initial configuration

This post will show you how to configure openbravo payroll at the first time. typically, this job done by IT guy, but business user also allowed to do this. lots of things to do, but most of them are one time only. you may add extra configuration latter as required.

step #1

create a preference record (open menu: application || general setup || application || preference) to define shell command to execute employee closure generator script. depend on your pentaho data integration path, here my example:

sh /home/administrator/data-integration/pan.sh -file=/home/administrator/openbravo/modules/org.wirabumi.baturajaspecific/resources/generateemployeeclosure.ktr -level=Minimal >> /home/administrator/openbravo/log/generateemployeeclosure.log

step #2

create another preference record, to define user role that perform as HR responsible. please follow screenshot below:

step #3

create a business partner category (open menu: application || master data management || business partner setup || business partner category) to define default business partner category. we model employee as an business partner within the company, and define business partner require business partner category, that’s why we need to define default business partner category, which will be used employee entity. don’t miss to tick employee option to tell openbravo that this business partner category intended for employee entity.

step #4

create some of earning group (open menu: application || human resource management || payroll || setup || earning group)

step #5

create some of deduction group (open menu: application || human resource management || payroll || setup || deduction group)

step #6

create some of earning catalog (open menu: application || human resource management || payroll || setup || earning catalog)

step #7

create some of deduction catalog (open menu: application || human resource management || payroll || setup || deduction catalog)

step #8

create a tree and node image for department. open client window (open menu: application | general setup | client | client). select a record of your client. go to information sub tab. now you can see blank field called Primary Tree Departement.

click link on the field name, it will bring you to tree and node image window, by default its blank also. click new record here. at field name, you need to follow this naming rule: <Client Name><white space><Department> (case sensitive). at field type area put HRIS_DP. at table field (the last one), put HRIS_C_Bp_Department.

go back to client window, now put your new created tree and node image at field Primary Tree Department

step #9

create a tree and node image for job title. if you follow step #8, client window should openned now. still at information sub tab, now you can see blank field called Primary Tree Job Title that blank also.

click link on the field name, it will bring you to tree and node image window, by default its blank. click new record here. at field name, you need to follow this naming rule: <Client Name><white space><Job Title> (case sensitive). at field type area put HRIS_JT. at table field (the last one), put hris_jobtitle.

go back to client window, now put your new created tree and node image at field Primary Tree Job Title

step #10

create some of department master data. open menu : application || human resource maagement || employee administration || setup || department.

 

step #11

create a generic role for employee. role access for employee have different concept with Openbravo role event they are stored at the same

window. Openbravo role access put master data on top organization and generic user on the bottom. for HR, those concept not suitable since data ownership on the bottom but user on top organization required to access bottom master’s data. for example, some of employee assigned at factory (so organization should be factory), but HR staff at HQ should able to retrieve this information. So, we develop our own mechanism, that allow those functionality. its embedded in every window that HR involved. using job title hierarchy, user at bottom can not see top organization data, however all master data put on top organization. so, to setup role for employee, you may concern on window/report access only. for data ownership and visibility, openbravo payroll will take care automatically.

example of employee role access header:

some of window access of employee role access:

step #12

create some of job title master data. open menu : application || human resource maagement || employee administration || setup || job title.

step #13

create shift rule master data. you can define periodic shift rule here. for example, we have general working hours from monday to friday starting on 8am to 5pm. to do this, you may define a shift rule with start date on monday, e.g august 1st 2016. then create 7 record on the sub tab, to define 5 working days and 2 days for week end public holiday. open menu : application || human resource maagement || time and attendance || setup || shift rule.

step #14

create leave rule master data. you can define periodic leave here. for example, we have annual leave for 15 days. to do this, you may define a leave rule annual leave with 15 days as plafond with respective starting/endding date. open menu : application || human resource maagement || leave || setup || leave rule.

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