odoo-forge-bundle 0.1.0

package/payload/skills/odoo18-docs/references/docs/applications/hr/payroll.md

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+---
+title: ""
+source_url: "https://docs.odoo.sbggai.top/applications/hr/payroll.html"
+---
+
+:show-content:
+# 
+# Payroll
+
+Odoo *Payroll* is used to process work entries and create payslips for employees. *Payroll* works in
+conjunction with other Odoo apps, such as *Employees*, *Time Off*, *Attendances*, and *Planning*.
+
+The *Payroll* app helps ensure there are no issues or conflicts when validating work entries. It
+also handles country-specific localizations to ensure payslips follow local rules and taxes, and
+allows for salary assignments.
+
+# Settings
+
+Configure the *Payroll* app by navigating to :menuselection:`Payroll app --> Configuration -->
+Settings`. The various settings for accounting, localizations, time off, alerts, and payslips are
+specified here.
+
+.. _payroll-accounting:
+
+## Accounting
+
+The accounting section of the configuration menu relates to three options:
+
+- :guilabel:`Payroll Entries`: enable this option to post payroll slips in accounting.
+- :guilabel:`Payroll SEPA`: enable this option to create SEPA payments.
+- :guilabel:`Batch Account Move Lines`: enable this option to have a single account move line
+  created from all the accounting entries from the same period. This disables the generation of
+  single payments.
+
+.. _payroll-localizations:
+
+## Localizations
+
+*Localizations* are country-specific settings pre-configured in Odoo at the creation of the
+database, which account for all taxes, fees, and allowances for that particular country.
+
+The :guilabel:`Localization` section of the *Payroll* app :guilabel:`Settings` page may include
+specific settings that need to be set for the specific country. This selection also provides a
+detailed view of all benefits provided to employees.
+
+The settings and options shown in this section varies, depending on the localization enabled for the
+database.
+
+> **warning**:
+>    It is **not** recommended to alter the localization settings, unless specifically required.
+
+> **note**:
+>    Odoo can handle a multi-company configuration. This is generally done when there is a main
+   company or office location, such as a headquarters, and there are other offices/branches around
+   the country or globe, that fall under that main company or headquarters. In Odoo, each company,
+   including the headquarters, would be set up as their own company/branch using the multi-company
+   method.
+
+   Each individual company can have a different localization setting, since locations can vary
+   anywhere in the world, where rules and laws differ.
+
+   For more information on companies, refer to the :doc:`Companies <../general/companies>`
+   documentation, which covers how to set up companies.
+
+## Time off
+
+- :guilabel:`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 :guilabel:`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).
+
+## Payroll
+
+- :guilabel:`Contract Expiration Notice Period`: enter the number of :guilabel:`Days` before a
+  contract expires, and Odoo notifies the responsible person about the upcoming expiration at that
+  time.
+- :guilabel:`Work Permit Expiration Notice Period`: enter the number of :guilabel:`Days` before a
+  work permit expires, and Odoo notifies the responsible person about the upcoming expiration at
+  that time.
+- :guilabel:`Payslip PDF Display`: enable this option to show the payslip's PDF when the state is
+  validated.
+
+.. _payroll/work-entries-config:
+
+# Contracts
+
+In order for an employee to be paid, they **must** have an active contract for a specific type of
+employment. Creating and viewing contract templates, and creating and viewing employment types, is
+possible from this section of the configuration header menu.
+
+.. _payroll/contract-templates:
+
+## Templates
+
+Contract templates are used when sending an offer to a candidate.
+The contract template forms the basis of an offer, and can be modified for specific candidates or
+employees, when necessary. If a contract template is created or modified in the *Payroll*
+application, the changes are also reflected in the *Recruitment* application.
+
+> **important**:
+>    To access contract templates, the *Salary Configurator* (`hr_contract_salary`) module **must** be
+   :ref:`installed <general/install>`.
+
+To view all the current contract templates in the database, navigate to :menuselection:`Payroll app
+--> Configuration --> Contracts: Templates`.
+
+On the :guilabel:`Contract Templates` page, all current contract templates appear in a list view. To
+view the details of a contract template, click anywhere on the line to open the contract form. The
+contract template can be modified from this form. Proceed to make any desired changes to the
+contract.
+
+To create a new contract template, click the :guilabel:`New` button. Then, enter the following
+information on the blank contract template form that appears:
+
+- :guilabel:`Contract Reference`: enter a brief description for the template. This should be clear
+  and easily understood, as this name appears in the *Recruitment* application, as well.
+- :guilabel:`Working Schedule`: select the desired working schedule the contract applies to from the
+  drop-down menu. If a new working schedule is needed, create a :ref:`new working schedule
+  <payroll/new-working-schedule>`.
+- :guilabel:`Work Entry Source`: select how the work entries are generated. Choices are either:
+
+  - :guilabel:`Working Schedule`: work entries are generated based on the selected working schedule.
