$ 8.10
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Employees (hr)
• Discuss (mail) |
| Lines of code | 422 |
| Technical Name |
zb_employee_documents_management |
| License | LGPL-3 |
| Website | http://www.zbeanztech.com/ |
| Versions | 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Employees (hr)
• Discuss (mail) |
| Lines of code | 422 |
| Technical Name |
zb_employee_documents_management |
| License | LGPL-3 |
| Website | http://www.zbeanztech.com/ |
| Versions | 17.0 18.0 |
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.
After Installing the Module.
Some menus added under Employees main menu,
1.Employee Document Type under Configuration menu.
2.Document Expiry Dashboard
3.Employee Documents
Configurations
Navigate to Settings and select Employees menu
We can configure the To,CC email accounts for sending the Employee Documents Expiry Reminder mails
Working
We can create document types from Employee Document Type menu
In Employees Form view, a new tab for adding documents with details.
Here we can add the documents with expiry dates.
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.
Views
1.Employee Documents : To view all the employees documents in single view.
2.Groupby and Filter Views : Organize and filter employee documents efficiently for better management and accessibility.
3.Dashboard Views : Provides a quick overview of documents statuses and upcoming expirations.
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