# Criar um novo funcionário > When a new employee is hired, the first step is to create a new employee record. Passo a passo no Odoo 16 com a localização brasileira, pela KMEE. Fonte: https://docs.kmee.com.br/odoo/modulos/pessoas/criar-um-novo-funcionario/ When a new employee is hired, the first step is to create a new employee record. Starting in the **Employees** app dashboard, click the **New** button and a new employee form appears. Fill out the required information and any additional details. ![Crie um novo formulário de funcionário com todos os campos preenchidos.](https://docs.kmee.com.br/odoo/referencias/img/applications/hr/employees/new_employee/new-employee-form.png) Nota O número de telefone e nome da empresa atual é preenchido nos campos **Telefone Comercial** e **Empresa**. ## Informações gerais The employee form automatically saves as data is entered, but the save manually icon (a could with an up arrow inside it) may be clicked at any time to manually save the form. ### Os campos obrigatórios - **Nome**: Digite o nome do funcionário. - **Empresa**: Selecione a empresa no menu suspenso pela qual o novo funcionário foi contratado ou crie uma nova empresa digitando o nome no campo. ![Um novo formulário de funcionário com os campos obrigatórios destacados.](https://docs.kmee.com.br/odoo/referencias/img/applications/hr/employees/new_employee/employee-new.png) ### Campos opcionais - **Photo**: In the top right image box of the employee form, click on the **✏️ (pencil)** edit icon to select a photo to upload. - **Job Position**: Enter the employee's job position title under their name, or select the job position from the **Job Position** drop-down menu to have this field auto-populate. The **Job Position** field under the employee name can be modified and does not need to match the selection made in the **Job Position** drop-down. Exemplo It is recommended to have the job positions match, but if desired, the typed-in description in this field can contain more information than the selected drop-down job position. An example where this may be applicable is if someone is hired for a sales representative position configured as **Sales Representative** in the *Recruitment* app, and that is selected for the drop-down **Job Position** field. In the typed in job position field beneath the employee's name, the position could be more specific, such as `Sales Representative - Subscriptions` if the employee is focused solely on subscription sales. ![Ambos os campos de cargo foram inseridos, mas com informações diferentes.](https://docs.kmee.com.br/odoo/referencias/img/applications/hr/employees/new_employee/job-description-fields.png) - Tags: Click on a tag in the drop-down menu to add any tags applicable to the employee. Any tag can be created in this field by typing it in. Once created, the new tag is available for all employee records. There is no limit to the amount of tags that can be added. - Work Contact Information: Enter the employee's **Work Mobile**, **Work Phone**, **Work Email**, and/or **Company** name. - **Departamento**: Selecione o departamento do funcionário no menu suspenso. - **Job Position**: Select the employee's job position from the drop-down menu. Once a selection is made, the **Job Position** field beneath the employee's name automatically updates to reflect the currently selected job position. These positions are from the Recruitment application, and reflect the currently configured job positions. - **Gerente**: Selecione o gerente do funcionário no menu suspenso. - **Treinador**: Selecione o treinador do funcionário no menu suspenso. - **Next Appraisal Date**: This date automatically populates with a date that is computed according to the settings configured in the *Appraisals* application. This date can be modified using the calendar selector. Nota Após um **Gerente** ser selecionado, se o campo **Treinador** estiver em branco, o manager selecionado preencherá automaticamente o campo **Treinador**. Dica Para fazer edições no **Departamento**, **Gerente**, **Treinador** ou **Empresa** selecionado, clique na seta **Link interno** ao lado da respectiva seleção. A seta **Link interno** abre o formulário selecionado, permitindo modificações. Clique em **Salvar** depois que as edições forem feitas. ## Guias de informações adicionais ### Aba Currículo #### Currículo Em seguida, insira o histórico de trabalho do funcionário na aba **Currículo**. Cada linha do currículo deve ser inserida individualmente. Ao criar uma entrada pela primeira vez, clique em **Criar uma nova entrada** e o formulário **Criar linhas de currículo** será exibido. Depois que uma entrada é adicionada, o