HRM Odoo

ENTERPRISE RESOURCE
PLANNING
Human Resource & Payroll Management
Abstract
ERP System completely automates entire organizational operations and
activities so that administrator flawlessly manage all the day to day
operations and planning for the future needs. It is a scalable solution with
modular structure, which makes it quite easy to configure according to
individual requirements.
Muhammad Farooq Arif

farooq@aarsol.com
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Table of Contents
Table of Contents ...................................................................................................................................................................................................... 2
Human Resource Management System .......................................................................................................................................................... 5
Some Basic Information ........................................................................................................................................................................................ 8
Kanban View: ............................................................................................................................................................................................... 9
List View: .................................................................................................................................................................................................... 10
Form View: ................................................................................................................................................................................................ 10
Employees Profile ................................................................................................................................................................................................. 13
Employee Contract ............................................................................................................................................................................................... 17
Manage Attendance (Sign in / Sign out)................................................................................................................................................. 20
Sign In/Out ................................................................................................................................................................................................ 20
Loan Management ................................................................................................................................................................................................. 25
Loan Rules - Example............................................................................................................................................................................ 25
Employee Loans ................................................................................................................................................................................................ 26
Employee Loans - Example ................................................................................................................................................................ 26
Employee Loan in Salary Computation - Example ................................................................................................................... 28
Employee Loan Balance Adjustment - Example ....................................................................................................................... 28
Holiday Management ........................................................................................................................................................................................... 29
Define different leave types ......................................................................................................................................................................... 29
Leave Type form ..................................................................................................................................................................................... 29
Manage Holiday requests and approvals ............................................................................................................................................... 30
Leave Requests form ............................................................................................................................................................................. 31
Track previous Holiday requests .............................................................................................................................................................. 31
Leaves Analysis statistical report .................................................................................................................................................... 32
Leaves by Department PDF report ................................................................................................................................................. 32
Allow employees to enter their own allocation requests ............................................................................................................... 32
Allocation Requests form .................................................................................................................................................................... 33
Keeping Track of Expenses ............................................................................................................................................................................... 34
Process for Dealing with Expense Reimbursements .............................................................................................................. 34
Allow employees to enter professional expenses .............................................................................................................................. 35
Expenses form to enter and review expenses ........................................................................................................................... 36
HR Expenses Report .............................................................................................................................................................................. 37
Track the approval management process ............................................................................................................................................. 38
Expenses Analysis .................................................................................................................................................................................. 38
HR Payroll ................................................................................................................................................................................................................. 39
Salary Structure ................................................................................................................................................................................................ 39
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Salary Rule Categories.................................................................................................................................................................................... 41
Salary Rules ......................................................................................................................................................................................................... 42
Contribution Register: .................................................................................................................................................................................... 46
Salary Rule Examples: ......................................................................................................................................................................................... 47
Basic ....................................................................................................................................................................................................................... 47
House Rent Allowance ................................................................................................................................................................................... 48
Mobile Allowance ............................................................................................................................................................................................. 49
Fuel Allowance .................................................................................................................................................................................................. 50
Food Allowance ................................................................................................................................................................................................. 51
Transportation Allowance............................................................................................................................................................................ 52
Supplementary Allowance ........................................................................................................................................................................... 53
Incentive ............................................................................................................................................................................................................... 54
Arrears .................................................................................................................................................................................................................. 55
Bonus ..................................................................................................................................................................................................................... 56
Over Time ............................................................................................................................................................................................................ 57
Gross Salary ........................................................................................................................................................................................................ 58
Prepaid House Rent ......................................................................................................................................................................................... 59
Accounting Entry: ................................................................................................................................................................................... 60
Loan & Advances .............................................................................................................................................................................................. 60
Other Deduction ................................................................................................................................................................................................ 62
GOSI Deduction ................................................................................................................................................................................................. 63
Net Salary ............................................................................................................................................................................................................. 64
Input Rules: ......................................................................................................................................................................................................... 65
Employee Payslips ................................................................................................................................................................................................ 66
Employee Payslip PDF Report .................................................................................................................................................................... 70
Payslip Details PDF Report .......................................................................................................................................................................... 70
Payslip Lines PDF Report .............................................................................................................................................................................. 70
Payslips Batch .................................................................................................................................................................................................... 72
Payslips Batch .......................................................................................................................................................................................... 72
Generate Payslips wizard .................................................................................................................................................................... 73
Process payslips by department ................................................................................................................................................................ 73
Generate Payslips Wizard Example ................................................................................................................................................ 74
Payroll Register Example .................................................................................................................................................................... 74
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Payslips of Information Technology Department Example ................................................................................................. 74
Payroll Run - End of Pay Period Wizard ................................................................................................................................................. 74
Payroll Period ........................................................................................................................................................................................... 75
Payroll Run Part-1 .................................................................................................................................................................................. 75
Check Attendance Records: .................................................................................................................................................................... 76
Public Holidays: ............................................................................................................................................................................................ 76
Lock Pay Period: .......................................................................................................................................................................................... 76
Payroll Run Part-2 .................................................................................................................................................................................. 76
Review Pay Slip Amendments: .............................................................................................................................................................. 76
Review Benefits and Premiums: ........................................................................................................................................................... 76
Generate and Review Pay Slips: ............................................................................................................................................................ 77
Review and Resolve Payroll Exceptions: ............................................................................................................................................... 77
Payroll Run Part-3 .................................................................................................................................................................................. 77
Pay Slip Example ................................................................................................................................................................................. 78
Payroll Summary Example.............................................................................................................................................................. 78
Pay Slip Details Example .................................................................................................................................................................. 79
Payroll Register Example ................................................................................................................................................................ 80
Employee Contribution Register Example............................................................................................................................... 80
Overtime Contribution Register Example ................................................................................................................................ 81
Start Making Payments ............................................................................................................................................................................. 81
List of Figures ..................................................................................................................................................................................................... 81
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Human Resource Management System
Human Resource is the set of individuals who make up the workforce of organization,
business sector, or economy. Knowledge the individuals embody and can contribute to an
organization.
Employees are the most important asset of any organization and managing them effectively
is one of the keys to ensure overall success for any organization. Our Configured System
provides you with a robust and rich featured HRM module, with an array of functionalities to
address your HR needs. You can effectively manage human resources by aligning your
manpower and skills with your organizations goals and missions. It simplifies various HR
management functions by automating repetitive tasks.
In this document we will discuss how Human Resource Management (HRM) module can help
your organization to manage your resource properly. With this system you can manage all
your staff working effectively and efficiently such as contracts, time management, skills
management and other related activity.
Human Resource Management (HRM) module is specifically crafted to meet the ever growing
needs of your enterprise. This comprehensive module facilitates in managing your most crucial
resource people, in the most efficient manner, thus providing an ideal platform to manage
your HR processes and align the same to your business goals.
It helps the organization to strategically focus on the various aspects of employees in order to
achieve the organization goals. It helps the managers to organize various information of the
employees at one place and manage the different processes very easily with the minimum
chances of errors.
Let us look at some of the key features of the HRM system:
Employee Management
Store, view and easily access essential Employee data. With this you can manage all the
necessary details of the employees such as personal, social and general information. It helps to
properly organize the details of each employee. Link your employees to their user account and
facilitate easy access rights management and enable auto completion features for relevant
employee forms. Simplify management of Allocation requests, Holidays and Leave policies by
creating Employee Categories. Manage service contracts and attendances effectively by linking
Employees with their user accounts.
Contract management
This helps to manage the employee contracts. This manages the various information such as
start and end date, salary structure, allowances and deductions etc.
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Schedules & Attendances
Link your employees to their user accounts and they can automatically Sign In / Sign Out
directly from System. Manage Forgotten Sign Outs by manual Sign Outs. View various
attendance reports like Attendances by Month, Attendances by Week and Attendance Error
Reports. You can define the Weekly Schedules of the Employees. All the mechanism is very
flexible with the help of templates. One of the most enticing features of System is that you can
keep track of the differences between Employee Schedules and attendances and thereby
establish an effective follow up and control lost working hours.
Holiday and Leave Management

