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d0f6ba0034
As per usual, leave off developer.pot and contributing.pot since we don't translate them (not useful, can't really contribute to/dev in Odoo without knowing English) closes odoo/documentation#14705 Signed-off-by: Tiffany Chang (tic) <tic@odoo.com>
23235 lines
1.2 MiB
23235 lines
1.2 MiB
# SOME DESCRIPTIVE TITLE.
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# Copyright (C) Odoo S.A.
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# This file is distributed under the same license as the Odoo package.
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# FIRST AUTHOR <EMAIL@ADDRESS>, YEAR.
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#
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#, fuzzy
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msgid ""
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msgstr ""
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"Project-Id-Version: Odoo 18.0\n"
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"Report-Msgid-Bugs-To: \n"
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"POT-Creation-Date: 2025-09-29 07:50+0000\n"
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"PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n"
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"Last-Translator: FULL NAME <EMAIL@ADDRESS>\n"
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"Language-Team: LANGUAGE <LL@li.org>\n"
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"MIME-Version: 1.0\n"
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"Content-Type: text/plain; charset=UTF-8\n"
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"Content-Transfer-Encoding: 8bit\n"
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#: ../../content/applications/hr.rst:5
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msgid "Human resources"
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msgstr ""
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#: ../../content/applications/hr/appraisals.rst:5
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msgid "Appraisals"
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msgstr ""
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#: ../../content/applications/hr/appraisals/360.rst:3
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msgid "360 Feedback"
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msgstr ""
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#: ../../content/applications/hr/appraisals/360.rst:5
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msgid "Odoo's **Appraisals** app lets managers gather feedback on their direct reports from anyone in the company. Input from colleagues gives managers a fuller view of each employee's strengths, growth areas, and collaboration skills."
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msgstr ""
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#: ../../content/applications/hr/appraisals/360.rst:12
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msgid "360 feedback dashboard"
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msgstr ""
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#: ../../content/applications/hr/appraisals/360.rst:14
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msgid "The :guilabel:`360 Feedback` section displays information for all the surveys configured for the **Appraisals** app. To view the surveys and their statistics, navigate to :menuselection:`Appraisals app --> Configuration --> 360 Feedback`."
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msgstr ""
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#: ../../content/applications/hr/appraisals/360.rst:-1
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msgid "A list view of all available surveys in the Appraisals application."
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msgstr ""
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#: ../../content/applications/hr/appraisals/360.rst:21
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msgid "Each appraisal, or survey, is presented on its own line on the :guilabel:`360 Feedback` dashboard, along with various information related to that particular appraisal."
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msgstr ""
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#: ../../content/applications/hr/appraisals/360.rst:24
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msgid "Each appraisal includes the following information:"
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msgstr ""
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#: ../../content/applications/hr/appraisals/360.rst:26
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msgid ":guilabel:`Survey Name`: the name of the specific survey."
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msgstr ""
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#: ../../content/applications/hr/appraisals/360.rst:27
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msgid ":guilabel:`Responsible`: the employee responsible for the survey, including the month and year they were given that designation."
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msgstr ""
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#: ../../content/applications/hr/appraisals/360.rst:29
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msgid ":guilabel:`Questions`: the number of questions in that particular survey."
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msgstr ""
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#: ../../content/applications/hr/appraisals/360.rst:30
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msgid ":guilabel:`Average Duration`: the average time a user spends completing the survey."
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msgstr ""
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#: ../../content/applications/hr/appraisals/360.rst:31
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msgid ":guilabel:`Registered`: the number of people who have been sent the survey."
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msgstr ""
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#: ../../content/applications/hr/appraisals/360.rst:32
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msgid ":guilabel:`Completed`: the number of people who have completed the survey."
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msgstr ""
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#: ../../content/applications/hr/appraisals/360.rst:33
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msgid ":guilabel:`Certified`: if the survey is for a certification, the percentage of users who have passed the certification."
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msgstr ""
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#: ../../content/applications/hr/appraisals/360.rst:36
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msgid "Each appraisal row offers two actions:"
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msgstr ""
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#: ../../content/applications/hr/appraisals/360.rst:38
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msgid ":guilabel:`Test`: Opens the appraisal in a new tab to preview the questions without submitting answers. Close the tab to return to the list, or click :icon:`oi-arrow-right` :guilabel:`Go to Survey`/:guilabel:`Go to Appraisal` for the full form."
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msgstr ""
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#: ../../content/applications/hr/appraisals/360.rst:41
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msgid ":guilabel:`See Results`: :ref:`View response analytics <appraisals/360-view-results>`."
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msgstr ""
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#: ../../content/applications/hr/appraisals/360.rst:46
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msgid "Request feedback"
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msgstr ""
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#: ../../content/applications/hr/appraisals/360.rst:48
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msgid "To request feedback from a colleague, navigate to the **Appraisals** app, and click on the appraisal card to open it."
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msgstr ""
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#: ../../content/applications/hr/appraisals/360.rst:51
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msgid "Click the :guilabel:`Ask Feedback` button, and an :guilabel:`Ask Feedback` email pop-up window appears, using the :guilabel:`Appraisal: Ask Feedback` email template."
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msgstr ""
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#: ../../content/applications/hr/appraisals/360.rst:54
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msgid "First, using the drop-down menu, select the employees being asked to provide feedback in the :guilabel:`Recipients` field. Multiple employees may be selected. Next, make any desired changes to the default message, and attach any relevant documents."
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msgstr ""
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#: ../../content/applications/hr/appraisals/360.rst:58
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msgid "The :guilabel:`Answer Deadline` date is automatically set to the day after the :guilabel:`Appraisal Date` on the appraisal form. Using the calendar selector, modify the date, if desired."
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msgstr ""
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#: ../../content/applications/hr/appraisals/360.rst:61
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msgid "Click :guilabel:`Send`, and the feedback requests are sent to the specified employees."
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msgstr ""
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#: ../../content/applications/hr/appraisals/360.rst:-1
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msgid "The email pop-up when requesting feedback from other employees."
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msgstr ""
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#: ../../content/applications/hr/appraisals/360.rst:69
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msgid "View results"
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msgstr ""
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#: ../../content/applications/hr/appraisals/360.rst:71
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msgid "To view the results from everyone who has completed a survey, click the :guilabel:`See Results` button at the end of the corresponding survey line in the :ref:`360 Feedback dashboard <appraisals/360-dashboard>`. This presents all the answers for the survey in a new tab. Each question provides information on how many people responded to a question, and how many people skipped it. All answers for each question are visible."
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msgstr ""
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#: ../../content/applications/hr/appraisals/360.rst:77
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msgid "To save a PDF version of the survey results, click the :icon:`fa-print` :guilabel:`(Print)` icon at the top of the page. To exit, close the tab."
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msgstr ""
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#: ../../content/applications/hr/appraisals/360.rst:80
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msgid "In addition to viewing the responses from past appraisals and surveys, new surveys can also be created from the :guilabel:`360 Feedback` page. Click the :guilabel:`New` button in the top-left of the page to create a new survey."
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msgstr ""
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#: ../../content/applications/hr/appraisals/360.rst:84
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msgid "For more information on how to create a survey, refer to the :doc:`../../marketing/surveys/create` document."
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msgstr ""
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#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:3
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msgid "Appraisal analysis"
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msgstr ""
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#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:5
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msgid "The **Appraisals** app has the ability to report on all the appraisals in the system, including past, present, and future appraisals, and their respective statuses. This report helps managers track scheduled appraisals, and identify any overdue or unconfirmed ones."
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msgstr ""
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#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:9
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msgid "To access the *Appraisal Analysis* report, navigate to :menuselection:`Appraisals app --> Reporting --> Appraisal Analysis`."
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msgstr ""
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#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:12
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msgid "On the :guilabel:`Appraisal Analysis` page, a report loads, displaying all the appraisals in the database, in a default graph chart. Appraisals are grouped by :guilabel:`Month`, then :guilabel:`Department`."
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msgstr ""
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#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:17
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msgid "View by status"
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msgstr ""
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#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:19
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msgid "Another way to view the *Appraisal Analysis* report is in the Gantt view, which provides visual information on the appraisal's status."
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msgstr ""
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#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:22
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msgid "Navigate to :menuselection:`Appraisals app --> Reporting --> Appraisal Analysis`, and click the :icon:`fa-tasks` :guilabel:`(Gantt)` icon in the upper-right corner. The report displays the current year, grouped by department, with the current month highlighted."
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msgstr ""
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#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:26
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msgid "Each entry is highlighted in a different color to represent their status:"
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msgstr ""
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#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:29
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msgid "Color"
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msgstr ""
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#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:29
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msgid "Status"
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msgstr ""
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#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:29
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msgid "Meaning"
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msgstr ""
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#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:31
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msgid "Yellow"
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msgstr ""
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#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:31
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msgid ":guilabel:`Done`"
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msgstr ""
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#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:31
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msgid "The appraisal was completed."
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msgstr ""
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#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:33
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msgid "Orange"
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msgstr ""
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#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:33
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msgid ":guilabel:`Appraisal Sent`"
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msgstr ""
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#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:33
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msgid "The appraisal was confirmed, but not completed."
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msgstr ""
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#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:35
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msgid "Red"
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msgstr ""
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#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:35
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msgid ":guilabel:`Cancelled`"
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msgstr ""
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#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:35
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msgid "The appraisal was cancelled."
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msgstr ""
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#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:37
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msgid "Gray"
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msgstr ""
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#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:37
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msgid ":guilabel:`To Start`"
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msgstr ""
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#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:37
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msgid "The appraisal was scheduled, but not confirmed."
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msgstr ""
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#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:41
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msgid "Appraisals are scheduled automatically (appear in gray), according to their respective :ref:`appraisals/appraisal-plan`."
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msgstr ""
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#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:44
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msgid "To change the period of time that is presented, adjust the date settings in the top-left corner of the report by clicking the :icon:`fa-calendar` :guilabel:`From: (date) to (date)` to reveal a drop-down menu of options. The options to display are :guilabel:`Today`, :guilabel:`This week`, :guilabel:`This month`, :guilabel:`This quarter`, and :guilabel:`This year`."
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msgstr ""
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#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:49
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msgid "Additionally, a range of dates can be entered in the :guilabel:`From` and :guilabel:`To` fields at the bottom of the list, then click :guilabel:`Apply`."
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msgstr ""
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#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:52
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msgid "At any point, click the :icon:`fa-crosshairs` :guilabel:`(Focus Today)` button to have the report include today's date in the view."
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msgstr ""
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#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:55
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msgid "To view the details of any appraisal, click on any appraisal. A pop-over window appears, displaying the due date for the appraisal. To view more details, click the :guilabel:`View` button, and further details appear in an :guilabel:`Open` pop-up window."
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msgstr ""
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#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:59
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msgid "The report can have other :ref:`filters <search/filters>` and :ref:`groupings <search/group>` set in the search bar at the top."
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msgstr ""
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#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:-1
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msgid "A report showing all the appraisals for the Appraisal Analysis report."
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msgstr ""
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#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:68
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msgid "Group by status"
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msgstr ""
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#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:70
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msgid "When a company has a large number of employees, the default :guilabel:`Appraisal Analysis` report may display too much information to view at one time. In this scenario, viewing the data by status can be beneficial."
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msgstr ""
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#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:74
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msgid "First, clear any filters or groups from the search bar. Next, click the :icon:`fa-caret-down` :guilabel:`(Toggle Search Panel)` icon in the far-right of the search bar. Click :guilabel:`Status` in the :icon:`oi-group` :guilabel:`Group By` column. Click away from the drop-down menu to close it."
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msgstr ""
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#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:78
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msgid "All the appraisals are now organized by status, in the following order: :guilabel:`Cancelled`, :guilabel:`Done`, :guilabel:`To Start`, and :guilabel:`Appraisal Sent`."
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msgstr ""
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#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:81
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msgid "This view shows which appraisals need to be completed, and when, as well as which appraisals still need to be confirmed."
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msgstr ""
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#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:-1
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msgid "A report showing all the appraisals, grouped by status."
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msgstr ""
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#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:88
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msgid "Use case: view only the user's appraisals"
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msgstr ""
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#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:90
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msgid "When viewing the :guilabel:`Appraisal Analysis` report, it can save time to only view the appraisals the signed-in user is responsible for, and hide the rest."
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msgstr ""
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#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:93
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msgid "To only view this data, click the :icon:`fa-caret-down` :guilabel:`(Toggle Search Panel)` icon in the far-right of the search bar, revealing a drop-down menu."
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msgstr ""
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#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:97
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msgid "It is not necessary to remove the default :icon:`oi-group` :guilabel:`Department` grouping. If it remains active, the results are grouped by department. If it is removed, the results appear in a list, alphabetically."
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msgstr ""
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#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:101
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msgid "Click :guilabel:`Add Custom Filter` at the bottom of the :icon:`fa-filter` :guilabel:`Filters` column, and a :guilabel:`Add Custom Filter` pop-up window appears."
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msgstr ""
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#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:104
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msgid "Click into the first field, and a pop-over appears with a variety of options. Click the :icon:`fa-chevron-right` :guilabel:`(right arrow)` icon after the word :guilabel:`Employee`, then scroll down and click on :guilabel:`Manager`. Next, set the middle field to :guilabel:`=` :guilabel:`(equal)`. Last, click the third field and select the desired user from the list. When all the fields are set, click :guilabel:`Add`."
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msgstr ""
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#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:-1
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msgid "A customized filter to show only the user's employees."
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msgstr ""
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#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:113
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msgid "Now, the only appraisals that appear are the appraisals that the selected user is responsible for, instead of viewing *all* the appraisals."
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msgstr ""
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#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:116
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msgid "This report can also be :ref:`grouped by status <appraisals/group-status>`."
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msgstr ""
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#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:-1
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msgid "A report showing only the appraisals the user is responsible for, by status."
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msgstr ""
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#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:122
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#: ../../content/applications/hr/appraisals/skills_evolution.rst:159
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msgid ":doc:`Odoo essentials reporting <../../essentials/reporting>`"
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msgstr ""
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#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:123
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#: ../../content/applications/hr/appraisals/skills_evolution.rst:160
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msgid ":doc:`../../essentials/search`"
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msgstr ""
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#: ../../content/applications/hr/appraisals/appraisal_templates.rst:3
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msgid "Appraisal templates"
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msgstr ""
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#: ../../content/applications/hr/appraisals/appraisal_templates.rst:8
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msgid "The **Appraisals** app uses a preconfigured default template, which is general enough to be applicable to all employees. If desired, the default template :ref:`can be modified <appraisals/modify-template>`, or, if different templates are needed, such as department-specific appraisal templates, new templates :ref:`can be created <appraisals/create-template>`."
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msgstr ""
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#: ../../content/applications/hr/appraisals/appraisal_templates.rst:16
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msgid "Modify appraisal templates"
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msgstr ""
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#: ../../content/applications/hr/appraisals/appraisal_templates.rst:18
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msgid "If needed, changes can be made to the default template. To view the default template, navigate to :menuselection:`Appraisals app --> Configuration --> Appraisal Templates`."
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msgstr ""
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#: ../../content/applications/hr/appraisals/appraisal_templates.rst:21
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msgid "The default template appears in a list view, named :guilabel:`Default Template`. Click on the template to view the template details. Make any desired changes to the template."
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msgstr ""
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#: ../../content/applications/hr/appraisals/appraisal_templates.rst:24
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msgid "The default template consists of the following questions:"
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msgstr ""
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#: ../../content/applications/hr/appraisals/appraisal_templates.rst:26
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msgid "Odoo **Appraisals** default appraisal template"
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msgstr ""
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#: ../../content/applications/hr/appraisals/appraisal_templates.rst:29
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msgid "**Employee Feedback**"
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msgstr ""
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#: ../../content/applications/hr/appraisals/appraisal_templates.rst:30
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msgid "**Manager Feedback**"
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msgstr ""
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#: ../../content/applications/hr/appraisals/appraisal_templates.rst:33
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msgid "**My work**"
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msgstr ""
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#: ../../content/applications/hr/appraisals/appraisal_templates.rst:35
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msgid "**What are my best achievement(s) since my last appraisal?**"
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msgstr ""
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#: ../../content/applications/hr/appraisals/appraisal_templates.rst:37
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msgid "*Describe something that made you proud, a piece of work positive for the company.*"
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msgstr ""
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#: ../../content/applications/hr/appraisals/appraisal_templates.rst:39
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msgid "**What has been the most challenging aspect of my work this past year and why?**"
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msgstr ""
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#: ../../content/applications/hr/appraisals/appraisal_templates.rst:41
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msgid "*Did you face new difficulties? Did you confront yourself to new obstacles?*"
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msgstr ""
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#: ../../content/applications/hr/appraisals/appraisal_templates.rst:43
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msgid "**What would I need to improve my work?**"
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msgstr ""
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#: ../../content/applications/hr/appraisals/appraisal_templates.rst:45
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msgid "*How can the company help you with your needs and objectives so you can reach your goals and foster better collaboration.*"
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msgstr ""
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#: ../../content/applications/hr/appraisals/appraisal_templates.rst:48
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msgid "**My future**"
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msgstr ""
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#: ../../content/applications/hr/appraisals/appraisal_templates.rst:50
|
|
msgid "**What are my short and long-term goals with the company, and for my career?**"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/appraisal_templates.rst:52
|
|
msgid "*Give an example of a short-term objective (< 6 months)*"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/appraisal_templates.rst:53
|
|
msgid "*Give an example of a long-term objective (> 6 months)*"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/appraisal_templates.rst:55
|
|
msgid "**Which parts of my job do I most / least enjoy?**"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/appraisal_templates.rst:57
|
|
msgid "*Every job has strong points - which tasks do you enjoy the most and the least?*"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/appraisal_templates.rst:59
|
|
msgid "**My feelings**"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/appraisal_templates.rst:61
|
|
msgid "**How do I feel about the company...**"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/appraisal_templates.rst:63
|
|
msgid "Culture/Behavior: |5-stars|"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/appraisal_templates.rst:64
|
|
msgid "Internal Communication: |5-stars|"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/appraisal_templates.rst:66
|
|
msgid "**How do I feel about my own...**"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/appraisal_templates.rst:68
|
|
msgid "Job content: |5-stars|"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/appraisal_templates.rst:69
|
|
msgid "Work organization: |5-stars|"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/appraisal_templates.rst:70
|
|
msgid "Remuneration: |5-stars|"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/appraisal_templates.rst:72
|
|
msgid "**Feedback**"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/appraisal_templates.rst:74
|
|
msgid "**Give one positive achievement that convinced you of the employee's value.**"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/appraisal_templates.rst:76
|
|
msgid "*Some achievements that illustrate their strengths in addressing job challenges.*"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/appraisal_templates.rst:78
|
|
msgid "**Evaluation**"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/appraisal_templates.rst:81
|
|
msgid "*Stress Resistance*"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/appraisal_templates.rst:81
|
|
#: ../../content/applications/hr/appraisals/appraisal_templates.rst:83
|
|
#: ../../content/applications/hr/appraisals/appraisal_templates.rst:85
|
|
#: ../../content/applications/hr/appraisals/appraisal_templates.rst:87
|
|
#: ../../content/applications/hr/appraisals/appraisal_templates.rst:89
|
|
msgid "|5-stars|"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/appraisal_templates.rst:83
|
|
msgid "*Time Management*"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/appraisal_templates.rst:85
|
|
msgid "*Teamwork*"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/appraisal_templates.rst:87
|
|
msgid "*Autonomy*"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/appraisal_templates.rst:89
|
|
msgid "*Pro-activity*"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/appraisal_templates.rst:92
|
|
msgid "**Improvements**"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/appraisal_templates.rst:94
|
|
msgid "**How could the employee improve?**"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/appraisal_templates.rst:96
|
|
msgid "*From a manager's point of view, how could you help them overcome their weaknesses?*"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/appraisal_templates.rst:98
|
|
msgid "**Short term (6-months) actions / decisions / objectives**"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/appraisal_templates.rst:100
|
|
msgid "*Do you need a rapid response to the current situation?*"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/appraisal_templates.rst:102
|
|
msgid "**Long term (> 6 months) career discussion, where does the employee want to go, how can you help them reach this path?**"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/appraisal_templates.rst:105
|
|
msgid "*How do you see the employee's future - does your vision align with their aspirations?*"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/appraisal_templates.rst:110
|
|
msgid "Create appraisal templates"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/appraisal_templates.rst:112
|
|
msgid "Large companies with many departments may prefer department-specific appraisal templates, instead of using a default universal template. Creating and using department-specific templates can be helpful if specific feedback is needed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/appraisal_templates.rst:117
|
|
msgid "An appliance repair company has two main types of employees, office workers who handle administrative tasks and scheduling, and repair technicians who work in the field, performing repairs at customers' homes."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/appraisal_templates.rst:121
|
|
msgid "This type of company may create two different appraisal templates, one for the office workers, and one for the on-site repair technicians."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/appraisal_templates.rst:124
|
|
msgid "To create a new appraisal template, click the :guilabel:`New` button in the upper-left corner. Next, :doc:`configure the appraisal <../../marketing/surveys/create>` by adding questions to the template."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/appraisal_templates.rst:127
|
|
msgid "Additionally, a new appraisal template can be created by duplicating the default template, and making modifications to the copy. To duplicate the template, navigate to :menuselection:`Appraisals app --> Configuration --> Appraisal Templates`, then click on the template being duplicated. Click the :icon:`fa-gear` :guilabel:`(Actions)` icon, then click :icon:`fa-clone` :guilabel:`Duplicate`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/appraisal_templates.rst:132
|
|
msgid "First, change the name of the template, then make any desired changes to the template."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/appraisal_templates.rst:135
|
|
msgid "Appraisal templates are housed in the **Surveys** app. Any appraisal template created *in* the **Appraisals** app must be configured to be used with the **Appraisals** app, or it will *not* be available for appraisals."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/appraisal_templates.rst:139
|
|
msgid "To ensure a new template is available for the **Appraisals** app, navigate to the **Surveys** app, and click on the appraisal template."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/appraisal_templates.rst:142
|
|
msgid "Tick the radio button next to :guilabel:`Appraisal` at the top of the survey. This setting allows the survey to be used in the **Appraisals** app, and is visible in the :guilabel:`Appraisal Template` drop-down menu."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/appraisal_templates.rst:0
|
|
msgid "The appraisal radio button ticked on an appraisal form in the Surveys app."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/goals.rst:3
|
|
msgid "Goals"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/goals.rst:5
|
|
msgid "The Odoo **Appraisals** application allows managers to set (and track) clear goals for their employees. Continuous progress towards goals give employees a concrete target between reviews, and give managers reliable insights when evaluating performance."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/goals.rst:10
|
|
msgid "View goals"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/goals.rst:12
|
|
msgid "To view all goals, navigate to :menuselection:`Appraisals app --> Goals`. This presents all the goals for every employee, in a default list view, grouped by :guilabel:`Employee`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/goals.rst:15
|
|
msgid "Click on an employee to expand the listed goals. Each goal displays the following information:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/goals.rst:17
|
|
msgid ":guilabel:`Name`: The name of the goal."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/goals.rst:18
|
|
msgid ":guilabel:`Created on`: The date the goal was made."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/goals.rst:19
|
|
msgid ":guilabel:`Progress`: The percentage of progress the employee has achieved."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/goals.rst:20
|
|
msgid ":guilabel:`Employee`: The employee assigned to the goal."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/goals.rst:23
|
|
msgid "Only employees with goals assigned to them appear in the list."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/goals.rst:-1
|
|
msgid "A list of goals for all employees."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/goals.rst:31
|
|
msgid "Create goals"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/goals.rst:33
|
|
msgid "To create new goals, navigate to :menuselection:`Appraisals app --> Goals`, and click :guilabel:`New` in the top-left corner to open a blank goal form. Add the following information on the form:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/goals.rst:37
|
|
msgid ":guilabel:`Goal`: Type in a brief name for the goal in this field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/goals.rst:38
|
|
msgid ":guilabel:`Employee`: Using the drop-down menu, select the employee being assigned the goal. Once this field is populated, the employee's manager populates the :guilabel:`Manager` field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/goals.rst:40
|
|
msgid ":guilabel:`Progress`: Click the current percentage of competency for the goal. The options are :guilabel:`0%`, :guilabel:`25%`, :guilabel:`50%`, :guilabel:`75%`, or :guilabel:`100%`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/goals.rst:42
|
|
msgid ":guilabel:`Manager`: Using the drop-down menu, select the employee's manager (if not already selected)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/goals.rst:44
|
|
msgid ":guilabel:`Deadline`: Using the calendar selector, enter the due date for the goal."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/goals.rst:45
|
|
msgid ":guilabel:`Tags`: Using the drop-down menu, add any relevant :ref:`tags <appraisals/add-tags>` to the goal."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/goals.rst:47
|
|
msgid ":guilabel:`Description` tab: Enter any details regarding the goal in this tab."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/goals.rst:50
|
|
msgid "Some goals can be broken down into steps, which may be input as a checklist. A checklist is a tool the employee may use to mark their progress."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/goals.rst:-1
|
|
msgid "A completed goal created for learning Python."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/goals.rst:59
|
|
msgid "Tags"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/goals.rst:61
|
|
msgid "Adding tags to goals can help when viewing the goals report, to see how many goals with specific tags are assigned to employees."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/goals.rst:64
|
|
msgid "To view all the current tags, and add new ones, navigate to :menuselection:`Appraisals app --> Configuration --> Tags`. All tags appear in a list view. The default tags are: :guilabel:`External`, :guilabel:`Hard Skills`, :guilabel:`Internal`, :guilabel:`Programming`, :guilabel:`Soft Skills`, and :guilabel:`Training`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/goals.rst:69
|
|
msgid "To add a new tag, click the :guilabel:`New` button in the upper-left corner, and a new line appears at the bottom of the list. Enter the tag, then press return or click away from the field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/goals.rst:73
|
|
msgid "Update goals"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/goals.rst:75
|
|
msgid "During employee appraisals, goals are reviewed to see how much progress the employee has made. When an employee has achieved the next level of progress, the goal must be updated accordingly."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/goals.rst:78
|
|
msgid "To update a goal's progress percentage, navigate to :menuselection:`Appraisals app --> Goals`. Expand the employee whose goals are being evaluated, and click on an individual goal to open the goal record."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/goals.rst:82
|
|
msgid "Click the new :guilabel:`Progress` box to set the new progress level. It is recommended to add notes in the :guilabel:`Description` tab, as the employee progresses with the goal. The notes should include dates the progress changed, and any supporting information regarding the change."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/goals.rst:87
|
|
msgid "Goal progress can be updated at any time by the employee's manager, not only during an appraisal."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/goals.rst:90
|
|
msgid "Complete goals"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/goals.rst:92
|
|
msgid "When a goal has been met, it is important to update the record. Navigate to :menuselection:`Appraisals app --> Goals`. Expand the employee whose goals are being evaluated, and click on an individual goal to open the goal record."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/goals.rst:96
|
|
msgid "Click the :guilabel:`Mark as Done` button in the upper-left corner. A green :guilabel:`Done` banner appears in the top-right corner of the goal card, and the :guilabel:`Progress` changes to :guilabel:`100%`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/goals.rst:101
|
|
msgid "On the :guilabel:`Goals` dashboard, completed goals are indicated with a green :guilabel:`100%` in the :guilabel:`Progress` column."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/new_appraisals.rst:3
|
|
msgid "Conduct appraisals"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/new_appraisals.rst:5
|
|
msgid "This guide explains the end-to-end appraisal workflow in Odoo, from creation to final rating, showing how managers and employees collaborate at each stage."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/new_appraisals.rst:8
|
|
msgid ":ref:`Employee self-assessment <appraisals/employee-feedback>`: The employee completes the Employee's Feedback template and updates their skills. Responses remain hidden until the employee sets the form to *Visible to Manager*."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/new_appraisals.rst:11
|
|
msgid ":ref:`Manager feedback <appraisals/manager-feedback>`: While the employee works on their section, the manager reviews goals, gathers peer input if needed, and fills out the *Manager's Feedback* template. Feedback can remain hidden until the appraisal meeting."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/new_appraisals.rst:14
|
|
msgid ":ref:`Appraisal review <appraisals/review>`: Manager and employee meet to discuss both feedback sections, validate skill changes, and agree on next steps. The meeting can be scheduled directly from the appraisal or the calendar."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/new_appraisals.rst:17
|
|
msgid ":ref:`Completion and rating <appraisals/complete>`: After the discussion, the manager assigns a final rating, adds any private notes, and marks the appraisal Done. The record then locks unless it is reopened for further edits."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/new_appraisals.rst:21
|
|
msgid "Throughout the process, optional actions, such as requesting peer feedback or logging private manager notes, enhance the appraisal's accuracy and relevance."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/new_appraisals.rst:27
|
|
msgid "Employee self-assessment"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/new_appraisals.rst:29
|
|
msgid "Once an appraisal is confirmed, the employee is required to fill out the self-assessment."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/new_appraisals.rst:32
|
|
msgid "Only confirmed appraisals can be worked on. If an appraisal is *not* confirmed, the fields on the appraisal form cannot be edited, and feedback cannot be recorded."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/new_appraisals.rst:35
|
|
msgid "After the employee receives a notification via email that an appraisal is confirmed and scheduled, they are requested to fill out their half of the default appraisal template, and update any skills."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/new_appraisals.rst:38
|
|
msgid "Employee's can click on the link in the confirmation email to navigate to the appraisal, or they can open their appraisal in the **Appraisals** app. To do this, open the **Appraisals** app, then click on the appraisal card."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/new_appraisals.rst:42
|
|
msgid "The :guilabel:`Employee's Feedback` half of the template includes the following sections: :guilabel:`My work`, :guilabel:`My future`, and :guilabel:`My feelings`. Each of these sections consists of several questions for the employee to answer, allowing the employee to perform a self-assessment, and provide feedback on how they feel about the company and their role."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/new_appraisals.rst:48
|
|
msgid "Employee skills"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/new_appraisals.rst:50
|
|
msgid "After completing the :ref:`Employee's Feedback <appraisals/employee-feedback>` section in the :guilabel:`Appraisal` tab, the employee next updates their skills in the :guilabel:`Skills` tab."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/new_appraisals.rst:53
|
|
msgid "Any skills that were present on the employee's record when the appraisal was confirmed, appear in this tab. If a :guilabel:`Skill Level` has changed since the last appraisal, the level must be updated."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/new_appraisals.rst:58
|
|
msgid "The :guilabel:`Skills` tab does not appear on the appraisal until the appraisal is confirmed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/new_appraisals.rst:60
|
|
msgid "Click on the :guilabel:`Skill Level` for the skill that has changed, revealing a drop-down of all available levels. Click on the new level for the skill. Once selected, the :guilabel:`Progress` field updates accordingly. Next, click into the :guilabel:`Justification` field for the skill, and enter any relevant details explaining the change. This field is not necessary, but may aid management when reviewing the employee's skills."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/new_appraisals.rst:67
|
|
msgid "Complete the self-assessment"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/new_appraisals.rst:69
|
|
msgid "The employee feedback remains hidden from management while the employee is performing their self-assessment. Once the employee has completed their half of the appraisal, and updated any skills, they tick the gray :guilabel:`Not Visible to Manager` toggle. This changes the toggle text to :guilabel:`Visible to Manager`, the color changes to green, and their responses are then visible to management."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/new_appraisals.rst:75
|
|
msgid "Additionally, a green dot appears on the appraisal card on the **Appraisals** app dashboard, indicating the employee has completed their assessment, and marked their half of the appraisal as done."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/new_appraisals.rst:82
|
|
msgid "Manager feedback"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/new_appraisals.rst:84
|
|
msgid "While the employee is completing their :guilabel:`Employee's Feedback` section, the manager fills out the :guilabel:`Manager's Feedback` section."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/new_appraisals.rst:87
|
|
msgid "Before the manager fills out their portion of the appraisal, managers typically review the employee's goals and skills, and ask for :ref:`additional feedback <appraisals/ask-feedback>` from the employee's coworkers, to better understand all the achievements and challenges for the employee."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/new_appraisals.rst:91
|
|
msgid "Once the manager has all the information they need to evaluate the employee, they fill out the :guilabel:`Manager's Feedback` section of the appraisal form. The manager's half has the following sections: :guilabel:`Feedback`, :guilabel:`Evaluation`, and :guilabel:`Improvements`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/new_appraisals.rst:95
|
|
msgid "The manager's appraisal focuses on the employee's accomplishments, as well as identifying areas of improvements, with actionable steps to help the employee achieve their goals in both the long and short term."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/new_appraisals.rst:99
|
|
msgid "When the feedback section is completed, the manager can tick the :guilabel:`Not Visible to Employee` toggle. This changes the toggle text to :guilabel:`Visible to Employee`, the color changes to green, and their responses are then visible to the employee."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/new_appraisals.rst:104
|
|
msgid "Some managers prefer to keep their feedback hidden from the employee until they :ref:`meet with the employee <appraisals/review>` to discuss the appraisal."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/new_appraisals.rst:110
|
|
msgid "Ask for feedback"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/new_appraisals.rst:112
|
|
msgid "As part of the appraisal process, the manager can :ref:`request feedback for an employee <appraisals/360-request-feedback>` from anyone in the company about an employee. In Odoo, this is referred to as *360 Feedback*."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/new_appraisals.rst:116
|
|
msgid "Feedback is requested from coworkers and anyone else who works with the employee. This is to get a more well-rounded view of the employee, and aid in the manager's overall assessment."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/new_appraisals.rst:120
|
|
msgid "To request feedback, the appraisal **must** be confirmed. Once confirmed, an :guilabel:`Ask Feedback` button appears in the upper-left corner of the form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/new_appraisals.rst:126
|
|
msgid "Appraisal review"
|
|
msgstr ""
|
|
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|
#: ../../content/applications/hr/appraisals/new_appraisals.rst:128
|
|
msgid "Once both portions of an appraisal are completed (the :ref:`employee <appraisals/employee-feedback>` and :ref:`manager <appraisals/manager-feedback>` feedback sections), it is time for the employee and manager to :ref:`meet and discuss the appraisal <appraisals/schedule>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/new_appraisals.rst:132
|
|
msgid "During the appraisal meeting, the manager reviews both the :ref:`Employee's Feedback <appraisals/employee-feedback>` section as well as their own :ref:`Manager feedback <appraisals/manager-feedback>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/new_appraisals.rst:136
|
|
msgid "Additionally, the employee's :ref:`skills <appraisals/skills>` and :doc:`goals <goals>` are reviewed at this time, and updated as needed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/new_appraisals.rst:142
|
|
msgid "Schedule appraisal review"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/new_appraisals.rst:144
|
|
msgid "A meeting can be scheduled in one of two ways: either from the **Appraisals** app dashboard, or from an individual appraisal card."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/new_appraisals.rst:147
|
|
msgid "To schedule an appraisal from the dashboard of the **Appraisals** app, first navigate to :menuselection:`Appraisals app --> Appraisals`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/new_appraisals.rst:150
|
|
msgid "Click the activity icon beneath the appraisal date on the desired appraisal card, and an activity pop-up window appears. Click :icon:`fa-plus` :guilabel:`Schedule an activity`, and set the :guilabel:`Activity Type`` to :guilabel:`Meeting`. For more information on scheduling activities, refer to the :ref:`activities documentation <activities/all>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/new_appraisals.rst:155
|
|
msgid "Doing so opens a :guilabel:`New Event` pop-up form. From this pop-up form, make any desired modifications, such as designating a :guilabel:`Start` time."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/new_appraisals.rst:158
|
|
msgid "The employee populates the :guilabel:`Attendees` section by default. Add anyone else who should be in the meeting, if necessary."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/new_appraisals.rst:161
|
|
msgid "To make the meeting a video call, instead of an in-person meeting, click :icon:`fa-plus` :guilabel:`Odoo meeting`, and a :guilabel:`Videocall URL` link appears in the field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/new_appraisals.rst:164
|
|
msgid "Once all the desired changes are complete, click :guilabel:`Save & Close`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/new_appraisals.rst:166
|
|
msgid "The meeting now appears on the calendar, and the invited parties are informed, via email."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/new_appraisals.rst:-1
|
|
msgid "The meeting form with all information entered for Ronnie Hart's annual appraisal."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/new_appraisals.rst:171
|
|
msgid "The other way to schedule a meeting is from the individual appraisal form. To do this, navigate to the :menuselection:`Appraisal app` dashboard, then click on an appraisal card."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/new_appraisals.rst:174
|
|
msgid "Next, click on the :icon:`fa-calendar` :guilabel:`Meeting` smart button, and the calendar loads. Follow the same directions above to create the meeting."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/new_appraisals.rst:177
|
|
msgid "For more detailed information on how to schedule activities, refer to the :doc:`activities <../../essentials/activities>` documentation."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/new_appraisals.rst:181
|
|
msgid "If no meetings are scheduled, the :guilabel:`Meeting` smart button reads :guilabel:`No Meeting`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/new_appraisals.rst:186
|
|
msgid "Review employee skills"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/new_appraisals.rst:188
|
|
msgid "Part of an appraisal is evaluating an employee's skills, and tracking their progress over time. The :guilabel:`Skills` tab of the appraisal form auto-populates with the skills from the :ref:`employee form <employees/skills>`, once an appraisal is confirmed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/new_appraisals.rst:192
|
|
msgid "Each skill is grouped with like skills, and the :guilabel:`Skill Level`, :guilabel:`Progress`, and :guilabel:`Justification` are displayed for each skill."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/new_appraisals.rst:195
|
|
msgid ":ref:`Update any skills, or add any new skills <employees/skills>` to the :guilabel:`Skills` tab."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/new_appraisals.rst:197
|
|
msgid "If a skill level has increased, enter a reason for the improved rating in the :guilabel:`Justification` field, such as `took a fluency language test` or `received Javascript certification`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/new_appraisals.rst:201
|
|
msgid "After an appraisal is completed, and the skills have been updated, the next time an appraisal is confirmed, the updated skills populate the :guilabel:`Skills` tab."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/new_appraisals.rst:205
|
|
msgid "The :guilabel:`Skills` tab *can* be modified **after** the employee and their manager have met and discussed the employee's appraisal."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/new_appraisals.rst:208
|
|
msgid "This is a common situation as the manager may not have all the necessary information to assess and update the employee's skills before meeting."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/new_appraisals.rst:214
|
|
msgid "Complete an appraisal"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/new_appraisals.rst:216
|
|
msgid "After the appraisal has been filled out by both the employee and the manager, and both parties have met and discussed the employee's performance, the manager then :ref:`logs any notes <appraisals/notes>`, and :ref:`assigns a rating <appraisals/rate>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/new_appraisals.rst:220
|
|
msgid "When completed, click the :guilabel:`Mark as Done` button in the upper-left corner of the appraisal form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/new_appraisals.rst:223
|
|
msgid "Once the appraisal is marked as *Done*, the status changes from :guilabel:`Confirmed` to :guilabel:`Done`, and the :guilabel:`Mark as Done` button changes to a :guilabel:`Reopen` button."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/new_appraisals.rst:227
|
|
msgid "Modifications are **not** possible once the appraisal is marked as done."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/new_appraisals.rst:229
|
|
msgid "To make any changes to an appraisal with a status of :guilabel:`Done`, click the :guilabel:`Reopen` button, then, click :guilabel:`Confirm`, and make any modifications needed. Once all modifications are complete, click the :guilabel:`Mark as Done` button again."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/new_appraisals.rst:236
|
|
msgid "Add a private note"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/new_appraisals.rst:238
|
|
msgid "Managers can log notes on an appraisal that are **only** visible to other managers. Enter any notes in the :guilabel:`Private Note` tab. This can be done anytime during the appraisal process."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/new_appraisals.rst:241
|
|
msgid "The employee being evaluated does **not** have access to this tab, and the tab does **not** appear on their appraisal."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/new_appraisals.rst:244
|
|
msgid "The tab is optional and does not affect the final rating."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/new_appraisals.rst:249
|
|
msgid "Provide a final rating"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/new_appraisals.rst:251
|
|
msgid "After both the manager and employee have met to discuss the employee's performance, the appraisal must be given a :guilabel:`Final Rating`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/new_appraisals.rst:254
|
|
msgid "Using the drop-down menu, select the rating for the employee. The default options are: :guilabel:`Needs improvement`, :guilabel:`Meets expectations`, :guilabel:`Exceeds expectations`, :guilabel:`Strongly Exceeds Expectations`, and :guilabel:`Good`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/new_appraisals.rst:258
|
|
msgid "To add a new rating, navigate to :menuselection:`Appraisals app --> Configuration --> Evaluation Scale`. The default ratings are presented in a list view. To add a new rating, click the :guilabel:`New` button in the upper-left corner, and a blank line appears at the bottom of the list. Enter the new rating, then press the enter key, or click away from the line. Add as many new ratings as needed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/new_appraisals.rst:264
|
|
msgid "Click :menuselection:`Appraisals` in the top menu to return to the :guilabel:`Appraisals` dashboard, click on the appraisal, then select the desired :guilabel:`Final Rating`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/new_appraisals.rst:268
|
|
msgid ":doc:`../appraisals/goals`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/new_appraisals.rst:269
|
|
msgid ":doc:`../appraisals/appraisal_analysis`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/new_appraisals.rst:270
|
|
msgid ":doc:`../appraisals/skills_evolution`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/schedule_appraisals.rst:3
|
|
msgid "Schedule appraisals"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/schedule_appraisals.rst:5
|
|
msgid "Odoo's **Appraisals** app helps managers run recurring performance reviews. Each review can include a self-assessment and can follow any schedule the company sets."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/schedule_appraisals.rst:8
|
|
msgid "Regular appraisals turn day-to-day work into clear goals and measurable skill targets. They also supply the objective evidence HR needs for raises or promotions, and keep individual performance aligned with company KPIs."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/schedule_appraisals.rst:12
|
|
msgid "Reviews can be :ref:`scheduled automatically <appraisals/auto>` through an :ref:`appraisal plan <appraisals/appraisal-plan>` that triggers evaluations at set intervals, or :ref:`created manually <appraisals/manual>` whenever needed—such as before a promotion or department transfer."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/schedule_appraisals.rst:19
|
|
msgid "Automatic scheduling"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/schedule_appraisals.rst:21
|
|
msgid "To ensure no appraisal is missed, enable automatic scheduling by going to :menuselection:`Appraisals app --> Configuration --> Settings`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/schedule_appraisals.rst:24
|
|
msgid "The :guilabel:`Appraisals Plan` settings determines the frequency that appraisals are scheduled."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/schedule_appraisals.rst:-1
|
|
msgid "The appraisals sections with the timeline filled in and 360 feedback enabled."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/schedule_appraisals.rst:32
|
|
msgid "Appraisals plans"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/schedule_appraisals.rst:34
|
|
msgid "By default, appraisals are preconfigured to be automatically created six months after an employee is hired, with a second appraisal exactly six months after that."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/schedule_appraisals.rst:37
|
|
msgid "Once those two initial appraisals have been completed in the employee's first year, following appraisals are only created once a year (every twelve months)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/schedule_appraisals.rst:40
|
|
msgid "To modify this schedule, change the number of months in the blank fields under the :guilabel:`Appraisals Plans` section."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/schedule_appraisals.rst:44
|
|
msgid "Changing the :guilabel:`Appraisals Plans` field updates **every** employee record whose :guilabel:`Next Appraisal Dates` is empty."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/schedule_appraisals.rst:48
|
|
msgid "Appraisals automation"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/schedule_appraisals.rst:50
|
|
msgid "Tick the checkbox next to :guilabel:`Appraisals Automation` to have Odoo automatically schedule *and* confirm appraisals."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/schedule_appraisals.rst:53
|
|
msgid "Appraisals are scheduled according to the :ref:`appraisal plan <appraisals/appraisal-plan>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/schedule_appraisals.rst:58
|
|
msgid "Manually schedule an appraisal"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/schedule_appraisals.rst:60
|
|
msgid "Managers can schedule an appraisal at any time, outside the regular cycle."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/schedule_appraisals.rst:62
|
|
msgid "For example, if an employee is promoted, or transfers to a new role or a new department, an appraisal is scheduled to assess performance in the current role."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/schedule_appraisals.rst:65
|
|
msgid "To create a new appraisal, open the :menuselection:`Appraisals` app, and click the :guilabel:`New` button in the upper-left corner. This opens a blank :guilabel:`Appraisals` form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/schedule_appraisals.rst:68
|
|
msgid "First, using the drop-down menu, select the employee being evaluated, in the first field on the form. Once an employee is selected, the employee's :guilabel:`Manager`, :guilabel:`Job Position`, and :guilabel:`Department` fields are populated according to the information on the employee record."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/schedule_appraisals.rst:72
|
|
msgid "The current date populates the :guilabel:`Appraisal Date` field, which is the date the appraisal is scheduled to be completed. Using the calendar selector, adjust the date, if desired. This field is typically updated when the manager submits their final rating at the end of the appraisal process."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/schedule_appraisals.rst:76
|
|
msgid "If there is an :ref:`appraisal plan <appraisals/appraisal-plan>` configured, the :guilabel:`Next Appraisal Date` field displays :guilabel:`Ongoing`. This indicates that the following appraisal will be scheduled according to the appraisal schedule. Once the appraisal is marked as complete, the :guilabel:`Next Appraisal Date` is updated with the date of the next appraisal."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/schedule_appraisals.rst:81
|
|
msgid "Last, select the desired :guilabel:`Appraisal Template`. The :guilabel:`Default Template` populates this field, by default, and is created when the **Appraisals** app is installed. Using the drop-down menu, select a different template, if desired."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/schedule_appraisals.rst:85
|
|
msgid "Once the information in the top-half of the :guilabel:`Appraisals` form is complete, click the :guilabel:`Confirm` button in the upper-left corner, and the appraisal is scheduled, and the employee is notified."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/schedule_appraisals.rst:89
|
|
msgid "Once the appraisal is confirmed, both the employee and manager can start to fill out the appraisal."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/schedule_appraisals.rst:-1
|
|
msgid "A new appraisal form with the top half filled out."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/skills_evolution.rst:3
|
|
msgid "Skills evolution"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/skills_evolution.rst:5
|
|
msgid "In Odoo's **Appraisals** app, it is possible to view employee's skills as they progress over time in the :ref:`Skills Evolution <appraisals/identify-skills-evolution>` report, also known as the *Appraisal Skills Report*."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/skills_evolution.rst:9
|
|
msgid "Managers can use this to see who is achieving their various skill goals set on their appraisals, who is meeting their skill deadlines, who has the highest performance in terms of skill development, and more."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/skills_evolution.rst:13
|
|
msgid "The *Skills Evolution* report also provides the ability to :ref:`search for employees with specific skills <appraisals/identify-skills>` at certain levels, which can be helpful for scenarios where specific skills are required."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/skills_evolution.rst:20
|
|
msgid "Skills evolution report"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/skills_evolution.rst:22
|
|
msgid "To access this *Skills Evolution* report, navigate to :menuselection:`Appraisals app --> Reporting --> Skills Evolution`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/skills_evolution.rst:25
|
|
msgid "Doing so reveals the :guilabel:`Appraisal Skills Report` page. All skills are grouped by the month they were created, then by employee, and then by skill type."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/skills_evolution.rst:29
|
|
msgid "The :guilabel:`Appraisals Skills Report` only displays skills for employees with at least one completed appraisal. Skills for employees whose appraisals are still draft or pending are not included."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/skills_evolution.rst:33
|
|
msgid "When an employee completes their first appraisal, all their skills appear on the report. Once subsequent appraisals are marked as done, any skill changes from the previous appraisal appear on the report."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/skills_evolution.rst:37
|
|
msgid "Any skill level changes from ongoing appraisals that have **not** been finalized are **not** included in this report."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/skills_evolution.rst:40
|
|
msgid "To view the specific details for an employee's skill types, expand the :guilabel:`Employee`, then expand the individual :guilabel:`Skill Types`. Each skill type displays the following information:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/skills_evolution.rst:43
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|
#: ../../content/applications/hr/attendances.rst:239
|
|
msgid ":guilabel:`Employee`: the name of the employee."
|
|
msgstr ""
|
|
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|
#: ../../content/applications/hr/appraisals/skills_evolution.rst:44
|
|
msgid ":guilabel:`Skill Type`: the category the skill falls under."
|
|
msgstr ""
|
|
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|
#: ../../content/applications/hr/appraisals/skills_evolution.rst:45
|
|
msgid ":guilabel:`Skill`: the specific, individual skill."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/skills_evolution.rst:46
|
|
msgid ":guilabel:`Current Level`: the current level the employee has achieved for the skill."
|
|
msgstr ""
|
|
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|
#: ../../content/applications/hr/appraisals/skills_evolution.rst:47
|
|
msgid ":guilabel:`Previous Progress`: the previous percentage of competency achieved for the skill."
|
|
msgstr ""
|
|
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|
#: ../../content/applications/hr/appraisals/skills_evolution.rst:48
|
|
msgid ":guilabel:`Current Progress`: the current percentage of competency achieved for the skill."
|
|
msgstr ""
|
|
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|
#: ../../content/applications/hr/appraisals/skills_evolution.rst:49
|
|
msgid ":guilabel:`Justification`: any notes entered on the skill, explaining the progress."
|
|
msgstr ""
|
|
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|
#: ../../content/applications/hr/appraisals/skills_evolution.rst:51
|
|
msgid "The color of the skill text indicates any changes from the previous appraisal. Skill levels that have increased since the last appraisal appear in green, as an *Improvement*. Skill levels that have **not** changed appear in black, as *No Change*. Skills that have regressed appear in red, as *Regression*."
|
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msgstr ""
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|
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#: ../../content/applications/hr/appraisals/skills_evolution.rst:56
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|
msgid "This report can be modified to find specific information by adjusting the :ref:`filters <search/filters>` and :ref:`groupings <search/group>` set in the search bar at the top."
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msgstr ""
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#: ../../content/applications/hr/appraisals/skills_evolution.rst:-1
|
|
msgid "A report showing all the skills grouped by employee."
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msgstr ""
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|
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#: ../../content/applications/hr/appraisals/skills_evolution.rst:65
|
|
msgid "Use case: Identify employees with specific skills"
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msgstr ""
|
|
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#: ../../content/applications/hr/appraisals/skills_evolution.rst:67
|
|
msgid "Since the :guilabel:`Appraisal Skills Report` organizes all skills by month, then employee, it can be difficult to find employees with a specific skill at a specific level. To find these employees, a custom filter must be used."
|
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msgstr ""
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|
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#: ../../content/applications/hr/appraisals/skills_evolution.rst:71
|
|
msgid "In this example, the report is modified to show employees with an expert level of Javascript knowledge. To view only those employees, first remove all active filters in the search bar."
|
|
msgstr ""
|
|
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#: ../../content/applications/hr/appraisals/skills_evolution.rst:74
|
|
msgid "Next, click the :icon:`fa-caret-down` :guilabel:`(Toggle Search Panel)` icon in the search bar, then click :guilabel:`Add Custom Filter` beneath the :icon:`fa-filters` :guilabel:`Filters` column to load an :guilabel:`Add Custom Filter` pop-up window."
|
|
msgstr ""
|
|
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#: ../../content/applications/hr/appraisals/skills_evolution.rst:78
|
|
msgid "Using the drop-down menu in the first field, select :guilabel:`Skill`. Then, keep the second field as-is (:guilabel:`is in)`, and select :guilabel:`Javascript` from the third drop-down menu in the third field."
|
|
msgstr ""
|
|
|
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#: ../../content/applications/hr/appraisals/skills_evolution.rst:82
|
|
msgid "Next, click :guilabel:`New Rule`, and another line appears. In this second line, select :guilabel:`Current Level` for the first drop-down field, leave the second field as-is :guilabel:`(is in)`, then select :guilabel:`Expert` for the third drop-down field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/skills_evolution.rst:86
|
|
msgid "After the second rule is added, navigate to the text at the top of the pop-up window that shows :guilabel:`Match any` :icon:`fa-caret-down` :guilabel:`of the following rules`. Click the drop-down menu for :guilabel:`any` and change it to :guilabel:`all`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/skills_evolution.rst:90
|
|
msgid "Finally, click the :guilabel:`Add` button."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/skills_evolution.rst:-1
|
|
#: ../../content/applications/hr/appraisals/skills_evolution.rst:0
|
|
msgid "The Custom Filter pop-up with the parameters set."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/skills_evolution.rst:95
|
|
msgid "Now, only employees that have an :guilabel:`Expert` level for the skill :guilabel:`Javascript` appear. In this example, only :guilabel:`Marc Demo` meets these criteria."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/skills_evolution.rst:-1
|
|
msgid "The employees with expert Javascript skills."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/skills_evolution.rst:102
|
|
msgid "Use case: Assess highest improvement"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/skills_evolution.rst:104
|
|
msgid "Another way to modify the :guilabel:`Appraisal Skills Report` is to identify the employee who has the highest amount of improved skills over a specific period of time."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/skills_evolution.rst:107
|
|
msgid "To view this information, first remove the default filter in the search bar. Next, click the :icon:`fa-caret-down` :guilabel:`(Toggle Search Panel)` icon in the search bar, then click :guilabel:`Improvement` beneath the :icon:`fa-filter` :guilabel:`Filters` column. Enabling this filter only presents skills that have improved."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/skills_evolution.rst:112
|
|
msgid "It is possible to view the skills that have improved over a period of time, such as a specific quarter, or month. With the search bar drop-down menu still expanded, click :guilabel:`Add Custom Filter` at the bottom of the :icon:`fa-filter` :guilabel:`Filters` column, and an :guilabel:`Add Custom Filter` pop-up window appears."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/skills_evolution.rst:117
|
|
msgid "Select :guilabel:`Create Date` for the first drop-down field, then select :guilabel:`is between` for the second drop-down field. Once :guilabel:`is between` is selected, a second field appears after the last field. Using the calendar selector, select the date range to apply the filter to. Once all the fields are properly formatted, click :guilabel:`Add`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/skills_evolution.rst:122
|
|
msgid "The custom filter presents all skills that have been improved, organized by employee, in a default list view."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/skills_evolution.rst:126
|
|
msgid "To determine the employee with the most amount of improved skills for the second quarter, remove the default filter in the search bar of the :guilabel:`Appraisal Skills Report`. Next, activate the :guilabel:`Improvement` filter, then click :guilabel:`Add Custom Filter` at the bottom of the :icon:`fa-filter` :guilabel:`Filters` column."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/skills_evolution.rst:131
|
|
msgid "In the resulting :guilabel:`Add Custom Filter` pop-up window, select :guilabel:`Create Date` for the first drop-down field, then select :guilabel:`is between` for the second drop-down field. Two date fields appear after :guilabel:`is between` is selected."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/skills_evolution.rst:135
|
|
msgid "Using the calendar selector, set the first date to :guilabel:`04/01/2025` and the second date to :guilabel:`06/30/2025`, then click :guilabel:`Add`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/skills_evolution.rst:141
|
|
msgid "To view the number of employees and skills in further detail, click the :icon:`oi-view-pivot` :guilabel:`(Pivot)` icon in the top-right corner to view the data in a pivot table. This presents a pivot table with the employees populating the rows, and the only visible column represents the total number of improved skills."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/skills_evolution.rst:146
|
|
msgid "To expand the columns to view which skill types had the most overall improvement, click :icon:`fa-plus-square` :guilabel:`Total` above the :guilabel:`Count` column, then click :guilabel:`Add Custom Group` :icon:`fa-caret-down`, then click :guilabel:`Skill` from the resulting drop-down menu. This expands all the improved skills, organized by individual skill."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/skills_evolution.rst:152
|
|
msgid "In this example, :guilabel:`Audrey Peterson` improved the most in the third quarter, with five improved skills."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/appraisals/skills_evolution.rst:0
|
|
msgid "The pivot table showing the skill improvements for the third quarter."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:5
|
|
msgid "Attendances"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:7
|
|
msgid "Odoo's **Attendances** application functions as a time clock. Employees are able to check in and out of work using a :ref:`dedicated device in kiosk mode <attendances/kiosk-mode-entry>`, while users are also able to check in and out of work :ref:`directly from the database <attendances/check-in>`. Managers can see who is available at any given time, create reports to see everyone's hours, and gain insights on which employees are working overtime, or checking out of work earlier than expected."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:17
|
|
msgid "Access rights"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:19
|
|
msgid "Understanding access rights is essential to navigating the **Attendances** application."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:21
|
|
msgid "Every user in the database is able to check in and out directly from the database, without needing access to the **Attendances** app. Additionally, all users can access their own attendance records from their employee form in the **Employees** app."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:25
|
|
msgid "Access to both the **Attendances** application, and the various features within the application is determined by access rights."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:28
|
|
msgid "To see what access rights a user has, navigate to the :menuselection:`Settings app --> Users & Companies --> Users`, and click on an individual user. The :guilabel:`Access Rights` tab is visible by default. Scroll down to the :guilabel:`HUMAN RESOURCES` section to view the settings. For the :guilabel:`Attendances` field, the options are either to leave the field blank or select :guilabel:`Administrator`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:34
|
|
msgid "If the :guilabel:`Administrator` option is selected, the user has full access to the entire **Attendances** application, with no restrictions. They can view all employee attendance records, enter *Kiosk Mode* from the application, access all reporting metrics, and make modifications to the settings. If left blank, the user does **not** have access to the **Attendances** application."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:40
|
|
msgid "If a user does **not** have :guilabel:`Administrator` rights for the **Attendances** app, they are **not** able to open the app, even though it appears on the main database dashboard. An :guilabel:`Access Error` pop-up message appears, stating:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:44
|
|
msgid "`You do not have enough rights to access the fields \"attendance_manager_id\" on Employee (hr.employee). Please contact your system administrator.`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:47
|
|
msgid "Users who cannot access the **Attendances** app can still :doc:`check in and check out <../hr/attendances/check_in_check_out>` of work within the database, using the :icon:`fa-circle` :guilabel:`(red circle)` or :icon:`fa-circle` :guilabel:`(green circle)` that are always available at the top of the database."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:55
|
|
msgid "Approvers"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:57
|
|
msgid "An approver is a user assigned to review and manage an employee's attendance records. An approver is typically a manager, though that is not required. Approvers without administrative rights can access and modify attendance records **only** for the employees they are assigned to. This is the only exception where non-admin users can view records in the **Attendances** app."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:62
|
|
msgid "To view who the attendances approver for an employee is, navigate to the :menuselection:`Employees application` and click on the specific employee. Click on the :guilabel:`Work Information` tab, scroll to the :guilabel:`APPROVERS` section, and check the :guilabel:`Attendance` field. The person selected is able to view that employees' attendance records, both on the **Attendances** application dashboard as well as in the attendance reports, and make modifications to their records."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:69
|
|
#: ../../content/applications/hr/attendances/kiosks.rst:22
|
|
#: ../../content/applications/hr/frontdesk.rst:15
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:840
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:956
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:10
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/employment_hero.rst:16
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/jordan.rst:11
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:12
|
|
#: ../../content/applications/hr/time_off.rst:33
|
|
msgid "Configuration"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:71
|
|
msgid "Few configurations are needed in the **Attendances** app. Determining how employees check in and out, defining how the kiosks function, and determining how extra hours are computed are all set in the Configuration menu. Navigate to the :menuselection:`Attendances application --> Configuration` to access the configuration menu."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:77
|
|
msgid "Any configuration item with an :icon:`fa-building-o` :guilabel:`(building)` icon is a company-specific configuration. Items without an :icon:`fa-building-o` :guilabel:`(building)` icon apply to all companies within the database."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:84
|
|
msgid "Modes"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:86
|
|
msgid ":guilabel:`Attendances from Backend` :icon:`fa-building-o`: activate this feature to allow users to check in and out directly from the Odoo database. If this is not activated, users must use a kiosk to check in and out of work."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:89
|
|
msgid ":guilabel:`Automatic Check-Out` :icon:`fa-building-o`: activate this feature to automatically check out employees according to their working schedule, after a buffer of time has passed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:91
|
|
msgid ":guilabel:`Tolerance`: this field appears only when the :guilabel:`Automatic Check-Out` :icon:`fa-building-o` feature is enabled. Enter the amount of time, in hours, that must elapse after an employee's working hours have ended, before they are automatically checked out."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:96
|
|
msgid "With the :guilabel:`Automatic Check-Out` option enabled, and the :guilabel:`Tolerance` set to `2.00` hours, an employee checks in to work at 9:00 AM, and forgets to check-out at 5:00 PM. At 7:00 PM, they are automaticlaly checked out."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:100
|
|
msgid ":guilabel:`Absence Management` :icon:`fa-building-o`: activate this feature to log any absences that are not associated with a time off request, such as vacation time or sick time, on the attendances report."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:105
|
|
msgid "Extra Hours"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:107
|
|
msgid "This section specifies how extra time (sometimes referred to as *overtime*) is calculated, including when extra time is counted and what time is not logged."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:110
|
|
msgid ":guilabel:`Tolerance Time In Favor Of Company`: enter the amount of time, in minutes, that is **not** counted towards an employee's overtime. When an employee checks out, and the extra time logged is below the specified minutes, the extra time is **not** counted as overtime for the employee."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:114
|
|
msgid ":guilabel:`Tolerance Time In Favor Of Employee`: enter the amount of time, in minutes, that an employee is given, that does **not** adversely affect their attendance if they log less time than their working hours. When an employee checks out, and the total time logged for the day is less than their specified working hours and less than this specified grace period, they are **not** penalized for their reduced hours."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:121
|
|
msgid "A company sets both of the :guilabel:`Tolerance` fields to `15` minutes, and the working hours for the entire company are set from 9:00 AM to 5:00 PM."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:124
|
|
msgid "If an employee checks in at 9:00 AM, and checks out at 5:14 PM, the extra 14 minutes are **not** counted towards their overtime."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:127
|
|
msgid "If an employee checks in at 9:05 AM, and checks out at 4:55 PM, even though they logged a total of 10 minutes less than their full working hours, they are **not** penalized for this discrepancy."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:131
|
|
msgid ":guilabel:`Extra Hours Validation` :icon:`fa-building-o`: tick either the radio button next to :guilabel:`Automatically Approved` to have all extra time automatically approved, or :guilabel:`Approved by Manager` if all extra time should be reviewed and approved by a manager."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:135
|
|
msgid ":guilabel:`Display Extra Hours`: activate this box to display the extra hours logged by an employee when they check out with a kiosk, or when a user checks out in the database."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:139
|
|
msgid "Approved extra hours can be :ref:`deducted from an approved time off request <time_off/deduct-extra-hours>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:143
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:11
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:231
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:428
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:862
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1365
|
|
#: ../../content/applications/hr/time_off.rst:528
|
|
msgid "Overview"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:145
|
|
msgid "When entering the **Attendances** application, the :guilabel:`Overview` dashboard is presented, containing all the user's check in and check out information. If the user has the required :ref:`access rights <attendances/access-rights>` or is an :ref:`approver <attendances/approvers>` for specific employees, those employeess' check-in and check-out information also appears on the :guilabel:`Overview` dashboard."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:151
|
|
msgid "The **Attendance** dashboard allows switching between :icon:`fa-tasks` :guilabel:`(Gantt)` and :icon:`oi-view-list` :guilabel:`(List)` views, and selecting a period to analyze. The current period is automatically highlighted in yellow for real-time attendance records, while the :icon:`fa-crosshairs` :guilabel:`(Focus Today)` button instantly returns the dashboard to the present date."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:-1
|
|
msgid "The overview dashboard presenting the information for the week, with the current day\n"
|
|
"highlighted."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:162
|
|
msgid "Any entries that have errors appear in red, indicating they need to be resolved by a user with the proper :ref:`access rights <attendances/access-rights>` and/or are :ref:`approvers <attendances/approvers>` for the employees with the errors."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:169
|
|
msgid "Filters and groups"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:171
|
|
msgid "Sometimes, attendance officers and managers need to view specific records, such as all automatic checkouts to determine which employees chronically forget to check-out, or by department, to determine which team is working the most overtime."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:175
|
|
msgid "For these cases, use the search bar to select a :icon:`fa-filter` :guilabel:`Filters` or :icon:`oi-group` :guilabel:`Group By`, or combine these both to present the desired information."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:179
|
|
msgid ":doc:`../essentials/search`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:182
|
|
msgid "High-value filters"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:189
|
|
msgid "Filter"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:190
|
|
msgid "Common use case"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:191
|
|
msgid "At Work"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:192
|
|
msgid "Verify employees still on-site before shutting down the building for the night, or to perform a head count."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:194
|
|
#: ../../content/applications/hr/lunch/orders.rst:86
|
|
msgid "Errors"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:195
|
|
msgid "View all errors to correct them prior to payroll processing."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:196
|
|
msgid "Automatically Checked-Out"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:197
|
|
msgid "Perform an audit to determine employees who chronically forget to check-out of work."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:198
|
|
msgid "Date"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:199
|
|
msgid "Limit results to a specific pay-period or audit window."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:200
|
|
msgid "Active/Archived Employees"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:201
|
|
msgid "Switch between current staff and former employees when auditing historical data."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:204
|
|
msgid "Insightful groupings"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:211
|
|
msgid "Group by"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:212
|
|
msgid "When it helps"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:213
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:977
|
|
msgid "Employee"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:214
|
|
msgid "Review individual attendance records during a 1:1 meeting."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:215
|
|
msgid "Department"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:216
|
|
msgid "Compare staffing levels and working hours to determine over-working and under-working teams."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:217
|
|
msgid "Manager"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:218
|
|
msgid "Determine where attendance follow-up questions can be directed to for an employee."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:219
|
|
msgid "Method"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:220
|
|
msgid "Spot trends in attendance methods to potentially resolve hardware issues."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:221
|
|
msgid "Date (Day/Week/Month)"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:222
|
|
msgid "Identify absenteeism spikes or seasonal patterns."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:227
|
|
msgid "Attendance log details"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:229
|
|
msgid "Odoo records both the time and location for every check-in and check-out, with fields varying by the method used. These detailed attendance logs can confirm where an employee was on any given work day. This can be useful for companies with hybrid working schedules, who may need to perform audits to ensure proper compliance."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:234
|
|
msgid "The detailed attendance log contains the following information:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:237
|
|
msgid "Main details"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:240
|
|
msgid ":guilabel:`Check In`: the date and time the employee checked in."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:241
|
|
msgid ":guilabel:`Check Out`: the date and time the employee checked out. This **only** appears if the employee has checked out."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:243
|
|
msgid ":guilabel:`Worked Time`: the total amount of time the employee logged for the day, across multiple check-ins and outs. In an hour and minute format (HH:MM)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:245
|
|
msgid ":guilabel:`Worked Extra Hours`: unpaid overtime hours worked beyond the expected working schedule (shows **only** when present for the employee)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:247
|
|
msgid ":guilabel:`Extra Hours`: approved overtime (the :guilabel:`Worked Time` minus the approved :guilabel:`Worked Extra Hours`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:251
|
|
msgid "Check in/check out details"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:253
|
|
msgid "The following information appears for both the :guilabel:`Check In` and :guilabel:`Check Out` sections."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:256
|
|
msgid ":guilabel:`Mode`: attendance submission method. Can be :ref:`Systray <attendances/check-in>`, :ref:`Kiosk <attendances/kiosk-mode-entry>`, or :guilabel:`Manual` entry."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:258
|
|
msgid ":guilabel:`IP Address`: the device's IP address used to log in or out."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:259
|
|
msgid ":guilabel:`Browser`: the web browser the employee used to log in or out."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:260
|
|
msgid ":guilabel:`Localisation`: the city and country associated with the computer's IP address."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:261
|
|
msgid ":guilabel:`GPS Coordinates`: the specific coordinates when the user logged in or out. To view the specific coordinates on a map, click the :icon:`oi-arrow-right` :guilabel:`View on Maps` button beneath the :guilabel:`GPS Coordinates`. This opens a map in a new browser tab, with the specific location pointed out."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:-1
|
|
msgid "The detailed information for an attendance entry."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:270
|
|
msgid "Attendance errors"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:272
|
|
msgid "Entries that contain an error appear on the overview dashboard in red. In the :icon:`fa-tasks` :guilabel:`(Gantt)` view, the entry appears with a red background. If in the :icon:`oi-view-list` :guilabel:`(List)` view, the entry text appears in red."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:276
|
|
msgid "An error occurs when an employee has checked in but not checked out within 24 hours, or when a single check-in period exceeds 16 hours."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:279
|
|
msgid "To fix the error, the attendance entry must be modified or deleted. Click on the entry to reveal a pop-up containing the details for that particular entry. To modify the :guilabel:`Check In` and/or :guilabel:`Check Out` information, click on the :guilabel:`Check In` or :guilabel:`Check Out` field and a calendar selector appears. Click on the desired date, then use the time selector beneath the calendar to select the specific time for the entry. When the information is correct, click :guilabel:`Apply.`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:286
|
|
msgid "When all the information on the pop-up is correct, click :guilabel:`Save & Close`. When the entry no longer has an error, the entry appears in gray instead of red."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:289
|
|
msgid "To delete an entry, click the red :guilabel:`Delete` button on the pop-up window instead of making modifications to the entry."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:293
|
|
msgid ":doc:`attendances/check_in_check_out`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:294
|
|
msgid ":doc:`attendances/kiosks`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:295
|
|
msgid ":doc:`attendances/management`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:296
|
|
msgid ":doc:`attendances/hardware`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances.rst:297
|
|
msgid ":doc:`attendances/attendance_reporting`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/attendance_reporting.rst:3
|
|
msgid "Attendance reporting"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/attendance_reporting.rst:5
|
|
msgid "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>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/attendance_reporting.rst:11
|
|
msgid "View report"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/attendance_reporting.rst:13
|
|
msgid "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."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/attendance_reporting.rst:18
|
|
msgid "The columns presented are:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/attendance_reporting.rst:20
|
|
msgid ":guilabel:`Worked Hours`: The total logged time the employee worked for the month."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/attendance_reporting.rst:21
|
|
msgid ":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."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/attendance_reporting.rst:24
|
|
msgid ":guilabel:`Difference`: The difference from the :guilabel:`Expected Hours` and the :guilabel:`Worked Hours` for the employee that month."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/attendance_reporting.rst:26
|
|
msgid ":guilabel:`Balance`: The difference between the *approved* overtime, and the *total* overtime worked."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/attendance_reporting.rst:29
|
|
msgid "To present different information, adjust the :ref:`filters and groups <attendances/filters-groups>` in the same way as in the :guilabel:`Overview` dashboard."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/attendance_reporting.rst:-1
|
|
msgid "The default report view, with all the optional view buttons highlighted."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/attendance_reporting.rst:38
|
|
msgid "Use case: monthly overtime"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/attendance_reporting.rst:40
|
|
msgid "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."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/attendance_reporting.rst:45
|
|
msgid "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."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/attendance_reporting.rst:50
|
|
msgid "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."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/attendance_reporting.rst:55
|
|
msgid "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."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/attendance_reporting.rst:60
|
|
msgid "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."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/attendance_reporting.rst:0
|
|
msgid "The attendances report, showing only overtime for the month of April."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/attendance_reporting.rst:70
|
|
msgid "Use case: absenteeism"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/attendance_reporting.rst:72
|
|
msgid "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."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/attendance_reporting.rst:76
|
|
msgid "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."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/attendance_reporting.rst:80
|
|
msgid "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."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/attendance_reporting.rst:85
|
|
msgid "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."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/attendance_reporting.rst:89
|
|
msgid "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."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/attendance_reporting.rst:92
|
|
msgid "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."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/attendance_reporting.rst:0
|
|
msgid "The attendance report showing the highest absences for the last two months."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/check_in_check_out.rst:3
|
|
msgid "Check in and out"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/check_in_check_out.rst:5
|
|
msgid "Odoo's **Attendances** application allows users, who are logged into the database, to check in and out without needing to go into the **Attendances** application, or use a kiosk. For smaller companies, where every employee is also a user, this feature may be useful."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/check_in_check_out.rst:9
|
|
msgid "A user can check in and/or out on the main database Odoo dashboard, or while inside any application. To do so, in the upper-right corner of the top main header menu, which is always visible regardless of what application the user is in, a :icon:`fa-circle` :guilabel:`(red circle)` or :icon:`fa-circle` :guilabel:`(green circle)` is visible. Click on the colored circle to reveal the attendance widget, enabling the user to check in or out."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/check_in_check_out.rst:18
|
|
msgid "Check in"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/check_in_check_out.rst:20
|
|
msgid "If the attendance widget circle is red, this indicates the user is not currently checked in. Click the :icon:`fa-circle` :guilabel:`(red circle)`, and the attendance widget appears, displaying a green :guilabel:`Check in` :icon:`fa-sign-in` button."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/check_in_check_out.rst:-1
|
|
msgid "Top right main menu with check in button highlighted."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/check_in_check_out.rst:27
|
|
msgid "When the user checks in from the database, the **Attendances** app logs the location details for the user, including the IP Address and GPS coordinates."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/check_in_check_out.rst:31
|
|
msgid "For the **Attendances** app to log the location details, the user must allow their computer to access their location information."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/check_in_check_out.rst:34
|
|
msgid "If the user has not already checked in and out during the current work day, this button is the only visible item in the widget. If the user has previously checked in and out, a :guilabel:`Total today` field appears above the button, and the total amount of time that has been logged for the day appears in that field, in an :guilabel:`HH:MM` (hours:minutes) format."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/check_in_check_out.rst:39
|
|
msgid "Click the :guilabel:`Check in` :icon:`fa-sign-in` button to check in. The :icon:`fa-circle` :guilabel:`(red circle)` in the top menu changes to green, and the widget changes appearance, as well. The widget updates to reflect that the user has checked in, by changing the green :guilabel:`Check in` :icon:`fa-sign-in` button to a yellow :guilabel:`Check out` :icon:`fa-sign-out` button."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/check_in_check_out.rst:45
|
|
msgid "Click anywhere on the screen to close the attendance widget."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/check_in_check_out.rst:48
|
|
#: ../../content/applications/hr/frontdesk/visitors.rst:175
|
|
msgid "Check out"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/check_in_check_out.rst:50
|
|
msgid "If the user is checking out for the first time, :guilabel:`Since HH:MM (AM/PM)` appears at the top of the widget, with the time the user checked in populating the time field. Beneath that line, the hours and minutes that have elapsed since checking in are displayed in a :guilabel:`HH:MM` format. As time passes, this value is updated to reflect the hours and minutes that have passed since the user checked in."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/check_in_check_out.rst:56
|
|
msgid "If the user has previously checked in and out, additional fields are presented. A :guilabel:`Before HH:MM (AM/PM)` field appears, in addition to the :guilabel:`Since HH:MM (AM/PM)` field. The times displayed in both of these fields match, and are populated with the most recent check in time. Beneath the :guilabel:`Before HH:MM (AM/PM)` field, the previously logged time is displayed, in an :guilabel:`HH:MM` (hours:minutes) format."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/check_in_check_out.rst:62
|
|
msgid "In addition, beneath both of these fields, a :guilabel:`Total today` field appears. This field is the sum of both the :guilabel:`Before HH:MM (AM/PM)` and :guilabel:`Since HH:MM (AM/PM)` fields, and is the total time that is logged for the user, if they were to log out at that moment."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/check_in_check_out.rst:66
|
|
msgid "As time passes, both the :guilabel:`Since HH:MM (AM/PM)` and :guilabel:`Total today` fields are updated live. To check out, click the yellow :guilabel:`Check out` :icon:`fa-sign-out` button. The attendance widget updates again, displaying the :guilabel:`Total today` field with the logged time, while the yellow :guilabel:`Check out` :icon:`fa-sign-out` button changes to a green :guilabel:`Check in` :icon:`fa-sign-in` button."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/check_in_check_out.rst:72
|
|
msgid "When the user checks out from the database, the **Attendances** app logs the location details for the user. This information is logged **only** if the user grants permission."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/check_in_check_out.rst:-1
|
|
msgid "The pop-up that appears when an employee checks in inside the database."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/check_in_check_out.rst:79
|
|
msgid "The number of times a user can check in and check out is unlimited. Users can check in and out without any time elapsing (a value of 00:00). Each time an employee logs in and out, the information is stored and appears on the main **Attendances** dashboard, including check-ins and check-outs with no time value."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/hardware.rst:3
|
|
msgid "Hardware"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/hardware.rst:5
|
|
msgid "Employees who are **not** database users, and therefore, do **not** have access to the **Attendances** app, must sign in and out of work using a kiosk. The following are the physical requirements for setting up a kiosk."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/hardware.rst:10
|
|
msgid "Kiosk devices"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/hardware.rst:12
|
|
msgid "A kiosk is a self-service station, where employees can :ref:`check in and out of work <attendances/kiosk-mode-entry>` with either a :ref:`badge <attendances/hardware/badges>` or an :ref:`RFID key fob <attendances/hardware/rfid>`. Typically, these devices are dedicated as kiosks only, but any device with an internet browser is able to be set up as a kiosk."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/hardware.rst:17
|
|
msgid "A kiosk is used by navigating to the webpage specified in the :ref:`configuration <attendances/kiosk-settings>` section of the **Attendances** app."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/hardware.rst:20
|
|
msgid "Kiosks are set up using one of the following types of devices:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/hardware.rst:22
|
|
msgid "Laptop or Desktop computer"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/hardware.rst:23
|
|
msgid "Tablet"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/hardware.rst:24
|
|
msgid "Mobile phone (Android or iOS)"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/hardware.rst:27
|
|
msgid "Touchscreens are easy to use, and tablets and mobile phones take up less space. That is why most consider using a smaller device with a touchscreen as a kiosk."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/hardware.rst:30
|
|
msgid "It is recommended to place kiosks on a secure stand, or mount them securely on a wall."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/hardware.rst:35
|
|
#: ../../content/applications/hr/employees/badges.rst:3
|
|
msgid "Badges"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/hardware.rst:37
|
|
msgid "Badges are a way for employees to quickly sign in and out from a kiosk, as badges are scanned by the kiosk's camera to identify the employee."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/hardware.rst:40
|
|
msgid "To generate a badge, first navigate to the :menuselection:`Employees app`. Next, click on the desired employee card to open the employee's form, then click the :guilabel:`Settings` tab."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/hardware.rst:43
|
|
msgid "Under the :guilabel:`ATTENDANCE/POINT OF SALE/MANUFACTURING` section, there is a :guilabel:`Badge ID` field. If this field is blank, click :guilabel:`Generate` at the end of the :guilabel:`Badge ID` line, and the field is automatically populated with a new badge ID number. Then, click :guilabel:`Print Badge` at the end of the badge ID number to create a PDF file of the badge."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/hardware.rst:48
|
|
msgid "If a badge ID number is already present on the employee form, there is no :guilabel:`Generate` button, only a :guilabel:`Print Badge` button."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/hardware.rst:51
|
|
msgid "The employee's badge contains the employee's photo, name, job position, company logo, and a barcode that can be scanned at a kiosk to check in and out."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/hardware.rst:54
|
|
msgid "Badges can be printed for employees using any thermal or inkjet printer."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/hardware.rst:-1
|
|
msgid "A badge for an employee that is created from the Employees app."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/hardware.rst:60
|
|
msgid "Badges are **not** required, as employees can manually identify themselves on the kiosk."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/hardware.rst:63
|
|
msgid "Barcode scanners"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/hardware.rst:65
|
|
msgid "When using badges to check in and out, the barcode **must** be scanned to identify the employee. This can be done with the kiosk's camera, if one is available on the device."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/hardware.rst:68
|
|
msgid "If a camera is **not** available on the kiosk device, an external barcode scanner must be used to scan badges."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/hardware.rst:71
|
|
msgid "Kiosks work with most USB barcode scanners. Bluetooth barcode scanners are also supported for devices without USB ports, or if a wireless connection is desired."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/hardware.rst:74
|
|
msgid "Follow the manufacturer's instructions on the barcode scanner to properly connect the barcode scanner to the kiosk device."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/hardware.rst:78
|
|
msgid "If the barcode scanner is connected directly to a computer, it :doc:`must be configured <../../inventory_and_mrp/barcode/setup/hardware>` to use the computer's keyboard layout."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/hardware.rst:82
|
|
msgid "An IoT box is **not** required to use a barcode scanner."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/hardware.rst:87
|
|
msgid "RFID key fob readers"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/hardware.rst:89
|
|
msgid "Instead of using a :ref:`badge <attendances/hardware/badges>`, employees can scan a personal RFID key fob with an RFID reader to check in and out of work."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/hardware.rst:92
|
|
msgid "It is **required** to purchase *both* RFID key fobs and an RFID reader to use this method to check in and out. Follow the manufacturer's directions to install the RFID reader, and set up the RFID key fob."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/hardware.rst:97
|
|
msgid "An IoT box is **not** required to use RFID key fobs."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/kiosks.rst:3
|
|
msgid "Kiosks"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/kiosks.rst:5
|
|
msgid "Odoo's **Attendances** app allows employees to check in and out of work directly from the database or a kiosk."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/kiosks.rst:8
|
|
msgid "A kiosk is a :doc:`dedicated device <hardware>` (a PC, tablet, or mobile phone) for employees to use when they check in and out."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/kiosks.rst:11
|
|
msgid "Kiosks are needed for employees who do **not** have access to the database."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/kiosks.rst:13
|
|
msgid "Only employees with access to the Odoo database can check in and out from the **Attendances** app, and they are referred to as *users*."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/kiosks.rst:17
|
|
msgid "If employees :ref:`check in and out <attendances/kiosk-mode-entry>` using a badge or an RFID, then an :doc:`accessible device <hardware>` in :ref:`Kiosk Mode <attendances/kiosk-mode>` **must** be available in order to use these two methods."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/kiosks.rst:24
|
|
msgid "To use kiosks in the **Attendances** application, navigate to :menuselection:`Attendances app --> Configuration`. On the :guilabel:`Settings` page, configure the :ref:`Modes section <attendances/kiosk-mode>` and the :ref:`attendances/kiosk-settings`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/kiosks.rst:28
|
|
msgid "Once all desired settings have been configured, click the :guilabel:`Save` button on the :guilabel:`Settings` page, to activate and enable them."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/kiosks.rst:34
|
|
msgid "Modes section"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/kiosks.rst:36
|
|
msgid "Determine how an employee checks in when using a kiosk, either by searching for their name on the kiosk (:guilabel:`Manual Selection`), scanning an employee ID or key fob (:guilabel:`Barcode/RFID`). or both."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/kiosks.rst:40
|
|
msgid "On the settings page, using the drop-down menu for the :guilabel:`Kiosk Mode` :icon:`fa-building-o` field in the :guilabel:`Modes` section, make the desired selection. Options are :guilabel:`Barcode/RFID`, :guilabel:`Barcode/RFID and Manual Selection`, or :guilabel:`Manual Selection`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/kiosks.rst:46
|
|
msgid "The **Barcode** application **does not** need to be installed to use one of the Barcode/RFID settings."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/kiosks.rst:52
|
|
msgid "Kiosk Settings section"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/kiosks.rst:54
|
|
msgid "The various settings in the :guilabel:`Kiosk Settings` section determine how employees check in and out with kiosks."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/kiosks.rst:57
|
|
msgid ":guilabel:`Barcode Source` :icon:`fa-building-o`: this setting **only** appears if one of the two *Barcode/RFID* selections were configured for the :ref:`Kiosk Mode <attendances/kiosk-mode>` setting."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/kiosks.rst:61
|
|
msgid "If available, select how barcodes are scanned at the kiosk, via one of the drop-down menu options. Barcodes can be scanned with a dedicated :guilabel:`Scanner`, or with a device's camera (:guilabel:`Front Camera` or :guilabel:`Back Camera`)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/kiosks.rst:64
|
|
msgid ":guilabel:`Display Time` :icon:`fa-building-o`: determine how many seconds a check-in/check-out confirmation message remains on the kiosk screen before returning to the main check in screen."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/kiosks.rst:66
|
|
msgid ":guilabel:`Employee PIN Identification`: tick this checkbox if employees should use a unique PIN to check in. PINs are configured on each individual employee record. Refer to the :ref:`new employee documentation <employees/hr-settings>` documentation for more information on setting up PINs."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/kiosks.rst:70
|
|
msgid ":guilabel:`Attendance Kiosk Url`: Odoo generates a unique web address (URL) to use a device as a kiosk, without having to sign in to the Odoo database. When setting up a kiosk device, navigate to this unique web address in a web browser to present the **Attendances** app kiosk."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/kiosks.rst:75
|
|
msgid "These kiosk URLs are **not** secured with any type of access code. Anyone who has the URL can access the **Attendances** app kiosk. If the URL is compromised for any reason, such as in the event of a security breach, click :icon:`fa-refresh` :guilabel:`Generate new URL`, located beneath the link, to generate a new URL, and update the kiosk, accordingly."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/kiosks.rst:81
|
|
msgid "Kiosk mode"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/kiosks.rst:83
|
|
msgid "Entering *Kiosk Mode* is **only** available for users with specific :ref:`access rights <attendances/access-rights>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/kiosks.rst:86
|
|
msgid "*Kiosk Mode* can be activated in two different ways:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/kiosks.rst:88
|
|
msgid "Navigate to the :menuselection:`Attendances app`, and click :guilabel:`Kiosk Mode` in the top menu. The device then signs out of Odoo and enters *Kiosk Mode*."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/kiosks.rst:90
|
|
msgid "Navigate to the :menuselection:`Attendances app --> Configuration`. In the :guilabel:`Kiosk Settings` section, use the link in the :guilabel:`Attendance Kiosk Url` field to open *Kiosk Mode* on any device."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/kiosks.rst:-1
|
|
msgid "The Attendances Kiosk URL field in the settings section of the Attendances application."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/kiosks.rst:98
|
|
msgid "As a security measure, once a device is in *Kiosk Mode*, it is not possible to go back into the database without signing back in."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/kiosks.rst:102
|
|
msgid "At any time, a new kiosk URL can be generated, if needed. Click the :icon:`fa-refresh` :guilabel:`Generate a new Kiosk Mode URL`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/kiosks.rst:105
|
|
msgid "To exit *Kiosk Mode*, either close the tab in the web browser or return to the main log-in screen of Odoo."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/kiosks.rst:111
|
|
msgid "Check in and out with a kiosk"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/kiosks.rst:114
|
|
msgid "Badge"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/kiosks.rst:116
|
|
msgid "To check in or out using a badge, tap the :icon:`fa-barcode` :guilabel:`Scan your badge` image in the center of the kiosk."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/kiosks.rst:-1
|
|
msgid "The Attendances Kiosk view displaying the scan badge image."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/kiosks.rst:122
|
|
msgid "Then, scan the barcode on the badge using the method configured in the :ref:`Kiosk Settings <attendances/kiosk-settings>` section of the configuration menu."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/kiosks.rst:125
|
|
msgid "Once the barcode is scanned, the employee is checked in or out, and a :ref:`confirmation message <attendances/confirmation>` appears with all the information."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/kiosks.rst:129
|
|
msgid "RFID"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/kiosks.rst:131
|
|
msgid "To check in or out using an RFID key fob, scan the fob with an RFID reader."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/kiosks.rst:133
|
|
msgid "Once scanned, the employee is either checked in or checked out, and a :ref:`confirmation message <attendances/confirmation>` appears with all the information."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/kiosks.rst:137
|
|
msgid "Manually"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/kiosks.rst:139
|
|
msgid "Users who do not have a scannable badge, or an RFID fob, can manually check in and out at a kiosk."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/kiosks.rst:141
|
|
msgid "Tap the :icon:`fa-user-o` :guilabel:`Identify Manually` button on the kiosk, and a screen appears with all the employees that can be checked in or out. The **Employees** app dashboard has the same display."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/kiosks.rst:145
|
|
msgid "Tap on a person to check them in or out, and a :ref:`confirmation message <attendances/confirmation>` appears."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/kiosks.rst:148
|
|
msgid "To find a specific person, either:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/kiosks.rst:150
|
|
msgid "Search: tap into the search bar and enter the desired person's name. As the name is typed in, the matching results are displayed on the screen."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/kiosks.rst:152
|
|
msgid "By department: tap on any desired selection in the department section, located on the left side of the screen, to **only** view employees from that specific department. The number at the end of each listed department represents how many employees that department has."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/kiosks.rst:157
|
|
msgid "PIN"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/kiosks.rst:159
|
|
msgid "If the :guilabel:`Employee PIN Identification` checkbox was ticked in the :ref:`Kiosk Settings <attendances/kiosk-settings>` section of the configuration menu, the employee is prompted to enter a PIN when manually checking in or out."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/kiosks.rst:163
|
|
msgid "After the employee is selected, a number pad appears with a message. When checking in, :guilabel:`(Employee) Please enter your PIN to check in` appears above the numbers. When checking out, :guilabel:`(Employee) Please enter your PIN to check out` appears above the numbers."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/kiosks.rst:167
|
|
msgid "Tap in the PIN using the number pad, then tap :guilabel:`OK` when done. The employee is then checked in or out, and a :ref:`confirmation message <attendances/confirmation>` appears."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/kiosks.rst:-1
|
|
msgid "The pop-up that appears when prompted to enter a pin."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/kiosks.rst:176
|
|
msgid "Confirmation message"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/kiosks.rst:178
|
|
msgid "When an employee checks in or out, a confirmation message appears, with all the check in or check out information."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/kiosks.rst:181
|
|
msgid "When checking in, the :guilabel:`Welcome (Employee)` message appears, along with the current date and time. If the employee has already checked in and out that day, an :guilabel:`Hours Previously Today: HH:MM` message also appears, showing the total hours logged earlier."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/kiosks.rst:185
|
|
msgid "When checking out, :guilabel:`Goodbye (Employee)` appears, as well as the date and time of check out. Beneath the message is an :guilabel:`Hours Today: HH:MM` field, with the total hours and minutes logged for the day."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/kiosks.rst:189
|
|
msgid "Beneath both the \"welcome\" and \"goodbye\" messages is an :guilabel:`OK` button. To exit the screen before the preset time in the kiosk, tap the :guilabel:`OK` button."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/kiosks.rst:-1
|
|
msgid "The goodbye message with all the employee's check out information."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/management.rst:3
|
|
msgid "Work approvals and overtime"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/management.rst:5
|
|
msgid "Odoo's **Attendances** app requires management oversight in order to ensure all logged attendances are correct, especially overtime hours and incomplete shifts."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/management.rst:11
|
|
msgid "Management dashboard"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/management.rst:13
|
|
msgid "All attendance records that require approval, typically due to overlapping work entries or unapproved time off, are managed from a centralized management dashboard. To access this, navigate to :menuselection:`Attendances app --> Management`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/management.rst:17
|
|
msgid "The :guilabel:`Management` dashboard only displays attendance records for current employees that need to be approved, in a default list view. This is due to the two default filters in the search bar, the :guilabel:`To Approve` and :guilabel:`Active Employees`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/management.rst:21
|
|
msgid "Each attendance record displays the following information:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/management.rst:23
|
|
msgid ":guilabel:`Employee`: the name of the employee"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/management.rst:24
|
|
msgid ":guilabel:`Check In`: the date and time the employee checked in"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/management.rst:25
|
|
msgid ":guilabel:`Check Out`: the date and time the employee checked out"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/management.rst:26
|
|
msgid ":guilabel:`Worked Time`: the number of worked hours the employee logged"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/management.rst:27
|
|
msgid ":guilabel:`Worked Extra Hours`: the amount of overtime worked"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/management.rst:28
|
|
msgid ":guilabel:`Extra Hours`: the total extra hours logged"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/management.rst:29
|
|
msgid ":guilabel:`Overtime Status`: the status of the attendance record. All attendance records that appear on this dashboard have a status of :guilabel:`To Approve`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/management.rst:-1
|
|
msgid "The Attendances app Management dashboard, displaying entries needing approval."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/management.rst:38
|
|
msgid "Approvals and refusals"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/management.rst:40
|
|
msgid "Attendance records can be approved and refused directly from the :ref:`Management dashboard <attendances/dashboard>`. At the far-right of each record, :icon:`fa-check` :guilabel:`Approve` and :icon:`fa-times` :guilabel:`Refuse` buttons appear. Click the corresponding button to either approve or refuse the logged attendance record."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/management.rst:46
|
|
msgid "When approving or refusing attendance records from the :guilabel:`Management` dashboard, it is **not** possible to view the details of the attendance record."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/management.rst:50
|
|
msgid "Partial approvals"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/management.rst:52
|
|
msgid "It is possible to approve a portion of the logged :guilabel:`Extra Hours` and not the full amount. To approve only a portion of overtime, click into an attendance record to view the details."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/management.rst:55
|
|
msgid "Click into the :guilabel:`Extra Hours` field and enter the amount of hours being approved. After editing the :guilabel:`Extra Hours field`, the :guilabel:`Worked Extra Hours` field becomes visible to display the difference between the :guilabel:`Worked Time` and :guilabel:`Extra Hours` fields."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/management.rst:60
|
|
msgid "The :guilabel:`Worked Time` field is the total hours the employee logged (the :guilabel:`Worked Time` and :guilabel:`Extra Hours` combined). For example, if an employee is scheduled to work eight hours, and worked five extra hours, the :guilabel:`Worked Time` is thirteen hours, and the :guilabel:`Extra Hours` is five hours. The :guilabel:`worked Time` field **cannot** be modified."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/management.rst:65
|
|
msgid "Click :icon:`fa-check` :guilabel:`Approve` to approve the updated :guilabel:`Extra Hours`. Once partially approved, the :guilabel:`Worked Extra Hours` field disappears, along with the :icon:`fa-check` :guilabel:`Approve` button. The difference in hours appears in the :guilabel:`Extra Hours` field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/management.rst:70
|
|
msgid "Once overtime hours are partially approved, the status changes to :guilabel:`Approved`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/management.rst:-1
|
|
msgid "A detailed attendance record."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/management.rst:76
|
|
msgid "Once partial overtime is approved, it is still possible to deny overtime by clicking :icon:`fa-times` :guilabel:`Refuse`. The record can be modified as many times as needed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/management.rst:80
|
|
msgid "Occasionally, verifying an employee's location when checking-in may be needed. The method the employee checked-in to work is found on the individual record, in the :guilabel:`Mode` field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/management.rst:83
|
|
msgid "The :guilabel:`Mode` field is not modifiable, as it only log the method the attendance record was created."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/management.rst:86
|
|
msgid "The possible options are:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/management.rst:88
|
|
msgid ":guilabel:`Kiosk`: the employee physically checked in or out using a :doc:`kiosk <kiosks>` device. The employee was present at the kiosk to check-in."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/management.rst:90
|
|
msgid ":guilabel:`Systray`: the employee checked in or out :doc:`directly from the database <check_in_check_out>`. Depending on the :guilabel:`IP Address` displayed on the detailed attendance record, the employee's location at the time of check-in can be determined."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/management.rst:93
|
|
msgid ":guilabel:`Manual`: the record was created manually in the **Attendances** app. This is typically done by management, to add a missing record."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/management.rst:97
|
|
msgid "Create attendance records"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/management.rst:99
|
|
msgid "When necessary, users with the required :ref:`access rights <employees/work-info-tab>` are able to create attendance records manually in the **Attendances** app. Some situations requiring this is when employees forget to check in and out for shifts, as employees cannot retroactively create attendance records."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/management.rst:104
|
|
msgid "To add a missing attendance record, navigate to :menuselection:`Attendances app --> Overview`. Click the :guilabel:`New` button in the upper-left corner. In the :guilabel:`Create` pop-up window, enter the following information on the form:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/management.rst:108
|
|
msgid ":guilabel:`Employee`: select the employee the record is being created for. The signed-in user populates this field, by default."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/management.rst:110
|
|
msgid ":guilabel:`Check In`: using the calendar modal, select the check in date and time, then click :icon:`fa-check` :guilabel:`Apply`. By default, the current date is selected, and the time is set to `00:00:00`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/management.rst:113
|
|
msgid ":guilabel:`Check Out`: using the calendar modal, select the check out date and time, then click :icon:`fa-check` :guilabel:`Apply`. By default, the following date is selected, and the time is set to `00:00:00`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/management.rst:116
|
|
msgid ":guilabel:`Worked Time`: this field is automatically populated with the difference from the selected :guilabel:`Check In` and :guilabel:`Check Out` times. This field **cannot** be modified."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/management.rst:118
|
|
msgid ":guilabel:`Extra Hours`: enter the number of overtime hours, if any, to be approved."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/management.rst:121
|
|
msgid "Once :guilabel:`Extra Hours` are added, they are automatically approved by the system. However, it is possible to manually refuse them, as explained in the :ref:`Approvals and Refusals <attendances/approve-refuse>` section."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/attendances/management.rst:-1
|
|
msgid "An Attendances app record form, filled out for Doris Cole for April 23, 2025."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees.rst:5
|
|
#: ../../content/applications/hr/employees.rst:64
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:35
|
|
msgid "Employees"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees.rst:7
|
|
msgid "Odoo **Employees** centralizes :doc:`personnel files <employees/new_employee>`, employment :doc:`contracts <payroll/contracts>`, and :doc:`departmental hierarchies <employees/departments>` in one system. Properly configuring its settings ensures the dashboard shows each employee's real-time attendance and work location—data that drives payroll accuracy, capacity planning, and compliance reporting."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees.rst:58
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:16
|
|
#: ../../content/applications/hr/lunch.rst:19
|
|
#: ../../content/applications/hr/payroll.rst:15
|
|
#: ../../content/applications/hr/recruitment.rst:31
|
|
msgid "Settings"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees.rst:60
|
|
msgid "To view and configure the available settings, navigate to :menuselection:`Employees app --> Configuration --> Settings`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees.rst:66
|
|
msgid ":guilabel:`Presence Display`: select how the employee's availability status is calculated."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees.rst:68
|
|
msgid ":guilabel:`Based on attendances`: marked available when :ref:`checked into <attendances/check-in>` the **Attendances** app."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees.rst:70
|
|
msgid ":guilabel:`Based on user status in system`: marked available when the :doc:`employee logs in to Odoo <attendances/check_in_check_out>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees.rst:73
|
|
msgid ":guilabel:`Advanced Presence Control`: when enabled, presence status can be calculated from operational signals rather than check-ins or logins:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees.rst:76
|
|
msgid ":guilabel:`Based on number of emails sent`: an employee is marked present if they send at least # emails per hour; otherwise, they are marked absent. Enter the minimum number of emails that must be sent in the :guilabel:`Sent Emails` field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees.rst:79
|
|
msgid ":guilabel:`Based on IP Address`: an employee is marked present only when connected from one of the specified corporate IP addresses. Enter the IP addresses in the :guilabel:`IP Addresses` field, separating each address with a comma."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees.rst:83
|
|
msgid ":guilabel:`Skills Management`: enable this option to display the :ref:`resumé tab <employees/resume>` on employee profiles. This allows for the display of :ref:`work experience <employees/resume>`, :ref:`skills <employees/skills>`, and :doc:`certifications <employees/certifications>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees.rst:86
|
|
msgid ":guilabel:`Remote Work`: enable this option to allow for a detailed schedule to appear on the employee form, in the :ref:`Work Information <employees/work-info-tab>` tab. When enabled, the specific location can be set for each working day for the employee. The corresponding icon is displayed in the upper-right corner of the employee card, indicating their location by icon, and status by color."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees.rst:93
|
|
msgid "A green :icon:`fa-home` :guilabel:`(home)` icon indicates the employee is working from home that day. A :icon:`fa-building` :guilabel:`(building)` icon means the employee is scheduled to work at the office."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees.rst:97
|
|
msgid "The *color* of the icon indicates the employee's status, with green indicating present, yellow indicating absent, and gray indicating it is outside of the employee's working hours."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees.rst:0
|
|
msgid "Two employee Kanban cards displaying their working location and status."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees.rst:104
|
|
msgid "Work organization"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees.rst:106
|
|
msgid "Using the drop-down menu, select the default :guilabel:`Company Working Hours`. The default options are :guilabel:`Standard 40 hours/week`, :guilabel:`Appointment Resource Default Calendar`, and :guilabel:`Standard 32 hours/week (4 work days, friday free)`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees.rst:110
|
|
msgid "The available working hours listed are the same as the configured :ref:`working schedules <payroll/working-times>` in the **Payroll** app. Working hours can be created and modified from both the **Payroll** and **Employees** apps."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees.rst:115
|
|
msgid "Employee update rights"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees.rst:117
|
|
msgid "Enable the :guilabel:`Employee Editing` option to allow employees to edit their own data on their employee record."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/badges.rst:5
|
|
msgid "In Odoo, employees can earn badges, either automatically through :doc:`challenges created in the CRM app <../../sales/crm/optimize/gamification>`, through **eLearning** courses, or manually, as managers decide to award them."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/badges.rst:9
|
|
msgid "Badges are a way to gamify the work day, can be created for any reason, and can be granted to any user."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/badges.rst:13
|
|
msgid "Badges can **only** be awarded to :doc:`users of the database <../../general/users>`, *and* if the **eLearning** app is installed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/badges.rst:17
|
|
msgid "View available badges"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/badges.rst:19
|
|
msgid "To view the available badges that are configured by default, navigate to :menuselection:`Employees app --> Configuration --> Badges`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/badges.rst:22
|
|
msgid "All badges appear in a default Kanban view, with the badge's :guilabel:`Name` and image displayed. Additionally, the number of users awarded the badge for both the current month, and in total, appears, along with the badge description, and the avatar for each user who received the badge."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/badges.rst:26
|
|
msgid "Each badge has a :guilabel:`Grant` button to :ref:`award the badge <employees/grant_badge>` from the :guilabel:`Badges` dashboard."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/badges.rst:-1
|
|
msgid "All the available badges, on the Badges dashboard."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/badges.rst:33
|
|
msgid "Create badges"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/badges.rst:35
|
|
msgid "Badges can be created in the database when the default badges are not sufficient. This can be done from the :guilabel:`Badges` dashboard in the **Employees** app, or from the **CRM** app."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/badges.rst:38
|
|
msgid "To add a badge in the **Employees** app, first navigate to :menuselection:`Employees app --> Configuration --> Badges`, then click the :guilabel:`New` button in the upper-left corner."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/badges.rst:41
|
|
msgid "Fill out the badge form as outlined in the :ref:`CRM documentation <crm/create-rewards>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/badges.rst:44
|
|
msgid ":ref:`CRM Gamification <crm/create-rewards>`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/badges.rst:47
|
|
msgid "View employee badges"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/badges.rst:49
|
|
msgid "To view badges awarded to an employee, open the **Employees** app, and click on an employee record. Click on the :guilabel:`Received Badges` tab to view any awarded badges."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/badges.rst:53
|
|
msgid "If this tab is not visible, it means there is no :guilabel:`Related User` in the :guilabel:`Settings` tab. Once a user is populated in the :guilabel:`Related User` field, the :guilabel:`Badges` tab appears."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/badges.rst:60
|
|
msgid "Grant badges"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/badges.rst:62
|
|
msgid "To grant a badge to an employee, open the employee record, and click into the :guilabel:`Received Badges` tab. Click the :guilabel:`Grant a Badge` button to load a :guilabel:`Reward Employee` pop-up window."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/badges.rst:66
|
|
msgid "Using the drop-down menu, select the badge being awarded in the :guilabel:`What are you thankful for?` field. The default options are :guilabel:`Good Job`, :guilabel:`Problem Solver`, and :guilabel:`Brilliant`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/badges.rst:71
|
|
msgid "Additional options appear (e.g., :guilabel:`Get Started`, :guilabel:`Power user`, :guilabel:`community Hero`) which are associated with challenges. These are automatically granted through completed challenges. While these can be awarded at any time, it is advised to grant badges manually that are *not* associated with a challenge."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/badges.rst:76
|
|
msgid "Next, enter a brief summary of why the badge is being granted in the field displaying :guilabel:`Describe what they did and why it matters (will be public)` field. Last, click the :guilabel:`Reward Employee` button, and the badge is awarded, and is visible in the :guilabel:`Badges` tab."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/badges.rst:82
|
|
msgid "Users cannot grant themselves badges. An error message appears if attempted."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/badges.rst:-1
|
|
msgid "The 'Reward Employee' field populated."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/certifications.rst:3
|
|
msgid "Certifications"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/certifications.rst:5
|
|
msgid "When jobs require specific knowledge, it is necessary to track employee certifications to ensure the necessary knowledge and certifications are in place."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/certifications.rst:8
|
|
msgid "When jobs require specific knowledge, track employee certifications (e.g., classes, tests, seminars) to verify required skills. Odoo accepts any certification type without restriction."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/certifications.rst:12
|
|
msgid "To add certifications to an employee profile, and to access the *Employee Certifications* report, the **Surveys** app **must** be installed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/certifications.rst:16
|
|
msgid "View certifications"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/certifications.rst:18
|
|
msgid "To view a full list of all employee certifications, navigate to :menuselection:`Employees app --> Reporting --> Certifications`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/certifications.rst:21
|
|
msgid "All certifications appear in a list view, grouped by employee. Each certification entry displays the following:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/certifications.rst:24
|
|
msgid ":guilabel:`Employee`: the employee's name, along with their avatar image."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/certifications.rst:25
|
|
msgid ":guilabel:`Name`: the title of the certification."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/certifications.rst:26
|
|
msgid ":guilabel:`Validity Start`: when the employee received the certification."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/certifications.rst:27
|
|
msgid ":guilabel:`Validity End`: when the certification expires."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/certifications.rst:28
|
|
msgid ":guilabel:`Certification`: the corresponding course in the **Surveys** app that was completed by the employee, if applicable."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/certifications.rst:31
|
|
msgid "The entries are also color-coded. Current certifications that are still valid appear in black, expired certifications appear in red, and certifications that are going to expire within the next 90 days appear in orange."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/certifications.rst:-1
|
|
msgid "The list of employee certifications."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/certifications.rst:39
|
|
msgid "**Only** certification records with the *Display Type* set to *Certification* on their :ref:`certification form <employees/certifications-form>` appear on the :guilabel:`Employee Certifications` report. All other certifications appear in the resume section of the :ref:`employee form <employees/resume>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/certifications.rst:45
|
|
