合同

Every employee in Odoo is required to have a contract in order to be paid. A contract outlines the terms of an employee’s position, their compensation, working hours, and any other details about their position.

重要

Contract documents (PDFs) are uploaded and organized using the Documents application, and are signed using the Sign application. Ensure these applications are installed to send and sign contracts. Please refer to the 文档 and 标志 documentation.

To view the employee contracts, go to the Payroll app ‣ Contracts ‣ Contracts from the top menu. All employee contracts, and their current contract status, are displayed in a Kanban view, by default. The Kanban view displays running contracts, contracts that require action, expired contracts, and cancelled contracts.

注解

The list of contracts in the Payroll application matches the list of contracts in the Employees application.

In order for an employee to be paid, an active contract is required. If a new contract is needed, click the Create button on the Contracts dashboard. A contract form appears where the information can be entered. Required fields are underlined in bold.

Contact Reference: type in the name or title for the contract, such as John Smith Contract. This field is required.

Employee: using the drop-down menu, select the employee that the contract applies to.

Contract Start Date: the date the contract starts. To choose a date, click the drop-down menu, navigate to the correct month and year with the < > (arrow) icons, then click on the desired date. This field is required.

Contract End Date: if the contract has a specific end date, click the drop-down menu, navigate to the correct month and year with the < > (arrow) icons, then click on the desired date.

Working Schedule: select one of the working schedules from the drop-down menu. This field is required.

小技巧

在 工作时间表 下拉菜单中显示所选公司的所有工作时间。要修改或添加到此列表，请转到 工资单应用程序 ‣ 配置 ‣ 工作时间。点击 新建，创建一个新的工作日程，或点击现有的工作日程并进行编辑。

工作输入源：选择如何生成 工作条目。此字段为**必填**。点击所需选项旁边的单选按钮。选项有：

工作时间表：根据所选的 工作时间表，生成工作条目。

考勤：根据员工在*考勤*应用程序中的签到记录生成工作条目。（需要 考勤 应用程序）。

排期：工作条目根据*排期*应用程序中员工的计划时间表生成。（需要 排期 应用程序）。

工资结构类型：从下拉菜单中选择一种工资结构类型。默认的工资结构类型是 员工 或 工人。如有需要，可创建 新工资结构类型。

部门：从下拉菜单中选择合同适用的部门。

工作岗位：从下拉菜单中选择合同适用的具体工作岗位。

注解

如果所选的 工作职位 有与特定 工资结构类型 关联的合同模板，则 工资结构类型 将更改为与该 工作职位 关联的类型。

工资单上的工资：输入员工的每月工资。

合同类型：从下拉菜单中选择 长期、临时、季度、全职`或 :guilabel:`兼职。

Contact Reference: type in the name or title for the contract, such as John Smith Contract. This field is required.

Employee: name of the employee the contract applies to.

Contract Start Date: the date the contract starts. Choose a date by clicking on the drop-down menu, navigating to the correct month and year by using the (arrow) icons, then clicking on the desired date. This field is required.

Contract End Date: the date the contract ends. Choose a date by clicking on the drop-down menu, navigating to the correct month and year by using the (arrow) icons, then clicking on the desired date. This field is required.

Salary Structure Type: select one of the salary structure types from the drop-down menu. The default salary structure types are Employee or Worker. A new salary structure type can be created by typing the name in the field. This field is required.

Working Schedule: select one of the working schedules from the drop-down menu. This field is required.

Department: the department the contract applies to.

Job Position: the specific job position the contract applies to.

Wage on Payroll: the amount to be paid to the employee each month.

Contract Type: choose from CDI, CDD, or PFI from the drop-down menu.

CDI is an open-ended contract with only a start date, but no end date.

CDD 是一个固定期限合同，有开始日期和结束日期。

guilabel: “PFI “是一种比利时特有的合同，用于雇用需要培训的员工，且涵盖专门的培训期。

HR Responsible: if there is a specific person in HR that is responsible for the contract, select the person from the drop-down menu. This field is required.

