Nhân viên mới

When a new employee is hired, the first step is to create a new employee record. This record is a centralized place where all important information about the employee is stored, including general information, job history and skills, various work information, personal details, documents, and more.

To begin, open the Employees app, then click the New button in the upper-left corner. Doing so reveals a blank employee form.

Proceed to fill out the required information, along with any additional details.

Ghi chú

The current company phone number and name are populated in the Work Phone and Company fields. If the Appraisals application is installed, the Next Appraisal Date field is populated with a date six months from the current date.

General information

The employee form automatically saves as data is entered. However, the form can be saved manually at any time by clicking the Save manually option, represented by a (cloud with an upwards arrow) icon.

Required fields

• Employee's Name: enter the employee's name.

• Company: from the drop-down menu in this field, select the company the new employee was hired by, or create a new company by typing the name in the field, and clicking Create or Create and edit... from the mini drop-down menu that appears.

Các trường thông tin không bắt buộc

• Photo: in the top-right image box of the employee form, click on the ✏️ (pencil) edit icon to select a photo to upload.

• Vị trí công việc: nhập chức danh của nhân viên bên dưới tên của họ, hoặc chọn từ menu thả xuống ở trường Vị trí công việc bên dưới để tự động điền vào trường phía trên. Trường Vị trí công việc bên dưới tên nhân viên có thể được chỉnh sửa và không cần phải khớp với lựa chọn trong menu thả xuống Vị trí công việc ở trường bên dưới.

  Example

  While it is recommended to have the job positions match, the typed-in description in this top field can contain more specific information than the selected drop-down Job Position, if desired.

  For instance, if someone is hired for a sales representative position configured as Sales Representative in the Recruitment app, that can be selected in the drop-down Job Position field.

  In the typed-in Job Position field beneath the Employee's Name field, the position could be more specific, such as Sales Representative - Subscriptions if the employee is focused solely on subscription sales.

  

• Tags: select a tag from the drop-down menu to add relevant tags to the employee. Any tag can be created in this field by typing it in. Once created, the new tag is available for all employee records. There is no limit to the amount of tags that can be added.

• Work Contact Information: enter the employee's Work Mobile, Work Phone, Work Email, and/or Company name, if not already auto-populated.

• Department: select the employee's department from the drop-down menu.

• Job Position: select the employee's job position from the drop-down menu. Once a selection is made, the Job Position field beneath the Employee's Name field automatically updates to reflect the currently selected job position. These positions are from the Recruitment application, and reflect the currently configured job positions.

• Manager: select the employee's manager from the drop-down menu.

• Coach: select the employee's coach from the drop-down menu.

• Next Appraisal Date: this field is only visible if the Appraisals application is installed. The date automatically populates with a date that is computed according to the settings configured in the Appraisals application. This date can be modified using the calendar selector.

Ghi chú

After a Manager is selected, if the Coach field is blank, the selected manager automatically populates the Coach field.

Mẹo

To make edits to the selected Department, Manager, Coach, or Company, click the Internal Link arrow next to the respective selection. The Internal Link arrow opens the selected form, allowing for modifications. Click Save after any edits are made.

Additional information tabs

Tab Resumé

Resumé

Tiếp theo, nhập lịch sử làm việc của nhân viên trong tab Sơ yếu lý lịch. Mỗi dòng trong sơ yếu lý lịch phải được nhập riêng. Khi tạo mục nhập lần đầu tiên, nhấp vào Tạo mục nhập mới và biểu mẫu Tạo dòng sơ yếu lý lịch sẽ xuất hiện. Sau khi thêm mục nhập, nút Tạo mục nhập mới sẽ được thay thế bằng nút Thêm. Nhập các thông tin sau cho từng mục nhập.

• Title: type in the title of the previous work experience.

• Employee: select the employee from the drop-down menu.

• Type: from the drop-down menu, select either Experience, Education, Side Projects, Internal Certification, Completed Internal Training, or type in a new entry, then click Create "(Type)".