botão **Criar uma nova entrada** é substituído por um botão **Adicionar**. Digite as seguintes informações em cada entrada. ![Um formulário de currículo com todas as informações preenchidas.](https://docs.kmee.com.br/odoo/referencias/img/applications/hr/employees/new_employee/resume-lines.png) - **Title**: Type in the title of the previous work experience. - **Type**: From the drop-down menu, select either **Experience**, **Education**, **Side Projects**, **Internal Certification**, **Completed Internal Training**, or type in a new entry, then click **Create "(new entry)"**. - **Tipo de exibição**: Selecione **Clássica**, **Certificação** ou **Curso** no menu suspenso. - **Data de início** e **Data final**: Insira as datas de início e término da experiência de trabalho. Para selecionar uma data, use os ícones de seta **< (esquerda)** e **> (direita)** para rolar até o mês desejado e clique no dia para selecioná-lo. - **Descrição**: Insira quaisquer detalhes relevantes no campo. Depois que todas as informações forem inseridas, clique no botão **Salvar e Fechar** se houver apenas uma entrada a ser adicionada, ou clique no botão **Salvar e Novo** para salvar a entrada atual e criar outra linha de currículo. Nota After the new employee form is saved, the current position and company is automatically added to the **Resumé** tab, with the end date listed as *current*. #### Habilidades An employee's skills can be entered in the **Resumé** tab in the same manner that a resumé line is created. When creating a skill for the first time, click the **Create a new entry** button under **Skills** and a **Create Skills** form appears. After a skill is added, the **Create a new entry** button is replaced with an **Add** button. Enter the following information for each skill. ![Um formulário de habilidade com as informações preenchidas.](https://docs.kmee.com.br/odoo/referencias/img/applications/hr/employees/new_employee/create-skills.png) - **Skill Type**: Select a [skill type](https://docs.kmee.com.br/odoo/modulos/pessoas/criar-um-novo-funcionario/#employees-skill-types) by clicking the radio button next to the skill type. - **Skill**: After selecting a **Skill Type**, the corresponding skills associated with that selected **Skill Type** appear in a drop-down menu. For example, selecting **Language** as the **Skill Type** presents a variety of languages to select from under the **Skills** field. Select the appropriate pre-configured skill, or type in a new skill, then click **Create "(new skill)"**. - **Skill Level**: Pre-defined skill levels associated with the selected **Skill Type** appear in a drop-down menu. First, select a **Skill Level**, then the progress bar automatically displays the pre-defined progress for that specific skill level. Skill levels and progress can be modified in the **Skill Level** pop-up form, which is accessed via the **Internal Link** arrow next to **Skill Level** field. Once all the information is entered, click the **Save & Close** button if there is only one skill to add, or click the **Save & New** button to save the current entry and immediately create a new entry. Para excluir qualquer linha da guia **Currículo**, clique no ícone **🗑️ (lixeira)** para excluir a entrada. Adicione uma nova linha clicando no botão **Adicionar** ao lado da seção correspondente. []() ##### Tipos de habilidade In order to add a skill to an employee's form, the **Skill Types** must be configured. Go to **Employees app -> Configuration -> Employee: Skill Types** to view the currently configured skill types and create new skill types. Click **New** and a new **Skill Type** form appears. Fill out all the details for the new skill type. Repeat this for all the skill types needed. - **Skill Type**: Enter the name of the skill type. This will act as the parent category for more specific skills and should be generic. - **Skills**: Click **Add a line** and enter the name for the new skill, then repeat for all other needed skills. - **Levels**: Click **Add a line** and a **Create Levels** form appears. Enter the name of the level, and assign a number for the **Progress** percentage (0-100) for that level. Click **Save & New** to save the entry and add another level, or click **Save & Close** to save the level and close the form. Once all the levels are entered, click the **Save manually** icon at the top of the screen. Next, select a default level for this skill type. Click **Set Default** on the line to be the default value. This is typically the lowest level, but any level can be set as the default. A check mark appears in the **Default Level** column, indicating which level is the default. Exemplo To add