diff --git a/content/applications/hr/payroll.rst b/content/applications/hr/payroll.rst index 3a740d0dc..4bd19d852 100644 --- a/content/applications/hr/payroll.rst +++ b/content/applications/hr/payroll.rst @@ -902,7 +902,6 @@ form. - :doc:`payroll/commissions` - :doc:`payroll/reporting` - :doc:`payroll/work_entry_analysis` - - :doc:`payroll/salary_attachment` - :doc:`payroll/payroll_localizations` .. toctree:: @@ -917,5 +916,4 @@ form. payroll/commissions payroll/reporting payroll/work_entry_analysis - payroll/salary_attachment payroll/payroll_localizations diff --git a/content/applications/hr/payroll/salary_attachment.rst b/content/applications/hr/payroll/salary_attachment.rst deleted file mode 100644 index a00f6d1b4..000000000 --- a/content/applications/hr/payroll/salary_attachment.rst +++ /dev/null @@ -1,63 +0,0 @@ -======================== -Salary attachment report -======================== - -*Salary attachments* in Odoo refer to a portion of an employee's earnings that are designated for -a specific purpose, both voluntary and involuntary. These can include contributions to a retirement -plan, repayment of a loan, wage garnishments, or child support. - -Voluntary salary attachments, such as repaying a loan, or contributing to a charity on a monthly -basis, are considered *Assignments of Salary* in Odoo. Salary attachments that are required, such as -a lawsuit settlement repayment, or repaying a tax lien, are considered *Attachments of Salary* in -Odoo. Child support payments have their own category, and are simply referred to as *Child Support* -in Odoo. - -To view this report, navigate to :menuselection:`Payroll app --> Reporting --> Salary Attachment -Report`. The :guilabel:`Salary Attachment Report` shows all deductions or allocations per employee, -organized by payslip, in a default pivot table. The default filter is the end of the current year -(:guilabel:`Payslip End Date: (year)`). The employees populate the rows, while the various -deductions populate the columns, organized by type of deduction, and further grouped by individual -payslip. - -The default report contains **all** payslips for the current year, so the report typically contains -a large number of columns. This could make it difficult to view all the data at once, as the report -may be very wide and require scrolling to view all the data. - -To view a condensed version of salary attachments, and have all the salary attachment columns -visible on one page, click the :icon:`fa-minus-square-o` :guilabel:`Total` icon at the top of the -report, above the various payslips. - -This presents the salary attachments for the current year, and only displays three columns, -:guilabel:`Attachment of Salary`, :guilabel:`Assignment of Salary`, and :guilabel:`Child Support.` - -Each entry displays the total amount paid for each specific type of salary attachment, for each -employee. - -.. image:: salary_attachment/salary-attachment.png - :alt: The Attachment of Salary report that shows all salary garnishments in a condensed view. - -The report can be downloaded as an XLSX file, or :doc:`inserted into a spreadsheet -<../../productivity/spreadsheet/insert>` using the corresponding buttons at the top. - -Click the :guilabel:`Measures` button to reveal the options of what data is displayed. -:guilabel:`Assignment of salary`, :guilabel:`Attachment of salary`, and :guilabel:`Child support` -are all selected and visible, by default, while the :guilabel:`Count` option is not. - -Click an option to either show or hide that particular metric. A :icon:`fa-check` -:guilabel:`(checkmark)` icon indicates the data is visible. - -Compare to previous year -======================== - -The :guilabel:`Salary Attachment Report` can be compared to the report for the previous time period -or the previous year. - -To view these comparisons, click the :icon:`fa-caret-down` :guilabel:`(down arrow)` icon in the -search bar, then click either :guilabel:`Payslip End Date: Previous Period` or :guilabel:`Payslip -End Date: Previous Year`, beneath the :icon:`fa-adjust` :guilabel:`Comparison` column. - -The report updates and displays the current time period values, and the previous time period values, -as well as the :guilabel:`Variation` between the two, in a percentage. - -.. image:: salary_attachment/comparison-attachment.png - :alt: The salary attachment report modified to compare to the previous year. diff --git a/content/applications/hr/payroll/salary_attachment/comparison-attachment.png b/content/applications/hr/payroll/salary_attachment/comparison-attachment.png deleted file mode 100644 index d43e8d944..000000000 Binary files a/content/applications/hr/payroll/salary_attachment/comparison-attachment.png and /dev/null differ diff --git a/content/applications/hr/payroll/salary_attachment/salary-attachment.png b/content/applications/hr/payroll/salary_attachment/salary-attachment.png deleted file mode 100644 index cd6106c3e..000000000 Binary files a/content/applications/hr/payroll/salary_attachment/salary-attachment.png and /dev/null differ diff --git a/content/applications/hr/payroll/salary_attachments.rst b/content/applications/hr/payroll/salary_attachments.rst index d78d86734..579a4f399 100644 --- a/content/applications/hr/payroll/salary_attachments.rst +++ b/content/applications/hr/payroll/salary_attachments.rst @@ -163,6 +163,3 @@ Any salary attachment can be cancelled at any time. To cancel a salary attachmen individual attachment record from the main :guilabel:`Salary Attachment` dashboard to open the record. From the :guilabel:`Salary Attachment` record, click the :guilabel:`Cancel` button to cancel the salary attachment, and stop having the designated money taken out of future paychecks. - -.. seealso:: - :doc:`salary_attachment`