Holiday and Leave management modules in System ensure uniform leave management
throughout your organization reducing the need for HR intervention & easy tracking of leave
records. The system allows you to create leave requests, manage leave approvals, define leave
types, and track previous leave requests and allocations. The system is flexible and supports
features like multiple manager leave approvals, automatically linking leave statuses to case
sections (e.g. showing availability of a person for a meeting based on his leave status), and
allowing employees to enter their own allocation requests. Leaves Analysis reports provide
you statistical report of leaves and allocations grouped by year, employee and leave type.
Overtime & Accrual Policies:

You can define the different day/night Overtime, Rest Day, Public Holiday overtime, presence
and Absence policies in the system. Different group of policies can be defined and linked with
the contract of the Employees. Salary & accrual rules can be defined with these policies very
smartly.
Track Expenses
Automate the management of expense claims. Create templates for various expenses, allow
employees to enter and review their professional expenses, track the approval management
process, re-bill customers by basing your invoicing on service time, analytic costs or time-
sheets. This is integrated with the accounting, which creates the accounting entries
automatically once the expense is validated. Expense Analysis allows you to view the statistical
analysis of your expenses.
Loan Management
Different types of loans with configurations of amount or settlement limits can be defined.
Employees loans request, their approvals by testing the validity conditions, auto managing of
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the settlements and processing in the Payroll of the employees are distinctive features of the
system.
HR Pay Roll
System provides you a powerful and flexible payroll system that allows you to efficiently
streamline and manage your companys payroll. It provides you with a complete Payroll
Process You can compute data like allowances, deductions, net, taxes, contribution registers
etc. by defining salary rules, set salary structure for employee categories, calculate salary after
considering all the allowances, deductions, incentives, integrate with employee contracts and
holidays, process salary based on leaves taken and number of working days, generate
employee pay slips and pay slip pdf reports and process pay slip in batches.
Other Smart Features:

SMS integration to communicate instantly.
Dynamic analysis of the Payroll, Expenses and the leaves.
Useful dashboards for the managers
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Some Basic Information
Figure 1: Applications Screen

As you can see that the above list contains all the modules for the Al-Hussani Industrial Group.
If we login from the HR Manager account, the following list of modules will be accessible to
him.
Figure 2: Human Resources Modules

The first four modules Discuss, Calendar, Notes and Contracts are accessible to every user of
the organization. The detail and usage about these modules will be discussed at the end of this
document.
Employees, Attendances, Leaves, Expenses are Core HR Management modules. This document
will focus mainly on these Core HR Modules and Payroll module.
A light discussion about Recruitment, Surveys and Fleet will also be the part of this document.
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Lets start our discussion from the Employee Module.
Figure 3: Interface Information

At top of the screen, there is application menu. As you can see that in the Employees module
there are different menus available i.e. Human Resources, Contracts, Time & Attendance,
Reports & Configuration.
At the bottom of the menu-bar, on left side there are options to create, edit, delete, print,
duplicate, attach document & other options. These options are available and can be accessed
according to the visible view and scenario. On right side there are options to search, filter,
group the records and switch between different views.
Searching, filtering & record grouping techniques will be discussed in related parts of this
document.
Kanban View:
User can see the Kanban view by clicking the Kanban button. The Kanban view is a Kanban
Board visualization: it displays records as "cards".
Figure 4: Kanban View

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List View:
User can see the List view by clicking List View button. The List view is as following:
Figure 5: List View

The list view is used to search and filter the records efficiently. The records can be sorted by
clicking on the header of the required field to be sorted. Multiple records can be selected to
perform Print or other actions on multiple records. To select all the displayed records, click
the top left check box. To import the records from CSV, Excel or ODT files, the list view
provides the import button as can be seen in above screen-shots.
Form View:
User can see the Form view by clicking the Form View Button. The Form view is used to add
new records or Edit existing records. The Form view is as following:
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Figure 6: Form View
In Form View, only one record will be available at a time and at the top you will see the
reference of the current record i.e. 30049-Abdallah Mohammad Zaar Al-Qahtani. Here we can
create the new records by clicking on the Create button. The current record can be edited by
clicking on the edit button. There will be different options in the Print and Action buttons and
more options will be added by time. When you will go to edit the record, the Save and Discard
button will be displayed to Save or Cancel the Changes.
Record No: Current/ Total Records; In default 80 records are displayed in a page in the list
view. User can change this value by clicking on the numbers. User can move to next or previous
records by clicking on the respective arrow buttons.
Print: User can print the reports from this dropdown menu.
Action: User can do several other actions for the current form by this dropdown menu.
Navigation: Navigation links for the current record. To go for the previous screens of the
current record, use these navigation links.
Status Bar:
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User can see the current Status of the record.
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Employees Profile
To define a new employee in System, use the menu Human Resources Employees.
Figure 7: Employee Profile Form
Start by entering the employee's name in First, Second, Third & Fourth Name fields in English
and Arabic. Tags can be used to categorize the employees. You can associate multiple tags to an
Employee. Then enter the employee's address.
This appears in the partner contact form. Since employees are people that have contracts with
your company, it is logical that they have entries like any other partner in your database. So
enter the name of the employee as a new partner Name and the address. Then all of the
functions that apply to a partner can also be applied to an employee. This is particularly useful
for tracking debits and credits in the accounts so you can track salary payments, for example.
Enter the valid email address of the employee in the email field. System will send the
configured email messages to this address. Mobile field is significant if SMS Services are
properly configured in the system.
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Select the Department of the Employee from the drop-down list. Job Field will automatically
filled
Now go to the Personal Information tab to fill the Personal Information of the Employee.
Figure 8: Employee Form - Personal Information
To enter the Bank account Information; in the Personal Information tab, go to the field Bank
Account Number and click create new.
Figure 9: Employee - Bank Account Information
Enter Account Number, Account Holder along with Bank; if the Bank is not in the list and you
can create a new Bank Record. Enter name of Bank and Bank Identifier Code, Address and
Contact information in the given form.
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Figure 10: Employee - Bank Information
In HR Settings; Iqama No, Iqama Expiry, GOSI, Medical Insurance Policy, Insurance Class &
Membership Number cab be entered in HR Settings.
Figure 11: Employee - HR Settings
Different documents information like; Iqama Information, Entry Information, Passport