• Display Type: from the drop-down menu, choose Classic for typical work experience, Certification for experience gained through a certification, or Course for non-certified classes.

• Thời gian: nhập ngày bắt đầu và ngày kết thúc cho kinh nghiệm làm việc. Để chọn ngày, nhấp vào trường trống đầu tiên để hiển thị cửa sổ pop-up lịch. Sử dụng các biểu tượng < (mũi tên trái) và > (mũi tên phải) để chuyển đến tháng mong muốn, sau đó nhấp vào ngày để chọn. Lặp lại quy trình này để tìm và chọn ngày kết thúc. Sau khi đã chọn xong các ngày mong muốn, nhấp vào ✔️ Áp dụng.

• Description: enter any relevant details in this field.

Once all the information is entered, click the Save & Close button if there is only one entry to add, or click the Save & New button to save the current entry and create another resumé line.

Ghi chú

After the new employee form is saved, the current position and company is automatically added to the Resumé tab, with the end date listed as current.

Kỹ năng

An employee's skills can be entered in the Resumé tab in the same manner that a resumé line is created.

In order to add a skill to an employee record, the skill types must be configured first. If no skill types are configured, a Create new Skills button appears in the Skills section of the Resumé tab. Configure the skill types before adding any skills to the employee record.

If the skill types are configured, a Pick a skill from the list button appears instead. Click the Pick a skill from the list button, and select the following information for each skill.

• Skill Type: select a skill type by clicking the radio button next to the skill type.

• Kỹ năng: sau khi chọn một Loại kỹ năng, thì các kỹ năng tương ứng với Loại kỹ năng đã chọn sẽ xuất hiện trong một menu thả xuống. Ví dụ, khi chọn Ngôn ngữ làm Loại kỹ năng, thì một danh sách các ngôn ngữ sẽ xuất hiện trong trường Kỹ năng. Chọn kỹ năng phù hợp đã được cấu hình sẵn, hoặc nhập một kỹ năng mới rồi nhấp Tạo "(kỹ năng mới)".

• Cấp độ kỹ năng: các cấp độ kỹ năng xác định trước liên quan đến Loại kỹ năng đã chọn sẽ xuất hiện trong menu thả xuống. Đầu tiên, chọn một Cấp độ kỹ năng, sau đó thanh tiến trình sẽ tự động hiển thị tiến trình xác định trước cho cấp độ kỹ năng cụ thể đó. Các cấp độ kỹ năng và tiến trình có thể được điều chỉnh trong biểu mẫu bật lên Cấp độ kỹ năng, được truy cập thông qua mũi tên Liên kết nội bộ bên cạnh trường Cấp độ kỹ năng.

Click the Save & Close button if there is only one skill to add, or click the Save & New button to save the current entry and immediately add another skill.

To delete any line from the Resumé tab, click the 🗑️ (trash can) icon to delete the entry. Add a new line by clicking the Add button next to the corresponding section.

Quan trọng

Only users with Officer: Manage all employees or Administrator rights for the Employees app can add or edit skills.

Skill types

In order to add a skill to an employee's form, the Skill Types must be configured. Go to Employees app ‣ Configuration ‣ Employee: Skill Types to view the currently configured skill types and create new skill types.

Ghi chú

The default skill of Languages is pre-configured as a skill type, but there are no specific language skills listed within that skill type. The Languages skill type must be fully configured before it can be used.

Click New and a new Skill Type form appears. Fill out all the details for the new skill type. Repeat this for all the needed skill types.

• Skill Type: enter the name of the skill type. This acts as the parent category for more specific skills and should be generic.

• Skills: click Add a line, and enter the Name for the new skill, then repeat for all other needed skills.

• Levels: click Add a line, and enter the Name of the level. Next, click into the Progress field, and enter a percentage (0-100) for that level. Repeat for all additional levels, as needed.

