--- name: odoo-hr-payroll-setup-0010ee854531 description: "Expert guide for Odoo HR and Payroll: salary structures, payslip rules, leave policies, employee contracts, and payroll journal entries." risk: safe source: "self" --- # Odoo HR & Payroll Setup ## Overview This skill guides HR managers and payroll accountants through setting up Odoo HR and Payroll correctly. It covers salary structure creation with Python-computed rules, time-off policies, employee contract types, and the payroll → accounting journal posting flow. ## When to Use This Skill - Creating a salary structure with gross pay, deductions, and net pay. - Configuring annual leave, sick leave, and public holiday policies. - Troubleshooting incorrect payslip amounts or missing rule contributions. - Setting up the payroll journal to correctly post to accounting. ## How It Works 1. **Activate**: Mention `@odoo-hr-payroll-setup` and describe your payroll scenario. 2. **Configure**: Receive step-by-step setup for salary rules and leave allocation. 3. **Debug**: Paste a salary rule or payslip issue and receive a root cause analysis. ## Examples ### Example 1: Salary Structure with Deductions ```text Menu: Payroll → Configuration → Salary Structures → New Name: US Employee Monthly Payslip Code: MONTHLY Rules (executed top-to-bottom — order matters): Code | Name | Formula | Category ----- | ---------------------- | ------------------------------ | --------- BASIC | Basic Wage | contract.wage | Basic GROSS | Gross | BASIC | Gross SS | Social Security (6.2%) | -GROSS * 0.062 | Deduction MED | Medicare (1.45%) | -GROSS * 0.0145 | Deduction FIT | Federal Income Tax | -GROSS * inputs.FIT_RATE.amount| Deduction NET | Net Salary | GROSS + SS + MED + FIT | Net ``` > **Federal Income Tax:** The standard Odoo US localization does not expose a single `l10n_us_w4_rate` field. Use an **input** (salary input type) to pass the withholding rate per employee, or install a community US payroll module (OCA `l10n_us_hr_payroll`) which handles W4 filing status properly. ### Example 2: Configure a Time Off Type ```text Menu: Time Off → Configuration → Time Off Types → New Name: Annual Leave / PTO Approval: Time Off Officer Leave Validation: Time Off Officer (single approver) or: "Both" for HR + Manager double approval Allocation: ☑ Employees can allocate time off themselves Requires approval: No Negative Balance: Not allowed (employees cannot go negative) Then create initial allocations: Menu: Time Off → Managers → Allocations → New Employee: [Each employee] Time Off Type: Annual Leave / PTO Allocation: 15 days Validity: Jan 1 – Dec 31 [current year] ``` ### Example 3: Payroll Journal Entry Result ```text After validating a payroll batch, Odoo generates: Debit Salary Expense Account $5,000.00 Credit Social Security Payable $310.00 Credit Medicare Payable $72.50 Credit Federal Tax Payable (varies) Credit Salary Payable $4,617.50+ When net salary is paid: Debit Salary Payable $4,617.50 Credit Bank Account $4,617.50 Employer taxes (e.g., FUTA, SUTA) post as separate journal entries. ``` ## Best Practices - ✅ **Do:** Install your country's **payroll localization** (`l10n_us_hr_payroll`, `l10n_mx_hr_payroll`, etc.) before building custom rules — it provides pre-configured tax structures. - ✅ **Do:** Use **salary rule inputs** (`inputs.ALLOWANCE.amount`) to pass variable values (bonuses, allowances, withholding rates) rather than hardcoding them in the rule formula. - ✅ **Do:** Archive old salary structures rather than deleting them — active payslips reference their structure and will break if the structure is deleted. - ✅ **Do:** Always set an active **Employee Contract** with correct dates and salary before generating payslips. - ❌ **Don't:** Manually edit posted payslips — cancel and regenerate the payslip batch if corrections are needed. - ❌ **Don't:** Use `contract.wage` in deduction rules without verifying whether the structure is monthly or annual — always check the contract wage period. ## Limitations - **Odoo Payroll is Enterprise-only** — the Community Edition does not include the Payroll module (`hr_payroll`). - US-specific compliance (W2, 941, state SUI/SDI filing) requires additional modules beyond the base localization; Odoo does not generate tax filings directly. - Does not cover **multi-country payroll** (employees in different countries require separate structures and localizations). - **Expense reimbursements** via payslip (e.g., mileage, home office) require a custom salary rule input and are not covered in standard HR Payroll documentation. --- Source attribution: ASoudy Original project: https://github.com/ASoudy/AGS/blob/cd1d94757d590093507ef8ac26299eab8bc20478/AGAS/plugins/antigravity-awesome-skills-claude/skills/odoo-hr-payroll-setup/SKILL.md License: MIT License information: https://opensource.org/license/mit Original upstream instructions; downloaded from Mega AI Hub. ## Upstream license notice MIT License Copyright (c) 2026 Antigravity User Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions: The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE. # Mega AI Hub resource metadata Creator / publisher: ASoudy Original project: https://github.com/ASoudy/AGS/blob/cd1d94757d590093507ef8ac26299eab8bc20478/AGAS/plugins/antigravity-awesome-skills-claude/skills/odoo-hr-payroll-setup/SKILL.md Attribution basis: Source repository record Fields of work: Finance & Accounting, Human Resources Roles: Accountant, HR Generalist, Payroll Specialist Specialties: Specialty not specified Tools: Odoo Country applicability: Mexico, United States Classification basis: Source catalog labels Instruction SHA-256: ab65a2918dd289c1aca18d9d80fdf727181ea594e3655d5efe5d2a05ad92bf9d