Human resources

• Attendances
  • Access rights
    • Approvers
  • Configuration
    • Modes
    • Extra hours
  • Overview
    • Views
    • Filters and groups
      • Filters
      • Groups
    • Attendance log details
      • Main details
      • Check in/check out details
    • Errors
  • Reporting
    • Check in and out
      • Check in
      • Check out
    • Kiosks
      • Configuration
        • Kiosk Mode section
        • Kiosk Settings section
      • Kiosk mode
      • Check in and out with a kiosk
        • Badge
        • RFID
        • Manually
          • PIN
        • Confirmation message
    • Hardware
      • Kiosk devices
      • Badges
        • Barcode scanners
      • RFID key fob readers
• Employees
  • New employees
    • General information
      • Required fields
      • Optional fields
    • Additional information tabs
      • Resumé tab
        • Resumé
        • Skills
          • Skill types
      • Work information tab
      • Private information tab
      • HR settings tab
    • Documents
  • Departments
    • Create new departments
    • Departments dashboard
      • Kanban view
      • List view
      • Hierarchy view
  • Certifications
    • View certifications
      • View certifications by expiration status
    • Log a certification
  • Offboarding
    • Archive an employee
      • Send HR documents access link
  • Employee retention report
    • Employee retention rate comparison report
• Appraisals
  • Configuration
    • Settings
      • Feedback templates
      • Appraisals
        • Appraisals plans
        • 360 feedback
    • Evaluation scale
    • 360 feedback
      • New appraisals
        • Appraisals dashboard
        • Create an appraisal
          • Ask for feedback
          • Appraisal form
            • Employee’s feedback
            • Manager’s feedback
            • Skills tab
            • Private Note tab
          • Schedule a meeting
        • Complete an appraisal
      • Goals
        • New goal
        • Completed goals
      • Appraisal analysis
        • Group by status
        • Use case: view only the user’s appraisals
      • Skills evolution
        • Skills evolution report
        • Use case: Identify employees with specific skills
        • Use case: Assess highest improvement
• Frontdesk
  • Configuration
    • Stations
      • Options tab
      • Side Message tab
    • Drinks
  • Station dashboard
  • Kiosk setup
  • Reporting
    • Visitors
      • Visitor list
      • Planned visitors
      • Visitor flow
        • Visitor check in
        • Drinks
        • Notifications
        • Check out
• Fleet
  • Settings
    • End Date Contract Alert
    • New Vehicle Request
  • Manufacturers
    • Add a manufacturer
      • Vehicle models
        • Preconfigured models
        • Add a new model
          • Information tab
            • Model section
            • Salary section
            • Engine
          • Vendors tab
        • Model category
          • Add a new model category
      • New vehicles
        • Vehicle form fields
          • Driver section
            • Create a new driver
              • General information
              • Contacts & Addresses tab
              • Sales & Purchase tab
                • Sales section
                • Misc
              • Internal Notes tab
          • Vehicle section
          • Tax Info tab
            • Fiscality
            • Contract
          • Model tab
          • Note tab
      • Services
        • Create service records
          • Create service type
          • Create vendor
            • General information
              • Contacts & Addresses tab
              • Sales & Purchase tab
                • Sales
                • Misc
              • Internal Notes tab
        • List of services
          • View services
            • List view
              • Add a service
            • Kanban view
              • Schedule activities
              • Add a service
            • Graph view
            • Pivot view
            • Activity view
              • Schedule an activity
      • Accidents
        • Structure
        • Log accidents and repairs
        • Service stages
          • Service record
          • Kanban view
        • Accident reporting
          • Services dashboard
          • Reporting dashboard
        • Manage accident repairs
• Payroll
  • Settings
    • Accounting
    • Localizations
    • Time off
    • Payroll
  • Contracts
    • Templates
      • Salary information tab
      • Pre-tax benefits and post-tax deductions
    • Employment types
  • Work entries
    • Work entry types
      • New work entry type
        • General information section
        • Display in payslip section
        • Unpaid section
        • Valid for advantages section
        • Time off options section
        • Reporting section
    • Working schedules
      • New working schedule
  • Salary
    • Structure types
      • New structure type
      • New default working hours
    • Structures
    • Rules
      • Top section
      • General tab
        • Conditions
        • Computation
