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| 1 | +:show-content: |
| 2 | + |
| 3 | +======================================= |
| 4 | +Timesheet billing rates and leaderboard |
| 5 | +======================================= |
| 6 | + |
| 7 | +Odoo’s **Timesheets** app allows you to set personalized billable time targets for employees. In |
| 8 | +addition to billable time targets, a leaderboard can be enabled to motivate employees and gamify |
| 9 | +their experience. The leaderboard displays billable and total time logged by employees, and can be |
| 10 | +enhanced with motivational tips. |
| 11 | + |
| 12 | +Billing rate indicators |
| 13 | +======================= |
| 14 | + |
| 15 | +To enable billing rate indicators, navigate to :menuselection:`Timesheets --> Configuration --> Settings`, |
| 16 | +then enable :guilabel:`Billing Rate Indicators`, and press :guilabel:`Save`. |
| 17 | + |
| 18 | +A new item, :guilabel:`Billing Time Targets` is then added in the :guilabel:`Configuration` menu. To |
| 19 | +set up the targets, click :guilabel:`Billing Time Targets`, then encode the :guilabel:`Monthly |
| 20 | +Billing Time Target` in hours or days, depending on the **Encoding Method** selected in the |
| 21 | +**Timesheets** app configuration. |
| 22 | + |
| 23 | +.. note:: |
| 24 | + Once the :guilabel:`billing rate indicators` have been enabled in **Timesheets** app |
| 25 | + configuration, you can also navigate to the **Employees** app, access the employee form that you |
| 26 | + wish to edit, and navigate to the :guilabel:`Settings` tab. Scroll down to |
| 27 | + :guilabel:`Application settings`, then encode the :guilabel:`Monthly Billing Time Target`. |
| 28 | + |
| 29 | +Billing rate leaderboard |
| 30 | +======================== |
| 31 | + |
| 32 | +After the **monthly billing time targets** have been enabled, Odoo offers the possibility of |
| 33 | +activating a **billing rate leaderboard** in order to motivate employees and enhance workplace |
| 34 | +transparency. |
| 35 | + |
| 36 | +To enable the billing rate leaderboard, navigate to :menuselection:`Timesheets --> Configuration --> Settings`, |
| 37 | +activate :guilabel:`Billing Rate Leaderboard`, then click :guilabel:`Save`. |
| 38 | + |
| 39 | +The billing rate leaderboard is then displayed in the upper right corner of the Kanban, grid, and |
| 40 | +list views of the :guilabel:`My Timesheets` menu for all users. It displays the current top three |
| 41 | +performers who have logged the highest percentage of their allocated billing hours. For the top |
| 42 | +performer, it also shows the amount of their logged time in the format: logged billable time / |
| 43 | +billable time target, as well as the total time logged. |
| 44 | + |
| 45 | +Clicking on the area of the top three performers opens the leaderboard for all team members. Use the |
| 46 | +drop-down menu in the upper left corner to switch between the :guilabel:`Billing Rate Leaderboard` |
| 47 | +and the :guilabel:`Total Time Leaderboard`, which displays the total time logged by team members |
| 48 | +across billable and internal projects. |
| 49 | + |
| 50 | +.. image:: billing_rates/leaderboard.png |
| 51 | + :alt: Billing rate leaderboard. |
| 52 | + |
| 53 | +Leaderboard tips |
| 54 | +================ |
| 55 | + |
| 56 | +The billing rate and total time leaderboard can be enhanced with daily **motivational tips**. |
| 57 | +They’re displayed on the left side of the leaderboard. The tips are randomly selected and change |
| 58 | +daily. |
| 59 | + |
| 60 | +To create or edit existing tips, navigate to :menuselection:`Timesheets --> Configuration --> Tips. |
| 61 | +To create a new tip, press :guilabel:`New`, and to edit the existing one, double-click on its text. |
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