msgid "View certifications by expiration status"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/certifications.rst:47
|
|
msgid "When managing a large number of employees with a variety of certifications, it can be difficult to determine which employees need to keep necessary certifications current in the default list view. In this scenario, it is beneficial to view the certifications by expiration status."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/certifications.rst:51
|
|
msgid "To do so, navigate to :menuselection:`Employees app --> Reporting --> Certifications`. Next, click the :icon:`fa-caret-down` :guilabel:`(Toggle Search Panel)` icon in the search bar, then click :guilabel:`Add Custom Group` :icon:`fa-caret-down`, revealing a drop-down menu. Click :guilabel:`Expiration Status`, then click away from the drop-down menu to close it."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/certifications.rst:56
|
|
msgid "After doing so, all the certifications are organized by status, starting with :guilabel:`Expired` certifications, then certifications that are :guilabel:`Expiring` soon (within the next 90 days), and lastly, certifications that are still :guilabel:`Valid`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/certifications.rst:60
|
|
msgid "Filter certifications by expiration status to identify certifications expiring soon, and identify employees who must renew."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/certifications.rst:-1
|
|
msgid "The list of employee certifications, grouped by status."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/certifications.rst:69
|
|
msgid "Log a certification"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/certifications.rst:71
|
|
msgid "To log a certification for an employee, navigate to :menuselection:`Employees app --> Reporting --> Certifications`. Click :guilabel:`New`, and a blank certification form loads. Enter the following information on the form:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/certifications.rst:75
|
|
msgid ":guilabel:`Title`: Enter a short description for the certification in this field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/certifications.rst:76
|
|
msgid ":guilabel:`Employee`: Using the drop-down menu, select the employee who received the certification."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/certifications.rst:78
|
|
msgid ":guilabel:`Type`: Using the drop-down menu, select the type of certification received. This field determines where on the employee's resume the certification appears. To create a new :guilabel:`Type`, enter the type in the field, then click :guilabel:`Create [type]`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/certifications.rst:82
|
|
msgid "The default options are:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/certifications.rst:84
|
|
msgid ":guilabel:`Experience`: Select this option to have the certification appear in the *Experience* section of the *Resume* tab on the :doc:`employee form <new_employee>`. Experience entries are typically previous jobs or internships."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/certifications.rst:87
|
|
msgid ":guilabel:`Education`: Select this option to have the certification appear in the *Education* section of the *Resume* tab on the :doc:`employee form <new_employee>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/certifications.rst:89
|
|
msgid ":guilabel:`Social Media`: Select this option to have the certification appear in the *Social Media* section of the *Resume* tab on the :doc:`employee form <new_employee>`. Social Media entries typically relate to certifications relating to digital marketing, social media management, and specific trainings from social media platforms."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/certifications.rst:93
|
|
msgid ":guilabel:`Internal Certification`: Select this option to have the certification appear in the *Internal Certification* section of the *Resume* tab on the :doc:`employee form <new_employee>`. Internal certifications entries are tied to courses, training, or programs created by the company, that once completed, have a certification associated with it."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/certifications.rst:97
|
|
msgid ":guilabel:`Completed Internal Training`: Select this option to have the certification appear in the *Completed Internal Training* section of the *Resume* tab on the :doc:`employee form <new_employee>`. Completed internal training entries are typically associated with trainings created by the company, for company-specific processes. These do not result in any certifications, but are logged on the employee profile to indicate completed training."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/certifications.rst:103
|
|
msgid ":guilabel:`Display Type`: Select the visibility of the certification in this field. The default options are:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/certifications.rst:106
|
|
msgid ":guilabel:`Classic`: Select this option to have the certification appear in the *Resume* section of the employee form, and **not** appear on the *Employee Certifications* report."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/certifications.rst:108
|
|
msgid ":guilabel:`Certification`: select this option to have the certification appear in the *Resume* section of the employee form, **and** appear on the *Employee Certifications* report. Once this is selected, a :guilabel:`Certification` field appears beneath the :guilabel:`Display Type` field. Using the drop-down menu, select the corresponding **Surveys** app certification the employee took. This field **only** appears if the **Surveys** app is installed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/certifications.rst:113
|
|
msgid ":guilabel:`Course`: Select this option to have the certification appear in the *Resume* section of the employee form, and **not** appear on the *Employee Certifications* report. Once this option is selected, a :guilabel:`Course` field appears beneath the :guilabel:`Display Type` field. Using the drop-down menu, select the corresponding **eLearning** course the employee took. This field **only** appears if the **eLearning** app is installed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/certifications.rst:119
|
|
msgid ":guilabel:`Description`: Enter a description for the certification in this field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/certifications.rst:120
|
|
msgid ":guilabel:`Duration`: Click into the first field, and a calendar pop-over window appears. Click on the start and end dates for the certification validity period. When the correct dates are selected, click :icon:`fa-check` :guilabel:`Apply`, and both fields are populated."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/certifications.rst:-1
|
|
msgid "A certification form filled out for an OSHA certificate for construction."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/certifications.rst:128
|
|
msgid "Once a certification is logged for an employee, a new certification of the *same type* (i.e. :guilabel:`Education` or :guilabel:`Internal Certification`) can be added directly from the employee form, instead of the :guilabel:`Employee Certifications` dashboard."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/certifications.rst:132
|
|
msgid "In the main **Employees** app dashboard, click on an employee profile to open their employee form. In the :guilabel:`RESUME` tab, click the :guilabel:`ADD` button at the end of the corresponding certification line."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/certifications.rst:136
|
|
msgid "This :guilabel:`ADD` button **only** appears on employee profiles that already have a certification."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/departments.rst:3
|
|
msgid "Departments"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/departments.rst:5
|
|
msgid "All employees in the **Employees** app fall under specific departments within a company."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/departments.rst:10
|
|
msgid "Create new departments"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/departments.rst:12
|
|
msgid "To make a new department, navigate to :menuselection:`Employees app --> Departments`, then click the :guilabel:`New` button in the top-left corner to reveal a blank department form. Fill out the following information on the department form:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/departments.rst:16
|
|
msgid ":guilabel:`Department Name`: enter a name for the department."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/departments.rst:17
|
|
msgid ":guilabel:`Manager`: using the drop-down menu, select the department manager."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/departments.rst:18
|
|
msgid ":guilabel:`Parent Department`: if the new department is housed within another department (has a parent department), select the parent department using the drop-down menu."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/departments.rst:20
|
|
msgid ":guilabel:`Company`: using the drop-down menu, select the company the department is part of. This field only appears in a multi-company database."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/departments.rst:22
|
|
msgid ":guilabel:`Color`: select a color for the department. Click the colored box to display all the color options. Click on a color to select it."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/departments.rst:24
|
|
msgid ":guilabel:`Appraisal Templates`: using the drop-down menu, select the appraisal form to be used for all employee appraisals within this department. If a new appraisal is desired, enter the name for the appraisal, then click :guilabel:`Create and edit...` to modify the new appraisal form. This field **only** appears if the **Appraisals** app is installed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/departments.rst:28
|
|
msgid ":guilabel:`Appraisal Survey`: using the drop-down menu, select the default survey to use for the department when requesting feedback from employees within the department. The default options are :guilabel:`Employee Opinion Form`, :guilabel:`360 Feedback`, and :guilabel:`Employee Appraisal Form`. This field **only** appears if the **Appraisals** app is installed, *and* the *360 Feedback* option is enabled in the settings."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/departments.rst:34
|
|
msgid "After the form is completed, click the :icon:`fa-cloud-upload` :guilabel:`(cloud upload)` icon to manually save the changes. When saved, a :guilabel:`DEPARTMENT ORGANIZATION` chart appears in the top-right of the department card, illustrating where the department lies in the organization."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/departments.rst:-1
|
|
msgid "The department for with all fields filled out."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/departments.rst:42
|
|
msgid "The form auto-saves while data is entered, however the :guilabel:`Department Organization` chart does **not** appear until the form is manually saved. If the form is not saved, the :guilabel:`Department Organization` chart is visible upon opening the department card from the :guilabel:`Departments` dashboard."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/departments.rst:48
|
|
msgid ":doc:`../appraisals`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/departments.rst:51
|
|
msgid "Departments dashboard"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/departments.rst:53
|
|
msgid "To view the currently configured departments, navigate to :menuselection:`Employees app --> Departments`. All departments appear in a Kanban view, and are listed in alphabetical order."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/departments.rst:56
|
|
msgid "The default view for the :guilabel:`Departments` dashboard is a :ref:`Kanban view <employees/department-kanban>`. It is possible to view the departments in two other forms: a :ref:`list view <employees/department-list>` and a :ref:`hierarchy view <employees/department-hierarchy>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/departments.rst:-1
|
|
msgid "The departments dashboard view with all the department cards in a Kanban view."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/departments.rst:67
|
|
#: ../../content/applications/hr/fleet/accidents.rst:141
|
|
#: ../../content/applications/hr/recruitment.rst:158
|
|
msgid "Kanban view"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/departments.rst:69
|
|
msgid "Each department has its own Kanban card on the main :guilabel:`Departments` dashboard. Each department card displays the following information, if available:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/departments.rst:72
|
|
msgid ":guilabel:`Name`: the name of the department."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/departments.rst:73
|
|
msgid ":guilabel:`Manager`: the name and image of the department manager."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/departments.rst:74
|
|
msgid ":guilabel:`Company`: the company the department is part of, including the location icon."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/departments.rst:75
|
|
msgid ":guilabel:`Employees`: the number of employees within the department."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/departments.rst:76
|
|
msgid ":guilabel:`Appraisals`: the number of appraisals scheduled for employees in the department."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/departments.rst:77
|
|
msgid ":guilabel:`Time Off Requests`: the number of unapproved time off requests for employees in the department :ref:`awaiting approval <time_off/manage-time-off>` . This **only** appears if there are requests to approve."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/departments.rst:80
|
|
msgid ":guilabel:`Allocation Requests`: the number of unapproved allocation requests for employees in the department :ref:`awaiting approval <time_off/manage-allocations>`. This **only** appears if there are requests to approve."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/departments.rst:83
|
|
msgid ":guilabel:`New Applicants`: the number of :ref:`new applicants <recruitment/new>` for a position within the department. This **only** appears if there are new applicants."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/departments.rst:85
|
|
msgid ":guilabel:`Expense Reports`: the number of employees in the department with :doc:`open expense reports to approve <../../finance/expenses/approve_expenses>`. This **only** appears if there are any expense reports waiting for approval."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/departments.rst:88
|
|
msgid ":guilabel:`Absence`: the number of employees with approved time off for the current day."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/departments.rst:89
|
|
msgid "Color bar: the selected color for the department appears as a vertical bar on the left side of the department card."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/departments.rst:93
|
|
msgid "Click on an alert in a department card, such as :guilabel:`Time Off Requests`, to reveal a list view of the requests to approve for that department"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/departments.rst:99
|
|
msgid "List view"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/departments.rst:101
|
|
msgid "To view the departments in a list view, click the :icon:`fa-align-justify` :guilabel:`(list)` icon in the top-right corner. The departments appear in a list view, which displays the :guilabel:`Department Name`, :guilabel:`Company`, :guilabel:`Manager`, :guilabel:`Employees`, :guilabel:`Parent Department`, and :guilabel:`Color` for each department."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/departments.rst:106
|
|
msgid "The departments are sorted alphabetically by :guilabel:`Department Name`, by default."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/departments.rst:-1
|
|
msgid "The departments presented in a list view."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/departments.rst:114
|
|
msgid "Hierarchy view"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/departments.rst:116
|
|
msgid "To view the departments in a hierarchy view, click the :icon:`fa-share-alt fa-rotate-90` :guilabel:`(Hierarchy)` icon in the top-right corner. The departments appear in an organizational chart format, with the highest-level department at the top (typically `Executive Management`), and all other departments beneath it. All child departments of the first-level child departments are folded."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/departments.rst:122
|
|
msgid "Each department card displays the :guilabel:`Department Name`, the :guilabel:`Manager` (and their profile image), the :guilabel:`Number of Employees` in the department, and the number of any child departments."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/departments.rst:126
|
|
msgid "Click the :guilabel:`Unfold` button on a department card to expand it. Once expanded, the :guilabel:`Unfold` button changes to a :guilabel:`Fold` button. To collapse the department, click the :guilabel:`Fold` button. Only **one** department *per row* can be unfolded at a time."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/departments.rst:130
|
|
msgid "Click anywhere on a department card to open the department form. Click the :guilabel:`(#) Employees` smart button to view a list of all the employees in that department."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/departments.rst:-1
|
|
msgid "The departments presented in a hierarchy view."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/equipment.rst:3
|
|
msgid "Equipment"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/equipment.rst:5
|
|
msgid "Many employees are given various items to use while they work, such as laptops, phones, and printers. Most companies track their equipment, to see who is using what, as well as having a record of important information regarding the equipment, such as serial numbers, warranty information, and maintenance history."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/equipment.rst:11
|
|
msgid "To track employee equipment, the **Maintenance** app *must* be installed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/equipment.rst:16
|
|
msgid "Individual employee equipment"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/equipment.rst:18
|
|
msgid "Employee equipment is tracked on the employee record. To view all equipment currently assigned to an employee, navigate to the :menuselection:`Employees` app, and click on the desired employee record."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/equipment.rst:21
|
|
msgid "At the top of the record, an :icon:`fa-cubes` :guilabel:`Equipment Count` smart button appears, with a number indicating how many, if any, items are currently assigned to that employee."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/equipment.rst:24
|
|
msgid "Click the :icon:`fa-cubes` :guilabel:`Equipment Count` smart button, and all equipment currently assigned to the employee appears in individual Kanban cards."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/equipment.rst:27
|
|
msgid "Each Kanban card displays the equipment's name and model on the first line, followed by the serial number (if available), and lastly, the employee's name. Any current maintenance requests appear at the bottom of the card in a red box."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/equipment.rst:-1
|
|
msgid "A Kanban view of all equipment for an employee."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/equipment.rst:35
|
|
msgid "A serial number is **not** required when logging equipment."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/equipment.rst:38
|
|
msgid "All employee equipment"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/equipment.rst:40
|
|
msgid "To view all equipment for all employees, start on the :ref:`equipment record of an individual employee <employees/equipment>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/equipment.rst:44
|
|
msgid "It does not matter what employee is selected, or whether they have any equipment assigned to them. This step is only used to get to the :guilabel:`Equipment` list."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/equipment.rst:47
|
|
msgid "In the Kanban view of the employee's equipment, clear the default :guilabel:`Assigned Employee` filter in the search bar. This presents *all* equipment in the database, including those assigned to individual employees and whole departments."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/equipment.rst:51
|
|
msgid "Click into the search bar, and select :guilabel:`Employee` in the :icon:`oi-group` :guilabel:`Group By` column. The equipment is now organized in a Kanban view, by employee."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/equipment.rst:54
|
|
msgid "In the Kanban view displaying all employee equipment records, equipment can be reassigned by clicking and dragging an equipment card to the desired employee. This changes ownership of the equipment."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/equipment.rst:-1
|
|
msgid "A Kanban view of all equipment for all employees."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/equipment.rst:62
|
|
msgid "Add equipment to an employee record"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/equipment.rst:64
|
|
msgid "To add equipment to an employee's record, open the :menuselection:`Employees` app, click on the desired employee record, then click the :icon:`fa-cubes` :guilabel:`Equipment Count` smart button at the top."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/equipment.rst:68
|
|
msgid "All equipment currently assigned to the employee appears in individual Kanban cards. To add a new equipment record, click the :guilabel:`New` button in the upper-left corner, and a blank :guilabel:`Equipment` form loads."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/equipment.rst:72
|
|
msgid ":doc:`Fill out the equipment form <../../inventory_and_mrp/maintenance/add_new_equipment>` for the employee's equipment."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/equipment.rst:76
|
|
msgid "Instead of filling out a new :guilabel:`Equipment` form for the same item, a form can be duplicated, then updated."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/equipment.rst:79
|
|
msgid "On the :guilabel:`Equipment` form, click the :icon:`fa-gear` :guilabel:`(Actions)` icon in the upper-left corner, then select :icon:`fa-clone` :guilabel:`Duplicate`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/equipment.rst:82
|
|
msgid "An identical form appears, with *all* the information filled out, except for the :guilabel:`Serial Number`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/equipment.rst:85
|
|
msgid "Enter the :guilabel:`Serial Number` on the form, and make any other necessary changes, such as the assigned :guilabel:`Employee`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/equipment.rst:0
|
|
msgid "A duplicate equipment form with all the information filled out except the serial number."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:3
|
|
msgid "New employees"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:5
|
|
msgid "When a new employee is hired, the first step is to create a new employee record. This record is a centralized place where all important information about the employee is stored, including :ref:`general information <employees/general-info>`, :ref:`job history and skills <employees/resume>`, :ref:`various work information <employees/work-info-tab>`, :ref:`personal details <employees/private-info>`, :ref:`payroll-related information <employees/payroll>`, and various :ref:`settings <employees/hr-settings>` that affect integrations with other apps in the database."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:13
|
|
msgid "To begin, open the :menuselection:`Employees` app, then click the :guilabel:`New` button in the upper-left corner. Doing so reveals a blank employee form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:16
|
|
msgid "Proceed to fill out the required information, along with any additional details."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:-1
|
|
msgid "Create a new employee form with all fields filled out."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:22
|
|
msgid "The current company phone number and name are populated in the :guilabel:`Work Phone` and :guilabel:`Company` fields. If the **Appraisals** application is installed, the :guilabel:`Next Appraisal Date` field is populated with a date six months from the current date."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:29
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:18
|
|
msgid "General information"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:31
|
|
msgid "Fill out the following employee details."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:34
|
|
msgid "The employee form automatically saves as data is entered. However, the form can be saved manually at any time by clicking the :icon:`fa-cloud-upload` :guilabel:`(Save manually)` icon."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:37
|
|
msgid ":guilabel:`Employee's Name`: enter the employee's name. This field is required."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:38
|
|
msgid ":guilabel:`Job Position`: this field appears below the employee name and can be filled in manually. Alternatively, select a position from the drop-down menu in the :guilabel:`Job Position` field beneath the :guilabel:`Department` field to auto-populate the top field. The two fields do not need to match."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:44
|
|
msgid "While it is recommended to have the job positions match, the typed-in description in this top field can contain more specific information than the selected drop-down :guilabel:`Job Position`, if desired."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:48
|
|
msgid "For instance, if someone is hired for a sales representative position configured as :guilabel:`Sales Representative` in the **Recruitment** app, that can be selected in the drop-down :guilabel:`Job Position` field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:52
|
|
msgid "In the typed-in :guilabel:`Job Position` field beneath the :guilabel:`Employee's Name`, the position can be more specific, such as `Sales Representative - Subscriptions` if the employee is focused solely on subscription sales."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:0
|
|
msgid "Both job position fields entered but with different information."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:59
|
|
msgid ":guilabel:`Photo`: in the top-right image box of the employee form, click on the :icon:`fa-pencil` :guilabel:`(Edit)` icon, then select a photo to upload."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:61
|
|
msgid "*Work Contact Information*: enter the employee's :guilabel:`Work Email`, :guilabel:`Work Phone`, and :guilabel:`Work Mobile`, information, if not already auto-populated."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:63
|
|
msgid ":guilabel:`Tags`: select a tag from the drop-down menu to add relevant tags to the employee. Any tag can be created in this field by typing it in. Once created, the new tag is available for all employee records. There is no limit to the amount of tags that can be added on an employee form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:66
|
|
msgid ":guilabel:`Company`: from the drop-down menu in this field, select the company the new employee was hired by, or create a new company by typing the name in the field, and clicking :guilabel:`Create` or :guilabel:`Create and edit...` from the mini drop-down menu that appears. This field is required."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:70
|
|
msgid ":guilabel:`Department`: select the employee's department from the drop-down menu."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:71
|
|
msgid ":guilabel:`Job Position`: select the employee's job position from the drop-down menu. If using the **Recruitment** app, this list reflects configured job positions. Once a selection is made, the :guilabel:`Job Position` field beneath the :guilabel:`Employee's Name` field automatically updates to reflect the currently selected job position, but is still editable."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:75
|
|
msgid ":guilabel:`Manager`: select the employee's manager from the drop-down menu."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:76
|
|
msgid ":guilabel:`Coach`: select the employee's coach from the drop-down menu."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:77
|
|
msgid ":guilabel:`Next Appraisal Date`: this field is **only** visible if the **Appraisals** application is installed. The date automatically populates with a date that is computed according to the settings configured in the **Appraisals** application. This date can be modified using the calendar selector."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:83
|
|
msgid "After a :guilabel:`Department` is selected, the department's configured manager and coach automatically populates the respective :guilabel:`Manager` and :guilabel:`Coach` fields."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:87
|
|
msgid "To make edits to the selected :guilabel:`Department`, :guilabel:`Manager`, :guilabel:`Coach`, or :guilabel:`Company`, click the :icon:`oi-arrow-right` :guilabel:`(Internal link)` arrow next to the respective selection. The :icon:`oi-arrow-right` :guilabel:`(Internal link)` arrow opens the selected form, allowing for modifications. Click :guilabel:`Save` after any edits are made."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:95
|
|
msgid "Resumé tab"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:98
|
|
#: ../../content/applications/hr/payroll.rst:808
|
|
#: ../../content/applications/hr/recruitment/recruitment-flow.rst:35
|
|
msgid "Resumé"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:100
|
|
msgid "Enter the employee's work history in the :guilabel:`Resumé` tab. Each resumé line must be entered individually. When creating an entry for the first time, click :guilabel:`Create a new entry`, and the :guilabel:`Create Resumé lines` form appears. After an entry is added, the :guilabel:`Create a new entry` button is replaced with an :guilabel:`ADD` button. Enter the following information for each entry."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:106
|
|
msgid ":guilabel:`Title`: type in the title of the previous work experience."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:107
|
|
msgid ":guilabel:`Employee`: select the employee from the drop-down menu."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:108
|
|
msgid ":guilabel:`Type`: from the drop-down menu, select either :guilabel:`Experience`, :guilabel:`Education`, :guilabel:`Social Media`, or :guilabel:`Internal Certification`. To create a new :guilabel:`Type`, enter the name of the type, then click :guilabel:`Create \"(Type)\"`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:111
|
|
msgid ":guilabel:`Display Type`: from the drop-down menu, choose :guilabel:`Classic` for typical work experience, or :guilabel:`Certification` for experience gained through a certification."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:113
|
|
msgid ":guilabel:`Duration`: enter the start and end dates for the work experience. To select a date, click the first empty field to reveal a calendar pop-up window. Proceed to use the :icon:`oi-chevron-left` :guilabel:`(left arrow)` and :icon:`oi-chevron-right` :guilabel:`(right arrow)` icons to scroll to the desired month, then click on the day to select it. Repeat this process to locate and select the end date. When the desired dates have been selected, click :icon:`fa-check` :guilabel:`Apply`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:119
|
|
msgid ":guilabel:`Description`: enter any relevant details in this field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:121
|
|
msgid "Once all the information is entered, click the :guilabel:`Save & Close` button if there is only one entry to add, or click the :guilabel:`Save & New` button to save the current entry and create another resumé line."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:-1
|
|
msgid "A resumé entry form with all the information populated."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:129
|
|
msgid "After the new employee form is saved, the current position and company is automatically added to the :guilabel:`Resumé` tab, with the end date listed as `current`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:135
|
|
msgid "Skills"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:137
|
|
msgid "An employee's skills can be entered in the :guilabel:`Resumé` tab in the same manner that a resumé line is created."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:140
|
|
msgid "In order to add a skill to an employee record, the skill types must first be configured. By default, Odoo comes with two :guilabel:`Skill Types` preconfigured: *Languages* and *Soft Skills*. :ref:`Configure the rest of the skill types <employees/skill-types>` before adding any skills to the employee record."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:145
|
|
msgid "When adding the first skill to an employee record, a :guilabel:`Pick a skill from the list` button appears in the :guilabel:`Skills` section of the :guilabel:`Resumé` tab. Click the :guilabel:`Pick a skill from the list` button, and select the following information for each skill."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:149
|
|
msgid ":guilabel:`Skill Type`: select a :ref:`skill type <employees/skill-types>` by clicking the radio button next to the skill type."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:151
|
|
msgid ":guilabel:`Skill`: after selecting a :guilabel:`Skill Type`, the corresponding skills associated with that selected :guilabel:`Skill Type` appear in a drop-down menu. For example, selecting :guilabel:`Language` as the :guilabel:`Skill Type` presents a variety of languages to select from under the :guilabel:`Skills` field. Select the appropriate preconfigured skill from the list."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:157
|
|
msgid "If the desired skill does not appear in the list, it is **not** possible to add the new skill from this window. New skills must be added from the :ref:`Skill Types <employees/skill-types>` dashboard."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:161
|
|
msgid ":guilabel:`Skill Level`: pre-defined skill levels associated with the selected :guilabel:`Skill Type` appear in a drop-down menu. First, select a :guilabel:`Skill Level`, then the progress bar automatically displays the pre-defined progress for that specific skill level. Skill levels can be created and modified from the :ref:`Skill Types <employees/skill-types>` dashboard."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:166
|
|
msgid "Click the :guilabel:`Save & Close` button if there is only one skill to add, or click the :guilabel:`Save & New` button to save the current entry and immediately add another skill."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:169
|
|
msgid "At any point, a new line can be added by clicking the :guilabel:`ADD` button next to the corresponding section."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:-1
|
|
msgid "A skill form with the information filled out."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:176
|
|
msgid "Only users with :guilabel:`Officer: Manage all employees` or :guilabel:`Administrator` rights for the **Employees** app can add or edit skills."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:182
|
|
msgid "Skill types"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:184
|
|
msgid "In order to add a skill to an employee's form, the :guilabel:`Skill Types` must be configured. Go to :menuselection:`Employees app --> Configuration --> Skill Types` to view the currently configured skill types and create new skill types."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:189
|
|
msgid "The default skill of :guilabel:`Languages` is preconfigured with twenty-one skills, and the default :guilabel:`Soft Skills` is preconfigured with fifteen skills."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:192
|
|
msgid "Click the :guilabel:`New` button in the upper-left corner, and a new :guilabel:`Skill Type` form appears. Fill out the following details for the new skill type. Repeat this for all the needed skill types."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:196
|
|
msgid ":guilabel:`Skill Type`: enter the name of the skill type. This acts as the parent category for more specific skills and should be generic."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:198
|
|
msgid ":guilabel:`SKILLS`: click :guilabel:`Add a line`, and enter the :guilabel:`Name` for the new skill, then repeat for all other needed skills."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:200
|
|
msgid ":guilabel:`LEVELS`: click :guilabel:`Add a line`, and enter a :guilabel:`Name` and :guilabel:`Progress` percentage (`0`-`100`) for each level."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:203
|
|
msgid "Set a :guilabel:`Default Level` by clicking the toggle on the desired line (only one level can be selected). The toggle turns green to indicate the default level. Typically, the lowest level is chosen, but any level can be selected."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:206
|
|
msgid ":guilabel:`DISPLAY`: click the colored box next to the :guilabel:`Color` field to reveal a list of available colors for the skill type. Click on a color to select it."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:210
|
|
msgid "To add a math skill set in yellow, enter `Math` in the :guilabel:`Name` field. Then, in the :guilabel:`Skills` field, enter `Algebra`, `Calculus`, and `Trigonometry`. Next, in the :guilabel:`Levels` field enter `Beginner`, `Intermediate`, and `Expert`, with the :guilabel:`Progress` listed as `25`, `50`, and `100`, respectively. Click :guilabel:`Set Default` on the `Beginner` line to set this as the default skill level. Last, click the colored box next to :guilabel:`Color`, and select yellow."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:0
|
|
msgid "A skill form for a Math skill type, with all the information entered."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:221
|
|
msgid "Once the form is completely filled out, click the :icon:`fa-cloud-upload` :guilabel:`(Save manually)` icon at the top of the screen, and the :guilabel:`Levels` rearrange in descending order, with the highest level at the top, and the lowest at the bottom, regardless of the default level and the order they were entered."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:229
|
|
msgid "Work information tab"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:231
|
|
msgid "The :guilabel:`Work Information` tab contains job-related details such as the employee's schedule, roles, approvers (for time off, timesheets, and expenses), remote work setup, and work location."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:234
|
|
msgid "Click on the :guilabel:`Work Information` tab to access this section, and enter the following information for the new employee, for the various sections listed below."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:238
|
|
msgid "LOCATION"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:240
|
|
msgid "This section is visible for all employees, and does not require any other apps to be installed for this section to be visible."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:243
|
|
msgid ":guilabel:`Work Address`: select the :guilabel:`Work Address` from the drop-down menu. The current company populates this field, by default. To modify the address, hover over the first line (if there are multiple lines) of the address to reveal an :icon:`oi-arrow-right` :guilabel:`(Internal Link)` arrow. Click the :icon:`oi-arrow-right` :guilabel:`(Internal Link)` arrow to open up the company form, and make any edits."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:249
|
|
msgid "Use the breadcrumb links to navigate back to the new employee form when done."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:251
|
|
msgid "If a new work address is needed, add the address by typing it in the field, then click :guilabel:`Create (new address)` to add the address, or :guilabel:`Create and edit...` to add the new address and edit the address form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:254
|
|
msgid ":guilabel:`Work Location`: using the drop-down menu, select where the :guilabel:`Work Address` is located. The default options are :guilabel:`Home`, :guilabel:`Office`, or :guilabel:`Other`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:257
|
|
msgid "To add a new location, type in the location name, then click :guilabel:`Create (new location)` to add the location, or :guilabel:`Create and edit...` to add the location, assign a :guilabel:`Work Address`, and a :guilabel:`Cover Image`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:264
|
|
msgid "APPROVERS"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:266
|
|
msgid "To see this section, the user must have either :guilabel:`Administrator` or :guilabel:`Officer: Manage all employees` rights set for the **Employees** application. For the category to appear, the respective app **must** be installed. For example, if the **Time Off** app is not installed, the :guilabel:`Time Off` approver field does not appear. Only one selection can be made for each field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:272
|
|
msgid "The users that appear in the drop-down menu for the :guilabel:`Approvers` section **must** have *Administrator* rights set for the corresponding human resources role."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:275
|
|
msgid "To check who has these rights, go to :menuselection:`Settings app` and click :icon:`oi-arrow-right` :guilabel:`Manage Users` in the :guilabel:`Users` section. Then, click on an employee, then click into the :guilabel:`Access Rights` tab. Scroll to the :guilabel:`HUMAN RESOURCES` and check the various settings."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:280
|
|
msgid "In order for the user to appear as an approver for :guilabel:`Expenses`, they **must** have either :guilabel:`Team Approver`, :guilabel:`All Approver`, or :guilabel:`Administrator` set for the :guilabel:`Expenses` role."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:283
|
|
msgid "In order for the user to appear as an approver for :guilabel:`Time Off`, they **must** have either :guilabel:`Officer:Manage all Requests` or :guilabel:`Administrator` set for the :guilabel:`Time Off` role."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:286
|
|
msgid "In order for the user to appear as an approver for :guilabel:`Timesheets`, they **must** have either :guilabel:`Officer:Manage all contracts` or :guilabel:`Administrator` set for the :guilabel:`Payroll` role."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:289
|
|
msgid "In order for the user to appear as an approver for :guilabel:`Attendances`, they **must** have :guilabel:`Administrator` set for the :guilabel:`Payroll` role."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:292
|
|
msgid ":guilabel:`Expense`: using the drop-down menus, select the user responsible for approving all expenses for the employee."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:294
|
|
msgid ":guilabel:`Time Off`: using the drop-down menus, select the user responsible for approving all time off requests from this employee."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:296
|
|
msgid ":guilabel:`Timesheet`: using the drop-down menus, select the user responsible for approving all the employee's timesheet entries."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:298
|
|
msgid ":guilabel:`Attendance`: using the drop-down menus, select the user responsible for approving all attendance entries for the employee."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:302
|
|
msgid "REMOTE WORK"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:304
|
|
msgid "This section **only** appears if the *Remote Work* setting is enabled in the configuration menu."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:306
|
|
msgid "Use the drop-down menu to select the default location the employee works, for each day of the week. The default options are :guilabel:`Home`, :guilabel:`Office`, or :guilabel:`Other`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:309
|
|
msgid "A new location can be typed into the field, then click either :guilabel:`Create (new location)` to add the location, or :guilabel:`Create and edit...` to add the new location and edit the form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:312
|
|
msgid "After edits are done, click :guilabel:`Save & Close`, and the new location is added, and populates the field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:315
|
|
msgid "Leave the field blank (:guilabel:`Unspecified`) for non-working days, such as Saturday and Sunday."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:318
|
|
msgid "It is also possible to add or modify work locations by navigating to :menuselection:`Employees app --> Configuration --> Work Locations`. To modify a location, click on an existing location, then make any changes on the form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:322
|
|
msgid "Click :guilabel:`New` to create a new location, then enter the following information on the form. All fields are **required**."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:325
|
|
msgid ":guilabel:`Work Location`: enter the name for the location. This can be as general or as specific, as needed, such as `Home` or `Building 1, Second Floor`, respectfully."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:327
|
|
msgid ":guilabel:`Work Address`: using the drop-down menu, select the address for the location."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:328
|
|
msgid ":guilabel:`Cover Image`: click on the icon to select it for the :guilabel:`Cover Image`. Options are a :icon:`fa-home` :guilabel:`(home)` icon, an :icon:`fa-building-o` :guilabel:`(building)` icon, and a :icon:`fa-map-marker` :guilabel:`(map marker)` icon."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:331
|
|
msgid ":guilabel:`Company`: using the drop-down menu, select the company the location applies to. The current company populates this field, by default. This field **only** appears in a multi-company database."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:0
|
|
msgid "A new work location form with all fields filled out."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:341
|
|
msgid "SCHEDULE"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:343
|
|
msgid "This section defines when the employee is expected to work."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:345
|
|
msgid ":guilabel:`Working Hours`: using the drop-down menu, select the hours the employee is expected to work. By default, a :guilabel:`Standard 40 hour/week` working schedule is available. If the **Timesheets** app is installed, an :guilabel:`Appointment Resource Default Calendar` option is also available."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:350
|
|
msgid "To view and modify the specific daily working hours, click the :icon:`oi-arrow-right` :guilabel:`(Internal link)` arrow at the end of the :guilabel:`Working Hours` line. Working hours can be modified or deleted here."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:355
|
|
msgid ":guilabel:`Working Hours` are related to a company's working schedules, and an Employee **cannot** have working hours that are outside of a company's working schedule."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:358
|
|
msgid "Each individual working schedule is company-specific. For multi-company databases, each company **must** have its own working hours set."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:361
|
|
msgid "If an employee's working hours are not configured as a working schedule for the company, new working schedules can be added, or existing working schedules can be modified."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:364
|
|
msgid "Working hours can be modified in the **Payroll** application, where they are referred to as :guilabel:`Working Schedules`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:367
|
|
msgid "For more information on how to create or modify :guilabel:`Working Schedules` in the **Payroll** application, refer to the :doc:`../../hr/payroll` documentation."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:370
|
|
msgid "After the new working time is created, or an existing one is modified, the :guilabel:`Working Hours` can be selected on the employee form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:373
|
|
msgid ":guilabel:`Timezone`: using the drop-down menu, select the timezone for the employee."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:376
|
|
msgid "PLANNING"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:378
|
|
msgid "This section is **only** visible if the **Planning** app is installed, as this section affects what the employee can be assigned in the **Planning** app."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:381
|
|
msgid ":guilabel:`Roles`: using the drop-down menu, select all the roles the employee can perform. There are no preconfigured roles available, so all roles must be :ref:`configured in the Planning app <planning/roles>`. There is no limit to the number of roles assigned to an employee."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:384
|
|
msgid ":guilabel:`Default Role`: using the drop-down menu, select the default role the employee will typically perform. If the :guilabel:`Default Role` is selected before the :guilabel:`Roles` field is configured, the selected role is automatically added to the list of :guilabel:`Roles`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:391
|
|
msgid "Private information tab"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:393
|
|
msgid "No information in the :guilabel:`Private Information` tab is required to create an employee, however, some information in this section may be necessary for the company's payroll department."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:396
|
|
msgid "In order to properly process payslips and ensure all deductions are accounted for, it is recommended to check with the accounting department and payroll department to ensure all required fields are populated."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:400
|
|
msgid "Enter the various information in the following sections and fields of the :guilabel:`Private Information` tab. Fields are entered either using a drop-down menu, ticking a checkbox, or typing in the information."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:405
|
|
msgid "Depending on the localization setting, other fields may be present. For example, for the United States, a :guilabel:`SSN No` (Social Security Number) field is present."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:409
|
|
msgid "PRIVATE CONTACT"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:411
|
|
msgid ":guilabel:`Private Address`: enter the employee's private home address."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:412
|
|
msgid ":guilabel:`Private Email`: enter the employee's personal email address."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:413
|
|
msgid ":guilabel:`Private Phone`: enter the employee's personal phone number."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:414
|
|
msgid ":guilabel:`Bank Account`: enter the bank account number for the employee, and click :guilabel:`Create and edit..`. A :guilabel:`Create Bank Account` form loads with the bank account number populating the :guilabel:`Account Number` field. Next, select the :guilabel:`Bank` using the drop-down menu."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:419
|
|
msgid "If the bank is not already configured, click :guilabel:`Create and edit...` and a blank :guilabel:`Create Bank` form loads, with the bank name populating the :guilabel:`Bank` field. Next, enter the :guilabel:`Bank Identifier Code`, also referred to as a BIC or SWIFT code. Then enter the :guilabel:`Bank Address`, :guilabel:`Phone`, and :guilabel:`Email`. Once the form is complete, click :guilabel:`Save & Close`, and the new bank populates the :guilabel:`Bank` field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:425
|
|
msgid "Next, enter the :guilabel:`ABA/Routing` number for the bank account, then select the :guilabel:`Account Holder`, which is typically the employee."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:428
|
|
msgid "Finally, click the :guilabel:`Send Money` toggle. This changes the toggle color to green, and the status changes from :guilabel:`Untrusted` in black text, to :guilabel:`Trusted` in green text."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:0
|
|
msgid "The Create Bank Account form with all the information filled out."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:435
|
|
msgid "**All** bank accounts must be marked as :guilabel:`Trusted`, if not payments cannot be processed and sent to the bank account. Having an :guilabel:`Untrusted` bank account for an employee will cause an error in the **Payroll** application."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:439
|
|
msgid ":guilabel:`Home-Work Distance`: enter the number, in miles or kilometers, the employee commutes to work, in one direction. The unit of measure can be changed from kilometers (:guilabel:`km`) to miles (:guilabel:`mi`) using the drop-down menu. This field is only necessary if the employee is receiving any type of commuter benefits or tax deductions based on commute distances."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:443
|
|
msgid ":guilabel:`Private Car Plate`: enter the license plate for the employee's personal car."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:446
|
|
msgid "EMERGENCY"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:448
|
|
msgid "This section details the person to contact in the event of an emergency."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:450
|
|
msgid ":guilabel:`Contact Name`: enter the emergency contact's name."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:451
|
|
msgid ":guilabel:`Contact Phone`: enter the emergency contact's phone number. It is recommended to enter a phone number that the person has the most access to, typically a mobile phone."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:455
|
|
msgid "FAMILY STATUS"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:457
|
|
msgid "This section is used for tax purposes, and affects the **Payroll** app. Enter the following information in the fields."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:460
|
|
msgid ":guilabel:`Marital Status`: select the marital status for the employee using the drop-down menu. The default options are :guilabel:`Single`, :guilabel:`Married`, :guilabel:`Legal Cohabitant`, :guilabel:`Widower`, and :guilabel:`Divorced`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:464
|
|
msgid "If :guilabel:`Married` or :guilabel:`Legal Cohabitant` is selected, two additional fields appear: :guilabel:`Spouse Complete Name` and :guilabel:`Spouse Birthdate`. Enter these fields with the respective information."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:467
|
|
msgid ":guilabel:`Number of Dependent Children`: enter the number of dependent children. This number is the same number used for calculating tax deductions, and should follow all tax regulations regarding applicable dependents."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:472
|
|
msgid "CITIZENSHIP"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:474
|
|
msgid "This section outlines all the information relating to the employee's citizenship. This section is primarily for employees who are working in a different country than their citizenship. For employees working outside of their home country, for example on a work visa, this information may be required. Information for all fields may not be available."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:479
|
|
msgid ":guilabel:`Nationality (Country)`: using the drop-down menu, select the country the employee is from."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:481
|
|
msgid ":guilabel:`Identification No`: enter the employee's identification number in this field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:482
|
|
msgid ":guilabel:`SSN No`: enter the employee's social security number."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:483
|
|
msgid ":guilabel:`Passport No`: enter the employee's passport number."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:484
|
|
msgid ":guilabel:`Gender`: select the employee's gender from the drop-down menu. The default options are :guilabel:`Male`, :guilabel:`Female`, and :guilabel:`Other`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:486
|
|
msgid ":guilabel:`Date of Birth`: using the calendar selector, select the birthday of the employee."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:487
|
|
msgid ":guilabel:`Place of Birth`: enter the city or town the employee was born."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:488
|
|
msgid ":guilabel:`Country of Birth`: using the drop-down menu, select the country the employee was born."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:489
|
|
msgid ":guilabel:`Non-resident`: tick this checkbox if the employee lives in a foreign country."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:492
|
|
msgid "EDUCATION"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:494
|
|
msgid "This section allows for only one entry, and should be populated with the highest degree the employee has earned."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:497
|
|
msgid ":guilabel:`Certificate Level`: using the drop-down menu, select the highest degree the employee has earned. The default options are :guilabel:`Graduate`, :guilabel:`Bachelor`, :guilabel:`Master`, :guilabel:`Doctor`, and :guilabel:`Other`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:500
|
|
msgid ":guilabel:`Field of Study`: type in the subject the employee studied, such as `Business` or `Computer Science`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:502
|
|
msgid ":guilabel:`School`: type in the name of the school the employee earned the degree from."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:505
|
|
msgid "WORK PERMIT"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:507
|
|
msgid "This section should be filled in if the employee is working on some type of work permit. This section may be left blank if they do not require any work permits for employment."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:510
|
|
msgid ":guilabel:`Visa No`: enter the employee's visa number."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:511
|
|
msgid ":guilabel:`Work Permit No`: enter the employee's work permit number."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:512
|
|
msgid ":guilabel:`Visa Expiration Date`: using the calendar selector, select the date the employee's visa expires."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:514
|
|
msgid ":guilabel:`Work Permit Expiration Date`: using the calendar selector, select the date the employee's work permit expires."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:516
|
|
msgid ":guilabel:`Work Permit`: click :guilabel:`Upload your file`, then navigate to the work permit file in the file explorer, and click :guilabel:`Select` to add the permit."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:522
|
|
msgid "Payroll tab"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:524
|
|
msgid "Depending on the installed :doc:`localization <../payroll/payroll_localizations>`, the sections and fields in this tab may vary considerably. Due to the specific nature of localizations and the variety of information that may be requested in this tab, it is recommended to check with the accounting department to fill out this section correctly."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:529
|
|
msgid "The following fields are universal for all localizations:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:531
|
|
msgid ":guilabel:`Legal Name`: enter the legal name for the employee. This is the name that typically is used for filing taxes."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:533
|
|
msgid ":guilabel:`Payslip Language`: enter the desired language to be used when printing payslips for this employee."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:535
|
|
msgid ":guilabel:`Registration Number of the Employee`: enter the employees registration number."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:538
|
|
msgid ":doc:`Payroll localizations <../payroll/payroll_localizations>`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:543
|
|
msgid "Settings tab"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:545
|
|
msgid "This tab provides various fields for different applications within the database. Depending on what applications are installed, different fields may appear in this tab."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:549
|
|
msgid "STATUS"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:551
|
|
msgid ":guilabel:`Employee Type`: using the drop-down menu, select the *type* of employee. The default options are :guilabel:`Employee`, :guilabel:`Worker`, :guilabel:`Student`, :guilabel:`Trainee`, :guilabel:`Contractor`, and :guilabel:`Freelancer`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:554
|
|
msgid ":guilabel:`Related User`: using the drop-down menu, select a user in the database to link to this employee."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:558
|
|
msgid "Employees do **not** need to be users of the database."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:560
|
|
msgid "*Employees* do **not** count towards the Odoo subscription billing, while *Users* **do** count towards billing. If the new employee should also be a user, the user **must** be created."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:563
|
|
msgid "After the employee is created, click :guilabel:`Create User` at the end of the :guilabel:`Related User` line. A :guilabel:`Create User` form appears."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:566
|
|
msgid "The employee name populates the :guilabel:`Name` field by default. If the :guilabel:`Email Address`, :guilabel:`Phone`, :guilabel:`Mobile`, and :guilabel:`photo` are populated on the employee form, the corresponding fields are auto-populated on the :guilabel:`Create User` form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:570
|
|
msgid "Once the form is completed, click the :guilabel:`Save` button. The user is created, and populates the :guilabel:`Related User` field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:573
|
|
msgid "Users can also be created manually. For more information on how to manually add a user, refer to the :doc:`../../general/users/` document."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:577
|
|
msgid "APPLICATION SETTINGS"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:579
|
|
msgid "This section affects the **Fleet** and **Manufacturing** apps. Enter the following information in this section."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:582
|
|
msgid ":guilabel:`Hourly Cost`: enter the hourly cost for the employee, in a XX.XX format. This cost is factored in when the employee is working at a :doc:`work center <../../inventory_and_mrp/manufacturing/advanced_configuration/using_work_centers>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:587
|
|
msgid "Manufacturing costs are added to the costs for producing a product, if the value of the manufactured product is **not** a fixed amount. This cost does **not** affect the **Payroll** application."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:591
|
|
msgid ":guilabel:`Fleet Mobility Card`: if applicable, enter the :guilabel:`Fleet Mobility Card` number"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:594
|
|
msgid "ATTENDANCE/POINT OF SALE"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:596
|
|
msgid "This section determines how employees sign in to either the **Attendances** or **Point Of Sale** apps, and only appear if either of these apps is installed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:599
|
|
msgid ":guilabel:`PIN Code`: enter the employee's pin number in this field. This code is used to sign in and out of **Attendances** app kiosks, and a :abbr:`POS (Point Of Sale)` system."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/new_employee.rst:601
|
|
msgid ":guilabel:`Badge ID`: click :guilabel:`Generate` at the end of the :guilabel:`Badge ID` line to create a badge number. Once generated, the badge number populates the :guilabel:`Badge ID` field, and :guilabel:`Generate` changes to :guilabel:`Print Badge`. Click :guilabel:`Print Badge` to create a PDF file of the employee's badge. The badge can be printed and used to log into a :abbr:`POS (point of sale)` system or :ref:`check-in <attendances/kiosk-mode-entry>` on an **Attendances** app kiosk."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/offboarding.rst:3
|
|
msgid "Offboarding"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/offboarding.rst:5
|
|
msgid "When an employee leaves the company, it is important to have an :ref:`offboarding plan <employees/offboarding>` to ensure all necessary steps are followed, such as returning equipment, revoking access to business systems, filling out HR forms, having an exit interview, and more. Depending on the company, there could be several different offboarding plans, configured for specific departments or divisions, that have different requirements and steps from the main offboarding plan."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/offboarding.rst:12
|
|
msgid "In addition to an offboarding plan, the employee record must be :ref:`updated to reflect their departure <employees/archive>`, log the reason why they left, close any open activities associated with the employee, and :ref:`provide them with any important documents <employees/send-link>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/offboarding.rst:19
|
|
msgid "View offboarding plan"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/offboarding.rst:21
|
|
msgid "Before offboarding can begin, it is recommended to check the default offboarding plan that comes preconfigured with the **Employees** app. To view the current default plan, navigate to :menuselection:`Employees app --> Configuration --> Activity Plan`. Click :guilabel:`Offboarding` to view the detailed offboarding plan form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/offboarding.rst:27
|
|
msgid "Offboarding plan steps"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/offboarding.rst:29
|
|
msgid "The default :guilabel:`Offboarding` plan is minimal, with two default steps (three if the **Fleet** app is installed). All steps are :guilabel:`To-Do` activities, and are scheduled for the day the offboarding plan is launched (:guilabel:`0 days Before Plan Date`)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/offboarding.rst:33
|
|
msgid ":guilabel:`Organize knowledge transfer inside the team`: The manager must ensure all knowledge the employee has relating to their job position, is either documented or shared with colleagues so there is no knowledge gap."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/offboarding.rst:36
|
|
msgid ":guilabel:`Take Back Fleet`: The fleet manager ensures any vehicles assigned to the employee are either unassigned (available for other employees) or the next driver is assigned. This step only appears if the **Fleet** app is installed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/offboarding.rst:39
|
|
msgid ":guilabel:`Take Back HR Materials`: The manager must obtain any documents and materials the HR department requires. It is recommended to check with the HR department to ensure everything required for this step is completed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/offboarding.rst:-1
|
|
msgid "The three default steps in the Offboarding plan."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/offboarding.rst:47
|
|
msgid "Modify offboarding plan"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/offboarding.rst:49
|
|
msgid "The default offboarding plan is minimal, so that modifications can be made to accommodate any company's offboarding needs. Every company has different requirements, therefore it is necessary to add the required steps to the offboarding plan."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/offboarding.rst:53
|
|
msgid "If the offboarding plan is universal, add or modify the default offboarding plan. If the offboarding plan needed is only for a specific department, then a new plan should be created, specifically for that department."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/offboarding.rst:57
|
|
msgid "To modify the default plan, first navigate to :menuselection:`Employees app --> Configuration --> Activity Plan`, then click on :guilabel:`Offboarding`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/offboarding.rst:60
|
|
msgid "To modify a step, click on the step and an :guilabel:`Open: Activities` pop-up window appears. Make any desired modifications to the step, then click :guilabel:`Save` to accept the changes and close the pop-up window."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/offboarding.rst:64
|
|
#: ../../content/applications/hr/employees/onboarding.rst:103
|
|
msgid "To add a new step, click :guilabel:`Add a line` at the bottom of the listed activities in the :guilabel:`Activities To Create` tab, and a blank :guilabel:`Create Activities` pop-up window appears. Enter all the information in the pop-up window, then click :guilabel:`Save & Close` if there are no other steps to add, or click :guilabel:`Save & New` if more steps are needed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/offboarding.rst:69
|
|
msgid "Configure all the desired steps for the offboarding plan."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/offboarding.rst:72
|
|
msgid "Create offboarding plan"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/offboarding.rst:74
|
|
msgid "For some companies, specific offboarding plans may be necessary for some departments. For these cases, a new department-specific offboarding plan may be needed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/offboarding.rst:77
|
|
msgid "To create a new offboarding plan, first navigate to :menuselection:`Employees app --> Configuration --> Activity Plan`. Click the :guilabel:`New` button in the upper-left corner, and a blank plan form loads."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/offboarding.rst:81
|
|
#: ../../content/applications/hr/fleet/accidents.rst:48
|
|
#: ../../content/applications/hr/frontdesk.rst:35
|
|
#: ../../content/applications/hr/lunch/products.rst:12
|
|
#: ../../content/applications/hr/payroll.rst:828
|
|
#: ../../content/applications/hr/time_off.rst:251
|
|
msgid "Enter the following information on the form:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/offboarding.rst:83
|
|
msgid ":guilabel:`Plan Name`: the specific name for the plan."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/offboarding.rst:84
|
|
msgid ":guilabel:`Model`: This field specifies where this plan can be used. In this case, in the **Employees** app. This field is not able to be modified."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/offboarding.rst:86
|
|
msgid ":guilabel:`Department`: if left blank (the default setting) the plan is available for all departments. To make the plan department-specific, select a department using the drop-down menu."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/offboarding.rst:89
|
|
msgid "Next, add the various steps for the plan by clicking :guilabel:`Add a line` at the bottom of the listed activities in the :guilabel:`Activities To Create` tab, and a blank :guilabel:`Create Activities` pop-up window appears."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/offboarding.rst:93
|
|
msgid "Enter the following information in the pop-up window:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/offboarding.rst:95
|
|
msgid ":guilabel:`Activity Type`: Using the drop-down menu, select the specific activity to be scheduled. The default options are :guilabel:`Email`, :guilabel:`Call`, :guilabel:`Meeting`, :guilabel:`To-Do`, or :guilabel:`Upload Document`. If the **Sign** app is installed, a :guilabel:`Request Signature` option is available."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/offboarding.rst:99
|
|
msgid ":guilabel:`Summary`: Enter a short description for the step."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/offboarding.rst:100
|
|
msgid ":guilabel:`Assignment`: Using the drop-down menu, select the person assigned to perform the activity. The default options are: :guilabel:`Ask at launch`, :guilabel:`Default user`, :guilabel:`Coach`, :guilabel:`Manager`, and :guilabel:`Employee`. If the **Fleet** app is installed, a :guilabel:`Fleet Manager` option is available."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/offboarding.rst:106
|
|
msgid "The selection for the :guilabel:`Assignment` role is in relation to the employee. If :guilabel:`Coach` is selected, the employee's coach is assigned to the activity."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/offboarding.rst:109
|
|
msgid "If :guilabel:`Default user` is selected, an :guilabel:`Assigned to` field appears. Using the drop-down menu, select the user who will always be assigned this activity."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/offboarding.rst:112
|
|
msgid ":guilabel:`Interval`: Configure the fields in this line to determine the due date of the activity. Enter a number in the first field, then, using the drop-down menus in the following two fields, configure when the due date should be created; (`#`) of :guilabel:`days`, :guilabel:`weeks`, or :guilabel:`months`, either :guilabel:`Before Plan Date` or :guilabel:`After Plan Date`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/offboarding.rst:117
|
|
msgid "When the :guilabel:`Create Activities` for is completed, click :guilabel:`Save & Close` if there are no other steps to add, or click :guilabel:`Save & New` to add more steps, as needed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/offboarding.rst:121
|
|
msgid "A company specializing in after-school art programs has two separate offboarding plans, one for the teachers working in the field, and one for office workers."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/offboarding.rst:124
|
|
msgid "The offboarding plan for the teachers is set for the :guilabel:`Art Program Teachers` department, and includes specialized tasks relating to those jobs. These include ensuring all art supplies are catalogued and returned, all student feedback forms are turned in, and all access badges and keys for the various locations are returned."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/offboarding.rst:0
|
|
msgid "An offboarding plan configured for art teachers."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/offboarding.rst:133
|
|
msgid "Launch offboarding plan"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/offboarding.rst:135
|
|
msgid "After an employee has given notice (typically two weeks) or once the company has decided to terminate the working relationship with the employee, the offboarding plan should be launched. Navigate to the :menuselection:`Employees app` and click on the departing employee profile. Click the :guilabel:`Launch Plan` button, and a blank :guilabel:`Launch Plan` pop-up window loads."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/offboarding.rst:-1
|
|
msgid "The Launch Plan button on the employee profile."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/offboarding.rst:143
|
|
msgid "Using the drop-down menu, select the desired offboarding plan in the :guilabel:`Plan` field. Then, using the calendar selector, set a date in the :guilabel:`Plan Date` field. This is typically the day the employee gave notice, but any date can be selected."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/offboarding.rst:147
|
|
msgid "The right-side of the :guilabel:`Launch Plan` pop-up window displays all the steps in the selected plan, grouped by what was selected in the :guilabel:`Assignment` fields for the various plan steps."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/offboarding.rst:150
|
|
msgid "Once the :guilabel:`Plan` and :guilabel:`Plan Date` fields are configured, click the :guilabel:`Schedule` button, and Odoo schedules everything in the plan, according to their respective due dates. All scheduled activities appear in the chatter of the employee profile."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/offboarding.rst:157
|
|
msgid "Archive an employee"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/offboarding.rst:159
|
|
msgid "In Odoo, when an employee leaves the company they must be *archived*. This step should be done *after* the employee has been fully offboarded. To archive an employee, first navigate to the :menuselection:`Employees app`. From here, locate the employee who is leaving the company, and click on their employee card."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/offboarding.rst:164
|
|
msgid "The employee form loads, displaying all their information. Click the :icon:`fa-gear` :guilabel:`(gear)` icon in the top-left corner, and a drop-down menu appears. Click :icon:`oi-archive` :guilabel:`Archive`, and an :guilabel:`Employee Termination` pop-up window appears."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/offboarding.rst:169
|
|
#: ../../content/applications/hr/time_off.rst:308
|
|
msgid "Fill out the following fields on the form:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/offboarding.rst:171
|
|
msgid ":guilabel:`Departure Reason`: Select a reason the employee is leaving from the drop-down menu. The default options are:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/offboarding.rst:174
|
|
msgid ":guilabel:`Fired`: Select this option when an employee is being let go, and the company has given notice."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/offboarding.rst:176
|
|
msgid ":guilabel:`Resigned`: Select this option when the employee no longer wishes to be employed, and the employee has given notice."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/offboarding.rst:178
|
|
msgid ":guilabel:`Resigned: Retired`: Select this option when the employee is retiring."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/offboarding.rst:179
|
|
msgid ":guilabel:`Became Freelance`: Select this option when the employee is no longer working for the company, but is becoming a freelance worker instead."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/offboarding.rst:181
|
|
msgid ":guilabel:`Mutual Agreement`: Select this option when both parties have agreed to terminate their working relationship."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/offboarding.rst:184
|
|
msgid ":guilabel:`Contract End Date`: Using the calendar selector, select the last day the employee is working for the company."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/offboarding.rst:186
|
|
msgid ":guilabel:`Detailed Reason`: Enter a short description for the employee's departure in this field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/offboarding.rst:187
|
|
msgid ":guilabel:`Close Activities`: Tick the checkbox next to each type of activity to close or delete any open activities associated with it. It is recommended to tick **all** checkboxes that are applicable. The available options are:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/offboarding.rst:191
|
|
msgid ":guilabel:`Appraisals`: cancels all appraisals scheduled after the contract end date."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/offboarding.rst:192
|
|
msgid ":guilabel:`Contract`: applies an end date for the current contract."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/offboarding.rst:193
|
|
msgid ":guilabel:`Company Car`: removes the employee as the driver for their current company car, and :ref:`assigns the next driver <fleet/new_vehicle/new-driver>`, if applicable."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/offboarding.rst:195
|
|
msgid ":guilabel:`Equipment`: unassigns the employee from any assigned equipment."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/offboarding.rst:197
|
|
msgid ":guilabel:`HR Info`: Tick the checkbox next to :guilabel:`Send Access Link` to send a download link to the employee's personal email address, containing all their personal HR files."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/offboarding.rst:199
|
|
msgid ":guilabel:`Private Email`: This field appears if the :guilabel:`HR Info` checkbox is ticked. If there is a private email listed on the employee profile, this field is automatically populated. If no private email address is on their record, enter the private email address for the employee."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/offboarding.rst:203
|
|
msgid "When the form is complete, click :guilabel:`Apply`. The employee record is archived, an email with a download link to their personal documents is sent to the employee's private email address (if selected), and a red :guilabel:`Archived` banner appears in the top-right corner of the employee form. The chatter logs the :guilabel:`Departure Date` and :guilabel:`Departure Reason`, and if an access link was emailed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/offboarding.rst:-1
|
|
msgid "The employee termination form with all fields filled out."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/offboarding.rst:213
|
|
msgid "While attempting to send the HR documents access link, an :guilabel:`Invalid Operation` pop-up window may appear, displaying the following error message:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/offboarding.rst:216
|
|
msgid ":guilabel:`Employee's related user and private email must be set to use \"Send Access Link\" function: (Employee Name)`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/offboarding.rst:219
|
|
msgid "If this error appears, click :guilabel:`Close` to close the pop-up window, then tick the :guilabel:`Send Access Link` checkbox to deselect it on the :guilabel:`Employee Termination` pop-up window."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/offboarding.rst:223
|
|
msgid "Click :guilabel:`Apply` to archive the employee and close the selected activities on the :guilabel:`Employee Termination` pop-up window, returning to the employee form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/offboarding.rst:226
|
|
msgid "Once the employee form, ensure the following fields are populated:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/offboarding.rst:228
|
|
msgid ":guilabel:`Private Information` tab: Ensure an email address is entered in the :guilabel:`Email` field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/offboarding.rst:230
|
|
msgid ":guilabel:`HR Settings` tab: Ensure a :guilabel:`Related User` is selected in the corresponding field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/offboarding.rst:233
|
|
msgid "After the necessary information is entered, :ref:`resend the HR documents access link <employees/send-link>`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/offboarding.rst:239
|
|
msgid "Send HR documents access link"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/offboarding.rst:241
|
|
msgid "If the access link was not sent when first archiving the employee on the *Employee Termination* form, it can be sent after the employee is archived at any point."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/offboarding.rst:244
|
|
msgid "After an employee is archived, they are no longer visible on the main **Employees** app dashboard. To view the archived employees, navigate to the :menuselection:`Employees app` dashboard, and click the :icon:`fa-caret-down` :guilabel:`(down arrow)` in the search bar to reveal a drop-down menu. Select :guilabel:`Archived`, towards the bottom of the :icon:`fa-filter` :guilabel:`Filters` column, then click away from the drop-down window to close it."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/offboarding.rst:250
|
|
msgid "Now, only archived employees appear on the dashboard. Click on the desired employee to open their employee form. On this form, click the :icon:`fa-gear` :guilabel:`(gear)` icon in the top-left corner, then click :guilabel:`Send HR Documents Access Link` from the resulting drop-down menu. The chatter logs that the link was sent."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/onboarding.rst:3
|
|
#: ../../content/applications/hr/referrals.rst:28
|
|
msgid "Onboarding"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/onboarding.rst:5
|
|
msgid "When a new employee is hired, it is important to have an onboarding procedure that can be followed. This ensures that information, equipment, and training are provided to the employee and any other necessary steps for the business are assigned to the correct individuals."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/onboarding.rst:9
|
|
msgid "Proper onboarding ensures that new employees are given all the information and tools needed to be successful in their roles and have a smooth transition to their new job."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/onboarding.rst:13
|
|
msgid "View onboarding plan"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/onboarding.rst:15
|
|
msgid "Before onboarding can begin, it is recommended to check the default onboarding plan that comes preconfigured with the **Employees** app. To view the current default plan, navigate to :menuselection:`Employees app --> Configuration --> Activity Plan`. Click :guilabel:`Onboarding` to view the detailed onboarding plan form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/onboarding.rst:22
|
|
msgid "The plan form displays the following information:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/onboarding.rst:24
|
|
msgid ":guilabel:`Plan Name`: the specific name for the onboarding plan."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/onboarding.rst:25
|
|
msgid ":guilabel:`Model`: specifies where this plan can be used. In this case, in the **Employees** app."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/onboarding.rst:26
|
|
msgid ":guilabel:`Department`: if left blank (the default setting) this plan is available for all departments. Limit the use of the plan to a specific department by selecting the department using the drop-down menu."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/onboarding.rst:29
|
|
msgid ":guilabel:`Activities To Create`: this tab lists all the onboarding steps. Each row displays:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/onboarding.rst:31
|
|
msgid ":guilabel:`Activity Type`: the specific activity for the step. The default options are :guilabel:`Email`, :guilabel:`Call`, :guilabel:`Meeting`, :guilabel:`To-Do`, or :guilabel:`Upload Document`. If the **Sign** app is installed, a :guilabel:`Request Signature` option is available."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/onboarding.rst:35
|
|
msgid ":guilabel:`Summary`: a one line description of the step."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/onboarding.rst:36
|
|
msgid ":guilabel:`Assignment`: chooses who completes the activity, relative to the new hire:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/onboarding.rst:38
|
|
msgid ":guilabel:`Ask at launch`: choose the user in the :guilabel:`Assigned To` field when :ref:`launching the onboarding plan <employees/launch-plan>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/onboarding.rst:40
|
|
msgid ":guilabel:`Default user`: choose a user who always handles this activity. Defined in the :guilabel:`Assigned to` field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/onboarding.rst:42
|
|
msgid ":guilabel:`Manager`: assigns the employee's manager as defined on the employee record."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/onboarding.rst:43
|
|
msgid ":guilabel:`Coach`: assigns the employee's coach as defined on the employee record."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/onboarding.rst:44
|
|
msgid ":guilabel:`Employee`: the new hire completes the activity."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/onboarding.rst:45
|
|
msgid ":guilabel:`Fleet Manager`: assigns the designated **Fleet** app manager. This option is only available if the **Fleet** app is installed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/onboarding.rst:48
|
|
msgid ":guilabel:`Assigned to`: this field remains blank, unless :guilabel:`Default user` is selected for the :guilabel:`Assignment` field. If :guilabel:`Default user` is selected, this field is populated with the selected user."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/onboarding.rst:51
|
|
msgid ":guilabel:`Document to sign`: the corresponding document requiring a signature."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/onboarding.rst:52
|
|
msgid ":guilabel:`Interval`: the time when the activity is active."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/onboarding.rst:53
|
|
msgid ":guilabel:`Unit`: the set time interval, either :guilabel:`days`, :guilabel:`weeks`, or :guilabel:`months`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/onboarding.rst:55
|
|
msgid ":guilabel:`Trigger`: how scheduling is determined for the activity. Options are either :guilabel:`Before Plan Date` or :guilabel:`After Plan Date`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/onboarding.rst:59
|
|
msgid "A laptop must be set up and registered to a new employee the day before they start work. The person who performs this step should always be the IT Manager, Abby Jones."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/onboarding.rst:62
|
|
msgid "To configure this activity with these parameters, the :guilabel:`Activity Type` is set to :guilabel:`To-Do`, with a summary of :guilabel:`Assign Laptop`. The :guilabel:`Assignment` field is set to :guilabel:`Default user`, and the :guilabel:`Assigned to` field is set to :guilabel:`Abby Jones`. The :guilabel:`Interval` is :guilabel:`1`, and the :guilabel:`Unit` is set to :guilabel:`days`. The :guilabel:`Trigger` is :guilabel:`Before Plan Date`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/onboarding.rst:0
|
|
msgid "An activity configured to assign a laoptop the day before an employee starts work."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/onboarding.rst:72
|
|
msgid "Onboarding plan steps"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/onboarding.rst:74
|
|
msgid "The default :guilabel:`Onboarding` plan includes three default steps. All steps are :guilabel:`To-Do` activities, and are scheduled for the day the onboarding plan is launched (:guilabel:`0 days Before Plan Date`)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/onboarding.rst:78
|
|
msgid ":guilabel:`Setup IT Materials`: the manager must gather and configure all IT materials."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/onboarding.rst:79
|
|
msgid ":guilabel:`Plan Training`: the manager must plan the training for the new employee."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/onboarding.rst:80
|
|
msgid ":guilabel:`Training`: the new employee must complete the training planned by the manager."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/onboarding.rst:-1
|
|
msgid "The three default steps in the Onboarding plan."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/onboarding.rst:88
|
|
msgid "Modify onboarding plan"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/onboarding.rst:90
|
|
msgid "A single onboarding plan works only if the flow works for the entire company."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/onboarding.rst:93
|
|
msgid "If the onboarding plan is universal, add to or modify the default onboarding plan. If department-specific onboarding plans are needed, :ref:`create a new onboarding plan <employees/create-plan>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/onboarding.rst:97
|
|
msgid "To modify the default plan, first navigate to :menuselection:`Employees app --> Configuration --> Activity Plan`, then click on :guilabel:`Onboarding`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/onboarding.rst:100
|
|
msgid "To modify a step, click on it. In the :guilabel:`Open: Activities` pop-up window, make any desired modifications to the step, then click :guilabel:`Save`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/onboarding.rst:111
|
|
msgid "Create onboarding plan"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/onboarding.rst:113
|
|
msgid "Some companies require different onboarding plans, when there are department-specific onboarding procedures that do not apply to the whole company. For these cases, a new department-specific onboarding plan must be created."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/onboarding.rst:117
|
|
msgid "To create a new onboarding plan, :ref:`navigate to the desired plan and configure all the desired steps <employees/modify-plan>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/onboarding.rst:121
|
|
msgid "A company specializing in the manufacturing and selling of outdoor metal furniture may have a large factory that produces the products, and a separate sales office. This company may have two separate onboarding plans, one for factory workers, and one for office workers."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/onboarding.rst:125
|
|
msgid "The onboarding plan for the factory workers is set for the :guilabel:`Manufacturing` department, and includes specialized tasks relating to factory jobs. These include gathering the new employees uniform and safety gear, assigning a safety course, emailing their team about the new hire, going over benefits, and more."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/onboarding.rst:0
|
|
msgid "An onboarding plan configured for factory workers."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/onboarding.rst:136
|
|
msgid "Launch onboarding plan"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/onboarding.rst:138
|
|
msgid "After an employee has been hired and their employee profile :ref:`is created <recruitment/new-employee>`, navigate to the desired employee's profile by clicking on their Kanban card on the **Employees** app dashboard, then click the :guilabel:`Launch Plan` button on their employee profile, and a blank :guilabel:`Launch Plan` pop-up window loads."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/onboarding.rst:143
|
|
msgid "In the :guilabel:`Plan` field, choose the desired onboarding plan. Then, using the calendar selector, set a date in the :guilabel:`Plan Date` field. This is typically the employee's first day, but any date can be selected."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/onboarding.rst:147
|
|
msgid "The right side of the :guilabel:`Launch Plan` pop-up window displays all the steps in the selected plan, grouped by what was selected in the :guilabel:`Assignment` fields on the :ref:`plan form <onboarding/plan-form>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/onboarding.rst:151
|
|
msgid "Once the :guilabel:`Plan` and :guilabel:`Plan Date` fields are configured, click the :guilabel:`Schedule` button, and Odoo schedules everything in the plan, according to their respective due dates."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/onboarding.rst:155
|
|
msgid "All scheduled activities appear in the both chatter of the employee profile, and in the chatter of the user's with assignments relating to the plan."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/onboarding.rst:159
|
|
msgid "If any activity assignments were configured to :guilabel:`Ask at launch`, an :guilabel:`Assigned to` field appears on the :guilabel:`Launch Plan` pop-up window. Using the drop-down menu, select the user responsible for all the unassigned activities."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/onboarding.rst:-1
|
|
msgid "All onboarding tasks scheduled in the chatter."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/retention_report.rst:3
|
|
msgid "Employee retention report"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/retention_report.rst:5
|
|
msgid "It is possible to determine the retention rate for a company by modifying an existing report."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/retention_report.rst:7
|
|
msgid "First, navigate to :menuselection:`Employees app --> Reporting --> Contracts` to open the :guilabel:`Employee Analysis` report. This report shows the number of all employees for the :guilabel:`Last 365 Days`, in a default :icon:`fa-line-chart` :guilabel:`Line Chart`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/retention_report.rst:-1
|
|
msgid "The default Employees Analysis report."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/retention_report.rst:15
|
|
msgid "Next, click the :guilabel:`Measures` :icon:`fa-caret-down` button in the upper-left corner, revealing a drop-down menu. Click :guilabel:`# Departure Employee` in the list, then click away from the drop-down menu to close it. Now, the report shows all the employees who were archived for the :guilabel:`Last 365 Days`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/retention_report.rst:20
|
|
msgid "To view this information in an easier format, click the :icon:`oi-view-pivot` :guilabel:`(Pivot)` icon in the upper-right corner, and the data is presented in a pivot table."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/retention_report.rst:23
|
|
msgid "The various employees, organized by department, populate the rows. The columns display the following totals: the monthly :guilabel:`Wage`, the :guilabel:`Fuel Card` budget, total :guilabel:`Annual Employee Budget` (also referred to as the *annual salary*), the number of :guilabel:`New Employees`, as well as the number of :guilabel:`Departure Employees` (employees who left)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/retention_report.rst:-1
|
|
msgid "The Employees Analysis report, modified to show departed employees only."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/retention_report.rst:33
|
|
msgid "Employee retention rate comparison report"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/retention_report.rst:35
|
|
msgid "It is possible to compare data only for employees who left, compared to the total current employees, between two separate time periods. This is commonly referred to as the *employee retention rate*."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/retention_report.rst:38
|
|
msgid "To view these metrics, first open the :guilabel:`Employee Analysis` report by navigating to :menuselection:`Employees app --> Reporting --> Contracts`. Click the :icon:`oi-view-pivot` :guilabel:`(Pivot)` icon in the upper-right corner to view the information in a pivot table."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/retention_report.rst:42
|
|
msgid "Next, click the :guilabel:`Measures` :icon:`fa-caret-down` button in the upper-left corner, revealing a drop-down menu. Click :guilabel:`# New Employees`, :guilabel:`Annual Employee Budget`, :guilabel:`Fuel Card`, and :guilabel:`Wage` in the list, to deselect these metrics and hide them in the table. Then, click :guilabel:`Count` at the bottom of the list to enable that metric."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/retention_report.rst:47
|
|
msgid "Click away from the drop-down menu to close it. Now, the report shows all the employees who left the company (:guilabel:`# Departure Employee`), as well as the total number of employees (:guilabel:`Count`), for the :guilabel:`Last 365 Days`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/retention_report.rst:51
|
|
msgid "To compare the data for the current year with the previous year, click the :icon:`fa-caret-down` :guilabel:`(down arrow)` in the search bar, revealing multiple filter and grouping options. Click :guilabel:`Last 365 Days` in the :icon:`fa-filter` :guilabel:`Filters` column, to turn off that filter. Then, click :guilabel:`Date`, and click the current year (in this example, :guilabel:`2024`) from the resulting drop-down menu."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/retention_report.rst:57
|
|
msgid "Once a selection is made beneath :guilabel:`Date` in the :icon:`fa-filter` :guilabel:`Filters` column, a :icon:`fa-adjust` :guilabel:`Comparison` column appears. Click :guilabel:`Date: Previous Year` in the new column, then click off of the drop-down menu to close it."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/retention_report.rst:62
|
|
msgid "In Odoo, in order to access the :icon:`fa-adjust` :guilabel:`Comparison` column, a specific time *other than* :guilabel:`Last 365 Days` **must** be selected. If not, the :icon:`fa-adjust` :guilabel:`Comparison` column is **not** visible."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/retention_report.rst:66
|
|
msgid "Now, the pivot table displays the total number of employees who left the company (:guilabel:`# Departure Employee`), as well as the total number of employees (:guilabel:`Count`) in the columns. These are further divided by the two different years, and also displays the :guilabel:`Variation` between the two."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/retention_report.rst:71
|
|
msgid "The rows display the departments, and lists each individual employee for each department, in the rows."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/retention_report.rst:74
|
|
msgid "For a more concise view of this report, click :icon:`fa-minus-square-o` :guilabel:`Total` above the top row of the departments and employees, to collapse the rows. Now, the table presents the total number of employees who left the company for both years, compared to the total number of employees for both years, including the difference, in a percentage."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/retention_report.rst:80
|
|
msgid "In this example, :guilabel:`3` employees out of :guilabel:`83` left in 2023, and :guilabel:`8` employees out of :guilabel:`202` left in 2024. There was a :guilabel:`166.67%` increase in the employees who left in 2024 as compared to 2023. Additionally, there was a :guilabel:`143.37%` increase in the total number of employees in 2024 as compared to 2023."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/retention_report.rst:0
|
|
msgid "The report modified to show the difference between two years of employees who left."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/retention_report.rst:89
|
|
msgid "To view more detailed rates for each department, click :icon:`fa-plus-square` :guilabel:`Total` in the single row, revealing a drop-down menu, and click :guilabel:`Department`. Click away from the drop-down to close it, and now the pivot table displays the total number of employees who left (:guilabel:`# Departure Employee`), the total number of employees (:guilabel:`Count`), and the :guilabel:`Variation` (in a percentage) for both 2023 and 2024, organized by department."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/retention_report.rst:96
|
|
msgid "In this example, it can be determined that the :guilabel:`Management` department had the best retention rate in 2024 as compared to 2023, with a :guilabel:`Variation` rate of :guilabel:`-100%`. Additionally, it can be determined that the :guilabel:`Management / Research & Development` department had the most turnover, with a :guilabel:`Variation` of :guilabel:`300%`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/employees/retention_report.rst:0
|
|
msgid "The expanded employee retention report by department."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet.rst:5
|
|
msgid "Fleet"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/accidents.rst:3
|
|
msgid "Accidents"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/accidents.rst:5
|
|
msgid "When managing a fleet, accidents are inevitable. Tracking accidents is crucial for understanding vehicle maintenance costs and identifying safe drivers."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/accidents.rst:8
|
|
msgid "Odoo's **Fleet** app offers multiple ways of tracking accidents. Below are step-by-step instructions for one possible method to monitor accidents and repair costs."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/accidents.rst:12
|
|
msgid "Structure"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/accidents.rst:14
|
|
msgid "For this use case, go to :menuselection:`Fleet app --> Fleet --> Services`. On the :ref:`service form <fleet/service-form>`, two :ref:`service types <fleet/new-type>` are created: `Accident - Driver's Fault` and `Accident - No Fault`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/accidents.rst:18
|
|
msgid "This setup records repairs associated with accidents and organizes them by fault."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/accidents.rst:20
|
|
msgid "When an accident occurs, a service record is created. The specific repairs needed for the accident are logged in the *Description* of the service record, and the details about the accident are logged in the *Notes* section."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/accidents.rst:24
|
|
msgid "With this organizational structure, it is possible to view all accidents organized by fault, car, driver, or cost."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/accidents.rst:28
|
|
msgid "To manage accidents, the creation of service records is **required**."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/accidents.rst:30
|
|
msgid "Refer to the :doc:`service` documentation for detailed instructions on creating service records in Odoo's **Fleet** app."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/accidents.rst:34
|
|
msgid "Log accidents and repairs"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/accidents.rst:36
|
|
msgid "To log an accident and initiate the repair process, the first step is to :ref:`create a service record <fleet/service-form>` detailing the specific repairs needed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/accidents.rst:40
|
|
msgid "Some accidents require multiple repairs with several different vendors. For these scenarios, a separate service record is needed for each vendor performing repairs. To keep records organized, it is recommended to keep the *Notes* field identical, and attach the same important documentation, such as a police report."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/accidents.rst:45
|
|
msgid "Navigate to :menuselection:`Fleet app --> Fleet --> Services` to view the main :guilabel:`Services` dashboard. Click :guilabel:`New` in the top-left corner, and a blank service form loads."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/accidents.rst:50
|
|
msgid ":guilabel:`Description`: enter the description of repairs needed to fully repair the vehicle, such as `Bodywork`, `Windshield Replacement`, or `Replacement Bumper, Tires, and Windows`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/accidents.rst:52
|
|
msgid ":guilabel:`Service Type`: for this example, select either `Accident - Driver's Fault` or `Accident - No Fault`, depending on the situation."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/accidents.rst:55
|
|
msgid "When entering either of these two :guilabel:`Service Types` for the first time, type in the new service type, then click :guilabel:`Create (new service type)`. A :guilabel:`Create Service Type` pop-up window appears, with the new service type populating the :guilabel:`Name` field. In the :guilabel:`Category` field, select :guilabel:`Service` from the drop-down menu, then click the :guilabel:`Save & Close` button."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/accidents.rst:61
|
|
msgid "Once an accident service type has been added to the database, it is available to select from the drop-down menu in the :guilabel:`Service Type` field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/accidents.rst:63
|
|
msgid ":guilabel:`Date`: using the calendar popover window, select the date the accident occurred. Navigate to the desired month using the :icon:`fa-chevron-left` :icon:`fa-chevron-right` :guilabel:`(arrow)` icons, then click the date to select it."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/accidents.rst:66
|
|
msgid ":guilabel:`Cost`: leave this field blank, as the repair cost is not yet known."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/accidents.rst:67
|
|
msgid ":guilabel:`Vendor`: select the vendor performing the repairs using the drop-down menu. If the vendor has not already been entered in the system, type in the vendor name, and click either :guilabel:`Create` to add them, or :guilabel:`Create and edit...` to :ref:`add and configure the vendor <fleet/new-vendor>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/accidents.rst:71
|
|
msgid ":guilabel:`Vehicle`: select the vehicle that was in the accident from the drop-down menu. When the vehicle is selected, the :guilabel:`Driver` field is populated, and the unit of measure for the :guilabel:`Odometer Value` field appears."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/accidents.rst:74
|
|
msgid ":guilabel:`Driver`: the current driver listed for the selected vehicle populates this field when the :guilabel:`Vehicle` is selected. If a different driver was operating the vehicle when the accident occurred, select the correct driver from the drop-down menu."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/accidents.rst:77
|
|
msgid ":guilabel:`Odometer Value`: enter the odometer reading when the accident occurred. The units of measure are either in kilometers (:guilabel:`km`) or miles (:guilabel:`mi`), depending on how the selected vehicle was configured."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/accidents.rst:80
|
|
msgid ":guilabel:`NOTES`: enter the specific details of the accident at the bottom of the service form, such as `Hit a deer` or `Rear-ended at an intersection while stopped`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/accidents.rst:83
|
|
msgid "Odoo provides the ability to attach any important paperwork, such as repair estimates and police reports, to the service record. To do so, click the :icon:`fa-paperclip` :guilabel:`(paperclip)` icon, located in the *chatter* of the form, and a file explorer pop-up window appears. Navigate to the desired record, and click :guilabel:`Open` to upload the file."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/accidents.rst:89
|
|
msgid "Once a file is added to a service record, a :guilabel:`Files` section appears in the *chatter*. To attach more records, click :icon:`fa-plus-square` :guilabel:`Attach files` to add more documents."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/accidents.rst:-1
|
|
msgid "Enter the information for an accident repair."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/accidents.rst:97
|
|
msgid "Service stages"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/accidents.rst:99
|
|
msgid "In Odoo's **Fleet** app, there are four default service stages:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/accidents.rst:103
|
|
#: ../../content/applications/hr/recruitment/recruitment-flow.rst:18
|
|
msgid "New"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/accidents.rst:105
|
|
msgid "The default stage when a service record is created. The service has been requested, but repairs have not begun. The :guilabel:`Cost` field for this stage remains zero."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/accidents.rst:108
|
|
msgid "Running"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/accidents.rst:110
|
|
msgid "The repair is in-process, but not yet complete. The estimate for repairs is listed in the :guilabel:`Cost` field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/accidents.rst:113
|
|
msgid "Completed"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/accidents.rst:115
|
|
msgid "All repairs listed on the service form have been completed. The :guilabel:`Cost` field is updated to reflect the final total cost charged for the repairs."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/accidents.rst:118
|
|
msgid "Cancelled"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/accidents.rst:120
|
|
msgid "The service request has been cancelled."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/accidents.rst:122
|
|
msgid "During the repair process, change the service status to reflect the vehicle's current state in one of two ways: on the individual :ref:`service record <fleet/service_record>`, or in the :ref:`Kanban service view <fleet/Kanban>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/accidents.rst:129
|
|
msgid "Service record"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/accidents.rst:131
|
|
msgid "Open the main *Services* dashboard, by navigating to :menuselection:`Fleet app --> Fleet --> Services`. Next, click on the individual service record to open the detailed service form. Click the desired stage in the top-right corner, above the service form, to change the status."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/accidents.rst:-1
|
|
msgid "The stages as seen from the service form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/accidents.rst:143
|
|
msgid "Open the main *Services* dashboard, by navigating to :menuselection:`Fleet app --> Fleet --> Services`. First, click the :icon:`oi-view-kanban` :guilabel:`Kanban` icon in the top-right of the screen, which organizes all repairs by vehicle."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/accidents.rst:147
|
|
msgid "Next, remove the default :guilabel:`Service Type` filter in the search bar. Upon doing so, all services appear in a Kanban view, organized by their respective :guilabel:`Status`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/accidents.rst:150
|
|
msgid "Drag-and-drop the service record to the desired stage."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/accidents.rst:-1
|
|
msgid "The Kanban view of stages, with a card being dragged and dropped to the Running stage."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/accidents.rst:156
|
|
msgid "Accident reporting"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/accidents.rst:158
|
|
msgid "One of the main reasons to track accidents using the method outlined in this document is the ability to view the total accident cost, determine the safest drivers, and calculate the actual total cost for specific vehicles."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/accidents.rst:162
|
|
msgid "The main :ref:`Services dashboard <fleet/services_dashboard>` displays all the various accident information, while the :ref:`Reporting dashboard <fleet/reporting_dashboard>` displays the total cost for specific vehicles."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/accidents.rst:169
|
|
msgid "Services dashboard"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/accidents.rst:171
|
|
msgid "Navigate to :menuselection:`Fleet app --> Fleet --> Services` to view the :guilabel:`Services` dashboard. All service records are displayed in a :icon:`oi-view-list` :guilabel:`(List)` view, grouped alphabetically, by :guilabel:`Service Type`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/accidents.rst:175
|
|
msgid "The two service types created for accident tracking appear in the list: :guilabel:`Accident - Driver Fault` and :guilabel:`Accident - No Fault`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/accidents.rst:178
|
|
msgid "Each grouping displays the number of records within each type, and lists the individual records beneath each grouping title."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/accidents.rst:182
|
|
msgid "In this example, there are three accidents where the driver was at fault, and one accident that was not the driver's fault. This dashboard also displays the estimated total :guilabel:`Cost` for all the accidents in each group."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/accidents.rst:186
|
|
msgid "An estimated `$3,284.00` dollars are costs from driver-caused accident repairs. The no-fault accident has no cost associated with it, since the repair has not been completed, and no estimate exists yet."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/accidents.rst:0
|
|
msgid "Accident services, with the total costs highlighted."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/accidents.rst:194
|
|
msgid "The total :guilabel:`Cost` calculates **all** costs on the repair form, including estimated costs, as well as final repair costs. This number may not be accurate, if there are any repairs in the *Running* stage, and the final bill has not yet been calculated."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/accidents.rst:201
|
|
msgid "Reporting dashboard"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/accidents.rst:203
|
|
msgid "Navigate to :menuselection:`Fleet app --> Reporting --> Costs` to view the :menuselection:`Cost Analysis` report. This report displays a :icon:`fa-bar-chart` :guilabel:`(Bar Chart)` of all :guilabel:`Contract` and :guilabel:`Service` costs for the current year, organized by month (:guilabel:`Date : (year)`), by default. The :guilabel:`Sum`, represented by a gray dotted line, is the combined total of both the :guilabel:`Contract` and :guilabel:`Service` costs."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/accidents.rst:209
|
|
msgid "To view the total cost by vehicle, click the :icon:`fa-caret-down` :guilabel:`(Toggle Search Bar)` icon at the right of the search bar, revealing a drop-down menu. Click :guilabel:`Vehicle` in the :icon:`oi-group` :guilabel:`Group By` column, and the data is organized by vehicle."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/accidents.rst:213
|
|
msgid "This displays the true cost for each vehicle, including both the contract cost (such as the monthly vehicle lease cost) and all service costs, including all accidents. Hover over a column to reveal a data popover window, which displays the vehicle name and the total cost. This allows for a more complete view of the vehicle cost."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/accidents.rst:-1
|
|
msgid "The Cost Analysis report, displaying total costs by vehicle."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/accidents.rst:221
|
|
msgid "To view the individual cost details for both contract costs and repairs, click the :icon:`oi-view-pivot` :guilabel:`(Pivot)` icon in the top-right corner of the :guilabel:`Cost Analysis` dashboard. This displays each vehicle on a separate line, and displays the :guilabel:`Contract` cost and :guilabel:`Service` cost, as well as the :guilabel:`Total` cost."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/accidents.rst:-1
|
|
msgid "The Cost Analysis report, displaying the contract and service costs separately, as well as\n"
|
|
"the total."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/accidents.rst:231
|
|
msgid "The :icon:`oi-view-pivot` :guilabel:`(Pivot)` view organizes the data by vehicle, by default, therefore grouping the data by :guilabel:`Vehicle` is not required. If this filer is already activated, it does not affect the presented data."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/accidents.rst:236
|
|
msgid "Manage accident repairs"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/accidents.rst:238
|
|
msgid "For companies with multiple employees, who manage a large fleet of vehicles, displaying only service records in the :guilabel:`New` and :guilabel:`Running` stages can be time-saving, if there are a large number of records in the *Services* dashboard."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/accidents.rst:242
|
|
msgid "Navigate to :menuselection:`Fleet app --> Fleet --> Services`, where all service requests are organized by :guilabel:`Service Type`. Next, click the :icon:`fa-caret-down` :guilabel:`(Toggle Search Panel)` icon at the right of the search bar, revealing a drop-down menu. Click :guilabel:`Add Custom Filter` in the :icon:`fa-filter` :guilabel:`Filters` column, and a :guilabel:`Add Custom Filter` pop-up window appears."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/accidents.rst:248
|
|
msgid "Three drop-down fields need to be configured on the pop-up window."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/accidents.rst:250
|
|
msgid "In the first field, scroll down, and select :guilabel:`Stage`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/accidents.rst:252
|
|
msgid "Leave the second field set to :guilabel:`=`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/accidents.rst:254
|
|
msgid "Select :guilabel:`Running` from the drop-down menu in the last field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/accidents.rst:256
|
|
msgid "Next, click the :icon:`fa-plus` :guilabel:`(plus)` icon to the right of the last field, and an identical rule appears beneath the current rule."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/accidents.rst:259
|
|
msgid "Then, change :guilabel:`Running` to :guilabel:`New` in the third field of the second rule, leaving the other fields as-is."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/accidents.rst:262
|
|
msgid "Click the :guilabel:`Add` button at the bottom to add the new custom filter."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/accidents.rst:-1
|
|
msgid "The filter settings to be added to only display new and running services."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/accidents.rst:267
|
|
msgid "This slight modification only presents services in the :guilabel:`New` and :guilabel:`Running` stages. This is a helpful report for a company managing a high number of repairs at any given time."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/accidents.rst:270
|
|
msgid "To have this report appear as the default report when opening the :guilabel:`Services` dashboard, click the :icon:`fa-caret-down` :guilabel:`(Toggle Search Panel)` icon at the far-right of the search bar. Next, click :guilabel:`Save current search`, beneath the :icon:`fa-star` :guilabel:`Favorites` column, which reveals another drop-down column beneath it. Tick the checkbox beside :guilabel:`Default Filter`, then click :guilabel:`Save`. Then, this customized :guilabel:`Services` dashboard appears, by default, any time the :guilabel:`Services` dashboard is accessed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/models.rst:3
|
|
msgid "Models & manufacturers"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/models.rst:5
|
|
msgid "Odoo's **Fleet** app categorizes each vehicle by *manufacturer* and *model* (e.g. `BMW`, `X2`). Before the vehicle can be added to the Odoo database, its :ref:`manufacturer <fleet/manufacturers>` and a :ref:`model <fleet/add-model>` records must already exist in the database."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/models.rst:12
|
|
msgid "Manufacturers"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/models.rst:14
|
|
msgid "Odoo's **Fleet** app comes preconfigured with sixty-six commonly used car and bicycle manufacturers in the database, along with their logos. To view the pre-loaded manufacturers, go to :menuselection:`Fleet app --> Configuration --> Manufacturers`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/models.rst:18
|
|
msgid "The default filter, :guilabel:`With Models`, displays only manufacturers that already have vehicle models. Remove the default filter to view *all* manufacturers."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/models.rst:21
|
|
msgid "Manufacturers re listed alphabetically, and each card shows how many specific :ref:`models <fleet/models>` are configured for each particular manufacturer."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/models.rst:-1
|
|
msgid "Manufacturer card with the amount of models listed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/models.rst:30
|
|
msgid "Add a manufacturer"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/models.rst:32
|
|
msgid "To add a new manufacturer to the database, click :guilabel:`New` in the upper-left corner, to open a blank manufacturers form. Type the name of the manufacturer in the :guilabel:`Name` field, and select an image to upload for the logo."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/models.rst:39
|
|
msgid "Models"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/models.rst:41
|
|
msgid "When adding a vehicle to the fleet, specify the vehicle model to maintain updated records, which keeps track of specific details, like maintenance schedules and parts compatibility."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/models.rst:44
|
|
msgid "Unlike :ref:`manufacturers <fleet/manufacturers>`, models do **not** come preconfigured in the **Fleet** app. When a new vehicle model joins the fleet, the model (and, if necessary, the manufacturer) **must** be :ref:`added to the database <fleet/add-model>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/models.rst:51
|
|
msgid "Add a model"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/models.rst:53
|
|
msgid "To add a new vehicle model, navigate to :menuselection:`Fleet app --> Configuration --> Models`. Click :guilabel:`New` in the upper-left corner, and enter the following information on the new model form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/models.rst:58
|
|
msgid "Depending on the installed :doc:`localization <../../finance/fiscal_localizations>`, some fields or sections may not appear."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/models.rst:61
|
|
msgid ":guilabel:`Model name`: Enter the model name in the field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/models.rst:62
|
|
msgid ":guilabel:`Manufacturer`: Using the drop-down menu, select the manufacturer. If it is not configured, :ref:`add the manufacturer <fleet/add-manufacturers>`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/models.rst:64
|
|
msgid ":guilabel:`Vehicle Type`: Using the drop-down menu, select one of two preconfigured vehicle types, either :guilabel:`Car` or :guilabel:`Bike`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/models.rst:68
|
|
msgid "Additional vehicle types can **not** be added. **Fleet** keeps them fixed to preserve its **Payroll** integration, where vehicles may count as employee benefits."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/models.rst:71
|
|
msgid ":guilabel:`Category`: Using the drop-down menu, select a :ref:`category <fleet/categories>` for the vehicle or :ref:`create a new one <fleet/new-category>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/models.rst:75
|
|
msgid "Information tab"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/models.rst:77
|
|
msgid "In the :guilabel:`Information` tab, specify details about the car model, such as the car size, passenger capacity, cost settings (applicable to the Belgium localization only), and engine information."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/models.rst:82
|
|
msgid "Model"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/models.rst:84
|
|
msgid ":guilabel:`Seats Number`: Enter how many passengers the vehicle can accommodate."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/models.rst:85
|
|
msgid ":guilabel:`Doors Number`: Enter the number of doors the vehicle has."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/models.rst:86
|
|
msgid ":guilabel:`Model Year`: Enter the year the vehicle was manufactured."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/models.rst:87
|
|
msgid ":guilabel:`Trailer Hitch`: Tick this checkbox if the vehicle has a trailer hitch installed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/models.rst:90
|
|
#: ../../content/applications/hr/payroll.rst:358
|
|
msgid "Salary"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/models.rst:92
|
|
msgid "The :guilabel:`Salary` section **only** appears if the company has their localization setting set to Belgium. The cost values are all *monthly*, with the exception of the :guilabel:`Catalog Value (VAT Incl.)`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/models.rst:96
|
|
msgid ":guilabel:`Can be requested`: Tick this checkbox if employees can request this model vehicle, if a vehicle is part of their employee contract."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/models.rst:98
|
|
msgid ":guilabel:`Catalog Value (VAT Incl.)`: enter the :abbr:`MSRP (Manufacturer's Suggested Retail Price)` for the vehicle at the time of purchase or lease."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/models.rst:100
|
|
msgid ":guilabel:`C02 fee`: Represents the carbon dioxide emission fee paid to the Belgian government. This value is automatically calculated, based on Belgian laws and regulations, and **cannot** be modified. The value is based on the figure entered in the :guilabel:`CO2 Emissions` field (in the :guilabel:`Engine` section of the :guilabel:`Information` tab) on the vehicle form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/models.rst:106
|
|
msgid "Modifying the :guilabel:`CO2 Emissions` field adjusts the value in the :guilabel:`CO2 fee` field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/models.rst:108
|
|
msgid ":guilabel:`Cost (Depreciated)`: Enter the monthly vehicle cost, which appears in the salary configurator for future employees. This value impacts the gross and net salary of the employee assigned to the vehicle. This figure is depreciated over time, according to local tax laws. The :guilabel:`Cost (Depreciated)` does **not** depreciate automatically on the *vehicle model*, it only depreciates based on the *contract* linked to a specific vehicle."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/models.rst:113
|
|
msgid ":guilabel:`Total Cost (Depreciated)`: This value is the combination of the :guilabel:`Cost (Depreciated)` and the :guilabel:`C02 fee` fields. It also depreciated over time."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/models.rst:117
|
|
msgid "Engine"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/models.rst:119
|
|
msgid ":guilabel:`Fuel Type`: Using the drop-down menu, select the type of fuel the vehicle uses. The default options are :guilabel:`Diesel`, :guilabel:`Gasoline`, :guilabel:`Full Hybrid` :guilabel:`Plug-in Hybrid Diesel`, :guilabel:`Plug-in Hybrid Gasoline`, :guilabel:`CNG`, :guilabel:`LPG`, :guilabel:`Hydrogen`, or :guilabel:`Electric`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/models.rst:123
|
|
msgid ":guilabel:`Range`: Enter the distance the vehicle can travel on one tank of gas, or one battery charge, in kilometers."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/models.rst:125
|
|
msgid ":guilabel:`CO2 Emissions`: Enter the average carbon dioxide emissions the vehicle produces in grams per kilometer (g/km). This information is provided by the car manufacturer."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/models.rst:127
|
|
msgid ":guilabel:`CO2 Standard`: Enter the standard amount of carbon dioxide in grams per kilometer (g/km) for a similar-sized vehicle."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/models.rst:129
|
|
msgid ":guilabel:`Transmission`: Using the drop-down menu, select the type of transmission, either :guilabel:`Manual` or :guilabel:`Automatic`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/models.rst:131
|
|
msgid ":guilabel:`Power Unit`: Using the drop-down menu, select how the vehicle's power is measured, either in kilowatts or horsepower."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/models.rst:133
|
|
msgid ":guilabel:`Power`: If the vehicle is electric or hybrid, enter the power the vehicle uses in kilowatts (:guilabel:`kW`). This field only appears if :guilabel:`kW` is selected for the :guilabel:`Power` field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/models.rst:136
|
|
msgid ":guilabel:`Horsepower`: Enter the vehicle's horsepower in this field. This field only appears if :guilabel:`Horsepower` is selected for the :guilabel:`Power` field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/models.rst:138
|
|
msgid ":guilabel:`Horsepower Taxation`: Enter the amount that is taxed, based on the size of the vehicle's engine. This is determined by local taxes and regulations, and varies depending on the location. It is recommended to check with the accounting department to ensure this value is correct. This field only appears if :guilabel:`Horsepower` is selected for the :guilabel:`Power` field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/models.rst:143
|
|
msgid ":guilabel:`Horsepower Taxation`: Enter the amount of taxes incurred according to the engine specifications. The number is dependent on the local tax laws, therefore it is recommended to check with the accounting department to ensure the correct taxation amount is entered. This field only appears if the :guilabel:`Power` field is set to :guilabel:`Horsepower`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/models.rst:147
|
|
msgid ":guilabel:`Tax Deduction`: The percentage that can be deducted from taxes is populated based on the localization, and **cannot** be modified. This field only appears for certain localizations."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/models.rst:151
|
|
msgid "Vendors tab"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/models.rst:153
|
|
msgid "Specify the vendors a vehicle can be purchased from in this tab. With proper setup, :doc:`requests for quotations <../../inventory_and_mrp/purchase/manage_deals/rfq>` for vehicles can be created through Odoo's **Purchase** app."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/models.rst:157
|
|
msgid "To add a vendor, click :guilabel:`Add` in the upper-left corner of the :guilabel:`Vendors` tab. This opens an :guilabel:`Add: Vendors` pop-up window, with a list of all the vendors currently in the database. Add a vendor by ticking the checkbox next to the vendor name, then click :guilabel:`Select`. No limitations exist on the number of vendors that can be added to this list."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/models.rst:162
|
|
msgid "If a vendor is *not* already in the database, add a vendor by clicking :guilabel:`New` in the bottom-left of the :guilabel:`Add: Vendors` pop-up window. In the :guilabel:`Create Vendors` form that appears, enter the necessary information, then click :guilabel:`Save & Close` to add the vendor, or click :guilabel:`Save & New` to add the current vendor and create another new vendor."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/models.rst:-1
|
|
msgid "Vendor form to fill out when adding a new vendor."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/models.rst:173
|
|
msgid "Model category"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/models.rst:175
|
|
msgid "To aid with fleet organization, it is recommended to have vehicle models housed under a specific category. Model categories are set on the :ref:`vehicle model form <fleet/add-model>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/models.rst:178
|
|
msgid "Odoo does **not** come with any categories preconfigured; all categories **must** be added."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/models.rst:180
|
|
msgid "To view any categories currently set up in the database, navigate to :menuselection:`Fleet app --> Configuration --> Categories`. All categories are displayed in a list view."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/models.rst:186
|
|
msgid "Add a new model category"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/models.rst:188
|
|
msgid "To add a new category, click the :guilabel:`New` button in the top-left corner of the :guilabel:`Categories` dashboard. A new entry line appears at the bottom of the list. Type in the new category, then either click :guilabel:`Save`, or click anywhere on the screen, to save the entry."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/models.rst:193
|
|
msgid "To reorganize how the categories appear in the list, click on the :icon:`oi-draggable` :guilabel:`(draggable)` icon to the left of any desired category name, and drag the line to the desired position."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/models.rst:197
|
|
msgid "The order of the list does *not* affect the database in any way. However, it may be preferable to view the vehicle categories in a specific order, for example, by size, or the number of passengers the vehicle can carry."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/models.rst:202
|
|
msgid "When used with the **Inventory** app, the :guilabel:`Max Weight` and :guilabel:`Max Volume` fields track a vehicle's capacity. This helps manage in-house deliveries by :doc:`showing how much space and weight remain for loading products <../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:3
|
|
msgid "Adding vehicles"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:5
|
|
msgid "Odoo's **Fleet** app manages all vehicles, and the accompanying documentation that comes with vehicle maintenance and driver records."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:8
|
|
msgid "Upon opening the :menuselection:`Fleet` application, all vehicles are organized within the :guilabel:`Vehicles` dashboard, which is the default dashboard. Each vehicle is displayed in its corresponding Kanban stage, based on its status. The default stages are :guilabel:`New Request`, :guilabel:`To Order`, :guilabel:`Registered`, and :guilabel:`Downgraded`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:18
|
|
msgid "Before registering any vehicles, review two **Fleet** settings that directly affect day-to-day operations and employee benefits:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:21
|
|
msgid ":ref:`End Date Contract Alert <fleet/end-contract>` — emails the contract's *Responsible* person a set number of days before the vehicle agreement expires, so renewals or returns aren't missed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:23
|
|
msgid ":ref:`New Vehicle Request <fleet/request>` — (Belgian Payroll localization only) blocks employees from requesting a new company car through the salary configurator, once the available vehicles already exceeds the defined limit, helping control benefits costs."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:27
|
|
msgid "To access the settings menu, go to :menuselection:`Fleet app --> Configuration --> Settings`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:32
|
|
msgid "End Date Contract Alert"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:34
|
|
msgid "The :guilabel:`End Date Contract Alert` field shows how many days before the end of a vehicle contract an alert should be sent. The :ref:`responsible parties <fleet/responsible>` receive an email informing them that a vehicle contract is about to expire in the number of days defined in this field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:-1
|
|
msgid "Settings available for the Fleet application."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:45
|
|
msgid "Responsible parties"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:47
|
|
msgid "To determine the responsible person is for a contract, open an individual contract. The person listed as :guilabel:`Responsible` under the :guilabel:`Contract Information` section of the contract receives the alert."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:51
|
|
msgid "To open a contract from a list of all contracts, navigate to :menuselection:`Fleet app --> Fleet --> Contracts` and all contracts appear in the list. Click on a :guilabel:`Contract` to open it. In the :guilabel:`Information` section of the contract, look under :guilabel:`Responsible` to see who receives expiration alerts."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:56
|
|
msgid "An individual contract can also be opened from a specific vehicle by navigating to :menuselection:`Fleet app --> Fleet --> Fleet` and clicking on an individual vehicle. On the vehicle form, click the :guilabel:`Contracts` smart button at the top of the page. Only contracts associated with the vehicle appear in the list. Click on an individual contract to open it. The :guilabel:`Responsible` person is listed on the contract."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:65
|
|
msgid "New Vehicle Request (Belgian Payroll - Fleet)"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:67
|
|
msgid "Enter the maximum fleet size that may be reached through the salary-configurator flow. When the total number of available vehicles (vehicles without an assigned driver) is equal to or below this limit, employees can request a new company car. Once the available vehicles exceeds the limit, the request option is hidden."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:73
|
|
msgid "If the :guilabel:`New Vehicle Request` limit is set to 20 vehicles, and there are 25 vehicles available, employees cannot request a new car and must select from the 25 already available. If there are only 10 cars available, then the employee would be able to request a new vehicle."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:78
|
|
msgid "This settings option **only** appears if the :guilabel:`Belgian-Payroll-Fleet` module is installed for the Belgian localization."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:82
|
|
msgid "Add a vehicle"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:84
|
|
msgid "To add a new vehicle to the fleet from the :guilabel:`Vehicles` dashboard, click the :guilabel:`New` button in the top-left corner, and a blank vehicle form loads. Then, proceed to enter the vehicle information on the vehicle form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:91
|
|
msgid "Vehicle form fields"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:93
|
|
msgid ":guilabel:`Model`: Using the drop-down menu, select the vehicle's model. Once a model is selected, additional fields may appear on the form. If the model is not listed, type in the model name, and click either :guilabel:`Create \"model\"`, or :guilabel:`Create and edit...` to :ref:`create a new model and edit the model details <fleet/add-model>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:97
|
|
msgid ":guilabel:`License Plate`: Enter the vehicle's license plate number."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:98
|
|
msgid ":guilabel:`Tags`: Select any tags from the drop-down menu, or type in a new tag. There is no limit on the amount of tags that can be selected."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:-1
|
|
msgid "The new vehicle form, showing the model section."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:105
|
|
msgid "The :guilabel:`Model` is the *only* required field on the new vehicle form. When a model is selected, other fields appear on the vehicle form, and relevant information auto-populates the fields that apply to the model. If some of the fields do not appear, this may indicate there is no model selected."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:113
|
|
msgid "Driver"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:115
|
|
msgid "This section of the vehicle form relates to the person who is currently driving the car, as well as any plans for a change in the driver in the future, and when."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:118
|
|
msgid ":guilabel:`Driver`: Using the drop-down menu, select the driver for the vehicle. If the driver is not listed, :ref:`create the new driver, and edit the driver details <fleet/new_vehicle/add-driver>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:123
|
|
msgid "A driver does *not* have to be an employee. When creating a new driver, the driver is added to the **Fleet** app, *not* the **Employees** app."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:126
|
|
msgid "If the **Contacts** app is installed, the driver information is also stored there."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:128
|
|
msgid ":guilabel:`Mobility Card`: If the selected driver has a mobility card (such as a gas card) listed on their employee record in the **Employees** application, the mobility card number automatically appears in this field. If there is no mobility card listed, and one should be added, :ref:`edit the employee record <employees/hr-settings>` in the **Employees** application."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:132
|
|
msgid ":guilabel:`Future Driver`: If the next driver for the vehicle is known, select the next driver from the drop-down menu. Or, type in the next driver and click either :guilabel:`Create \"future driver\"` or :guilabel:`Create and edit...` to :ref:`create a new future driver, and edit the driver details <fleet/new_vehicle/add-driver>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:138
|
|
msgid "If this field is populated, a :guilabel:`Apply New Driver` button appears on the vehicle form. Click the :guilabel:`Apply New Driver` button to change the driver information."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:141
|
|
msgid ":guilabel:`Plan To Change Car`: Tick this box when the current driver already knows they'll switch to another vehicle, whether they are awaiting an ordered car, using this one only temporarily, or are leaving the company."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:144
|
|
msgid ":guilabel:`Assignment Date`: Using the calendar selector, select when the vehicle is available for another driver. If this field is left blank, that indicates the vehicle is currently available, and can be assigned to another driver. If it is populated, the vehicle is not available for another driver until the selected date."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:148
|
|
msgid ":guilabel:`Company`: Select the company from the drop-down menu. This field only appears in a multi-company database."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:154
|
|
msgid "Create a new driver"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:156
|
|
msgid "If a driver is not already in the system, the new driver should first be configured and added to the database. A new driver can be added either from the :guilabel:`Driver` or :guilabel:`Future Driver` fields on the :ref:`vehicle form <fleet/new_vehicle/vehicle-form>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:160
|
|
msgid "First, type in the name of the new driver in either the :guilabel:`Driver` or :guilabel:`Future Driver` field, then click :guilabel:`Create and edit...`. A :guilabel:`Create Driver` or :guilabel:`Create Future Driver` form appears, depending on which field initiated the form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:164
|
|
msgid "Both the :guilabel:`Create Driver` and :guilabel:`Create Future Driver` forms are identical, and are stored in the **Contacts** app. :doc:`Configure the new contact <../../essentials/contacts>`, then click :guilabel:`Save & Close`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:169
|
|
msgid "Depending on the installed applications, different tabs or fields may be visible on the :guilabel:`Create Driver` and :guilabel:`Create Future Driver` forms."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:175
|
|
msgid "Vehicle"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:177
|
|
msgid "This section captures key physical details of a vehicle. Selecting an existing Model may auto-fill some fields."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:180
|
|
msgid "Fill in the following fields on the form:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:182
|
|
msgid ":guilabel:`Category`: Using the drop-down menu, select the vehicle category from the available options. If the **Inventory** app is installed, the category affects any configured :doc:`dispatch management system <../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:186
|
|
msgid ":guilabel:`Order Date`: Using the calendar selector, select the date the vehicle was ordered. Keeping track of how long vehicles have been in the fleet can help when making decisions on expensive repairs, or help decide when to surrender a vehicle."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:189
|
|
msgid ":guilabel:`Registration Date`: Using the calendar selector, select the date the vehicle was registered. Many regions require proper registration, so keeping track of registration dates is important."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:192
|
|
msgid ":guilabel:`Cancellation Date`: Using the calendar selector, select the date the vehicle lease expires, or when the vehicle is no longer part of the fleet (e.g., sold, plates surrendered)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:194
|
|
msgid ":guilabel:`Chassis Number`: Enter the chassis number in the field. This is known in some countries as the :abbr:`VIN (Vehicle Identification Number)` number. Every vehicle has a unique number, so in the event of a theft or accident, a vehicle can be identified with this unique number."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:197
|
|
msgid ":guilabel:`Last Odometer`: Enter the last known odometer reading in the number field. Using the drop-down menu next to the number field, select whether the odometer reading is in kilometers :guilabel:`(km)` or miles :guilabel:`(mi)`. Keeping track of a vehicle's mileage is crucial when determining the value of the vehicle for both tax purposes and resale value."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:201
|
|
msgid ":guilabel:`Fleet Manager`: Select the fleet manager from the drop-down menu, or type in a new fleet manager, and click either :guilabel:`Create` or :guilabel:`Create and edit...`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:203
|
|
msgid ":guilabel:`Location`: Type in the specific location where the vehicle is typically located in this field. The entry should clearly explain where the vehicle can be found, such as `Main Garage` or `Building 2 Parking Lot`. This is crucial information for companies with many locations where vehicles are stored."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:-1
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:-1
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:-1
|
|
msgid "The new vehicle form, showing the vehicle tax section."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:212
|
|
msgid "Tax Info tab"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:214
|
|
msgid "Depending on the localization setting for the database, and what additional applications are installed, other fields may be present on the form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:217
|
|
msgid "The sections below are default and appear for all vehicles, regardless of other installed applications or localization settings."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:221
|
|
msgid "Fiscality"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:223
|
|
msgid ":guilabel:`Horsepower Taxation`: Enter the amount that is taxed based on the size of the vehicle's engine. This is determined by local taxes and regulations, and varies depending on the location. It is recommended to check with the accounting department to ensure this value is correct."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:226
|
|
msgid ":guilabel:`Disallowed Expenses Rate`: Configure the dates and percentages of the vehicle-related costs (fuel, maintenance, depreciation, etc.) that **cannot** be deducted from the company's taxable income."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:231
|
|
msgid "Contract"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:233
|
|
msgid ":guilabel:`First Contract Date`: Select the start date for the vehicle's first contract using the calendar selector. Typically this is the day the vehicle is purchased or leased."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:235
|
|
msgid ":guilabel:`Catalog Value (VAT Incl.)`: Enter the :abbr:`MSRP (Manufacturer's Suggested Retail Price)` for the vehicle at the time of purchase or lease."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:237
|
|
msgid ":guilabel:`Purchase Value`: Enter the purchase price or the original value of the lease for the vehicle."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:239
|
|
msgid ":guilabel:`Residual Value`: Enter the current value of the vehicle."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:242
|
|
msgid "The values listed above affect the accounting department. It is recommended to check with the accounting department for more information and/or assistance with these values."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:249
|
|
msgid "Model tab"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:251
|
|
msgid "If the model for the new vehicle is already configured in the database, the :guilabel:`MODEL` and :guilabel:`ENGINE` sections are populated with the corresponding information. If the model is *not* already in the database and the :guilabel:`Model` tab needs to be configured, :ref:`configure the new vehicle model <fleet/add-model>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:256
|
|
msgid "Check the information in the :guilabel:`Model` tab to ensure it is accurate. For example, the color of the vehicle, or if a trailer hitch is installed, are examples of common information that may need updating."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:261
|
|
msgid "Note tab"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:263
|
|
msgid "Enter any notes for the vehicle in this section."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:269
|
|
msgid ":doc:`../fleet/models`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:270
|
|
msgid ":doc:`../fleet/service`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/new_vehicle.rst:271
|
|
msgid ":doc:`../fleet/accidents`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:3
|
|
msgid "Services"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:5
|
|
msgid "To properly maintain a fleet of vehicles, regular maintenance as well as periodic repairs are needed. Scheduling repairs and managing services for an entire fleet is necessary to ensure all vehicles are in good working order when they are needed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:9
|
|
msgid "Services, such as regular maintenance, like oil changes or tire rotations, can be logged in advance. Other repairs are logged as they occur."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:15
|
|
msgid "Create service records"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:17
|
|
msgid "To log a service for a vehicle, go to the main :guilabel:`Services` dashboard by navigating to :menuselection:`Fleet app --> Fleet --> Services`. Open a new service form by clicking the :guilabel:`New` button in the top-left corner."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:21
|
|
msgid "Fill out the information on the form. The only two fields that are required to be populated are :guilabel:`Service Type` and :guilabel:`Vehicle`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:24
|
|
msgid "The fields on the form are:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:26
|
|
msgid ":guilabel:`Description`: Enter a brief description of the service in this field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:27
|
|
msgid ":guilabel:`Service Type`: Using the drop-down menu, select the type of service performed. If the desired service does not exist, enter a new type of service, and click either :guilabel:`Create \"(service type)\"` or :guilabel:`Create and edit...` to :ref:`add the service type and configure it <fleet/new-type>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:33
|
|
msgid "Only one :guilabel:`Service Type` comes preconfigured in Odoo: :guilabel:`Vendor Bill`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:35
|
|
