Demo video: Documents - Payroll
What it does
- In HR management, the storage of labor contracts, employee payslips... in a scientific and interconnected manner throughout the system is an inevitable need, aiming for the related departments can be conveniently looked up when needed.
- If the Documents software already provides tools to help you create and manage documents according to certain rules, this module is the bridge between the Documents software (viin_document) and the Payroll application (to_hr_payroll), providing available data for Workspaces, automatic document creation rules, search rights,... related to:
- Contracts;
- Payslips;
- Other documents related to employee's salary such as scanned copy of Birth Certificate of children/dependants,...
Supported Editions
- Community Edition
Installation
- Navigate to Apps.
- Search with keyword viin_document_hr_payroll.
- Press Install.
Instruction
1. Sample data
After installing the module, you will see a sample data that includes:
Navigate to Documents > Configuration > Actions, you will see actions data. Details of each action are also configured.
Navigate to Documents > Configuration > Teams, you will see teams data.
- Document Generation Rule:
Navigate to Documents > Configuration > Document Generation Rule, you will see rules data. Details of each rule are also configured.
Navigate to Documents > Master Data > Tags, you will see tags data:
Navigate to Documents > Master Data > Workspaces, you will see workspaces data. In detail, each workspace is also configured with actions and access rights:
2. Manage documents related to Payroll
- Navigate to Payroll > Employees > Employees, select an employee, navigate to the chat area (chatter) to attach document. After attaching, documents will be automatically stored in the HR Documents workspace:
- Similarly, when you navigate to Payroll > Employees > Contracts or Payroll > Payslips > Payslips to select a contract/payslip from the list, navigate to the chat area to attach a scanned copy of the signed contract/payslip. Once attached, the contract/payslip will be automatically stored in the respective HR Contract/Payroll workspace.
This software and associated files (the "Software") may only be
used
(executed, modified, executed after modifications) if you have
purchased a
valid license from the authors, typically via Odoo Apps,
or if you
have
received a written agreement from the authors of the
Software (see the
COPYRIGHT file).
You may develop Odoo modules that use the Software as a library
(typically
by depending on it, importing it and using its
resources), but
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Software. You may distribute
those modules under the license of your
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license
is compatible with the terms of
the Odoo Proprietary License (For
example:
LGPL, MIT, or proprietary
licenses similar to this one).
It is forbidden to publish, distribute, sublicense, or sell
copies of the
Software or modified copies of the Software.
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EXPRESS OR
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MERCHANTABILITY,
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