小技巧

The Working Schedule drop-down menu displays all the working times for the selected Company. To modify or add to this list, go to Payroll app ‣ Configuration ‣ Working Times, and either Create a new working time, or click on an existing working time, then edit it by clicking Edit.

年度成本（实际）：在输入 发薪安排 和 工资 字段后，此字段将自动更新。该金额是雇主的年度总成本。此字段可以修改。但是，如果修改了该字段，工资 字段也会相应更新。如果修改此字段，请确保 工资 和 年度成本（实际） 均正确。

每月成本（实际）：输入 发薪安排 和 工资 字段后，此字段将自动更新。该金额是雇主的每月总成本。此字段**不能**修改，是根据 年度成本（实际） 计算得出的。

The Contract Details tab allows for the addition and editing of a contract, along with specifying which template to use when a new contract is created. These fields must be populated in order to create a new contract.

重要

To access the various contract template fields in the Contract Details tab, the Salary Configurator (hr_contract_salary) module must be installed.

When the Salary Configurator module is installed, the Salary Configurator - Holidays and Salary Configurator - Payroll modules install, as well.

Once the modules are installed, the database reverts to the main dashboard.

合同模板：从下拉菜单中选择预先存在的合同模板。合同模板通常通过配置菜单创建，并存储在 文件 应用程序中。

HR 负责人：从下拉菜单中选择负责验证合同的人员。此字段为必填字段。

新合同文件模板：从下拉菜单中选择要修改的合同，作为新员工合同。这些文件存储在 签署 应用程序中。

合同更新文件模板：如果员工有需要更新的现有合同，则从下拉菜单中选择合同。这些文件存储在 签署 应用程序中。

重要

只有安装了 签署 应用程序，并安装了 hr_contract_salary 和 hr_contract_salary_payroll 模块，才能看到 HR 负责人、新合同文件模板 和 合同更新文件模板 字段。签署 应用程序是存储合同模板的地方。员工必须使用此应用程序才能签署任何合同。

分析账户：从下拉菜单中选择合同影响的账户。建议与会计部门核对，以确保选择了正确的账户。

兼职：如果员工从事兼职工作，请勾选此框。激活后，会出现其他字段：

%（百分比）：输入该员工与全职员工相比的工作时间百分比。

标准日历：从下拉菜单中选择常规全职工人使用的工作时间。

兼职工作输入类型：选择生成全职工作时间表余额的工作输入类型。

Example

如果全职员工每周工作 40 小时，而该员工工作 20 小时，则在 %（百分比） 字段中输入 50`（40 小时的 50%=20 小时）。该员工在工作条目类型 `兼职 下生成二十（20）小时的工作条目，在工作条目类型 `一般休息时间 `下生成另外二十（20）小时的工作条目，总共生成四十（40）小时的工作条目。

guilabel:备注：文本字段，用于输入员工合同的备注，以备将来参考。

Analytic Account: this field allows a link between the contract and a specific analytic account for accounting purposes.

Contract Template: select a pre-existing contract template from the drop-down menu. Contract templates are typically created through the Recruitment application.

New Contract Document Template: select a contract from the drop-down menu to be modified for this new employee contract.

Contract Update Document Template: select a contract from the drop-down menu, if the employee has an existing contract that requires updating.

Notes: the notes field is a text field where any notes for the employee contract can be entered for future reference.

Click the (external Link) icon at the end of either the New Contract Document Template or Contract Update Document Template to open the corresponding contract template, and proceed to make any desired changes.

点击相应文档旁边的 上传文件 按钮，导航到文件，然后点击 打开 选择文档并将其添加到标签页。

需要修改时，可随时修改合同模板。

Tags: select any tags associated with the contract.

Signed Document Workspace: this is where the signatures are stored. Choose a pre-configured workspace, or create a new one. To create a new Signed Document Workspace, type in the name of the workspace, then click either Create to add the new workspace, or Create and Edit to add the workspace and modify the workspace details.

Signed Document Tags: select or create any tags that are only associated with the signed contract, as opposed to the original unsigned contract.