Information & Sponsors Information can be entered by the Entry Documents tab.
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You can then create a new user of the system linked to this employee by filling in a new User
form through the Related User field.
Employee and User link.
If the employee has a user account on the system, you always link his or her user account to
the employee form. Creating this link enables automatic completion to be done on
the Employee field in the relevant forms, such as services and expense records.
Define employee categories to assign different Holidays rights to different employee
groups
You must create and assign employee categories for employees in order to be able to assign
and manage leave and allocation requests by category. For a new category, define its name
in Category. A category may also be assigned a Parent Category.
To link an employee to a category, open the employee form through Human Resources Human
Resources Employees. In the Tags, you can assign more than one category to an employee.
Assign categories to an employee in the Employee form
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Employee Contract
Employee Contracts Keep track of your employees status, job titles, contract type and dates,
and their schedule.
Using EmployeesHuman Resources Contracts you can create and edit contracts.
Figure 12: Definition of a working contract for a given employee
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Better approach to view or create a new Contract for an Employee is to Click Contract button
from the Employees Form.
Click Create Button to Create a New Contract
Many fields will automatically be filled from the Contract Template, you can change the values
to your requirements.
You can enter information about the employment contract for the employee, such as:
Contract Title: Title or Name for the contract.
Employee: Employee for whom you want to define a contract. Select employee from
dropdown list.
Job Title: Select job position.
Department: Select the Department of the Employee from the given List.
Contract Type: Select one from pre-defined contract types.
Contract Duration: Select the Duration of the Contract from the list.
Salary & Advantages:

Basic Salary: Basic salary of the employee.
**Salary Structure: Salary Structure for the Contracted Employee. A Salary Structure
defines the Salary Rules to be applied for the Payroll.
**Attendance Policy: ERP supports different mechanisms (policies) for the Employees
Attendance. The Current Attendance Policy of the Company will be auto selected for the
Contract.
** Policy Group1: Presence, Absences, Overtimes Policy for the Employee.
1 ** Fields marked with ** will be explained in detail in the next parts of this manual.
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**Payroll Period Schedule: Payroll Period Scheduling of the Contracted Employee.
Payroll Period Schedule defines the Pay Periods. After the Completion of Payroll Period,
Payslip Run will generate the Payslips related to the assigned Contracts with that Pay
Period.
Duration
Trial Period Duration: Start date & End date for the contract trial period, if any.
Duration: Start date and end date, since the employee started working where Start date
is mandatory.
**Working Schedule: Working Schedule Template for the Employee. This Template will
be used to generate the actual Weekly Schedules for the Employee.
Schedule Pay: Schedule of the Salary Disbursements.
Allowances & Deductions

House Rent Allowance: House Rent Allowance of the employee in percentage. This
Allowance will be added in the Salary of the Employee automatically each month.
Mobile, Fuel, Food, Transportation and Supplementary Allowances: If Employee is getting
any Mobile, Fuel, Food, Transportation and/or Supplementary Allowance; enter the
allowance in the respective field, so that it will be added in the employee Salary each
month automatically.
GOSI Deduction, Medical Insurance: Enter the amount in the respective fields to be
deducted from the Employees Salary each month.
** Accounting
Salary Journal for the Employee.
After entering the Contract information click save.
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Manage Attendance (Sign in / Sign out)
In companies, staff have to sign in when they arrive at work and sign out again at the end of the
day. Use Human Resources Time & Attendance Attendances to view the marked attendance
records.
Sign In/Out
The ERP system supports different mechanisms (Policies) to mark and handle the Attendance
of the Employees. The most simplest and easy approach is to mark the attendance at the end of
the month. So no Scheduling is required for this approach and at the end of the month simply
upload the attendance and generate the salary slips.
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Figure 13: Monthly Attendance List
To create a new record, click the Create Button and after entering the Date, Employee, Total
Month Days & Present Days of the Employee and Save the record.
As the Company disburse the salary from the 26th of the previous month to the 25th of the
current month, so the date in the attendance form should be any date between 26 th and 25th.
(Any Date between the Salary Months).
If we have attendance in the Excel Sheet, then it can be imported into the ERP system just with
some mouse clicks. Lets learn the process of import by importing the attendance of ABC. The
excel sheet should contain four columns namely: Employee, Date, Month Days and Present
Days. The first record with values 4000,2016-03-20,30 and 30 indicates that we want to mark
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the attendance of 40000 (File Code of Shady Magd), with 30 Present Days, the date of March
Attendance.
Employee Name Date Month Days Present Days

40000 Shady Magd Abdel Azim Badr 2016-03-20 30 30
40001 Rabie Ragab Fahmy 2016-03-20 30 30
40002 Emad Mohammed Al Toukhi 2016-03-20 30 30
40007 Dahrob Thalro Tharo 2016-03-20 30 30
40003 Mohammed Farouk Gaber 2016-03-20 30 30
40010 Mohamed Azeem Mohamed Aazam 2016-03-20 30 30
40004 Hani Abdel Wahed Alfy 2016-03-20 30 30
40009 Mohammad Shahid Niaz Ahmed 2016-03-20 30 30
40005 Mohammed Badr Ali Akrab 2016-03-20 30 30
40011 Musab Abdul Halim Othman 2016-03-20 30 30
40012 Mohammed Majdi Abu Fotouh 2016-03-20 30 30
40008 Raed Hussein Buqami 2016-03-20 30 30
40013 Nader Khashman Al-Otaibi 2016-03-20 30 17
40014 Mudawi Seood Jarbou Al-Qahtani 2016-03-20 30 17
40006 Mahmoud Magdy Sayed Mohammad 2016-03-20 30 30
Figure 14: Sample Excel File (Attendance)
To import the attendance; open the Attendance form and then click Import button.
The following screen will show.
Figure 15: Import Records

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Browse the Excel file & wait.. after some seconds, the system will show the preview.
Figure 16: Import Attendance Preview
In preview, please confirm that all the required four columns have been selected accordingly
and contains the data in proper format. ERP can perform this task very easily. To Verify the
Correctness of the imported date, please click on the Validate button and wait for the result.
The ERP system will display Error information (If there is) or it will display the message as
shown below.
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Figure 17: Import Attendance Records Verification
Everything seems valid, so click import button to import attendance. After importing data; to
see the changes group the attendance by company. You can see in below screenshot that
attendance of ABC employees have been successfully imported into ERP system.
Figure 18: Month Attendance after Import
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Loan Management
This Module enables to Manage Advance Salary, Short Term and Long Term Loans of
Employees. Loan Approval System provides the Complete Information and history about the
Selected Employee which makes a manager to decide about the approval. Multiple loan
Management and rescheduling of Payments provide the flexibility to handle all the scenarios.
To define the Loan Rules, Use the menu Human Resources Configuration Loan Rules.
Loan Rules - Example
You can configure the following information:-
Code: Code for the Loan Rule.
Maximum Amount: Maximum amount of the Loan that can be offered/applied to an

Employee Loan.
Maximum Shares: Maximum number of Shares/Instalments, The Employee have to

