How new job vacancies can be notified to employees using Odoo 14 referral module?
For that alerts can be set. Go to referral module > Configuration > Alerts. Create an alert and we can decide how this will be displayed on the dashboard of each employee. While creating an alert there is an option ‘On click’. It can be: ‘Not Clickable’, ‘Go to All Jobs’ or ‘Specify URL’. Add the alert message to the provided field.
Furthermore, if ‘on click’ is ‘not clickable’, then the alert message will be only available in the dashboard as a text message. If it is ‘Go to All Jobs’ the message in the dashboard will be a clickable message for which when clicked on that message it will lead to the page where you can find all jobs. In addition, for ‘Specify URL’ an additional field appears to add the URL. So that when one clicks on the alert message it will lead to the specified URL.
How can I analyze the applicants referred by an employee using Odoo 14 referral module?
In the Odoo 14 referral module go to reporting, we will have the option ‘Employees Referral Analysis’. We can make use of filters and groups by options to generate dynamic reports from the referral module.
Furthermore, you can filter out users with their earned points, total applicant count, employee referral hired and employee referral refused.
How is the referral using Odoo 14 Referral module benefit the employee?
At each referral, the employee gets certain points. So whenever a job seeker applied for the vacancy that you are referring to, that application will be available for recruitment in Odoo 14 recruitment module. Moreover, during the recruitment at each stage, we can set a particular point that will be achieved by your employees. Additionally, in the stage settings we can assign points so that when an applicant wins that stage, the referred employee will be rewarded with that many points.
Using these points employees can buy some rewards that the company allows.
Is it possible to share a job application to social media using Odoo 14 referral?
Yes, it's possible to share job applications in social media using Odoo 14 referral, go to referral module, and from the overview click on view jobs. It will take you to a page where you can find all the job vacancies for different posts. Furthermore, under each job position, you will have the option to share vacancies in social media such as Facebook, Twitter, and LinkedIn. Click on the ‘share now’ button and login to your social media account and then post.
How can I add cash to employee accounts for lunch orders in Odoo 14?
To move cash to the employee account, go to the Lunch module > Manager > Cash Moves > Create. Then add user, date, and amount and save it. In addition, this amount will be added to the user account, the added amount details will be found from the Lunch module > Manager > Control accounts.
Can I set an alert for employees to place their lunch orders in Odoo 14?
Yes, an alert can be generated either on ‘Alert in app’ or ‘Chat notification’. Go to the lunch module > configuration > Alerts and create an alert. Choose the alert type, whether alert shown in the application itself or on chat notification. In addition, choose the location of the office and add an alert message at the field provided. Finally, you can choose the till period until the alert should be shown.
How can I allow credit limits to my employees on lunch orders in Odoo 14?
From Lunch module > Configuration > Settings, add luck overdraft amount. So every employee can order till the overdraft amount is allowed.
How the vehicles and contracts can be configured for a company in Odoo 14?
Before configuring a vehicle, a vehicle model needs to be created from configuration > Vehicle Model and add model, manufacturer, vehicle type, fleet manager. In addition, new manufacturers can be created again from the configuration itself or we can use the existing one. So while creating a new vehicle this model can be used.
Contracts can be created from fleet module > vehicles menu > Contracts > create and add contract details like responsible, type of contract, vendor, activation cost, recurring cost, and vehicle information such as a vehicle, current driver, invoice date, start and end date of the contract, etc and then save it.
How can I add new company vehicles in Odoo 14?
New vehicles can be added from fleet module > vehicles menu > vehicles and add vehicle details such as model, tags, driver details including current driver and future driver, vehicles details like last odometer details, purchase value, residual value, contract details, model details, and engine details.
How can I set a contract alert for the fleet in Odoo 14?
Contract expiry alerts can be set in the fleet module> Configuration> Settings> End Date Contract Alert, add the number of days the alert should be sent. Furthermore, if the contract's end date is set to 30 days, an orange alert will appear on the vehicle contract 30 days before the contract's end date.
How can I take reports of employee expenses in Odoo 14?
One can take expense analysis from expense module > Reporting > Expenses Analysis to take reports. Using custom filters and group by options dynamic reports can be taken.
How expense products can be configured in Odoo 14?
Go to Expense module > Configuration > Expense Products and create. Add product name, cost, internal reference if needed, invoicing policy, re-invoice expense, vendor tax, customer tax, expense account, and then save it.
How does the expense taken from employees can be reimbursed in Odoo 14?
