[IMP] Employees: Update new employees

closes odoo/documentation#13156

X-original-commit: 7ee8727f9b
Signed-off-by: Lara Martini (larm) <larm@odoo.com>

content/applications/hr/employees/new_employee.rst

@@ -6,7 +6,9 @@ When a new employee is hired, the first step is to create a new employee record.
 centralized place where all important information about the employee is stored, including
 :ref:`general information <employees/general-info>`, :ref:`job history and skills
 <employees/resume>`, :ref:`various work information <employees/work-info-tab>`, :ref:`personal
-details <employees/private-info>`, :ref:`documents <employees/docs>`, and more.
+details <employees/private-info>`, :ref:`payroll-related information <employees/payroll>`, and
+various :ref:`settings <employees/hr-settings>` that affect integrations with other apps in the
+database.
 
 To begin, open the :menuselection:`Employees` app, then click the :guilabel:`New` button in the
 upper-left corner. Doing so reveals a blank employee form.
@@ -14,12 +16,11 @@ 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
-   :align: center
    :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
+   :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.
 
 .. _employees/general-info:
@@ -27,31 +28,17 @@ Proceed to fill out the required information, along with any additional details.
 General information
 ===================
 
-The employee form automatically saves as data is entered. However, the form can be saved manually at
-any time by clicking the :guilabel:`Save manually` option, represented by a :guilabel:`(cloud with
-an upwards arrow)` icon.
+Fill out the following employee details.
 
-Required fields
----------------
+.. 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.
-- :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.
-
-.. image:: new_employee/employee-new.png
-   :align: center
-   :alt: A new employee form with the required fields highlighted.
-
-Optional fields
----------------
-
-- :guilabel:`Photo`: in the top-right image box of the employee form, click on the :guilabel:`✏️
-  (pencil)` edit icon to select a photo to upload.
-- :guilabel:`Job Position`: enter the employee's job title under their name, or select it from the
-  :guilabel:`Job Position` field drop-down menu below to have this top field auto-populate. The
-  :guilabel:`Job Position` field under the employee name can be modified, and does *not* need to
-  match the selection made in the :guilabel:`Job Position` drop-down menu in the field below.
+- :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
@@ -59,86 +46,85 @@ Optional fields
      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
+     :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` field,
-     the position could be more specific, such as `Sales Representative - Subscriptions` if the
-     employee is focused solely on subscription sales.
+     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
-        :align: center
         :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.
-- :guilabel:`Work Contact Information`: enter the employee's :guilabel:`Work Mobile`,
-  :guilabel:`Work Phone`, :guilabel:`Work Email`, and/or :guilabel:`Company` name, if not already
-  auto-populated.
+  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. 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. These positions are
-  from the :doc:`Recruitment <../../hr/recruitment/new_job/>` application, and reflect the
-  currently configured job positions.
+- :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.
+- :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:`Manager` is selected, if the :guilabel:`Coach` field is blank, the selected
-   manager automatically populates the :guilabel:`Coach` field.
+   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 :guilabel:`Internal Link` arrow next to the respective selection.
-   The :guilabel:`Internal Link` arrow opens the selected form, allowing for modifications. Click
-   :guilabel:`Save` after any edits are made.
-
-Additional information tabs
-===========================
+   :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
-~~~~~~
+------
 
-Next, 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.
-
-.. image:: new_employee/resume-lines.png
-   :align: center
-   :alt: A resumé entry form with all the information populated.
+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:`Side Projects`, :guilabel:`Internal Certification`,
-  :guilabel:`Completed Internal Training`, or type in a new entry, then click :guilabel:`Create
-  "(Type)"`.
+  :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, :guilabel:`Certification` for experience gained through a certification, or
-  :guilabel:`Course` for non-certified classes.
+  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 :guilabel:`<
-  (left arrow)` and :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 :guilabel:`✔️ Apply`.
+  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`.
@@ -146,139 +132,148 @@ another resumé line.
 .. _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 be configured first. If no skill
-types are configured, a :guilabel:`Create new Skills` button appears in the :guilabel:`Skills`
-section of the :guilabel:`Resumé` tab. :ref:`Configure the skill types <employees/skill-types>`
-before adding any skills to the employee record.
+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 <employees/skill-types>` before adding any skills to the
+employee record.
 
