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
Odoo Human Resources
With Odoo Human Resources, manage the most important asset in your company: People
Get all your HR operations managed easily: knowledge sharing, recruitments, appraisals, timesheets, contracts, attendances, payroll, etc.
Each need is provided by a specific app that you activate on demand.
Manage Your Employees
Oversee all important information in your company address book. Some information are restricted to HR managers, others are public to easily look colleagues.
Record employee contracts and get alerts when they have to be renewed.
Streamline Your Recruitment Process
Index resumes, track applicants, search profiles with Odoo HR.
Post job offers and keep track of each application received. Follow applicants in your recruitment process with the smart kanban view.
Save time by automating some communications with email templates. Resumes are indexed automatically, allowing you to easily find for specific profiles.
Enterprise Social Network
Break down information silos. Share knowledge and best practices amongst all employees. Follow specific people or documents and join groups of interests to share expertise and documents.
Interact with your coworkers in real time with website live chat.
Track time and attendances
Keep track of the time spent by project, client or task. It's easy to record timesheets or check attendances for each employee. Get your analytic accounting posted automatically based on time spent on your projects.
Leaves Management
Keep track of the vacation days accrued by each employee. Employees enter their requests (paid leaves, sick leaves, etc), for managers to approve and validate. It's all done in just a few clicks. The agenda of each employee is updated accordingly.
Keep Track of Employee Expenses
Get rid of the paper work and follow employee's expenses directly in Odoo. Don't loose time or money by controlling the full flow: expense validation, reimbursement of employees, posting in the accounting and re-invoicing to customers.
Follow Periodic Appraisals
Set-up appraisals plans and/or surveys for your employees and watch their evolution. Define steps for interviews and Odoo will notify managers or subordinates automatically to prepare appraisals. Keep track of the progress of your staff periodically.
Boost Engagement With Gamification
Define clear objective and provide real time feedback
Inspire achievement with challenges, goals and rewards. Define clear objectives and provide real time feedback and tangible results. Showcase the top performers to the entire channel and publicly recognize a job well done.
Leaderboards
Promote leaders and competition amongst Sales Team with performance ratios.
Personal Objectives
Assign clear goals to users to align them with the company objectives.
Team Targets
Compare revenues with forecasts and budgets in real time.