Registros de trabalho¶
The Payroll app automatically creates work entries based on the employee’s salary structure type, and from the Planning, Attendances, and Time Off applications.
Work entries provide the Payroll app with the worked hours used to compute employee paychecks, if the employee’s salary is based on work entries, as opposed to a salaried position.
Work entry dashboard¶
The Work Entries dashboard of the Payroll app provides a visual overview of the individual work entries for every employee.
Para abrir o painel, navegue até .
No painel Registros de trabalho, os registros de trabalho aparecem em ordem alfabética, com base no primeiro nome dos funcionários. O mês inteiro é exibido, com o dia atual destacado em amarelo claro.
The Work Entry dashboard has a default Conflicting filter, which displays only work entries with conflicts to be resolved.
Dica
Remove the default Conflicting filter from the search bar to view all work entries.
Adjust view¶
To change the view so that only the entries for a single day, week, month, quarter, or year are shown, click the (Month)(Year) button. A drop-down menu appears with the options of Today, This week, This month, This quarter, or This year. Click on one of the options to only display data for that specific selection.
Use the (left arrow) and (right arrow) buttons to adjust the displayed dates. The arrows adjust the date based on the type of time selected.
Por exemplo, se Mês for selecionado, as setas se moverão um mês a cada clique da seta. Se Semana ou Dia for selecionado, a hora se moverá uma semana ou um dia para cada clique da seta, respectivamente.
At any point, to return to a view containing the current day, click the (Focus Today) button.
Adicionar um novo registro de trabalho¶
If a work entry is missing, such as sick time, or if an employee forgot to clock in and out for a shift, a new work entry must be created for the missing shift.
Click New on the work entry dashboard, and a blank Create work entry pop-up form appears. Enter the following information on the form:
Description: Enter a short description for the work entry, such as
Sick Time. The default entry isAttendance: (Employee).Employee: Select the employee the work entry is for, using the drop-down menu.
Work Entry Type: Select the work entry type using the drop-down menu.
From and To: Enter the start (From) and end (To) dates and times for the work entry.
First, click on either the From or To line to reveal a calendar pop-up window. Select the date by navigating to the correct month, then click on the specific day to select it.
Next, select the time, by clicking on either the hour or minute fields at the bottom of the calendar, and set the desired time.
When the date and time for the entry are correct, click the Apply button.
Duration: This field displays the hours based on the To and From entries. Modifying this field modifies the To field (the From field does not change).
Depois que as informações desejadas forem inseridas, clique em Salvar e fechar para salvar a entrada e fechar o formulário pop-up.
Conflitos¶
A conflict occurs when a request has not been approved, such as sick time or vacation, or if there are any errors on the work entry. Conflicts that span the current pay period being processed must be resolved before payslips can be generated.
Qualquer registro de trabalho que tenha um conflito a ser resolvido é indicado no painel principal Registro de trabalho, que pode ser acessado navegando até . Por padrão, somente os conflitos que precisam de resolução são mostrados.
Os conflitos são indicados por um triângulo laranja no canto superior esquerdo de cada registro de trabalho. Clique em um registro de trabalho para ver a sua data e a hora específica e, em seguida, clique em Editar para visualizar os detalhes do conflito em uma janela pop-up.
O conflito é explicado brevemente em uma caixa de texto laranja na janela pop-up Abrir que é exibida.
Os campos Descrição, Funcionário e Tipo de registro de trabalho são listados no lado esquerdo da janela pop-up. Os intervalos de data e hora De e Até, bem como o tempo total (em horas) no campo Duração, são exibidos no lado direito.
Conflitos de folgas¶
The most common work entry conflicts are for time off requests. Odoo automatically generates work entries for specific time periods. When time off is requested after these work entries are generated, it results in duplicate work entries for that employee (one for time off and another for regular work).
If there is a conflict because a time off request is in the system for the same time that a regular work entry already exists, the time off request is entered in a Time Off field.
Conflicts can be resolved either directly on the work entry or in the detailed time off request form.
Resolver no registro de trabalho¶
If no additional details are needed to determine if a time off request should be approved or refused, the time off conflict can be resolved directly from the work entry pop-up window.
Click either the Refuse Time Off or Approve Time Off buttons to refuse or approve the time off request, then the two buttons disappear. Click the Save & Close button to close the pop-up window.
The conflict disappears from the Work Entry dashboard, since the conflict is now resolved.
Nota
If the time off is approved, the status of the work entry conflict changes to Cancelled. If the time off is refused, the status changes to Draft.
Resolver solicitações de folga¶
If more details are needed to make a decision about the time off request, hover over the entry in the Time Off field, and click the (Internal Link) icon that appears at the end of the line. This causes an Open: Time Off pop-up window to load, with all the time off request details. Click either the Approve or Refuse buttons to approve or refuse the request.
Para resolver o conflito de folga na janela pop-up de solicitação de folga detalhada, clique no botão de Link interno no final da linha de entrada Folga e os detalhes da solicitação de folga serão exibidos em uma nova janela pop-up. A solicitação pode ser modificada, se necessário.
Clique no botão Aprovar para aprovar a solicitação e, em seguida, clique no botão Salvar e fechar para salvar as alterações e voltar à janela pop-up de conflito de registro de trabalho.
O botão Aprovar folgas fica oculto, apenas o botão Recusar folga fica visível.
Se a aprovação foi um erro, a solicitação pode ser recusada aqui, clicando no botão Recusar folga.
Como a folga foi aprovada na janela de folga, clique no X no canto superior direito para fechar a janela. O conflito desaparece do painel Registro de trabalho, já que foi resolvido.
Gerar registros de trabalho novamente¶
After conflicts are resolved, the affected work entries must be regenerated. This recreates the specified work entries, and overwrites the previously conflicting work entries.
While conflicts can be resolved individually, if the conflicts are caused from another application, such as Planning or Attendances, it is best practice to correct the record in the application causing the conflict. The reason this method is recommended is because, if the issue in the related application is not resolved, when work entries are regenerated, the conflicts reappear.
First, ensure the issues are resolved in the specific applications that caused the work entry conflicts. Once the conflicts have been resolved in the corresponding apps, open the work entry dashboard by navigating to .
Click the Regenerate Work Entries button at the top of the Work Entries dashboard, and a Work Entry Regeneration pop-up window appears.
Select the Employees to regenerate work entries for, using the drop-down menu. Adjust the From and To fields, so the correct date range is displayed.
Clique no botão Gerar novamente os registros de trabalho e os registros serão recriados. Quando terminar, a janela pop-up será fechada.
Example
An employee has incorrect work entries generated from the Planning app because they were incorrectly assigned to two work stations simultaneously. This should be fixed in the Planning app, instead of the Payroll app.
To correct this issue, modify the employee’s schedule in the Planning app, so they are correctly assigned to only one work station. Then, in the Payroll app, regenerate work entries for that employee, for that specific time period.
The Payroll app then pulls the new, corrected data form the Planning app, and recreates the correct work entries for that employee. All conflicts for that employee are now resolved.