README.rst

HR Payroll Period

Adds the concept of period in the human resources management.

The objective of the module is to create periods of time to be used in the human resources management flows such as specific payroll period of time or timesheet periods.

Regarding to payrolls, it adds the date of payment on the payslip and payslip batch. This date is automatically filled when selecting a period. It also adds a sequence on the payslip batch name and the company on the payslip batch.

Table of contents

• Installation
• Configuration
  • Create a fiscal year
• Usage
  • Create a payslip batch
• Known issues / Roadmap
• Bug Tracker
• Credits
  • Authors
  • Contributors
  • Maintainers

Installation

Install the payroll of your localization, then install this module.

Configuration

Create a fiscal year

Go to: Payroll -> Configuration -> Payroll Fiscal Year

• Select a type of schedule, e.g. monthly
• Select a duration, e.g. from 2015-01-01 to 2015-12-31
• Select when the payment is done, e.g. the second day of the next period
• Click on create periods, then confirm

The first period of the year is now open and ready to be used.

Some companies have employees paid at different types of schedule. In that case, you need to create as many fiscal years as types of schedule required. The same applies in a multi-company configuration.

Usage

Create a payslip batch

Go to: Human Resources -> Payroll -> Payslip Batches

The first period of the fiscal year is already selected. You may change it if you manage multiple types of schedules.

• Click on Generate Payslips

The employees paid with the selected schedule are automatically selected.

• Click on Generate
• Confirm your payslips
• Click on Close

The payroll period is closed automatically and the next one is open.

Known issues / Roadmap

1. Currently it is not possible to close the HR fiscal year before the end of the end of the last period. When implementing this feature, contracts and opened payslips should be updated with the new period assigned.
2. It is not possible to use the date_range module in server tools to generate semi-monthly periods so those periods are generated as in previous versions.
3. The date_range module does not allow to create a period for just one day.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smashing it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

• Savoir-faire Linux

Contributors

• David Dufresne <david.dufresne@savoirfairelinux.com>
• Maxime Chambreuil <maxime.chambreuil@savoirfairelinux.com>
• Pierre Lamarche <pierre.lamarche@savoirfairelinux.com>
• Salton Massally <smassally@idtlabs.sl>
• Guewen Baconnier <guewen.baconnier@camptocamp.com>
• Jordi Ballester Alomar <jordi.ballester@eficent.com>
• Serpent Consulting Services Pvt. Ltd. <support@serpentcs.com>
• Aaron Henriquez <aheficent@eficent.com>

Maintainers

This module is maintained by the OCA.

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

This module is part of the OCA/hr project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.