I have the following suggestions: - name the class as "class hr_payroll_employee_rules", so it encompasses both deductions and allowances. - you'll need also 'value': fields.float ... Note that this usually will hold a currency amount, but is same cases you might need it to represent a quantity.
As for the ytd_occurence and ytd_amount, I probably would skip them right now. Probably mos cases can be handled the the start - end dates. IMHO this sort of calculation should be a feature of the payroll rule engine, but that's a whole new problem... Regarding the date ranges, date fields are represented by the ORM as 'yyyy-mm-dd' strings,so there sould be no problem. DR Subject: Re: [Openerp-community] Payroll - Personal Deductions From: [email protected] Date: Tue, 2 Oct 2012 11:13:48 -0400 CC: [email protected] To: [email protected] Daniel and list, to clarify further and incorporate your suggestions could add the following: Add class hr_payroll_employee_deductions with the columns: 'name': fields.char 'code': fields.char 'employee_id': fields.many2one 'ytd_amount': fields.function('_get_ytd_amount', etc, etc), 'ytd_occurence': fields.function('_get_ytd_occurence', etc, etc), 'date_start': fields.date 'date_end': fields.date This would be available on the employee or contract form, and country specific defaults could be loaded with 0 amounts. Include functions _get_ytd_occurence, _get_ytd_amount. Also add a function to return a browseable object based on the code, although I think this may require overwriting browse() instead (?). Or I might be able to just add an additional field which returns a browseable object or dictionary of the values. To the Available Variables (hr_payroll) add employee_deductions that will allow use of employee_deductions.X.ytd_amount, employee_deductions.X.date_start, etc (where X is the code from hr_payroll_employee_deductions). With that approach, you could add rules with Condition based on: Range and the range based on date or a minimum/maximum of YTD amount. I haven't tried using the range for dates or looked at the function so it may also require modification. The only issue I can see with this is that all unique deductions would need to have a corresponding rule within the salary structure, but there should be a limited number of deductions. On 2012-10-02, at 9:48 AM, Daniel Reis <[email protected]> wrote:My explanation was not very clear, I'm sorry. AFAIK, Salary Rules are declared in Salary Structures. You can't associate a Salary Rule directly to an Employee. Closest thing you can do is to create a specific Salary Structure for that person. It'll do the job, but I think it's rather clumsy. I feel that the possibility to also associate Salary Rules directly with Contracts/Employees would allow to solve this issue. This way it would be easy, for example, to add a specific fixed deduction to an employee. Additionally, if it includes a "date from" and "date to", or a "number of occurrences", it could the user with the cases where the deductions are to be made during a 4 month period or in the next 3 payslips. Regards Daniel Reis From: [email protected] Date: Tue, 2 Oct 2012 09:06:33 -0400 To: [email protected] Subject: Re: [Openerp-community] Payroll - Personal Deductions Not sure I'm following. Wouldn't that be the same as the existing Salary Rules, since you'd need to enter a separate one per employee? I think the one additional requirement that you mentioned (and I'm looking into) is have a different cycle than the actual pay cycle - for example a deduction/allowance could be made once monthly when the pay cycle is weekly. My thinking for country specific variables add single fields to the employee object and a single salary rule that uses that field for all employees that require it. I realize that's likely a country specific way of doing it, but it could be added to whatever rules are standard for that country as the local payroll module. Does that make sense, or were you thinking something else? On 2012-10-02, at 8:42 AM, Daniel Reis <[email protected]> wrote:In my experience, typical payroll sw has a "Fixed Values" table and "Variable Values" table (weekly, monthly, etc) associated with employees. To add a fixed allowance to an employee you just add a row woth the code, value and date period. If anyone is willing to add such a feature to OpenERP I'm willing to help. Regards Daniel Reis Date: Tue, 2 Oct 2012 09:16:29 +0800 From: [email protected] To: [email protected] Subject: Re: [Openerp-community] Payroll - Personal Deductions Adding a field in the employee or contract and referring to it in the payroll rules is probably the easiest. <Logo-Elico90.gif> Eric CAUDAL, Elico Corp, Shanghai. [email protected] Cell: + 86 186 2136 1670. Skype: elico.corp Premium Certified Training Partner - OpenERP Ready Partner. <CTP-Premium-Partner-logo-300x62.png> http://www.openerp.net.cnOn 10/02/2012 08:45 AM, John Boyle wrote: Hi folks, Just wondering what's the best way to handle personal deductions for payroll? Specifically, I'm referring to cases where there's a deduction for many/most employees but the amount differs by employee. Adding a specific rule for each employees deduction seems a little tedious. Should a field be added to the Employee or Contract and a single rule used? Or is there a better way? Thanks! 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