PC or tablet. + +.. image:: attendance_onboarding/onboarding-screen.png + :alt: The onboarding screen in the Attendances app, with three options to check-in. + +.. important:: + When onboarding employees using the *Onboarding* interface, any attendance logs created are + reflected in the database. This means that employees who check-in during onboarding training are + logged into work in the **Attendances** app. + + If managers want to use the *Onboarding* dashboard as a training *only*, they must check + attendance records and make any necessary modifications, so all attendance records are accurate + and reflect the correct working hours. + +.. _attendances/onboard-manual: + +Manual selection +================ + +On the *Onboarding* screen, click or tap on the image above the text :guilabel:`Select on Tablet`. A +dashboard loads with all employees listed in a default Kanban view. All Kanban cards indicate the +employee's current status with either a red :guilabel:`Absent` or a green :guilabel:`On Site` text +in the upper-right corner of the card. + +.. image:: attendance_onboarding/manual-dash.png + :alt: The manual selection check in screen in the Attendances app onboarding. + +Navigate to the desired employee, then click or tap their Kanban card. The employee is automatically +checked-in or checked-out depending on their status in the **Attendances** app. The screen briefly +displays a *Welcome* or *Goodbye* screen with the current date and time, along with any previously +logged attendance hours. + +After the specified period of time designated in the :ref:`kiosk settings +` has elapsed, the screen reverts to the main *Onboarding* dashboard. To +exit the screen sooner, click the :guilabel:`OK` button. + +.. note:: + The list of departments on the left-side or the search bar at the top can be used to navigate to + the desired employee. + +.. _attendances/onboard-barcode: + +Badge with barcode +================== + +The second option available to check-in or check-out is to use an ID badge that has a barcode on it. +Click or tap on the center image above the text :guilabel:`Badge with Barcode on Tablet`, and a +dashboard loads displaying two options: :guilabel:`Scan your badge` and :guilabel:`New Set-up +(Employee/Badge)`. + +If the employee has an ID badge with a barcode, click the :guilabel:`Scan your badge` button to scan +the barcode using either the device's camera or a dedicated barcode scanner. A *Barcode Scanner* +pop-up window loads and displays the area being scanned. Scan the barcode to check in or check out +of the database. + +.. image:: attendance_onboarding/barcode-scan.png + :alt: The barcode scanning dashboard from the Onboarding screen. + +.. note:: + The **Barcode** app does **not** need to be installed to use the barcode option. + +Create a new barcode +-------------------- + +If the employee does *not* have a barcode, click the :guilabel:`New Set-up (Employee/Badge)` button +to bring up the *Set-up* pop-up window. Using the drop-down menu beneath the text :guilabel:`Select +Employee Without Badge`, select the *existing* employee who does **not** have a barcode. Next, enter +the new barcode in the corresponding field. + +Once completed, click the :guilabel:`Set the Badge` button. The *Set-up* pop-up window closes, and a +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 `. + +.. image:: attendance_onboarding/new-barcode.png + :alt: A barcode set-up pop-up window with a new barcode entered. + +.. important:: + The *Set-up* pop-up window **only** creates a new barcode and stores the number on the employee's + record. The barcode must be printed to scan it with the :guilabel:`Badge with Barcode on Tablet` + option. + + If the employee already has a barcode on their profile, the current barcode is replaced with the + newly entered one. + +Create a new employee +--------------------- + +If an employee has **not** been created in the system, a new employee can be added to the database +from the *Set-up* pop-up window. Type in the employee's name in the field below :guilabel:`Create +the name of the new employee below`, then click the :guilabel:`Confirm` button. + +The *Set-up* pop-up window closes, and a notification stating `Employee created successfully!` +appears in the upper-right corner of the *Onboarding* dashboard. + +.. important:: + The *Set-up* pop-up window only creates a new employee record in the **Employees** app. A barcode + must be created and printed to scan it with the :guilabel:`Badge with Barcode on Tablet` option. + +.. _attendances/onboard-rfid: + +RFID token +========== + +The third option available to check in on the *Onboarding* dashboard is to use an RFID token. Click +the button above the text :guilabel:`RFID Token with reader on tablet` to bring up a dashboard with +two options: :guilabel:`Scan your badge`, or :guilabel:`New Set-up (Employee/Badge)`. + +If the employee has an RFID token, click the :guilabel:`Scan your badge` button to scan the RFID +token using a connected RFID reader. + +.. important:: + To use this feature, both RFID key fobs *and* an RFID reader **must** be purchased. Follow the + manufacturer's directions to install the RFID reader and set up the RFID key fob. diff --git a/content/applications/hr/attendances/attendance_onboarding/barcode-scan.png b/content/applications/hr/attendances/attendance_onboarding/barcode-scan.png new file mode 100644 index 0000000000..dbc7ade196 Binary files /dev/null and b/content/applications/hr/attendances/attendance_onboarding/barcode-scan.png differ diff --git a/content/applications/hr/attendances/attendance_onboarding/manual-dash.png b/content/applications/hr/attendances/attendance_onboarding/manual-dash.png new file mode 100644 index 0000000000..5d18406b31 Binary files /dev/null and b/content/applications/hr/attendances/attendance_onboarding/manual-dash.png differ diff --git a/content/applications/hr/attendances/attendance_onboarding/new-barcode.png b/content/applications/hr/attendances/attendance_onboarding/new-barcode.png new file mode 100644 index 0000000000..1b09b168d8 Binary files /dev/null and b/content/applications/hr/attendances/attendance_onboarding/new-barcode.png differ diff --git a/content/applications/hr/attendances/attendance_onboarding/onboarding-screen.png b/content/applications/hr/attendances/attendance_onboarding/onboarding-screen.png new file mode 100644 index 0000000000..b47f820c70 Binary files /dev/null and b/content/applications/hr/attendances/attendance_onboarding/onboarding-screen.png differ diff --git a/content/applications/hr/employees/new_employee.rst b/content/applications/hr/employees/new_employee.rst index c887e120f3..9df24593db 100644 --- a/content/applications/hr/employees/new_employee.rst +++ b/content/applications/hr/employees/new_employee.rst @@ -592,6 +592,8 @@ this section. - :guilabel:`Fleet Mobility Card`: if applicable, enter the :guilabel:`Fleet Mobility Card` number +.. _employees/hr-attn-pos: + ATTENDANCE/POINT OF SALE ------------------------