The document discusses HR management in Odoo. It describes how Odoo allows managing the entire HR process including recruitment, employee records, leaves, expenses, attendance, time sheets, surveys, and payroll. The recruitment module helps manage the hiring process. The employee module stores employee data. Additional modules allow tracking leaves, expenses, attendance and time sheets. Surveys can be used to collect feedback. The payroll module manages salary rules, payslips, and the accounting process. Overall, Odoo is a comprehensive HR management system that helps manage the entire employee lifecycle.

1. HR Management In Odoo

2.  Human resource management(HRM) is the strategic
approach to the effective management of people in an
organization, so that they help the business to gain a
competitive advantage.
 HR management in odoo helps you to manage all your
human resource operations. This blog explains the
concept of odoo hr management in detail.
 Human Resources Software is used by businesses to
combine numerous HR functions, such as storing
employee data, employee relations, payrolls and benefits,
recruitment processes, benefits administration, and
record keeping.

3.  In Odoo, human resource module efficiently manages
Employee details, Time and Attendance, Salary, Leaves,
Expenses, Recruitment and Employee evaluation.
 In an organization, the HRM starts with the recruitment of
an employee.
 Recruitment module helps to easily manage your hiring
process and organize your vacancies job applications in
odoo.
 By customizing your recruitment process you can create
your own hiring strategies, and define stages and
interviewers.

4. Odoo HR Management
 Odoo HR Management will definitely help you to handle
the human resources department.
 Odoo HR management has the concept of build as you
go to give you the maximum flexibility to manage your
company.
 WE can install following modules based on your company
needs.
 The following modules can cope with almost every
scenario for your employee management.

5.  Recruitment : Manage your hiring process and organize
your vacancies job applications.
 Employees : Gather all pertinent information about an
employee under one place.
 Leaves : Manage holidays, legal leaves and sick days.
 Surveys : Define your own online/offline surveys. Set up
periodical employee evaluation and strengthen your
company’s key asset.
 Expenses : Easily manage employee expenses and save
time on expense reports.

6.  Attendances : Keep track of your employees’ attendance.
HR managers can easily report employees monthly/daily
attendance with the menu entry and state.
 Time sheets : Create weekly and monthly time sheets
and also track the time spent by your employees on
projects assigned.
 Payroll : Set up salary rules to compute data like
allowances, net, taxes, contribution registers.

7. RECRUITMENT
 In Odoo, Recruitment module helps a company to recruit
employees.

8.  From the following screen you can create and edit the
Stages, Tags, Degrees, Job Positions, Source of
Applicants and Departments of the jobs by clicking Create
and Edit button in every screen.
 Then Click on Save button to save the details.
 In All Applications under the ‘Applications’ menu allows
the firm to track individual applications of positions, which
can be in one of the defined stages at any point in time.
 You can go to the specific position to check the
applications on each stage. And switch to calendar view,
list view etc. to better analyze and create a new
application.

9.  You can modify the applications which directly come from
website.
 Here you can give stars to the applicants, can see the
documents, 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.

11.  In this screen you can see the Resumes and Letters of
the applicants by clicking Resumes and Letters.

12.  By clicking Reports you will get an analysis of the
recruitment process.

13.  Stages defining recruitment stages, such as first
interview, second interview, etc.

14.  Tags are simple keywords that helps provide context to
job postings.

15.  Degrees can also be defined in this area, which can be
assigned to applications.

16.  Job positions can be defined,where a position can be for
a specific department.

17. Source of Applicants can be defined and tracked, such as
company website, face book etc.

18. Departments have total forecaster employee count and
expected employee count in recruitment.

19. EMPLOYEES
After hiring employees, you can manage information’s of
employees in Employees module.
You can choose to publish employee public information
into your website to let the visitors know better about your
team and spirit.
Add tags and Contract type to help you remember the role
and character of each employee.
In the Employees module of HR management in Odoo
you can see the company’s employees and their details.

20. To Create an employee click Create button from the
Employees screen.

21. Now you will get the following screen.

22. From this screen add Employee’s name, Public
information’s such as work address, department, job
position etc, Private information’s and any other
information’s about the employee.
Click Save button to save the new employee into the
system.
Contracts manages track of your employees’ status, job
titles, contract type and dates, and their schedule.

24. You can specify the salary structure and basic wage of an
employee in salary information tab.

25. Then the duration, working schedule and scheduled pay
can specify in other information tab.

26. The Departments menu shows you the list of department
wise employees.

27. Employee Tags and Contract Types helps to remember
the role and character of each employee.

29. LEAVES
Leaves module helps you to manage the leaves of all
employee. Here, you can see the leave details of
employees in the basis of day,week and month.

30. The Leaves Summary will displays the employees
summary of leaves. Each employee will see the leave for
themselves, but HR managers will see an overview of all
leave types from all employees.

31. You can request for a leave in the Leaves Request under
the ‘My Leaves’ menu, where you have to select date at
which you take leave and fill the fields in the screen and
click on the Save button.

32. Leave requests cannot be done without approved
allocations with sufficient days remaining.
In the following screen shows the current allocations
requests, and their status.

33. To create a new allocation request use the Create button.
An Allocation Request includes allocation details,days
allocated,and type of leave for this allocation. Thereafter,
save it.