-If the skill types are configured, a :guilabel:`Pick a skill from the list` button appears instead.
-Click the :guilabel:`Pick a skill from the list` button, and select the following information for
-each skill.
-
-.. image:: new_employee/select-skills.png
-   :align: center
-   :alt: A skill form with the information filled out.
+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 <employees/skill-types>` 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 pre-configured skill, or type in a new
-  skill, then click :guilabel:`Create "(new skill)"`.
+  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 <employees/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 and
-  progress can be modified in the :guilabel:`Skill Level` pop-up form, which is accessed via the
-  :guilabel:`Internal Link` arrow next to :guilabel:`Skill Level` field.
+  automatically displays the pre-defined progress for that specific skill level. Skill levels can be
+  created and modified from the :ref:`Skill Types <employees/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.
 
-To delete any line from the :guilabel:`Resumé` tab, click the :guilabel:`🗑️ (trash can)` icon to
-delete the entry. Add a new line by clicking the :guilabel:`Add` button next to the corresponding
-section.
+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.
+   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 --> Employee: Skill Types` to view the currently
-configured skill types and create new skill types.
+: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 pre-configured as a skill *type*, but there are no
-   specific language *skills* listed within that skill type. The :guilabel:`Languages` skill type
-   must be fully configured before it can be used.
+   The default skill of :guilabel:`Languages` is preconfigured with twenty-one skills, and the
+   default :guilabel:`Soft Skills` is preconfigured with fifteen skills.
 
-Click :guilabel:`New` and a new :guilabel:`Skill Type` form appears. Fill out all the details for
-the new skill type. Repeat this for all the needed skill types.
+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
+- :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 the :guilabel:`Name` of the level.
-  Next, click into the :guilabel:`Progress` field, and enter a percentage (0-100) for that level.
-  Repeat for all additional levels, as needed.
-- :guilabel:`Default Level`: click the toggle on the level line to set that level as the default.
-  Typically, the lowest level is set as the default, but any level can be chosen. The toggle turns
-  green, indicating it is the default level for the skill. Only one level can be set as the default.
+- :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, enter `Math` in the :guilabel:`Name` field. Next, in the
-     :guilabel:`Skills` field, enter `Algebra`, `Calculus`, and `Trigonometry`. Last, in the
+     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. Last, click :guilabel:`Set
-     Default` on the `Beginner` line to set this as the default skill level.
+     :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
-        :align: center
         :alt: A skill form for a Math skill type, with all the information entered.
 
-The :guilabel:`Skill Type` form automatically saves as data is entered.
-
 .. tip::
-   Once the form is completely filled out, click the :guilabel:`Save manually` button, represented
-   by a :guilabel:`cloud with an upwards arrow` 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.
+   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/work-info-tab:
 
 Work information tab
---------------------
+====================
 
-The :guilabel:`Work Information` tab is where the employee's specific job related information is
-found. Their working schedule, various roles, who approves their specific requests (time off,
-timesheets, and expenses), their remote work schedule, and specific work location details are listed
-here.
+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.
 
 Click on the :guilabel:`Work Information` tab to access this section, and enter the following
-information for the new employee:
+information for the new employee, for the various sections listed below.
 
-- :guilabel:`Location`: select the :guilabel:`Work Address` from the drop-down menu. To modify the
-  address, hover over the first line (if there are multiple lines) of the address to reveal an
-  :guilabel:`Internal Link` arrow. Click the :guilabel:`Internal Link` arrow to open up the company
-  form, and make any edits.
+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
+  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.
 
