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
RomainLibert
d5fd84b89a