adjust the Loan against his Salary Slips.
(%) of Basic: The Share/Installment amount of the Employee should not exceed the
defined percentage of the Basic Salary of the Employee.
Loan Journal: Account Journal for the Loan, it defines the Accounting configuration for
the Loan Rule.
Salary Rules: Add the salary rules which you want to provide under your structure.
Description: Description of the Loan Rule.
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In the Example, we have defined that maximum 30000 SR. can be applied and approved for the
Home Loan. The Maximum number of Shares/Installments can be 24. So that if we assign these
maximums to an Employee then Share amount will be 1250 SR. The example defines 50% as
the (%) of Basic, so Employees Basic Salary should be minimum 2500 SR for 30000 to pay in
24 settlements.
After entering the Loan Rule information click Save .
Employee Loans
To enter the Employee Loans data, use the menu Human Resources Payroll Employee Loans.
Employee Loans - Example
Name: A name for a Loan.
You can enter initial information for a new contract for the employee, such as:
Description: Nam/Description about the Loan.
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Employee: Employee name for the Loan.
Loan Category: Category of the Loan. All the Rules Maximum Amount, Share and (%) of
Basic will be applied before the confirmation of the Loan.
Loan Amount: The Applied Amount of the Loan.
Number of Shares: Number of Installments/Settlements.
Share Amount: Installment/Settlement amount. It will be calculated by system, when
you will save the record.
Shares Paid, Paid Amount & Balance: This information will automatically be updated by
system after each pay of settlement.
Date of Payment: The date at which the Loan amount will be paid to the Employee.
Start Date: Start month (Date) for the pay of settlements.
Date Order: Date at which the Loan was applied.
Loan Journal: Account Journal for the Loan, it defines the Accounting configuration for
the Loan.
Accounting Entry: after confirmation of the loan, accounting entries will automatically
be generated. To access the respective entries for the loan, a reference number will be
here. Click that link to check the detail & effect of the accounting entries.
At the next Payroll Run, the Share/Settlement amount will automatically be deducted as the
Salary Rule defined in the Loan Rule. It will be in the Salary Computation as displayed in
following figure.
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Employee Loan in Salary Computation - Example
After the First Payroll run of the Loan approval, the balances will automatically be adjusted as
can be seen in the following figures.
Employee Loan Balance Adjustment - Example
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Holiday Management
Using the menu Human Resources Leaves Leave Requests an employee can request a leave.
Leaves requests can be recorded by employees and validated by their managers. Once a leave
request is validated, it appears automatically in the agenda of the employee. You can define
several leave types (paid holidays, sickness, etc.) and manage allocations per type.
System can provide the following features for efficient holiday management process:
It helps you to manage leaves and leave requests.
You can set up color preferences according to your leave type, for example, Sick Leave should
be red in reports.
An employee can request for more days off, by making a new Allocation Request
through Human Resources Leaves Allocation Requests.
The statistical report for leaves can be seen using the Reporting Human Resources Leaves
Analysis menu.
Define different leave types
You can define various leave types which can be availed of by an employee during a request for
leave. To define a new leave type, navigate to Human Resources Configuration Leaves
Types and click Create.
Leave Type form
You can configure the following information:
Leave Type: A name for the leave type.
Color in Report: A color that will be used in the leaves summary report.
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Meeting: If you select a meeting, once a leave is validated, an event will be created in the
calendar.
Apply Double Validation: If True, then the request will require a second validator.
Allow to Override Limit: If True, the employee will be allowed to take more leaves than
the maximum limit.
After entering the leave type information, click Save.
Manage Holiday requests and approvals
An employee can request for leave from Human Resources Leaves Leave Requests. In a
new Leave Requests form, you may enter the following:
Description: Reason for leave.
Mode: Either By Employee or By Employee Category.
Employee: If leave category is By Employee, you must select an employee who places
this request.
Category: If leave category is By Employee Category, you must select an employee

category which places this request.
Leave Type: Select a pre-defined type of leave.
Duration: Leave start date and end date.
Days: It is calculated based on the Start Date and the End Date.
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Leave Requests form
The employee can then Save the request which will also make it available to his manager for
approval. The employee's manager can find leave requests awaiting approval by navigating to
Human Resources Leaves Leave Requests to Approve. The manager can select a pending
request to open its form view and click Refuse to reject the request or Approve to accept the
request. If the selected leave type has Apply Double Validation set to True , then another action
by a second manager will be required to give the request its final state,
from Waiting Second Approval to either Approved or Refused .
Track previous Holiday requests
Previous holidays can be tracked in a number of ways in System. You can get a report of your
(currently logged in user) leave requests from Human Resources Leaves Leave Requests.
Click Validated in the Filters to see a list of your approved leave requests. To see refused
requests, clear your filters and see the records marked with the color red.
To see your (currently logged in user) allocation requests, navigate to Human Resources
Leaves Allocation Requests and follow the same procedure as above.
Through Human Resources Leaves Leaves Summary, you can track previous leaves as well as
allocation requests in the same manner, but only for the currently logged in user. By default,
you can see the requests grouped by leave type and which are validated.
Reporting Human Resources Leaves Analysis will give you the statistical report of leaves and
allocations grouped by year, employee and leave type.
All the above statistical reports are enhanced by various filters and groupings to assist you in
your search for required information. You can filter requests by their State (Validated, To
Confirm, To Approve), Year, My Leaves and My Department Leaves. You can also view requests
placed in This Month. You can group by Employee, Manager, Department, Type, Category, Start
Date and State.
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Leaves Analysis statistical report
To get an overview of leaves by department, go to Reporting Human Resource Reports

Leaves by Department. You may select from date, a Leave
Type (Approved, Confirmed or Both Approved and Confirmed) and select at least one
department. Click Print to generate a PDF report based on your specifications.
Leaves by Department PDF report
Allow employees to enter their own allocation requests
To be able to request leaves at all, an employee must be allocated some leaves which he can
avail of. Usually the management makes an allocation of leaves for its employees. But, for
instance, when an employee has been working on an exceptional basis on weekends, he might
be entitled to extra leaves. In such a case, the employee himself can be allowed to place a
request for allocation, which can then be approved or rejected by his manager. If approved, the
employee can request leaves based on the type and limit of this allocation too.
Leave allocations can be requested from Human Resources Leaves Allocation Requests. In its
form view you can fill the following details:
Description: A name for the request.

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Allocation Mode: Either By Employee or By Employee Category.
Employee: If allocation category is By Employee, you must select an employee for whom
this allocation is made.
Category: If allocation category is By Employee Category, you must select an employee

category for whom this allocation is made.
Leave Type: Select a pre-defined leave type.
Number of Days: The number of days requested for allocation.
Reasons: Specify the reason of request.
The employee can click Save.
Allocation Requests form
The manager will then find this request in his list of allocation requests. He can then either
click Refuse to reject the request or click Approve to accept the request.
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Keeping Track of Expenses
Employee expenses are charges incurred on behalf of the company. The company then
reimburses these expenses to the employee. The receipts encountered most frequently are:
car travel, reimbursed per unit of distance (mile or kilometer),
subsistence expenses, reimbursed based on the bill,
Other purchases, such as stationery and books, destined for the company but carried
out by the employee.
Process for Dealing with Expense Reimbursements
Expenses generated by employees are grouped into periods of a week or a month. At the end of
the period, the employee confirms all of his expenses and a summary sheet is sent to the
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department manager. The manager is responsible for approving all the expense requests
generated by his team. The expense sheet must be signed by the employee, who also attaches
its receipts to the expense sheet.
Once the sheet has been approved by the head of department, it is sent to the Accounting
department, which registers the company's liability to the employee. Accounting can then pay
this invoice and reimburse the employee who originally advanced the money.
Some receipts are for project expenses, so these can then be attached to an analytic account.
The costs incurred are then added to the supplementary cost of the analytic account when the
invoice is approved.
You often need to invoice expenses to a customer, depending on the precise contract that has
been negotiated. Travelling and subsistence expenses are generally handled this way. These
can be charged to the customer at the end of the month if the contract price has been
negotiated inclusive of expenses.
If you have to go through many steps to reclaim expenses, it can all quickly become too
cumbersome, especially for those employees who claim large numbers of different expense
lines. If you have got a good system that integrates the management of these claims, such as
the one described, you can avoid many problems and increase staff productivity.
If your systems handle expenses well, then you can avoid significant losses by setting your
terms of sales effectively. In fixed-price contracts, expense reimbursements are usually
invoiced according to the actual expense. It is in your interest to systematize their treatment,
and automate the process to the maximum, to recharge as much as you are contractually able.
Allow employees to enter professional expenses
Users can then enter and review their expenses using the menu Human Resources Expenses
Expenses.
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Expenses form to enter and review expenses
Report of these expenses can be printed by using the option Print HR Expenses.
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HR Expenses Report
Create templates for the various expenses accepted by the company using System's product
form. You could, for instance, create a product with the following parameters for the
reimbursement of travel expenses by car at 0.25 per kilometer:
1. Name : Car travel ,
2. Default Unit Of Measure : km ,
3. Cost Price : 0.25 ,
4. Sale Price : 0.30 ,
5. Product Type: Service.
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The employee keeps his expenses sheet in the Draft state while completing it throughout the
period. At the end of the period (week or month), the employee can confirm his expense form
using the Submit to Manager Button on the form. This puts it into the state Waiting Approval .
Track the approval management process
At the end of the period, the department manager can access the list of expense forms awaiting
approval using the menu Human Resources Expenses Expenses.
The department manager can then approve or refuse the expenses. Now, the Generate
accounting entries button is visible which on clicking creates a purchase receipt, in the
employee's name so that the employee can be reimbursed. An analytic account is coded onto
each line of the receipt. The purchase receipt (on creation) automatically goes into the posted
state, generating analytic accounting entries as they would be with any other invoice.
You can view the statistical analysis of expenses using menu Reporting Human Resources
Expenses Analysis.
Expenses Analysis
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HR Payroll
Payroll is an integral part of a companys operations in every organization. It is very important

