- hr.job receives the favorite functionnality.
- Now, a newly created hr.job is favorite by default.
- hr.job receives a new field new_application_count that computes
the number of applications which are new in the flow for that job
(1st step of the recruitment flow).
- hr.job kanban boxes now display the field described just above.
- hr.job kanban boxes are now clickable and thus open related applications in a kanban view.
- Views are modified according to the images given in the related task (see Task ID below).
These changes are details such as modifying strings that are displayed or their position
in the view, or again icons that are displayed.
-> Note : Check related task to see decisions that have been made concerning these images.
- Search on Email on hr.applicant has been separated so that it is clearer.
- Rename old view crm_case_form_view_job into hr_applicant_view_form
Task ID : 1896305
Purpose
=======
Access group terminology is missleading. Yous have to be manager to administrate
an application. This task consists to rename groups to be understandable for everyone.
Groups should be reorganised on the users form to be more explicit.
Specification
=============
1/ Rename 'Manager' to 'Administrator' in users groups.
2/ Define a hierarchy on access groups by using the category_id in the manifests
A category 'Operations/Project' will create a category Project with a parent
category 'Operations', and something smart is already developed (in modules/db.py)
to avoid duplicating categories.
3/ Add a group in expenses to be able to approve expenses reports for my team.
4/ Add a group in timesheets to be able to approve timesheets for my team.
5/ Remove partially the useless crap in ir_module_category_data.xml
6/ Sort access rights groups on users form according to its parent category
closesodoo/odoo#29362
Signed-off-by: "Yannick Tivisse (yti)" <yti@odoo.com>
In the user preference, change the timezone of the user to blank (False value)
Save
Before this commit, a cryptic error was raised because the field tz in
resource.resource is required
Note that when writing on res.user, we write some fields (including tz)
on hr.employee, which is a resource.mixin, and therefore uses resource.resource
After this commit, we make the field required in the view
OPW 1934462
closesodoo/odoo#31312
Purpose
=======
If the activities are available on a model (i.e. inherits mail.activity.mixin),
add a progress bar based on the activities if nothing is defined yet.
closesodoo/odoo#24777
[IMP] hr_*: introduce the employee profile
================================
## General Purpose
We want an 'Employee profile' gathering every data about an employee.
The main form view is modified to become this employee profile.
A user can also see his own profile through the Preferences menu.
The new profile replaces the current Preferences view if the `hr` module is installed and the current user is linked to an employee. The Profile will show the employee of the current company.
A user should be able to see and edit his own profile.
*Problem*:
Many fields on hr.employee are protected by `groups="hr.group_hr_user"`.
Therefore, a regular user cannot see or edit those fields.
This protection must be bypassed to allow read/write access to the regular user's own data.
A similar mechanism already exists for `res.users` (for Preferences)
The better (least worst) solution found is to reuse this mechanism by adding related fields on `res.users`.
Pros:
- Don't change security access on hr.employee
- Don't implement yet another custom security layer, risking to add new security breaches
- A lot of fields are added by other modules on hr.employee.
It would have required to integrate them with the custom security layer.
- Fields added by other modules on the user's preferences view (normal view, not the profile)
are automatically included in the employee's profile view.
- Allow the hr.employee form view to be different than the user profile accessible
through the Preferences menu.
E.g. add custom buttons only relevant to the logged in user such as "Request a leave".
Cons:
- Each field from hr.employee that you want to appear on its profile
must be added as a related field on res.users
- Those related fields must be added to user's preferences view (duplicate views)
- They also must be added to `SELF_[READABLE | WRITABLE]_FIELDS`
Note:
When the front-end loads the views it gets the list of available fields for the user (according to its access rights). Later, when the front-end wants to populate the view with data, it only asks to read those available fields. However, in this case, we want the user to be able to read/write its own data, even if they are protected by groups (groups are kept on the related fields on res.users). The front-end need to be made aware of those fields by sending all field definitions.
## Changed modules
### hr_attendance
Adds a stat button to this employee profile showing the number of hours worked last month.
Remove the Boolean computed field `manual_attendance`.
This field is just a shortcut to add/remove the employee's user in the "Manual Attendance" group.
The checkbox is confusing on the employee's form and this should be done through the normal group management screens.
