Document Request

by
Odoo

19.41

v 14.0 Third Party 2
Required Apps Employees (hr)
Included Dependencies
Lines of code 653
Technical Name ag_employee_self_service
LicenseAGPL-3
Also available in version v 13.0
You bought this module and need support? Click here!
Required Apps Employees (hr)
Included Dependencies
Lines of code 653
Technical Name ag_employee_self_service
LicenseAGPL-3
Also available in version v 13.0

DOCUMENT REQUEST

Document Request HRMS is to help HR Departments and the Employees of organization to avail the facilities provided by HR department in a self service manner. Be it leave applications or letter issuance or any Certificates, A self service can serve the purpose of the employee without taking an appointment in HR department or waiting in a queue of emails to be served. With the help of this module, employee can request any confidential letters with few clicks.

Features

  • Dynamic Templates to add or remove any Pre-formatted text.

  • Levels of Approval for validating the documents.

  • At each state , facility to preview the document

  • Dynamic stamp and signature for each document template

How to use this module

A separate menu named Document Request will be appeared, after installing this module.

In configuration menu, you have option to define the template format. HR Managers have the access to prepare the template formats. Here you can see two templates Experience Letter and NOC is been created.

In template configuration HR Manager can specify the schema of the output document and upload the company stamp and HR manager name , so that when the final document gets printed, the document will have company stamp and HR Manager signature.

This is the template format for NOC.

When user login into ESS, automatically Employee name and corresponding department manger will be displayed. Document type can be Experience Letter, NOC which is based on the template that is defined in the configuration menu. Since, Experience letter is chosen, you will have to define the Last working date to calculate the period duration. Based on the input entries, the template will be displayed along with employee name, designation, joining_date and end_date.

Employee can amend the document, if he wants to showcase his sills in the experience letter, he can add his project summary, skills or any kind of information that will add value to the document.

After the changes, employee can preview the document and make sure everything is perfect and send it for approval.

After employee moves the document for approval, the state will be changed to Department Approval state and the respective manager will be responsible to approve the document.

The concerned department manager will have authorization to verify and approve the document. Similarly, he can also edit the document and can remove unnecessary information and add any comments if required. Department manager can also preview the document and send it to HR approval for final verification.

After sending for HR approval the documents status will be changed to HR approval state.

HR Manager, can review the document and do a final verification and if necessary, he can amend the document with his comments. HR Manager can also preview the document structure and approve, if everything is perfect.

Once the HR Manager approves the document, the state will be changed to completed and HR can send the document to the employee Email ID.

Email Pop-up window will be appeared in which the document is attached and can be send to the respective employee.

After HR approval, the document will be the final and it will contain the company stamp and HR Manger signature. Employee can also Print Certificate from his/her user login screen.

Template preview of NOC certificate.

HR Manager can analyze the status of ESS along with employee name, Serial No, Document type and status of the document.



If You Need Any Help Please Feel Free To Contact US


Email us info@apps-gate.net



Please log in to comment on this module

  • The author can leave a single reply to each comment.
  • This section is meant to ask simple questions or leave a rating. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point).
  • If you want to start a discussion with the author or have a question related to your purchase, please use the support page.