Redirect Link: enter a redirect link for the employee to access the contract. A redirect link takes the user from one URL to another. In this case, it takes them to the newly-updated contract specifically written for them.

Who can Sign: select either All Users or On Invitation.

All Users: any user in the organization can sign the contract.

On Invitation: only users selected in this field can sign the contract.

Invited Users: select the person (or people) that can sign the document.

Document: the attached document can be replaced by clicking the (pencil) icon. A pop-up window appears, so another document can be selected for upload. The file must be a PDF. To remove the document, click the (trash can) icon.

编辑完成后，单击 保存 按钮。所选合同模板的所有信息将填充到 工资信息 选项卡中的字段。如适用，将出现其他选项卡，如 个人文档。

This section is where the specific salary details are defined. This section is country-specific, so these fields vary, depending on where the company is located.

Enter the amount in the various fields, or tick a checkbox to apply a benefit. Some options that can be entered here include Group Insurance Sacrifice Rate and Canteen Cost, for example.

Some fields may be automatically filled in as other fields are entered. For example, the Yearly Cost (Real) and Monthly Cost (Real) updates once the Wage is populated.

This tab only appears after an Employee is selected, and houses any documents that are linked to the employee on their employee record. Documents cannot be added to this tab, this tab only shows documents that are already uploaded and associated with the employee.

The available documents in this tab can be downloaded. Click the (download) icon next to the document to download it.

Once a contract has been created and/or modified, save the contract by clicking the Save button. Next, the contract must be sent to the employee to be signed.

Click on one of the following buttons to send the contract to the employee:

Generate Simulation Link: this option is only for Belgian companies. Clicking this opens a pop-up window that contains the basic information from the contract, as well as a link for the contract when using the salary configurator. Click Send to send an email to the employee, so they can sign the contract.

At the bottom of the pop-up form is a Link Expiration Date. This is the timeframe that the contract offer is valid for. By default, this field is pre-populated with 30 days, but it can be modified.

注解

In order to send a contract using the Generate Simulation Link, there must be a signature field in the contract PDF being sent to the employee, so they can sign it.

Signature Request: clicking this reveals a pop-up window, where an email can be typed to the employee. Select the document (such as a contract, NDA, or Homeworking Policy) from the drop-down menu, and fill out the email section. Click Send when the email is ready to be sent.

注解

To send a contract using the Generate Simulation Link, there must be a signature field in the contract PDF being sent to the employee, so they can sign it.

Any automatic deductions or allocations for an employee, such as child support payments and wage garnishments, are referred to as a salary attachment. This section is where all of these deductions or allocations are set.

To add a new deduction, first navigate to Payroll app ‣ Contracts ‣ Salary Attachments. Next, click Create, and a new salary attachment form loads.

Fill out the following fields on the form:

Employee: using the drop-down menu, select the employee the salary attachment applies to.

Description: enter a short description for the salary attachment, such as Child Support or 529 Contribution.

Type: using the drop-down menu, select the type of salary attachment being created. Choose from:

Attachment of Salary: any payments taken out towards something that is not child support. Typically any garnishments, such as lawsuit payments, payments toward taxes owed, etc.

Assignment of Salary: any deduction that is not required, but voluntary, such as a pre-tax allocation to a college savings account.

Child Support: any payments taken out specifically for child support.

Start Date: the date the salary attachment starts. Choose a date by clicking on the drop-down menu, navigating to the correct month and year by using the (arrow) icons, then clicking on the desired date. This field is required.

Estimated End Date: this field automatically populates after both the Monthly Amount and Total Amount fields are populated. This field is not modifiable.

Document: attach any documents relevant to the salary attachment. Click the Upload Your File button, navigate to the desired document in the file explorer, then click Open to select the document, and attach it to the form. To change the attached document, click the (pencil) icon, and select a different document. To remove a document, click the (trash can) icon.

Monthly Amount: enter the amount to be taken out of the employee’s paycheck every month for this specific salary attachment.

Total Amount: enter the total amount that the employee pays for the salary attachment to be completed.