msgid ":guilabel:`Date`: Using the calendar selector, select the date the service was provided, or is scheduled to be performed. Navigate to the desired month using the :icon:`oi-chevron-left` :icon:`oi-chevron-right` :guilabel:`(arrow)` icons, then click on the date to select it."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:38
|
|
msgid ":guilabel:`Cost`: Enter the estimated cost of the service, if available. If the service is for a future repair, this field should be left blank. This field is updated as estimates are received, and again, when the final repair cost is known."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:41
|
|
msgid ":guilabel:`Vendor`: Using the drop-down menu, select the vendor who is performing the service. If the vendor has not already been entered in the system, :ref:`add and configure the vendor <fleet/new-vendor>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:44
|
|
msgid ":guilabel:`Vehicle`: Using the drop-down menu, select the vehicle that was serviced. When the vehicle is selected, the :guilabel:`Driver` field is populated, and the unit of measure for the :guilabel:`Odometer Value` field appears."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:47
|
|
msgid ":guilabel:`Driver`: The vehicle's current driver automatically populates this field when the :guilabel:`Vehicle` is selected. If the driver needs to be changed, another driver can be selected using the drop-down menu."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:50
|
|
msgid ":guilabel:`Odometer Value`: Enter the odometer reading from when the service was done. The units of measure are either in kilometers (:guilabel:`km`) or miles (:guilabel:`mi`), depending on how the selected vehicle was configured."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:55
|
|
msgid "To change from kilometers to miles, or vice versa, click the :icon:`oi-arrow-right` :guilabel:`(Internal Link)` icon to the right of the vehicle selected in the :guilabel:`Vehicle` field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:59
|
|
msgid "Change the unit of measure, then navigate back to the service form, via the breadcrumb links. The unit of measure is then updated in the :guilabel:`Odometer Value` field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:62
|
|
msgid ":guilabel:`NOTES`: Enter any notes for the repair at the bottom of the service form. For example, this can include estimate details or parts being replaced."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:-1
|
|
msgid "Enter the information for a new service. The required fields are Service Type and Vehicle."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:71
|
|
msgid "Create service type"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:73
|
|
msgid "The **only** method to create service types is from a :ref:`service form <fleet/service-form>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:75
|
|
msgid "On the :ref:`service form <fleet/service-form>`, type in the name of the new :guilabel:`Service Type` in the corresponding field. Then, click :guilabel:`Create and edit...`, and a :guilabel:`Create Service Type` pop-up form appears."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:79
|
|
msgid "The service type entered on the service form automatically populates the :guilabel:`Name` field, which can be modified, if desired."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:82
|
|
msgid "Then, select the :guilabel:`Category` for the new service type from the drop-down menu in that field. The two default options to choose from are :guilabel:`Contract` or :guilabel:`Service`. Additional categories **cannot** be created."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:86
|
|
msgid "If the service applies to **only** contracts or services, select the corresponding :guilabel:`Category`. If the service applies to **both** contracts *and* services, leave this field blank."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:90
|
|
msgid "When done, click :guilabel:`Save & Close`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:95
|
|
msgid "Create vendor"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:97
|
|
msgid "When a service is performed for the first time, typically, the vendor's record has not yet been added to the database. It is best practice to add the full details for a vendor in the database, so that any necessary information can be retrieved."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:101
|
|
msgid "Vendors are added with the **Contacts** app. Refer to the :doc:`documentation <../../essentials/contacts>` for more details."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:105
|
|
msgid "Different tabs or fields may be visible on the :guilabel:`Create Vendor` form, depending on what other applications are installed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:109
|
|
msgid "View services"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:111
|
|
msgid "To view all services logged in the database, including old and new requests, navigate to :menuselection:`Fleet app --> Fleet --> Services`. All services appear in a list view, including all the details for each service."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:115
|
|
msgid "The service records are grouped by :ref:`service type <fleet/new-type>`. The number of repairs for each service type appears in parentheses after the name of the service type."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:118
|
|
msgid "Each service listed displays the following information:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:120
|
|
msgid ":guilabel:`Date`: the date that the service, or repair, was performed (or requested to be performed)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:122
|
|
msgid ":guilabel:`Description`: a short description of the specific type of service, or repair, performed to clarify the specific service."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:124
|
|
msgid ":guilabel:`Service Type`: the type of service, or repair, performed. This is selected from a list of services that :ref:`must be configured <fleet/new-type>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:126
|
|
msgid ":guilabel:`Vehicle`: the specific vehicle the service was performed on."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:127
|
|
msgid ":guilabel:`Driver`: the current driver for the vehicle."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:128
|
|
msgid ":guilabel:`Vendor`: the specific vendor who performed the service, or repair."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:129
|
|
msgid ":guilabel:`Notes`: any information associated with the service, or repair, that is documented to add clarification."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:131
|
|
msgid ":guilabel:`Cost`: the total cost of the service, or repair."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:132
|
|
msgid ":guilabel:`Stage`: the status of the service, or repair. Options are :guilabel:`New`, :guilabel:`Running`, :guilabel:`Done`, or :guilabel:`Cancelled`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:135
|
|
msgid "At the bottom of the :guilabel:`Cost` column, the total cost of all services and repairs are listed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/fleet/service.rst:-1
|
|
msgid "The full list of services in the Odoo database."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk.rst:5
|
|
msgid "Frontdesk"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk.rst:7
|
|
msgid "The Odoo **Frontdesk** application provides a way for visitors to check in to a building or location, and alert the person they are meeting about their arrival. Additionally, they can request a preconfigured beverage to be brought to them, while they wait."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk.rst:11
|
|
msgid "This application is ideal for businesses that do **not** have someone working at a reception desk, or locations **without** a designated waiting area available to guests and visitors."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk.rst:17
|
|
msgid "The first item to configure with the **Frontdesk** application is the station, followed by any drink selections that might optionally be offered."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk.rst:23
|
|
msgid "Stations"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk.rst:25
|
|
msgid "In Odoo's **Frontdesk** application, a *Station* can be thought of as any location where someone can sign in and wait for an employee. This is typically some form of waiting room, such as a lobby. Each station has a kiosk where visitors check in."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk.rst:29
|
|
msgid "When setting up the **Frontdesk** application, a minimum of one station **must** be configured, but there is no limit to how many stations can be created and configured."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk.rst:32
|
|
msgid "To create a station, navigate to :menuselection:`Frontdesk app --> Configuration --> Stations`, and click :guilabel:`New`. When clicked, a blank frontdesk form appears."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk.rst:37
|
|
msgid ":guilabel:`Frontdesk Name`: enter a name for the specific frontdesk location. This should be short and identifiable, such as `Reception Desk` or `Main Lobby`. This field is required in order to create a station."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk.rst:40
|
|
msgid ":guilabel:`Responsibles`: select the person (or persons) who are alerted when a visitor checks in using this specific frontdesk. Multiple selections can be entered. This field is required in order to create a station."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk.rst:43
|
|
msgid ":guilabel:`Kiosk URL`: this field auto-populates once the frontdesk form is saved, with at least the :guilabel:`Frontdesk Name` and :guilabel:`Responsibles` fields filled. To save manually, click the :icon:`fa-cloud-upload` :guilabel:`(Save manually)` icon located at the top of the form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk.rst:47
|
|
msgid "Once saved, a URL is generated in the :guilabel:`Kiosk URL` field. This URL is one way the frontdesk kiosk is accessed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk.rst:50
|
|
msgid "To access the kiosk, click the :guilabel:`Copy` button at the end of the URL, and navigate to that URL in a web browser. This URL opens that specific station's frontdesk sign-in page."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk.rst:54
|
|
msgid "To add an image/photo to a frontdesk form, hover over the :guilabel:`(camera with a '+' sign)` icon in the top-right of the form to reveal a :icon:`fa-pencil` :guilabel:`(Edit)` icon."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk.rst:57
|
|
#: ../../content/applications/hr/frontdesk.rst:171
|
|
#: ../../content/applications/hr/frontdesk.rst:186
|
|
msgid "Click on the :icon:`fa-pencil` :guilabel:`(Edit)` icon to open a file explorer, navigate to the desired image/photo file, then click :guilabel:`Open` to select it."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk.rst:60
|
|
msgid "The image selected for the station photo appears as the background image for the station kiosk."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk.rst:63
|
|
msgid "Options tab"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk.rst:67
|
|
msgid ":guilabel:`Host Selection`: if the visitor is attending a meeting, this option allows the visitor to select the meeting host from a presented list, and notify that individual. When enabled, additional fields appear, as detailed below."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk.rst:70
|
|
msgid ":guilabel:`Authenticate Guest`: if additional information is required when a guest checks in, enable this option, and select which of the following are required:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk.rst:73
|
|
msgid ":guilabel:`Email`: select whether the guest's email address is :guilabel:`Required`, :guilabel:`Optional`, or if the information is not requested at all (:guilabel:`None`)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk.rst:75
|
|
msgid ":guilabel:`Phone`: select whether the guest's phone number is :guilabel:`Required`, :guilabel:`Optional`, or if the information is not requested at all (:guilabel:`None`)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk.rst:77
|
|
msgid ":guilabel:`Organization`: select whether the guest's organization is :guilabel:`Required`, :guilabel:`Optional`, or if the information is not requested at all (:guilabel:`None`)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk.rst:80
|
|
msgid ":guilabel:`Theme`: select the color mode of the kiosk. Choose either :guilabel:`Light` or :guilabel:`Dark`. The :guilabel:`Light` selection displays a pale gray background on the kiosk, whereas the :guilabel:`Dark` selection displays a dark gray and black background."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk.rst:83
|
|
msgid ":guilabel:`Self Check-In`: enable this option to present a check-in QR code on the kiosk. The QR code allows guests to check in using their mobile device, instead of using the kiosk. This option is recommended for a busy kiosk with multiple guests checking in at any time."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk.rst:86
|
|
msgid ":guilabel:`Offer Drinks`: enable this option to offer guests a drink upon check in. If this option is enabled, it is necessary to :ref:`configure the drinks being offered <frontdesk/drinks>`, via the :guilabel:`Configure Drinks` link that appears when the option is enabled. Once all drink options are configured, select each drink to be offered using the drop-down menu."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk.rst:92
|
|
msgid "The following options are only visible in the :guilabel:`Options` tab if the :ref:`Host Selection <frontdesk/host>` option is enabled."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk.rst:95
|
|
msgid ":guilabel:`Notify by email`: enable this option to have an email sent to the person the guest is visiting upon check in. When enabled, an :guilabel:`Email Template` field appears beneath, with the default :guilabel:`Frontdesk Email Template` selected."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk.rst:99
|
|
msgid "To change the default email template, click the drop-down menu in the :guilabel:`Email Template` field, then select another email template."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk.rst:102
|
|
msgid "To modify the currently selected template, click the :icon:`oi-arrow-right` :guilabel:`(Internal link)` icon at the end of the line, and make any edits to the template."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk.rst:104
|
|
msgid ":guilabel:`Notify by SMS`: enable this option to have an SMS (text) message sent to the person the guest is visiting upon check in. When enabled, an :guilabel:`SMS Template` field appears beneath, with the default :guilabel:`Frontdesk SMS Template` selected."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk.rst:108
|
|
msgid "To change the default SMS template, click the drop-down menu in the :guilabel:`SMS Template` field, and select another SMS template."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk.rst:111
|
|
msgid "To modify the currently selected template, click the :icon:`oi-arrow-right` :guilabel:`(Internal link)` icon at the end of the line, and make any desired edits to the content of the template. The SMS message may have a maximum of 242 characters, which fits in 4 SMS (UNICODE) messages."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk.rst:114
|
|
msgid ":guilabel:`Notify by Discuss`: this option is enabled by default when the :guilabel:`Host Selection` option is enabled. This option opens a **Discuss** application message window with the person the guest is visiting upon check in."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk.rst:118
|
|
msgid "When enabled, a default message appears for the person the guest is visiting. The **Discuss** application **must** be installed in order for this option to work."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk.rst:122
|
|
msgid "*Discuss* is installed by default when creating an Odoo database, and does not count towards billing. As long as the *Discuss* application is not intentionally uninstalled, the :guilabel:`Notify by Discuss` option works."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk.rst:127
|
|
msgid "The default message format for the :guilabel:`Notify by Discuss` option is: `(Frontdesk Station) Check-In: (Guest Name) (Guest Phone Number) (Organization) to meet (Name of employee).`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk.rst:130
|
|
msgid "An example of how that might appear in a **Discuss** message is: `Main Lobby Check-In: John Doe (555-555-5555) (Odoo, Inc.) to meet Marc Demo.`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk.rst:-1
|
|
msgid "Frontdesk station form with all the information filled out."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk.rst:137
|
|
msgid "Side Message tab"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk.rst:139
|
|
msgid "Enter any desired text to appear on the station kiosk after a guest has checked in, such as a welcome greeting or any necessary instructions. The text appears on the confirmation page, on the right side of the screen after a guest has completed the check-in process."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk.rst:146
|
|
#: ../../content/applications/hr/frontdesk/visitors.rst:139
|
|
msgid "Drinks"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk.rst:148
|
|
msgid "After a station is created, the next step is to configure the drinks to offer visitors, if desired."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk.rst:151
|
|
msgid "This step is **not** necessary or required for the **Frontdesk** application to work, and only needs to be configured if drinks are offered to guests."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk.rst:154
|
|
msgid "To add a drink option, navigate to :menuselection:`Frontdesk app --> Configuration --> Drinks`, and click :guilabel:`New`. Doing so reveals a blank drink form to configure."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk.rst:157
|
|
msgid "Enter the following information on the drink form:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk.rst:159
|
|
msgid ":guilabel:`Drink Name`: type the name of the drink option in this field. This field is required."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk.rst:160
|
|
msgid ":guilabel:`People to Notify`: use the drop-down menu in this field to select who is notified when the drink is selected. Multiple people can be entered in this field. This field is required."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk.rst:162
|
|
msgid ":guilabel:`Sequence`: enter a numerical value in this field to indicate where in the list of drink options this specific option appears. The lower the number, the higher on the list the drink appears. For example, entering the number one would place that drink at the top of the list, and appear first in the sequence."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk.rst:168
|
|
#: ../../content/applications/hr/frontdesk.rst:183
|
|
msgid "To add an image/photo to a drink form, hover over the :guilabel:`(camera with a '+' sign)` icon in the top-right of the form to reveal a :icon:`fa-pencil` :guilabel:`(Edit)` icon."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk.rst:174
|
|
#: ../../content/applications/hr/frontdesk.rst:189
|
|
msgid "The image selected now appears in the picture field, and is set as the image for the drink."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk.rst:-1
|
|
msgid "Drink form with the information filled out for an espresso."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk.rst:180
|
|
msgid "Station dashboard"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk.rst:194
|
|
msgid "Kiosk setup"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk.rst:196
|
|
msgid "Set up each kiosk for use after configuring the various stations. It is recommended to use a dedicated device for each frontdesk kiosk, such as a tablet."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk.rst:199
|
|
msgid "Navigate to the kiosk in one of two ways:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk.rst:201
|
|
msgid "Navigate to the main **Frontdesk** application dashboard, and click the :guilabel:`Open Desk` button on the desired station card. The kiosk loads in a new browser tab."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk.rst:203
|
|
msgid "Navigate to :menuselection:`Frontdesk app --> Configuration --> Stations`, and click on the desired station. Then, click the :guilabel:`Copy` button at the end of the :guilabel:`Kiosk URL` line, and paste the URL into a new browser tab or window."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk.rst:208
|
|
msgid "Once a frontdesk kiosk is accessed, either with the :guilabel:`Open Desk` button or the :guilabel:`Kiosk URL`, the user is *automatically signed out of the database* on that specific device."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk.rst:212
|
|
msgid "This is a security measure designed to prevent unauthorized access to the database."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk.rst:215
|
|
#: ../../content/applications/hr/payroll/reporting.rst:3
|
|
#: ../../content/applications/hr/referrals/reporting.rst:3
|
|
#: ../../content/applications/hr/time_off/reporting.rst:3
|
|
msgid "Reporting"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk.rst:217
|
|
msgid "The **Frontdesk** application has two reports available: :guilabel:`Visitors` and :guilabel:`Drinks`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk.rst:220
|
|
msgid "To access either of these reports, navigate to :menuselection:`Frontdesk app --> Reporting` to reveal a drop-down menu containing the options: :guilabel:`Visitors` and :guilabel:`Drinks`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk.rst:223
|
|
msgid "The :guilabel:`Visitors` report displays the number of visitors by month, for the current year. The :guilabel:`Drinks` report shows how many total requests were made for each drink."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk.rst:226
|
|
msgid "As with all reports in Odoo, the filters and groups can be modified to show other metrics, as well."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk.rst:229
|
|
msgid ":doc:`frontdesk/visitors`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk/visitors.rst:3
|
|
msgid "Visitors"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk/visitors.rst:5
|
|
msgid "In the Odoo **Frontdesk** application, a *visitor* refers to any non-employee (e.g., repair person, job candidate, auditor, etc.). Visitor arrivals and departures can be logged for security purposes, ensuring an accurate record of who is on the premises."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk/visitors.rst:12
|
|
msgid "Visitor list"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk/visitors.rst:14
|
|
msgid "To access a complete list of checked-in visitors, navigate to :menuselection:`Frontdesk app --> Visitors`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk/visitors.rst:18
|
|
msgid "By default, the :guilabel:`Planned or Checked-In` and :guilabel:`Today` filters appear in the :guilabel:`Search...` bar."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk/visitors.rst:21
|
|
msgid "All visitors are presented in a list view, with the following details that were entered upon check in:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk/visitors.rst:24
|
|
msgid ":guilabel:`Name`: the guest's name."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk/visitors.rst:25
|
|
msgid ":guilabel:`Visitor Company`: the company the guest represents."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk/visitors.rst:26
|
|
msgid ":guilabel:`Phone`: the guest's phone number."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk/visitors.rst:27
|
|
msgid ":guilabel:`Drinks`\\*: the drink the guest requested."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk/visitors.rst:28
|
|
msgid ":guilabel:`Host`: who the guest is waiting to see."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk/visitors.rst:29
|
|
msgid ":guilabel:`CheckIn`: the date and time the guest checked in."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk/visitors.rst:30
|
|
msgid ":guilabel:`Checkout`\\*: the date and time the guest checked out. In the default view, only guests with a :guilabel:`Checked-In` or :guilabel:`Planned` status are visible. Guests with check-out times are only visible if the :guilabel:`Today` filter is removed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk/visitors.rst:33
|
|
msgid ":guilabel:`Duration`: the amount of time the guest has been checked in for."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk/visitors.rst:34
|
|
msgid ":guilabel:`Station`: the location of where the guest checked in."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk/visitors.rst:35
|
|
msgid ":guilabel:`Status`: the status of the guest. The options are :guilabel:`Checked-In`, :guilabel:`Planned`, :guilabel:`Checked-Out`, or :guilabel:`Cancelled`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk/visitors.rst:37
|
|
msgid ":guilabel:`Email`\\*: the guest's email address."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk/visitors.rst:38
|
|
msgid ":guilabel:`Company`\\*: the company the guest is there to visit. This field is only available if in a multi-company database."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk/visitors.rst:41
|
|
msgid "\\* These fields are not visible in the default :guilabel:`Visitor` list. These must be enabled using the :icon:`oi-settings-adjust` :guilabel:`(adjust settings)` icon in the top-right corner of the list."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk/visitors.rst:45
|
|
msgid "To the far-right of the titled columns on the :guilabel:`Visitors` page, there is an untitled column, where a guest's status can be updated."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk/visitors.rst:48
|
|
msgid "When a guest leaves, click the available :guilabel:`Check out` button to update the guest's record, and log the date and time they left."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk/visitors.rst:51
|
|
msgid "If a scheduled guest arrives, and they did not check in using a **Frontdesk** kiosk, they can be checked in from this list, by clicking the available :guilabel:`Check in` button to log the date and time they arrived."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk/visitors.rst:55
|
|
msgid "Beside the untitled status column, a :guilabel:`Drink Served` button appears, but only if that particular visitor requested a drink."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk/visitors.rst:58
|
|
msgid "When their drink has been served, click the :guilabel:`Drink Served` button to indicate the drink has been delivered to the guest. Once clicked, that button disappears."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk/visitors.rst:61
|
|
msgid "On the far-right of the line, a :guilabel:`Print Badge` button appears for *planned* visitors **only**. Click this button to download a PDF file of the visitor's badge. The badge displays the date and time the visitor checked in, the visitor's name and company, who they are visiting, and the logo of the company they are visiting."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk/visitors.rst:67
|
|
msgid "The PDF badge can be printed onto adhesive labels for the visitor to wear, or onto paper that can be placed into a plastic badge holder."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk/visitors.rst:-1
|
|
msgid "The full list of currently checked in visitors, with the drinks to be served highlighted."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk/visitors.rst:73
|
|
msgid "If any column is not visible, or if a visible column is preferred to be hidden, click the :icon:`oi-settings-adjust` :guilabel:`(adjust settings)` icon, located at the end of the top line. Doing so, reveals a drop-down menu of column options to enable or disable. A :icon:`fa-check` :guilabel:`(check)` icon indicates the column is visible."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk/visitors.rst:81
|
|
msgid "Planned visitors"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk/visitors.rst:83
|
|
msgid "When guests are expected, such as job candidates, government officials, or new suppliers, it can be helpful to enter the visitor information in advance. When the visitors arrive, they can utilize the *Quick Check In* option on the kiosk, rather than entering all their information manually upon arrival."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk/visitors.rst:88
|
|
msgid "Enter expected guest information in advance by creating a planned guest in the **Frontdesk** app."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk/visitors.rst:90
|
|
msgid "To create a planned guest, navigate to :menuselection:`Frontdesk app --> Visitors`, and click :guilabel:`New`. Then, enter the same information as any other :ref:`visitor <frontdesk/list>` on the guest form that appears. The only required fields are the visitor's :guilabel:`Name` and the :guilabel:`Station` at which they are expected to arrive."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk/visitors.rst:96
|
|
msgid "If a guest is planned in advance, they must be checked in from the list on the :guilabel:`Visitors` page in the **Frontdesk** application (:menuselection:`Frontdesk app --> Visitors`). If a planned guest checks in using a kiosk, they are checked in separately from their planned visitor entry, and their planned visitor entry remains listed as :guilabel:`Planned`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk/visitors.rst:101
|
|
msgid "The :guilabel:`Planned` status of a planned guest **only** changes to :guilabel:`Checked-In` when they are checked in *inside* the application's :guilabel:`Visitors` list."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk/visitors.rst:104
|
|
msgid "If a guest does check in using a kiosk, ensure all records are current, and the list of guests that are currently on-site is correct. Be sure to check in and/or check out the correct entries, so the visitors list correctly reflects who is currently on the premises."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk/visitors.rst:108
|
|
msgid "Ensure planned guests are informed that they should **not** check in using the kiosk if they are listed as a planned guest in advance."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk/visitors.rst:112
|
|
msgid "Visitor flow"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk/visitors.rst:115
|
|
msgid "Visitor check in"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk/visitors.rst:117
|
|
msgid "When a visitor arrives at a facility, they approach a :ref:`Frontdesk kiosk <frontdesk/kiosk>`, and click :guilabel:`Check in`. The information requested from the visitor is what was configured for that specific **Frontdesk** station. If any information is required, the field displays a red asterisk (\\*). The visitor **must** enter the required information in order to check in."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk/visitors.rst:122
|
|
msgid "Once all the information is entered, the visitor taps the :guilabel:`Check In` button."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk/visitors.rst:125
|
|
msgid "At any point in the check-in process, if ten seconds pass with no selection, the kiosk returns to the main welcome screen."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk/visitors.rst:129
|
|
msgid "Planned visitor check in"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk/visitors.rst:131
|
|
msgid "When a :ref:`planned visitor <frontdesk/planned>` arrives at a facility, they first approach a :ref:`Frontdesk kiosk <frontdesk/kiosk>`. If there are planned visitors for that day, a :guilabel:`Quick Check In` panel appears on the right-side of the kiosk, asking :guilabel:`Are you one of these people?` Beneath the question is a list of all visitors schedule to arrive that day."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk/visitors.rst:136
|
|
msgid "Click on the corresponding name in the list to check-in."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk/visitors.rst:141
|
|
msgid "If drinks were configured for the station, after tapping :guilabel:`Check In`, a registration confirmation screen loads, along with the question: :guilabel:`Do you want something to drink?`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk/visitors.rst:144
|
|
msgid "The visitor can tap either :guilabel:`Yes, please`, or :guilabel:`No, thank you`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk/visitors.rst:146
|
|
msgid "If they select :guilabel:`Yes, please`, a drink selection screen appears, and the preconfigured options are listed. The visitor then taps the desired selection, or, if they do not want anything, they can tap the :guilabel:`Nothing, thanks` button at the bottom of the screen."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk/visitors.rst:150
|
|
msgid "If a drink selection was made, a :guilabel:`Thank you for registering! Your drink is on the way.` message appears."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk/visitors.rst:154
|
|
msgid "Notifications"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk/visitors.rst:156
|
|
msgid "Once the visitor has checked in, the person they are visiting, and any other users who were configured to be notified when check-ins occur at the kiosk, are notified. The notification is either by email, SMS message, a *Discuss* chat, or any combination of those three options."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk/visitors.rst:160
|
|
msgid "If the visitor requested a drink, the users configured as the :guilabel:`People to Notify` on the drink form are notified, via the *Discuss* application. The message that appears is: :guilabel:`(Visitor Name) just checked-in. They requested (Drink Name).`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk/visitors.rst:164
|
|
msgid "Once the drink has been delivered to the guest, the person who delivered the drink is responsible for marking the drink as delivered."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk/visitors.rst:167
|
|
msgid "To mark a drink as delivered, navigate to :menuselection:`Frontdesk app --> Stations`, and choose the desired station card displaying :guilabel:`(#) Drinks to serve`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk/visitors.rst:170
|
|
msgid "This opens a list of all the visitors checked in at that station, and are waiting for a drink. Click the :guilabel:`Drink Served` button at the end of the line for the visitor who was served. Once they are marked as having their drink served, the visitor disappears from the list."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk/visitors.rst:177
|
|
msgid "Once the visitor has completed their business, and has left the premises, it is important to check them out for accurate record keeping."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk/visitors.rst:180
|
|
msgid "To check visitors out properly, navigate to :menuselection:`Frontdesk app --> Stations`, and choose the desired station card displaying :guilabel:`(#) Drinks to serve`. Doing so opens a list of all the visitors who are currently checked-in at that station."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk/visitors.rst:184
|
|
msgid "Click the :guilabel:`Check out` button near the end of the line for the visitor who left. Once they are marked as checked-out, the visitor disappears from the list."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk/visitors.rst:188
|
|
msgid "Visitors do **not** check themselves out when they leave. It is important for **Frontdesk** users to check out visitors for accurate record keeping."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/frontdesk/visitors.rst:191
|
|
msgid "Always have an accurate list of who is on the premises at any given time. This is important for security purposes, and in the case of an emergency."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch.rst:5
|
|
msgid "Lunch"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch.rst:7
|
|
msgid "The **Lunch** application in Odoo allows users to conveniently order food and pay for their meal directly from the database."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch.rst:10
|
|
msgid "Before employees can use the **Lunch** application, there are a number of configurations that need to be made: :ref:`settings <lunch/settings>`, :doc:`vendors <lunch/vendors>`, :ref:`locations <lunch/locations>`, :doc:`products <lunch/products>`, and :ref:`product categories <lunch/product-categories>`. Once these are created and configured, employees can view offerings and order food."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch.rst:21
|
|
msgid "In the :guilabel:`Settings` menu, only two items need to be configured: overdraft settings and notifications. To access the settings, navigate to :menuselection:`Lunch app --> Configuration --> Settings`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch.rst:25
|
|
msgid "Configure the following:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch.rst:27
|
|
msgid ":guilabel:`Lunch Overdraft`: enter the maximum overdraft amount for employees. The currency format is determined by the localization setting of the company."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch.rst:29
|
|
msgid ":guilabel:`Reception notification`: set the message users receive via the **Discuss** app when their food has been delivered. The default message `Your lunch has been delivered. Enjoy your meal!` populates this field, but can be modified, if desired."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch.rst:34
|
|
msgid "If a database has multiple languages installed, many forms in the **Lunch** application have the option of entering translations for various fields."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch.rst:37
|
|
msgid "If translations are available to be configured, a language code appears next to a translatable field on a form. To add translations for that field, click the two letter language code (for example, :guilabel:`EN` for English) and a translation pop-up window appears."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch.rst:41
|
|
msgid "The following is an example for the :guilabel:`Reception notification` field in the settings menu:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch.rst:44
|
|
msgid "Navigate to :menuselection:`Lunch app --> Configuration --> Settings`. Click the :guilabel:`EN` In the top-right of the text box beneath the :guilabel:`Reception notification` section. A :guilabel:`Translate: company_lunch_notify_message` pop-up window loads with the option to enter a translation for the other languages used by the database."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch.rst:49
|
|
msgid "The first column lists the different languages in alphabetical order, with the currently selected language in bold. The second column has the currently configured message in each column. The last column in the far-right provides a text box to type in a translation for each language."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch.rst:53
|
|
msgid "Enter the text that should appear for each language, then click :guilabel:`Save`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch.rst:0
|
|
msgid "The translation text box, with the current language highlighted, and the Arabic\n"
|
|
"translation field highlighted."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch.rst:62
|
|
msgid "Locations"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch.rst:64
|
|
msgid "By default, Odoo creates an `HQ Office` location when the **Lunch** application is installed. If a company has more than one location, they must be configured."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch.rst:67
|
|
msgid "To add a location, navigate to :menuselection:`Lunch app --> Configuration --> Locations`. The currently configured locations appear in a list view. Click the :guilabel:`New` button in the top-left corner and a blank line appears beneath the last location in the list."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch.rst:71
|
|
msgid "Enter the name of the location in the field. Next, click into the :guilabel:`Address` field to the right of the name, and enter the location's address. It is possible to enter multiple lines in the address field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch.rst:75
|
|
msgid "Repeat this for all locations that need to be added."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch.rst:-1
|
|
msgid "A list view of the locations with the new button highlighted."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch.rst:81
|
|
#: ../../content/applications/hr/referrals/alerts.rst:3
|
|
msgid "Alerts"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch.rst:83
|
|
msgid "It is possible to set up alerts that can either be displayed in the **Lunch** app, or be sent to specific employees via the **Discuss** app."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch.rst:86
|
|
msgid "No alerts are preconfigured by default. To set up an alert, navigate to :menuselection:`Lunch app --> Configuration --> Alerts`. Click the :guilabel:`New` button in the top-left corner and a blank lunch alert form loads. Enter the following information on the form:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch.rst:90
|
|
msgid ":guilabel:`Alert Name`: enter a name for the alert. This should be short and descriptive, such as `New Lunch Vendor` or `Order by 11:00 AM`. This field is **required**."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch.rst:92
|
|
msgid ":guilabel:`Display`: select whether the alert is visible in the **Lunch** app (:guilabel:`Alert in app)` or sent to employees via the **Discuss** app in a chat window (:guilabel:`Chat notification`)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch.rst:96
|
|
msgid ":guilabel:`Recipients`: this field only appears if :guilabel:`Chat notification` is selected for the :guilabel:`Display` option. Select who receives the chat alert. The options are: :guilabel:`Everyone`, :guilabel:`Employee who ordered last week`, :guilabel:`Employee who ordered last month`, or :guilabel:`Employee who ordered last year`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch.rst:101
|
|
msgid ":guilabel:`Location`: select the locations the alert should appear for from the drop-down menu. Multiple locations can be selected. This field is **required**, therefore, if the alert applies to all locations, select all the locations from the drop-down menu."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch.rst:104
|
|
msgid ":guilabel:`Show Until`: if the alert should expire on a specific date, select the date from the calendar picker."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch.rst:106
|
|
msgid ":guilabel:`Active`: this option is on (appears green) by default. To turn off the alert, click the toggle so that it no longer appears green."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch.rst:108
|
|
msgid ":guilabel:`Message`: Enter the alert message in this field. This field is **required**."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch.rst:109
|
|
msgid ":guilabel:`Notification Time`: select the days of the week the alert should be sent. By default, all seven days are active. Click on a checkbox to change the setting from active to inactive."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch.rst:112
|
|
msgid "If :guilabel:`Chat notification` was selected for the :guilabel:`Display` option, a :guilabel:`Time` field also appears. Enter the time the chat message should be sent. Next, select if the time is either :guilabel:`AM` or :guilabel:`PM` using the drop-down menu to the right of the :guilabel:`Time` field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch.rst:-1
|
|
msgid "An alert form with all of the information filled out for a chat alert sent at 10:30 AM,\n"
|
|
"asking employees to submit orders by 11:30 AM."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch.rst:122
|
|
msgid ":doc:`lunch/vendors`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch.rst:123
|
|
msgid ":doc:`lunch/products`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch.rst:124
|
|
msgid ":doc:`lunch/orders`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch.rst:125
|
|
msgid ":doc:`lunch/user-accounts`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch.rst:126
|
|
msgid ":doc:`lunch/management`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/management.rst:3
|
|
msgid "Lunch management"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/management.rst:5
|
|
msgid "In Odoo's **Lunch** application, it is required to have someone manage the orders, vendors, and products. In addition, someone must be responsible for the orders, and notifying employees when their orders have arrived. This can be the same person."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/management.rst:9
|
|
msgid "Orders can be :ref:`cancelled <lunch/cancel>`, :ref:`sent to the vendor <lunch/send-orders>`, :ref:`confirmed <lunch/confirm-orders>` upon arrival, and :ref:`employees can be notified <lunch/notify>`, either from the :ref:`Today's Orders <lunch/todays-orders>` dashboard, or the :ref:`Control Vendors <lunch/control_vendors>` dashboard."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/management.rst:14
|
|
msgid "To manage the **Lunch** app, users need the appropriate :guilabel:`Administrator` rights. These can be set by navigating to the :menuselection:`Settings app` and selecting :guilabel:`Manage Users`. Then, click on the desired user to view their access rights."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/management.rst:18
|
|
msgid "For more information on access rights, refer to the :doc:`Access rights <../../general/users/access_rights/>` documentation."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/management.rst:22
|
|
msgid "Only users with administration rights are able to view the :guilabel:`Manager` and :guilabel:`Configuration` menus in the **Lunch** application."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/management.rst:28
|
|
msgid "Today's Orders"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/management.rst:30
|
|
msgid "To view and manage the orders for the day, navigate to :menuselection:`Lunch app --> Manager --> Today's Orders`. All orders for the day are presented in a list view on the :guilabel:`Today's Orders` dashboard, with a filter for :guilabel:`Today`, and grouped by :guilabel:`Vendor`, by default."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/management.rst:35
|
|
#: ../../content/applications/hr/lunch/management.rst:157
|
|
msgid "The following information appears in the list:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/management.rst:37
|
|
#: ../../content/applications/hr/lunch/management.rst:159
|
|
msgid ":guilabel:`Order Date`: the date the order was placed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/management.rst:38
|
|
#: ../../content/applications/hr/lunch/management.rst:160
|
|
msgid ":guilabel:`Vendor`: the vendor the product is being ordered from."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/management.rst:39
|
|
#: ../../content/applications/hr/lunch/management.rst:161
|
|
msgid ":guilabel:`Product`: the specific product ordered."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/management.rst:40
|
|
#: ../../content/applications/hr/lunch/management.rst:162
|
|
msgid ":guilabel:`Extras`: any extras selected for the product."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/management.rst:41
|
|
#: ../../content/applications/hr/lunch/management.rst:163
|
|
msgid ":guilabel:`Notes`: any information needed to be sent to the vendor."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/management.rst:42
|
|
#: ../../content/applications/hr/lunch/management.rst:164
|
|
msgid ":guilabel:`User`: the user who ordered the product."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/management.rst:43
|
|
#: ../../content/applications/hr/lunch/management.rst:165
|
|
msgid ":guilabel:`Lunch Location`: where the product is set to be delivered."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/management.rst:44
|
|
#: ../../content/applications/hr/lunch/management.rst:166
|
|
msgid ":guilabel:`Price`: the total price for the product, including all extras."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/management.rst:45
|
|
#: ../../content/applications/hr/lunch/management.rst:167
|
|
msgid ":guilabel:`Status`: the current status of the product."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/management.rst:46
|
|
#: ../../content/applications/hr/lunch/management.rst:168
|
|
msgid ":guilabel:`Company`: the company under which the order was placed. This only appears in a multi-company database."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/management.rst:-1
|
|
msgid "The list that appears in the Today's Orders dashboard, with the filters and top column\n"
|
|
"names highlighted."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/management.rst:56
|
|
msgid "Cancel orders"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/management.rst:58
|
|
msgid "All users can cancel an order, not only managers of the **Lunch** app."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/management.rst:60
|
|
msgid "To cancel an order from a vendor, individual products **must** be cancelled one at a time."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/management.rst:62
|
|
msgid "On the :guilabel:`Today's Orders` dashboard, a :icon:`fa-times` :guilabel:`Cancel` button is shown at the far-right of each product line that can be cancelled. Click the :icon:`fa-times` :guilabel:`Cancel` button to cancel the order for that individual product."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/management.rst:67
|
|
msgid "Only products with a red :guilabel:`Status` tag of :guilabel:`Ordered` can be cancelled."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/management.rst:-1
|
|
msgid "Order lines with the cancel button highlighted."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/management.rst:75
|
|
msgid "Send orders"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/management.rst:77
|
|
msgid "The first step in managing the **Lunch** app is to send the orders to the vendors."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/management.rst:79
|
|
msgid "When orders are ready to be sent, the manager responsible for sending orders **must** send the orders to the vendor, outside of the database (call, online order, etc.)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/management.rst:82
|
|
msgid "Once orders have been placed with the vendors, click the :guilabel:`Send Orders` button that appears next to each vendor's name and phone number."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/management.rst:85
|
|
msgid "Once sent, the :guilabel:`Send Orders` button changes to a :guilabel:`Confirm Orders` button, and the :guilabel:`Status` column is updated from red :guilabel:`Ordered` tags to blue :guilabel:`Sent` tags, indicating the order has been sent to the vendor. Users who have placed orders in the **Lunch** app rely on the :guilabel:`Status` tags to track their orders."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/management.rst:-1
|
|
msgid "A vendor's order with the X Cancel and Send Orders buttons highlighted."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/management.rst:96
|
|
msgid "Confirm orders"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/management.rst:98
|
|
msgid "After orders have been sent to the vendor, the next step is to confirm the orders after they have been delivered."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/management.rst:101
|
|
msgid "On the :guilabel:`Today's Orders` dashboard, click the :guilabel:`Confirm Orders` button that appears next to the vendor's name and phone number."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/management.rst:104
|
|
msgid "Once confirmed, the :guilabel:`Confirm Orders` button disappears, and the :guilabel:`Status` column is updated from blue :guilabel:`Sent` tags to green :guilabel:`Received` tags, indicating the vendor has delivered the orders."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/management.rst:108
|
|
msgid "In addition, the :icon:`fa-times` :guilabel:`Cancel` button at the end of each product line changes to a :icon:`fa-envelope` :guilabel:`Send Notification` button."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/management.rst:111
|
|
msgid "If needed, instead of confirming all of the individual products from a vendor, individual products can be confirmed one at a time. To confirm an individual product, click the :icon:`fa-check` :guilabel:`Confirm` button at the end of the individual product line. When confirming individual products with this method, the :guilabel:`Confirm Orders` button remains on the vendor line."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/management.rst:-1
|
|
msgid "The Today's Orders dashboard, with the two different ways to confirm an order highlighted."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/management.rst:120
|
|
msgid "A vendor receives an order for three pizzas, and an order of garlic knots. When the delivery is made to the company, the **Lunch** manager notices the garlic knots are missing."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/management.rst:123
|
|
msgid "The manager first marks the three pizzas as received, by individually confirming the products with the :icon:`fa-check` :guilabel:`Confirm` button at the end of each product line."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/management.rst:126
|
|
msgid "Later, when the vendor delivers the garlic knots, the manager can either click the :icon:`fa-check` :guilabel:`Confirm` button at the end of the line for the garlic knots, or click the :guilabel:`Confirm Orders` button that appears next to the vendor's name and phone number."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/management.rst:134
|
|
msgid "Notify employees"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/management.rst:136
|
|
msgid "After products are received, and the orders are confirmed, the employees **must** be informed that their orders have been delivered, and are ready to be picked up."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/management.rst:139
|
|
msgid "Unlike sending and confirming orders, notifications must be sent individually, and cannot be sent in a batch."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/management.rst:142
|
|
msgid "To notify the user their product has arrived, click the :icon:`fa-envelope` :guilabel:`Send Notification` button at the end of each product line. An email is sent to the user informing them their products have been delivered."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/management.rst:149
|
|
msgid "Control Vendors"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/management.rst:151
|
|
msgid "All orders for all vendors, both past and present, can be found in the *Control Vendors* dashboard. To access these records, navigate to :menuselection:`Lunch app --> Manager --> Control Vendors`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/management.rst:154
|
|
msgid "All orders appear in a list view, grouped alphabetically by :guilabel:`Vendor`. The list loads with all vendors expanded to show all order lines for every vendor, by default."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/management.rst:171
|
|
msgid "Orders can be :ref:`cancelled <lunch/cancel>`, :ref:`sent to the vendor <lunch/send-orders>`, :ref:`confirmed <lunch/confirm-orders>` upon arrival, and :ref:`employees can be notified <lunch/notify>` using the same method as on the :ref:`Today's Orders <lunch/todays-orders>` dashboard."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/management.rst:-1
|
|
msgid "A list view of all the orders as seen in the Control Vendors dashboard."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/management.rst:180
|
|
msgid "The difference between the :ref:`Today's Orders <lunch/todays-orders>` dashboard and the :ref:`Control Vendors <lunch/control_vendors>` dashboard is that the *Today's Orders* dashboard **only** displays orders for the current day, while the :guilabel:`Control Vendors` dashboard displays **all** orders made in the **Lunch** app."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/management.rst:186
|
|
msgid ":doc:`../lunch`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/management.rst:187
|
|
msgid ":doc:`user-accounts`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/orders.rst:5
|
|
#: ../../content/applications/hr/lunch/vendors.rst:75
|
|
msgid "Orders"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/orders.rst:7
|
|
msgid "The **Lunch** app lets employees place lunch orders, see what's available each day, and check their account balance, all from one place."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/orders.rst:10
|
|
msgid "When the **Lunch** application is opened, the :guilabel:`Order Your Lunch` dashboard loads. This view is also accessible by navigating to :menuselection:`Lunch app --> My Lunch --> New Order`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/orders.rst:13
|
|
msgid "The :guilabel:`Order Your Lunch` dashboard provides a summary of lunch offerings, the user's account information, and the current day's orders, along with their statuses."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/orders.rst:17
|
|
msgid "Order Your Lunch"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/orders.rst:19
|
|
msgid "On the main :guilabel:`Order Your Lunch` dashboard, all the necessary information needed to place an order is visible. Enable the :guilabel:`Available Today` filter in the search bar by clicking into the search bar and selecting :guilabel:`Available Today`. This filter shows only products that can be purchased that day, based on the :ref:`vendor's availability <lunch/availability>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/orders.rst:24
|
|
msgid "The left-side of the dashboard displays the various :guilabel:`Categories` of products available, along with the :guilabel:`Vendors` supplying the products. To the right of each line is a number, which indicates how many products are associated with that respective category or vendor."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/orders.rst:28
|
|
msgid "To filter the products by categories or vendors, tick the checkbox next to the desired category or vendor to only view items related to those selections. Multiple selections can be made in each section."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/orders.rst:33
|
|
msgid "If multiple selections are made, **only** products that fall under **all** the selected options are shown."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/orders.rst:36
|
|
msgid "The top portion of the dashboard, which serves as an order summary, displays the user's account information, and the order details for today, if any orders have been placed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/orders.rst:39
|
|
msgid "The main section, beneath the user's information, displays all the products in a default Kanban view. Each product card displays the name, cost, vendor, photo, and description of the product. If the product is configured as new, it also displays a :guilabel:`New` tag."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/orders.rst:-1
|
|
msgid "The Lunch app dashboard."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/orders.rst:47
|
|
msgid "Anywhere a vendor's name is listed in the **Lunch** app, such as on Kanban product cards, their phone number is listed, as well."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/orders.rst:50
|
|
msgid "The products can also be displayed in a list view, by clicking the :icon:`oi-view-list` :guilabel:`(List)` icon in the top-right corner of the dashboard."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/orders.rst:54
|
|
msgid "Placing orders"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/orders.rst:56
|
|
msgid "To place a lunch order, navigate to the main :guilabel:`Order Your Lunch` dashboard, by either opening the **Lunch** app, or by navigating to :menuselection:`Lunch app --> My Lunch --> New Order`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/orders.rst:61
|
|
msgid "Add products to an order"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/orders.rst:63
|
|
msgid "From the :guilabel:`Order Your Lunch` dashboard, click on a desired product to add to an order, and the product appears in a :guilabel:`Configure Your Order` pop-up window."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/orders.rst:66
|
|
msgid "At the top of the pop-up window is the product image, name, and price. Beneath that, there are potential :guilabel:`Extras` fields, showcasing any :ref:`extra items or options <lunch/extras>`, such as toppings or drinks. Tick the checkbox next to any desired extras present in the :guilabel:`Extras` fields to add them to the order."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/orders.rst:71
|
|
msgid "Each extra option is organized by a category, complete with its name and price. As extras are selected, the displayed price at the top of the pop-up window updates to reflect all current selections."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/orders.rst:75
|
|
msgid "Beneath the :guilabel:`Extras` field is the :guilabel:`Description` of the product, followed by a :guilabel:`Notes` field. The :guilabel:`Notes` field is used to enter any vital information, which is then sent to the vendor regarding the order, such as any special requests or food allergies."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/orders.rst:79
|
|
msgid "When all selections for the product have been made, click the :guilabel:`Add To Cart` button in the lower-left of the pop-up window. To cancel the order, click the :guilabel:`Discard` button."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/orders.rst:-1
|
|
msgid "The pop-up window for a personal pizza, with all the extras selected."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/orders.rst:88
|
|
msgid "Depending on how the various :ref:`extras <lunch/configure-extras>` are configured for a vendor, it is possible to receive an error when attempting to add products to the cart."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/orders.rst:91
|
|
msgid "An error can occur when a configured product **requires** the user to select an option in the :guilabel:`Extras` field, but the user neglects to make one."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/orders.rst:94
|
|
msgid "When this occurs, a :guilabel:`Validation Error` pop-up window appears. The error is briefly explained in the pop-up window. Click :guilabel:`Close` to close the window, and make any necessary changes to the :guilabel:`Configure Your Order` pop-up window."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/orders.rst:99
|
|
msgid "The vendor, The Pizza Palace, provides a free beverage with any purchase. Their products are configured so that a beverage selection is **required** in the :guilabel:`Extras` field *before* adding one of their products to the cart."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/orders.rst:103
|
|
msgid "If a selection is **not** made, an error occurs. The message that appears is `You have to order one and only one Free Beverage with Purchase`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/orders.rst:0
|
|
msgid "The :guilabel:`Validation Error` pop-up window with the specific error for the free\n"
|
|
"beverage displayed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/orders.rst:111
|
|
msgid "Your Order summary"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/orders.rst:113
|
|
msgid "When at least one item is added to an order, the items appear at the top of the dashboard in the :guilabel:`Your Order` summary. In addition to the products, users can view the account information, in addition to all the information related to orders placed during the current calendar day."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/orders.rst:117
|
|
msgid "As products are added to an order, they appear at the top center of the summary box. Each product is listed beneath the words :guilabel:`Your Order`, with the product name, quantity, and a status tag."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/orders.rst:120
|
|
msgid "The available tags that can be displayed for each item are:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/orders.rst:122
|
|
msgid ":guilabel:`To Order`: the product has been added to the cart, but has not been purchased yet by the user."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/orders.rst:124
|
|
msgid ":guilabel:`Ordered`: the product has been purchased by the user, and is waiting to be sent to the vendor by a **Lunch** app manager."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/orders.rst:126
|
|
msgid ":guilabel:`Sent`: the order for the product has been sent to the vendor by a **Lunch** app manager."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/orders.rst:128
|
|
msgid ":guilabel:`Received`: the product has been delivered by the vendor to the user's location, and has been verified as received by a **Lunch** app manager."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/orders.rst:131
|
|
msgid "Product quantities can be adjusted by clicking the :icon:`fa-plus` :guilabel:`(plus)` or :icon:`fa-minus` :guilabel:`(minus)` icons to the left of the listed product. The product price adjusts in real-time to display the cost for the currently selected quantity of the product."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/orders.rst:135
|
|
msgid "The right side of the :guilabel:`Your Order` summary displays the purchasing information. The :guilabel:`Total` amount for the entire day's lunch order is displayed. The :guilabel:`Already Paid` field indicates how much has been paid that day towards the :guilabel:`Total` amount. The :guilabel:`To Pay` field displays how much of the remaining :guilabel:`Total` amount must be paid, in order to place the currently configured order."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/orders.rst:-1
|
|
msgid "The 'Your Orders' section of the dashboard, with purchasing information."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/orders.rst:145
|
|
msgid "Users can place multiple orders throughout the day, and are not restricted to only placing one lunch order each day. Multiple orders might need to be placed, due to users forgetting to add items to an order, or if there are multiple meals that are available to be purchased for the office (not only lunch), and so on."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/orders.rst:150
|
|
msgid "Depending on the various vendors, and how the vendors and products are configured, it is possible to order breakfast, lunch, dinner, coffee, and/or snacks."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/orders.rst:154
|
|
msgid "Submit an order"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/orders.rst:156
|
|
msgid "To place the order, click the :guilabel:`Order Now` button on the right-side of the :guilabel:`Your Order` summary. The user is charged the amount that is displayed in the :guilabel:`To Pay` field, and the cost is deducted from their **Lunch** account balance."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/orders.rst:160
|
|
msgid "Once the order is placed, the tags for the purchased items in the :guilabel:`Your Order` field change from orange :guilabel:`To Order` tags to red :guilabel:`Ordered` tags."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/orders.rst:164
|
|
msgid "Track an order"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/orders.rst:166
|
|
msgid "When orders have been sent to the vendors, the tags for the items in the :guilabel:`Your Order` summary change from red :guilabel:`Ordered` tags to blue :guilabel:`Sent` tags."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/orders.rst:169
|
|
msgid "Once orders have been received and verified, the tags change from blue :guilabel:`Sent` tags to green :guilabel:`Received` tags."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/orders.rst:173
|
|
msgid "Receive an order"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/orders.rst:175
|
|
msgid "When orders are received at the delivery location, they are confirmed by a **Lunch** app manager, and a notification is sent to the employee who ordered the food."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/orders.rst:179
|
|
msgid "My Orders"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/orders.rst:181
|
|
msgid "To view a full list of all orders placed in the **Lunch** app for the currently signed-in user, navigate to :menuselection:`Lunch app --> My Lunch --> My Order History`. This navigates to the :guilabel:`My Orders` dashboard. The data is filtered by :guilabel:`My Orders` and grouped by :guilabel:`Order Date: Day`, by default, both of which are located in the search bar."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/orders.rst:186
|
|
msgid "All products appear in a list view, organized by date. The list displays the :guilabel:`Order Date`, :guilabel:`Vendor`, :guilabel:`Product`, :guilabel:`Extras`, :guilabel:`Notes`, :guilabel:`User`, :guilabel:`Lunch Location`, :guilabel:`Price`, and :guilabel:`Status` information. If in a multi-company database, a :guilabel:`Company` column also appears."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/orders.rst:191
|
|
msgid "The total cost for each order is displayed on the line containing the order date. At the bottom of the list, beneath all the lines, the overall total amount paid for all the orders appears, under the :guilabel:`Price` column."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/orders.rst:195
|
|
msgid "At the end of each product line with a status of :guilabel:`Ordered` or :guilabel:`Sent`, an :guilabel:`X Cancel` button appears. Click :guilabel:`X Cancel` to cancel that product order. Once a product order has been cancelled, the money paid for that product is refunded, and appears in the user's account."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/orders.rst:200
|
|
msgid "At the end of each product line with a status of :guilabel:`Received`, a :guilabel:`Re-order` button appears. Click :guilabel:`Re-order` to instantly reorder that same product, with the same extras, if applicable. The new order appears in the list, under the current date, and the product is paid for, with money deducted from the user's account."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/orders.rst:-1
|
|
msgid "The list view that appears when navigating to the My Orders dashboard."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/orders.rst:209
|
|
msgid "My Account"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/orders.rst:211
|
|
msgid "To view a summary of all transactions in the user's account, navigate to :menuselection:`Lunch app --> My Lunch --> My Account History`. Doing so reveals the :guilabel:`My Account` dashboard."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/orders.rst:214
|
|
msgid "The default presentation of the :guilabel:`My Account` dashboard displays all entries, from newest to oldest. The :guilabel:`Date`, :guilabel:`Description`, and :guilabel:`Amount` are the only fields displayed in the list."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/orders.rst:218
|
|
msgid "Entries with a negative figure listed in the :guilabel:`Amount` column represent products purchased in the **Lunch** app. These appear in a `$-XX.XX` format."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/orders.rst:221
|
|
msgid "Entries with a positive balance either represent funds added to the user's lunch account, or cancelled orders that were eventually refunded to the user. These appear in a `$XX.XX` format."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/orders.rst:-1
|
|
msgid "The 'My Account' dashboard with the entry for adding funds to the user's lunch account."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/products.rst:3
|
|
msgid "Products"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/products.rst:5
|
|
msgid "Odoo's **Lunch** app does *not* come with any products preconfigured. The individual products being offered must first be configured before orders can be placed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/products.rst:8
|
|
msgid "To add and configure products for the **Lunch** app, navigate to :menuselection:`Lunch app --> Configuration --> Products`. Next, click the :guilabel:`New` button in the top-left corner, and a blank product form loads."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/products.rst:14
|
|
msgid ":guilabel:`Product Name`: Enter the name for the product. This field is **required**."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/products.rst:15
|
|
msgid ":guilabel:`Product Category`: Using the drop-down menu, select the :ref:`category <lunch/product-categories>` this product falls under. This field is **required**."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/products.rst:17
|
|
msgid ":guilabel:`Vendor`: Using the drop-down menu, select the vendor that supplies this product. This field is **required**."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/products.rst:19
|
|
msgid ":guilabel:`Price`: Enter the price for the product. The currency is determined by the company's localization."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/products.rst:21
|
|
msgid ":guilabel:`Description`: Enter a description of the product in this field. This description appears beneath the product photo when users are viewing the day's options."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/products.rst:23
|
|
msgid ":guilabel:`New Until`: Using the calendar popover, select the date on which the product is no longer labeled as new. Until this date, a green `New` tag appears on the product."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/products.rst:25
|
|
msgid ":guilabel:`Company`: Using the drop-down menu, select the companies this product is available for. If this field is left blank, this product does **not** appear for **any** company."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/products.rst:27
|
|
msgid "**Image**: Hover over the image box in the top-right corner of the form, and click the :icon:`fa-pencil` :guilabel:`(pencil)` icon that appears. A file explorer pop-up window appears. Navigate to the image, then click :guilabel:`Open`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/products.rst:-1
|
|
msgid "A product form filled out for a nine inch pizza."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/products.rst:37
|
|
msgid "Product categories"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/products.rst:39
|
|
msgid "Product categories organize the offerings in the **Lunch** app, and allows users to filter offerings when reviewing the menu for the day."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/products.rst:42
|
|
msgid "To add or modify categories, navigate to :menuselection:`Lunch app --> Configuration: Product Categories`. The available categories appear in a list view."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/products.rst:45
|
|
msgid "In the **Lunch** app, there are four default categories: :guilabel:`Sandwich`, :guilabel:`Pizza`, :guilabel:`Burger`, and :guilabel:`Drinks`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/products.rst:48
|
|
msgid "To add a new category, click the :guilabel:`New` button in the top-left corner, and a blank category form loads."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/products.rst:51
|
|
msgid "Enter a name in the :guilabel:`Product Category` field. If the category is company-specific and should only appear for a certain company, select the :guilabel:`Company` from the drop-down menu."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/products.rst:54
|
|
msgid "If desired, add a photo for the category. Hover over the image box in the top-right, and click the :icon:`fa-pencil` :guilabel:`(pencil)` icon that appears. This opens a file explorer pop-up window. Navigate to the image, then click :guilabel:`Open`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/products.rst:-1
|
|
msgid "The category form, with the fields filled out for a Soup category."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/user-accounts.rst:3
|
|
msgid "Manage user accounts"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/user-accounts.rst:5
|
|
msgid "In Odoo's **Lunch** application, users pay for products directly from their **Lunch** app account. For funds to appear in their account, a **Lunch** app manager **must** transfer funds into each user's account."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/user-accounts.rst:10
|
|
msgid "To add funds and manage user accounts, the user must have :guilabel:`Administrator` access rights set for the **Lunch** application. This is verified by navigating to :menuselection:`Settings app -->` :icon:`oi-arrow-right` :guilabel:`Manage Users`. Then, click on a user to view their various settings and access rights."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/user-accounts.rst:15
|
|
msgid "For more information, refer to the :doc:`Access rights <../../general/users/access_rights/>` documentation."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/user-accounts.rst:18
|
|
msgid "The **Lunch** application does **not** directly interface in any way with software or products linked to any monetary accounts or billing. Money **cannot** be transferred from users' bank accounts, nor can users' credit cards be charged."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/user-accounts.rst:22
|
|
msgid "Odoo's **Lunch** application **only** allows for manual entries of cash exchanges that are handled by the **Lunch** app manager. It is up to each individual company to create the method with which lunch accounts are replenished."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/user-accounts.rst:27
|
|
msgid "Some examples of how money can be organized and transferred within a company:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/user-accounts.rst:29
|
|
msgid "Cash is handed to the **Lunch** app manager, who then updates the user's account."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/user-accounts.rst:30
|
|
msgid "Money is automatically deducted from the user's paychecks, then the **Lunch** app manager updates the account when paychecks are issued. This requires :ref:`adding a salary attachment <payroll/worked-days-inputs>` for the user's payslip in the *Payroll* app."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/user-accounts.rst:33
|
|
msgid "Companies can sell \"lunch tickets\" at a set price (for example, one ticket costs $5.00). Users can purchase tickets from a **Lunch** app manager, who then updates the user's account."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/user-accounts.rst:39
|
|
msgid "Cash Moves"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/user-accounts.rst:41
|
|
msgid "To add funds to user accounts, each cash move must be individually logged. To view all cash move records, or create a new cash move, navigate to :menuselection:`Lunch app --> Manager --> Cash Moves`. Doing so reveals the :guilabel:`Cash Moves` dashboard."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/user-accounts.rst:45
|
|
msgid "On the :guilabel:`Cash Moves` dashboard, all cash moves are presented in a default list view, displaying each record's :guilabel:`Date`, :guilabel:`User`, :guilabel:`Description`, and :guilabel:`Amount`. The total of all the cash moves is displayed at the bottom of the :guilabel:`Amount` column."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/user-accounts.rst:-1
|
|
msgid "The list view of all cash moves."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/user-accounts.rst:54
|
|
msgid "Add funds"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/user-accounts.rst:56
|
|
msgid "To add funds to a lunch account, click the :guilabel:`New` button, located in the top-left corner of the :guilabel:`Cash Moves` dashboard."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/user-accounts.rst:59
|
|
msgid "A blank :guilabel:`Cash Moves` form loads. Enter the following information on the form:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/user-accounts.rst:61
|
|
msgid ":guilabel:`User`: select the user depositing cash into their account from the drop-down menu. If the user is not in the database, they can be created by typing their name in the :guilabel:`User` field, and clicking either :guilabel:`Create \"user\"` or :guilabel:`Create and edit...` to create the user and edit the :guilabel:`Create User` form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/user-accounts.rst:65
|
|
msgid ":guilabel:`Date`: using the calendar popover, select the date the transaction occurred."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/user-accounts.rst:66
|
|
msgid ":guilabel:`Amount`: enter the amount being added to the lunch account."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/user-accounts.rst:67
|
|
msgid ":guilabel:`Description`: enter a brief description of the transaction."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/user-accounts.rst:-1
|
|
msgid "The cash move form filled out for a transaction of $40.00."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/user-accounts.rst:73
|
|
msgid "Control Accounts"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/user-accounts.rst:75
|
|
msgid "An overview of every transaction in the **Lunch** app, including all cash deposits and purchases, can be viewed on the main *Control Accounts* dashboard. To access this dashboard, navigate to :menuselection:`Lunch app --> Manager --> Control Accounts.`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/user-accounts.rst:79
|
|
msgid "All transactions are grouped :guilabel:`By Employee`, and listed alphabetically by the user's first name. At the end of the user's name, a number appears. This indicates the number of individual records logged for that user."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/user-accounts.rst:83
|
|
msgid "The default view is to have all individual transactions hidden. To view all transactions for a user, click the :icon:`fa-caret-right` :guilabel:`(triangle)` icon to the left of the desired name to expand that specific group."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/user-accounts.rst:87
|
|
msgid "Each record includes the :guilabel:`Date`, :guilabel:`User`, :guilabel:`Description`, and :guilabel:`Amount`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/user-accounts.rst:-1
|
|
msgid "The Control Accounts dashboard with two employee's transactions expanded."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/user-accounts.rst:94
|
|
msgid "This list only displays the various transactions within the **Lunch** app, and does **not** allow modifications to be made to any records listed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/user-accounts.rst:97
|
|
msgid "Cash moves can be modified, but **only** from the :ref:`Cash Moves <lunch/cash-moves>` dashboard, not from the :guilabel:`Control Accounts` dashboard."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/user-accounts.rst:100
|
|
msgid "It is **not** possible to modify any product-related records."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/vendors.rst:3
|
|
msgid "Vendors"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/vendors.rst:5
|
|
msgid "Before :doc:`products can be added <products>` to the **Lunch** app, the restaurants that provide the food needs to be configured."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/vendors.rst:8
|
|
msgid "To add a new vendor, first navigate to :menuselection:`Lunch app --> Configuration --> Vendors`. Here, all currently configured vendors for the **Lunch** app appear in a default Kanban view. To change to a list view, click the :icon:`oi-view-list` :guilabel:`(List)` icon in the top-right corner."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/vendors.rst:14
|
|
msgid "No vendors are preconfigured in the **Lunch** app, so all vendors **must** be added to the database."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/vendors.rst:17
|
|
msgid "A placeholder :guilabel:`Lunch Supplier` card appears on the :guilabel:`Vendors` dashboard, by default. Click on this card, and configure the following fields on the vendor form:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/vendors.rst:20
|
|
msgid ":ref:`Vendor information <lunch/vendor-info>`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/vendors.rst:21
|
|
msgid ":ref:`Availability <lunch/availability>`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/vendors.rst:22
|
|
msgid ":ref:`Orders <lunch/orders>`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/vendors.rst:23
|
|
msgid ":ref:`Extras <lunch/extras>`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/vendors.rst:25
|
|
msgid "After the first vendor is configured, add more vendors by clicking the :guilabel:`New` button in the top-left corner, and configure the new lunch supplier form. Repeat for all needed vendors."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/vendors.rst:31
|
|
msgid "Vendor information"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/vendors.rst:33
|
|
msgid ":guilabel:`Vendor`: Enter a name for the vendor in this field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/vendors.rst:34
|
|
msgid ":guilabel:`Vendor` (beneath the line for vendor name): Using the drop-down menu, select the corresponding vendor in the **Contacts** app. If the vendor has not already been created, type in the vendor name, and click :guilabel:`Create \"new vendor name\"` to add them. Alternatively, click :guilabel:`Create and edit...` to create the vendor and edit the vendor contact form. The vendor contact form allows for more details to be entered, such as contact information."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/vendors.rst:41
|
|
msgid "If a selection is made to the drop-down :guilabel:`Vendor` field, the :guilabel:`Vendor` text field (above, for the vendor's name) updates with the name of the vendor chosen from the drop-down menu."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/vendors.rst:45
|
|
msgid "The list of vendors that is presented in the drop-down menu is pulled from the **Contacts** application."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/vendors.rst:48
|
|
msgid ":guilabel:`Address`: Enter the vendor's address in the various fields."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/vendors.rst:49
|
|
msgid ":guilabel:`Email`: Enter the vendor's email in this field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/vendors.rst:50
|
|
msgid ":guilabel:`Phone`: Enter the vendor's phone number in this field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/vendors.rst:51
|
|
msgid ":guilabel:`Company`: If this vendor is only available to a specific company, select the company from the drop-down menu. If this field is left blank, the vendor's items are available to **all** companies. This field **only** appears in a multi-company database."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/vendors.rst:-1
|
|
msgid "The top portion of the vendor form filled out."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/vendors.rst:61
|
|
msgid "Availability"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/vendors.rst:63
|
|
msgid "The :guilabel:`AVAILABILITY` section presents a table with two rows. The days of the week populate the top row, and the bottom row has checkboxes. Tick the corresponding checkbox for each day of the week the vendor is available."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/vendors.rst:67
|
|
msgid "By default, Monday through Friday are ticked."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/vendors.rst:-1
|
|
msgid "The default view of the availability section, with Mon-Fri enabled."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/vendors.rst:77
|
|
msgid "The :guilabel:`ORDERS` section of the vendor form details which locations the vendor is available for, in addition to how and when orders are placed and received."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/vendors.rst:80
|
|
msgid ":guilabel:`Delivery`: Using the drop-down menu, select :guilabel:`Delivery` if the vendor delivers to the office, or select :guilabel:`No Delivery` if orders must be picked up."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/vendors.rst:82
|
|
msgid ":guilabel:`Location`: Select which locations are able to order from this vendor. Multiple locations can be selected. If this field is left blank, **all** locations can order from the vendor."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/vendors.rst:87
|
|
msgid "An `HQ Office` location is created by default when creating a database, and is available to select from the list."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/vendors.rst:90
|
|
msgid ":guilabel:`Send Order By`: Click the radio button to select how orders are sent to the vendor. The available options are :guilabel:`Phone` or :guilabel:`Email`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/vendors.rst:92
|
|
msgid ":guilabel:`Order Time`: This field **only** appears if :guilabel:`Email` is selected in the :guilabel:`Send Order By` field. Enter the time that an order must be emailed for it to be accepted. Enter the time in the following format: `HH:MM`. Then select either :guilabel:`AM` or :guilabel:`PM` from the drop-down menu, next to the time field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/vendors.rst:-1
|
|
msgid "The orders section of a vendor form, with all fields filled out."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/vendors.rst:103
|
|
msgid "Extras"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/vendors.rst:105
|
|
msgid "When ordering an item in the **Lunch** app, optional extra items, sometimes referred to as *add-ons*, can be shown. These can be configured in any manner that suits the products being offered."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/vendors.rst:109
|
|
msgid "By default, Odoo allows for three types of extra items, which can be thought of as *categories*. By default, the first type (or *category*) of add-ons is labeled `Extras`, the second is labeled `Beverages`, and the third is labeled `Extra Label 3`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/vendors.rst:114
|
|
msgid "When configuring the extras, it is important to keep in mind that all the extras configured appear for **every item** offered by the vendor. That means that only items which apply to **all** products from the vendor should be added."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/vendors.rst:121
|
|
msgid "Configure extras"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/vendors.rst:123
|
|
msgid "Enter the following information for each of the three available extra sections:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/vendors.rst:125
|
|
msgid ":guilabel:`Extra (#) Label`: Enter a name for the type of extra, such as `Toppings`. This can be thought of as a *category*."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/vendors.rst:127
|
|
msgid ":guilabel:`Extra (#) Quantity`: Select how the extras are selected. The options are:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/vendors.rst:129
|
|
msgid ":guilabel:`None or More`: Select this option if the user is not required to make a selection."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/vendors.rst:130
|
|
msgid ":guilabel:`One or More`: Select this option to **require** the user to make **at least one** selection."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/vendors.rst:132
|
|
msgid ":guilabel:`Only One`: Select this option to **require** the user to make **only one** selection."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/vendors.rst:135
|
|
msgid "Add extras"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/vendors.rst:137
|
|
msgid "After the labels and quantities have been configured for an extra category, the individual extra items must be added for each category."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/vendors.rst:140
|
|
msgid "Click :guilabel:`Add a line` at the bottom of the list that appears on the right-hand side of the extra category. Enter the :guilabel:`Name` and :guilabel:`Price` for each item being added. The price can remain at `$0.00` if there is no cost. This is common for items like disposable silverware or condiments."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/vendors.rst:146
|
|
msgid "For a pizzeria that only offers personal pizzas, see their extras configured as follows:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/vendors.rst:148
|
|
msgid "The first extra is configured for the various toppings they offer. The :guilabel:`Extra 1 Label` is set to `Toppings`, and the :guilabel:`Extra 1 Quantity` is set to :guilabel:`None or More`. The various toppings are then added, with their corresponding costs."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/vendors.rst:0
|
|
msgid "The first of the extras configured for pizza toppings."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/vendors.rst:155
|
|
msgid "The pizzeria also offers a free beverage with any purchase. To set this up, the :guilabel:`Extra 2 Label` is set to `Beverages`, and the :guilabel:`Extra 2 Quantity` is set to :guilabel:`Only One`. The various beverage choices are added, and the cost for each remains zero."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/lunch/vendors.rst:0
|
|
msgid "The second of the extras configured for a free beverage with purchase."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:5
|
|
#: ../../content/applications/hr/payroll.rst:53
|
|
#: ../../content/applications/hr/payroll/reporting.rst:31
|
|
msgid "Payroll"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:7
|
|
msgid "Odoo *Payroll* is used to process work entries and create payslips for employees. *Payroll* works in conjunction with other Odoo apps, such as *Employees*, *Time Off*, *Attendances*, and *Planning*."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:10
|
|
msgid "The *Payroll* app helps ensure there are no issues or conflicts when validating work entries. It also handles country-specific localizations to ensure payslips follow local rules and taxes, and allows for salary assignments."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:17
|
|
msgid "Configure the *Payroll* app by navigating to :menuselection:`Payroll app --> Configuration --> Settings`. The various settings for accounting, localizations, time off, alerts, and payslips are specified here."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:24
|
|
msgid "Accounting"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:26
|
|
msgid "The accounting section of the configuration menu relates to three options:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:28
|
|
msgid ":guilabel:`Payroll Entries`: enable this option to post payroll slips in accounting."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:29
|
|
msgid ":guilabel:`Payroll SEPA`: enable this option to create SEPA payments."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:30
|
|
msgid ":guilabel:`Batch Account Move Lines`: enable this option to have a single account move line created from all the accounting entries from the same period. This disables the generation of single payments."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:35
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2518
|
|
#: ../../content/applications/hr/time_off.rst:5
|
|
msgid "Time off"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:37
|
|
msgid ":guilabel:`Deferred Time Off`: if time off is taken after payslips are validated, the time off needs to be applied to the following pay period. Select the person that will be notified for these specific time off situations using the drop-down menu in the :guilabel:`Responsible` field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:42
|
|
msgid "An employee is paid on the 15th of the month and the last day of the month. Payslips are typically processed a day before."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:45
|
|
msgid "If an employee's payslip is approved and processed on the 30th, but that same employee takes an unexpected sick day on the 31st, the time off needs to be logged."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:48
|
|
msgid "Since the employee is already paid for a regular work day on the 31st, to keep the time off balances correct, the sick day is moved/applied to the 1st of the next month (the next pay period)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:55
|
|
msgid ":guilabel:`Contract Expiration Notice Period`: enter the number of :guilabel:`Days` before a contract expires, and Odoo notifies the responsible person about the upcoming expiration at that time."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:58
|
|
msgid ":guilabel:`Work Permit Expiration Notice Period`: enter the number of :guilabel:`Days` before a work permit expires, and Odoo notifies the responsible person about the upcoming expiration at that time."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:61
|
|
msgid ":guilabel:`Payslip PDF Display`: enable this option to show the payslip's PDF when the state is validated."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:67
|
|
#: ../../content/applications/hr/payroll/contracts.rst:3
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:77
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:52
|
|
msgid "Contracts"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:69
|
|
msgid "In order for an employee to be paid, they **must** have an active contract for a specific type of employment. Creating and viewing contract templates, and creating and viewing employment types, is possible from this section of the configuration header menu."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:76
|
|
msgid "Templates"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:78
|
|
msgid "Contract templates are used when sending an offer to a candidate. The contract template forms the basis of an offer, and can be modified for specific candidates or employees, when necessary. If a contract template is created or modified in the *Payroll* application, the changes are also reflected in the *Recruitment* application."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:84
|
|
msgid "To access contract templates, the *Salary Configurator* (`hr_contract_salary`) module **must** be :ref:`installed <general/install>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:87
|
|
msgid "To view all the current contract templates in the database, navigate to :menuselection:`Payroll app --> Configuration --> Contracts: Templates`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:90
|
|
msgid "On the :guilabel:`Contract Templates` page, all current contract templates appear in a list view. To view the details of a contract template, click anywhere on the line to open the contract form. The contract template can be modified from this form. Proceed to make any desired changes to the contract."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:95
|
|
msgid "To create a new contract template, click the :guilabel:`New` button. Then, enter the following information on the blank contract template form that appears:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:98
|
|
msgid ":guilabel:`Contract Reference`: enter a brief description for the template. This should be clear and easily understood, as this name appears in the *Recruitment* application, as well."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:100
|
|
msgid ":guilabel:`Working Schedule`: select the desired working schedule the contract applies to from the drop-down menu. If a new working schedule is needed, create a :ref:`new working schedule <payroll/new-working-schedule>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:103
|
|
msgid ":guilabel:`Work Entry Source`: select how the work entries are generated. Choices are either:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:105
|
|
msgid ":guilabel:`Working Schedule`: work entries are generated based on the selected working schedule."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:106
|
|
msgid ":guilabel:`Attendances`: work entries are generated based on the employee's attendance, as they are logged in the *Attendances* application. Refer to the :ref:`Attendances <attendances/check-in>` documentation for information on checking in and out."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:109
|
|
msgid ":guilabel:`Planning`: work entries are generated based on the employee's planning in the *Planning* application."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:112
|
|
msgid ":guilabel:`Salary Structure Type`: select the :ref:`salary structure type <payroll/structure-types>` from the drop-down menu."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:114
|
|
msgid ":guilabel:`Department`: select the department the contract template applies to from the drop-down menu. If blank, the template applies to all departments."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:116
|
|
msgid ":guilabel:`Job Position`: select the :ref:`job position <payroll/job-positions>` the contract template applies to from the drop-down menu. If blank, the template applies to all job positions."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:118
|
|
msgid ":guilabel:`Wage on Payroll`: enter the monthly wage in the field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:119
|
|
msgid ":guilabel:`Contract Type`: select the type of contract from the drop-down menu. This list is the same as the :ref:`Employment Types <payroll/employment-types>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:121
|
|
msgid ":guilabel:`HR Responsible`: select the employee responsible for validating contracts, using this template, from the drop-down menu."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:123
|
|
msgid ":guilabel:`New Contract Document Template`: select a default document that a new employee has to sign to accept an offer."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:125
|
|
msgid ":guilabel:`Contract Update Document Template`: select a default document that a current employee has to sign to update their contract."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:-1
|
|
msgid "A new contract template form, with the fields filled in."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:133
|
|
#: ../../content/applications/hr/payroll/contracts.rst:117
|
|
msgid "Salary information tab"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:135
|
|
msgid ":guilabel:`Wage Type`: select either :guilabel:`Fixed Wage` or :guilabel:`Hourly Wage` from the drop-down menu."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:137
|
|
msgid ":guilabel:`Schedule Pay`: using the drop-down menu, select how often the employee is paid. Options include :guilabel:`Annually`, :guilabel:`Semi-annually`, :guilabel:`Quarterly`, :guilabel:`Bi-monthly`, :guilabel:`Monthly`, :guilabel:`Semi-monthly`, :guilabel:`Bi-weekly`, :guilabel:`Weekly`, or :guilabel:`Daily`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:141
|
|
msgid ":guilabel:`Wage`: enter the gross wage. The time period presented in this field is based on what is selected for the :guilabel:`Scheduled Pay` field. It is recommended to populate the :guilabel:`Yearly Cost (Real)` field *first*, since that entry updates this field automatically."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:144
|
|
msgid ":guilabel:`Yearly Cost (Real)`: enter the total yearly cost the employee costs the employer. When this value is entered, the :guilabel:`Monthly Cost (Real)` is automatically updated."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:146
|
|
msgid ":guilabel:`Monthly Cost (Real)`: this field is **not** editable. The value is automatically populated after the :guilabel:`Yearly Cost (Real)` is entered."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:150
|
|
msgid "The :guilabel:`Schedule Pay`, :guilabel:`Wage`, and :guilabel:`Yearly Cost (Real)` fields are all linked. If any of these fields are updated, the other two fields automatically update to reflect the change. It is best practice to check these three fields if any modifications have been made, to ensure they are accurate."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:-1
|
|
msgid "The salary information tab, with the fields filled in."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:160
|
|
msgid "Pre-tax benefits and post-tax deductions"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:162
|
|
msgid "Depending on the localization settings set for the company, the entries presented in this section either vary, or may not appear at all."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:165
|
|
msgid "For example, some entries may pertain to retirement accounts, health insurance benefits, and commuter benefits."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:168
|
|
msgid "Enter the monetary amounts or percentages to specify how much of the employee's salary goes to the various benefits and/or deductions."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:174
|
|
msgid "Employment types"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:176
|
|
msgid "To view all the pre-configured employment types, navigate to :menuselection:`Payroll application --> Configuration --> Contracts: Employment Types`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:179
|
|
msgid "The employment types are presented in a list view on the :guilabel:`Employment Types` page."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:181
|
|
msgid "The default employment types are :guilabel:`Permanent`, :guilabel:`Temporary`, :guilabel:`Seasonal`, :guilabel:`Interim`, :guilabel:`Full-Time`, :guilabel:`Part-Time`, and :guilabel:`Permanent`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:184
|
|
msgid "To make a new employment type, click the :guilabel:`New` button in the upper-left corner, and a blank line appears at the bottom of the :guilabel:`Employment Types` page."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:187
|
|
msgid "On this new blank line, enter the name of the employment type in the :guilabel:`Name` column. If the employment type is country-specific, select the country using the drop-down menu in the :guilabel:`Country` column. If a country is selected, then the employment type is *only* applicable for that specific country."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:192
|
|
msgid "To rearrange the order of the employment types, click the :guilabel:`six small gray boxes` icon to the left of the employment type :guilabel:`Name`, and drag the line to the desired position on the list."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:-1
|
|
msgid "The employment types in the database by default, in a list view."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:203
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:29
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2766
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:3
|
|
msgid "Work entries"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:205
|
|
msgid "A *work entry* is an individual record on an employee's timesheet. Work entries can be configured to account for all types of work and time off, such as :guilabel:`Attendance`, :guilabel:`Sick Time Off`, :guilabel:`Training`, or :guilabel:`Public Holiday`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:210
|
|
msgid ":doc:`Manage work entries <payroll/work_entries>`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:213
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:786
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2776
|
|
msgid "Work entry types"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:215
|
|
msgid "When creating a work entry in the *Payroll* application, or when an employee enters new time off types in *Time Off* application, a :guilabel:`Work Entry Type` needs to be selected. The list of :guilabel:`Work Entry Types` is automatically created based on localization settings set in the database."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:220
|
|
msgid "To view the current work entry types available, go to :menuselection:`Payroll app --> Configuration --> Work Entries --> Work Entry Types`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:223
|
|
msgid "Each work entry type has a code to aid in the creation of payslips, and to ensure all taxes and fees are correctly entered."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:-1
|
|
msgid "List of all work entry types currently available for use, with the payroll code and color."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:231
|
|
msgid "New work entry type"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:233
|
|
msgid "To create a new :guilabel:`Work Entry Type`, click the :guilabel:`New` button, and enter the information for the following sections on the form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:237
|
|
#: ../../content/applications/hr/payroll.rst:665
|
|
#: ../../content/applications/hr/payroll/contracts.rst:50
|
|
msgid "General information section"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:239
|
|
msgid ":guilabel:`Work Entry Type Name`: the name should be short and descriptive, such as `Sick Time` or `Public Holiday`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:241
|
|
msgid ":guilabel:`Payroll Code`: this code appears with the work entry type on timesheets and payslips. Since the code is used in conjunction with the *Accounting* application, it is advised to check with the accounting department for a code to use."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:244
|
|
msgid ":guilabel:`External Code`: this code is used for exporting data to a third-party payroll service. Check with the third-party being used to determine the :guilabel:`External Code` to enter for the new work entry type."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:247
|
|
msgid ":guilabel:`Color`: select a color for the particular work entry type."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:250
|
|
msgid "Display in payslip section"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:252
|
|
msgid ":guilabel:`Rounding`: the rounding method selected determines how quantities on timesheet entries are displayed on the payslip."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:255
|
|
msgid ":guilabel:`No Rounding`: entry is not modified."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:256
|
|
msgid ":guilabel:`Half Day`: entry is rounded to the closest half day amount."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:257
|
|
msgid ":guilabel:`Day`: entry is rounded to the closest full day amount."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:260
|
|
msgid "If the working time is set to an 8-hour work day (40-hour work week), and an employee enters a time of 5.5 hours on a work entry, and :guilabel:`Rounding` is set to :guilabel:`No Rounding`, the entry remains 5.5 hours. If :guilabel:`Rounding` is set to :guilabel:`Half Day`, the entry is changed to 4 hours. If it is set to :guilabel:`Day`, it is changed to 8 hours."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:266
|
|
msgid "Unpaid section"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:268
|
|
msgid ":guilabel:`Unpaid in Structures Types`: if the work entry is for work that is not paid, specify which pay structure the unpaid work entry applies to from the drop-down menu. Some situations where work is logged on a payslip, but no compensation given would be for unpaid internships, unpaid training, or volunteer work."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:274
|
|
msgid "Valid for advantages section"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:276
|
|
msgid ":guilabel:`Meal Voucher`: if the work entry should count towards a meal voucher, check the box."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:277
|
|
msgid ":guilabel:`Representation Fees`: if the work entry should count towards representation fees, check the box."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:279
|
|
msgid ":guilabel:`Private Car Reimbursement`: if the work entry should count towards a private car reimbursement, check the box."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:283
|
|
msgid "Time off options section"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:285
|
|
msgid ":guilabel:`Time Off`: check this box if the work entry type can be selected for a time off request, or entry, in the *Time Off* application."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:288
|
|
msgid "If :guilabel:`Time Off` is checked, a :guilabel:`Time Off Type` field appears. This field has a drop-down menu to select the specific types of time off, such as `Paid Time Off`, `Sick Time Off`, or `Extra Hours`, for example."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:292
|
|
msgid "A new type of time off can be entered in the field, if the listed types of time off in the drop-down menu do **not** display the type of time off needed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:296
|
|
msgid "Reporting section"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:298
|
|
msgid ":guilabel:`Unforeseen Absence`: if the work entry should be visible on the unforeseen absences report, check this box."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:-1
|
|
msgid "New work entry type form with all fields to be filled in."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:308
|
|
msgid "Working schedules"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:310
|
|
msgid "To view the currently configured working schedules, go to :menuselection:`Payroll app --> Configuration --> Work Entries --> Working Schedules`. The working schedules that are available for an employee's contracts are found in this list."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:314
|
|
msgid "Working schedules are company-specific. Each company **must** identify each type of working schedule they use. If the database is created for only one company, the company column is not available."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:318
|
|
msgid "An Odoo database containing multiple companies that use a standard 40-hour work week needs to have a separate working schedule entry for each company that uses the 40-hour standard work week."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:321
|
|
msgid "A database with five companies that all use a standard 40-hour work week needs to have five separate 40-hour working schedules configured."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:-1
|
|
msgid "All working schedules available to use currently set up in the database for the company."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:331
|
|
msgid "New working schedule"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:333
|
|
msgid "To create a new working schedule, click the :guilabel:`New` button, and enter the information on the form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:336
|
|
msgid "The fields are auto-populated for a regular 40-hour work week but can be modified. First, change the name of the working time by modifying the text in the :guilabel:`Name` field. Next, make any adjustments to the days and times that apply to the new working time."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:340
|
|
msgid "In the :guilabel:`Working Hours` tab, modify the :guilabel:`Day of Week`, :guilabel:`Day Period`, and :guilabel:`Work Entry Type` selections by clicking on the drop-down menus in each column and making the desired selection. The :guilabel:`Work From` and :guilabel:`Work To` columns are modified by typing in the time."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:346
|
|
msgid "The :guilabel:`Work From` and :guilabel:`Work To` times must be in a 24-hour format. For example, `2:00 PM` would be entered as `14:00`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:349
|
|
msgid "If the working time should be in a two-week configuration, click the :guilabel:`Switch to 2 weeks calendar` button in the top-left. This creates entries for an :guilabel:`Even week` and an :guilabel:`Odd week`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:-1
|
|
msgid "New working schedule form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:363
|
|
msgid "Structure types"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:365
|
|
msgid "In Odoo, structure types are used to identify group of people referring to the same payroll rules. A structure type contains specific options and a subset of structures that will be used according the situation."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:369
|
|
msgid "In Odoo, an employee's payslip is based on *structures* and *structure types*, which both affect how an employee enters timesheets. Each structure type is an individual set of rules for processing a timesheet entry, which consists of different structures nested within it. Structure types define how often an employee gets paid, the working hours, and if wages are based on a salary (fixed) or how many hours the employee worked (varied)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:375
|
|
msgid "For example, a structure type could be `Employee`, and that structure type could have two different structures in it: a `Regular Pay` structure which includes all the separate rules for processing regular pay, as well as a structure for an `End of Year Bonus` which includes the rules only for the end of year bonus. Both the `Regular Pay` structure and `End of Year Bonus` structure are structures within the `Employee` structure type."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:381
|
|
msgid "The different :guilabel:`Structure Types` can be seen by navigating to :menuselection:`Payroll app --> Configuration --> Salary: Structure Types`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:384
|
|
msgid "Two default structure types are configured in Odoo: :guilabel:`Employee` and :guilabel:`Worker`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:386
|
|
msgid "Typically, :guilabel:`Employee` is used for salaried employees, which is why the wage type is :guilabel:`Monthly Fixed Wage`, and :guilabel:`Worker` is typically used for employees paid by the hour, so the wage type is :guilabel:`Hourly Wage`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:-1
|
|
msgid "List of all currently configured structure types available to use."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:397
|
|
msgid "New structure type"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:399
|
|
msgid "To make a new structure type, click the :guilabel:`New` button, and a blank structure type form appears."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:402
|
|
msgid "Proceed to enter information in the fields. Most fields are pre-populated, but all the fields can be modified."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:405
|
|
msgid ":guilabel:`Structure Type`: enter the name for the new structure type, such as `Employee` or `Worker`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:407
|
|
msgid ":guilabel:`Country`: select the country that the new structure type applies to from the drop-down menu."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:409
|
|
msgid ":guilabel:`Wage Type`: select what type of wage the new structure type uses, either :guilabel:`Fixed Wage` or :guilabel:`Hourly Wage`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:412
|
|
msgid "If the type is to be used for salaried employees, who receive the same wage every pay period, select :guilabel:`Fixed Wage`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:415
|
|
msgid "If the type is to be used for employees, who receive wages based on how many hours they worked during a pay period, select :guilabel:`Hourly Wage`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:417
|
|
msgid ":guilabel:`Default Scheduled Pay`: select the typical pay schedule for the new structure type from the drop-down menu. Options are :guilabel:`Monthly`, :guilabel:`Quarterly`, :guilabel:`Semi-annually`, :guilabel:`Annually`, :guilabel:`Weekly`, :guilabel:`Bi-weekly`, :guilabel:`Bi-monthly`. This indicates how often this specific type of structure is paid out."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:421
|
|
msgid ":guilabel:`Default Working Hours`: select the default working hours for the new structure type from the drop-down menu. All available working hours for the currently selected company appear in the drop-down menu. The default working hours that are pre-configured in Odoo is the :guilabel:`Standard 40 hours/week` option. If the needed working hours do not appear in the list, a :ref:`new set of default working hours can be created <new-default-working-hours>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:426
|
|
msgid ":guilabel:`Regular Pay Structure`: type in the name for the regular pay structure. It will be used as the default option when generating payslips."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:428
|
|
msgid ":guilabel:`Default Work Entry Type`: For employees whose contracts is referred under this structure type, the main work entry type used for all period of work is defined here. It will commonly be set as **Attendance**, :guilabel:`Overtime Hours`, :guilabel:`Generic Time Off`, :guilabel:`Compensatory Time Off`, :guilabel:`Home Working`, :guilabel:`Unpaid`, :guilabel:`Sick Time Off`, :guilabel:`Paid Time Off`, :guilabel:`Out Of Contract`, :guilabel:`Extra Hours`, and :guilabel:`Long Term Time Off`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:435
|
|
msgid "To view all the options for the :guilabel:`Default Work Entry Type`, click the :guilabel:`Search More..` button at the bottom of the drop-down list."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:438
|
|
msgid "Depending on the localization settings, this list may contain more options in addition to the default options."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:-1
|
|
msgid "New structure type form to fill out when creating a new structure type."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:448
|
|
msgid "New default working hours"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:450
|
|
msgid "To make new default working hours, type the name for the new working hours in the :guilabel:`Default Working Hours` field on the new structure type form. Click :guilabel:`Create and edit`. A default working hours form pops up. The default working hours form has two sections, a general information section and a tab listing out all the individual working hours by day and time. When the form is completed, click :guilabel:`Save & Close`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:456
|
|
msgid ":guilabel:`Name`: type in the name for the new default working hours. This should be descriptive and clear to understand, such as `Standard 20 Hours/Week`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:458
|
|
msgid ":guilabel:`Company`: select the company that can use these new default working hours from the drop-down menu. Blank field means it's available for all companies."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:460
|
|
msgid ":guilabel:`Average Hour Per Day`: the average hours per day field is auto-populated, based on the working hours configured in the :guilabel:`Working Hours` tab. This entry affects resource planning, since the average daily hours affect what resources can be used, and in what quantity, per work day."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:464
|
|
msgid ":guilabel:`Timezone`: select the time zone to be used for the new default working hours from the drop-down menu."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:466
|
|
msgid ":guilabel:`Company Full Time`: enter the number of hours per week an employee would need to work to be considered a full-time employee. Typically, this is approximately 40 hours, and this number affects what types of benefits an employee can receive, based on their employment status (full-time vs part-time)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:470
|
|
msgid ":guilabel:`Work Time Rate`: this percentage is auto-generated based on the entry for the :guilabel:`Company Full Time` and the working hours configured in the :guilabel:`Working Hours` tab. This number should be between `0.00%` and `100%`, so if the percentage is above `100%`, it is an indication that the working times and/or :guilabel:`Company Full Time` hours need adjustment."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:474
|
|
msgid ":guilabel:`Working Hours` Tab: this tab is where each day's specific working hours are listed. When a new default working hour form is created, the :guilabel:`Working Hours` tab is pre-populated with a default 40-hour week, with each day divided into three timed sections."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:478
|
|
msgid "Every day has morning (8:00-12:00), lunch (12:00-13:00), and evening (13:00-17:00) hours configured, using a 24 hour time format."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:481
|
|
msgid "To adjust any of these hours, click on the specific field to adjust, and make the adjustment using the drop-down menus, or in the specific case of the times, type in the desired time."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:484
|
|
msgid "Keep in mind, working hours are company-specific, and cannot be shared between companies. Each company needs to have their own working hours set."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:488
|
|
msgid "If the working hours are not consistent each week, and the hours are on a bi-weekly schedule instead, click the :guilabel:`Switch to 2 week calendar` button at the top of the new default working hours form. This changes the :guilabel:`Working Hours` tab to display two weeks of working times that can be adjusted."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:494
|
|
msgid "Structures"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:496
|
|
msgid "*Salary structures* are the different situations an employee could be paid within a specific *structure*, and are specifically defined by various rules."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:499
|
|
msgid "The amount of structures a company needs for each structure type depends on how many different ways employees are paid, and how their pay is calculated. For example, a common structure that could be useful to add may be a `Bonus`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:503
|
|
msgid "To view all the various structures for each structure type, go to :menuselection:`Payroll app --> Configuration --> Salary --> Structures`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:506
|
|
msgid "Each :ref:`structure type <payroll/structure-types>` lists the various structures associated with it. Each structure contains a set of rules that define it."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:-1
|
|
msgid "All available salary structures."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:513
|
|
msgid "Click on a structure to view its :guilabel:`Salary Rules`. These rules define how the payslip will be computed for the employee."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:-1
|
|
msgid "Salary structure details for Regular Pay, listing all the specific Salary Rules."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:521
|
|
#: ../../content/applications/hr/time_off.rst:301
|
|
msgid "Rules"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:523
|
|
msgid "Each structure has a set of salary rules used to compute the various amounts considered in the pay. These rules are configured by the localization and affect the computation of the salaries. Modification or creation of rules should only be done when necessary."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:527
|
|
msgid "To view all the rules, go to :menuselection:`Payroll app --> Configuration --> Salary --> Rules`. Click on a structure (such as :guilabel:`Regular Pay`) to view all the rules."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:530
|
|
msgid "To make a new rule, click :guilabel:`New`. A new rule form appears. Enter the following information in the fields."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:534
|
|
msgid "Top section"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:536
|
|
msgid ":guilabel:`Rule Name`: enter a name for the rule. This field is required."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:537
|
|
msgid ":guilabel:`Category`: select a category the rule applies to from the drop-down menu, or enter a new one. This field is required."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:539
|
|
msgid ":guilabel:`Code`: enter a code to be used for this new rule. This field is required."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:540
|
|
msgid ":guilabel:`Sequence`: enter a number indicating when this rule is calculated in the sequence of all other rules."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:542
|
|
msgid ":guilabel:`Salary Structure`: select a salary structure the rule applies to from the drop-down menu, or enter a new one. This field is required."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:544
|
|
msgid ":guilabel:`Active`: enable this toggle, so the rule is available for use. Disable the toggle to continue to show it on the payslip, but skip the computation."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:546
|
|
msgid ":guilabel:`Appears on payslip`: tick the checkbox to have the rule appear on employee printed payslip."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:548
|
|
msgid ":guilabel:`View on Employer Cost Dashboard`: tick the checkbox to have the rule appear on the :guilabel:`Employer Cost` report, located on the *Payroll* app dashboard."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:550
|
|
msgid ":guilabel:`View on Payroll Reporting`: tick the checkbox to have the rule appear on payroll reports."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:-1
|
|
msgid "Enter the information for the new rule on the new rule form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:558
|
|
msgid "General tab"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:561
|
|
msgid "Conditions"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:563
|
|
msgid ":guilabel:`Condition Based on`: select from the drop-down menu whether the rule is :guilabel:`Always True` (always applies), a :guilabel:`Range` (applies to a specific range, which is entered beneath the selection), or a :guilabel:`Python Expression` (the code is entered beneath the selection). This field is required."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:569
|
|
msgid "Computation"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:571
|
|
msgid ":guilabel:`Amount Type`: select from the drop-down menu whether the amount is a :guilabel:`Fixed Amount`, a :guilabel:`Percentage (%)`, or a :guilabel:`Python Code`. Depending on what is selected, the fixed amount, percentage, or Python code needs to be entered next. This field is required."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:577
|
|
msgid "Company contribution"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:579
|
|
msgid ":guilabel:`Partner`: if another company financially contributes to this rule, select the company from the drop-down menu."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:583
|
|
#: ../../content/applications/hr/payroll.rst:749
|
|
msgid "Description tab"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:585
|
|
msgid "Provide any additional information in this tab to help clarify the rule. This tab only appears in the rule form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:589
|
|
msgid "Accounting tab"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:591
|
|
msgid ":guilabel:`Debit Account`: select the debit account from the drop-down menu the rule affects."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:592
|
|
msgid ":guilabel:`Credit Account`: select the credit account from the drop-down menu the rule affects."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:593
|
|
msgid ":guilabel:`Not computed in net accountability`: If checked, the amount of the rule will be show independantly from the Net Salary, to allow a better reporting in Accounting."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:597
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:730
|
|
msgid "Other input types"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:599
|
|
msgid "When creating payslips, it is sometimes necessary to add other entries for specific circumstances, like expenses, reimbursements, or deductions. These other inputs can be configured by navigating to :menuselection:`Payroll app --> Configuration --> Salary --> Other Input Types`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:-1
|
|
msgid "A list of other input types for payroll that can be selected when creating a new entry for\n"
|
|
"a payslip."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:608
|
|
msgid "To create a new input type, click the :guilabel:`New` button. Enter the :guilabel:`Description`, the :guilabel:`Code`, and which structure it applies to in the :guilabel:`Availability in Structure` field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:613
|
|
msgid "The :guilabel:`Code` is used in the salary rules to compute payslips. If the :guilabel:`Availability in Structure` field is left blank, it indicates that the new input type is available for all payslips and is not exclusive to a specific structure."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:-1
|
|
msgid "A new Input Type form filled in."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:624
|
|
#: ../../content/applications/hr/recruitment.rst:69
|
|
msgid "Salary package configurator"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:626
|
|
msgid "The various options under the :guilabel:`Salary Package Configurator` section of the :menuselection:`Payroll app --> Configuration --> Salary Package Configurator` menu all affect an employee's potential salary."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:630
|
|
msgid "Depending on what information an employee enters (such as deductions, dependents, etc.), their salary is adjusted accordingly. When an applicant applies for a job on the company website, the sections under :guilabel:`Salary Package Configurator` directly affect what the applicant sees, and what is populated, as the applicant enters information."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:636
|
|
msgid "Benefits"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:638
|
|
msgid "When offering potential employees a position, there can be certain benefits set in Odoo, in addition to the salary, to make an offer more appealing (such as extra time off, the use of a company car, reimbursement for a phone or internet, etc.)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:642
|
|
msgid "To view the benefits, go to :menuselection:`Payroll app --> Configuration --> Salary Package Configurator: Benefits`. Benefits are grouped by :guilabel:`Structure type`, and the benefit listed for a particular structure type is only available for that specific structure."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:-1
|
|
msgid "A list view of all the benefits available for each structure type."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:651
|
|
msgid "A company has two structure types, one labeled :guilabel:`Employee`, and another labeled :guilabel:`Intern`. The :guilabel:`Employee` structure type contains the benefit of using a company car, while the :guilabel:`Intern` structure type has a meal voucher benefit available."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:655
|
|
msgid "A person hired under the :guilabel:`Employee` structure type can use the company car benefit, but cannot have meal vouchers. A person hired under the :guilabel:`Intern` structure type would have meal voucher benefits available to them, not the use of a company car."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:659
|
|
msgid "To make a new benefit, click the :guilabel:`New` button, and enter the information in the fields on the blank benefits form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:662
|
|
msgid "The various fields for creating a benefit are as follows:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:667
|
|
msgid ":guilabel:`Contract Related Field`: select from the drop-down menu a field from the contract. The choosen value from the employee will be recorded to that field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:669
|
|
msgid ":guilabel:`Benefits`: enter the name for the benefit. This field is required."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:670
|
|
msgid ":guilabel:`Benefit Type`: select from the drop-down menu what type of benefit it is. Select from :guilabel:`Monthly Benefit in Kind`, :guilabel:`Monthly Benefit in Net`, :guilabel:`Monthly Benefit in Cash`, :guilabel:`Yearly Benefits in Cash`, or :guilabel:`Non Financial Benefits`. This field is required."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:674
|
|
msgid ":guilabel:`Cost Field`: select from the drop-down menu a field from the contract. The field will define the cost of the benefit and by extention the impact on the salary, :guilabel:`Wage`, :guilabel:`Wage with Holidays`, and :guilabel:`Work time rate`. Depending on the localization settings, additional options are available."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:678
|
|
msgid ":guilabel:`Related Type`: select from the drop-down menu what type of benefit it is. Select from :guilabel:`Monthly Benefit in Kind`, :guilabel:`Monthly Benefit in Net`, :guilabel:`Monthly Benefit in Cash`, :guilabel:`Yearly Benefits in Cash`, or :guilabel:`Non Financial Benefits`. This field is required."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:682
|
|
msgid ":guilabel:`Impacts Net Salary`: tick the checkbox if the benefit should impact the employee's net salary."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:684
|
|
msgid ":guilabel:`Requested Documents`: select any document that is required to be submitted for this benefit, from the drop-down menu."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:686
|
|
msgid ":guilabel:`Mandatory Benefits`: using the drop-down menu, select the benefit that is required in order for this specific benefit to be offered to the employee."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:689
|
|
msgid "For example, a benefit for car insurance would populate `Company Car` in this field. This would allow the car insurance benefit to **only** be displayed if the employee has selected/enabled the benefit of a company car."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:692
|
|
msgid ":guilabel:`Salary Structure Type`: select from the drop-down menu which salary structure type this benefit applies to. This field is required."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:694
|
|
msgid ":guilabel:`Unit of Measure`: select the metric that the benefit is granted, using the drop-down menu. The options are :guilabel:`Days`, :guilabel:`Percent`, or :guilabel:`Currency`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:-1
|
|
msgid "A new benefit form filled out for an internet subscription."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:702
|
|
msgid "Display section"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:704
|
|
msgid ":guilabel:`Show Name`: tick the checkbox to have the benefit name appear in the salary package configurator."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:706
|
|
msgid ":guilabel:`Display Type`: select from the drop-down menu how this benefit is displayed. The options are :guilabel:`Always Selected`, :guilabel:`Dropdown`, :guilabel:`Dropdown Group`, :guilabel:`Slider`, :guilabel:`Radio Buttons`, :guilabel:`Manual Input`, or :guilabel:`Text`. This field is required."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:711
|
|
msgid "Depending on the selection made, additional configurations need to be made. For example, if :guilabel:`Radio Buttons` is selected, the individual radio buttons must be entered."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:713
|
|
msgid ":guilabel:`Icon`: an icon from the `Font Awesome 4 library <https://fontawesome.com/v4/icons/>`_ can be visible for this benefit. Enter the text code for the icon in this field. For example, to display a suitcase icon, the code `fa fa-suitcase` is entered on this line."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:716
|
|
msgid ":guilabel:`Hide Description`: tick the checkbox to hide the benefit description if the benefit is not selected by the employee."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:718
|
|
msgid ":guilabel:`Folded`: if the benefit should be folded, or hidden, because it is dependant on another benefit selection, tick the checkbox. The following fields appear when this is active:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:721
|
|
msgid ":guilabel:`Fold Label`: enter a name for the folded section of the benefit."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:722
|
|
msgid ":guilabel:`Fold Res Field`: select the contract field this benefit is tied to using the drop-down menu. If this field is selected on the contract, then this benefit becomes visible."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:726
|
|
msgid "Activity section"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:728
|
|
msgid ":guilabel:`Activity Type`: from the drop-down menu, select the activity type that is automatically created when this benefit is selected by the employee."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:730
|
|
msgid ":guilabel:`Activity Creation`: select when the activity is created, either when the :guilabel:`Employee signs his contract`, or when the :guilabel:`Contract is countersigned`. Click the radio button next to the desired selection."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:733
|
|
msgid ":guilabel:`Activity Creation Type`: select the parameters for when the activity is created, either :guilabel:`When the benefit is set` or :guilabel:`When the benefit is modified`. Click the radio button next to the desired selection."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:736
|
|
msgid ":guilabel:`Assigned to`: select the user the activity is automatically assigned to, using the drop-down menu."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:740
|
|
msgid "Sign section"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:742
|
|
msgid ":guilabel:`Template to Sign`: if the employee is required to sign a document when selecting this benefit, select the document template from the drop-down menu."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:745
|
|
msgid "For example, a benefit regarding the use of a company car may require the employee to sign a document acknowledging the company's car policies."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:751
|
|
msgid "Provide any additional information in this tab to help clarify the benefit."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:754
|
|
msgid "Personal info"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:756
|
|
msgid "Every employee in Odoo has an *employee card* which is created when a candidate becomes an employee. This card includes all of their personal information, resume, work information, and documents."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:760
|
|
msgid "The personal information is gathered from the salary package configurator section that a candidate fills out after being offered a position. This personal information is then transferred to the employee card when they are hired."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:764
|
|
msgid "To view an employee's card, go to the main :menuselection:`Employees` app dashboard, and click on the employee's card."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:768
|
|
msgid "An employee card can be thought of as an employee personal file."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:770
|
|
msgid "The :guilabel:`Personal Info` section lists all of the fields that are available to enter on the employee's card. To access this section, go to :menuselection:`Payroll app --> Configuration --> Salary Package Configurator: Personal Info`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:-1
|
|
msgid "A list of all the personal information that appears on the employee card to enter."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:778
|
|
msgid "To edit a personal info entry, select an entry from the list on the :guilabel:`Personal Info` page, and modify the personal info on the form that appears."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:781
|
|
msgid "To create a new personal info entry, click the :guilabel:`New` button."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:783
|
|
msgid "The required fields, aside from entering the :guilabel:`Information` name, are :guilabel:`Related Model`, :guilabel:`Related Field`, and :guilabel:`Category`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:786
|
|
msgid "Select a :guilabel:`Related Model` from the drop-down menu. :guilabel:`Employee` populates the field by default, but the :guilabel:`Bank Account` option is also available if the information is related to a bank account, instead."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:790
|
|
msgid "Select a :guilabel:`Related Field` from the drop-down menu that best describes what kind of personal information this entry is, and where it is stored in the backend. Then, select a :guilabel:`Category` from the drop-down menu that the personal information should be under, such as :guilabel:`Address` or :guilabel:`Personal Documents`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:795
|
|
msgid "The two most important fields on the personal info form are :guilabel:`Is Required` and :guilabel:`Display Type`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:798
|
|
msgid "Checking the :guilabel:`Is Required` box makes the field mandatory on the employee's card. The :guilabel:`Display Type` drop-down menu allows for the information to be entered in a variety of ways, like a :guilabel:`Text` box, to a customizable :guilabel:`Radio` button, a :guilabel:`Checkbox`, a :guilabel:`Document`, and more."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:-1
|
|
msgid "New personal information entry."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:810
|
|
msgid "The resumé section, housed within the salary package configurator section of the settings menu, is how salary information rules are configured when offering a position to potential employees."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:813
|
|
msgid "When an offer is sent to a prospective employee, the values for the offer are computed from these settings, and appear on the offer page."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:816
|
|
msgid "To configure this section, navigate to :menuselection:`Payroll app --> Configuration --> Salary Package Configurator: Resumé`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:819
|
|
msgid "By default, there are three :guilabel:`Salary Structure Types` pre-configured in Odoo: :guilabel:`Worker`, :guilabel:`Employee`, and :guilabel:`None`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:822
|
|
msgid "Each :guilabel:`Salary Structure Type` has several rules configured. These affect how an offer is calculated using that particular :guilabel:`Salary Structure Type`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:825
|
|
msgid "To create a new rule, click the :guilabel:`New` button, and a blank :guilabel:`Contract Salary Resumé` form loads."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:830
|
|
msgid ":guilabel:`Information`: type in a name for this field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:831
|
|
msgid ":guilabel:`Category`: select the category this value is housed under, using the drop-down menu. The default options are :guilabel:`Monthly Salary`, :guilabel:`Monthly Benefits`, :guilabel:`Yearly Benefits`, and :guilabel:`Total`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:835
|
|
msgid "New categories can be made if needed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:837
|
|
msgid "Click the :guilabel:`New` button, then enter the name for the new category in the :guilabel:`Name` field. Next, select the :guilabel:`Periodicity` from the drop-down menu, either :guilabel:`Monthly` or :guilabel:`Yearly`. Last, enter a number for the sequence. This corresponds to where this rule appears in the :guilabel:`Salary Structure Type` rule list."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:842
|
|
msgid "Finally, click :guilabel:`Save & Close`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:843
|
|
msgid ":guilabel:`Impacts Monthly Total`: tick the checkbox if this value is added in the monthly total calculation."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:845
|
|
msgid ":guilabel:`Unit of Measure`: select what kind of value this rule is, either :guilabel:`Currency`, :guilabel:`Days`, or :guilabel:`Percent`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:848
|
|
msgid ":guilabel:`Currency` is for a set monetary value, :guilabel:`Days` is for compensation in the form of time off, and :guilabel:`Percent` is for a monetary value awarded that is based upon another metric, such as commissions."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:851
|
|
msgid ":guilabel:`Salary Structure Type`: select which :guilabel:`Salary Structure Type` this rule is nested under, from the drop-down menu."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:853
|
|
msgid ":guilabel:`Value Type`: select how the value is computed, using the drop-down menu. The default options are :guilabel:`Fixed Value`, :guilabel:`Contract Value`, :guilabel:`Payslip Value`, :guilabel:`Sum of Benefits Values`, and :guilabel:`Monthly Total`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:856
|
|
msgid ":guilabel:`Code`: select the code this rule applies to from the drop-down menu."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:-1
|
|
msgid "The net wage rule form filled out, with all the information for net pay."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:863
|
|
msgid "Jobs"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:865
|
|
msgid "Since the *Payroll* application is responsible for paying employees for specific job positions, the complete list of job positions can be found in both the *Payroll* and *Recruitment* applications."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:871
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:3
|
|
msgid "Job positions"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:873
|
|
msgid "The job positions listed in the *Payroll* application are identical to the job positions listed in the *Recruitment* application. If a new job position is added in the *Recruitment* application, it is also visible in the *Payroll* application, and vice versa."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:877
|
|
msgid "To view the job positions, navigate to :menuselection:`Payroll app --> Configuration --> Jobs: Job Positions`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:880
|
|
msgid "A list of all the job positions appear, along with the corresponding department, on the :guilabel:`Job Position` page."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:-1
|
|
msgid "A list of all the job positions and corresponding departments."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:887
|
|
msgid "To create a new job description, click the :guilabel:`New` button and a job form appears."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:889
|
|
msgid "Enter the information on the form for the new position. The information is identical as to the information entered when creating a new job position in the *Recruitment* application."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:892
|
|
msgid "Refer to the :doc:`../hr/recruitment/new_job` documentation for more details on how to fill out this form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:896
|
|
msgid ":doc:`payroll/contracts`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:897
|
|
msgid ":doc:`payroll/work_entries`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:898
|
|
msgid ":doc:`payroll/time_off_to_report`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:899
|
|
msgid ":doc:`payroll/salary_attachments`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:900
|
|
msgid ":doc:`payroll/payslips`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:901
|
|
msgid ":doc:`payroll/batches`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:902
|
|
msgid ":doc:`payroll/commissions`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:903
|
|
msgid ":doc:`payroll/reporting`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:904
|
|
msgid ":doc:`payroll/headcount`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:905
|
|
msgid ":doc:`payroll/work_entry_analysis`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll.rst:906
|
|
msgid ":doc:`payroll/payroll_localizations`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/batches.rst:3
|
|
msgid "Batches"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/batches.rst:5
|
|
msgid "Batches are used to generate multiple :doc:`payslips <payslips>` at once and process them in a group, rather than create and process individual payslips. This method not only helps the payroll department pay employees in less time, but it also helps keep payslips organized."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/batches.rst:9
|
|
msgid "Typically, a company's payroll department :ref:`creates a new batch <payroll/new-batch>` for each salary structure, for every pay period (usually weekly, bi-weekly, or monthly). If desired, batches can be further organized by department, job position, or salary structure type."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/batches.rst:13
|
|
msgid "Once a batch is made, :ref:`payslips are added to the batch <payroll/add-payslips>`, then the batch is processed, and employees are paid."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/batches.rst:17
|
|
msgid "View batches"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/batches.rst:19
|
|
msgid "To view all the batches in the database, navigate to :menuselection:`Payroll app --> Payslips --> Batches` to display all payslip batches that have been created. These payslip batches are displayed in a list view, by default."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/batches.rst:23
|
|
msgid "Each batch displays the :guilabel:`Name`, the dates the batch includes (the :guilabel:`Date From` and :guilabel:`Date To` fields), its :guilabel:`Status`, the number of payslips in the batch (:guilabel:`Payslips Count`), and the :guilabel:`Company`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/batches.rst:-1
|
|
msgid "View displaying all batches created."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/batches.rst:33
|
|
msgid "Create a new batch"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/batches.rst:35
|
|
msgid "New batches of payslips must be created from the :guilabel:`Payslips Batches` dashboard, by navigating to :menuselection:`Payroll app --> Payslips --> Batches`. Click the :guilabel:`New` button in the top-left corner. Doing so reveals a blank payslip batch form on a separate page."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/batches.rst:39
|
|
msgid "On the new payslip batch form, enter the :guilabel:`Batch Name`. This should be something short and descriptive, to keep records organized."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/batches.rst:43
|
|
msgid "A company pays its employees on a bi-weekly basis, and creates separate batches for their two different :ref:`salary structures <payroll/structure-types>` they use: worker pay and regular pay."