   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:`Approvers`: to see this section, the user must have either :guilabel:`Administrator` or
-  :guilabel:`Officer: Manage all employees` rights set for the *Employees* application. Using the
-  drop-down menus, select the users responsible for approving an :guilabel:`Expense`, a
-  :guilabel:`Time Off` request, :guilabel:`Timesheet` entries, and :guilabel:`Attendance` records
-  for the employee.
+- :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`.
 
-  Hover over any of the selections to reveal the :guilabel:`Internal Link` arrow.
+  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`.
 
-  Click the :guilabel:`Internal Link` arrow to open a form with the approver's :guilabel:`Name`,
-  :guilabel:`Email Address`, :guilabel:`Company`, :guilabel:`Phone`, :guilabel:`Mobile`, and
-  :guilabel:`Default Warehouse` fields. These can be modified, if needed.
+APPROVERS
+---------
 
-  Use the breadcrumb links to navigate back to the new employee form when done.
+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 --> Users --> → Manage
-     Users`. Then, click on an employee, and check the :guilabel:`Human Resources` section of the
-     :guilabel:`Access Rights` tab.
+     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
@@ -286,254 +281,322 @@ information for the new employee:
      - 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:`Manager`, :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:`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:`Remote Work`: use the drop-down menu to select the default location the employee works
-  from each day of the week. The default options are :guilabel:`Home`, :guilabel:`Office`, or
-  :guilabel:`Other`.
+- :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.
 
-  A new location can be typed into the field, then click either :guilabel:`Create (new location)` to
-  add the location, or :guilabel:`Create and edit...` to add the new location and edit the form.
+REMOTE WORK
+-----------
 
-  After edits are done, click :guilabel:`Save & Close`, and the new location is added, and populates
-  the field.
+This section **only** appears if the *Remote Work* setting is enabled in the configuration menu.
 
-  Leave the field blank (:guilabel:`Unspecified`) for non-working days like Saturday and Sunday.
+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`.
 
-  .. note::
-     It is also possible to add or modify work locations by navigating to :menuselection:`Employees
-     app --> Configuration --> Employee: Work Locations`. To modify a location, click on an existing
-     location, then make any changes on the form.
+A new location can be typed into the field, then click either :guilabel:`Create (new location)` to
+add the location, or :guilabel:`Create and edit...` to add the new location and edit the form.
 
-     Click :guilabel:`New` to create a new location, then enter the following information on the
-     form. All fields are **required**.
+After edits are done, click :guilabel:`Save & Close`, and the new location is added, and populates
+the field.
 
-     - :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`.
-       Options are a :guilabel:`house` icon, an :guilabel:`office building` icon, and a
-       :guilabel:`GPS location marker` icon.
-     - :guilabel:`Company`: using the drop-down menu, select the company the location applies to.
-       The current company populates this field, by default.
+Leave the field blank (:guilabel:`Unspecified`) for non-working days, such as Saturday and Sunday.
 
-     .. image:: new_employee/location.png
-        :align: center
-        :alt: A new work location form with all fields filled out.
+.. note::
+   It is also possible to add or modify work locations by navigating to :menuselection:`Employees
+   app --> Configuration --> Work Locations`. To modify a location, click on an existing location,
+   then make any changes on the form.
 
-- :guilabel:`Schedule`: select the :guilabel:`Working Hours` and :guilabel:`Timezone` for the
-  employee. The :guilabel:`Internal Link` arrow opens a detailed view of the specific daily working
-  hours. Working hours can be modified or deleted here.
+   Click :guilabel:`New` to create a new location, then enter the following information on the form.
+   All fields are **required**.
 
