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Table of Contents
ToggleOdoo Human Resources is a comprehensive module within the Odoo ERP suite, designed to streamline and optimize various aspects of HR management. This module provides businesses with a unified platform to manage employee information, recruitment processes, time-off requests, performance appraisals, employee referrals, and even fleet management. With its user-friendly interface and robust features, Odoo Human Resources serves as a centralized hub for HR activities, enabling organizations to enhance efficiency, ensure compliance, and foster a positive employee experience.
Key Components of Odoo Human Resources:
- Employees:
The Employees component serves as the foundation of Odoo Human Resources, providing a centralized repository for storing and managing employee information. From basic details such as contact information and job title to more comprehensive data like work contracts and performance history, this component offers a holistic view of each employee within the organization.
- Recruitment:
Odoo Human Resources streamlines the recruitment process with its Recruitment module. This feature allows businesses to create job listings, manage applications, and track the entire hiring pipeline. With features like applicant tracking, interview scheduling, and communication tools, Odoo Recruitment facilitates efficient and organized talent acquisition.
- Time Off:
The Time Off component simplifies leave management for both employees and HR personnel. Employees can submit time-off requests through the system, and managers can easily review and approve these requests. The module also tracks accrued leave balances, making it a valuable tool for managing vacation days, sick leave, and other types of time-off.
- Appraisals:
Odoo Human Resources includes a performance appraisal module that allows organizations to conduct regular performance reviews and assessments. This feature enables managers to set goals, provide feedback, and assess employee performance systematically. The appraisal module supports the creation of personalized development plans, contributing to employee growth and organizational success.
- Referrals:
The Referrals component encourages employee engagement and talent acquisition by facilitating employee referrals. Employees can refer potential candidates for open positions, and the system tracks and manages the referral process. This feature leverages the power of internal networks, promoting a collaborative and involved workforce in the recruitment process.
- Fleet:
Odoo Human Resources extends its functionality to include Fleet management. This component helps organizations manage company vehicles, track maintenance schedules, and monitor fuel consumption. By integrating fleet management with HR, businesses can ensure compliance, enhance cost control, and optimize the use of company vehicles.
Conclusion:
In conclusion, Odoo Human Resources is a versatile and integrated solution that addresses various aspects of HR management. From managing employee information to streamlining recruitment, time-off requests, performance appraisals, employee referrals, and even fleet management, this module offers a comprehensive platform for organizations to efficiently handle their human resources processes. Odoo Human Resources not only centralizes HR-related activities but also provides tools for strategic workforce management, fostering a positive and productive workplace environment. The user-friendly interface and seamless integration with other Odoo modules make it a valuable asset for businesses seeking to optimize their HR operations and enhance overall organizational efficiency.
Odoo Employees
Odoo Employees is a comprehensive module within the Odoo ERP suite that centralizes and automates various aspects of human resource management. This module serves as a robust foundation for businesses to efficiently handle employee-related tasks, from onboarding to performance management. With a user-friendly interface and a range of features, Odoo Employees provides organizations with the tools needed to effectively manage their workforce.
Features
- User Profiles and Options
- Resume
Add every employee’s resume to their personal profile. You can then use the search and filter options on the dashboard to find employee’s based on their work experience, education and certifications.
- Skills
Enrich each employee’s profile with measurable skills. Skill types can be customized and updated to track employee development over time.
- Onboarding/offboarding plans
Create and implement onboarding and offboarding plans whenever an employee joins or leaves the organization. Each plan triggers a preset series of activities, across different applications, to ensure a smooth transition.
- Request Appraisals
Allow both employees and managers to request a performance review through the Appraisals app directly from an employee record at any time, even if it does not coincide with the company schedule.
- Request Time Off
Allow employees to request time off directly from their employee profile or record, without opening the Time Off application.
- Signature Request
Send a message to an employee requesting they review and sign a document from their employee record.
- Work Information
- Approvers
Appoint the personnel accountable for the approval of timesheets, expenses, and leave on an employee’s behalf, as documented in their personnel file.
