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155 lines
5.4 KiB
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=================
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HR Payroll Period
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=================
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..
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! source digest: sha256:f945b44927a810367557b02abc26b2d5099f9fcf12877221187aae164ce89cf8
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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:target: https://odoo-community.org/page/development-status
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:alt: Beta
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.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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:alt: License: AGPL-3
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fpayroll-lightgray.png?logo=github
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:target: https://github.com/OCA/payroll/tree/16.0/hr_payroll_period
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:alt: OCA/payroll
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.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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:target: https://translation.odoo-community.org/projects/payroll-16-0/payroll-16-0-hr_payroll_period
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:alt: Translate me on Weblate
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.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
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:target: https://runboat.odoo-community.org/builds?repo=OCA/payroll&target_branch=16.0
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:alt: Try me on Runboat
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|badge1| |badge2| |badge3| |badge4| |badge5|
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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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**Table of contents**
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.. contents::
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:local:
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Installation
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============
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Install the payroll of your localization, then install this module.
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Configuration
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=============
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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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Usage
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=====
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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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Known issues / Roadmap
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======================
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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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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/payroll/issues>`_.
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us to smash it by providing a detailed and welcomed
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`feedback <https://github.com/OCA/payroll/issues/new?body=module:%20hr_payroll_period%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
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Do not contact contributors directly about support or help with technical issues.
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Credits
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=======
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Authors
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~~~~~~~
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* Savoir-faire Linux
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Contributors
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~~~~~~~~~~~~
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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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Maintainers
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~~~~~~~~~~~
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This module is maintained by the OCA.
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.. image:: https://odoo-community.org/logo.png
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:alt: Odoo Community Association
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:target: https://odoo-community.org
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OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.
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.. |maintainer-nimarosa| image:: https://github.com/nimarosa.png?size=40px
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:target: https://github.com/nimarosa
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:alt: nimarosa
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Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
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|maintainer-nimarosa|
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This module is part of the `OCA/payroll <https://github.com/OCA/payroll/tree/16.0/hr_payroll_period>`_ project on GitHub.
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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