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PURPOSE
=========
{Any employee can work on a PoS session, even if he has no user. This decreases the cost of PoS App.}
We are not competitive enough on the PoS Market because customers have to pay one user per cashier while they expect to pay one user per cash station.
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SPECIFICATIONS
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pos.config
- Add a checkbox : "Login with Employees"
- If set to TRUE, an "Allowed Employees" many2many appear
- If employees many2many is empty, all employees can log on this PoS
- If set to FALSE, can only log in with the currently logged user
hr.employee
- The barcode and pin fields were be moved to the hr.employee
- Set a barcode (not pin) by default at the creation of any employee
- No Employees module with PoS > dependency to hr
Open the PoS if "Log in with Employees" = FALSE
- Same behaviour than now, when I open the PoS, I'm logged in with the current user and can start working at once. The only difference is that it is not possible to switch users anymore.
- The button to close the session is visible
Open he PoS if "Log in with Employees" = TRUE
- When I open the PoS, the first screen I see is the login screen.
(a) I choose my employee and enter my pin code (if there is pin code on my employee, otherwise not required) (I can only see employees that have access to that PoS)
(b) I scan my barcode
(c) I scan my rfid card (future development)
- When I click on the employee name, I can log in with another employee
- If the employee is linked to a user that has the pos user/manager access right, I can see the button the close the session. Otherwise I cannot close the session (and thus cannot access backend).
- Add field employee on all records created by PoS (and replace the field user by that one) (on pos.orders)
Lock Screen
- Improve the PoS Interface
- Add a new feature to allow to "lock" the session. When a session has been locked, the user/employee has to re-log-in to access the PoS
- When I try to re-log-in, by default suggest the last employee logged in in the login screen
Migration
Plan a migration strategy > barcode and pin is now on the employee and not on the user anymore
closesodoo/odoo#28567
Employees can appear multiple times in the org chart
Purpose
=======
Allow recursive hierarchy (an employee can be its own manager; e.g. the CEO is manager of everyone
but is also member of a department managed by the CTO who is himself managed by the CEO).
This means an employee might appear in multiple place in the organisational chart.
The button to see more of the hierarchy in the organisation chart opens all employees under the N+2 of the
current employee being displayed but does not open the view of the N+2.
Specification
=============
Add 'subordinates_ids' computed field on 'hr.employee' to get all subordinates (direct and indirect).
closesodoo/odoo#27900
Purpose
=======
We need to use an international word to define holidays and leaves, rename everything into Time Off.
Employees needs a good dashboard and leaves summary
Specification
=============
1/ Add a new dashboard: https://balsamiq.cloud/sm5j0d/pg5w04r
Create a new dashboard with a calendar and a summary of all time off and time off request
2/ Rename leaves into Time Off everywhere
3/ Improve general usability
TaskID: 1916871
closesodoo/odoo#29634
Through the HR setting, you can set the default
calendar for employee in the company. This field
is not required, and not setting it can be annoying
on employee creation.
This commit makes the field required only on the UI,
as default calendar is generated on company creation,
we can not set the required flag on the model.
Task-1827986
Purpose is to clean the use of tracking parameters on fields. Parameters are
merged and is now tracking=<int> or tracking=True.
This commit is linked to task ID 1903814 and PR #28430.
Purpose
=======
Give the possibility to elaborate plans through Odoo. For instance, in HR,
you could create an onboarding plan when a employee is created. Someone manages
laptop and other equipment, someone check hr stuff, ... This feature is generic
but in a first time we will apply it only on the hr module.
Ease HR process in a company by creating plans: a plan is an assembly of Next
Activities that will be launched together whenever you need it.
Example of plan for an employee onboarding:
Activity: Prepare materials
Responsible: Alain
Deadline: At the contract signature
Activity: Manage Cars
Responsible: Cécile
Deadline: at the contract signature (both signature)
Activity: Plan Training
Responsible: Caroline
Deadline: After signature
Activity: Training
Responsible: Employee
Deadline: 1 week after the employement date
Specifications
==============
On HR Configuration: Add a menu "Activity Plans"
Activity plan object:
- Name
- Model (debug mode) (hr by default)
- Activity Template o2m
- Activity Type (only the one related to hr)
- Deadline (come from Activity Type)
- Responsible \/
0 Coach
0 Manager
0 Other
[Responsible_name] \/ (coach, manager or manually set if other)
Add datas, 2 plans:
Onboarding
- Name: Onboarding
- Plan lines:
Activity: Setup IT Materials
Responsible: [a user] (manager)
Deadline: At the contract signature
Activity: Plan Training
Responsible: [manager]
Deadline: After signature
Activity: Training
Responsible: [Employee]
Deadline: 1 week after the employement date
Offboarding
- Name: Onboarding
- Plan lines:
Activity: Compute Out Delais
Responsible: [a user] (manager)
Deadline: today
Activity: Take Back HR Materials
Responsible: [manager]
Deadline: today
Activity: Manage Car
Responsible: [manager]
Deadline: today
When to trigger it ?