        • Company contribution
      • Description tab
      • Accounting tab
    • Other input types
  • Salary package configurator
    • Benefits
      • General information section
      • Display section
      • Activity section
      • Sign section
      • Description tab
    • Personal info
    • Resumé
  • Jobs
    • Job positions
      • Contracts
        • New contract form
        • General information section
        • Contract Details tab
          • Sign section
          • Accounting section
          • Part Time section
          • Notes section
          • Modify a contract template
            • Modifying document templates
        • Personal documents
        • Send the contract
        • Salary attachments
      • Work entries
        • Add a new work entry
        • Conflicts
          • Time off conflicts
            • Resolve on work entry
            • Resolve on time off request
        • Regenerate work entries
        • Generating payslips
          • Printing payslips
        • Time off to report
          • Defer multiple time off entries
          • Defer individual time off entries
      • Salary attachments
        • Salary attachment types
          • Create new salary attachment types
        • Create a salary attachment
        • Manage salary attachments
          • Completed salary attachments
          • Cancel salary attachments
      • Payslips
        • To pay
          • Create a new payslip
            • Payslip form
              • Worked days & inputs tab
              • Salary computation tab
              • Other info tab
            • Process the new payslip
        • All payslips
        • Batches
          • Create a new batch
          • Process a batch
          • Generate warrant payslips
      • Reporting
        • Default reports
          • Payroll
            • Line chart
            • Bar chart
            • Pie chart
            • Pivot table
        • Filters
      • Work entry analysis
        • Work entry analysis comparison
        • Use case: overtime report comparison
      • Salary attachment report
        • Compare to previous year
      • Payroll localizations
        • List of countries
          • Australia
            • Setting up employees
              • Employee settings
              • Employee private information
              • Super accounts and funds
              • Contracts
                • Employment contract creation: recommended steps
                • 1. Basic contractual information
                • 2. Salary Information tab
                • 3. Australia tab
                • 4. Salary attachments
                • 5. Run the contract
            • Prepare pay runs
              • Regular
              • Out-of-cycle
            • Finalise pay runs
              • Validate payslips
              • Submit payroll data to the ATO
              • Pay employees
              • Impact on accounting
            • Other payroll flows
              • Paying super contributions
              • Terminating employees
              • Switching from another STP software to Odoo
              • STP finalisation
                • EOFY finalisation
                • Individual finalisation
              • Adjustments
                • Amend finalisation
                • Full file replacements
                • Zero out YTD values
            • Payroll links to other apps
              • Time Off
              • Expenses
            • Advanced configurations
              • Other input types
              • Work entry types
            • Current limitations
            • Employment Hero integration
              • Configuration
              • The API explained
          • Belgium
            • Understanding the Belgian payslip
              • Overview
              • General information
              • Work entries
              • Payroll calculation
            • December pay
              • Why a December settlement?
              • Reduction of working hours
              • Inability to use vacation days
                • New rule (effective end of 2024)
              • Employer payment responsibilities
              • Example calculation
              • How to do it in Odoo
            • Departure: holiday attests
              • Overview
              • Types of attestations
              • Calculation logic in Odoo
              • How does it work in Odoo?
              • Important Notes
            • Departure: notice period & termination fees
              • Overview
              • Key features
              • Notice period calculation
              • Notice duration rules
                • For resigned employees
                • For dismissed employees
              • Special case: employees hired before 2014
                • Part 1: Seniority acquired before December 31, 2013
                • Part 2: Seniority acquired from January 1, 2014 onwards
              • Severance pay calculation
              • How does it work in Odoo?
              • Conclusion
            • DIMONA
              • What is the Dimona?