### hr_presence
Display the presence status on the employee kanban template.
The status is a colored chip which can be green (present), orange (to define) or red (absent).
Currently, the presence status is only computed when accessing the report view. As this commits displays it on the employee kanban, it should be updated more frequently.
The state should not be updated every time the kanban view is loaded since the computation is a bit heavy. Instead: add a cron to update status every hour.
-> The status is accurate on the report view (status is still updated
when loading the view)
-> The status in accurate at 1 hour on the kanban view
### [ADD] hr_attendance_presence
Bridge module between `hr_attendance` and `hr_presence`.
This PR integrates `hr_presence` module in the employee profile and adds the presence status on the employee kanban view. But `hr_attendance` adds at the same place a similar status icon for checkin/checkout.
This bridge module makes the status from `hr_presence` invisible as `hr_attendance` should be the main presence control mechanism.
Also, this commit adds the ability (through a new setting option) for `hr_presence` to take into account checkin/checkout to determine the presence status.
### l10n_be_hr_payroll
integration with employee profile
[ADD] hr_skills: Introduce a new module for employee resumé and skills
=======================================================
Purpose
-----------
Consultancy companies need resumé and skills of their consultants.
For big projects, they often need to send them to their customers.
These information are also useful to statistics.
Specification
-----------------
### New models
#### `hr.resume.line.type`
Types of resumé lines. e.g. *Experience*, *Education*, *Hobbies*
#### `hr.resume.line`
It is a line in the resumé of an employee.
#### `hr.skill`
Name of a skill. e.g *French*, *Python*, *Piano*
#### `hr.skill.type`
Skills can belongs to a particular type. A skill type has skill levels associated.
e.g. *Languages*, *Dev*, *Music*
#### `hr.skill.level`
Levels available for a particular skill type. Each level has a label
and a progress (between 0 and 100) associated.
e.g. *Intermediary (20%)*, *Advanced (85%)*, *Expert (100%)*
#### `hr.employee.skill`
These are skills which employees have. It links an employee with a particular skill
and level.
e.g. Mitchell has an *Intermediary* level in *Python*
### Access Rights
Only a `hr_user` can create/edit `hr.resume.line.type`, `hr.skill`, `hr.skill.level`, `hr.skill.type`.
If employees are allowed to edit their infos (setting), they can also create/edit `hr.resume.line`,
`hr.employee.skill` for themselves.
### UI
Resumé lines are displayed, grouped by type, in a new 'Resumé' tab in the employee
form. Resumé lines can be reordered (handle widget)
Emloyee skills are displayed in the Resumé tab, grouped by skill type.
[IMP] hr, hr_holidays, hr_expense: Change onchange parent_id behaviour
=========================================================
Purpose
-----------
When the manager (parent_id) of an employee changes, it doesn't always mean that other responsibles (Leave responsible, expense responsible, coach) should also change.
Specification
-----------------
When changing the employee's manager, the leave responsible, the expense responsible and the coach should be changed only if the field was not set or if the responsible is the previous manager. In that case, they should be set to the new manager. Otherwise, it means the field was most probably set manually and it should be left unchanged.
Task 1913089
--
I confirm I have signed the CLA and read the PR guidelines at www.odoo.com/submit-pr
closesodoo/odoo#30502
Purpose
=======
Consultancy companies need resumé and skills of their consultants.
For big projects, they often need to send them to their customers.
These informations are also useful to statistics.
Specification
=============
New models
----------
1/ `hr.resume.line.type`
Types of resumé lines. e.g. *Experience*, *Education*, *Hobbies*
2/ `hr.resume.line`
It is a line in the resumé of an employee.
3/ `hr.skill`
Name of a skill. e.g *French*, *Python*, *Piano*
4/ `hr.skill.type`
Skills can belongs to a particular type. A skill type has skill levels associated.
e.g. *Languages*, *Dev*, *Music*
5/ `hr.skill.level`
Levels available for a particular skill type. Each level has a label
and a progress (between 0 and 100) associated.
e.g. *Intermediary (20%)*, *Advanced (85%)*, *Expert (100%)*
6/ `hr.employee.skill`
These are skills which employees have. It links an employee with a particular skill
and level.
e.g. Mitchell has an *Intermediary* level in *Python*
Access Rights
-------------
Only a `hr_user` can create/edit `hr.resume.line.type`, `hr.skill`, `hr.skill.level`, `hr.skill.type`.