+  - :guilabel:`Attendances`: work entries are generated based on the employee's attendance, as they
+    are logged in the *Attendances* application. Refer to the :ref:`Attendances
+    <attendances/check-in>` documentation for information on checking in and out.
+  - :guilabel:`Planning`: work entries are generated based on the employee's planning in the
+    *Planning* application.
+
+- :guilabel:`Salary Structure Type`: select the :ref:`salary structure type
+  <payroll/structure-types>` from the drop-down menu.
+- :guilabel:`Department`: select the department the contract template applies to from the drop-down
+  menu. If blank, the template applies to all departments.
+- :guilabel:`Job Position`: select the :ref:`job position <payroll/job-positions>` the contract
+  template applies to from the drop-down menu. If blank, the template applies to all job positions.
+- :guilabel:`Wage on Payroll`: enter the monthly wage in the field.
+- :guilabel:`Contract Type`: select the type of contract from the drop-down menu. This list is the
+  same as the :ref:`Employment Types <payroll/employment-types>`.
+- :guilabel:`HR Responsible`: select the employee responsible for validating contracts, using this
+  template, from the drop-down menu.
+- :guilabel:`New Contract Document Template`: select a default document that a new employee has to
+  sign to accept an offer.
+- :guilabel:`Contract Update Document Template`: select a default document that a current employee
+  has to sign to update their contract.
+
+.. image:: payroll/contract-template.png
+   :align: center
+   :alt: A new contract template form, with the fields filled in.
+
+### Salary information tab
+
+- :guilabel:`Wage Type`: select either :guilabel:`Fixed Wage` or :guilabel:`Hourly Wage` from the
+  drop-down menu.
+- :guilabel:`Schedule Pay`: using the drop-down menu, select how often the employee is paid. Options
+  include :guilabel:`Annually`, :guilabel:`Semi-annually`, :guilabel:`Quarterly`,
+  :guilabel:`Bi-monthly`, :guilabel:`Monthly`, :guilabel:`Semi-monthly`, :guilabel:`Bi-weekly`,
+  :guilabel:`Weekly`, or :guilabel:`Daily`.
+- :guilabel:`Wage`: enter the gross wage. The time period presented in this field is based on what
+  is selected for the :guilabel:`Scheduled Pay` field. It is recommended to populate the
+  :guilabel:`Yearly Cost (Real)` field *first*, since that entry updates this field automatically.
+- :guilabel:`Yearly Cost (Real)`: enter the total yearly cost the employee costs the employer. When
+  this value is entered, the :guilabel:`Monthly Cost (Real)` is automatically updated.
+- :guilabel:`Monthly Cost (Real)`: this field is **not** editable. The value is automatically
+  populated after the :guilabel:`Yearly Cost (Real)` is entered.
+
+> **important**:
+>    The :guilabel:`Schedule Pay`, :guilabel:`Wage`, and :guilabel:`Yearly Cost (Real)` 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.
+
+.. image:: payroll/salary-information.png
+   :align: center
+   :alt: The salary information tab, with the fields filled in.
+
+### Pre-tax benefits and post-tax deductions
+
+Depending on the localization settings set for the company, the entries presented in this section
+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/or deductions.
+
+.. _payroll/employment-types:
+
+## Employment types
+
+To view all the pre-configured employment types, navigate to :menuselection:`Payroll application -->
+Configuration --> Contracts: Employment Types`.
+
+The employment types are presented in a list view on the :guilabel:`Employment Types` page.
+
+The default employment types are :guilabel:`Permanent`, :guilabel:`Temporary`, :guilabel:`Seasonal`,
+:guilabel:`Interim`, :guilabel:`Full-Time`, :guilabel:`Part-Time`, and :guilabel:`Permanent`.
+
+To make a new employment type, click the :guilabel:`New` button in the upper-left corner, and a
+blank line appears at the bottom of the :guilabel:`Employment Types` page.
+
+On this new blank line, enter the name of the employment type in the :guilabel:`Name` column. If the
+employment type is country-specific, select the country using the drop-down menu in the
+:guilabel:`Country` column. If a country is selected, then the employment type is *only* applicable
+for that specific country.
+
+To rearrange the order of the employment types, click the :guilabel:`six small gray boxes` icon to
+the left of the employment type :guilabel:`Name`, and drag the line to the desired position on the
+list.
+
+.. image:: payroll/employment-types.png
+   :align: center
+   :alt: The employment types in the database by default, in a list view.
+
+.. _payroll/work-entries:
+
+# Work entries
+
+A *work entry* is an individual record on an employee's timesheet. Work entries can be configured to
+account for all types of work and time off, such as :guilabel:`Attendance`, :guilabel:`Sick Time
+Off`, :guilabel:`Training`, or :guilabel:`Public Holiday`.
