[ADD] Payroll: Time Off To Report

content/applications/hr/payroll.rst

@@ -895,6 +895,7 @@ form.
 .. seealso::
    - :doc:`payroll/contracts`
    - :doc:`payroll/work_entries`
+   - :doc:`payroll/time_off_to_report`
    - :doc:`payroll/salary_attachments`
    - :doc:`payroll/payslips`
    - :doc:`payroll/batches`
@@ -909,6 +910,7 @@ form.
 
    payroll/contracts
    payroll/work_entries
+   payroll/time_off_to_report
    payroll/salary_attachments
    payroll/payslips
    payroll/batches

content/applications/hr/payroll/time_off_to_report.rst

@@ -0,0 +1,77 @@
+==================
+Time off to report
+==================
+
+Payroll is often processed a few days before the end of a pay period, so that employees can be paid
+in a timely manner. When work schedules are predictable, this method often works. However, sometimes
+employees take time off unexpectedly, especially sick time. When this occurs, there can be
+discrepancies in payroll that must be addressed.
+
+.. example::
+   The payroll department for a medium-sized company processes paychecks every two weeks, on
+   Wednesdays. Each employee is paid on the Friday after.
+
+   One employee is sick on the last Thursday and Friday of the two-week pay period. Since they have
+   automatically generated work entries based on their working schedule, and payroll is processed on
+   Wednesdays, the paycheck they receive incorrectly states that they were paid for a regular work
+   day for all ten days of the two-week pay period.
+
+   Instead of cancelling the paycheck and reissuing it, causing delays for the employee and more
+   work for the payroll department, Odoo allows for the deferral of the time off taken, to the
+   following pay period.
+
+   This ensures all time off balances are correct, and the employee is properly compensated for
+   their time.
+
+.. _payroll/time-off-dashboard:
+
+Time off dashboard
+==================
+
+When time off requests are submitted for a time period that was already processed on a payslip, the
+time off requests appear in the *Time Off* page of the **Payroll** app. To access this, navigate to
+:menuselection:`Payroll app --> Work Entries --> Time Off to Report`.
+
+The :guilabel:`Time Off` page default filter is :guilabel:`To Defer`, and displays all requests with
+a :guilabel:`Payslip State` of :guilabel:`To defer to next payslip`. This is because the employee
+was *already paid* for that time as worked time, and it was logged as regular time spent at work.
+
+.. image:: time_off_to_report/time-off-to-report.png
+   :alt: A list of all time off requests that were not approved before payslips were generated.
+
+Defer multiple time off entries
+===============================
+
+In order to keep the employee's time off balances correct, the time off request **must** be applied
+to the following pay period. This not only ensures time off request balances are current, it also
+eliminates the need to redo work entries, cancel paychecks, and reissue paychecks.
+
+To select the work entries to defer, tick the box to the left of the work entry line on the
+:ref:`Time Off page <payroll/time-off-dashboard>`. To select all work entries in the list, tick the
+box to the left of the :guilabel:`Employee` column title, at the top of the list.
+
+Once any work entry is selected, two buttons appear at the top of the report: a :guilabel:`(#)
+selected` button, and an :icon:`fa-gear` :guilabel:`Actions` button. The :guilabel:`(#) selected`
+button indicates how many entries are currently selected.
+
+When all the desired work entries are selected, click the :icon:`fa-gear` :guilabel:`Actions`
+button, and a menu appears with several choices. Click :guilabel:`Defer to Next Month` in the list,
+and all selected entries are deferred to the following month.
+
+Defer individual time off entries
+=================================
+
+Time off requests appearing on the :ref:`Time Off page <payroll/time-off-dashboard>` can be deferred
+individually. Click on an individual time off request, and the details for that request load.
+
+The specific details for the time off request appear on the left-hand side, and all of the
+employee's submitted time off requests appear on the right-hand side (including the request in the
+details on the left-hand side).
+
+To defer the time off request to the next payslip, click the :guilabel:`Report to Next Month` button
+in the upper-left corner. Once processed, the :guilabel:`Report to Next Month` button disappears,
+and the :guilabel:`Payslip State` changes from :guilabel:`To defer to next payslip` to
+:guilabel:`Computed in Current Payslip`.
+
+.. image:: time_off_to_report/single-defer.png
+   :alt: The time off details for an individual request that needs to be deferred.

