| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Attendances (hr_attendance)
• Calendar (calendar) • Discuss (mail) • Employee Directory (hr) • Leave Management (hr_holidays) |
| Technical Name |
hr_bundle |
| License | AGPL-3 |
| Website | http://ktree.com/ |
| Versions | 11.0 10.0 9.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Attendances (hr_attendance)
• Calendar (calendar) • Discuss (mail) • Employee Directory (hr) • Leave Management (hr_holidays) |
| Technical Name |
hr_bundle |
| License | AGPL-3 |
| Website | http://ktree.com/ |
| Versions | 11.0 10.0 9.0 |
HR Bundle
A set of Human Resource Management Applications
- This Module provides a bunch of applications that has become the most important activities in the Human Resource Management.
- This provides many services to the Employees and much beneficial to the Organization.
- It has the feature of sending the notifications, allowing the user to configure and making the end user feel easy to process and do much more.
- Following are the processes this module presents:
- Idea Junction
- Exit/Relieving Request Process
- Skills Evaluation
- Leave Notifications
- Induction Process
- Employee Evaluation & Rating System
Express the Innovations, Receive Votes, Comments & much more.
Employees in an Organization/Company can post/express their ideas followed by Approval of the Managers.
Email Notification is provided as an option for notifying the Users.
Process
Post the Idea, Get Approved, Start Voting, Close the Idea
User should be an Employee to post the Idea. Managers will come and Approve/Reject the Idea. When approved, the Idea is now opened for votings, ratings by all the Employees. Finally the Idea is closed by the one who posted the Idea.
At the Draft stage of the form, the user can opt for the Email Notification.
Track History
Track Comments, Ratings, Attachments etc.
A wizard is displayed on the screen to enter the details like Comments, Ratings, Attachments while voting the Idea.
Every details along with the Employee info(Name & Department) can be tracked on the Idea Form which helps you to track the details.
Settings
Allow/Disallow the Create Access
Allow access to create the forms through settings. Only the HR Manager can avail the Settings with an option to send Notifications.
Apply Filters
My Ideas, Best Idea, Ideas Of The Year
My Ideas is a default filter and the user can ever know the Best Idea, Ideas of the year by applying the filters provided.
Relieving Request Process aims to provide a Relieving Process for the Employee.
Relieving Request Process
Relieving Request will be created by the HR Manager.
HR Manager will create a Relieving Request for the Employee who belongs to their Company. Relieving Type can be Resignation, Termination, BGV Fails, Absconding.
Based on the Relieving Type, tab will be added with the specified fields. After confirming the request the state of the record will be changed to In Progress. Send Clearance Form and Reject buttons will be available.
After sending the Clearance Form, Done button will be available along with Reject and some other fields will be populated like Admin, Finance, IT Clearances etc.
After updating all the checkboxes, clicking on Done button the state of the record will be moved to Completed and all the fields will become readonly.
If the request is rejected, then the state of the record will be moved to Rejected.
For Every State change, an email will be triggered to the respective users.
Get your skills evaluated with Appreciations & Comments
Test your own skills through a standard process. Give your self-appreciation, receive the Manager appreciation through ratings and comments.
Process (Skill Evaluation Form)
Make Requests, Get Approved, Receive Evaluations
Schedule Meetings
Create your Events in the Process
Track the History
View the details on the Employee form
Reporting
Generate xls & pdf reports
XLS Report
PDF Report
Allocate Leaves, Email Notifications, Public Holidays, Consolidated Report.
With HR Leave Notifications, manage the most important asset in the company: People.
Get your HR operarions managed easily : Leave Allocations, Leave Requests.
Keep track of the vacation days accrued by each employee. Employees enter their requests of any type (paid holidays, sick leave, vacation leave etc), send to the Managers to approve and validate. It's all done in just a few clicks. The agenda of each Employee is updated accordingly.
Allocate the Leaves in a single click
All type of leaves can be allocated to the Employees in just a single click.
Email to the HR Manager, Employee Manager and the Employees
Leave Allocation to the Employees
HR Manager, Employee manager and the Employees are notified through email when leaves are allocated to the Employees.
Email to the HR Manager, Employee Manager and the Employees
Leave Request by the Employees
HR Manager, Employee manager and the Employees are notified through email when leaves are requested by the Employees.
Public Holidays
Public holidays between the applied leaves are not considered as leaves.