+
+.. seealso::
+   :doc:`Manage work entries <payroll/work_entries>`
+
+## Work entry types
+
+When creating a work entry in the *Payroll* application, or when an employee enters new time off types
+in *Time Off* application, a :guilabel:`Work Entry Type` needs to be selected. The list of
+:guilabel:`Work Entry Types` is automatically created based on localization settings set in the
+database.
+
+To view the current work entry types available, go to :menuselection:`Payroll app --> Configuration
+--> Work Entries --> Work Entry Types`.
+
+Each work entry type has a code to aid in the creation of payslips, and to ensure all taxes and fees
+are correctly entered.
+
+.. image:: payroll/work-entry-types.png
+   :align: center
+   :alt: List of all work entry types currently available for use, with the payroll code and color.
+
+### New work entry type
+
+To create a new :guilabel:`Work Entry Type`, click the :guilabel:`New` button, and enter the
+information for the following sections on the form.
+
+General information section
+***************************
+
+- :guilabel:`Work Entry Type Name`: the name should be short and descriptive, such as `Sick Time` or
+  `Public Holiday`.
+- :guilabel:`Payroll Code`: this code appears with the work entry type on timesheets and payslips.
+  Since the code is used in conjunction with the *Accounting* application, it is advised to check
+  with the accounting department for a code to use.
+- :guilabel:`External Code`: this code is used for exporting data to a third-party payroll service.
+  Check with the third-party being used to determine the :guilabel:`External Code` to enter for the
+  new work entry type.
+- :guilabel:`Color`: select a color for the particular work entry type.
+
+Display in payslip section
+**************************
+
+- :guilabel:`Rounding`: the rounding method selected determines how quantities on timesheet entries
+  are displayed on the payslip.
+
+  - :guilabel:`No Rounding`: entry is not modified.
+  - :guilabel:`Half Day`: entry is rounded to the closest half day amount.
+  - :guilabel:`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 :guilabel:`Rounding` is set to :guilabel:`No Rounding`, the
+   entry remains 5.5 hours. If :guilabel:`Rounding` is set to :guilabel:`Half Day`, the entry is
+   changed to 4 hours. If it is set to :guilabel:`Day`, it is changed to 8 hours.
+
+Unpaid section
+**************
+
+- :guilabel:`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
+****************************
+
+- :guilabel:`Meal Voucher`: if the work entry should count towards a meal voucher, check the box.
+- :guilabel:`Representation Fees`: if the work entry should count towards representation fees, check
+  the box.
+- :guilabel:`Private Car Reimbursement`: if the work entry should count towards a private car
+  reimbursement, check the box.
+
+Time off options section
+************************
+
+- :guilabel:`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 :guilabel:`Time Off` is checked, a :guilabel:`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.
+
+Reporting section
+*****************
+
+- :guilabel:`Unforeseen Absence`: if the work entry should be visible on the unforeseen absences
+  report, check this box.
+
+.. image:: payroll/new-work-entry-type.png
+   :align: center
+   :alt: New work entry type form with all fields to be filled in.
+
+.. _payroll/working-times:
+
+## Working schedules
+
+To view the currently configured working schedules, go to :menuselection:`Payroll app -->
+Configuration --> Work Entries --> Working Schedules`. The working schedules that are available for
+an employee's contracts are found in this list.
+
+Working schedules are company-specific. Each company **must** identify each type of working schedule
+they use. If the database is created for only one company, the company column is not available.
+
+.. example::
+   An Odoo database containing multiple companies that use a standard 40-hour work week needs to
+   have a separate working schedule entry for each company that uses the 40-hour standard work week.
+
+   A database with five companies that all use a standard 40-hour work week needs to have five
+   separate 40-hour working schedules configured.
+
+.. image:: payroll/working-schedules.png
+   :align: center
+   :alt: All working schedules available to use currently set up in the database for the company.
+
+.. _payroll/new-working-schedule:
+
+### New working schedule
+
+To create a new working schedule, click the :guilabel:`New` button, and enter the information on the
+form.
+
+The fields are auto-populated for a regular 40-hour work week but can be modified. First, change the
+name of the working time by modifying the text in the :guilabel:`Name` field. Next, make any
+adjustments to the days and times that apply to the new working time.
+
+In the :guilabel:`Working Hours` tab, modify the :guilabel:`Day of Week`, :guilabel:`Day Period`,
+and :guilabel:`Work Entry Type` selections by clicking on the drop-down menus in each column and
+making the desired selection. The :guilabel:`Work From` and :guilabel:`Work To` columns are modified
+by typing in the time.
+
+> **note**:
+>    The :guilabel:`Work From` and :guilabel:`Work To` times must be in a 24-hour format. For example,
+   `2:00 PM` would be entered as `14:00`.
+
+If the working time should be in a two-week configuration, click the :guilabel:`Switch to 2 weeks
+calendar` button in the top-left. This creates entries for an :guilabel:`Even week` and an
+:guilabel:`Odd week`.
