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[FIX] payroll: Improve false or misleading contract documentation page
Part-of: odoo/documentation#12181 Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
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samueljlieber
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07d3a6be73
@@ -2,9 +2,9 @@
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Contracts
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=========
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Every employee in Odoo is required to have a contract in order to be paid. A contract outlines the
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terms of an employee's position, their compensation, working hours, and any other details about
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their position.
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Every employee in Odoo is required to have a running contract in order to be paid. A contract
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outlines the terms of an employee's position, their compensation, working hours, and any
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other details about their position.
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.. important::
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Contract documents (PDFs) are uploaded and organized using the *Documents* application, and are
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@@ -14,7 +14,7 @@ their position.
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To view the employee contracts, go to the :menuselection:`Payroll app --> Contracts --> Contracts`
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from the top menu. All employee contracts, and their current contract status, are displayed in a
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Kanban view, by default. The Kanban view displays running contracts, contracts that require action,
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list view, by default. The list view displays running contracts, contracts that require action,
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expired contracts, and cancelled contracts.
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.. image:: contracts/contracts-overview.png
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@@ -29,7 +29,7 @@ expired contracts, and cancelled contracts.
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In order for an employee to be paid, an active contract is required. If a new contract is needed,
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click the :guilabel:`Create` button on the :guilabel:`Contracts` dashboard. A contract form appears
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where the information can be entered. Required fields are underlined in bold.
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where the information can be entered.
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New contract form
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-----------------
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@@ -88,36 +88,6 @@ General information section
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:alt: New contract form to be filled in when creating a new contract, with required fields
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outlined in red.
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- :guilabel:`Contact Reference`: type in the name or title for the contract, such as `John Smith
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Contract`. This field is **required**.
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- :guilabel:`Employee`: name of the employee the contract applies to.
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- :guilabel:`Contract Start Date`: the date the contract starts. Choose a date by clicking on the
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drop-down menu, navigating to the correct month and year by using the :icon:`fa-chevron-left`
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:icon:`fa-chevron-right` :guilabel:`(arrow)` icons, then clicking on the desired date. This field
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is **required**.
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- :guilabel:`Contract End Date`: the date the contract ends. Choose a date by clicking on the
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drop-down menu, navigating to the correct month and year by using the :icon:`fa-chevron-left`
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:icon:`fa-chevron-right` :guilabel:`(arrow)` icons, then clicking on the desired date. This field
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is **required**.
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- :guilabel:`Salary Structure Type`: select one of the salary structure types from the drop-down
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menu. The default salary structure types are :guilabel:`Employee` or :guilabel:`Worker`. A new
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salary structure type can be created by typing the name in the field. This field is **required**.
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- :guilabel:`Working Schedule`: select one of the working schedules from the drop-down menu. This
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field is **required**.
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- :guilabel:`Department`: the department the contract applies to.
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- :guilabel:`Job Position`: the specific job position the contract applies to.
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- :guilabel:`Wage on Payroll`: the amount to be paid to the employee each month.
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- :guilabel:`Contract Type`: choose from :guilabel:`CDI`, :guilabel:`CDD`, or :guilabel:`PFI` from
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the drop-down menu.
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- :guilabel:`CDI` is an open-ended contract with only a start date, but no end date.
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- :guilabel:`CDD` is a contract with both a start date and an end date.
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- :guilabel:`PFI` is a Belgian-specific contract used when hiring employees that need training,
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and covers the training period specifically.
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- :guilabel:`HR Responsible`: if there is a specific person in HR that is responsible for the
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contract, select the person from the drop-down menu. This field is required.
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.. tip::
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The :guilabel:`Working Schedule` drop-down menu displays all the working times for the selected
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:guilabel:`Company`. To modify or add to this list, go to :menuselection:`Payroll app -->
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@@ -213,17 +183,6 @@ Notes section
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:align: center
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:alt: Contract details in optional tabs for a new contract.
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- :guilabel:`Analytic Account`: this field allows a link between the contract and a specific
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analytic account for accounting purposes.
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- :guilabel:`Contract Template`: select a pre-existing contract template from the drop-down menu.
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Contract templates are typically created through the *Recruitment* application.