To reimburse expenses in payslip enable the feature ‘Reimburse in Payslip’ from configuration settings. Then create an expense for which ’Paid By’ chose as ‘employee (to reimburse)’ and submit it. Then you will have an option to ‘Report in Next Payslip’ which will add the expense to your next payslip.
What is new in Odoo 14 expense module?
The expense module overview reflects the expense status to report, under validation and to be reimbursed. Another new feature is ‘Expense Digitalization (OCR)’ to digitize your receipts with OCR and Artificial Intelligence.
How can I generate an approval request for borrowing some items in Odoo 14?
Create ‘New request’ from the My approvals menu. There you can find all approval types. Click on the ‘’new request; button on the approval type ‘Borrow Items’ and add details such as to request owner, period, etc. Under the ‘Products’ tab, add the product and quantity for which the approval request is required. In addition, under the ‘Approvers’ tab, the approvers can be added once the request is submitted, the approvers need to approve the request.
Furthermore, if multiple approvals are added and anyone is approved, then the approver status changes to approved and is shown in green color.
How different approval types can be configured in Odoo 14?
Go to Approvals > Configuration > Approval types, create an approval type say borrow items. To manage this type we have added some more details such as the product you want to borrow, duration, quantity, etc. While for car application approval you have to add details such as the period, and documents needed. Moreover, in each case some documents are required, some are optional.
Therefore, under the ‘Options’ tab, we can add the required, optional cases such as period, product, amount, payment, reference, etc. Additionally, based on the chosen field the request form appears.
Define the purpose of the approval module in Odoo 14?
This module is used to provide approval for internal user requests. Different approval types can be created from Approvals > Configuration > Approval types for a business trip, contract approval, approval for borrow items, car application approvals, and many more.
How can I set a salary structure for my employees in Odoo 14?
Go to payroll module > Configuration > Structures, here one can create a salary structure for regular employees and contract employees. Click on create add type, whether employee or contract worker etc. Additionally, you can add the payment duration at scheduled pay and add journals for which salary records should be kept. Under salary, rules add the rules such as basic pay, allowances, deductions for the employee and save it. Thus salary structure is created.
Now in the employee contract, you have to set the ‘salary structure type’. So while creating payroll for the employee, it will be calculated based on the salary structure defined.
How can I create a payslip for an employee in Odoo 14?
Go to payroll module > Payslip > To Pay > create and add employee, and duration for which payslip has to be generated. In addition, under the workdays & inputs tab, add other working days and then click on ‘Compute sheets’. Thus under the ‘salary computation’ tab, the details of salary will be computed. Then click on ‘Create Draft Entry’ and go to ‘all payslips’ from the payslip menu. Moreover, you can find all the employee payslips here.
How the work entries and conflicts of an employee is managed in Odoo 14?
In the payroll module, under the menu work entries, you will have the option to manage the work entities and conflicts. Additionally, you can create a new work entry and remove the entry. Similarly, in conflicts displays an assigned work entry for a day for which leave is applied. So from here the manager can approve/refuse the time off and remove the conflict.
How do employees get informed of their planned schedules in Odoo 14?
Once the schedules are created, they can be sent to employees by clicking on the ‘Send Schedule’.Then a pop will appear where the period and employees are auto-filled. Furthermore, if you want to inform open shifts to your employees, enable ‘Include Open Shifts’ and then click on ‘Publish & Send’.
How can I create roles for employees in Odoo 14?
Go to Planning module > Configuration > Roles and then create a role. You can assign the employees having that role in the company. In addition, to identify the roles some colours can be assigned. So from the overview, it is easy to identify the role of employees in the schedule.
In Odoo 14, is it possible to copy the shift of last week instead of creating new?
Yes, Click on ‘Copy Previous week’. So it will copy the previous week’s planned schedule to the current week.
Define the open shifts in Odoo 14?
Open shifts are those shifts for which its role, employee, or project are not defined and it can be later assigned to any employee.
How can I plan a schedule by role and project for employees in Odoo 14?
Schedule by role can be planned from a planning module > schedule menu > By Role. It will plan schedules by role for the employees. In addition, you can create a new schedule by clicking on the ‘ADD’ button, then choose the available shift template. The Role will be auto-filled and add other details like employee, time, project, task, and repetition.
Schedule by Project can be planned from planning module > schedule menu > By Project. Furthermore, you can create a new schedule by clicking on The ‘ADD’ button, then choose the available shift template. The project will be auto-filled and add other details such as employee, time, project, task, and repetition.
Once the data is entered save or send it to employees and publish it.
