Odoo 14 Community Edition

Employee

Odoo Employee management module allows you to efficiently manage employee directory, employee details, contact details of the employee, and other operations related to the employee management. Using this module, you can record all the information related to your employees such as resumes, private details, work-related information, contact details, and many more. Let us discuss the module in more detail.

The home dashboard of the Odoo Employee module is depicted below. In this Employees window, you can view all the employees defined in the platform along with their name, department, email id, and contact number. Like any other windows in the platform, the Employee window also provides you all the default and customizable options such as Filters, Group By, Favourite Search, and many more aspects. The window can be viewed in list view also. Moreover, the Activity view of the window allows you to schedule activities.

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In the left portion of the window, you have various options and these options will allow you to view the employee window Department-wise and Company-wise if the platform is operating with multiple companies. The Create menu available in the window will direct you to the employee creation window.

In this employee creation window, you can describe the employee’s name along with the Job position. The Tags can be allocated from the list being defined in the platform. In addition, you can attach an image of the employee in the allotted space. Then you can allocate the official contact details of the employee such as Work Mobile, Work Phone, Work Email. The company name is auto-allocated. Apart from these options, you can also specify the department, Manager, and Coach associated with the employee. The image of the employee creation window is depicted below.

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Under the Resume tab of the employee creation window, you can add resume details and skills. Before creating a resume entry, you have to create Resume Line Types. This can be done from the configuration tab of the employee module. So we can go to Employee -> Configuration -> Resume -> Types -> Create. Now you can view a Resume Line Type window as pictured below.

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Here in this window you can add a resume line type and save it. Back in the Employee creation window, now you are able to add resume entries by selecting the CREATE NEW ENTRY button available. On selecting this button, you will be depicted with a pop-up window as shown below where you can provide Name, Type, Display Type along with the Date Start and Date End. The description can be provided in the description box available.

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Likewise, we can also add the Skills in the employee creation window. Before adding skills we need to create skill types. The skill types can be created from Employee -> Configuration -> Skills. Now you will enter the skill types window where you can view all the existing skill types. The image of the window is shown below.

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Using this window, you can create new skill types by selecting the Create icon available on the top left corner. On selecting the create icon, you will be taken to a new skill type creation window as depicted below.

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Here in the window, you can provide the name of the skill type and on selecting the Add a line option, you can add skills and also be able to specify the level of each skill. This can be done by clicking on the Add a line option available under the Levels menu. The pop-up window is depicted below.

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After completing these steps, you can add skills under the Resume tab of the Employee creation window. For this, you can click on the CREATE NEW ENTRY button available under the skills menu as shown in the below image.

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If you select this button, it will take you to another pop-up window as showcased below. Here you can mention the Skill Type, Skill along with the Skill Level and Progress. Then you can save the details. In addition, you also have the provision for creating multiple skills using the Save & New button available. Now we are clear on how to add skills and resume to the employee creation form. In the Odoo platform, the resume and the skills of the employee are managed using the skill management module.

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Now back in the Employee creation form, let us discuss the Work Information tab of the employee creation window. Here you can allocate the Work Address, Work Location, Time off, Expense, Working hours, Time zone.

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In the Private Information tab of the employee creation window, you can provide the Private Contact details of the employee along with the Marital Status, Emergency Contact Numbers, Educational qualifications, Citizenship related information, and many more aspects.

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Under the HR Settings tab of the employee creation window, you can fill in the fields such as Related User, Job Position, Mobility Card along with the Pin code and Badge ID. After providing all the information, you can save the details by selecting the Save icon available. After successfully creating the employee, you can create the contract by selecting the smart button Contracts available on the top right side of the employee creation window. This action will lead you to the contracts window where you can view all the contracts described for the employee. In the window, you can view a create icon. On selecting this icon you will be depicted with a Contract creation window like the below image.

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Now in the creation window you can enter the following data such as Contract Reference, Employee name, Department, Job position, Company, Salary Structure Type along with the Start date, End date, Working Schedule, and HR Responsible which is the person responsible for validating the employee‘s contracts.

The contract details can be allocated under the Contract Details tab. Under the Salary Information tab, you can include the information related to the monthly and yearly advantages in cash.

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We have discussed all the aspects regarding the Employee creation window and the Contracts creation window. Now let us move on to the Job position window available on the platform.

Job Positions

The Job positions window in the platform can be accessed from the configuration tab of the Odoo Employee module. The image of the window is displayed below where you can view the various job positions described in the platform along with the Department, Website associated with this operation, the Current number of employees, Expected new employees, Total forecasted employees, Hired employees, company-related and the Status are described.

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On selecting the Create icon available, you can create new Job Positions. The image of the Job positions creation window is depicted below. In the Job positions creation window, you can enter the job position along with the job description. Under the Recruitment tab, you can allocate the Company, Website, Department, Job location, Expected new employees, and Recruiter. If you are provided all the required data, you can save the details by selecting the Save icon available.

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As we clear on the configuration of Job positions in the Odoo employees module and now let us discuss the configuration of Employees tags in the platform.

Employee Tags

The Employee Tags window available in the platform can be accessed from the configuration tab of the Odoo Employees module. Let us have a look at this window.

