RomainLibert
d5fd84b89a
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
closes odoo/odoo#29151
31 lines
1.1 KiB
XML
31 lines
1.1 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<data>
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<record id="plan_wizard" model="ir.ui.view">
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<field name="name">plan wizard</field>
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<field name="model">hr.plan.wizard</field>
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<field name="arch" type="xml">
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<form>
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<sheet>
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<group>
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<field name="plan_id"/>
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</group>
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</sheet>
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<footer>
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<button name="launch" string="Launch Plan" type="object" class="oe_highlight" groups="hr.group_hr_manager"/>
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<button string="Cancel" class="btn-secondary" special="cancel"/>
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</footer>
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</form>
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</field>
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</record>
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<record id="plan_wizard_action" model="ir.actions.act_window">
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<field name="name">Launch Plan</field>
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<field name="res_model">hr.plan.wizard</field>
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<field name="view_type">form</field>
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<field name="view_mode">form</field>
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<field name="target">new</field>
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</record>
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</data>
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</odoo>
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