How can I plan a schedule for an employee in Odoo 14?
To plan a schedule for an employee, go to the planning module > schedule menu > By employee. This will show all the planned schedules of employees and is also possible to create a new schedule for each employee. Click on the ‘+’ icon or ‘ADD’ option and then a popup will appear to enter the details for the employee where you can plan the schedule, add a role, date, project, task. Check-in the ‘repeat’ option if you want to repeat the role every week for a period or forever and save the changes.
How can I convert an applicant to the employee in Odoo 14?
The applicant may pass through different recruitment stages. At any stage, if they are found to be eligible for a job position they may get converted to an employee. Moreover, in each stage, you will have the option ‘Create Employee’, and click on that. An employee contract is created pre-filled with job position and company details. Add other required details of the employees and save them.
Is there any option to identify the source of applications in Odoo 14?
One can get the source link of the application from Recruitment > Configuration > Sources of Applicants. You can find the links there.
How does the employee get notified when he is qualifying each stage of the recruitment process in Odoo 14?
We can set an email template in each stage so that when the application moves to the next stage automatically the mail will be sent to the applicant. Edit the stage and add an email template to acknowledge the applicant and save it. In addition, ensure that the applicant details contain a valid email id.
In Odoo 14, from where can I get the details of applicants who applied for the vacancies?
Once the applicant applies for the post through the ‘apply now button on the website, you can view a new message ‘1 New application’ in the overview. Click on ‘Applications’ of the corresponding job vacancy where you can find the applicant details including the uploaded document in the starting stage (Initial qualification).
How can I publish the job vacancy on my company website on Odoo 14?
Once the Job vacancy is created and added with all the details correctly, it can be published on the website. In addition, inside the job vacancy menu, you will be provided a smart tab ‘Go to Website’. Either you can go to a website and then swipe to publish or a form of an overview of job vacancies, there is an option to swipe the at the job description to publish.
Once it is published a widget ‘Published’ appears on the job vacancy.
How can I assign the number of vacancies and job descriptions in the created job positions in Odoo 14?
Edit the created job position which can be done under the Job Description tab where you can add job descriptions such as educational qualification, experience, required skills, and certifications, etc. Furthermore, under the Recruitment tab, you can add the count of ‘Expected new employees’.
How can I create a job position for my company in Odoo 14?
From the recruitment module overview, you can create a job position. Click on the create button and add the job position then create it. Thus a job position is created and you can edit and add other details.
How does the survey module help in the recruitment and appraisal process in Odoo 14?
Using survey modules a variety of questionnaires, and forms can be generated they can be used for employee appraisal and for recruitment as the interview forms and questionnaires which are also created from the survey module.
How can I set the access mode for candidates to interview in Odoo 14?
From the survey form, under the ‘Options’ tab candidate access can be set by setting an ‘Access Mode’ either for ‘Anyone with Link’ or for ‘Invited people only’. Furthermore, you can enable login required, then login will be mandatory to attend the session and the attempt limit can also set.
How can I get the score of an exam attended or interview in Odoo 14?
The scoring also can be set under the ‘options’ tab. Therefore, you can choose the scoring as ‘No scoring’, ‘Scoring with answers at the end’ which will show the score and answers at the end of the interview/exam, or ‘Scoring without answers at the end’, which means the score will only show at the end of interview/exam.
Is it possible to arrange the questionnaire layout and time limit for the interview in Odoo 14?
Yes, under the ‘options’ tab of the interview form a lot of settings are available to add questionnaire layout such as ‘One page with all the questions, ‘One page per section ’or ‘One page per question. If progression mode chooses as ‘number’, it will display the number of questions to have been answered and ‘percentage’ for the percentage amount of questions to have been answered.
The time limit can also be set by enabling ‘Survey Time Limit’ and adding a time limit in minutes.
What kind of questions can be included in the interview form in Odoo 14?
Question types include Multiple Lines Text Box, Single Line Text Box, Numerical Value, Date, Datetime, Multiple choice: only one answer, Multiple choice: multiple answers allowed, Matrix, etc.
How can I generate interview forms in Odoo 14?
Go to the survey module, where you can create different forms by clicking on create, add the survey title as ‘Interview form’ and add the interview question in the ‘questions’ tab. Moreover, the questions can be arranged in different sections also.
How can I collect the employee feedback to improve the appraisal process in Odoo 14?
In the configuration settings of the appraisal module, enable 360 feedback which will ask to fill a survey to other employees. In addition, you can choose the template at the required field, actually, this form will be generated from the survey module.
