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506 lines
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HTML
506 lines
17 KiB
HTML
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</head>
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<body>
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<div class="document" id="hr-payroll-period">
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<h1 class="title">HR Payroll Period</h1>
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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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<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/payroll/tree/16.0/hr_payroll_period"><img alt="OCA/payroll" src="https://img.shields.io/badge/github-OCA%2Fpayroll-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/payroll-16-0/payroll-16-0-hr_payroll_period"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/payroll&target_branch=16.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
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<p>Adds the concept of period in the human resources management.</p>
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<p>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.</p>
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<p>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.</p>
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<p><strong>Table of contents</strong></p>
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<div class="contents local topic" id="contents">
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<ul class="simple">
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<li><a class="reference internal" href="#installation" id="toc-entry-1">Installation</a></li>
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<li><a class="reference internal" href="#configuration" id="toc-entry-2">Configuration</a><ul>
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<li><a class="reference internal" href="#create-a-fiscal-year" id="toc-entry-3">Create a fiscal year</a></li>
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</ul>
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</li>
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<li><a class="reference internal" href="#usage" id="toc-entry-4">Usage</a><ul>
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<li><a class="reference internal" href="#create-a-payslip-batch" id="toc-entry-5">Create a payslip batch</a></li>
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</ul>
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</li>
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<li><a class="reference internal" href="#known-issues-roadmap" id="toc-entry-6">Known issues / Roadmap</a></li>
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<li><a class="reference internal" href="#bug-tracker" id="toc-entry-7">Bug Tracker</a></li>
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<li><a class="reference internal" href="#credits" id="toc-entry-8">Credits</a><ul>
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<li><a class="reference internal" href="#authors" id="toc-entry-9">Authors</a></li>
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<li><a class="reference internal" href="#contributors" id="toc-entry-10">Contributors</a></li>
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<li><a class="reference internal" href="#maintainers" id="toc-entry-11">Maintainers</a></li>
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</ul>
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</li>
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</ul>
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</div>
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<div class="section" id="installation">
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<h1><a class="toc-backref" href="#toc-entry-1">Installation</a></h1>
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<p>Install the payroll of your localization, then install this module.</p>
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</div>
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<div class="section" id="configuration">
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<h1><a class="toc-backref" href="#toc-entry-2">Configuration</a></h1>
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<div class="section" id="create-a-fiscal-year">
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<h2><a class="toc-backref" href="#toc-entry-3">Create a fiscal year</a></h2>
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<p>Go to: Payroll -> Configuration -> Payroll Fiscal Year</p>
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<blockquote>
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<ul class="simple">
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<li>Select a type of schedule, e.g. monthly</li>
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<li>Select a duration, e.g. from 2015-01-01 to 2015-12-31</li>
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<li>Select when the payment is done, e.g. the second day of the next period</li>
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<li>Click on create periods, then confirm</li>
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</ul>
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</blockquote>
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<p>The first period of the year is now open and ready to be used.</p>
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<p>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.</p>
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</div>
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</div>
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<div class="section" id="usage">
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<h1><a class="toc-backref" href="#toc-entry-4">Usage</a></h1>
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<div class="section" id="create-a-payslip-batch">
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<h2><a class="toc-backref" href="#toc-entry-5">Create a payslip batch</a></h2>
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<p>Go to: Human Resources -> Payroll -> Payslip Batches</p>
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<p>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.</p>
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<blockquote>
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<ul class="simple">
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<li>Click on Generate Payslips</li>
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</ul>
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</blockquote>
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<p>The employees paid with the selected schedule are automatically selected.</p>
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<blockquote>
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<ul class="simple">
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<li>Click on Generate</li>
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<li>Confirm your payslips</li>
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<li>Click on Close</li>
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</ul>
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</blockquote>
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<p>The payroll period is closed automatically and the next one is open.</p>
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</div>
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</div>
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<div class="section" id="known-issues-roadmap">
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<h1><a class="toc-backref" href="#toc-entry-6">Known issues / Roadmap</a></h1>
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<ol class="arabic simple">
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<li>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.</li>
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<li>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.</li>
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<li>The date_range module does not allow to create a period for just one day.</li>
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</ol>
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</div>
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<div class="section" id="bug-tracker">
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<h1><a class="toc-backref" href="#toc-entry-7">Bug Tracker</a></h1>
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<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/payroll/issues">GitHub Issues</a>.
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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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<a class="reference external" href="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**">feedback</a>.</p>
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<p>Do not contact contributors directly about support or help with technical issues.</p>
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</div>
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<div class="section" id="credits">
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<h1><a class="toc-backref" href="#toc-entry-8">Credits</a></h1>
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<div class="section" id="authors">
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<h2><a class="toc-backref" href="#toc-entry-9">Authors</a></h2>
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<ul class="simple">
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<li>Savoir-faire Linux</li>
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</ul>
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</div>
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<div class="section" id="contributors">
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<h2><a class="toc-backref" href="#toc-entry-10">Contributors</a></h2>
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<ul class="simple">
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<li>David Dufresne <<a class="reference external" href="mailto:david.dufresne@savoirfairelinux.com">david.dufresne@savoirfairelinux.com</a>></li>
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<li>Maxime Chambreuil <<a class="reference external" href="mailto:maxime.chambreuil@savoirfairelinux.com">maxime.chambreuil@savoirfairelinux.com</a>></li>
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<li>Pierre Lamarche <<a class="reference external" href="mailto:pierre.lamarche@savoirfairelinux.com">pierre.lamarche@savoirfairelinux.com</a>></li>
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<li>Salton Massally <<a class="reference external" href="mailto:smassally@idtlabs.sl">smassally@idtlabs.sl</a>></li>
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<li>Guewen Baconnier <<a class="reference external" href="mailto:guewen.baconnier@camptocamp.com">guewen.baconnier@camptocamp.com</a>></li>
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<li>Jordi Ballester Alomar <<a class="reference external" href="mailto:jordi.ballester@eficent.com">jordi.ballester@eficent.com</a>></li>
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<li>Serpent Consulting Services Pvt. Ltd. <<a class="reference external" href="mailto:support@serpentcs.com">support@serpentcs.com</a>></li>
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<li>Aaron Henriquez <<a class="reference external" href="mailto:aheficent@eficent.com">aheficent@eficent.com</a>></li>
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</ul>
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</div>
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<div class="section" id="maintainers">
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<h2><a class="toc-backref" href="#toc-entry-11">Maintainers</a></h2>
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<p>This module is maintained by the OCA.</p>
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<a class="reference external image-reference" href="https://odoo-community.org">
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<img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" />
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</a>
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<p>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.</p>
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<p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainer</a>:</p>
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<p><a class="reference external image-reference" href="https://github.com/nimarosa"><img alt="nimarosa" src="https://github.com/nimarosa.png?size=40px" /></a></p>
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<p>This module is part of the <a class="reference external" href="https://github.com/OCA/payroll/tree/16.0/hr_payroll_period">OCA/payroll</a> project on GitHub.</p>
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<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
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</div>
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