Employee Documents Expiry Management

by
Odoo

8.00

v 17.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Employees (hr)
Discuss (mail)
Lines of code 420
Technical Name zb_employee_documents_management
LicenseLGPL-3
Websitehttp://www.zbeanztech.com/
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Employees (hr)
Discuss (mail)
Lines of code 420
Technical Name zb_employee_documents_management
LicenseLGPL-3
Websitehttp://www.zbeanztech.com/

Employee Documents Expiry Management

Overview


ZestyBeans' Document Management module enables easy attachment and management of employee-related documents, along with expiry alerts sent via email and accessible through a convenient dashboard view.

Key Features


Document Attachment : Seamlessly attach and manage documents related to employees within the directory.

Expiry Alerts : Receive timely notifications via email for document expirations, ensuring compliance and timely renewals.

Dashboard View : Accessible dashboard provides a quick overview of document statuses and upcoming expirations.

Before Installing the module

The Employees main menu view.

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After Installing the Module.

Some menus added under Employees main menu,

1.Employee Document Type under Configuration menu.

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2.Document Expiry Dashboard

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3.Employee Documents

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Configurations

Navigate to Settings and select Employees menu

We can configure the To,CC email accounts for sending the Employee Documents Expiry Reminder mails

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Working

We can create document types from Employee Document Type menu

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In Employees Form view, a new tab for adding documents with details.

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Here we can add the documents with expiry dates.

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Reminder E-Mails for Expiring documents within 1 month.

A scheduler is set up to manage document expiry alerts.Receive timely email notifications detailing documents set to expire within the next month.

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Views

1.Employee Documents : To view all the employees documents in single view.

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2.Groupby and Filter Views : Organize and filter employee documents efficiently for better management and accessibility.

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3.Dashboard Views : Provides a quick overview of documents statuses and upcoming expirations.

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