+
+.. image:: payroll/new-working-schedule.png
+   :align: center
+   :alt: New working schedule form.
+
+# Salary
+
+.. _payroll/structure-types:
+
+## Structure types
+
+In Odoo, structure types are used to identify group of people referring to the same payroll rules.
+A structure type contains specific options and a subset of structures that will be used according
+the situation.
+
+In Odoo, an employee's payslip is based on *structures* and *structure types*, which both affect how
+an employee enters timesheets. Each structure type is an individual set of rules for processing a
+timesheet entry, which consists of different structures nested within it. Structure types define how
+often an employee gets paid, the working hours, and if wages are based on a salary (fixed) or how
+many hours the employee worked (varied).
+
+For example, a structure type could be `Employee`, and that structure type could have two different
+structures in it: a `Regular Pay` structure which includes all the separate rules for processing
+regular pay, as well as a structure for an `End of Year Bonus` which includes the rules only for the
+end of year bonus. Both the `Regular Pay` structure and `End of Year Bonus` structure are structures
+within the `Employee` structure type.
+
+The different :guilabel:`Structure Types` can be seen by navigating to :menuselection:`Payroll app
+--> Configuration --> Salary: Structure Types`.
+
+Two default structure types are configured in Odoo: :guilabel:`Employee` and :guilabel:`Worker`.
+
+Typically, :guilabel:`Employee` is used for salaried employees, which is why the wage type is
+:guilabel:`Monthly Fixed Wage`, and :guilabel:`Worker` is typically used for employees paid by the
+hour, so the wage type is :guilabel:`Hourly Wage`.
+
+.. image:: payroll/structure-type.png
+   :align: center
+   :alt: List of all currently configured structure types available to use.
+
+.. _payroll/new-structure-type:
+
+### New structure type
+
+To make a new structure type, click the :guilabel:`New` button, and a blank structure type form
+appears.
+
+Proceed to enter information in the fields. Most fields are pre-populated, but all the fields can be
+modified.
+
+- :guilabel:`Structure Type`: enter the name for the new structure type, such as `Employee` or
+  `Worker`.
+- :guilabel:`Country`: select the country that the new structure type applies to from the drop-down
+  menu.
+- :guilabel:`Wage Type`: select what type of wage the new structure type uses, either
+  :guilabel:`Fixed Wage` or :guilabel:`Hourly Wage`.
+
+  If the type is to be used for salaried employees, who receive the same wage every pay period,
+  select :guilabel:`Fixed Wage`.
+
+  If the type is to be used for employees, who receive wages based on how many hours they worked
+  during a pay period, select :guilabel:`Hourly Wage`.
+- :guilabel:`Default Scheduled Pay`: select the typical pay schedule for the new structure type from
+  the drop-down menu. Options are :guilabel:`Monthly`, :guilabel:`Quarterly`,
+  :guilabel:`Semi-annually`, :guilabel:`Annually`, :guilabel:`Weekly`, :guilabel:`Bi-weekly`,
+  :guilabel:`Bi-monthly`. This indicates how often this specific type of structure is paid out.
+- :guilabel:`Default Working Hours`: select the default working hours for the new structure type
+  from the drop-down menu. All available working hours for the currently selected company appear in
+  the drop-down menu. The default working hours that are pre-configured in Odoo is the
+  :guilabel:`Standard 40 hours/week` option. If the needed working hours do not appear in the list,
+  a :ref:`new set of default working hours can be created <new-default-working-hours>`.
+- :guilabel:`Regular Pay Structure`: type in the name for the regular pay structure. It will be
+  used as the default option when generating payslips.
+- :guilabel:`Default Work Entry Type`: For employees whose contracts is referred under this
+  structure type, the main work entry type used for all period of work is defined here. It will
+  commonly be set as **Attendance**,
+  :guilabel:`Overtime Hours`, :guilabel:`Generic Time Off`, :guilabel:`Compensatory Time Off`,
+  :guilabel:`Home Working`, :guilabel:`Unpaid`, :guilabel:`Sick Time Off`, :guilabel:`Paid Time
+  Off`, :guilabel:`Out Of Contract`, :guilabel:`Extra Hours`, and :guilabel:`Long Term Time Off`.
+
+  To view all the options for the :guilabel:`Default Work Entry Type`, click the :guilabel:`Search
+  More..` button at the bottom of the drop-down list.
+
+  Depending on the localization settings, this list may contain more options in addition to the
+  default options.
+
+.. image:: payroll/new-structure.png
+   :align: center
+   :alt: New structure type form to fill out when creating a new structure type.
+
+.. _new-default-working-hours:
+
+### New default working hours
+
+To make new default working hours, type the name for the new working hours in the :guilabel:`Default
+Working Hours` field on the new structure type form. Click :guilabel:`Create and edit`. A default
+working hours form pops up. The default working hours form has two sections, a general information
+section and a tab listing out all the individual working hours by day and time. When the form is
+completed, click :guilabel:`Save & Close`.
