3
.. i18n: single: HR; management
4
.. i18n: single: employee
11
.. i18n: Managing Human Resources
12
.. i18n: ========================
15
Managing Human Resources
16
========================
18
.. i18n: To establish a system that's integrated into a company's management you need to start with a
19
.. i18n: current list of collaborators.
22
To establish a system that's integrated into a company's management you need to start with a
23
current list of collaborators.
25
.. i18n: .. note:: Don't confuse employees and users
27
.. i18n: For Open ERP, “employee” represents all of the physical people who have an work contract with
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.. i18n: the company. This includes all types of contract: contracts with both fixed and indeterminate time
29
.. i18n: periods, and also independent and freelance service contracts.
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.. i18n: single: modules; portal_
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.. i18n: A “user” is a physical person who's given access to the company's systems. Most employees are
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.. i18n: users but some users aren't employees: external partners can have access to parts of the system.
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.. i18n: You can manage them through the :mod:`portal_` modules.
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.. note:: Don't confuse employees and users
41
For Open ERP, “employee” represents all of the physical people who have an work contract with
42
the company. This includes all types of contract: contracts with both fixed and indeterminate time
43
periods, and also independent and freelance service contracts.
46
single: modules; portal_
48
A “user” is a physical person who's given access to the company's systems. Most employees are
49
users but some users aren't employees: external partners can have access to parts of the system.
50
You can manage them through the :mod:`portal_` modules.
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.. i18n: Here are some examples of functions which depend on the accuracy of the employee list:
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Here are some examples of functions which depend on the accuracy of the employee list:
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.. i18n: * the cost of a service, which depends on the employee's working contract,
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.. i18n: * project planning, which depends on the work pattern of the project contributors,
61
.. i18n: * the client billing rate, which probably depends on the employee's job function,
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.. i18n: * the chain of command, or responsibilities, which is related to the hierarchical structure of the
67
* the cost of a service, which depends on the employee's working contract,
69
* project planning, which depends on the work pattern of the project contributors,
71
* the client billing rate, which probably depends on the employee's job function,
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* the chain of command, or responsibilities, which is related to the hierarchical structure of the
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.. i18n: Management of staff
77
.. i18n: -------------------
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.. i18n: To define a new employee in Open ERP, use the menu :menuselection:`Human Resources --> Employees
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.. i18n: --> New Employee`.
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To define a new employee in Open ERP, use the menu :menuselection:`Human Resources --> Employees
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.. i18n: .. figure:: images/service_employee_form.png
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.. i18n: :align: center
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.. i18n: *Form describing an employee*
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.. figure:: images/service_employee_form.png
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*Form describing an employee*
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.. i18n: Start by entering the employee's name in :guilabel:`Employee` and the company that this employee works for
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.. i18n: in :guilabel:`Company`. You can then create a new user of the Open ERP system linked to this
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.. i18n: employee by filling in a new :guilabel:`User` form through the :guilabel:`Related User` field.
108
Start by entering the employee's name in :guilabel:`Employee` and the company that this employee works for
109
in :guilabel:`Company`. You can then create a new user of the Open ERP system linked to this
110
employee by filling in a new :guilabel:`User` form through the :guilabel:`Related User` field.
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.. i18n: Even if the employee isn't a user, it's best if you
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.. i18n: create a system access for most of your staff just so that you can control their access rights from
114
.. i18n: the outset (and you can do that through this field if you need to).
117
Even if the employee isn't a user, it's best if you
118
create a system access for most of your staff just so that you can control their access rights from
119
the outset (and you can do that through this field if you need to).
121
.. i18n: .. tip:: Employee and User link.
123
.. i18n: If the employee has a user account on the system you always link his or her user
124
.. i18n: account to the employee form.
126
.. i18n: Creating this link enables automatic completion to be done on the :guilabel:`Employee` field in the
127
.. i18n: relevant forms, such as services and expense records.
130
.. tip:: Employee and User link.
132
If the employee has a user account on the system you always link his or her user
133
account to the employee form.
135
Creating this link enables automatic completion to be done on the :guilabel:`Employee` field in the
136
relevant forms, such as services and expense records.
138
.. i18n: Then enter the employee's address.
141
Then enter the employee's address.
