| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Employees (hr) |
| Lines of code | 384 |
| Technical Name |
i8_employee_document_management |
| License | LGPL-3 |
| Website | http://i8cloudconsulting.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Employees (hr) |
| Lines of code | 384 |
| Technical Name |
i8_employee_document_management |
| License | LGPL-3 |
| Website | http://i8cloudconsulting.com |
Employee Document Management
Secure, searchable employee files—right inside Odoo.
Why this app?
✅ Centralize payslips, tax forms, contracts and HR letters per employee.
✅ Auto-generated filenames for consistency (e.g., EmployeeName_Type_Year_Month.pdf).
✅ Proper access control: admins see all; employees see only My Documents.
✅ Email notifications to employees on upload; optional document preview.
✅ Search, filter and group by year/month/type for faster retrieval.
Quick setup
How it looks
1) Clean admin view with filters
Admins manage all documents, filter by employee, year/month and type.
2) Auto naming & upload form
Upload with auto-filled filename pattern (Name_Type_Year_Month) for consistency.
3) Employee Self-Service: My Documents
Employees can securely access their own documents under My Documents.
4) Email notification on upload
Notify employees when a new document is added to their profile.
5) Quick preview (optional)
Preview supported documents before download.
Features at a glance
✅ Auto filename pattern (EmployeeName_Type_Year_Month.pdf)
✅ Access control: Admins vs. Employee self-service (My Documents)
✅ Email notifications on upload (configurable template)
✅ Preview button (optional)
✅ Search, grouping & filters by year, month and type
Before vs After
Before
Scattered files across drives and inboxes → delays, duplicates, compliance risk.
After
One secure place in Odoo → consistent naming, quick retrieval, clean audit trail.
FAQ
Can employees see other users’ documents?
No. Regular users only see their own documents under My Documents. Admins (with proper rights) see all.
Is the filename generated automatically?
Yes. The filename follows the pattern EmployeeName_Type_Year_Month.pdf for consistency and traceability.
Can we customize document types and notifications?
Yes. You can add document types and adjust the email template from settings.
About i8CLOUD
We build pragmatic Odoo solutions for HR, operations, and compliance—so teams work faster with fewer errors.
HR & Employee Ops
Onboarding flows, employee records, document portals, approvals, reminders.
Document Automation
Templates, auto-naming, scheduled reminders, secure sharing, audit trails.
Compliance & Policy
Access rules, retention policies, certifications, evidence packs.
Custom Modules
Employee docs, knowledge tools, OAuth/mail, approvals & e-sign integration.
Dashboards & Reporting
Team-wide visibility—uploads by period, pending expiries, SLA metrics.
Advisory & Training
Blueprints, SOPs, enablement for HR and admin teams.
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