[IMP] Payroll: Updating reporting

closes #14972

X-original-commit: 9569797
Signed-off-by: Lara Martini (larm) <[email protected]>

Author: larm-odoo

content/applications/hr/payroll.rst

@@ -396,7 +396,7 @@ form.
    - :doc:`payroll/payslips`
    - :doc:`payroll/batches`
    - :doc:`payroll/commissions`
-   - :doc:`payroll/reporting`
+   - :doc:`payroll/payroll_analysis`
    - :doc:`payroll/headcount`
    - :doc:`payroll/work_entry_analysis`
    - :doc:`payroll/payroll_localizations`
@@ -412,7 +412,7 @@ form.
    payroll/payslips
    payroll/batches
    payroll/commissions
-   payroll/reporting
+   payroll/payroll_analysis
    payroll/headcount
    payroll/work_entry_analysis
    payroll/payroll_localizations

content/applications/hr/payroll/payroll_analysis.rst

@@ -0,0 +1,76 @@
+================
+Payroll analysis
+================
+
+The *Payroll Analysis* report displays the total net wage for the company, for the last 365 days.
+This report allows companies to view their payroll costs and identify any trends.
+
+To view the *Payroll Analysis* report, navigate to :menuselection:`Payroll app --> Reporting -->
+Payroll`.
+
+:guilabel:`Net Wage` is the default metric displayed in the report, but other measures can be
+displayed if desired, such as *gross wage* or *days of paid time off*. Click the
+:guilabel:`Measures` :icon:`fa-caret-down` button to view a drop-down menu of other metrics to
+display. Click on the desired measure to display the results.
+
+.. image:: payroll_analysis/payroll-report.png
+   :alt: Payroll overview report showing payroll for the last 365 days.
+
+.. _payroll_analysis/multiple:
+
+View multiple metrics
+=====================
+
+It is possible to view multiple metrics at one time by viewing the report in the *pivot table* view.
+This can aid management to determine other trends, such as which departments do not take time off,
+or which departments have the highest payroll costs.
+
+.. note::
+   **Only one** measure is able to be displayed in the default :icon:`fa-area-chart`
+   :guilabel:`Graph` view. Multiple measures are **only** possible in the :icon:`oi-view-pivot`
+   :guilabel:`Pivot` view.
+
+To display the data in a pivot table, click on the :icon:`oi-view-pivot` :guilabel:`Pivot` button.
+
+The default information displayed includes the number of payslips (:guilabel:`# Payslip`), the
+number of :guilabel:`Days of Paid Time Off` and :guilabel:`Days of Unpaid Time Off`, along with the
+:guilabel:`Net Wage` and :guilabel:`Gross Wage`. All the information is organized by department.
+
+To display more information on the report, click the :guilabel:`Measures` :icon:`fa-caret-down`
+button to reveal a drop-down menu. Click on any metric to display it on the pivot table.
+
+.. image:: payroll_analysis/pivot.png
+   :alt: Pivot table view with the various metrics on display.
+
+Use case: comparing payroll costs
+=================================
+
+Managers can compare payroll costs, and determine which departments have raised their payroll costs,
+either by hiring more employees, or by raising salaries.
+
+To compare previous periods of time, first view the *Payroll Analysis* report in a :ref:`pivot table
+<payroll_analysis/multiple>`. Then, click the :icon:`fa-caret-down` :guilabel:`(Toggle Search
+Panel)` icon in the search bar, and click  :guilabel:`Start Date` :icon:`fa-caret-down` to reveal a
+list of time periods (months, quarters, and years). Click on a desired time period, and a
+:icon:`fa-adjust` :guilabel:`Comparison` section appears in the search bar. Click on one of the two
+available options, either :guilabel:`Start Date: Previous Period`, or :guilabel:`Start Date:
+Previous Year`.
+
+The report now displays three columns of information for every displayed measure: a column for the
+current time period, a column for the previous time period, and a :guilabel:`Variation` column,
+which displays the difference between the two time periods in a color-coded percentage (green for
+increases, red for decreases.)
+
+.. example::
+   In this example, the data shows an overall increase in the number of payslips. Since the company
+   pays all employees every two weeks, an increase in the number of payslips (:guilabel:`#
+   Payslips`) means that more employees were hired, in this example, a 500% increase.
+
+   Additionally, both the :guilabel:`Net Wage` and :guilabel:`Gross Wage` increased. The department
+   :guilabel:`RD US` showed the largest growth, with both metrics increasing by approximately 350%.
+
+   .. image:: payroll_analysis/comparison.png
+      :alt: Pivot table view comparing two years of data.
+
+.. seealso::
+   :doc:`../../essentials/reporting`