                • Obligation
                • Concept and terminology
                  • Employer-worker relationship
                  • Dimona period
                  • Dimona number
                  • Dimona characteristics
                  • Receipt confirmation
                  • Receipt acknowledgment
                  • Notification
                • Channels
              • Dimona in Odoo
                • Manual
                • Automated
                  • Contract and employee data
                  • Error handling
                  • Synchronization status
                  • Scheduled action
                  • Technical configuration (outside Odoo)
                  • Functional configuration (within Odoo)
            • DmfA - Multifunctional Declaration
              • Overview
              • Relationship with Dimona and DRS
                • Dimona (immediate declaration)
                • DRS (social risks declaration)
              • Who submits the DmfA declaration?
                • Self-declaration options
                • Advantages of web submission
                • Advantages of batch submission
              • Third-Party submission options
              • Configuration
                • Company
                • Employee
                • Work entry type
                • Potential configuration errors
                • Web declaration
                • Batch declaration
            • Double holiday pay
              • How is double holiday pay calculated?
              • Impact of additional or European leave
              • Factors affecting the calculation
              • Withholding tax calculation
                • Tax brackets
                • Tax exemption
                • Tax reductions
                • Final tax calculation
              • Generate a batch in Odoo
              • Conclusion
            • Eco vouchers
              • Overview
              • Eligibility & allocation
              • Exceptions & adjustments
              • Usage & validity
            • End of year bonus
              • Calculation of the thirteenth-month salary
                • Eligibility criteria
                • Salary calculation
              • Withholding tax calculation
                • Tax brackets
                • Tax exemption
                • Tax reductions
                • Final tax calculation
              • How to do it in Odoo
            • Holiday pay recovery
              • Understanding holiday pay in Belgium
              • Recovery of simple holiday pay
              • Recovery of double holiday pay
              • How to configure in Odoo
            • Individual accounts
              • Introduction
              • Required information in the individual account
              • Responsibility for establishing and updating the individual account
              • Storage and retention period of the individual account
              • When must workers receive a copy of their individual account?
              • Generate individual accounts in Odoo
            • Intellectual property and 273 sheets
              • Introduction
              • Tax rates and calculation
              • Benefits of Author’s Rights in employment contracts
              • Tax treatment of Author’s Rights income
              • Odoo integration for Declaration 273S
                • Set up Author’s Rights in Odoo
                • Generate the 273S form
                • File the 273S Declaration
              • Conclusion
            • Representation fees
              • Introduction
              • Breakdown of the threshold
              • Calculation of representation fees
                • Conditions for payment
                • Determining the work time rate
                • Applying the threshold and pro-rating rules
                • Final calculation
              • Conclusion
            • Sick time off and relapse
              • Sick leave with guaranteed salary
              • Sick leave without guaranteed salary
              • Management in Odoo
            • Social Balance Sheet
              • Introduction
              • Contents of the Social Balance Sheet
              • Scope of the Social Balance Sheet
              • Obligations by entity type
                • Companies, associations, and foundations required to publish a Social Balance Sheet
                • Entities required to file a separate Social Balance Sheet
              • Social Balance Sheet models
              • Assistance in completing the Social Balance Sheet
              • Submitting a separate Social Balance Sheet
              • Generating Social Balance Sheet in Odoo
            • Social Security certificate
              • Accessing the Social Security certificate
              • Exporting the report
            • Time off
              • Legal time off
                • Holiday entitlement calculation
                • Maximum holiday entitlement
                • Legal time off allocation
              • European time off
                • How does it work?
                • How are these days paid?
            • Working schedule change
              • Steps to change an employee’s working schedule
              • Result
            • Work entries exports
              • What are work entries?
              • Main concepts
                • General
                • Work entries
                • Work entry types
                • Time off types
              • Steps to generate the work entries of your staff
              • Export work entries
                • Introduction
                • How does it work?
                • What does it mean in terms of data management?
                • What’s the advantage of exporting to SD worx?