for a companys financial accounting as well as for its recipients i.e. the employees. Odoo
supports this feature to a great extent and it is quite easy to configure and manage Payroll in
Odoo. Odoo Payroll is also well linked with Accounting Module which allows an organization to
track the Payroll entries registered towards salary accounts within a financial year.This
customized module for Al-Hussani Industrial Group includes a generic payroll engine that
handles everything required to compute salary slips, the taxes to pay, etc. You can manage
your company's payroll by using this module.
System provides the following features for efficient payroll management process:-
Salary rule: are used to compute data like allowances, deductions, net, taxes,
contribution registers, etc. You can define salary rules by using the expression.
Salary structure: Define a set of rules usually applied to a category of employees. Salary
calculation after considering all the allowances, deductions and incentives (if any) etc.,
Contribution registers: You can define the list of contributions and associated register.
Using contribution register you can track the contribution of the employee and
company.
Employee and contract: It includes everything required to compute the salary slip of an
employee.
Salary processing on the basis of leaves taken or number of working days.
Generating Reports.
Integrated with Contracts and Holidays.
Salary Structure
A Salary Structure defines the Salary Rules to be applied for the Payroll. A Salary Structure is
linked with the Contract of the Employee. All the Salary Rules defined in the Salary Structure
will be checked and if they satisfy the condition, will be included in the Payroll. A Structure
may have a Parent Structure; in that case all the Rules of the Parent Structure will also be
verified and applied.
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Using the menu Human Resources Configuration Payroll Salary Structure you can define
salary structure.
Figure 19: Payroll - Salary Structures
Salary Structure - Example
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Name: A name for a salary structure.
Reference: A code for a salary structure. It must be unique.
Parent: Select a structure whose rules you want to inherit.
Salary Rules: Add the salary rules which you want to provide under your structure.
After entering the salary structure information click Save .
Salary Rule Categories
Salary Rule Categories are your Basic, Allowance, Deduction, Gross, Net, Company
Contribution, etc. by using which you can categorize your Salary Rule. You can define Salary
Rule Categories by using the menu Human Resources Configuration Payroll Salary Rule
Categories and click Create.
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Name: A name for the Salary Rule Category.
Code: A code for the Salary Rule Category. It must be unique.
Parent: It is used to create hierarchy for reporting purpose.
After entering the Salary Rule Category information click save.
Salary Rules
Salary Rules are the various types of Allowances, Deductions, etc.
There are list of Available Variables which will be used to specify field's value (as python code)
on Salary Rules.
Available variables:
payslip : object containing the payslips.
employee : hr.employee object.
contract : hr.contract object.
rules : object containing the rules code (previously computed).
categories : object containing the computed salary rule categories (sum of amount of all
rules belonging to that category).
worked_days : object containing the computed worked days.
inputs : object containing the computed inputs.
loans : object containing the loan of Employee.
You can define Salary Rules by using the menu Payroll Configuration Salary Rules Salary
Rules and click Create.
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Figure 20: Mobile Allowance defined as Salary Rule
Name: A name for the Salary Rule.
Category: Select a category for a rule.
Code: A code for the salary rule. It must be unique.
Sequence: Provide the sequence (integer).
Sequence plays a major role in the calculation and appearance of payslip lines. For
example, a sequence defined on a rule calculating the Gross should always be greater
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than the sequence's given on Allowance's rules, else it won't be considered in the
calculation of Gross value.
Active: If False, it will allow you to hide the salary rule without removing it.
Appears on Payslip: If False, it won't appear on the payslip but will be considered in the
calculation.
Conditions:
Condition based on: Consider a rule on the basis of some condition. There are three
possibilities: Always True, Range & Python Expression.
o Always True : As the name implies the condition is always true and hence rule will
always be considered in the Payslip calculation.
o Range : The rule will be considered if it falls under a particular range.
Range based on: You can provide the base value for range by using the above
mentioned variable. For example, contract.wage . This will take the wages
mentioned on contract.
Minimum Range: The minimum amount applied for this rule.
Maximum Range: The maximum amount, applied for this rule.
o Python Expression : You can specify your condition by python expression.
Python Condition: The expression can be written using the above mentioned
variable. For example, result = bool (contract.mobile_allowance) .
Amount Type: The computation type for the rule amount. There are three types
available to compute the amount. I.e. Fixed Amount, Percentage, and Python Code .
o Fixed Amount : As the name indicates the amount is fixed.
Quantity: For e.g. A rule for Meal Voucher having fixed amount of 2 SR. per
worked day can have its quantity defined in expression
like worked_days.WORK100.number_of_days which will then be multiplied with
the amount.
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Fixed Amount: An amount for a rule.
o Percentage : Here you can calculate the amount through percentage.
Percentage based on: You can provide a base value for type percentage by using
the above mentioned variable. For example, if you want to give 5% of wages for
Provident Fund then you have to specify percentage based on as contract.wage.
Quantity: For example, a rule for Meal Voucher having fixed amount of 2 SR. per
worked day can have its quantity defined in expression
like worked_days.WORK100.number_of_days which will then be multiplied with
the calculated percentage amount.
Percentage: Provide Percentage.
o Python Code : You can specify your condition by python expression.
Python condition: For example, If you want to calculate Gross then you can write
your expression
like result = categories.BASIC + categories.ALW where BASIC and ALW are
salary rule categories code.
Contribution Register: Eventual third party involved in the salary payment of the
employees. Used in report.
Child Rules: It is used to assign child rules.
Accounting: Debit & Credit Accounts configuration for auto posting of Salary Rule to the
relevant accounts.
Inputs: It is used when you want to provide some Input.
o Description: Description for an input.
o Code: A code for an input that can be used in salary rule. Code must be unique.
Description: Description regarding the rule.
After entering the salary rule information click Save.
Sign of amount
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If you are defining a rule for Allowance then make sure that the amount, percentage or python
code you enter is positive. And if its for Deduction then it has to be negative.
Python Expression
If you are using python code then returned value has to be set in the variable result. And the
rate value to be set in the result_rate variable, otherwise a default rate of 100% will be applied.
You can also use the method() in your expression. There is a sum() method available for three
objects/variables i.e. payslip, worked_days, inputs. They are:
payslip.sum(code, from_date, to_date)
worked_days.sum(code, from_date, to_date)
inputs.sum(code, from_date, to_date)
Contribution Register:
First we have to define list of contribution registers that we want to manage. Then assign register to
appropriate salary rules. When we confirm the salary line it will enter into these corresponding
registers.
Using the menu Human Resources Configuration Payroll Contribution Registers you can
create a Contribution Register.
You need to configure the following:-
Name: A name for the Contribution Register.
Company: Contribution Register belonging to a company.
Description: Description related to Contribution Register.
After creating a register you can assign it on Salary rule. When Payslip is created, payslip lines
generated through salary rules having a contribution register will be linked with that register.
To see the payslip lines related to a contribution register go to that particular register and
print the Payslip Lines report .
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Salary Rule Examples:
Basic
Figure 21: Basic Salary