content/applications/hr/payroll/work_entries.rst

@@ -259,81 +259,3 @@ Click the :guilabel:`Print` button, and a PDF file is created with all the speci
 .. note::
    The :guilabel:`Print` button does **not** appear until at least one payslip is selected in the
    list.
-
-Time off to report
-==================
-
-If a time off request is submitted for a time period that was already processed on a payslip, the
-time off request appears in the *Time Off* page in the *Payroll* app, which is accessible by
-navigating to :menuselection:`Payroll app --> Work Entries --> Time Off to Report`.
-
-On the :guilabel:`Time Off` page, the request appears with a status of :guilabel:`To defer to next
-payslip`. This is because the employee was already paid for that day, and it was logged as time
-spent at work, as a typical work day.
-
-In order to keep the employee's time off balances correct, the time off request **must** be applied
-to the following pay period. This not only ensures time off request balances are current, it also
-eliminates the need to redo work entries, cancel paychecks, and reissue paychecks.
-
-The most common scenario when this situation occurs, is when payslips are processed a day or two
-before the pay period ends, and an employee is unexpectedly sick on one of the last days of the pay
-period. The employee puts in a time off request for a day that was already processed on a payslip as
-a regular work day. Instead of cancelling the payslip, modifying the work entries, and reissuing the
-paycheck, Odoo allows for those time off requests to be applied to the following pay period,
-instead.
-
-To view all the time off requests that need to be deferred to the next payslip, navigate to
-:menuselection:`Payroll app --> Work Entries --> Time Off to Report`. The default filter for this
-report is :guilabel:`To Defer`.
-
-All time off requests that need to be applied to the following pay period appear with a
-:guilabel:`Payslip State` of :guilabel:`To defer to next payslip`.
-
-.. image:: work_entries/time-off-to-report.png
-   :align: center
-   :alt: A list of all time off requests that were not approved before payslips were generated.
-
-Defer multiple time off entries
--------------------------------
-
-To select the work entries to defer, click the box to the left of the work entry line. To select all
-work entries in the list, click the box to the left of the :guilabel:`Employees` column title, at
-the top of the list.
-
-Once any work entry is selected, two buttons appear at the top of the report: a :guilabel:`(#)
-Selected` button, and an :guilabel:`Actions` button. The :guilabel:`(#) Selected` button indicates
-how many entries are currently selected.
-
-When all the desired work entries are selected, click the :guilabel:`Actions` button, and a menu
-appears with several choices. Click :guilabel:`Defer to Next Month` in the list, and all selected
-entries are deferred to the following month.
-
-.. image:: work_entries/batch-defer.png
-   :align: center
-   :alt: The actions button and # Selected buttons that appear after any selections are made.
-
-Defer individual time off entries
----------------------------------
-
-Time off requests appearing on the :guilabel:`Time Off to Report` list can be deferred individually.
-
-Click on an individual time off request, and the details for that request load.
-
-The specific details for the time off request appear on the left-hand side, and all of the
-employee's submitted time off requests appear on the right-hand side (including the request in the
-details on the left-hand side).
-
-To defer the time off request to the next payslip, click the :guilabel:`Report to Next Month` button
-at the top. Once processed, the :guilabel:`Report to Next Month` button disappears, and the
-:guilabel:`Payslip State` changes from :guilabel:`To defer to next payslip` to :guilabel:`Computed
-in Current Payslip`.
-
-To go back to the :guilabel:`Time Off to Report` list, click on :guilabel:`Time Off` in the
-breadcrumb menu.
-
-.. image:: work_entries/single-defer.png
-   :align: center
-   :alt: The time off details for an individual request that needs to be deferred.
-
-.. seealso::
-   :ref:`Configure work entries <payroll/work-entries-config>`