Human Resource - Odoo v12 Book

Odoo human resource management module is a comprehensive package to meet all your HR-related needs. It can manage the functions from Recruiting to, Employee Directory Management, to Attendance and Leave management, Expense, and Timesheet management.

You have to install following apps from Odoo apps to enable HR management features.

Employee Directory

This application allows you to create and manage the employee directory of your organization. You can create your organization's department hierarchy and add employees under different department matching your organization’s structure. Employee contract details are configured using this module. So this is the base of HR module.

Attendance

Employee attendance can be managed by installing this module. There are different attendance marking options available with Odoo. You can also add hardware for attendance marking. The module is integrated with Payroll, Leave Management, and Timesheet so that it provides a consistent attendance tracking mechanism.

Leave Management

Integrated with attendance, Payroll, and Timesheet, Leave Management allows the administrator to take efficient decisions on employee leave request.

Expense Management

Expense management module enables management of expenses occurred to employees. The employee can submit their expenses and appropriate officers can take actions on such requests.

Recruitment

You can automate and monitor all recruitment with this module. Recruitment stages, criteria, qualifications etc. can be configured with this module. You can install Online Jobs app to channelize recruitment via your website.

There are some more other useful apps and plugins that you can find in Odoo App store.

Some of the features of the Odoo HRM module is

Manage

Create employee profiles

Gather all information concerning each employee at one place.

Manage contracts

Keep track of your employees’ status, job titles, contract type and dates, and their schedule.

Manage timesheets

Create weekly and monthly timesheets and follow the time spent by your employees on projects.

Handle attendance

Keep track of your employees’ presence at work. HR managers can easily report employees' monthly presence with the menu entry and state.

Manage leaves

Manage holidays, legal leaves and sick days.

Dashboards

Get a dashboard per manager

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Collaborate

Enterprise social network

Follow employees and documents, join discussion groups, share files, and chat in real time.

Gamification

Design challenges, goals and rewards with clear targets and objectives to drive engagement and reward your employees’ performance.

System Users: Basically there are three types of users in HR management process

Employee: - Normal employee of office. He can mark his attendance, access the tasks assigned to him, manage his timesheet and perform other tasks associated with him.

Officer:- A higher level employee who has better powers and access rights like sanction leave, sanction time sheet etc.

Manager: - Manager who control and configure every procedure in HR module. Complete control over all level

Employee database

The employee database can be viewed from the dashboard of the employee module. This helps in viewing the complete details pertaining to an employee. So the first action to be triggered is specifying the department where the employee belongs to.

Department Management

Odoo enables you to create and manage your organizations departmental hierarchy in the most simple manner.

Create department

For that, go to the configuration Employee > Department > Create.

One can see a few already created department here. Upon clicking CREATE, you can create a new one.

A create form will appear like below:

Under the form you will have the following fields:

Department Name
Parent Department
Manager
Company

Fill all necessary fields and click .

One can organize the department the way needed and add as many departments as you like in Odoo.

Note:

to create a sub department choose the parent department from dropdown

Note:

mark it as Active, then only the created department will be available to use

View Employees in the department

Employees > Department

Click on button on respective department to view employees of that department.

Department wise Report

Employee -> Department

Click on option from your respective department.

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You can click on any of the reports to view in detail.

Employee profile management

Create an Employee Profile. For that go to

Employees > Create

Upon clicking the CREATE button, a create form will appear like below:

Here, one can specify the Employee Name, and the employee tag such as trainer, employee or a consultant.

Under Worker Information tab

One can specify the work related information such as Work Address, Work Location, Work Email, Work Mobile, Department, Job position, Job Title, Manager, Coach, Working hours and Time Zone.

Under Appraisal Tab

Specify who we need to send the appraisal form to – Manager, Employees, Collaborators, Colleagues and also can set the periodicity of the appraisal.

Under Private Information tab

One can specify the private employee information running from Nationality, Identification no, Passport no, Bank Account number, Contact information like phone number and address, also the field for specifying the gender, date of birth, place of birth, Work Permit, Education and much more.

Under HR Settings tab

You can specify the details with respect to expense, timesheet, attendance and more.

Once specifying all the relevant details click on SAVE to mark the changes. One can see the organizational chart or the hierarchy on the right side. Here you can see the employee template at which you are currently looking at and the managers of the employee. This organizational chart or the hierarchy can be highly useful if the company size is large and the HR department doesn’t necessarily know which manager belongs to which employee etc. It gives a quick glance over who is working under whom, giving all information here.

