Start by entering the employee's name in Name and the employee category i.e. Tags. You can then create a new user of the OpenERP system linked to this employee by filling in a new User form through the Related User field. And the company that this employee works for in Company.
This appears in the partner contact form in OpenERP. 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.
At the top right of the form you can find button which will lead you to the Timesheets associated with that employee.
To do this, the software uses a factor defined in the contract (for example, contract type, wages, working schedule, etc). Ideally, this factor should take into account the salary costs, taxes, insurances and other overheads associated with pay.
You must create and assign employee categories for employees in order to be able to assign and manage leave and allocation requests by category. You can define employee categories from Human Resources ‣ Configuration ‣ Employee Tags. 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.
Now, when you create a new leave or allocation request from the menuitems under Human Resources ‣ Leaves, if your Allocation Mode is By Employee Category, then you must choose a pre-defined Category. The request will then be applicable to all those employees who belong to the category selected. For example, you can create an allocation request for employees belonging to the Trainee category, entitling them to fewer leaves than the rest of the employees.
If you install the hr_contract module you can link contract details to the employee record. Go to the menu Settings ‣ Configuration ‣ Human Resources.And then tick the Record contracts per employee .
Define new contract types at Human Resources ‣ Configuration ‣ Contract ‣ Contract Types.
Employee : Employee for whom you want to define a contract.
Job Title : Select job position.
Working Schedule: For example 45 Hours/Week.
Duration: Start date and end date, since the employee started working where Start date is mandatory.
Wage : Basic salary of the employee.
Trial Period Duration : Start date & End date for the contract trial period, if any.
Work Permit tab : Information regarding the Visa No, Visa Expire date and Work Permit No.
In some companies, staff have to sign in when they arrive at work and sign out again at the end of the day. If each employee has been linked to a system user, then they can sign into OpenERP by clicking on the icon at top-right.
The first and second report shows the attendance data for the selected month and week respectively.