+
+- :guilabel:`Name`: type in the name for the new default working hours. This should be descriptive
+  and clear to understand, such as `Standard 20 Hours/Week`.
+- :guilabel:`Company`: select the company that can use these new default working hours from the
+  drop-down menu. Blank field means it's available for all companies.
+- :guilabel:`Average Hour Per Day`: the average hours per day field is auto-populated, based on the
+  working hours configured in the :guilabel:`Working Hours` tab. This entry affects resource
+  planning, since the average daily hours affect what resources can be used, and in what quantity,
+  per work day.
+- :guilabel:`Timezone`: select the time zone to be used for the new default working hours from the
+  drop-down menu.
+- :guilabel:`Company Full Time`: enter the number of hours per week an employee would need to work
+  to be considered a full-time employee. Typically, this is approximately 40 hours, and this number
+  affects what types of benefits an employee can receive, based on their employment status
+  (full-time vs part-time).
+- :guilabel:`Work Time Rate`: this percentage is auto-generated based on the entry for the
+  :guilabel:`Company Full Time` and the working hours configured in the :guilabel:`Working Hours`
+  tab. This number should be between `0.00%` and `100%`, so if the percentage is above `100%`, it is
+  an indication that the working times and/or :guilabel:`Company Full Time` hours need adjustment.
+- :guilabel:`Working Hours` Tab: this tab is where each day's specific working hours are listed.
+  When a new default working hour form is created, the :guilabel:`Working Hours` tab is
+  pre-populated with a default 40-hour week, with each day divided into three timed sections.
+
+  Every day has morning (8:00-12:00), lunch (12:00-13:00), and evening (13:00-17:00) hours
+  configured, using a 24 hour time format.
+
+  To adjust any of these hours, click on the specific field to adjust, and make the adjustment using
+  the drop-down menus, or in the specific case of the times, type in the desired time.
+
+  Keep in mind, working hours are company-specific, and cannot be shared between companies. Each
+  company needs to have their own working hours set.
+
+  > **note**:
+>      If the working hours are not consistent each week, and the hours are on a bi-weekly schedule
+     instead, click the :guilabel:`Switch to 2 week calendar` button at the top of the new default
+     working hours form. This changes the :guilabel:`Working Hours` tab to display two weeks of
+     working times that can be adjusted.
+
+## Structures
+
+*Salary structures* are the different situations an employee could be paid within a specific
+*structure*, and are specifically defined by various rules.
+
+The amount of structures a company needs for each structure type depends on how many different ways
+employees are paid, and how their pay is calculated. For example, a common structure that could be
+useful to add may be a `Bonus`.
+
+To view all the various structures for each structure type, go to :menuselection:`Payroll app -->
+Configuration --> Salary --> Structures`.
+
+Each :ref:`structure type <payroll/structure-types>` lists the various structures associated with
+it. Each structure contains a set of rules that define it.
+
+.. image:: payroll/salary-structure.png
+   :align: center
+   :alt: All available salary structures.
+
+Click on a structure to view its :guilabel:`Salary Rules`. These rules define how the payslip will
+be computed for the employee.
+
+.. image:: payroll/structure-regular-pay-rules.png
+   :align: center
+   :alt: Salary structure details for Regular Pay, listing all the specific Salary Rules.
+
+## Rules
+
+Each structure has a set of salary rules used to compute the various amounts considered in the pay.
+These rules are configured by the localization and affect the computation of the salaries. Modification
+or creation of rules should only be done when necessary.
+
+To view all the rules, go to :menuselection:`Payroll app --> Configuration --> Salary --> Rules`.
+Click on a structure (such as :guilabel:`Regular Pay`) to view all the rules.
+
+To make a new rule, click :guilabel:`New`. A new rule form appears. Enter the following information
+in the fields.
+
+### Top section
+
+- :guilabel:`Rule Name`: enter a name for the rule. This field is required.
+- :guilabel:`Category`: select a category the rule applies to from the drop-down menu, or enter a
+  new one. This field is required.
+- :guilabel:`Code`: enter a code to be used for this new rule. This field is required.
+- :guilabel:`Sequence`: enter a number indicating when this rule is calculated in the sequence of
+  all other rules.
+- :guilabel:`Salary Structure`: select a salary structure the rule applies to from the drop-down
+  menu, or enter a new one. This field is required.
+- :guilabel:`Active`: enable this toggle, so the rule is available for use. Disable the toggle to
+  continue to show it on the payslip, but skip the computation.
+- :guilabel:`Appears on payslip`: tick the checkbox to have the rule appear on employee printed
+  payslip.
+- :guilabel:`View on Employer Cost Dashboard`: tick the checkbox to have the rule appear on the
+  :guilabel:`Employer Cost` report, located on the *Payroll* app dashboard.
