$ 5.78
| Required Apps |
•
Employees (hr)
• Discuss (mail) |
| Technical Name |
hr_employee_exit_checklist
|
| License | OPL-1 |
| Technical Name |
hr_employee_exit_checklist
|
| License | OPL-1 |
Introduction
Ensure a seamless and consistent experience for every employee from day one to their last with the Employee Entry & Exit Checklist module for Odoo. This vital HR tool replaces informal, ad-hoc procedures with a structured and transparent checklist system for both onboarding and offboarding. By allowing you to create detailed, position-specific checklists, you can guarantee that all necessary tasks—from document submission and IT setup to knowledge transfer and asset return—are completed in a timely and organized manner. This module is essential for any business looking to enhance professionalism, ensure compliance, and improve the overall management of the entire employee lifecycle.
Key Features
Dual Checklist Functionality: Create and manage separate, detailed checklists for both the employee onboarding (entry) and offboarding (exit) processes.
Job Position Integration: Automatically apply specific entry checklists to new employees based on their job position, ensuring role-specific tasks are completed.
Progress Tracking: Visually track the completion progress of both entry and exit checklists directly on the employee record.
Dynamic Checklists: Employees and managers can interactively check off completed items, with the progress bar updating in real-time.
Kanban and List View Progress: Monitor the onboarding and offboarding progress for all employees at a glance with clear percentage-based visuals in both list and kanban views.
Centralized Configuration: Easily create and manage all your standard checklist items from a central configuration menu.
Benefits
Structured Onboarding: Guarantees a consistent and welcoming experience for all new hires, ensuring they have everything they need to be productive from day one.
Secure Offboarding: Minimizes security risks by ensuring all company assets are returned and system access is revoked in a timely manner.
Improved Compliance: Ensures all necessary legal and company policy-related tasks are completed during both entry and exit processes.
Enhanced Efficiency: Saves significant administrative time for HR and department managers by standardizing and tracking routine tasks.
Increased Accountability: Creates a clear, auditable record of all completed onboarding and offboarding tasks for each employee.
Professional Experience: Provides a professional and organized process that enhances the employee experience and strengthens your employer brand.
Clear Visibility: Offers managers and HR a clear, at-a-glance view of where each employee is in their lifecycle process.
Compatibility & Technical Details
Required Modules: Employees (hr), Expenses (hr_expense), Employee Contracts (hr_contract), Discuss (mail), Invoicing (account).
License: OPL-1
Technical Name: hr_employee_exit_checklist
Installation:
Download the module file.
Place the module folder into your Odoo addons directory.
Restart the Odoo server.
Navigate to the 'Apps' menu, activate developer mode, and click 'Update Apps List'.
Search for "Employee Entry and Exit Checklist App" and click 'Install'.
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.