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[IMP] Employees: Configurations
closes #13128 Signed-off-by: Lara Martini (larm) <larm@odoo.com>
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‎content/applications/hr/employees.rst

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:nosearch:
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:show-content:
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=========
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Employees
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=========
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Odoo *Employees* organizes a company's employee records, contracts, and departments.
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Odoo **Employees** centralizes :doc:`personnel files <employees/new_employee>`, employment
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:doc:`contracts <payroll/contracts>`, and :doc:`departmental hierarchies <employees/departments>` in
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one system. Properly configuring its settings ensures the dashboard shows each employee's real-time
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attendance and work location—data that drives payroll accuracy, capacity planning, and compliance
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reporting.
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.. cards::
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.. card:: New employees
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:target: employees/new_employee
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Set up new employee records
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.. card:: Departments
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:target: employees/departments
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Create and manage the departments employees are a part of.
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.. card:: Certifications
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:target: employees/certifications
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Certify employees as subject matter experts with certifications.
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.. card:: Equipment
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:target: employees/equipment
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Manage and track employee equipment.
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.. card:: Offboarding
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:target: employees/offboarding
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Take care of employee records when collaboration ends.
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.. card:: Employee retention report
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:target: employees/retention_report
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Gain insight to the retention rate for a company.
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.. _employees/settings:
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Settings
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========
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To view and configure the available settings, navigate to :menuselection:`Employees app -->
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Configuration --> Settings`.
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Employees
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---------
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- :guilabel:`Presence Display`: select how the employee's availability status is calculated.
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- :guilabel:`Based on attendances`: marked available when :ref:`checked into <attendances/check-in>`
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the **Attendances** app.
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- :guilabel:`Based on user status in system`: marked available when the :doc:`employee logs in to
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Odoo <attendances/check_in_check_out>`.
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- :guilabel:`Advanced Presence Control`: when enabled, presence status can be calculated from
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operational signals rather than check-ins or logins:
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- :guilabel:`Based on number of emails sent`: an employee is marked present if they send at least
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# emails per hour; otherwise, they are marked absent. Enter the minimum number of emails that
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must be sent in the :guilabel:`Sent Emails` field.
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- :guilabel:`Based on IP Address`: an employee is marked present only when connected from one of
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the specified corporate IP addresses. Enter the IP addresses in the :guilabel:`IP Addresses`
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field, separating each address with a comma.
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- :guilabel:`Skills Management`: enable this option to display the :ref:`resumé tab <employees/resume>`
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on employee profiles. This allows for the display of :ref:`work experience <employees/resume>`,
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:ref:`skills <employees/skills>`, and :doc:`certifications <employees/certifications>`.
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- :guilabel:`Remote Work`: enable this option to allow for a detailed schedule to appear on the
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employee form, in the :ref:`Work Information <employees/work-info-tab>` tab. When enabled, the
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specific location can be set for each working day for the employee. The corresponding icon is
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displayed in the upper-right corner of the employee card, indicating their location by icon, and
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status by color.
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.. example::
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A green :icon:`fa-home` :guilabel:`(home)` icon indicates the employee is working from home
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that day. A :icon:`fa-building` :guilabel:`(building)` icon means the employee is scheduled to
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work at the office.
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The *color* of the icon indicates the employee's status, with green indicating present, yellow
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indicating absent, and gray indicating it is outside of the employee's working hours.
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.. image:: employees/presence.png
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:alt: Two employee Kanban cards displaying their working location and status.
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Work organization
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-----------------
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Using the drop-down menu, select the default :guilabel:`Company Working Hours`. The default options
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are :guilabel:`Standard 40 hours/week`, :guilabel:`Appointment Resource Default Calendar`, and
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:guilabel:`Standard 32 hours/week (4 work days, friday free)`.
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The available working hours listed are the same as the configured :ref:`working schedules
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<payroll/working-times>` in the **Payroll** app. Working hours can be created and modified from both
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the **Payroll** and **Employees** apps.
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Employee update rights
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----------------------
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Enable the :guilabel:`Employee Editing` option to allow employees to edit their own data on their
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employee record.
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.. toctree::
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:titlesonly:

‎content/applications/hr/employees/presence.png

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