[ADD] Attendances - Onboarding

content/applications/hr/attendances.rst

@@ -150,6 +150,7 @@ when extra time is counted and what time is not logged.
 .. seealso::
    - :doc:`attendances/check_in_check_out`
    - :doc:`attendances/kiosks`
+   - :doc:`attendances/attendance_onboarding`
    - :doc:`attendances/management`
    - :doc:`attendances/attendance_logs`
    - :doc:`attendances/hardware`
@@ -160,6 +161,7 @@ when extra time is counted and what time is not logged.
 
    attendances/check_in_check_out
    attendances/kiosks
+   attendances/attendance_onboarding
    attendances/management
    attendances/attendance_logs
    attendances/hardware

content/applications/hr/attendances/attendance_onboarding.rst

@@ -0,0 +1,130 @@
+==========
+Onboarding
+==========
+
+The **Attendances** application allows for various ways to check-in and check-out of work. Managers
+or HR workers may need to train employees on the various methods available. Odoo's **Attendances**
+application has an onboarding feature to aid with employee training.
+
+To open the *Onboarding* screen, navigate to :menuselection:`Attendances app --> Configuration -->
+Onboarding`. The screen loads an onboarding dashboard, with three options to check-in:
+:ref:`manually <attendances/onboard-manual>`, with a :ref:`barcode <attendances/onboard-barcode>`,
+or with an :ref:`RFID token <attendances/onboard-rfid>`.
+
+.. note::
+   This can be done on either a PC or tablet.
+
+.. image:: attendance_onboarding/onboarding-screen.png
+   :alt: The onboarding screen in the Attendances app, with three options to check-in.
+
+.. important::
+   When onboarding employees using the *Onboarding* interface, any attendance logs created are
+   reflected in the database. This means that employees who check-in during onboarding training are
+   logged into work in the **Attendances** app.
+
+   If managers want to use the *Onboarding* dashboard as a training *only*, they must check
+   attendance records and make any necessary modifications, so all attendance records are accurate
+   and reflect the correct working hours.
+
+.. _attendances/onboard-manual:
+
+Manual selection
+================
+
+On the *Onboarding* screen, click or tap on the image above the text :guilabel:`Select on Tablet`. A
+dashboard loads with all employees listed in a default Kanban view. All Kanban cards indicate the
+employee's current status with either a red :guilabel:`Absent` or a green :guilabel:`On Site` text
+in the upper-right corner of the card.
+
+.. image:: attendance_onboarding/manual-dash.png
+   :alt: The manual selection check in screen in the Attendances app onboarding.
+
+Navigate to the desired employee, then click or tap their Kanban card. The employee is automatically
+checked-in or checked-out depending on their status in the **Attendances** app. The screen briefly
+displays a *Welcome* or *Goodbye* screen with the current date and time, along with any previously
+logged attendance hours.
+
+After the specified period of time designated in the :ref:`kiosk settings
+<attendances/kiosk-settings>` has elapsed, the screen reverts to the main *Onboarding* dashboard. To
+exit the screen sooner, click the :guilabel:`OK` button.
+
+.. note::
+   The list of departments on the left-side or the search bar at the top can be used to navigate to
+   the desired employee.
+
+.. _attendances/onboard-barcode:
+
+Badge with barcode
+==================
+
+The second option available to check-in or check-out is to use an ID badge that has a barcode on it.
+Click or tap on the center image above the text :guilabel:`Badge with Barcode on Tablet`, and a
+dashboard loads displaying two options: :guilabel:`Scan your badge` and :guilabel:`New Set-up
+(Employee/Badge)`.
+
+If the employee has an ID badge with a barcode, click the :guilabel:`Scan your badge` button to scan
+the barcode using either the device's camera or a dedicated barcode scanner. A *Barcode Scanner*
+pop-up window loads and displays the area being scanned. Scan the barcode to check in or check out
+of the database.
+
+.. image:: attendance_onboarding/barcode-scan.png
+   :alt: The barcode scanning dashboard from the Onboarding screen.
+
+.. note::
+   The **Barcode** app does **not** need to be installed to use the barcode option.
+
+Create a new barcode
+--------------------
+
+If the employee does *not* have a barcode, click the :guilabel:`New Set-up (Employee/Badge)` button
+to bring up the *Set-up* pop-up window. Using the drop-down menu beneath the text :guilabel:`Select
+Employee Without Badge`, select the *existing* employee who does **not** have a barcode. Next, enter
+the new barcode in the corresponding field.
+
+Once completed, click the :guilabel:`Set the Badge` button. The *Set-up* pop-up window closes, and a
+notification stating `Badge assigned successfully!` appears in the upper-right corner of the
+*Onboarding* dashboard.
+
+The new badge number appears in the *Badge ID* field in the *Settings* tab on the :ref:`employee's
+form <employees/hr-attn-pos>`.
+
+.. image:: attendance_onboarding/new-barcode.png
+   :alt: A barcode set-up pop-up window with a new barcode entered.
+
+.. important::
+   The *Set-up* pop-up window **only** creates a new barcode and stores the number on the employee's
+   record. The barcode must be printed to scan it with the :guilabel:`Badge with Barcode on Tablet`
+   option.
+
+   If the employee already has a barcode on their profile, the current barcode is replaced with the
+   newly entered one.
+
+Create a new employee
+---------------------
+
+If an employee has **not** been created in the system, a new employee can be added to the database
+from the *Set-up* pop-up window. Type in the employee's name in the field below :guilabel:`Create
+the name of the new employee below`, then click the :guilabel:`Confirm` button.
+
+The *Set-up* pop-up window closes, and a notification stating `Employee created successfully!`
+appears in the upper-right corner of the *Onboarding* dashboard.
+
+.. important::
+   The *Set-up* pop-up window only creates a new employee record in the **Employees** app. A barcode
+   must be created and printed to scan it with the :guilabel:`Badge with Barcode on Tablet` option.
+
+.. _attendances/onboard-rfid:
+
+RFID token
+==========
+
+The third option available to check in on the *Onboarding* dashboard is to use an RFID token. Click
+the button above the text :guilabel:`RFID Token with reader on tablet` to bring up a dashboard with
+two options: :guilabel:`Scan your badge`, or :guilabel:`New Set-up (Employee/Badge)`.
+
+If the employee has an RFID token, click the :guilabel:`Scan your badge` button to scan the RFID
+token using a connected RFID reader.
+
+.. important::
+   To use this feature, both RFID key fobs *and* an RFID reader **must** be purchased. Follow the
+   manufacturer's directions to install the RFID reader and set up the RFID key fob.

content/applications/hr/employees/new_employee.rst

@@ -592,6 +592,8 @@ this section.
 
 - :guilabel:`Fleet Mobility Card`: if applicable, enter the :guilabel:`Fleet Mobility Card` number
 
+.. _employees/hr-attn-pos:
+
 ATTENDANCE/POINT OF SALE
 ------------------------