Email to the Employees
Employees are notified through email about the approval or the refusal of the leaves.
Consolidated Leave Report
Consolidated Leave Report gives the details on the Employee leaves based on the Department and leave type between the selected dates.
Systematic Trainings, Induction Stages
- This module introduces an Induction process that can be made easier for the User to Process, Track, Communicate.
- The Process here is entirely relied on the configuration the User makes. It is easy to define your own Stages/Levels each having different set of Actions.
- User can categorize into various Stages(like HR Induction, IT Induction, Admin Induction etc,.) before starting the process.
Stage Configuration Master
Define Stages, Actions, Group users to notify
1) Each record has Name(basically Stage Name), State Sequence(Order followed when the Process begins), Process all actions, Group Users to notify(Emails notified to these group users), Actions.
2) Tag the attachment on each Action.
3) Every Stage name is defined as unique. The Configuration master is implemented with the tight validations to ensure reliability.
Induction Process
Actual Process Begins
1) An Induction form has the Batch Name, Company Name, Group of Employees, Stage wise actions.
2) The Actions are auto-created from the Configuration master on every Stage updation.
3) Force Close option is available to process directly to Done Stage.
4) Email Notifications are triggered on each button action.
6) User has to close each action of every Stage. Note that for the Stages with 'Process all actions' is set, then all the actions should be processed.
Compose & Send Email
On every Stage of Induction, provided the option to Compose & Send Emails to the Employees & Other Followers.
Schedule Meetings
Using the Odoo Calendar Events
Schedule the Meetings on every Induction Process by using the Odoo Calendar Events.
Evaluate the performance on easy rating system.
Purpose of this system is to maintain employee details (name, joining date, photo, DOB, etc.) along with their yearly performance rating and increments. Generate reports of Evaluation, Salary and much more.
Evaluation Process
Quarterly Evaluations, Ratings, Comments & View memos
Evaluate employee performace through rating provided by supervisor/Top Level Manager of their respective department. Based upon the final performance of an particular year the salary increment will be calculated.
Evaluation records are to be imported in Odoo. And provisioned to create direct appraisals.
Employee Master
Track History, Create Direct Appraisals
From a customized existing master you can manage your Employee details, History and Current Information.
History of Salary, Memo, Supervisor, Department, Employee Status, Evaluation helps you to track the details.
Attendance Master
Store Extra Info, Import Records, Define Rating values according to Attendance (%)
Employee regular presence/absence is detailed clearly with all the extra attributes like (For eg: OT, Late Cnts, Rest, PH etc.)
Records import provision is provided to import into Odoo. And configure/define the ratings according to the Attendance(%) ranges.
Year Configuration
With division as Quarters
To create an particular year and configure the quarters by specifiying start and end date of a quarter.
Qualification Configuration
Quailification configuration is done by Admin for the qualification selection list in personal information of an employee details.
Department Configuration
Allot the Weightages
Customized the existing master to configure the Ratings & Weightages.
Rating labels will be displayed along with their respective weightage where every Rating label should be assigned with some weightage.
Rating Configuration
Tag the Departments and set the Full Score
Define the rating names and tag it to the multiple departments assigning full score against each department.
Salary Band Configuration
Define the Salary range, Fix the Max Increment values
Define the Salary Ranges(From, To) per annum for each department.Max increment (%) value will be assigned with respect to the salary range.
Reporting
Can provide easy listing out of Performance Report, Evaluation Report, Memo History, Salary History.
Download the pdf reports based on the type selected as (Employee/Department).
Data import template for appraisal
Data import template for attendance
How to tag the Users?
Create the Users and tag them to the required groups as mentioned below. Immediately create the Employee records and tag the appropriate related user.
Read carefully and tag to the appropriate user groups.
Please access the demo below
URL: odoodemo.ktree.org
Database: odooappsdemo_hr_bundle
| User Details | |
|---|---|
| Login | Password |
| emp1@test.com | 1234 |
| hr@test.com | 1234 |
| manager@test.com | 1234 |
| adminmngr@test.com | 1234 |
| finmanager@test.com | 1234 |
| itmanager@test.com | 1234 |
| tlm@test.com | 1234 |
Any Questions ?
Please contact us if you have any remarks,
questions or feature requests.
Email:opensource@ktree.com
website: https://ktree.com
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