a math skill set, enter `Math` in the **Name** field. Next, in the **Skills** field, enter `Algebra`, `Calculus`, and `Trigonometry`. Last, in the **Levels** field enter `Beginner`, `Intermediate`, and `Expert`, with the **Progress** listed as `25`, `50`, and `100`, respectively. Then, click **Save & Close**, then click the **Save manually** icon at the top. Last, click **Set Default** on the `Beginner` line to set this as the default skill level. > ![Um formulário de habilidade para um tipo de habilidade de matemática, com todas as informações inseridas.](https://docs.kmee.com.br/odoo/referencias/img/applications/hr/employees/new_employee/math-skills.png) []() ### Work Information tab The Work Information tab is where the employee's specific job related information is housed. Their working schedule, various roles, who approves their specific requests (time off, timesheets, and expenses), and specific work location details are listed here. Click on the **Work Information** tab to access this section, and enter the following information for the new employee. - **Location**: Select the **Work Address** from the drop-down menu. To modify the address, hover over the first line (if there are multiple lines) of the address to reveal an **Internal Link** arrow. Click the **Internal Link** arrow to open up the company form, and make any edits. Use the breadcrumb menu to navigate back to the new employee form when done. If a new work address is needed, add the address by typing it in the field, then click **Create (new address)** to add the address, or **Create and edit...** to add the new address and edit the address form. - **Approvers**: In order to see this section, the user must have either **Administrator** or **Officer: Manage all employees** rights set for the **Employees** application. Using the drop-down menus, select the users responsible for approving **Expenses**, **Time Off**, and **Timesheets** for the employee. Hover over any of the selections to reveal the **Internal Link** arrow. Click the **Internal Link** arrow to open a form with the approver's **Name**, **Email Address**, **Company**, **Phone**, **Mobile**, and **Default Warehouse** fields. These can be modified, if needed. Use the breadcrumb menu to navigate back to the new employee form when done. - **Homeworking**: Using the drop-down menu, select the specific location the employee will work from, for each day of the week. The default options are **Home**, **Office**, or **Other**. A new location can be typed into the field, then click either **Create (new location)** to add the location, or **Create and edit...** to add the new location and edit the form. After edits are done, click **Save & Close**, and the new location is added, and populates the field. For days the employee does not work, for example, Saturday and Sunday, leave the field blank (**Unspecified**). Nota It is also possible to add or modify work locations by navigating to **Employees app -> Configuration -> Employee: Work Locations**. Click **New** to create a new location, then enter the details on the form. To modify a location, click on an existing location, then make any changes on the form. - **Schedule**: Select the **Working Hours** and **Timezone** for the employee. The **Internal Link** arrow opens up a detailed view of the specific daily working hours. Working hours can be modified or deleted here. Nota Working hours can also be modified in the *Payroll* application, where they are referred to as **Working Schedules**. For more information on how to create or modify **Working Schedules** in Payroll, refer to the Payroll documentation. - **Planning**: Click on a role from the drop-down menu for both the **Roles** and the **Default Role** fields to add a role. There is no limit to the amount of **Roles** that can be selected for an employee, but there can only be one **Default Role**. The default role is the *typical* role that the employee performs, where the **Roles** are *all* the specific roles the employee is able to perform. The **Default Role** must be selected as a **Role**, if not, when the **Default Role** is selected, that role is automatically added to the list of **Roles**. Dica The **Planning** section affects the *Planning* app, and will only appear if the *Planning* app is installed. When planning work in the *Planning* app, employees can only be scheduled for specific work that corresponds to their selected roles. For example, only an employee with a *Functional Tester* role can be assigned to perform any activity that requires a *Functional Tester*. Importante The users that appear in the drop-down menu for the **Approvers** section