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
1.3 KiB
1.3 KiB
| 1 | id | name | model_id:id | group_id:id | perm_read | perm_write | perm_create | perm_unlink |
|---|---|---|---|---|---|---|---|---|
| 2 | access_hr_employee_category_user | hr.employee.category.user | model_hr_employee_category | group_hr_user | 1 | 1 | 1 | 1 |
| 3 | access_hr_employee_category_emp | hr.employee.category.emp | model_hr_employee_category | base.group_user | 1 | 0 | 0 | 0 |
| 4 | access_hr_employee_user | hr.employee user | model_hr_employee | group_hr_user | 1 | 1 | 1 | 1 |
| 5 | access_hr_employee_system_user | hr.employee system user | model_hr_employee | base.group_user | 1 | 0 | 0 | 0 |
| 6 | access_hr_employee_resource_user | resource.resource.user | resource.model_resource_resource | group_hr_user | 1 | 1 | 1 | 1 |
| 7 | access_hr_department_user | hr.department.user | model_hr_department | group_hr_user | 1 | 1 | 1 | 1 |
| 8 | access_hr_department_employee | hr.department.employee | model_hr_department | base.group_user | 1 | 0 | 0 | 0 |
| 9 | access_hr_job_user | hr.job user | model_hr_job | group_hr_user | 1 | 1 | 1 | 1 |
| 10 | access_ir_property_hr_user | ir_property hr_user | base.model_ir_property | group_hr_user | 1 | 1 | 1 | 0 |
| 11 | access_hr_plan_activity_type_employee | access_hr_plan_activity_type | model_hr_plan_activity_type | base.group_user | 1 | 0 | 0 | 0 |
| 12 | access_hr_plan_employee | access_hr_plan_employee | model_hr_plan | base.group_user | 1 | 0 | 0 | 0 |
| 13 | access_hr_plan_activity_type_hr_user | access_hr_plan_activity_type | model_hr_plan_activity_type | group_hr_user | 1 | 1 | 1 | 1 |
| 14 | access_hr_plan_hr_user | access_hr_plan_hr_user | model_hr_plan | group_hr_user | 1 | 1 | 1 | 1 |