Demo video: Documents - Payroll
What it does
- In HR management, the storage of labor contracts, employee payslips... in a scientific and interconnected manner throughout the system is an inevitable need, aiming for the related departments can be conveniently looked up when needed.
 
- If the Documents software already provides tools to help you create and manage documents according to certain rules, this module is the bridge between the Documents software (viin_document) and the Payroll application (to_hr_payroll), providing available data for Workspaces, automatic document creation rules, search rights,... related to:
- Contracts;
 
- Payslips;
 
- Other documents related to employee's salary such as scanned copy of Birth Certificate of children/dependants,...
 
 
 
Supported Editions
- Community Edition
 
 
 
 
							 
								
									
Installation
- Navigate to Apps.
 
- Search with keyword viin_document_hr_payroll.
 
- Press Install.
 
 
Instruction
1. Sample data
After installing the module, you will see a sample data that includes:
Navigate to Documents > Configuration > Actions, you will see actions data. Details of each action are also configured.
Navigate to Documents > Configuration > Teams, you will see teams data.
- Document Generation Rule:
 
Navigate to Documents > Configuration > Document Generation Rule, you will see rules data. Details of each rule are also configured.
Navigate to Documents > Master Data > Tags, you will see tags data:
Navigate to Documents > Master Data > Workspaces, you will see workspaces data. In detail, each workspace is also configured with actions and access rights:
2. Manage documents related to Payroll
- Navigate to Payroll > Employees > Employees, select an employee, navigate to the chat area (chatter) to attach document. After attaching, documents will be automatically stored in the HR Documents workspace:
 
- Similarly, when you navigate to Payroll > Employees > Contracts or Payroll > Payslips > Payslips to select a contract/payslip from the list, navigate to the chat area to attach a scanned copy of the signed contract/payslip. Once attached, the contract/payslip will be automatically stored in the respective HR Contract/Payroll workspace.
 
 
 
 
								 
							
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