143
.. i18n: .. todo:: We need to give better guidance about Partners vs Employees just here.
146
.. todo:: We need to give better guidance about Partners vs Employees just here.
148
.. i18n: This appears in the partner contact form in Open ERP. Since
149
.. i18n: employees are people that have contacts with your company, it's logical that they have entries
150
.. i18n: like any other partner in your database. So enter the name of the employee as a new partner Name and
151
.. i18n: the address in the Contact form. Then all of the functions that apply to a partner can also be
152
.. i18n: applied to an employee. This is particularly useful for tracking debits and credits in
153
.. i18n: the accounts – so you can track salary payments, for example.
156
This appears in the partner contact form in Open ERP. Since
157
employees are people that have contacts with your company, it's logical that they have entries
158
like any other partner in your database. So enter the name of the employee as a new partner Name and
159
the address in the Contact form. Then all of the functions that apply to a partner can also be
160
applied to an employee. This is particularly useful for tracking debits and credits in
161
the accounts – so you can track salary payments, for example.
163
.. i18n: You can then set both an analytic journal and a linked product to this employee
164
.. i18n: in the :guilabel:`Timesheets` tab. If
165
.. i18n: you do it that way, then this information can be used to track services. For now, just complete the
166
.. i18n: form with the following information:
169
You can then set both an analytic journal and a linked product to this employee
170
in the :guilabel:`Timesheets` tab. If
171
you do it that way, then this information can be used to track services. For now, just complete the
172
form with the following information:
174
.. i18n: * :guilabel:`Analytic Journal` : usually a ``Timesheet Journal``,
176
.. i18n: * :guilabel:`Product` : a service product that describes how this employee would be charged out,
177
.. i18n: for example as ``Senior Consultant``.
180
* :guilabel:`Analytic Journal` : usually a ``Timesheet Journal``,
182
* :guilabel:`Product` : a service product that describes how this employee would be charged out,
183
for example as ``Senior Consultant``.
185
.. i18n: Management of employment contracts
186
.. i18n: ----------------------------------
189
Management of employment contracts
190
----------------------------------
192
.. i18n: If you install the :mod:`hr_contract` module you can link contract details to the employee record.
195
If you install the :mod:`hr_contract` module you can link contract details to the employee record.
197
.. i18n: .. figure:: images/service_hr_contract.png
199
.. i18n: :align: center
201
.. i18n: *Definition of a working contract for a given employee*
204
.. figure:: images/service_hr_contract.png
208
*Definition of a working contract for a given employee*
210
.. i18n: You can enter information about the employment contract for the employee, such as:
213
You can enter information about the employment contract for the employee, such as:
215
.. i18n: * :guilabel:`Contract Name`
217
.. i18n: * :guilabel:`Function`
219
.. i18n: * :guilabel:`Working hours per day`
221
.. i18n: * :guilabel:`Start Date`
223
.. i18n: * :guilabel:`End Date`
225
.. i18n: * :guilabel:`Wage Type` either :guilabel:`Monthly Gross` or :guilabel:`Weekly Net`
228
* :guilabel:`Contract Name`
230
* :guilabel:`Function`
232
* :guilabel:`Working hours per day`
234
* :guilabel:`Start Date`
236
* :guilabel:`End Date`
238
* :guilabel:`Wage Type` either :guilabel:`Monthly Gross` or :guilabel:`Weekly Net`
241
.. i18n: single: employee; sign in / sign out
245
single: employee; sign in / sign out
247
.. i18n: Sign in and out
248
.. i18n: ---------------
254
.. i18n: In some companies, staff have to sign in when they arrive at work and sign out again at the end of
255
.. i18n: the day. If each employee has been linked to a system user, then they can sign in on Open ERP by
256
.. i18n: using the menu :menuselection:`Human Resources --> Attendances --> Sign in / Sign out`.
259
In some companies, staff have to sign in when they arrive at work and sign out again at the end of
260
the day. If each employee has been linked to a system user, then they can sign in on Open ERP by
261
using the menu :menuselection:`Human Resources --> Attendances --> Sign in / Sign out`.
263
.. i18n: If an employee has forgotten to sign out on leaving, the system proposes that they sign out manually
264
.. i18n: and type in the time that they left when they come in again the next day. This gives you a simple way
265
.. i18n: of managing forgotten sign-outs.
