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By: Sree

Employee Documents in Odoo 14 HR Module

Functional Odoo 14 Human Resource

Managing Employee details could be a difficult task for an organization at times, especially for large organizations with large numbers of employees working at different locations. They have to manage the details of a number of employees who are employed at different levels. The employee document will have the personal document and profile of the employee, their experience details, and qualification details. When an employee joins an organization, the employer will also have to maintain a job contract. All service records including performance records, internal account documents, and other documents have to be managed in a disciplined manner to avoid the misplacement or misuse of employee records. 


The human resources wing is the team entrusted to manage the employee document. But the appointment of HR officials alone may not be sufficient. An organization using an ERP solution to manage Employee document can perform extraordinarily well. It can help the organization to manage all activities and documents from the applications and recruitment documents to employee relieving documents. 


The human resources wing will have to take measures to produce all the documents including payment documents for auditing and other purposes also. A software solution supported by Odoo helps the business to manage everything effortlessly.


Managing documents in softcopies can be done in a well-organized way with Odoo. The softcopies are easy to transmit, save, and submit. The documentation using ERP also helps in employee appraisal activities as they have to maintain and preserve a number of documents for carrying out the app 


In this blog, we can take a look at how Odoo HRMS can help to manage employee documents.


Odoo HRMS makes use of the Odoo Document Module to store employee documents. 


Use the Documents Module by installing the module.


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This module helps a user to upload and store various documents including certificates, reports, bond details, contract agreements, and referral letters in the form of soft copies. The user can manage the documents well as it allows alert generation for the expiry of documents. Alerts can be used to renew contracts and bonds.


Take a look at the benefits of the document module

1. Supports the configuration of custom 'Type' of files

2. Helps to store employee-related documents in soft copies

3. Provides digital storage facility for employee records

4. Avoids File Management Overhead

5. Easy to Store Multiple Copies

6. Generates Expiry alerts

7. Unlike hard copies the copies can be used multiple times for multiple purposes


Once you complete the installation of the module go to the Employee module and then take the Employee form. Here you can find a new tab named Personal Document.


employee-documents-in-odoo-14-hr-module


Once you click on this tab you get the following.


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The user can add the relevant documents by uploading the scanned copy or image of the document. The user will have to specify the document name for easily identifying the document. 


The user can different types of documents including ID Proof, mobile subscription invoice, and other documents can be added here.


Also, read Odoo 14 HR Management



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Comments

Putra Bahari

I have already installed the employee & documents module, but I cannot find the 'Personal Documents' tab and there is no configuration on the settings. Can you help?

26/01/2021

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1:06AM



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