Search 1.9 billion lines of Odoo code on GitHub
hr_period
<h1 class="title">HR Payroll Period</h1>
<p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/hr/tree/12.0/hr_period"><img alt="OCA/hr" src="https://img.shields.io/badge/github-OCA%2Fhr-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/hr-12-0/hr-12-0-hr_period"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/116/12.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p>
<p>Adds the concept of period in the human resources management.</p>
<p>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.</p>
<p>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.</p>
<p><strong>Table of contents</strong></p>
<div class="contents local topic" id="contents">
<ul class="simple">
<li><a class="reference internal" href="#installation" id="id1">Installation</a></li>
<li><a class="reference internal" href="#configuration" id="id2">Configuration</a></li>
<li><a class="reference internal" href="#usage" id="id3">Usage</a></li>
<li><a class="reference internal" href="#known-issues-roadmap" id="id4">Known issues / Roadmap</a></li>
<li><a class="reference internal" href="#bug-tracker" id="id5">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="id6">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="id7">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="id8">Contributors</a></li>
<li><a class="reference internal" href="#maintainers" id="id9">Maintainers</a></li>
</ul>
</li>
</ul>
</div>
<a name="installation"></a>
<h2><a class="toc-backref" href="#id1">Installation</a></h2>
<p>Install the payroll of your localization, then install this module.</p>
<a name="configuration"></a>
<h2 class="with-subtitle"><a class="toc-backref" href="#id2">Configuration</a></h2>
<h2 class="section-subtitle" id="create-a-fiscal-year"><span class="section-subtitle">Create a fiscal year</span></h2>
<p>Go to: Human Resources -> Configuration -> Payroll -> Payroll Fiscal Year</p>
<blockquote>
<ul class="simple">
<li>Select a type of schedule, e.g. monthly</li>
<li>Select a duration, e.g. from 2015-01-01 to 2015-12-31</li>
<li>Select when the payment is done, e.g. the second day of the next period</li>
<li>Click on create periods, then confirm</li>
</ul>
</blockquote>
<p>The first period of the year is now open and ready to be used.</p>
<p>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.</p>
<a name="usage"></a>
<h2 class="with-subtitle"><a class="toc-backref" href="#id3">Usage</a></h2>
<h2 class="section-subtitle" id="create-a-payslip-batch"><span class="section-subtitle">Create a payslip batch</span></h2>
<p>Go to: Human Resources -> Payroll -> Payslip Batches</p>
<p>The first period of the fiscal year is already selected.
You may change it if you manage multiple types of schedules.</p>
<blockquote>
<ul class="simple">
<li>Click on Generate Payslips</li>
</ul>
</blockquote>
<p>The employees paid with the selected schedule are automatically selected.</p>
<blockquote>
<ul class="simple">
<li>Click on Generate</li>
<li>Confirm your payslips</li>
<li>Click on Close</li>
</ul>
</blockquote>
<p>The payroll period is closed automatically and the next one is open.</p>
<a name="known-issues-roadmap"></a>
<h2><a class="toc-backref" href="#id4">Known issues / Roadmap</a></h2>
<ol class="arabic simple">
<li>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.</li>
<li>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.</li>
<li>The date_range module does not allow to create a period for just one day.</li>
</ol>
<a name="bug-tracker"></a>
<h2><a class="toc-backref" href="#id5">Bug Tracker</a></h2>
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/hr/issues">GitHub Issues</a>.
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
<a class="reference external" href="https://github.com/OCA/hr/issues/new?body=module:%20hr_period%0Aversion:%2012.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
<p>Do not contact contributors directly about support or help with technical issues.</p>
<a name="credits"></a>
<h2><a class="toc-backref" href="#id6">Credits</a></h2>
<a name="authors"></a>
<h3><a class="toc-backref" href="#id7">Authors</a></h3>
<ul class="simple">
<li>Savoir-faire Linux</li>
</ul>
<a name="contributors"></a>
<h3><a class="toc-backref" href="#id8">Contributors</a></h3>
<ul class="simple">
<li>David Dufresne <<a class="reference external" href="mailto:david.dufresne@savoirfairelinux.com">david.dufresne@savoirfairelinux.com</a>></li>
<li>Maxime Chambreuil <<a class="reference external" href="mailto:maxime.chambreuil@savoirfairelinux.com">maxime.chambreuil@savoirfairelinux.com</a>></li>
<li>Pierre Lamarche <<a class="reference external" href="mailto:pierre.lamarche@savoirfairelinux.com">pierre.lamarche@savoirfairelinux.com</a>></li>
<li>Salton Massally <<a class="reference external" href="mailto:smassally@idtlabs.sl">smassally@idtlabs.sl</a>></li>
<li>Guewen Baconnier <<a class="reference external" href="mailto:guewen.baconnier@camptocamp.com">guewen.baconnier@camptocamp.com</a>></li>
<li>Jordi Ballester Alomar <<a class="reference external" href="mailto:jordi.ballester@eficent.com">jordi.ballester@eficent.com</a>></li>
<li>Serpent Consulting Services Pvt. Ltd. <<a class="reference external" href="mailto:support@serpentcs.com">support@serpentcs.com</a>></li>
<li>Aaron Henriquez <<a class="reference external" href="mailto:aheficent@eficent.com">aheficent@eficent.com</a>></li>
</ul>
<a name="maintainers"></a>
<h3><a class="toc-backref" href="#id9">Maintainers</a></h3>
<p>This module is maintained by the OCA.</p>
<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
<p>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.</p>
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/hr/tree/12.0/hr_period">OCA/hr</a> project on GitHub.</p>
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>