-  .. note::
+   - :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`.
+     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
+     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.
+
+SCHEDULE
+--------
+
+This section defines when the employee is expected to work.
+
+- :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
+  **Timesheets** app is installed, an :guilabel:`Appointment Resource Default Calendar` option is
+  also available.
+
+  To view and modify the specific daily working hours, click the :icon:`oi-arrow-right`
+  :guilabel:`(Internal link)` arrow at the end of the :guilabel:`Working Hours` line. Working hours
+  can be modified or deleted here.
+
+   .. note::
      :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. So, for multi-company databases, each
-     company needs to have its own working schedules set.
+     Each individual working schedule is company-specific. For multi-company databases, each company
+     **must** have its own working hours set.
 
      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
+     Working hours can be modified in the **Payroll** application, 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` in the
+     **Payroll** application, refer to the :doc:`../../hr/payroll` documentation.
 
-- :guilabel:`Planning`: select a role from the drop-down menu for both the :guilabel:`Roles` and
-  the :guilabel:`Default Role` fields. If the :guilabel:`Default Role` is selected as a role, it is
-  automatically added to the list of :guilabel:`Roles`.
+     After the new working time is created, or an existing one is modified, the :guilabel:`Working
+     Hours` can be selected on the employee form.
 
-.. 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.
+- :guilabel:`Timezone`: using the drop-down menu, select the timezone for the employee.
 
-   To check who has these rights, go to :menuselection:`Settings app --> Users --> → Manage Users`.
-   Click on an employee, and check the :guilabel:`Human Resources` section of the :guilabel:`Access
-   Rights` tab.
+PLANNING
+--------
 
-   - 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` 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:`Manager`, :guilabel:`Officer`, or :guilabel:`Administrator` set for the
-     :guilabel:`Payroll` role.
+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.
 
-.. note::
-   :guilabel:`Working Hours` are related to a company's working times, and an employee **cannot**
-   have working hours that are outside of a company's working times.
-
-   Each individual working time is company-specific. So, for multi-company databases, each company
-   **must** have its own working hours set.
-
-   If an employee's working hours are not configured as a working time for the company, new working
-   times can be added, or existing working times can be modified.
-
-   To add or modify a working time, go to the :menuselection:`Payroll app --> Configuration -->
-   Working Schedules`. Then, either add a new working time by clicking :guilabel:`New`, or edit an
-   existing one by selecting a :guilabel:`Working Time` from the list to modify it.
-
-   Refer to the :ref:`Working schedules <payroll/working-times>` section of the payroll
-   documentation for specific details on creating and editing working schedules.
-
-   After the new working time is created, or an existing one is modified, the :guilabel:`Working
-   Hours` can be set on the employee form. In the :guilabel:`Schedule` section of the
-   :guilabel:`Work Information` tab, select the employee's working hours using the drop-down menu.
+- :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
+  <planning/roles>`. 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 critical for the company's payroll department. In
-order to properly process payslips and ensure all deductions are accounted for, the employee's
-personal information should be entered.
+however, some information in this section may be necessary for the company's payroll department.
 
-Here, the employee's :guilabel:`Private Contact`, :guilabel:`Family Status`, :guilabel:`Emergency`
-contact, :guilabel:`Education`, :guilabel:`Work Permit`, and :guilabel:`Citizenship` information is
-entered. Fields are entered either using a drop-down menu, ticking a checkbox, or typing in the
-information.
+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.
 
-- :guilabel:`Private Contact`: enter the :guilabel:`Private Address`, :guilabel:`Email`, and
-  :guilabel:`Phone` for the employee. Then, enter the employee's :guilabel:`Bank Account Number`
-  using the drop-down menu.
+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.
 
-  If the bank is not already configured (the typical situation when creating a new employee), enter
-  the bank account number, and click :guilabel:`Create and edit..`. A :guilabel:`Create Bank Account
-  Number` form loads. Fill in the necessary information, then click :guilabel:`Save & Close`.
+ .. 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.
 
