Introduction

Ensure a compliant, secure, and professional departure for every employee with the HR Exit Process Management module for Odoo. This comprehensive tool standardizes and automates the entire offboarding workflow, transforming a complex, multi-departmental process into a simple, manageable, and transparent one. From the initial resignation request to the final clearance, every step is tracked and managed within Odoo. Create custom checklists for different departments (IT, Finance, HR), manage a multi-level approval process, and ensure that all company assets are returned and access rights are revoked, safeguarding your organization and providing a respectful experience for the departing employee.

Key Features

• Structured Exit Requests: Employees can formally submit their resignation requests, which triggers the offboarding workflow.

• Multi-Department Checklists: Create and configure detailed offboarding checklists for various departments like IT, HR, Finance, and Administration to ensure all tasks are completed.

• Automated Approval Workflow: Route exit requests through a multi-stage approval process, involving the department manager, HR manager, and general manager.

• Clearance Management: Each department manager can approve their specific checklist items, ensuring all assets are recovered and responsibilities are handed over.

• Integrated Exit Interviews: Schedule and conduct exit interviews directly from the exit request form, and even link to Odoo Surveys to gather valuable feedback.

• Comprehensive Reporting: Generate and print detailed PDF reports of the entire exit process for official records and compliance.

• Centralized Tracking: HR personnel get a clear overview of all ongoing and completed employee exit processes from a single dashboard.

Benefits

• Ensures Compliance & Security: Guarantees that all necessary offboarding procedures are followed, from revoking system access to recovering company property, minimizing security risks.

• Improved Efficiency: Automates a complex, manual process, saving significant time for HR, managers, and administrative staff.

• Enhanced Professionalism: Provides a structured and respectful offboarding experience, helping to maintain a positive employer brand and alumni relationship.

• Increased Accountability: Creates a clear, auditable trail of all approvals and checklist completions for each departing employee.

• Prevents Knowledge Loss: Structured checklists can include reminders for knowledge transfer and documentation handover.

• Streamlined Communication: Keeps all relevant departments informed and aligned throughout the entire exit process.

• Valuable Insights: Gathers crucial feedback through integrated exit interviews to help reduce employee turnover.

Compatibility & Technical Details

• Required Modules: Employees (hr), Calendar (calendar), Survey (survey), Discuss (mail).

• License: OPL-1

• Technical Name: hr_exit_process

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 "HR Exit Process Management" and click 'Install'.