268
If an employee has forgotten to sign out on leaving, the system proposes that they sign out manually
269
and type in the time that they left when they come in again the next day. This gives you a simple way
270
of managing forgotten sign-outs.
272
.. i18n: Find employee attendance details from their forms in
273
.. i18n: :menuselection:`Human Resources --> Employees --> All Employees`.
276
Find employee attendance details from their forms in
277
:menuselection:`Human Resources --> Employees --> All Employees`.
279
.. i18n: To get the detail of attendances from an employee's form in Open ERP you can use the three
280
.. i18n: available reports:
283
To get the detail of attendances from an employee's form in Open ERP you can use the three
286
.. i18n: * :guilabel:`Print Attendance Error Report`
288
.. i18n: * :guilabel:`Print Timesheet by week`
290
.. i18n: * :guilabel:`Print Timesheet by month`
293
* :guilabel:`Print Attendance Error Report`
295
* :guilabel:`Print Timesheet by week`
297
* :guilabel:`Print Timesheet by month`
299
.. i18n: The first report highlights errors in attendance data entry.
300
.. i18n: It shows you whether an employee has entered the time of
301
.. i18n: entry or exit manually and the differences between the actual and expected sign out time and the time.
304
The first report highlights errors in attendance data entry.
305
It shows you whether an employee has entered the time of
306
entry or exit manually and the differences between the actual and expected sign out time and the time.
308
.. i18n: The others are reports using the data recorded.
311
The others are reports using the data recorded.
313
.. i18n: .. Copyright © Open Object Press. All rights reserved.
316
.. Copyright © Open Object Press. All rights reserved.
318
.. i18n: .. You may take electronic copy of this publication and distribute it if you don't
319
.. i18n: .. change the content. You can also print a copy to be read by yourself only.
322
.. You may take electronic copy of this publication and distribute it if you don't
323
.. change the content. You can also print a copy to be read by yourself only.
325
.. i18n: .. We have contracts with different publishers in different countries to sell and
326
.. i18n: .. distribute paper or electronic based versions of this book (translated or not)
327
.. i18n: .. in bookstores. This helps to distribute and promote the Open ERP product. It
328
.. i18n: .. also helps us to create incentives to pay contributors and authors using author
329
.. i18n: .. rights of these sales.
332
.. We have contracts with different publishers in different countries to sell and
333
.. distribute paper or electronic based versions of this book (translated or not)
334
.. in bookstores. This helps to distribute and promote the Open ERP product. It
335
.. also helps us to create incentives to pay contributors and authors using author
336
.. rights of these sales.
338
.. i18n: .. Due to this, grants to translate, modify or sell this book are strictly
339
.. i18n: .. forbidden, unless Tiny SPRL (representing Open Object Press) gives you a
340
.. i18n: .. written authorisation for this.
343
.. Due to this, grants to translate, modify or sell this book are strictly
344
.. forbidden, unless Tiny SPRL (representing Open Object Press) gives you a
345
.. written authorisation for this.
347
.. i18n: .. Many of the designations used by manufacturers and suppliers to distinguish their
348
.. i18n: .. products are claimed as trademarks. Where those designations appear in this book,
349
.. i18n: .. and Open Object Press was aware of a trademark claim, the designations have been
350
.. i18n: .. printed in initial capitals.
353
.. Many of the designations used by manufacturers and suppliers to distinguish their
354
.. products are claimed as trademarks. Where those designations appear in this book,
355
.. and Open Object Press was aware of a trademark claim, the designations have been
356
.. printed in initial capitals.
358
.. i18n: .. While every precaution has been taken in the preparation of this book, the publisher
359
.. i18n: .. and the authors assume no responsibility for errors or omissions, or for damages
360
.. i18n: .. resulting from the use of the information contained herein.
363
.. While every precaution has been taken in the preparation of this book, the publisher
364
.. and the authors assume no responsibility for errors or omissions, or for damages
365
.. resulting from the use of the information contained herein.
367
.. i18n: .. Published by Open Object Press, Grand Rosière, Belgium
370
.. Published by Open Object Press, Grand Rosière, Belgium