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authorRomainLibert <rli@odoo.com>2018-11-29 14:52:26 +0000
committerYannick Tivisse <yti@odoo.com>2018-12-18 11:20:54 +0000
commitd5fd84b89a51ef41ca0aa13cf7acc94e684d40ce (patch)
tree2753ec37157e97767212b2faca1b2c41b6d24f30 /addons/hr/data/hr_data.xml
parente230050562e1adc67a09590cf55690ac85a9f0da (diff)
[IMP] hr: add onboarding/offboarding activity plannings
Purpose ======= Give the possibility to elaborate plans through Odoo. For instance, in HR, you could create an onboarding plan when a employee is created. Someone manages laptop and other equipment, someone check hr stuff, ... This feature is generic but in a first time we will apply it only on the hr module. Ease HR process in a company by creating plans: a plan is an assembly of Next Activities that will be launched together whenever you need it. Example of plan for an employee onboarding: Activity: Prepare materials Responsible: Alain Deadline: At the contract signature Activity: Manage Cars Responsible: Cécile Deadline: at the contract signature (both signature) Activity: Plan Training Responsible: Caroline Deadline: After signature Activity: Training Responsible: Employee Deadline: 1 week after the employement date Specifications ============== On HR Configuration: Add a menu "Activity Plans" Activity plan object: - Name - Model (debug mode) (hr by default) - Activity Template o2m - Activity Type (only the one related to hr) - Deadline (come from Activity Type) - Responsible \/ 0 Coach 0 Manager 0 Other [Responsible_name] \/ (coach, manager or manually set if other) Add datas, 2 plans: Onboarding - Name: Onboarding - Plan lines: Activity: Setup IT Materials Responsible: [a user] (manager) Deadline: At the contract signature Activity: Plan Training Responsible: [manager] Deadline: After signature Activity: Training Responsible: [Employee] Deadline: 1 week after the employement date Offboarding - Name: Onboarding - Plan lines: Activity: Compute Out Delais Responsible: [a user] (manager) Deadline: today Activity: Take Back HR Materials Responsible: [manager] Deadline: today Activity: Manage Car Responsible: [manager] Deadline: today When to trigger it ? HR specific use case: 1/ On employee, from the employee chatter: when you create an employee, Odoobot will log a note with the following message: "Congratulations ! May i recommand you to setup an onboarding plan?", with a link create a plan from it. 2/ Add a button 'launch plan' to open a wizard to select the plan 3/ When archive an employee Open a wizard with: - Reason (selection) - Action plan (m2o not required) Error if employee not linked to a user. Task : 1912681 closes odoo/odoo#29151
Diffstat (limited to 'addons/hr/data/hr_data.xml')
-rw-r--r--addons/hr/data/hr_data.xml74
1 files changed, 74 insertions, 0 deletions
diff --git a/addons/hr/data/hr_data.xml b/addons/hr/data/hr_data.xml
index 53fac18b8c6..7436e422be6 100644
--- a/addons/hr/data/hr_data.xml
+++ b/addons/hr/data/hr_data.xml
@@ -18,6 +18,80 @@
<field name="image" eval="obj(ref('base.partner_admin')).image" model="res.partner"/>
</record>
+ <record id="activity_type_setup_it_materials" model="mail.activity.type">
+ <field name="name">Setup IT Materials</field>
+ <field name="res_model_id" ref="hr.model_hr_employee"/>
+ </record>
+
+ <record id="activity_type_setup_it_materials" model="mail.activity.type">
+ <field name="name">Setup IT Materials</field>
+ <field name="res_model_id" ref="hr.model_hr_employee"/>
+ </record>
+
+ <record id="activity_type_plan_training" model="mail.activity.type">
+ <field name="name">Plan Training</field>
+ <field name="res_model_id" ref="hr.model_hr_employee"/>
+ </record>
+
+ <record id="activity_type_training" model="mail.activity.type">
+ <field name="name">Training</field>
+ <field name="res_model_id" ref="hr.model_hr_employee"/>
+ <field name="delay_unit">weeks</field>
+ <field name="delay_count">1</field>
+ </record>
+
+ <record id="activity_type_compute_out_delais" model="mail.activity.type">
+ <field name="name">Compute Out Delais</field>
+ <field name="res_model_id" ref="hr.model_hr_employee"/>
+ </record>
+
+ <record id="activity_type_take_back_hr_materials" model="mail.activity.type">
+ <field name="name">Take Back HR Materials</field>
+ <field name="res_model_id" ref="hr.model_hr_employee"/>
+ </record>
+
+ <record id="onboarding_setup_it_materials" model="hr.plan.activity.type">
+ <field name="activity_type_id" ref="hr.activity_type_setup_it_materials"/>
+ <field name="responsible">manager</field>
+ </record>
+
+ <record id="onboarding_plan_training" model="hr.plan.activity.type">
+ <field name="activity_type_id" ref="hr.activity_type_plan_training"/>
+ <field name="responsible">manager</field>
+ </record>
+
+ <record id="onboarding_training" model="hr.plan.activity.type">
+ <field name="activity_type_id" ref="hr.activity_type_training"/>
+ <field name="responsible">employee</field>
+ </record>
+
+ <record id="offboarding_setup_compute_out_delais" model="hr.plan.activity.type">
+ <field name="activity_type_id" ref="hr.activity_type_compute_out_delais"/>
+ <field name="responsible">manager</field>
+ </record>
+
+ <record id="offboarding_take_back_hr_materials" model="hr.plan.activity.type">
+ <field name="activity_type_id" ref="hr.activity_type_take_back_hr_materials"/>
+ <field name="responsible">manager</field>
+ </record>
+
+ <record id="onboarding_plan" model='hr.plan'>
+ <field name="name">Onboarding</field>
+ <field name="plan_activity_type_ids" eval="[(6, 0, [
+ ref('hr.onboarding_setup_it_materials'),
+ ref('hr.onboarding_plan_training'),
+ ref('hr.onboarding_training'),
+ ])]"/>
+ </record>
+
+ <record id="offboarding_plan" model='hr.plan'>
+ <field name="name">Offboarding</field>
+ <field name="plan_activity_type_ids" eval="[(6, 0, [
+ ref('hr.offboarding_setup_compute_out_delais'),
+ ref('hr.offboarding_take_back_hr_materials'),
+ ])]"/>
+ </record>
+
<record id="mail_template_data_unknown_employee_email_address" model="mail.template">
<field name="name">HR: mailgateway unknown employee bounce</field>
<field name="model_id" ref="base.model_ir_module_module"/>