How can I Automatically generate appraisals using the Odoo 14 appraisal module?
To automate the appraisal generation, one can enable appraisal plans. The appraisal plan defines whether the appraisal is required after 6 months of joining or 6 months after the last appraisal.
How employee appraisal can be processed in Odoo 14?
The admin can send the employee appraisal by clicking on ‘Appraisal’ from the employee form itself and they will be scheduled for an interview and an appraisal form will be sent to the employee.
Can I send a reminder to employees and managers if a timesheet is not added in Odoo 14?
Yes, one can set reminders to employees and to managers. From the configuration settings under the timesheet, the control section add the employee reminder at the end of the week or the month. So a periodic email reminder to timesheet users will be sent. Similarly, manager remainder can also be set.
How can I invoice the timesheets in Odoo 14?
Invoices can be generated either based on all timesheet entries or on validated timesheet entries. This can be decided by the invoicing policy. Go to the configuration settings of the timesheet and choose the invoicing policy.
How can the manager validate employee timesheets in Odoo 14?
The manager can validate the employee timesheet from the To Validate menu. He/she can validate the timesheet of last week or last month which can be done by clicking on the validate button and thus timesheet entries are validated.
How can we automate the timesheet entry in Odoo 14?
Click on the start button in the timesheet overview. Describe the activity, project, and task. It starts to count the work time of tasks in that project. Once the task is completed click on stop therefore, the time is recorded in the employee timesheet automatically. Moreover, this saves the time of employees from manual timesheet entry.
Is it possible to round the lowest time to the rounded time in Odoo 14?
Yes, in the timesheet configuration settings, timesheet rounding can be set for a minimum duration to round up to a particular duration.
What is new in Odoo 14 timesheets?
The Odoo 14 timesheet has an added feature of the timer to record the timesheet of employees. So manual entry can be avoided.
How the time-off request can be handled in Odoo 14?
Go to ‘My Time off’ menu> My time off request > create the request and add the time of type, date, and description. Once it is created it will be shown under the manager menu > time off. The time officer can approve the request if it seems valid or he can refuse the request.
How time off can be allocated in Odoo 14?
Employees can send allocation requests through the ‘My Time Off’ menu > My Allocation Requests > create an allocation request for N days. Therefore, under the manager menu > allocations, you can view the requested allocation for approval. The time off officer can either approve or refuse the request.
How can I set approvals for time off requests in Odoo 14?
While creating time off type on the Odoo platform you can set the time off request approvals. Time of request approval can be ‘By Time Off Officer’, 'By Employee's Manager’ or ‘By Employee's Manager and Time Off Officer’.
Can I use the employee ‘pin’ to login in to kiosk mode in Odoo 14?
Yes, firstly enable ‘employee pin’ from configuration settings of the attendance module. Now go to the kiosk mode and click on identify manually option, which will lead to the employee directory. Choose the employee, then it will ask to enter the PIN of the employee
How can the employee badge be scanned in Odoo 14?
In Kiosk Mode, it will ask to scan the employee badge. Once the badge is scanned the attendance gets recorded for the employee.
How can employee Attendance be marked in Odoo 14?
Employees can mark the attendance by check-in operation of their employee pin number or by scanning their badge, which will record the attendance. Go to the attendance module, under the manager menu where you can find the attendance of employees who are present, on leave, present but on leave, etc.
How can I set a goal to achieve a monthly sales target for my employees in Odoo 14?
You can set challenges for employees to achieve the goal of meeting the monthly sales targets. For that go to employee module > configuration > Challenges.
You can create a challenge monthly sales target and add employees who are participating in the challenge. Furthermore, under the ‘Goals’ tab, you can set the goal definition and target amount. The reward for successful achievement can be added under the rewards tab.
How can I find the employee analysis for the year in Odoo 14?
Go to the employee module > Reporting > contracts, which take you to the reporting side. You can use filter and group by the option to filter out employee analysis data.
How can I view the organizational chart for the employee in Odoo 14?
Once a manager is assigned to an employee, the organizational chart will be updated in the employee details. Furthermore, in the organizational chart, the number of direct subordinates will also be shown. Therefore, on clicking the number displayed subordinate details can be viewed.
What are all details added in the work information tab of employees in Odoo 14?
Work location information, approvers of employees for Time Off, Expense, Timesheet; working schedule and planning roles, etc can be defined under the work information tab of employee module.
Where can I add the timesheet cost of an employee in Odoo 14?