- Homeworking
Define a default workplace for each day of the week, no matter if an employee is at the office, at home, or working from somewhere else. This program, once set up, is repeated once a week.
- Schedules
For each employee, the working hours and timetables, as well as their respective time zones, should be specified.
- Planning Roles
The Planning application should be used to assign roles to employees who are qualified to perform shifts for those roles.
- Organization Charts.
Each employee profile has an organizational chart that is simple to examine, where departments and teams can be arranged. Display an employee’s position within the company’s hierarchy together with that of their boss and subordinates.
- Smart Buttons
- Time Off.
View the employee’s remaining vacation days and click the “smart” button to access the Time Off program.
- Planning
To examine the forthcoming work schedule and navigate to the Planning application, click the Planning button. Alternating shifts with other staff members is another option (assuming you have the required access credentials).
- Timesheets
Clicking on the Timesheets button opens a list view of the timesheet entries from the previous week and gives you the option to enter new ones.
- Cars
The Cars button will list any company cars that have been assigned to an employee. By clicking on it, you may read more information and make modifications on the Fleet app.
- Equipment Count
If an employee has been assigned any tools, machinery, hardware, etc., it is noted via the Equipment Count button. This button establishes a connection to the Maintenance application, which monitors expenses, vendor data, and utilization.
- Contracts
The most recent contract formation date for each employee is listed under the Contracts button. The button’s text will be green if the contract is in effect. It will be red if it has expired.
- Documents
Any documents (such as an offer letter, NDA, employee handbook, etc.) that an employee signs using the Sign application will be listed on the Documents button.
- Courses
Employee-assigned eLearning courses are capable of being monitored through the Courses clever button. The button will change to show the progress of an employee as they finish the courses that have been assigned to them.
- Organization
- Access Rights
To protect sensitive data, set up varying access levels for team leads, managers, and staff members.
- Employee Editing
The employees should be allowed to edit their data. (Or stop them from making that move).
- Departments
Establish departments and assign workers according to their roles. For additional organization, departments might be reassigned to a “parent” department.
- Contracts
Keep track of and store employee contracts. Make templates for contracts that can be utilized in applications for payroll and hiring.
Odoo Employees is a versatile and feature-rich module that addresses the diverse needs of human resource management. From onboarding and employee directory to leave management, performance appraisals, and fleet management, this module provides organizations with the tools to efficiently manage their workforce throughout the employee lifecycle. By centralizing employee data and automating HR processes, Odoo Employees contribute to improved efficiency, compliance, and overall organizational success.
Odoo Recruitment
Odoo Recruitment is a robust and integrated module within the Odoo ERP suite, designed to streamline and enhance the entire recruitment process. This module provides businesses with a comprehensive set of tools to attract, evaluate, and onboard talent effectively. With a user-friendly interface and a range of features, Odoo Recruitment facilitates efficient and collaborative hiring practices.
Benefits of Odoo Recruitment:
- Time Efficiency:
Odoo Recruitment significantly reduces the time spent on manual and administrative tasks, allowing recruiters to focus on strategic aspects of the hiring process.
- Collaboration and Transparency:
The collaborative features of Odoo Recruitment enhance communication and transparency among team members involved in the hiring process, fostering better decision-making.
- Improved Candidate Experience:
The career page integration and streamlined application process contribute to a positive candidate experience, helping organizations attract top talent.
- Data-Driven Decision-Making:
Recruitment analytics provide valuable insights into the effectiveness of recruitment strategies, enabling organizations to make data-driven decisions and optimize their hiring processes.
- Compliance and Documentation:
Odoo Recruitment supports compliance by providing a centralized platform for documentation and record-keeping related to the hiring process. This is crucial for audits and regulatory requirements.
- Cost Savings:
By automating various recruitment tasks and reducing time-to-fill, Odoo Recruitment contributes to cost savings associated with the hiring process.
Features
- Organize
- Job Positions
Easily view the number of openings, candidates, and activities for each job by creating and organizing all of the roles.
- Adaptable
Design unique job roles, hiring procedures, and employment types to meet the requirements and workflows of your company.