• Default Level: click the toggle on the level line to set that level as the default. Typically, the lowest level is set as the default, but any level can be chosen. The toggle turns green, indicating it is the default level for the skill. Only one level can be set as the default.

  Example

  Để thêm bộ kỹ năng toán học, nhập Toán vào trường Tên. Tiếp theo, trong trường Kỹ năng, nhập Đại số, Giải tích và Lượng giác. Cuối cùng, trong trường Cấp độ, nhập Mới bắt đầu, Trung cấp và Chuyên gia, với Tiến độ tương ứng là 25, 50 và 100. Sau cùng, nhấp Đặt làm mặc định trên dòng Mới bắt đầu để đặt đây làm cấp độ kỹ năng mặc định.

  

The Skill Type form automatically saves as data is entered.

Mẹo

Sau khi điền đầy đủ biểu mẫu, nhấp nút Lưu thủ công được biểu thị bằng biểu tượng đám mây có mũi tên hướng lên ở đầu màn hình. Các Cấp độ sẽ tự động sắp xếp theo thứ tự giảm dần, với cấp cao nhất ở trên cùng và thấp nhất ở dưới cùng, bất kể cấp độ mặc định và thứ tự nhập ban đầu.

Work information tab

The Work Information tab is where the employee's specific job related information is found. Their working schedule, various roles, who approves their specific requests (time off, timesheets, and expenses), their remote work schedule, and specific work location details are listed here.

Click on the Work Information tab to access this section, and enter the following information for the new employee:

• Location: select the Work Address from the drop-down menu. To modify the address, hover over the first line (if there are multiple lines) of the address to reveal an Internal Link arrow. Click the Internal Link arrow to open up the company form, and make any edits.

  Use the breadcrumb links to navigate back to the new employee form when done.

  If a new work address is needed, add the address by typing it in the field, then click Create (new address) to add the address, or Create and edit... to add the new address and edit the address form.

• Approvers: to see this section, the user must have either Administrator or Officer: Manage all employees rights set for the Employees application. Using the drop-down menus, select the users responsible for approving an Expense, a Time Off request, Timesheet entries, and Attendance records for the employee.

  Hover over any of the selections to reveal the Internal Link arrow.

  Click the Internal Link arrow to open a form with the approver's Name, Email Address, Company, Phone, Mobile, and Default Warehouse fields. These can be modified, if needed.

  Use the breadcrumb links to navigate back to the new employee form when done.

  Quan trọng

  The users that appear in the drop-down menu for the Approvers section must have Administrator rights set for the corresponding human resources role.

  To check who has these rights, go to Settings app ‣ Users ‣ → Manage Users. Then, click on an employee, and check the Human Resources section of the Access Rights tab.

  • In order for the user to appear as an approver for Expenses, they must have either Team Approver, All Approver, or Administrator set for the Expenses role.

  • In order for the user to appear as an approver for Time Off, they must have either Officer:Manage all Requests or Administrator set for the Time Off role.

  • In order for the user to appear as an approver for Timesheets, they must have either Manager, Officer:Manage all contracts, or Administrator set for the Payroll role.

• Remote Work: use the drop-down menu to select the default location the employee works from each day of the week. The default options are Home, Office, or Other.

  A new location can be typed into the field, then click either Create (new location) to add the location, or Create and edit... to add the new location and edit the form.

  After edits are done, click Save & Close, and the new location is added, and populates the field.

  Leave the field blank (Unspecified) for non-working days like Saturday and Sunday.

  Ghi chú

  It is also possible to add or modify work locations by navigating to Employees app ‣ Configuration ‣ Employee: Work Locations. To modify a location, click on an existing location, then make any changes on the form.

  Click New to create a new location, then enter the following information on the form. All fields are required.

  • Work Location: enter the name for the location. This can be as general or as specific, as needed, such as Home or Building 1, Second Floor, respectfully.