Condition Based On: Always True
Amount Type: Python Code
Python Code:
result_qty = employee.month_att_days
result = (contract.wage / employee.month_total_days or 30)
Salary Wages defined in the Contract will be divided by the Maximum Possible Working Days in the Month (30). It
will calculate the amount for One Day. Quantity Equation calculates the Worked Days of the Employee. Actual
applied Formula is Quantity * Result * Rate (%). Here Rate is not defined; it will be default to 100%, so Result will
be multiplied by the Quantity.
As an example there are 30 Working Days in a Month, and employee has a Salary contract of 3000. So Daily
amount will be Salary / 30 = 3000/30 = 100. If the worked days of an Employee are 19, then his/her Basic
Salary will be 1900 SR.
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House Rent Allowance
Figure 22: House Rent Allowance

Python Code:
result = contract.wage * contract.house_rent_allowance_metro_nonmetro / 100
Contribution Register: Register for House Rent Allowance

This Rule is very simple. Contract Basic Salary (Wages) will be multiplied by the House Rent
Rate Percentage defined in the Contract. All the House Rent Allowance Transactions will be
booked in the House Rent Allowance Register.
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Mobile Allowance
Figure 23: Mobile Allowance

Condition Based On: Python Code
Python Condition: result = bool(contract.mobile_allowance)
Python Code:
result = ((contract.mobile_allowance*1.00) / (employee.month_total_days or 30))
Contribution Register: Mobile Allowance Register.

This Allowance Rule is applicable, if the Mobile allowance is defined in Employees Contract.
Worked Days of Employee will be multiplied by a Daily (Mobile Allowance defined in Contract
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divided by Number of Days in Month) Mobile Allowance of the Employee to calculate the
Mobile Allowance for the Salary Month. All the Mobile Allowance Transactions will be booked
in the Mobile Allowance Register.
Fuel Allowance
Figure 24: Fuel Allowance

Python Condition: result = bool(contract.fuel_allowance)
Python Code:
result = ((contract.mobile_allowance*1.00) / (employee.month_total_days or 30))
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Contribution Register: Register for Food Coupon.
This Allowance Rule is applicable, if the Mobile allowance is defined in Employees Contract.
Worked Days of Employee will be multiplied by a Daily (Mobile Allowance defined in Contract
divided by Number of Days in Month) Mobile Allowance of the Employee to calculate the
Mobile Allowance for the Salary Month. All the Mobile Allowance Transactions will be booked
in the Mobile Allowance Register.
Food Allowance
Figure 25: Food Allowance

Python Condition: result = bool(contract.food_allowance)
Python Code:
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result = ((contract.food_allowance*1.00) / (employee.month_total_days or 30))
Contribution Register: Food Allowance Register.

This Allowance Rule is applicable, if the Food allowance is defined in Employees Contract.
Worked Days of Employee will be multiplied by a Daily (Food Allowance defined in Contract
divided by Number of Days in Month) Food Allowance of the Employee to calculate the Food
Allowance for the Salary Month. All the Food Allowance Transactions will be booked in the
Food Allowance Register.
Transportation Allowance
Figure 26: Transportation Allowance

Python Condition: result = bool(contract.transportation_allowance)
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Python Code:
result = ((contract.transportation_allowance*1.00) / (employee.month_total_days or 30))
Contribution Register: Transportation Register.

This Allowance Rule is applicable, if the Transportation allowance is defined in Employees
Contract. Worked Days of Employee will be multiplied by a Daily (Transport Allowance defined
in Contract divided by Number of Days in Month) Transport Allowance of the Employee to
calculate the Transport Allowance for the Salary Month. All the Transport Allowance
Transactions will be booked in the Transportation Register.
Supplementary Allowance
Figure 27: Supplementary Allowance
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Condition Based On: Python Expression
Python Condition: result = bool(contract.supplementary_allowance)
Python Code:
result = contract.supplementary_allowance
Contribution Register: SupplementaryRegister.

This Allowance Rule is applicable, if the Supplementary allowance is defined in Employees
Contract. Supplementary Allowance defined in Contract of the Employee will be the
Supplementary Allowance for the Salary Month of the Employee. All the Supplementary
Allowance Transactions will be booked in the Supplementary Register.
Incentive
Figure 28: Incentive

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Python Condition: result =inputs.INCTV and inputs.INCTV.amount or False
Python Code:
result = (inputs.INCTV.amount)
Contribution Register: IncentiveRegister.

If the Employee have any Incentive Entry for the Current Month Salary, then the Incentive
amount booked in the Incentive transaction will be added as allowance for the Salary Month of
the Employee. All the Incentive Transactions will be booked in the Incentive Register.
Arrears
Figure 29: Arrears

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Python Condition: result = inputs.ARS.amount or False
Python Code:
result = (inputs.ARS.amount)
Contribution Register: Arrears Register.

If the Employee have any Arrear Entry for the Current Month Salary, then the Arrear amount
booked in the Arrear transaction will be added as allowance for the Salary Month of the
Employee. All the Arrear Transactions will be booked in the Arrear Register.
Bonus
Figure 30: Bonus

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Python Condition: result = inputs.BNS.amount or False
Python Code:
result = (inputs.BNS.amount)
Contribution Register: BonusRegister.

If the Employee have any Bonus Entry for the Current Month Salary, then the Bonus amount
booked in the Bonus transaction will be added as allowance for the Salary Month of the
Employee. All the BonusTransactions will be booked in the Bonus Register.
Over Time
Figure 31: Over Time

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Python Condition: result = inputs.OT and inputs.OT.amount or False
Python Code:
result = (inputs.OT.amount)
Contribution Register: Overtime Register.

If the Employee have any Overtime Entry for the Current Month Salary, then the Overtime
amount booked in the Overtime transaction will be added as allowance for the Salary Month of
the Employee. All the Overtime Transactions will be booked in the Overtime Register.
Gross Salary
Figure 32: Gross Salary

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Python Code:
result = categories.BASIC + categories.ALW + categories.HR
Gross Salary of the employee will be calculated as the sum of Basic, Allowances and House
Rent.
Prepaid House Rent
Figure 33: Prepaid House Rent

Python Condition: result = inputs.PHR.amount or False
Python Code:
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result = (inputs.PHR.amount)
Contribution Register: Register for Advance Deduction.