Under the HR setting of the employee, timesheet cost can be added
How can the salary information of an employee be configured in Odoo 14?
Employee salary defined in the employee contract. Create an employment contract from the employee module> employee menu > Contracts. Furthermore, add the details, wage on the payroll.
How can I add a new employee to the employee directory in Odoo 14?
You can create a new employee from the employee module > create and employee details like name, job position, Department, Manager, coach, resume details, work information, HR settings, and other personal document details.
How can I get the absentee details from Odoo 14 employee directory?
You can filter the employees with ‘Absent Today is true’, which shows the absentees. Similarly, active employees and employees who are present can be filtered out.
How the employee resume can be added to employee details in Odoo 14?
On installing the ‘Skills Management’ module from the apps, a new tab ‘Resume’ appears to add employee details to add employee skills, experience, education details etc
How can employee pins be set in Odoo 14?
In the employee HR setting, a pin number can be added or a badge can be generated for an employee. Thus, by entering the pin or by scanning the badge employee can log in.
How can I know the employee department in Odoo 14?
Search for the employee from the employee directory and in the employee details, his department is defined.
In a multi-company environment, how can I identify the employees of a particular company in Odoo 14?
One can filter the employees based on their company. The companies are displayed on the left side of the screen. Click on any company, which will display all employees in the company.
How expense can be created from incoming emails using odoo 13?
In the configuration settings of Expense module, you will have an option to enable incoming email. Check in the ‘incoming email’ and set the email alias correspondingly. So when a mail is sent to the incoming mail with the receipt in attachment and with mail subject as product’s internal code and mentioning the expense amount will create an expense from the email.
How does the expense reimburse in payslip in odoo 13?
In the configuration settings of Expense module, you will have an option to reimburse the expense to the employee in payslip. Expense module> Configuration > Settings> Enable Reimburse in Payslip and then Save.
How is the expense incurred by the employee being reimbursed by the company in odoo 13 expense app?
When creating the expense we mention the expense is paid by the employee or company. So if the expense is paid by the employee, it will reimburse the employee. They can attach documents of the expense and submit a report to the manager. Manager will approve the request and pay the employee Or another option of reimbursement is in payslip.
How the employee expense is handled in odoo 13?
The employee can create expenses that may be either paid by the employee or by the company, Expense module> create. Add the expense description, expense product,unit price , quantity, company etc. Also whether the expense is paid by the company or employee.If paid by an employee, it may reimburse. After entering details, submit the expense to approve. After approval, journals can be posted and paid.
How can we configure expense products in odoo 13?
Expense product can be created from Expense module> Configuration > Expense product. Click on the create button, Add the expense product name and product type should be service. You can also add other information like cost, invoicing policy, expense account, tax etc.
How candidate login for an interview can be set using odoo 13?
Candidate login access mode can be set to either for all users having the link or only for the invited people only. Check in login required and number of attempts as per requirement.
How can the scoring, time limit and layout of each question be set in odoo 13?
In the interview form you will have the ‘Options’ tab, under options tab layout of the form can be arranged as one page with all the questions or one page per section or one page per question.
By enabling the time limit, we can add a time frame for all questions or for Randomized per section.
Scoring also managed by option ‘No scoring’, ’Scoring with answers at the end’, ‘Scoring without answers at the end’. You can also set a passing score in percentage and enable certificates. Once the candidate succeeds the certification it will be notified through email with a certificate document. For that purpose we can add the email template too.
What all kinds of question types can be included in the interview form of odoo 13 recruitment app?
Multiple questions with one answer and multiple answers, numerical questions, single line and multi line questions, date and matrix type questions etc are available.
How can we use interview forms for recruitment in odoo 13?
You can create interview forms from Survey app of odoo 13.
Go to the survey app and create a form whose category is chosen as recruitment. Under the questions tab you can add questions that need to be added to the interview form.
There are different types of Questions available like, multiple questions with one answer and multiple answers, numerical questions, single line and multi line questions, date and matrix type questions etc. This interview form is then accessible in the recruitment module of odoo 13 while creating the job position. Thus it can be used for the recruitment process.
How can we convert an applicant to an employee in odoo 13?
Once the application is done, the candidate may pass through various stages. From each stage you can convert the applicant to employee by clicking on the ’Create Employee’ button.
How the applicants uploaded documents managed in odoo 13?
When a candidate applies for the job position and uploaded document, the document gets saved in the document tab of the job position.Once application is submitted, go to the recruitment app and then to the job position. You can find the uploaded document under the ‘Documents’ tab.
