[ADD] Payroll: Salary attachment report

closes #11064

Signed-off-by: Lara Martini (larm) <[email protected]>

content/applications/hr/payroll.rst

@@ -964,6 +964,7 @@ form.
    - :doc:`payroll/work_entries`
    - :doc:`payroll/reporting`
    - :doc:`payroll/work_entry_analysis`
+   - :doc:`payroll/salary_attachment`
 
 .. toctree::
    :titlesonly:
@@ -973,3 +974,4 @@ form.
    payroll/payslips
    payroll/reporting
    payroll/work_entry_analysis
+   payroll/salary_attachment

content/applications/hr/payroll/reporting.rst

@@ -184,40 +184,6 @@ spreadsheet view with the report added to it.
    If the **Documents** application *is* installed, the spreadsheet has the option to be stored in
    either the **Dashboards** app or **Documents** app.
 
-Salary attachment report
-------------------------
-
-The :guilabel:`Salary Attachment Report` shows all deductions or allocations per employee, such as
-child support payments and wage garnishments. To view this report, navigate to
-:menuselection:`Payroll app --> Reporting --> Salary Attachment Report`.
-
-.. image:: reporting/attachment-of-salary.png
-   :align: center
-   :alt: View the Attachment of Salary report that shows all salary garnishments.
-
-The employees are listed in the left-side column, while the different deductions are listed in the
-top row, organized by deduction and monthly individual payslips.
-
-The report can be exported as an XLSX file, or inserted into a spreadsheet, using the corresponding
-buttons at the top.
-
-Click the :guilabel:`Measures` button to reveal the options of what data can be displayed.
-:guilabel:`Assignment of salary`, :guilabel:`Attachment of salary`, :guilabel:`Child support`, and
-:guilabel:`Count` can all be selected or deselected by clicking on the item. If an item has a
-checkmark next to it, that information is displayed.
-
-.. image:: reporting/attachment-measures.png
-   :align: center
-   :alt: Select the options to be displayed in the Salary Attachment Report.
-
-The :guilabel:`Salary Attachment Report` can be compared to the report for the previous time period
-or the previous year. To view these comparisons, click the :guilabel:`⬇️ (down arrow)` icon in the
-search bar to reveal the various :ref:`filter <payroll/filters>` and grouping options.
-
-In the section titled :guilabel:`Comparison`, click on either :guilabel:`Payslip End Date: Previous
-Period` or :guilabel:`Payslip End Date: Previous Year`. The report updates and displays the
-previous time period values, as well as the :guilabel:`Variation` between the two.
-
 .. _payroll/filters:
 
 Filters

content/applications/hr/payroll/salary_attachment.rst

@@ -0,0 +1,63 @@
+========================
+Salary attachment report
+========================
+
+*Salary attachments* in Odoo refer to a portion of an employee's earnings that are designated for
+a specific purpose, both voluntary and involuntary. These can include contributions to a retirement
+plan, repayment of a loan, wage garnishments, or child support.
+
+Voluntary salary attachments, such as repaying a loan, or contributing to a charity on a monthly
+basis, are considered *Assignments of Salary* in Odoo. Salary attachments that are required, such as
+a lawsuit settlement repayment, or repaying a tax lien, are considered *Attachments of Salary* in
+Odoo. Child support payments have their own category, and are simply referred to as *Child Support*
+in Odoo.
+
+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.
+
+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
+may be very wide and require scrolling to view all the data.
+
+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.
+
+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.`
+
+Each entry displays the total amount paid for each specific type of salary attachment, for each
+employee.
+
+.. image:: salary_attachment/salary-attachment.png
+   :alt: The Attachment of Salary report that shows all salary garnishments in a condensed view.
+
+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.
+
+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 :icon:`fa-check`
+:guilabel:`(checkmark)` icon indicates the data is visible.
+
+Compare to previous year
+========================
+
+The :guilabel:`Salary Attachment Report` can be compared to the report for the previous time period
+or the previous year.
+
+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.
+
+The report updates and displays the current time period values, and the previous time period values,
+as well as the :guilabel:`Variation` between the two, in a percentage.
+
+.. image:: salary_attachment/comparison-attachment.png
+   :alt: The salary attachment report modified to compare to the previous year.