| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Employees (hr)
• Recruitment (hr_recruitment) • Discuss (mail) • Calendar (calendar) |
| Lines of code | 487 |
| Technical Name |
pragtech_hrms_succession_planning |
| License | OPL-1 |
| Website | http://pragtech.co.in |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Employees (hr)
• Recruitment (hr_recruitment) • Discuss (mail) • Calendar (calendar) |
| Lines of code | 487 |
| Technical Name |
pragtech_hrms_succession_planning |
| License | OPL-1 |
| Website | http://pragtech.co.in |
Compatible with Odoo v18
Identify future leadership roles with AI
Empower your HR team with AI Succession Planning for Odoo - a smart solution
that leverages OpenAI to analyze employee
feedback and reviews by department, instantly
identifying top candidates for critical roles.
No more manual sorting or guesswork : our app delivers fast, accurate and data-driven
recommendations for leadership continuity.
Fully configurable through a user-friendly
interface, it adapts to your unique business needs, ensuring you always have the right
talent pipeline ready.
Shape your organization’s future - confidently and effortlessly.
Plan growth smarter with these smart features
OpenAI-Powered Analysis
Leverages cutting-edge AI to understand nuanced employee feedback, transforming raw input into actionable insights.
Department-Specific Feedback Collection
Gathers detailed peer and supervisor reviews by department, ensuring context-rich evaluations for each employee.
Successor Prediction Engine
Recommends top-fit candidates for critical roles using advanced pattern recognition and natural language processing.
No Manual Review Required
Eliminates the tedious process of sifting through reviews - HR teams get instant insights at the click of a button.
Fast and Accurate Results
Accelerates decision-making with real-time, AI-backed suggestions, reducing the risk of leadership gaps.
Fully Configurable Dashboard
Customize access, feedback formats, department structure and AI settings directly through the UI - no tech help needed.
Installation
To install the module, you need to go to the Apps menu and remove the filter from the search bar and type the module name pragtech_hrms_succession_planning, and click on the Activate button.
Configuration
Navigate to Settings > General Settings. Here you can see the “AI Credentials” section and the “OpenAI API Key” field. Need to set the API Key here. You can get the API Key from “https://platform.openai.com/settings/organization/api-keys” here.
Workflow
After the module installation, first go to the Settings.
Click on the User & Companies menu and open the Groups.
Search for the Company group. Here you can see three groups. Add the users to the groups by their role.
Now go to the Employees application.
First, we can check the employee's User side. I have logged in as an employee. Open the employee application and open one employee record.
Here we can see a Feedback button at the top.
Any
employee can give their feedback about their colleagues,
supervisors, etc.
For example, if the employee needs to provide
feedback about their colleague Abigail Peterson then just
open her
record and click the Feedback button.
It will open a pop-up, where we can provide feedback. Need to set the Feedback Type and need to fill out all the feedback fields.
Now we can check the Admin or HR side. Log in as Admin or HR. Only Admin or HR can see the Feedback menu in the Configuration main menu. Also, they can see an AI Analyzer menu over here.
Open the Feedback menu. Here, the Admin or HR can see the submitted feedback.
All the submitted feedback will appear here.
Now, click the AI Analyse menu and open the Employee Successor to find the potential successors for critical roles and plan for leadership continuity by department.
Select the Department to find the potential successors by department.
For example, here selected Professional Services as the Department and clicked the Update Successors button.
Based on the feedback from all employees in the
Professional Services department, the AI will identify the
potential successors for critical roles and plan for leadership
continuity.
Here we can see AI selected the employees for Potential
Successors
and also gave the reason in the AI Response field.
For example, here selected Research & Development as another Department and clicked the Update Successors button.
Based on the feedback from all employees in the Research &
Development department, the AI will identify the potential
successors for critical roles and plan for leadership continuity.
Here we can see AI selected the employee for Potential
Successors
and also gave the reason in the AI Response field.
How to use AI for internal role planning in Odoo
Empower businesses through intelligent, cost-effective solutions
Modern businesses face complex challenges. Our Odoo apps are
designed to turn
those challenges into opportunities - making your workflows intuitive, efficient and
scalable. Crafted to
make your business run smoother, faster and smarter.
Achieve operational excellence, deliver unforgettable guest experiences and aim for scalable
growth -
whether you're a boutique property or a global chain.
Experience the difference of solutions built for real business needs, not just features.
The module is designed to streamline the process of identifying potential successors for critical roles within an organization. Using AI-driven analysis based on employee feedback, it ensures leadership continuity and helps HR make informed, data-backed decisions without manual review.
The AI uses OpenAI's language model to analyze qualitative feedback and reviews submitted by employees, categorized by department. It evaluates patterns in communication, performance indicators, and peer insights to recommend the most suitable candidates for key roles, along with reasons in a human-readable format.
Only users assigned to Admin or HR roles can access the AI analysis dashboard and feedback database. These roles are managed via the “User & Companies” > “Groups” section, where permissions can be configured appropriately.
Employees can navigate to the Employees module, select a colleague’s record, and click the “Feedback” button. A form will pop up where they can choose the feedback type and provide detailed input.
You must set your OpenAI API key in Settings > General Settings > AI Credentials. This key enables the backend AI model to function. You can generate the API key from the OpenAI API Key Settings page.
Yes, the module is fully configurable via the user interface. You can manage departments, feedback types, access rights, and AI configurations easily without modifying the codebase.
HRMS AI Succession Planning
One-time Setup | 90 Days Support | Multilingual Compatibility
What's included in this
User Manual for Easy Onboarding
90 Days Support (Monday to Friday, 10 AM – 7 PM IST)
One-Time Setup for Seamless Integration
We support for English / French / Spanish at an additional cost
Works & tested on standard installations of Odoo with no third party apps
Free support only for odoo installations with no third party apps
Paid support availaible for Odoo installations with third party apps.
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Odoo Dedicated Resources
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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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