Update/Delete an employee

Employees > Dashboard

Select any of the employee from the list.

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You can view employee info on the window, make necessary changes if needed and save To delete an employee, click on ‘Action’ > Delete.

Note:

In HR Tab there is field “Related User”, using this option you can assign an employee to any ‘system user’. For example, project manager can be any employee of the firm as well as he can be the “Administrator” of the system

One can also easily filer the employees or group the employee based on different criteria’s say Manager, Coach, Department, Job or more. One can add n- number of customer group to filter employees easily.

Setting Standard Working Time for the Company

For that go to Settings->Configuration

One can modify the company working hours via clicking the modify button,

One can also add the information with respect to global leaves as well under the Global leaves tab.

If you want to change the working time of a particular employee, click on the work resources button on top right side.

Upon clicking, you will be navigated to a new window, with the list of all resources with their specified working time.

Click an employee to make the changes to his current working time.

Click SAVE to mark the changes.

Contract management

Add new contract. For that go to

Employees > Contract > Create

From the dashboard, you can quickly glance at the newly created contract, the running contract, to be renewed, expired and so on. One can add more columns as per the need.

Click CREATE to create new employee contract.

A create form will appear like below. Here, you can select ‘Employee’ ‘Department’ and other basic information from the window and assign the contract directly to an employee.

Under the contract details tab

One can specify the start date of the contract, end date of the contract, end date of the trial period, employees working schedule, frequency of the wage period, person responsible for validating the employee’s contract and more.

Under salary information tab

One can specify the salary information like employees monthly gross wage, the monthly amount the employee receives on his fuel card, the amount employee receives in the form of meal vouchers, the monthly net amount that is retained on the employee’s salary and much more.

Update/Delete a contract

Admin can Update a contract information, contract Status or delete a contract altogether by following method. For that, go to

Employees > Contract

Select the contract you wish to change.

Make edits wherever needed and click Save.

Note:

change the status of the contract by just clicking on ribbon that indicate the status.

To delete,

Click the Action button on top.

Leave Management

Leave management in Odoo is done through two phase at first phase- employee request for leave and the HR manager or concerned level officer must sanction the leave. Odoo generates detailed report to analyse the leave behavior. Admin or concerned officer can view these reports before sanctioning leave to an employee.

Firstly, Install the leaves module.

Leave Types

o configure the leave types, go to Leaves->Configuration->Leaves Types.

Here one can specify the type of leaves, which the company is letting the employees to take, say the legal leaves, paid time off, overtime compensation, sick leaves and more. One can create a new sick leave via clicking the create button.

Making Leave Request

To configure leave request, go to Leaves > My Leaves > Leave Summary > Create.

Upon clicking create button,a create form will appear like below:

Here one can specify the leave type from the dropdown menu, the duration of the leave, from date and to date, whether it is a half day and also a description to the leave if any.

Fill the fields and save.

Now the status of your leave is “To Approve”, it will be changed once concerned officer approve this leave.

Approve leave

Once a user makes a leave request, the concerned officer like HR admin must approve the same to sanction leave.

Configuration

Managers > To Approve Leaves

All leave requests will be listed here.
Select a leave request and Approve or Refuse.

Leave Report

Administrator can view detailed and varying reports in his dashboard.

Go to Leaves> Reporting

Leave Allocation

Unlike leave request, leave allocation is more of a planned leave request. Employee can request to allocate leave for him (generally in case of long leaves). Leave allocation option in Odoo leave management gives an easy interface to accomplish this task.

Configuration

Leaves > My leaves > Allocation Request > Create

Here one can add the description, leave type and duration of leaves. Fill the fields and click to submit the leave to manager for approval.

Recruitment Management

Odoo makes the recruitment process seamless by ensuring feasible HR Process. Here we have recruitment plugins related to HR. Officers or managers can create and launch various job positions for recruitment. For these positions users can either manually apply or through the website.

Create Job Openings

Firstly, go to the recruitment application. From here, one can gather the view of all the job decisions that the organization is currently recruiting for.

In order to create a new job position, go to Configuration->Job positions->Create.

Upon clicking the CREATE button, you will be navigated to a new window just like below;

Here, one can specify the Job position, recruitment details like the company, website, department, Interview form, job location, recruitment responsible, job description and much more. Once you have saved all the changes you can see on top the RECRUITMENT IN PROGRESS.

