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Workforce Planning

by
Odoo

1566.25

In-App Purchases
v 17.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Employee Contracts (hr_contract)
Employees (hr)
Discuss (mail)
Community Apps Dependencies
Lines of code 8005
Technical Name oi_hr_workforce
LicenseOPL-1
Websitehttps://www.open-inside.com
Versions 14.0 15.0 16.0 17.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Employee Contracts (hr_contract)
Employees (hr)
Discuss (mail)
Community Apps Dependencies
Lines of code 8005
Technical Name oi_hr_workforce
LicenseOPL-1
Websitehttps://www.open-inside.com
Versions 14.0 15.0 16.0 17.0

Workforce Planning

"Predict The Future, Balance Team’s Workload"

This application provides a seamless solution to plan and optimize the workforce in an organization.

Description

Manual workforce planning is time-consuming for HR managers and team leaders. The "Workforce Planning" application enables businesses to streamline routine processes, increase productivity and reduce costs through scheduling, improved management, and tracking of resources.

Keeping track of approved forecasts and budgets can be a headache with spreadsheets and legacy systems. With a highly configurable built-in workflow engine and integration with other Odoo applications, the "Workforce Planning" solution enables professionals to review and track plans and know what's been submitted and approved.

Using the "Workforce Planning" application can help answer some of the most pressing questions: Who needs to be employed? Who are available? How to keep top talents around. This application allows managers to predict the future; by providing a comprehensive and integrated solution that enables business leaders to see how many employees they will need to handle the work when they will need them and which channels will require attention.

Menus

  • Workforce

    • Planning Batch

    • Planned

    • Unplanned

    • Department Transfer

    • Reports

      • Plan

      • Actual

      • Difference

      • Plan vs. Actual

      • Vacant

      • Current

    • Job Family

    • Job Positions

    • Configuration

      • Approval

Reports

  • This application provides six multi-dimensional configurable reports based on the different criteria:

    • Plan

    • Actual

    • Difference

    • Plan vs. Actual

    • Vacant

    • Current

Key Features

  • Ability to print a report by different criteria

  • Ability to create and submit plans in batches

  • Ability to modify the existing resources plans

  • Automatically calculates the budgets for the plan

  • Ability to compare planned values with actual values

  • Ability to include corrective plans in the designed plan

  • Supports for transferring resources between departments

  • Supports for highly configurable multi-level approval workflow

  • Ability to categorize job positions by defining specific job families

  • Automatic generation of plans based on the defined departments

  • High flexibility to select particular months for the selected resources

  • Ability to submit the plan to the specific departments or all departments

  • Fully integrated with Employee, Recruitment, Accounting, and other Odoo applications

  • High flexibility in defining different job families, workflow approvals, budgets, validations, etc.

  • Automatic assignation of the plans to the particular job positions based on the defined job families

  • Ability to define a plan of the vacant resources including the job position, job family, grade and the required period

Demonstration

Overview

An illustration of the created plan

An illustration of how it works

An illustration of the available reports

An illustration of the corrective plan

An illustration of the built-in workflow

An illustration of transfer between departments

Need Any Help?

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Odoo Proprietary License v1.0

This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.

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