34. SURVEYS
Surveys can be used in many modules for collecting user
feed backs to improve your services or product, gathering
basic employee information for your recruitment, sending
forms to get answers to your designed questions and so
on.
It is also formed as part of the job position, and positions
are assigned to applications, the applications therefore
knows which survey to do for the given application.

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

36. By clicking Create button you can create more surveys
based on your needs.

37. From this screen, 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 by clicking Add an
item.
After creating the survey do the following steps too:
Design your survey – Will be taken into website
Test your survey – Will test how it looks
Share your survey – Share the survey form to anyone
outside of the organizations or check basic data from back
end view.

38. Collect data and statistics from your survey – Will check
answers and status of how people react to your surveys to
make decisions from front end.
Here you can see your survey answers under the Answers
menu.
Then the Pages, Questions, Labels and User Input Lines
are the survey pages, survey questions, survey question
labels and details of survey which is inputted by a user
respectively.

39. EXPENSES
Expenses is a very obvious part for end-users to submit
expenses, then let superiors approve or refuse.
Accountant can create expense reports to repay
employee.
You can create new expense based on your business,
select or create new expense account for your
accounting.

41. When you click on Create button you will get the following
screen.

42. After creating an expense description Click Save button.
In Expenses module you can see the Refused Reports
and Expense Reports.
Also you can see the expense reports to approve, post
and pay.

43. ATTENDANCES
In companies, staff have to check in when they arrive at
work and check out again at the end of the day.
Once each employee has been linked to a system user,
they can check in by clicking on the icon like in the
following screen.
By using Odoo Attendances an employee can easily
check-in and check-out with a simple interface, one click
to check-in and one click to check-out.

48. Then these data will be recorded in the system. So that
you can see in ‘Attendances’ under ‘Manage Attendances’
menu.

49. If an employee has forgotten to check out on leaving, the
system proposes that they check out manually and type in
the time that they left when they come in again the next
day.
This gives you a simple way of managing forgotten check-
outs.
Under Manage Attendances,you have access to the
employees overview page.
Select one employee from the Employees list and click on
Attendance.

51. Now you can see the attendance details of the employee,
from this select one which want to edit.

52. Then you will get the following screen. Click Edit to edit
the details.

53. After editing the details click Save button.

54. By using Kiosk Mode you can enable the manual
attendance logging by selecting the employee. you need
to add a unique pin to create a employee form.
Employees requires this pin code employees to check in
to Kiosk mode. This feature enables privacy and misuse
of logging’s.
To know the unique pin of an employee, select an
employee from ‘Employees’ under Manage attendances
menu.

56. Select HR Settings. In this screen you can see the PIN.

57. Then select the Kiosk Mode and select an employee by
clicking the button Select Employee.

58. Once you click the button you can see the employees list.
Select one employee from the list.

59. Then you can see screen to enter the pin. Enter the
employee pin and and click OK.

60. Once you enter the pin you will get the following screen.

61. TIME SHEETS
The employees will make time sheet entries each day.
At the end of the defined period, employees validate their
sheet and the manager must then approve his team’s
entries.
The periods which are defined in the company forms can
be set to run monthly, weekly or daily.

63. You can create a new time sheet by clicking Create
button.

64. After filling the fields click Save button.
Then you can see ‘All Time Sheets’ under the ‘Time Sheet
menu’.

65. Now you can see the time sheet reporting under the
Reporting menu.

66. In the time sheets, you can combine attendances into time
sheet reports and manage employees check in and check
out.

67. You can also track Costs and Revenues under Reporting
menu.

68. PAYROLL
In Odoo, Payroll module 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.
You can also create payslips, do monthly payroll register
using payroll module. After generating and confirming
payslip will create a journal entry on Accounts. So the
Odoo Payroll system has to integrated with the
Accounting module.

69. To generate a payslip for the employee, you have to set
up the contract with salary structure which done in
Employees module.
Click Create button to create a new payslip in the
Employee Payslips screen.

70. Add the fields in the following screen and click Save to
save the payslip.

71. The following screen shows you an example of a payslip.
Worked days & inputs tab list out the total worked hours
according to the working schedule selected on contract.

72. Salary and computation tab list out the computations done
on slip according to the salary structure and salary rules.

73. Details By Salary Rule Category tab detail the salary
computations in according to the rule category.

74. After the conformation of payslip you will be able to see
the information about the accounting in the Accounting
information tab.

75. You can generate payslip for a batch of employees. It is
under the Payslips batches menu. You can create payslip
as batches using this feature.

77. Add the fields and click Save button.
To compute the payslip salary structures are used, which
is a collection of set of rules.
Moreover, you can use a single structure for particular
departments, or for other categories.
By inheriting salary structures you can use extra rules for
particular employees.

79. The base structure includes the Basic, Gross, Unpaid and
Net salary rules.

80. Salary Rules is the set of rules which define the
computation of salary amount. The sequence of the rule
displayed on the payslip and unique code that used for
future calculations can specify here.

81. Contribution Registers is the register which contains to
whom the company or the employee have to pay taxes.

82. Contract Advantage Template will manage the contract.

83. THANKYOU
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