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[ADD] Payroll: Salary attachment report
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Salary attachment report | ||
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*Salary attachments* in Odoo refer to a portion of an employee's earnings that are earmarked for | ||
something, both voluntary and involuntary. These can include things like contributions to a | ||
retirement plan, repayment of a loan, wage garnishments, or child support. | ||
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To view this report, navigate to :menuselection:`Payroll app --> Reporting --> Salary Attachment | ||
Report`. The :guilabel:`Salary Attachment Report` shows all deductions or allocations per employee, | ||
organized by payslip, in a default pivot table. The default filter is the end of the current year | ||
(:guilabel:`Payslip End Date: (year)`). The employees populate the rows, while the various | ||
deductions populate the columns, organized by type of deduction, and further grouped by individual | ||
payslip. | ||
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The default report contains **all** payslips for the current year, so the report typically contains | ||
a large number of columns. This could make it difficult to view all the data at once, as the report | ||
cmay be very wide, requiring scrolling to view all the data. | ||
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To view a condensed version of salary attachments, and have all the salary attachment columns | ||
visible on one page, click the :icon:`fa-minus-square-o` :guilabel:`(Total)` icon at the top of the | ||
report, above the various payslips. | ||
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This presents the salary attachments for the current year, and only displays three columns, | ||
:guilabel:`Attachment of Salary`, :guilabel:`Assignment of Salary`, and :guilabel:`Child Support.` | ||
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Each entry displays the total amount paid for each specific type of salary attachment, for each | ||
employee. | ||
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.. image:: salary_attachment/salary-attachment.png | ||
:alt: The Attachment of Salary report that shows all salary garnishments in a condensed view. | ||
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The report can be downloaded as an XLSX file, or :doc:`inserted into a spreadsheet | ||
<../../productivity/spreadsheet/insert>` using the corresponding buttons at the top. | ||
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Click the :guilabel:`Measures` button to reveal the options of what data is displayed. | ||
:guilabel:`Assignment of salary`, :guilabel:`Attachment of salary`, and :guilabel:`Child support` | ||
are all selected and visible, by default, while the :guilabel:`Count` option is not. Click an option | ||
to either show or hide that particular metric. A green :icon:`fa-check` :guilabel:`(checkmark)` icon | ||
indicates the data is visible. | ||
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Compare to previous year | ||
======================== | ||
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The :guilabel:`Salary Attachment Report` can be compared to the report for the previous time period | ||
or the previous year. | ||
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To view these comparisons, click the :icon:`fa-caret-down` :guilabel:`(Down arrow)` icon in the | ||
search bar, then click either :guilabel:`Payslip End Date: Previous Period` or :guilabel:`Payslip | ||
End Date: Previous Year` beneath the :icon:`fa-adjust` :guilabel:`Comparison` column. | ||
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The report updates and displays the current time period values, the previous time period values, as | ||
well as the :guilabel:`Variation` between the two, in a percentage. | ||
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.. image:: salary_attachment/comparison-attachment.png | ||
:alt: The salary attachment report modified to compare to the previous year. |
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