|
|
msgstr ""
|
|
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|
#: ../../content/applications/hr/payroll/batches.rst:47
|
|
msgid "The names for their four August 2025 batches are:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/batches.rst:49
|
|
msgid "`Aug 1-14 2025 - Worker`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/batches.rst:50
|
|
msgid "`Aug 1-14 2025 - Regular`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/batches.rst:51
|
|
msgid "`Aug 15-31 2025 - Worker`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/batches.rst:52
|
|
msgid "`Aug 15-31 2025 - Regular`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/batches.rst:54
|
|
msgid "Next, select the date range to which the batch applies. Click into one of the :guilabel:`Period` fields, and a calendar pop-up window appears. From this calendar pop-up window, navigate to the correct month, and click on the corresponding day for both the start and end dates of the batch."
|
|
msgstr ""
|
|
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|
#: ../../content/applications/hr/payroll/batches.rst:58
|
|
msgid "The current company populates the :guilabel:`Company` field. If operating in a multi-company environment, it is **not** possible to modify the :guilabel:`Company` from the form. The batch **must** be created while in the database for the desired company."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/batches.rst:-1
|
|
msgid "The details entered for the new batch."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/batches.rst:68
|
|
msgid "Add payslips to a batch"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/batches.rst:70
|
|
msgid "Once a :ref:`batch has been created <payroll/new-batch>`, payslips need to be added to the batch. Payslips can either be :ref:`created and added <payroll/generate>` to the batch, or if they have *already* been created, they can be :ref:`added to the batch <payroll/add>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/batches.rst:75
|
|
msgid "Batches can only have payslips added to them when they are in the :guilabel:`New` stage. Payslips can either be :ref:`created by the database <payroll/generate>` and added to the batch, or :ref:`pre-existing payslips can be individually added <payroll/add>` to the batch."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/batches.rst:79
|
|
msgid "Once either of these methods has been used, the status of the batch changes to :guilabel:`Confirmed`, and both options to add payslips no longer appears."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/batches.rst:85
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:102
|
|
msgid "Generate payslips"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/batches.rst:87
|
|
msgid "To generate the payslips and add them to the batch, first open the batch by navigating to :menuselection:`Payroll app --> Payslips --> Batches`, and click on the desired batch. Next, click the :guilabel:`Generate Payslips` button and a :guilabel:`Generate Payslips` pop-up window loads."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/batches.rst:91
|
|
msgid "This form contains three sections, and the configuration of this form determines which payslips are created. The :guilabel:`Employees Selection` section determines which employees' payslips to create. Using the drop-down menus, configure the :guilabel:`Department`, :guilabel:`Job Position`, and :guilabel:`Salary Structure Type` fields, if desired. As selections are made, the :guilabel:`Employees` section at the bottom updates to show which payslips are going to be generated."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/batches.rst:98
|
|
msgid "The :guilabel:`Payslip Generation` section allows the user to pick a specific :guilabel:`Salary Structure` to create payslips for. If left blank, the default structure for each employee is used to calculate their pay."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/batches.rst:103
|
|
msgid "By default, Odoo lists all employees in the :guilabel:`Employees` section when generating payslips."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/batches.rst:106
|
|
msgid "The list filters automatically as selections are made."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/batches.rst:108
|
|
msgid "Configuration is optional unless a batch is being created **excluding** certain employees."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/batches.rst:110
|
|
msgid "Once all the desired configurations have been made, click the :guilabel:`Generate` button, and all payslips are created and attached to the batch. Once generated, a :icon:`fa-book` :guilabel:`Payslips` smart button appears at the top, along with the number of payslips in the batch. Click this smart button to view a list of all the payslips in the batch."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/batches.rst:115
|
|
msgid "Once the payslips have been generated and attached to the batch, the status of the batch changes to :guilabel:`Confirmed`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/batches.rst:-1
|
|
msgid "Payslips being generated for marketing and community managers."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/batches.rst:124
|
|
msgid "Add payslips"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/batches.rst:126
|
|
msgid "Instead of generating payslips, :ref:`individual payslips that have already been created <payroll/new-payslip>` can be added to a batch. Start by opening the desired batch by navigating to :menuselection:`Payroll app --> Payslips --> Batches`, and clicking on the desired batch."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/batches.rst:130
|
|
msgid "Next, click the :guilabel:`Add Payslips` button, and an :guilabel:`Add Payslips` form loads in a pop-up window. All available payslips that have not yet been added to a batch, appear on the list."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/batches.rst:134
|
|
msgid "**All** payslips not yet assigned to a batch appear in the list, regardless of status (:guilabel:`Draft`, :guilabel:`Waiting`, :guilabel:`Paid`, or :guilabel:`Cancelled`). This allows already processed or cancelled payslips to be grouped retroactively for reporting or record keeping purposes."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/batches.rst:139
|
|
msgid "Tick the checkbox next to each desired payslip to be added, then click the :guilabel:`Select` button at the bottom. All selected payslips are added to the batch, and the status of the batch changes to :guilabel:`Confirmed`. A :icon:`fa-book` :guilabel:`Payslips` smart button appears at the top, along with the number of payslips in the batch. Click this smart button to view a list of all the payslips in the batch."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/batches.rst:-1
|
|
#: ../../content/applications/hr/payroll/batches.rst:-1
|
|
msgid "Adding individual payslips to a batch by selecting them form this list."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/batches.rst:151
|
|
msgid "Process a batch"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/batches.rst:153
|
|
msgid "After a :ref:`batch has been created <payroll/new-batch>` , and :ref:`all required payslips have been added <payroll/add-payslips>`, the batch must then be processed, and employees paid."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/batches.rst:156
|
|
msgid "Open the desired batch by navigating to :menuselection:`Payroll app --> Payslips --> Batches`, and clicking on the desired batch. For a batch to be processed, it must have a status of :guilabel:`Confirmed`. That means the batch has been created and payslips have been added to them, but the payslips have *not* been processed yet."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/batches.rst:161
|
|
msgid "Click the :guilabel:`Create Draft Entry` button to confirm and create a draft of the individual payslips. After this occurs, the batch status changes to :guilabel:`Done`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/batches.rst:165
|
|
msgid "At any time, the batch needs to be reverted back to a status of :guilabel:`New`, click the :guilabel:`Set to Draft` button. This action does **not** remove any payslips that have already been added to the batch, instead, the status changes back to :guilabel:`New`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/batches.rst:169
|
|
msgid "After any desired changes have been made, click :guilabel:`Confirm` and the batch status changes to :guilabel:`Confirmed`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/batches.rst:172
|
|
msgid "It is important to note, that if any payslips in the batch have a status of :guilabel:`Paid`, the batch **cannot** revert to a status of :guilabel:`New`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/batches.rst:175
|
|
msgid "Once the status has changed to :guilabel:`Done`, the payments must be logged in the database. Click the :guilabel:`Create Payment Report` button, and a pop-up window loads, where the payment report details are entered."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/batches.rst:179
|
|
msgid "Using the drop-down menu, select the :guilabel:`Export Format` for the payment report. The two default options available are :guilabel:`NACHA`, and :guilabel:`CSV`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/batches.rst:182
|
|
msgid "The :guilabel:`NACHA` option creates a compatible ACH file which is sent to the company's bank, and outlines all the banking information to transfer money from the company to the employees, either via direct deposit (most common) or a check. Refer to the :ref:`fiscal localization document <l10n_us/nacha>` for more information."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/batches.rst:188
|
|
#: ../../content/applications/hr/payroll/payslips.rst:222
|
|
msgid "Other options may be available depending on the :doc:`payroll localization <payroll_localizations>` installed in the database."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/batches.rst:191
|
|
msgid "If :guilabel:`CSV` is selected, all other fields are hidden form view. Once this is selected, click the :guilabel:`Generate` button to create the payment report."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/batches.rst:194
|
|
msgid "Next, select the desired :guilabel:`Bank Journal` the paychecks are logged on. Last, using the calendar selector, set the date the paychecks are issued in the :guilabel:`Effective Date` field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/batches.rst:197
|
|
msgid "Once the pop-up window is configured, click the :guilabel:`Generate` button, and the file appears on the batch form, in a new :guilabel:`Payment Report` field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/batches.rst:200
|
|
msgid "After the report is created, click the :guilabel:`Mark as paid` button to mark the payslips as paid in the database."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/commissions.rst:4
|
|
msgid "Commissions"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/commissions.rst:6
|
|
msgid "Commissions are payments made to employees that are earned as part of their salary. The payments are awarded after a sale has been made, and the amount depends on how much the sale was. Typically the amount is either a percentage of the sale, or a set commission based on a structure created by the company."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/commissions.rst:11
|
|
msgid "To pay an employee a commission they earned, a separate commission paycheck must be issued to the employee. In Odoo, a commission payslip is referred to as a *warrant payslip*."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/commissions.rst:15
|
|
msgid "Create warrant payslips"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/commissions.rst:17
|
|
msgid "Warrant payslips are generated directly from the :guilabel:`Payslips Batches` dashboard, which is accessed by navigating to :menuselection:`Payroll app --> Payslips --> Batches`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/commissions.rst:20
|
|
msgid "First, click the :guilabel:`Generate Warrant Payslips` button in the top-left corner. Doing so reveals a :guilabel:`Generate Warrant Payslips` pop-up window, in which the necessary information **must** be filled out."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/commissions.rst:24
|
|
msgid "Set the time frame the commission was earned, in the two fields next to :guilabel:`Period`. Click into each field, and a calendar pop-up window loads. Navigate to the desired date and click on it to select it."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/commissions.rst:28
|
|
msgid "Using the drop-down menu, select the :guilabel:`Department` in the corresponding field. When a department is selected, the employees listed for that department appear in the :guilabel:`Employee` section, below."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/commissions.rst:32
|
|
msgid "If a file is needed for the record, upload a file to the :guilabel:`Import File` field, such as a sales invoice, using the :guilabel:`Upload your file` button. Any file type is accepted."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/commissions.rst:35
|
|
msgid "Under the :guilabel:`Employee` section, enter the individual :guilabel:`Commission Amount` for each employee in the far-right column. To remove an employee, click the :icon:`fa-trash-o` :guilabel:`(trash)` icon to remove the line."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/commissions.rst:39
|
|
msgid "Add a new commission by clicking :guilabel:`Add a Line`, and entering the :guilabel:`Employee` and the appropriate :guilabel:`Commission Amount`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/commissions.rst:42
|
|
msgid "Once all the commissions are properly entered, click the :guilabel:`Generate Payslips` button to create the warrant payslips in a batch, or click :guilabel:`Export` to export a CSV file of the commissions."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/commissions.rst:46
|
|
msgid ":ref:`Process the batch <payroll/batch-process>` in the same way as a typical batch to complete the payment process."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/commissions.rst:-1
|
|
msgid "Enter the commission details."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/commissions.rst:53
|
|
msgid ":doc:`Commissions <../../sales/sales/commissions>`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:5
|
|
msgid "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 relevant details pertaining to their compensation."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:10
|
|
msgid "Contract documents (PDFs) are uploaded and organized using the **Documents** application, and are signed using the **Sign** application. Ensure these applications are installed to send and sign contracts. Please refer to the :doc:`../../productivity/documents` and :doc:`../../productivity/sign` documentation for more information."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:18
|
|
msgid "Contracts dashboard"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:20
|
|
msgid "Both the **Payroll** and **Employees** apps display *identical employee contract information*."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:22
|
|
msgid "To access the contracts dashboard from the **Employees** app, navigate to :menuselection:`Employees app --> Employees --> Contracts`. To access the contracts dashboard from the **Payroll** app, navigate to :menuselection:`Payroll app --> Contracts --> Contracts`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:26
|
|
msgid "The :guilabel:`Contracts` dashboard displays all employee contracts in a default list view, grouped by :guilabel:`Status`. The available status groupings are :guilabel:`New`, :guilabel:`Running`, :guilabel:`Expired`, and :guilabel:`Cancelled`. Each grouping displays the number of contracts within the grouping."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:-1
|
|
msgid "Contracts dashboard view showing running contracts and contracts with issues."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:35
|
|
msgid "Any changes made to contracts in the **Employees** app is reflected in the **Payroll** app, and vice versa. Contract information remains identical, regardless of where the contract information is accessed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:42
|
|
msgid "Create a contract"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:44
|
|
msgid "To create a new contract, click the :guilabel:`New` button on the :ref:`Contracts dashboard <payroll/contract-dashboard>`, and a blank contract form appears."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:52
|
|
msgid "Enter the following information in the top-half of the blank contract form:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:54
|
|
msgid ":guilabel:`Contact Reference`: Type in the name or title for the contract, such as `John Smith Contract`. This field is **required**."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:56
|
|
msgid ":guilabel:`Employee`: Using the drop-down menu, select the employee the contract is for."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:57
|
|
msgid ":guilabel:`Contract Start Date`: Required. Defaults to the current date. To choose a different date, click into the field. In the popover calendar, select a different date."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:59
|
|
msgid ":guilabel:`Contract End Date`: Optional. Select a date from the calendar popover, or leave blank for an indefinite contract."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:61
|
|
msgid ":guilabel:`Working Schedule`: Select one of the available working schedules the employee is expected to work, from the drop-down menu. If this field is left blank, this allows the employee to work as many or as few hours as desired every week, with no restrictions."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:66
|
|
msgid "The :guilabel:`Working Schedule` drop-down menu displays all the working schedules for the selected company. To modify or add to this list, go to :menuselection:`Payroll app --> Configuration --> Working Schedules`. Click :guilabel:`New`, and create a new working schedule, or click on an existing working schedule and make edits."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:71
|
|
msgid ":guilabel:`Work Entry Source`: Using the drop-down menu, select how the :doc:`work entries <work_entries>` are generated. This field is **required**. Click the radio button next to the desired selection. The options are:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:75
|
|
msgid ":guilabel:`Working Schedule`: Work entries are generated based on the selected :guilabel:`Working Schedule`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:77
|
|
msgid ":guilabel:`Attendances`: Work entries are generated based on the employee's check-in records in the **Attendances** app. (This requires the **Attendances** app to be installed)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:79
|
|
msgid ":guilabel:`Planning`: Work entries are generated based on the planned schedule for the employee from the **Planning** app. (This requires the **Planning** app to be installed)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:82
|
|
msgid ":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 :ref:`new salary structure type <payroll/new-structure-type>` can be created, if needed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:85
|
|
msgid ":guilabel:`Department`: Select the department the employee is working within, using the drop-down menu."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:87
|
|
msgid ":guilabel:`Job Position`: Select the employee's specific job position using the drop-down menu."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:90
|
|
msgid "If the selected :guilabel:`Job Position` has a contract template linked to it with a specific :guilabel:`Salary Structure Type`, the :guilabel:`Salary Structure Type` changes to the one associated with that :guilabel:`Job Position`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:94
|
|
msgid ":guilabel:`Contract Type`: Using the drop-down menu, select the type of contract being created. The default options are :guilabel:`Permanent`, :guilabel:`Temporary`, :guilabel:`Seasonal`, :guilabel:`Full-Time`, :guilabel:`Intern`, :guilabel:`Student`, :guilabel:`Apprenticeship`, :guilabel:`Thesis`, :guilabel:`Statutory`, and :guilabel:`Employee`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:98
|
|
msgid ":guilabel:`Wage on Payroll`: Enter the employee's monthly wage in this field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:101
|
|
msgid "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 --> Configuration --> Working Times`, and either :guilabel:`Create` a new working time, or click on an existing working time, then edit it by clicking :guilabel:`Edit`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:106
|
|
msgid ":guilabel:`HR Responsible`: Select the person who is responsible for validating the contract using the drop-down menu. This field is required."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:110
|
|
msgid "The :guilabel:`HR Responsible` field only appears if the **Salary Configurator** (`hr_contract_salary`) module and the **Sign** app are both installed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:-1
|
|
msgid "New contract form to be filled in when creating a new contract."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:119
|
|
msgid "The :guilabel:`Salary Information` tab is where the specific details of how much and how often the employee is paid. Fill in the following fields in this tab:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:122
|
|
msgid ":guilabel:`Wage Type`: Using the drop-down menu, select what kind of pay the employee receives. The two default options are :guilabel:`Fixed Wage` or :guilabel:`Hourly Wage`. Select :guilabel:`Fixed Wage` for salaried employees, and select :guilabel:`Hourly Wage` for employees who are paid based on their logged worked hours."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:126
|
|
msgid ":guilabel:`Schedule Pay`: Using the drop-down menu, select how often the employee is paid. The default options are :guilabel:`Annually`, :guilabel:`Semi-annually`, :guilabel:`Quarterly`, :guilabel:`Bi-monthly`, :guilabel:`Monthly`, :guilabel:`Semi-monthly`, :guilabel:`Bi-weekly`, :guilabel:`Weekly`, or :guilabel:`Daily`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:130
|
|
msgid ":guilabel:`Wage`: Enter the amount the employee receives each pay period. The first field allows for a wage to be entered, the second field displays how often the pay is issued to the employee. The second field *cannot** be modified, and is updated when the :guilabel:`Schedule Pay` field changes."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:134
|
|
msgid ":guilabel:`Yearly Cost (Real)`: This field automatically updates after the :guilabel:`Schedule Pay` and :guilabel:`Wage` fields are entered. This amount is the total yearly cost for the employer. This field can be modified. However, if this is modified, the :guilabel:`Wage` field updates, accordingly. Ensure both the :guilabel:`Wage` and :guilabel:`Yearly Cost (Real)` are correct if this field is modified."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:139
|
|
msgid ":guilabel:`Monthly Cost (Real)`: This field automatically updates after the :guilabel:`Schedule Pay` and :guilabel:`Wage` fields are entered. This amount is the total monthly cost for the employer. This field **cannot** be modified, and is calculated based on the :guilabel:`Yearly Cost (Real)`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:-1
|
|
msgid "The Salary Information tab filled out."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:148
|
|
#: ../../content/applications/hr/recruitment/add-new-applicants.rst:109
|
|
msgid "Details tab"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:150
|
|
msgid "The :guilabel:`Details` tab of the contract houses the contract template information, accounting information (refer to the :doc:`country-specific localization document <payroll_localizations>` for more information), any part time work information, and notes. Fill out the following fields in this tab:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:155
|
|
msgid ":guilabel:`Contract Template`: Using the drop-down menu, select a contract template to use when making an offer to an applicant."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:159
|
|
msgid "Contract templates are typically created through the **Payroll** app configuration menu, and stored in the **Documents** app. To view the contract templates, and to create new ones, navigate to :menuselection:`Payroll app --> Configuration --> Templates`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:163
|
|
msgid ":guilabel:`Originated Offer`: This field automatically populates with the original offer sent to the employee. This field is **not** modifiable, and is only populated if applicable."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:165
|
|
msgid ":guilabel:`Part Time`: Tick the checkbox if the contract is for part time work. Once enabled, a percentage field appears next to the checkbox. The percentage **cannot** be modified, and automatically updates based on the selected :guilabel:`Working Schedule` in the top-half of the contract, compared to the typical working schedule for the company (typically 40 hours/week)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:171
|
|
msgid ":guilabel:`Standard Calendar`: This field is automatically populated with the default working schedule for the company. In most cases, this is :guilabel:`Standard 40 hours/week`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:173
|
|
msgid ":guilabel:`Part Time Work Entry Type`: Using the drop-down menu, select the work entry type that generates the balance of a full-time working schedule."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:177
|
|
msgid "An employee contract is being created for a part-time employee who works 20 hours a week."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:179
|
|
msgid "To configure this, the employee's :guilabel:`Working Schedule` is set to :guilabel:`20 Hours/Part time` in the :ref:`general information section <payroll/gen-info>`. In the :guilabel:`Details` tab, the :guilabel:`Part Time` checkbox is ticked, and the percentage is set to `50`. The :guilabel:`Standard Calendar` is set to :guilabel:`Standard 40 hours/week`, and the :guilabel:`Part Time Work Entry Type` is set to :guilabel:`Unpaid`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:185
|
|
msgid "When a typical work week is processed in the **Payroll** app, the employee generates twenty (20) hours of regular work entries under the work entry type `Attendance`, and another twenty (20) hours of work entries under the work entry type `Unpaid`, for a total of forty (40) hours worth of work entries."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:190
|
|
msgid ":guilabel:`Notes`: Enter any relevant notes for the contract in this field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:-1
|
|
msgid "The Details tab filled out."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:196
|
|
msgid "Signatories tab"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:198
|
|
msgid "The :guilabel:`Signatories` tab is where the default contract templates are selected, for both new and updated contracts."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:201
|
|
msgid "Using the drop-down menu, select the default contract template to use when creating a new or updated contract, in the respective fields."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:204
|
|
msgid "Once a PDF template is selected, any mapped signature fields in the file appear in a list, below the selection, identifying who must sign the document. These fields **cannot** be updated."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:207
|
|
msgid "Any changes to the template and signatories but be done in the **Sign** app, where contract templates are uploaded, modified, and stored."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:211
|
|
msgid "The :guilabel:`PDF Template` fields are only visible if the **Sign** app is installed, along with the :guilabel:`hr_contract_salary` and :guilabel:`hr_contract_salary_payroll` :doc:`modules <../../general/apps_modules>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:-1
|
|
msgid "The Signatories tab with the roles specified for signing."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:219
|
|
msgid "Personal documents tab"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:221
|
|
msgid "Occasionally, additional paperwork may be required when creating a contract, such as legal documents declaring the employee is able to work in the country. When this situation occurs, Odoo allows for one image file of the necessary document to be attached to a contract in the :guilabel:`Personal Documents` tab."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:226
|
|
msgid "Click the :guilabel:`Upload your file` button, navigate to the desired document, and click :guilabel:`Select` to attach the file to the contract. The file name appears on the :guilabel:`Image` line."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:231
|
|
msgid "This tab **only** appears after an :guilabel:`Employee` is selected. Additionally, only image files can be attached in this field at this time."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:235
|
|
#: ../../content/applications/hr/payroll/salary_attachments.rst:3
|
|
msgid "Salary attachments"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:237
|
|
msgid "After an employee is selected for the contract, a :icon:`fa-book` :guilabel:`Salary Attachments` smart button appears at the top of the page."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:240
|
|
msgid "For new employees who do not currently have a contract, the smart button displays :guilabel:`New`. If the contract is being updated for a current employee who already has salary attachments configured, the smart button displays the number of salary attachments currently running."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:244
|
|
msgid ":doc:`Create or update any necessary salary attachments <salary_attachments>` for the contract, before sending."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:248
|
|
msgid "Send a contract"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:250
|
|
msgid "After a contract has been created and configured, the next step is to send it to the employee or applicant. Click the :guilabel:`Generate Offer` button, and the :guilabel:`Offer for (Employee)` form loads."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:254
|
|
msgid "The :guilabel:`Offer for (Employee)` form displays all the basic information from the contract, as well as a link the employee can use to sign the contract. The last field on the form is a :guilabel:`Validity Days Count` field. This indicates how long the offer is valid. Enter the desired number of days in the field. The default is `30` days."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:259
|
|
msgid "Click :guilabel:`Send By Email` and a pop-up email window loads, using a preconfigured default email template. Click :guilabel:`Send` to send the offer."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:263
|
|
msgid "In order to send a contract using the :guilabel:`Generate Offer` button, there **must** be an employee signature field on the contract PDF being sent."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:-1
|
|
msgid "Send the contract to the employee via one of the buttons."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:270
|
|
msgid "Contract status"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:272
|
|
msgid "When creating and sending out a contract, the default status of the contract is :guilabel:`New`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:274
|
|
msgid "Once there is a minimum of one completed signature on the document, the status changes to :guilabel:`Partially Signed`. Internal users, such as HR and recruitment employees, are alerted in the database when there is a signature requested of them."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:278
|
|
msgid "After all required parties have signed the contract, the status changes to :guilabel:`Fully Signed`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:280
|
|
msgid "All status changes happen automatically as the document is signed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:283
|
|
msgid ":doc:`../../productivity/documents`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/contracts.rst:284
|
|
msgid ":doc:`../../productivity/sign`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/headcount.rst:3
|
|
msgid "Headcount report"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/headcount.rst:5
|
|
msgid "The *Headcount report* in the **Payroll** app shows the number of employees on payroll and allows headcount comparisons between different periods of time."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/headcount.rst:9
|
|
msgid "Create a headcount report"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/headcount.rst:11
|
|
msgid "Create a headcount report to see the number of employees at a specific time or compare headcounts across periods."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/headcount.rst:14
|
|
msgid "To create a headcount report, navigate to :menuselection:`Payroll app --> Reporting --> Headcount` and click :guilabel:`New`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/headcount.rst:17
|
|
msgid "Report name: generated automatically as `Headcount for (Company Name) on the (YYYY-MM-DD)` and **cannot** be modified."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/headcount.rst:19
|
|
msgid ":guilabel:`Company`: populated automatically (works in both single and multi-company databases)"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/headcount.rst:20
|
|
msgid ":guilabel:`From`/:guilabel:`To` dates: defaults to current date (from) and blank (to). Adjust these to define the period to analyze."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/headcount.rst:-1
|
|
msgid "A headcount report form filled out for the third quarter of 2025."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/headcount.rst:26
|
|
msgid "Next, click :guilabel:`Populate` to generate the report."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/headcount.rst:28
|
|
msgid "At the top of the form, a :icon:`fa-people` :guilabel:`Employees` smart button appears. Clicking the button displays the total number of employees for the selected period."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/headcount.rst:32
|
|
msgid "View all headcount reports"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/headcount.rst:34
|
|
msgid "See how the company headcount has changed over time by viewing all headcount reports in a list view."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/headcount.rst:36
|
|
msgid "To view all headcount reports, navigate to :menuselection:`Payroll app --> Reporting --> Headcount`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/headcount.rst:39
|
|
msgid "View employees in a headcount"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/headcount.rst:41
|
|
msgid "TO get an overall view of employees and their salary impact on the company, view all employee records of a specific headcount report."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/headcount.rst:44
|
|
msgid "To view the employees of a specific headcount report, click the :icon:`fa-people` :guilabel:`Employees` smart button at the top of a headcount report."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/headcount.rst:47
|
|
msgid "All employees from the headcount appear in a list view, grouped by :guilabel:`Department`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/headcount.rst:49
|
|
msgid ":guilabel:`Employee`: the employee's full name"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/headcount.rst:50
|
|
msgid ":guilabel:`Department`: the department their job position is in"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/headcount.rst:51
|
|
msgid ":guilabel:`Job Title`: their role"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/headcount.rst:52
|
|
msgid ":guilabel:`Employer Cost`: how much the company pays the employee each pay-period"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/headcount.rst:53
|
|
msgid ":guilabel:`Wage on Payroll`: the dollar amount on payroll reports"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations.rst:5
|
|
msgid "Payroll localizations"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations.rst:7
|
|
msgid "*Localizations* are country-specific settings preconfigured in Odoo at the creation of the database, which account for all taxes, fees, and allowances for that particular country."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations.rst:10
|
|
msgid "*Payroll localizations* refer to the specific process of adapting payroll systems, policies, and compliance measures to align with the specific labor laws, tax regulations, and social security requirements of a particular country or region."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations.rst:14
|
|
msgid "This ensures that employee salaries, benefits, deductions, and contributions are processed accurately and in full compliance with local legal and financial obligations."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations.rst:17
|
|
msgid "Localization also includes integrating country-specific payroll elements such as benefits, holidays, termination rules, and reporting requirements, helping businesses avoid legal risks while ensuring employees receive their correct compensation."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations.rst:22
|
|
msgid "Install localization package"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations.rst:24
|
|
msgid "A country-specific localization module :ref:`must be installed <general/install>` to properly configure and process payroll. To install the required module, first open the **Apps** app."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations.rst:27
|
|
msgid "Clear out the default :icon:`fa-filter` :guilabel:`Apps` filter, then type the name of the desired country into the search bar. All available modules for that country are presented."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations.rst:31
|
|
msgid "Some countries only have one localization module, while other have multiple modules. This is typically when other software is neede to process payroll, and importing and exporting data is required."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations.rst:35
|
|
msgid "For example. when searching for **Payroll** modules for `Egypt`, the following modules appear in the search, and must be installed: `Egypt - Payroll` and `Egypt - Payroll with Accounting`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations.rst:38
|
|
msgid "Refer to the :ref:`country-specific documentation <payroll_localizations/countries-list>` for a complete list of the related **Payroll** modules required for each specific country."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations.rst:42
|
|
msgid "To see if any localization modules have been installed on the database, navigate to :menuselection:`Payroll app --> Configuration --> Settings`. In the :guilabel:`Settings` page, if a localization module was installed, a :guilabel:`(Country) Localization` section appears."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations.rst:47
|
|
msgid "It is **not** recommended to alter the localization settings, unless specifically required."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations.rst:50
|
|
msgid "Odoo can handle a multi-company configuration. This is generally done when there is a main company or office location, such as a headquarters, and there are other offices/branches around the country or globe, that fall under that main company or headquarters. In Odoo, each company, including the headquarters, must be set up as their own company/branch using the multi-company method."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations.rst:56
|
|
msgid "Each individual company can have a different localization setting, since locations can vary anywhere in the world, where rules and laws differ."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations.rst:59
|
|
msgid "For more information on companies, refer to the :doc:`Companies <../../general/companies>` documentation, which covers how to set up companies."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations.rst:65
|
|
msgid "List of countries"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations.rst:67
|
|
msgid "Payroll localization modules are available for the countries listed below."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations.rst:70
|
|
msgid "New countries are frequently added to this list, as Odoo keeps expanding and improving existing localizations and related documentation."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations.rst:73
|
|
msgid ":doc:`Australia <payroll_localizations/australia>`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations.rst:74
|
|
msgid ":doc:`Belgium <payroll_localizations/belgium>`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations.rst:75
|
|
msgid "Bangladesh"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations.rst:76
|
|
msgid ":doc:`Egypt <payroll_localizations/egypt>`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations.rst:77
|
|
msgid ":doc:`Hong Kong <payroll_localizations/hong_kong>`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations.rst:78
|
|
msgid "India"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations.rst:79
|
|
msgid "Indonesia"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations.rst:80
|
|
msgid ":doc:`Jordan <payroll_localizations/jordan>`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations.rst:81
|
|
msgid "Kenya"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations.rst:82
|
|
msgid "Lithuania"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations.rst:83
|
|
msgid "Luxembourg"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations.rst:84
|
|
msgid "Malaysia"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations.rst:85
|
|
msgid "Mexico"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations.rst:86
|
|
msgid "Morocco"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations.rst:87
|
|
msgid "Netherlands"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations.rst:88
|
|
msgid "Pakistan"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations.rst:89
|
|
msgid "Poland"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations.rst:90
|
|
msgid "Romania"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations.rst:91
|
|
msgid "Saudi Arabia"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations.rst:92
|
|
msgid "Slovakia"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations.rst:93
|
|
msgid "Switzerland"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations.rst:94
|
|
msgid "Türkiye"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations.rst:95
|
|
msgid ":doc:`United Arab Emirates <payroll_localizations/united_arab_emirates>`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations.rst:96
|
|
msgid "United States"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:3
|
|
msgid "Australia"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:8
|
|
msgid "Odoo is currently in the process of becoming compliant with STP Phase 2 and SuperStream. An announcement will be made as soon as companies can use Odoo for payroll as a one-stop platform."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:12
|
|
msgid "Setting up employees"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:15
|
|
msgid "Employee settings"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:17
|
|
msgid "Create an employee by going to :menuselection:`Employees --> New`. Go to the :guilabel:`Settings` tab, and configure the :guilabel:`Australian Payroll` section, for example checking if they are :guilabel:`Non-resident`, if they benefit from the :guilabel:`Tax-free Threshold`, their :guilabel:`TFN Status`, :guilabel:`Employee Type`, etc."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:-1
|
|
msgid "Employee settings tab for the Australian payroll localization."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:26
|
|
msgid "Employee private information"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:28
|
|
msgid "In addition, some personal employee information is required for payroll compliance with Single Touch Payroll, and to process superannuation payments. Open the employee's :guilabel:`Private Information` tab and fill in the following fields:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:32
|
|
msgid ":guilabel:`Private Address`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:33
|
|
msgid ":guilabel:`Private Email`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:34
|
|
msgid ":guilabel:`Private Phone`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:35
|
|
msgid ":guilabel:`Date of Birth`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:-1
|
|
msgid "Employee private information tab for the Australian payroll localization."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:41
|
|
msgid "Odoo will remind you to complete the required data at different stages of the process."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:44
|
|
msgid "Super accounts and funds"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:46
|
|
msgid "You can add the superannuation details of new employees under the employee's :guilabel:`Super Accounts` tab. Click :guilabel:`Add a line` and make sure to include the :guilabel:`Member Since` date, :guilabel:`Member Number`, and :guilabel:`Super Fund`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:51
|
|
msgid "Use the :guilabel:`Proportion` field if an employee's contributions should sent to multiple funds at a time."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:-1
|
|
msgid "Configuring a super fund and super account for the Australian payroll localization."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:57
|
|
msgid "To create a new :guilabel:`Super Fund`, start typing its name and click :guilabel:`Create and edit...`. Fill in its:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:60
|
|
msgid ":guilabel:`Address`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:61
|
|
msgid ":guilabel:`ABN`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:62
|
|
msgid ":guilabel:`Type` (APRA / SMSF)"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:63
|
|
msgid "unique identifier (:guilabel:`USI` for APRA, :guilabel:`ESA` for SMSF)"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:64
|
|
msgid "(for SMFS only) :guilabel:`Bank Account`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:-1
|
|
msgid "Configuring a super fund for the Australian payroll localization."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:70
|
|
msgid "Manage all super accounts and funds by going to :menuselection:`Payroll --> Configuration --> Super Funds` or :menuselection:`Super Accounts`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:74
|
|
msgid "Odoo is currently in the process of becoming SuperStream-compliant."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:79
|
|
msgid "Once the employee has been created, create their employment contract by clicking the :icon:`fa-book` :guilabel:`Contracts` smart button, or by going to :menuselection:`Employees --> Employees --> Contracts`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:84
|
|
msgid "Only one contract can be active per employee at a time. However, an employee can be assigned consecutive contracts during their employment."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:88
|
|
msgid "Employment contract creation: recommended steps"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:-1
|
|
msgid "Recommended steps to create an employment contract."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:94
|
|
msgid "1. Basic contractual information"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:96
|
|
msgid "Select the :guilabel:`Contract Start Date` and :guilabel:`Working Schedule` (set, or flexible for casual workers)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:98
|
|
msgid "Keep the :guilabel:`Salary Structure Type` set to :guilabel:`Australian Employee`. This structure covers all of the ATO's tax schedules."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:103
|
|
msgid "(if using the Attendances or Planning app) Select the :guilabel:`Work Entry Source` to define how working hours and days are accounted for on the employee's payslip."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:106
|
|
msgid ":guilabel:`Working Schedule`: work entries are automatically generated based on the employee's working schedule, starting from the contract's start date."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:110
|
|
msgid "An employee works 38 hours a week, their contract begins on 01/01, today's date is 16/01, and the user generates a pay run from 14/01 to 20/01. The working hours on the payslip will be automatically calculated to be 38 hours (5 * 7.36 hours) if no unpaid leave is taken."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:114
|
|
msgid ":guilabel:`Attendances`: the working schedule is ignored, and work entries are only generated after clocking in and out of the Attendances app. Note that attendances can be imported."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:116
|
|
msgid ":guilabel:`Planning`: the working schedule is ignored, and work entries are generated from planning shifts in the Planning app."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:120
|
|
msgid "Timesheets do not impact work entries in Odoo. If you need to import your timesheets in Odoo, import them by going to :menuselection:`Payroll --> Work Entries --> Work Entries` instead."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:124
|
|
msgid "2. Salary Information tab"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:126
|
|
msgid ":guilabel:`Wage Type`: select :guilabel:`Fixed Wage` for full-time and part-time employees, and :guilabel:`Hourly Wage` for casual workers. The latter allows you to add a :guilabel:`Casual Loading` percentage."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:131
|
|
msgid "For hourly workers, the :guilabel:`Hourly Wage` field should exclude casual loading."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:133
|
|
msgid ":guilabel:`Schedule Pay`: in Australia, only the following pay run frequencies are accepted: :guilabel:`Daily`, :guilabel:`Weekly`, :guilabel:`Bi-weekly` (or fortnightly), :guilabel:`Monthly`, and :guilabel:`Quarterly`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:136
|
|
msgid ":guilabel:`Wage` /*period*: assign a wage to the contract according to their pay frequency. On payslips, the corresponding annual and hourly rates will be computed automatically."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:140
|
|
msgid "3. Australia tab"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:-1
|
|
msgid "Australia tab of a contract."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:145
|
|
msgid ":guilabel:`General`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:147
|
|
msgid "Add the :guilabel:`Regular Pay Day` if relevant."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:148
|
|
msgid "Enable :guilabel:`Report in BAS - W3` if you choose to add PAYG withholding amounts in BAS section W3 instead of W2 (refer to the `ATO's web page on PAYG withholding <https://www.ato.gov.au/businesses-and-organisations/preparing-lodging-and-paying/business-activity-statements-bas/in-detail/instructions/payg-withholding-how-to-complete-your-activity-statement-labels#W3Otheramountswithheldexcludinganyamount>`_ for more information)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:153
|
|
msgid ":guilabel:`Leave loading / workplace giving`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:155
|
|
msgid "Define whether your employees are :guilabel:`Eligible for Leave Loading`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:156
|
|
msgid "Set the :guilabel:`Workplace Giving Employee` amount in exchange for deductions."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:157
|
|
msgid "Set the :guilabel:`Salary Sacrificed Workplace Giving` amount (e.g., receiving a benefit instead of a deduction)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:160
|
|
msgid ":guilabel:`Super contributions`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:162
|
|
msgid "Add the :guilabel:`Extra Negotiated Super %` on top of the *super guarantee*."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:163
|
|
msgid "Add the :guilabel:`Extra Compulsory Super %` as per industrial agreements or awards obligations."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:165
|
|
msgid ":guilabel:`Salary sacrifice`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:167
|
|
msgid ":guilabel:`Salary Sacrifice Superannuation` allows employees to sacrifice part of their salary in favor of reportable employer superannuation contributions (RESC)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:169
|
|
msgid ":guilabel:`Salary Sacrifice Other Benefits` allows them to sacrifice part of their salary towards some other form of benefit (refer to the `ATO's web page on Salary sacrificing for employees <https://www.ato.gov.au/individuals-and-families/jobs-and-employment-types/working-as-an-employee/salary-sacrificing-for-employees>`_ for more information)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:175
|
|
msgid "As of Odoo 18, salary sacrificing for other benefits currently does not impact fringe benefits tax (FBT) reporting."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:181
|
|
msgid "4. Salary attachments"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:183
|
|
msgid "If the employee is to receive additional recurring payments every pay run, whether indefinitely or for a set number of periods, click the :icon:`fa-book` :guilabel:`Salary Attachments` smart button on the contract. Choose a :guilabel:`Type` and a :guilabel:`Description`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:188
|
|
msgid "Around 32 recurring salary attachment types exist for Australia. These are mostly related to allowances and child support. `Contact us <https://www.odoo.com/help>`_ for more information as to whether allowances from your industry can be covered."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:193
|
|
msgid "5. Run the contract"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:-1
|
|
msgid "Example of a running contract."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:198
|
|
msgid "Once all the information has been completed, change the contract stage from :guilabel:`New` to :guilabel:`Running`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:202
|
|
msgid "Prepare pay runs"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:205
|
|
msgid "Regular"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:207
|
|
msgid "Pay runs are created by going to :menuselection:`Payroll --> Payslips --> Batches`. After clicking :guilabel:`New`, enter a :guilabel:`Batch Name`, select a :guilabel:`Period`, and click :guilabel:`Generate Payslips`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:-1
|
|
msgid "Steps to generate payslips."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:214
|
|
msgid "Employees on a pay run can be filtered down by :guilabel:`Department` and :guilabel:`Job Position`. There is no limit to the amount of payslips that can be created in one batch. After clicking :guilabel:`Generate`, one payslip is created per employee in the :guilabel:`Waiting` stage, in which they can be reviewed and amended before validation."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:-1
|
|
msgid "Generated payslips in the waiting stage."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:222
|
|
msgid "On the payslip form view, there are two types of inputs:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:224
|
|
msgid ":guilabel:`Worked days` are computed based on the :ref:`work entry source set on the employee's contract <payroll/l10n_au/work-entry-source>`. :ref:`Work entries can be configured <payroll/l10n_au/work-entry-types>` according to different types: attendance, overtime, Saturday rate, Sunday rate, public holiday rate, etc."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:228
|
|
msgid ":guilabel:`Other inputs` are individual payments or amounts of :ref:`different types <payroll/l10n_au/other-input-types>` (allowances, lump sums, deductions, termination payments, leaves, etc.) that have little to do with the hours worked during the current pay period. The :ref:`previously configured salary attachments <payroll/l10n_au/salary-attachments>` are simply recurring other inputs attached to a contract."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:-1
|
|
msgid "Worked days and other inputs of a payslip."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:237
|
|
msgid "Under the :guilabel:`Salary Computation` tab, Odoo automatically computes payslip rules based on employees, contracts, worked hours, other input types, and salary attachments."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:240
|
|
msgid "The salary structure *Australian Employee* has 35 payslip rules that automatically compute and dynamically display according to the payslip inputs."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:0
|
|
msgid "Salary computation tab of a payslip"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:248
|
|
msgid "The following rules apply for that pay period in the above example:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:250
|
|
msgid ":guilabel:`Basic Salary`: pre-sacrifice gross salary"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:251
|
|
msgid ":guilabel:`Ordinary Time Earnings`: amount to which the super guarantee percentage needs to be applied"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:253
|
|
msgid ":guilabel:`Salary Sacrifice Total`: includes the $150 sacrificed to superannuation"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:254
|
|
msgid ":guilabel:`Taxable Allowance Payments`: includes the $10 allowance (*cents per KM* in this case)"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:256
|
|
msgid ":guilabel:`Taxable Salary`: gross salary amount minus non-taxable amounts"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:257
|
|
msgid ":guilabel:`Salary Withholding` and :guilabel:`Total Withholding`: amounts to be withheld from the taxable salary"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:259
|
|
msgid ":guilabel:`Net Salary`: the employee's net wage"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:260
|
|
msgid ":guilabel:`Concessional Super Contribution`: in this scenario, the amount sacrificed to superannuation, payable to the employee's super fund in addition to the super guarantee"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:262
|
|
msgid ":guilabel:`Super Guarantee`: as of 01 July 2024, it is computed as 11.5% of the ordinary time earnings amount"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:266
|
|
msgid "As of Odoo 18, the most recent tax schedule rates (2024-2025) have been updated for all salary rules and computations."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:270
|
|
msgid "Out-of-cycle"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:272
|
|
msgid "In Australia, payslips created without a batch are considered to be *out-of-cycle* runs. Create them by going to :menuselection:`Payroll --> Payslips --> Individual Payslips`. The same payslip rules apply, but the way these payslips are submitted to the ATO in the frame of Single Touch Payroll (STP) is slightly different."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:278
|
|
msgid "As of Odoo 18, adding an out-of-cycle payslip to an existing batch is **not** recommended."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:281
|
|
msgid "Finalise pay runs"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:284
|
|
msgid "Validate payslips"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:286
|
|
msgid "Once all payslip data is deemed correct, click :guilabel:`Create Draft Entry` on the payslip batch. This can also be done payslip by payslip for control reasons."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:289
|
|
msgid "This has several impacts:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:291
|
|
msgid "Marking the batch and its payslips as :guilabel:`Done`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:292
|
|
msgid "Creating a draft accounting entry per payslip or one entry for the whole batch, depending on your payroll settings. At this stage, accountants can post entries to affect the balance sheet, P&L report, and BAS report."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:295
|
|
msgid "Preparing the STP submission (or payroll data to be filed to the ATO as part of STP compliance). This needs to be performed by the :guilabel:`STP Responsible` user, defined under :menuselection:`Payroll --> Configuration --> Settings`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:298
|
|
msgid "Preparing super contribution lines as part of SuperStream compliance. This needs to be done by the :guilabel:`HR Super Send` user selected under :menuselection:`Payroll --> Configuration --> Settings`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:-1
|
|
msgid "Example of a draft payslip."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:306
|
|
msgid "Submit payroll data to the ATO"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:309
|
|
msgid "Odoo is currently in the process of becoming compliant with STP Phase 2, and this step described above does not submit data yet to the ATO."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:312
|
|
msgid "As per ATO requirements, STP submission for a pay run needs to be done on or before the payday. For this reason, submit your STP data to the ATO first before proceeding with payment. To do so, click :guilabel:`Submit to ATO` on the payslip batch."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:316
|
|
msgid "On the STP record for this pay run, a few useful information is displayed:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:318
|
|
msgid "a warning message if important information is missing,"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:319
|
|
msgid "an automatically generated activity for the STP responsible user, and"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:320
|
|
msgid "a summary of payslips contained in this pay run, auditable from this view."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:-1
|
|
msgid "Example of an STP record."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:325
|
|
msgid "Once the STP record is ready to go, click :guilabel:`Submit to ATO`, then read and accept the related terms and conditions."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:329
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:219
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:333
|
|
msgid "Pay employees"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:331
|
|
msgid "Once the ATO submission is complete, you can proceed to pay your employees. To facilitate the payment matching process, remember to post the payslip-related journal entries prior to validating a payment."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:335
|
|
msgid "Although you may decide to pay your employees individually, we recommend creating a batch payment from your payslip batch. To do so, click :guilabel:`Pay` on the payslip batch, and select :guilabel:`ABA Credit Transfer` as the :guilabel:`Payment Method`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:-1
|
|
msgid "Selecting the payment method for a payslip batch."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:342
|
|
msgid "This has two impacts:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:344
|
|
msgid "Marking the batch and its payslips as :guilabel:`Paid`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:345
|
|
msgid "Creating a :guilabel:`Payment Batch` linked to the payslip batch."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:-1
|
|
msgid "Example of a paid batch of payslips."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:350
|
|
msgid "When receiving the bank statement in Odoo, you can now match the statement line with the batch payment in one click. The payment is not reconciled against the payslip batch, and all individual payslips."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:-1
|
|
msgid "Steps to reconcile a bank statement with a batch payment."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:358
|
|
msgid "Impact on accounting"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:360
|
|
msgid "Depending on the employee and contract configuration, the journal entry linked to a payslip will be more or less exhaustive."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:364
|
|
msgid "For instance, here is the journal entry generated by the employee Marcus Cook configured above."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:0
|
|
msgid "Example of a journal entry for a payslip"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:369
|
|
msgid "Once posted, predefined accounts will impact the company's balance sheet (PAYGW, wages, and superannuation liabilities) and profit & loss report (wages and superannuation expenses). In addition, the employee's gross wage and PAYG withholding will update the BAS report for the relevant period (see Tax Grid: W1 and W2). Accounts can be adjusted to the company's chart of accounts."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:-1
|
|
msgid "Example of a BAS report PAYG tax witheld section."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:378
|
|
msgid "Other payroll flows"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:381
|
|
msgid "Paying super contributions"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:384
|
|
msgid "Odoo has a partnership with a clearing house to process both superannuation payments and data to the right funds in one click, via direct debit. Odoo is currently in the process of becoming compliant with SuperStream, and an announcement will be made as soon as superannuation contributions can be processed via Odoo's payroll solution."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:389
|
|
msgid "Once a quarter (or more frequently, in preparation for `Payday Super <https://www.ato.gov.au/about-ato/new-legislation/in-detail/superannuation/payday-superannuation>`_), you have to process superannuation payments to your employees' super funds. To do so, go to :menuselection:`Payroll --> Reporting --> Super Contributions`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:-1
|
|
msgid "Example of a super file."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:397
|
|
msgid "When ready to pay, add the :guilabel:`Bank Journal` that will be used to pay the super from, then click :guilabel:`Lock` to prevent the contributions from subsequent payslips from being added to that file. Instead, a new Super file will be created."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:401
|
|
msgid "Once the payment has been processed, it can be traced back to the Super file and matched with a bank statement."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:-1
|
|
msgid "Example of a super file payment."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:408
|
|
msgid "Terminating employees"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:410
|
|
msgid "Employees can be terminated by going to :menuselection:`Payroll --> Reporting --> Terminate Employee`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:413
|
|
msgid "The following fields must be completed:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:415
|
|
msgid ":guilabel:`Contract End Date`: once the termination is validated, this date will be added to the contract automatically, and mark the contract as :guilabel:`Expired` when the date has been reached."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:418
|
|
msgid ":guilabel:`Cessation Type Code`: a mandatory field for the ATO's STP reporting."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:419
|
|
msgid ":guilabel:`Termination Type`: the type of redundancy (genuine or non-genuine) affects the computation of unused annual and long service leave withholding."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:-1
|
|
msgid "Terminating the contract of an employee."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:425
|
|
msgid "The balance of unused annual leaves and long service leaves is displayed for reference."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:427
|
|
msgid "Confirming the termination creates an out-of-cycle payslip with the tag :guilabel:`final pay`. It computes the worked days until the contract end date, in addition to the employee's unused annual and long service leave entitlements."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:-1
|
|
msgid "Example of an out-of-cycle payslip of a terminated employee."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:434
|
|
msgid "Odoo automatically computes unused leave entitlements based on the employee's current hourly rate leave loading (for annual leaves only), and the remaining leave balance. However, these amounts can be manually edited in the :guilabel:`Other Inputs` table if necessary."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:438
|
|
msgid "Employment Termination Payments (ETP) can also be added to the :guilabel:`Other Inputs` table. Odoo has a comprehensive list of excluded and non-excluded ETPs for companies to select from."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:-1
|
|
msgid "Adding employment termination payments."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:445
|
|
msgid "Withholding for unused leaves and ETPs is computed according to the ATO's `Schedule 7 <https://www.ato.gov.au/tax-rates-and-codes/payg-withholding-schedule-7-tax-table-for-unused-leave-payments-on-termination-of-employment>`_ and `Schedule 11 <https://www.ato.gov.au/tax-rates-and-codes/payg-withholding-schedule-11-tax-table-for-employment-termination-payments>`_ and updated as of 01 July 2024."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:451
|
|
msgid "Once an employee has been terminated and the last detailed of their employment resolved, you can archive the employee by clicking the :icon:`fa-cog` (:guilabel:`Actions`) icon, then :icon:`oi-archive` :guilabel:`Archive` on the employee's form view."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:456
|
|
msgid "Switching from another STP software to Odoo"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:458
|
|
msgid "When switching from another STP-enabled software to Odoo, you might need to maintain the continuity in the YTD values of your employees. Odoo allows importing employees' YTD values by going to :menuselection:`Payroll --> Configuration --> Settings` and clicking :guilabel:`Import YTD Balances`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:-1
|
|
msgid "Import YTD balances button."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:466
|
|
msgid "For the ATO to recognize the employee records of your previous software and keep a continuity in Odoo, you must enter the:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:469
|
|
msgid ":guilabel:`Previous BMS ID` (one per database)"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:470
|
|
msgid ":guilabel:`Previous Payroll ID` (one per employee)"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:472
|
|
msgid "Ask your previous software provider if you cannot find its BMS ID or your employees' payroll IDs."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:-1
|
|
msgid "Importing YTD balances."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:477
|
|
msgid "This will give you the opportunity to add your employees' YTD opening balances in the current fiscal year. The ATO reports on a lot of different types of YTD. These are represented by the 13 following :guilabel:`Salary Rules` in Odoo."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:-1
|
|
msgid "Salary rules for an employee."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:485
|
|
msgid "Let us say that the employee Marcus Cook has been transitioned from another STP-enabled software on September 1. Marcus has received two monthly payslips in his previous software (for July and August). Here are the YTD balances Marcus's company needs to transfer to Odoo:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:492
|
|
msgid "YTD category"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:493
|
|
msgid "YTD balance to transfer"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:494
|
|
msgid "Gross (normal attendance)"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:495
|
|
msgid "$13,045.45"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:496
|
|
msgid "Gross (overtime)"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:497
|
|
msgid "$1,000"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:498
|
|
msgid "Paid leave"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:499
|
|
msgid "$954.55"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:500
|
|
msgid "Laundry allowance"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:501
|
|
msgid "$200"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:502
|
|
msgid "Total withholding"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:503
|
|
msgid "$2,956"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:504
|
|
msgid "Super Guarantee"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:505
|
|
msgid "$1,610"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:507
|
|
msgid "If some YTD balances need to be reported with more granularity to the ATO, you can use the salary rule's inputs."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:511
|
|
msgid "For instance, the *Basic Salary* rule can contain six inputs, and three are necessary in our example: regular gross amounts, overtime, and paid leaves. These are all reported differently in terms of YTD amounts."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:0
|
|
msgid "Adding YTD inputs"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:518
|
|
msgid "The finalized YTD opening balances for Marcus Cook look like the following."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:0
|
|
msgid "Example of finalized YTD opening balances"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:523
|
|
msgid "As a result, YTD computations on payslips are based on the employee's opening balances instead of starting from zero."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:527
|
|
msgid "STP finalisation"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:530
|
|
msgid "Odoo is currently in the process of becoming compliant with STP Phase 2, and the finalisation flows described below do not yet submit data to the ATO."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:534
|
|
msgid "EOFY finalisation"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:536
|
|
msgid "Employers reporting through STP must make a finalization declaration by 14 July each year. To do so, go to :menuselection:`Payroll --> Reporting --> STP Finalisation`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:-1
|
|
msgid "EOFY finalisation of an employee."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:542
|
|
msgid "Both active and terminated employees to finalise are displayed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:-1
|
|
msgid "List of employees to finalise."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:547
|
|
msgid "From the finalisation form view, you can proceed with a final audit of all employees' payslips during the relevant financial year. Once ready, click :guilabel:`Submit to ATO`. When you have made the finalisation declaration, employees will see the status of their payment information change to :guilabel:`Tax ready` on their online income statement after the end of the financial year."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:553
|
|
msgid "Individual finalisation"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:555
|
|
msgid "Odoo also allows you to finalise employees individually during the year. This can be useful when:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:557
|
|
msgid "one-off payments are made after a first finalisation; and"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:558
|
|
msgid "finalisation after termination of employment during the year."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:560
|
|
msgid "To proceed with an individual finalisation, go to :menuselection:`Payroll --> Reporting --> STP Finalisation`, leave the :guilabel:`EOFY Declaration` checkbox unticked, and manually add employees to be finalised."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:-1
|
|
msgid "Individual EOFY finalisation."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:567
|
|
msgid "Even if you finalise an employee record partway through the financial year, the ATO will not pre-fill the information into the employee's tax return until after the end of the financial year."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:571
|
|
msgid "Adjustments"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:574
|
|
msgid "Odoo is currently in the process of becoming compliant with STP Phase 2, and the adjustment flows described below do not yet submit data to the ATO."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:578
|
|
msgid "Amend finalisation"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:580
|
|
msgid "If you need to amend YTD amounts for an employee after a finalisation declaration was made, it is still possible to remove the finalisation indicator for that employee. To do so, go to :menuselection:`Payroll --> Reporting --> STP Finalisation`, select the employee, and leave the :guilabel:`Finalisation` checkbox unticked."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:-1
|
|
msgid "Amending YTD amounts for an employee."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:588
|
|
msgid "When ready, click :guilabel:`Submit to ATO` to file the finalisation update to the ATO."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:590
|
|
msgid "Once the correct YTD details are ready for that employee after amendment, finalise that employee again."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:594
|
|
msgid "The ATO expects employers to correct errors within 14 days of detection or, if your pay cycle is longer than 14 days (e.g., monthly), by the date you would be due to lodge the next regular pay event. Finalisation amendments can be done through STP up to five years after the end of the financial year."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:599
|
|
msgid "Finalising and amending finalisation for a single employee can also be useful when rehiring an employee within the same financial year."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:603
|
|
msgid "Full file replacements"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:605
|
|
msgid "An employer can make full file replacements of pay runs to replace the last lodgement sent to the ATO if it turns out to contain significantly inaccurate data."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:608
|
|
msgid "To do so, open the last STP submission and click :guilabel:`Replace File`. Then, select which payslips need to be reset by ticking the :guilabel:`Reset Payslip` checkbox."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:-1
|
|
msgid "Replace file button."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:614
|
|
msgid "Resetting payslips does not create new payslips or a new pay run, but instead:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:616
|
|
msgid "The payslips batch is reset from :guilabel:`Paid` or :guilabel:`Done` to :guilabel:`Confirmed`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:617
|
|
msgid "The status of the reset payslips revert back to :guilabel:`Draft`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:618
|
|
msgid "The correct payslips remain paid and matched against the original payment."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:619
|
|
msgid "A new STP submission is created to replace the former one. For traceability purposes, the former STP submission is not deleted but marked as replaced."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:622
|
|
msgid "First, correct the reset payslips and create their draft entry. Once done, the :guilabel:`Submit to ATO` reappears on the payslip batch to process the full file replacement."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:-1
|
|
msgid "Resubmitting a payslip batch."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:628
|
|
msgid "When ready, submit the pay run to the ATO once again. Please note that full file replacements are only meant as a last resort to amend a substantial amount of erroneous data. When possible, the ATO recommends correcting an incorrect payslips by submitting a correction as part of the next pay run or via update event."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:633
|
|
msgid "Moreover, it is not possible to submit a second full file replacement of the same submission, and a full file replacement can only be done once every 24 hours."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:637
|
|
msgid "Zero out YTD values"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:639
|
|
msgid "In case of a mid-year change of several key identifiers, YTD values need to be zeroed out, and then re-posted with the updated key identifier."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:642
|
|
msgid "For the following **company identifiers**, all employees need to be zeroed out:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:644
|
|
msgid "ABN"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:645
|
|
msgid "Branch Code"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:646
|
|
msgid "BMS ID"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:648
|
|
msgid "For the following **employee identifiers**, only individual employees can be zeroed out:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:650
|
|
msgid "TFN"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:651
|
|
msgid "Payroll ID"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:653
|
|
msgid "Before updating any key identifiers, create a new STP submission by going to :menuselection:`Payroll --> Reporting --> Single Touch Payroll` and:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:656
|
|
msgid "Change the :guilabel:`Submission Type` to :guilabel:`Update`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:657
|
|
msgid "Tick the :guilabel:`Zero Out YTD` checkbox."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:658
|
|
msgid "Click :guilabel:`Add a line` to specify which employees."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:659
|
|
msgid "Click :guilabel:`Submit to ATO`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:0
|
|
msgid "Creating a new STP submission to zero out YTD values."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:664
|
|
msgid "Once that is done, modify the key identifier(s) to amend."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:666
|
|
msgid "Finally, go back to :menuselection:`Payroll --> Reporting --> Single Touch Payroll` to create and submit a new :guilabel:`Update`, this time without ticking the :guilabel:`Zero Out YTD` checkbox. This will notify the ATO that the previously recorded YTD balances are to be adjusted to the new key identifiers."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:672
|
|
msgid "Payroll links to other apps"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:675
|
|
msgid "Time Off"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:677
|
|
msgid "The :doc:`Time Off app <../../../hr/time_off>` is natively integrated with the Payroll app in Odoo. Different types of leaves will populate payslips based on the concept of *work entries*."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:680
|
|
msgid "Go to :menuselection:`Time Off --> Configuration --> Time Off Types`, and for each type, configure the following two fields under the :guilabel:`Payroll` section:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:683
|
|
msgid ":guilabel:`Work Entry Type`: defines which work entry should be selected on the :guilabel:`Worked Days` table of the payslip."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:685
|
|
msgid ":guilabel:`Unused Leave Type`: choose between :guilabel:`Annual`, :guilabel:`Long Service`, or :guilabel:`Personal Leave`. If :guilabel:`Personal Leave` is selected, the remaining leave balance for this time off type will not show up as an entitlement at the time of termination. Unused leaves of the type :guilabel:`Annual` will include leave loading if the employee is eligible for it."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:-1
|
|
msgid "Configuring time off types."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:695
|
|
msgid "Expenses"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:697
|
|
msgid "The :doc:`Expenses app <../../../finance/expenses>` is also natively integrated with the **Payroll** app in Odoo. First of all, go to :menuselection:`Expenses --> Configuration --> Settings` and enable :guilabel:`Reimburse in Payslip`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:701
|
|
msgid "When an employee on your payroll submits an approved expense to be reimbursed, you can reimburse them using two ways:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:704
|
|
msgid "If the expense is to be reimbursed outside of a pay run, click :guilabel:`Post Journal Entries`. The payment must be made manually."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:706
|
|
msgid "If the expense is to be reimbursed as part of the next pay run, click :guilabel:`Report in Next Payslip` instead."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:-1
|
|
msgid "Two ways of reimbursing an expense."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:712
|
|
msgid "After an expense has been added to the next payslip, you can find it in the :guilabel:`Other Inputs` table. This input type is then computed as an addition to the net salary."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:-1
|
|
msgid "The expense reimbursement on a payslip."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:718
|
|
msgid "After paying the employee, the payslip's journal item related to the employee's reimbursement is automatically matched against the expense's vendor bill."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:-1
|
|
msgid "The payslip's journal item related to the employee's expense reimbursement."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:725
|
|
msgid "Advanced configurations"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:732
|
|
msgid "You can access other input types by going to :menuselection:`Payroll --> Configuration --> Other Input Types`. There are 63 other input types related to Australia. We do not recommend using the other ones as part of your payroll solution, since they cannot be used in the frame of STP. You can archive or delete them."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:737
|
|
msgid "On each input type, the following fields are important:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:739
|
|
msgid ":guilabel:`Payment Type` classifies input types in six categories:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:741
|
|
msgid ":guilabel:`Allowance`: a separate amount you pay to your employees in addition to salary and wages. Some of these allowances are mandated by modern awards: laundry, transport, etc."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:745
|
|
msgid "`Contact us <https://www.odoo.com/help>`_ if you plan to use allowances subject to varied rates of withholding (such as *cents per KM* or *travel allowances*) to see whether Odoo currently covers your business case."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:750
|
|
msgid "As of Odoo 18, some allowances such as :guilabel:`Laundry: Allowance for approved uniforms` are managed by two other inputs: one to lodge the amount paid up to the ATO limit, and the other one to lodge the amount exceeding the ATO limit. This is necessary for Odoo to compute PAYGW correctly."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:754
|
|
msgid "Some businesses may require to shift the reporting of an allowance from :guilabel:`OTE` to :guilabel:`Salary & Wages` depending on the employee. In this case, you must duplicate and re-configure an existing other input type. For example, :guilabel:`Work-Related Non-Expense` allowance is :guilabel:`OTE` by default."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:759
|
|
msgid ":guilabel:`Deduction`: union fees and child support deductions are considered deductions."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:760
|
|
msgid ":guilabel:`ETP`: employment termination payments. These are either considered excluded or non-excluded (see `ATO's web page on ETP components taxation <https://www.ato.gov.au/individuals-and-families/jobs-and-employment-types/working-as-an-employee/leaving-your-job/employment-termination-payments-for-employees/how-etp-components-are-taxed>`_)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:762
|
|
msgid ":guilabel:`Leave`: leave-related other inputs that are not pertaining to a single pay period (lump sum, cashing out leaves while in service, unused leaves, etc.)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:764
|
|
msgid ":guilabel:`Lump Sum`: return to work and lump sum E (for back payments) fall under this category."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:766
|
|
msgid ":guilabel:`Other`: other payments with their own specific logic."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:768
|
|
msgid ":guilabel:`PAYGW Treatment` affects how Odoo withholds tax for this input type: :guilabel:`Regular`, :guilabel:`No PAYG Withholding`, and :guilabel:`Excess Only` (for allowances)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:771
|
|
msgid ":guilabel:`Superannuation Treatment`: :guilabel:`OTE`, :guilabel:`Salary & Wages`, and :guilabel:`Not Salary & Wages`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:773
|
|
msgid ":guilabel:`STP Code`: only visible in :ref:`developer mode <developer-mode>`, this field tells Odoo how to report the gross value of this payment to the ATO. We do not recommend changing the value of this field if it was already set by default."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:777
|
|
msgid "Grouping other input types by :guilabel:`Payment Type` can help you understand the different scenarios in which these inputs can be used."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:-1
|
|
msgid "Other input types grouped by payment type."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:788
|
|
msgid "A *work entry type* is a type of attendance for employees (e.g., attendance, paid leave, overtime, etc.). A few work entry types are created by default in every Australian database."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:-1
|
|
msgid "Default work entry types for the Australian localization."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:794
|
|
msgid "Before using Odoo's payroll solution for Australia, it is recommended you trim work entry types to keep the ones you need only by going to :menuselection:`Payroll --> Configuration --> Work Entry Types`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:798
|
|
msgid "For each type, make sure to configure the following fields for Australia:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:800
|
|
msgid ":guilabel:`Is OTE`: determines whether time spent in this category can be considered ordinary time earnings, meaning that the superannuation guarantee rate will apply (e.g., regular attendance, paid leave, etc.)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:803
|
|
msgid ":guilabel:`Penalty Rate`: used to determine the percentage of penalty that applies to time spent in this category. It is important that you configure the penalty rate that applies in your state or industry according to the type of work (e.g., Saturday rate, Sunday rate, overtime rate, etc.)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:806
|
|
msgid ":guilabel:`STP Code`: only visible in :ref:`developer mode <developer-mode>`, this field tells Odoo how to report the time spent in this category to the ATO. We do not recommend changing the value of this field if it was already set by default."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:-1
|
|
msgid "Configuring a work entry type."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:814
|
|
msgid "Current limitations"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:816
|
|
msgid "As of Odoo 18, we do not recommend companies to use the Payroll app for the following business flows:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:819
|
|
msgid "Income stream types: Foreign Employment Income"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:820
|
|
msgid "Tax treatment category: actors & performers"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:821
|
|
msgid "Death benefits reporting"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:822
|
|
msgid "Reporting obligations for WPN (instead of ABN)"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:823
|
|
msgid "Allowances subject to a varied rate of withholding (such as *cents per kilometer* allowance and *travel allowances*)"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:826
|
|
msgid "`Contact us <https://www.odoo.com/help>`_ if you would like to make sure whether Odoo fits your payroll requirements in Australia."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:832
|
|
msgid "Employment Hero integration"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:834
|
|
msgid "If your business is already up and running with Employment Hero, you can use the connector as an alternative payroll solution. The Employment Hero module synchronizes payslip accounting entries (e.g., expenses, social charges, liabilities, taxes) automatically from Employment Hero to Odoo. Payroll administration is still done in Employment Hero; Odoo only records the journal entries."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:842
|
|
msgid ":ref:`Install <general/install>` the Employment Hero Payroll module (`l10n_employment_hero`)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:843
|
|
msgid "Configure the Employment Hero API by going to :menuselection:`Accounting --> Configuration --> Settings`. More fields become visible after ticking the :guilabel:`Enable Employment Hero Integration` checkbox."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:0
|
|
msgid "Enabling the Employment Hero integration."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:850
|
|
msgid "Find the :guilabel:`API Key` in the :guilabel:`My Account` section of the Employment Hero platform."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:0
|
|
msgid "Finding the Employment Hero API key under the My Account section."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:856
|
|
msgid "The :guilabel:`Payroll URL` is pre-filled with `https://keypay.yourpayroll.com.au`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:859
|
|
msgid "Do not change the pre-filled :guilabel:`Payroll URL`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:861
|
|
msgid "Find the :guilabel:`Business Id` in the Employment Hero URL (e.g., `189241`)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:0
|
|
msgid "Finding the Employment Hero Business ID in the URL."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:866
|
|
msgid "Select any Odoo journal as the :guilabel:`Payroll Journal` to post the payslip entries."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:868
|
|
msgid "Configure the tax by going to :menuselection:`Accounting --> Configuration --> Taxes`. Create the necessary taxes for the Employment Hero payslip entries. Fill in the tax code from Employment Hero in the :menuselection:`Matching Employment Hero Tax` field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:873
|
|
msgid "The API explained"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:875
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/employment_hero.rst:56
|
|
msgid "The API syncs the journal entries from Employment Hero to Odoo and leaves them in draft mode. The reference includes the Employment Hero payslip entry ID in brackets for the user to easily retrieve the same record in Employment Hero and Odoo."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:-1
|
|
msgid "Employment Hero journal entries in Odoo."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:882
|
|
msgid "By default, the synchronization happens once per week. It is possible to fetch the records manually by going to :menuselection:`Accounting --> Configuration --> Settings` and, in the :guilabel:`Employment Hero`, clicking :guilabel:`Fetch Payruns Manually`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:886
|
|
msgid "Employment Hero payslip entries also work based on double-entry bookkeeping. The accounts used by Employment Hero are defined in the Payroll settings section."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:-1
|
|
msgid "Finding the Employment Hero accounts."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:892
|
|
msgid "For the API to work, you must create the same accounts as the default accounts of your Employment Hero business (same name and same code) in Odoo. You also need to choose the correct account types in Odoo to generate accurate financial reports."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:3
|
|
msgid "Belgium"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:8
|
|
msgid "Understanding the Belgian payslip"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:13
|
|
msgid "Providing employees with a clear, transparent payslip is essential for compliance and employee satisfaction. This guide explains how to interpret a Belgian payslip, detailing key components that impact salary calculations and deductions."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:20
|
|
msgid "The first section of the payslip contains the employee's general details. It is crucial to verify the accuracy of the civil status and the number of dependents, as these factors influence tax calculations. Employers can ensure updates are made through their internal salary configurator or employee profile management systems."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:-1
|
|
msgid "How to read a payslip - General Information."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:31
|
|
msgid "This section outlines time-off applications and their impact on salary. The base salary typically remains constant unless unpaid leave is taken. If an employee has taken unpaid leave, parental leave, or any unexpected absence, their salary will reflect the corresponding deductions."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:-1
|
|
msgid "How to read a payslip - Work Entries."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:39
|
|
msgid "Payroll calculation"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:41
|
|
msgid "The core of the payslip details various salary components, deductions, and benefits. Below are the primary elements:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:44
|
|
msgid "**Benefits in Kind**: If applicable, benefits in kind (such as a mobile or internet subscription or a laptop) are subject to taxation and impact net remuneration."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:47
|
|
msgid "When a company car is provided for personal use, a taxable benefit (ATN) is added to the employee's salary. This is determined by:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:50
|
|
msgid "The catalog value and age of the vehicle"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:51
|
|
msgid "The vehicle's CO2 emissions"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:53
|
|
msgid "This benefit is subject to withholding tax and will be adjusted later in the payroll process."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:54
|
|
msgid "**Social Security contributions**: A mandatory 13.07% deduction from gross salary is allocated to the National Social Security Office (ONSS). This includes:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:57
|
|
msgid "Pensions: 7.5%"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:58
|
|
msgid "Health Insurance for Care: 3.55%"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:59
|
|
msgid "Health Insurance for Benefits: 1.15%"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:60
|
|
msgid "Unemployment: 0.87%"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:62
|
|
msgid "Additionally, the employer contributes on average 25% of the employer's contributions to the National Social Security Office."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:64
|
|
msgid "**Employment bonus**: A reduction in employee contributions based on gross salary, which is phased out if the salary exceeds a specific threshold."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:68
|
|
msgid "`More info on job bonuses <https://www.socialsecurity.be/employer/instructions/dmfa/fr/latest/instructions/deductions/workers_reductions/workbonus.html>`_"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:70
|
|
msgid "**Withholding taxes**: Withholding tax rates are revised annually by the `SPF Finances <https://finances.belgium.be/fr/entreprises/personnel_et_remuneration/precompte_professionnel/calcul>`_."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:73
|
|
msgid "The tax amount is influenced by:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:75
|
|
msgid "Gross salary"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:76
|
|
msgid "Marital status (married, legally cohabiting, or single)"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:77
|
|
msgid "Household composition (children or other dependents)"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:79
|
|
msgid "This serves as an advance payment on professional income tax."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:80
|
|
msgid "**Reduction in withholding tax**: A reduction based on gross salary, which is ignored if salary surpasses a specific amount."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:82
|
|
msgid "**Special Social Security contribution**: A household income-based tax applicable to all employees covered by social security."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:84
|
|
msgid "**Meal voucher deduction**: Employees receive meal vouchers valued for instance at €8 per workday, where:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:87
|
|
msgid "The employer contributes €6.91"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:88
|
|
msgid "The employee contributes €1.09"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:91
|
|
msgid "5 worked days -> deduction of €5.45 (:math:`5\\times\\text{€}1.09`)"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:92
|
|
msgid "22 worked days -> deduction of €23.98 (:math:`22\\times\\text{€}1.09`)"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:94
|
|
msgid "Variations in this deduction impact monthly net salary."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:95
|
|
msgid "**Representation fees**: An optional net salary component, allocated in two parts:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:97
|
|
msgid "A fixed portion, independent of working hours"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:98
|
|
msgid "A prorated portion, adjusted for part-time schedules"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:99
|
|
msgid "**Net salary**: The final amount deposited into the employee's bank account after deductions."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:104
|
|
msgid "December pay"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:107
|
|
msgid "Why a December settlement?"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:109
|
|
msgid "An employer must pay a vacation allowance to an employee in December under two conditions:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:111
|
|
msgid "If the employee has reduced their working hours during the vacation year."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:112
|
|
msgid "If the employee is unable to take all their vacation days before the end of the year."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:114
|
|
msgid "In principle, employers must ensure that employees take their annual vacation before December 31. However, certain circumstances may prevent employees from using all their vacation days. In these cases, the employer must pay the simple vacation allowance for unused days before the end of the year. Additionally, if the employee has not received the double vacation allowance earlier in the year (typically in May or June), they are entitled to receive it."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:121
|
|
msgid "Reduction of working hours"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:123
|
|
msgid "When an employee reduces their average working hours with the same employer, the employer must pay the vacation allowance in December of the year in which the reduction occurs, as if the employee had left the company."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:127
|
|
msgid "**Possible scenarios**:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:129
|
|
msgid "Transition to part-time work."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:130
|
|
msgid "Partial career break."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:131
|
|
msgid "Thematic leave on a part-time basis."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:132
|
|
msgid "Partial return to work after a full incapacity period."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:134
|
|
msgid "The settlement is calculated based on the previous vacation year's earnings and includes:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:136
|
|
msgid "**Simple vacation allowance**: 7.67% of the yearly gross salary from the previous year, including any fictitious salary for assimilated interruption days, minus the simple vacation allowance already paid during the vacation year."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:139
|
|
msgid "**Double vacation allowance**: 7.67% of the yearly gross salary from the previous year, including any fictitious salary for assimilated interruption days, minus the double vacation allowance already paid during the vacation year."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:143
|
|
msgid "If all vacation days have been taken before the reduction in working hours, no additional calculation is required."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:147
|
|
msgid "Inability to use vacation days"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:149
|
|
msgid "As a general rule, all vacation days must be used within the vacation year. However, if an employee is unable to take all their vacation due to force majeure or specific suspension reasons, the employer must pay the following by December 31:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:153
|
|
msgid "**Simple vacation allowance** for unused days, based on the December salary."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:154
|
|
msgid "**Double vacation allowance** if it has not yet been paid, based on the December salary."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:156
|
|
msgid "**Eligible reasons include**:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:158
|
|
msgid "Common illness or accident."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:159
|
|
msgid "Work accident or occupational disease."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:160
|
|
msgid "Maternity leave, paternity leave (converted maternity leave), prophylactic leave."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:161
|
|
msgid "Birth, adoption, or reception leave."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:162
|
|
msgid "Parental leave or protective maternity leave measures."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:165
|
|
msgid "New rule (effective end of 2024)"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:167
|
|
msgid "Employees unable to take vacation due to the above reasons (except force majeure or protective maternity leave measures) can carry over unused days for up to 24 months. Since the vacation allowance is already paid in December of the vacation year, no additional payment will be made when the carried-over days are used."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:173
|
|
msgid "Employer payment responsibilities"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:175
|
|
msgid "The employer must pay any outstanding simple vacation allowance based on 7.67% of the gross salary from the previous year. However, an exit vacation allowance based on the current year's gross salary is not due."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:179
|
|
msgid "If an employee reduces their working hours and continues in the same role the following year, an additional vacation allowance calculation may be required in December."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:183
|
|
msgid "Example calculation"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:185
|
|
msgid "In 2013, an employee works full-time (5 days per week)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:186
|
|
msgid "In 2014, the employee works full-time until June 30, then switches to part-time (5 half-days per week)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:188
|
|
msgid "The employee takes vacation in August 2014 under the new part-time regime (20 half-days over 4 weeks)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:190
|
|
msgid "They receive a simple vacation allowance for 20 half-days and a double vacation allowance equivalent to 92% of their monthly salary."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:192
|
|
msgid "In December 2014, the employee receives additional simple (7.67%) and double (7.67%) vacation allowances based on 2013's gross salary, minus previously paid amounts."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:194
|
|
msgid "In 2015, if the employee continues part-time, they receive vacation based on part-time hours plus 5 full-time vacation days from the 2014 vacation year."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:196
|
|
msgid "A second settlement in December 2015 includes additional simple (7.67%) and double (7.67%) vacation allowances based on the 2014 gross salary, minus previously paid amounts."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:200
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1650
|
|
msgid "How to do it in Odoo"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:202
|
|
msgid "On a classic :doc:`payslip <../payslips>` issued in December, press the :guilabel:`Compute December Holiday Pay` button to open a configuration wizard."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:205
|
|
msgid "Based on the allocated and requested time off, the :guilabel:`Simple Holiday Pay N-1` and :guilabel:`Double Holiday Pay N-1` for the December payslip are computed (and editable for manual encoding). Click :guilabel:`Validate` to confirm."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:-1
|
|
msgid "December Pay Amount."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:212
|
|
msgid "After validation, two additional inputs are stored on the payslip, and the payslip is re-computed to take those new remunerations into account."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:215
|
|
msgid "The simple holiday pay is included into the gross remuneration."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:-1
|
|
msgid "December Pay Simple."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:220
|
|
msgid "The double holiday pay is computed separately and included into the net amount."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:-1
|
|
msgid "December Pay Double."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:228
|
|
msgid "Departure: holiday attests"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:233
|
|
msgid "In Belgium, when an employee leaves a company, the employer is required to provide vacation attestations. These documents help the new employer determine the employee's vacation entitlements and any vacation pay due. Odoo facilitates the automatic generation of these attestations based on payroll and time-off data."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:239
|
|
msgid "Types of attestations"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:241
|
|
msgid "Odoo generates two types of vacation attestations:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:243
|
|
msgid "**For the previous year (N-1)**: If the employee has not yet taken all the vacation days from the previous year."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:245
|
|
msgid "**For the current year (N)**: Covering the vacation rights accrued in the year of departure."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:247
|
|
msgid "Each attestation includes details such as:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:249
|
|
msgid "The period the employee was employed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:250
|
|
msgid "Agreed working time and any modifications."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:251
|
|
msgid "Gross amounts of single and double vacation pay paid."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:252
|
|
msgid "Social security contributions paid by the employer."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:253
|
|
msgid "Number of vacation days already taken."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:254
|
|
msgid "Additional (European) vacation pay and days."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:257
|
|
msgid "Calculation logic in Odoo"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:259
|
|
msgid "Odoo computes the attestations based on payroll and leave data. The main calculations include:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:261
|
|
msgid "**Retrieving payroll and leave records**"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:263
|
|
msgid "The system identifies the employee's payroll records for the current and previous years."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:264
|
|
msgid "It retrieves validated leave requests and allocations."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:266
|
|
msgid "**Computing gross remuneration**"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:268
|
|
msgid "The gross annual salary for both the current and previous years is computed from payroll records."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:270
|
|
msgid "The average monthly salary is calculated for unpaid leave adjustments."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:272
|
|
msgid "**Time-off calculations**"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:274
|
|
msgid "The number of vacation days taken and allocated in the current year is determined."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:275
|
|
msgid "Unpaid leave days are accounted for separately."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:277
|
|
msgid "**Fictitious remuneration calculation**"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:279
|
|
msgid "If unpaid leave was taken, Odoo computes a fictitious remuneration adjustment using the formula:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:282
|
|
msgid "\\text{Fictitious Remuneration} = (\\text{Unpaid Leave Days} \\times\n"
|
|
"\\text{Average Monthly Salary} \\times 3) \\div (13 \\times 5)"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:288
|
|
msgid "**Generating the final attestation**"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:290
|
|
msgid "Odoo creates a payroll entry reflecting the vacation pay due."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:291
|
|
msgid "The attestation document is generated and can be printed or exported."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:293
|
|
msgid "Two payslips are created:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:295
|
|
msgid "**Payslip for the current year** (`termination_payslip_n`)"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:297
|
|
msgid "This payslip covers the employee's last salary period in the year of termination."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:299
|
|
msgid "**Payslip for the previous year** (`termination_payslip_n1`)"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:301
|
|
msgid "The one accounts the amount of money converted from the untaken time off of previous year."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:303
|
|
msgid "Each payslip is generated using the appropriate payroll structure, ensuring correct calculations for all entitlements and deductions."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:306
|
|
msgid "Before computing the final payment, the system gathers necessary payroll data:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:308
|
|
msgid "**Annual gross salary calculation**"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:310
|
|
msgid "To estimate the employee's **annual gross salary**, the system looks for the most recent validated monthly payslip. If a payslip is found, the **gross salary** from that payslip is multiplied by 12 to get an annual estimate. If no payslip exists, the annual gross salary is set to **zero**."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:315
|
|
msgid "**European leave recovery**"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:317
|
|
msgid "The system retrieves all **European leave days (LEAVE216)** taken by the employee during the current year. It then calculates the **total amount paid for these leaves** and determines how much should be deducted."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:321
|
|
msgid "The deduction follows these principles:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:323
|
|
msgid "If an employee has taken **European holidays (additional vacation days)**, the amount paid in advance must be recovered."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:325
|
|
msgid "The recovery is either:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:327
|
|
msgid "Deducted from **the double vacation pay (85%)** for the next year."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:328
|
|
msgid "Or, if the employee leaves, deducted from the final termination payslip."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:330
|
|
msgid "If leave has been taken, the **termination certificate** must specify:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:332
|
|
msgid "The **number of European leave days** already granted."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:333
|
|
msgid "The **gross allowance** corresponding to these days."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:335
|
|
msgid "To ensure fairness, the system first checks whether a deduction has already been applied in the **double vacation pay**. If so, only the remaining amount is deducted from the final payslip."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:338
|
|
msgid "Once the required values are determined, they are recorded in the payslip as **additional payroll inputs**:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:341
|
|
msgid "**Gross salary reference**: Includes the final salary amount plus any fictitious remuneration."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:342
|
|
msgid "**European leave deduction**: Deducts the previously paid European leave amounts."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:343
|
|
msgid "**Other inputs**: Allocates time off taken, taxable amounts, and any outstanding allocations."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:345
|
|
msgid "After setting these values, the system **computes the payslip** to ensure all deductions and payments are correctly applied."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:348
|
|
msgid "This process ensures that the final **termination payslip** takes into account all salary components, including **annual gross pay, European leave recovery, and any unpaid entitlements**. Odoo retrieves past payslips and time-off records to ensure compliance with **Belgian payroll regulations**."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:353
|
|
msgid "By automating this process, Odoo minimizes manual intervention, reducing errors and ensuring employees receive the correct termination payments."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:357
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:609
|
|
msgid "How does it work in Odoo?"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:359
|
|
msgid "In Odoo, to access the holiday attests process, go to the employee form view and click on :icon:`fa-cog` :guilabel:`(Action)` then :guilabel:`Departure: Holiday Attests` or navigate to :menuselection:`Payroll --> Reporting --> Departure: Holiday Attests`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:363
|
|
msgid "In the wizard that appears, you can see all the payslips over the current and last year, the time off requests and allocations. You can also encode the unpaid time off you would like to declare on that holiday attest."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:367
|
|
msgid "Once you're ready, click the :guilabel:`Validate & Compute holiday attests` button. Two payslips are generated for each considered period (N and N-1)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:370
|
|
msgid "Once validated, two :file:`.pdf` documents are generated. One **classic payslip** and one **holiday attests** for the future employer."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:0
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:0
|
|
msgid "Departure Holiday Attests Payslips."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:0
|
|
msgid "Departure Holiday Attests Time off."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:0
|
|
msgid "Departure Holiday Attests Unpaid."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:387
|
|
msgid "In our example, the employee also took one European time off during the N-year."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:389
|
|
msgid "For year N-1, you can see that all legal time off were taken."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:0
|
|
msgid "Departure Holiday Attests Attest N-1."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:0
|
|
msgid "Departure Holiday Attests Payslip N-1."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:397
|
|
msgid "For year N, you can also see the number off additional time off (European) and already taken legal time off are taken into account as well."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:0
|
|
msgid "Departure Holiday Attests Attest N."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:0
|
|
msgid "Departure Holiday Attests Payslip N."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:407
|
|
msgid "Important Notes"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:409
|
|
msgid "By using Odoo's automated attestation generation, companies can ensure compliance with Belgian labor laws while reducing manual administrative work."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:413
|
|
msgid "The feature is only available for companies registered in Belgium."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:414
|
|
msgid "If the notice period is not set for an employee, Odoo will prompt for this information."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:415
|
|
msgid "Employers must ensure vacation attestations are provided before the employee needs to submit them to their new employer or the ONEM."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:421
|
|
msgid "Departure: notice period & termination fees"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:423
|
|
msgid "This documentation explains how the employee departure process works in the application, focusing on the notice period calculation and severance pay when the employee does not serve their notice period."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:430
|
|
msgid "This module helps manage employee departures by determining the correct notice period based on seniority, departure reasons, and specific country regulations (Belgium). It also calculates severance pay when the employee does not work during their notice period."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:435
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/jordan.rst:78
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/jordan.rst:124
|
|
msgid "Key features"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:437
|
|
msgid "Automatic calculation of notice period start and end dates."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:438
|
|
msgid "Consideration of public holidays and company-specific schedules."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:439
|
|
msgid "Calculation of severance pay based on company policies and government rules."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:440
|
|
msgid "Generation of a final payslip including termination fees."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:443
|
|
msgid "Notice period calculation"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:445
|
|
msgid "The notice period depends on several factors:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:447
|
|
msgid "The employee's seniority in the company."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:448
|
|
msgid "The reason for departure (resignation, dismissal, retirement, etc.)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:449
|
|
msgid "Whether the employee works during the notice period or not."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:450
|
|
msgid "The salary level before January 1, 2014 (for some cases)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:452
|
|
msgid "The notice period starts on the first Monday after the departure date unless a specific rule applies (e.g., a mandatory waiting period of three days for certain dismissals)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:456
|
|
msgid "Notice duration rules"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:458
|
|
msgid "The following table shows the duration of the notice period based on the length of service:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:461
|
|
msgid "For resigned employees"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:464
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:493
|
|
msgid "Seniority (months)"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:464
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:493
|
|
msgid "Notice Period (weeks)"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:466
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:495
|
|
msgid "0 - 3"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:466
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:495
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1244
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1300
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1564
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1620
|
|
msgid "1"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:468
|
|
msgid "3 - 6"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:468
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1246
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1302
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1566
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1622
|
|
msgid "2"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:470
|
|
msgid "6 - 12"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:470
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:497
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1248
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1304
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1568
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1624
|
|
msgid "3"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:472
|
|
msgid "12 - 18"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:472
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:499
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1250
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1306
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1570
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1626
|
|
msgid "4"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:474
|
|
msgid "18 - 24"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:474
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:501
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1252
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1572
|
|
msgid "5"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:476
|
|
msgid "24 - 48"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:476
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:503
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1254
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1574
|
|
msgid "6"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:478
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:519
|
|
msgid "48 - 60"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:478
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:505
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1256
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1576
|
|
msgid "7"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:480
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:521
|
|
msgid "60 - 72"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:480
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:509
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1260
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1580
|
|
msgid "9"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:482
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:523
|
|
msgid "72 - 84"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:482
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:511
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1262
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1582
|
|
msgid "10"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:484
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:525
|
|
msgid "84 - 96"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:484
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:515
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1266
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1586
|
|
msgid "12"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:486
|
|
msgid "96+"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:486
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:517
|
|
msgid "13"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:490
|
|
msgid "For dismissed employees"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:497
|
|
msgid "3 - 4"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:499
|
|
msgid "4 - 5"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:501
|
|
msgid "5 - 6"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:503
|
|
msgid "6 - 9"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:505
|
|
msgid "9 - 12"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:507
|
|
msgid "12 - 15"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:507
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1258
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1578
|
|
msgid "8"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:509
|
|
msgid "15 - 18"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:511
|
|
msgid "18 - 21"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:513
|
|
msgid "21 - 24"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:513
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1264
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1584
|
|
msgid "11"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:515
|
|
msgid "24 - 36"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:517
|
|
msgid "36 - 48"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:519
|
|
msgid "15"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:521
|
|
msgid "18"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:523
|
|
msgid "21"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:525
|
|
msgid "24"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:527
|
|
msgid "96 - 108"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:527
|
|
msgid "27"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:529
|
|
msgid "108 - 120"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:529
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:330
|
|
msgid "30"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:531
|
|
msgid "120 - 132"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:531
|
|
msgid "33"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:533
|
|
msgid "132 - 144"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:533
|
|
msgid "36"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:535
|
|
msgid "144 - 156"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:535
|
|
msgid "39"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:537
|
|
msgid "156 - 168"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:537
|
|
msgid "42"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:539
|
|
msgid "168 - 180"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:539
|
|
msgid "45"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:541
|
|
msgid "180 - 192"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:541
|
|
msgid "48"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:543
|
|
msgid "192 - 204"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:543
|
|
msgid "51"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:545
|
|
msgid "204 - 216"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:545
|
|
msgid "54"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:547
|
|
msgid "216 - 228"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:547
|
|
msgid "57"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:549
|
|
msgid "228 - 240"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:549
|
|
msgid "60"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:551
|
|
msgid "240 - 252"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:551
|
|
msgid "62"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:553
|
|
msgid "252 - 264"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:553
|
|
msgid "63"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:555
|
|
msgid "264 - 276"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:555
|
|
msgid "64"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:557
|
|
msgid "276 - 288"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:557
|
|
msgid "65"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:559
|
|
msgid "288+"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:559
|
|
msgid "66+"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:563
|
|
msgid "Special case: employees hired before 2014"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:565
|
|
msgid "For employees who started before January 1, 2014, the notice period calculation is divided into two parts:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:569
|
|
msgid "Part 1: Seniority acquired before December 31, 2013"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:571
|
|
msgid "**Lower-level employees** (annual gross salary ≤ €32,254): The notice period is 3 months for the first 5 years of seniority, increasing by 1.5 months per additional year."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:573
|
|
msgid "**Higher-level employees** (annual gross salary > €32,254): The notice period is 1 month per started year of seniority, with a minimum of 3 months."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:577
|
|
msgid "Part 2: Seniority acquired from January 1, 2014 onwards"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:579
|
|
msgid "The standard notice period rules from 2014 apply to seniority acquired after this date."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:581
|
|
msgid "The total notice period is the sum of both periods calculated separately."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:584
|
|
msgid "Severance pay calculation"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:586
|
|
msgid "If an employee does not serve their notice period, severance pay is calculated based on:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:588
|
|
msgid "The remaining notice duration."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:589
|
|
msgid "The employee's last salary."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:590
|
|
msgid "Additional compensation such as bonuses, stock options, and insurance contributions."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:592
|
|
msgid "The severance pay consists of:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:594
|
|
msgid "The current salary, which corresponds either to the full notice period that should normally be observed or the remaining part of it."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:596
|
|
msgid "Benefits acquired during the contract (e.g., meal vouchers, company car, mobile phone usage)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:598
|
|
msgid "The current salary is determined as follows:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:600
|
|
msgid "The employee's gross monthly salary at the time of dismissal."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:601
|
|
msgid "All recurring bonuses, except for one-time bonuses (e.g., team work bonus, seniority bonus)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:602
|
|
msgid "Additional compensation for overtime hours worked over a longer period."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:603
|
|
msgid "Variable salary (average over the last twelve months)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:605
|
|
msgid "The system automatically generates a termination payslip including these calculations, ensuring compliance with Belgian labor laws."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:611
|
|
msgid "In Odoo, to access the departure process, go to the employee form view and click on :icon:`fa-cog` :guilabel:`(Action)` then :guilabel:`Departure: Notice Period and payslip` or navigate to :menuselection:`Payroll --> Reporting --> Departure: Notice Period`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:615
|
|
msgid "In the wizard that appears, select the reason for departure, provide a description of the departure, and specify the dismissal date. The employee's seniority is calculated based on their contract history, and the notice period is determined accordingly. You can also indicate whether the employee will be working during the notice period."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:-1
|
|
msgid "Departure Notice Wizard."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:623
|
|
msgid "If the employee is working during the notice period, there are no termination fees to calculate, and the notice period will be recorded on the employee's form. Click the :guilabel:`Validate` button."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:627
|
|
msgid "If the employee is working partially or not at all, the wizard will generate and calculate a termination fees payslip. Click the :guilabel:`Validate & Compute termination fees` button."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:630
|
|
msgid "The payslip takes into account all the salaries and benefits the employee would have received over the course of a year to calculate a virtual annual remuneration. This amount is then prorated based on the notice period to convert it into a gross salary."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:634
|
|
msgid "A detailed summary is provided on the payslip."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:0
|
|
msgid "Departure Notice: Termination Fees Payslip 1."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:0
|
|
msgid "Departure Notice: Termination Fees Payslip 2."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:644
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1354
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2118
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2253
|
|
msgid "Conclusion"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:646
|
|
msgid "This module simplifies the departure process by providing clear and automatic calculations for the notice period and severance pay. It helps HR teams ensure compliance and streamline the exit process for employees."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:653
|
|
msgid "DIMONA"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:656
|
|
msgid "What is the Dimona?"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:659
|
|
msgid "Obligation"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:661
|
|
msgid "All employers, both in the public and private sectors, are required to electronically communicate the entry and exit of their personnel to the National Social Security Office (Royal Decree of November 5, 2002)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:665
|
|
msgid "This involves the immediate declaration of employment, also known as DIMONA (Déclaration Immédiate - Onmiddellijke Aangifte). Its purpose is to immediately notify social security institutions of the beginning and end of an employment relationship between the worker and the employer."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:669
|
|
msgid "The declarations submitted by the employer and immediately checked by the NSSO feed into a database called the *personnel file*. The employer can access it in a secure environment. There are numerous search criteria: they can be based on characteristics and combinations of characteristics."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:673
|
|
msgid "Failure to comply with this reporting obligation may result in criminal penalties as provided for in Article 181 of the Social Penal Code."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:676
|
|
msgid "Furthermore, in case of omission of declaration, the employer will owe the NSSO a solidarity contribution."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:680
|
|
msgid "Concept and terminology"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:683
|
|
msgid "Employer-worker relationship"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:685
|
|
msgid "The relationship between the \"employer\" and the \"worker\" couple. This relationship includes stable data (employer identification number, worker's national identification social security number (NISS), start date of the relationship, and optionally end date), which will be maintained even in case of creation, closure, modification, or cancellation of a period. This relationship begins with the worker's first engagement and ends at the end of their last occupation. In the personnel file, \"employer-worker\" relationships constitute the first level of consultation. The second level encompasses all Dimona periods;"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:694
|
|
msgid "Dimona period"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:696
|
|
msgid "A period is created with each IN declaration, thus at the beginning of each new occupation. It is closed by an exit date at the end of each occupation. The employer-worker relationship, on the other hand, is maintained until the end of the last occupation. Several Dimona periods may or may not succeed each other within the same employer-worker relationship."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:701
|
|
msgid "Any changes generated by an OUT declaration, a modification (UPDATE), or a cancellation (CANCEL) occur at this second level."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:704
|
|
msgid "This Dimona period is identified by a \"period identification number\". It is assigned to each IN declaration and constitutes the unique identification key of a period for submitting OUT, modification, or cancellation declarations."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:709
|
|
msgid "Dimona number"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:711
|
|
msgid "A unique number assigned by the NSSO to each Dimona declaration (IN, OUT, UPDATE, CANCEL,...). For an IN declaration, it is the period identification number. When declarations are submitted via file transfer, multiple Dimona numbers are created: one number per employment relationship included in the structured message;"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:717
|
|
msgid "Dimona characteristics"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:719
|
|
msgid "Mandatory data of a Dimona declaration. There are four: the industry sector number, worker type, sub-entity (reserved for certain public sector employers), and user (for temporary workers). Characteristics are always linked to a period. In case of different characteristics, multiple periods can coexist;"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:725
|
|
msgid "Receipt confirmation"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:727
|
|
msgid "Confirms for web users that the declaration has been received (appears immediately on the screen);"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:730
|
|
msgid "Receipt acknowledgment"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:732
|
|
msgid "Electronic message for batch senders indicating whether the file is usable for the NSSO. This \"receipt acknowledgment\" contains the ticket number (:dfn:`file identification number`) and the file status: accepted or rejected depending on whether the file is readable or not;"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:737
|
