| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Employees (hr) • Time Off (hr_holidays) • Calendar (calendar) |
| Lines of code | 2773 |
| Technical Name |
employee_clearance_approval |
| License | OPL-1 |
| Website | https://www.yourcompany.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Employees (hr) • Time Off (hr_holidays) • Calendar (calendar) |
| Lines of code | 2773 |
| Technical Name |
employee_clearance_approval |
| License | OPL-1 |
| Website | https://www.yourcompany.com |
Employee Clearance Approval Management
Welcome to the Employee Clearance Approval Management module for Odoo 18. This module streamlines the offboarding process by managing clearance requests for employees. It integrates multiple departments (HR, IT,more) to ensure a seamless and compliant offboarding experience.
1. Module Overview
1.1 Purpose
This module simplifies employee offboarding by tracking and ensuring all critical steps are completed before an employee leaves the organization. It covers asset returns, documentation, and multi-department approvals.
1.2 Key Features
- Customizable Clearance Plans
- Multi-level Approval Workflows
- Asset and Document Management
- Employee and Approve Portal Access
- Notifications and Email Integrations
- Comprehensive Reporting
1.3 Benefits
- Ensures compliance with offboarding policies
- Reduces administrative efforts and eliminates manual paperwork
- Improves overall efficiency and communication
- Enhances record-keeping and transparency
2. Installation Process
2.1 Requirements
- Odoo Version: Odoo 18
- Dependencies: web, portal, base, mail, hr
2.2 Installation Steps
- Download and install the Employee Clearance Approval module from the Odoo App Store.
- Once installed, configure the module (see Configuration Guide below).
- Assign access rights to relevant users (HR, Admin, Managers, etc.).
2.3 Post-Installation Configuration
- Access Rights Configuration: Set up user groups like Clearance Admin, Clearance User, Clearance Done.
- Reset to Draft: Allow resetting requests to draft if needed.
3. Configuration Guide
3.1 Setting Up the Module
1. Configure Assets
- Define assets required for return during offboarding.
- Assign responsible departments and approvers.
2. Configure Documents
- List required documents for the offboarding process.
- Link each document to a department for approval.
3. Set Up Departmental Approvals
- Add approval lines for each department.
- Assign the specific users or roles responsible for clearance.
4. Create Offboarding Plans
- Combine assets, documents, and departmental approvals into structured plans.
- Assign plans to employees based on their roles or departments.
5. Initiate Clearance Requests
- HR selects a plan and starts the clearance request for an employee.
- Approval status is updated in real-time.
4. How It Works (Functionality)
4.1 Clearance Approval Workflow
- Configuration: Set up assets, documents, and approval lines. Create offboarding plans to define the clearance process.
- Request Initiation: HR triggers the process by selecting the employee and relevant offboarding plan. The system generates approval lines automatically.
- Multi-Level Approval: Notifications go to responsible approvers. Each department can approve or reject the request until all are complete.
- Tracking: HR and managers can monitor each step; automated notifications keep stakeholders updated.
4.2 Integration with Other Odoo Modules
This module integrates seamlessly with Odoo HR, and Portal. Employees or external stakeholders can track and manage clearance requests through the portal.
4.3 Automated Notifications
Automatic emails are triggered for every clearance step, ensuring responsible departments and approvers stay informed.
5. Key Features
- Customizable Plans with assets, documents, and multi-department approvals
- Multi-level Approval Workflow
- Asset and Document Management
- Portal Access for employees and approvers
- Email Notifications and Alerts
- Comprehensive Reporting and Printable Clearance Documents
6. Print Report
7. User Roles and Permissions
7.1 User Roles
- Clearance Admin: Full access to configure plans, manage requests, and approvals.
- Clearance User: Read-only access to view the clearance status.
- Clearance Dones: Final approver for offboarding requests.
7.2 Access Rights
- Admins can create, write, approve, and reset clearance requests.
- Users can only track clearance status.
- Mark as Done users are authorized to approve final offboarding stages.
8. Frequently Asked Questions (FAQs)
Common Questions and Answers:
1. Can the module be customized?
Yes. Clearance plans can be tailored by combining various assets, documents, and approval steps.
2. How does the approval process work?
The module supports multi-level and multi-department approvals. Each relevant department must
approve before the offboarding is considered complete.
3. What happens if an approval step is rejected?
The clearance request is sent back for review, and HR can reset it to draft to correct any
issues before resubmitting.
Support & Contact
Email: osama.ahmed.ezzat@gmail.com
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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