  • Work Address: using the drop-down menu, select the address for the location.

  • Cover Image: click on the icon to select it for the Cover Image. Options are a house icon, an office building icon, and a GPS location marker icon.

  • Company: using the drop-down menu, select the company the location applies to. The current company populates this field, by default.

  

• Schedule: select the Working Hours and Timezone for the employee. The Internal Link arrow opens a detailed view of the specific daily working hours. Working hours can be modified or deleted here.

  Ghi chú

  Working Hours are related to a company's working schedules, and an Employee cannot have working hours that are outside of a company's working schedule.

  Each individual working schedule is company-specific. So, for multi-company databases, each company needs to have its own working schedules set.

  If an employee's working hours are not configured as a working schedule for the company, new working schedules can be added, or existing working schedules can be modified.

  Working hours can be modified in the Payroll application, where they are referred to as Working Schedules.

  For more information on how to create or modify Working Schedules in the Payroll application, refer to the Bảng lương documentation.

• Planning: select a role from the drop-down menu for both the Roles and the Default Role fields. If the Default Role is selected as a role, it is automatically added to the list of Roles.

Quan trọng

The users that appear in the drop-down menu for the Approvers section must have Administrator rights set for the corresponding human resources role.

To check who has these rights, go to Settings app ‣ Users ‣ → Manage Users. Click on an employee, and check the Human Resources section of the Access Rights tab.

• In order for the user to appear as an approver for Expenses, they must have either Team Approver, All Approver, or Administrator set for the Expenses role.

• In order for the user to appear as an approver for Time Off, they must have either Officer or Administrator set for the Time Off role.

• In order for the user to appear as an approver for Timesheets, they must have either Manager, Officer, or Administrator set for the Payroll role.

Ghi chú

Working Hours are related to a company's working times, and an employee cannot have working hours that are outside of a company's working times.

Each individual working time is company-specific. So, for multi-company databases, each company must have its own working hours set.

If an employee's working hours are not configured as a working time for the company, new working times can be added, or existing working times can be modified.

To add or modify a working time, go to the Payroll app ‣ Configuration ‣ Working Schedules. Then, either add a new working time by clicking New, or edit an existing one by selecting a Working Time from the list to modify it.

Refer to the Working schedules section of the payroll documentation for specific details on creating and editing working schedules.

After the new working time is created, or an existing one is modified, the Working Hours can be set on the employee form. In the Schedule section of the Work Information tab, select the employee's working hours using the drop-down menu.

Private information tab

No information in the Private Information tab is required to create an employee, however, some information in this section may be critical for the company's payroll department. In order to properly process payslips and ensure all deductions are accounted for, the employee's personal information should be entered.

Here, the employee's Private Contact, Family Status, Emergency contact, Education, Work Permit, and Citizenship information is entered. Fields are entered either using a drop-down menu, ticking a checkbox, or typing in the information.

• Private Contact: enter the Private Address, Email, and Phone for the employee. Then, enter the employee's Bank Account Number using the drop-down menu.

  If the bank is not already configured (the typical situation when creating a new employee), enter the bank account number, and click Create and edit... A Create Bank Account Number form loads. Fill in the necessary information, then click Save & Close.

  Next, select the employee's preferred Language from the drop-down menu. Then enter the Home-Work Distance in the field. This field is only necessary if the employee is receiving any type of commuter benefits.

  Lastly, enter the employee's license plate information in the Private Car Plate field.

• Family Status: select the current Marital Status using the drop-down menu, either Single, Married, Legal Cohabitant, Widower, or Divorced. If the employee has any dependent children, enter the Number of Dependent Children in the field.

• Emergency: type in the Contact Name and Contact Phone number of the employee's emergency contact in the respective fields.

• Education: select the highest level of education completed by the employee from the Certificate Level drop-down menu. Default options include Graduate, Bachelor, Master, Doctor, or Other.

  Type in the Field of Study, and the name of the School in the respective fields.

