diff --git a/content/applications/hr/payroll/contracts.rst b/content/applications/hr/payroll/contracts.rst index a19c93b74..20d1ec019 100644 --- a/content/applications/hr/payroll/contracts.rst +++ b/content/applications/hr/payroll/contracts.rst @@ -2,9 +2,9 @@ Contracts ========= -Every employee in Odoo is required to have a contract in order to be paid. A contract outlines the -terms of an employee's position, their compensation, working hours, and any other details about -their position. +Every employee in Odoo is required to have a running contract in order to be paid. A contract +outlines the terms of an employee's position, their compensation, working hours, and any +other details about their position. .. important:: Contract documents (PDFs) are uploaded and organized using the *Documents* application, and are @@ -14,7 +14,7 @@ their position. To view the employee contracts, go to the :menuselection:`Payroll app --> Contracts --> Contracts` from the top menu. All employee contracts, and their current contract status, are displayed in a -Kanban view, by default. The Kanban view displays running contracts, contracts that require action, +list view, by default. The list view displays running contracts, contracts that require action, expired contracts, and cancelled contracts. .. image:: contracts/contracts-overview.png @@ -29,7 +29,7 @@ expired contracts, and cancelled contracts. In order for an employee to be paid, an active contract is required. If a new contract is needed, click the :guilabel:`Create` button on the :guilabel:`Contracts` dashboard. A contract form appears -where the information can be entered. Required fields are underlined in bold. +where the information can be entered. New contract form ----------------- @@ -88,36 +88,6 @@ General information section :alt: New contract form to be filled in when creating a new contract, with required fields outlined in red. -- :guilabel:`Contact Reference`: type in the name or title for the contract, such as `John Smith - Contract`. This field is **required**. -- :guilabel:`Employee`: name of the employee the contract applies to. -- :guilabel:`Contract Start Date`: the date the contract starts. Choose a date by clicking on the - drop-down menu, navigating to the correct month and year by using the :icon:`fa-chevron-left` - :icon:`fa-chevron-right` :guilabel:`(arrow)` icons, then clicking on the desired date. This field - is **required**. -- :guilabel:`Contract End Date`: the date the contract ends. Choose a date by clicking on the - drop-down menu, navigating to the correct month and year by using the :icon:`fa-chevron-left` - :icon:`fa-chevron-right` :guilabel:`(arrow)` icons, then clicking on the desired date. This field - is **required**. -- :guilabel:`Salary Structure Type`: select one of the salary structure types from the drop-down - menu. The default salary structure types are :guilabel:`Employee` or :guilabel:`Worker`. A new - salary structure type can be created by typing the name in the field. This field is **required**. -- :guilabel:`Working Schedule`: select one of the working schedules from the drop-down menu. This - field is **required**. -- :guilabel:`Department`: the department the contract applies to. -- :guilabel:`Job Position`: the specific job position the contract applies to. -- :guilabel:`Wage on Payroll`: the amount to be paid to the employee each month. -- :guilabel:`Contract Type`: choose from :guilabel:`CDI`, :guilabel:`CDD`, or :guilabel:`PFI` from - the drop-down menu. - - - :guilabel:`CDI` is an open-ended contract with only a start date, but no end date. - - :guilabel:`CDD` is a contract with both a start date and an end date. - - :guilabel:`PFI` is a Belgian-specific contract used when hiring employees that need training, - and covers the training period specifically. - -- :guilabel:`HR Responsible`: if there is a specific person in HR that is responsible for the - contract, select the person from the drop-down menu. This field is required. - .. tip:: The :guilabel:`Working Schedule` drop-down menu displays all the working times for the selected :guilabel:`Company`. To modify or add to this list, go to :menuselection:`Payroll app --> @@ -213,17 +183,6 @@ Notes section :align: center :alt: Contract details in optional tabs for a new contract. -- :guilabel:`Analytic Account`: this field allows a link between the contract and a specific - analytic account for accounting purposes. -- :guilabel:`Contract Template`: select a pre-existing contract template from the drop-down menu. - Contract templates are typically created through the *Recruitment* application. -- :guilabel:`New Contract Document Template`: select a contract from the drop-down menu to be - modified for this new employee contract. -- :guilabel:`Contract Update Document Template`: select a contract from the drop-down menu, if the - employee has an existing contract that requires updating. -- :guilabel:`Notes`: the notes field is a text field where any notes for the employee contract can - be entered for future reference. - Modify a contract template ~~~~~~~~~~~~~~~~~~~~~~~~~~ @@ -234,7 +193,7 @@ the corresponding contract template, and proceed to make any desired changes. Click the :guilabel:`Upload your file` button next to the corresponding document, navigate to the file, then click :guilabel:`Open` to select the document and add it to the tab. -Modifying contract templates +Modifying document templates ============================ Contracts templates can be modified at any point when changes are needed. @@ -264,24 +223,6 @@ Once the edits are complete, click the :guilabel:`Save` button. All the informat contract template populates the fields in the :guilabel:`Salary Information` tab. Any additional tabs, such as :guilabel:`Personal Documents`, appears if applicable. -Salary information ------------------- - -.. image:: contracts/salary-info.png - :align: center - :alt: Optional tabs for a new contract. - -This section is where the specific salary details are defined. This section is country-specific, so -these fields vary, depending on where the company is located. - -Enter the amount in the various fields, or tick a checkbox to apply a benefit. Some options that can -be entered here include :guilabel:`Group Insurance Sacrifice Rate` and :guilabel:`Canteen Cost`, for -example. - -Some fields may be automatically filled in as other fields are entered. For example, the -:guilabel:`Yearly Cost (Real)` and :guilabel:`Monthly Cost (Real)` updates once the :guilabel:`Wage` -is populated. - Personal documents ------------------ @@ -292,22 +233,19 @@ are linked to the employee on their employee record. Documents cannot be added t The available documents in this tab can be downloaded. Click the :icon:`fa-download` :guilabel:`(download)` icon next to the document to download it. -Save and send the contract --------------------------- +Send the contract +----------------- -Once a contract has been created and/or modified, save the contract by clicking the :guilabel:`Save` -button. Next, the contract must be sent to the employee to be signed. - -Click on one of the following buttons to send the contract to the employee: +Click on the following button to send the contract to the employee: .. image:: contracts/send-contract.png :align: center :alt: Send the contract to the employee via one of the buttons. -- :guilabel:`Generate Simulation Link`: this option is **only** for Belgian companies. Clicking this - opens a pop-up window that contains the basic information from the contract, as well as a link for - the contract when using the salary configurator. Click :guilabel:`Send` to send an email to the - employee, so they can sign the contract. +- :guilabel:`Generate Offer`: Clicking this opens a pop-up window that contains the basic + information from the contract, as well as a link for the contract when using the salary + configurator. Click :guilabel:`Send` to send an email to the employee, so they can sign + the contract. At the bottom of the pop-up form is a :guilabel:`Link Expiration Date`. This is the timeframe that the contract offer is valid for. By default, this field is pre-populated with `30 days`, but it can @@ -347,14 +285,6 @@ Fill out the following fields on the form: - :guilabel:`Description`: enter a short description for the salary attachment, such as `Child Support` or `529 Contribution`. - :guilabel:`Type`: using the drop-down menu, select the type of salary attachment being created. - Choose from: - - - :guilabel:`Attachment of Salary`: any payments taken out towards something that is *not* child - support. Typically any garnishments, such as lawsuit payments, payments toward taxes owed, etc. - - :guilabel:`Assignment of Salary`: any deduction that is not required, but voluntary, such as a - pre-tax allocation to a college savings account. - - :guilabel:`Child Support`: any payments taken out specifically for child support. - - :guilabel:`Start Date`: the date the salary attachment starts. Choose a date by clicking on the drop-down menu, navigating to the correct month and year by using the :icon:`fa-chevron-left` :icon:`fa-chevron-right` :guilabel:`(arrow)` icons, then clicking on the desired date. This field