diff --git a/content/applications/hr/payroll.rst b/content/applications/hr/payroll.rst index 18bec39a3..3a740d0dc 100644 --- a/content/applications/hr/payroll.rst +++ b/content/applications/hr/payroll.rst @@ -895,6 +895,7 @@ form. .. seealso:: - :doc:`payroll/contracts` - :doc:`payroll/work_entries` + - :doc:`payroll/time_off_to_report` - :doc:`payroll/salary_attachments` - :doc:`payroll/payslips` - :doc:`payroll/batches` @@ -909,6 +910,7 @@ form. payroll/contracts payroll/work_entries + payroll/time_off_to_report payroll/salary_attachments payroll/payslips payroll/batches diff --git a/content/applications/hr/payroll/time_off_to_report.rst b/content/applications/hr/payroll/time_off_to_report.rst new file mode 100644 index 000000000..5ad824741 --- /dev/null +++ b/content/applications/hr/payroll/time_off_to_report.rst @@ -0,0 +1,77 @@ +================== +Time off to report +================== + +Payroll is often processed a few days before the end of a pay period, so that employees can be paid +in a timely manner. When work schedules are predictable, this method often works. However, sometimes +employees take time off unexpectedly, especially sick time. When this occurs, there can be +discrepancies in payroll that must be addressed. + +.. example:: + The payroll department for a medium-sized company processes paychecks every two weeks, on + Wednesdays. Each employee is paid on the Friday after. + + One employee is sick on the last Thursday and Friday of the two-week pay period. Since they have + automatically generated work entries based on their working schedule, and payroll is processed on + Wednesdays, the paycheck they receive incorrectly states that they were paid for a regular work + day for all ten days of the two-week pay period. + + Instead of cancelling the paycheck and reissuing it, causing delays for the employee and more + work for the payroll department, Odoo allows for the deferral of the time off taken, to the + following pay period. + + This ensures all time off balances are correct, and the employee is properly compensated for + their time. + +.. _payroll/time-off-dashboard: + +Time off dashboard +================== + +When time off requests are submitted for a time period that was already processed on a payslip, the +time off requests appear in the *Time Off* page of the **Payroll** app. To access this, navigate to +:menuselection:`Payroll app --> Work Entries --> Time Off to Report`. + +The :guilabel:`Time Off` page default filter is :guilabel:`To Defer`, and displays all requests with +a :guilabel:`Payslip State` of :guilabel:`To defer to next payslip`. This is because the employee +was *already paid* for that time as worked time, and it was logged as regular time spent at work. + +.. image:: time_off_to_report/time-off-to-report.png + :alt: A list of all time off requests that were not approved before payslips were generated. + +Defer multiple time off entries +=============================== + +In order to keep the employee's time off balances correct, the time off request **must** be applied +to the following pay period. This not only ensures time off request balances are current, it also +eliminates the need to redo work entries, cancel paychecks, and reissue paychecks. + +To select the work entries to defer, tick the box to the left of the work entry line on the +:ref:`Time Off page `. To select all work entries in the list, tick the +box to the left of the :guilabel:`Employee` column title, at the top of the list. + +Once any work entry is selected, two buttons appear at the top of the report: a :guilabel:`(#) +selected` button, and an :icon:`fa-gear` :guilabel:`Actions` button. The :guilabel:`(#) selected` +button indicates how many entries are currently selected. + +When all the desired work entries are selected, click the :icon:`fa-gear` :guilabel:`Actions` +button, and a menu appears with several choices. Click :guilabel:`Defer to Next Month` in the list, +and all selected entries are deferred to the following month. + +Defer individual time off entries +================================= + +Time off requests appearing on the :ref:`Time Off page ` can be deferred +individually. Click on an individual time off request, and the details for that request load. + +The specific details for the time off request appear on the left-hand side, and all of the +employee's submitted time off requests appear on the right-hand side (including the request in the +details on the left-hand side). + +To defer the time off request to the next payslip, click the :guilabel:`Report to Next Month` button +in the upper-left corner. Once processed, the :guilabel:`Report to Next Month` button disappears, +and the :guilabel:`Payslip State` changes from :guilabel:`To defer to next payslip` to +:guilabel:`Computed in Current Payslip`. + +.. image:: time_off_to_report/single-defer.png + :alt: The time off details for an individual request that needs to be deferred. diff --git a/content/applications/hr/payroll/time_off_to_report/single-defer.png b/content/applications/hr/payroll/time_off_to_report/single-defer.png new file mode 100644 index 000000000..725e5fb86 Binary files /dev/null and b/content/applications/hr/payroll/time_off_to_report/single-defer.png differ diff --git a/content/applications/hr/payroll/time_off_to_report/time-off-to-report.png b/content/applications/hr/payroll/time_off_to_report/time-off-to-report.png new file mode 100644 index 000000000..65db9a672 Binary files /dev/null and b/content/applications/hr/payroll/time_off_to_report/time-off-to-report.png differ diff --git