1. Creation of Employee and it’s Contract.

To create Employees/Contracts either we can create manually or else we can also import the xls file to automatically create the records based on the records we have in the xls file.

2. → Click on the smart button Contract to create a new contract in the same screen, after adding details click the save button to create a new contract.

Once, the employee’s contract is created, change the contract’s status to Running by clicking on the running state.

3. To create calendars first we need to navigate to the Calendars app, in that go to the Payroll Calendar menu.

4. Now, these calendars will only work once they are activated, and to active the calendars we can either do it manually by navigating to employee or else we can use the Bulk Calendar Activation feature which is there in the Calendar menu.

5. Here the same goes with the Bulk Calendar Deactivation feature, here we can select the employee and its calendars and click on the Deactivate button to deactivate all those selected calendars in the employees in bulk.

6. → To configure ZKTeco device with the odoo , we first need to configure the ip, domain name and other things in the machine. → So first need to go to COMM. → Ethernet : Enable DHCP : ON → Other all the things should be configured automatically as it will fetch those things directly from the connected Router. → Now go to the COMM. → Cloud Server Setting : Enable Domain Name : ON Enable Proxy Server : OFF Domain Name : (Enter the domain of the server that is need to be configured) → Once all these things are configured then we need to go to Odoo screen to configure the Bio-metric device in odoo

Step : → Go the Attendance app

Step : → Go the Biometric Device Config and then click the New button to create a new record in which the device will be configured.

7. In the Attendance States menu we can configure the states like check-in & check-out and can also configure their codes in the Attendance State.

8. In the Device Users menu we can see all the users which are fetched from the device.

9. In the Finger Templates menu we can see all the fingerprint records which are fetched from the device.

10. In the Manager menu there are two sub-menus
-> Calculate Attendance
-> Attendance Report

11. In Attendance Report menu from which we can generate xls report based on the date range we select and here we can also get the feature of choosing that from where we need the data Attendance/Log .

12. Once the bio-metric device is configured it will automatically start logging the attendance in the Attendance app → list view.

→ Once the employee does check-out the split attendance lines will be created under the Calendar Information section which is created based on the active calendars that employee has and also depends on the check-in & check-out time of that employee. → The split attendance lines also includes the break hours which can be configured in the calendars, these break hours won’t be calculated in the paylsip and sale order of that employee.

13. Here we will now create Project and Task of a particular employee and also link the sale order for that project and tasks.

→ Navigate to the Project menu and click the New button so that the below pop-up will show up

Click the Create project button to create a project and then create a New stage in that task.

Click the Sale Order smart button to create a sale order of that project and employee.

→ To confirm the sale order first enter a service type product in the sale order line and enter the start date and end date in the sale order. → Once the sale order is confirmed the sale order lines will show the calculation for the employees which are there in the project and the calculations is based on the split attendance lines.

14.To implement the payroll and create payslips need to navigate to the Payroll app.

When creating a new payslip choose the employee for whom the payslip is needed to be created

→ Once the payslip is saved and created, total working hours of that employee will be shown under the Worked Days section. → Once the payslip is created click the Compute sheet button to get the payslip lines under the Salary Computation tab which will show the allowances, deductions, gross, basic salary etc.

→ There is also a feature of adding the bonus in the 13th month which gives the bonus amount in the 13th month salary of that employee. → Under the Configuration menu there is also the custom deductions which we have added like, SSS, PAGiBIG, HMO, PhilHealth .

→ From here, you can update the SSS deduction ranges in case your government revises the deduction norms. These deductions are automatically calculated during salary processing based on the applicable salary range.

→ Also, in the Accounting menu → Reporting menu → Billing Report → This report is the full fledged report of employees and their work hours,basic pay, deductions, shifts, etc.