Employee Referral Program Management

Employee Referral Program and Employee Referral Bonus Incentives

Employee Referrals for Jobs and Applications - Odoo App

This app will allow your recruitment team to manage employee referrals programs for jobs and job applications. And allow team to manage Employee Referral Bonuses with two options 1. Cash 2. Reward Points - Gift
Referral Program Options:

1. by Cash
2. by Reward Points (Gift)

Main Features:

Flow 1: Cash Option for manage employee referrals programs.

Referral Employee can logged in the system and Create and Submit Referral Request for Job.

Referral Employee can add attachments (like CV) for applied job.

Recruitment Officer can Logged in the system and see submitted Referral Request.

Recruitment Officer can Create Application of Referral Request.

Referral employee get Email notification after created Application.

After created Application Recruitment Officer can Create Employee.

Referral employee get Email notification after Employee Hired.

Application and Cash Bonus Smart button added on Referral Request Form.

Recruitment Officer can Approve created Bonus Invoice(Referral Cash Bonus).

Accounting User can logged in the system and Create Bonus Invoice of Referral Request.

Referral employee get Email notification after created bonus invoice.

Accounting User can Post (Validate) Bonus Invoice of Referral Request.

Accounting User can Register Payment of Bonus Invoice of Referral Request.

Vendor Bill Smart button on Referral Bonus Invoice Form.

Referral Employee can Print Referral Request.

Referral Employee can Print Referral Bonus Request.

Referral Employee can see Default Product of Referral Cash Bonus (Bonus Product).

Flow 2: Reward Points Option for manage employee referrals programs.

Referral Employee can logged in the system and Create and Submit Referral Request for Job.

Referral Employee can add attachments (like CV) for applied job.

Recruitment Officer can Logged in the system and see submitted Referral Request.

Recruitment Officer can Create Application of Referral Request.

Referral employee get Email notification after created Application.

After created Application Recruitment Officer can Create Employee.

Referral employee get Email notification after Employee Hired.

Referral Employee can logged in the system and see him/her Total Reward Points.

Referral Employee can see Reward Products and create Gift Bonus Request.

Referral Employee can Create Gift Bonus Request and add Reward Gift Lines.

Referral Employee can add Reward Gifts and and confirm Gift Bonus Request.

Recruitment Officer can logged in the system and apporve Gift Bonus Request.

Sale User can logged in the system and Create Gift Order.

Referral employee get Email notification after created gift order.

Sale User can Confirm Created Gift Order.

Sale Orders Smart button on Gift Bonus Request Form View.

Sale Orders and Gift Bonuses Smart button on Referral Gift Bonus Form.

After Confirm Gift Order Consume points will be deducted from Bonus Rewards.

Referral Employee can Print Referral Request Report.

Referral Employee can Print Referral Bonus Request Report.

Referral Employee can Print Maintain Bonus Request Report.

For more details please see below screenshots & Video.

Menus Available:

• Referrals
  • My Referral Requests
  • To Submitted Referrals
  • Referrals Processed
• Gift Order Bonus
  • My Gift Order Bonus
  • All Gift Order Bonus
• Gift Bonus Requests
  • My Gift Bonus Requests
  • All Gift Bonus Requests
• Total Reward Points
  • Employee Total Reward Points
• Bonus Invoices
  • My Referral Bonus Invoices
  • All Referral Bonus Invoices
• Configuration
  • Reward Referral Products

Sample Users:

• Referral Employee ==> Albert Crape
  
• Recruitment Officer ==> Methew Benton
  
• Accounting User ==> Johnson MacShane
  
• Sale User ==> Carter Jones
  

Workflow of Employee Referral Program

Referral Employee can Create and Submit Referral Request for Job

Referral Request in Submitted State

Recruitment Officer can Logged in the system and see submitted Referral Request

Recruitment Officer can Create Application of Referral Request

Referral employee get Email notification after created Application.