- Post job vacancies
Your website allows you to post or remove job vacancies with only the click of a button.
- Jobs websites
Connect job postings to other job sites and observe which channels are supplying the most relevant reporting to candidates.
- Management of the recruitment process
Organize a pipeline of applicants by planning out the steps for every position, including meetings, calls, interviews, and more.
- Visibility
You can track the number of candidates in each step, which ones are on track, and which ones need to schedule activities by following the application process in the Kanban view.
- Integrated Activities.
Send emails straight from the application card, arrange meetings, and get in touch with applicants.
- Backend
Easily handle everything from auto-responding emails to application emails directly from the app.
- Calendar integration
Organize interviews, invite people to meetings, and sync your Odoo calendar with your Google or Outlook calendar all from within the program.
- Document organization.
Create a well-organized, easily accessible repository for all of your candidates’ resumes and employee contracts.
- Recruit
- Quickly filter candidates.
To furnish the recruitment team with valuable insights, develop an assessment or questionnaire that candidates are required to complete.
- Candidates set up meetings themselves.
Candidates can self-schedule their interviews and phone conversations via the website. The candidate can learn what times are available by checking the recruiter’s availability.
- Send online offers.
Provide offers to prospects, allowing them to accept them online after reviewing them and adding their details.
- Salary configurator
Allow your staff to customize their own benefits package, including meal vouchers, vacation time, and gross pay.
- Hire
- Employee integration
Turn a candidate in the recruitment process into an employee in the system in one click. Read more
- Onboarding with ease
Once an employee is hired, launch an onboarding plan to get them up and running.
- Feedback
Create surveys for new employees to better understand the hiring process from their perspective, and improve upon it.
- Review
See how well the team is performing, where candidates are coming from, and if candidates are moving through the pipeline on time with relevant reports.
Odoo Recruitment is a powerful solution that transforms the recruitment process into a more efficient, collaborative, and data-driven operation. From job postings and application management to interview scheduling and offer generation, this module addresses the diverse needs of modern recruitment, providing organizations with the tools to attract, assess, and onboard top talent effectively. With its integration capabilities and focus on user experience, Odoo Recruitment contributes to overall HR efficiency and organizational success.
Odoo TimeOff
Odoo Time Off is a comprehensive module within the Odoo ERP suite that streamlines and automates the management of employee leave and time-off requests. This module provides businesses with an efficient and transparent solution to track, manage, and monitor employee absences, contributing to effective workforce management. With its user-friendly interface and a range of features, Odoo Time Off facilitates seamless communication between employees, managers, and HR personnel.
Benefits of Odoo Time Off:
- Effective Management of Leaves:
The complete leave management process—from request submission to approval and tracking—is streamlined by Odoo Time Off. This effectiveness streamlines operations overall and decreases manual administrative responsibilities.
- Openness and Visibility:
Transparency regarding leave balances, utilization, and forthcoming leave schedules is offered by the module. Better planning is made possible by this visibility, which also guarantees that companies are always aware of the availability of their employees.
- Precise Payroll Management:
Payroll computations using integration with the Odoo Payroll module guarantee that leave data is appropriately reflected. This precision helps ensure that payroll is processed smoothly and that labor regulations are followed.
- Empowerment of Employees:
Features for employee self-service enable people to effectively manage their vacation time. Employees can take control of their schedules by submitting requests online and viewing their leave balances.
- Customisation for Diverse Policies:
Organizations can customize leave policies using Odoo Time Off to suit their unique requirements thanks to its versatility. Different kinds of leave, accrual rules, and approval workflows are supported by this customization.
- Planning a Strategic Workforce:
Strategic workforce planning is facilitated by reporting and analytics technologies, which offer insights into leave trends and patterns. By using this data, organizations may plan for possible resource shortages and maximize workforce numbers.
- Compliance and the Audit Trail:
The module helps to ensure adherence to legal obligations as well as corporate policies. Transparency and accountability are guaranteed by the audit trail of approved leave requests.
