diff --git a/content/applications/services/timesheets/overview.rst b/content/applications/services/timesheets/overview.rst index fa2fea1d6e..6bbbab6b41 100644 --- a/content/applications/services/timesheets/overview.rst +++ b/content/applications/services/timesheets/overview.rst @@ -8,3 +8,4 @@ Overview :titlesonly: overview/time_off + overview/billing_rates diff --git a/content/applications/services/timesheets/overview/billing_rates.rst b/content/applications/services/timesheets/overview/billing_rates.rst new file mode 100644 index 0000000000..7fe5c5dfc2 --- /dev/null +++ b/content/applications/services/timesheets/overview/billing_rates.rst @@ -0,0 +1,91 @@ +:show-content: + +======================================= +Timesheet billing rates and leaderboard +======================================= + +Odoo’s **Timesheets** app allows you to set personalized :ref:`billing rate targets ` +for employees. In addition to billing rate targets, a :ref:`leaderboard ` +can be enabled to motivate employees and gamify their experience. The leaderboard displays billable +and total time logged by employees, and can be enhanced with :ref:`motivational tips `. + +.. _billing_rates/targets: + +Billing rate indicators +======================= + +Configuration +------------- + +To enable billing rate indicators, navigate to :menuselection:`Timesheets --> Configuration --> Settings`, +then enable :guilabel:`Billing Rate Indicators`, and press :guilabel:`Save`. + +A new item, :guilabel:`Billing Time Targets` is then added in the :guilabel:`Configuration` menu. To +set up the targets, click :guilabel:`Billing Time Targets`, then encode the :guilabel:`Monthly +Billing Time Target` in hours or days, depending on the **Encoding Method** selected in the +**Timesheets** app configuration. + +.. note:: + Once the :guilabel:`billing rate indicators` have been enabled in **Timesheets** app + configuration, you can also navigate to the **Employees** app, access the employee form that you + wish to edit, and navigate to the :guilabel:`Settings` tab. Scroll down to + :guilabel:`Application settings`, then encode the :guilabel:`Monthly Billing Time Target`. + +Using the billing rate indicators +--------------------------------- + +Once enabled, the billing rate indicators are displayed in the upper right corner of the +:guilabel:`My Timesheets` in Kanban, grid, and list views for all users. The monthly amount of time +logged by the user is displayed in the following format: **logged billable time / billable time +target**. The percentage of completion of the billing rate target is also displayed, highlighted in +red if the user falls below the target and in green once the target is reached. + +Below the billing rate indicators, the total monthly amount of time logged by the user is also +displayed. + +.. image:: billing_rates/indicators.png + :alt: Billing rate indicators. + +.. _billing_rates/leaderboard: + +Billing rate leaderboard +======================== + +Configuration +------------- + +After the **monthly billing time targets** have been enabled, Odoo offers the possibility of +activating a **billing rate leaderboard** in order to motivate employees and enhance workplace +transparency. + +To enable the billing rate leaderboard, navigate to :menuselection:`Timesheets --> Configuration --> Settings`, +activate :guilabel:`Billing Rate Leaderboard`, then click :guilabel:`Save`. + +Using the billing rate leaderboard +---------------------------------- + +The billing rate leaderboard is then displayed in the upper right corner of the +:guilabel:`My Timesheets` view, next to the billing rate indicators. It displays the current top +three performers who have logged the highest percentage of their allocated billing hours. + +It also shows the amount of the time logged by the signed in user in the format: logged billable +time / billable time target, as well as the total time logged. + +Clicking on the area of the top three performers opens the leaderboard for all team members. Use the +drop-down menu in the upper left corner to switch between the :guilabel:`Billing Rate Leaderboard` +and the :guilabel:`Total Time Leaderboard`, which displays the total time logged by team members +across billable and internal projects. + +.. image:: billing_rates/leaderboard.png + :alt: Billing rate leaderboard. + +.. _billing_rates/tips: + +Leaderboard tips +================ + +**Daily motivational tips**, displayed on the right side of the leaderboard, enhance the billing +rate and total time leaderboard. The tips are randomly selected and change daily. + +To create or edit existing tips, navigate to :menuselection:`Timesheets --> Configuration --> Tips`. +To create a new tip, click :guilabel:`New`, and to edit the existing one, double-click on its text. diff --git a/content/applications/services/timesheets/overview/billing_rates/indicators.png b/content/applications/services/timesheets/overview/billing_rates/indicators.png new file mode 100644 index 0000000000..27ed83e38b Binary files /dev/null and b/content/applications/services/timesheets/overview/billing_rates/indicators.png differ diff --git a/content/applications/services/timesheets/overview/billing_rates/leaderboard.png b/content/applications/services/timesheets/overview/billing_rates/leaderboard.png new file mode 100644 index 0000000000..192ef8ce53 Binary files /dev/null and b/content/applications/services/timesheets/overview/billing_rates/leaderboard.png differ