+- :guilabel:`View on Payroll Reporting`: tick the checkbox to have the rule appear on payroll
+  reports.
+
+.. image:: payroll/new-rule.png
+   :align: center
+   :alt: Enter the information for the new rule on the new rule form.
+
+### General tab
+
+Conditions
+**********
+
+- :guilabel:`Condition Based on`: select from the drop-down menu whether the rule is
+  :guilabel:`Always True` (always applies), a :guilabel:`Range` (applies to a specific range, which
+  is entered beneath the selection), or a :guilabel:`Python Expression` (the code is entered beneath
+  the selection). This field is required.
+
+Computation
+***********
+
+- :guilabel:`Amount Type`: select from the drop-down menu whether the amount is a :guilabel:`Fixed
+  Amount`, a :guilabel:`Percentage (%)`, or a :guilabel:`Python Code`. Depending on what is
+  selected, the fixed amount, percentage, or Python code needs to be entered next. This field is
+  required.
+
+Company contribution
+********************
+
+- :guilabel:`Partner`: if another company financially contributes to this rule, select the company
+  from the drop-down menu.
+
+### Description tab
+
+Provide any additional information in this tab to help clarify the rule. This tab only appears in
+the rule form.
+
+### Accounting tab
+
+- :guilabel:`Debit Account`: select the debit account from the drop-down menu the rule affects.
+- :guilabel:`Credit Account`: select the credit account from the drop-down menu the rule affects.
+- :guilabel:`Not computed in net accountability`: If checked, the amount of the rule will be show
+  independantly from the Net Salary, to allow a better reporting in Accounting.
+
+## Other input types
+
+When creating payslips, it is sometimes necessary to add other entries for specific circumstances,
+like expenses, reimbursements, or deductions. These other inputs can be configured by navigating to
+:menuselection:`Payroll app --> Configuration --> Salary --> Other Input Types`.
+
+.. image:: payroll/other-input.png
+   :align: center
+   :alt: A list of other input types for payroll that can be selected when creating a new entry for
+         a payslip.
+
+To create a new input type, click the :guilabel:`New` button. Enter the :guilabel:`Description`, the
+:guilabel:`Code`, and which structure it applies to in the :guilabel:`Availability in Structure`
+field.
+
+> **important**:
+>    The :guilabel:`Code` is used in the salary rules to compute payslips. If the
+   :guilabel:`Availability in Structure` field is left blank, it indicates that the new input type
+   is available for all payslips and is not exclusive to a specific structure.
+
+.. image:: payroll/input-type-new.png
+   :align: center
+   :alt: A new Input Type form filled in.
+
+.. _payroll/salary-attachment-types:
+
+# Salary package configurator
+
+The various options under the :guilabel:`Salary Package Configurator` section of the
+:menuselection:`Payroll app --> Configuration --> Salary Package Configurator` menu all affect an
+employee's potential salary.
+
+Depending on what information an employee enters (such as deductions, dependents, etc.), their
+salary is adjusted accordingly. When an applicant applies for a job on the company website, the
+sections under :guilabel:`Salary Package Configurator` directly affect what the applicant sees, and
+what is populated, as the applicant enters information.
+
+## Benefits
+
+When offering potential employees a position, there can be certain benefits set in Odoo, in addition
+to the salary, to make an offer more appealing (such as extra time off, the use of a company car,
+reimbursement for a phone or internet, etc.).
+
+To view the benefits, go to :menuselection:`Payroll app --> Configuration --> Salary Package
+Configurator: Benefits`. Benefits are grouped by :guilabel:`Structure type`, and the benefit listed
+for a particular structure type is only available for that specific structure.
+
+.. image:: payroll/benefits.png
+   :align: center
+   :alt: A list view of all the benefits available for each structure type.
+
+.. example::
+   A company has two structure types, one labeled :guilabel:`Employee`, and another labeled
+   :guilabel:`Intern`. The :guilabel:`Employee` structure type contains the benefit of using a
+   company car, while the :guilabel:`Intern` structure type has a meal voucher benefit available.
+
+   A person hired under the :guilabel:`Employee` structure type can use the company car benefit, but
+   cannot have meal vouchers. A person hired under the :guilabel:`Intern` structure type would have
+   meal voucher benefits available to them, not the use of a company car.
+
+To make a new benefit, click the :guilabel:`New` button, and enter the information in the fields on
+the blank benefits form.
+
+The various fields for creating a benefit are as follows:
+
+### General information section
+
+- :guilabel:`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.
+- :guilabel:`Benefits`: enter the name for the benefit. This field is required.
+- :guilabel:`Benefit Type`: select from the drop-down menu what type of benefit it is. Select from
+  :guilabel:`Monthly Benefit in Kind`, :guilabel:`Monthly Benefit in Net`, :guilabel:`Monthly
+  Benefit in Cash`, :guilabel:`Yearly Benefits in Cash`, or :guilabel:`Non Financial Benefits`. This
+  field is required.
