สัญญา¶
Every employee in Odoo is required to have a running contract in order to be paid. A contract outlines the terms of an employee's position, compensation, working hours, and any other relevant terms.
Contracts are created and managed in the Payroll tab of an employee record. Employee records can be found by navigating to , or on the main dashboard of the Employees app.
Create a contract¶
Contracts are created by uploading a contract template and making any necessary modifications for the specific employee. Contract templates eliminate the need to configure new contracts every time an employee is hired.
Contract templates are created through the configuration menu of the Payroll or Employees apps and stored in the Documents app. If no contract templates exist, or if a new contract template is needed, create a new template.
Having multiple contract templates allows for faster contract creation for commonly filled employment positions, such as full time, part time, seasonal, etc.
To create a new contract from a template, open the employee record and click into the Payroll tab. Click Load a Template, and a Contract Template Load pop-up window appears.
Using the drop-down menu, select the contract template for the employee, then click Load. The various fields from the template populate the corresponding fields in the Payroll tab, and the updates are recorded in the chatter. Additional sections may appear, depending on the contract template. Then, make any required modifications to the fields in the various sections of the Payroll tab.
Important
To access contract templates, the Salary Configurator (hr_contract_salary) module must
be installed. Depending on the installed payroll localization, different sections and fields may appear in the Payroll tab.
Contract overview section¶
The only field not modified after loading a contract template is the Contract field. This field specifies the start date of the contract.
Click into the Contract field to reveal a calendar selector. Click the start date for the contract. Once a date is selected, a to field appears next to the start date. By default, Indefinite is displayed in gray, indicating the contract does not expire. If there is a set end date for the contract, click into the Indefinite field, and click on the contract end date to select it.
Note
This field may remain blank if a start date is not known. Once the contract is signed, that date is set as the Start Date.
Create contract templates¶
To create a new contract template, navigate to , or . Both methods open the Contract Templates dashboard.
Click the New button, and a blank contract template form loads. Configure the following fields in the various sections of the form:
General information section¶
Template Name: Enter a brief descriptive name for the template. This should be clear and easily understood, as this name appears in the Recruitment application, as well.
Job: Select the job position the contract template applies to from the drop-down menu. If blank, the template applies to all job positions.
Department: Select the department the contract template applies to from the drop-down menu. If blank, the template applies to all departments.
HR Responsible: Select the employee responsible for validating contracts, using this template, using the drop-down menu.
Contract overview section¶
Wage Type: Select either Fixed Wage or Hourly Wage from the drop-down menu. Select Fixed Wage for salaried employees, and select Hourly Wage for employees who are paid based on their logged work hours.
Pay Schedule: Using the drop-down menu, select how often the employee is paid. The default options are: year, half-year, quarter, 2 months, month, half-month, 2 weeks, week, or day.
Wage: Enter the gross wage. The time period presented in this field reflects what is selected for the Pay Schedule field.
Tip
It is recommended to populate the Yearly Cost (Real) field first, since that value is used to automatically calculate the Wage. If the Yearly Cost (Real) is updated, the Wage field updates as well.
Contract Type: Using the drop-down menu, select one of the 18 default types of contracts. This list is the same as the employment type.
Pay Category: Select one of the default pay categories using the drop-down menu. The default pay categories are Employee or Worker, which are pulled from the configured salary structures in the Payroll app. A new pay category can be created, if needed.
Note
In previous versions of Odoo, the Pay category was called Salary Structure Types.
To view, modify, or add pay categories, navigate to .
The Pay Category drop-down menu displays all the available working schedules. To modify or add to this list, navigate to . Click New, and create a new working schedule, or click on an existing working schedule and make edits.
Employer costs section¶
Yearly Cost: Enter the total yearly cost the employee costs the employer. When this value is entered, the Monthly Cost and Wage fields are automatically updated.
Monthly Cost: This field is not editable. The value is automatically populated after the Yearly Cost (Real) is entered.
Important
The Wage, Yearly Cost, and Monthly Cost fields are all linked. If any of these fields are updated, the other two fields automatically update to reflect the change. It is best practice to check these three fields if any modifications have been made, to ensure they are accurate.
Wage on Signature: Enter the monthly wage in the field.
Schedule section¶
Configure the following two fields in this section, to configure when the employee is expected to work:
Work Entry Source: Using the drop-down menu, select how the work entries are generated. This field is required. The options are:
Working Schedule: Work entries are generated based on the selected Working Schedule.
Attendances: Work entries are generated based on the employee's check-in records in the Attendances app. (This requires the Attendances app to be installed).
Planning: Work entries are generated based on the planned schedule for the employee from the Planning app. (This requires the Planning app to be installed).
Working Hours: Select one of the available Working Hours the employee is expected to work, using the drop-down menu. The selected working hours determine how work entries are generated, which determines the employees schedule and compensation. If this field is left blank, the employee can work as many or as few hours as desired each week, with no restrictions. The default options are Standard 40 hours/week, and Appointment Resource Default Calendar
Note
In previous versions of Odoo, Working Hours were called Working Schedules.
Benefits and deductions¶
Depending on the payroll localization for the company, the remaining sections either vary, or may not appear at all. For example, some entries may pertain to retirement accounts, health insurance benefits, and commuter benefits.
Enter the monetary amounts or percentages to specify how much of the employee's salary goes to the various benefits and deductions.
Signatories tab¶
This tab outlines which contract template to use when creating a new contract for an employee, and which to use when updating an existing contract. This section also outlines which signatures are required. Configure the following fields:
New Contract PDF Template: Select the default PDF that a new employee has to sign to accept an offer.
Contract Update PDF Template: Select the default PDF that a current employee has to sign to update their contract.
Once a PDF contract is uploaded, the following fields appear:
Contract Role: The label of the signature field to be signed. This field is configured on the PDF itself, through the Sign app, and cannot be modified.
Signatory: Using the drop-down menu, select the person who must sign for the Contract Role. The default options are:
Employee: Select this for the employee to sign the field.
HR Responsible: Select this to specify the user listed as the HR Responsible on the job position.
Specific Partner: Select this to have a specific individual sign the contract. When selected, the Partner field becomes active. Using the drop-down menu, select the specific user who must sign the contract in the Partner field.