If the Employee have taken any advanced House Rent, then the Prepaid House Rent amount for
the current month will be deducted for the Salary Month of the Employee. All the Prepaid
deductions will be booked in the Register for Advance Deduction.
Accounting Entry:
161001 Salary (Dr.)
112005 Prepaid Expenses - Housing Allowance (Cr.)
Loan & Advances
Figure 34: Loan & Advances

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Python Condition: result = inputs.ADV.amount or False
Python Code:
result = (inputs.ADV.amount)

If the Employee have taken any Loan or Advances, then the Advance/Loan amount for the
current month will be deducted for the Salary Month of the Employee. All the Loan deductions
will be booked in the Register for Advance Deduction.
Accounting Entry:
161001 Salary (Dr.)
111501Loans to Employees (Cr.)
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Other Deduction
Figure 35: Other Deduction

Python Condition: result = inputs.ODE.amount or False
Python Code:
result = (inputs.ODE.amount)

If the Employee have any Other Deduction for the Current Month, then the Deduction amount
for the current month will be deducted for the Salary Month of the Employee. All such
deductions will be booked in the Register for Advance Deduction.
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Accounting Entry:
161001 Salary (Dr.)
161099Other Benefits (Cr.)
GOSI Deduction
Figure 36: GOSI Deduction

Python Condition: result = bool(contract.gosi_deduction)
Python Code:
result = - (contract.gosi_deduction)
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Contribution Register: Gossi Register.
If the Employee have Gossi Deduction in his Contract, then the Deduction amount for the
current month will be deducted for the Salary Month of the Employee. All Gossi deductions will
be booked in the Gossi Register.
Accounting Entry:
161001 Salary (Dr.)
121005 Accrued Expenses- Gossi Expenses (Cr.)
Net Salary
Figure 37: Net Salary

Python Code:
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result = categories.BASIC + categories.ALW + categories.DED + categories.HR
Contribution Register: Employee.

The Net Salary is the amount that have to be paid to the Employee. It is calculated as sum of
Basic, Allowances, Deductions and HR Allowance.
Accounting Entry:
161001 Salary (Dr.)
121001 Accrued Expenses- Salaries (Cr.)
Input Rules:
There are many other Input Rules in the System. The complete definition of such rules needs
some input Codes to be defined in the Input Tab of the Salary Rule. Simply Give a Unique Code
and the Description for that. As the Rule in Example have an input Code BNS with the
description Bonus of Employee.
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Employee Payslips
At the end of the Payroll Period, the Payroll Slips of the Employees are generated. There are
different ways of generating the Payslips. The Payslips can be generated in batches (The
payslips of a whole department can be generated in a batch). By using End of Pay Period
wizard, all slips can be generated by a single click. A single Payslip can be generated by the
method described here. Eventually the Payslips individually have the same information
regarding the generation mechanism.
Following are some pre-requirements before generating a Payslip.
Employee data with Proper Contract successfully defined in the System.

Employees Attendance have been marked/uploaded in the System.
Salary Rules & Structures have been configured in the System.
*** Presence, Absence & Overtime Polices configures properly.
Use the menu Human Resources Payroll Advanced Employee Payslips
Employee: Employee for Payslip.
Period: The beginning and ending date of pay period.
Reference: Slip number (auto generated by the System).
Payslip Name: Description of payslip.
Contract: Contract related to Employee to be considered for payslip.
Structure: Salary Structure for generating payslip lines.
Credit Note: If True, indicates this payslip has refund of another.
Worked Days & Inputs: - It displays the worked days and inputs.
Worked Days: The no of days and hours an employee has worked. It calculates the
number of regular working days and hours, Overtime and others (according to the
policies defined in the Policy Group.) on the basis of Working Schedule provided on
contract. It also calculates the leaves.
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Figure 38: Employee Payslip
o Description: Description regarding your working, overtime or leave day.
o Code: Code for Payslip Worked Days. .. Note: You cannot change the code for
working days i.e.'WORK100'.
o Number of Days: Number of Days an employee has worked as regular, overtime or

taken leave.
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o Number of Hours: Number of Hours for which an employee has worked as regular,
overtime or taken leave.
o Contract: Contract to be applied for Payslip Worked Days.
Other Inputs: It is used when you want to provide some incentives, commissions, etc.
Input Data comes from the rules having Inputs. You need to provide an amount through
Input Data of payslip.
o Description: Description for Payslip Input.
o Code: A code for Payslip Input.
o Amount: The amount for an incentive.
o Contract: Contract to be applied for Payslip Input.
Salary Computation: It displays the salary Computation details.
Figure 39: Payslip - Salary Computation Tab
Details by Salary Rule Category: It displays the rules grouped by its categories.
Other Information: - It holds the information regarding the company, payment, notes,
etc.
Company: The Company.

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Payslip Batches: Name of Payslip Batch through which payslip is generated.
Made Payment Order: If True, the payment is made.
Salary Journal:Salary Journal related to payslip.
Accounting Entry: Link to the Accounting Entry for the Current Salary Slip.
Figure 40: Payslip - Accounting Information
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Employee Payslip PDF Report
You can print the Employee Payslip PDF Report from the view of Employee Payslips from Print
button.
Figure 41: Employee Payslip in PDF
Payslip Details PDF Report
You can print the Payslip Details report from the view of Employee Payslips. It prints the
report grouped by Salary Rule Category.
Payslip Lines PDF Report

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You can print the Payslip Lines report from the view of Contribution Registers. It prints the
Payslip Lines by Contribution Register.
Click on the Confirm button when the payslip is fully calculated and the Payment is made. It
will change the state to Done .
It will generate the accounting entries automatically according to the account configuration in
the System. After confirmation of Payslip, no change to the payslip is possible.
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Payslips Batch
Using the menu Human Resources Payroll Payslips Batches you can create payslips for
various employees at a time. Its like a register which holds payslips of various employees
created through Generate Payslips wizard.
Payslips Batch
You need to configure the following:-
Name: A name for Payslips Run.
Date From: The beginning date of pay period which will be the Date From for payslips to
be created.
Date To: The last date of pay period which will be the Date To for payslips to be created.
Credit Note: If True, indicates that all payslips generated from here are refund payslips.
Click on the Generate Payslips wizard, it will let you choose the employees for which you want
to generate payslips.
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Generate Payslips wizard
Payslips: It holds the newly generated Payslips through wizard.
A click on the Close button of Payslips Batch changes the state to Close .
Process payslips by department
There are three employees in the Information Technology Department, Lets create the Payslips
of Information Technology Department and maintain the Salary Batch for Information
Technology Department along with the Salary Register for March 2014.
Use the menu Human Resources Payroll Advanced Registers, then click Create Button to
Create the New Register. After saving the New Created Register, Click on Create Payslips to
Create the Payslips.
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Generate Payslips Wizard Example
Select the required departments, and click Generate Button. You will see that Payslips for
Information Technology Department have been registered in the Register.
Payroll Register Example
Click on the Department to view the generated Payslips of that department. And by clicking on
any Slip, you can view the detail of that slip.
Payslips of Information Technology Department Example
Payroll Run - End of Pay Period Wizard
At the end of the Pay Period, Payroll Run will do the Job of Payslip Generation and Payment
process of the Salary.
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Use the menu Human Resources Payroll End of Pay Period, then select the Period. Pay Period
with Current Status will be displayed. Click on End of Pay Period Wizard button to run the
Payroll.
Payroll Period
Payroll Run contains a lot of information and possibilities there. Lets explore this screen in
Parts.
Payroll Run Part-1
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Check Attendance Records:
This Part will display the count of generated Exceptions from the Employees Attendance and
their Schedules. It will display the Count of Low, Medium, High and Critical Severity Levels. To
View the detail of Exceptions, Click View Alerts button.
Public Holidays:
If there are any public holidays during this pay period please review the dates on which they
fall.
Lock Pay Period:
Lock the Pay Period before further processing in the Payroll Run.
Payroll Run Part-2
Review Pay Slip Amendments:

Review pay slip amendments, if any, attached to this pay period. You can confirm, cancel or
modify amendments directly from this wizard. Only confirmed amendments will be processed.
Review Benefits and Premiums:
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Generate and Review Pay Slips:
Click Generate Pay Slips button to generate the Payslips, You can review the Generated
Payslips by clicking on the Review Pay Slips button. This will display the generated Payslip
Register which contains the Payslip batches. A Batch contains the Payslips of one Department.
Review and Resolve Payroll Exceptions:
Payroll exceptions denote possible abnormalities in the generated Pay Slips. While most types
of exceptions should be reviewed, only "Critical" exceptions will block you from moving on to
the next stage. Critical exceptions must be resolved and the affected Pay Slips recomputed
before the wizard will continue to the next stage. Click View Exceptions button to view the
detail of the Exceptions.
Payroll Run Part-3
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To take the Printouts of the Payslips, click on the Print Pay Slips button. This will print the
Payslips of all the Employees.
To take the Prints of Slips in Details, click on the Print Pay Slips Details button. It will print
the Payslips of all the Employees in Detail.
To take the Summary of Payroll, Click on Print Payroll Summary.
Pay Slip Example
Payroll Summary Example
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Pay Slip Details Example
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Payroll Register Example
Employee Contribution Register Example
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Overtime Contribution Register Example
Start Making Payments

Once you start making payments there is no way to go back to a previous state. Any
modifications will have to be made as Pay Slip Amendments to the next pay period after this
one is closed.
Once you close a pay period there is no way to alter the status of any pay slips. Any
modifications will have to be made as Pay Slip Amendments to the next pay period.
List of Figures
FIGURE 1: APPLICATIONS SCREEN ................................................................................................................................................. 8
FIGURE 2: HUMAN RESOURCES MODULES ..................................................................................................................................... 8
FIGURE 3: INTERFACE INFORMATION ............................................................................................................................................. 9
FIGURE 4: KANBAN VIEW ............................................................................................................................................................ 9
FIGURE 5: LIST VIEW ................................................................................................................................................................ 10
FIGURE 6: FORM VIEW ............................................................................................................................................................. 11
FIGURE 7: EMPLOYEE PROFILE FORM .......................................................................................................................................... 13
FIGURE 8: EMPLOYEE FORM - PERSONAL INFORMATION ................................................................................................................. 14
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FIGURE 9: EMPLOYEE - BANK ACCOUNT INFORMATION................................................................................................................... 14
FIGURE 10: EMPLOYEE - BANK INFORMATION............................................................................................................................... 15
FIGURE 11: EMPLOYEE - HR SETTINGS ........................................................................................................................................ 15
FIGURE 12: DEFINITION OF A WORKING CONTRACT FOR A GIVEN EMPLOYEE ........................................................................................ 17
FIGURE 13: MONTHLY ATTENDANCE LIST..................................................................................................................................... 21
FIGURE 14: SAMPLE EXCEL FILE (ATTENDANCE) ............................................................................................................................ 22
FIGURE 15: IMPORT RECORDS ................................................................................................................................................... 22
FIGURE 16: IMPORT ATTENDANCE PREVIEW ................................................................................................................................. 23
FIGURE 17: IMPORT ATTENDANCE RECORDS VERIFICATION ............................................................................................................. 24
FIGURE 18: MONTH ATTENDANCE AFTER IMPORT ......................................................................................................................... 24
FIGURE 19: PAYROLL - SALARY STRUCTURES ................................................................................................................................. 40
FIGURE 20: MOBILE ALLOWANCE DEFINED AS SALARY RULE ............................................................................................................ 43
FIGURE 21: BASIC SALARY ......................................................................................................................................................... 47
FIGURE 22: HOUSE RENT ALLOWANCE ........................................................................................................................................ 48
FIGURE 23: MOBILE ALLOWANCE ............................................................................................................................................... 49
FIGURE 24: FUEL ALLOWANCE ................................................................................................................................................... 50
FIGURE 25: FOOD ALLOWANCE .................................................................................................................................................. 51
FIGURE 26: TRANSPORTATION ALLOWANCE ................................................................................................................................. 52
FIGURE 27: SUPPLEMENTARY ALLOWANCE ................................................................................................................................... 53
FIGURE 28: INCENTIVE ............................................................................................................................................................. 54
FIGURE 29: ARREARS ............................................................................................................................................................... 55
FIGURE 30: BONUS .................................................................................................................................................................. 56
FIGURE 31: OVER TIME ............................................................................................................................................................ 57
FIGURE 32: GROSS SALARY ....................................................................................................................................................... 58
FIGURE 33: PREPAID HOUSE RENT.............................................................................................................................................. 59
FIGURE 34: LOAN & ADVANCES ................................................................................................................................................. 60
FIGURE 35: OTHER DEDUCTION ................................................................................................................................................. 62
FIGURE 36: GOSI DEDUCTION................................................................................................................................................... 63
FIGURE 37: NET SALARY ........................................................................................................................................................... 64
FIGURE 38: EMPLOYEE PAYSLIP .................................................................................................................................................. 67
FIGURE 39: PAYSLIP - SALARY COMPUTATION TAB......................................................................................................................... 68
FIGURE 40: PAYSLIP - ACCOUNTING INFORMATION ........................................................................................................................ 69
FIGURE 41: EMPLOYEE PAYSLIP IN PDF ....................................................................................................................................... 70
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HRM Odoo

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What are the different views available in the HR system?

What are the different views available in the HR system?

What are the different components covered under the employee profile?

What are the different components covered under the employee profile?

ENTERPRISE RESOURCE

Muhammad Farooq Arif

Let us look at some of the key features of the HRM system:

Holiday and Leave Management

Overtime & Accrual Policies:

Other Smart Features:

Figure 1: Applications Screen

Figure 2: Human Resources Modules

Figure 3: Interface Information

Figure 4: Kanban View

Figure 5: List View

Figure 7: Employee Profile Form

Figure 8: Employee Form - Personal Information

Figure 9: Employee - Bank Account Information

Figure 11: Employee - HR Settings

Different documents information like; Iqama Information, Entry Information, Passport

Employee and User link.

Assign categories to an employee in the Employee form

Figure 12: Definition of a working contract for a given employee

Click Create Button to Create a New Contract

Salary & Advantages:

Allowances & Deductions

After entering the Contract information click save.

Employee Name Date Month Days Present Days

Figure 14: Sample Excel File (Attendance)

The following screen will show.

Figure 15: Import Records

Figure 16: Import Attendance Preview

Figure 18: Month Attendance after Import

Loan Rules - Example

You can configure the following information:-

Code: Code for the Loan Rule.

Maximum Amount: Maximum amount of the Loan that can be offered/applied to an

Maximum Shares: Maximum number of Shares/Instalments, The Employee have to

Description: Description of the Loan Rule.

After entering the Loan Rule information click Save .

Employee Loans - Example

Name: A name for a Loan.

Employee Loan Balance Adjustment - Example

Define different leave types

Leave Type form

You can configure the following information:

Leave Type: A name for the leave type.

After entering the leave type information, click Save.

Manage Holiday requests and approvals

Description: Reason for leave.

Mode: Either By Employee or By Employee Category.

Category: If leave category is By Employee Category, you must select an employee

Leave Type: Select a pre-defined type of leave.

Duration: Leave start date and end date.

Track previous Holiday requests

To get an overview of leaves by department, go to Reporting Human Resource Reports

Leaves by Department PDF report

Allow employees to enter their own allocation requests

Description: A name for the request.