+- :guilabel:`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,
+  :guilabel:`Wage`, :guilabel:`Wage with Holidays`, and :guilabel:`Work time rate`. Depending on the
+  localization settings, additional options are available.
+- :guilabel:`Related Type`: select from the drop-down menu what type of benefit it is. Select from
+  :guilabel:`Monthly Benefit in Kind`, :guilabel:`Monthly Benefit in Net`, :guilabel:`Monthly
+  Benefit in Cash`, :guilabel:`Yearly Benefits in Cash`, or :guilabel:`Non Financial Benefits`. This
+  field is required.
+- :guilabel:`Impacts Net Salary`: tick the checkbox if the benefit should impact the employee's net
+  salary.
+- :guilabel:`Requested Documents`: select any document that is required to be submitted for this
+  benefit, from the drop-down menu.
+- :guilabel:`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.
+- :guilabel:`Salary Structure Type`: select from the drop-down menu which salary structure type this
+  benefit applies to. This field is required.
+- :guilabel:`Unit of Measure`: select the metric that the benefit is granted, using the drop-down
+  menu. The options are :guilabel:`Days`, :guilabel:`Percent`, or :guilabel:`Currency`.
+
+.. image:: payroll/new-benefit.png
+   :align: center
+   :alt: A new benefit form filled out for an internet subscription.
+
+### Display section
+
+- :guilabel:`Show Name`: tick the checkbox to have the benefit name appear in the salary package
+  configurator.
+- :guilabel:`Display Type`: select from the drop-down menu how this benefit is displayed. The
+  options are :guilabel:`Always Selected`, :guilabel:`Dropdown`, :guilabel:`Dropdown Group`,
+  :guilabel:`Slider`, :guilabel:`Radio Buttons`, :guilabel:`Manual Input`, or :guilabel:`Text`. This
+  field is required.
+
+  Depending on the selection made, additional configurations need to be made. For example, if
+  :guilabel:`Radio Buttons` is selected, the individual radio buttons must be entered.
+- :guilabel:`Icon`: an icon from the [Font Awesome 4 library ](https://fontawesome.com/v4/icons/)
+  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.
+- :guilabel:`Hide Description`: tick the checkbox to hide the benefit description if the benefit is
+  not selected by the employee.
+- :guilabel:`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:
+
+  - :guilabel:`Fold Label`: enter a name for the folded section of the benefit.
+  - :guilabel:`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.
+
+### Activity section
+
+- :guilabel:`Activity Type`: from the drop-down menu, select the activity type that is automatically
+  created when this benefit is selected by the employee.
+- :guilabel:`Activity Creation`: select when the activity is created, either when the
+  :guilabel:`Employee signs his contract`, or when the :guilabel:`Contract is countersigned`. Click
+  the radio button next to the desired selection.
+- :guilabel:`Activity Creation Type`: select the parameters for when the activity is created, either
+  :guilabel:`When the benefit is set` or :guilabel:`When the benefit is modified`. Click the radio
+  button next to the desired selection.
+- :guilabel:`Assigned to`: select the user the activity is automatically assigned to, using the
+  drop-down menu.
+
+### Sign section
+
+- :guilabel:`Template to Sign`: if the employee is required to sign a document when selecting this
+  benefit, select the document template from the drop-down menu.
+
+  For example, a benefit regarding the use of a company car may require the employee to sign a
+  document acknowledging the company's car policies.
+
+### Description tab
+
+Provide any additional information in this tab to help clarify the benefit.
+
+## Personal info
+
+Every employee in Odoo has an *employee card* which is created when a candidate becomes an
+employee. This card includes all of their personal information, resume, work information, and
+documents.
+
+The personal information is gathered from the salary package configurator section that a
+candidate fills out after being offered a position. This personal information is then transferred to
+the employee card when they are hired.
+
+To view an employee's card, go to the main :menuselection:`Employees` app dashboard, and click on
+the employee's card.
+
+> **note**:
+>    An employee card can be thought of as an employee personal file.
+
+The :guilabel:`Personal Info` section lists all of the fields that are available to enter on the
+employee's card. To access this section, go to :menuselection:`Payroll app --> Configuration -->
+Salary Package Configurator: Personal Info`.
+
+.. image:: payroll/personal-info.png
+   :align: center
+   :alt: 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 :guilabel:`Personal Info` page,
+and modify the personal info on the form that appears.
+
+To create a new personal info entry, click the :guilabel:`New` button.
+
+The required fields, aside from entering the :guilabel:`Information` name, are :guilabel:`Related
+Model`, :guilabel:`Related Field`, and :guilabel:`Category`.
+
+Select a :guilabel:`Related Model` from the drop-down menu. :guilabel:`Employee` populates the field
+by default, but the :guilabel:`Bank Account` option is also available if the information is related
+to a bank account, instead.