|
msgid "Notification"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:739
|
|
msgid "Electronic message with feedback on the processing of the declaration. The notification is the immediate result of form and content checks. It can be of three types: positive (Dimona accepted), negative (Dimona rejected), or provisional (only in case of problems with worker identification). The provisional notification will always be followed by a positive or negative notification."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:744
|
|
msgid "For the declaration of students under a student contract (STU), the notification will also contain a warning if the student is declared for more than 475 hours. If the declaration was made via a secure channel, the exact number of days of excess will be communicated."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:748
|
|
msgid "For the daily declaration of occasional workers in the hospitality industry, the notification will also contain a warning if the worker is declared for more than 50 days and/or for the employer quota, if more than 100 days of occasional work have been declared."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:752
|
|
msgid "Once you have received this notification, you have five working days to contest the accuracy of the data mentioned therein. At the end of this period, these data will be considered final. For any disputes, you must contact the Eranova Contact Center (tel: 02 511 51 51, email: contactcenter@eranova.fgov.be)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:757
|
|
msgid "Note that if the employer is affiliated with an approved social secretariat or a full-service secretariat, they may not receive any notification. In this case, notifications are electronically transmitted to the social secretariat or full-service secretariat, even for declarations that the employer has submitted personally. However, the employer has access to the personnel file, where they can view all data."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:764
|
|
msgid "Channels"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:766
|
|
msgid "The Dimona declaration must be submitted in the form of an electronic message via one of the following channels:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:769
|
|
msgid "web"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:770
|
|
msgid "personnel file"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:771
|
|
msgid "file transfer"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:772
|
|
msgid "web service (REST)"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:773
|
|
msgid "Dimona Mobile"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:775
|
|
msgid "The choice of one channel over another has no impact on the declaration. Therefore, you can freely choose the channel you will use."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:778
|
|
msgid "Any declaration modifications can also be made through any of these four channels. The channel through which the original declaration was submitted plays no role."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:781
|
|
msgid "A Dimona declaration cannot be submitted via SMS."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:784
|
|
msgid "Dimona in Odoo"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:787
|
|
msgid "Manual"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:789
|
|
msgid "In Odoo, when you have the Belgian Payroll Localization installed, as soon as you have a contract set to the running stage, it creates an activity for the HR responsible that they need to introduce the Dimona for today with the correct link to the Dimona Platform (the web channel mentioned in the Channels section of this article)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:-1
|
|
msgid "Dimona Activity."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:798
|
|
msgid "Automated"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:800
|
|
msgid "In Odoo, when you have the Belgian Payroll Localization installed, it is also possible to install the module Belgium - Payroll - Dimona. This module will allow you to perform the 4 main actions needed in the Dimona (as seen in Section 1 of this article):"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:804
|
|
msgid "Open the dimona"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:805
|
|
msgid "Update the dimona"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:806
|
|
msgid "Close the dimona"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:807
|
|
msgid "Cancel the Dimona"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:809
|
|
msgid "These actions answer the different use case explained in Section 1."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:812
|
|
msgid "Contract and employee data"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:814
|
|
msgid "Basically, it checks the contract and employee data needed to create, update, close or cancel."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:817
|
|
msgid "Error handling"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:819
|
|
msgid "If some information is missing or wrongly configured, the system will return errors and you can take corrective action in order to make sure your Dimona is correctly sent, updated, closed or canceled."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:824
|
|
msgid "Synchronization status"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:826
|
|
msgid "The status of sync and errors are shown in the chatter of the contract."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:829
|
|
msgid "Scheduled action"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:831
|
|
msgid "Finally, the cron checks every day, for all contracts that have the status dimona waiting and triggers the necessary actions to update the dimona status accordingly."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:835
|
|
msgid "Technical configuration (outside Odoo)"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:837
|
|
msgid "Regarding the technical configuration, everything is described in the module information with all the technical prerequisites. If your customer or partner need further assistance with that, they need to contact their IT department or representatives as this is not part of Odoo configuration."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:842
|
|
msgid "Functional configuration (within Odoo)"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:844
|
|
msgid "From the Odoo configuration point of view, navigate to :menuselection:`Payroll app --> Configuration --> Settings` and in the :guilabel:`Belgian Localization` section for :guilabel:`ONSS`, configure the following:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:848
|
|
msgid ":guilabel:`ONSS Company ID`: VAT Number of the Company"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:849
|
|
msgid ":guilabel:`Registration Number`: 9 digits code received from the NSSO (ONSS - RSZ)"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:850
|
|
msgid ":guilabel:`DMFA Employer Class`: 3 digits code received from the NSSO (ONSS - RSZ)"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:851
|
|
msgid ":guilabel:`Expeditor Number ONSS`: Not Mandatory (see technical documentation of the module for more information)"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:853
|
|
msgid ":guilabel:`PEM Certificate`, :guilabel:`PEM Passphare`, :guilabel:`KEY file`: check the module information for explanation"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:859
|
|
msgid "DmfA - Multifunctional Declaration"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:864
|
|
msgid "DmfA stands for \"Déclaration Multifonctionnelle\" or \"Multifunctionele Aangifte.\" It has replaced the quarterly ONSS declaration since the first quarter of 2003. Through this declaration, employers submit salary and working time data for their employees."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:868
|
|
msgid "These data are processed in a way that allows all social security institutions to work with the same information. The declaration is called \"multifunctional\" because it is used not only for social security contribution calculations and reductions but also as a data source for institutions managing social security rights and benefits."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:873
|
|
msgid "Sectors utilizing DmfA data include:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:875
|
|
msgid "Health insurance"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:876
|
|
msgid "Unemployment benefits"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:877
|
|
msgid "Pensions"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:878
|
|
msgid "Occupational risks (Fedris)"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:879
|
|
msgid "Family allowances"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:880
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:89
|
|
msgid "Annual leave"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:882
|
|
msgid "All employers registered with ONSS must submit a DmfA declaration."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:885
|
|
msgid "Relationship with Dimona and DRS"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:887
|
|
msgid "DmfA is closely linked to two other mandatory declarations:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:890
|
|
msgid "Dimona (immediate declaration)"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:892
|
|
msgid "Dimona records the start and end of an employment relationship with an employee."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:895
|
|
msgid "DRS (social risks declaration)"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:897
|
|
msgid "During an employment relationship, various social risks may arise, such as termination, workplace accidents, or long-term illness. When a social risk occurs, social security institutions require additional information beyond that provided by DmfA and Dimona."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:901
|
|
msgid "DRS is now primarily an electronic declaration, though paper submissions remain possible."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:904
|
|
msgid "Who submits the DmfA declaration?"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:907
|
|
msgid "Self-declaration options"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:909
|
|
msgid "Employers can submit their DmfA declaration themselves via:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:911
|
|
msgid "**Web Submission:** Suitable for employers with a small workforce. Declarations are entered directly through the social security portal."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:913
|
|
msgid "**Batch Submission:** Designed for large employers or organizations handling multiple declarations (e.g., social secretariats, payroll software providers). Declarations are submitted via file transfer (FTP, SFTP, etc.)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:918
|
|
msgid "Advantages of web submission"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:920
|
|
msgid "**Automatic access to the company's employee list**: Based on Dimona data. If an employee is missing, they must first be declared via Dimona. After 24 hours, the employee list is updated, allowing for an accurate DmfA submission."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:923
|
|
msgid "**Automatic calculation of net payable amount**: Once all required data is entered, the system calculates the total payable amount."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:925
|
|
msgid "**Reduction calculations**: The system calculates applicable reductions, except for reductions under code \"0001\" (personal contribution reductions for low-income workers). Employers need to check the relevant boxes and, if necessary, provide additional details."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:930
|
|
msgid "Advantages of batch submission"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:932
|
|
msgid "**Submission of large volumes of declarations**: Ideal for organizations managing multiple payrolls."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:934
|
|
msgid "**Quick response on acceptance status**: Employers receive immediate feedback on whether their declaration has been accepted."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:936
|
|
msgid "**Error reporting**: The system generates a report on detected anomalies, regardless of acceptance status."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:938
|
|
msgid "**Automatic correction of calculation errors**: When possible, errors are corrected automatically, and employers are notified of adjustments."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:942
|
|
msgid "Third-Party submission options"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:944
|
|
msgid "Employers who do not wish to submit the DmfA themselves can delegate the task to:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:946
|
|
msgid "**Accredited Social Secretariats**: These organizations handle payroll and declaration tasks on behalf of employers."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:948
|
|
msgid "**Service Providers**: These may be companies or individuals with whom the employer has a contractual agreement to manage payroll declarations securely."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:951
|
|
msgid "For more information on accredited social secretariats or service providers, please refer to the relevant `official DmfA documentation <https://www.socialsecurity.be/site_fr/employer/applics/dmfa/index.htm>`_."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:958
|
|
msgid "The declaration is generated under :menuselection:`Payroll app --> Reporting --> Belgium --> DmfA` as is supposed to work properly after several required configuration steps."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:962
|
|
msgid "Company"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:964
|
|
msgid "To generate a valid DmfA declaration, specific company and employer-related information is required, (under :menuselection:`Payroll app --> Configuration --> Settings`). These include:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:967
|
|
msgid ":guilabel:`ONSS Company ID`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:968
|
|
msgid ":guilabel:`ONSS Registration Number`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:969
|
|
msgid ":guilabel:`DMFA Employer Class`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:970
|
|
msgid ":guilabel:`ONSS Certificate`: certificate for signature file generation (required for batch declarations)"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:972
|
|
msgid "VAT :guilabel:`Company Number`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:973
|
|
msgid ":guilabel:`Revenue Code`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:974
|
|
msgid ":guilabel:`FFE Employer Type` (Fonds de Fermeture d'Entreprise)"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:979
|
|
msgid "Additionally, each employee must be assigned to a valid working address, identified with a DmfA code, in their employee record. This operating unit must be linked to a valid ONSS identification number to ensure compliance with declaration requirements. Failing to configure this properly may result in errors during the declaration submission process."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:984
|
|
msgid "On the employee form, the :guilabel:`Work Address` must be defined."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:986
|
|
msgid "Under :menuselection:`Payroll app --> Configuration --> DMFA: Work Locations`, you can link the work address to a ONSS identification number."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:-1
|
|
msgid "DmfA - Work Location ONSS ID."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:993
|
|
msgid "Work entry type"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:995
|
|
msgid "A DmfA code should be defined for each work entry type that is declared. Under :menuselection:`Payroll app --> Configuration --> Work Entries --> Work Entry Types`, specify the :guilabel:`DMFA code`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1000
|
|
msgid "Potential configuration errors"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1002
|
|
msgid "During the declaration generation process, configuration issues may arise, triggering errors such as:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1005
|
|
msgid "Terminated employees without or with invalid start/end notice period"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1006
|
|
msgid "Invalid NISS number for some employees"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1007
|
|
msgid "Work addresses not linked to an ONSS identification code"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1008
|
|
msgid "Work entry type missing a corresponding DmfA code"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1009
|
|
msgid "Other inconsistencies in employer or employee records"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1011
|
|
msgid "Employers should ensure accurate configuration to avoid delays and rejection of their declarations."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1014
|
|
msgid "Web declaration"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:-1
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:-1
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:-1
|
|
msgid "DmfA - Web Declaration."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1019
|
|
msgid "A web declaration generates a PDF summarizing the company's general information, as well as all employee data that must be manually entered into the system. This includes:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1022
|
|
msgid "For the company:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:-1
|
|
msgid "DmfA - PDF Company."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1027
|
|
msgid "For a specific employee:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:-1
|
|
msgid "DmfA - PDF Employee."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1032
|
|
msgid "**Occupations**: Work schedules, part-time codes, parental leave, exploitation unit, reference working hours."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1034
|
|
msgid "**Services**: Aggregated work performance (in days and hours) for the quarter, categorized by occupation and type. The codification of working time in the DmfA declaration ensures accurate reporting of employee activities. Each code corresponds to a specific type of working time or absence. For a complete and detailed list of codes, please refer to the official social security website: `socialsecurity.be <https://www.socialsecurity.be/employer/instructions/dmfa/fr/latest/instructions/fill_in_dmfa/dmfa_fillinrules/servicedatadeclaration/workingtimecodification.html>`_"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1040
|
|
msgid "**1**: All performances covered by a salary subject to ONSS contributions, excluding legal and additional vacation for workers."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1042
|
|
msgid "**2**: Legal vacation days for workers."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1043
|
|
msgid "**3**: Additional vacation days for workers."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1044
|
|
msgid "**4**: Compensatory rest days."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1045
|
|
msgid "**5**: Days of illness or non-occupational accident."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1046
|
|
msgid "**6**: Family leave days."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1047
|
|
msgid "**7**: Maternity or paternity leave days."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1048
|
|
msgid "**8**: Strike days."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1049
|
|
msgid "**9**: Temporary unemployment for economic reasons."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1050
|
|
msgid "**10**: Temporary unemployment for bad weather."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1051
|
|
msgid "**11**: Temporary unemployment for force majeure."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1052
|
|
msgid "**12**: Professional training days."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1053
|
|
msgid "**13**: Suspension for disciplinary reasons."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1054
|
|
msgid "**14**: Additional vacation days for employment start or resumption."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1055
|
|
msgid "**15**: Flexible vacation days."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1057
|
|
msgid "**Remunerations**: Aggregated by code per occupation:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1059
|
|
msgid "**1**: Regular salary amounts excluding certain indemnities."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1060
|
|
msgid "**2**: Bonuses and similar benefits granted independently of actual working days."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1061
|
|
msgid "**3**: Severance payments expressed in working hours."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1062
|
|
msgid "**7**: Simple vacation pay for exiting employees (subject to contributions)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1063
|
|
msgid "**10**: Personal use of a company vehicle and other mobility benefits."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1064
|
|
msgid "**11**: Simple vacation pay for exiting employees (not subject to contributions)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1065
|
|
msgid "**12**: Advance vacation pay paid by a previous employer (not subject to contributions)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1067
|
|
msgid "**Contributions**: Employer and employee contributions, such as:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1069
|
|
msgid "**256**: Asbestos fund contribution."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1070
|
|
msgid "**255**: Special work accident contribution."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1071
|
|
msgid "**495**: Total employer + 13.07% employee contribution."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1072
|
|
msgid "**809**: Enterprise closure fund contribution."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1073
|
|
msgid "**810**: Special enterprise closure fund contribution."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1074
|
|
msgid "**831**: Auxiliary Joint Committee for Employees (CP200) contribution."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1075
|
|
msgid "**855**: Wage restraint contribution."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1076
|
|
msgid "**856**: Special social security contribution."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1077
|
|
msgid "**859**: Temporary unemployment contribution."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1080
|
|
msgid "Batch declaration"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1085
|
|
msgid "Batch declarations require technical knowledge, including SSH keys, SFTP servers, and electronic signatures. Employers should refer to the `official batch documentation <https://www.socialsecurity.be/site_fr/employer/applics/dmfa/batch/home.htm>`_ and `process overview <https://www.socialsecurity.be/site_fr/employer/applics/dmfa/batch/outline.htm>`_."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1090
|
|
msgid "A batch submission generates three files:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1092
|
|
msgid "**Declaration file** (e.g., FI.DMFA.112768.20250109.00014.R.1.1)"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1093
|
|
msgid "**Launch file** (e.g., GO.DMFA.112768.20250109.00014.R.1)"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1094
|
|
msgid "**Electronic signature file** (e.g., FS.DMFA.112768.20250109.00014.R.1.1) (only for real declarations, not tests)"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1097
|
|
msgid "The full process includes creating, sending, validating, and potentially correcting declarations. Rejections and anomalies must be addressed before final acceptance."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1103
|
|
msgid "**Creation of the Declaration**"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1105
|
|
msgid "Create an XML document containing employee benefit data, remuneration, and contributions for the company."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1107
|
|
msgid "More information on XML files can be found in the *Specifications* page."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1109
|
|
msgid "**Sending the Declaration**"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1111
|
|
msgid "Use FTP or SFTP for sending the file. Access requires prior authorization for secure zone access by a local manager."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1113
|
|
msgid "Detailed instructions are available on the `Introduce and Modify (via batch) <https://www.socialsecurity.be>`_."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1116
|
|
msgid "**File Acknowledgment Receipt**"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1118
|
|
msgid "**Positive Receipt**: Indicates the file can be processed. However, this does not guarantee acceptance."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1120
|
|
msgid "**Negative Receipt**: Indicates issues with the file structure or access rights."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1122
|
|
msgid "**Notification and Ticket Number for the Declaration**"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1124
|
|
msgid "A positive notification is sent for each accepted declaration."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1125
|
|
msgid "Negative notification: Provides information on encountered anomalies."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1127
|
|
msgid "**Sending PID**"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1129
|
|
msgid "Employers and SSA will receive PID and version numbers via batch for declarations."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1131
|
|
msgid "**Modification Notification with System Corrections**"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1133
|
|
msgid "If corrections are made, a modification notification is sent with corrected values."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1138
|
|
msgid "Double holiday pay"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1140
|
|
msgid "Double holiday pay is an additional bonus paid to employees and workers during their annual leave. The amount depends on the employee's or worker's salary."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1144
|
|
msgid "How is double holiday pay calculated?"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1146
|
|
msgid "For employees, double holiday pay amounts to 92% of their gross salary for the month when they take their main annual leave. This amount is calculated based on the number of months worked or considered equivalent in the previous year."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1151
|
|
msgid "Impact of additional or European leave"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1153
|
|
msgid "If you take additional or European leave, your employer will pay you regular holiday pay for that leave. However, the following year, this amount will be deducted from your double holiday pay. This is because additional leave is considered an advance on the next year's legal leave."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1158
|
|
msgid "Factors affecting the calculation"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1160
|
|
msgid "**Months Worked**: The calculation is based on the number of months you worked in the previous year."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1162
|
|
msgid "**Absences**: If you had unpaid absences, they may reduce your double holiday pay."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1163
|
|
msgid "**Variable Revenues**: Bonuses and commissions earned in the previous year can impact the total amount of double holiday pay."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1165
|
|
msgid "**Withholding Taxes**: The double holiday pay is subject to income tax deductions, which depend on your annual earnings and family situation."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1169
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1489
|
|
msgid "Withholding tax calculation"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1171
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1491
|
|
msgid "The withholding tax is calculated using a progressive rate system. The process involves:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1173
|
|
msgid "**Identify the Employee's Annual Taxable Revenue**:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1175
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1495
|
|
msgid "Compute the annualized salary, including benefits in kind (e.g., company car, internet, mobile phone, laptop)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1177
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1497
|
|
msgid "Apply reductions for dependent children."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1179
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1499
|
|
msgid "**Apply Tax Rates**:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1181
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1501
|
|
msgid "Use predefined tax brackets to determine the base withholding tax rate."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1182
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1502
|
|
msgid "If applicable, apply a reduction based on the number of dependent children."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1185
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1505
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:146
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/jordan.rst:96
|
|
msgid "Tax brackets"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1187
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1507
|
|
msgid "The withholding tax is applied progressively based on the following brackets (as of 2025):"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1190
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1510
|
|
msgid "Lower Bound"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1190
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1510
|
|
msgid "Upper Bound"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1190
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1510
|
|
msgid "Tax Rate"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1192
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1512
|
|
msgid "0.00"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1192
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1512
|
|
msgid "10,415.00"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1192
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1512
|
|
msgid "0.00%"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1194
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1514
|
|
msgid "10,415.01"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1194
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1514
|
|
msgid "13,330.00"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1194
|
|
msgid "19.17%"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1196
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1516
|
|
msgid "13,330.01"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1196
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1516
|
|
msgid "16,960.00"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1196
|
|
msgid "21.20%"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1198
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1518
|
|
msgid "16,960.01"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1198
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1518
|
|
msgid "20,340.00"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1198
|
|
msgid "26.25%"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1200
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1520
|
|
msgid "20,340.01"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1200
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1520
|
|
msgid "23,020.00"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1200
|
|
msgid "31.30%"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1202
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1522
|
|
msgid "23,020.01"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1202
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1522
|
|
msgid "25,710.00"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1202
|
|
msgid "34.33%"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1204
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1524
|
|
msgid "25,710.01"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1204
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1304
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1524
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1624
|
|
msgid "31,070.00"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1204
|
|
msgid "36.34%"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1206
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1526
|
|
msgid "31,070.01"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1206
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1526
|
|
msgid "33,810.00"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1206
|
|
msgid "39.37%"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1208
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1528
|
|
msgid "33,810.01"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1208
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1528
|
|
msgid "44,770.00"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1208
|
|
msgid "42.39%"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1210
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1530
|
|
msgid "44,770.01"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1210
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1212
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1530
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1532
|
|
msgid "58,460.00"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1210
|
|
msgid "47.44%"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1212
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1532
|
|
msgid "∞"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1212
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1532
|
|
msgid "53.50%"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1216
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1536
|
|
msgid "Tax exemption"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1218
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1538
|
|
msgid "A withholding tax exemption is granted when the normal annual gross income does not exceed a specific threshold, which is determined based on the number of dependent children [2]."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1221
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1541
|
|
msgid "A disabled dependent child counts as two."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1223
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1543
|
|
msgid "The method involves referring to a two-column table:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1225
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1545
|
|
msgid "**Column 1**: Indicates the number of dependent children."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1226
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1546
|
|
msgid "**Column 2**: Specifies the maximum allowable normal annual gross income, based on the number of dependent children listed in Column 1, which must not be exceeded to qualify for full or partial exemption from withholding tax."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1230
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1550
|
|
msgid "After determining the annual gross income, two scenarios may arise:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1232
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1552
|
|
msgid "If the annual income exceeds the threshold, no exemption is granted."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1233
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1553
|
|
msgid "If the annual income does not exceed the threshold, an exemption will be applied."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1235
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1555
|
|
msgid "The amount of this exemption corresponds to the difference between the annual gross income and the threshold amount."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1238
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1558
|
|
msgid "Of course, if this difference exceeds the base withholding tax amount, no withholding tax will be due."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1242
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1298
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1562
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1618
|
|
msgid "No. of Children"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1242
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1562
|
|
msgid "Max Revenue (EUR)"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1244
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1564
|
|
msgid "18,400.00"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1246
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1566
|
|
msgid "21,930.00"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1248
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1568
|
|
msgid "28,270.00"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1250
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1570
|
|
msgid "35,330.00"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1252
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1572
|
|
msgid "42,390.00"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1254
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1574
|
|
msgid "49,450.00"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1256
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1576
|
|
msgid "56,510.00"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1258
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1578
|
|
msgid "63,570.00"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1260
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1580
|
|
msgid "70,630.00"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1262
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1582
|
|
msgid "77,690.00"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1264
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1584
|
|
msgid "84,750.00"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1266
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1586
|
|
msgid "91,810.00"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1270
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1590
|
|
msgid "Tax reductions"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1272
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1592
|
|
msgid "When there is no justification for fully or partially exempting the exceptional allowance from withholding tax, it is still possible to grant a reduction in withholding tax."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1275
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1595
|
|
msgid "To determine eligibility for this reduction, one must check whether the normal annual gross salary exceeds a certain higher threshold, which varies according to the number of dependent children [3]. This threshold is higher than the one used for exemption purposes."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1279
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1599
|
|
msgid "A disabled child counts as two."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1281
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1601
|
|
msgid "The method involves referring to a three-column table:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1283
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1603
|
|
msgid "**Column 1**: Indicates the number of dependent children (up to a maximum of 5)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1284
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1604
|
|
msgid "**Column 2**: Specifies the percentage reduction in withholding tax, based on the number of dependent children listed in Column 1, which must not be exceeded to qualify for the reduction."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1286
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1606
|
|
msgid "**Column 3**: Shows the threshold amount that must not be exceeded, corresponding to the number of dependent children listed in Column 1."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1289
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1609
|
|
msgid "Two scenarios may arise:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1291
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1611
|
|
msgid "If the threshold amount is exceeded, no reduction will be granted."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1292
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1612
|
|
msgid "If the threshold amount is not exceeded, a reduction will be applied to the withholding tax amount, up to a percentage rate determined in Column 2."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1295
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1615
|
|
msgid "For employees with dependent children, tax reductions apply as follows:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1298
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1618
|
|
msgid "Reduction (%)"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1298
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1618
|
|
msgid "Max Revenue"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1300
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1620
|
|
msgid "7.5%"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1300
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1302
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1620
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1622
|
|
msgid "28,245.00"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1302
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1622
|
|
msgid "20.0%"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1304
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1624
|
|
msgid "35.0%"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1306
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1626
|
|
msgid "55.0%"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1306
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1626
|
|
msgid "36,720.00"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1308
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1628
|
|
msgid "5+"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1308
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1628
|
|
msgid "75.0%"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1308
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1628
|
|
msgid "39,550.00"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1312
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1632
|
|
msgid "Final tax calculation"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1314
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1634
|
|
msgid "The final withholding tax amount is:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1316
|
|
msgid "\\text{Tax} = \\text{Gross Double Holiday} \\times \\text{Applicable Tax Rate} -\n"
|
|
"\\text{Reduction (if applicable)}"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1322
|
|
msgid "The resulting tax is deducted from the gross double holiday salary to determine the net amount payable to the employee."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1325
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1645
|
|
msgid "The calculation considers work duration, absences, variable revenue, and applicable withholding taxes. Odoo automates these calculations to ensure compliance with Belgian labor laws and tax regulations."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1330
|
|
msgid "Generate a batch in Odoo"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1332
|
|
msgid "Navigate to :menuselection:`Payroll App --> Payslips --> Batches` and create a new record with valid dates (here december 2024)"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1335
|
|
msgid "Then click the **Generate Payslips** button, select the CP200 salary structure type and the Thirteen Month salary structure. You can also filter eligible employees by department and / or job position."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:-1
|
|
msgid "Double Holiday Batch Wizard."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1342
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1663
|
|
msgid "Once validated, a payslip is generated for each employee."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:-1
|
|
msgid "Double Holiday Payslips."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1347
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1668
|
|
msgid "You can now check the different payslips before validation. Once validated, the PDF files are generated and posted on employee portals as for classic payslips."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:-1
|
|
msgid "Double Holiday PDF."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1356
|
|
msgid "Double holiday pay is a significant benefit that rewards employees for their work in the previous year. Understanding how it is calculated helps in better financial planning for the holiday period."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1362
|
|
msgid "Eco vouchers"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1367
|
|
msgid "Eco vouchers are a tax-free employee benefit designed to support the purchase of environmentally-friendly products and services. These vouchers are ordered via external providers and are exempt from social security contributions."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1372
|
|
msgid "Eligibility & allocation"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1374
|
|
msgid "Employees who have worked during the **reference period (01/06/N-1 - 31/05/N)** are eligible for up to **250€** in eco vouchers, which are granted at the beginning of **July**."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1378
|
|
msgid "For 2025, employees must have worked between **01/06/2024 and 31/05/2025** to qualify."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1380
|
|
msgid "For employees who join during the reference period, the voucher amount is prorated based on their worked days."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1384
|
|
msgid "An employee hired on **06/01**, having worked **6 out of 12 months**, would receive:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1386
|
|
msgid "250\\text{€} \\times (6/12) = 125\\text{€}"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1391
|
|
msgid "For part-time employees, the amount is adjusted as follows:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1396
|
|
msgid "Work Regime"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1397
|
|
msgid "Voucher Amount (€)"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1398
|
|
msgid "4/5"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1399
|
|
msgid "250€"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1400
|
|
msgid "3/5"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1401
|
|
msgid "200€"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1402
|
|
msgid "1/2"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1403
|
|
msgid "125€"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1404
|
|
msgid "< 1/2"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1405
|
|
msgid "100€"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1408
|
|
msgid "If an employee starts on **1st September** in **full-time** and then switches to **half-time** on **1st April 2024**, the calculation will be:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1411
|
|
msgid "250\\text{€} \\times (7/12) + 125\\text{€} \\times (2/12) = 166\\text{€}"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1417
|
|
msgid "Exceptions & adjustments"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1419
|
|
msgid "If an employee worked full-time for the entire reference period but did not receive **250€**, certain non-assimilated leave days may have affected the calculation."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1422
|
|
msgid "The following leave types are **not** considered for eco-voucher entitlement:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1424
|
|
msgid "**Unpaid leaves**"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1425
|
|
msgid "**Sick leave compensated by mutual insurance** (after 30 days of work incapacity)"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1428
|
|
msgid "Usage & validity"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1430
|
|
msgid "Eco vouchers are valid for **24 months** from the date of issuance."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1433
|
|
msgid "The list of eligible products and services that can be purchased with eco vouchers is available here:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1436
|
|
msgid "`Eco-Voucher Eligible Products <https://cnt-nar.be/sites/default/files/documents/fr/Liste-F-23.pdf>`_"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1441
|
|
msgid "End of year bonus"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1443
|
|
msgid "This document explains the calculation of the thirteenth-month salary (year-end bonus) in Belgium within Odoo. The calculation considers the employee's contracts, working time rates, and applicable taxes."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1448
|
|
msgid "Calculation of the thirteenth-month salary"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1451
|
|
msgid "Eligibility criteria"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1453
|
|
msgid "The employee must have worked for at least **six complete months** in the year."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1454
|
|
msgid "Both full-time and part-time employees are eligible, with prorated calculations based on work time."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1458
|
|
msgid "Salary calculation"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1460
|
|
msgid "The thirteenth-month salary is computed as follows:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1462
|
|
msgid "**Determine the basic salary**:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1464
|
|
msgid "Retrieve the employee's contractual wage."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1465
|
|
msgid "Identify the applicable work rate."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1467
|
|
msgid "**Compute eligible months**:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1469
|
|
msgid "If explicitly provided (`MONTHS` input), use the given number of months."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1470
|
|
msgid "Otherwise, calculate the number of complete months worked."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1471
|
|
msgid "Prorate the salary for partial-year work."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1473
|
|
msgid "**Adjust for absences**:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1475
|
|
msgid "Deduct unpaid absences to obtain the presence prorata."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1476
|
|
msgid "Consider up to 60 days of sick leave as paid time off."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1478
|
|
msgid "**Include variable revenues**:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1480
|
|
msgid "If explicitly provided (`VARIABLE` input), use the given value."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1481
|
|
msgid "Otherwise, calculate the average variable revenue over the last year."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1483
|
|
msgid "**Final amount**:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1485
|
|
msgid "The final thirteenth-month amount is the sum of the prorated fixed salary and average variable revenues."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1493
|
|
msgid "**Identify the employee's annual taxable revenue**:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1514
|
|
msgid "23.22%"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1516
|
|
msgid "25.23%"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1518
|
|
msgid "30.28%"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1520
|
|
msgid "35.33%"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1522
|
|
msgid "38.36%"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1524
|
|
msgid "40.38%"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1526
|
|
msgid "43.41%"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1528
|
|
msgid "46.44%"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1530
|
|
msgid "51.48%"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1636
|
|
msgid "\\text{Tax} = \\text{Gross Thirteenth Month} \\times \\text{Applicable Tax Rate} -\n"
|
|
"\\text{Reduction (if applicable)}"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1642
|
|
msgid "The resulting tax is deducted from the gross thirteenth-month salary to determine the net amount payable to the employee."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1652
|
|
msgid "Navigate to :menuselection:`Payroll app --> Payslips --> Batches` and create a new record with valid dates (here december 2024)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1655
|
|
msgid "Then click the :guilabel:`Generate Payslips` button, select the :guilabel:`CP200: Belgian Employee` :guilabel:`Salary Structure Type` and the :guilabel:`CP200: Employees 13th Month` :guilabel:`Salary Structure`. You can also filter eligible employees by :guilabel:`Department` and / or :guilabel:`Job Position`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:-1
|
|
msgid "End of Year Bonus Batch Wizard."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:-1
|
|
msgid "End of Year Bonus Payslips."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:-1
|
|
msgid "End of Year Bonus PDF."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1677
|
|
msgid "Holiday pay recovery"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1679
|
|
msgid "This document explains how Odoo calculates the recovery of holiday pay (both simple and double) for employees in Belgium who have changed employers. When an employee moves from one company to another, their previous employer may have already paid their holiday pay for the previous year. This amount needs to be recovered by the new employer, and this guide outlines how this is managed in Odoo."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1685
|
|
msgid "Understanding holiday pay in Belgium"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1687
|
|
msgid "In Belgium, employees are entitled to annual leave and corresponding holiday pay, which consists of:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1689
|
|
msgid "**Simple holiday pay**: Regular salary payments for the days of leave taken."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1690
|
|
msgid "**Double holiday pay**: An additional payment, typically equal to approximately 92% of the gross monthly salary, given when employees take their annual leave."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1693
|
|
msgid "When an employee changes jobs, their previous employer may have already paid these amounts. To avoid double payment, the new employer needs to recover the amounts already paid."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1697
|
|
msgid "Recovery of simple holiday pay"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1699
|
|
msgid "The recovery of simple holiday pay in Odoo is based on the following criteria:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1701
|
|
msgid "The recovery applies if the employee has taken leave in the current year and their previous employer already paid the holiday pay."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1703
|
|
msgid "The calculation considers the number of leave days taken and the hours worked per week."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1704
|
|
msgid "The recovery process is split into:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1706
|
|
msgid "**Year N**: The current year's holiday pay recovery."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1707
|
|
msgid "**Year N-1**: The recovery of holiday pay from the previous year."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1709
|
|
msgid "The system checks:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1711
|
|
msgid "If the employee's first contract date with the company was in the previous year."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1712
|
|
msgid "If the employee has a pending holiday pay recovery amount."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1713
|
|
msgid "If the recovery has not already been processed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1714
|
|
msgid "If the employee has taken annual leave."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1716
|
|
msgid "If all conditions are met, Odoo calculates the amount to be deducted from the payroll to account for the holiday pay already received from the previous employer."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1720
|
|
msgid "Recovery of double holiday pay"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1722
|
|
msgid "The recovery of double holiday pay follows these steps:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1724
|
|
msgid "The system verifies the employee's contract and determines their employment duration."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1725
|
|
msgid "The gross salary is calculated based on the employee's contract."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1726
|
|
msgid "The number of months worked in the previous year is identified."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1727
|
|
msgid "A threshold amount is computed as follows:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1729
|
|
msgid "\\text{Threshold} = \\text{Current monthly salary} \\times \\text{Months worked in previous year}\n"
|
|
"\\times \\text{Occupation rate} \\times 7.67%"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1735
|
|
msgid "If the amount on the holiday certificate from the previous employer is lower than this threshold, no limit applies."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1738
|
|
msgid "The system recovers the lower of:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1740
|
|
msgid "The calculated threshold."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1741
|
|
msgid "The actual amount paid by the previous employer."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1743
|
|
msgid "If the employee has worked for more than 12 months in the current company, no double holiday pay needs to be recovered."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1747
|
|
msgid "How to configure in Odoo"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1749
|
|
msgid "In the employee form view, under the :guilabel:`Settings` tab, you can enter the various amounts from holiday attests provided by the new employee."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:-1
|
|
msgid "Holiday Pay Recovery Configuration."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1755
|
|
msgid "For simple holiday pay recovery, you need to enter:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1757
|
|
msgid "The :guilabel:`Number of days` for paid leave"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1758
|
|
msgid "The :guilabel:`Amount to recover` by the employee"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1761
|
|
msgid "The :guilabel:`Recovered Amount` field displays the amount already recovered."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1763
|
|
msgid "For double holiday pay recovery, you must enter a **line for each employer's holiday attest**. Each line should include:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1766
|
|
msgid "The :guilabel:`# Months` (number of months) the employee worked for that employer"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1767
|
|
msgid "The :guilabel:`Amount` provided to the employee"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1768
|
|
msgid "The :guilabel:`Occupational Rate`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1770
|
|
msgid "Odoo uses this data to compute a **recovery limit**. If the employee now has a lower salary, the full amount cannot be recovered."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1774
|
|
msgid "Be careful not to mix holiday attests for the current year (N) and the previous year (N-1)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1776
|
|
msgid "For simple holiday pay recovery, the system deducts the amount from each legal time-off period until:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1779
|
|
msgid "The **total amount** has been fully recovered, or"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1780
|
|
msgid "The **number of time-off days** has been matched (if the employee's current salary is lower than before)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:-1
|
|
msgid "Holiday Pay Recovery Simple Payslip."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1786
|
|
msgid "Once the **payslip** is validated and paid, the recovered simple holiday pay is reflected in the employee form view."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:-1
|
|
msgid "Holiday Pay Recovery Simple Amount."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1792
|
|
msgid "On the double holiday payslip, click :guilabel:`Compute Double Pay Recovery` to open a wizard that helps calculate the recoverable amount."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1795
|
|
msgid "In the :guilabel:`Double Pay Recovery Computation` wizard, you'll find:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1797
|
|
msgid "The relevant holiday attests listed in the :guilabel:`Occupation Lines`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1798
|
|
msgid "The :guilabel:`Double Pay To Recover` amount based on the threshold"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1800
|
|
msgid "This amount is **editable** if manual adjustments are needed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:-1
|
|
msgid "Holiday Pay Recovery Double Wizard."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1805
|
|
msgid "Once validated, the double pay recovery is applied to the payslip."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:-1
|
|
msgid "Holiday Pay Recovery Double Amount."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1810
|
|
msgid "Odoo automates the recovery of both **simple** and **double** holiday pay, ensuring compliance with **Belgian labor laws**. By analyzing contract details, employment duration, and past payments, Odoo calculates the necessary deductions and prevents duplicate holiday pay payments."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1817
|
|
msgid "Individual accounts"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1820
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1973
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2132
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2316
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2842
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:3064
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:3134
|
|
msgid "Introduction"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1822
|
|
msgid "The individual account provides workers with a detailed overview of their earnings, deductions (such as social security contributions, withholding tax, etc.), and the working days performed, on a pay period basis. Additionally, it contains all relevant administrative data related to remuneration."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1828
|
|
msgid "Required information in the individual account"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1830
|
|
msgid "The individual account must include several mandatory details as determined by Royal Decree."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1832
|
|
msgid "**Employer identification:**"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1834
|
|
msgid "Name, address, ONSS number, ONVA number"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1835
|
|
msgid "Relevant joint committee (or sub-committee)"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1836
|
|
msgid "Name of the holiday fund for workers"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1837
|
|
msgid "Insurer for work-related accidents"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1838
|
|
msgid "Approved social secretariat"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1839
|
|
msgid "Relevant affiliation numbers"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1841
|
|
msgid "**Worker identification:**"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1843
|
|
msgid "Name, address, date of birth, gender, tax status"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1844
|
|
msgid "Type of employment contract, job title, professional qualification"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1845
|
|
msgid "Workplace location (or note if working at multiple locations)"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1846
|
|
msgid "Start and end date of employment"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1847
|
|
msgid "Employee ID number, starting salary"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1848
|
|
msgid "Remuneration components and payment periodicity"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1850
|
|
msgid "**Remuneration components:**"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1852
|
|
msgid "Per pay period (daily, weekly, bi-weekly, or monthly):"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1854
|
|
msgid "Number of working days and hours (regular, additional, and overtime)"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1855
|
|
msgid "Days of work interruption and reasons (illness, vacations, public holidays, replacement days, compensatory rest days, etc.)"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1857
|
|
msgid "Fixed or hourly salary, variable remuneration, bonuses, meal vouchers, eco vouchers, holiday pay (including early holiday pay if applicable), severance pay, year-end bonuses (as per sectoral or other collective labor agreements), benefits in kind and their estimated value"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1860
|
|
msgid "Gross amount of all remuneration components"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1861
|
|
msgid "Amounts subject to social and tax deductions"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1862
|
|
msgid "Various social and tax deductions: personal ONSS contributions, withholding tax, special social security contributions"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1864
|
|
msgid "Net amount payable to the worker"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1865
|
|
msgid "Other payments made by the employer, including reimbursement of travel expenses, allowances, and other payments"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1868
|
|
msgid "Per quarter:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1870
|
|
msgid "Number of actual working days"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1871
|
|
msgid "Days of work interruption by reason"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1872
|
|
msgid "Total remuneration subject to social security contributions"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1873
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1878
|
|
msgid "Employee social security contribution amounts"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1875
|
|
msgid "Per year:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1877
|
|
msgid "Total amounts subject to social security contributions"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1879
|
|
msgid "Taxable remuneration and other amounts"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1880
|
|
msgid "Withholding tax amount"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1883
|
|
msgid "Responsibility for establishing and updating the individual account"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1885
|
|
msgid "Belgian employers using **Odoo Payroll** can generate the individual accounts of their workers."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1887
|
|
msgid "However, to ensure accurate record-keeping, employers must:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1889
|
|
msgid "Ensure payment of sector-mandated year-end bonuses"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1890
|
|
msgid "Ensure that all public holidays, legal vacation days, and compensatory rest days are taken before the end of the year"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1892
|
|
msgid "Plan collective vacation and replacement public holidays in advance"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1893
|
|
msgid "Pay workers their holiday pay (including early holiday pay if applicable)"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1894
|
|
msgid "Distribute due eco vouchers"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1895
|
|
msgid "Pay any required travel expenses between home and work"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1897
|
|
msgid "If these obligations are met, the corresponding data will be included in the individual account."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1900
|
|
msgid "Storage and retention period of the individual account"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1902
|
|
msgid "The individual account is a social document that must be kept by the employer for a specified period after its creation."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1905
|
|
msgid "Employers may store individual accounts:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1907
|
|
msgid "At the ONSS-registered address"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1908
|
|
msgid "At a workplace"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1909
|
|
msgid "At their home or registered office if located in Belgium; otherwise, at the residence of a designated agent in Belgium"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1911
|
|
msgid "At the office of the approved social secretariat, if affiliated"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1913
|
|
msgid "Records must be kept legible and in a format allowing efficient oversight. The retention period is **five years** from the end of the annual closing of the account."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1917
|
|
msgid "When must workers receive a copy of their individual account?"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1919
|
|
msgid "Each worker must receive a copy of their individual account:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1921
|
|
msgid "**During employment:** Before March 1 of the following year"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1922
|
|
msgid "**At the end of employment:** Within two months following the end of the quarter in which the contract ended"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1924
|
|
msgid "**If additional payments occur after contract termination:** A copy reflecting the additional payment must be provided within two months of the payment"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1927
|
|
msgid "Additionally, employers must issue a **simplified individual account** with certain worker and employer details within two months of the worker's employment start date."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1930
|
|
msgid "Any modifications to mandatory details, such as job function or workplace location, must be communicated in writing (e.g., an updated simplified individual account) within one month of the effective change date."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1935
|
|
msgid "Generate individual accounts in Odoo"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1937
|
|
msgid "Navigate to :menuselection:`Payroll app --> Reporting --> Belgium --> Individual Accounts`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1939
|
|
msgid "Then select the reference year and click the :guilabel:`Populate` button. The :file:`.pdf` are displayed as soon as they are available and are generated 30 by 30, this could take some time according to the number of employees."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1943
|
|
msgid "On the first page, the :guilabel:`Employer Information` and the :guilabel:`Employee Information` is listed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:-1
|
|
msgid "Individual Account PDF Header."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1949
|
|
msgid "The next page displays all the employee worked days and payslip lines, month by month, split by structure (e.g., End of year bonus and monthly pay)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:-1
|
|
msgid "Individual Account PDF Month by Month."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1955
|
|
msgid "The next page displays the same information quarter by quarter and summarized for the whole year."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:-1
|
|
msgid "Individual Account PDF Quarter by Quarter."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1960
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:3101
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:3171
|
|
msgid "Once all PDF files are generated, they can be posted to the employee documents portal if the **Documents** application is :doc:`installed and properly configured <../../../productivity/documents>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1964
|
|
msgid "Select the checkbox of each employee whose documents you want to post, and click the :guilabel:`Post PDF` button."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1970
|
|
msgid "Intellectual property and 273 sheets"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1975
|
|
msgid "The 273S declaration is used for the **Prepayment on Mobile Income (Pr.M)**, which concerns the taxation of **Author's Rights** and **Neighboring Rights** (also known as **Revenus Mobilier**). These are specific types of income that are subject to particular tax treatment in certain jurisdictions."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1980
|
|
msgid "This document provides users with essential information about how the 273S declaration functions within Odoo for reporting income derived from these rights, including applicable tax rates and conditions."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1985
|
|
msgid "Tax rates and calculation"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1987
|
|
msgid "The net income from Author's Rights and Neighboring Rights is taxable at a specific rate of **15%**. However, the effective tax rate can vary based on the application of flat-rate deductions. These flat rates reduce the taxable amount, leading to a lower effective tax rate for lower incomes."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1991
|
|
msgid "Key points of taxation:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1993
|
|
msgid "**Effective tax rate**:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1995
|
|
msgid "For incomes below the first flat-rate threshold, the effective tax rate can be as low as **7.5%**."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1997
|
|
msgid "For incomes reaching the flat-rate ceiling of **37,500 EUR** (indexed annually), the rate can increase to **12%**."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2000
|
|
msgid "**Additional taxes**: Income from Author's Rights and Neighboring Rights must be declared in the personal income tax declaration. As a result, municipal surcharges may also apply to the tax due."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2003
|
|
msgid "The **prepayment** of the tax is handled via a withholding tax on the income. The debtor of the income (e.g., the employer or company paying the royalties) must submit the 273S declaration to the tax authorities. This withholding tax rate is generally **15%**, but for incomes exceeding the indexed ceiling of **37,500 EUR**, the rate increases to **30%**."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2009
|
|
msgid "Benefits of Author's Rights in employment contracts"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2011
|
|
msgid "Companies can offer tax-advantageous remuneration to their directors or employees by granting **Author's Rights**. These rights are subject to a **15% withholding tax**, but there are flat-rate deductions that make this tax treatment very favorable, especially when incomes are lower."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2015
|
|
msgid "Important considerations:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2017
|
|
msgid "**Creative works**: To qualify for Author's Rights protection, the work must be creative, original, and fixed in a tangible form. Simple ideas or concepts are not eligible."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2019
|
|
msgid "**Exploitation requirement**: From January 1, 2023, a new regulation mandates that transferred or licensed protected works must be exploited, meaning they must be used for public communication, execution, representation, or reproduction."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2022
|
|
msgid "**Eligibility for tax benefits**: To benefit from the favorable tax regime, the rights holder must meet specific criteria, such as:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2025
|
|
msgid "Holding an \"Artistic Work Certificate.\""
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2026
|
|
msgid "Licensing or transferring rights to a third party for public communication or reproduction."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2028
|
|
msgid "**Income ratio restrictions**: The proportion of income from Author's Rights in relation to regular salary will be capped at **30%**, with **70%** of the total income being subject to regular income tax."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2031
|
|
msgid "**Income cap**: The absolute ceiling for qualifying income under this regime remains **37,500 EUR** (indexed at **70,220 EUR** for the 2024 income year)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2034
|
|
msgid "If your average income from the last four years exceeds this ceiling, you will no longer be eligible for the advantageous tax regime."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2037
|
|
msgid "**Ruling Request**: For greater clarity on the scope and remuneration of the transfer of Author's Rights, an advanced agreement with the tax authorities (referred to as a **ruling**) can be requested."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2042
|
|
msgid "Tax treatment of Author's Rights income"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2044
|
|
msgid "Since 2008, income from the transfer or licensing of Author's Rights has benefited from a favorable tax treatment. Specifically, the income is subject to:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2047
|
|
msgid "**15% Withholding Tax** up to an indexed ceiling of **70,220 EUR** (2023 income year)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2048
|
|
msgid "**Flat-Rate Deductions**:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2050
|
|
msgid "**50% flat-rate deduction** applies to the first **18,720 EUR** of income."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2051
|
|
msgid "**25% flat-rate deduction** applies to the next **18,730 EUR** (from **18,720 EUR to 37,450 EUR**)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2054
|
|
msgid "Example of tax impact:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2056
|
|
msgid "For example, if a company director receives **10,000 EUR** in Author's Rights income, they will pay **750 EUR** in tax (15% of the income after the flat-rate deductions), leaving them with a net income of **9,250 EUR**. This results in an effective tax rate of **7.5%** on the Author's Rights income."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2062
|
|
msgid "Odoo integration for Declaration 273S"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2064
|
|
msgid "Odoo users can efficiently manage the submission of the **273S Declaration** for Author's Rights and Neighboring Rights income via the **Odoo Payroll** module. Here's a quick overview of how this can be done:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2069
|
|
msgid "Set up Author's Rights in Odoo"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2071
|
|
msgid "On the employees form view, make sure the :guilabel:`Intellectual Property` checkbox is enabled, and the allocated salary percentage is specified as well."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2074
|
|
msgid "Once a payslip is generated, the :abbr:`IP (intellectual property)` part is computed based on the intellectual property percentage and the gross salary. The tax is computed accordingly based on the revenue amount."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:-1
|
|
msgid "Intellectual Property Payslip 1."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:-1
|
|
msgid "Intellectual Property Payslip 2."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2085
|
|
msgid "Generate the 273S form"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2087
|
|
msgid "Odoo can generate the 273S form automatically based on the income data entered into the system. Ensure that all required details, including the amount of income subject to the tax, are accurately entered."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2091
|
|
msgid "Navigate to :menuselection:`Payroll app --> Reporting --> Belgium --> 273S Sheet` to create a :guilabel:`New` record."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2094
|
|
msgid "Select the reference :guilabel:`Year` and :guilabel:`Month`, then click :guilabel:`Export XML file` to generate the declaration. Click :guilabel:`Export PDF File` to generate the printed details."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:-1
|
|
msgid "273S Wizard File Generation."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2100
|
|
msgid "On the first PDF section, the company information and the global declaration is listed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:-1
|
|
msgid "273S PDF Company Info."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2105
|
|
msgid "On the second section, the employees specific information is listed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:-1
|
|
msgid "273S PDF Employee Info."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2111
|
|
msgid "File the 273S Declaration"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2113
|
|
msgid "After generating the XML file, the company or the debtor of the income can submit it to the tax authorities directly from MyMinfin. Keep track of the filing and payment deadlines to ensure timely submission and compliance."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2120
|
|
msgid "The **273S Declaration** is an essential tool for companies and individuals benefiting from the favorable tax regime on Author's Rights and Neighboring Rights. By leveraging Odoo's tax management features, users can ensure compliance while optimizing their tax liabilities."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2124
|
|
msgid "For further assistance, please consult a tax professional."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2129
|
|
msgid "Representation fees"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2134
|
|
msgid "Representation fees must be **allocated on the payslip** between **serious and non-serious representation costs**. By default, the threshold is set at **€283.73**, but it can be adjusted based on what the company can **legally justify**."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2138
|
|
msgid "The representation fees is configured on the employee's contract form in the :guilabel:`Expense Fees` field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2141
|
|
msgid "On the payslip, two or one line are displayed in the case the representation fees amount exceeds the threshold or not."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2145
|
|
msgid "Breakdown of the threshold"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2147
|
|
msgid "Only part of the representation costs are pro-rated because certain costs are **fully covered** by the company. These fixed costs include:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2150
|
|
msgid "\\text{€}283.73\\text{ Total} = \\begin{cases}\n"
|
|
"+ \\text{ €148.73 (Tax, since 2021 - coronavirus)} \\\\\n"
|
|
"+ \\text{ €30 (Internet)} \\\\\n"
|
|
"+ \\text{ €25 (Phone)} \\\\\n"
|
|
"+ \\text{ €80 (Car management fees)} \\\\\n"
|
|
"\\end{cases}"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2160
|
|
msgid "The **serious portion** of the representation costs is **not prorated**, while the **non-serious portion** is prorated based on working time."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2163
|
|
msgid "Navigate to :menuselection:`Payroll app --> Configuration --> Salary --> Rule Parameters`, and search for the `CP200: Representation Fees Threshold` record. Then, adapt the current value or introduce a new one from a given date."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:-1
|
|
msgid "Representation Fees Threshold."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2171
|
|
msgid "It is possible to define, based on job position, which jobs are eligible to certain criteria in the :guilabel:`Payroll` tab."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:0
|
|
msgid "Representation Fees Job Position."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2178
|
|
msgid "Calculation of representation fees"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2181
|
|
msgid "Conditions for payment"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2183
|
|
msgid "Representation fees are only granted if:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2185
|
|
msgid "The employee **receives a basic salary**, and"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2186
|
|
msgid "The employee has **worked at least part of the time**, unless a **salary simulation** is in progress."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2189
|
|
msgid "If the employee is on **full leave** (without any working days), they are **not eligible** for representation fees."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2193
|
|
msgid "Determining the work time rate"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2195
|
|
msgid "The number of **working days per week** is extracted from the employee's contract."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2196
|
|
msgid "If the employee has periods of **incapacity for work** (e.g., illness), the calculation adjusts the **work time rate** accordingly:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2199
|
|
msgid "The total **incapacity hours** are determined."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2200
|
|
msgid "If the company follows a **biweekly schedule**, the incapacity hours are divided by **two**."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2201
|
|
msgid "The incapacity **rate** is calculated as:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2203
|
|
msgid "\\text{incapacity rate} = 1 - \\frac{\\text{incapacity hours}}{\\text{total weekly hours}}"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2208
|
|
msgid "The **final work time rate** is then adjusted by multiplying it with the incapacity rate."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2211
|
|
msgid "Applying the threshold and pro-rating rules"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2213
|
|
msgid "The **default threshold (€283.73)** is applied unless adjusted by the company."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2214
|
|
msgid "If the employee has **worked a full-time schedule**, they receive the **full representation fees** without reduction."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2216
|
|
msgid "If the employee works **part-time** (contractual or due to time credit), only the **non-serious portion** of the fees is prorated."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2219
|
|
msgid "The prorated formula for non-serious expenses is:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2221
|
|
msgid "\\text{adjusted amount} = \\text{threshold} + (\\text{total fees} - \\text{threshold}) \\times\n"
|
|
"\\frac{\\text{work time rate}}{100}"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2227
|
|
msgid "If the employee has **missing workdays**, the final amount is further adjusted:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2229
|
|
msgid "First calculate the **daily reduction**:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2231
|
|
msgid "\\text{daily reduction} = \\frac{(\\text{total amount} - \\text{threshold}) \\times 3}{13 \\times \\text{days per week}}"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2236
|
|
msgid "Then calculate the **final amount**:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2238
|
|
msgid "\\text{final amount} = max(0, \\text{total amount} - \\text{daily reduction} \\times\n"
|
|
"\\text{missing days})"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2245
|
|
msgid "Final calculation"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2247
|
|
msgid "If the employee meets all conditions, the final representation fees amount is **rounded to two decimal places** for payroll purposes."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2249
|
|
msgid "Employees working a full schedule receive **full reimbursement**, while those working **reduced hours** have the **non-serious portion prorated** accordingly."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2255
|
|
msgid "This calculation ensures **fair allocation** of representation fees by distinguishing between **fixed serious costs** and **prorated non-serious costs**. The company can adjust the **threshold (€283.73 by default)** based on **justifiable business expenses**."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2259
|
|
msgid "Employees working **full-time** receive their full representation fees, while those working **part-time or with absences** only receive a **pro-rated portion** of the non-serious fees."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2265
|
|
msgid "Sick time off and relapse"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2267
|
|
msgid "In Belgium, sick leave is managed according to two main regimes:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2269
|
|
msgid "**With guaranteed salary**: The employer continues to pay the worker's salary for a specified period."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2271
|
|
msgid "**Without guaranteed salary**: The worker receives benefits from the mutual insurance company after the guaranteed salary period."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2275
|
|
msgid "Sick leave with guaranteed salary"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2277
|
|
msgid "The guaranteed salary is a period during which the employer continues to pay the salary of the worker who is unable to work."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2280
|
|
msgid "**Employees**: The employer pays 100% of the salary during the first full month of incapacity. After this period, if the incapacity continues, the worker falls under the mutual insurance regime."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2284
|
|
msgid "Sick leave without guaranteed salary"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2286
|
|
msgid "After the guaranteed salary period, the ONEM (National Employment Office) or the mutual insurance company takes over."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2289
|
|
msgid "**Long-term illness**: An incapacity lasting more than 30 days leads to benefits from the mutual insurance company."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2291
|
|
msgid "**Relapse**: If a worker returns to work and then becomes ill again for the same reason within 14 days, this may be considered a relapse, and the rules for guaranteed salary may be adjusted."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2295
|
|
msgid "Management in Odoo"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2297
|
|
msgid "In Odoo, sick leave is automatically managed if the absences are related to the *Sick Time Off* work entry type."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2300
|
|
msgid "**Recording time off**: The employee records their absence through the **Time Off** module."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2301
|
|
msgid "**Automation of work entries**: If the request is approved, Odoo automatically generates the corresponding Work Entries."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2303
|
|
msgid "**Impact on payroll**: The guaranteed salary is automatically calculated according to the rules configured based on the worker's status (employee)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2305
|
|
msgid "**Compensation after the guaranteed salary**: Once the guaranteed salary period has expired, Odoo adjusts the Work Entries to reflect the transition to the mutual insurance company."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2308
|
|
msgid "Thus, Odoo ensures a smooth and compliant management of sick leave according to Belgian regulations."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2313
|
|
msgid "Social Balance Sheet"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2318
|
|
msgid "The *Social Balance Sheet* was introduced by the law of December 22, 1995, as part of measures for the implementation of the multi-year employment plan. Companies required to file annual accounts (including some that are not obligated to publish such accounts - see the `National Bank of Belgium website <https://www.nbb.be>`_ for details) must also prepare and submit a Social Balance Sheet to the National Bank of Belgium."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2324
|
|
msgid "The Royal Decree of August 4, 1996, incorporates the Social Balance Sheet into the annual accounts, specifically as an annex. This makes it an integral part of a company's financial statements."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2328
|
|
msgid "Contents of the Social Balance Sheet"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2330
|
|
msgid "The content of the Social Balance Sheet is determined by the Royal Decree of January 30, 2001, implementing the Company Code. The Social Balance Sheet consists of several sections:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2333
|
|
msgid "Sections I and II: Information on employed persons and personnel movements during the fiscal year."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2334
|
|
msgid "Section III: Initiatives related to training."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2336
|
|
msgid "Since the Social Balance Sheet is part of a company's annual accounts, the works council receives this information as part of its mission regarding economic and financial information."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2339
|
|
msgid "Additionally, the works council receives data on employment-related benefits along with annual employment-related information (Trillium). These details were fully integrated into the Social Balance Sheet until 2008."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2344
|
|
msgid "Scope of the Social Balance Sheet"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2346
|
|
msgid "The Social Balance Sheet contains specific data related to workforce composition, staff turnover, and training programs. Some organizations not required to publish annual accounts must still file a separate Social Balance Sheet. This applies primarily to certain hospitals and private legal entities employing at least 20 full-time equivalents (FTEs)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2351
|
|
msgid "Any company, association, or foundation with at least 20 workers on an annual average (in FTE) must complete and submit the Social Balance Sheet."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2354
|
|
msgid "The Social Balance Sheet is part of:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2356
|
|
msgid "\"Other documents to be filed under the Company and Associations Code\" (for companies);"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2357
|
|
msgid "\"Explanatory Notes\" (for associations and foundations)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2360
|
|
msgid "Obligations by entity type"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2363
|
|
msgid "Companies, associations, and foundations required to publish a Social Balance Sheet"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2365
|
|
msgid "For Belgian companies employing at least one FTE:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2367
|
|
msgid "**Standardized model**: This schema includes a \"Social Balance Sheet\" section, which must be completed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2369
|
|
msgid "**Specific model**: If the model used does not include a Social Balance Sheet, it must be provided separately."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2372
|
|
msgid "For Belgian associations and foundations employing at least 20 FTEs:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2374
|
|
msgid "**Standard model**: Includes a \"Social Balance Sheet\" section that must be completed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2375
|
|
msgid "**Specific model**: A separate Social Balance Sheet must be submitted if the chosen model does not include one."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2378
|
|
msgid "Associations and foundations with fewer than 20 FTEs may voluntarily complete the Social Balance Sheet but are not legally required to do so."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2381
|
|
msgid "For foreign companies, such as branches of foreign corporations and foreign non-profit organizations (ASBL) with activities in Belgium, the Social Balance Sheet applies only to their Belgian operations."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2385
|
|
msgid "The Social Balance Sheet is made publicly available by the Central Balance Sheet Office as part of the financial statements submission."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2389
|
|
msgid "Entities required to file a separate Social Balance Sheet"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2391
|
|
msgid "Certain organizations that do not need to publish annual accounts must still submit a Social Balance Sheet to the Central Balance Sheet Office. This data is used exclusively for statistical purposes and is not made publicly available. Submission in these cases is free of charge."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2395
|
|
msgid "This exception applies to:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2397
|
|
msgid "**Hospitals**, unless they are structured as limited liability companies or large ASBLs, which must submit full financial statements, including the integrated Social Balance Sheet."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2399
|
|
msgid "**Private legal entities** that are not required to submit annual accounts but have at least 20 employees."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2402
|
|
msgid "The required model depends on the entity type:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2404
|
|
msgid "**Hospitals** must use the full or abridged Social Balance Sheet model based on their size."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2405
|
|
msgid "**Foreign entities** must use the full or abridged Social Balance Sheet model, based on the size of their Belgian establishments."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2407
|
|
msgid "**Private legal entities** with at least 50 employees must use the full model, while those with 20-49 employees may use the abridged model."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2411
|
|
msgid "Social Balance Sheet models"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2413
|
|
msgid "The latest versions of the Social Balance Sheet models can be found at the following links:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2415
|
|
msgid "**Full Model**"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2417
|
|
msgid "PDF: `Full Social Balance Sheet PDF <https://www.nbb.be/doc/ba/models/social%20balance/release_2021_fr_bilan_social_c_20121201.pdf>`_"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2418
|
|
msgid "Word: `Full Social Balance Sheet Word <https://www.nbb.be/doc/ba/models/social%20balance/release_2021_fr_bilan_social_c_20121201.docx>`_"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2420
|
|
msgid "**Abridged Model**"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2422
|
|
msgid "PDF: `Abridged Social Balance Sheet PDF <https://www.nbb.be/doc/ba/models/social%20balance/release_2021_fr_bilan_social_a_20121201.pdf>`_"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2423
|
|
msgid "Word: `Abridged Social Balance Sheet Word <https://www.nbb.be/doc/ba/models/social%20balance/release_2021_fr_bilan_social_a_20121201.docx>`_"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2426
|
|
msgid "Assistance in completing the Social Balance Sheet"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2428
|
|
msgid "For guidance on completing the Social Balance Sheet, refer to the following resources:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2430
|
|
msgid "**CNC Opinion S100**: `Questions and Answers on the Social Balance Sheet <https://www.nbb.be/doc/ba/models/social%20balance/avis_cnc_s100.pdf>`_"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2431
|
|
msgid "**CNC Opinion 2009/12**: `Social Balance Sheet and Statutory Workers <https://www.nbb.be/doc/ba/models/social%20balance/avis_cnc_2009_12.pdf>`_"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2432
|
|
msgid "**Explanatory Note**: `Information on Training Activities <https://www.nbb.be/doc/ba/models/social%20balance/notice_formations_fr_4%20avril%202008.pdf>`_"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2435
|
|
msgid "Submitting a separate Social Balance Sheet"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2437
|
|
msgid "A separate Social Balance Sheet must be submitted online as a PDF via the **Filing** application. The model can be selected under :guilabel:`Other Documents`, with options for :guilabel:`Abridged Social Balance Sheet` or :guilabel:`Full Social Balance Sheet`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2441
|
|
msgid "For further details, visit the National Bank of Belgium's website: `www.nbb.be <https://www.nbb.be/>`_."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2444
|
|
msgid "Generating Social Balance Sheet in Odoo"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2446
|
|
msgid "Navigate to :menuselection:`Payroll app --> Reporting --> Belgium --> Social Balance Sheet` and select the reference :guilabel:`Period`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:-1
|
|
msgid "Social Balance Sheet Wizard."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2452
|
|
msgid "Then click :guilabel:`Export to PDF` or :guilabel:`Export to XLSX` to generate the social balance sheets containing all the data available in your Odoo database."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2455
|
|
msgid "The different pieces of information are split by gender, or by working schedule (Part Time, Full Time, Full Time equivalent), for the whole period, and month by month, as requested by the National Bank of Belgium."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:-1
|
|
msgid "Social Balance Sheet PDF Header."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:-1
|
|
msgid "Social Balance Sheet PDF Content."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:-1
|
|
msgid "Social Balance Sheet XLSX Content."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2471
|
|
msgid "Social Security certificate"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2473
|
|
msgid "The Social Security certificate in Odoo provides a detailed breakdown of all social charges paid by the employee or employer, categorized by type (e.g., year-end bonus, private car reimbursement, double holiday pay, etc.). This report is particularly useful for audit companies and for verifying that the declared amounts align with accounting entries."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2479
|
|
msgid "Accessing the Social Security certificate"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2481
|
|
msgid "To generate the Social Security certificate, follow these steps:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2483
|
|
msgid "Navigate to :menuselection:`Payroll app --> Reporting --> Belgium --> Social Security Certificate`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2485
|
|
msgid "Select the reference :guilabel:`Period`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2486
|
|
msgid "Choose the data :guilabel:`Aggregation Level`:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2488
|
|
msgid ":guilabel:`Whole Company`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2489
|
|
msgid ":guilabel:`By Department`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2490
|
|
msgid ":guilabel:`By Employee`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:-1
|
|
msgid "Social Security Certificate Wizard."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2496
|
|
msgid "Exporting the report"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2498
|
|
msgid "Once the selections are made, you can export the report in different formats:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2500
|
|
msgid "Click :guilabel:`Export to PDF` to generate a printable version of the Social Security certificate."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2502
|
|
msgid "Click :guilabel:`Export to XLSX` to generate an Excel file containing all relevant data."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:-1
|
|
msgid "Social Security Certificate PDF Header."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:-1
|
|
msgid "Social Security Certificate PDF Content."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:-1
|
|
msgid "Social Security Certificate XLSX Content."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2513
|
|
msgid "This feature ensures full transparency and compliance with social security regulations in Belgium."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2523
|
|
msgid "Legal time off"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2525
|
|
msgid "This guide provides an overview of the basic rules governing legal holiday entitlements in Belgium for employers using Odoo."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2529
|
|
msgid "Holiday entitlement calculation"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2531
|
|
msgid "Your holiday entitlement for the current year (N) is determined by the number of months worked in Belgium during the previous year (N-1)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2534
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2565
|
|
msgid "**Calculation details:**"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2536
|
|
msgid "Employees earn **2 days of leave per month** based on a 6-day work week."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2537
|
|
msgid "The entitlement is adjusted for a 5-day work week: :math:`(\\text{Total Days} \\div 6) \\times 5`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2540
|
|
msgid "If an employee worked **7 months** in the previous year (N-1):"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2542
|
|
msgid "**6-day work week:** :math:`7 \\times 2 = 14 \\text{ days}`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2543
|
|
msgid "**5-day work week:** :math:`14 \\div 6 \\times 5 = 11.67 \\text{ days}`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2545
|
|
msgid "**Partial Month Calculation:**"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2547
|
|
msgid "Worked **1st to 10th**: Full month counted."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2548
|
|
msgid "Worked **11th to 19th**: Half month counted."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2549
|
|
msgid "Worked **20th onwards**: Month not counted."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2551
|
|
msgid "**Rounding Rules:**"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2553
|
|
msgid "Less than **0.35**: Round to **0**."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2554
|
|
msgid "Between **0.35 - 0.74**: Round to **0.5**."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2555
|
|
msgid "**0.75 and above**: Round to **1**."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2557
|
|
msgid "For a full-time employee, this typically results in **11.5 days of legal holiday** entitlement."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2560
|
|
msgid "Maximum holiday entitlement"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2562
|
|
msgid "Employees are entitled to a maximum of **4 weeks** of holiday based on their working schedule. If an employee switches between full-time and part-time work, their entitlement is adjusted accordingly."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2567
|
|
msgid "**5-day work week**: :math:`4 \\times 5 = 20 \\text{ days}`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2568
|
|
msgid "**4-day work week**: :math:`4 \\times 4 = 16 \\text{ days}`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2569
|
|
msgid "**3-day work week**: :math:`4 \\times 3 = 12 \\text{ days}`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2572
|
|
msgid "If an employee joined **Odoo on January 1, 2024**, and plans to switch to a **3-day work week from April 1, 2024**:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2575
|
|
msgid "**Step 1: Calculate holiday entitlement for 2024**"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2577
|
|
msgid "The employee worked **9 months in 2023**."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2578
|
|
msgid "**6-day work week basis**: :math:`9 \\times 2 = 18 \\text{ days}`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2579
|
|
msgid "Adjusted for **5-day work week**: :math:`18 \\div 6 \\times 5 = 15 \\text{ days}`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2581
|
|
msgid "**Step 2: Verify maximum holiday entitlement**"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2583
|
|
msgid "For a **5-day work week**, the maximum entitlement is **20 days**."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2584
|
|
msgid "Since the employee is entitled to **15 days**, they remain within the limit."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2586
|
|
msgid "**Step 3: Adjust entitlement for the new work schedule**"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2588
|
|
msgid "From April 1, 2024, the employee moves to a **3-day work week**."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2589
|
|
msgid "Maximum entitlement for a **3-day work week**: :math:`3 \\times 4 = 12 \\text{ days}`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2590
|
|
msgid "If no leave is taken before April 1, the employee may take up to **12 days** from their 15-day entitlement."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2592
|
|
msgid "The **remaining 3 days** will be settled at the end of the year."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2594
|
|
msgid "This ensures compliance with Belgian legal leave regulations and allows employers to manage holiday entitlements effectively within Odoo."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2598
|
|
msgid "Legal time off allocation"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2600
|
|
msgid "This is possible to generate the legal time off for all your employees at the beginning of a new year using the wizard in :menuselection:`Payroll app --> Reporting --> Belgium --> Paid Time Off Allocation`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2604
|
|
msgid "Based on your employees occupation over last year, the number of available time off is pre-computed for each employee."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:-1
|
|
msgid "Paid Time Off Allocation Wizard."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2610
|
|
msgid "Once validated, a draft allocation is generated for each single employee, waiting a manual confirmation that can be done in batch."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:-1
|
|
msgid "Paid Time Off Allocations."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2619
|
|
msgid "European time off"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2622
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2854
|
|
msgid "How does it work?"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2624
|
|
msgid "If you were not subject to Belgian ONSS contributions before joining our company and do not have entitlement to legal holidays, or if your entitlement is incomplete, you can apply for European leave."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2628
|
|
msgid "To qualify for European leave in a given year, you must work for at least 3 months during that year, whether with us or another employer. Once you have met this requirement, you will earn 5 days of European leave. Subsequently, you will accumulate additional days of vacation each month as follows:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2632
|
|
msgid "After 3 months: 5 days"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2633
|
|
msgid "After 4 months: 7 days"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2634
|
|
msgid "After 5 months: 9 days"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2635
|
|
msgid "After 6 months: 10 days"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2636
|
|
msgid "After 7 months: 12 days"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2637
|
|
msgid "After 8 months: 14 days"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2638
|
|
msgid "After 9 months: 15 days"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2639
|
|
msgid "After 10 months: 17 days"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2640
|
|
msgid "After 11 months: 19 days"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2643
|
|
msgid "The total of legal leave and European leave cannot exceed 20 days per year. You must use all your legal holidays before taking European leave."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2646
|
|
msgid "European leave entitlement expires on December 31st of the year it is earned and cannot be carried over to the following year. To qualify for European leave in a new year, you must complete another 3 months of work."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2651
|
|
msgid "How are these days paid?"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2653
|
|
msgid "European leaves are paid holidays taken in advance of your \"Double Holiday Pay\" (the June extra pay) for the following year. Essentially, the more European leave days you take in a given year, the less you will receive as June extra pay in the following year."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2660
|
|
msgid "Working schedule change"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2662
|
|
msgid "This guide explains how to modify an employee's working time schedule in the Belgian payroll module of Odoo. Changing an employee's working hours affects their wage calculation, time-off allocation, and contract terms."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2667
|
|
msgid "Steps to change an employee's working schedule"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2669
|
|
msgid "Navigate to the employee's contract (:menuselection:`Payroll app --> Contracts`), and select the contract of the employee whose working schedule you want to modify."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2671
|
|
msgid "Click on :icon:`fa-cog` :guilabel:`(Action)` and select :guilabel:`Working Schedule Change`. The wizard displays the current contract details and allows you to set new working time parameters."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2673
|
|
msgid "Set the new working schedule:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2675
|
|
msgid "Choose the new :guilabel:`Working Schedule` from the available resource calendars."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2676
|
|
msgid "Define the :guilabel:`Start Date` for the change (mandatory)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2677
|
|
msgid "If applicable, specify an :guilabel:`End Date`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2678
|
|
msgid "If the :guilabel:`Part Time` checkbox is selected, any difference between the reference calendar and the employee's new calendar will be covered using the *Absence Work Entry Type*. This ensures that the employee's monthly salary remains the same, regardless of the number of absence days in a given month. This setup is required for configuring *Time Credit*, *Parental Leave*, or *Medical Half-Time* correctly."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2684
|
|
msgid "Adjust the employee's wage:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2686
|
|
msgid "The wizard automatically computes the full-time equivalent wage based on the new working schedule."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2688
|
|
msgid "You can review and modify the new wage if necessary."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2690
|
|
msgid "Manage time off allocation:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2692
|
|
msgid "Select the relevant :guilabel:`Time Off Type`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2693
|
|
msgid "Odoo automatically adjusts the employee's time-off entitlement based on the new working schedule using the following formula:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2696
|
|
msgid "\\text{New Time Off Allocation} = \\max(\\min(\\text{ Computed Allocation},\n"
|
|
"\\text{ Max Allocation}) + \\text{ Leaves Taken}, \\text{ Leaves Taken})"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2702
|
|
msgid "**Computed Allocation** is the expected leave allocation based on the new schedule."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2703
|
|
msgid "**Max Allocation** is the maximum number of days allowed under the new working time."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2704
|
|
msgid "**Leaves Taken** ensures the employee does not receive fewer days than already used."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2706
|
|
msgid "Decide on a follow-up contract"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2708
|
|
msgid "If the working time change is temporary, you can enable :guilabel:`Post Change Contract Creation` to automatically create a contract that resumes the previous working schedule after the specified end date."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2712
|
|
msgid "Validate the changes"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2714
|
|
msgid "Click :guilabel:`Validate` to apply the new working schedule."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2715
|
|
msgid "If the new schedule is the same as the current one, an error will be displayed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2716
|
|
msgid "The system will create a new contract with the updated working time and wage."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2717
|
|
msgid "If a previous contract existed, it will be closed with an end date before the new contract begins."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2721
|
|
msgid "Result"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2723
|
|
msgid "The employee's new working schedule is recorded."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2724
|
|
msgid "Wage and time-off entitlements are adjusted accordingly."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2725
|
|
msgid "A follow-up contract is created if applicable."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:-1
|
|
msgid "Working Schedule Change New Contracts."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2733
|
|
msgid "Work entries exports"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2736
|
|
msgid "What are work entries?"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2738
|
|
msgid "In the context of payroll, *work entries* typically refer to records or documentation related to an employee's work hours and earnings for a specific pay period. These entries are crucial for accurately calculating and processing employee compensation."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2742
|
|
msgid "Work entries in the context of payroll are essential for both employees and employers. They provide a transparent and accurate record of an employee's compensation and deductions, ensuring that employees are paid correctly and that tax and legal requirements are met. Payroll software and systems are commonly used to manage and automate these work entries, making the payroll process more efficient and accurate."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2749
|
|
msgid "Main concepts"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2752
|
|
msgid "General"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2754
|
|
msgid "In Odoo, work entries mainly refer to *time entries* (attendance tracking), these are work entries that consist of time records, which include the number of hours worked by an employee during a given pay period. These entries may specify regular working hours, overtime hours, and any other relevant time-related information, such as breaks, paid time off, unpaid time off, parental leave, credit-time, etc."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2760
|
|
msgid "Work entries serve a dual role in payroll management. First, they enable organizations to independently compute employee payslips. Second, they facilitate the transmission of pertinent data to external payroll service providers, who then use this information to calculate and generate the payslips."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2768
|
|
msgid "They have a Name: used to identify the type of entry (e.g., Attendance, Paid Time Off, etc.)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2769
|
|
msgid "They have a Payroll Code: used in Odoo's salary rules computations"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2770
|
|
msgid "They have an External Code: used to provide the correct Work Entry code to an external payroll service provider."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2772
|
|
msgid "They are generated based on the configuration of the contract and the time off types"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2773
|
|
msgid "They have a duration, a start and end date, a state and are always linked to an employee."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2778
|
|
msgid "They are the main source of configuration for your work entries. Thanks to your different types of work entries, you'll be able to differentiate the time records of your employees."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2780
|
|
msgid "They have a name."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2781
|
|
msgid "They contain a code, external code, payroll code and a color for visual tracking."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2782
|
|
msgid "They allow other types of configurations such as how they are displayed in payslips, decide whether this type of work entry should be considered as paid or unpaid (eg. unpaid leave), decide whether this type of work entry has a link with time off, is valid for some advantages or how it should be reflected in your reporting."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2788
|
|
#: ../../content/applications/hr/time_off.rst:42
|
|
msgid "Time off types"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2790
|
|
msgid "As mentioned above, since work entry types can be linked to a time off type, you are also able to define the work entry type for each time-off type. On the time off type you have a many2one relation with the work entry type."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2795
|
|
msgid "Steps to generate the work entries of your staff"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2797
|
|
msgid "Create all the employees"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2798
|
|
msgid "Create a contract and set its status to :guilabel:`Running` for each employee."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2800
|
|
msgid "In the contract, choose the :guilabel:`Work Entry Source`. It tells the system how work entries for an employee should be generated. It can be based on:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2803
|
|
msgid ":guilabel:`Working Schedule`: Odoo uses the predefined working hours and days set in the employee's working schedule to generate work entries. This is useful for regular, predictable shifts."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2806
|
|
msgid ":guilabel:`Attendances`: Work entries are generated from the employee's attendance records (i.e., when they check-in and check-out)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2808
|
|
msgid ":guilabel:`Planning`: Work entries are created based on the validated shifts or slots allocated to the employee in the **Planning** app (often used for scheduling roles like retail shifts, restaurants, etc.)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2812
|
|
msgid "Generate the work entries each month"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2814
|
|
msgid "Odoo automatically creates the work entries in the **Payroll** app based on the work entry source of the contract and the different time-offs taken. You can edit the work entries manually. You can always decide to regenerate work entries manually but be careful if you already made some manual changes, Odoo will regenerate the work entries based on what it knows (e.g., your working schedule and time off)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2819
|
|
msgid "Managing conflicts"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2821
|
|
msgid "Conflicts are pointing to entries that can't be validated without your intervention. This means you'll have to qualify the entry and decide which is the correct entry to be defined for the time period if you want to be able to generate the payslip or validate the entries. Conflicts arise when there are overlapping entries or when Odoo detects that there is a time off request still pending for validation. For instance, if an employee is marked as attending work and at the same time there's a paid leave request to be validated for the same period, that's a conflict."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2828
|
|
msgid "Conflicts can be managed by filtering on the conflicting entries and resolving the discrepancy. Since **Odoo 16.4**, Odoo filters by default on conflicting entries. For prior versions, you can still filter manually on conflicting entries or use the conflicting menu item."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2831
|
|
msgid "Once the conflict is resolved you can either proceed to generate the payslips for your employees or export your work entries to the right entity."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2835
|
|
msgid "Export work entries"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2838
|
|
msgid "This section is about exporting work entries to SD Worx, but the configuration and behavior is similar for other exports to Partena, Group S and UCM."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2844
|
|
msgid "This sheet is here to help you learn how Odoo's **SD Worx** (`l10n_be_hr_payroll_sd_worx`) module simplifies payroll by enabling easy export of work entries. This guide provides quick steps to generate :file:`.txt` files for direct import into SD Worx calendars, saving time and ensuring accuracy."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2849
|
|
msgid "First and foremost, it's important to understand there is no direct integration between Odoo and SD Worx. There is no automatic exchange of information, either way. Odoo does not communicate directly with SD Worx, and the reverse is also true."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2856
|
|
msgid "In reality, Odoo provides a standardized export in .txt format for employees' work entries, allowing the generation of a file that conforms to a specific format for inputting these entries into the SD Worx software."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2861
|
|
msgid "What does it mean in terms of data management?"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2863
|
|
msgid "Since there is no direct integration between both systems, it implies that certain data will need to be manually entered into both systems. For instance, when you create a new employee in Odoo, you'll also need to manually create the employee in SD Worx (and vice versa). This manual data entry requirement extends to various aspects such as contracts, work schedules, salary details, and personal information about employees."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2869
|
|
msgid "Essentially, all the information necessary for SD Worx to calculate salaries and generate payslips must be manually inputted into both systems."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2873
|
|
msgid "What's the advantage of exporting to SD worx?"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2875
|
|
msgid "Odoo is an integrated software that can comprehensively handle all variable payroll elements, including employee personal information, contract details, various time-off types, and other work entry categories. Through Odoo's integration capabilities, you can access all this crucial data in one centralized location, making it easily accessible for your HR team and employees."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2880
|
|
msgid "This integration not only ensures data accuracy but also maintains consistency, reducing the likelihood of errors when transmitting work entry information to your external payroll provider. With the module in place, a single click generates a :file:`.txt` file that's ready for direct import into SD Worx, streamlining the entire data transmission process."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2886
|
|
msgid "Steps to set up the SD Worx module"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2889
|
|
msgid "You must be logged into a Belgian company for the following steps to work."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2891
|
|
msgid ":ref:`install <general/install>` the **Belgium - Payroll - Export to SD Worx** (`l10n_be_hr_payroll_sd_worx`) module."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2893
|
|
msgid "Go to :menuselection:`Payroll app --> Configuration --> Settings` to fill in the :guilabel:`SD Worx code` field. This is the company's SD Worx code, you get it directly from the SD worx software. When you create a company, it has a unique identifier which you need to set in the field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2897
|
|
msgid "For each employee, under the :guilabel:`Settings` tab, fill in the :guilabel:`SDWorx code` field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2898
|
|
msgid "For work entry types, under the :guilabel:`Settings` tab, fill in the :guilabel:`SDWorx code` field as well."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2901
|
|
msgid "You can now export your work entries in the SD Worx :file:`.txt` format by opening the wizard under :menuselection:`Payroll app --> Reporting --> Belgium --> Export Work Entries to SDWorx`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2904
|
|
msgid "The file contains a series of lines such as the following line of text: `1111110000024K2023042370100360`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2907
|
|
msgid "Each line represents a work entry, and the structure is outlined below:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2909
|
|
msgid "`111111` -> Company SD Worx code"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2910
|
|
msgid "`0000024` -> Employee SD Worx code"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2911
|
|
msgid "`K` -> Delimiter"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2912
|
|
msgid "`20230423` -> Date"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2913
|
|
msgid "`7010` -> SD Worx work entry code"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2914
|
|
msgid "`0360` -> Duration (edited)"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2916
|
|
msgid "Once the :file:`.txt` file is exported, it can be directly imported in this format into the SD Worx software. Doing so updates the calendars of each collaborator."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2922
|
|
msgid "274.XX sheets"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2924
|
|
msgid "This section provides an overview of Declaration 274, its components, and how it is handled within Odoo."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2928
|
|
msgid "Declaration 274.10"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2930
|
|
msgid "Withholding tax is an advance payment on professional income tax. It is calculated based on guidelines established by the tax administration. While reducing withholding tax is generally not allowed, employees may request to pay more in order to better match their final tax liability."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2934
|
|
msgid "Withholding tax must be deducted from both employees' and company directors' income. If the withholding tax is insufficient, advance tax payments must be made to avoid additional tax penalties."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2938
|
|
msgid "In practice, some employees do not inform their employer of personal changes (e.g., having a child), which can affect tax calculations."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2941
|
|
msgid "Withholding tax must be declared and paid either quarterly or monthly using form 274. These declarations must be submitted via the FINPROF application by the 15th of the month following the reporting period."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2945
|
|
msgid "Taxable income and corresponding withholding tax must be recorded in fiscal remuneration forms 281.x and summary statements 325x. Employers failing to report these correctly may be subject to a 309% penalty on undisclosed amounts."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2949
|
|
msgid "The tax administration compares the declared amounts in form 274 with the amounts reported in the fiscal forms. If withholding tax payments are insufficient, the company may be charged the difference. If a 274 form is submitted without corresponding tax payment, additional tax penalties will apply."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2954
|
|
msgid "It is crucial to adhere to all administrative guidelines to avoid unexpected tax charges."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2957
|
|
msgid "Declarations 274.32, 274.33, 274.34"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2960
|
|
msgid "Withholding tax exemptions for research employees"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2962
|
|
msgid "Companies employing scientific researchers may qualify for withholding tax reductions under specific conditions:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2965
|
|
msgid "**Form 281.32** applies to civil engineers and PhD holders."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2966
|
|
msgid "**Form 281.33** applies to employees holding a master's degree."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2967
|
|
msgid "**Form 281.34** applies to employees holding a bachelor's degree."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2969
|
|
msgid "Employers engaged in scientific research may be eligible for an exemption from withholding tax payments. To qualify, they must register their R&D projects with Belspo. From August 1, 2023, this registration must occur before the project begins."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2974
|
|
msgid "Tax exemption details"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2976
|
|
msgid "This tax incentive allows companies to retain 80% of the withholding tax deducted from researchers' salaries. However, the exemption rate differs for researchers based on their qualifications:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2979
|
|
msgid "PhD and master's degree holders: Full 80% exemption."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2980
|
|
msgid "Bachelor's degree holders: 50% of the full exemption amount."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2981
|
|
msgid "For non-SME companies, this limit is further reduced to 25%."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2983
|
|
msgid "The exemption applies only to the portion of working time dedicated to scientific research, covering fundamental research, industrial research, or experimental development."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2986
|
|
msgid "This exemption does not affect the net salary of employees."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2989
|
|
msgid "Capping rules"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2991
|
|
msgid "The total exemption granted to researchers with a bachelor's degree is limited to 25% of the exemption granted to PhD and master's degree holders. For small companies (as defined in Article 15 §§ 1-6 of the Companies Code), this limit is doubled. These rules have remained unchanged since January 1, 2020."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2997
|
|
msgid "How it works in Odoo"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2999
|
|
msgid "Odoo automates the calculation and declaration of withholding tax exemptions using predefined payroll structures. Below is an explanation of how the system processes these exemptions."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:3002
|
|
msgid "Navigate to :menuselection:`Payroll app --> Reporting --> 274.XX Sheets` to create a new declaration."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:3005
|
|
msgid "Select the reference :guilabel:`Year` and :guilabel:`Month`, and the different amounts are computed accordingly."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:3008
|
|
msgid "**Payroll calculation**"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:3010
|
|
msgid "Odoo calculates gross salary and total withholding tax."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:3011
|
|
msgid "It accounts for specific payroll components, including December double bonuses."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:3013
|
|
msgid "**Filtering eligible payslips**"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:3015
|
|
msgid "Payslips linked to research-related contracts are considered."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:3016
|
|
msgid "Employees are categorized based on their qualifications (PhD, master's, or bachelor's degrees)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:3018
|
|
msgid "**Exemption calculation**"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:3020
|
|
msgid "The withholding tax exemption is calculated at 80% of the withheld amount."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:3021
|
|
msgid "Exemptions for bachelor's degree holders are capped according to regulations."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:3023
|
|
msgid "**Final adjustments**"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:3025
|
|
msgid "The system ensures compliance with legal capping rules."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:3026
|
|
msgid "If necessary, adjustments are made based on the total exemption granted."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:3028
|
|
msgid "Click on :guilabel:`Export XML file` to generate the file to post on FINPROF portal and the structured communication to link to your payment."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:-1
|
|
msgid "274.XX XML file."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:3034
|
|
msgid "Click on :guilabel:`Create 274.XX Sheets` to generate the :file:`.pdf` files of those declarations."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:3037
|
|
msgid "In order to for the exemption to work properly, the *Certificate Level* should be correctly configured on the employee's form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:3040
|
|
msgid "The *Time Percentage R&D* rate should be specified on the employee's contract form as well."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:3042
|
|
msgid "If the accounting application is installed and running properly, you can also post directly the different amounts in your accounting entries with the :guilabel:`Post Journal Entries` button."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:3046
|
|
msgid "If the *Post Journal Entries* is not present on the wizard, you need to configure the journal and the different accounts for each amount type from :menuselection:`Payroll app --> Configuration --> Settings`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:3050
|
|
msgid "In the :guilabel:`Belgian Localization` section, complete each of the :guilabel:`Witholding Taxes Exemption` journal entry accounts."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:3053
|
|
msgid "Employers using Odoo can efficiently manage and report withholding tax exemptions, ensuring compliance with regulatory requirements."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:3056
|
|
msgid "For further details, consult the Odoo finance documentation or your tax adviser."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:3061
|
|
msgid "281.10 Declaration"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:3066
|
|
msgid "The Belgian fiscal declaration 281.10 is an annual statement that employers must submit to the tax authorities, detailing the salaries and benefits provided to each employee. This declaration ensures accurate tax calculations and compliance with Belgian tax regulations."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:3071
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:3141
|
|
msgid "Generating the declaration in Odoo"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:3073
|
|
msgid "Odoo provides a streamlined process for generating the 281.10 declaration, offering both a comprehensive XML file for electronic submission and individual PDF files for record-keeping."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:3077
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:3147
|
|
msgid "Global XML declaration"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:3079
|
|
msgid "To generate the global XML file in Odoo, navigate to :menuselection:`Payroll app --> Reporting --> 281.10 Sheet`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:3082
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:3152
|
|
msgid "Then, create a new record by selecting the reference :guilabel:`Year`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:3085
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:3155
|
|
msgid "The :guilabel:`Sending Type` and :guilabel:`Treatment Type` options are currently experimental and should be kept at their default values to ensure a valid original declaration."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:3088
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:3158
|
|
msgid "Click the :guilabel:`Populate` button to generate the eligible employees, then click the :guilabel:`Create XML` button. A green indicator will appear to confirm successful file generation."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:3092
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:3162
|
|
msgid "Individual PDF declaration"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:3094
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:3164
|
|
msgid "To generate individual PDF files for each employee, click the :guilabel:`Populate` button. A line is generated for each employee who received a payslip during the reference year."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:3098
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:3168
|
|
msgid "The PDF files are generated automatically in batches of 30, so the process may take some time to complete."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:3105
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:3175
|
|
msgid "Select the employees whose documents you want to post, then click the :guilabel:`Post PDF` button."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:3107
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:3177
|
|
msgid "Once posted, employees can access the PDF from their documents portal via the :icon:`fa-file-text` :guilabel:`Documents` smart button on their profile."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:3111
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:3181
|
|
msgid "Submitting the XML declaration"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:3113
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:3183