Create Application Wizard

Configuration of Job Position Which is selected on Application Wizard

After Created Application Recruitment Officer can Create Employee (Odoo Standard)

Confirmation of Create Employee (Odoo Standard)

Created Employee Form (Odoo Standard)

Referral employee get Email notification after Employee Hired.

Application and Cash Bonus Smart button on Referral Request Form.

Open Kanban View of Application After click on Application Smart Button

Open List View of Cash Bonus after click on Cash Bonus Smart Button

Recruitment Officer can Approve created Bonus Invoice(Referral Cash Bonus)

Bonus Invoices Form in Approved state

Accounting User can logged in the system and Create Bonus Invoice of Referral Request

Referral employee get Email notification after created bonus invoice.

Created Bonus Invoice list view (Odoo Standard)

Created Bonus Invoice Form view (Odoo Standard)

Now Post (Validate) Bonus Invoice (Odoo Standard)

After click of post button Bonus Invoice in Posted State (Odoo Standard)

Register Payment for Bonus Invoice (Odoo Standard)

Register Payment Wizard (Odoo Standard)

After Full Payment Bonus Invoice in Paid State (Odoo Standard)

After Paid Bonus Invoice Referral Bonus should be in Paid State (Vendor Bill Smart button on Referral Bonus Invoice Form)

Open List View of Cash Bonus after click on Vendor Bill Smart Button

Referral Employee can Print Referral Request

Referral Request PDF Report

Referral Employee can Print Referral Bonus Request

Referral Bonus PDF Report

Default Product for Referral Cash Bonus (Bonus Product)

Bonus Product

Referral Employee can Create and Submit Referral Request for Job

Referral Request in Submitted State

Recruitment Officer can Logged in the system and see submitted Referral Request

Recruitment Officer can Create Application of Referral Request

Create Application Wizard

Configuration of Job Position Which is selected on Application Wizard

Referral employee get Email notification after created Application.

After Created Application Recruitment Officer can Create Employee (Odoo Standard)

Confirmation of Create Employee (Odoo Standard)

Created Employee Form (Odoo Standard)

Referral employee get Email notification after Employee Hired.

Application and Cash Bonus Smart button on Referral Request Form.

Open Kanban View of Application after click on Application Smart Button

Open List View of Cash Bonus after click on Cash Bonus Smart Button

Created Gift Bonus record

Referral Employee can logged in the system and see him/her Total Reward Points

Employees Total Reward Points

Referral Employee can see Reward Products and create Gift Bonus Request

Kanban View of Reward Products

Check Is Reward Product in Products Form View

Referral Employee can Create Gift Bonus Request and add Reward Gift Lines

Referral Employee can add Reward Gifts and and confirm Gift Bonus Request

Gift Bonus Request in Confirmed State

Recruitment Officer can logged in the system and apporve Gift Bonus Request

Gift Bonus Request in Approved State

Sale User can logged in the system and Create Gift Order

Referral employee get Email notification after created gift order.

List view of created Gift Orders (Odoo Standard)

Confirm Created Gift Order (Odoo Standard)

Sale Order created after confirn Gift Order (Odoo Standard)

Sale Orders Smart button on Gift Bonus Request Form View

Open List view after click on Sale Orders Smart button

Sale Orders and Gift Bonuses Smart button on Referral Gift Bonus Form (Consume points will be deducted from Bonus Rewards)

open list view of sale order after click on Sale Orders Smart button

open list view of Gift Bonus after click on Gift Bonuses Smart button

Sale Orders and Gift Bonuses Smart button on Referral Gift Bonus Form (Consume points will be deducted from Bonus Rewards)

open list view of sale order after click on Sale Orders Smart button

open list view of Gift Bonus after click on Gift Bonuses Smart button

Referral Employee can Print Referral Request Report

Referral Request PDF Report

Referral Employee can Print Referral Bonus Request Report

Referral Bonus Request PDF Report

Referral Employee can Print Maintain Bonus Request Report

Maintain Bonus Request PDF Report

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