-  Next, select the employee's preferred :guilabel:`Language` from the drop-down menu. Then enter the
-  :guilabel:`Home-Work Distance` in the field. This field is only necessary if the employee is
-  receiving any type of commuter benefits.
+PRIVATE CONTACT
+---------------
 
-  Lastly, enter the employee's license plate information in the :guilabel:`Private Car Plate` field.
-- :guilabel:`Family Status`: select the current :guilabel:`Marital Status` using the drop-down menu,
-  either :guilabel:`Single`, :guilabel:`Married`, :guilabel:`Legal Cohabitant`, :guilabel:`Widower`,
-  or :guilabel:`Divorced`. If the employee has any dependent children, enter the :guilabel:`Number
-  of Dependent Children` in the field.
-- :guilabel:`Emergency`: type in the :guilabel:`Contact Name` and :guilabel:`Contact Phone` number
-  of the employee's emergency contact in the respective fields.
-- :guilabel:`Education`: select the highest level of education completed by the employee from the
-  :guilabel:`Certificate Level` drop-down menu. Default options include :guilabel:`Graduate`,
-  :guilabel:`Bachelor`, :guilabel:`Master`, :guilabel:`Doctor`, or :guilabel:`Other`.
+- :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.
 
-  Type in the :guilabel:`Field of Study`, and the name of the :guilabel:`School` in the respective
-  fields.
-- :guilabel:`Work Permit`: if the employee has a work permit, enter the information in this section.
-  Type in the :guilabel:`Visa No` (visa number), and/or :guilabel:`Work Permit No` (work permit
-  number) in the corresponding fields.
+  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.
 
-  Using the calendar selector, select the :guilabel:`Visa Expiration Date`, and/or the
-  :guilabel:`Work Permit Expiration Date`, to enter the expiration date(s).
+  Next, enter the :guilabel:`ABA/Routing` number for the bank account, then select the
+  :guilabel:`Account Holder`, which is typically the employee.
 
-  If available, upload a digital copy of the :guilabel:`Work Permit` document. Click
-  :guilabel:`Upload your file`, navigate to the work permit file in the file explorer, and click
-  :guilabel:`Open`.
-- :guilabel:`Citizenship`: this section contains all the information relevant to the citizenship of
-  the employee. Some fields use a drop-down menu, as the :guilabel:`Nationality (Country)`,
-  :guilabel:`Gender`, and :guilabel:`Country of Birth` fields do.
+  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.
 
-  The :guilabel:`Date of Birth` uses a calendar selector to select the date. First, click on the
-  name of the month, then the year, to access the year ranges. Use the :guilabel:`< (left)` and
-  :guilabel:`> (right)` arrow icons, navigate to the correct year range, and click on the year.
-  Next, click on the month. Last, click on the day to select the date.
+  .. image:: new_employee/bank.png
+     :alt: The Create Bank Account form with all the information filled out.
 
-  Type in the information for the :guilabel:`Identification No` (identification number),
-  :guilabel:`Passport No` (passport number), and :guilabel:`Place of Birth` fields.
+  .. 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.
 
-  Lastly, if the employee is **not** a resident of the country they are working in, activate the
-  checkbox next to the :guilabel:`Non-resident` 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.
+- :guilabel:`Private Car Plate`: enter the license plate for the employee's personal car.
 
-  .. 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.
+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>`
 
 .. _employees/hr-settings:
 
-HR settings tab
----------------
+Settings tab
+============
 
-This tab provides various fields for different information, depending on the country the company is
-located. Different fields are configured for different locations, however some sections appear
-regardless.
+This tab provides various fields for different applications within the database. Depending on what
+applications are installed, different fields may appear in this tab.
 
-- :guilabel:`Status`: select an :guilabel:`Employee Type` and, if applicable, a :guilabel:`Related
-  User`, with the drop-down menus. The :guilabel:`Employee Type` options include
-  :guilabel:`Employee`, :guilabel:`Student`, :guilabel:`Trainee`, :guilabel:`Contractor`, or
-  :guilabel:`Freelancer`.
+STATUS
+------
+
+- :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.
 