- Reduced Leave Conflicts:
Odoo Time Off helps minimize conflicts and guarantees that businesses have enough people on hand during crucial times by integrating public holidays and offering a consolidated picture of employee leave schedules.
- Improved Cooperation:
Managers, HR staff, and employees may effectively communicate thanks to Odoo Time Off’s collaborative features, which include email notifications and approval workflows. A staff that is more responsive and cohesive benefits from this teamwork.
Features
- Time Off Types
- Create and manage several forms of leave.
You can select from a variety of parameters within each type of leave
- Approval
Determine what kind of approval is required for this kind of request, if any approval is required at all. If necessary, requests may need to be approved at two different levels.
- Days or Hours
You have the option of taking time off in the form of days, half days, or hours.
- Supporting Documents
Permit staff members to attach supporting documentation to their time off requests, such as a doctor’s note for sick time.
- Display Options
Select an icon and hue that will be utilized to differentiate this form of time off across the entire Time Off application.
- Allocate
Find out if employees can request extra time off and if this kind of time off needs to be allocated.
- Taking Time Off
- Overview
The Overview menu allows you to view the Time Off for the rest of the company. In addition to searching by your team or department, you can see who has had their time off approved, who is waiting for approval, and who is off today.
- Dashboard
See an overview of your entire year as soon as you open the Time Off app. From the days you have already taken to the time you are waiting to have approved, you will know exactly where you stand.
- Days Remaining Ribbon
Check out the top of the page to know the exact amount of time you have remaining available. The Days Remaining Ribbon is organized by time off type and lists out the amount of time left allocated to you, and the expiration date (if applicable). Click on the question mark icon to see the breakdown of time, between the days Allocated, Approved, Planned, and Left.
- My Time Off
See an overview of all of the time off you have requested by clicking on My Time Off. This is where you can see all of the details of each request, and track the status to see if they have been approved.
- Allocation Requests
Employees can request additional allocations, either under the My Allocations menu, or on their employee profile.
- My Allocations
Your allocations are broken down by time off type, and listed out under My Allocations.
- Managing Time Off
Public Holidays
Configure holidays for the entire workplace. These will appear on each employee’s dashboard.
Accrual Plans
Configure and allocate Accrual Plans depending on employees’ time with the organization.
Stress Days
Set aside some days as Stress Days, during which time workers won’t be allowed to plan or request time off.
Odoo Time Off is a valuable tool for organizations seeking to optimize their leave management processes. By offering a range of features, including leave requests, accruals, approval workflows, and integration with other Odoo modules, this module provides a comprehensive solution for effective workforce management. With its user-friendly interface and focus on transparency, Odoo Time Off contributes to a more efficient, organized, and empowered workforce.
Odoo Appraisals
Odoo Appraisals is a powerful module within the Odoo ERP suite that facilitates the performance appraisal process, allowing organizations to assess and enhance employee performance systematically. This module provides a structured framework for setting goals, conducting evaluations, and fostering continuous improvement, contributing to a more motivated and engaged workforce.
Benefits of Odoo Appraisals:
Objective Performance Evaluation:
A methodical and objective framework for evaluating performance is offered by Odoo Appraisals. Goal-setting, self-evaluation, and managerial assessments are all included in this module to guarantee a thorough and impartial appraisal of employee contributions.
Employee Engagement:
The assessment process facilitates goal alignment, communication, and feedback, all of which increase employee engagement. When their efforts are recognised, employees feel appreciated, and the module facilitates positive communication between staff members and management.
Career Advancement:
Making personal development goals for each person promotes lifelong learning and career advancement. Workers are given an opportunity to grow their skills, resources, and advice on areas where they can improve.
360-degree Evaluation:
Integrating 360-degree input improves performance evaluations’ precision and comprehensiveness. A more comprehensive picture of a worker’s strengths and potential growth areas is enhanced by the inclusion of multiple viewpoints.
Openness and Responsibility:
Through the documentation of performance evaluations, comments, and development goals, Odoo Appraisals fosters transparency. This openness encourages managers and staff to take responsibility for their actions, which cultivates an environment of openness and ongoing development.
