Documents - Payroll
by Viindoo
| Lines of Code | 493 |
| Technical name | viin_document_hr_payroll |
| License | OPL-1 |
| Website | https://viindoo.com/apps/modules/18.0/viin_document_hr_payroll |
| Read description for | v 14.0 v 15.0 v 16.0 v 17.0 |
| Required Apps | Time Off (hr_holidays) Discuss (mail) Employees (hr) Calendar (calendar) Employee Contracts (hr_contract) |
| Included Dependencies | Payroll Employee Relatives Viindoo Base Documents Management Advanced HR Management HR Contracts (Viindoo) Work Entry Work Entry - Contract Viin Time-Off Viin - Holiday Work Entry Base Addendum Documents - HR Viindoo Holiday & WorkDay Manager Multilingual Tracking Token Expiration |
The signed payslip that belongs with the payslip
Documents attached to a payslip, filed in the Documents app - with its workspaces, tags, rules and access control.
Documents - Payroll (technical name viin_document_hr_payroll) is an Odoo 18.0 app for Odoo Community and Odoo Enterprise and Viindoo Cloud, built for payroll, document manager, auditor, everyone else.
At a Glance
The facts of Documents - Payroll, version 0.1.1, in one place. Published by Viindoo.
How It Works
Two screens.
On the payslip
The files that belong to this record, one click away.
In the document system
The same files with workspaces, tags and rules around them.
What You Get
Documents linked to a payslip, in the Documents app
Reachable from the payslip and from the document workspace
Workspaces, tags and automation rules from the document system
Access controlled separately from the payslip itself
Works with the rest of the Viindoo document layer
Existing attachments keep working
More Screens
Everything below was taken on a database seeded with real business data, on this series - not a mock-up and not a screenshot from an older version.
Documents
What This App Does Not Do
Read this before you buy. Everything below is something the app deliberately leaves to another app or to you.
Automatic generation is the document rules engine.
They keep working; filing them is a deliberate move.
Which is the point - separate from the record's own rights.
That is the half it bridges to.
Works Well With
Apps from the same stack, built to fit this one:
Who Should Use Documents - Payroll?
Payroll
Finds the file with the record it belongs to.
Document manager
Applies workspaces, tags and rules to it like any other file.
Auditor
Sees the signed copy behind the transaction.
Everyone else
Stops asking for a copy by email.
Frequently Asked Questions
What does Documents - Payroll do?
Documents attached to a payslip, filed in the Documents app - with its workspaces, tags, rules and access control.
What does Documents - Payroll not do?
It does not generate documents. Automatic generation is the document rules engine. It does not migrate old attachments. They keep working; filing them is a deliberate move. Access is the document system's. Which is the point - separate from the record's own rights. It needs the Documents app. That is the half it bridges to.
Who is Documents - Payroll for?
Payroll: Finds the file with the record it belongs to. Document manager: Applies workspaces, tags and rules to it like any other file. Auditor: Sees the signed copy behind the transaction. Everyone else: Stops asking for a copy by email.
Which Odoo version and editions does it support?
Odoo 18.0 - Odoo Community, Odoo Enterprise, Viindoo Cloud. Upgrades to a newer Odoo series are a separate purchase for that series.
What does it depend on?
It installs on top of: viin_document_hr, to_hr_payroll. Odoo installs them with it.
How do I set it up?
Two screens.
What works well with it?
Document Management (viin_document): The filing system itself. Accounting Documents (viin_document_account): The same bridge for invoices and bills. HR Documents (viin_document_hr): The same bridge for employees.
Can I try it before buying?
Yes - the Live Preview button at the top of this page opens the module's own screen on a working database.
How do I get support?
Write to apps.support@viindoo.com with your Odoo version and the technical name viin_document_hr_payroll; pre-sales questions go to sales@viindoo.com.
See Documents - Payroll in Action
Live demo: v18demo-int.viindoo.com/web#action=viin_document.document_document_action
Need help with Documents - Payroll?
For questions, implementation support or a custom feature, contact Viindoo.
Pre-Sales & Partnership
sales@viindoo.comUpgrades to a newer Odoo series are a separate purchase for that series.
All Viindoo apps: apps.odoo.com/apps/modules/browse?author=Viindoo
Technical Requirement
Changes log
0.1.1 - Latest on the 17.0 line
- Documents keep their link to the payslip and appear in its own document list.
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:
- Actions:
Navigate to Documents > Configuration > Actions, you will see actions data. Details of each action are also configured.
- Teams:
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.
- Tags:
Navigate to Documents > Master Data > Tags, you will see tags data:
- Workspaces:
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.
This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file).
You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one).
It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software.
The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software.
THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