How do job applications be posted on websites and apply through websites using odoo 13 recruitment app?
Create a job position, recruitment module > create job positions and add name of post and save. Thus the job position is created.
Now edit the job position and add details. After entering all details click on the smart tad ‘Go to website’. This will redirect to the website and at the top you can see the as it is unpublished. Tap it to published ( The red colour will change to green). Now you can see this job position on the website since it is published.
To apply for this job position click on the ‘Apply’ button from the website. It will lead to the job application form of manager. Enter details and upload documents required. Thus the details will be available in the recruitment module.
How email reminders can be set for timesheet users and managers in odoo13?
We can activate a periodical email reminder for timesheet users and managers by enabling employee remainder and manager remainder respectively in the timesheet configuration settings.
Is it possible to generate payslip of all employees together in odoo 13?
In the payroll app of odoo 13, we can generate payslips in batches, Payroll> Payslips> Batches.
Create a batch and click on Generate Payslips. So it will list all the employees who are belonging to the company. You can also deselect employees if needed and choose their salary structure and click on Generate.
So this will generate payslip for all the selected employees in a single click.
How appraisal reminders are managed using odoo 13?
Appraisal reminders can be created, Appraisal app> Configuration > Appraisal Reminders> create. We can decide whom to notify, whether employee or manager and when to notify.
How employee appraisal can be automated in odoo 13?
In the configuration settings of the appraisal module, we can set minimum and maximum time between appraisal. Also by enabling remainders, it will automatically send appraisal reminders by email to the participants.
How time off approval is managed in odoo 13?
Time of approval managed by adding the validation officer. When we create a time off type we can decide the approval officer as well. There are four types of validation including, No Validation (where approval is not required),Time Off Officer(mention the time off officer, so the approver is that officer),Team Leader,Team Leader and Time Off Officer.
How the time off reflects in the payslip in odoo 13?
When we create a payslip for an employee, his leaves will automatically be recorded and shown separately the working days, unpaid and paid leaves etc. The time off may be paid or unpaid. If it is unpaid the corresponding amount will be deducted from their salary. Means the payslip will be calculated by taking the paid working days only.
How can we allocate a number of time off days for an employee in odoo 13?
When we create a time of type we can allocate the total number of days allocated for that time of type.
Go to time off module> configuration> Time off type. There you can create time of type. You will have a smart tab, Group Time allocated. You can allocate the number of days there and approve.
Now, when creating a time off for employees of this created time off type, you can see the remaining time off days at the corner tab.
How can the salary of the employee be updated in odoo 13?
In the employee contract of odoo 13, Click on ‘Action’ and then index contract(s). So a pop up will open, enter the percentage value to add and confirm. Now you can see the salary of the employee gets increased by the percentage value.
How do we set challenges for employees in odoo 13 and reward them?
To improve employee performance certain challenges can be set to like sales targets up to a particular amount and those who won in the goal can be rewarded.
In odoo 13 employee app. Challenges can be set, Employee module> configuration> Challenges. Create a challenge, add participants using a filter option, add the duration of the challenge, user responsible for the challenge, periodicity, challenge goal, and rewards. Once the challenge is running the related goals of individual participants can be viewed. Once they reach the goal they are marked as won and the badge is granted as a reward. All the badges that the employee received can be seen under the Received Badges tab of the employee form.
How are the employee skills managed in odoo 13?
Odoo 13 features a nes module skill management module to manage skills of employees. On installing this module from apps, you will get additional features in the employee module to add resume and skills.
How can we set employee pin numbers or generate the badge in odoo 13?
Under the HR settings tab of the employee app, the employee pin can be set. The badge id can be generated from there itself.
How can we log attendance of employees in odoo 13 ?
When an employee is checked in, the attendance will be recorded. Employees can check-in using their employee pin number or by scanning their badge. To scan a badge or to check-in using a pin, the KIOSK mode should be enabled from settings of the attendance app.
How do the points in the referral app of odoo 13 be helpful for employees?
Employees can earn rewards based on their points.
How referrals can be achieved in odoo 13?
The job vacancies get informed through email or by sharing in social media.
How are employees informed about new job offers are out for referral in odoo 13?
We can set alerts, referrals > configuration> alerts. The alert can be a message (not clickable) or clickable, that redirects to jobs or to a specific URL.
How do you get to know that the person you referred is hired in odoo 13 referral app?
Once after the referred person is hired, the referral dashboard will reflect it and ask to choose an avatar for your friend.
How stages are set for specific jobs in odoo 13 recruitment module?