Features
- Design your own survey
- Use templates or create them your way
Create your own surveys to gather important information and/or opinions from your employees. Quickly add questions, edit pages and draft a useful survey, using great built-in templates or making your own design from scratch. Proof your surveys before publishing them: get them reviewed by managers, supervisors or other employees and let them add comments before finalizing the surveys. You can even create several surveys for each evaluation step to send them to different people.
- Build the right appraisal
- Ask the right questions and collect insightful information
Create the right survey to collect your employees’ answers. Prepare your own templates or choose from existing ones. Manage several types of evaluations: bottom-up, top-down, self-evaluations, and final evaluation by the manager. Let employees create evaluations themselves to send them to subordinates, juniors, as well as to their managers.
- Automate the evaluation process
- Make sure evaluations stick to the schedule
Create evaluation plans with a clear schedule to automatically generate interview requests. Specify the employee, department or level in the hierarchy which can answer your surveys and allow managers to review the content and finalize the evaluation.
- Feedback
- Custom Templates
Create a default set of questions for employees and managers to use as a starting point for their appraisals.
- Templates by Department
Customize templates for different departments to include questions specific to roles and responsibilities.
- Two way feedback
Structure appraisals so that employees can provide feedback for managers while receiving feedback themselves.
- Integrated Meetings
Schedule meetings to review feedback and performance directly from the appraisal form thanks to an integration with the Calendar application.
- 360 Feedback
Enable 360 Feedback to request comments from subordinates and colleagues in addition to managers. Custom 360 Feedback surveys can be created and assigned to different departments.
- Skills
Skills can be added during the appraisal process, and existing skills can be updated. This offers employees the opportunity to demonstrate their growth, and update their manager on any training or development since their last appraisal.
Follow up
Setting Goals
Set targets, give employees goals, monitor their progress over time, and establish deadlines. To periodically check up on progress, smart buttons connect goals to evaluations.
Skill Assessment
Produce the Skills Evaluation report to track the advancement, regression, or stability of an employee’s skills over time. Employees who are developing more quickly than the rest of the team in a certain talent should be isolated.
Activities
After an appraisal, plan activities (meetings, emails, phone calls) to follow up on actionable feedback or insights.
Private Notes
On an employee appraisal, make notes that are only visible to those with manager-level access.
Organizations looking to streamline performance management should use Odoo Appraisals. Goal formulation, self-assessment, 360-degree feedback, and growth plans make this module a complete employee appraisal. Objectivity, employee engagement, and proactive workforce planning foster a healthy, growth-oriented culture. Odoo Appraisals helps companies motivate and enhance performance with its user-friendly design and integration possibilities.
Odoo Referrals
Odoo ERP’s Odoo Referrals feature allows employees to recommend job openings. This module gets employees to recommend qualified prospects using the internal network to find hires. With a simple interface and connection with the Odoo HR ecosystem, Odoo Referrals streamlines recruitment and promotes teamwork.
Features
- Gamify
- Avatars
Avatars can be uploaded or selected for employees and hired referrals.
- Customized rewards
The ideal way to encourage employee referrals is to offer customized rewards for which employees can redeem points.
- Earn points
Employees get points when they refer more applicants, moving them down the pipeline.
- Levels
As you gain more Referrals, you’ll notice a change and increased strength for your avatar.
- Visible Metrics
On the main dashboard, you can view your stats. Examine the total number of referrals, the number of candidates that are still in the hiring process, and the number of hires.
- Scoreboard
You can view your level, the total number of points you’ve earned, and the number of points you can spend right at the top of the main dashboard.
- Track points earned.
By clicking the Referrals, Ongoing, or Successful buttons, you can see how many points were earned for each step of the recommendation process.
- Form a group
Select the avatar that will show up on the referrals dashboard when a referral is hired.
- Refer
- Send jobs quickly.
Use the main dashboard’s ‘Email a friend’ button to send a list of jobs with your referral link.
- View all jobs.
View a summary of all open positions as well as the total number of positions that need to be filled.
