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34 changes: 19 additions & 15 deletions content/applications/hr/payroll.rst
Original file line number Diff line number Diff line change
Expand Up @@ -4,17 +4,18 @@
Payroll
=======

Odoo *Payroll* is used to process work entries and create payslips for employees. *Payroll* works in
conjunction with other Odoo apps, such as *Employees*, *Time Off*, *Attendances*, and *Planning*.
Odoo **Payroll** is used to process work entries and create payslips for employees. **Payroll**
works in conjunction with other Odoo apps, such as **Employees**, **Time Off**, **Attendances**, and
**Planning**.

The *Payroll* app helps ensure there are no issues or conflicts when validating work entries. It
also handles country-specific localizations to ensure payslips follow local rules and taxes, and
allows for salary assignments.
The **Payroll** app helps ensure there are no issues or conflicts when validating work entries. It
also handles :doc:`country-specific localizations <payroll_localizations>` to ensure payslips follow
local rules and taxes, and allows for salary assignments.

Settings
========

Configure the *Payroll* app by navigating to :menuselection:`Payroll app --> Configuration -->
Configure the **Payroll** app by navigating to :menuselection:`Payroll app --> Configuration -->
Settings`. The various settings for accounting, localizations, time off, alerts, and payslips are
specified here.

Expand All @@ -36,10 +37,10 @@ The accounting section of the configuration menu relates to three options:
Localizations
-------------

*Localizations* are country-specific settings pre-configured in Odoo at the creation of the
*Localizations* are country-specific settings preconfigured in Odoo at the creation of the
database, which account for all taxes, fees, and allowances for that particular country.

The :guilabel:`Localization` section of the *Payroll* app :guilabel:`Settings` page may include
The :guilabel:`Localization` section of the **Payroll** app :guilabel:`Settings` page may include
specific settings that need to be set for the specific country. This selection also provides a
detailed view of all benefits provided to employees.

Expand All @@ -53,7 +54,7 @@ database.
Odoo can handle a multi-company configuration. This is generally done when there is a main
company or office location, such as a headquarters, and there are other offices/branches around
the country or globe, that fall under that main company or headquarters. In Odoo, each company,
including the headquarters, would be set up as their own company/branch using the multi-company
including the headquarters, must be set up as their own company/branch using the multi-company
method.

Each individual company can have a different localization setting, since locations can vary
Expand All @@ -62,6 +63,9 @@ database.
For more information on companies, refer to the :doc:`Companies <../general/companies>`
documentation, which covers how to set up companies.

.. seealso::
:doc:`payroll_localizations`

Time off
--------

Expand Down Expand Up @@ -243,7 +247,7 @@ Off`, :guilabel:`Training`, or :guilabel:`Public Holiday`.
Work entry types
----------------

When creating a work entry in the *Payroll* application, or when an employee enters new time off types
When creating a work entry in the **Payroll** application, or when an employee enters new time off types
in *Time Off* application, a :guilabel:`Work Entry Type` needs to be selected. The list of
:guilabel:`Work Entry Types` is automatically created based on localization settings set in the
database.
Expand Down Expand Up @@ -577,7 +581,7 @@ Top section
- :guilabel:`Appears on payslip`: tick the checkbox to have the rule appear on employee printed
payslip.
- :guilabel:`View on Employer Cost Dashboard`: tick the checkbox to have the rule appear on the
:guilabel:`Employer Cost` report, located on the *Payroll* app dashboard.
:guilabel:`Employer Cost` report, located on the **Payroll** app dashboard.
- :guilabel:`View on Payroll Reporting`: tick the checkbox to have the rule appear on payroll
reports.

Expand Down Expand Up @@ -893,17 +897,17 @@ Enter the following information on the form:
Jobs
====

Since the *Payroll* application is responsible for paying employees for specific job positions, the
complete list of job positions can be found in both the *Payroll* and *Recruitment* applications.
Since the **Payroll** application is responsible for paying employees for specific job positions, the
complete list of job positions can be found in both the **Payroll** and *Recruitment* applications.

.. _payroll/job-positions:

Job positions
-------------

The job positions listed in the *Payroll* application are identical to the job positions listed in
The job positions listed in the **Payroll** application are identical to the job positions listed in
the *Recruitment* application. If a new job position is added in the *Recruitment* application, it
is also visible in the *Payroll* application, and vice versa.
is also visible in the **Payroll** application, and vice versa.

To view the job positions, navigate to :menuselection:`Payroll app --> Configuration --> Jobs: Job
Positions`.
Expand Down