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In this window, you can view all the Employee Tags which were defined earlier. The Create icon available on the top left corner of the window will allow you to create new Employee tags in the same window.

Now let us discuss how to configure the Departments in the platform.

Departments

The Department menu available in the employee module can be accessed from the configuration tab of the module. The image of the window is showcased below.

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In this department window, you can view all the department names that are defined in the platform along with the company information. The Create icon available in the window allows you to create new departments. The image of the department creation window is depicted below.

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In this department creation form, you can provide the Department Name along with the Parent Department, and the Manager of the department. The company associated with this department is auto-allocated.

As we are clear on how to configure departments in the Odoo employee module and now let us discuss the gamification details available in the module. In the Employee module, you have the provision to create badges and challenges. Let us discuss the Challenges option first.

Challenges

It is necessary to keep your employee motivated for their better outcome. The Employee module available in the Odoo platform provides you provision to set challenges in order to make your employee more attentive and productive. The Challenges menu available in the platform can be accessed from the configuration tab of the module. The image of the window is shown below.

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This is the image of the challenges window where you can view all the challenges created in the platform. The create menu available in the window will allow you to set challenges with the intention to challenge employees to gain specific targets. The image of the Challenges creation window is displayed below.

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In the Challenges creation window, you can provide a name to the challenge. Then you can view an option named Assign Challenge To. Furthermore, in this field, you can define an alternative list of users for the challenge that is created. It is also possible to add filters for selecting users to assign the challenges. This can be done by selecting the Add Filters option available. On the right side, you can view the corresponding number of records matched to the filter as shown in the below screenshot.

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On selecting the records, you can view the matched records. In addition, you can select properties for creating certain rules from the list defined. Also, you can provide code for filters in the Code editor space. After that, you can allocate the list of users participating in the challenge. Moreover, you can specify the Periodicity from the list being described. If no one is selected, it should be launched manually. The Display mode can be set either with Individual goals or Leader board(group ranking). The user responsible for the challenge can be allocated along with the challenge’s starting date and ending date.

The Odoo platform allows you to set multiple goals for the created challenge. The goals can be assigned under the Goals tab available. This can be done by selecting the Add a line option available. Also, you can provide a description of the challenge including what it does, what it targets, why it matters, and many more in the description box. The reward for achieving the goal can be described under the Reward tab of the Challenges creation window.

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Under the Advanced Options tab, you can suggest to users. Also can set notification messages along with the report frequency. In addition, the reminders for manual goals and categories can be allocated.

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After providing all the required data, you can save the details by selecting the Save button available. Now we have created the challenge. The next step is to select the ‘Start challenge’ button available on the top left corner of the window. Upon selecting this button, a new smart button named Related Goals will appear on the right corner of the window as depicted below.

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By selecting this smart button, you will be taken to a new window where you can view the goals and their progressions.

Now let us have a look at the Goals history window. This window can be accessed from the configuration tab of the Odoo Employee module.

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Here in this window you can view all the Goals, Assigned persons, Start date, End date, Current value, To reach (target goal), and Completeness. Moreover, you can view the details of the goal by entering on the corresponding line.

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Now let us discuss how to configure Badges in the Employee management module. Badges are the best tool to honor your employee on the basis of their performance. For accessing the Badges window, you can go to Employee -> Configuration -> Challenges -> Badges. The image of the Badges window is depicted below.

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In this window, you can view all the badges described in the platform along with the Grant option. On selecting the respective badge, you can view all the details about the badge and you have the provision to make desirable changes by selecting the Edit button available. If you select the Grant button, you will be displayed with a pop-up window where you can assign the person whom you like to reward. The image of the pop-up window is shown below.

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The Create icon available in the window will definitely allow you to create new badges. The badge creation window is displayed below. In this Badge creation window, initially, you can provide the name of the Badge along with the Badge Description. In addition, you can paste an image for the badge. Then you can set how you can grant the badge. If you are selecting everyone, everyone can grant the badge. When A selected list of users’ is selected, users allocated inside the authorized field can only grant the badge. ‘People having some badges’ can be allocated who already have the badges. In the case of ‘No one, assigned through challenges, badges can be only allocated through challenges.

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Moreover, you can check the box near the option ‘ Monthly Limited Sending’ to set a monthly limit per person for sending this badge. The monthly limit can be assigned in the ‘Limitation Number’ field. The case of ‘ My Monthly Sending Total’ depicts the number of times the current user has to send this badge in this month.

Now you can add the reward for challenges by clicking on the Add button. On selecting the Add button, you will be depicted with a new window of Reward of Challenges. In this window, you can view all the rewards for challenges described in the platform, and also you are able to create a new one. Using this window, you can add challenges where the badge will be added as a reward for completing the selected challenge. Now you can allocate the Forum badge level. Finally, under the statistics menu, you can view the total number of times this badge has been received, Monthly total, number of users, My total, and My monthly total.

A good Employee Management system like Odoo will promise you better employee management, profitability, better outcomes from employees, and efficiency. This module will provide an insight into keeping digitally all the documents related to your employee. The module also helps you with employee evaluation and better management.

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