工资

Odoo 薪酬管理 用于处理工作条目和为员工创建工资单。薪酬管理 与其他 Odoo 应用程序协同工作,如 员工休假考勤排期

薪酬管理 应用程序有助于确保在验证工作条目时不会出现问题或冲突。它还能处理特定国家/地区的本地化问题,确保工资单符合当地规则和税收,并允许工资分配。

设置

通过导航至 薪酬管理应用程序 ‣ 配置 ‣ 设置 配置 薪酬管理 应用程序。这里指定了会计、本地化、休息时间、警报和工资单的各种设置。

会计

配置菜单的会计部分涉及三个选项:

  • 工资单条目:启用此选项可在会计中发布工资单。

  • 工资单 SEPA:启用该选项创建 SEPA 支付。

  • 批量账户移动行:启用此选项可从同一期间的所有会计分录中创建一个账户移动行。这将禁止生成单笔付款。

休息时间

  • Deferred Time Off: if time off is taken after payslips are validated, the time off needs to be applied to the following pay period. Select the person that will be notified for these specific time off situations using the drop-down menu in the Responsible field.

    Example

    An employee is paid on the 15th of the month and the last day of the month. Payslips are typically processed a day before.

    If an employee’s payslip is approved and processed on the 30th, but that same employee takes an unexpected sick day on the 31st, the time off needs to be logged.

    Since the employee is already paid for a regular work day on the 31st, to keep the time off balances correct, the sick day is moved/applied to the 1st of the next month (the next pay period).

工资

  • Contract Expiration Notice Period: enter the number of Days before a contract expires, and Odoo notifies the responsible person about the upcoming expiration at that time.

  • Work Permit Expiration Notice Period: enter the number of Days before a work permit expires, and Odoo notifies the responsible person about the upcoming expiration at that time.

  • Payslip PDF Display: enable this option to show the payslip’s PDF when the state is validated.

工作条目

*工作条目*是员工工时单上的一条单独记录。所有工作和休假类型均可配置为工作条目,如 考勤病假培训`或 :guilabel:`国家法定节假日

工作条目类型

When creating a work entry in the Payroll application, or when an employee enters new time off types in Time Off application, a Work Entry Type needs to be selected. The list of Work Entry Types is automatically created based on localization settings set in the database.

要查看当前可用的工作条目类型,请访问 薪酬管理应用程序 ‣ 配置 ‣ 工作条目 ‣ 工作条目类型

每个工作条目类型都有一个代码,以帮助创建工资单,并确保正确输入所有税费。

当前可使用的所有工作条目类型列表,包括工资单代码和颜色。

新建工作条目类型

要创建新的 工作条目类型,请点击 新建 按钮,并在表格中输入以下部分的信息。

一般信息部分
  • 工作条目类型名称:名称应简短并具有描述性,如`病假`或`公众假期`。

  • 工资单代码:该代码与工作条目类型一起出现在工时单和工资单上。由于该代码与 会计 应用程序结合使用,因此建议向会计部门咨询使用代码。

  • 外部代码:此代码用于将数据导出到第三方工资单服务。请与使用的第三方联系,以确定为新工作条目类型输入的 外部代码

  • 颜色:为特定工作条目类型选择颜色。

在工资单部分显示
  • guilabel:四舍五入:选择的四舍五入方法决定如何在工资单上显示工时单条目的数量。

    • No Rounding: entry is not modified.

    • Half Day: entry is rounded to the closest half day amount.

    • Day: entry is rounded to the closest full day amount.

Example

If the working time is set to an 8-hour work day (40-hour work week), and an employee enters a time of 5.5 hours on a work entry, and Rounding is set to No Rounding, the entry remains 5.5 hours. If Rounding is set to Half Day, the entry is changed to 4 hours. If it is set to Day, it is changed to 8 hours.

未付部分
  • Unpaid in Structures Types: if the work entry is for work that is not paid, specify which pay structure the unpaid work entry applies to from the drop-down menu. Some situations where work is logged on a payslip, but no compensation given would be for unpaid internships, unpaid training, or volunteer work.

Valid for advantages section
  • Meal Voucher: if the work entry should count towards a meal voucher, check the box.

  • Representation Fees: if the work entry should count towards representation fees, check the box.

  • Private Car Reimbursement: if the work entry should count towards a private car reimbursement, check the box.

Time off options section
  • Time Off: check this box if the work entry type can be selected for a time off request, or entry, in the Time Off application.

    If Time Off is checked, a Time Off Type field appears. This field has a drop-down menu to select the specific types of time off, such as Paid Time Off, Sick Time Off, or Extra Hours, for example.

    A new type of time off can be entered in the field, if the listed types of time off in the drop-down menu do not display the type of time off needed.

报告部分
  • Unforeseen Absence: if the work entry should be visible on the unforeseen absences report, check this box.

New work entry type form with all fields to be filled in.

工作时间表

To view the currently configured working schedules, go to Payroll app ‣ Configuration ‣ Work Entries ‣ Working Schedules. The working schedules that are available for an employee’s contracts are found in this list.