|
|
msgid "After generating the XML file, it must be submitted to the Belgian tax authorities. Ensure you are familiar with the `official submission process <https://finances.belgium.be/fr/E-services/Belcotaxonweb/documentation-technique>`_."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:3117
|
|
msgid "The XML files containing the fiscal data to be sent via the Belcotax-on-web (BOW) application must be converted to the .bow format."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:3120
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:3190
|
|
msgid "This conversion requires the use of a validation module available under the *Technical Documentation* section."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:3123
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:3193
|
|
msgid "The validation module has two prerequisites:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:3125
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:3195
|
|
msgid "Java 8 must be installed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:3126
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:3196
|
|
msgid "The certificate authority that signed the validation module must be recognized."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:3131
|
|
msgid "281.45 Declaration"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:3136
|
|
msgid "The Belgian fiscal declaration 281.45 is an annual statement that entities must submit to the tax authorities, detailing the amounts of author's rights and neighboring rights paid to beneficiaries. This declaration ensures accurate tax reporting and compliance with Belgian tax regulations."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:3143
|
|
msgid "Odoo provides a streamlined process for generating the 281.45 declaration, offering both a comprehensive XML file for electronic submission and individual PDF files for record-keeping."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:3149
|
|
msgid "To generate the global XML file in Odoo, navigate to :menuselection:`Payroll app --> Reporting --> 281.45 Sheet`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:3187
|
|
msgid "The XML files containing the fiscal data to be sent via the Belcotax-on-web (BOW) application must be converted to the :file:`.bow` format."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:3
|
|
msgid "Egypt"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:5
|
|
msgid "The Egypt **Payroll** localization package enables payroll processing that fully complies with Egyptian labor laws. It calculates progressive income tax, employee- and employer-paid social security, and core salary components, including housing and transportation allowances."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:12
|
|
msgid ":ref:`Install <general/install>` the following modules to get all the features of the Egypt **Payroll** localization:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:18
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/jordan.rst:19
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:20
|
|
msgid "Name"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:19
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/jordan.rst:20
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:21
|
|
msgid "Technical name"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:20
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/jordan.rst:21
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:22
|
|
msgid "Description"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:21
|
|
msgid ":guilabel:`Egypt - Payroll`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:22
|
|
msgid "`l10n_eg_hr_payroll`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:23
|
|
msgid "Payroll module includes all salary rules, leave logic, and compensation rules compliant with Egyptian Labor Law."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:25
|
|
msgid ":guilabel:`Egypt - Payroll with Accounting`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:26
|
|
msgid "`l10n_eg_hr_payroll_account`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:27
|
|
msgid "Adds account mappings related to payroll calculations."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:30
|
|
msgid ":doc:`Egypt fiscal localization documentation <../../../finance/fiscal_localizations/egypt>`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:33
|
|
msgid "Egyptian employee contracts"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:35
|
|
msgid "Once an employee has been :doc:`created in the database <../../employees/new_employee>`, a :ref:`contract must be created <payroll/new-contract>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:38
|
|
msgid "To check if the user already has a contract, navigate to the **Employees** app, then click on the employee's Kanban card. The :icon:`fa-book` :guilabel:`Contracts` smart button displays a red zero when no contract exists. Otherwise, it displays :guilabel:`In contract since (contract start date)` in green."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:44
|
|
msgid "Contracts can also be found by navigating to :menuselection:`Employees app --> Employees --> Contracts`. All contracts appear in a list view, grouped by status."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:47
|
|
msgid "Populate the following contractual information in the :guilabel:`Salary Information` tab of the contract:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:50
|
|
msgid ":guilabel:`Social Insurance Reference Amount`: Used as the base amount for calculating the :ref:`social insurance employee and employer portions <payroll/payroll_localizations/social-insurance>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:53
|
|
msgid ":guilabel:`Number of Leave Days`: Used for calculating the :ref:`provision amount for the annual leave for the employee <payroll/payroll_localizations/provisions>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:55
|
|
msgid ":guilabel:`Provision Number of Days`: Corresponds with the number of days used in the calculation of the :ref:`provision value of the end of service for the employee <payroll/payroll_localizations/provisions>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:58
|
|
msgid ":guilabel:`Total Number of Days`: Refers to the number of days used to calculate the :ref:`end-of-service benefit paid to the employee when their employment with the company ends <payroll/payroll_localizations/end-of-service>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:65
|
|
msgid "Social insurance"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:67
|
|
msgid "Social insurance rules calculate the contribution amounts that are to be paid by the employer and employee to the :abbr:`NOSI (National Organization for Social Insurance)`. This is only available for Egyptian employees."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:71
|
|
msgid "The employer contributes 18.75% of the social insurance reference amount for the employee. On the other hand, the employee contributes 11% of their insurance reference amount, and that amount gets deducted from the payslip amount."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:76
|
|
msgid "The social insurance reference amount is set per employee in their contracts."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:79
|
|
msgid "Leaves"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:81
|
|
msgid "The following leave types are available to employees working in Egypt: :ref:`Annual leave <payroll/payroll_localizations/annual>`, :ref:`Sick leave <payroll/payroll_localizations/sick>`, :ref:`Unpaid leave <payroll/payroll_localizations/unpaid>`, and :ref:`Other leave types <payroll/payroll_localizations/other>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:91
|
|
msgid "Employees are eligible for 21 days of annual leave, and if the employee requires more days, they have to be :ref:`requested from HR managers <time_off/request-allocation>` accordingly."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:95
|
|
msgid "Since the annual leave is fully paid, it is not connected to a salary rule, but it will appear on the worked days on the payslip form and on the PDF printout."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:101
|
|
msgid "Sick leave"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:103
|
|
msgid "Three cases exist for sick leaves in terms of the amount to be deducted from the employee:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:105
|
|
msgid ":guilabel:`Fully paid`: first 30 calendar days each year (affects only working entries; no payroll deduction)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:108
|
|
msgid "**Payroll computation** =(Daily Wage)"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:110
|
|
msgid ":guilabel:`75% paid`: next 60 days; payroll rule deducts 25% of an employee's salary."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:112
|
|
msgid "**Payroll computation** =(Daily Wage * 0.25)"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:114
|
|
msgid ":guilabel:`0% paid`: after 90 days; payroll rule deducts 100% of an employee's salary."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:116
|
|
msgid "**Payroll computation** =(Daily Wage * 0.00)"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:121
|
|
msgid "Unpaid leave"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:123
|
|
msgid "Deductions are applied on the employee's salary based on the number of unpaid leave days taken, and it is calculated by dividing the monthly salary for the employee by 30 to get the daily salary and then multiplying it by the number of unpaid leave days taken."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:130
|
|
msgid "Other leave types"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:132
|
|
msgid "These are leave types considered fully paid and do not affect the end payslip, but are tracked in the working entries:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:135
|
|
msgid "Maternity leave"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:136
|
|
msgid "Hajj leave"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:137
|
|
msgid "Death leave"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:140
|
|
msgid "Income tax"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:142
|
|
msgid "In Egypt, employees are subject to a progressive income tax system, where tax rates increase with higher annual income brackets."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:148
|
|
msgid "Depending on the annual income of the employee, the following rates apply:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:154
|
|
msgid "Taxable Amount"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:155
|
|
msgid "<600k"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:156
|
|
msgid "600k - 699k"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:157
|
|
msgid "700k - 799k"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:158
|
|
msgid "800k - 899k"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:159
|
|
msgid "900k - 1.2M"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:160
|
|
msgid ">1.2M"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:161
|
|
msgid "0%"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:162
|
|
msgid "1-40k"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:168
|
|
msgid "10%"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:169
|
|
msgid "More than 40k to 55k"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:170
|
|
msgid "1 - 55k"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:175
|
|
msgid "15%"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:176
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:177
|
|
msgid "More than 55k to 70k"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:178
|
|
msgid "1 - 70k"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:182
|
|
msgid "20%"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:183
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:184
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:185
|
|
msgid "More than 70k to 200k"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:186
|
|
msgid "1 - 200k"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:189
|
|
msgid "22.5%"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:190
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:191
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:192
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:193
|
|
msgid "More than 200k to 400k"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:194
|
|
msgid "1 - 400k"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:196
|
|
msgid "25%"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:197
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:198
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:199
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:200
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:201
|
|
msgid "More than 400k"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:202
|
|
msgid "1 - 1.2M"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:203
|
|
msgid "27.5%"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:209
|
|
msgid "More than 1.2M"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:212
|
|
msgid "Exemptions"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:214
|
|
msgid "Employees are eligible to an EGP 20,000 personal exception on their gross income."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:217
|
|
msgid "Overtime"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:219
|
|
msgid "Depending on the time of day and the time at which the overtime is recorded in, the additional amount to be paid to the employee can be as follows:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:222
|
|
msgid "During daytime hours on working days, the amount is 1.35x times the employee's hourly wage."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:223
|
|
msgid "During nighttime hours on working days, the amount is 1.70x times the employee's hourly wage."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:224
|
|
msgid "On rest days and public holidays: The amount is 2.0x times the employee's hourly wage."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:227
|
|
msgid "Overtime hours are registered as other inputs directly on payslips."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:232
|
|
msgid "Provisions"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:234
|
|
msgid "Provisions are the amounts computed by the employer to account for the payments made to the employee for :abbr:`EOS (end-of-service)` benefits or annual leave. And it is computed on a monthly basis."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:238
|
|
msgid "End of service benefit provision"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:240
|
|
msgid "It is computed by dividing the end of service Provision Number of Days by 12 and multiplying the result by the daily salary for the employee."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:243
|
|
msgid "\\text{Payroll computation} = \\frac{\\text{Provision Number of Days}}{12} \\times \\frac{\\text{Wage} + \\text{Allowances}}{30}"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:249
|
|
msgid "Annual leave provision"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:251
|
|
msgid "It is computed by dividing the number of leave days by 12 and multiplying the result by the daily salary for the employee."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:254
|
|
msgid "\\text{Payroll computation} = \\frac{\\text{Number of Leave Days}}{12} \\times \\frac{\\text{Wage} + \\text{Allowances}}{30}"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:262
|
|
msgid "End of service"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:264
|
|
msgid "At the end of the service slip that is generated for the employee, there are the following points that are unique only to the payslip:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:268
|
|
msgid "Unused leaves compensation"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:270
|
|
msgid "The number of available annual leaves is shown on the employee's record. It is based on the annual leave type defined in the Payroll settings. It is calculated as the total remaining allocations for that specific leave type assigned to the employee."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:274
|
|
msgid "That number is then multiplied by the daily rate for the employee and added as an allowance on their payslip."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:278
|
|
msgid "End of service benefit"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:280
|
|
msgid "It is calculated by multiplying the daily wage of the employee by the number of days for the end of service that is set in the employee's contract."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:283
|
|
msgid "\\text{Payroll computation} = \\frac{\\text{Wage + Allowances}}{30} \\times \\text{End of Service Number of Days}"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:289
|
|
msgid "Out of contract"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:291
|
|
msgid "Out-of-contract days are the days that fall within the payslip period but are not included in the employee's contract period. The corresponding amount is added as a deduction on the payslip and is calculated by multiplying the number of out-of-contract days by the employee's daily wage."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:295
|
|
msgid "\\text{Payroll computation} = \\frac{\\text Wage + Allowances}{\\text{Days in the Month}} \\times \\text{Out of Contract Days}"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/employment_hero.rst:3
|
|
msgid "Employment Hero Payroll"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/employment_hero.rst:5
|
|
msgid "The `Employment Hero <https://employmenthero.com/>`_ module synchronises payslip accounting entries (e.g., expenses, social charges, liabilities, taxes) automatically from Employment Hero to Odoo. Payroll administration is still done in Employment Hero, but the **journal entries** are done in Odoo."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/employment_hero.rst:11
|
|
msgid "KeyPay was rebranded as **Employment Hero** in March 2023."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/employment_hero.rst:18
|
|
msgid ":ref:`Activate <general/install>` the :guilabel:`Employment Hero Payroll` module (`l10n_employment_hero`)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/employment_hero.rst:20
|
|
msgid "Configure the **Employment Hero API** by going to :menuselection:`Accounting --> Configuration --> Settings`. More fields become visible after clicking on :guilabel:`Enable Employment Hero Integration`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/employment_hero.rst:0
|
|
msgid "Enabling Employment Hero Integration in Odoo Accounting displays new fields in the\n"
|
|
"settings"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/employment_hero.rst:28
|
|
msgid "The API Key can be found in the :guilabel:`My Account` section of the Employment Hero platform."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/employment_hero.rst:0
|
|
msgid "\"Account Details\" section on the Employment Hero dashboard"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/employment_hero.rst:33
|
|
msgid "The **Payroll URL** is left empty by default to avoid any confusion. Please fill it according to the documentation specific to the localization."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/employment_hero.rst:37
|
|
msgid "Employment hero is available for :ref:`Australia <payroll/l10n_au/employment-hero>`, :ref:`Malaysia <malaysia/employment-hero>`, :ref:`New Zealand <new-zealand/employment-hero>`, :ref:`Singapore <singapore/employment-hero>`, and the :ref:`United Kingdom <localization/united-kingdom/employment-hero>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/employment_hero.rst:43
|
|
msgid "The **Business ID** can be found in the Employment Hero URL. (i.e., `189241`)"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/employment_hero.rst:0
|
|
msgid "The Employment Hero Business ID number is in the URL"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/employment_hero.rst:48
|
|
msgid "Choose any Odoo journal to post the payslip entries."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/employment_hero.rst:49
|
|
msgid "Configure the tax by going to :menuselection:`Accounting --> Configuration --> Taxes`. Create the necessary taxes for the Employment Hero payslip entries. Fill in the tax code from **Employment Hero** in the :guilabel:`Matching Employment Hero Tax` field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/employment_hero.rst:54
|
|
msgid "How does the API work?"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/employment_hero.rst:-1
|
|
msgid "Example of a Employment Hero Journal Entry in Odoo Accounting (Australia)"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/employment_hero.rst:63
|
|
msgid "By default, the synchronisation happens once per week. The records can be fetched manually by going to :menuselection:`Accounting --> Configuration --> Settings` and, in the :guilabel:`Enable Employment Hero Integration` option, click on :guilabel:`Fetch Payruns Manually`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/employment_hero.rst:67
|
|
msgid "Employment Hero payslip entries also work based on double-entry bookkeeping."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/employment_hero.rst:69
|
|
msgid "The accounts used by Employment Hero are defined in the section :guilabel:`Payroll settings`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/employment_hero.rst:-1
|
|
msgid "Chart of Accounts menu in Employment Hero"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/employment_hero.rst:74
|
|
msgid "For the API to work, create the same accounts as the default accounts of the Employment Hero business (**same name and same code**) in Odoo. The correct account types must be chosen in Odoo to generate accurate financial reports."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:3
|
|
msgid "Hong Kong"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:8
|
|
msgid "Ensure the :guilabel:`Hong Kong - Payroll` (`l10n_hk_hr_payroll`) module is installed before proceeding."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:14
|
|
msgid "Create employees"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:16
|
|
msgid "Go to the :menuselection:`Employees` app and click :guilabel:`New`. Then, configure the following fields:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:19
|
|
msgid "Under the :guilabel:`Work Information` tab"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:21
|
|
msgid ":guilabel:`Working Hours`: :guilabel:`HK Standard 40 hours/week` option **must** be selected."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:23
|
|
msgid "Under the :guilabel:`Private Information` tab"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:25
|
|
msgid ":guilabel:`Surname, Given Name, Name in Chinese`: name of the employee."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:26
|
|
msgid ":guilabel:`Private Address`: address of the employee."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:27
|
|
msgid ":guilabel:`Bank Account Number`: employee's bank account number."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:28
|
|
msgid ":guilabel:`Current Rental`: employee's rental records (if rental allowance is applicable)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:29
|
|
msgid ":guilabel:`Autopay Type`: :guilabel:`BBAN`, :guilabel:`SVID`, :guilabel:`EMAL`, etc."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:30
|
|
msgid ":guilabel:`Autopay Reference`: autopay reference number."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:31
|
|
msgid ":guilabel:`Identification No`: HKID of the employee."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:32
|
|
msgid ":guilabel:`Gender`: gender of the employee."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:35
|
|
msgid "For the :guilabel:`Bank Account Number`, this account should be set as :guilabel:`Trusted` before further processing."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:38
|
|
msgid "To achieve this, click on the right-arrow button next to :guilabel:`Bank Account Number` field. Set the :guilabel:`Send Money` to :guilabel:`Trusted` by clicking on the toggle."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:42
|
|
msgid "To populate the :guilabel:`Current Rental`, click on the :guilabel:`History` button. Then, click on :guilabel:`New`. Fill in the relevant details and save the rental record. Upon saving the record, the rental contract :guilabel:`state` will be visible (at the top-right corner) and can be set to :guilabel:`Running`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:47
|
|
msgid "Under the :guilabel:`HR Settings` tab:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:49
|
|
msgid ":guilabel:`Volunteer Contribution Option`: select either :guilabel:`Only Mandatory Contribution`, :guilabel:`With Fixed %VC`, or :guilabel:`Cap 5% VC`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:51
|
|
msgid ":guilabel:`MPF Manulife Account`: account number, if applicable."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:56
|
|
msgid "Manage contracts"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:58
|
|
msgid "Once the new employee has been created, click the :guilabel:`Contracts` smart button on the employee record, or navigate to :menuselection:`Employees app --> Employees --> Contracts`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:62
|
|
msgid "Only **one** contract can be active simultaneously per employee, but an employee can be assigned consecutive contracts during their employment."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:65
|
|
msgid "The following are critical for setting up a contract:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:67
|
|
msgid ":guilabel:`Salary Structure Type`: set as :guilabel:`CAP57: Hong Kong Employee`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:68
|
|
msgid ":guilabel:`Contract Start Date`: start date of employment."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:69
|
|
msgid ":guilabel:`Working Schedule`: set as :guilabel:`HK Standard 40 hours/week` (from employee record)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:70
|
|
msgid ":guilabel:`Work Entry Source`: select either :guilabel:`Working Schedule`, :guilabel:`Attendances` or :guilabel:`Planning`. This field determines how the work entries are accounted for in the payslip."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:74
|
|
msgid ":guilabel:`Working Schedule`: the work entries are generated automatically based on the employee's working schedule."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:76
|
|
msgid ":guilabel:`Attendances`: the work entries are generated based on the check-in/out period logged in the *Attendances*."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:78
|
|
msgid ":guilabel:`Planning`: the work entries are generated from planning shifts only."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:80
|
|
msgid "Under the :guilabel:`Salary Information` tab"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:82
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:61
|
|
msgid ":guilabel:`Wage Type`: select :guilabel:`Fixed Wage` for Full-time or Part-time employees, or :guilabel:`Hourly Wage` for employees who are paid hourly."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:84
|
|
msgid ":guilabel:`Schedule Pay`: the frequency of payslip issuance."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:85
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:64
|
|
msgid ":guilabel:`Wage`: :guilabel:`Monthly` or :guilabel:`Hourly` depending on the :guilabel:`Wage Type`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:87
|
|
msgid ":guilabel:`Internet Subscription`: this is an **optional** field to provide additional internet allowance on top of the current salary package."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:91
|
|
msgid "Timesheets do **not** impact work entries in Odoo."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:93
|
|
msgid "Once all information has been setup, set the contract status to :guilabel:`Running` by clicking the :guilabel:`Running` button in the top-right of the page."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:-1
|
|
msgid "Hong Kong employment contract."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:104
|
|
msgid "Once the employees, and their contracts, are configured, payslips can be generated in the *Payroll* app."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:107
|
|
msgid "Odoo provides **four** different salary structures under CAP57 regulation:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:109
|
|
msgid ":guilabel:`CAP57: Employees Monthly Pay`: to process the monthly employee salary."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:110
|
|
msgid ":guilabel:`CAP57: Payment in Lieu of Notice`: to process final payment upon contract termination using :abbr:`ADW (Average Daily Wage)`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:112
|
|
msgid ":guilabel:`CAP57: Long Service Payment`: applicable to employees with more than five years of service upon contract termination."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:114
|
|
msgid ":guilabel:`CAP57: Severance Payment`: applicable to employees with more than two years of service upon contract termination."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:117
|
|
msgid "Before running the payslips, the accounts used in the salary rule can be adjusted by navigating to :menuselection:`Payroll app --> Configuration --> Rules`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:-1
|
|
msgid "Hong Kong Salary Rules."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:123
|
|
msgid "Odoo can create pay runs in two ways: via :ref:`batch <payroll/l10n_hk/batch_payslips>` or :ref:`individual <payroll/l10n_hk/individual_payslips>` payslips."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:129
|
|
msgid "Batch payslips"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:131
|
|
msgid "This method of payslip generation is used for recurring payments, since multiple employee payslips can be managed at once. Go to :menuselection:`Payroll app --> Payslips --> Batches`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:134
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:158
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:399
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:418
|
|
msgid "Click on :guilabel:`New`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:135
|
|
msgid "Enter a :guilabel:`Batch Name` (e.g. `2024 - Jan`) and :guilabel:`Period` (e.g. `01/01/2024` - `01/31/2024`)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:137
|
|
msgid "Click on :guilabel:`Generate Payslips`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:138
|
|
msgid "Choose which :guilabel:`Salary Structure` to use for this batch. The department filter allows the batch to only apply to a specific group of employees."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:140
|
|
msgid "Click on :guilabel:`Generate`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:141
|
|
msgid "A :guilabel:`Payslips` smart button is created automatically."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:143
|
|
msgid "Next, click :guilabel:`Create Draft Entry` to generate a draft journal entry found in the :guilabel:`Other Info` tab of each payslip. A :guilabel:`Confirmation` pop-up window appears asking :guilabel:`Are you sure you want to proceed?`. Click :guilabel:`Ok` to create the journal entries."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:150
|
|
msgid "Individual payslips"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:152
|
|
msgid "Go to :menuselection:`Payroll app --> Payslips --> All Payslips`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:154
|
|
msgid "This method of payslip generation is commonly used to handle non-recurring payments (e.g. :guilabel:`CAP57: Payment in Lieu of Notice`, :guilabel:`CAP57: Long Service Payment` or :guilabel:`CAP57: Severance Payment`)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:159
|
|
msgid "Select an :guilabel:`Employee`. When selected, the :guilabel:`Contract` is filled out automatically."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:161
|
|
msgid "Add a pay :guilabel:`Period`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:162
|
|
msgid "Select a salary :guilabel:`Structure` (e.g. :guilabel:`CAP57: Employees Monthly Pay`)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:163
|
|
msgid "The :guilabel:`Worked Days & Inputs` tab automatically compute the worked days/hours and time off leaves that are applicable."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:165
|
|
msgid "Additional payslip items can be added at this time (e.g. :guilabel:`Commissions`, :guilabel:`Deductions`) under the :guilabel:`Other Inputs` section."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:167
|
|
msgid "Click on :guilabel:`Compute Sheet` button to generate the payslip lines. This button updates the :guilabel:`Salary Computation` tab."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:171
|
|
msgid "If the work entry for an employee was amended, click the :icon:`fa-cog` :guilabel:`(gear)` icon, then click :guilabel:`Recompute Whole Sheet` to refresh the payslip's :guilabel:`Worked Days & Inputs` tab."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:175
|
|
msgid "The :guilabel:`Salary Computation` tab shows the detailed breakdown of the computation, based on the salary rules configured for each structure type."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:178
|
|
msgid ":guilabel:`Rent Allowance`: amount derived from the employee's active rental record."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:179
|
|
msgid ":guilabel:`Basic Salary`: amount of base salary provided (after rent allowance deduction)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:180
|
|
msgid ":guilabel:`713 Gross`: net payable amount considering *Commission*, *Internet Allowance*, *Reimbursements*, *Back-pay*, *Deduction*, etc."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:182
|
|
msgid ":guilabel:`MPF Gross`: net payable amount from 713 gross after consideration of additional allowances, deductions, and end-of-year payment."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:184
|
|
msgid ":guilabel:`Employee Mandatory Contribution`: employee MPF Contribution."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:185
|
|
msgid ":guilabel:`Employer Mandatory Contribution`: employer MPF Contribution."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:186
|
|
msgid ":guilabel:`Gross`: net payable amount from MPF gross after consideration of MPF deductions."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:187
|
|
msgid ":guilabel:`Net Salary`: final payable amount to be paid to the employee."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:190
|
|
msgid "There are no MPF contributions for the first month. Both employee and employer contribution starts on second month."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:-1
|
|
msgid "Hong Kong Salary computation."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:196
|
|
msgid "Under the :guilabel:`Other Inputs` section in :guilabel:`Worked Days & Inputs` tab, there are additional manual input types:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:199
|
|
msgid ":guilabel:`Back Pay`: additional salary payout can be included under this category."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:200
|
|
msgid ":guilabel:`Commission`: the commission earned during the period can be manually entered here."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:201
|
|
msgid ":guilabel:`Global Deduction`: a lump-sum deduction from the entire payslip."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:202
|
|
msgid ":guilabel:`Global Reimbursement`: a lump-sum reimbursement to the entire payslip."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:203
|
|
msgid ":guilabel:`Referral Fee`: the additional bonus offered for any form of business-related referral."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:204
|
|
msgid ":guilabel:`Moving Daily Wage`: to override the :abbr:`ADW (Average Daily Wage)` value used for leaves computation."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:206
|
|
msgid ":guilabel:`Skip Rent Allowance`: if set, the rental allowance is excluded from the current payslip."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:208
|
|
msgid ":guilabel:`Custom Average Monthly Salary`: to override the average monthly salary used for end-of-year payment (rule is only applicable to payslips generated in December)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:210
|
|
msgid ":guilabel:`Lieu of Notice Period (Months)`: only applicable to :guilabel:`CAP57: Payment in Lieu of Notice` salary structure. By default, the final payout is set as 1-month. Use the :guilabel:`Count` field under the :guilabel:`Other Inputs` section to set a different notice period duration."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:215
|
|
msgid "Once the payslips are ready, click on :guilabel:`Compute Sheet`, followed by :guilabel:`Create Draft entry` to generate a draft journal entry found in the :guilabel:`Other Info` tab of the payslip."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:221
|
|
msgid "Once the draft journal entries have been posted, the company can now pay the employees. The user can choose between **two** different *payment methods*:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:224
|
|
msgid "From the employee's payslip (:menuselection:`Payroll app --> Payslips --> All Payslips`), once the payslip's journal entry has been posted, click :guilabel:`Register Payment`. The process is the same as :doc:`paying vendor bills <../../../finance/accounting/payments>`. Select the desired bank journal and payment method, then later reconcile the payment with the corresponding bank statement."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:228
|
|
msgid "For batch payments (:menuselection:`Payroll app --> Payslips --> Batches`), once all draft journal entries from the batch are confirmed, click :guilabel:`Mark as Paid` to post the payment journal entry. Then :doc:`create a payment <../../../finance/accounting/payments>` in the *Accounting* app, and reconcile accordingly."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:234
|
|
msgid "Attendances and hourly wage"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:236
|
|
msgid "To configure the contract for an employee paid hourly using the *Attendances* app for hours tracking, navigate to :menuselection:`Payroll app --> Contracts --> Contracts`. Create a new :ref:`contract <payroll/l10n_hk/manage_contracts>`. It is important to remember to set the :guilabel:`Work Entry Source` as :guilabel:`Attendances`, and :guilabel:`Wage Type` as :guilabel:`Hourly Wage`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:242
|
|
msgid "To record the hours logged by the employee using *Attendances* app:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:244
|
|
msgid "Go to :menuselection:`Attendances app`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:245
|
|
msgid "The employee can check-in/out, via the kiosk mode and the time will be logged automatically."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:246
|
|
msgid "In the :menuselection:`Payroll app`, review the attendance work entries generated from :menuselection:`Payroll app --> Work Entries --> Work Entries`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:248
|
|
msgid "Next, generate the :ref:`payslips <payroll/l10n_hk/running_payslips>` and process the payment."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:-1
|
|
msgid "Hong Kong Attendance Work Entry."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:-1
|
|
msgid "Hong Kong Attendance Payslip."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:257
|
|
msgid "Time Off with Payroll"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:259
|
|
msgid "The work entry types and time off types are fully integrated between the *Time Off* and *Payroll* apps. There are several default time off types and work entry types specific to Hong Kong which are installed automatically along with the *Hong Kong - Payroll* module."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:263
|
|
msgid "Go to :menuselection:`Payroll app --> Configuration --> Work Entry Types` and click :guilabel:`New`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:265
|
|
msgid "There are two checkboxes to be considered when setting up the work entry type:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:267
|
|
msgid ":guilabel:`Use 713`: Include this leave type as part of 713 computation."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:268
|
|
msgid ":guilabel:`Non-full pay`: 80% of the :abbr:`ADW (Average Daily Wage)`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:-1
|
|
msgid "Hong Kong Work Entry Type."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:274
|
|
msgid ":ref:`Creating and configuring work entry types <payroll/work-entries>`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:277
|
|
msgid "Understanding 713 Ordinance"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:279
|
|
msgid "The *Hong Kong - Payroll* module is compliant with 713 Ordinance which relates to the :abbr:`ADW (Average Daily Wage)` computation to ensure fair compensation for employees."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:282
|
|
msgid "The ADW computation is as follows:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:287
|
|
msgid "Hong Kong ADW Formula."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:287
|
|
msgid ":abbr:`ADW (Average Daily Wage)` equals the total wage in a 12-month period, minus the wages of non-full pay, divided by the total days in a 12-month period minus the days of non-full pay."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:291
|
|
msgid "For 418 compliance, there is no automated allocation of the *Statutory Holiday* entitlement to the employees. As soon as 418 requirements are met, manually allocate the leaves, via the *Time Off* app."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:296
|
|
msgid "Before generating payslips, ensure the statuses are :guilabel:`Done` to validate the outcome."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:301
|
|
msgid "Period"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:302
|
|
msgid "Days"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:303
|
|
msgid "Wage"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:304
|
|
msgid "Commission"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:305
|
|
msgid "Total"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:306
|
|
msgid "ADW"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:307
|
|
msgid "Leave Value"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:308
|
|
msgid "Jan"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:309
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:323
|
|
msgid "31"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:310
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:312
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:317
|
|
msgid "$20200"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:311
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:325
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:332
|
|
msgid "$0"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:313
|
|
msgid "$651.61 ($20200/31)"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:314
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:321
|
|
msgid "N/A"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:315
|
|
msgid "Feb"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:316
|
|
msgid "28"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:318
|
|
msgid "$5000"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:319
|
|
msgid "$25200"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:320
|
|
msgid "$769.49 ($45400/59)"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:322
|
|
msgid "Mar (One Day Annual Leave)"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:324
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:326
|
|
msgid "$20324.33"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:327
|
|
msgid "$730.27 ($65724.33/90)"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:328
|
|
msgid "$769.49"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:329
|
|
msgid "Apr (One Day 80% Sick Leave)"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:331
|
|
msgid "$20117.56"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:335
|
|
msgid "$584.22 ($730.27*0.8)"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:338
|
|
msgid "Here is an example demonstrating the 713 logic:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:340
|
|
msgid "**Jan**: Generate a payslip with a monthly wage of $20200. The :abbr:`ADW (Average Daily Wage)` is always computed on a cumulative basis of the trailing 12-months."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:342
|
|
msgid "**Feb**: Generate a similar payslip, but add an :guilabel:`Other Input Type` for the :guilabel:`Commission`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:344
|
|
msgid "**Mar**: Apply for **one** full-paid annual leave in March. The salary compensation for the leave taken is based on :abbr:`ADW (Average Daily Wage)` thus far."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:0
|
|
msgid "Hong Kong March 713."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:350
|
|
msgid "**Apr**: Apply for a 1-day non-full pay leave in April. Since this is a non-full pay leave, the :abbr:`ADW (Average Daily Wage)` is computed accordingly."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:0
|
|
msgid "Hong Kong April 713."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:357
|
|
msgid "The value of :abbr:`ADW (Average Daily Wage)` is computed in the backend, and not be visible to the user."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:361
|
|
msgid "`HK 713 Ordinance <https://www.labour.gov.hk/eng/public/wcp/ConciseGuide/Appendix1.pdf>`_"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:362
|
|
msgid "`HK 418 Ordinance <https://www.workstem.com/hk/en/blog/418-regulations/>`_"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:365
|
|
msgid "Generate reports"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:367
|
|
msgid "Before generating the below reports, setup the following in :menuselection:`Settings app --> Payroll`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:370
|
|
msgid "Configure the following in the :guilabel:`Accounting` section:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:372
|
|
msgid "Tick the :guilabel:`Payroll HSBC Autopay` checkbox."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:374
|
|
msgid ":guilabel:`Autopay Type`: Set as :guilabel:`H2H Submission`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:375
|
|
msgid "Select the :guilabel:`Bank Account` to use."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:377
|
|
msgid "Configure the following in the :guilabel:`HK Localization` section:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:379
|
|
msgid ":guilabel:`Employer's Name shows on reports`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:380
|
|
msgid ":guilabel:`Employer's File Number`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:381
|
|
msgid ":guilabel:`Manulife MPF Scheme`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:-1
|
|
msgid "Hong Kong Payroll Settings."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:387
|
|
msgid "IRD report"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:389
|
|
msgid "There are a total of **four** IRD reports available:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:391
|
|
msgid ":guilabel:`IR56B`: employer's Return of Remuneration and Pensions."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:392
|
|
msgid ":guilabel:`IR56E`: notification of Commencement of Employment."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:393
|
|
msgid ":guilabel:`IR56F`: notification of Ceasation of Employment (remaining in HK)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:394
|
|
msgid ":guilabel:`IR56G`: notification of Ceasation of Employment (departing from HK permanently)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:396
|
|
msgid "Go to :menuselection:`Payroll app --> Reporting`, and select one of the :guilabel:`IR56B/E/F/G Sheet` options:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:400
|
|
msgid "Fill in the relevant information for the IRD report."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:401
|
|
msgid "Click on :guilabel:`Populate`, and the :guilabel:`Eligible Employees` smart button appears."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:402
|
|
msgid "The :guilabel:`Employee Declarations` status is :guilabel:`Draft` and changed to :guilabel:`Generated PDF` status once the schedule runs."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:404
|
|
msgid "Once the PDF is generated, the IRD form may be downloaded."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:-1
|
|
msgid "Hong Kong IR56B report."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:410
|
|
msgid "The scheduled action called *Payroll: Generate pdfs* can be manually triggered. It is set by default to run the PDF generation monthly."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:414
|
|
msgid "Manulife MPF sheet"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:416
|
|
msgid "Go to :menuselection:`Payroll app --> Reporting --> Manulife MPF Sheet`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:419
|
|
msgid "Select the relevant :guilabel:`Year`, :guilabel:`Month`, and :guilabel:`Sequence No.`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:420
|
|
msgid "Click on :guilabel:`Create XLSX`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:421
|
|
msgid "The *Manulife MPF XLSX* file is then generated, and available for download."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:-1
|
|
msgid "Hong Kong Manulife Sheet."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:427
|
|
msgid "Odoo will not be developing further reports for other MPF trustee as there will soon be an eMPF platform setup by the local government."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:431
|
|
msgid "`eMPF <https://www.mpfa.org.hk/en/empf/overview>`_"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:434
|
|
msgid "HSBC autopay report"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:436
|
|
msgid "If *HSBC Autopay* is selected as the batch payment method, click on :guilabel:`Create HSBC Autopay Report`, and fill in the mandatory fields:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:-1
|
|
msgid "Hong Kong HSBC Autopay wizard."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:442
|
|
msgid "This creates an :file:`.apc` file format which can be uploaded to the HSCB portal for processing."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/jordan.rst:3
|
|
msgid "Jordan"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/jordan.rst:5
|
|
msgid "The Jordan **Payroll** localization package offers a comprehensive solution for managing payroll in compliance with Jordanian labor laws. It supports income tax calculations using progressive tax brackets, social security contributions from both employees and employers and basic salary calculations, including allowances such as housing and transportation."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/jordan.rst:13
|
|
msgid ":ref:`Install <general/install>` the following modules to get all the features of the Jordan **Payroll** localization:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/jordan.rst:22
|
|
msgid ":guilabel:`Jordan - Payroll`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/jordan.rst:23
|
|
msgid "`l10n_jo_hr_payroll`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/jordan.rst:24
|
|
msgid "Payroll module supporting basic calculation, tax income brackets, and national contribution tax and social security"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/jordan.rst:26
|
|
msgid ":guilabel:`Jordan - Payroll with Accounting`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/jordan.rst:27
|
|
msgid "`l10n_jo_hr_payroll_account`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/jordan.rst:28
|
|
msgid "Bridge module between **Payroll** and **Accounting**"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/jordan.rst:31
|
|
msgid ":doc:`Jordan fiscal localization documentation <../../../finance/fiscal_localizations/jordan>`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/jordan.rst:34
|
|
msgid "Basic calculations"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/jordan.rst:36
|
|
msgid "The Jordan **Payroll** localization package in Odoo provides foundational payroll management tools that are compliant with Jordan's labor laws and regulations. Key features include:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/jordan.rst:39
|
|
msgid "**Basic salary calculations**: Odoo supports the computation of employee salaries based on predefined salary structures, ensuring accurate payroll processing."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/jordan.rst:41
|
|
msgid "**Social security contributions**: It handles social security deductions for employees and employer contributions, aligning with local regulations."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/jordan.rst:43
|
|
msgid "**Taxation support**: The system is configured to handle income tax calculations in Jordan, including deductions based on progressive tax brackets as required by Jordanian labor and tax laws."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/jordan.rst:46
|
|
msgid "**Custom allowances and deductions**: The localization supports additional allowances, deductions, or overtime as part of payroll computation."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/jordan.rst:49
|
|
msgid "These features ensure businesses can manage payroll effectively and comply with Jordanian-specific legal requirements. For enhanced functionality, businesses may leverage Odoo's flexibility to customize payroll workflows."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/jordan.rst:54
|
|
msgid "Social security"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/jordan.rst:56
|
|
msgid "The Jordan **Payroll** localization package in Odoo simplifies social security management by automating calculations for both employees and employers. Contributions are based on a percentage of the employee's basic salary, with a maximum insurable wage cap in line with Jordanian Social Security Corporation (SSC) regulations."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/jordan.rst:62
|
|
msgid "Employee contributions"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/jordan.rst:64
|
|
msgid "Odoo calculates the employee's social security deduction as 7.5% of their basic salary, up to the insurable wage cap of 3,000 JOD. If the employee's salary exceeds this cap, the deduction is based on the capped amount. This ensures compliance with :abbr:`SSC (Jordanian Social Security Corporation)` requirements and reflects accurately on the employee's payslip."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/jordan.rst:70
|
|
msgid "Employer contributions"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/jordan.rst:72
|
|
msgid "For employers, Odoo computes social security contributions as 14.25% of the employee's basic salary, also capped at 3,000 JOD. Like the employee contributions, if the salary exceeds this cap, the employer's contribution is calculated based on the capped amount. These contributions include pensions, workplace injury insurance, and other mandated benefits."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/jordan.rst:80
|
|
msgid "**Capped contributions**: The system ensures that both employee and employer contributions are aligned with the SSC-mandated insurance cap."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/jordan.rst:82
|
|
msgid "**Automated calculations**: Contributions are automatically calculated and included in payroll, reducing errors and administrative work."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/jordan.rst:84
|
|
msgid "**Compliance with regulations**: Odoo's configuration ensures full compliance with Jordanian social security laws, reflecting the correct rates and caps for both sides."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/jordan.rst:88
|
|
msgid "Income tax calculation"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/jordan.rst:90
|
|
msgid "The Jordan **Payroll** localization package automates income tax calculations using progressive tax brackets, ensuring compliance with Jordanian labor laws. The system applies income tax rates based on the employee's annual gross income, with higher brackets subject to increased percentages. The calculations are divided into six brackets, and the appropriate tax is deducted monthly."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/jordan.rst:98
|
|
msgid "**5% bracket**: Applicable to annual gross income up to 5,000 JOD. Odoo calculates 5% of the income within this range. If the gross income is below 5,000 JOD, the entire amount is taxed at 5%."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/jordan.rst:101
|
|
msgid "**10% bracket**: Applicable to annual gross income between 5,001 and 10,000 JOD. Only the portion of income exceeding 5,000 JOD is taxed at 10%. For example, if the gross income is 7,000 JOD, only 2,000 JOD is taxed at 10%."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/jordan.rst:104
|
|
msgid "**15% bracket**: Applicable to annual gross income between 10,001 and 15,000 JOD. The portion of income exceeding 10,000 JOD up to 15,000 JOD is taxed at 15%. For instance, if the gross income is 12,000 JOD, only 2,000 JOD is taxed at 15%."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/jordan.rst:107
|
|
msgid "**20% bracket**: Applicable to annual gross income between 15,001 and 20,000 JOD. Income within this range is taxed at 20%, with deductions automatically adjusted by Odoo."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/jordan.rst:109
|
|
msgid "**25% bracket**: Applicable to annual gross income between 20,001 and 1,000,000 JOD. Income beyond 20,000 JOD up to 1,000,000 JOD is taxed at 25%. For higher incomes, Odoo ensures accurate calculations by applying the cap of this range."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/jordan.rst:112
|
|
msgid "**30% bracket**: Applicable to annual gross income exceeding 1,000,000 JOD. Any income above this amount is taxed at 30%, with the system ensuring accurate monthly deductions for high-income earners."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/jordan.rst:117
|
|
msgid "Automated process"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/jordan.rst:119
|
|
msgid "Odoo determines the appropriate tax bracket for each employee based on their gross annual income and applies the corresponding rates. These deductions are prorated and deducted monthly, simplifying payroll management and ensuring compliance."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/jordan.rst:126
|
|
msgid "**Progressive tax system**: Calculates taxes for each income range individually, ensuring fairness and accuracy."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/jordan.rst:128
|
|
msgid "**Automated deductions**: Ensures a smooth payroll workflows with accurate and timely monthly tax deductions."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/jordan.rst:130
|
|
msgid "**Alignment with Jordanian regulations**: Fully complies with Jordanian tax laws, minimizing manual intervention and errors."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:3
|
|
msgid "United Arab Emirates"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:14
|
|
msgid ":ref:`Install <general/install>` the following modules to get all the features of the **United Arab Emirates** **Payroll** localization:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:23
|
|
msgid ":guilabel:`United Arab Emirates - Payroll`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:24
|
|
msgid "`l10n_ae_hr_payroll`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:25
|
|
msgid "Includes all rules, calculations, and salary structures."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:26
|
|
msgid ":guilabel:`United Arab Emirates - Payroll with Accounting`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:27
|
|
msgid "`l10n_ae_hr_payroll_account`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:28
|
|
msgid "Includes all accounts related to the payroll module."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:31
|
|
msgid ":doc:`United Arab Emirates fiscal localization documentation <../../../finance/fiscal_localizations/united_arab_emirates>`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:37
|
|
msgid "First, configure the :doc:`employee general information <../../employees/new_employee>` and then configure the following fields under the :guilabel:`Private Information` tab:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:40
|
|
msgid ":guilabel:`Nationality (Country)`: The nationality affects an employee's payslips, whether they are nationals or expats."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:42
|
|
msgid ":guilabel:`Identification Number`: Used to extract the :ref:`WPS report <payroll/l10n_ae/wps-reports>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:44
|
|
msgid ":guilabel:`Bank Account`: Used to extract the :ref:`WPS report <payroll/l10n_ae/wps-reports>` and generate payments for those employees."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:48
|
|
msgid "The :guilabel:`Nationality (Country)` field needs to be set even if the employee is a |UAE| national since there is a different type of handling if they are citizens of a |GCC| country."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:54
|
|
msgid "Once the employee form has been created, ensure the :doc:`contract <../contracts>` is enabled by clicking on the :icon:`fa-book` :guilabel:`Contracts` smart button, or going to :menuselection:`Employees --> Contracts`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:58
|
|
msgid "The following contractual information related to employees working in the United Arab Emirates are found under the :guilabel:`Salary Information` tab:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:63
|
|
msgid ":guilabel:`Scheduled Pay`: the frequency of payslip issuance."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:66
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:108
|
|
msgid ":guilabel:`Housing Allowance`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:67
|
|
msgid ":guilabel:`Transportation Allowance`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:68
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:116
|
|
msgid ":guilabel:`Other Allowance`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:71
|
|
msgid "The allowance values set on the contract are used on the payslip lines as allowances."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:73
|
|
msgid ":guilabel:`Number of Leave Days`: Used to specify the number of annual leave days that an employee deserves in a particular year. Regardless of the actual number of leaves that the employee gets (extra leave days for some internal company reasons), the final calculation of the end of service and unpaid leaves is dependent on the number set on this field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:79
|
|
msgid "The :guilabel:`Number of Leave Days` affects the calculation for unpaid leave provisions."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:81
|
|
msgid ":guilabel:`Is DEWS Applied`: DIFC Employee Workplace Savings (DEWS), if the employee is a |UAE| national and has |DEWS| applied, tick this checkbox."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:83
|
|
msgid ":guilabel:`Computed Based On Daily Salary`: Defines the way that the end of service is calculated:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:85
|
|
msgid "Do not tick this checkbox if the standard calculation is to be used. This computes the compensation amount by dividing the monthly salary by **30** and then multiplying it by **21**."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:87
|
|
msgid "Tick this checkbox and directly set the actual :guilabel:`Daily Salary` so that it is used in the end of service calculation."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:91
|
|
msgid "Salary structures and salary rules"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:94
|
|
msgid "Other input rules"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:96
|
|
msgid "The following are the different allowances that can be defined directly on the :doc:`payslip form <../payslips>` to allow for the values that are set against these inputs to affect the |WPS| calculations as monthly variable salaries for the specific employee that they are linked to."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:100
|
|
msgid "Rules that are related to the |WPS| setup, are linked to other input types, and whenever they are used, their values are reflected on the |WPS| as monthly variable salary for that specific employee."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:104
|
|
msgid "**Type**"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:104
|
|
msgid "**Code**"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:106
|
|
msgid ":guilabel:`Conveyance Allowance`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:106
|
|
msgid "`CONVALLOW`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:108
|
|
msgid "`HOUALLOW`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:110
|
|
msgid ":guilabel:`Medical Allowance`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:110
|
|
msgid "`MEDALLOW`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:112
|
|
msgid ":guilabel:`Annual Passage Allowance`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:112
|
|
msgid "`ANNUALPASSALLOW`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:114
|
|
msgid ":guilabel:`Overtime Allowance`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:114
|
|
msgid "`OVERTIMEALLOW`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:116
|
|
msgid "`OTALLOW`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:118
|
|
msgid ":guilabel:`Leave Encashment`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:118
|
|
msgid "`LEAVEENCASH`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:122
|
|
msgid "End of service (EOS)"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:124
|
|
msgid "End of service (EOS) provides the calculation for the allowance that the employee gets at the end of their service. It is triggered when the employee's departure reason is set by archiving the employee's record."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:128
|
|
msgid "There are several different calculations depending on the scenario:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:130
|
|
msgid "*The Employee spent less than a year in the company*: The employee does not get any |EOS| allowance since they are not eligible for it (they are eligible once they complete their first year in the company)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:133
|
|
msgid "*The Employee spent more than a year and less than 5 years in the company*: The employee is eligible for an equivalent of **21** days of salary for each year they spent on the company."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:137
|
|
msgid "There are two ways for calculating the daily wage that gets paid for the employee against the 21 days of the |EOS|: Either by the default way of dividing the monthly basic wage by 30. Or, it can be manually input on the contract of the employee under the *Daily Salary* field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:141
|
|
msgid "*The Employee spent more than 5 years in the company*: The employee is eligible for an equivalent of **30** days of salary for each year they spent on the company. In this case, if the default method is used, then the employee gets paid an equivalent of 1 month of salary, and the set *Daily Salary* field, they will get the amount for the day multiplied by 30."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:147
|
|
msgid "There are two payslips printout formats, one for normal salaries and one for end of service payslips, it is based on the employee being archived and having a departure reason or not."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:151
|
|
msgid "End of service provision (EOS Provision)"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:153
|
|
msgid "The |EOS| provision provides the calculation for the end-of-service provision amount that the company puts aside every month to count for the |EOS| that will be paid to them as an |EOS| allowance."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:157
|
|
msgid "Unlike the |EOS|, the provision is part of the employee's payslip from the start of their contract."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:159
|
|
msgid "Just like the |EOS|, the provision has two calculations depending on the period spent by the employee in the company:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:162
|
|
msgid "Less than 5 years: :math:`\\frac{\\text{Monthly Wage}}{30}\\times{\\frac{21}{12}}`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:163
|
|
msgid "More than 5 years: :math:`\\frac{\\text{Monthly Wage}}{30}\\times{\\frac{30}{12}}`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:166
|
|
msgid "This rule is not shown to the employee on the payslip printout and it does not affect their net payable, it is only for internal use by the company."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:170
|
|
msgid "Annual leave provisions"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:172
|
|
msgid "Annual leave provisions are used for calculating the annual leave provision accumulated each month, just like the |EOS| provision, it does not affect the total amount paid to the employee, it is for internal use by the company."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:176
|
|
msgid "It is calculated by dividing the employee's total salary (Total Salary = Wage + Allowances) by **30** to get the daily salary. The daily salary is then multiplied by the eligible leave days and divided by **12** to determine the monthly provision amount."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:180
|
|
msgid "\\text{Monthly Leave Provision} = \\frac{\\text{Total Salary} \\times \\text{Number of Leave Days}}{30}\n"
|
|
"\\div 12"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:187
|
|
msgid "Social insurance contributions"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:189
|
|
msgid "Social insurance contributions calculate the *social insurance*, which is only available to |UAE| nationals."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:192
|
|
msgid "The company contributes **15%** of the total monthly salary for the employee if the company is in **Abu Dhabi** and **12.5%** if the company is in **another Emirate**."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:196
|
|
msgid "The total monthly salary for the employee = [basic + all allowances set on the contract]."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:198
|
|
msgid "On the other hand, the employee contributes **5%** of their total monthly salary and that amount gets deducted from the payslip amount."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:202
|
|
msgid "Annual remaining leave balance rules"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:204
|
|
msgid "Annual remaining leave balance rules are used for calculating the amount to be paid to or taken from the employee based on the number of leave days deserved by the employee during the current year."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:207
|
|
msgid "The annual leave :ref:`time off type <time_off/time-off-types>` is specified using the :guilabel:`Is Annual Leave` checkbox."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:210
|
|
msgid "If enabled, the rule calculates the amount of leave days deserved by the employee up to the current date and subtracts the number of annual leave days taken, and if the result is positive, this means that the employee should be compensated for remaining amount and if negative this means that the employee is liable to the company for the difference."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:216
|
|
msgid "Sick leave rules"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:218
|
|
msgid "Sick leave rules provide the calculation for cases where the employee is on sick leave and decides how the payslip should be affected."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:221
|
|
msgid "There are **3 cases** for the employee to have:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:223
|
|
msgid "**Fully paid sick leave:** The employee can upload a sick leave certificate (SLI). Employees are eligible for **15 days** of this type of leave per calendar year."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:227
|
|
msgid "The SLI is not mandatory in Odoo but can be done from the setup of the :ref:`time off types <time_off/time-off-types>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:230
|
|
msgid "**50% paid sick leave:** Same as the fully paid one, but the employees are eligible for **30 days** from this leave type. These 30 days are counted after the first **15** fully paid days."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:233
|
|
msgid "**0% paid sick leave:** Same as the fully paid one, but the employees are eligible for **45 days** from this leave type. These **45 days** are counted after the first **15/30** fully/half-paid days."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:238
|
|
msgid "As per the labor law of the United Arab Emirates, the 15, 30, 45 days are not specified as working days or calendar days so this point will rely on the company policy."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:241
|
|
msgid "The amount paid for the employee per sick leave day is counted as follows:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:244
|
|
msgid "\\frac{\\text{Number of Leave Days} \\times \\text{Gross Per Month}}{30} \\times \\text{Percentage}"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:249
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:274
|
|
msgid "Where the gross per month is the basic + all other allowances set on the employee's contract."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:252
|
|
msgid "Daman investments end of service programme (DEWS)"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:254
|
|
msgid "|DEWS| allows for calculating the |DEWS| amounts for the employees who are eligible for it and would like to be registered on it under their current contract with the company."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:257
|
|
msgid "It is calculated based on the number of years that employees have spent in the company:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:259
|
|
msgid "**Less than 5 years:** 5.83% is deducted from the employee's **BASIC** salary towards the DEWS."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:260
|
|
msgid "**More than 5 years:** 8.33% of The employee's **BASIC** is deducted from the total payable for that employee."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:264
|
|
msgid "Unpaid leaves"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:266
|
|
msgid "Unpaid leaves allows for calculating the amount to be deducted when an employee takes an unpaid leave. It is calculated by the following equation:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:269
|
|
msgid "\\frac{\\text{Total Number of Unpaid Leave Days} \\times \\text{Gross Per Month}}{30}"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:277
|
|
msgid "Out of contract days"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:279
|
|
msgid "The out of contract days rule provides a calculation for the days before/after the contract period that overlaps with the contract of days on the employee's payslips."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:283
|
|
msgid "Payslips are generated for the period of 1st-30th of September but the contract expires on the 21st, in this case, there are 7 days flagged as out of contract."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:286
|
|
msgid "It is calculated by the following equation:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:288
|
|
msgid "\\frac{\\text{Total Number of Unpaid Leave Days} \\times \\text{Gross Per Month}}{\\text{Number of Days in Current Month}}"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:294
|
|
msgid "Manual deductions"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:296
|
|
msgid "Manual deductions allows the user to add manual deductions to be applied to employees per payslip."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:298
|
|
msgid "The amount to be deducted and the description of the deduction is to be set directly on the payslip manually as other inputs."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:302
|
|
msgid "Net salary"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:304
|
|
msgid "Net salary showcases the net amount that the employee will get based on the payslip."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:306
|
|
msgid "It is calculated by adding basic to all allowances and deducting all deductions from it."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:309
|
|
msgid "The approach taken for the rules above is to first get the full amounts for all static amounts that are set on the contract and then deduct the amounts that should be deducted such as unpaid leaves, sick leaves, manual deductions, commission, etc."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:314
|
|
msgid "Generating accounting entries from payslips"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:316
|
|
msgid "The accounts are linked to each payroll rule as a debit or credit so that when a draft entry is generated from a payslip, the amounts are reflected on the accounts accordingly."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:319
|
|
msgid "The accounts need to be set in a way that would make the end-result entry balanced, otherwise a warning is raised if it is not balanced and it will not generate the entry."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:322
|
|
msgid "After reviewing the payslips and making sure that all the amounts are correct, generate a draft entry, either one entry for all employees or an entry per employee depending on the setup done on the settings."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:327
|
|
msgid "Debit and credit accounts set up for the basic and allowance rules."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:0
|
|
msgid "Accounting setup for the rules."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:335
|
|
msgid "After a batch or a payslip's journal entry has been posted, the company can proceed to pay their employees."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:338
|
|
msgid "In the batch itself or on the payslip, by clicking on the pay button, a payment is created and linked to the posted entry for the payslip. The same can be done for batch payslips if one payment is done from a single/multiple payment bank/cash journal."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:343
|
|
msgid "Once the payslip is generated, the employee will be able to access the slips from their portal users. They will automatically receive an email mentioning that the payslips are now available to be viewed on their portal view."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:348
|
|
msgid "Payslip printouts"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:350
|
|
msgid "Two printout formats can be extracted from the payslip, it depends on the type of the payslip either a *Monthly* payslip or an *End of Service* Payslip. It is triggered if the employee for the payslip is generated is archived during that month."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:355
|
|
msgid "Master report"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:357
|
|
msgid "The *Master report* provides a detailed view of the amounts paid to employees for a specific period based on the payslips that are generated for them during that period with payslip lines being set as columns in an Excel report."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:361
|
|
msgid "It is mainly used to make the auditing process for the human resources department easier and faster."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:363
|
|
msgid "To access this report, go to :menuselection:`Payroll --> Reporting --> Master Report`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:368
|
|
msgid "Wages protection system (WPS) reports"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:370
|
|
msgid "The |WPS| is a report that needs to be submitted by the company to prove that they paid their employees the right amounts on the right dates. It can either be generated per payslip or batch."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:373
|
|
msgid "The following steps need to be followed before generating the report:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:375
|
|
msgid "Go to :menuselection:`Payroll --> Configuration --> Settings` and under the :guilabel:`UAE Payroll WPS Settings` section, configure the following:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:378
|
|
msgid ":guilabel:`Employer Unique ID`: Set a unique identifier for the company to be used in the |WPS| report."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:380
|
|
msgid ":guilabel:`Salaries Bank Account`: Select a bank account or start typing to :guilabel:`Create and edit` a new bank account."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:384
|
|
msgid "When setting the :guilabel:`Salaries Bank Account` make sure to complete the following:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:386
|
|
msgid ":guilabel:`Account Holder`: set as the company."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:387
|
|
msgid ":guilabel:`Account Number`: has to be a valid IBAN."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:388
|
|
msgid ":guilabel:`Bank`: has to have the :guilabel:`UAE Routing Code Agent ID` set."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:389
|
|
msgid ":guilabel:`Send Money`: should be enabled and set to :guilabel:`Trusted`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:391
|
|
msgid "Set the unique identifier on all of the employees who are a part of the target of the batch/payslip."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:394
|
|
msgid "The :guilabel:`Identification No` field can be found on the employee's page under the :guilabel:`Private Information` tab."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:397
|
|
msgid "Once the initial setup is done, the |WPS| can be generated either for one payslip or for a batch as follows:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:400
|
|
msgid "Generate the payslip one by one or as a batch."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:401
|
|
msgid "Post the draft entity related to the payslips."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:402
|
|
msgid "Create the payment report and set the :guilabel:`Export Format` to :guilabel:`UAE WPS`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:405
|
|
msgid "The report comes in a :file:`.sif` format as per the governmental requirements, so either use software that can open :file:`.sif` files or convert it to another format (:file:`.xslx`) to be able to review it."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:409
|
|
msgid "The resulting file consists of the following:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:411
|
|
msgid "**Employee Detail Record** (**EDR**): includes details of the employees on the batch. There should be one :abbr:`EDR (Employee Detail Record)` record per employee."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:413
|
|
msgid "**Employee Variable Pay** (**EVP**): includes the details of the variable salary the employee got on that payslip. If the employee has any. The variable amounts are calculated from when other inputs are used that are linked to the salary rules (:menuselection:`Payroll --> Configuration --> Rules`)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:417
|
|
msgid "**Salary Control Record** (**SCR**): There should only be one :abbr:`SCR (Salary Control Record)` per |WPS| file as it indicates the employer details and the totals for the payslips."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:3
|
|
msgid "Payslips"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:5
|
|
msgid "*Payslips* are individual records of payment, containing all the details of how the pay was calculated (hours, deductions, other inputs, etc.), and generated by payroll officers through the **Payroll** application. Payslips can be created and processed individually, or multiple payslips can be processed at one time, in a single batch."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:13
|
|
msgid "Create a payslip"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:15
|
|
msgid "A new payslip can be created from either the :ref:`Payslips To Pay <payroll/to-pay>` page or the :ref:`Employee Payslips <payroll/all-payslips>` page."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:18
|
|
msgid "Navigate to :menuselection:`Payroll app --> Payslips`, and click either :guilabel:`To Pay` or :guilabel:`All Payslips`. Click the :guilabel:`New` button in the top-left corner, and a blank payslip form loads."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:23
|
|
msgid "Payslip form"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:25
|
|
msgid "Fill out the following information on the payslip form:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:27
|
|
msgid ":guilabel:`Employee`: Using the drop-down menu, select the employee in this field. This field is **required**. Once a selection is made, other fields may auto-populate according to the employee record."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:32
|
|
msgid "It is recommended to **only** create payslips for employees that are already in the database. If there is no current employee record (and therefore no employee contract) it is recommended to create the new employee in the **Employees** application *before* creating payslips for that employee. Refer to the :doc:`new employee <../employees/new_employee>` documentation for instructions on how to add an employee."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:38
|
|
msgid ":guilabel:`Contract`: The current contract for the selected employee populates this field. This field is **required**."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:42
|
|
msgid "All employees are required to have a contract in order to generate payslips. Additionally, *only one* contract can be in the running stage for each employee, therefore the current contract populates this field, and it is **not** recommended to make changes to this field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:46
|
|
msgid ":guilabel:`Batch`: Using the drop-down menu, select the payslip batch this new payslip should be added to, if applicable."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:48
|
|
msgid ":guilabel:`Structure`: The structure linked to the employee's contract auto-populates this field by default. If desired, use the drop-down menu to select a different structure."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:50
|
|
msgid ":guilabel:`Period`: The first day to the last day of the *current* month auto-populates the :guilabel:`Period` fields by default. The dates can be changed, if desired."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:53
|
|
msgid "To change the start date, click on the first date in the :guilabel:`Period` field to reveal a pop-up calendar. Navigate to the desired month, and click on the desired day to select that specific date."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:57
|
|
msgid "Repeat this process to modify the end date for the payslip. These fields are **required**."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:60
|
|
msgid "Typically, after making a selection in the :guilabel:`Employee` field, Odoo auto-populates all other required fields (besides the :guilabel:`Period` field), but **only** if that information is already on that employee's form in the **Employees** app."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:65
|
|
msgid "If modifications to auto-populated fields are made, it is recommended to check with the accounting department to ensure every entry that affects the **Accounting** application is correct."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:-1
|
|
msgid "The top fields for a new payslip all filled out for a February payslip."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:75
|
|
msgid "Worked days & inputs tab"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:77
|
|
msgid "The :guilabel:`Worked Days & Inputs` tab details the number of days and hours the employee worked during the specified :guilabel:`Period` of time on the top portion of the payslip form, and is calculated based on the selected :guilabel:`Contract` and :guilabel:`Structure` fields."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:81
|
|
msgid "The :guilabel:`Worked Days` section is automatically populated and lists all the individual attendance records for the time period, including both worked time and any time off taken."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:84
|
|
msgid "Each individual entry lists the :guilabel:`Type`, :guilabel:`Description`, :guilabel:`Number of Days`, :guilabel:`Number of Hours`, and the total :guilabel:`Amount`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:87
|
|
msgid "Additional records cannot be created for the :guilabel:`Worked Days & Inputs` as it is auto-populated according to the employee's attendance records or working schedule on their :ref:`employee record <employees/work-info-tab>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:91
|
|
msgid "The :guilabel:`Other Inputs` section is where additional inputs are listed, such as deductions, reimbursements, and expenses."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:94
|
|
msgid "Each individual item lists the :guilabel:`Type`, :guilabel:`Description`, and :guilabel:`Count`. To add a new input, click :guilabel:`Add a line`, and using the drop-down menu, select the :guilabel:`Type`. Next, enter a brief :guilabel:`Description`, and last, enter the :guilabel:`Count`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:-1
|
|
msgid "The fields filled out in the worked days and inputs tab."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:103
|
|
msgid "Salary computation tab"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:105
|
|
msgid "The :guilabel:`Salary Computation` tab is where all the individual salary rules are listed and calculated, including everything from the employee's salary, to all the deductions and allowances, such as taxes, expenses, benefit contributions, and any other items associated with the installed :doc:`payroll localization <payroll_localizations>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:110
|
|
msgid "When the payslip is first created, this tab remains blank. Click the :guilabel:`Compute Sheet` button in the upper-left corner, and the :guilabel:`Salary Computation` tab is populated."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:114
|
|
msgid "It is **not** possible to make edits to this tab, as the calculations are based on other entries on the payslip."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:118
|
|
msgid "The :guilabel:`Compute Sheet` button does not disappear from view after it is clicked, so the payslip can be recalculated at any point prior to :ref:`processing it <payroll/process>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:121
|
|
msgid "If any changes need to be made to the :ref:`Worked Days & Inputs <payroll/worked-days-inputs>` tab, click the :guilabel:`Compute Sheet` button to recalculate the payslip."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:-1
|
|
msgid "The fields filled out in the salary computation tab."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:128
|
|
msgid "Other info tab"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:130
|
|
msgid "The :guilabel:`Other Info` tab houses information that is required, but not associated with any inputs or calculations, as the other tabs do."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:133
|
|
msgid "The :guilabel:`Payslip Name` is auto-populated according to the employee name and the time period the payslip is for. Make any desired edits to the name in this field. This field is **required**."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:136
|
|
msgid "The :guilabel:`Company` field is also automatically populated according to the employee's record, and cannot be modified."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:139
|
|
msgid "The end date selected in the :guilabel:`Period` field in the top half of the form populates both the :guilabel:`Close Date` and :guilabel:`Date Account` fields, by default. The :guilabel:`Close Date` is the date the payment is issued to the employee, while the :guilabel:`Date Account` is the end date the payslip covers. Modify the dates, if needed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:144
|
|
msgid "The :guilabel:`Salary Journal` field is populated by default, and **cannot** be edited. This is the accounting journal the paycheck is logged in."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:147
|
|
msgid "If there are any additional notes or information needed for the payslip, add them to the :guilabel:`Add an Internal Note...` field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:-1
|
|
msgid "The fields filled out in the other info tab."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:156
|
|
msgid "Process a payslip"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:158
|
|
msgid "When all the necessary information on the payslip is entered, the payslip can be processed. First, a :ref:`draft of the journal entry <payroll/draft-entry>` is created, followed by a :ref:`payment report <payroll/payment-report>`, and finally, the employee is :ref:`paid <payroll/pay-employee>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:163
|
|
msgid "Before processing payslips, it is best practice to check the *Warnings* section of the **Payroll** app dashboard. Here, all possible issues concerning payroll appear."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:166
|
|
msgid "To view the warnings, navigate to :menuselection:`Payroll app --> Dashboard`. The warnings appear in the top-left corner of the dashboard."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:-1
|
|
msgid "The dashboard view of the Payroll app, with the warnings box visible."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:172
|
|
msgid "Warnings are grouped by type, such as `Employees Without Running Contracts` or `Employees Without Bank account Number`. Click on a warning to view all entries associated with that specific issue."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:175
|
|
msgid "If the warnings are not resolved, at any point in the payslip processing process, an error may occur. Errors appear in a pop-up window, and provide details for the error, and how to resolve them."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:182
|
|
msgid "Create draft entry"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:184
|
|
msgid "Once everything on the payslip form is correct, click the :guilabel:`Create Draft Entry` button to create the payslip. A :guilabel:`Confirmation` pop-up window appears, asking :guilabel:`Are you sure you want to proceed?` Click :guilabel:`OK` to confirm."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:188
|
|
msgid "Once the payslip draft is created, the status changes to :guilabel:`Done`, a :icon:`fa-usd` :guilabel:`Journal Entry (Draft)` smart button appears at the top, and additional buttons appear in the top-left corner."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:193
|
|
msgid "After creating a draft entry, Odoo considers the payslip as confirmed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:195
|
|
msgid "Click the :icon:`fa-usd` :guilabel:`Journal Entry (Draft)` smart button to view the detailed accounting journal entry. Click :guilabel:`Post` to post the entry. Using the breadcrumb menu, return to the payslip."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:199
|
|
msgid "After the journal entry is posted, the smart button at the top changes to :icon:`fa-usd` :guilabel:`Journal Entry (Posted)`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:203
|
|
msgid "Employees cannot be :ref:`paid <payroll/pay-employee>` until the journal entry is posted."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:208
|
|
msgid "Create payment report"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:210
|
|
msgid "Once the payslip status has changed to :guilabel:`Done`, a payment report must be created. A payment report is a document that contains all the necessary information to transfer the employee's earnings from the company's bank account to theirs. These are submitted by the payroll department to the appropriate institution."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:215
|
|
msgid "Click the :guilabel:`Create Payment Report` and a pop-up window loads. Using the drop-down menu, select the :guilabel:`Export Format` for the payment report. The two default options available are :guilabel:`NACHA` and :guilabel:`CSV`. :guilabel:`NACHA` stands for the :abbr:`National Automated Clearing House Association (NACHA)`, and this selection creates a compatible ACH file which is sent to the company's bank."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:225
|
|
msgid "If :guilabel:`CSV` is selected, all other fields are hidden from view."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:227
|
|
msgid "Next, select the desired :guilabel:`Bank Journal` the paycheck is logged to. Last, using the calendar selector, set the date the paycheck is issued in the :guilabel:`Effective Date` field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:230
|
|
msgid "Once the pop-up window is configured, click the :guilabel:`Generate` button, and the file appears on the payslip form, in a new :guilabel:`Payment Report` field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:236
|
|
msgid "Pay employee"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:238
|
|
msgid "Next, the payment must be sent to the employee. To do this, click the :guilabel:`Pay` button in the upper-left corner. Doing so reveals a :guilabel:`Pay` pop-up form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:241
|
|
msgid "All the necessary information is pre-populated on the form according to the payslip configuration, but modifications can be made, if necessary, to any of the fields *except* the :guilabel:`Amount`. This is populated according to the payslip calculations, and **cannot** be modified."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:245
|
|
msgid ":guilabel:`Journal`: The accounting journal the payslip is logged to."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:246
|
|
msgid ":guilabel:`Payment Method`: Using the drop-down menu, select how the employee is being paid. The default options are:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:249
|
|
msgid ":guilabel:`Manual Payment`: Select this if paying the employee in a method *other* than A :guilabel:`Check` or :guilabel:`NACHA`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:251
|
|
msgid ":guilabel:`Check`: Select this when issuing a check directly to the employee."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:252
|
|
msgid ":guilabel:`NACHA`: Select this if using the :abbr:`National Automated Clearing House Association (NACHA)` to transfer the payment to the employee, via direct deposit."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:255
|
|
msgid ":guilabel:`Group Payments`: If the employee has multiple payslips for the same time period (for example, payroll, reimbursement, and commission checks), tick the checkbox to group all payments into one payment."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:258
|
|
msgid ":guilabel:`Payment Date`: Using the calendar selector, select the date the employee is to be paid."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:260
|
|
msgid "Once the pop-up :guilabel:`Pay` form is complete, click the :guilabel:`Create Payments` button, and the payment is processed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:263
|
|
msgid "After the payment is processed, and there is confirmation that the checks have been issued, or the funds have been directly deposited to the employee's bank account, click the :guilabel:`Mark as paid` button to mark the payslip as paid."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:-1
|
|
msgid "Banking information can be entered in an employee's card."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:271
|
|
msgid "In order for a payslip to be paid, the employee **must** have a bank account entered in the :ref:`private information tab <employees/private-info>` of their employee record, *and* the bank account must be marked as :guilabel:`Trusted`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:275
|
|
msgid "If there is no bank information, or if the bank is not listed as :guilabel:`Trusted`, payslips cannot be paid, and an error appears when the :guilabel:`Pay` button is clicked. Edit the employee record, and add banking information, or trust the bank account, as needed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:280
|
|
msgid "Refund a payslip"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:282
|
|
msgid "When refunding a payment, the refund is achieved by creating a payslip for a negative amount of the original payslip."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:286
|
|
msgid "An employee is paid $5,000.00 USD in a paycheck, in error. When refunding the payslip, a new payslip is created in the amount of $-5,000.00."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:289
|
|
msgid "If a payment needs to be refunded, navigate to the individual payslip being refunded, and click the :guilabel:`Refund` button, located at the top-left of the screen. The :guilabel:`Refund Payslip` dashboard loads, with all refund payslips appearing in a list view."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:294
|
|
msgid "Since refunds are uncommon, typically only the one payslip being refunded appears in the list."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:296
|
|
msgid "By default, the refund payslip has a status of :guilabel:`Waiting`. This refund payslip is processed :ref:`in the same way a regular payslip is processed <payroll/process>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:300
|
|
msgid "Print a payslip"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:302
|
|
msgid "To print a payslip, click the :guilabel:`Print` button in the upper-left corner of the individual payslip record. A PDF file is downloaded, and the payslip appears in the chatter, and the file is attached to the payslip record."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:-1
|
|
msgid "The new payslip is emailed to the employee and the email appears in the chatter."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:312
|
|
msgid "View all payslips"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:314
|
|
msgid "To view all payslips, regardless of status, go to :menuselection:`Payroll app --> Payslips --> All Payslips`. The :guilabel:`Employee Payslips` page loads, displaying all payslips, organized by batch, in a default nested list view."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:318
|
|
msgid "Click the :guilabel:`▶ (right arrow)` next to an individual batch name to expand the list, and view all the payslips in that particular batch, along with all the payslip details."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:321
|
|
msgid "The number of payslips in the batch is written in parenthesis after the batch name. The :guilabel:`Status` for each individual payslip appears on the far-right side, indicating one of the following status options:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:325
|
|
msgid ":guilabel:`Draft`: the payslip is created, and there is still time to make edits, since the amounts are not calculated."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:327
|
|
msgid ":guilabel:`Waiting`: the payslip has been calculated, and the salary details can be found in the *Salary Computation* tab."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:329
|
|
msgid ":guilabel:`Done`: the payslip is calculated and ready to be paid."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:330
|
|
msgid ":guilabel:`Paid`: the employee has been paid."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:-1
|
|
msgid "View all payslips organized by batches. Click on the arrow to expand each batch."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:335
|
|
msgid "Click on an individual payslip to view the details for that payslip on a separate page. Using the breadcrumb menu, click :guilabel:`Employee Payslips` to go back to the list view of all payslips."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:338
|
|
msgid "A new payslip can be created from the :guilabel:`Employee Payslips` page, by clicking the :guilabel:`New` button in the upper-left corner. Doing so reveals a separate blank payslip form page. On that blank payslip form page, enter all the necessary information, as described in the :ref:`Create a payslip <payroll/new-payslip>` section."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:343
|
|
msgid "Payslips can also be exported to an Excel spreadsheet. To export **all** payslips, click on the :icon:`fa-cog` :guilabel:`(gear)` icon at the end of the words :guilabel:`Employee Payslips` in the top-left corner. This reveals a drop-down menu. Click :icon:`fa-upload` :guilabel:`Export All` to export all payslips to a spreadsheet."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:348
|
|
msgid "To export only select payslips, first select the payslips to be exported from the list. Then, click the checkbox to the left of each individual payslip to select it. As payslips are selected, a smart button appears in the top-center of the page, indicating the number of selected payslips. Then, click the :icon:`fa-cog` :guilabel:`Actions` icon in the top-center of the page, and click :icon:`fa-upload` :guilabel:`Export`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:355
|
|
msgid "Both *To Pay* and *All Payslips* display all the detailed information for each payslip."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:360
|
|
msgid "View payslips to pay"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:362
|
|
msgid "To only view the payslips awaiting to be processed, navigate to :menuselection:`Payroll app --> Payslips --> To Pay`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:-1
|
|
msgid "View all payslips that need to be paid on the Payslips To Pay page."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:368
|
|
msgid "Each payslip lists the :guilabel:`Reference` number for the individual payslip, the :guilabel:`Employee` name, the :guilabel:`Batch Name`, the :guilabel:`Company`, the :guilabel:`Basic Wage`, :guilabel:`Gross Wage`, :guilabel:`Net Wage`, and the :guilabel:`Status` of the payslip."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:372
|
|
msgid "Click on an individual payslip entry to view the details for that individual payslip."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/payslips.rst:374
|
|
msgid "Process the payslips :ref:`in the same way a regular payslip is processed <payroll/process>`, or in a batch."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:5
|
|
msgid "The *Reporting* section of the *Payroll* app offers a variety of reports to choose from, organized by location."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:8
|
|
msgid "The *Payroll* report, *Work Entry Analysis* report, and *Salary Attachment Report* are default reports in the *Payroll* app, and are available for all companies, regardless of location."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:11
|
|
msgid "Beneath the three default reports are all localization-based reports, organized by country, in alphabetical order. These reports contain all the various information for the offered benefits and local tax laws."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:15
|
|
msgid "To view all the available reports for the database, including all the localization-specific ones, navigate to :menuselection:`Payroll app --> Reporting` to view the available reports in a drop-down menu. Click on a specific report to view it."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:-1
|
|
msgid "Report dashboard view showing extra reports for Belgium databases."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:23
|
|
msgid "If a report is unavailable to a user, an :guilabel:`Invalid Operation` pop-up window appears, stating: :guilabel:`You must be logged in to a (country) company to use this feature`, where \"(country)\" is the specific country the company is configured for."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:28
|
|
msgid "Default reports"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:33
|
|
msgid "Click on :menuselection:`Payroll app --> Reporting --> Payroll` to display the :guilabel:`Payroll Analysis` report. This report shows all the payslips generated in the last 365 days, due to the default :ref:`filter <payroll/filters>`: `Last 365 Days Payslip`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:-1
|
|
msgid "Payroll overview report showing payroll for the last 365 days."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:41
|
|
msgid "The report can display metrics for a variety of parameters. Click the :guilabel:`Measures` box to view a drop-down menu with the various metric options to display. The default options available include:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:45
|
|
msgid ":guilabel:`# Payslip`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:46
|
|
msgid ":guilabel:`Basic Wage`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:47
|
|
msgid ":guilabel:`Basic Wage for Time Off`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:48
|
|
msgid ":guilabel:`Days of Paid Time Off`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:49
|
|
msgid ":guilabel:`Days of Unforeseen Absence`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:50
|
|
msgid ":guilabel:`Days of Unpaid Time Off`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:51
|
|
msgid ":guilabel:`Gross Wage`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:52
|
|
msgid ":guilabel:`Net Wage`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:53
|
|
msgid ":guilabel:`Number of Days`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:54
|
|
msgid ":guilabel:`Number of Hours`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:55
|
|
msgid ":guilabel:`Work Days`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:56
|
|
msgid ":guilabel:`Work Hours`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:57
|
|
msgid ":guilabel:`Count`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:59
|
|
msgid ":guilabel:`Net Wage` is the default metric for the :guilabel:`Payroll` report."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:-1
|
|
msgid "The various measures available to display for the Payroll Analysis report."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:66
|
|
msgid "Line chart"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:68
|
|
msgid "A line chart is the default view for the *Payroll* report. If a different view is selected, click the :guilabel:`Line Chart` button (represented by a :guilabel:`📈 (chart increasing)` icon) in the menu bar to change the view back to a line chart."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:72
|
|
msgid "Several options are available for the line chart. Click the corresponding button to activate the selection, and change the way the data is presented. These icons appear at the end of the chart options. The various options are:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:78
|
|
msgid ":guilabel:`Stacked`: data is presented with each metric in its own line, \"stacked\" on top of each other. This helps visualize the distribution and variances between different categories."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:83
|
|
msgid ":guilabel:`Cumulative`: data is presented with each metric on an individual line, with the total amount calculated by combining all the lines. This provides a comprehensive view of the cumulative data."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:89
|
|
msgid ":guilabel:`Descending`: data is shown with the largest values on the left side of the chart, gradually decreasing towards the smallest values on the right side, along the x-axis. This arrangement helps emphasize trends or outliers at the extremes."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:95
|
|
msgid ":guilabel:`Ascending`: data is presented with the smallest values on the left side of the chart, increasing towards the largest values on the right side, along the x-axis. This arrangement can be useful for highlighting progressive growth or trends."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:100
|
|
msgid "These options can be combined to create a variety of views."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:-1
|
|
msgid "Menu buttons with the line chart called out, along with the other option buttons."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:107
|
|
msgid "Bar chart"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:109
|
|
msgid "To display the data in a bar chart, click on the :guilabel:`Bar Chart` button (represented by a :guilabel:`📊 (bar chart)` icon) in the menu bar."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:112
|
|
msgid "Click the :ref:`Stacked <payroll/stacked>` icon to view the bar chart in a stacked format (where multiple values appear in each column). :ref:`Cumulative <payroll/cumulative>` bar charts are useful for visualizing the progression over time or other categories."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:116
|
|
msgid "An option to display the columns in :ref:`Descending <payroll/descending>` or :ref:`Ascending <payroll/ascending>` order appears at the end of the options."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:-1
|
|
msgid "Menu buttons with the bar chart called out, along with the other option buttons."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:124
|
|
msgid "Clicking an option enables it. To turn off the option, click it again. When the option is enabled the icon appears lighter, with a turquoise outline. When it is inactive, it appears gray, with no outline."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:129
|
|
msgid "Pie chart"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:131
|
|
msgid "To display the data in a pie chart, click on the :guilabel:`Pie Chart` button (represented by a :guilabel:`(pie chart)` icon) in the menu bar. There are no additional options available in this view."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:-1
|
|
msgid "Menu buttons with the pie chart called out."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:140
|
|
msgid "Pivot table"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:142
|
|
msgid "To display the data in a pivot table, click on the :guilabel:`Pivot` button (represented by a :guilabel:`(pivot)` icon) located in the far-right side of the top menu bar."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:145
|
|
msgid "The default information displayed includes the number of payslips (:guilabel:`# Payslip`), the :guilabel:`Net Wage`, the :guilabel:`Gross Wage`, the number of :guilabel:`Days of Paid Time Off`, and the number of :guilabel:`Days of Unpaid Time Off`. The information is organized by department."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:149
|
|
msgid "To display more information on the report, click the :guilabel:`Measures` button to reveal a drop-down menu. Then, click on any other metric to display it on the pivot table."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:-1
|
|
msgid "Pivot table view with the various metrics called out."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:156
|
|
msgid "To sort the entries by a specific column, such as :guilabel:`Net Wage`, click on the column name twice. The first click selects the column, and the second click sorts the information in descending order."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:160
|
|
msgid "To export the data in an XLSX format, click the :guilabel:`Download xlsx` button, represented by a :guilabel:`⬇️ (down arrow above a horizontal bar)` icon, located at the far-right of the available icons. The information is then downloaded into a spreadsheet."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:-1
|
|
msgid "The menu options with the download button highlighted."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:168
|
|
msgid "Any report can be inserted into a spreadsheet by clicking the :guilabel:`Insert in Spreadsheet` button. A :guilabel:`Select a spreadsheet to insert your (type of report)` pop-up window appears, asking which spreadsheet to place the information in. Select an existing spreadsheet or dashboard, or select a new :guilabel:`Blank spreadsheet`. Click the :guilabel:`Confirm` button to move to a spreadsheet view with the report added to it."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:-1
|
|
msgid "The view of data sent to a spreadsheet."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:181
|
|
msgid "If the **Documents** app is **not** installed, the :guilabel:`Insert in Spreadsheet` option places the newly-created spreadsheet in the **Dashboards** app."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:184
|
|
msgid "If the **Documents** application *is* installed, the spreadsheet has the option to be stored in either the **Dashboards** app or **Documents** app."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:190
|
|
msgid "Filters"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:192
|
|
msgid "At the top of each report, the default filters are shown inside the :guilabel:`Search...` box."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:194
|
|
msgid "Click the :guilabel:`⬇️ (down arrow)` icon in the search bar to display the available :guilabel:`Filters`. Filters show information that match the specific filter parameters."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:198
|
|
msgid "The :guilabel:`Work Entries Analysis` report has two default filters, the `Current month:(Month) (Year)` filter, and the `Validated` filter."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:-1
|
|
msgid "Filters enabled for the Work Entries Analysis report."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:205
|
|
msgid "The :guilabel:`Payroll` report has only one default filter, the `Last 365 Days Payslip` filter."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:207
|
|
msgid "The :guilabel:`Salary Attachment Report` has only one default filter, the `Payslip End Date: (Year)` filter."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:210
|
|
msgid "All reports can include custom filters, or group information, by different metrics (employee, department, company, etc.)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:213
|
|
msgid "Some reports have the option to compare the current report to the previous time period or year (a :guilabel:`Comparison` option)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:216
|
|
msgid "Click on a parameter to select it and activate it. The report is immediately updated with the new parameters."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:219
|
|
msgid "The updated report can be set as a *favorite* report, meaning the parameters are stored for quick access in the future. To do that, click :guilabel:`Save the current search`, under the :guilabel:`Favorites` section, located in the search bar drop-down mega menu of filter options. Doing so reveals two options and a :guilabel:`Save` button."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:224
|
|
msgid "To set the current report as the default configuration when the report is accessed, check the box next to :guilabel:`Default filter`. If the current report should be accessible to everyone in the database, check the box next to :guilabel:`Share`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/reporting.rst:228
|
|
msgid "Finally, click :guilabel:`Save`, which saves the currently configured report. Then, it appears beneath the :guilabel:`Favorites` in the search bar drop-down mega menu of filter options."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/salary_attachments.rst:5
|
|
msgid "Salary attachments are portions of earnings taken directly out of a payslip for a specific purpose, whether voluntary or required."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/salary_attachments.rst:8
|
|
msgid "When the deduction is voluntary, they are typically considered *deductions*. When the deduction is court-ordered, or involuntary, it is sometimes referred to as a *wage garnishment*. In Odoo, these are all universally called *salary attachments*."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/salary_attachments.rst:12
|
|
msgid "Note that salary attachments could also be used to give recurring amounts of money to employees, like a bonus divided in multiple payments."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/salary_attachments.rst:18
|
|
msgid "Salary attachment types"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/salary_attachments.rst:20
|
|
msgid "To view the currently configured salary attachment types, navigate to :menuselection:`Payroll app --> Configuration --> Other Input Types`. This displays *all* other salary inputs, not just the various salary attachments."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/salary_attachments.rst:24
|
|
msgid "The three default salary attachment types that appear in this list are: :guilabel:`Attachment of Salary`, :guilabel:`Assignment of Salary`, and :guilabel:`Child Support`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/salary_attachments.rst:27
|
|
msgid "Each salary attachment type displays the :guilabel:`Name` of the attachment type, and the :guilabel:`Code` used when calculating payslips."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/salary_attachments.rst:-1
|
|
msgid "The default salary attachment types."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/salary_attachments.rst:34
|
|
msgid "Create new salary attachment types"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/salary_attachments.rst:37
|
|
msgid "Upon installation of the **Payroll** application, the preconfigured default salary attachment types are linked to a variety of rules that are linked to various salary structures, as well as the installed :ref:`localization package <fiscal_localizations/packages>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/salary_attachments.rst:41
|
|
msgid "It is **not** recommended to alter or modify **any** of the preconfigured salary attachment types, especially if they have been previously used on payslips in the database. Doing so may affect various salary rules, and can prevent the creation of payslips."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/salary_attachments.rst:45
|
|
msgid "A new salary attachment type *can* be created, but this should only be done when absolutely necessary. A salary attachment type needs to be linked to a salary rule in order to be considered in the salary computation."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/salary_attachments.rst:49
|
|
msgid "To make a new type of salary attachment, click the :guilabel:`New` button, and a blank :guilabel:`Other Input Types` form loads. Enter the :guilabel:`Description` for the new salary attachment type in the corresponding field. Next, tick the :guilabel:`Available in attachments` checkbox, indicating it is available to use as a salary attachment. Enter the :guilabel:`Code` used in the salary rules to compute payslips. Lastly, if the salary attachment type should **only** be used in a specific payroll structure, use the drop-down menu in the :guilabel:`Available in Structure` field, and select the specific structure."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/salary_attachments.rst:60
|
|
msgid "Create a salary attachment"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/salary_attachments.rst:62
|
|
msgid "All salary attachments must be configured separately for each employee, for each type of salary attachment. To view the currently configured salary attachments, navigate to :menuselection:`Payroll app --> Contracts --> Salary Attachments`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/salary_attachments.rst:66
|
|
msgid "All salary attachments appear in a default list view, and displays the name of the :guilabel:`Employees`, :guilabel:`Description`, the salary attachment :guilabel:`Type`, the :guilabel:`payslips Amount`, :guilabel:`Start Date`, and current :guilabel:`Status`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/salary_attachments.rst:70
|
|
msgid "At the end of each line is a :guilabel:`Related Payslips` button. Click this to view all payslips containing the corresponding salary attachment."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/salary_attachments.rst:73
|
|
msgid "To create a new salary attachment, click the :guilabel:`New` button in the top-left corner, and a blank :guilabel:`Salary Attachment` form loads. Enter the following information on the form:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/salary_attachments.rst:76
|
|
msgid ":guilabel:`Employees`: Using the drop-down menu, select the desired employees. Multiple employees can be listed in this field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/salary_attachments.rst:78
|
|
msgid ":guilabel:`Description`: Enter a short description of the salary attachment."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/salary_attachments.rst:79
|
|
msgid ":guilabel:`Type`: Using the drop-down menu, select the specific :ref:`salary attachment type <payroll/salary-attachment/types>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/salary_attachments.rst:81
|
|
msgid ":guilabel:`Start Date`: Using the calendar selector, select the date the salary attachment goes into effect."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/salary_attachments.rst:83
|
|
msgid ":guilabel:`Estimated End Date`: This field is **not** modifiable, and **only** appears after the :guilabel:`Payslip Amount` field is populated. This field is the estimated date when the salary attachment is completed. Today's date populates the field by default. Then, when the :guilabel:`Total Amount` field is populated, this date is updated."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/salary_attachments.rst:87
|
|
msgid ":guilabel:`Document`: If any documentation is needed, such as a court order, click the :guilabel:`Upload your file` button, and a file explorer window loads. Select the desired document to attach it to the record. Only **one** document can be attached to a salary attachment."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/salary_attachments.rst:90
|
|
msgid ":guilabel:`No End Date`: Tick this checkbox if the salary attachment runs indefinitely. If ticked, the :guilabel:`Total Amount` field is hidden from view."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/salary_attachments.rst:92
|
|
msgid ":guilabel:`Payslip Amount`: Enter the amount taken out of each paycheck in this field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/salary_attachments.rst:93
|
|
msgid ":guilabel:`Total Amount`: Enter the total amount to be paid for the salary attachment. Note that this field **only** appears if the :guilabel:`No End Date` option is **not** ticked."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/salary_attachments.rst:95
|
|
msgid ":guilabel:`Negative Amount`: Tick this checkbox if the salary attachment"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/salary_attachments.rst:96
|
|
msgid ":guilabel:`Occurrences`: This field is **not** editable, and only appears once both the :guilabel:`Payslip Amount` and :guilabel:`Total Amount` fields are populated. The number indicates the amount of payslips needed to complete the salary attachment."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/salary_attachments.rst:-1
|
|
msgid "The salary attachment form with all fields filled out."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/salary_attachments.rst:103
|
|
msgid "Since the salary attachment form auto saves as the fields are populated, after making a salary attachment for an individual employee, there is no further action required."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/salary_attachments.rst:106
|
|
msgid "If creating salary attachments for multiple employees on a single salary attachment form, after the form is filled out, click the :guilabel:`Create Individual Attachments` button. This creates separate salary attachments for each of the employees listed in the :guilabel:`Employees` field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/salary_attachments.rst:110
|
|
msgid "After the separate salary attachments have been created, the screen returns to the :guilabel:`Salary Attachment` dashboard, but with a :guilabel:`Description` filter, populated with the description filled in on the salary attachment form. All the salary attachments have a status of :guilabel:`Running`, since they are currently active. Clear the filter in the search box to view the default :guilabel:`Salary Attachment` dashboard in its entirety."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/salary_attachments.rst:117
|
|
msgid "Manage salary attachments"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/salary_attachments.rst:119
|
|
msgid "Salary attachments can have one of three statuses: *Running*, *Completed*, or *Cancelled*. To view the current status of all salary attachments, navigate to :menuselection:`Payroll app --> Contracts --> Salary Attachments`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/salary_attachments.rst:123
|
|
msgid "All salary attachments appear in chronological order, by :guilabel:`Start Date`, with the most recent appearing at the top. To view the salary attachments by a particular metric, such as the :guilabel:`Status`, or :guilabel:`Type`, click on the column title to sort by that specific column."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/salary_attachments.rst:-1
|
|
msgid "All salary attachments, organized by start date."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/salary_attachments.rst:131
|
|
msgid "Completed salary attachments"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/salary_attachments.rst:133
|
|
msgid "When a salary attachment is created, it has a status of :guilabel:`Running`. Once the salary attachment is finished (the *Total Amount* entered on the :ref:`salary attachment form <payroll/salary-attachment/create>` has been paid in full), the status automatically changes to *Completed*, and the employee no longer has the money taken out of future paychecks."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/salary_attachments.rst:138
|
|
msgid "If a salary attachment has been fulfilled, but has not automatically changed to *Completed*, the record can be manually updated. To change the status, open the *Salary Attachment* dashboard by navigating to :menuselection:`Payroll app --> Contracts --> Salary Attachments`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/salary_attachments.rst:142
|
|
msgid "Click on the record to update, and the detailed :guilabel:`Salary Attachment` form loads. On the individual :guilabel:`Salary Attachment` record, click the :guilabel:`Mark as Completed` button in the upper-left corner, and the status changes to :guilabel:`Completed`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/salary_attachments.rst:147
|
|
msgid "The following is an example of when a payroll manager may need to manually change a salary attachment from :guilabel:`Active` to :guilabel:`Completed`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/salary_attachments.rst:150
|
|
msgid "Rose Smith has a salary attachment for a lawsuit settlement, where she is required to pay $3,000.00. A salary attachment is created that takes $250.00 a month out of Rose's paycheck, to go towards this settlement payment."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/salary_attachments.rst:154
|
|
msgid "After six months, Rose has paid $1,500.00 from her salary. She received a tax refund, and uses the money to pay off the remainder of the lawsuit settlement. After sending the relevant documentation to the payroll manager, showing the settlement has been paid in full, the payroll manager manually changes the status of her salary attachment to :guilabel:`Completed`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/salary_attachments.rst:160
|
|
msgid "Cancel salary attachments"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/salary_attachments.rst:162
|
|
msgid "Any salary attachment can be cancelled at any time. To cancel a salary attachment, click on the 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."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/time_off_to_report.rst:3
|
|
msgid "Time off to report"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/time_off_to_report.rst:5
|
|
msgid "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."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/time_off_to_report.rst:11
|
|
msgid "The payroll department for a medium-sized company processes paychecks every two weeks, on Wednesdays. Each employee is paid on the Friday after."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/time_off_to_report.rst:14
|
|
msgid "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."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/time_off_to_report.rst:19
|
|
msgid "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."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/time_off_to_report.rst:23
|
|
msgid "This ensures all time off balances are correct, and the employee is properly compensated for their time."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/time_off_to_report.rst:29
|
|
msgid "Time off dashboard"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/time_off_to_report.rst:31
|
|
msgid "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`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/time_off_to_report.rst:35
|
|
msgid "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."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/time_off_to_report.rst:-1
|
|
msgid "A list of all time off requests that were not approved before payslips were generated."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/time_off_to_report.rst:43
|
|
msgid "Defer multiple time off entries"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/time_off_to_report.rst:45
|
|
msgid "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."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/time_off_to_report.rst:49
|
|
msgid "To select the work entries to defer, tick the box to the left of the work entry line on the :ref:`Time Off page <payroll/time-off-dashboard>`. 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."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/time_off_to_report.rst:53
|
|
msgid "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."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/time_off_to_report.rst:57
|
|
msgid "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."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/time_off_to_report.rst:62
|
|
msgid "Defer individual time off entries"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/time_off_to_report.rst:64
|
|
msgid "Time off requests appearing on the :ref:`Time Off page <payroll/time-off-dashboard>` can be deferred individually. Click on an individual time off request, and the details for that request load."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/time_off_to_report.rst:67
|
|
msgid "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)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/time_off_to_report.rst:71
|
|
msgid "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`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/time_off_to_report.rst:-1
|
|
msgid "The time off details for an individual request that needs to be deferred."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:5
|
|
msgid "The **Payroll** app automatically creates work entries based on the employee's :ref:`salary structure type <payroll/structure-types>`, and from the **Planning**, **Attendances**, and **Time Off** applications."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:9
|
|
msgid "Work entries provide the **Payroll** app with the worked hours used to compute employee paychecks, if the employee's salary is based on work entries, as opposed to a salaried position."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:15
|
|
msgid "Work entry dashboard"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:17
|
|
msgid "The *Work Entries* dashboard of the **Payroll** app provides a visual overview of the individual work entries for every employee."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:20
|
|
msgid "To open the dashboard, navigate to :menuselection:`Payroll app --> Work Entries --> Work Entries`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:22
|
|
msgid "On the :guilabel:`Work Entry` dashboard, work entries appear in alphabetical order, based on the first name of the employees. The entire month is displayed, with the current day highlighted in pale yellow."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:26
|
|
msgid "The :guilabel:`Work Entry` dashboard has a default :guilabel:`Conflicting` filter, which displays only work entries with :ref:`conflicts <payroll/conflicts>` to be resolved."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:-1
|
|
msgid "Conflicts dashboard view showing all employee's conflicts in work entries."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:33
|
|
msgid "Remove the default :guilabel:`Conflicting` filter from the search bar to view *all* work entries."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:38
|
|
msgid "Adjust view"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:40
|
|
msgid "To change the view so that only the entries for a single day, week, month, quarter, or year are shown, click the :icon:`fa-calendar` :guilabel:`(Month)(Year)` button. A drop-down menu appears with the options of :guilabel:`Today`, :guilabel:`This week`, :guilabel:`This month`, :guilabel:`This quarter`, or :guilabel:`This year`. Click on one of the options to only display data for that specific selection."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:46
|
|
msgid "Use the :icon:`oi-arrow-left` :guilabel:`(left arrow)` and :icon:`oi-arrow-right` :guilabel:`(right arrow)` buttons to adjust the displayed dates. The arrows adjust the date based on the type of time selected."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:50
|
|
msgid "For example, if :guilabel:`Month` is selected, the arrows move one month with each click of the arrow. If :guilabel:`Week` or :guilabel:`Day` is selected, the time moves by either a week or a day for each click of the arrow, respectively."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:54
|
|
msgid "At any point, to return to a view containing the current day, click the :icon:`fa-crosshairs` :guilabel:`(Focus Today)` button."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:60
|
|
msgid "Add a new work entry"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:62
|
|
msgid "If a work entry is missing, such as sick time, or if an employee forgot to clock in and out for a shift, a new work entry must be created for the missing shift."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:65
|
|
msgid "Click :guilabel:`New` on the :ref:`work entry dashboard <payroll/work-entry-dashboard>`, and a blank :guilabel:`Create` work entry pop-up form appears. Enter the following information on the form:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:68
|
|
msgid ":guilabel:`Description`: Enter a short description for the work entry, such as `Sick Time`. The default entry is `Attendance: (Employee)`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:70
|
|
msgid ":guilabel:`Employee`: Select the employee the work entry is for, using the drop-down menu."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:71
|
|
msgid ":guilabel:`Work Entry Type`: Select the :ref:`work entry type <payroll/work-entries>` using the drop-down menu."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:73
|
|
msgid ":guilabel:`From` and :guilabel:`To`: Enter the start (:guilabel:`From`) and end (:guilabel:`To`) dates and times for the work entry."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:76
|
|
msgid "First, click on either the :guilabel:`From` or :guilabel:`To` line to reveal a calendar pop-up window. Select the date by navigating to the correct month, then click on the specific day to select it."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:80
|
|
msgid "Next, select the time, by clicking on either the hour or minute fields at the bottom of the calendar, and set the desired time."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:83
|
|
msgid "When the date and time for the entry are correct, click the :guilabel:`Apply` button."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:84
|
|
msgid ":guilabel:`Duration`: This field displays the hours based on the :guilabel:`To` and :guilabel:`From` entries. Modifying this field modifies the :guilabel:`To` field (the :guilabel:`From` field does not change)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:88
|
|
msgid "Once the desired information is entered, click :guilabel:`Save & Close` to save the entry, and close the pop-up form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:-1
|
|
msgid "Filling in the work entry Create form in Odoo."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:97
|
|
msgid "Conflicts"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:99
|
|
msgid "A conflict occurs when a request has not been approved, such as sick time or vacation, or if there are any errors on the work entry. Conflicts that span the current pay period being processed **must** be resolved before payslips can be generated."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:103
|
|
msgid "Any work entry that has a conflict to be resolved is indicated on the main :guilabel:`Work Entry` dashboard, which can be accessed by navigating to :menuselection:`Payroll app --> Work Entries --> Work Entries`. Only conflicts needing resolution are shown by default."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:107
|
|
msgid "Conflicts are indicated with an orange triangle in the top-left corner of each individual work entry. Click on an individual work entry to see the date and time for the specific work entry, then click :guilabel:`Edit` to view the conflict details in a pop-up window."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:-1
|
|
msgid "A row of conflicts, with one entry showing details for the conflict."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:114
|
|
msgid "The conflict is briefly explained in an orange text box in the :guilabel:`Open` pop-up window that appears."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:117
|
|
msgid "The :guilabel:`Description`, :guilabel:`Employee`, and :guilabel:`Work Entry Type` are listed on the left side of the pop-up window. The :guilabel:`From` and :guilabel:`To` date and time range, as well as the total time (in hours) in the :guilabel:`Duration` field, appears on the right side."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:122
|
|
msgid "Time off conflicts"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:124
|
|
msgid "The most common work entry conflicts are for time off requests. Odoo automatically generates work entries for specific time periods. When time off is requested after these work entries are generated, it results in duplicate work entries for that employee (one for time off and another for regular work)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:129
|
|
msgid "If there is a conflict because a time off request is in the system for the same time that a regular work entry already exists, the time off request is entered in a :guilabel:`Time Off` field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:132
|
|
msgid "Conflicts can be resolved either directly on the work entry or in the detailed time off request form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:138
|
|
msgid "Resolve on work entry"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:140
|
|
msgid "If no additional details are needed to determine if a time off request should be approved or refused, the time off conflict can be resolved directly from the work entry pop-up window."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:143
|
|
msgid "Click either the :guilabel:`Refuse Time Off` or :guilabel:`Approve Time Off` buttons to refuse or approve the time off request, then the two buttons disappear. Click the :guilabel:`Save & Close` button to close the pop-up window."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:147
|
|
msgid "The conflict disappears from the :guilabel:`Work Entry` dashboard, since the conflict is now resolved."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:-1
|
|
