diff --git a/content/applications/hr/employees/new_employee.rst b/content/applications/hr/employees/new_employee.rst index db62de4052..0a15d19a5c 100644 --- a/content/applications/hr/employees/new_employee.rst +++ b/content/applications/hr/employees/new_employee.rst @@ -489,6 +489,8 @@ This section may be left blank if they do not require any work permits or visas 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. +.. _employees/location: + Location -------- @@ -496,7 +498,7 @@ This section is visible for all employees, and does not require any other apps t this section to be visible. Enter the following information in this section: - :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 +- :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. diff --git a/content/applications/hr/fleet.rst b/content/applications/hr/fleet.rst index 7c1795d689..2a03726fb3 100644 --- a/content/applications/hr/fleet.rst +++ b/content/applications/hr/fleet.rst @@ -11,3 +11,4 @@ Fleet fleet/service fleet/accidents fleet/cost_analysis + fleet/odometers diff --git a/content/applications/hr/fleet/odometers.rst b/content/applications/hr/fleet/odometers.rst new file mode 100644 index 0000000000..11101a4b71 --- /dev/null +++ b/content/applications/hr/fleet/odometers.rst @@ -0,0 +1,69 @@ +======================== +Odometer analysis report +======================== + +The **Fleet** app allows for analysis of all odometer readings logged in the system, which managers +can use to determine the use, in terms of mileage, of their vehicles. + +This information can aid in decision making when determining which vehicles to add to the fleet, or +which vehicles to retire. Additionally, this information can assist when performing routine audits, +ensuring vehicles used adhere to company policy, and accurate records are being kept. + +For the *Odometer Analysis* report to deliver reliable, meaningful insights, ensure odometer +readings are updated regularly for every vehicle. Typically, odometer values are updated when a +vehicle is :ref:`added to the fleet `, and when any :ref:`services +` are performed on a vehicle. + +.. note:: + Many companies follow internal policies for routine odometer updates. For example, delivery + trucks may require weekly odometer reporting, while employee vehicles might only need to report + mileage on a monthly basis. + +.. _fleet/odometers/total-costs: + +Monthly odometer values +======================= + +To view the *Odometer Analysis* report, navigate to :menuselection:`Fleet app --> Reporting --> +Odometers`. The default report shows a line chart of the odometer values, grouped by month, then +vehicle category. + +The mileage shown is the odometer value *per month*, not the :ref:`total accumulated mileage +` each month. This report allows managers to see which vehicle +categories are being driven the most on a monthly basis. + +The data in this report may aid managers when performing audits, since the data from this report can +be compared to the expected mileage, such as round trip distances for repairs or deliveries. This +may help ensure vehicles are not being used for non-work purposes. Additionally, the total mileage +driven for employee vehicles may be compared to the expected mileage according to the +:ref:`home-work distance ` configured on employee records. + +.. example:: + In this report, it is possible to determine that the *Delivery Trucks* have both the highest and + most consistent mileage, month to month. + + .. image:: odometers/odometers-monthly.png + :alt: The total odometer value per month for all vehicles. + +.. _fleet/odometers/by-vehicle: + +Total odometer values +===================== + +To view the total odometer value for all vehicles in the fleet, open the *Odometer Analysis* report +by navigating to :menuselection:`Fleet app --> Reporting --> Odometers`. Click on the +:guilabel:`Measures` button, and select :guilabel:`Odometer Value` from the drop-down menu. + +This presents all the odometer values, grouped by month and category. This allows companies to learn +which vehicle type logs the most miles, and is therefore on the road or in use the most. This +information may aid managers in determining which vehicles add the most value and should be kept, +and which vehicles should be retired. + +.. example:: + In this report, it can be determined that the *Delivery Trucks* (the blue line in the graph) + drive the most miles each month, more than double the combined mileage of the other vehicles. The + *Repair Vans* and *Employee Cars* both drive a comparable amount of miles each month, with + *Employee Cars* logging slightly more miles, overall. + + .. image:: odometers/odometer-total.png + :alt: The odometer report showing total odometer values, by month and category. diff --git a/content/applications/hr/fleet/odometers/odometer-total.png b/content/applications/hr/fleet/odometers/odometer-total.png new file mode 100644 index 0000000000..b09d7cdbdd Binary files /dev/null and b/content/applications/hr/fleet/odometers/odometer-total.png differ diff --git a/content/applications/hr/fleet/odometers/odometers-monthly.png b/content/applications/hr/fleet/odometers/odometers-monthly.png new file mode 100644 index 0000000000..800ddcaca9 Binary files /dev/null and b/content/applications/hr/fleet/odometers/odometers-monthly.png differ