工作时间表因公司而异。每家公司**必须**确定其使用的每种工作计划类型。如果数据库只为一家公司创建,则无法使用公司列。

Example

如果 Odoo 数据库中包含多家使用 40 小时标准工作周的公司,则需要为每家使用 40 小时标准工作周的公司设置单独的工作日程条目。

如果数据库中有五家公司都使用标准的每周 40 小时工作制,则需要配置五种不同的 40 小时工作制。

目前在公司数据库中设置了所有可供使用的工作时间表。

新的工作日程

要创建新的工作日程,请点击 新建 按钮,然后在表单上输入信息。

这些字段被自动填充为标准 40 小时工作周,但可以进行修改。首先,通过修改 名称 字段中的文本来更改工作时间的名称。然后,对适用于新工作时间的天数和时间进行调整。

在:guilabel:工作时长 选项卡中,单击每列中的下拉菜单,修改:guilabel:每周天数`、 每天时长`以及:guilabel:`工作条目类型 选项,并选中所需选项。输入时间,可修改:guilabel:开始工作时间 和:guilabel:结束工作时间 列。

注解

工作开始时间工作结束时间`必须采用 24 小时制格式。例如,`下午 2:00 ` 应输入为`14:00

如果工作时间应为两周配置,请点击左上角的 切换到 2 周日历 按钮。这将创建 偶数周奇数周 条目。

新建工作日程表单。

工资包配置程序

The various options under the Salary Package Configurator section of the Payroll app ‣ Configuration ‣ Salary Package Configurator menu all affect an employee’s potential salary.

根据员工输入的信息(如扣除额、受抚养人等),工资会相应调整。当申请人在公司网站上申请工作时,薪资套餐配置器 下的部分会直接影响申请人所看到的内容,以及在申请人输入信息时填充的内容。

优点

在向潜在员工提供职位时,除了工资外,还可以在 Odoo 中设置一些福利,使提供的职位更有吸引力(如额外的休息时间、公司车辆使用权限、报销电话或网络费用等)。

要查看福利,请访问 薪酬管理应用程序 ‣ 配置 ‣ 薪资套餐配置器:福利。福利按 结构类型 分组,为特定结构类型列出的福利仅适用于该特定结构。

每种结构类型可用的所有优点的列表视图。

Example

一家公司有两个结构类型,一个标有 员工 字样,另一个标有 实习生 字样。guilabel:员工`结构类型包含使用公司汽车的福利,而 :guilabel:`实习生 结构类型则提供餐券福利。

根据 员工 结构类型聘用的人员可以使用公司汽车福利,但不能使用餐券。以 实习生 结构类型聘用的人员可以享受餐券福利,但不能使用公司汽车。

To make a new benefit, click the New button, and enter the information in the fields on the blank benefits form.

The various fields for creating a benefit are as follows:

一般信息部分

  • Contract Related Field: select from the drop-down menu a field from the contract. The choosen value from the employee will be recorded to that field.

  • Benefits: enter the name for the benefit. This field is required.

  • Benefit Type: select from the drop-down menu what type of benefit it is. Select from Monthly Benefit in Kind, Monthly Benefit in Net, Monthly Benefit in Cash, Yearly Benefits in Cash, or Non Financial Benefits. This field is required.

  • Cost Field: select from the drop-down menu a field from the contract. The field will define the cost of the benefit and by extention the impact on the salary, Wage, Wage with Holidays, and Work time rate. Depending on the localization settings, additional options are available.

  • Related Type: select from the drop-down menu what type of benefit it is. Select from Monthly Benefit in Kind, Monthly Benefit in Net, Monthly Benefit in Cash, Yearly Benefits in Cash, or Non Financial Benefits. This field is required.

  • Impacts Net Salary: tick the checkbox if the benefit should impact the employee’s net salary.

  • Requested Documents: select any document that is required to be submitted for this benefit, from the drop-down menu.

  • Mandatory Benefits: using the drop-down menu, select the benefit that is required in order for this specific benefit to be offered to the employee.

    For example, a benefit for car insurance would populate Company Car in this field. This would allow the car insurance benefit to only be displayed if the employee has selected/enabled the benefit of a company car.

  • Salary Structure Type: select from the drop-down menu which salary structure type this benefit applies to. This field is required.

  • Unit of Measure: select the metric that the benefit is granted, using the drop-down menu. The options are Days, Percent, or Currency.

A new benefit form filled out for an internet subscription.

显示部分

  • Show Name: tick the checkbox to have the benefit name appear in the salary package configurator.

  • Display Type: select from the drop-down menu how this benefit is displayed. The options are Always Selected, Dropdown, Dropdown Group, Slider, Radio Buttons, Manual Input, or Text. This field is required.

    Depending on the selection made, additional configurations need to be made. For example, if Radio Buttons is selected, the individual radio buttons must be entered.

  • Icon: an icon from the Font Awesome 4 library can be visible for this benefit. Enter the text code for the icon in this field. For example, to display a suitcase icon, the code fa fa-suitcase is entered on this line.

  • Hide Description: tick the checkbox to hide the benefit description if the benefit is not selected by the employee.