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- :guilabel:`New Contract Document Template`: select a contract from the drop-down menu to be
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modified for this new employee contract.
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- :guilabel:`Contract Update Document Template`: select a contract from the drop-down menu, if the
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employee has an existing contract that requires updating.
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- :guilabel:`Notes`: the notes field is a text field where any notes for the employee contract can
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be entered for future reference.
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Modify a contract template
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~~~~~~~~~~~~~~~~~~~~~~~~~~
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@@ -234,7 +193,7 @@ the corresponding contract template, and proceed to make any desired changes.
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Click the :guilabel:`Upload your file` button next to the corresponding document, navigate to the
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file, then click :guilabel:`Open` to select the document and add it to the tab.
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Modifying contract templates
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Modifying document templates
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============================
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Contracts templates can be modified at any point when changes are needed.
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@@ -264,24 +223,6 @@ Once the edits are complete, click the :guilabel:`Save` button. All the informat
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contract template populates the fields in the :guilabel:`Salary Information` tab. Any additional
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tabs, such as :guilabel:`Personal Documents`, appears if applicable.
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Salary information
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------------------
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.. image:: contracts/salary-info.png
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:align: center
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:alt: Optional tabs for a new contract.
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This section is where the specific salary details are defined. This section is country-specific, so
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these fields vary, depending on where the company is located.
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Enter the amount in the various fields, or tick a checkbox to apply a benefit. Some options that can
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be entered here include :guilabel:`Group Insurance Sacrifice Rate` and :guilabel:`Canteen Cost`, for
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example.
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Some fields may be automatically filled in as other fields are entered. For example, the
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:guilabel:`Yearly Cost (Real)` and :guilabel:`Monthly Cost (Real)` updates once the :guilabel:`Wage`
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is populated.
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Personal documents
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------------------
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@@ -292,22 +233,19 @@ are linked to the employee on their employee record. Documents cannot be added t
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The available documents in this tab can be downloaded. Click the :icon:`fa-download`
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:guilabel:`(download)` icon next to the document to download it.
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Save and send the contract
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--------------------------
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Send the contract
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-----------------
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Once a contract has been created and/or modified, save the contract by clicking the :guilabel:`Save`
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button. Next, the contract must be sent to the employee to be signed.
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Click on one of the following buttons to send the contract to the employee:
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Click on the following button to send the contract to the employee:
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.. image:: contracts/send-contract.png
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:align: center
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:alt: Send the contract to the employee via one of the buttons.
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- :guilabel:`Generate Simulation Link`: this option is **only** for Belgian companies. Clicking this
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opens a pop-up window that contains the basic information from the contract, as well as a link for
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the contract when using the salary configurator. Click :guilabel:`Send` to send an email to the
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employee, so they can sign the contract.
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- :guilabel:`Generate Offer`: Clicking this opens a pop-up window that contains the basic
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information from the contract, as well as a link for the contract when using the salary
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configurator. Click :guilabel:`Send` to send an email to the employee, so they can sign
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the contract.
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At the bottom of the pop-up form is a :guilabel:`Link Expiration Date`. This is the timeframe that
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the contract offer is valid for. By default, this field is pre-populated with `30 days`, but it can
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@@ -347,14 +285,6 @@ Fill out the following fields on the form:
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- :guilabel:`Description`: enter a short description for the salary attachment, such as `Child
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Support` or `529 Contribution`.
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- :guilabel:`Type`: using the drop-down menu, select the type of salary attachment being created.
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Choose from:
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- :guilabel:`Attachment of Salary`: any payments taken out towards something that is *not* child
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support. Typically any garnishments, such as lawsuit payments, payments toward taxes owed, etc.
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- :guilabel:`Assignment of Salary`: any deduction that is not required, but voluntary, such as a
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pre-tax allocation to a college savings account.
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- :guilabel:`Child Support`: any payments taken out specifically for child support.
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- :guilabel:`Start Date`: the date the salary attachment starts. Choose a date by clicking on the
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drop-down menu, navigating to the correct month and year by using the :icon:`fa-chevron-left`
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:icon:`fa-chevron-right` :guilabel:`(arrow)` icons, then clicking on the desired date. This field
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