Employee Document Management

Employee Document Record Management Odoo App

Management of Employee Document by HR

This app allows the HR of a company to upload and manage the documents of employees and also allows them to manage the expiration of documents and reminders as shown below screenshots.

Main Features:

• HR can upload and manage employee document records using this app and attach documents on record as shown.
• Expiry notification reminder of document sends to the manager of the employee/department before 5 days of expiry.
• Expiry notification sends to the manager of the employee/department at the date of expiry.
• The manager can add the document's name required to the employee.
• For more details please check the video and check the below screenshots.

Documents Menu in Configuration of Employee

List View of Documents

Form View of Documents

Employee Documents Menu on Employees

Kanban View of Employee Documents

List View of Employee Documents

Form View of Creating New Employee Document Record

Employee Document in New State

Employee Document in Uploaded State

Employee Document in Expire Soon State

Renew Document Button Visible in Expired and Cancelled State of Document

Form View of Renewed Record

Related Documents Smart Button on Employee Document Form View

Smart Button shows the Documents which is Parent or Child Document of Current Document.

Documents Smart Button on Employee Form View (Odoo Standard)

Smart Button shows the Kanban View of Documents of Employee

Sample PDF Report of Employee Document

Cron Job Runs Daily to Send Expiry Notification of Document to the Manager of Employee / Manager of Department .

After Running the Cron Job State of Document Changed to Expiry Soon (5 days before) or Expired depends on Date of Expiry

Email Template of Expired Document Notification as shown below

Email Template of Expiry Notification Reminder

Note : Reminder send to the manager before 5 days of expiry.

Contact / Support
Introducing Probuse Consulting Services Pvt. Ltd.

If you need any help or want more additional features, you may contact us through:
Email: contact@probuse.com
Website: www.probuse.com
Skype: mustufa_probuse