diff options
| author | RomainLibert <rli@odoo.com> | 2018-11-29 14:52:26 +0000 |
|---|---|---|
| committer | Yannick Tivisse <yti@odoo.com> | 2018-12-18 11:20:54 +0000 |
| commit | d5fd84b89a51ef41ca0aa13cf7acc94e684d40ce (patch) | |
| tree | 2753ec37157e97767212b2faca1b2c41b6d24f30 /addons/hr/data/hr_demo.xml | |
| parent | e230050562e1adc67a09590cf55690ac85a9f0da (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_demo.xml')
| -rw-r--r-- | addons/hr/data/hr_demo.xml | 2 |
1 files changed, 1 insertions, 1 deletions
diff --git a/addons/hr/data/hr_demo.xml b/addons/hr/data/hr_demo.xml index 6a57335ad97..fd6084e854a 100644 --- a/addons/hr/data/hr_demo.xml +++ b/addons/hr/data/hr_demo.xml @@ -208,7 +208,7 @@ If you have development competencies, we can propose you specific traineeships</ <field name="name">Gilles Gravie</field> <field name="user_id" ref="base.user_demo"/> <field name="department_id" ref="dep_rd"/> - <field name="parent_id" ref="employee_al"/> + <field name="parent_id" ref="employee_admin"/> <field name="job_id" ref="hr.job_developer"/> <field name="category_ids" eval="[(6, 0, [ref('employee_category_4')])]"/> <field name="work_location">Building 1, Second Floor</field> |