must have *Administrator* rights set for the corresponding human resources role. To check who has these rights, go to **Settings app -> Users -> → Manage Users**. Click on an employee, and check the **Human Resources** section of the **Access Rights** tab. - In order for the user to appear as an approver for **Expenses**, they must have either **Team Approver**, **All Approver**, or **Administrator** set for the **Expenses** role. - In order for the user to appear as an approver for **Time Off**, they must have either **Officer** or **Administrator** set for the **Time Off** role. - In order for the user to appear as an approver for **Timesheets**, they must have either **Manager**, **Officer**, or **Administrator** set for the **Payroll** role. Nota **Horário de Trabalho** está relacionado ao horário de trabalho de uma empresa, e um funcionário não pode ter horários de trabalho fora do horário de trabalho de uma empresa. Cada horário de trabalho individual é específico da empresa, portanto, para bancos de dados multiempresariais, cada empresa precisa ter seu próprio horário de trabalho definido. Se o horário de trabalho de um funcionário não estiver configurado como horário de trabalho para a empresa, novos horários de trabalho poderão ser adicionados ou os horários de trabalho existentes poderão ser modificados. Para adicionar ou modificar um horário de trabalho, vá para **Aplicativo Folha de pagamento -> Configuração -> Horário de trabalho** e adicione um novo horário de trabalho ou edite um existente. After the new working time is created, or an existing one is modified, select the employee's working hours using the drop-down menu in the **Schedule** section of the **Work Information** tab. ### Private Information tab Não é necessário inserir nenhuma informação na aba **Informações privadas** para criar um funcionário; no entanto, algumas informações nessa seção podem ser críticas para o departamento de folha de pagamento da empresa. Para processar adequadamente as folhas de pagamento e garantir que todas as deduções sejam contabilizadas, as informações pessoais do funcionário devem ser inseridas. Here, the employee's **Private Contact**, **Education**, **Work Permit**, **Family Status**, **Emergency** contact, and **Citizenship** information is entered. Fields are entered either using a drop-down menu, activating a check box, or typing in the information. - **Private Contact**: Enter the personal **Address** for the employee. The selection can be made with the drop-down menu. If the information is not available, type in the name for the new address. To edit the new address, click the **Internal Link** arrow to open the address form. On the address form, enter or edit the necessary details. Some other information in the **Private Contact** section may auto-populate, if the address is already listed in the drop-down menu. Enter the employee's **Email** address and **Phone** number in the respective fields. Next, enter the employee's **Bank Account Number** using the drop-down menu. If the bank is not already configured (the typical situation when creating a new employee) enter the bank account number, and click **Create and edit..**. A **Create Bank Account Number** form loads. Fill in the information, then click **Save & Close**. Then, select the employee's preferred **Language** from the drop-down menu. Next, enter the **Home-Work Distance** in the field. This field is only necessary if the employee is receiving any type of commuter benefits. Lastly, enter the employee's license plate information in the **Private Car Plate** field. - **Education**: Select the highest level of education completed by the employee from the **Certificate Level** drop-down menu. Options include **Graduate**, **Bachelor**, **Master**, **Doctor**, or **Other**. Type in the **Field of Study**, and the name of the **School** in the respective fields. - **Work Permit**: If the employee has a work permit, enter the information in this section. Type in the **Visa No** (visa number) and/or **Work Permit No** (work permit number) in the corresponding fields. Using the calendar selector, select the **Visa Expire Date** and/or the **Work Permit Expiration Date** to enter the expiration date(s). If available, upload a digital copy of the work permit document. Click **Upload Your File**, navigate to the work permit file in the file explorer, and click **Open**. - **Family Status**: Select the current **Marital Status** using the drop-down menu, either **Single**, **Married**, **Legal Cohabitant**, **Widower**, or **Divorced**. If the employee has any dependent children, enter the **Number of Dependent Children** in the