|
| 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 the |
| 10 | +billable and total time logged by employees, and can be enhanced with |
| 11 | +:ref:`motivational tips <timesheets/billing_rates/tips>`. |
| 12 | + |
| 13 | +.. _timesheets/billing_rates/targets: |
| 14 | + |
| 15 | +Billing rate indicators |
| 16 | +======================= |
| 17 | + |
| 18 | +Configuration |
| 19 | +------------- |
| 20 | + |
| 21 | +To enable billing rate indicators, navigate to :menuselection:`Timesheets --> Configuration --> |
| 22 | +Settings`, then enable :guilabel:`Billing Rate Indicators`, and click :guilabel:`Save`. |
| 23 | + |
| 24 | +To set up the targets, click :guilabel:`Set employee billable time targets`, access the employee |
| 25 | +form that you wish to edit, navigate to the :guilabel:`Settings` tab, then encode the monthly |
| 26 | +:guilabel:`Billing Time Target` in hours or days, depending on the :guilabel:`Encoding Method` |
| 27 | +selected in the **Timesheets** :guilabel:`Settings`. |
| 28 | + |
| 29 | +.. note:: |
| 30 | + Once the :guilabel:`Billing Rate Indicators` have been enabled, you can also set the employees' |
| 31 | + :guilabel:`Monthly Billing Time Target` directly from the **Employees** app. |
| 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. |
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