[ADD] Attendances: Reporting

closes odoo/documentation#13576

X-original-commit: da0af2abef
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Lara Martini (larm) <larm@odoo.com>

content/applications/hr/attendances.rst

@@ -288,37 +288,12 @@ longer has an error, the entry appears in gray instead of red.
 To delete an entry, click the red :guilabel:`Delete` button on the pop-up window instead of making
 modifications to the entry.
 
-Reporting
-=========
-
-To view attendance reports, click :guilabel:`Reporting` in the top menu. The default report displays
-each employee's attendance information for the past 3 months, in a :guilabel:`Line Chart`.
-
-The default view is a :guilabel:`Graph`. To view the data in a pivot table, click the
-:guilabel:`Pivot Table` button on the top-right of the report. To switch back to the graph view,
-click the :guilabel:`Graph` button, located next to the :guilabel:`Pivot Table` button.
-
-To present different information, adjust the :ref:`filters and groups <attendances/filters-groups>`
-in the same way as in the :guilabel:`Overview` dashboard.
-
-The data can be presented in either a :guilabel:`Bar Chart`, :guilabel:`Line Chart`, :guilabel:`Pie
-Chart`, :guilabel:`Stacked` chart, or in :guilabel:`Descending` or :guilabel:`Ascending` order. To
-change the view to any of these charts, click the corresponding button above the displayed chart.
-
-To change the :guilabel:`Measures`, click the :guilabel:`Measures` button and select the desired
-measure from the drop-down menu.
-
-The report can also be inserted into a spreadsheet. Click the :guilabel:`Insert in Spreadsheet`
-button and a pop-up appears. Select the desired spreadsheet, and click :guilabel:`Confirm`.
-
-.. image:: attendances/reporting.png
-   :alt: The default report view, with all the optional view buttons highlighted.
-
 .. seealso::
    - :doc:`attendances/check_in_check_out`
    - :doc:`attendances/kiosks`
    - :doc:`attendances/management`
    - :doc:`attendances/hardware`
+   - :doc:`attendances/attendance_reporting`
 
 .. toctree::
    :titlesonly:
@@ -327,3 +302,4 @@ button and a pop-up appears. Select the desired spreadsheet, and click :guilabel
    attendances/kiosks
    attendances/management
    attendances/hardware
+   attendances/attendance_reporting

content/applications/hr/attendances/attendance_reporting.rst

@@ -0,0 +1,96 @@
+====================
+Attendance reporting
+====================
+
+The **Attendances** app report helps managers find attendance issues with employees before they
+become a problem. The report can give insights on trends by determining :ref:`which employees are
+working more overtime <attendances/overtime>`, and who is :ref:`not working their full shifts
+<attendances/absent>`.
+
+View report
+===========
+
+To view the attendance report, click :guilabel:`Reporting` in the top menu. The default report
+displays attendance information for current employees over the past three months, in a default
+:icon:`oi-view-pivot` :guilabel:`Pivot table`. The rows are populated by employee, while the columns
+are populated by the various attendance records. All entries are grouped by month.
+
+The columns presented are:
+
+- :guilabel:`Worked Hours`: The total logged time the employee worked for the month.
+- :guilabel:`Expected Hours`: The number of hours the employee should have worked for the month,
+  calculated from their :ref:`working schedule <employees/schedule>`, configured on their employee
+  form.
+- :guilabel:`Difference`: The difference from the :guilabel:`Expected Hours` and the
+  :guilabel:`Worked Hours` for the employee that month.
+- :guilabel:`Balance`: The difference between the *approved* overtime, and the *total* overtime
+  worked.
+
+To present different information, adjust the :ref:`filters and groups <attendances/filters-groups>`
+in the same way as in the :guilabel:`Overview` dashboard.
+
+.. image:: attendance_ reporting/reporting.png
+   :alt: The default report view, with all the optional view buttons highlighted.
+
+.. _attendances/overtime:
+
+Use case: monthly overtime
+==========================
+
+Overtime affects a company's bottom line, as most companies budget for employee salaries. When
+salaries exceed the expected amount, companies may see a rise in overhead costs when salary budgets
+are exceeded. This is why the attendance report is needed, to ensure no excessive overtime is
+logged.
+
+To view a specific month's overtime, by employee, click :guilabel:`Reporting` in the top menu of the
+**Attendances** app. Remove the default :icon:`oi-group` :guilabel:`Date: Month > Employee` grouping
+in the search bar. Click the :icon:`fa-caret-down` :guilabel:`(Toggle Search Panel)` icon at the end
+of the search bar, then click :icon:`fa-caret-down` :guilabel:`Date`, and click the desired month.
+
+Next, click the :guilabel:`Measures` :icon:`fa-caret-down` button in the upper-left corner, and
+deselect :guilabel:`Expected Hours` and :guilabel:`Worked Hours`. This presents the
+:guilabel:`Difference` and :guilabel:`Balance` attendance data for the selected month, grouped by
+employee.
+
+The :guilabel:`Difference` shows the month's total overtime logged, and the :guilabel:`Balance`
+shows the portion still unapproved. Click the :guilabel:`Difference` column to sort by the amount of
+overtime. The highest positive number is the most overtime logged for that month.
+
+.. example::
+   In the below example, a total of 38 hours and 53 minutes of overtime was approved for the month
+   of April. :guilabel:`Michael Williams` has the most overtime, with 10 hours and 25 minutes
+   logged. Of that overtime, only 25 minutes was unapproved, for a total of ten paid overtime hours.
+
+   .. image:: attendance_ reporting/overtime.png
+      :alt: The attendances report, showing only overtime for the month of April.
+
+.. _attendances/absent:
+
+Use case: absenteeism
+=====================
+
+Employees with a negative :guilabel:`Difference` indicate that they have not worked their expected
+shifts. This can be from forgetting to log in and out of work, or for working less hours than
+expected, without any approved time off.
+
+To view the attendance data for the last three months, to identify any trends, first open the
+**Attendances** app report. Next, click the :guilabel:`Measures` :icon:`fa-caret-down` button in the
+upper-left corner, and ensure  **only** :guilabel:`Difference` is selected.
+
+Next, reset the row data by clicking :icon:`fa-minus-square-o` :guilabel:`Total` at the top of the
+rows. Then click :icon:`fa-plus-square` :guilabel:`Total` and select :guilabel:`Employee`. Click the
+:guilabel:`Difference` column name to sort by the total difference in logged hours from the expected
+hours.
+
+The employee who worked the least has the highest negative balance. Click on any of the numbers for
+the employee to view the detailed individual attendance records.
+
+.. example::
+   In the below example, the company has only been opened for two months, so data is only available
+   for the last two months, even though the filter :guilabel:`Last 3 Months` is active.
+
+   From this report, it is determined that :guilabel:`Abigail Peterson` worked the least amount of
+   hours over the past two months, working 25 hours less than was expected.
+
+   .. image:: attendance_ reporting/absentee.png
+      :alt: The attendance report showing the highest absences for the last two months.

content/applications/hr/employees/new_employee.rst

@@ -333,6 +333,8 @@ Leave the field blank (:guilabel:`Unspecified`) for non-working days, such as Sa
    .. image:: new_employee/location.png
       :alt: A new work location form with all fields filled out.
 
+.. _employees/schedule:
+
 SCHEDULE
 --------