Odoo 11 human resource management

hr software solution

Xiuming Yan

Odoo HR solution has the concept of build as you go to give you the maximum flexibility to manage your company. You can install any of following modules based on your company needs. 

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These 9 modules can cope with almost every scenario for your employee management: Recruitment, Employees, Leaves, Appraisal, Surveys, Expenses, Attendances, Timesheets, Payroll. They are seamless connected so that you can easily initiate your desired actions without having to jump to specific modules, every feature is perfectly integrated. 

recruitment

Essential features starts with recruitment, here in Odoo, you can set up departments, different stages for your interview process, job positions, tags and degrees to manage candidates, reports of application, central place to manage all resumes and letters and so on.

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You can use different measures to perform recruitment Analysis.

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Within each job position, you can assign the detailed interview form you want to collect necessary information from candidates, assign recruitment responsible person, intended hiring numbers for this position. Set up trackers (email or urls) to let you know which channel your applicants come from. With the job portal in Odoo, you can click the Unpublished on Website button to view how your job post looks in your company website.

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If everything looks great to you, just click the button to publish, what you see is what you get.

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You can go to the specific position to check the applications on each stage. You can switch to calendar view, list view etc. to better analyse and e.g. start creating a new application.

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Of course besides creating applications manually in backend, you can modify the applications which directly come from website submitting. Here you can give stars to the applicants, document next Action to remind you on which date to follow up, input expected salary & proposed salary, applicants availability, set up meetings, start interview, or go further stage into contract proposal. Odoo is super flexible and provide smooth flow to let you work on your recruitment.

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employees

After you successfully hired the people, now it is time to dive into Odoo Employees module.
Employee information management. You can choose to publish employee public information into your website to let the visitors know better about your team and spirit. Add tags to help you remember the role and character of each employee. As employees are the central point, here in the screen, you could already get a preview of managing appraisal, contracts, timesheets, leaves, payroll.

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You can assign challenges for your team, e.g. monthly sales targets

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You can create and grant badges for the employee, and a following reward mechanism.
The received badges will then appear in employee info form, which can be assist of Appraisal.

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Next you can manage the contracts for employees. Very nice part about Odoo, it always considered all scenarios for you. For example, the work permit part, it is needed for company who hires international employees.

You can easily switch to different status e.g. like renew or expired just by clicking the contract status bar at top right of the screen.

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leaves

To manage the leaves of all employee, visit module Leaves. 

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You can view reports of employee leave details, by date, by department. Configure leave type for your company, set up if you allow to override limit or need double validation .

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As a HR manager or department lead, you check each employee (in your department) to review the request and approve the leaves.

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Appraisal

Now it is time to talk about appraisal, Odoo made it very simple and direct for you. Just create appraisal and you will see in your work pipeline what to do next. If the appraisal form is sent to candidate, if they answers you back etc.

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As you might have noticed, sending appraisal the Survey module can be very helpful. You design the form in Survey module based on what specific answers you want to get from the employees and their managers. Using the survey form as template, you can mass send to the employees in different department.

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surveys

Surveys can be used in many modules, e.g. for collecting user feedbacks to improve your services or product, gathering basic employee information for your recruitment, sending appraisal form to get answers to your designed questions and so on.

Inside survey, you can define different stages to help you organize your work. 

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Add one survey into Draft stage as an example. You can define title for the survey, create pages with questions you have, under each question you can choose type, set error message, set mandatory or optional answer allowed.

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Click DESIGN SURVEY you will be taken into website, there you can use Odoo Website Builder to design your surveys to simultaneously check & test how it looks. You can easily go to the backend view by clicking button Back to Survey. 

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You can check answers and status of how people react to your surveys to make decisions from frontend. 

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or check basic data from backend view.

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You can also share the survey form to anyone outside of the organizations. However I don’t enjoy this page design, for a split second, I thought it was a error page.

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expenses

This is a very obvious part for end-users to submit expenses, then let superiors approve or refuse. Accountant can create expense reports to reimburse employee.

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You can create new expense product based on your business, select or create new Expense Account for your accounting. 

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Attendances

You can combine attendances into timesheet reports, manage (remote) employees check in, check out etc.
You can use Reporting to find out and analyse attendance count.

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Under Manage Attendances, you have access to the employees overview page. Select one employee, you can manage his/her Attendance record directly on this form. If you want to navigate to relative peers, you can use the Organization Chart at the right section to check other employees easily.

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timesheets

Timesheets can be used on Employees, for Attendance Report, for various projects and task management. You can define your time-based services or fixed price services; define invoice policy for the timesheets: set up frequency reminder for timesheet users; check your own timesheet by week, month and year; validate last week, last month timesheet and so on. Checking timesheet report by employee, project, task, billing rate and analyzing costs and revenues can assist you bill your client and manage projects by making costs visible and automating billing and invoicing.

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payroll

Here you can set up salary rules to compute data like allowances, net, taxes, contribution registers which contain to whom the company or the employee have to pay taxes, structures to define a set of rules to apply to a category of employees and define salary structure hierarchy, setup contract advantage template for various compensation.
Create payslips, do monthly payroll register. With odoo generic payroll engine that handles everything required to compute salary slips and taxes to pay etc.

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As you see, the contract of employee can be integrated and used directly here when creating payslips. 

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Odoo as always provides you the possibility to customize for your specific business needs and flexibly manage everything.   


Odoo 11 refactored the structure comparing to Odoo 10, from a glimpse of the code structure, expense-check and organization chart is brought in. Timesheet modules are better integrated and reorganized. 

For SME, Odoo HR system is greatly appreciated and easy to use. So what more can be implemented inside Odoo HR system? Probably have internal social collaboration features and some training and feedback portal integrated, powerful forecast and analysis feature.

What specific features you want to customize for your HR software solution and your organization? We would like to know and help. :-)