If employees are allowed to edit their infos (setting), they can also create/edit `hr.resume.line`,
`hr.employee.skill` for themselves.
UI
--
Resumé lines are displayed, grouped by type, in a new 'Resumé' tab in the employee
form. Resumé lines can be reordered (handle widget)
Emloyee skills are displayed in the Resumé tab, grouped by skill type.
General Purpose
===============
We want an 'Employee profile' gathering every data about an employee.
The main form view is modified to become this employee profile.
A user can also see his own profile through the Preferences menu.
The new profile replaces the current Preferences view if the hr module is installed
and the current user is linked to an employee.
A user should be able to see and edit his own profile.
*Problem*:
Many fields on hr.employee are protected by groups="hr.group_hr_user".
Therefore, a regular user cannot see or edit those fields.
This protection must be bypassed to allow read/write access
to the regular user's own data.
A similar mechanism already exists for res.users (for Preferences)
The better (least worst) solution found is to reuse this mechanism by adding related fields on res.users.
Pros:
- Don't change security access on hr.employee
- Don't implement yet another custom security layer, risking to add new security breaches
- A lot of fields are added by other modules on hr.employee.
It would have required to integrate them with the custom security layer.
- Fields added by other modules on the user's preferences view (normal view, not the profile)
are automatically included in the employee's profile view.
- Allow the hr.employee form view to be different than the user profile accessible
through the Preferences menu.
E.g. add custom buttons only relevant to the logged in user such as "Request a leave".
Cons:
- Each field from hr.employee that you want to appear on its profile
must be added as a related field on res.users
- Those related fields must be added to user's preferences view (duplicate views)
- They also must be added to SELF_[READABLE | WRITABLE]_FIELDS
Note:
When the front-end loads the views it gets the list of available fields
for the user (according to its access rights). Later, when the front-end wants to
populate the view with data, it only asks to read those available fields.
However, in this case, we want the user to be able to read/write its own data,
even if they are protected by groups (groups are kept on the related fields on res.users).
The front-end need to be made aware of those fields by sending all field definitions.
hr_attendance
=============
This commit integrate attendance in the new employee profile.
It also adds a stat button to this employee profile showing
the number of hours worked last month.
Remove the boolean computed field 'manual_attendance'.
This field is just a shortcut to add/remove the employee's user
in the "Manual Attendance" group.
The checkbox is confusing on the employee's form and this should
be done through the normal group management screens.
hr_presence
===========
Display the presence status on the employee kanban template.
The status is a colored chip which can be green (present),
orange (to define) or red (absent).
Currently, the presence status is only computed when accessing
the report view. As this commits displays it on the employee kanban,
it should be updated more frequently.
The state should not be updated every time the kanban view is loaded
since the computation is a bit heavy. Instead: add a cron to update
status every 15 minutes.
-> The status is accurate on the report view (status is still updated
when loading the view)
-> The status in accurate at 15 minutes on the kanban view
[ADD] hr_attendance_presence
============================
Bridge module between hr_attendance and hr_presence.
This commit integrates hr_presence module in the employee
profile and adds the presence status on the employee kanban view.
But hr_attendance adds at the same place a similar status icon for
checkin/checkout.
This bridge module makes the status from hr_presence invisible as
hr_attendance should be the main presence control mechanism.
Also, this commit adds the ability (through a new setting option)
for hr_presence to take into account checkin/checkout to determine
the presence status.
l10n_be_hr_payroll
==================
integration with employee profile
Purpose
=======
When the manager (parent_id) of an employee changes,
it doesn't always mean that other responsibles (Leave responsible,
expense responsible, coach) should also change.
Specification
=============
When changing the employee's manager, the leave responsible,
the expense responsible and the coach should be changed only
if the field was not set or if the responsible is the previous manager.
In that case, they should be set to the new manager.
Otherwise, it means the field was most probably set manually and
it should be left unchanged.
=========
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.
===============
SPECIFICATIONS
===============
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