- Integration of social media
Shareable URLs for Facebook, Twitter, and LinkedIn are conveniently included on every job card.
- Custom mail
Directly send your referral an email containing a job offer and a tracking link.
- Customization
- Customized dashboard.
The background image doesn’t appeal to you? Upload your own to make it your own! At any moment, you can restore the original image.
- Set rewards
Add custom rewards and define their point values, as well as descriptions and photos.
- Levels
Change or create levels, and customize the names and avatars for each one.
- Friends
Select a friend option’s name and avatar from the list that shows up on the dashboard when referrals are hired.
- Alerts
Set an alert’s duration, add alert text, and, if relevant, include a clickable link or unique URL before sending it to your workers. The dashboard alert text is at the top.
- Onboarding
Modify or expand the welcome message that shows when you launch the Referrals app for the first time.
Odoo Fleet
Odoo Fleet, a complete ERP module, efficiently manages an organization’s vehicle fleet. This module covers fleet management, including vehicle tracking, maintenance scheduling, fuel use, and expense management. Odoo Fleet lets organizations track and optimize fleet operations with a simple interface. It consolidates data, ensures maintenance compliance, and improves fleet performance. Odoo Fleet streamlines operations and provides real-time data to save costs, enhance operational efficiency, and optimize fleet management decisions.
Features
- Fleet management made easy
You won’t need any specialized tracking system for company vehicles – with Odoo’s smart app, you can keep a close eye on your fleet in a few simple clicks. Manage everything through our user-friendly administrative system – fuel log entries, costs and many other features necessary for the management of your company’s vehicles.
- Manage all contracts and leasing.
Monitor your vehicle contracts and receive an email when they expire. To help you remember to renew or terminate your contract, several visual tools are used. Contact qualified service providers and organize vehicle-related services; maintain invoices and notes. To efficiently manage your fleet, establish a company car and insurance policy.
- Monitor all costs simultaneously.
Track your company’s fleet vehicle spending. Lease and service contracts automatically add recurring charges to your accounting at the start of each term. Fuel and repair charges are immediately added to your report.
- Analysis and Reporting
Show all car or service costs. The reporting feature lets you compare costs (which vehicles cost the most, which services were performed on which vehicles, etc.). For better fleet investments, learn each vehicle’s effective return.
Odoo Fleet is a powerful module that streamlines vehicle management, enhances operational efficiency, and facilitates data-driven decision-making. With its user-friendly interface and comprehensive features, Odoo Fleet contributes to cost savings and improved oversight of an organization’s vehicle fleet.
[/fusion_text][fusion_accordion type=”” boxed_mode=”” border_size=”1″ border_color=”” background_color=”” hover_color=”” divider_line=”” title_font_size=”” icon_size=”” icon_color=”” icon_boxed_mode=”” icon_box_color=”” icon_alignment=”” toggle_hover_accent_color=”” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” class=”” id=””][fusion_toggle title=”What is Odoo Human Resources (HR) module?” open=”no”]
Odoo HR module is a comprehensive solution for managing human resource functions, including employee data, recruitment, attendance, leave, and performance.
[/fusion_toggle][fusion_toggle title=”How does Odoo HR simplify recruitment processes?” open=”no”]
Odoo HR streamlines recruitment with features like job posting, applicant tracking, and interview scheduling, making the hiring process more efficient.
[/fusion_toggle][fusion_toggle title=”Can Odoo HR manage employee attendance?” open=”no”]
Yes, Odoo HR includes an attendance tracking system, allowing businesses to monitor employee attendance, manage timesheets, and generate reports.
[/fusion_toggle][fusion_toggle title=”What is the role of Odoo HR in leave management?” open=”no”]
Odoo HR facilitates leave management by providing a centralized platform for employees to request, track, and manage their leave, while HR managers can efficiently approve or reject requests.
[/fusion_toggle][fusion_toggle title=”How does Odoo HR support employee performance management?” open=”no”]
Odoo HR aids in performance management through goal setting, performance reviews, and feedback mechanisms, fostering continuous employee development.
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