Create and manage employee records

Create and manage employee records

The cards used in Odoo V17 are at the heart of salary management. No employees, no salaries (no arms, no chocolate 😉).  

They must contain certain essential information in order to allow the calculation of a salary. Of course, the more complete these employee records are, the better for your business. This article explains how to create and manage these cards efficiently in Odoo V17. 

Step 1: create employee record

Thanks to a complete configuration, the generation of payroll will be done without problems. To create a new employee record, go to Employees >> Employees >> Employees and click New.

Once you arrive on your new employee’s form view there are several important sections to fill out. Below are the mandatory fields by section, so that a salary can be calculated.  

General Information:

 

Business information:

Private information:

Scroll down to the bottom of the page and then:

HR Parameters:

Practical tips:

Consider updating your employees' information regularly (e.g. canton of residence, AHV status, marital status, dependent children, etc.) to keep deductions and allowances up to date.   

Conclusion

A correctly calculated salary sheet starts with an employee well-informed!  

For more information, ask for the Nalios Pay module configuration guide! And to go further, do not hesitate to view our tutorial on YouTube by clicking here