Skip to content

Commit 0d055dc

Browse files
committed
[ADD] timesheets: billing rate leaderboad
1 parent 5a9dd0b commit 0d055dc

File tree

11 files changed

+92
-11
lines changed

11 files changed

+92
-11
lines changed

content/applications/services/timesheets.rst

Lines changed: 2 additions & 1 deletion
Original file line numberDiff line numberDiff line change
@@ -14,4 +14,5 @@ Timesheets
1414
.. toctree::
1515
:titlesonly:
1616

17-
timesheets/overview
17+
timesheets/billing_rates
18+
timesheets/time_off
Lines changed: 90 additions & 0 deletions
Original file line numberDiff line numberDiff line change
@@ -0,0 +1,90 @@
1+
:show-content:
2+
3+
=======================================
4+
Timesheet billing rates and leaderboard
5+
=======================================
6+
7+
Odoo’s **Timesheets** app allows you to set personalized :ref:`billing rate targets <timesheets/billing_rates/targets>`
8+
for employees. In addition to billing rate targets, a :ref:`leaderboard <timesheets/billing_rates/leaderboard>`
9+
can be enabled to motivate employees and gamify their experience. The leaderboard displays billable
10+
and total time logged by employees, and can be enhanced with :ref:`motivational tips <timesheets/billing_rates/tips>`.
11+
12+
.. _timesheets/billing_rates/targets:
13+
14+
Billing rate indicators
15+
=======================
16+
17+
Configuration
18+
-------------
19+
20+
To enable billing rate indicators, navigate to :menuselection:`Timesheets --> Configuration -->
21+
Settings`, then enable :guilabel:`Billing Rate Indicators`, and click :guilabel:`Save`.
22+
23+
To set up the targets, click :guilabel:`Billing Time Targets`, then encode the :guilabel:`Monthly
24+
Billing Time Target` in hours or days, depending on the :guilabel:`Encoding Method` selected in the
25+
**Timesheets** :guilabel:`Settings`.
26+
27+
.. note::
28+
Once the :guilabel:`Billing Rate Indicators` have been enabled, you can also navigate to the
29+
**Employees** app, access the employee form that you wish to edit, and navigate to the
30+
:guilabel:`Settings` tab. Scroll down to :guilabel:`Application settings`, then encode the
31+
:guilabel:`Monthly Billing Time Target`.
32+
33+
Using the billing rate indicators
34+
---------------------------------
35+
36+
Once enabled, the billing rate indicators are displayed in the upper right corner of the
37+
:guilabel:`My Timesheets` menu in Kanban, grid, and list views for all users. The monthly amount of
38+
time logged by the user is displayed in the following format: **logged billable time / billable time
39+
target**. The percentage of completion of the billing rate target is also displayed, highlighted in
40+
red if the user falls below the target and in green once the target is reached.
41+
42+
Below the billing rate indicators, the total monthly amount of time logged by the user is also
43+
displayed.
44+
45+
.. image:: billing_rates/indicators.png
46+
:alt: Billing rate indicators.
47+
48+
.. _timesheets/billing_rates/leaderboard:
49+
50+
Billing rate leaderboard
51+
========================
52+
53+
Configuration
54+
-------------
55+
56+
After the :ref:`monthly billing time targets <timesheets/billing_rates/targets>` have been enabled,
57+
Odoo offers the possibility of activating a **billing rate leaderboard** in order to motivate
58+
employees and enhance workplace transparency.
59+
60+
To enable the billing rate leaderboard, navigate to :menuselection:`Timesheets --> Configuration -->
61+
Settings`, activate :guilabel:`Billing Rate Leaderboard`, then click :guilabel:`Save`.
62+
63+
Using the billing rate leaderboard
64+
----------------------------------
65+
66+
The billing rate leaderboard is then displayed in the upper right corner of the
67+
:guilabel:`My Timesheets` view, next to the billing rate indicators. It displays the current top
68+
three performers who have logged the highest percentage of their allocated billing hours.
69+
70+
It also shows the amount of time logged by the signed-in user in the format: logged billable
71+
time / billable time target, as well as the total time logged.
72+
73+
Clicking on the area of the top three performers opens the leaderboard for all team members. Use the
74+
drop-down menu in the upper left corner to switch between the :guilabel:`Billing Rate Leaderboard`
75+
and the :guilabel:`Total Time Leaderboard`, which displays the total time logged by team members
76+
across billable and internal projects.
77+
78+
.. image:: billing_rates/leaderboard.png
79+
:alt: Billing rate leaderboard.
80+
81+
.. _timesheets/billing_rates/tips:
82+
83+
Leaderboard tips
84+
================
85+
86+
**Daily motivational tips**, displayed on the right side of the leaderboard, enhance the billing
87+
rate and total time leaderboard. The tips are randomly selected and change daily.
88+
89+
To create or edit existing tips, navigate to :menuselection:`Timesheets --> Configuration --> Tips`,
90+
then click :guilabel:`New` or double-click a tip's text.
20.5 KB
Loading
45.3 KB
Loading

content/applications/services/timesheets/overview.rst

Lines changed: 0 additions & 10 deletions
This file was deleted.
File renamed without changes.

0 commit comments

Comments
 (0)