Recruitment module > Configuration > stages, on editing the stages, the user can assign the job for that particular stage.
How points can be set for each referral in odoo 13?
The referral points will be the aggregated point of each stage of the recruitment process. The points can be set in the recruitment module. Recruitment module > Configuration > stages, on editing the stage, points for the stage can be added at the field ‘points’.
How can I manage the Delays in the lunch module?
Using the lunch module the user can Set the alert this way we can manage the delay. For creating alerts for lunch Goto configuration -> Alert -> Create. There is also an option for setting the alert in-app or through chat notification. For more details please refer How to use odoo lunch module.
What is the objective of the lunch module in odoo?
this module deals with lunch management of the organization. organizations can arrange food for the employees. odoo lunch module helps the company to deal with the nourishment requests and spare the worker’s time. for more details please refer to how to use lunch module in odoo.
Can I acknowledge applicants using emails if they clear the stages of the interview?
Yes, By using odoo this process can be easily managed. For this, we can assign the email template on each stage from its settings. If the email is configured the applicants get notified. For further clarification please refer Recruitment process in odoo.
Objective of expense management module in odoo?
By using the expense module in odoo we can easily manage our expenses made. Employees can submit their expenses to the manager. The manager can refuse or approve the expenses made by the employee. For more details please refer to Expense management in odoo.
Various computations and conditions are used for salary rule?
from “general tab” one can set the condition and computations for each salary rule. conditions can be based on: > range > python expression > always truethe computation can be calculated: > percentage > fixed amount > python code.for more information refer indian payroll process in odoo
Significance of salary rule in payroll?
combination of different salary rules constitutes a salary structure or influences the computation of a salary structure. salary rules can be of different categories like basic, allowance, gross, deduction, net, etc.by default, odoo provides different salary rules. however, business organizations can create new salary rules based on company policy.for more information please refer indian payroll system.
Advantages of payslip batching in odoo payroll module?
In odoo, we can also create payslips in batch. it will make your task quicker and easier. for generating payslip in batches go to payroll -> payslips -> batches -> create. provide batch name -> generate payslip -> select employee names -> generate. For further clarification please refer HR PayRoll in odoo.
How can i generate payslip for an employee in odoo?
payslip can be generated for those employees who have an active contract. employee payslip will be determined by the salary structure that is made available for that employee contract. once the employee name and contract is chosen, the quantity of worked days will be consequently figured with respect to working days marked for the employee. after that by using “compute sheet” the salary details will be filled up on “salary computation” tab. for more information please refer to indian payroll system
Can I set time for the appraisal?
Yes, From the configuration tab one can easily set the minimum and maximum time interval for an appraisal. For more details refer to Employee Appraisal in odoo.
Is it possible to configure custom mail as a reminder?
yes, firstly from configuration enables the reminders and also at the time of creating the appraisal from the “mail to send” tab we can customize the mail. for more details refer to employee appraisal in odoo.
Is it possible to create a custom questionnaire using the appraisal module?
A company definitely needs a custom questionnaire for gathering information from employees. From Survey -> Create section, the user can create their own questionnaires for their appraisal. For more details refer to Employee Appraisal in odoo.
What is the objective of the appraisal module?
The appraisal for Employee performance is an indeed process that is adopted by all the organizations for optimizing their employee's performance. The regular evaluation of employees can bring many benefits. For more details refer to Employee Appraisal in odoo.
How can I get Time off reporting of employees?
The administrator can view detailed reports of time off of employees from the dashboard. To get a report go to Time off -> Reporting.
What do you mean by the expense analysis?
expense analysis is the complete report of expense in the hr section and we can filter the report as you wish.
What are expense products? how can i create it?
odoo considering the expense as products. while creating the product there is an option for mark as an expense. travel expenses, hotel accommodation and those kinds of expenses are examples of expenses products. we can create expense product from expense module for creating expense product goto configuration -> expenses product.for more details please refer to expense management in odoo.
How to generate an expense in odoo?
to generate the expense go to expenses>my expenses> and create the expense.
the employee should have the following fields description, product,price.more info refer to the blog odoo hr expenses management.
What is payslip in batches?
To configure payslips in batches go to pay roll->pay slips ->batches and here you can create batch payslips by clicking the create button. for more info refer to the blog odoo hr payroll.
How can you configure employee payslips?
to configure employee payslip go to configuration->payroll->payslips.from here you can create the payslips.on the dashboard, you can see all the payslips created. more info refer the blog odoo hr payroll.
What do you mean by employee payslip?
