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Initial commit: OCA Payroll packages (5 packages)
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Create a fiscal year
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~~~~~~~~~~~~~~~~~~~~
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Go to: Payroll -> Configuration -> Payroll Fiscal Year
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- Select a type of schedule, e.g. monthly
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- Select a duration, e.g. from 2015-01-01 to 2015-12-31
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- Select when the payment is done, e.g. the second day of the next period
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- Click on create periods, then confirm
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The first period of the year is now open and ready to be used.
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Some companies have employees paid at different types of schedule.
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In that case, you need to create as many fiscal years as types of schedule
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required. The same applies in a multi-company configuration.
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* David Dufresne <david.dufresne@savoirfairelinux.com>
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* Maxime Chambreuil <maxime.chambreuil@savoirfairelinux.com>
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* Pierre Lamarche <pierre.lamarche@savoirfairelinux.com>
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* Salton Massally <smassally@idtlabs.sl>
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* Guewen Baconnier <guewen.baconnier@camptocamp.com>
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* Jordi Ballester Alomar <jordi.ballester@eficent.com>
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* Serpent Consulting Services Pvt. Ltd. <support@serpentcs.com>
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* Aaron Henriquez <aheficent@eficent.com>
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Adds the concept of period in the human resources management.
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The objective of the module is to create periods of time to
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be used in the human resources management flows such as
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specific payroll period of time or timesheet periods.
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Regarding to payrolls, it adds the date of payment on the
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payslip and payslip batch. This date is automatically filled
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when selecting a period. It also adds a sequence on the payslip
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batch name and the company on the payslip batch.
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Install the payroll of your localization, then install this module.
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#. Currently it is not possible to close the HR fiscal year before the end of
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the end of the last period. When implementing this feature, contracts and
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opened payslips should be updated with the new period assigned.
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#. It is not possible to use the date_range module in server tools to generate
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semi-monthly periods so those periods are generated as in previous versions.
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#. The date_range module does not allow to create a period for just one day.
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Create a payslip batch
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~~~~~~~~~~~~~~~~~~~~~~
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Go to: Human Resources -> Payroll -> Payslip Batches
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The first period of the fiscal year is already selected.
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You may change it if you manage multiple types of schedules.
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- Click on Generate Payslips
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The employees paid with the selected schedule are automatically selected.
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- Click on Generate
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- Confirm your payslips
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- Click on Close
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The payroll period is closed automatically and the next one is open.
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