field. - **Emergency**: Type in the **Contact Name** and **Contact Phone** number of the employee's emergency contact in the respective fields. - **Citizenship**: This section contains all the information relevant to the citizenship of the employee. Some fields use a drop-down menu, as the **Nationality (Country)**, **Gender**, and **Country of Birth** fields do. The **Date of Birth** uses a calendar selector to select the date. First, click on the name of the month, then the year, to access the year ranges. Use the **< (left)** and **> (right)** arrow icons, navigate to the correct year range, and click on the year. Next, click on the month. Last, click on the day to select the date. Type in the information for the **Identification No** (identification number, **Passport No** (passport number), and **Place of Birth** fields. Last, if the employee is not a resident of the country they are working in, activate the check box next to the **Non-resident** field. []() ### HR Settings tab Esta aba fornece vários campos para informações diferentes, dependendo do país em que a empresa está localizada. Campos diferentes são configurados para locais diferentes, porém algumas seções aparecem independentemente. - **Status**: Select an **Employee Type** and, if applicable, a **Related User**, with the drop-down menus. The **Employee Type** options include **Employee**, **Student**, **Trainee**, **Contractor**, or **Freelancer**. Importante Employees do not also need to be users. *Employees* do **not** count towards the Odoo subscription billing, while *Users* **do** count towards billing. If the new employee should also be a user, the user must be created. After the **User** is created and saved, the new user will appear in the **Related User** field. After the employee is created, create the user. Click the **⚙️ (gear)** icon, then click **Create User**. A **Create User** form appears. Type in the **Name** and **Email Address**, and then select the **Company** from the drop-down menu. Click **Save** after the information is entered, and the employee record is automatically updated with the newly created user populating the **Related User** field. Users can also be created manually. For more information on how to manually add a user, refer to the [Usuários](https://docs.kmee.com.br/odoo/modulos/administracao/usuarios/) document. - **Payroll**: If applicable, enter the **Registration Number of the Employee** in this section. The **Attestation (N-1)** and **Attestation (N)** sections appear only for Belgian companies, and will not be visible for other locations. These sections log the days that will be paid to the new employee. Enter any **Amount to recover**, **Number of days**, and **Recovered Amount** of **Holiday Attest (year) - Simple Holiday Pay from previous employer to recover in (year)**, for both N and N-1 categories. For the **Holiday Attest (year) - Previous occupation for Double Holiday Pay Recovery in (year)** section, click **Add a line**, and enter the number of **Months**, the **Amount**, and **Occupation Rate**. Repeat for all entries. Click the **🗑️ (trash can)** icon to delete a line. - **SD WORX**: Enter the employee's seven digit **SDWorx code** in this field, if applicable. - **Attendance/Point of Sale/Manufacturing**: The employee's **PIN Code** and **Badge ID** can be entered here, if the employee needs/has one. Click **Generate** next to the **Badge ID** to create a badge ID. The **PIN Code** is used to sign in and out of the *Attendance* app kiosk, and a POS system. - **Application Settings**: Enter the employee's **Hourly Cost** in a XX.XX format. This is factored in when the employee is working at a work center. This value affects the manufacturing costs for a product, if the value of the manufactured product is not a fixed amount. This value does not affect the *Payroll* application. If applicable, enter the **Fleet Mobility Card** number. ![Insira todas as informações solicitadas na guia Configurações de RH para o funcionário.](https://docs.kmee.com.br/odoo/referencias/img/applications/hr/employees/new_employee/hr-settings.png) ## Documentos All documents associated with an employee are stored in the **Documents** app. The number of documents associated with the employee appear in the **Documents** smart button above the employee record. Click on the smart button, and all the documents appear. For more information on the **Documents** app, refer to the Documentos documentation. ![Todos os documentos carregados associados ao funcionário aparecem no botão inteligente de documentos.](https://docs.kmee.com.br/odoo/referencias/img/applications/hr/employees/new_employee/documents.png)