Odoo Employees
Odoo Employees centralizes all employee information—personnel records, contracts, and organizational structure—into a single, easy-to-use platform. Every employee is assigned to a specific department, providing clear visibility into your company’s hierarchy.
With proper system configuration, managers can track real-time attendance and work locations directly from the dashboard. This actionable data enables accurate payroll processing, efficient workforce planning, and effortless compliance reporting, helping your business run smoothly and stay organized.
Odoo Employees Key Features
- All your employee data in one secure place
- Quickly Onboard New Employees
- Easily manage employee general information, Job roles, various work information, Contracts, work location and personal details
- Manage Payroll Information and Employee Resumes
- Manage Employee Certifications
- Manage Employee Skills
- Easily track employee certifications by expiration status
- Smart Button view Documents, Contracts, Goals , Time-Off and Timesheet for Employees
- Schedule Employee Working Hours
- Organize employees by departments and Company
- Track employee attendance, leaves, and working hours seamlessly
- Structured Employee On-boarding and off-boarding operations
- Manage Departure Reasons For off-boarding operations
- Quickly see your organization’s hierarchy with intuitive smart org chart visualization
- Reward and recognize employees with badges
- Individual employee equipment tracking
- Employee Retention Analysis
Key Benefits
- Centralized employee profiles for easy access to personal and work information
- Automated on-boarding and off-boarding processes to save time and ensure compliance
Employees Workflow
Employees Master Management
Following are the list of masters which support for Employees process
- Employee Plans
- Employee Work Locations
- Employee Departure Reasons
- Employee Skill Types
- Employee Bank Accounts
- Employee Certifications
- Departments
- Employee Organizational Chart
Employee Plans
Overview
Employee plans help the company launch on-boarding processes that smoothly integrate new employees by introducing their roles and the company culture, while off-boarding plans ensure a compliant and organized exit, protecting both the company and the employee, and preserving knowledge.
Process Flow
Business Rules
- Department selected based on selected company
Screenshots
Employee Work Locations
Overview
Employee Work Location refers to the physical or remote location assigned to an employee for work purposes. It plays a key role in organizational planning and operations.
Process flow
Business Rules
- A company must be selected when creating work location
- Work location and address fields are mandatory for work location creation
Screenshot
Employee Departure Reasons
Overview
Employee departure reasons refer to the official explanations recorded when an employee leaves a company.
Process Flow
Business Rules
- A Departure Name must be selected when create the record
Screenshot
Employee Skill Types
Overview
Employee Skill types organize and measure employee skills consistently, provide clear visual insights, and integrate with recruitment and appraisal processes for better talent management.
Process Flow
Business Rules
- A Skill Types Name must be selected when create the record
Screenshots
Employee Bank Accounts
Overview
Manage employee bank accounts to ensure accurate and timely salary payments. Bank details are securely stored and integrated with payroll for smooth processing.
Process flow
Business Rules
- When the Send Money button is enabled, the Tag status must be updated from Untrusted to Trusted.
Screenshots
Employee Certifications
Overview
It is used to track employee certifications (e.g., Experience, Education, Side Projects) to ensure required skills for specific jobs. Odoo supports all certification types without restriction.
Process Flow
Business Rule
- If Display Type is set to Course, then the Course Selection field must be enabled
- If Display Type is set to Certification, then the Certification Selection field must be enabled
Screenshots
Departments
Overview
Departments are used to organize employees by team, assign managers, track activities like attendance and expenses, and generate department-level reports for HR planning and performance analysis.
Process Flow
Business Rule
- The parent department list should display only departments that belong to the selected company
- When a company is selected, the default appraisal template should be automatically assigned to the appraisal template field
Screenshots
Employee Organizational Chart
Overview
Employee Organizational Chart provides a clear visual representation of the company’s hierarchy, showing employees and their reporting relationships. It integrates seamlessly with the Employees module, allowing managers and HR to easily view and manage team structures.
Process Flow
Business Rule
- Every employee must have a valid job position and assigned manager in the system
- An employee cannot be added to the organizational chart unless both job position and reporting manager fields are populated
- The organizational chart is automatically generated based on the hierarchical relationship (manager-subordinate) stored in employee records
Screenshots
Employees Management
Following are the list of Employees features supported by Odoo,
- New Employees Profile
- Contract Assignment
- Launch On-boarding Plan
- Launch Off-boarding Plan
New Employee Profile
Overview
Creating an employee record and capturing essential personal and professional details to manage HR processes efficiently. Employees can be created manually via the Employees app or imported in bulk using CSV files. Proper employee records enable smooth handling of payroll, attendance, appraisals, and other HR activities.
Process Flow
Business Rules
- Employee Name, Job Title, Department, and Company must be provided during creation
- Only departments linked to the selected company should be available for selection
- Manager and Coach Auto defined based on selected Department
- The selected manager must belong to the same company as the employee
- Work Email must be unique across the system
- Job Position selected based on selected company
- The date of the next appraisal is auto computed by the appraisal plans date
- New employees are marked as “Active” by default unless specified otherwise
Screenshots
Employee Master
Resume & Skills
Work Information
Private Information
Payroll Information
Contract Assignment
Overview
HR assigns a contract to define the employee’s job position, working hours, salary structure, and duration, enabling proper payroll and work schedule management.
Process flow
Business Rules
- The Contact Reference field must be filled with a descriptive name or title for the contract
- The Contract Start Date must be selected using the date picker before saving the contract
- A valid Working Schedule must be selected from the drop-down list filtered by the selected company
- A Salary Structure Type must be chosen from predefined types (e.g., Employee, Worker) or custom types if created
- Working schedules and salary structure types displayed are filtered based on the selected company
Screenshots
Assign Contract
Employee Contracts
Launch On-Boarding Plan
Overview
Launching an on-boarding plan in Odoo streamlines new employee integration, improves engagement, and ensures all necessary steps are completed efficiently.
Process flow
Business Rules
- An on-boarding plan can only be launched after the employee profile is created
- The on-boarding plan must be launched from the employee’s profile
- The user must select an on-boarding plan in the Plan field before scheduling
- A Plan Date must be set using the calendar selector
Screenshots
Launch Off-Boarding Plan: (If Applicable)
Overview
HR launches the off-boarding plan from the employee’s profile to manage exit tasks like asset return, final settlements, and exit interviews, ensuring a smooth and compliant employee exit.
Process Flow
Business Rules
- An Off-boarding plan can only be launched after the employee profile is created
- The Off-boarding plan must be launched from the employee’s profile
- The user must select an off-boarding plan in the Plan field before scheduling
- A Plan Date must be set using the calendar selector
Screenshots
Attachments