   .. important::
-     Employees do **not** also need to be users. *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 do **not** need to be users of the database.
 
-     After the employee is created, click the :guilabel:`⚙️ (gear)` icon, then click
-     :guilabel:`Create User`. A :guilabel:`Create User` form appears.
+     *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.
 
-     Type in the :guilabel:`Name` and :guilabel:`Email Address`. Next, select the
-     :guilabel:`Company` from the drop-down menu.
+     After the employee is created, click :guilabel:`Create User` at the end of the
+     :guilabel:`Related User` line. A :guilabel:`Create User` form appears.
 
-     Then, enter the :guilabel:`Phone` and :guilabel:`Mobile` numbers in the respective fields.
+     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.
 
-     If a photo is available, click the :guilabel:`Edit` icon (which appears as a :guilabel:`✏️
-     (pencil)` icon) in the lower-left corner of the image box, which is located in the top-right
-     corner of the form.
-
-     A file explorer pops up. Navigate to the file, then click :guilabel:`Open` to select it.
-     Finally, click :guilabel:`Save` after all the information is entered, and the employee record
-     is automatically updated with the newly-created user populating the :guilabel:`Related User
-     field`.
+    Once the form is completed, click the :guilabel:`Save` button. The user is created, and
+    populates the :guilabel:`Related User` field.
 
      Users can also be created manually. For more information on how to manually add a user, refer
      to the :doc:`../../general/users/` document.
 
-- :guilabel:`Attendance/Point of Sale/Manufacturing`: the employee's :guilabel:`PIN Code` and
-  :guilabel:`Badge ID` can be entered here, if the employee needs/has one. Click
-  :guilabel:`Generate` next to the :guilabel:`Badge ID` to create a badge ID.
+APPLICATION SETTINGS
+--------------------
 
-  The :guilabel:`PIN Code` is used to sign in and out of the *Attendance* app kiosk, and a
-  :abbr:`POS (Point Of Sale)` system.
-- :guilabel:`Payroll`: if applicable, enter the :guilabel:`Registration Number of the Employee` in
-  this section.
+This section affects the **Fleet** and **Manufacturing** apps. Enter the following information in
+this section.
 
-  Depending on the localization setting, the other items that appear in this field vary based on
-  location. In addition, other sections may appear in this tab based on location. It is recommended
-  to check with the payroll and/or accounting departments to ensure this section, as well as any
-  other sections relating to payroll that may appear, are filled in correctly.
-- :guilabel:`Application Settings`: enter the employee's :guilabel:`Billing Time Target` for the
-  billing rate leader board in the *Timesheets* application. Next, enter the :guilabel:`Hourly Cost`
-  in a XX.XX format. This is factored in when the employee is working at a :doc:`work center
+- :guilabel:`Hourly Cost`: enter the hourly cost for the employee, in a XX.XX 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>`.
 
-  If applicable, enter the :guilabel:`Fleet Mobility Card` number.
+  .. note::
+     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.
 
-.. note::
-   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
 
-.. image:: new_employee/hr-settings.png
-   :align: center
-   :alt: Enter any information prompted in the HR Settings tab for the employee.
+ATTENDANCE/POINT OF SALE
+------------------------
 
-.. _employees/docs:
+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.
 
-Documents
-=========
-
-All employee-related documents are stored in the *Documents* app. The number of associated documents
-is displayed in the :guilabel:`Documents` smart button above the employee record. Click on the smart
-button to access all documents.
-
-Refer to :doc:`documentation <../../productivity/documents>` on the *Documents* app for more
-information.
-
-.. image:: new_employee/documents.png
-   :align: center
-   :alt: All uploaded documents associated with the employee appear in the documents smart-button.
+- :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 <attendances/kiosk-mode-entry>` on an
+  **Attendances** app kiosk.