HR specific use case:
1/ On employee, from the employee chatter:
when you create an employee, Odoobot will log a note with the following message:
"Congratulations ! May i recommand you to setup an onboarding plan?", with a link
create a plan from it.
2/ Add a button 'launch plan' to open a wizard to select the plan
3/ When archive an employee
Open a wizard with:
- Reason (selection)
- Action plan (m2o not required)
Error if employee not linked to a user.
Task : 1912681
closesodoo/odoo#29151
Check that it makes custom binary fields into attachment as that's the
main reason for the change: when users create binary fields via Studio,
they're necessarily db-stored (as the interface doesn't allow altering
the attachment attribute and it's unclear how we'd handle users
switching it on/off every time), which significantly bloats their
database (and burns storage & backup space), especially as the primary
use case for binary fields is adding images and documents to records.
* check that binary fields are properly created as attachment=True
* add attachment=False on fields where that seems relevant (most but not
all of the fields previously using the default)
* remove occurrences of attachment=True
closesodoo/odoo#29308
Purpose
=======
A lot of companies don't use the module hr.attendance but are faced
to employees distraction, they forget to record leaves.
In big companies, it is not easy to controle presence and
check if everyone is present in the office.
Specification
=============
1/ Review Human Resources menuitems
- Employees
- Contract
- Department
- Reports
- Employee Presence
- Configuration
- Settings
- Employee
- Tag
- Contract
- Types
- Templates
- Challenges
- Challenges
- Badges
- Goal History
2/ Add option in hr settings to decide the company policy
[ ] Controle Presence of Employees
[ ] According the system login --> Based on the bus presence (Present if 'away' or 'online')
[ ] Following number of sent emails --> Based on the sent mail.message during the day
[ ] According to the IP address --> Based on the ip address when requesting a long polling, stored on a res.users.log
3/ Add an employee presence view
This view is only for the hr manager and the data is computed when the hr manager goes to it
Clicking on this menu item will generate all kanban of employees grouped by state (present, absent, to define)
On each employee cart, an action can be requested as:
- Send a sms to the employee
- Send an email to the employee
- Create a leave for the employee
4/ Use this email template to contact the employee
Dear %(employee_name)s,
Exception made if there was a mistake of ours, it seems that you are not at your office and there is not request of leaves from you.
Please, take appropriate measures in order to carry out this work absence.
Do not hesitate to contact your manager or the human resource department.
Best Regards,
The module lacks demo data to have a nice visual display when testing the application
Add allocation requests and leaves request for several employees
TaskID: 1906478
Purpose of this commit is to use the newly introduced helper to create
test users in a quick way and reduce code duplication.
This commit is linked to task ID 1889703 and PR #27526.
Purpose
=======
Currently when searching on a department (on the employee view for example)
we only retrieve employees from the specific department. It should return
all the employees from the department and also from its children
departments, like for partners or companies.
Specification
=============
Adapt all the search view where a department field is used by
specifying a 'child_of' operator.
Purpose is to extend the use of the newly-introduced activity view allowing
to see at a glance activities to perform on a given model. It eases daily
job of people working with activities.
Updated
* employee main menu actions;
* leave and allocation request main menu actions;
* applicant main menu actions;
* expense and expense report main menu actions;
* contract main menu action;
* attendance employee main action;
Following @est-odoo advice the Next Activities menu entry in hr_recruitment
is removed as there are already a lot of ways of managing activities: using
the systray, using activity view present on most actions, ...
This commit is linked to task ID 1889413.
This commit adapts the business code to changes introduced by
the parent commit in order to keep the same behaviour as before.
All readonly=False fields will have to be checked afterwards to confirm
that the business case requires write access to the source field.
Purpose of this commit is to allow to make private channels linked to
an HR department with an auto subscription.
It will ease the use of discussion channels among employees of a given
department. Moreover auto subscription is useful to avoid having to
manually synchronize channel members and department members.
This commit is linked to task ID 1848526 and closes PR #26650 .
Co-authored-by: Gert Pellin <gpe@odoo.com>
Co-authored-by: Richard Mathot <rim@odoo.com>
Christophe Simonis