From here, one can also view the number of applications for this job position, no of employees, documents attached , also add some trackers to know what medium the applicants are using.

If you want to publish the job position in the website, click the UNPUBLISHED ON WEBSITE BUTTON.You will be redirected to the website page.

Here, one can make the editions to the job description via clicking on the edit button.

You get some building blocks on left to customize your website look. Edit accordingly the way it should get published in the website and save changes.

Applying for job

Odoo provides a complete solution for recruitment process. Once you publish the created opportunities in website, job seekers can view the same. User can view detailed advertisement and Apply by just clicking on the advertisement.

Upon clicking the apply now button, job seeker will be navigated to new window like below, where he can add his basic details like name, phone number, small introduction, email address and also attach the resume.

By clicking on , the user can submit his application. Upon the action, again the user will be redirected to a Congratulations page. Can later continue to check out the rest of website pages.

Process Job Application

Recruitment administrator can view all the application and related personal information listed in his dashboard.

Recruitment > Job Position

Click Application View the applicants and their recruitment status.

One can find a lot of information about the applicant here and also can add further information like the source, referred person, expected salary, proposed salary etc to the profile via clicking on the EDIT button.

If the applicant has attached any document, it shall be seen in the chatter.

One can also create meetings from this page, start interview (which will give questions related to the job), print interview and access documents.

Also can assign a responsible person for different stages of interview.

From the very same page, the applicant can be send the offer letter via clicking on button GENERATE OFFER LINK.

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Here, one can add the contract template, job title, contract type, vehicle info, employee budget and more.

Click SEND OFFER to send the offer link.

Resumes and Letter

To manage and view all the resumes and other documents provided by applicant, go to Recruitment-> Resumes and Letters

The Kanban view of all applicant's letters will be presented here.

One can also filter and group the resumes via setting different criteria such creation date, owner, company or more.

Reports

Managers or the head of departments can easily analyze the recruitment process and export it to excel. For that go to Recruitment->Reports.

p>Reports Graph Views

p>Bar Chart

Pie Chart analysis

Expense Management

Managing your employees' daily expenses has never been an easier task. Whether its travel expenses, office supplies, or any other employee expenditure, access all receipts and expense submissions from your Odoo Expenses dashboard and create, validate, or refuse them with just a click. No need to download a new specialized software to maintain expense records - everything can be done directly through Odoo Expense Management Module.

Firstly, go to the Expense Configuration settings,

From here, you can let your employees to record their expenses by email.

Generate an Expense

Single expense creation

Expenses > My Expenses > My Expenses> Create

For every new expense, the employee should have:

Description: This field embeds the reference to bill/ticket.
Product: This field specifies the type of expense.
Price: For instance, the accommodation or a quantity to reimburse. For example if the employee has travelled in a vehicle, the quantity shall be kilometer.

Fill the fields and click SAVE.

Upon submitting the documents and creating reports, click on< SUBMIT TO MANAGER> button.

“You can add more number of items to a same expense bill.

“Once the expense is submitted you can see the status of the expense changes”

Note:-“Now it has to be approved by an officer level user. Posted means the Payslip is posted in Journal and finally Paid status indicate the actual Payment. All these state changes can be done by different users. Same Rule is Applicable to Expense Report also.”

Approval by Manager

Upon creating a record, the expense report has to be send across or submitted to the manager to get them approved.

To Approve

Configuration

Expenses-> Expense Reports ->To Approve

This provisions the manager to oversee all the expenses that are awaiting approval. From the list, the manager can select a submitted expense, scrutinize it and take appropriate action.

Attendance Management

Odoo HR management includes attendance module which manages employee's attendance. Attendances are recorded according to the Check in/ Check Out actions. After installing attendance module from Odoo apps, we can see a new menu named Attendances.

Attendance Entry

Basically there are three ways to mark attendance.

Direct login and mark attendance
Admin make manual check in and check out entry
Kiosk Mode

Direct login and mark attendance

Since system login credentials are generally available to officer level employees this attendance marking facility is available only for those employees who have a system login Username and Password. They can login to the system and mark their attendance from Attendance menu.

Login > Attendance

Click the image to check in and click again to check out.

Admin make manual entry

Since direct login is not allowed for all users, Odoo provides another option to mark attendance. Administrator or any dedicated person can mark attendance for each employee. For that go to,