Onboarding & Offboarding Employees in Odoo

Odoo Onboarding and offboarding are processes that occur at opposite ends of the employment lifecycle. When new employees enter and let them exit a company, an organized procedure should followed. On the one hand, it is important to make sure that recruits are informed and have copies of the specified licenses and certificates. If, on the other hand, an employee exits, all corporate records and knowledge must obtained from them.

Many companies put tons of effort into their onboarding process to make sure new employees have the tools and support they have to suit however, few people expend the same rate of effort when someone leaves a company. More businesses are realizing that loyalty does not have to come to an end when employees decide to depart. Today employees have more freedom and flexibility to get into new possibilities without burning connection with their current employers. In this blog, we’ll explore how to Onboarding & Offboarding Employees in Odoo We’ll also walk you through creating a new onboarding and offboarding activity in Odoo.

Odoo Offboarding

Odoo Offboarding is an irrevocable step in an employee’s lifecycle and a planned offboarding program can help employers avoid difficulties and smooth the leave process for both parties.

There are companies that specialize in onboarding systems, and every specific  HR software system contains an onboarding module. Onboarding and Offboarding Employees in Odoo share several similarities. Each step involves salary, benefits, various legal documents, the issue or revocation of keys, badges, IT equipment, and network access.

In Odoo’s Employee Module provides an exclusive software package to manage employee-related functions in an organization. The employee module also comes up with the facility for employee Onboarding and Offboarding management.

Users can access this function by installing the Odoo Employee Module from the Odoo ERP package and opening the “Employees” Module.

In Opening the module, we can set the onboarding and Offboarding Employees in Odoo plans with the help of the “Activity/Planning” option is available in the platform’s “Configuration” menu.

Onboarding and Offboarding Plans

We can access the “On/Offboarding Plans” from the “Activity/Planning” option, then we’ll directed to the page, as shown below.

We will get the following page, in which all of the onboarding and offboarding plans arranged based on Name, Steps Count, and Department. After choosing the Onboarding description field, we can choose the “Action” option for an activity, we can immediately Delete it from the menu. Also, we can Export, Archive, and Unarchive the item. Additionally, we can use the ‘Add a line’ option to add a new activity. We can sort and filter the data using the “Filter,” Group By,” and “Favorites” options.

How to Create a New Onboarding Activity In Odoo

The “NEW” button will allow us to make a brand new activity as per your requirement and preferences. we’ll see the activity creation form as shown in the screenshot below.

We can create a new onboarding activity by providing the “Plan Name” as ‘Onboarding.’ then we can mention the corresponding “Department” and “Company.” With the “Activities To Generate” box, we are able to generate a new activities list by choosing the ‘New’ option.

The “Add a Line” option will open a fresh new pop-up window where we can configure multiple activities as per your requirement.

We can select the “Activity Type” from the dropdown list provided under the sector, which incorporates a Call, Email, Meeting, etc.

We can edit a summary of the “Activity Type” in the “Summary” field. Select the “Company” name, mention the “Responsible” person name, and also we can type any descriptions about the activity in the “Notes” data field. Save our activity using the “SAVE & CLOSE” button, or if you want to add multiple activities, use the “SAVE & NEW” button.

How to Create a New Offboarding Activity in Odoo

The company’s offboarding activities can specified in the planning menu and implemented in the same ways and onboarding procedures. Each task that needs The menu for the offboarding procedure specify and define what needs to done, as shown in the following illustration.

We can edit new activities for your company’s offboarding plan from the “Activity types” form, which appears after you click the “Add a Line” field.

We can use the same configuration form to configure the activity types for both the company’s onboarding and offboarding processes. Each activity type specified for the platform is shown in the “Plans” menu homepage, as shown in the screenshot below, and we can add another one to the list by choosing the ‘New’ option.

In the blog, we discussed the creation of both the Onboarding and Offboarding Employees in Odoo and Offboarding plans menu items in Odoo. Because these two activities take place at opposite ends of the employment lifecycle, Organizing a systematic process is critical when employing new workers and allowing them to depart. company. In the Employees Module, Odoo provides an all-in-one package software solution for maintaining employee-related information.