• Work Permit: if the employee has a work permit, enter the information in this section. Type in the Visa No (visa number), and/or Work Permit No (work permit number) in the corresponding fields.

  Using the calendar selector, select the Visa Expiration Date, and/or the Work Permit Expiration Date, to enter the expiration date(s).

  If available, upload a digital copy of the Work Permit document. Click Upload your file, navigate to the work permit file in the file explorer, and click Open.

• Citizenship: this section contains all the information relevant to the citizenship of the employee. Some fields use a drop-down menu, as the Nationality (Country), Gender, and Country of Birth fields do.

  Ngày sinh sử dụng bộ chọn lịch để chọn ngày. Đầu tiên, nhấp vào tên tháng, sau đó là năm để truy cập các khoảng năm. Sử dụng biểu tượng mũi tên < (trái) và > (phải) để điều hướng đến khoảng năm chính xác và nhấp vào năm. Tiếp theo, nhấp vào tháng. Cuối cùng, nhấp vào ngày để chọn.

  Type in the information for the Identification No (identification number), Passport No (passport number), and Place of Birth fields.

  Lastly, if the employee is not a resident of the country they are working in, activate the checkbox next to the Non-resident field.

  Ghi chú

  Depending on the localization setting, other fields may be present. For example, for the United States, a SSN No (Social Security Number) field is present.

Tab Cài đặt HR

This tab provides various fields for different information, depending on the country the company is located. Different fields are configured for different locations, however some sections appear regardless.

• Status: select an Employee Type and, if applicable, a Related User, with the drop-down menus. The Employee Type options include Employee, Student, Trainee, Contractor, or Freelancer.

  Quan trọng

  Employees do not also need to be users. Employees do not count towards the Odoo subscription billing, while Users do count towards billing. If the new employee should also be a user, the user must be created.

  After the employee is created, click the ⚙️ (gear) icon, then click Create User. A Create User form appears.

  Type in the Name and Email Address. Next, select the Company from the drop-down menu.

  Then, enter the Phone and Mobile numbers in the respective fields.

  If a photo is available, click the Edit icon (which appears as a ✏️ (pencil) icon) in the lower-left corner of the image box, which is located in the top-right corner of the form.

  A file explorer pops up. Navigate to the file, then click Open to select it. Finally, click Save after all the information is entered, and the employee record is automatically updated with the newly-created user populating the Related User field.

  Users can also be created manually. For more information on how to manually add a user, refer to the Người dùng document.

• Attendance/Point of Sale/Manufacturing: the employee's PIN Code and Badge ID can be entered here, if the employee needs/has one. Click Generate next to the Badge ID to create a badge ID.

  The PIN Code is used to sign in and out of the Attendance app kiosk, and a POS system.

• Payroll: if applicable, enter the Registration Number of the Employee in this section.

  Tùy theo thiết lập bản địa hoá, các mục khác xuất hiện trong trường này sẽ thay đổi theo từng quốc gia hoặc khu vực. Ngoài ra, các phần khác cũng có thể xuất hiện trong thẻ này tuỳ vào vị trí địa lý. Do đó, bạn nên kiểm tra với phòng kế toán và/hoặc lương để đảm bảo phần này, cũng như bất kỳ phần nào khác liên quan đến bảng lương, được điền chính xác.

• Application Settings: enter the employee's Billing Time Target for the billing rate leader board in the Timesheets application. Next, enter the Hourly Cost in a XX.XX format. This is factored in when the employee is working at a work center.

  If applicable, enter the Fleet Mobility Card number.

Ghi chú

Manufacturing costs are added to the costs for producing a product, if the value of the manufactured product is not a fixed amount. This cost does not affect the Payroll application.

Tài liệu

All employee-related documents are stored in the Documents app. The number of associated documents is displayed in the Documents smart button above the employee record. Click on the smart button to access all documents.

Refer to documentation on the Documents app for more information.