a/content/applications/hr/payroll/work_entries.rst b/content/applications/hr/payroll/work_entries.rst index ba653aff5..301968f15 100644 --- a/content/applications/hr/payroll/work_entries.rst +++ b/content/applications/hr/payroll/work_entries.rst @@ -259,81 +259,3 @@ Click the :guilabel:`Print` button, and a PDF file is created with all the speci .. note:: The :guilabel:`Print` button does **not** appear until at least one payslip is selected in the list. - -Time off to report -================== - -If a time off request is submitted for a time period that was already processed on a payslip, the -time off request appears in the *Time Off* page in the *Payroll* app, which is accessible by -navigating to :menuselection:`Payroll app --> Work Entries --> Time Off to Report`. - -On the :guilabel:`Time Off` page, the request appears with a status of :guilabel:`To defer to next -payslip`. This is because the employee was already paid for that day, and it was logged as time -spent at work, as a typical work day. - -In order to keep the employee's time off balances correct, the time off request **must** be applied -to the following pay period. This not only ensures time off request balances are current, it also -eliminates the need to redo work entries, cancel paychecks, and reissue paychecks. - -The most common scenario when this situation occurs, is when payslips are processed a day or two -before the pay period ends, and an employee is unexpectedly sick on one of the last days of the pay -period. The employee puts in a time off request for a day that was already processed on a payslip as -a regular work day. Instead of cancelling the payslip, modifying the work entries, and reissuing the -paycheck, Odoo allows for those time off requests to be applied to the following pay period, -instead. - -To view all the time off requests that need to be deferred to the next payslip, navigate to -:menuselection:`Payroll app --> Work Entries --> Time Off to Report`. The default filter for this -report is :guilabel:`To Defer`. - -All time off requests that need to be applied to the following pay period appear with a -:guilabel:`Payslip State` of :guilabel:`To defer to next payslip`. - -.. image:: work_entries/time-off-to-report.png - :align: center - :alt: A list of all time off requests that were not approved before payslips were generated. - -Defer multiple time off entries -------------------------------- - -To select the work entries to defer, click the box to the left of the work entry line. To select all -work entries in the list, click the box to the left of the :guilabel:`Employees` column title, at -the top of the list. - -Once any work entry is selected, two buttons appear at the top of the report: a :guilabel:`(#) -Selected` button, and an :guilabel:`Actions` button. The :guilabel:`(#) Selected` button indicates -how many entries are currently selected. - -When all the desired work entries are selected, click the :guilabel:`Actions` button, and a menu -appears with several choices. Click :guilabel:`Defer to Next Month` in the list, and all selected -entries are deferred to the following month. - -.. image:: work_entries/batch-defer.png - :align: center - :alt: The actions button and # Selected buttons that appear after any selections are made. - -Defer individual time off entries ---------------------------------- - -Time off requests appearing on the :guilabel:`Time Off to Report` list can be deferred individually. - -Click on an individual time off request, and the details for that request load. - -The specific details for the time off request appear on the left-hand side, and all of the -employee's submitted time off requests appear on the right-hand side (including the request in the -details on the left-hand side). - -To defer the time off request to the next payslip, click the :guilabel:`Report to Next Month` button -at the top. Once processed, the :guilabel:`Report to Next Month` button disappears, and the -:guilabel:`Payslip State` changes from :guilabel:`To defer to next payslip` to :guilabel:`Computed -in Current Payslip`. - -To go back to the :guilabel:`Time Off to Report` list, click on :guilabel:`Time Off` in the -breadcrumb menu. - -.. image:: work_entries/single-defer.png - :align: center - :alt: The time off details for an individual request that needs to be deferred. - -.. seealso:: - :ref:`Configure work entries ` diff --git a/content/applications/hr/payroll/work_entries/batch-defer.png b/content/applications/hr/payroll/work_entries/batch-defer.png deleted file mode 100644 index 07b38e8c8..000000000 Binary files a/content/applications/hr/payroll/work_entries/batch-defer.png and /dev/null differ diff --git a/content/applications/hr/payroll/work_entries/regenerate-details.png b/content/applications/hr/payroll/work_entries/regenerate-details.png index e3d316e8d..2b6c7e4c5 100644 Binary files a/content/applications/hr/payroll/work_entries/regenerate-details.png and b/content/applications/hr/payroll/work_entries/regenerate-details.png differ diff --git a/content/applications/hr/payroll/work_entries/single-defer.png b/content/applications/hr/payroll/work_entries/single-defer.png deleted file mode 100644 index 8d2e35aeb..000000000 Binary files a/content/applications/hr/payroll/work_entries/single-defer.png and /dev/null differ diff --git a/content/applications/hr/payroll/work_entries/time-off-to-report.png b/content/applications/hr/payroll/work_entries/time-off-to-report.png deleted file mode 100644 index d9475dd71..000000000 Binary files a/content/applications/hr/payroll/work_entries/time-off-to-report.png and /dev/null differ