msgid "The detailed conflict pop-up window that appears when the Edit button is clicked."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:154
|
|
msgid "If the time off is approved, the status of the work entry conflict changes to :guilabel:`Cancelled`. If the time off is refused, the status changes to :guilabel:`Draft`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:160
|
|
msgid "Resolve on time off request"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:162
|
|
msgid "If more details are needed to make a decision about the time off request, hover over the entry in the :guilabel:`Time Off` field, and click the :icon:`fa-external-link` :guilabel:`(Internal Link)` icon that appears at the end of the line. This causes an :guilabel:`Open: Time Off` pop-up window to load, with all the time off request details. Click either the :guilabel:`Approve` or :guilabel:`Refuse` buttons to approve or refuse the request."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:168
|
|
msgid "To resolve the time off conflict on the detailed time off request pop-up window, click the :guilabel:`Internal Link` button at the end of the :guilabel:`Time Off` entry line, and the time off request details appear in a new pop-up window. The request can be modified, if needed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:172
|
|
msgid "Click the :guilabel:`Approve` button to approve the request, then click the :guilabel:`Save & Close` button to save the changes, and go back to the work entry conflict pop-up window."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:-1
|
|
msgid "The detailed time off request information."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:178
|
|
msgid "Now, the :guilabel:`Approve Time Off` button is hidden, only the :guilabel:`Refuse Time Off` button is visible."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:181
|
|
msgid "If the approval was a mistake, the request can be refused here, by clicking the :guilabel:`Refuse Time Off` button."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:184
|
|
msgid "Since the time off was approved in the time off window, click the :guilabel:`X` in the top-right corner to close the window. The conflict disappears from the :guilabel:`Work Entry` dashboard, since it has been resolved."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:191
|
|
msgid "Regenerate work entries"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:193
|
|
msgid "After conflicts are resolved, the affected work entries must be regenerated. This recreates the specified work entries, and overwrites the previously conflicting work entries."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:196
|
|
msgid "While :ref:`conflicts <payroll/conflicts>` *can* be resolved individually, if the conflicts are caused from another application, such as **Planning** or **Attendances**, it is best practice to correct the record in the application causing the conflict. The reason this method is recommended is because, if the issue in the related application is **not** resolved, when work entries are regenerated, the conflicts reappear."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:202
|
|
msgid "First, ensure the issues are resolved in the specific applications that caused the work entry conflicts. Once the conflicts have been resolved in the corresponding apps, open the work entry dashboard by navigating to :menuselection:`Payroll app --> Work Entries --> Work Entries`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:206
|
|
msgid "Click the :guilabel:`Regenerate Work Entries` button at the top of the :guilabel:`Work Entries` dashboard, and a :guilabel:`Work Entry Regeneration` pop-up window appears."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:209
|
|
msgid "Select the :guilabel:`Employees` to regenerate work entries for, using the drop-down menu. Adjust the :guilabel:`From` and :guilabel:`To` fields, so the correct date range is displayed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:212
|
|
msgid "Click the :guilabel:`Regenerate Work Entries` button, and the work entries are recreated. Once finished, the pop-up window closes."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:-1
|
|
msgid "Regenerate a work entry for a particular employee."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:219
|
|
msgid "An employee has incorrect work entries generated from the **Planning** app because they were incorrectly assigned to two work stations simultaneously. This should be fixed in the **Planning** app, instead of the **Payroll** app."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:223
|
|
msgid "To correct this issue, modify the employee's schedule in the **Planning** app, so they are correctly assigned to only one work station. Then, in the **Payroll** app, regenerate work entries for that employee, for that specific time period."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:227
|
|
msgid "The **Payroll** app then pulls the new, corrected data form the **Planning** app, and recreates the correct work entries for that employee. All conflicts for that employee are now resolved."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:231
|
|
msgid ":doc:`payslips`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entries.rst:233
|
|
msgid ":doc:`batches`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entry_analysis.rst:3
|
|
msgid "Work entry analysis"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entry_analysis.rst:5
|
|
msgid "The default *Work Entries Analysis* report provides an overview of the validated work entries for the current month. To view this report, navigate to :menuselection:`Payroll app --> Reporting --> Work Entry Analysis`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entry_analysis.rst:9
|
|
msgid "The work entries appear in a pivot table, with the default filters of :guilabel:`Current month: (Month)(Year)` and :guilabel:`Validated`. The various types of :doc:`work_entries` populate the rows, while the :guilabel:`Total` values populate the only visible column."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entry_analysis.rst:13
|
|
msgid "To change the displayed information, click :icon:`fa-plus-square` :guilabel:`Total` above the main column, revealing a drop-down menu of available metrics. Click on one of the available groupings, and the data is further organized by that selected metric. The default options are :guilabel:`Work Entry Type`, :guilabel:`Employee`, and :guilabel:`Department`. If in a multi-company database, a :guilabel:`Company` option also appears."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entry_analysis.rst:20
|
|
msgid "Work entry analysis comparison"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entry_analysis.rst:22
|
|
msgid "It is possible to compare the work entries from one time period to a previous time period. To view this comparison, first navigate to :menuselection:`Payroll app --> Reporting --> Work Entry Analysis`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entry_analysis.rst:26
|
|
msgid "Next, click the :icon:`fa-caret-down` :guilabel:`(down arrow)` icon in the search bar, revealing a drop-down menu. Under the :icon:`fa-adjust` :guilabel:`Comparison` section, click on either :guilabel:`Current Month: Previous Period` or :guilabel:`Current Month: Previous Year`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entry_analysis.rst:30
|
|
msgid "The report updates and displays the data for the current time period, data for the selected previous time period, as well as the :guilabel:`Variation` between the two, in a percentage."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entry_analysis.rst:-1
|
|
msgid "A pivot table comparing the work entries of the current month and the previous month."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entry_analysis.rst:37
|
|
msgid "If no work entries for a specific :ref:`work entry type <payroll/work-entries>` are logged for the time period, it does **not** appear on the report. That does **not** mean the work entry type does not exist, or is not configured."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entry_analysis.rst:41
|
|
msgid "Additionally, if the default :guilabel:`Current month: (Month)(Year)` filter is removed from the search bar, the :guilabel:`Comparison` column does **not** appear; there must be a time-frame selected to view the :guilabel:`Comparison` column."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entry_analysis.rst:46
|
|
msgid "Use case: overtime report comparison"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entry_analysis.rst:48
|
|
msgid "It is possible to alter the *Work Entries Analysis* report to show a comparison of only overtime work entries, grouped by employee, for a specific time period. To view this data, first navigate to the default *Work entry analysis* report by going to :menuselection:`Payroll app --> Reporting --> Work Entry Analysis`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entry_analysis.rst:53
|
|
msgid "Next, click the :icon:`fa-caret-down` :guilabel:`(down arrow)` icon in the search bar, revealing a drop-down menu. Under the :icon:`fa-filter` :guilabel:`Filters` column, click :guilabel:`Add Custom Filter`, and a :guilabel:`Add Custom Filter` pop-up window appears."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entry_analysis.rst:57
|
|
msgid "Using the drop-down menu, select :guilabel:`Work Entry Type` for the first field, leave the middle field as-is (with :guilabel:`is in` populating the field), and select :guilabel:`Overtime Hours` for the last field. Click :guilabel:`Add`, and all other work entry types disappear, and :guilabel:`Overtime Hours` appear in the sole row."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entry_analysis.rst:62
|
|
msgid "To compare overtime from the current month to the previous month, to see which month had more overtime logged, click the :icon:`fa-caret-down` :guilabel:`(down arrow)` icon again in the search bar. Under the :icon:`fa-adjust` :guilabel:`Comparison` section, click :guilabel:`Current Month: Previous Period`. Click away from the drop-down menu to close it."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entry_analysis.rst:67
|
|
msgid "Now, the report displays the :guilabel:`Overtime Hours` for the current month and the previous month, along with the :guilabel:`Variation`, in a percentage."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entry_analysis.rst:70
|
|
msgid "To view which employees received the most overtime, click :icon:`fa-plus-square` :guilabel:`Overtime Hours`, revealing a drop-down menu of options. Click :guilabel:`Employee`, and all employees with overtime work entries for either the current or previous month appears."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entry_analysis.rst:74
|
|
msgid "In this example, it can be determined that :guilabel:`Marc Demo` worked the most overtime in :guilabel:`August 2024`, whereas :guilabel:`Beth Evans` worked the most overtime hours in :guilabel:`September 2024`. Additionally, :guilabel:`Mitchell Admin` had the largest variation change, with a :guilabel:`-100%` change from :guilabel:`August 2024` to :guilabel:`September 2024`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/payroll/work_entry_analysis.rst:-1
|
|
msgid "A pivot table comparing the overtime from September 2024 with August 2024."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:5
|
|
msgid "Recruitment"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:7
|
|
msgid "Odoo keeps all job applicants organized with a preconfigured series of steps and stages that each applicant goes through. Each stage has a specific steps that should be performed. These range from scheduling a phone call, conducting an interview, or sending a job offer, for example. This process is referred to as the *applicant flow.*"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:12
|
|
msgid "When an applicant applies for a job position, an *applicant card* is automatically created in Odoo's **Recruitment** app for that specific job position. As the applicant progresses through the recruitment pipeline, the recruitment team moves their card from one stage to the next."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:16
|
|
msgid ":ref:`Stages can be configured <recruitment/modify-stages>` so that an email is automatically sent out using a set, preconfigured template as soon as an applicant's card enters a stage. These automated emails are defined on each stage in the applicant flow."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:20
|
|
msgid "The flow described in this document is Odoo's default configuration, but it can be customized to suit any recruitment process."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:24
|
|
msgid "Stages apply to all job positions unless :ref:`marked as job-specific <recruitment/customize-stages>` Changes to stages (e.g., additions, deletions) affect all positions unless explicitly scoped."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:33
|
|
msgid "Before creating a job position in Odoo, configure the necessary settings for the **Recruitment** app. To view and edit the settings, navigate to :menuselection:`Recruitment app --> Configuration --> Settings`. After any changes are made, click the :guilabel:`Save` button in the top-left corner to save all the changes."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:39
|
|
msgid "Process"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:41
|
|
msgid "The :guilabel:`Process` section of the settings page specifies what the database can and cannot do during the recruitment process."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:45
|
|
msgid "Send interview survey"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:47
|
|
msgid "Odoo is capable of having a survey sent to an applicant to gather more information about them. Surveys can be thought of as exams, or questionnaires, and can be customized in various ways to provide the recruitment team with valuable insights into the applicant"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:51
|
|
msgid "Enable the :guilabel:`Send Interview Survey` option to send surveys to applicants. Once enabled, an :icon:`fa-arrow-right` :guilabel:`Interview Survey` internal link appears. Click the :icon:`fa-arrow-right` :guilabel:`Interview Survey` link to navigate to a list of all created surveys."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:56
|
|
msgid "This list includes all surveys that were created in the database, not only surveys used in the **Recruitment** app. If no surveys have been created, the surveys list displays a :guilabel:`No Survey Found` message, and presents options to create a survey from several preconfigured survey templates."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:62
|
|
msgid ":doc:`create/edit surveys <../marketing/surveys/create>`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:65
|
|
msgid "Enabling the :guilabel:`Send Interview Survey` option will install the **Surveys** application once the settings are saved, if not already installed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:71
|
|
msgid "When sending an offer to an applicant, an expiration date can be set on the offer. Enter the number of days an offer is valid for in the :guilabel:`days` field. After the set amount of days has passed, if the applicant has not accepted the offer, the offer is no longer available."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:78
|
|
msgid "Résumé display"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:80
|
|
msgid "When applicants submit an application, one of the default required fields is a résumé, or :abbr:`CV (curriculum vitae)`. All résumés are stored in the **Documents** application, and are accessible on the applicant's card."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:84
|
|
msgid "A résumé has the option to appear on the applicant's form, which can be viewed by clicking on the applicant's card. The résumé appears on the right-side of the screen. If this is not enabled, the résumé is accessed via a link in the chatter, where it needs to be clicked to expand and view it, or downloaded."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:89
|
|
msgid "Enable the :guilabel:`Résumé Display` option to show the résumé on the applicant's card by default, and in addition to the document link. When enabled, the résumé appears on the right side of the applicant's card."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:94
|
|
msgid "For the résumé to appear on the right-side, the browser window must be in full-screen mode (where the browser spans the entire screen)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:97
|
|
msgid "If the browser window is set to a size smaller than the entire width of the screen (not full-screen), then the résumé does not appear on the right-side. Instead, the résumé appears in the :guilabel:`Files` section of the chatter, below the applicant's card."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:-1
|
|
msgid "The résumé on an applicant's card, appearing on the right side."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:105
|
|
msgid "In-App Purchases"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:107
|
|
msgid "The :guilabel:`In-App Purchases` section of the :guilabel:`Settings` menu deals with items that required credits to use, such as :abbr:`SMS (Short Message Service)` text messages, and digitizing résumés."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:112
|
|
msgid ":doc:`SMS pricing and FAQs <../marketing/sms_marketing/pricing_and_faq>`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:115
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:82
|
|
msgid "Send SMS"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:117
|
|
msgid "It is possible to send text messages to applicants directly through the **Recruitment** app. This feature requires credits to use. Click the :icon:`fa-arrow-right` :guilabel:`Manage Service & Buy Credits` internal link, and follow the steps to :doc:`purchase credits <../marketing/sms_marketing/pricing_and_faq>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:125
|
|
msgid "Résumé digitization (OCR)"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:127
|
|
msgid "When an application is submitted using any of the available methods, such as an online application submission, emailing a resume to the job position alias, or creating an applicant record directly from the database, it is possible to have Odoo extract the applicant's name, phone number, and email address from the résumé and populate the applicant's form. To do so, enable the :guilabel:`Résumé Digitization (OCR)` option."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:133
|
|
msgid "When enabled, additional options appear. Click on the corresponding radio button to select one of the following options:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:136
|
|
msgid ":guilabel:`Do not digitize`: this option turns off résumé digitization."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:137
|
|
msgid ":guilabel:`Digitize on demand only`: this option only digitizes resumes when requested. A :guilabel:`Digitize document` buttons appears on applicant cards. When clicked, the résumé is scanned and the applicant's card is updated."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:140
|
|
msgid ":guilabel:`Digitize automatically`: this option automatically digitizes all résumés when they are submitted."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:143
|
|
msgid "Beneath these options are two additional links. Click the :icon:`fa-arrow-right` :guilabel:`Manage Service & Buy Credits` internal link to purchase credits for résumé digitization. Click the :icon:`fa-arrow-right` :guilabel:`View My Services` internal link to view a list of all current services, and their remaining credit balances."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:148
|
|
msgid "For more information on document digitization and :abbr:`IAP's (in-app purchases)`, refer to the :doc:`In-app purchase (IAP) <../essentials/in_app_purchase>` documentation."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:152
|
|
msgid "The :guilabel:`Do not digitize` option may appear redundant but serves a distinct purpose. Disabling the :guilabel:`Résumé Digitization (OCR)` option uninstalls the module, while :guilabel:`Do not digitize` keeps the module installed but inactive—allowing the user to re-enable digitization later without reinstalling the module."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:160
|
|
msgid "To access the Kanban view for a job position, navigate to the main :menuselection:`Recruitment` app dashboard, which is the default view when opening the application. All job positions appear on the main dashboard. Click the :guilabel:`(#) New Applications` smart button on a job position card to navigate to the Kanban view for all the applicants for that particular job position."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:-1
|
|
msgid "Main dashboard view of job position card, showing new applications button."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:168
|
|
msgid "Inside the job application, the Kanban stages appear, with all the applicants populated in their respective columns, indicating what stage they are currently in. In Odoo, six default stages are configured:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:172
|
|
msgid ":ref:`New <recruitment/new>`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:173
|
|
msgid ":ref:`Initial Qualification <recruitment/initial-qualification>`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:174
|
|
msgid ":ref:`First Interview <recruitment/first-interview>`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:175
|
|
msgid ":ref:`Second Interview <recruitment/second-interview>`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:176
|
|
msgid ":doc:`Contract Proposal <recruitment/offer_job_positions>`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:177
|
|
msgid ":ref:`Contract Signed <recruitment/offer_job_positions/contract-signed>`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:179
|
|
msgid "The last column, :guilabel:`Contract Signed`, is folded by default. Folded columns appear gray, and the applicants in it are hidden from view. To expand the folded stage and view the applicant cards for that column, click anywhere on the thin gray column that says the stage name and the column expands, revealing the applicants."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:-1
|
|
msgid "Expand a folded column by clicking on it in the Kanban view."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:187
|
|
msgid "Each stage has a color-coded bar beneath the stage name, providing status information for the applicant's in that specific stage. The status colors are:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:190
|
|
msgid ":guilabel:`Green`: the applicant is ready to move to the next stage."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:191
|
|
msgid ":guilabel:`Red`: the applicant is blocked from moving to the next stage."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:192
|
|
msgid ":guilabel:`Gray`: the applicant is still in progress in the current stage and is neither ready nor blocked from the next stage."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:195
|
|
msgid "The status for each card is set manually. To set the status, click on the small circle in the lower-left of the applicant card. A status pop-up window appears. Click on the desired status for the applicant. The status dot on the applicant card as well as the status bar updates."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:-1
|
|
msgid "The applicant card statuses, and status bar."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:203
|
|
msgid "The names for the three status colors (`In Progress`, `Ready for Next Stage`, and `Blocked`) :ref:`can be modified <recruitment/modify-stages>`, if desired."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:209
|
|
msgid "Customize stages"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:211
|
|
msgid "Stages can be modified, added, or deleted to match the particular hiring steps of a business."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:214
|
|
msgid "New stage"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:216
|
|
msgid "To create a new stage, click on :icon:`fa-plus` :guilabel:`Stage` and a new column appears. Enter the title for the new stage in the :guilabel:`Stage title` field, then click :guilabel:`Add`. The new column appears, and another new stage is available to create. If no new stages are needed, click anywhere on the screen to exit the new stage creation."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:-1
|
|
msgid "The plus sign to click to add a new column to the Kanban stages."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:227
|
|
#: ../../content/applications/hr/recruitment/schedule_interviews.rst:215
|
|
msgid "Modify stage"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:229
|
|
msgid "To modify the settings of a stage, hover over the name of the stage, and a :icon:`fa-cog` :guilabel:`(Settings)` icon appears in the upper right hand side of the stage. Click on the :icon:`fa-cog` :guilabel:`(Settings)` icon and a menu appears. Then click on the :guilabel:`Edit` option. An :guilabel:`Edit: (Stage)` form appears. Make any desired modifications to the form, then click :guilabel:`Save & Close` when done."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:-1
|
|
msgid "The gear icon that appears when a column name is moused over, and the drop-down menu it\n"
|
|
"displays when clicked."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:242
|
|
msgid "Edit stage form"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:244
|
|
msgid "The :guilabel:`Edit: (Stage)` form is where the stage's settings are configured. The only required field is the :guilabel:`Stage Name`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:247
|
|
msgid "The fields to be populated or modified are:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:249
|
|
msgid ":guilabel:`Stage Name`: Type in a name for the stage."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:250
|
|
msgid ":guilabel:`Email Template`: Select an email template to be used from the drop-down menu. If a template is selected, when the applicant card enters the stage, an email is automatically sent to the applicant using the selected template."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:253
|
|
msgid ":guilabel:`Folded in Kanban`: Check the box to have the stage appear folded (hidden) at all times in the default view."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:255
|
|
msgid ":guilabel:`Hired Stage`: Check the box if this stage indicates that the applicant is hired. When an applicant's card enters this stage, the card displays a :guilabel:`Hired` banner in the upper right corner. If this box is checked, this stage is used to determine the hire date of an applicant."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:259
|
|
msgid ":guilabel:`Job Specific`: If the stage only applies to specific job positions, select the job positions from the drop-down menu. Multiple job positions can be selected."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:261
|
|
msgid ":guilabel:`Show in Referrals`: Check the box if this stage should be seen in the *Referrals* application, and allow the referrer to accrue points when a referral of theirs reaches this stage. If this is active, a :guilabel:`Points` field appears. Enter the amount of referral points the employee receives when an applicant enters this stage. The **Referrals** app must be installed in order to use this option."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:266
|
|
msgid ":guilabel:`Points`: If :guilabel:`Show in Referrals` is enabled, this field appears. Enter the number of points the employee earns when an applicant moves to this stage."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:268
|
|
msgid ":guilabel:`Tooltips` section: There are three preconfigured status labels (colored circles) for each applicant's card, indicating its status. These colors are displayed at the top of each stage to reflect the statuses of the applicants in the stage. The *names* for the label can be modified, but the label itself (the color) cannot. The default names and labels are: :guilabel:`In Progress` (gray), :guilabel:`Blocked` (red), and :guilabel:`Ready for Next Stage` (green)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:273
|
|
msgid ":guilabel:`Requirements`: Enter any internal notes for this stage explaining any requirements of the stage."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:277
|
|
msgid "Delete stage"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:279
|
|
msgid "If a stage is no longer needed, the stage can be deleted. To delete a stage, hover over the name of the stage, and a :icon:`fa-cog` :guilabel:`(Settings)` icon appears. First, click on the :icon:`fa-cog` :guilabel:`(Settings)` icon to reveal a drop-down menu, then click :guilabel:`Delete`. A :guilabel:`Confirmation` pop-up warning appears, asking :guilabel:`Are you sure you want to delete this column?` Click :guilabel:`Delete` to delete the column."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:286
|
|
msgid "If there are applicants currently in the stage being deleted, an error pops up when attempting to delete the stage. The records currently in the stage to need to be either deleted, archived, or moved to a different stage before the stage can be deleted."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:291
|
|
msgid "Email templates"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:293
|
|
msgid "To communicate with the applicant, Odoo has several preconfigured email templates that can be used. The preconfigured email templates and when to use them are as follows:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:296
|
|
msgid ":guilabel:`Recruitment: Applicant Acknowledgement`: this template is used to let the applicant know that their application was received. This email is automatically sent out once the applicant is in the :guilabel:`New` stage."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:299
|
|
msgid ":guilabel:`Recruitment: Interest`: this template is used to let the applicant know that their application caught the recruiter's attention, and they have been shortlisted for either a phone call or an interview."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:302
|
|
msgid ":guilabel:`Recruitment: Not interested anymore`: this template is used when an applicant communicates that they are no longer interested in the position, and thanks them for their time and consideration."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:305
|
|
msgid ":guilabel:`Recruitment: Refuse`: this template is used when an applicant is no longer being considered for the position."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:307
|
|
msgid ":guilabel:`Recruitment: Schedule Interview`: this template is used to let the applicant know that they have passed the :guilabel:`Initial Qualification` stage, and they will soon be contacted to set up an interview with the recruiter. This email is automatically sent out once the applicant is in the :guilabel:`Initial Qualification` stage."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:313
|
|
msgid "Email templates can be created, modified, and deleted to suit the needs of a business. For more information on email templates, refer to the :doc:`../general/companies/email_template` document."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:316
|
|
msgid "To manually send an email, click :guilabel:`Send message` in the chatter. A text box appears, as well as the applicant's email address."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:-1
|
|
msgid "Send an email from the chatter."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:322
|
|
msgid "Click the :icon:`fa-expand` :guilabel:`(Full composer)` icon in the bottom right corner of the :guilabel:`Send Message` tab in the chatter. A :guilabel:`Compose Email` pop-up window loads, with the :guilabel:`To` and :guilabel:`Subject` pre-populated. The applicant's email address is entered in the :guilabel:`To` field, and the :guilabel:`Subject` is `(Job Position)`. The email body is empty by default."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:328
|
|
msgid "To use a preconfigured email template, click the :icon:`fa-ellipsis-v` :guilabel:`(vertical elipsis)` button in the bottom of the window. Select the email template to use from the drop-down menu."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:332
|
|
msgid "Preconfigured email templates may contain dynamic placeholders so unique information can be populated in the email for a more personalized message to the applicant. Several preconfigured email templates are available to choose from. Depending on the template selected, the email subject or body may change."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:338
|
|
msgid "Only the email templates that are configured for the model load. Other email templates come preconfigured in Odoo, but if they are not configured for the recruitment application, they do not appear in the list of available templates."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:342
|
|
msgid "If any attachments need to be added, click the :icon:`fa-paperclip` :guilabel:`(paperclip)` button at the bottom of the window. Navigate to the file to be attached, then click :guilabel:`Open` to attach it. To delete an attachment, click the :icon:`fa-close` :guilabel:`(delete)` icon to the right of the attachment."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:347
|
|
msgid "If any changes need to be made to the email, edit the body of the email. If the edits should be saved to be used in the future, the email can be saved as a new template. Click the :icon:`fa-ellipsis-v` :guilabel:`(vertical elipsis)` button in the bottom of the window, and select :guilabel:`Save as Template`. Options are presented to either overwrite an existing template, or save a new template. Click on an existing template name to overwrite that template, or click :guilabel:`Save as Template` to save a new template. A :guilabel:`Create a Mail Template` pop-up window loads. Enter a name for the template in the :guilabel:`Template Name` field, then click :guilabel:`Save`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:356
|
|
msgid "To send the email, click :guilabel:`Send` and the email is sent to the applicant. The email then appears in the chatter."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:-1
|
|
#: ../../content/applications/hr/recruitment/recruitment-flow.rst:-1
|
|
msgid "Send a custom survey, also referred to as an interview form, to an applicant using a\n"
|
|
"preconfigured template."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:364
|
|
msgid ":doc:`recruitment/new_job`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:365
|
|
msgid ":doc:`recruitment/post_job`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:366
|
|
msgid ":doc:`recruitment/add-new-applicants`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:367
|
|
msgid ":doc:`recruitment/schedule_interviews`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:368
|
|
msgid ":doc:`recruitment/offer_job_positions`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:369
|
|
msgid ":doc:`recruitment/refuse_applicant`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:370
|
|
msgid ":doc:`recruitment/applicant_analysis`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:371
|
|
msgid ":doc:`recruitment/source_analysis`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:372
|
|
msgid ":doc:`recruitment/velocity_analysis`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment.rst:373
|
|
msgid ":doc:`recruitment/team_performance`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/add-new-applicants.rst:3
|
|
msgid "Add new applicants"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/add-new-applicants.rst:5
|
|
msgid "Once an applicant submits an application, either using the online application, or emailing a job position alias, an applicant card is automatically created in the **Recruitment** application."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/add-new-applicants.rst:8
|
|
msgid "However, in some instances, applicants may need to be created manually in the database. This could be necessary if, for example, a company accepts paper applications in the mail, or is meeting prospective applicants at an in-person job fair."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/add-new-applicants.rst:12
|
|
msgid "To view current applicants, navigate to the :menuselection:`Recruitment` app, then click the desired job position card. Doing so reveals the :guilabel:`Applications` page, which displays all applicants for that specific role, in a default Kanban view, organized by stage."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/add-new-applicants.rst:16
|
|
msgid "Add new applicants from a job position's :guilabel:`Applications` page by using either: the :ref:`quick add <recruitment/quick-add-applicant>` button, or the :ref:`New <recruitment/create-new-applicant>` button."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/add-new-applicants.rst:23
|
|
msgid "Quick add"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/add-new-applicants.rst:25
|
|
msgid "On the :guilabel:`Applications` page, click the quick add button, represented by a small :icon:`fa-plus` :guilabel:`(plus)` icon in the top-right corner of each stage, to add a new applicant to that stage."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/add-new-applicants.rst:29
|
|
msgid "Enter the following information on the card:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/add-new-applicants.rst:31
|
|
msgid ":guilabel:`Candidate`: Select the applicant from the drop-down menu. Displays as the card title in the Kanban view of the :guilabel:`Applications` page. If the candidate is *not* in the system (from a previous application, or is a current employee), after entering the applicant's name, click :guilabel:`Create \"(candidate)\"`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/add-new-applicants.rst:35
|
|
msgid ":guilabel:`Job Position`: The current job position populates this field. If needed, the job position can be changed by selecting a different position from the drop-down menu. If a different job position is selected, after the card is created, the card appears on the :guilabel:`Applications` page for that newly-selected job position."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/add-new-applicants.rst:40
|
|
msgid "After the information is entered, click :guilabel:`Add`. The applicant appears in the list, and a new blank applicant card appears."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/add-new-applicants.rst:43
|
|
msgid "If preferred, after entering the :guilabel:`Candidate` in the Kanban card that appears, click :guilabel:`Edit`, and a detailed applicant form loads. Refer to the :ref:`New applicant form <recruitment/applicant-details>` section for details about filling out the form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/add-new-applicants.rst:47
|
|
msgid "When doing a quick add, clicking away from an empty card, or clicking the :icon:`fa-trash-o` (:guilabel:`trash`) icon, discards the applicant."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/add-new-applicants.rst:-1
|
|
msgid "All the fields for a new applicant form entered when using the Quick Add option."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/add-new-applicants.rst:56
|
|
msgid "New applicant form"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/add-new-applicants.rst:58
|
|
msgid "On the :guilabel:`Applications` page, click the :guilabel:`New` button in the top-left corner, and a blank application form loads."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/add-new-applicants.rst:61
|
|
msgid "On the new application form, the :guilabel:`Job Position` and :guilabel:`Recruiter` fields are populated according to the job position configurations, by default. Additionally, the :guilabel:`Department` and :guilabel:`Company` fields in the :guilabel:`Details` tab may also be populated, if those details are configured on the job position."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/add-new-applicants.rst:66
|
|
msgid "Complete the fields in the following sections on the new applicant form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/add-new-applicants.rst:69
|
|
msgid "Depending on installed applications and configurations, some fields may **not** be displayed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/add-new-applicants.rst:74
|
|
msgid "Candidate section"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/add-new-applicants.rst:76
|
|
msgid ":guilabel:`Evaluation`: Represents a rating for the applicant: one star (:icon:`fa-star` :icon:`fa-star-o` :icon:`fa-star-o`) is :guilabel:`Good`, two stars (:icon:`fa-star` :icon:`fa-star` :icon:`fa-star-o`) is :guilabel:`Very Good`, and three stars (:icon:`fa-star` :icon:`fa-star` :icon:`fa-star`)is :guilabel:`Excellent.`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/add-new-applicants.rst:80
|
|
msgid ":guilabel:`Candidate`: Enter the applicant's name. This field is displayed as the card title in the Kanban view of the :guilabel:`Applications` page. This is the **only** required field on the form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/add-new-applicants.rst:83
|
|
msgid ":guilabel:`Email`: Enter the applicant's email address."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/add-new-applicants.rst:84
|
|
msgid ":guilabel:`Phone`: Enter the applicant's phone number."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/add-new-applicants.rst:85
|
|
msgid ":guilabel:`LinkedIn Profile`: Enter the web address for the applicant's personal profile on LinkedIn."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/add-new-applicants.rst:87
|
|
msgid ":guilabel:`Job Position`: Select the job position the applicant is applying for. This field is populated by default, but can be changed if necessary."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/add-new-applicants.rst:89
|
|
msgid ":guilabel:`Recruiter`: Select the user responsible for the entire recruitment process for the job position."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/add-new-applicants.rst:91
|
|
msgid ":guilabel:`Interviewers`: Using the drop-down menu, select the people to conduct the interviews. The selected people **must** have either *recruiter* or *officer* rights configured for the **Recruitment** application to appear in the drop-down list. Refer to the :doc:`Access rights <../../general/users/access_rights>` documentation for more information."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/add-new-applicants.rst:95
|
|
msgid ":guilabel:`Tags`: Select as many tags as desired from the drop-down menu. To add a tag that does not exist, type in the tag name, then click :guilabel:`Create \"new tag\"` from the resulting drop-down menu."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/add-new-applicants.rst:-1
|
|
msgid "All the fields of the Candidate section for a new applicant form entered."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/add-new-applicants.rst:103
|
|
msgid "Notes tab"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/add-new-applicants.rst:105
|
|
msgid "Enter any notes regarding the applicant in this tab. These notes are only visible internally, with users that have the proper access rights."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/add-new-applicants.rst:111
|
|
msgid "The :guilabel:`Details` tab houses various information regarding the applicant and the job position."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/add-new-applicants.rst:114
|
|
msgid "Applicant section"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/add-new-applicants.rst:116
|
|
msgid "Enter the following information in the respective fields:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/add-new-applicants.rst:118
|
|
msgid ":guilabel:`Degree`: Select the applicant's highest level of education from the drop-down menu. Options are: :guilabel:`Graduate`, :guilabel:`Bachelor Degree`, :guilabel:`Master Degree`, or :guilabel:`Doctoral Degree`. The :guilabel:`Graduate` option indicates the applicant graduated at the highest level of school before a Bachelor's degree, such as a high school or secondary school diploma, depending on the country."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/add-new-applicants.rst:123
|
|
msgid ":guilabel:`Availability`: Select the available start date for the applicant. To select a date, click on the field to reveal a popover calendar. Use the :icon:`fa-angle-left` :guilabel:`(left)` and :icon:`fa-angle-right` :guilabel:`(right)` arrows on either side of the month to navigate to the desired month, then click the desired date. Leaving this field blank indicates the applicant can start immediately."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/add-new-applicants.rst:130
|
|
msgid "Salary package section"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/add-new-applicants.rst:132
|
|
msgid "Configure both the offered and proposed salary and benefits in this section. Fill out the following fields:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/add-new-applicants.rst:135
|
|
msgid ":guilabel:`Expected`: Enter the amount the applicant is requesting in this field. The number should be in a `XX,XXX.XX` format. The currency is determined by the localization setting for the company."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/add-new-applicants.rst:138
|
|
msgid ":guilabel:`Other Benefits`: If any benefits are requested by the applicant, enter them in the blank :guilabel:`Other Benefits` text field to the right of the :guilabel:`Expected` salary field. The benefits should be short and descriptive, such as `4 Weeks Vacation` or `Dental Plan`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/add-new-applicants.rst:141
|
|
msgid ":guilabel:`Proposed`: Enter the amount to be offered to the applicant for the role in this field. The number should be in a `XX,XXX.XX` format."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/add-new-applicants.rst:143
|
|
msgid ":guilabel:`Other Benefits`: If any benefits are offered to the applicant, enter them in the :guilabel:`Other Benefits` text field to the right of the :guilabel:`Proposed` field. The benefits should be short and descriptive, such as `Unlimited Sick Time` or `Health Insurance`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/add-new-applicants.rst:148
|
|
msgid "Job section"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/add-new-applicants.rst:150
|
|
msgid "The following fields are pre-populated when creating a new applicant, as long as these fields are specified on the job position form. Editing the fields is possible, if desired."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/add-new-applicants.rst:153
|
|
msgid ":guilabel:`Department`: select the department the job position falls under from the drop-down menu."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/add-new-applicants.rst:155
|
|
msgid ":guilabel:`Company`: select the company the job position is for using the drop-down menu. This field **only** appears when in a multi-company database."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/add-new-applicants.rst:159
|
|
msgid "Sourcing section"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/add-new-applicants.rst:161
|
|
msgid "This section houses the details regarding the way the applicant applied for the job position. This information is necessary for :doc:`employee referrals <../referrals>`, and allows for reporting on the channels with the highest applicant generation."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/add-new-applicants.rst:165
|
|
msgid ":guilabel:`Source`: Using the drop-down menu, select where the applicant learned about the job position. The following options come preconfigured in Odoo: :guilabel:`Search engine`, :guilabel:`Lead Recall`, :guilabel:`Newsletter`, :guilabel:`Facebook`, :guilabel:`X`, :guilabel:`LinkedIn`, :guilabel:`Monster`, :guilabel:`Glassdoor`, and :guilabel:`Craigslist`. To add a new :guilabel:`Source`, type in the source, then click :guilabel:`Create \"(new source)\"`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/add-new-applicants.rst:170
|
|
msgid ":guilabel:`Medium`: Using the drop-down menu, specify how the job listing was found. The preconfigured options are: :guilabel:`Banner`, :guilabel:`Direct`, :guilabel:`Email`, :guilabel:`Facebook`, :guilabel:`Google Adwords`, :guilabel:`LinkedIn`, :guilabel:`Phone`, :guilabel:`SMS`, :guilabel:`Television`, :guilabel:`Website`, :guilabel:`X` (formerly \"Twitter\"), or :guilabel:`[Push Notifications] (website name)`. To add a new :guilabel:`Medium`, type in the medium, then click :guilabel:`Create \"(new medium)\"`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/add-new-applicants.rst:176
|
|
msgid ":guilabel:`Referred By User`: If referral points are to be earned for this job position in the **Referrals** application, select the user who referred the applicant from the drop-down menu. The **Referrals** application **must** be installed for this field to appear."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/add-new-applicants.rst:-1
|
|
msgid "All the fields of the Details tab for a new applicant form entered."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/add-new-applicants.rst:184
|
|
msgid "Skills tab"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/add-new-applicants.rst:186
|
|
msgid "Skills can be added to the applicant's card. For details on adding skills, refer to the :ref:`Create new employees <employees/skills>` document."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/applicant_analysis.rst:3
|
|
msgid "Applicant analysis"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/applicant_analysis.rst:5
|
|
msgid "The *Applicant Analysis* report allows recruiting departments to see which job positions have the most applicants, which have the most referrals, and how long it takes for applicants to move through the pipeline."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/applicant_analysis.rst:9
|
|
msgid "Knowing how many applicants each specific job position has, along with statistics about how many are hired and refused, can provide valuable insights. This information can assist the recruiting team to pivot their strategies to acquire the most desirable candidates."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/applicant_analysis.rst:14
|
|
msgid "Applicant analysis report"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/applicant_analysis.rst:16
|
|
msgid "Start by navigating to :menuselection:`Recruitment app --> Reporting --> Applicant Analysis`. This presents a line chart of all applicants for the last year."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/applicant_analysis.rst:19
|
|
msgid "Three separate color-coded metrics are presented: :guilabel:`In Progress`, :guilabel:`Hired`, and :guilabel:`Refused`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/applicant_analysis.rst:22
|
|
msgid "Hover the cursor over a month of the chart, and a pop-up window appears, displaying the specific numbers for that month."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/applicant_analysis.rst:-1
|
|
msgid "The default Applicant Analysis report."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/applicant_analysis.rst:29
|
|
#: ../../content/applications/hr/recruitment/team_performance.rst:30
|
|
msgid "Pivot table view"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/applicant_analysis.rst:31
|
|
msgid "For a more detailed view of the information in the :guilabel:`Applicant Analysis` report, click the :icon:`oi-view-pivot` :guilabel:`(Pivot)` icon in the top-right corner. This displays all the information in a pivot table."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/applicant_analysis.rst:35
|
|
msgid "In this view, the job positions are displayed in the rows, and the columns display the total numbers of applicants, including how many of those applicants were hired or refused, and who is still in the recruitment process. The displayed information can be modified, if desired."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/applicant_analysis.rst:39
|
|
msgid "In this example, there are 18 total applicants. Out of that, six have been hired, two have been refused, and ten are still in the recruitment pipeline. The :guilabel:`Experienced Developer` position has six total applicants, three of which were hired, one refused, and two still in progress."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/applicant_analysis.rst:-1
|
|
#: ../../content/applications/hr/recruitment/team_performance.rst:-1
|
|
msgid "The detailed pivot table view."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/applicant_analysis.rst:48
|
|
msgid "Use case: applicants with referrals"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/applicant_analysis.rst:50
|
|
msgid "To get a better understanding of how effective the company's :doc:`referral program <../referrals>` is, the :guilabel:`Applicant Analysis` report can be modified to show how many applicants were referred by current employees."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/applicant_analysis.rst:54
|
|
msgid "From the :icon:`oi-view-pivot` :guilabel:`(Pivot)` view of the :guilabel:`Applicant Analysis` report, first click the :guilabel:`Measures` button to reveal a drop-down menu of options."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/applicant_analysis.rst:57
|
|
msgid "Click both :guilabel:`Has Referrer` and :guilabel:`Count`, to activate those two measures. Then, click :guilabel:`Applicant`, :guilabel:`Hired`, :guilabel:`In Progress` and :guilabel:`Refused` to deactivate those default measures."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/applicant_analysis.rst:61
|
|
msgid "Now, the column displays the number of applicants that came from a referral in the :guilabel:`Has Referrer` column, and the total number of applicants in the :guilabel:`Count` column."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/applicant_analysis.rst:-1
|
|
msgid "The detailed pivot table view displaying the number of referrals and the total applicants."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/applicant_analysis.rst:67
|
|
msgid "In this example, the :guilabel:`Experienced Developer` and :guilabel:`Interior Designer` job positions both have applicants from referrals, while the rest do not have any referrals."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/applicant_analysis.rst:71
|
|
msgid "Hired through referrals"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/applicant_analysis.rst:73
|
|
msgid "It is possible to modify this report even further to see how many referred applicants end up being hired."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/applicant_analysis.rst:76
|
|
msgid "To view this data, click on a :icon:`fa-plus-square` :guilabel:`[job position]` row, which reveals a drop-down menu. Then, click :guilabel:`State` to show the various states applicants are currently in."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/applicant_analysis.rst:81
|
|
msgid "Only states that have applicants in them are shown for each job position. If a state does **not** have any applicants, it does not appear in the list."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/applicant_analysis.rst:84
|
|
msgid "To expand the other rows, and display the various states, click on the :icon:`fa-plus-square` :guilabel:`[job position]` button."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/applicant_analysis.rst:-1
|
|
msgid "The detailed pivot table view displaying applicants hired through referrals."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/applicant_analysis.rst:90
|
|
msgid "Both the :guilabel:`Experienced Developer` and :guilabel:`Interior Designer` roles yielded one referral hire each, confirming that developers and designers generate the highest-success referrals."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:5
|
|
msgid "In Odoo's **Recruitment** application, all job positions are shown on the default dashboard in the **Recruitment** app, which includes both active and inactive positions."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:8
|
|
msgid "Each job position is shown in an individual Kanban card. If the job position is active, and candidates can apply, a :guilabel:`PUBLISHED` banner appears in the top-right corner of the card."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:11
|
|
msgid "View submitted applications by clicking anywhere on a job position card."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:-1
|
|
msgid "Main dashboard view of Recruitment app showing all job positions."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:19
|
|
msgid "Create a new job position"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:21
|
|
msgid "To create a new job position from the main dashboard in the **Recruitment** app, click the :guilabel:`New` button in the top-left corner, and a :guilabel:`Create a Job Position` pop-up window appears."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:25
|
|
msgid "First, enter the name of the :guilabel:`Job Position` (such as `Sales Manager`, `Mechanical Engineer`, etc.) in the field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:28
|
|
msgid "Next, enter an :guilabel:`Application email` by typing in the first half of the email address in the first field, then select the second half of the email using the drop-down menu in the second field. Applicants can send a resumé to this specific email address, and Odoo creates an application for them automatically."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:33
|
|
msgid "When complete, click the :guilabel:`Create` button to save the entry, or the :guilabel:`Discard` button to delete it."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:-1
|
|
msgid "Create a new job position."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:39
|
|
msgid "Once the job position has been created, it appears as a card in the Kanban view on the main **Recruitment** app dashboard."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:45
|
|
msgid "Edit a new job position"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:47
|
|
msgid "After the job position is created, it is time to enter the details for the position. Click on the :icon:`fa-ellipsis-v` :guilabel:`(Dropdown menu)` icon in the upper-right corner of the relevant card to reveal several options, and then click :guilabel:`Configuration` to edit the details."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:-1
|
|
msgid "Edit the job position card."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:55
|
|
msgid "Recruitment tab"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:57
|
|
msgid "All the basic information about the job position is listed under the :guilabel:`Recruitment` tab."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:59
|
|
msgid "None of the fields are required, but it is important to configure and populate the :guilabel:`Department`, :guilabel:`Job Location`, :guilabel:`Employment Type` fields, and the :guilabel:`Job Summary` tab, as they are all visible to prospective applicants on the website."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:64
|
|
msgid "Some fields listed below may not appear depending on the database configuration and other installed applications."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:67
|
|
msgid "The fields can be filled out as follows:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:69
|
|
msgid ":guilabel:`Department`: Select the relevant department for the job position. This is visible on the website."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:71
|
|
msgid ":guilabel:`Job Location`: Select the physical address for the job. If the job position is remote, leave this field blank. This is visible on the website."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:73
|
|
msgid ":guilabel:`Industry`: Select the relevant industry the job position falls under. This field corresponds to the industries on job boards. Odoo comes with 86 preconfigured industries. It is *not* recommended to add a new industry, as it may hide the job position during some searched on the various job boards."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:77
|
|
msgid ":guilabel:`Email Alias`: Enter an email address to which applicants can send a resumé. Once emailed, Odoo automatically creates an application for them. If an email was entered when creating the job position, this field is populated."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:80
|
|
msgid ":guilabel:`Employment Type`: select what type of position the job is, using the drop-down menu. The default options are :guilabel:`Permanent`, :guilabel:`Temporary`, :guilabel:`Seasonal`, :guilabel:`Full-Time`, :guilabel:`Intern`, :guilabel:`Student`, :guilabel:`Apprenticeship`, :guilabel:`Thesis`, :guilabel:`Statutory`, and :guilabel:`Employee`. Depending on the installed localization, other options may be available. This is visible on the website."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:85
|
|
msgid ":guilabel:`Working Schedule`: Select the working schedule for the job position. Odoo provides one working schedule by default, :guilabel:`Standard 40 hours/week`, but all working schedules in the database are available."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:88
|
|
msgid ":guilabel:`Salary Range`: Enter both the minimum and maximum salaries offered for the position in the two fields. Then, set the last field to the time-frame for the salary range. The default options are :guilabel:`Hour`, :guilabel:`Day`, :guilabel:`Week`, :guilabel:`Bi-Week`, :guilabel:`Month`, and :guilabel:`Year`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:92
|
|
msgid ":guilabel:`Expected Skills`: Select all the desired skills for the job position, using the drop-down menu. The skills presented are :ref:`configured in the Employees app <employees/skills>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:95
|
|
msgid ":guilabel:`Company`: Select the company the job is for. This field only appears if using a multi-company database."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:97
|
|
msgid ":guilabel:`Mission Dates`: Using the calendar selector, set the start date for the job position. If the job is temporary and has a specific end date, set the end date in the second field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:99
|
|
msgid ":guilabel:`Target`: Enter the number of employees to be hired for this position."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:100
|
|
msgid ":guilabel:`Website`: Select the website the job is published on."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:101
|
|
msgid ":guilabel:`Recruiter`: Select the person responsible for recruiting this role."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:102
|
|
msgid ":guilabel:`Interviewers`: Select who should perform the interviews. Multiple people can be selected."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:104
|
|
msgid ":guilabel:`Interview Form`: select an :ref:`Interview form <recruitment/interview>` that applicants fill out prior to their interview."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:106
|
|
msgid ":guilabel:`Contract Template`: Select a contract template to be used when offering the job to a candidate."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:-1
|
|
msgid "The job information details in the Recruitment tab."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:113
|
|
msgid "Job summary tab"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:115
|
|
msgid "Enter the job description in the :guilabel:`Job Summary` tab. This description is visible on the website."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:-1
|
|
msgid "The summary of the position in the Job Summary tab."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:122
|
|
msgid "Application info tab"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:124
|
|
msgid "The :guilabel:`Process Details` section of the :guilabel:`Application Info` tab contains information that is displayed online for the job position. This informs the applicants of the timeline and steps for the recruitment process, so they know when to expect a reply."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:128
|
|
msgid "The following fields are populated by default, but can be modified to suit the recruitment timeline of the business:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:131
|
|
msgid ":guilabel:`Time to Answer`: Enter the number of days before the applicant is contacted. :guilabel:`2 open days` populates this field by default."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:133
|
|
msgid ":guilabel:`Process`: Enter the various stages the candidate goes through during the recruitment process. By default, two process steps are visible: :guilabel:`1 Phone Call` and :guilabel:`1 Onsite Interview`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:136
|
|
msgid ":guilabel:`Days to get an Offer`: Enter the number of days before the applicant should expect an offer after the recruitment process has ended. The default is :guilabel:`4 Days after Interview`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:-1
|
|
msgid "Enter job information details in the recruitment tab."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:143
|
|
msgid "The :guilabel:`Process Details` section is a text field. All answers are typed in rather than selected from a drop-down menu. The text is displayed on the website exactly as it appears in this tab."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:150
|
|
msgid "Create interview form"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:152
|
|
msgid "An *Interview Form* is used to determine if a candidate is a good fit for a job position. Interview forms can be as specific or general as desired, and can take the form of a certification, an exam, or a general questionnaire. Interview forms are determined by the recruitment team."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:156
|
|
msgid "Before creating an interview form, ensure the proper settings are enabled. Navigate to :menuselection:`Recruitment app --> Configuration --> Settings`, and under the :guilabel:`Recruitment Process` section, ensure the :guilabel:`Send Interview Survey` option is enabled."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:161
|
|
msgid "Since there are no preconfigured forms in Odoo, all interview forms must be created. To create an interview form, start from the :guilabel:`Recruitment` tab of the :guilabel:`Job Position` form. In the :guilabel:`Interview Form` field, enter a name for the new interview form. As the name is typed, several options populate beneath the entry: :guilabel:`Create (interview form name)`, :guilabel:`Search More...`, and :guilabel:`Create and edit...`. Click :guilabel:`Create and edit...` and a :guilabel:`Create Interview Form` pop-up window appears."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:-1
|
|
msgid "The blank interview form pop-up window."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:172
|
|
msgid "The option :guilabel:`Search More...` only appears if there are any interview forms already created. If no interview forms exist, the only options available are :guilabel:`Create (interview form name)`, and :guilabel:`Create and edit...`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/new_job.rst:176
|
|
msgid "Proceed to fill out the interview form pop-up window as a typical survey. For specific directions on how to create a survey, refer to the :doc:`survey essentials <../../marketing/surveys/create>` document, which provides step-by-step instructions on how to create and configure a survey."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/offer_job_positions.rst:3
|
|
msgid "Offer job positions"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/offer_job_positions.rst:5
|
|
msgid "After an applicant has successfully passed the various interview stages, the recruitment team is ready to send an offer for employment. The first step when offering a job position is to send the applicant a contract."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/offer_job_positions.rst:10
|
|
msgid "Refer to the :doc:`recruitment <../recruitment>` documentation for details on the various stages of the recruitment process."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/offer_job_positions.rst:14
|
|
msgid "Contract proposal"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/offer_job_positions.rst:16
|
|
msgid "When an offer is ready to be sent, first open the applicant's card by navigating to the :menuselection:`Recruitment app`, and clicking on the desired job position card."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/offer_job_positions.rst:19
|
|
msgid "From the resulting :guilabel:`Job Positions` Kanban view, the corresponding applicant card can be dragged-and-dropped to the :guilabel:`Contract Proposal` stage. Or, click into the desired applicant's card, and click the :guilabel:`Contract Proposal` stage, located in the status bar in the top-right of the applicant's form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/offer_job_positions.rst:24
|
|
msgid "The next step is to send an offer to the applicant. Start by selecting the desired applicant's card to open their applicant form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/offer_job_positions.rst:27
|
|
msgid "On the applicant's form, click the :guilabel:`Generate Offer` button to load the :guilabel:`Offer for (applicant's email)` page."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/offer_job_positions.rst:31
|
|
msgid "If the applicant does not have an email address listed on their applicant card, an :guilabel:`Invalid Operation` pop-up window warning appears, stating: :guilabel:`Offer link can not be send. The applicant needs to have a name and email.`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/offer_job_positions.rst:35
|
|
msgid "Click :guilabel:`Close`, then enter an email on the applicant's card. Once an email is entered, click the :guilabel:`Generate Offer` button, and the :guilabel:`Offer for (applicant's email)` page loads."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/offer_job_positions.rst:39
|
|
msgid "Most fields are pre-populated with information from the job position. If any necessary fields are blank, or if any information needs to be updated, enter, or update, the relevant information in the corresponding fields."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/offer_job_positions.rst:44
|
|
msgid "Depending on the localization setting for the company, and which applications are installed, some fields may not appear on the :guilabel:`Offer for (applicant's email)` page."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/offer_job_positions.rst:47
|
|
msgid "For example, if the **Fleet** application is **not** installed, any fields related to vehicles do **not** appear."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/offer_job_positions.rst:51
|
|
msgid "Universal fields"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/offer_job_positions.rst:53
|
|
msgid "The following fields appear in the :guilabel:`Offer for (applicant's email)` page, regardless of the localization."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/offer_job_positions.rst:56
|
|
msgid ":guilabel:`Title`: The name for the contract appears in a default `Offer for (applicant's email)` format."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/offer_job_positions.rst:58
|
|
msgid ":guilabel:`Contract Template`: The template currently being used to populate the :guilabel:`Offer for (applicant's email)` page. Use the drop-down menu to select a different :guilabel:`Contract Template`, if desired."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/offer_job_positions.rst:63
|
|
msgid "To modify the template, hover over the current template name, and click the :icon:`fa-arrow-right` :guilabel:`(Internal link)` icon that appears to the right of the field. Make any desired changes, then click :guilabel:`Save & Close`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/offer_job_positions.rst:67
|
|
msgid ":guilabel:`Employer Budget`: The salary being offered to the applicant."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/offer_job_positions.rst:68
|
|
msgid ":guilabel:`Job Title`: The selected :guilabel:`Employee Job` populates this field, by default. The title can be modified to suit the specific applicant's position and provide more details."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/offer_job_positions.rst:72
|
|
msgid "An applicant is offered a marketing manager job at a shoe company, specifically for the children's line."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/offer_job_positions.rst:75
|
|
msgid "The :guilabel:`Employee Job` selected from the drop-down menu is `Marketing Manager`, and the :guilabel:`Job Title` is modified for their specific responsibilities, `Marketing Manager: Children's Shoes`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/offer_job_positions.rst:79
|
|
msgid ":guilabel:`Employee Job`: The name of the :guilabel:`Job Title` being offered to the applicant. The selections available in the drop-down menu correspond to the job position configured on the main **Recruitment** app dashboard."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/offer_job_positions.rst:83
|
|
msgid ":guilabel:`Department`: The department the job position falls under."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/offer_job_positions.rst:84
|
|
msgid ":guilabel:`Contract Start Date`: The date the proposed contract takes effect. The default date is the current date. To modify the date, click on the displayed date to reveal a calendar popover window. Navigate to the desired month, then click the day to select the date."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/offer_job_positions.rst:87
|
|
msgid ":guilabel:`Offer Create Date`: The day the offer is created, By default, the current date populates this field and *cannot* be modified."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/offer_job_positions.rst:89
|
|
msgid ":guilabel:`Offer Validity Date`: The last day the offer is valid. After this date the contract cannot be signed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/offer_job_positions.rst:91
|
|
msgid ":guilabel:`Link`: The link to the contract being sent to the candidate."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/offer_job_positions.rst:92
|
|
msgid ":guilabel:`Validity Days Count`: The number of days the contract is valid. The default expiration date is `30` days. Modify the expiration date, if desired."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/offer_job_positions.rst:94
|
|
msgid ":guilabel:`Applicant`: The name of the applicant appears in this field, and cannot be modified."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/offer_job_positions.rst:97
|
|
msgid "Send offer"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/offer_job_positions.rst:99
|
|
msgid "Once all desired modifications have been made to the :guilabel:`Offer for (applicant's email)` page, click the :guilabel:`Send By Email` button to reveal an email pop-up window."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/offer_job_positions.rst:102
|
|
msgid "The default `Recruitment: Your Salary Package` email template is used, and the :guilabel:`To`, :guilabel:`Subject`, and email body are pre-populated based on the email template."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/offer_job_positions.rst:105
|
|
msgid "If any attachments need to be added, click the :icon:`fa-paperclip` :guilabel:`(paperclip)` button, and a file explorer window appears. Navigate to the desired file, then click :guilabel:`Open` to attach it to the email. The attachment loads, and is listed at the bottom of the email body."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/offer_job_positions.rst:109
|
|
msgid "Once the email is ready to send, click :guilabel:`Send`. The email pop-up window closes, and an :icon:`fa-handshake-o` :guilabel:`Offers` smart button appears at the top of the applicant's card."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/offer_job_positions.rst:113
|
|
msgid "To send an offer, ensure the **Sign** application is installed. This is necessary, so the offer can be sent to the applicant by the recruiter, and they can actually sign the offer. The applicant does **not** need any software installed to sign the offer."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/offer_job_positions.rst:-1
|
|
msgid "Send an email to the applicant with a link to the offered salary."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/offer_job_positions.rst:121
|
|
msgid "Configure your package"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/offer_job_positions.rst:123
|
|
msgid "If applicable, the applicant can modify their salary package. This option is not available for all localizations. Depending on where the company is located, this option may not be available."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/offer_job_positions.rst:126
|
|
msgid "The email template includes a :guilabel:`Configure your package` button. This link takes the applicant to a webpage, where they can modify the proposed salary package, and enter their personal information."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/offer_job_positions.rst:130
|
|
msgid "Once the applicant is hired, the personal information entered on the webpage is imported to their employee record, when created."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/offer_job_positions.rst:133
|
|
msgid "Once all the information is completed, the applicant can then accept the offer by clicking the :guilabel:`Review Contract & Sign` button to accept the contract, and sign it using the **Sign** application."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/offer_job_positions.rst:138
|
|
msgid "Management signatures"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/offer_job_positions.rst:140
|
|
msgid "Once the applicant has signed the contract, the next step is for the person responsible within the company (the :guilabel:`HR Responsible`) must then sign the contract."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/offer_job_positions.rst:143
|
|
msgid "The person responsible for signing the contract receives an activity alert that their signature is requested of them in the **Sign** app."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/offer_job_positions.rst:149
|
|
msgid "Contract signed"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/offer_job_positions.rst:151
|
|
msgid "Once all parties have fully signed the contract, the applicant is automatically moved to the :guilabel:`Contract Signed` stage, and a green :guilabel:`HIRED` banner appears in the top-right of both the applicant's card and form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/offer_job_positions.rst:-1
|
|
msgid "Hired banner in the top-right corner of applicant card."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/offer_job_positions.rst:161
|
|
msgid "Create employee"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/offer_job_positions.rst:163
|
|
msgid "Once the applicant has been hired, the next step is to create their employee record. Click the :guilabel:`Create Employee` button in the top-left corner of the hired applicant's form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/offer_job_positions.rst:166
|
|
msgid "An employee form appears, with information from the applicant's card, and the employee contract."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/offer_job_positions.rst:168
|
|
msgid "Fill out the rest of the employee form. For detailed information on the fields, refer to the :doc:`../employees/new_employee` documentation."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/offer_job_positions.rst:171
|
|
msgid "Once completed, the employee record is saved in the **Employees** app."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/post_job.rst:3
|
|
msgid "Post job positions"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/post_job.rst:5
|
|
msgid "After a job position has been :doc:`created and configured <new_job>`, the next step is to share it, so that prospective applicants can apply."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/post_job.rst:8
|
|
msgid "Job positions can be shared on the :ref:`company website <post-job/website>` or on :ref:`job boards <post-job/boards>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/post_job.rst:14
|
|
msgid "Publish to website"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/post_job.rst:16
|
|
msgid "To publish a job listing on the company's website, first a setting must be enabled in the **Recruitment** app. Navigate to :menuselection:`Recruitment app --> Configuration --> Settings`, and enable the :guilabel:`Online Posting` option. Click the :guilabel:`Save` button after making any changes."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/post_job.rst:22
|
|
msgid "The :guilabel:`Online Posting` is only available if the :doc:`Website <../../websites/website>` application is also installed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/post_job.rst:25
|
|
msgid "Once the setting has been enabled, open the main **Recruitment** dashboard by navigating to :menuselection:`Recruitment app --> Applications --> By Job Position`. A toggle appears in the lower-left corner of every job position card, and indicates whether the role is :guilabel:`Not Published` or :guilabel:`Published`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/post_job.rst:30
|
|
msgid "Click on the toggle to change the current state of the job position. When a job position is published, a green :guilabel:`PUBLISHED` banner appears in the top-right corner of the card."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/post_job.rst:33
|
|
msgid "To view the listing on the website, click the :icon:`oi-launch` :guilabel:`Job Page` in the lower-right corner of the job card."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/post_job.rst:39
|
|
msgid "Post on job boards"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/post_job.rst:41
|
|
msgid "Posting a job on a job board is an effective way to reach a wider audience, and attract more candidates."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/post_job.rst:45
|
|
msgid "Check back frequently for more updates, as more job boards are added."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/post_job.rst:48
|
|
msgid "Job board settings"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/post_job.rst:50
|
|
msgid "To publish a job listing onto a job board outside of Odoo, first a setting must be configured in the **Recruitment** app. Navigate to :menuselection:`Recruitment app --> Configuration --> Settings`, and click :icon:`oi-arrow-right` :guilabel:`Choose a Job Board`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/post_job.rst:54
|
|
msgid "This loads a page displaying the :guilabel:`Recruitment Integration Monster` module. Click :guilabel:`Activate` to install the module."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/post_job.rst:58
|
|
msgid "If the :guilabel:`Recruitment Integration Monster` module is already installed, no :guilabel:`Activate` button appears, only a :guilabel:`Module Info` button."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/post_job.rst:61
|
|
msgid "After the module is installed, the database reloads to the main dashboard. Open the **Recruitment** app, and navigate to :menuselection:`Configuration --> Settings`. A :guilabel:`Monster Credentials` section appears in the :guilabel:`Job Posting` section."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/post_job.rst:65
|
|
msgid "Enter the :guilabel:`Username` and :guilabel:`Password` for Monster in the corresponding fields, then click the :guilabel:`Save` button."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/post_job.rst:69
|
|
msgid "Publish on job board"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/post_job.rst:71
|
|
msgid "Once the credentials have been configured for the job board, it is possible to post a job position. Navigate to the **Recruitment** app dashboard, and click :guilabel:`# To Recruit` on the desired job card."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/post_job.rst:75
|
|
msgid "Click the :guilabel:`Publish on Job Board` button, and a :guilabel:`Publish on Job Board` form loads in a pop-up window. Fill out the following information on the form:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/post_job.rst:78
|
|
msgid ":guilabel:`Job`: The name of the job position appears here by default, and cannot be modified."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/post_job.rst:79
|
|
msgid ":guilabel:`Job Board`: Using the drop-down menu, select the job board being posted to."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/post_job.rst:80
|
|
msgid ":guilabel:`Apply Method`: Click the desired radio button to determine how applicants apply for the position."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/post_job.rst:83
|
|
msgid ":guilabel:`Send an Email`: Select this for applicants to apply for the job via email."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/post_job.rst:84
|
|
msgid ":guilabel:`Redirect to company's website`: Select this for applicants to apply for the job via the company website."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/post_job.rst:87
|
|
msgid ":guilabel:`Email` or :guilabel:`Job url`: The selected :guilabel:`Apply Method` determines which field appears. The field is populated with the information from the job card, if available. Make any desired modifications to this field, for example enter a tracking url for the job board listing."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/post_job.rst:91
|
|
msgid ":guilabel:`From` and :guilabel:`to`: Using the calendar selector, select the date the list should be posted to the job board, in the :guilabel:`From` field. The :guilabel:`to` field says :guilabel:`No Limit`, by default. If the job position should be removed from the job board on a specific date, enter it in the second field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/post_job.rst:95
|
|
msgid ":guilabel:`Description` tab: The description from the job card populates this tab, by default. Make any desired changes to it in this section. This is what appears on the job board."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/post_job.rst:99
|
|
msgid "Click the :guilabel:`Generate Description` (:icon:`fa-magic` :guilabel:`AI`) to use AI to edit or create the job description."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/post_job.rst:102
|
|
msgid "Once the listing is ready, click the :guilabel:`Post` button. After the post has been published to a job board, the page reloads to the :guilabel:`Job Boards Posts` page, and the new post appears in a Kanban card."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/post_job.rst:-1
|
|
msgid "A job board listing form filled out."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/post_job.rst:110
|
|
msgid "Job board emails"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/post_job.rst:112
|
|
msgid "When posting job positions on a job board, like Indeed or LinkedIn, the job board posts the job position, and typically allows the website visitor to apply to the job directly from the job board."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/post_job.rst:115
|
|
msgid "When someone applies to a job directly from a job board, an email is sent to Odoo from a specific email address, such as `jobs-listings@linkedin.com`. The email uses regular expression (regex) rules, which are instructions to match text in the email, and map it to specific fields in Odoo."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/post_job.rst:119
|
|
msgid "When Odoo receives an email from the job board's corresponding email address, it runs the regex rule, and pulls applicant information from the email, when creating an applicant record."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/post_job.rst:123
|
|
msgid "The regex rule for :guilabel:`LinkedIn` (emails received from: `jobs-listings@linkedin.com`) is :guilabel:`New application:.*from (.*)`. This rule tells Odoo to capture everything after the word `from` when creating the applicant record."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/post_job.rst:127
|
|
msgid "An email subject of `New application: Job ID 123 from John Doe` will capture `John Doe` and create an applicant record for `John Doe`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/post_job.rst:130
|
|
msgid "To view the currently configured job board emails, navigate to :menuselection:`Recruitment app --> Configuration --> Emails`. Three emails come preconfigured in the database; for :guilabel:`LinkedIn`, :guilabel:`Jobsdb`, and :guilabel:`Indeed`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/post_job.rst:135
|
|
msgid "Create job board emails"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/post_job.rst:137
|
|
msgid "To create a new job board email, navigate to :menuselection:`Recruitment app --> Configuration --> Emails`. Click the :guilabel:`New` button, and a blank :guilabel:`Emails` form loads."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/post_job.rst:140
|
|
msgid "Enter the :guilabel:`Name` for the platform, such as `Glassdoor`, in the corresponding field. Next, enter the email address the applications will come from, in the :guilabel:`Email` field. Last, enter the :guilabel:`regex` rules in the corresponding field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/post_job.rst:145
|
|
msgid "View job board listings"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/post_job.rst:147
|
|
msgid "To view all the job positions that have been posted to a job board, navigate to :menuselection:`Recruitment --> Applications --> Job Boards Posts`. This presents the :guilabel:`Job Boards Posts` dashboard and all job board postings."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/post_job.rst:151
|
|
msgid "Each listing is displayed in an individual Kanban card, with the following information:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/post_job.rst:153
|
|
msgid ":guilabel:`Job Board Icon`: the icon for the job board where the listing is posted."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/post_job.rst:154
|
|
msgid ":guilabel:`Job Board Listing Title`: the job position title and job board name."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/post_job.rst:155
|
|
msgid ":guilabel:`From`: the date the listing was published."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/post_job.rst:156
|
|
msgid ":guilabel:`To`: the date the listing will be removed from the job board."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/post_job.rst:157
|
|
msgid ":guilabel:`User Icon`: the icon of the user who posted the listing."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/post_job.rst:159
|
|
msgid "Click on any Kanban card to view the details for the specific job board listing."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/post_job.rst:-1
|
|
msgid "All job positions posted to a job board."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/recruitment-flow.rst:3
|
|
msgid "Recruitment flow"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/recruitment-flow.rst:5
|
|
msgid "When a prospective employee applies for a job in Odoo, there is a preconfigured process from the :ref:`initial inquiry <recruitment/new>` to the :ref:`creating of a new employee <recruitment/new-employee>` once hired. The following outlines the default recruitment process for Odoo's **Recruitment** application."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/recruitment-flow.rst:11
|
|
msgid "The following is based on Odoo's default recruitment pipeline. Be advised that if :ref:`modifications are made <recruitment/customize-stages>` to the pipeline, the process differs."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/recruitment-flow.rst:20
|
|
msgid "At the start of the process, all applicants appear in the :guilabel:`New` stage on the :guilabel:`Applications` page, whether submitted online or if the applicant is :doc:`manually entered by a recruiter <add-new-applicants>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/recruitment-flow.rst:24
|
|
msgid "The :guilabel:`Candidate`, :guilabel:`Email`, and :guilabel:`Phone` number on the applicant's card are filled as soon as it is created. By default, these details are required for every job position."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/recruitment-flow.rst:28
|
|
msgid "If the website application form is modified, different fields may be populated, based on what information is required on the website."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/recruitment-flow.rst:31
|
|
msgid "Anything typed in the *Short Introduction* section appears in the applicant's chatter as an :guilabel:`Other Information` note from :guilabel:`OdooBot`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/recruitment-flow.rst:37
|
|
msgid "If a resumé was attached to the online application, it appears in the :guilabel:`Files` section of the chatter, and is also stored in the **Documents** application."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/recruitment-flow.rst:40
|
|
msgid "To find the recruitment documents, navigate to the main :menuselection:`Documents app` dashboard, and click the :guilabel:`Recruitment` folder on the left-hand side. All recruitment documents are stored within that folder."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/recruitment-flow.rst:44
|
|
msgid "If the :ref:`CV Display <recruitment/cv-display>` option was enabled in the :ref:`Settings <recruitment/settings>` of the **Recruitment** app, the resumé appears on the applicant's card."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/recruitment-flow.rst:48
|
|
msgid "Depending on the browser zoom level, or size of the browser screen, the resumé may appear below the main applicant card information as a PDF link, or on the right side as an image."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/recruitment-flow.rst:52
|
|
msgid "Send interview"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/recruitment-flow.rst:54
|
|
msgid "At any point in the hiring process, an interview can be sent to the applicant to obtain more information. These interviews are custom-made, and can be formatted in a variety of ways."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/recruitment-flow.rst:57
|
|
msgid "The **Surveys** application is required to send interviews to an applicant, so it **must** be installed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/recruitment-flow.rst:60
|
|
msgid "Odoo uses the term *interview*, but these can be thought of as questionnaires, surveys, tests, certifications, etc. Custom interviews can be formatted to suit each individual job position's needs. For more information on creating and editing interviews, refer to the :doc:`../../hr/recruitment/new_job` documentation."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/recruitment-flow.rst:66
|
|
msgid "A job position for a computer programmer could have an interview in the form of a programming quiz to determine the skill level of the applicant. A job position for a restaurant server could have a questionnaire inquiring about the applicant's availability, if the desired applicant needs to be available on weekend evenings."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/recruitment-flow.rst:71
|
|
msgid "To send an interview to an applicant, first click the applicant's card from the :guilabel:`Applications` page, to view the detailed applicant information. At the top-left of the applicant's card, click the :guilabel:`Send Interview` button."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/recruitment-flow.rst:75
|
|
msgid "If the applicant's card has an email address on file, a :guilabel:`Send an interview` pop-up window appears, with the :guilabel:`Recipients`, :guilabel:`Subject`, and email body populated."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/recruitment-flow.rst:79
|
|
msgid "To send an email to an applicant, there **must** be an :guilabel:`Email` address on the applicant's card."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/recruitment-flow.rst:82
|
|
msgid "If an email address is not entered on the applicant's card, when the :guilabel:`Send Interview` button is clicked, an :guilabel:`Edit: (Applicant's Name)` pop-up window appears, *on top of* the :guilabel:`Send an interview` pop-up window."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/recruitment-flow.rst:86
|
|
msgid "Enter the email address in the :guilabel:`Email` field, then click :guilabel:`Save & Close`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/recruitment-flow.rst:88
|
|
msgid "Once the applicant's information is saved, the :guilabel:`Edit: (Applicant's Name)` pop-up window closes, and the :guilabel:`Send an interview` pop-up window remains."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/recruitment-flow.rst:91
|
|
msgid "Sometimes, preconfigured email templates in Odoo use dynamic placeholders, which are automatically filled with specific data when the email is sent. For example, if a placeholder for the applicant's name is used, it is replaced with the actual name of the applicant in the email. For more detailed information on email templates, refer to the :doc:`../../general/companies/email_template` documentation."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/recruitment-flow.rst:97
|
|
msgid "Add the email addresses of any additional recipients for the survey in the :guilabel:`Additional emails` field, if more people should receive the email. If an email address is in the database as a contact, add that contact in the :guilabel:`Recipients` field. If an email should be sent to someone who is not in the database as a contact, and they should **not** be added as a contact, add their email address in the :guilabel:`Additional emails` field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/recruitment-flow.rst:103
|
|
msgid "If any attachments need to be added, click the :icon:`fa-paperclip` :guilabel:`Attachments` button, and a file explorer window appears. Navigate to the desired file, and click :guilabel:`Open` to attach it to the email. The attachment loads, and is listed above the :icon:`fa-paperclip` :guilabel:`Attachments` button."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/recruitment-flow.rst:108
|
|
msgid "If the emailed interview must be completed by a specific date, enter that date in the :guilabel:`Answer deadline` field, located in the lower-right area of the pop-up window."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/recruitment-flow.rst:111
|
|
msgid "To do so, click the empty field next to :guilabel:`Answer deadline`, and a calendar selector appears. Use the :icon:`fa-chevron-left` :guilabel:`(left)` and :icon:`fa-chevron-right` :guilabel:`(right)` arrows, on either side of the month, to navigate to the desired month. Then, click on the desired day to select the date. Next, select the time the interview is due, in the two fields at the bottom of the calendar selector."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/recruitment-flow.rst:117
|
|
msgid "The :guilabel:`Mail Template` field is pre-populated, based on the configuration for the interview. A different template can be chosen from the drop-down menu, if desired. If a new template is selected, the new email template loads in the email body."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/recruitment-flow.rst:121
|
|
msgid "To send the email with the interview link to the applicant, click :guilabel:`Send` at the bottom of the email pop-up window."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/recruitment-flow.rst:131
|
|
msgid "Initial qualification"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/recruitment-flow.rst:133
|
|
msgid "If an applicant seems to be a good potential candidate, they are moved to the :guilabel:`Initial Qualification` stage."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/recruitment-flow.rst:136
|
|
msgid "This stage exists to sort candidates that have potential, from those that do not meet the requirements. No automatic actions, such as emails, are set for this stage. This stage informs the recruitment team to potentially set up a phone call or an interview with the candidate."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/recruitment-flow.rst:141
|
|
msgid "In order to move an applicant's card from one stage to another, the applicant's card can either be dragged and dropped in the Kanban view of the :guilabel:`Applications` page to the desired stage, or the stage can be modified on the applicant's card."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/recruitment-flow.rst:145
|
|
msgid "To change the stage on the applicant's card, first click the desired applicant's card from the :guilabel:`Applications` page. The current stage for the card is highlighted at the top on a status bar, above the card."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/recruitment-flow.rst:149
|
|
msgid "Click the desired stage for the card, and the stage changes. A log note indicating the stage change appears in the chatter, as well."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/recruitment-flow.rst:0
|
|
msgid "Change the stage of an applicant by clicking on the desired stage at the top of the\n"
|
|
"applicant's card."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/recruitment-flow.rst:159
|
|
msgid "First interview"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/recruitment-flow.rst:161
|
|
msgid "After an applicant has passed the :guilabel:`Initial Qualification` stage, they can be manually moved to the :guilabel:`First Interview` stage on the :guilabel:`Applications` page, while in Kanban view."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/recruitment-flow.rst:165
|
|
msgid "To move the applicant to the next stage, drag-and-drop the applicant's card to the :guilabel:`First Interview` stage."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/recruitment-flow.rst:168
|
|
msgid "Alternatively, open the desired applicant's card from the :guilabel:`Applications` page, and click the :guilabel:`First Interview` stage on the status bar at the top of the individual applicant's card."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/recruitment-flow.rst:173
|
|
msgid "The :guilabel:`First Interview` stage can be modified, so when the applicant's card moves to the :guilabel:`First Interview` stage, an email can be automatically sent to the applicant, stating an interview is requested. In this preconfigured email template, a link to the recruiting team's calendar appears, allowing the applicant to schedule their interview."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/recruitment-flow.rst:178
|
|
msgid ":ref:`Edit <recruitment/edit-stage>` the :guilabel:`First Interview` stage, and select the :guilabel:`Recruitment: Schedule Interview` option in the :guilabel:`Email Template` field, to automate this action."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/recruitment-flow.rst:185
|
|
msgid "Second interview"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/recruitment-flow.rst:187
|
|
msgid "After an applicant has passed the :guilabel:`First Interview` stage, they can be moved to the :guilabel:`Second Interview` stage. To move the applicant to the next stage, drag-and-drop the applicant's card to the :guilabel:`Second Interview` stage from the Kanban view of the :guilabel:`Applications` page, or click on the :guilabel:`Second Interview` stage at the top of the individual applicant's card."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/recruitment-flow.rst:193
|
|
msgid "When the applicant's card moves to the :guilabel:`Second Interview` stage, there are no automatic activities or emails configured for this stage, by default. The recruiter can now :ref:`schedule a second interview <recruitment/schedule_interviews/recruitment-scheduled>` with the applicant, following the same process as the first interview."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/recruitment-flow.rst:201
|
|
msgid "Contract Proposal"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/recruitment-flow.rst:203
|
|
msgid "After the applicant has completed the various interview processes, the next step is to :doc:`send the job offer <offer_job_positions>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/recruitment-flow.rst:206
|
|
msgid "Once the offer has been sent, drag-and-drop the applicant's card to the :guilabel:`Contract Proposal` stage from the Kanban view of the :guilabel:`Applications` page, or click on the :guilabel:`Contract Proposal` stage at the top of the individual applicant's card."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/recruitment-flow.rst:211
|
|
msgid "Contract Signed"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/recruitment-flow.rst:213
|
|
msgid "Once the contract has been signed, and the applicant has been hired, the applicant's card moves to the :guilabel:`Contract Signed` stage."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/recruitment-flow.rst:216
|
|
msgid "Drag-and-drop the applicant's card to the :guilabel:`Contract Signed` stage from the Kanban view of the :guilabel:`Applications` page, or click the :icon:`fa-ellipsis-h` :guilabel:`(ellipsis)` icon at the top of the individual applicant's card, then click :guilabel:`Contract Signed` on the status bar."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/recruitment-flow.rst:222
|
|
msgid "Refuse applicant"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/recruitment-flow.rst:224
|
|
msgid "At any point in the recruitment process, a candidate can be :doc:`refused <refuse_applicant>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/refuse_applicant.rst:3
|
|
msgid "Refuse applicants"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/refuse_applicant.rst:5
|
|
msgid "At any point in the recruitment process, an applicant can be refused for a job position."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/refuse_applicant.rst:7
|
|
msgid "To refuse an applicant, start by navigating to the applicant's card in the **Recruitment** app. This is done in one of two ways:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/refuse_applicant.rst:10
|
|
msgid "Navigate to :menuselection:`Recruitment app --> Applications --> All Applications`. In the :guilabel:`Applications` list, click anywhere on the desired applicant's line to open that specific applicant's card."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/refuse_applicant.rst:13
|
|
msgid "Navigate to the main *Job Positions* dashboard by navigating to :menuselection:`Recruitment app --> Applications --> By Job Position`. Next, click on the desired job position card, then click on the individual applicant card from the :guilabel:`Applications` page."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/refuse_applicant.rst:17
|
|
msgid "At the top of the applicant's card, there are several buttons. Click the one labeled :guilabel:`Refuse`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/refuse_applicant.rst:23
|
|
msgid "Refuse reasons"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/refuse_applicant.rst:25
|
|
msgid "*Refuse reasons* allow recruiters to document why an applicant was not a good fit, and send specific refusal reason email templates to the applicant."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/refuse_applicant.rst:28
|
|
msgid "Clicking :guilabel:`Refuse` on an applicant's form makes the :guilabel:`Refuse Reason` pop-up window appear."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/refuse_applicant.rst:31
|
|
msgid "The default refuse reasons in Odoo, and their corresponding email templates, are:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/refuse_applicant.rst:37
|
|
msgid "Email Template"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/refuse_applicant.rst:38
|
|
msgid "Refusal Reason"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/refuse_applicant.rst:39
|
|
msgid ":guilabel:`Recruitment: Refuse`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0
|
|
msgid ":guilabel:`Does not fit the job requirements`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0
|
|
msgid ":guilabel:`Job already fulfilled`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0
|
|
msgid ":guilabel:`Duplicate`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0
|
|
msgid ":guilabel:`Spam`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/refuse_applicant.rst:44
|
|
msgid ":guilabel:`Recruitment: Not interested anymore`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0
|
|
msgid ":guilabel:`Refused by applicant: job fit`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0
|
|
msgid ":guilabel:`Refused by applicant: salary`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/refuse_applicant.rst:48
|
|
msgid "Additional refusal reasons :ref:`can be created, and existing ones can be modified (or deleted) <recruitment/new-refuse>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/refuse_applicant.rst:51
|
|
msgid "Select a refusal reason to :ref:`send a refusal email <recruitment/send-refusal-email>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/refuse_applicant.rst:56
|
|
msgid "Create or modify refuse reasons"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/refuse_applicant.rst:58
|
|
msgid "To view and configure refuse reasons, navigate to :menuselection:`Recruitment app --> Configuration --> Refuse Reasons`. Doing so reveals the :guilabel:`Refuse Reasons` page, where all the existing refusal reasons are listed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/refuse_applicant.rst:62
|
|
msgid "To create a new refuse reason from the :guilabel:`Refuse Reasons` page, click the :guilabel:`New` button in the top-left corner. A blank line appears at the bottom of the list, with an empty field present in the :guilabel:`Description` column."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/refuse_applicant.rst:66
|
|
msgid "Type in the new refuse reason in the field. It is recommended to enter a reason that is short and concise, such as `Offer expired` or `Withdrew application`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/refuse_applicant.rst:69
|
|
msgid "Then, in the :guilabel:`Email Template` field, click on the field to reveal a drop-down menu. Select an :guilabel:`Email Template` from the list to be used when this refuse reason is selected."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/refuse_applicant.rst:72
|
|
msgid "If a new :guilabel:`Email Template` is desired, type in the name for the new template in the field. Then, click :guilabel:`Create and edit...`, and a :guilabel:`Create Email Template` form pop-up window appears."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/refuse_applicant.rst:76
|
|
msgid "In the :guilabel:`Create Email Template` pop-up window, enter a :guilabel:`Name` for the form, and an email :guilabel:`Subject` in the corresponding fields."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/refuse_applicant.rst:79
|
|
msgid "Enter the desired email content in the :guilabel:`Content` tab. Proceed to make any other modifications to the template in the :guilabel:`Email Configuration` and :guilabel:`Settings` tabs, then click :guilabel:`Save & Close` to save the template. Upon clicking that, Odoo returns to the :guilabel:`Refuse Reasons` list."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/refuse_applicant.rst:84
|
|
msgid "The new template appears in the new refuse reason :guilabel:`Email Template` field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/refuse_applicant.rst:87
|
|
msgid "Pre-configured recruitment refusal email templates in Odoo use dynamic placeholders, which are personalized placeholders that populate data from the applicant's record in the email body."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/refuse_applicant.rst:90
|
|
msgid "For example, if the applicant's name is a used in a dynamic placeholder, the applicant's name appears anytime that dynamic placeholder appears on the email template."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/refuse_applicant.rst:93
|
|
msgid "For more detailed information on email templates, refer to the :doc:`../../general/companies/email_template` documentation."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/refuse_applicant.rst:99
|
|
msgid "Send refusal email"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/refuse_applicant.rst:101
|
|
msgid "After clicking the :guilabel:`Refuse` button on an applicant form, a :ref:`Refuse Reason <recruitment/refuse-reasons>` is then selected from the :guilabel:`Refuse Reason` pop-up window. Then, two fields appear below the selected refusal reason: :guilabel:`Send Email` and :guilabel:`Email Template`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/refuse_applicant.rst:-1
|
|
msgid "The Refuse Reason pop-up window that appears when refusing an applicant."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/refuse_applicant.rst:109
|
|
msgid "The applicant's email address automatically populates the :guilabel:`Send Email` field; additional email recipients **cannot** be added."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/refuse_applicant.rst:112
|
|
msgid "If an email should **not** be sent to the applicant, uncheck the :guilabel:`Send Email` checkbox."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/refuse_applicant.rst:114
|
|
msgid "The email template associated with the refusal reason populates the :guilabel:`Email Template` field. If a different email template is desired, select a different template from the :guilabel:`Email Template` drop-down menu."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/refuse_applicant.rst:118
|
|
msgid "To send the refusal email to the applicant, ensure the :guilabel:`Send Email` checkbox is ticked, then click :guilabel:`Refuse` at the bottom of the :guilabel:`Refuse Reason` pop-up window. The refusal email is sent to the applicant, and a red :guilabel:`Refused` banner appears on the applicant's card in the top-right corner."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/refuse_applicant.rst:-1
|
|
msgid "An applicant's card with the refused banner appearing in the top-right corner in red."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/refuse_applicant.rst:127
|
|
msgid "View refused applicants"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/refuse_applicant.rst:129
|
|
msgid "After refusal, the applicant's card is no longer visible in the job position's Kanban view. However, it is still possible to view applicants who have been refused."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/refuse_applicant.rst:132
|
|
msgid "To view only the refused applicants, go to :menuselection:`Recruitment app --> Applications --> By Job Positions`, or :menuselection:`Recruitment app --> Applications --> All Applications`. Both methods navigate to the :guilabel:`Applications` dashboard, the only difference is :guilabel:`By Job Positions` displays applicants in a Kanban view, while :guilabel:`All Applications` displays applicants in a list view."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/refuse_applicant.rst:138
|
|
msgid "On the :guilabel:`Applications` page, click the :icon:`fa-caret-down` :guilabel:`(Toggle Search Panel)` button in the search bar, then click :guilabel:`Refused`, located under the :icon:`fa-funnel` :guilabel:`Filters` section."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/refuse_applicant.rst:142
|
|
msgid "All applicants that have been refused for the job position appear on the :guilabel:`Applications` page for that position, organized by the stage they were in when they were refused."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/schedule_interviews.rst:3
|
|
msgid "Schedule interviews"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/schedule_interviews.rst:5
|
|
msgid "An in-person, virtual, or phone interview can be scheduled in one of two ways through the **Recruitment** app, either by the :ref:`recruitment team <recruitment/schedule_interviews/recruitment-scheduled>`, or by the :ref:`applicant <recruitment/schedule_interviews/applicant-scheduled>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/schedule_interviews.rst:10
|
|
msgid "With one drag-and-drop, Odoo emails the candidate with a self-service link, the candidate books the time slot, and sends the meeting to everyone's calendar. No more back-and-forth emails or calls."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/schedule_interviews.rst:16
|
|
msgid "Recruitment team scheduled interviews"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/schedule_interviews.rst:18
|
|
msgid "When an applicant reaches the interview stage, the recruitment team should schedule the interview, by first coordinating a suitable date and time with the applicant and interviewers."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/schedule_interviews.rst:21
|
|
msgid "To schedule the interview, navigate to the applicant's card, by first going to the :menuselection:`Recruitment app`, and clicking the relevant job card. This opens the :guilabel:`Applications` page for that job position. Then, click the desired applicant's card to view their detailed applicant form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/schedule_interviews.rst:26
|
|
msgid "To schedule an phone, virtual, or in-person interview, click the :icon:`fa-calendar` :guilabel:`No Meeting` smart button at the top of the applicant's record."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/schedule_interviews.rst:30
|
|
msgid "The :guilabel:`Meetings` smart button displays :icon:`fa-calendar` :guilabel:`No Meeting` if no meetings are currently scheduled. For applicants who are new to the :guilabel:`First Interview` stage, this is the default."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/schedule_interviews.rst:34
|
|
msgid "If there is one meeting already scheduled, the smart button displays :guilabel:`1 Meeting`, with the date of the upcoming meeting beneath it. If more than one meeting is scheduled, the button displays :guilabel:`Next Meeting`, with the date of the first upcoming meeting beneath it."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/schedule_interviews.rst:38
|
|
msgid "Clicking the :guilabel:`Meetings` smart button loads a calendar, showing the scheduled meetings and events for the currently signed-in user, as well as the employees who are listed under the :guilabel:`Attendees` section, located to the right of the calendar."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/schedule_interviews.rst:42
|
|
msgid "To change the currently loaded meetings and events being displayed, uncheck an attendee whose calendar events are to be hidden. Only the checked attendees are visible on the calendar."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/schedule_interviews.rst:-1
|
|
msgid "The calendar view, highlighting how to change the displayed meetings."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/schedule_interviews.rst:48
|
|
msgid "To add a meeting to the calendar when in the *Day* or *Week* view, click on the start time of the meeting and drag down to the end time. Doing so selects the date, time, and the length of the meeting."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/schedule_interviews.rst:52
|
|
msgid "A meeting can also be added in this view by clicking on the desired day *and* time slot."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/schedule_interviews.rst:54
|
|
msgid "Both methods cause a :ref:`New Event <recruitment/schedule_interviews/event-card>` pop-up window to appear."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/schedule_interviews.rst:60
|
|
msgid "New event pop-up window"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/schedule_interviews.rst:62
|
|
msgid "Clicking a grid, corresponding with the time and date, opens the :guilabel:`New Event` pop-up window to schedule a meeting."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/schedule_interviews.rst:65
|
|
msgid "Enter the information on the form. The only required fields to enter are a title for the meeting, along with the :guilabel:`Start` (and end date/time) fields."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/schedule_interviews.rst:68
|
|
msgid "Once the card details are entered, click :guilabel:`Save & Close` to save the changes and create the interview."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/schedule_interviews.rst:71
|
|
msgid "After entering in a required name for the meeting, the fields available to modify on the :guilabel:`New Event` card are as follows:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/schedule_interviews.rst:74
|
|
msgid ":guilabel:`Meeting Title`: Enter the subject for the meeting. This should clearly indicate the purpose of the meeting. The default subject is the :guilabel:`Candidate` name entered on the applicant's card."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/schedule_interviews.rst:77
|
|
msgid ":guilabel:`Start`: Configure the start and end date and times for the meeting. Clicking either of these fields opens a calendar pop-up window. Click on the desired date to select it, and then enter the time in the corresponding field. Click :icon:`fa-check` :guilabel:`Apply` to close the window."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/schedule_interviews.rst:81
|
|
msgid ":guilabel:`All Day`: Tick the box to schedule an all-day interview. If this box is ticked, the :guilabel:`Start` field changes to :guilabel:`Start Date`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/schedule_interviews.rst:83
|
|
msgid ":guilabel:`Attendees`: Select the people who should attend the meeting. The default attendees are the prospective candidate, and the assigned recruiter for the job position. Add as many other people as desired."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/schedule_interviews.rst:86
|
|
msgid ":guilabel:`Videocall URL`: If the meeting is virtual, or if there is a virtual option available, click :icon:`fa-plus` :guilabel:`Odoo meeting`, and a URL is automatically created for the meeting, which populates the field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/schedule_interviews.rst:89
|
|
msgid ":guilabel:`Description`: Enter a brief description in this field. There is an option to enter formatted text, such as numbered lists, headings, tables, links, photos, and more. Use the powerbox feature, by typing a `/` to reveal a list of options."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/schedule_interviews.rst:93
|
|
msgid "Scroll through the options and click on the desired item. The item appears in the field, and can be modified. Each command presents a different pop-up window. Follow the instructions for each command to complete the entry."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/schedule_interviews.rst:98
|
|
msgid "More options"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/schedule_interviews.rst:100
|
|
msgid "To add additional information to the meeting, click the :guilabel:`More Options` button in the lower-right corner of the :ref:`New Event <recruitment/schedule_interviews/event-card>` pop-up window. Enter any of the following additional fields:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/schedule_interviews.rst:104
|
|
msgid ":guilabel:`Duration`: this field auto populates based on the :guilabel:`Start` (and end) date and time. If the meeting time is adjusted, this field automatically adjusts to the correct duration length. The default length of a meeting is one hour."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/schedule_interviews.rst:107
|
|
msgid ":guilabel:`Recurrent`: if the meeting should repeat at a selected interval (not typical for a first interview), tick the checkbox next to :guilabel:`Recurrent`. Several additional fields appear when this is enabled:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/schedule_interviews.rst:111
|
|
msgid ":guilabel:`Timezone`: using the drop-down menu, select the :guilabel:`Timezone` for the recurrent meetings."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/schedule_interviews.rst:113
|
|
msgid ":guilabel:`Repeat`: choose :guilabel:`Daily`, :guilabel:`Weekly`, :guilabel:`Monthly`, :guilabel:`Yearly`, or :guilabel:`Custom` recurring meetings. If :guilabel:`Custom` is selected, a :guilabel:`Repeat Every` field appears beneath it, along with another time frequency parameter (:guilabel:`Days`, :guilabel:`Weeks`, :guilabel:`Months`, or :guilabel:`Years`). Enter a number in the blank field, then select the time period using the drop-down menu."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/schedule_interviews.rst:118
|
|
msgid ":guilabel:`Repeat on`: enabled when the :guilabel:`Weekly` option is selected in the :guilabel:`Repeat` field. Choose the day the weekly meeting falls on."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/schedule_interviews.rst:120
|
|
msgid ":guilabel:`Day of Month`: configure the two drop-down menu options to select a specific day of the month, irrespective of the date (e.g. the first Tuesday of every month). To set a specific calendar date, choose :guilabel:`Date of Month` and enter the calendar date in the field (e.g. `15` to set the meeting to occur on the fifteenth of every month)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/schedule_interviews.rst:124
|
|
msgid ":guilabel:`Until`: using the drop-down menu, select when the meetings stop repeating. The available options are :guilabel:`Number of repetitions`, :guilabel:`End date`, and :guilabel:`Forever`. If :guilabel:`Number of repetitions` is selected, enter the number of total meetings to occur in the blank field to the right. If :guilabel:`End date` is selected, specify the date using the calendar pop-up window, or type in a date in a MM/DD/YYYY format. :guilabel:`Forever` schedules meetings indefinitely."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/schedule_interviews.rst:131
|
|
msgid ":guilabel:`Location`: enter the location for the meeting."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/schedule_interviews.rst:132
|
|
msgid ":guilabel:`Tags`: select any tags for the meeting using the drop-down menu, or add a new tag by typing in the tag and clicking :guilabel:`Create \"tag\"`. There is no limit to the number of tags that can be used."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/schedule_interviews.rst:135
|
|
msgid ":guilabel:`Privacy`: select if the organizer appears either :guilabel:`Available` or :guilabel:`Busy` for the duration of the meeting. Next, select the visibility of this meeting, using the drop-down menu to the right of the first selection. Options are :guilabel:`Public`, :guilabel:`Private`, and :guilabel:`Only internal users`. :guilabel:`Public` allows for everyone to see the meeting, :guilabel:`Private` allows only the attendees listed on the meeting to see the meeting, and :guilabel:`Only internal users` allows anyone logged into the company database to see the meeting."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/schedule_interviews.rst:142
|
|
msgid ":guilabel:`Organizer`: the employee who created the meeting is populated in this field. Use the drop-down menu to change the selected employee."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/schedule_interviews.rst:144
|
|
msgid ":guilabel:`Reminders`: select a reminder from the drop-down menu. Default options include :guilabel:`Notification`, :guilabel:`Email`, and :guilabel:`SMS Text Message`, each with a specific time period before the event (hours, days, etc). The chosen reminder chosen alerts the meeting participants of the meeting, via the selected option at the specified time. Multiple reminders can be selected in this field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/schedule_interviews.rst:-1
|
|
msgid "A new meeting card with all the details populated, and ready to save."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/schedule_interviews.rst:154
|
|
msgid "Send meeting to attendees"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/schedule_interviews.rst:156
|
|
msgid "Once changes have been entered on the :ref:`New Event <recruitment/schedule_interviews/event-card>` pop-up window, and the meeting details are correct, the meeting can be sent to the attendees, via email or text message, from the expanded event form (what is seen when the :guilabel:`More Options` button is clicked on in the :guilabel:`New Event` pop-up window)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/schedule_interviews.rst:161
|
|
msgid "To send the meeting via email, click the :icon:`fa-envelope` :guilabel:`EMAIL` button next to the :guilabel:`Attendees` field on the expanded meeting form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/schedule_interviews.rst:164
|
|
msgid "A :guilabel:`Contact Attendees` email configurator pop-up window appears. A pre-formatted email, using the default :guilabel:`Calendar: Event Update` email template, populates the email body field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/schedule_interviews.rst:167
|
|
msgid "The applicant, followers of the job application, as well as the user who created the meeting, are added to the :guilabel:`To` by default. Make any desired changes to the email."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/schedule_interviews.rst:-1
|
|
msgid "Enter the information to send the event via email."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/schedule_interviews.rst:173
|
|
msgid "To send the meeting via text message, click the :icon:`fa-mobile` :guilabel:`SMS` button next to the :guilabel:`Attendees` field on the expanded meeting form. A :guilabel:`Send SMS` pop-up window appears."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/schedule_interviews.rst:177
|
|
msgid "At the top, a blue banner appears if any attendees do not have valid mobile numbers, and lists how many records are invalid. If a contact does not have a valid mobile number listed, click :guilabel:`Close`, and edit the attendee's record, then redo these steps."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/schedule_interviews.rst:181
|
|
msgid "When no warning message appears, type in the message to be sent to the attendees in the :guilabel:`Message` field. To add any emojis to the message, click the :icon:`oi-smile-add` :guilabel:`(smile add)` icon on the right-side of the pop-up window."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/schedule_interviews.rst:185
|
|
msgid "The number of characters, and amount of text messages required to send the message (according to GSM7 criteria) appears beneath the :guilabel:`Message` field. Click :guilabel:`Put in queue` to have the text sent later, after any other messages are scheduled, or click :guilabel:`Send Now` to send the message immediately."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/schedule_interviews.rst:-1
|
|
msgid "Send a text message to the attendees of the meeting."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/schedule_interviews.rst:194
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:94
|
|
msgid "Sending text messages is **not** a default capability with Odoo. To send text messages, credits are required, which need to be purchased. For more information on IAP credits and plans, refer to the :doc:`../../essentials/in_app_purchase` documentation."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/schedule_interviews.rst:201
|
|
msgid "Applicant scheduled interviews"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/schedule_interviews.rst:203
|
|
msgid "Coordinating interview times typically requires several email exchanges and can slow the recruitment process. Enabling Odoo's self-service scheduling removes that bottleneck: when an applicant is moved to an interview stage, the system automatically sends a scheduling link, records the selected slot, and updates all relevant calendars."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/schedule_interviews.rst:208
|
|
msgid "This automation is turned off by default. To activate it, assign the :guilabel:`Recruitment: Schedule Interview` email template to either the :guilabel:`First Interview` or :guilabel:`Second Interview` stage (see :ref:`recruitment/schedule_interviews/modify-stage`)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/schedule_interviews.rst:217
|
|
msgid ":ref:`Modify <recruitment/modify-stages>` either the :guilabel:`First Interview` or :guilabel:`Second Interview` stage so the stage's :guilabel:`Email Template` field is set to :guilabel:`Recruitment: Schedule interview`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/schedule_interviews.rst:-1
|
|
msgid "The Recruitment: Schedule Interview email template populating the Email Template field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/schedule_interviews.rst:225
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:54
|
|
msgid "Send email"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/schedule_interviews.rst:227
|
|
msgid "After configuring the :guilabel:`First Interview` or :guilabel:`Second Interview` stages to :ref:`send emails <recruitment/schedule_interviews/modify-stage>`, drag-and-drop the applicant card into one of these stages to send the email."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/schedule_interviews.rst:232
|
|
msgid "Self-scheduled interview"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/schedule_interviews.rst:234
|
|
msgid "When the applicant received the email, they click the :guilabel:`Schedule my interview` button at the bottom of the email. This navigates the applicant to a private online scheduling page, which is **only** accessible through the emailed link."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/schedule_interviews.rst:238
|
|
msgid "This page displays the :guilabel:`MEETING DETAILS` on the right side of the screen. This includes the format and length of the meeting. In this example. the interview is virtual (:icon:`fa-video-camera` :guilabel:`Online`) and the duration is a half hour (:icon:`fa-clock-o` :guilabel:`30 minutes`)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/schedule_interviews.rst:243
|
|
msgid "Then the applicant clicks on an available day on the calendar, signified by purple text. Once a day is selected, they click on one of the available times to select that date and time."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/schedule_interviews.rst:-1
|
|
msgid "The calendar screen with dates and times to schedule an interview."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/schedule_interviews.rst:250
|
|
msgid "Be sure to check the :guilabel:`Timezone` field, beneath the calendar, to ensure it is set to the correct time zone. Changing the time zone may alter the available times presented."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/schedule_interviews.rst:253
|
|
msgid "Once the date and time are selected, the applicant is navigated to an :guilabel:`Add more details about you` page. This page asks the applicant to enter their :guilabel:`Full name`, :guilabel:`Email`, and :guilabel:`Phone number`. The contact information entered on this form is how the applicant is contacted to remind them about the scheduled interview."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/schedule_interviews.rst:258
|
|
msgid "When everything is entered on the :guilabel:`Add more details about you` page, the applicant clicks the :guilabel:`Confirm Appointment` button, and the interview is scheduled."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/schedule_interviews.rst:-1
|
|
msgid "The confirmation page with all the details for the interview displayed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/schedule_interviews.rst:264
|
|
msgid "After confirming the interview, the applicant is taken to a confirmation page, where all the details of the interview are displayed. The option to add the meeting to the applicant's personal calendars is available, through the :guilabel:`Add to iCal/Outlook` and :guilabel:`Add to Google Agenda` buttons, beneath the interview details."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/schedule_interviews.rst:269
|
|
msgid "The applicant is also able to cancel or reschedule the interview, if necessary, with the :guilabel:`Cancel your appointment` link at the bottom of the confirmation."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/source_analysis.rst:3
|
|
msgid "Source analysis reporting"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/source_analysis.rst:5
|
|
msgid "Reporting is a critical tool used by recruiting departments to gain insights into the entire recruitment process."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/source_analysis.rst:8
|
|
msgid "Determining where applicants come from can provide information about which sources have the best results. This information is determined by the *Source Analysis* report. With this data, recruitment teams can better pivot their recruiting strategies to gain better applicants, in both quantity and quality."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/source_analysis.rst:14
|
|
#: ../../content/applications/hr/recruitment/team_performance.rst:12
|
|
msgid "Open report"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/source_analysis.rst:16
|
|
msgid "To access the *Source Analysis* report, navigate to :menuselection:`Recruitment app --> Reporting --> Source Analysis`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/source_analysis.rst:19
|
|
msgid "This presents the data for the :icon:`fa-filter` :guilabel:`Last 365 Days Applicant`, in a default :icon:`fa-area-chart` :guilabel:`(Graph)` view, showing the amount of applicants by :guilabel:`Source`, and further separated by stage (:guilabel:`In Progress` and :guilabel:`Hired`)"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/source_analysis.rst:23
|
|
msgid "Hover the cursor over any column to view the specific numbers fort that column."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/source_analysis.rst:-1
|
|
msgid "The default bar chart of the source analysis information."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/source_analysis.rst:29
|
|
msgid "Source effectiveness report"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/source_analysis.rst:31
|
|
msgid "To identify which sources (e.g., job boards, social media, employee referrals, company website) produce the most hires, the pivot table view of the :guilabel:`Source Analysis` report can be configured to display further details."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/source_analysis.rst:35
|
|
msgid "To view the :guilabel:`Source Analysis` report in a pivot table, click the :icon:`oi-view-pivot` :guilabel:`(Pivot)` icon in the top-right corner. The data is presented in a pivot table, with rows populated by job positions, and columns populated by stages."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/source_analysis.rst:39
|
|
msgid "To expand this chart to show what specific sources the applicants came from, click the :icon:`fa-plus-square` :guilabel:`Total` box above the columns, to reveal a drop-down menu, and click :guilabel:`Source`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/source_analysis.rst:43
|
|
msgid "Each column is then grouped by the source, such as: :guilabel:`Search engine`, :guilabel:`Facebook`, :guilabel:`LinkedIn`, etc. Each source displays a separate count for :guilabel:`Applicant`, :guilabel:`Hired`, and :guilabel:`Refused`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/source_analysis.rst:47
|
|
msgid "This information, as presented, makes it difficult to view the specific numbers for each source. Click the :icon:`fa-exchange` :guilabel:`(Flip axis)` icon, to swap the information. After that, the rows represent the source, and the columns represent the job positions, further divided by stage."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/source_analysis.rst:-1
|
|
msgid "The axes flipped in the source analysis report, in pivot table view."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/source_analysis.rst:54
|
|
msgid "In this view, the total number of applicants, hired employees, and refused applicants, are displayed for each source, as well as for each stage by job position."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/source_analysis.rst:58
|
|
msgid "Medium"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/source_analysis.rst:60
|
|
msgid "Viewing the medium for the applicants can be beneficial to see which specific medium is more successful."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/source_analysis.rst:63
|
|
msgid "*Mediums* are the specific methods the applicant used to discover and then apply for job positions, such as organic search, paid search, social media ad, email, etc."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/source_analysis.rst:66
|
|
msgid "To further group the results by medium, click into one of the :icon:`fa-plus-square` :guilabel:`[Source]` rows. Click :guilabel:`Medium` in the resulting drop-down menu. The row presents the specific mediums, relevant to that specific source."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/source_analysis.rst:70
|
|
msgid "Once :guilabel:`Medium` is selected for one source, clicking into another row automatically reveals the specific metrics for the mediums for that source."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/source_analysis.rst:-1
|
|
msgid "The sources rows, expanded to also show the medium for each source."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/source_analysis.rst:77
|
|
msgid "The only mediums that appear for a source, are mediums that have been set on an applicant's form. If a medium has **not** been set for any applicants, the medium does not appear in the drop-down rows beneath the source."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/source_analysis.rst:81
|
|
msgid "For example, if no applicants applied with the medium *Google Adwords*, that medium does **not** appear beneath the *Search engine* source row."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/team_performance.rst:3
|
|
msgid "Team performance"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/team_performance.rst:5
|
|
msgid "The *Team Performance* report in the **Recruitment** app shows how many applicants each recruiter is managing."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/team_performance.rst:8
|
|
msgid "This information is determined by the individuals populating the :ref:`Recruiter <recruitment/applicant-details>` field on each applicant form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/team_performance.rst:14
|
|
msgid "To access the *Team Performance* report, navigate to :menuselection:`Recruitment app --> Reporting --> Team Performance`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/team_performance.rst:17
|
|
msgid "The number of :guilabel:`In Progress`, :guilabel:`Hired`, and :guilabel:`Refused` applicants for each recruiter is displayed in a default :icon:`fa-area-chart` :guilabel:`(Graph)` view."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/team_performance.rst:20
|
|
msgid "The information shown is for the :icon:`fa-filter` :guilabel:`Last 365 Days Applicant` default filter, as displayed in the search bar."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/team_performance.rst:23
|
|
msgid "Hover the cursor over any column to view a popover window, displaying the specific details for that column."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/team_performance.rst:-1
|
|
msgid "The default bar chart of the team performance report."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/team_performance.rst:32
|
|
msgid "For a more detailed view of the information in the :guilabel:`Team Performance` report, click the :icon:`oi-view-pivot` :guilabel:`(Pivot)` icon in the top-right corner. This displays all the information in a pivot table."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/team_performance.rst:36
|
|
msgid "In this view, the job positions populate the rows, while the columns populate the number of applicants. The first column, :guilabel:`Applicant`, is the total number of applicants across all stages for that job position. The subsequent columns display the total applicants that have been :guilabel:`Hired`, :guilabel:`Refused`, and :guilabel:`In Progress` for each job position."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/team_performance.rst:41
|
|
msgid "The displayed information can be modified, if desired."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/team_performance.rst:43
|
|
msgid "In this example, there are 20 total applicants. Out of those 20, eight have been hired, five have been refused, and seven are still in the recruitment process."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/team_performance.rst:46
|
|
msgid "From the data presented, the :guilabel:`Experienced Developer` job position is the most successful. This job position has one of the highest number of total applicants (tied with the :guilabel:`Marketing and Community Manager` position), as well as the most hires."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/team_performance.rst:50
|
|
msgid "This pivot table also shows that the :guilabel:`Quality Control Inspector` position is the hardest to fill, as it has the fewest total applicants."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/team_performance.rst:57
|
|
msgid "Use case: recruiter performance over time"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/team_performance.rst:59
|
|
msgid "One way to modify this report is to show how recruiters are performing over time. To show this information, begin with the :guilabel:`Team Performance` report in the :icon:`oi-view-pivot` :guilabel:`(Pivot)` view."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/team_performance.rst:63
|
|
