Odoo Employee Module : Success depends upon employees, it may be a small, medium or large organization. Everything depends upon the employees’ working efficiency, their productivity and many more. Employee profile module is necessary for every organization. It contains every information about every employee in detail. With this Employee module you can not only help to get the information about the employees but also allows your employees to connect with other employees of the organization.
As of now in a pandemic situation every employee working remotely so this module is very important. This module has an ability to manage the business of the corporation on all levels efficiently, and dependability at your fingertips.
In this blog we will talk about the configuration of the employee module in V15.
First of all this module should be installed in your database if you want to use this. If this is not installed for you then go to the Odoo apps and install this module from there. Right now this module is installed for me so I will just click on this icon and come to its dashboard.
Above screenshot is the dashboard of the employee module. On this dashboard you can see the various tabs such as Employees, Departments, Reporting and Configuration. This is the kanban view of the employee module. You can see this in the list view also.
Above screenshot is the list view of the employee module.
Configuration : When you click on the configuration tab you can see the various options available such as Settings , Job Positions, Departments, Templates, Work Locations, Departure Reasons, Plans, Badges, Challenges, Goals History, Advantages, Personal Infor and Resume.
We will discuss each and every option in detail here. So let’s begin with the Settings option.
Settings : When you click on the configuration then you can select the settings option under the drop down menu. This is the most important feature for the HR department. You can enable the various functions from the settings according to your organization. When you click on the settings tab you can see the various options inside this such as Employees, Work Organization, Employee Update Rights, Extra Time Off Allocation.
- Employees : In the employee section you can see the options available such as Presence Control, Advanced Presence Control and Skills Management.
- Presence Control : This option allows you to define the Employee’s attendance details based on attendances or based on under status in the system.
- Advanced Presence Control : This option allows you to present a reporting screen, email address, and IP Address.
- Skills Management : This option allows you to improve employee profiles with skills and resumes.
- Work Organization : In this option you have to set a default company schedule to manage your employees working time. You can set it according to your organization.
- Employee Update Rights : In this section you can enable the Employee Editing option so that employees update their own data and information in the Odoo system with their own user dashboards.
- Extra Time Off Allocation : In this section you can see the Extra Time Off Allocation on contract signature option. You can activate this option for Employees requested extra time off in his salary configurator if they create the allocation request. You are also able to set the default Time Off Type.
Job Positions : You can also find this option under the configuration tab of the employee module. This feature allows you to configure various job positions. When you click on the job positions option you will come to the new window. For reference you can see the screenshot below.
In the above screenshot you can see the already created job positions with details such as name of the position, department, website, current number of employees, expected new employee, total forecasted employee, Hired employees, status, published and company name.
If you want to create a new job position then you can click on the create button and a new window will appear.
Here you can fill the name of the job position and in the job description tab you can mention the description about the job.
There is one more tab which is Recruitment. When you click on this tab then you can view the various fields such as company name, website, department, job location, expected new employees, published, contract template and Recruiter.
Departments : You can view this option under the configuration tab. When you click on the departments tab you will come to the new window.
In the above image you can see the list of departments which are already created. If you want to create a new department then you can create with the help of the create button.
You can fill in the details in the fields and click on the save button and your new department is created.
Contracts Templates : You can find this option under the configuration tab of the employee module. When you click on the contracts templates then you can see the list of already described Contract Templates along with the details such as Contract Reference, Department, Job Position, Working Schedule, Salary Structure Type, Status, and Company. For reference you can see the screenshot below.
If you want some changes in the existing templates then you can click on the edit button and perform changes and then save. And if you want to create a new template then you can click on the create button.
Work Locations : This option allows you to configure different work locations. When you click on the work locations menu you will come to the new window.
If you want to create a new work location then you can click on the top left corner “Create Button”, as highlighted in the screenshot above.
Now let’s move to the next available option under the configuration tab of the employee module.
Departure Reasons : You can also find this option under the configuration tab of the employee module. When you click on the departure reason you will come to the new window with the list of already departed reasons. For reference you can see the screenshot below.
If you want to create a new departure reason then you can do this with the help of the create button. When you click on the create button then you have to mention the reason. For reference you can see the screenshot below.
Plans : You can find this option under the configuration tab of the employee module. When you click on the activity plans then you can see the list of created plans.
If you want to create a new plan then you can click on the create button as highlighted in the screenshot above.
You can mention the name of the plan and when you click on the add a line button you will come to the new window.
You can choose from here and click on the select button and if you want to create a new one then you can click on the create button. This is how you can create a new activity plan.
Badges : This is useful to evaluate employee’s performance. These gained badges are displayed on the employee profile. You can find this option under the configuration tab of the employee module. When you click on the badges you will come to the new window.
This shows in two views such as kanban view and list view. Each of the badges has a Grant icon available. This allows them to grant these badges to the respective Employee. If you want then you can create a new badge with the help of the create button.
You can see the various fields available, you have to all the required details and save the details.
Challenges : It is important to create challenges to motivate your employees. You can also provide the employee a prize for finishing the task. This will assure the employee’s productivity. You can find this option under the configuration tab of the employee module. When you click on the challenges then it depicts the new window.
If you want to modify it then you can do this by edit button and if you want to create a new challenge then you can click on the create button and came to the new window.
You have to mention the challenge name and fill in the details in required fields. You can see the reward and advanced options tab in the above highlighted portion.
Goals History : You can find this option under the configuration tab. When you click on the Goals history a new window will open for you. For reference you can see the screenshot below.
Through this feature you can analyze the performance of your employees. This shows some details such as Start date, end date, current value, to reach and completeness.
This is how you can configure the employee module. I hope this blog will help you to configure the employee module for your organization. If you like to read more blogs written by us click on the Planet-Odoo