[ADD] timesheets: billing rate leaderboad
closes odoo/documentation#14128
X-original-commit: d826fc44f8
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Zuzanna Luczynska (zulu) <zulu@odoo.com>
@@ -14,4 +14,5 @@ Timesheets
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.. toctree::
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:titlesonly:
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timesheets/overview
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timesheets/billing_rates
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timesheets/time_off
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90
content/applications/services/timesheets/billing_rates.rst
Normal file
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:show-content:
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=======================================
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Timesheet billing rates and leaderboard
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=======================================
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Odoo’s **Timesheets** app allows you to set personalized :ref:`billing rate targets <timesheets/billing_rates/targets>`
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for employees. In addition to billing rate targets, a :ref:`leaderboard <timesheets/billing_rates/leaderboard>`
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can be enabled to motivate employees and gamify their experience. The leaderboard displays the
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billable and total time logged by employees, and can be enhanced with
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:ref:`motivational tips <timesheets/billing_rates/tips>`.
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.. _timesheets/billing_rates/targets:
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Billing rate indicators
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=======================
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Configuration
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-------------
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To enable billing rate indicators, navigate to :menuselection:`Timesheets --> Configuration -->
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Settings`, then enable :guilabel:`Billing Rate Indicators`, and click :guilabel:`Save`.
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To set up the targets, click :guilabel:`Set employee billable time targets`, access the employee
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form that you wish to edit, navigate to the :guilabel:`Settings` tab, then encode the monthly
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:guilabel:`Billing Time Target` in hours or days, depending on the :guilabel:`Encoding Method`
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selected in the **Timesheets** :guilabel:`Settings`.
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.. note::
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Once the :guilabel:`Billing Rate Indicators` have been enabled, you can also set the employees'
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:guilabel:`Monthly Billing Time Target` directly from the **Employees** app.
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Using the billing rate indicators
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---------------------------------
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Once enabled, the billing rate indicators are displayed in the upper right corner of the
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:guilabel:`My Timesheets` menu in Kanban, grid, and list views for all users. The monthly amount of
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time logged by the user is displayed in the following format: **logged billable time / billable time
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target**. The percentage of completion of the billing rate target is also displayed, highlighted in
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red if the user falls below the target and in green once the target is reached.
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Below the billing rate indicators, the total monthly amount of time logged by the user is also
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displayed.
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.. image:: billing_rates/indicators.png
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:alt: Billing rate indicators.
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.. _timesheets/billing_rates/leaderboard:
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Billing rate leaderboard
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========================
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Configuration
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-------------
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After the :ref:`monthly billing time targets <timesheets/billing_rates/targets>` have been enabled,
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Odoo offers the possibility of activating a **billing rate leaderboard** in order to motivate
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employees and enhance workplace transparency.
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To enable the billing rate leaderboard, navigate to :menuselection:`Timesheets --> Configuration -->
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Settings`, activate :guilabel:`Billing Rate Leaderboard`, then click :guilabel:`Save`.
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Using the billing rate leaderboard
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----------------------------------
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The billing rate leaderboard is then displayed in the upper right corner of the
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:guilabel:`My Timesheets` view, next to the billing rate indicators. It displays the current top
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three performers who have logged the highest percentage of their allocated billing hours.
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It also shows the amount of time logged by the signed-in user in the format: logged billable
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time / billable time target, as well as the total time logged.
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Clicking on the area of the top three performers opens the leaderboard for all team members. Use the
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drop-down menu in the upper left corner to switch between the :guilabel:`Billing Rate Leaderboard`
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and the :guilabel:`Total Time Leaderboard`, which displays the total time logged by team members
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across billable and internal projects.
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.. image:: billing_rates/leaderboard.png
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:alt: Billing rate leaderboard.
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.. _timesheets/billing_rates/tips:
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Leaderboard tips
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================
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**Daily motivational tips**, displayed on the right side of the leaderboard, enhance the billing
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rate and total time leaderboard. The tips are randomly selected and change daily.
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To create or edit existing tips, navigate to :menuselection:`Timesheets --> Configuration --> Tips`,
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then click :guilabel:`New` or double-click a tip's text.
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========
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Overview
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========
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.. toctree::
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:titlesonly:
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overview/time_off
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