msgid "Next, click the :icon:`fa-caret-down` :guilabel:`(down arrow)` in the search bar, revealing a drop-down menu. Click :guilabel:`Add Custom Group` :icon:`fa-caret-down` at the bottom of the :icon:`oi-group` :guilabel:`Group By` column, then click :guilabel:`Recruiter`. Click away from the drop-down menu to close it. Now, each row on the table represents a recruiter."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/team_performance.rst:-1
|
|
msgid "The pivot table now displaying the recruiters in the rows."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/team_performance.rst:71
|
|
msgid "To compare the team's performance over different time periods, click the :icon:`fa-caret-down` :guilabel:`(down arrow)` in the search bar. Click :guilabel:`Application Date` :icon:`fa-caret-down` in the :icon:`fa-filter` :guilabel:`Filters` column, revealing various time periods to select."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/team_performance.rst:75
|
|
msgid "In this example, the desired data is the comparison between the team's performance in the third quarter (June - August) and the second quarter (April - July). To do so, click :guilabel:`Q3`. Once clicked, the current year is also ticked. In this example, it is :guilabel:`2025`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/team_performance.rst:79
|
|
msgid "After making this selection, a :icon:`fa-adjust` :guilabel:`Comparison` column appears. Click :guilabel:`Start Date: Previous Period` to compare the third quarter with the second quarter, for the various recruiters."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/team_performance.rst:-1
|
|
msgid "A comparison table of recruiter totals of Q2 and Q3."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/team_performance.rst:86
|
|
msgid "From this report, some things can be extrapolated: the total number of applicants, the number of hired applicants, the number of refused applicants, and the number of applicants still in the recruitment pipeline all increased."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/team_performance.rst:90
|
|
msgid "Additionally, :guilabel:`Maggie Davidsons` had the highest increase in number of hired applicants during the third quarter, while their number of refused applicants went down."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/velocity_analysis.rst:3
|
|
msgid "Velocity analysis"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/velocity_analysis.rst:5
|
|
msgid "The *Velocity Analysis* report provides information on how long applicants stay in each stage of the recruitment process. This is important, as every job position has specific :ref:`process details <recruitment/new_job_position/edit>` that state the length of time applicants should expect to wait between specific stages."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/velocity_analysis.rst:10
|
|
msgid "Knowing how long applicants remain in each stage can help highlight possible bottlenecks. Analyzing this data allows the recruitment team to assess each stage, identify any issues, and pivot their strategies to move applicants through each stage, within the expected time interval."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/velocity_analysis.rst:15
|
|
msgid "Velocity analysis report"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/velocity_analysis.rst:17
|
|
msgid "To access the report, navigate to :menuselection:`Recruitment app --> Reporting --> Velocity Analysis`. By default, the report displays data for all job positions, with the stages populating the x-axis, and the number of days populating the y-axis, in a :icon:`fa-line-chart` :guilabel:`(Line Chart)`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/velocity_analysis.rst:22
|
|
msgid "The default filter is :guilabel:`Last 365 Days Applicant`, showing information for the last 365 days."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/velocity_analysis.rst:25
|
|
msgid "Hover over a stage in the line chart to reveal a popover window listing all the job positions within it, and the average number of days each job position sits in each stage."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/velocity_analysis.rst:28
|
|
msgid "For a more visually digestible view of the information in the :guilabel:`Velocity Analysis` report, click the :icon:`fa-bar-chart` :guilabel:`(Bar Chart)` icon in the upper-left corner. This displays all the information in a bar chart."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/velocity_analysis.rst:32
|
|
msgid "In this view, it is easier to visualize the differences between the job positions, regarding how long applicants stay in each stage. From this view, recruiters can determine which job positions have delays or bottlenecks at certain stages."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/velocity_analysis.rst:-1
|
|
msgid "The bar chart view of the Velocity Analysis report."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/velocity_analysis.rst:40
|
|
msgid "Use case: comparing times by month"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/velocity_analysis.rst:42
|
|
msgid "With the :guilabel:`Velocity Analysis` report, it is possible to see if there are certain months where applicants take longer to be moved through the pipeline. To view this data, switch to the :icon:`oi-view-pivot` :guilabel:`(Pivot)` view in the upper-right corner."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/velocity_analysis.rst:46
|
|
msgid "This presents the data in a detailed pivot table, with the rows representing the different job positions, and the columns representing the stages. The average :guilabel:`Days in Stage` populates the various boxes."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/velocity_analysis.rst:51
|
|
msgid "If a field is empty, it indicates no applicant has been in that stage. Instead, all applicants moved from a previous stage without being placed in the stage with an empty field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/velocity_analysis.rst:-1
|
|
msgid "The pivot table view of the Velocity Analysis report."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/velocity_analysis.rst:57
|
|
msgid "Click :icon:`fa-minus-square-o` :guilabel:`Total` above the job position rows to collapse the information. Next, click :icon:`fa-plus-square` :guilabel:`Total` again, revealing a drop-down menu. Click :guilabel:`Add Custom Group` :icon:`fa-caret-down` at the bottom of the list, revealing further grouping options. Click :guilabel:`Start Date` from the expanded list."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/velocity_analysis.rst:62
|
|
msgid "After doing so, the data presented is grouped with the various months from the previous 365 days for the rows, leaving the :guilabel:`Days In Stage` as the columns."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/velocity_analysis.rst:-1
|
|
msgid "The pivot table showing the months averages for times in stage."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/velocity_analysis.rst:68
|
|
msgid "In this example, :guilabel:`July 2024` had the longest time that applicants spent in each stage, on average. In addition, the :guilabel:`Contract Proposal` stage had the longest wait time in July, with an average of :guilabel:`31.62` days in that stage."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/velocity_analysis.rst:72
|
|
msgid "While this report does not display the reasons applicants stayed in the various stages for these lengths of time, it can be helpful to know when delays occur."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/recruitment/velocity_analysis.rst:76
|
|
msgid ":doc:`Essentials reporting documentation <../../essentials/reporting>`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:5
|
|
msgid "Referrals"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:7
|
|
msgid "Odoo's **Referrals** application is a centralized place where all information regarding referrals is housed - from points earned, coworkers hired, and rewards selected. Users can recommend people they know for job positions, and then earn referral points as those people progress through the recruitment pipeline. Once enough referral points are earned, they can be exchanged for prizes. The **Employees**, **Recruitment**, and **Website** apps must all be installed for the **Referrals** app to function."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:14
|
|
msgid "The only configurations needed for the **Referrals** app *after* it has been installed, are related to the :doc:`rewards <referrals/rewards>`; everything else is preconfigured when Odoo **Referrals** is installed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:18
|
|
msgid "Users with either :guilabel:`Referral User`, :guilabel:`Officer`, or :guilabel:`Administrator` access rights for the **Recruitment** app can access the **Referrals** app. Only users with :guilabel:`Administrator` access rights for the **Recruitment** app have access to the :doc:`reporting <referrals/reporting>` and configuration menus. For more information on users and access rights, refer to these documents: :doc:`../general/users` and :doc:`../general/users/access_rights`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:30
|
|
msgid "When opening the **Referrals** app for the first time, a preconfigured onboarding script appears. This script consists of four slides, each explaining the different parts of the **Referrals** app. At the top of the dashboard, the following message is displayed throughout all the onboarding slides: :guilabel:`GATHER YOUR TEAM! Job Referral Program`. Behind this main message is an image, and beneath it some more explanatory text."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:36
|
|
msgid "Each of the onboarding slides has a corresponding image and message that is displayed. After reading each message, click the :guilabel:`Next` :icon:`fa-angle-right` button to advance to the next slide."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:39
|
|
msgid "The text that appears on each slide is as follows:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:41
|
|
msgid ":guilabel:`OH NO! VILLAINS ARE LURKING THE CITY! HELP US RECRUIT A TEAM OF SUPERHEROES TO SAVE THE DAY!`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:43
|
|
msgid ":guilabel:`BROWSE THROUGH OPEN JOB POSITIONS, PROMOTE THEM ON SOCIAL MEDIA, OR REFER FRIENDS.`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:44
|
|
msgid ":guilabel:`COLLECT POINTS AND EXCHANGE THEM FOR AWESOME GIFTS IN THE SHOP.`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:45
|
|
msgid ":guilabel:`COMPETE AGAINST YOUR COLLEAGUES TO BUILD THE BEST JUSTICE LEAGUE!`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:48
|
|
msgid "The onboarding slides will appear every time the **Referrals** app is opened, until all the slides have been viewed and the :guilabel:`Start Now` button has been clicked. If the onboarding is exited at any point, or if the :guilabel:`Start Now` button has *not* been clicked, the onboarding slides will begin again when the **Referrals** app is opened. Once the :guilabel:`Start Now` button has been clicked, the onboarding slides will not be seen again, and the main dashboard will load when the **Referrals** app is opened from that point on."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:55
|
|
msgid "At any point during onboarding, click the :guilabel:`Skip` button to open the main **Referrals** dashboard."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:-1
|
|
msgid "An onboarding slide with the skip and next buttons visible at the bottom."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:62
|
|
msgid "If there are any candidates hired that the user had referred prior to opening the **Referrals** app (meaning the onboarding slides have not appeared before), when :guilabel:`Start Now` is clicked at the end of onboarding, instead of going to the main dashboard, a :ref:`hired <referrals/hired>` screen appears instead."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:68
|
|
msgid "Modifying onboarding slides"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:70
|
|
msgid "Onboarding slides can be modified if desired. Only users with :guilabel:`Administrator` rights for the **Recruitment** app can modify onboarding slides. To edit a slide, navigate to :menuselection:`Referrals app --> Configuration --> Onboarding.` Each line displays the text for the individual onboarding slide. To edit an onboarding slide, click on an individual slide line to open the slide's onboarding form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:76
|
|
msgid "Make any changes to the message in the :guilabel:`Text` field. A :guilabel:`Company` may be selected, as well. However, if this field is populated, that slide is *only* displayed for that particular company."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:81
|
|
msgid "The :guilabel:`Company` field only appears when in a multi-company database."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:83
|
|
msgid "The image can be modified, as well. Hover over the image thumbnail in the top-right corner of the form. An :icon:`fa-pencil` :guilabel:`(Edit)` icon and :icon:`fa-trash-o` :guilabel:`(Clear)` icon appear. Click the :icon:`fa-pencil` :guilabel:`(Edit)` icon to change the image. A file navigator window loads. Navigate to the desired image, select it, then click :guilabel:`Open`. The new image appears in the thumbnail. To delete an image, click the :icon:`fa-trash-o` :guilabel:`(Clear)` icon, then select a new image using the :icon:`fa-pencil` :guilabel:`(Edit)` icon."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:-1
|
|
msgid "An onboarding slide in edit mode, with the main fields highlighted."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:93
|
|
msgid "The sequence in which the slides appear can be changed from the *Onboarding* dashboard. Click the :icon:`oi-draggable` :guilabel:`(draggable)` icon to the left of the slide text, and drag the slide to the desired position."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:-1
|
|
msgid "The onboarding slides in a list, with the drag and drop arrows highlighted."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:103
|
|
msgid "Hired referrals"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:105
|
|
msgid "When a candidate referred by a user is hired, the user *\"grows their superhero team\"* and adds superhero avatars to their **Referrals** dashboard."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:108
|
|
msgid "After a referral has been hired, when the user next opens the **Referrals** app, instead of the main dashboard, a hired page loads. The text :guilabel:`(REFERRAL NAME) HAS BEEN HIRED! Choose an avatar for your new friend!` appears."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:112
|
|
msgid "Below this message are five avatar thumbnails to choose from. If an avatar has already been assigned to a referral, the thumbnail is grayed out, and the name that the avatar has been chosen for appears beneath the avatar. Click on an available avatar to select it."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:116
|
|
msgid "If more than one referral was hired since completing onboarding in the **Referrals** app, after selecting the first avatar, the user is prompted to select another avatar for the subsequent hired referral. Once all avatars have been selected, the dashboard loads and all the avatars are now visible. Mouse over each avatar and their name is displayed above them."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:-1
|
|
msgid "The hired screen. A selection of avatars are presented to choose from, with any already\n"
|
|
"chosen are greyed out."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:126
|
|
msgid "Modify friends"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:128
|
|
msgid "Friend avatars are able to be modified in the same manner that :ref:`levels <referrals/levels>` are modified. Only users with :guilabel:`Administrator` rights for the **Recruitment** app can make modifications to friends. The preconfigured friends can be seen and modified by navigating to :menuselection:`Referrals app --> Configuration --> Friends`. Each friend's avatar appears in the :guilabel:`Dashboard Image` column, and the corresponding name appears in the :guilabel:`Friend Name` column. The default images are a motley group of hero characters, ranging from robots to dogs."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:135
|
|
msgid "To modify a friend's dashboard image, thumbnail, name, or position, click on an individual friend to open the referral friend form. Type the name in the :guilabel:`Friend Name` field. The name is solely to differentiate the friends in the configuration menu; the friend's name is not visible anywhere else in the **Referrals** app."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:140
|
|
msgid "The :guilabel:`Position` can be set to either :guilabel:`Front` or :guilabel:`Back`. This determines the position of the friend in relation to the user's super hero avatar. Click the radio button next to the desired selection, and the friend will appear either in front of or behind the user's avatar when activated."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:145
|
|
msgid "If desired, both the thumbnail :guilabel:`Image` and the :guilabel:`Dashboard Image` can be modified. Hover over the image being replaced to reveal an :icon:`fa-pencil` :guilabel:`(Edit)` icon and :icon:`fa-trash-o` :guilabel:`(Clear)` icon. Click the :icon:`fa-pencil` :guilabel:`(Edit)` icon, and a file explorer window appears. Navigate to the desired image file, then click :guilabel:`Open` to select it."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:151
|
|
#: ../../content/applications/hr/referrals.rst:220
|
|
msgid "To cancel any changes made, click the :icon:`fa-times` :guilabel:`(Discard all changes)` icon to delete any changes, and revert to the original content."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:-1
|
|
msgid "A friend form in edit mode."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:158
|
|
#: ../../content/applications/hr/referrals.rst:192
|
|
msgid "It is not advised to edit the images. An image file must have a transparent background in order for it to render properly. Only users with knowledge about transparent images should attempt adjusting any images in the **Referrals** app."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:162
|
|
msgid "Once an image is changed and the friend is saved, it is **not possible** to revert to the original image. To revert to the original image, the **Referrals** app must be *uninstalled then reinstalled.*"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:169
|
|
msgid "Levels"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:171
|
|
msgid "The **Referrals** app has preconfigured levels that are reflected in the user's avatar on the **Referrals** dashboard. As a user refers potential employees and earns points, they can *level up*, much like in a video game."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:176
|
|
msgid "Levels have no functional impact on the performance of the app. They are solely used for the purpose of adding achievement tiers for participants to aim for, gamifying referrals for the user."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:180
|
|
msgid "The user's current level is displayed at the top of the main **Referrals** app dashboard, directly beneath their photo, in a :guilabel:`Level: #` format. In addition, a colored ring appears around the user's photo, indicating how many points the user currently has, and how many additional points they need to level up. The cyan colored portion of the ring represents points earned, while the white colored portion represents the points still needed before they can level up."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:187
|
|
msgid "Modify levels"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:189
|
|
msgid "Only users with :guilabel:`Administrator` rights for the **Recruitment** app can modify levels."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:196
|
|
msgid "Once an image is changed and the level is saved, it is **not possible** to revert to the original image. To revert to the original image, the **Referrals** app must be *uninstalled then reinstalled.*"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:200
|
|
msgid "The preconfigured levels can be seen and modified by navigating to :menuselection:`Referrals app --> Configuration --> Levels`. Each avatar appears in the :guilabel:`Image` column, and the corresponding level number appears in the :guilabel:`Level Name` column. The default images are of Odoo superheroes, and each level adds an additional element to their avatar, such as capes and shields."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:206
|
|
msgid "To modify a level's image, name, or points required to reach the level, click on an individual level in the list to open the level form, then make modifications."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:209
|
|
msgid "Type in the name (or number) of the level in the :guilabel:`Level Name` field. What is entered is displayed beneath the user's photo on the main dashboard when they reach that level. Enter the number of referral points needed to reach that level in the :guilabel:`Requirements` field. The points needed to level up are the total accumulated points earned over the lifetime of the employee, not additional points from the previous level that must be earned."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:215
|
|
msgid "If desired, the :guilabel:`Image` can also be modified. Hover over the image to reveal an :icon:`fa-pencil` :guilabel:`(Edit)` icon and a :icon:`fa-trash-o` :guilabel:`(Clear)` icon. Click the :icon:`fa-pencil` :guilabel:`(Edit)` icon and a file explorer window appears. Navigate to the desired image file, then click :guilabel:`Open` to select it."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:-1
|
|
msgid "A level form in edit mode."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:227
|
|
msgid "Level up"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:229
|
|
msgid "Once enough points have been accumulated to level up, the circle around the user's photo is completely filled in with a cyan color, a large image stating :guilabel:`LEVEL UP!` appears above the photo, and the phrase :guilabel:`CLICK TO LEVEL UP!` appears beneath the user's photo and current level."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:234
|
|
msgid "Click on either the :guilabel:`LEVEL UP!` graphic, the user's photo, or the text :guilabel:`CLICK TO LEVEL UP!` beneath the user's photo to level up the user. The user's avatar changes to the current level, and the ring around the photo is updated to indicate the current amount of points."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:238
|
|
msgid "Leveling up does not cost the user any points, the user only needs to earn the specified amount of points required."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:-1
|
|
msgid "A 'Click to level up!' appears beneath the user's image, and a large 'Level up!' appears\n"
|
|
"above their image."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:246
|
|
msgid "Once a user has reached the highest configured level, they will continue to accrue points that can be redeemed for rewards, but they are no longer able to level up. The ring around their photo remains solid cyan."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:251
|
|
msgid ":doc:`referrals/share_jobs`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:252
|
|
msgid ":doc:`referrals/points`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:253
|
|
msgid ":doc:`referrals/rewards`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:254
|
|
msgid ":doc:`referrals/alerts`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals.rst:255
|
|
msgid ":doc:`referrals/reporting`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/alerts.rst:5
|
|
msgid "In the **Referrals** application, it is possible to post a message, also referred to as an *alert*, at the top of the dashboard to share important information with users."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/alerts.rst:8
|
|
msgid "Alerts remain on the main **Referrals** dashboard for the specified amount of time configured on the individual alert."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/alerts.rst:-1
|
|
msgid "Two alert banners appear above the user's photo."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/alerts.rst:17
|
|
msgid "Create an alert"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/alerts.rst:19
|
|
msgid "Only users with *Administrator* access rights for the **Recruitment** app can create alerts. To add a new alert, navigate to the :menuselection:`Referrals app --> Configuration --> Alerts`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/alerts.rst:22
|
|
msgid "Click :guilabel:`New` to open a blank alert form. Enter the following information on the form:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/alerts.rst:24
|
|
msgid ":guilabel:`Date From`: the date the alert starts. On this date, the alert is visible on the dashboard."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/alerts.rst:26
|
|
msgid ":guilabel:`Date To`: the date the alert ends. After this date, the alert is hidden from view."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/alerts.rst:27
|
|
msgid ":guilabel:`Company`: the current company populates this field, by default. To modify the company the alert should be displayed for, select the desired company from the drop-down menu in this field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/alerts.rst:31
|
|
msgid "If this field remains blank, the alert is visible to everyone with access to the **Referrals** app."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/alerts.rst:34
|
|
msgid "If a company is specified, only users within that company (who also have access to the **Referrals** app) see the alert. This field **only** appears in a multi-company database."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/alerts.rst:36
|
|
msgid ":guilabel:`Alert`: enter the text for the alert. This message appears inside the alert banner on the main **Referrals** app dashboard."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/alerts.rst:38
|
|
msgid ":guilabel:`On Click`: there are three options for the alert. Click the radio button next to the desired selection. The options are:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/alerts.rst:41
|
|
msgid ":guilabel:`Not Clickable`: the alert only displays text, there is no link to click."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/alerts.rst:42
|
|
msgid ":guilabel:`Go to All Jobs`: the alert contains a link that, when clicked, navigates to the website with all the job positions that are currently posted."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/alerts.rst:44
|
|
msgid ":guilabel:`Specify URL`: the alert contains a link to a specific URL that, when clicked, navigates to that URL. When selected, a :guilabel:`URL` field appears below the :guilabel:`On Click` section. Enter the desired URL in that field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/alerts.rst:-1
|
|
msgid "An alert form completely filled in with all selections entered."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/alerts.rst:52
|
|
msgid "Notify users"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/alerts.rst:54
|
|
msgid "In addition to posting an alert on the **Referrals** app, users can be contacted directly via email, instead of waiting for users to view the alert when they open the **Referrals** app."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/alerts.rst:57
|
|
msgid "After :ref:`creating an alert <referrals/create-alert>`, click the :guilabel:`Send Mail` button above the alert form. This causes a :guilabel:`Send Mail` pop-up window to load."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/alerts.rst:60
|
|
msgid "The currently configured users populate the :guilabel:`User` field, and the :guilabel:`Subject` is populated with `New Alert In Referrals App`, by default."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/alerts.rst:63
|
|
msgid "The :guilabel:`Body` is populated with `A new alert has been added to the Referrals app! Check your dashboard now!`, with the word `dashboard` linked to the **Referrals** app dashboard."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/alerts.rst:66
|
|
msgid "Make any desired modifications to the email, then click :guilabel:`Send`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/alerts.rst:69
|
|
msgid "Dismiss an alert"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/alerts.rst:71
|
|
msgid "It is possible to dismiss an alert, if a user does not wish to see a specific alert again."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/alerts.rst:73
|
|
msgid "To dismiss an alert, click the :icon:`fa-times` :guilabel:`(remove)` icon on the far-right side of the alert on the **Referrals** app dashboard, to remove the alert."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/alerts.rst:76
|
|
msgid "This prevents the alert from appearing again, even when opening the **Referrals** app for the first time in a new session."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/points.rst:3
|
|
msgid "Referral points"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/points.rst:5
|
|
msgid "The *Referrals* application allows employees to earn points that are then exchanged for :doc:`rewards <rewards>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/points.rst:8
|
|
msgid "Current referral points can be viewed on the main *Referrals* app dashboard, which appears when the application is opened, after the :ref:`onboarding <referrals/onboarding>` slides have been viewed or skipped."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/points.rst:12
|
|
msgid "At the top, a summary of the user's current points is displayed. The left side of the summary displays the :guilabel:`Total` points earned, and the right side displays the points that are available :guilabel:`To Spend`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/points.rst:16
|
|
msgid "To view the various referral stages, and their respective earned points, click one of the referral statuses beneath the avatar. The options are: :guilabel:`Referrals`, :guilabel:`Ongoing`, and :guilabel:`Successful`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/points.rst:20
|
|
msgid "The current number of referrals that are still active in the recruitment pipeline, but have not yet been hired or refused, appear above :guilabel:`Ongoing`. The number of referrals that have been hired, appears above :guilabel:`Successful`. The total number of referrals, both the ongoing and successful referrals combined, appears above :guilabel:`Referrals`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/points.rst:26
|
|
msgid "My referrals"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/points.rst:28
|
|
msgid "To see all the referrals, both ongoing and successful, click :guilabel:`Referrals`. The :guilabel:`My Referral` screen page displays all referrals, with each individual referral housed in its own referral card."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/points.rst:32
|
|
msgid "A successful referral displays a white :icon:`fa-check` :guilabel:`Hired` badge in the top-right corner of the card, along with a vertical green stripe on the left-side of the card. Referrals that are in process have a purple :guilabel:`In Progress` badge in the top-right corner."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/points.rst:36
|
|
msgid "Each referral card lists the name of the applicant, the subject/application title as it appears on the applicant card in the *Recruitment* app, the name of the job position, the person responsible for filling the role (i.e. the recruiter), and the points earned."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/points.rst:40
|
|
msgid "For referrals that have been hired, the selected avatar also appears on the card."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/points.rst:-1
|
|
msgid "Two referral cards, one hired and one in-progress."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/points.rst:47
|
|
msgid "Points"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/points.rst:49
|
|
msgid "The points that can be earned for a referral are the same across all job positions. Each stage of the recruitment process has corresponding points assigned to it. The stages listed correspond to the stages configured in the *Recruitment* application."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/points.rst:53
|
|
msgid "On each individual referral card, beneath the points earned, is a progress bar that displays how many points have been earned out of the total possible points that can be earned, if the applicant is hired."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/points.rst:57
|
|
msgid "Beneath the bar chart is a list of the various recruitment stages, and the points earned when the referral moves to that stage. If a stage has been achieved, and the points have been earned, a green :icon:`fa-check` :guilabel:`(checkmark)` appears next to the stage."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/points.rst:62
|
|
msgid "The preconfigured point structure for referrals is as follows:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/points.rst:64
|
|
msgid ":guilabel:`Initial Qualification`: 1 point"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/points.rst:65
|
|
msgid ":guilabel:`First Interview`: 20 points"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/points.rst:66
|
|
msgid ":guilabel:`Second Interview`: 9 points"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/points.rst:67
|
|
msgid ":guilabel:`Contract Proposal`: 5 points"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/points.rst:68
|
|
msgid ":guilabel:`Contract Signed`: 50 points"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/points.rst:70
|
|
msgid "The default total points earned for a referral that is hired is 85 points. Modifications of the points earned for each stage are made in the *Recruitment* application. Refer to the :ref:`Recruitment <recruitment/modify-stages>` documentation to modify the points for each stage."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/reporting.rst:5
|
|
msgid "The reporting function in the **Referrals** app helps recruiters and managers learn where applicants are applying from, when referred by a current employee. Additionally, the reporting feature shows the number of applicants hired, refused, and still in the recruitment pipeline, for each medium."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/reporting.rst:10
|
|
msgid "Only users with *Administrator* rights for the **Recruitment** app have access to the reporting feature in the **Referrals** app."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/reporting.rst:14
|
|
msgid "Employees referral analysis report"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/reporting.rst:16
|
|
msgid "To access the *Employees Referral Analysis* report, navigate to :menuselection:`Referrals app --> Reporting`. This loads the :guilabel:`Employees Referral Analysis` report, in a default :icon:`fa-bar-chart` :guilabel:`Bar Chart`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/reporting.rst:20
|
|
msgid "The graph is presented in a :icon:`fa-database` :guilabel:`Stacked` view, with the number of referrals on the y-axis, and the source, referred to as the :guilabel:`Medium`, of the applicant (e.g.: *Facebook*, *LinkedIn*, *Email*, etc.) on the x-axis. If a medium does **not** appear on the report, that indicates there are no referrals from that particular medium."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/reporting.rst:25
|
|
msgid "Referral amounts for all stages are displayed, including :guilabel:`Not Hired` (refused), :guilabel:`In Progress`, and :guilabel:`Hired`. The default filter is set to the current month."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/reporting.rst:28
|
|
msgid "Hover over any bar to view a popover containing specific data for that particular bar."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/reporting.rst:30
|
|
msgid "In this view, it is clear which :guilabel:`Medium` is the most successful."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/reporting.rst:33
|
|
msgid "In this example, both :guilabel:`Email` and :guilabel:`LinkedIn` are the mediums with the most referrals, but :guilabel:`Email` has the most referrals that were hired."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/reporting.rst:0
|
|
msgid "The default report in the Referrals app."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/reporting.rst:40
|
|
msgid "Use case: hired referrals"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/reporting.rst:42
|
|
msgid "One way to use the reporting feature is to assess which employees are referring the highest quality applicants. This is done by examining how many of their referrals go on to become employees."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/reporting.rst:45
|
|
msgid "In this example, data is examined to determined which employee has the highest number of hired referrals for the current year."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/reporting.rst:48
|
|
msgid "To view this information, first click the :icon:`oi-view-pivot` :guilabel:`(Pivot)` icon in the upper-right corner. Next, remove the current filter in the search bar."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/reporting.rst:51
|
|
msgid "Click the :icon:`fa-caret-down` :guilabel:`(down arrow)` in the search bar to reveal a drop-down menu. Click :guilabel:`Date` in the :icon:`fa-filter` :guilabel:`Filters` column, revealing a drop-down menu of available time periods, and click the current year (in this example, :guilabel:`2024`)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/reporting.rst:56
|
|
msgid "Next, click :guilabel:`Measures` :icon:`fa-caret-down`, then deselect :guilabel:`Earned Points` and :guilabel:`Employee Referral Refused` to hide those metrics. Click anywhere on the screen to close the drop-down menu."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/reporting.rst:60
|
|
msgid "The information displayed shows how many total applicants each employee referred, and how many of those applicants were hired, for the current year."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/reporting.rst:63
|
|
msgid "In this example, it can be determined that :guilabel:`Bob Wilson` is the most successful referrer, with three hired referrals, and nine total referred applicants. Additionally, :guilabel:`Mitchell Admin` has the lowest performance in terms of referrals, as he has only one applicant, and no hires."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/reporting.rst:67
|
|
msgid "This information can be helpful to the recruitment team, so they can determine the most active referrers in the company, and who is the most successful in terms of hires."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/reporting.rst:-1
|
|
msgid "The customized report showing which employees have the most referrals and hires."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/reporting.rst:74
|
|
msgid "The pivot table can be inserted into a new or existing :doc:`spreadsheet <../../productivity/spreadsheet/insert>`, if desired."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/reporting.rst:77
|
|
msgid "To do so, click the :guilabel:`Insert in Spreadsheet` button right above the chart. A pop-up window appears, asking which spreadsheet to insert the pivot chart into. Select the desired spreadsheet or dashboard from the presented options. Alternatively, select :guilabel:`Blank Spreadsheet` to create a new one."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/reporting.rst:82
|
|
msgid "Click :guilabel:`Confirm`, and the selected spreadsheet loads, with the new table in it."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/reporting.rst:84
|
|
msgid "The spreadsheet is stored in the **Documents** application. This application **must** be installed to use the :guilabel:`Insert in Spreadsheet` option."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/rewards.rst:3
|
|
msgid "Rewards"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/rewards.rst:5
|
|
msgid "After employees have successfully earned referral points, they can exchange their points by purchasing rewards in Odoo's **Referrals** application. Rewards **must** be :ref:`created and configured <referrals/create>` before employees can :ref:`redeem points for rewards <referrals/redeem>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/rewards.rst:13
|
|
msgid "Create rewards"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/rewards.rst:15
|
|
msgid "Rewards are the only configurations needed when setting up the **Referrals** application."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/rewards.rst:17
|
|
msgid "Only users with :guilabel:`Administrator` rights for the **Recruitment** application can create or modify rewards."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/rewards.rst:21
|
|
msgid ":doc:`../../general/users/access_rights`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/rewards.rst:23
|
|
msgid "To add rewards, navigate to :menuselection:`Referrals app --> Configuration --> Rewards`. Click :guilabel:`New`, and a reward form loads. Enter the following information on the form:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/rewards.rst:26
|
|
msgid ":guilabel:`Product Name`: enter the name as it should appear for the reward. This field is required."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/rewards.rst:28
|
|
msgid ":guilabel:`Cost`: enter the amount of points required to redeem the reward."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/rewards.rst:29
|
|
msgid ":guilabel:`Company`: using the drop-down menu, select the company the reward is configured for. If a reward is available for multiple companies, each company **must** configure a reward for their specific company. This field **only** appears if in a multi-company environment; if this field appears, it is required."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/rewards.rst:35
|
|
msgid "A corporation with three different companies offers a gift card as a reward. In the database, there are three separate rewards listed for a gift card, one for each of the three companies."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/rewards.rst:38
|
|
msgid ":guilabel:`Gift Responsible`: using the drop-down menu, select the person responsible for procuring and delivering the reward to the recipient. This person is alerted when the reward is bought in the **Referrals** app, so they know when to deliver the reward to the recipient."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/rewards.rst:41
|
|
msgid ":guilabel:`Photo`: add a photo of the reward, which appears on the rewards page. Hover over the image box in the top-right corner (a square with a camera and plus sign inside it), and a :icon:`fa-pencil` :guilabel:`(pencil)` icon appears. Click the :icon:`fa-pencil` :guilabel:`(pencil)` icon to select and add a photo to the reward form. Once a photo is added, hovering over the image reveals two icons instead of one: a :icon:`fa-pencil` :guilabel:`(pencil)` icon and a :icon:`fa-trash-o` :guilabel:`(trash can)` icon. Click the :icon:`fa-trash-o` :guilabel:`(trash can)` icon to delete the currently selected image."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/rewards.rst:48
|
|
msgid ":guilabel:`Description` tab: type in the description for the reward. This is visible on the reward card, beneath the title. This field is required."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/rewards.rst:-1
|
|
msgid "A filled out reward form with all details entered."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/rewards.rst:55
|
|
msgid "It is advised to enter a :guilabel:`Cost` and add a :guilabel:`Photo`. If a cost is not entered, the default cost is listed as zero, which would list the reward as free in the reward shop. If a photo is not selected, a placeholder icon is displayed on the rewards page."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/rewards.rst:62
|
|
msgid "Redeem rewards"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/rewards.rst:64
|
|
msgid "In order to redeem a reward, points must be earned. These points can then be used to purchase a reward."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/rewards.rst:67
|
|
msgid "To purchase a reward, click the :guilabel:`Rewards` button on the main :guilabel:`Referrals` dashboard. All the configured rewards are listed in individual reward cards."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/rewards.rst:70
|
|
msgid "The required point amount needed to purchase a reward is listed in the top-right corner of the card."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/rewards.rst:72
|
|
msgid "If the user has enough points to purchase a reward, a :icon:`fa-shopping-basket` :guilabel:`Buy` button appears at the bottom of the reward card. If they do not have enough points for a reward, the reward card displays :guilabel:`You need another (x) points to buy this`, instead of a :icon:`fa-shopping-basket` :guilabel:`Buy` button."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/rewards.rst:77
|
|
msgid "Click the :icon:`fa-shopping-basket` :guilabel:`Buy` button on a reward to purchase it. A :guilabel:`Confirmation` pop-up window appears, asking if the user is sure they want to purchase the reward. Click :guilabel:`OK` to purchase the item, or :guilabel:`Cancel` to close the window, and cancel the purchase."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/rewards.rst:82
|
|
msgid "After :guilabel:`OK` is clicked, the pop-up window closes, and the points used to purchase the reward are subtracted from the user's available points. The rewards presented are now updated to reflect the user's current available points."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/rewards.rst:-1
|
|
msgid "Buy button appears below a mug and backpack reward, while the bicycle reward states how\n"
|
|
"many more reward points are needed to redeem."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:3
|
|
msgid "Share job positions"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:5
|
|
msgid "In Odoo **Referrals**, users can earn referral points by sharing job positions with potential applicants. Individual job positions can be shared in several ways: via :ref:`email <referrals/email>`, :ref:`SMS <referrals/sms>`, :ref:`WhatsApp <referrals/whatsapp>`, a :ref:`tracking link <referrals/link>`, and various :ref:`social media platforms <referrals/social>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:10
|
|
msgid "Additionally, *all* job positions can be :ref:`shared via email <referrals/email-jobs>`, instead of sharing individual job positions."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:14
|
|
msgid "Sharing jobs can **only** occur after :ref:`onboarding <referrals/onboarding>` slides have been viewed or skipped."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:20
|
|
msgid "View all jobs"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:22
|
|
msgid "To see all job positions that are actively recruiting candidates, click the :guilabel:`View Jobs` button on the main **Referrals** app dashboard. This presents all job positions, with each job presented with its own card."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:-1
|
|
msgid "The View Jobs screen, displaying all current open job positions. All information is\n"
|
|
"displayed on the card."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:30
|
|
msgid "Each job position card contains the following information:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:32
|
|
msgid "The title of the job position. This information is taken from the *Job Position* field of the job form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:34
|
|
msgid "The number of :guilabel:`Open Positions` being recruited. This information is taken from the *Expected New Employees* field of the *Recruitment* tab of the job form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:36
|
|
msgid "The :doc:`points <points>` a user earns when an applicant applies for the position."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:37
|
|
msgid "The job description detailing the job position. This information is taken from the *Job Position* tab of the job form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:41
|
|
msgid "Only published job positions are visible in the **Referrals** app. To check which job positions are published or not, refer to the :doc:`../recruitment/new_job` documentation."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:45
|
|
msgid "Share an individual job"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:47
|
|
msgid "To share an individual job position, first click the :guilabel:`View Jobs` button on the main **Referrals** app dashboard. This presents a list of all currently published jobs. From this page, an individual job can be shared with someone using one of the methods below."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:56
|
|
msgid "To share an individual job position via email, click the :icon:`fa-envelope-o` :guilabel:`Send Email` button on the specific job position card. A preconfigured email template appears in a pop-up window, using the :guilabel:`Send Job Offer by Mail` template. Enter the recipient's email address in the :guilabel:`Email` field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:61
|
|
msgid "The :guilabel:`Subject` and :guilabel:`Body` are populated using a default template. The :guilabel:`Subject` `Job for you` is present, by default, but can be modified, if desired."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:64
|
|
msgid "The specific title of the job position populates the *Job Position* placeholder in the email body. The `See Job Offer` text in the email body is an individualized tracking link to the specific job position listed on the website."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:68
|
|
msgid "When the prospective employee receives the email, the link sends them to the job position page, where they can apply for the position, and the person who referred them is tracked in the **Referrals** app."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:72
|
|
msgid "If desired, add any text or closing salutation to the email body. When all edits have been made, click :guilabel:`Send Mail` to send the email, or click :guilabel:`Cancel` to close the pop-up window."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:-1
|
|
msgid "Referral email pop-up window with the email message inside it."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:84
|
|
msgid "To share an individual job position with someone via SMS (text message), click the :icon:`fa-mobile` :guilabel:`Send SMS` button on the specific job position card. A preconfigured :guilabel:`Send Job Offer by SMS` pop-up window appears. Enter the recipient's mobile number in the :guilabel:`Recipient` field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:89
|
|
msgid "Modify the prepopulated :guilabel:`Body` message, if desired, then click the :guilabel:`Send SMS` button to send the message, or click :guilabel:`Cancel` to close the pop-up window and cancel the message."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:101
|
|
msgid "Send WhatsApp"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:103
|
|
msgid "To share an individual job position with someone via WhatsApp, click the :icon:`fa-whatsapp` :guilabel:`Send WhatsApp` button on the specific job position card. A preconfigured :guilabel:`Send Job Offer by WhatsApp` pop-up window appears. Enter the recipient's mobile number in the :guilabel:`Recipient` field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:108
|
|
msgid "Modify the default message, if desired, then click the :guilabel:`Send WhatsApp` button to send the message, or click :guilabel:`Cancel` to close the pop-up window and cancel the message."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:112
|
|
msgid "To send WhatsApp messages, WhatsApp must be configured in Odoo. For more information, refer to the :doc:`../../productivity/whatsapp` documentation."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:116
|
|
msgid "Job page"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:118
|
|
msgid "To see all the details for a job position, click the :icon:`fa-globe` :guilabel:`Job Page` button on the specific card. Doing so opens the job position webpage in a new browser tab. This is what an applicant sees before applying for a position."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:125
|
|
msgid "Share now"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:127
|
|
msgid "To share the job position with a customized tracking link, click the :icon:`fa-chain` :guilabel:`Share Now` button to copy the link. A pop-up window in the corner of the computer loads, stating `Referral link: (link to Job Position) has been copied to clipboard`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:131
|
|
msgid "Next, share the link with the prospective employee."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:136
|
|
msgid "Share a job via social media"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:138
|
|
msgid "Other than sending an email, SMS, WhatsApp message, or sharing a tracking link, job positions can be shared via social media platforms (:ref:`Facebook <referrals/facebook>`, :ref:`X <referrals/x>`, and :ref:`LinkedIn <referrals/linkedin>`. On each job position card are the three corresponding social media icons that can be used to share the job position, keeping track of applicants in the **Referrals** application."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:147
|
|
msgid "Facebook"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:149
|
|
msgid "To share the job position using Facebook, click the :icon:`fa-facebook` :guilabel:`Share Now` button."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:152
|
|
msgid "If the user is already logged into Facebook, when the :icon:`fa-facebook` :guilabel:`Share Now` button is clicked, Facebook loads in a new tab, where a :guilabel:`Create post` pop-up window loads with the tracking link attached."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:156
|
|
msgid "Type in any additional information to add to the post, then share the job position using the available options in Facebook."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:160
|
|
msgid "To share the job via Facebook,first, the user **must** be logged into Facebook. If the user is *not* already logged in, when the :icon:`fa-facebook` :guilabel:`Share Now` button is clicked, a new tab loads, stating `You are not logged in. Please login and try again.`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:167
|
|
msgid "X (formerly Twitter)"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:169
|
|
msgid "To share a job position on X, click the :guilabel:`X Share Now` button."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:171
|
|
msgid "If the user is already signed-in to X, when the :guilabel:`X Share Now` button is clicked, an X page loads in a new tab with a pre-populated message ready to post, in a draft pop-up window. If the user is *not* already signed-in, a sign-in screen loads instead, prompting the user to first sign-in to X."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:176
|
|
msgid "Type in any additional information, or make any edits to the default message, then share using the available options in X."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:182
|
|
msgid "LinkedIn"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:184
|
|
msgid "To share a job position on LinkedIn, click the :icon:`fa-linkedin` :guilabel:`Share Now` button."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:186
|
|
msgid "If the user is already logged into LinkedIn, when the :icon:`fa-linkedin` :guilabel:`Share Now` button is clicked, a new tab loads in LinkedIn, with a link to the job position at the top. If the user is *not* already logged in, a log-in screen loads instead, prompting the user to log-in to LinkedIn first."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:191
|
|
msgid "The job position can be shared either in a public post, or in a private message to an individual (or group of individuals)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:194
|
|
msgid "Type in any additional information, or make any edits to the message or post, then share using the available options in LinkedIn."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:200
|
|
msgid "Share job list"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:202
|
|
msgid "Another way to share job opportunities is to share the entire current list of open job positions, instead of one job position at a time. To do this, navigate to the :menuselection:`Referrals` main dashboard. Click the :guilabel:`Email a friend` button at the bottom of the screen. A :guilabel:`Send Job Offer by Mail` pop-up window appears."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:207
|
|
msgid "Enter the email address in the :guilabel:`Email` field. The email can be sent to multiple recipients by separating each email address with a comma followed by a single space. The :guilabel:`Subject` is preconfigured with :guilabel:`Job for you`, but can be edited. The email :guilabel:`Body` is also populated with preconfigured text."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/referrals/share_jobs.rst:212
|
|
msgid "The link to all active job positions is a tracking link to a complete list of all job positions currently being recruited for. Add any additional text and make any edits to the message body, if necessary. Then, click :guilabel:`Send Mail` to send the email. This sends the message, and closes the window."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:7
|
|
msgid "Odoo's **Time Off** application serves as a centralized hub for all time-off-related information. This application manages requests, balances, allocations, approvals, and reports."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:10
|
|
msgid "Users can :doc:`request time off <../hr/time_off/request_time_off>`, and see an overview of their requests and time off balances. Managers can :doc:`allocate time off <time_off/allocations>` to individuals, teams, or the whole company, and :ref:`approve time off requests <time_off/manage-time-off>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:15
|
|
msgid "Detailed :doc:`reports <time_off/reporting>` can be run to see how much time off (and what kinds of time off) are being used, :ref:`accrual plans <time_off/accrual-plans>` can be created, and :ref:`public holidays <time_off/public-holidays>` can be set."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:20
|
|
msgid "Be advised, only users with specific access rights can see all aspects of the **Time Off** app."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:22
|
|
msgid "All users can access the *My Time Off* and *Overview* sections of the **Time Off** app. All other sections require specific access rights."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:25
|
|
msgid "To better understand how access rights affect the **Time Off** app, refer to the :doc:`employees/new_employee` document, specifically the section about configuring the *Work Information* tab."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:30
|
|
msgid ":doc:`../general/users/access_rights`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:35
|
|
msgid "In order to allocate time off to employees, and for employees to request and use their time off, the various time off types must be configured first, then allocated to employees (if allocation is required)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:44
|
|
msgid "To view the currently configured time off types, navigate to :menuselection:`Time Off app --> Configuration --> Time Off Types`. The time off types are presented in a list view."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:47
|
|
msgid "The **Time Off** app comes with four preconfigured time off types: :guilabel:`Paid Time Off`, :guilabel:`Sick Time Off`, :guilabel:`Unpaid`, :guilabel:`Compensatory Days`, and :guilabel:`Extra Hours`. These can be modified to suit business needs, or used as-is."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:52
|
|
msgid "Create time off type"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:54
|
|
msgid "To create a new time off type, navigate to :menuselection:`Time Off app --> Configuration --> Time Off Types`. From here, click the :guilabel:`New` button to reveal a blank time off type form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:57
|
|
msgid "Enter the name for the particular type of time off in the blank line at the top of the form, such as `Vacation` or `Bereavement`. Then, enter the following information on the form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:61
|
|
msgid "The only **required** fields on the time off type form are the name of the :guilabel:`Time Off Type`, the :guilabel:`Take Time Off In`, and the :guilabel:`Kind of Time Off`. In addition, the :guilabel:`Time Off Requests` and :guilabel:`Allocation Requests` sections **must** be configured."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:69
|
|
msgid "Time off requests section"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:71
|
|
msgid "This section determines how approvals are handled for time off requests for this time off type."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:73
|
|
msgid ":guilabel:`Approval`: select what specific kind of approval is required for the time off type. The options are:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:76
|
|
msgid ":guilabel:`No Validation`: No approvals are required when requesting this type of time off. The time off request is automatically approved."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:78
|
|
msgid ":guilabel:`By Time Off Officer`: Only the specified :ref:`Time Off Officer <time_off/time-off-officer>`, set on this form in the :guilabel:`Notified Time Off Officer` field, is required to approve the time off request. This option is selected, by default."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:81
|
|
msgid ":guilabel:`By Employee's Approver`: Only the employee's specified approver for time off, which is set on the *Work Information* tab on the :ref:`employee's form <employees/work-info-tab>`, is required to approve the time off request."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:84
|
|
msgid ":guilabel:`By Employee's Approver and Time Off Officer`: Both the employee's :ref:`specified time off approver <employees/work-info-tab>` and the :ref:`Time Off Officer <time_off/time-off-officer>` are required to approve the time off request."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:89
|
|
msgid "Allocation requests section"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:91
|
|
msgid "This section determines how allocation requests are handled for this time off type."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:93
|
|
msgid ":guilabel:`Requires allocation`: If the time off must be allocated to employees, select :guilabel:`Yes`. If the time off can be requested without time off being previously allocated, select :guilabel:`No Limit`. If :guilabel:`No Limit` is selected, the following options do not appear on the form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:97
|
|
msgid ":guilabel:`Employee Requests`: Select :guilabel:`Extra Days Requests Allowed` if the employee is able to request more time off than was allocated."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:100
|
|
msgid "If employees should **not** be able to make requests for more time off than what was allocated, select the :guilabel:`Not Allowed` option."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:104
|
|
msgid "Ten days are allocated to the employee for this particular type of time off, and the :guilabel:`Extra Days Requests Allowed` option is enabled. The employee wants to take a vacation for twelve days. They may submit a request for two additional days, since the :guilabel:`Extra Days Requests Allowed` option is enabled."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:110
|
|
msgid "It is important to note that requesting additional time off does **not** guarantee that time off is granted."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:113
|
|
msgid ":guilabel:`Approval`: Select the type of approvals required for the allocation of this particular time off type."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:116
|
|
msgid ":guilabel:`No Validation`: No approvals are required when requesting additional allocations for the time off type. The allocation request is automatically approved."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:118
|
|
msgid ":guilabel:`By Time Off Officer`: Only the specified :ref:`Time Off Officer <time_off/time-off-officer>`, set on this form in the :guilabel:`Notified Time Off Officer` field, is required to approve the allocation request. This option is selected, by default."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:121
|
|
msgid ":guilabel:`By Employee's Approver`: Only the employee's specified approver for time off, which is set on the *Work Information* tab on the :ref:`employee's form <employees/work-info-tab>`, is required to approve the allocation request."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:124
|
|
msgid ":guilabel:`By Employee's Approver and Time Off Officer`: Both the employee's :ref:`specified time off approver <employees/work-info-tab>` and the :ref:`Time Off Officer <time_off/time-off-officer>` are required to approve the allocation request."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:129
|
|
msgid "Configuration section"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:131
|
|
msgid "This section determines all other details regarding the time off type, aside from approvals and allocations. This includes how the time off must be taken (hours, half days, or days), if the time off is visible to other users, and how the time off affects the **Payroll** app."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:137
|
|
msgid ":guilabel:`Notified Time Off Officer`: Select the user who is notified and responsible for approving requests and allocations for this specific type of time off."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:139
|
|
msgid ":guilabel:`Take Time Off in`: Select the format the time off is requested in from the drop-down menu. The options are:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:142
|
|
msgid ":guilabel:`Day`: if time off can only be requested in full day increments (8 hours)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:143
|
|
msgid ":guilabel:`Half Day`: if time off can only be requested in half day increments (4 hours)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:144
|
|
msgid ":guilabel:`Hours`: if the time off can be taken in hourly increments."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:148
|
|
msgid ":guilabel:`Deduct Extra Hours`: Enable this option if the time off request should factor in any extra time accrued by the employee."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:152
|
|
msgid "If an employee works two extra hours for the week, and requests five hours of time off, the request would be for three hours, since the two extra worked hours are used first, and deducted from the request."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:156
|
|
msgid ":guilabel:`Public Holiday Included`: Enable this option if public holidays should be excluded from a time off request."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:160
|
|
msgid "An employee in the United States requests time off for the week of July 4th, for a total of five days. Since the 4th of July is a holiday in the United States, the time off request is automatically modified for four days off instead of five. That is because the holiday is included, and the user does not need to use their own vacation time for a public holiday."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:165
|
|
msgid "This option reduces extra work for users, enabling them to make only one time off request for the entire week, instead of making two separate requests, one for the days *before* the holiday, and another one for the days *after* the holiday."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:169
|
|
msgid ":guilabel:`Allow To Attach Supporting Document`: Enable this option to allow the employee to attach documents to the time off request. This is useful in situations where documentation is required, such as long-term medical leave."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:172
|
|
msgid ":guilabel:`Kind of Time Off`: From the drop-down menu, select the type of time off, either :guilabel:`Worked Time` or :guilabel:`Absence`. :guilabel:`Worked Time` indicates the time off taken counts toward worked time for any type of accrual the employee is working towards, whereas :guilabel:`Absence` does not count toward any type of accrual."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:176
|
|
msgid ":guilabel:`Company`: If multiple companies are created in the database, and this time off type only applies to one company, select the company from the drop-down menu. If this field is left blank, the time off type applies to all companies in the database. This field **only** appears in a multi-company database."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:182
|
|
msgid "Negative cap section"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:184
|
|
msgid "Enable the :guilabel:`Allow Negative Cap` option if employees are able to request more time off than they currently have, allowing a negative balance. If enabled, an :guilabel:`Maximum Excess Amount` field appears. In this field, enter the maximum amount of negative time allowed, in days."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:189
|
|
msgid "Sara currently has three days of the time off type `Vacation`. She is planning a trip that requires five days of time off."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:192
|
|
msgid "The `Vacation` time off type has the :guilabel:`Allow Negative Cap` option enabled, and the :guilabel:`Maximum Excess Amount` is set to five."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:195
|
|
msgid "These settings allow Sara to submit a request for five days of the `Vacation` time off type. If approved, her `Vacation` time off balance will be negative two (-2) days."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:-1
|
|
msgid "The top half of the time off type form, with all the information filled out for sick time\n"
|
|
"off."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:203
|
|
msgid "Payroll section"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:205
|
|
msgid "If the time off type should create :doc:`../hr/payroll/work_entries` in the **Payroll** app, select the :guilabel:`Work Entry Type` from the drop-down list."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:209
|
|
msgid "Timesheets section"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:212
|
|
msgid "The :guilabel:`Timesheets` section only appears if the user is in developer mode. Refer to the :ref:`developer-mode` document for details on how to access the developer mode."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:215
|
|
msgid "When an employee takes time off, and is also using timesheets, Odoo creates entries in the **Timesheets** app for the time off. This section defines how they are entered."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:218
|
|
msgid ":guilabel:`Project`: Select the project the time off type entries appear in."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:219
|
|
msgid ":guilabel:`Task`: Select the task that appears in the timesheet for this time off type. The default options are: :guilabel:`Time Off`, :guilabel:`Meeting`, or :guilabel:`Training`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:223
|
|
msgid "Display option section"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:225
|
|
msgid ":guilabel:`Color`: Select a color to be used in the **Time Off** app dashboard."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:226
|
|
msgid ":guilabel:`Cover Image`: Select an icon to be used in the **Time Off** app dashboard."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:-1
|
|
msgid "The lower half of the time off type form, with all the information filled out for sick time\n"
|
|
"off."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:235
|
|
msgid "Accrual plans"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:237
|
|
msgid "Some time off is earned through an accrual plan, meaning that for every specified amount of time an employee works (hour, day, week, etc), they earn or *accrue* a specified amount of time off."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:241
|
|
msgid "If an employee accrues a vacation day for every week they work, they would earn 0.2 vacation days for each hour they work. At the end of a forty hour work week, they would earn one whole vacation day (8 hours)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:246
|
|
msgid "Create accrual plan"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:248
|
|
msgid "To create a new accrual plan, navigate to :menuselection:`Time Off app --> Configuration --> Accrual Plans`. Then, click the :guilabel:`New` button, which reveals a blank accrual plan form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:253
|
|
msgid ":guilabel:`Name`: Enter the accrual plan name."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:254
|
|
msgid ":guilabel:`Accrued Gain Time`: Select when the employee begins to accrue time off, either :guilabel:`At the start of the accrual period` or :guilabel:`At the end of the accrual period`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:256
|
|
msgid ":guilabel:`Carry-Over Time`: Select when the employee received previously earned time. The options are:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:259
|
|
msgid ":guilabel:`At the start of the year`: Select this if the accrual rolls over on January 1 of the upcoming year."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:261
|
|
msgid ":guilabel:`At the allocation date`: Select this if the accrual rolls over as soon as time is allocated to the employee."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:263
|
|
msgid ":guilabel:`Other`: Select this option if neither of the other two options are applicable. When selected, a :guilabel:`Carry-Over Date` field appears. Select the date using the two drop-down menus, one for the day and one for the month."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:267
|
|
msgid ":guilabel:`Based on worked time`: Enable this option if time off accrual is determined by the employee's worked hours. Days **not** considered as worked time do **not** contribute to the accrual plan in Odoo."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:272
|
|
msgid "An employee is granted time off from an accrual plan configured to accrue one day of vacation for every five days worked. The accrual plan is based on the employee's worked time (the :guilabel:`Based on worked time` checkbox is ticked), which means they **only** earn vacation time for the five weekdays they work, *not* the entire seven day week period."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:277
|
|
msgid "The employee works standard 40-hour weeks. According to the accrual plan, they should earn four vacation days per month."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:280
|
|
msgid "The employee takes five days off using a :ref:`time off type <time_off/time-off-types>` with the :guilabel:`Kind of Time Off` set as an :guilabel:`Absence`. Because the plan grants vacation only for worked time, those five days do not count toward accrual."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:284
|
|
msgid "As a result, the employee accrues only three vacation days that month instead of four."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:286
|
|
msgid ":guilabel:`Milestone Transition`: This field is **only** visible after a minimum of two :ref:`rules <time_off/rules>` have been configured on the accrual plan. This selection determines when employees move up to a new milestone. If they qualify to change milestones in the middle of a pay period, decide whether the employee changes milestones :guilabel:`Immediately` or :guilabel:`After this accrual's period` (after the current pay period)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:291
|
|
msgid ":guilabel:`Company`: This field **only** appears in a multi-company database. Using the drop-down menu, select the company the accrual plan applies to. If left blank, the accrual plan is available for all companies."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:-1
|
|
msgid "An accrual plan form with all the entries filled out."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:303
|
|
msgid "Rules must be created in order for employees to accrue time off from the accrual plan."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:305
|
|
msgid "To create a new rule, click the :guilabel:`New Milestone` button in the gray :guilabel:`Rules` section, and a :guilabel:`Create Milestone` modal form appears."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:312
|
|
msgid ":guilabel:`Employee accrue`: Select the parameters for earned time off in this section."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:314
|
|
msgid "First, select either :guilabel:`Days` or :guilabel:`Hours` for the increment of accrued time using the drop-down menu."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:317
|
|
msgid "Next, enter the numerical amount of the selected parameter that is accrued. The numerical format is `X.XXXX`, so that partial days or hours can also be configured."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:320
|
|
msgid "Last, select how often the time is accrued using the drop-down menu. The default options are :guilabel:`Hourly`, :guilabel:`Daily`, :guilabel:`Weekly`, :guilabel:`Twice a month`, :guilabel:`Monthly`, :guilabel:`Twice a year`, and :guilabel:`Yearly`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:324
|
|
msgid "Depending on which option is selected, additional fields may appear. For example, if :guilabel:`Twice a month` is selected, two additional fields appear, to specify the two days of each month the milestone occurs."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:327
|
|
msgid ":guilabel:`Cap accrued time`: If there is a maximum amount of time the employee can accrue with this plan, enable this option."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:330
|
|
msgid "When enabled, two additional fields appear to the right of the checkbox. The second field is populated with either :guilabel:`Days` or :guilabel:`Hours`, matching the selection made in the :ref:`Employee Accrue <time_off/accrue>` section."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:334
|
|
msgid "Enter a numerical value in the first field to specify the maximum amount of time that can be accrued, in the specified increments."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:336
|
|
msgid ":guilabel:`Start Accruing`: Enter the number and value of the time period that must pass before the employee starts to accumulate time off."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:339
|
|
msgid "Use the first field to enter a numerical value, then set the second field to the desired time increment (either :guilabel:`Days`, :guilabel:`Months`, or :guilabel:`Years`)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:341
|
|
msgid ":guilabel:`Carry over`: select how any unused time off is handled. The options are either:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:343
|
|
msgid ":guilabel:`None. Accrued time reset to 0`: Any unused time off is lost."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:344
|
|
msgid ":guilabel:`All accrued time carried over`: All unused time off is rolled over to the next calendar year."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:346
|
|
msgid ":guilabel:`Carry over with a maximum`: Unused time off is rolled over to the next calendar year, but there is a cap. An :guilabel:`Up to` field appears if this is selected."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:349
|
|
msgid "Enter the maximum number of :guilabel:`Hours` or :guilabel:`Days` that can roll over to the following year. The presented time increment is determined by how the :ref:`Employee Accrue <time_off/accrue>` section is configured."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:353
|
|
msgid "Any time off beyond this parameter is lost."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:356
|
|
msgid "If the :guilabel:`Carry over` field is set to :guilabel:`None. Accrued time reset to 0`, that rule *overrides* the :guilabel:`Carry-Over Time` set on the accrual plan."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:359
|
|
msgid "If a company creates an accrual plan, granting employees time off :guilabel:`At the start of the accrual period` (i.e., the beginning of the year), and sets the :guilabel:`Carry-Over Time` on the *accrual plan* to :guilabel:`At the start of the year`, it allows unused vacation time to rollover to the following year."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:364
|
|
msgid "Then, the company adds rules to the accrual plan, allocating five days of vacation, annually, on the first of the year (one week of vacation allocated on January 1st)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:367
|
|
msgid "If the :guilabel:`Carry over` field is set to :guilabel:`None. Accrual time reset to 0` on the :guilabel:`Create Milestone` pop-up for, any unused vacation time *does not* carry over, even though on the :guilabel:`Accrual Plan` form, the :guilabel:`Carry-Over Time` is set to :guilabel:`At the start of the year`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:372
|
|
msgid "The carry over set on the *rule* takes precedence over the carry over set on the *accrual plan form*."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:375
|
|
msgid ":guilabel:`Milestone cap`: Tick this checkbox to set a limit on the total amount of time that can be accrued every calendar year. Enter the total maximum number of :guilabel:`Hours` or :guilabel:`Days` the employee can accrue during a year. The presented time increment is determined by how the :ref:`Employee Accrue <time_off/accrue>` section is configured."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:380
|
|
msgid "If the :guilabel:`Carry over` field is set to :guilabel:`None. Accrued time reset to 0`, the :guilabel:`Milestone cap` field does not appear."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:382
|
|
msgid ":guilabel:`Carry Over Validity`: Tick this checkbox to set a time-limit on how long the employee has to use any rolled over time off. First, set the second field to the desired time-period using the drop-down menu, either :guilabel:`Days` or :guilabel:`Months`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:386
|
|
msgid "Next, enter the maximum number of :guilabel:`Days` or :guilabel:`Months` the employee has to use their rolled over time off. After that time period passes, any unused rolled over time will expire."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:390
|
|
msgid "If the :guilabel:`Carry over` field is set to :guilabel:`None. Accrued time reset to 0`, the :guilabel:`Carry Over Validity` field does not appear."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:393
|
|
msgid "Once the form is completed, click :guilabel:`Save & Close` to save the :guilabel:`Create Milestone` form, and close the modal, or click :guilabel:`Save & New` to save the form and create another milestone. Add as many milestones as desired."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:398
|
|
msgid "This milestone form is configured so the employee earns five days a year. They start to earn this time yearly, on January 1st."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:401
|
|
msgid "The employee can never accrue more than 120 days of time off with this accrual plan. Anytime they have 120 days banked, they will stop accruing more time off."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:404
|
|
msgid "Additionally, they can roll over up to 100 days of time off to the next year, and they have three months to use that rollover time."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:407
|
|
msgid "Note that due to the :guilabel:`Capped accrued time` of 120 days, the employee cannot carry over any time off that exceeds 120 days in total."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:0
|
|
msgid "A milestone form with all the entries filled out."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:416
|
|
msgid "Public holidays"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:418
|
|
msgid "Since holidays vary from country to country, or even city to city, there are no public holidays preconfigured in Odoo. To observe public or national holidays, and provide extra days off as holidays to employees, configure the observed public holidays in Odoo."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:422
|
|
msgid "It is important to configure public holidays in Odoo, so employees are aware of the days they have off, and do not request time off on days that are already set as a public holiday (non-working days)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:426
|
|
msgid "Additionally, all public holidays configured in the **Time Off** app are also reflected in any app that uses working schedules, such as **Calendar**, **Planning**, **Manufacturing**, and more."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:429
|
|
msgid "Due to Odoo's integration with other apps that use working schedules, it is considered best practice to ensure *all* public holidays are configured."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:433
|
|
msgid "Create public holidays"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:435
|
|
msgid "To create a public holiday, navigate to :menuselection:`Time Off app --> Configuration --> Public Holidays`. All currently configured public holidays appear in a default list view."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:438
|
|
msgid "Click the :guilabel:`New` button, and a new line appears at the bottom of the list."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:440
|
|
#: ../../content/applications/hr/time_off.rst:502
|
|
msgid "Enter the following information on that new line:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:442
|
|
msgid ":guilabel:`Name`: Enter the name of the holiday."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:443
|
|
msgid ":guilabel:`Company`: If in a multi-company database, the current company populates this field by default. It is **not** possible to edit this field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:447
|
|
msgid "The :guilabel:`Company` field is hidden, by default. To view this field, click the :icon:`oi-settings-adjust` :guilabel:`(settings adjusts)` icon in the top-right corner of the list, to the far-right of the column titles, and activate the :guilabel:`Company` selection from the drop-down menu that appears."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:452
|
|
msgid ":guilabel:`Start Date`: Using the date and time picker, select the date and time the holiday starts, then click :icon:`fa-check` :guilabel:`Apply`. By default, this field is configured for the current date. The start time is set according to the start time for the company (according to the :ref:`working schedules <payroll/working-times>`). If the user's computer is set to a different time zone, the start time is adjusted accordingly, compared to the company's time zone."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:457
|
|
msgid ":guilabel:`End Date`: Using the date and time picker, select the date and time the holiday ends, then click :icon:`fa-check` :guilabel:`Apply`. By default, this field is configured for the current date, and the time is set to the end time for the company (according to the :ref:`working schedules <payroll/working-times>`). If the user's computer is set to a different time zone, the start time is adjusted accordingly, compared to the company's time zone."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:464
|
|
msgid "A company located in San Francisco operates from 9:00 AM - 6:00 PM, with an eight hour work day and one hour lunch break."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:467
|
|
msgid "For a user in New York, with a computer time zone set to Eastern Standard Time, a created public holiday displays a start time of 12:00 PM - 9:00 PM, accounting for the three hour time zone difference."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:471
|
|
msgid "Similarly, a user located in Los Angeles, with a computer time zone set to Pacific Standard Time, sees a public holiday time as 9:00 AM - 6:00 PM."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:474
|
|
msgid ":guilabel:`Working Hours`: If the holiday should only apply to employees who have a specific set of working hours, select the working hours from the drop-down menu. If left blank, the holiday applies to all employees."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:477
|
|
msgid ":guilabel:`Work Entry Type`: If using the **Payroll** app, this field defines how the :ref:`work entries <payroll/work-entries>` for the holiday appear. Select the work entry type from the drop-down menu."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:-1
|
|
msgid "The list of public holidays in the configuration menu."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:485
|
|
msgid "Mandatory days"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:487
|
|
msgid "Some companies have special days where specific departments, or the entire staff, is required to be present, and time off is not allowed on those specific days."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:490
|
|
msgid "These types of days are called *mandatory days* in Odoo. These can be configured to be company-wide, or department specific. When configured, employees in the specified department or company are unable to submit time off requests for these mandatory days."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:495
|
|
msgid "Create mandatory days"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:497
|
|
msgid "No mandatory days are configured in Odoo by default. To create a mandatory day, navigate to :menuselection:`Time Off app --> Configuration --> Mandatory Days`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:500
|
|
msgid "Click the :guilabel:`New` button in the top-left corner, and a blank line appears in the list."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:504
|
|
msgid ":guilabel:`Name`: Enter the name of the mandatory day."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:505
|
|
msgid ":guilabel:`Company`: If in a multi-company database, this field is visible, and the current company populates this field, by default. Using the drop-down menu, select the company the mandatory day is for."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:508
|
|
msgid ":guilabel:`Departments`: This column is hidden by default. First, click the :icon:`oi-settings-adjust` :guilabel:`(additional options)` icon in the top-right corner, next to :guilabel:`Color`, and then tick the checkbox next to :guilabel:`Departments` to reveal that column."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:513
|
|
msgid "Next, select the desired departments from the drop-down menu. Multiple departments can be selected, and there is no limit to the amount of departments that can be added."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:516
|
|
msgid "If this field is left blank, the mandatory day applies to the entire company."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:517
|
|
msgid ":guilabel:`Start Date`: Using the calendar picker, select the date the mandatory day starts."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:518
|
|
msgid ":guilabel:`End Date`: Using the calendar picker, select the date the mandatory day ends. If creating a single mandatory day, the end date should be the same as the start date."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:520
|
|
msgid ":guilabel:`Color`: If desired, select a color from the available presented options. If no color is desired, select the `No color` option, represented by a white box with. The selected color appears on the main **Time Off** app dashboard, in both the calendar and in the legend."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:-1
|
|
msgid "The Mandatory Days section with three configured days."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:530
|
|
msgid "To view a color-coded schedule of the user's time off, and/or of the team managed by them, navigate to :menuselection:`Time Off app --> Overview`. This presents a calendar with the default filter of `My Team`, in a quarterly (three month) view."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:534
|
|
msgid "To change the time period displayed, click on the :icon:`fa-calendar` :guilabel:`(time period)` button to reveal a drop-down menu. Then, select either :guilabel:`Today`, :guilabel:`This week`, :guilabel:`This month`, :guilabel:`This year`, or a custom time period, to present the calendar in that corresponding view."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:539
|
|
msgid "To navigate forward or backward in time, in the selected increment (:guilabel:`Month`, :guilabel:`Week`, etc.), click the :icon:`oi-arrow-left` :guilabel:`(left arrow)` or :icon:`oi-arrow-right` :guilabel:`(right arrow)` buttons to move either forward or backward in that specified amount of time. For example, if :guilabel:`Month` is selected, the arrows adjust the view by one month."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:545
|
|
msgid "To return to a view containing the current day, click the :icon:`fa-crosshairs` :guilabel:`(Focus Today)` button at any time."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:548
|
|
msgid "Team members are listed alphabetically on individual lines, and their requested time off, regardless of the status (*validated* or *to approve*), is visible on the calendar."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:551
|
|
msgid "Each employee is color-coded. The employee's color is selected at random, and does *not* correspond to the type of time off they requested."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:554
|
|
msgid "The status of the time off is represented by the color detail of the request, either appearing solid (*validated*) or striped (*to approve*)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:557
|
|
msgid "The number of days or hours requested is written on the request (if there is enough space)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:559
|
|
msgid "At the bottom of the calendar, in the :guilabel:`Total` line, a bar graph shows how many people are projected to be out on any given day. The number on each individual bar represents the number of employees out for those highlighted days."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:563
|
|
msgid "Click on a time off entry to view the details for the specific time off entry. The total number of hours or days are listed, along with the start and end time of the time off. To view the details of the time off request in a modal, click the :guilabel:`View` button."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:-1
|
|
msgid "Overview of the user's team, with time off requests shown."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:571
|
|
msgid ":doc:`time_off/allocations`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:572
|
|
msgid ":doc:`time_off/request_time_off`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:573
|
|
msgid ":doc:`time_off/my_time`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:574
|
|
msgid ":doc:`time_off/management`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off.rst:575
|
|
msgid ":doc:`time_off/reporting`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/allocations.rst:3
|
|
msgid "Allocations"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/allocations.rst:5
|
|
msgid "Allocations are amounts of time off given to employees, either granted immediately or earned as the employee works, through an accrual plan."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/allocations.rst:8
|
|
msgid "Once :ref:`time off types <time_off/time-off-types>` and :ref:`accrual plans <time_off/accrual-plans>` have been configured, the next step is to *allocate*, or give, time off to employees."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/allocations.rst:12
|
|
msgid "The *Allocations* page of the **Time Off** app is **only** visible to users who have either *Time Off Officer* or *Administrator* access rights for the **Time Off** application. For more information on access rights, refer to the :doc:`access rights <../../general/users/access_rights/>` documentation."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/allocations.rst:20
|
|
msgid "Allocate time off"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/allocations.rst:22
|
|
msgid "To create a new allocation, navigate to :menuselection:`Time Off app --> Management --> Allocations`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/allocations.rst:25
|
|
msgid "This presents a list of all current allocations, including their respective statuses."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/allocations.rst:27
|
|
msgid "Click :guilabel:`New` to allocate time off, and a blank :guilabel:`Allocation` form appears."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/allocations.rst:29
|
|
msgid "After entering a name for the allocation on the first blank field of the form, enter the following information:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/allocations.rst:32
|
|
msgid ":guilabel:`Name`: Enter a name for the allocation, typically containing the type of time off, and the period of time it is available (example: `Annual Vacation Time Off - 2025`)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/allocations.rst:34
|
|
msgid ":guilabel:`Time Off Type`: Using the drop-down menu, select the type of time off that is being allocated to the employees."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/allocations.rst:36
|
|
msgid ":guilabel:`Allocation Type`: Select how the allocation is granted. Choose :guilabel:`Regular Allocation` if the time off is given immediately, or :guilabel:`Accrual Allocation` if the time off is earned through an :ref:`accrual plan <time_off/accrual-plans>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/allocations.rst:39
|
|
msgid ":guilabel:`Accrual Plan`: If :guilabel:`Accrual Allocation` is selected for the :guilabel:`Allocation Type`, the :guilabel:`Accrual Plan` field appears. Using the drop-down menu, select the accrual plan associated with the allocation. An accrual plan is **required** when using the :guilabel:`Accrual Allocation` type."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/allocations.rst:43
|
|
msgid ":guilabel:`Validity Period/Start Date`: If :guilabel:`Regular Allocation` is selected for the :guilabel:`Allocation Type`, this field is labeled :guilabel:`Validity Period`. If :guilabel:`Accrual Allocation` is selected for the :guilabel:`Allocation Type`, this field is labeled :guilabel:`Start Date`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/allocations.rst:48
|
|
msgid "The current date populates the first date field, by default. To select another date, click on the pre-populated date to reveal a popover calendar window. Navigate to the desired start date for the allocation, and click on the date to select it."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/allocations.rst:52
|
|
msgid "If the allocation expires, select the expiration date in the next date field. If the time off does *not* expire, leave the second date field blank."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/allocations.rst:55
|
|
msgid "If :guilabel:`Accrual Allocation` is selected for the :guilabel:`Allocation Type`, this second field is labeled :guilabel:`Run until`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/allocations.rst:57
|
|
msgid ":guilabel:`Allocation`: Enter the amount of time that is being allocated to the employees. This field displays the time in either :guilabel:`Hours` or :guilabel:`Days`, depending on how the selected :ref:`Time Off Type <time_off/time-off-types>` is configured."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/allocations.rst:60
|
|
msgid ":guilabel:`Employee`: Using the drop-down menu, select the employee being allocated the time off."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/allocations.rst:61
|
|
msgid ":guilabel:`Add a reason...`: If any description or note is necessary to explain the time off allocation, enter it in this field at the bottom of the form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/allocations.rst:-1
|
|
msgid "A new allocation form with all the fields filled out for the annual two week vacation\n"
|
|
"granted to all employees."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/allocations.rst:69
|
|
msgid "Accrual start date behavior"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/allocations.rst:71
|
|
msgid "If the :guilabel:`Start Date` is in the middle of an accrual period, Odoo adjusts it to the start or end of that period based on the *Accrued Gain Time* entered on the :ref:`accrual plan <time_off/accrual-plans>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/allocations.rst:76
|
|
msgid "*At the start of the accrual period*: A :guilabel:`Start Date` of `06/16/25` applies from `06/01/25`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/allocations.rst:78
|
|
msgid "*At the end of the accrual period*: A :guilabel:`Start Date` of `06/18/25` applies from `07/01/25`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/allocations.rst:81
|
|
msgid "Automatic adjustments on the start date to either the begining or end of an accural period ensures accruals align with the defined period boundaries, rather than the exact date entered."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/allocations.rst:85
|
|
msgid "Multiple requests"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/allocations.rst:87
|
|
msgid "When allocating time off, it is common to allocate time to several employees at once. This is done using the :guilabel:`Multiple Requests` feature."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/allocations.rst:90
|
|
msgid "To allocate time to multiple employees in a single allocation, navigate to :menuselection:`Time Off app --> Management --> Allocations`. Then, click the :icon:`fa-gear` :guilabel:`(Actions)` icon in the upper-left corner, then click :icon:`fa-users` :guilabel:`Multiple Requests`. This reveals a :guilabel:`Multiple Requests` pop-up window."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/allocations.rst:95
|
|
msgid "This form is identical to the :ref:`Allocation form <time_off/allocation-form>`, with an additional :guilabel:`Mode` field. The :guilabel:`Mode` field determines how multiple employees are selected."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/allocations.rst:98
|
|
msgid "Using the drop-down menu, select a :guilabel:`Mode` from one of the following options:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/allocations.rst:100
|
|
msgid ":guilabel:`By Employee`: This option allows for the selection of multiple individual employees that are unrelated in terms of department, company, or tags. Selecting this reveals an :guilabel:`Employees` field. Select the employees to receive the allocation in the :guilabel:`Employees` field. There is no limit to the amount of employees that can be selected."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/allocations.rst:104
|
|
msgid ":guilabel:`By Company`: This option allows for the selection of all employees within a specific company. Selecting this reveals a :guilabel:`Company` field. Select the :guilabel:`Company` to assign the allocation to. Only one company can be assigned in the :guilabel:`Company` field. When a company is selected, *all* employees within the company receive the allocation."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/allocations.rst:108
|
|
msgid ":guilabel:`By Department`: This option allows for the selection of all employees within a specific department. Selecting this reveals a :guilabel:`Department` field. Select the :guilabel:`Department` to assign the allocation to. Only one department can be assigned in the :guilabel:`Department` field. When a department is selected, *all* employees within the department receive the allocation."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/allocations.rst:113
|
|
msgid ":guilabel:`By Employee Tag`: This option allows for the selection of all employees with a specific tag. Selecting this reveals an :guilabel:`Employee Tag` field. Select the desired :guilabel:`Employee Tag` to select all employees with that tag. Only one tag can be assigned in the :guilabel:`Employee Tag` field. When a tag is selected, *all* employees with that tag receive the allocation."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/allocations.rst:119
|
|
msgid "Next, select the :guilabel:`Time Off Type` using the drop-down menu. Once a :guilabel:`Time Off Type` is selected, the placeholder name, 'Allocation Request', changes to the name of the selected :guilabel:`Time Off Type`, including the amount of days. Change the name of the allocation, if desired."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/allocations.rst:124
|
|
msgid "Fill out the remainder of the :ref:`Multiple Requests form <time_off/allocation-form>`, then click :guilabel:`Create Allocations` when done."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/allocations.rst:128
|
|
msgid "A company hosts an annual picnic, including a raffle. There are five raffle prizes for a free vacation day, which must be redeemed by the end of the year. The winners of this raffle all have the tag `Raffle Winner - 2025 Employee Picnic Prize` added to their employee profiles."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/allocations.rst:132
|
|
msgid "The time off officer creates multiple allocations, and configures the :ref:`Multiple Requests form <time_off/allocation-form>` as follows:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/allocations.rst:135
|
|
msgid "The name for the allocation is :guilabel:`Vacation Day - Raffle Prize - 2025 Picnic`. The :guilabel:`Mode` is set to :guilabel:`By Employee Tag`, and the :guilabel:`Tag` identified is :guilabel:`Raffle Winner - 2025 Employee Picnic Prize`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/allocations.rst:139
|
|
msgid "The :guilabel:`Time Off Type` is set to :guilabel:`Vacation Time Off`, with the :guilabel:`Allocation Type` set to :guilabel:`Regular Allocaiton`, since the time off is given up front, and is not *earned*."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/allocations.rst:143
|
|
msgid "The :guilabel:`Validity Period` is set to :guilabel:`07/18/2025` :icon:`oi-arrow-right` :guilabel:`12/31/2025`, since the compnay picnic was that day, and the earned vacation day expires at the end of the year."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/allocations.rst:147
|
|
msgid "The :guilabel:`Allocation` is set to :guilabel:`1.00 Days`, and `A bonus vacation day won at the annual Company Picnic.` appears in the details at the bottom."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/allocations.rst:0
|
|
msgid "An allocation request form filled out for a bonus vacation day for raffle winners."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/allocations.rst:156
|
|
msgid "Request allocation"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/allocations.rst:158
|
|
msgid "If an employee has used all their time off, or will run out of time off, they can request an allocation for additional time. Allocations can be requested in one of two ways, either from the :ref:`Dashboard <time_off/dashboard>` or the :ref:`My Allocations <time_off/my-allocations>` view."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/allocations.rst:162
|
|
msgid "To create a new allocation request, click either the :guilabel:`New Allocation Request` button on the main **Time Off** dashboard, or the :guilabel:`New` button in the :guilabel:`My Allocations` list view. Both buttons open a new allocation request form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/allocations.rst:167
|
|
msgid "Both options open a new allocation request form, but when requested from the :guilabel:`Dashboard`, the form appears in a pop-up window, and the *Validity Period* field does **not** appear."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/allocations.rst:171
|
|
msgid "When requested from the :guilabel:`My Allocations` list view, the screen navigates to a new allocation request page, instead of presenting a pop-up window."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/allocations.rst:174
|
|
msgid "Enter the following information on the new allocation request form:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/allocations.rst:176
|
|
msgid ":guilabel:`Time Off Type`: Using the drop-down menu, select the type of time off being requested for the allocation. After a selection is made, the title updates with the time off type."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/allocations.rst:178
|
|
msgid ":guilabel:`Validity Period`: By default, the current date populates this field, and it is **not** able to be modified. This field **only** appears when requesting an allocation from the :guilabel:`My Allocations` view (:menuselection:`Time Off --> My Time --> My Allocations`)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/allocations.rst:181
|
|
msgid ":guilabel:`Allocation`: Enter the amount of time being requested in this field. The format is presented in either :guilabel:`Days` or :guilabel:`Hours`, depending on how the :guilabel:`Time Off Type` is configured. Once this field is populated, the name of the allocation request is updated to include the amount of time being requested."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/allocations.rst:185
|
|
msgid ":guilabel:`Add a reason...`: Enter a description for the allocation request in this field. This should include any details that approvers may need to approve the request."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/allocations.rst:188
|
|
msgid "If the request was created from the :guilabel:`Dashboard`, click the :guilabel:`Save & Close` button on the :guilabel:`New Allocation` pop-up window to save the information and submit the request."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/allocations.rst:191
|
|
msgid "If the form was completed from the :guilabel:`My Allocations` list view, the information is automatically saved as it is entered."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/allocations.rst:-1
|
|
msgid "An allocation request form filled out for an employee requesting an additional week of\n"
|
|
"sick time."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/management.rst:3
|
|
msgid "Management"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/management.rst:7
|
|
msgid "Time off and allocation requests undergo an approval process before being granted. Requests either need one or two approvals, if any, depending on how the specific type of time off is configured. All these configurations can be found under the *Management* section of the **Time Off** application."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/management.rst:11
|
|
msgid "Only users who can :ref:`approve allocation and time off requests <employees/work-info-tab>` see the :guilabel:`Management` section in the **Time Off** application."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/management.rst:17
|
|
msgid "Manage time off"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/management.rst:19
|
|
msgid "To view time off requests that need approval, navigate to :menuselection:`Time Off app --> Management --> Time Off`. Doing so reveals the :guilabel:`All Time Off` page."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/management.rst:22
|
|
msgid "The only time off requests that are visible on this page belong to employees the user either has :guilabel:`Time Off Officer` or :guilabel:`Administrator` access rights for in the **Time Off** application."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/management.rst:26
|
|
msgid "The default filter on the :guilabel:`All Time Off` page is :icon:`fa-filter` :guilabel:`Waiting For Me`. This filter only presents time off requests that need to be approved for current employees on the user's team, with a status of either :guilabel:`To Approve` or :guilabel:`Second Approval`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/management.rst:30
|
|
msgid "On the left side of the :guilabel:`All Time Off` page, there are various grouping options that can be used to narrow down the presented time off requests, located beneath the :guilabel:`Status` and :guilabel:`Department` headings."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/management.rst:34
|
|
msgid "Since only time off requests that need to be approved are shown, the only :guilabel:`Status` options are :guilabel:`All`, :guilabel:`To Approve`, and :guilabel:`Second Approval`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/management.rst:37
|
|
msgid "The various departments the user is a member of, and manages employees under, also appear on the left side of the page, under :guilabel:`Departments`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/management.rst:41
|
|
msgid "If no requests fall under one of the status options or departments, that status or department is **not** visible on the left-side menu."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/management.rst:44
|
|
msgid "To only display time off requests for specific departments, click on the :guilabel:`Department` on the left-hand side of the page. Only requests within the selected department are then presented."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/management.rst:47
|
|
msgid "The status column displays the status of each request, with the status highlighted in a specific color."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/management.rst:50
|
|
msgid "The :guilabel:`To Approve` and :guilabel:`Second Approval` requests are highlighted in yellow, and are the only ones that appear in the list by default."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/management.rst:53
|
|
msgid "If the :icon:`fa-filter` :guilabel:`Waiting For Me` filter is removed, all statuses appear."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/management.rst:55
|
|
msgid ":guilabel:`Approved` requests are highlighted in green, :guilabel:`To Submit` (drafts) requests are highlighted in blue, and the :guilabel:`Refused` requests are highlighted in gray."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/management.rst:58
|
|
msgid "To approve a time off request, click the :icon:`fa-thumbs-up` :guilabel:`Approve` button at the end of the line."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/management.rst:61
|
|
msgid "To validate a time off request that has already been approved, and is waiting on a second approval, click the :icon:`fa-check` :guilabel:`Validate` button at the end of the line."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/management.rst:64
|
|
msgid "To refuse a request, click the :icon:`fa-times` :guilabel:`Refuse` button at the far end of the line."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/management.rst:-1
|
|
msgid "Time off requests with the filter, groupings, and status sections highlighted."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/management.rst:70
|
|
msgid "For more details, click anywhere on the time off request line (except for the :icon:`fa-thumbs-up` :guilabel:`Approve`, :icon:`fa-check` :guilabel:`Validate` icon, and :icon:`fa-times` :guilabel:`Refuse` buttons). Doing so loads that specific time off request form. Depending on the rights of the user, changes can be made."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/management.rst:75
|
|
msgid "To modify the request, make any desired changes to the form. All changes are automatically saved."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/management.rst:77
|
|
msgid "It is also possible to approve, validate, or refuse the request from this form. Click the :guilabel:`Approve` button to approve, the :guilabel:`Validate` button to validate, or the :guilabel:`Refuse` button to refuse the request."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/management.rst:84
|
|
msgid "Manage allocations"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/management.rst:86
|
|
msgid "To view allocations that need approval, navigate to :menuselection:`Time Off app --> Management --> Allocations`. Doing so reveals the :guilabel:`Allocations` page."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/management.rst:89
|
|
msgid "The user is only presented with allocations for employees they have either :guilabel:`Time Off Officer` or :guilabel:`Administrator` access rights for in the **Time Off** application."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/management.rst:92
|
|
msgid "The default filters configured on the :guilabel:`Allocations` page are :guilabel:`First Approval` and :guilabel:`My Team`. These default filters only present employees that the user manages and are awaiting their first approval. Approved and refused allocation requests are not shown."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/management.rst:96
|
|
msgid "The left side of the :guilabel:`Allocations` page has various grouping options to narrow down the presented allocation requests."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/management.rst:99
|
|
msgid "The :guilabel:`Status` options are: :guilabel:`All`, :guilabel:`To Approve`, :guilabel:`Refused`, and :guilabel:`Approved`. Click on a specific :guilabel:`Status` to view only requests with that specific status."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/management.rst:103
|
|
msgid "To view all allocation requests, regardless of status, click :guilabel:`All` under the :guilabel:`Status` heading."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/management.rst:106
|
|
msgid "It is also possible to display allocation requests by department. Click on the desired :guilabel:`Department` on the left side of the :guilabel:`Allocations` page, to only present allocations for that specific department."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/management.rst:111
|
|
msgid "The groupings on the left side **only** present allocation requests that fall under the default filters of :guilabel:`My Team` and :guilabel:`Active Employee`, if those default filters are not removed from the :guilabel:`Search...` bar. Only the statuses for allocation requests that fall under those filters are presented on the left side."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/management.rst:116
|
|
msgid "For example, if there are no requests with a status of :guilabel:`To Submit`, that status option does not appear in the left-hand side of the :guilabel:`Allocations` page."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/management.rst:119
|
|
msgid "All departments for the user's employees appear in the list. If there are no allocation requests that fall under that department matching the preconfigured filters, the list is blank."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/management.rst:122
|
|
msgid "It is always possible to remove any of the preconfigured filters, by clicking the :icon:`fa-times` :guilabel:`(remove)` icon on the specific filter to remove it."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/management.rst:125
|
|
msgid "The status column displays the status of each request, with the status highlighted in a specific color. The :guilabel:`To Approve` requests are highlighted in yellow, and if the default :guilabel:`First Approval` filter is removed, the :guilabel:`Approved` requests are highlighted in green, and the :guilabel:`Refused` requests are highlighted in gray."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/management.rst:130
|
|
msgid "To approve an allocation request, click the :icon:`fa-thumbs-up` :guilabel:`Approve` button at the end of the line. To refuse a request, click the :icon:`fa-times` :guilabel:`Refuse` button."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/management.rst:-1
|
|
msgid "Allocations with the filter, groupings, and status sections highlighted."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/management.rst:136
|
|
msgid "If more details are needed, click anywhere on the allocation request line (except for the :icon:`fa-thumbs-up` :guilabel:`Approve` or :icon:`fa-times` :guilabel:`Refuse` buttons) to view the specific request in detail, via the allocation request form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/management.rst:140
|
|
msgid "Depending on the rights of the user, changes can be made to the allocation request form that appears. To modify the request, make any desired changes to the form. All changes are automatically saved."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/management.rst:144
|
|
msgid "It is also possible to approve or refuse the request from this form. Click the :guilabel:`Approve` button to approve, or the :guilabel:`Refuse` button to refuse the request."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/my_time.rst:3
|
|
msgid "My time"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/my_time.rst:5
|
|
msgid "The *My Time* menu of the **Time Off** app houses all the various time off information for the signed-in user."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/my_time.rst:8
|
|
msgid "This includes the main **Time Off** :ref:`dashboard <time_off/dashboard>`, which displays an overview of the various time off balances, as well as :ref:`time-off requests <time_off/my-time-off>` and :ref:`allocations <time_off/my-allocations>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/my_time.rst:15
|
|
msgid "Dashboard"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/my_time.rst:17
|
|
msgid "All users have access to the **Time Off** :guilabel:`Dashboard`, which is the first page that appears when the **Time Off** app is opened. The :guilabel:`Dashboard` can also be accessed at any point in the application, by navigating to :menuselection:`Time Off app --> My Time --> Dashboard`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/my_time.rst:21
|
|
msgid "The dashboard shows a summary of the user's time off, and the entire current year, with the current day highlighted in a red circle."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/my_time.rst:24
|
|
msgid "To change the view, click on the :guilabel:`Year` button to reveal a drop-down menu. Then, select either :guilabel:`Day`, :guilabel:`Week`, or :guilabel:`Month` to present the calendar in that corresponding view."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/my_time.rst:29
|
|
msgid "To change the displayed dates, click the :icon:`fa-arrow-left` :guilabel:`(left arrow)` or :icon:`fa-arrow-right` :guilabel:`(right arrow)` icons to the left of the :guilabel:`Year` button. The calendar view adjusts in increments of the selected view."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/my_time.rst:33
|
|
msgid "For example, if :guilabel:`Year` is selected, the arrows adjust the view by one year."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/my_time.rst:35
|
|
msgid "To reset the view, so it includes the current date, click the :guilabel:`Today` button."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/my_time.rst:37
|
|
msgid "Above the calendar view is a summary of the user's time off balances. Every time off type that has been allocated appears in its own summary box. Each summary lists the type of time off, the corresponding icon, the current available balance (in hours or days), and an expiration date (if applicable)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/my_time.rst:42
|
|
msgid "To view the full details of a time off balance, click the :icon:`fa-question-circle-o` :guilabel:`(question mark)` icon at the end of the :guilabel:`(DAYS/HOURS) AVAILABLE` on the time off summary. The complete details are presented in a popover window, including the :guilabel:`Allocated` time, :guilabel:`Accrual (Future)` time, :guilabel:`Approved` time off scheduled, :guilabel:`Planned` time off, and the currently :guilabel:`Available` time off."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/my_time.rst:-1
|
|
msgid "A view of the complete time off balance details in the popover window."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/my_time.rst:51
|
|
msgid "A user can also select a future date to see an estimate of how much time they should accrue by that point. On the right side of the time off summary blocks, there is a :guilabel:`Balance at the (date)` field. Click on the date, and a calendar selector popover appears."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/my_time.rst:56
|
|
msgid "The :guilabel:`Balance at the (date)` field **only** appears if the user is accruing time off through an :ref:`accrual plan <time_off/accrual-plans>`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/my_time.rst:59
|
|
msgid "The current date is the default date selected. Navigate to the desired date, and Odoo displays the time off balances the user should have on that date. This takes into account all time off currently planned and approved. To return to the current date, click the :guilabel:`Today` button to the right of the date field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/my_time.rst:64
|
|
msgid "On the right side of the calendar, the various time off types are displayed, each with their own corresponding color. The :guilabel:`Legend` explains how the various statuses for time off requests are presented."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/my_time.rst:68
|
|
msgid "Time off that has been validated appears in a solid color. Time off requests that still are still in the :guilabel:`To Approve` stage, appear with white stripes in the color. :guilabel:`Refused` time off requests have a line through the dates."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/my_time.rst:72
|
|
msgid "The color for each request corresponds to the specified color set with the various time off types, listed in the section above the :guilabel:`Legend`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/my_time.rst:75
|
|
msgid "New time off requests can be made from the :guilabel:`Dashboard`. Click the :guilabel:`New` button in the upper-left corner, and a :doc:`New Time Off <request_time_off>` pop-up window appears."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/my_time.rst:78
|
|
msgid "New allocation requests can also be made from the :guilabel:`Dashboard`. Click the :guilabel:`New Allocation Request` button to request more time off, and a :ref:`New Allocation <time_off/request-allocation>` pop-up window appears."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/my_time.rst:-1
|
|
msgid "Time off dashboard view with the legend, time off summaries, and view buttons highlighted."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/my_time.rst:88
|
|
msgid "My time off"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/my_time.rst:90
|
|
msgid "To view a list of all the signed-in user's time off requests, navigate to :menuselection:`Time Off app --> My Time --> My Time Off`. Here, all time off requests, both past and present, appear in a list view, grouped by month."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/my_time.rst:94
|
|
msgid "The list includes the following information for each request: the :guilabel:`Time Off Type`, :guilabel:`Description`, :guilabel:`Start Date`, :guilabel:`End Date`, :guilabel:`Duration`, and :guilabel:`Status`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/my_time.rst:98
|
|
msgid "A new time off request can be made from this view. Click the :guilabel:`New` button to :doc:`request_time_off`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/my_time.rst:-1
|
|
msgid "My Time list view with all requests."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/my_time.rst:107
|
|
msgid "My allocations"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/my_time.rst:109
|
|
msgid "To view a list of all allocations, navigate to :menuselection:`Time Off app --> My Time --> My Allocations`. All allocations and requested allocations appear in a list view."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/my_time.rst:112
|
|
msgid "The information presented on the :guilabel:`My Allocations` page includes: :guilabel:`Time Off Type`, :guilabel:`Amount`, :guilabel:`Allocation Type`, :guilabel:`Accrual Plan`, and :guilabel:`Status`. If the signed-in user has the appropriate access rights, they may also see an option to :guilabel:`Approve` requests, if applicable."
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msgstr ""
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#: ../../content/applications/hr/time_off/my_time.rst:117
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msgid "A new allocation request can be made from this view, as well. Click the :guilabel:`New` button to :ref:`request an allocation <time_off/request-allocation>`."
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msgstr ""
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#: ../../content/applications/hr/time_off/my_time.rst:-1
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msgid "My Allocations list view with all requests."
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msgstr ""
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#: ../../content/applications/hr/time_off/reporting.rst:5
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msgid "The **Time Off** app's reporting feature lets managers view team time off by employee, type, or remaining balances. This allows managers to see :ref:`who is taking time off, how much they have used <time_off/by-employee>`, :ref:`which types are more commonly used <time_off/by_type>`, and :ref:`how much each employee still has available <time_off/balance>`."
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msgstr ""
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#: ../../content/applications/hr/time_off/reporting.rst:10
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msgid "Any report can be added to a spreadsheet, when in either the :icon:`fa-area-chart` :guilabel:`(Graph)` or :icon:`oi-view-pivot` :guilabel:`(Pivot)` view, through the *Insert in Spreadsheet* button that appears in the top-left of a report."
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msgstr ""
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#: ../../content/applications/hr/time_off/reporting.rst:15
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msgid "If the **Documents** app is installed, an option to add the report to a spreadsheet appears. If not, the report can be added to a *Dashboard*."
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msgstr ""
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#: ../../content/applications/hr/time_off/reporting.rst:21
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msgid "By employee"
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msgstr ""
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#: ../../content/applications/hr/time_off/reporting.rst:23
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msgid "Viewing time off by employee helps managers track usage patterns, monitor remaining balances, ensure policy compliance, and plan coverage for upcoming absences. To view a list of employee time off requests, navigate to :menuselection:`Time Off app --> Reporting --> by Employee`."
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msgstr ""
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#: ../../content/applications/hr/time_off/reporting.rst:27
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msgid "The default report presents the current year's data in a list view, displaying all the employees in alphabetical order. Each employee's line is collapsed by default. To expand a line, click anywhere on the line."
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msgstr ""
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#: ../../content/applications/hr/time_off/reporting.rst:31
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msgid "The view expands, and has the time off requests organized by time off type. Click anywhere on a time off type line to expand it, and view all the individual time off requests that fall under that type."
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msgstr ""
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#: ../../content/applications/hr/time_off/reporting.rst:34
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msgid "The information shown in the list includes: the :guilabel:`Employee` name, :guilabel:`Number of Days` off requested, the :guilabel:`Start Date`, :guilabel:`End Date`, :guilabel:`Status`, and :guilabel:`Description`."
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msgstr ""
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#: ../../content/applications/hr/time_off/reporting.rst:-1
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msgid "Report of time off, shown by each employee in a list view."
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msgstr ""
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#: ../../content/applications/hr/time_off/reporting.rst:41
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msgid "The report can be displayed in other ways, as well. Click the corresponding button option in the top-right corner of the page to view the data in that specific way. The various options are a :icon:`oi-view-list` :guilabel:`(List)`, or default view, :icon:`fa-area-chart` :guilabel:`(Graph)`, :icon:`oi-view-pivot` :guilabel:`(Pivot)` table, or :icon:`fa-calendar` :guilabel:`(Calendar)` view."
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msgstr ""
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#: ../../content/applications/hr/time_off/reporting.rst:46
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msgid "When a selection has been made, additional options appear for that particular selection. For more detailed information on the reports and their various options, refer to the :doc:`reporting <../../essentials/reporting>` documentation."
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msgstr ""
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#: ../../content/applications/hr/time_off/reporting.rst:53
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msgid "By type"
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msgstr ""
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#: ../../content/applications/hr/time_off/reporting.rst:55
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|
msgid "Viewing company-wide time off by type can help managers determine if employees are using their time off, which types are used more than others, and can spot any trends. High totals in certain time off types, like sick time off, can indicate health or morale concerns."
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msgstr ""
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#: ../../content/applications/hr/time_off/reporting.rst:59
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msgid "To view a graph of all time off, organized by time off type, navigate to :menuselection:`Time Off app --> Reporting --> by Type`. This shows all time off requests in a default bar chart."
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msgstr ""
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#: ../../content/applications/hr/time_off/reporting.rst:62
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msgid "Hover over a bar to view the :guilabel:`Duration (Days)` of that specific time off type."
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msgstr ""
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#: ../../content/applications/hr/time_off/reporting.rst:-1
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msgid "The various time off types, and how many days requested, in a bar chart. Details are\n"
|
|
"highlighted in a red box."
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msgstr ""
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#: ../../content/applications/hr/time_off/reporting.rst:68
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|
msgid "Click on a bar to go to a detailed list view of all the time off requests for that time off type."
|
|
msgstr ""
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#: ../../content/applications/hr/time_off/reporting.rst:70
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|
msgid "Each request is listed, with the following information displayed: the :guilabel:`Employee`, :guilabel:`Number of Days`, :guilabel:`Request Type`, :guilabel:`Start Date`, :guilabel:`End Date`, :guilabel:`Status`, and the :guilabel:`Description`."
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msgstr ""
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#: ../../content/applications/hr/time_off/reporting.rst:74
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msgid "The report can be displayed in other ways, as well. Click the corresponding button option in the top-right corner of the page to view the data in that way. The various options are a :icon:`fa-area-chart` :guilabel:`(Graph)` (the default view), :icon:`oi-view-list` :guilabel:`(List)`, or :icon:`oi-view-pivot` :guilabel:`(Pivot)` table."
|
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msgstr ""
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|
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|
#: ../../content/applications/hr/time_off/reporting.rst:79
|
|
msgid "When a selection has been made, additional options appear for that particular selection. For more detailed information on the reports, and their various options, refer to the :doc:`reporting <../../essentials/reporting>` documentation."
|
|
msgstr ""
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#: ../../content/applications/hr/time_off/reporting.rst:86
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msgid "Balance"
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|
msgstr ""
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|
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|
#: ../../content/applications/hr/time_off/reporting.rst:88
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|
msgid "When some time off types have restrictions, such as rollover rules and balance limits, viewing time off balances can help managers see a high-level overview of time off. If certain employees have a lot of time that will expire soon, they can inform their employees and adjust scheduled accordingly to be prepared for their absences."
|
|
msgstr ""
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|
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|
#: ../../content/applications/hr/time_off/reporting.rst:93
|
|
msgid "To view a pivot table of all time off balances, organized by time off type, then further organized by how many days and hours are :guilabel:`Left` and :guilabel:`Planned`, navigate to :menuselection:`Time Off app --> Reporting --> Balance`."
|
|
msgstr ""
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|
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|
#: ../../content/applications/hr/time_off/reporting.rst:97
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|
msgid "This shows all time off balances in a default pivot table. The employees populate the rows, while the various time off types and balances populate the columns."
|
|
msgstr ""
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|
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|
#: ../../content/applications/hr/time_off/reporting.rst:-1
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|
msgid "The various time off balances, in a pivot table."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/request_time_off.rst:3
|
|
msgid "Request time off"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/request_time_off.rst:5
|
|
msgid "When employees wish to take time off, they first submit a time off request through the **Time Off** application. Once their request has been submitted, it is then reviewed by either the employee's manager or their time off officer (depending on who the employee's :ref:`time off approver is <employees/approvers>`)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/request_time_off.rst:11
|
|
msgid "If the time off type the employee is requesting :ref:`does not require approval <time_off/time-off-requests>`, the time off is automatically approved, and does not need to be reviewed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/request_time_off.rst:16
|
|
msgid "Submit time off request"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/request_time_off.rst:18
|
|
msgid "To request time off, click the :guilabel:`New` button in the top-left corner of the **Time Off** app dashboard, and a :guilabel:`New Time Off` pop-up form loads."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/request_time_off.rst:21
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|
msgid "Fill out the :ref:`fields on the form <time_off/fields>`, and then click :guilabel:`Save & Close` to submit the request."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/request_time_off.rst:25
|
|
msgid "Requesting time off can be done either form the main **Time Off** app dashboard, or by navigating to :menuselection:`Time Off --> My Time --> My Time Off`, and clicking :guilabel:`New`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/request_time_off.rst:-1
|
|
msgid "A time off request for three hours of vacation time off."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/request_time_off.rst:34
|
|
msgid "Time off fields"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/request_time_off.rst:36
|
|
msgid "Enter the following information on the :guilabel:`New Time Off` request form:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/request_time_off.rst:38
|
|
msgid ":guilabel:`Time Off Type`: Using the drop-down menu, select the type of time off being requested."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/request_time_off.rst:39
|
|
msgid ":guilabel:`Dates`: Enter the dates that the time off falls under. There are two fields to populate: the start and end dates. Click on either date field and a popover calendar appears."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/request_time_off.rst:42
|
|
msgid "Click on the start date, then click on the end date. The selected start and end dates are circled, and the dates between them are highlighted (if applicable)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/request_time_off.rst:45
|
|
msgid "If only requesting time off for a single day, click on the start date, then click the same date again for the end date."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/request_time_off.rst:48
|
|
msgid "When the correct dates are selected, click the :guilabel:`Apply` button."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/request_time_off.rst:50
|
|
msgid "The selected dates now populate the two portions of the :guilabel:`Dates` field."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/request_time_off.rst:52
|
|
msgid "If the selected :guilabel:`Time Off Type` is configured to have the time off taken in hours, the following two fields also appear:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/request_time_off.rst:55
|
|
msgid ":guilabel:`Half Day`: If the time off request is for a half day, tick this checkbox. When this is selected, the second date field disappears, and is replaced with a drop-down menu. From that drop-down menu, select either :guilabel:`Morning` or :guilabel:`Afternoon` to indicate which half of the day is being requested off."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/request_time_off.rst:59
|
|
msgid ":guilabel:`Custom Hours`: If the time off requested is not a whole or half day, tick this checkbox. If selected, a :guilabel:`From` and :guilabel:`To` field appears beneath this option. Using the drop-down menu, select the start and end time for the time off request."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/request_time_off.rst:63
|
|
msgid ":guilabel:`Requested (Days/Hours)`: This field updates automatically once the :guilabel:`Date` section is completed. If the :guilabel:`Date` section is modified, this section automatically updates to reflect the total time off requested. This field is in either hours or days, depending on how the selected :ref:`Time Off Type <time_off/time-off-types>` is configured."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/request_time_off.rst:67
|
|
msgid ":guilabel:`Description`: Enter a description for the time off request. This should include any details that managers and approvers may need to approve the request."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/request_time_off.rst:69
|
|
msgid ":guilabel:`Supporting Document`: This field **only** appears if the :ref:`Time Off Type <time_off/time-off-types>` selected allows for the attachment of documents. Click the :icon:`fa-paperclip` :guilabel:`Attach File` button, and a file explorer window appears."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/request_time_off.rst:73
|
|
msgid "Navigate to the desired files that should be attached, select them, then click The :guilabel:`Open` button. The files then appear on the time off request form. Multiple documents can be attached, if necessary."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/hr/time_off/request_time_off.rst:-1
|
|
msgid "A time off request form filled out for an employee home sick with the flu."
|
|
msgstr ""
|