  • Folded: if the benefit should be folded, or hidden, because it is dependant on another benefit selection, tick the checkbox. The following fields appear when this is active:

    • Fold Label: enter a name for the folded section of the benefit.

    • Fold Res Field: select the contract field this benefit is tied to using the drop-down menu. If this field is selected on the contract, then this benefit becomes visible.

活动部分

  • 活动类型:从下拉菜单中选择当员工选择该福利时自动创建的活动类型。

  • 活动创建: 选择活动创建的时间,可以是 员工签署合同时,也可以是 合同被会签 时。点击所需选项旁边的单选按钮。

  • 活动创建类型:选择创建活动的参数,可以是 福利设置时福利修改时。点击所需选项旁边的单选按钮。

  • 分配给:使用下拉菜单,选择活动自动分配给的指定用户。

签署部分

  • 签署模板:如果员工选择该福利时需要签署文件,请从下拉菜单中选择文档模板。

    例如,关于使用公司车辆的福利,可能要求员工签署一份确认公司车辆政策的文件。

描述选项卡

在此选项卡中提供任何额外信息,以帮助阐明该福利。

个人信息

Odoo 中的每个员工都有一张*员工卡*,当候选人成为员工时就会创建该卡。该卡包括所有个人信息、简历、工作信息和文件。

个人信息是从应聘者获得职位后填写的薪资套餐配置表中收集的。这些个人信息会在员工被录用后转入员工卡中。

要查看员工卡,请转到 员工 应用程序主仪表板,然后点击员工卡。

注解

员工卡可以视为员工的个人档案。

个人信息 部分列出了可在员工卡上输入的所有字段。要访问此部分,请访问 薪酬管理应用程序 ‣ 配置 ‣ 薪资套餐配置器:个人信息

A list of all the personal information that appears on the employee card to enter.

To edit a personal info entry, select an entry from the list on the Personal Info page, and modify the personal info on the form that appears.

To create a new personal info entry, click the New button.

The required fields, aside from entering the Information name, are Related Model, Related Field, and Category.

Select a Related Model from the drop-down menu. Employee populates the field by default, but the Bank Account option is also available if the information is related to a bank account, instead.

Select a Related Field from the drop-down menu that best describes what kind of personal information this entry is, and where it is stored in the backend. Then, select a Category from the drop-down menu that the personal information should be under, such as Address or Personal Documents.

The two most important fields on the personal info form are Is Required and Display Type.

Checking the Is Required box makes the field mandatory on the employee’s card. The Display Type drop-down menu allows for the information to be entered in a variety of ways, like a Text box, to a customizable Radio button, a Checkbox, a Document, and more.

新建个人信息条目。

简历

The resumé section, housed within the salary package configurator section of the settings menu, is how salary information rules are configured when offering a position to potential employees.

When an offer is sent to a prospective employee, the values for the offer are computed from these settings, and appear on the offer page.

To configure this section, navigate to Payroll app ‣ Configuration ‣ Salary Package Configurator: Resumé.

By default, there are three Salary Structure Types pre-configured in Odoo: Worker, Employee, and None.

Each Salary Structure Type has several rules configured. These affect how an offer is calculated using that particular Salary Structure Type.

To create a new rule, click the New button, and a blank Contract Salary Resumé form loads.

在表格中输入以下信息:

  • Information: type in a name for this field.

  • 类别:使用下拉菜单选择该值所在的类别。默认选项为 月薪月福利年福利`和 :guilabel:`总计

    如有需要,可设立新类别。

    点击 新建 按钮,然后在 名称 字段中输入新类别的名称。然后,从下拉菜单中选择 周期 月度年度。最后,输入序列的编号。这与该规则在 薪资结构类型 规则列表中的位置相对应。

    最后,点击 保存并关闭

  • 影响月度总计:如果在计算月度总计时添加此值,请勾选该复选框。

  • 计量单位:选择此规则的数值类型,可以是 货币天数`或 :guilabel:`百分比

    货币 表示设定的货币价值,天数 表示休假形式的补偿,百分比 表示根据其他指标(如佣金)授予的货币价值。

  • 薪资结构类型:从下拉菜单中选择该规则嵌套在哪个 薪资结构类型 下。

  • 值类型:使用下拉菜单选择值的计算方式。默认选项为 固定值合同值工资单值福利值总和月度总计

  • 代码:从下拉菜单中选择此规则适用的代码。

填写净工资规则表,并提供净工资的所有信息。

工作

由于 薪酬管理 应用程序负责为特定工作职位的员工付款,因此可在 薪酬管理招聘 应用程序中找到完整的工作职位列表。

工作职位

The job positions listed in the Payroll application are identical to the job positions listed in the Recruitment application. If a new job position is added in the Recruitment application, it is also visible in the Payroll application, and vice versa.

To view the job positions, navigate to Payroll app ‣ Configuration ‣ Jobs: Job Positions.

A list of all the job positions appear, along with the corresponding department, on the Job Position page.

A list of all the job positions and corresponding departments.

To create a new job description, click the New button and a job form appears.

Enter the information on the form for the new position. The information is identical as to the information entered when creating a new job position in the Recruitment application.

Refer to the 工作职位 documentation for more details on how to fill out this form.