It will only be generated for those employees having valid contracts with your company. for more info, refer to the blog odoo hr payroll.
How to configure the salary structure?
in every company, they process a fixed salary structure for their company. to configure this go to payroll->configuration->structures>and create the structure. more info refer the blog odoo hr payroll
What do you mean by computation in salary rules?
computation is done on three types, they are listed below,fixed amount. percentage. python code.
How will you configure salary rules?
while configuring the salary rules we have to fill some fields that are a name, category, code, active, appear on a payslip, sequence, active field set to false. for more info, referto the blog odoo hr payroll.
How can I allocate time off to employees?
To configure the time off allocation go to Time off -> My time odoo -> Allocation request -> and create. You can see the allocation types listed from the dashboard. Click to create.
What do you mean by validation and validity period?
validation is the option to set the validation of leaves and validity period is the adding of validity yo types of time off.
How to configure leave types or time off types in odoo?
Configuring the leaves types go to the time off -> configuration -> time off-types.
How does the employee leave manage in odoo?
in odoo, we can set employees leaves on the leave management app. here two phases are involved one is employee leave request and the other one is hr manager to sanction that leave. for more info refer to the blog hr, unpaid leaves & payroll management in odoo 10.
What do you mean by refuse reason?
refuse reason indicates the reason for refusing the job. it is just a statement section.
How to create job openings in hr?
under recruitment, you can create a new job position, to configure this go-to recruitment ->configuration ->job positions. for more info refer to the blog odoo hr recruitment. here you can have an edit option to edit the job position.
What is the use of filters in the reporting section?
if you want to analyze a particular employee on a particular date you can add a custom filter on that employee and also add its time period, so you can get the information about that particular employee on that particular date.
How to create badges on an employee?
To create badges for employees go to the Employee -> Configuration -> Challenges -> Badges. From here you can create badges. And also you can select who can grant the badge. For more details please refer to How to use Gamification in HR process.
What you mean by periodicity in challenges?
it is a period of challenges.
How to create challenges in employee?
configure challenges go to employee ->configuration ->challenge and create a new challenge.
How will you create plans in an employee?
For this purpose odoo hr module provides an employee planning option, to configure go to Employee ->Configuration->Activity planning-> and create a plan. To create a new plan click on the create button. You can fill the fields like name, activity types, etc and save changes.
What is fiscal voluntarism?
it is the voluntarily increase with holding tax rat.
What is the Monthly Equivalent Cost under contract template?
Total monthly cost of the employee for the employer.
What is "contract update document template" under the contract template?
it is the default document template that has to sign to update his contract.
What is the "new contract document template" under the contract template?
To configure, employees ->configuration ->contracts ->template> and create a template.
What do you mean by contract template and how create it?
to create a new contract template, go to employees -> configuration -> contracts -> templates -> create.
How can you create an employee contract?
to create an employee contract or employee contract template, first you have to go to employees ->configuration ->contracts and create a template from here
How can you create a job position for an employee?
To configure job position go to Employees ->Configuration ->Job position and click on the create button and create a new job position. More info. refer to the blog Employee Documents in Odoo HR.
What are the system users in the hr module?
three types of users in the hr module. employee, officer, manager.
How will the gamification module help in odoo?
configuration difficulties, objectives and prizes with clear targets and destinations to drive commitment and prize your representatives' exhibition.
What you mean by the feature collaborate?
The collaborative feature is used for sharing files, join on the discussion and chat in real-time.
What you mean by the feature manage timesheets?
make week after week and month to month timesheets and pursue the time spent by your representatives on ventures, that are on your project.
What is the objective of the payroll module in odoo?
payroll module gives you the details of help in creating payslip for every worker through arranging their agreements first. under them, one can without much of a stretch indicate the fundamental compensation, working calendars, span, and other representative's finance-related information.
What do you mean by expense management?
Expense management module enables empowers the executives of costs jumped out at representatives.
What is employee directory?
this app is used to create and manage the employee directory of your organization.
What is the purpose of human resource management?
odoo hr module is the package of all your hr needs in your company.
Explain the target of leave management?
Leave the board application is utilized to permit the leave request for a representative and here the attendance, payroll are likewise incorporated..
What you mean by the feature manage leaves?
feature manage leaves in odoo is for managing employee sick leave, legal leaves and for public holiday leaves.
What is the intention of the recruitment module in odoo?
in this module you can enlistment stages, criteria, capabilities and so on can be arranged with this module. you can introduce online job applications to channelize enrollment by means of your site.