                • Steps to set up the SD Worx module
            • 274.XX sheets
              • Declaration 274.10
              • Declarations 274.32, 274.33, 274.34
                • Withholding tax exemptions for research employees
                • Tax exemption details
                • Capping rules
              • How it works in Odoo
            • 281.10 Declaration
              • Introduction
              • Generating the declaration in Odoo
                • Global XML declaration
                • Individual PDF declaration
              • Submitting the XML declaration
            • 281.45 Declaration
              • Introduction
              • Generating the declaration in Odoo
                • Global XML declaration
                • Individual PDF declaration
              • Submitting the XML declaration
          • Hong Kong
            • Create employees
            • Manage contracts
            • Generate payslips
              • Batch payslips
              • Individual payslips
            • Pay employees
            • Attendances and hourly wage
            • Time Off with Payroll
            • Understanding 713 Ordinance
            • Generate reports
              • IRD report
              • Manulife MPF sheet
              • HSBC autopay report
• Time Off
  • Configuration
    • Time off types
      • Create time off type
        • Time Off Requests section
        • Allocation Requests section
        • Configuration section
        • Negative Cap section
        • Payroll section
        • Timesheets section
        • Display Option section
    • Accrual plans
      • Create accrual plan
        • Rules
    • Public holidays
      • Create public holiday
    • Mandatory days
      • Create mandatory days
  • Overview
  • Reporting
    • By employee
    • By type
      • Allocations
        • Allocate time off
          • Multiple Allocations
        • Request allocation
      • Request time off
      • My time
        • Dashboard
        • My time off
        • My allocations
      • Management
        • Manage time off
        • Manage allocations
• Recruitment
  • Settings
    • Job posting
    • Recruitment process
      • Send interview survey
      • Send SMS
      • CV display
      • CV digitization (OCR)
      • Salary package configurator
  • Kanban view
  • Customize stages
    • New stage
    • Modify stage
      • Edit stage form
    • Delete stage
  • Email templates
    • Job positions
      • Create a new job position
        • Edit a new job position
        • Create interview form
    • Recruitment flow
      • New
        • Resumé
        • Send interview
      • Initial qualification
      • First interview
      • Second interview
      • Contract Proposal
      • Contract Signed
      • Refuse applicant
    • Add new applicants
      • Quick add
      • New applicant form
        • Applicant section
        • Job section
        • Contract section
        • Application Summary tab
        • Skills tab
    • Schedule interviews
      • Recruitment team scheduled interviews
        • New event pop-up window
          • More options
        • Send meeting to attendees
      • Applicant scheduled interviews
        • Modify stage
        • Send email
        • Schedule interview
    • Offer job positions
      • Contract proposal
        • Universal fields
        • Send offer
        • Configure your package
      • Contract signed
      • Create employee
    • Refuse applicants
      • Refuse reasons
        • Create or modify refuse reasons
      • Send refusal email
      • View refused applicants
    • Source analysis reporting
      • Open report
      • Source effectiveness report
        • Medium
    • Recruitment analysis
      • Recruitment analysis report
        • Pivot table view
          • Use case: applicants with referrals
            • Hired through referrals
    • Time in stage analysis
      • Time in stage analysis report
        • Use case: comparing times by month
    • Team performance reporting
      • Open report
        • Pivot table view
      • Use case: recruiter performance over time
• Referrals
  • Onboarding
    • Modifying onboarding slides
  • Hired referrals
    • Modify friends
  • Levels
    • Modify levels
    • Level up
      • Share job positions
        • View Jobs
        • Refer friends
        • Share a job
          • Link
          • Facebook
          • X (formerly Twitter)
          • LinkedIn
          • Email a friend
      • Referral points
        • My referrals
          • Points
      • Rewards
        • Create rewards
        • Redeem rewards
      • Alerts
        • Create an alert
        • Dismiss an alert
      • Reporting
        • Employees referral analysis report
          • Use case: hired referrals
• Lunch
  • Settings
  • Locations
  • Alerts
    • Vendors
      • Vendor information
      • Availability
      • Orders
      • Extras
        • Configure extras
        • Add extras
    • Products
      • Product categories
    • Orders
      • Order Your Lunch
      • Placing orders
        • Add products to an order
          • Errors
        • Your Order summary
        • Submit an order
        • Track an order
        • Receive an order
      • My Orders
      • My Account
    • Manage user accounts
      • Cash Moves
        • Add funds
      • Control Accounts
    • Lunch management
      • Today’s Orders
        • Cancel orders
        • Send orders
        • Confirm orders
        • Notify employees
      • Control Vendors