+
+Select a :guilabel:`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
+:guilabel:`Category` from the drop-down menu that the personal information should be under, such as
+:guilabel:`Address` or :guilabel:`Personal Documents`.
+
+The two most important fields on the personal info form are :guilabel:`Is Required` and
+:guilabel:`Display Type`.
+
+Checking the :guilabel:`Is Required` box makes the field mandatory on the employee's card. The
+:guilabel:`Display Type` drop-down menu allows for the information to be entered in a variety of
+ways, like a :guilabel:`Text` box, to a customizable :guilabel:`Radio` button, a
+:guilabel:`Checkbox`, a :guilabel:`Document`, and more.
+
+.. image:: payroll/personal-new.png
+   :align: center
+   :alt: New personal information entry.
+
+## Resumé
+
+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 :menuselection:`Payroll app --> Configuration --> Salary
+Package Configurator: Resumé`.
+
+By default, there are three :guilabel:`Salary Structure Types` pre-configured in Odoo:
+:guilabel:`Worker`, :guilabel:`Employee`, and :guilabel:`None`.
+
+Each :guilabel:`Salary Structure Type` has several rules configured. These affect how an offer is
+calculated using that particular :guilabel:`Salary Structure Type`.
+
+To create a new rule, click the :guilabel:`New` button, and a blank :guilabel:`Contract Salary
+Resumé` form loads.
+
+Enter the following information on the form:
+
+- :guilabel:`Information`: type in a name for this field.
+- :guilabel:`Category`: select the category this value is housed under, using the drop-down menu.
+  The default options are :guilabel:`Monthly Salary`, :guilabel:`Monthly Benefits`,
+  :guilabel:`Yearly Benefits`, and :guilabel:`Total`.
+
+  New categories can be made if needed.
+
+  Click the :guilabel:`New` button, then enter the name for the new category in the :guilabel:`Name`
+  field. Next, select the :guilabel:`Periodicity` from the drop-down menu, either
+  :guilabel:`Monthly` or :guilabel:`Yearly`. Last, enter a number for the sequence. This corresponds
+  to where this rule appears in the  :guilabel:`Salary Structure Type` rule list.
+
+  Finally, click :guilabel:`Save & Close`.
+- :guilabel:`Impacts Monthly Total`: tick the checkbox if this value is added in the monthly total
+  calculation.
+- :guilabel:`Unit of Measure`: select what kind of value this rule is, either :guilabel:`Currency`,
+  :guilabel:`Days`, or :guilabel:`Percent`.
+
+  :guilabel:`Currency` is for a set monetary value, :guilabel:`Days` is for compensation in the form
+  of time off, and :guilabel:`Percent` is for a monetary value awarded that is based upon another
+  metric, such as commissions.
+- :guilabel:`Salary Structure Type`: select which :guilabel:`Salary Structure Type` this rule is
+  nested under, from the drop-down menu.
+- :guilabel:`Value Type`: select how the value is computed, using the drop-down menu. The default
+  options are :guilabel:`Fixed Value`, :guilabel:`Contract Value`, :guilabel:`Payslip Value`,
+  :guilabel:`Sum of Benefits Values`, and :guilabel:`Monthly Total`.
+- :guilabel:`Code`: select the code this rule applies to from the drop-down menu.
+
+.. image:: payroll/resume-net.png
+   :align: center
+   :alt: The net wage rule form filled out, with all the information for net pay.
+
+# Jobs
+
+Since the *Payroll* application is responsible for paying employees for specific job positions, the
+complete list of job positions can be found in both the *Payroll* and *Recruitment* applications.
+
+.. _payroll/job-positions:
+
+## Job positions
+
+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 :menuselection:`Payroll app --> Configuration --> Jobs: Job
+Positions`.
+
+A list of all the job positions appear, along with the corresponding department, on the
+:guilabel:`Job Position` page.
+
+.. image:: payroll/job-positions.png
+   :align: center
+   :alt: A list of all the job positions and corresponding departments.
+
+To create a new job description, click the :guilabel:`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 :doc:`../hr/recruitment/new_job` documentation for more details on how to fill out this
+form.
+
+.. seealso::
+   - :doc:`payroll/contracts`
+   - :doc:`payroll/work_entries`
+   - :doc:`payroll/salary_attachments`
+   - :doc:`payroll/payslips`
+   - :doc:`payroll/reporting`
+   - :doc:`payroll/work_entry_analysis`
+   - :doc:`payroll/salary_attachment`
+   - :doc:`payroll/payroll_localizations`
+
+.. toctree::
+   :titlesonly:
+
+   payroll/contracts
+   payroll/work_entries
+   payroll/salary_attachments
+   payroll/payslips
+   payroll/reporting
+   payroll/work_entry_analysis
+   payroll/salary_attachment
+   payroll/payroll_localizations