Introduction

Ensure a seamless and structured journey for every employee from their first day to their last with the Employee Entry & Exit Checklist module for Odoo. This vital HR tool replaces inconsistent, manual procedures with a robust and transparent checklist system for both onboarding and offboarding. By allowing you to create comprehensive checklists tailored to specific job positions, you can guarantee that all essential tasks—from IT setup and document submission for new hires to asset return and knowledge transfer for departing employees—are completed efficiently and on time. This module is indispensable for any organization looking to enhance professionalism, ensure compliance, and improve the management of the entire employee lifecycle.

Key Features

• Dual Checklist System: Create and manage distinct checklists for both the employee entry (onboarding) and exit (offboarding) processes.

• Job Position-Specific Checklists: Automatically apply tailored entry checklists to new employees based on their job role, ensuring all position-specific requirements are met.

• Visual Progress Tracking: Monitor the completion status of both entry and exit checklists with intuitive progress bars and percentage visuals directly on the employee record.

• Interactive Task Management: Employees and managers can easily mark checklist items as completed or canceled, with progress updated in real-time.

• At-a-Glance Views: Quickly assess the onboarding and offboarding status of all employees with clear progress indicators in both list and kanban views.

• Centralized Configuration: Effortlessly create and manage all your standard checklist items from a single, centralized configuration menu in the HR module.

Benefits

• Consistent Onboarding Experience: Guarantees every new hire receives a structured and welcoming introduction to the company, setting them up for success.

• Secure and Compliant Offboarding: Minimizes security risks by ensuring all company assets are returned and system access is revoked in a timely and auditable manner.

• Improved HR Efficiency: Saves significant administrative time for HR and department managers by standardizing and automating routine onboarding and offboarding tasks.

• Enhanced Accountability: Creates a clear and traceable record of all completed tasks for each employee, simplifying audits and compliance checks.

• Professional Lifecycle Management: Provides a polished and organized process that enhances the overall employee experience and strengthens your employer brand.

• Clear Visibility for Managers: Offers a quick and transparent overview of where each employee is in their entry or exit process, facilitating better management.

Compatibility & Technical Details

• Required Modules: Employees (hr), Discuss (mail).

• License: OPL-1

• Technical Name: hr_employee_exit_checklist

Installation:

1. Download the module file.

2. Place the module folder into your Odoo addons directory.

3. Restart the Odoo server.

4. Navigate to the 'Apps' menu, activate developer mode, and click 'Update Apps List'.

5. Search for "Employee Entry and Exit Checklist" and click 'Install'.