Regisnation Workflow Controller
Resignation Workflow Controller by Bac Ha Software transforms messy employee exits into a structured, automated workflow on Odoo. From custom checklists for each job title to final approvals, the application ensures that all company assets are fully recovered and responsibilities are cleanly handed over before an employee departs.
Resignation Workflow Controller là giải pháp quản lý quy trình nghỉ việc toàn diện cho phép doanh nghiệp khởi tạo danh mục checklist linh hoạt, cấu hình biểu mẫu bàn giao chi tiết cho từng bộ phận, đồng thời tối ưu hóa việc xác thực hai lớp và lưu trữ hồ sơ thông minh.
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Everything You Need to Manage Your Employee Offboarding Process
From start to finish, transform the complex resignation process into a flawless, stress-free transition that keeps your Odoo employee records perfectly organized in real time.
Easy Checklist Setup
Create reusable offboarding checklists for different departments quickly to ensure every leaving employee follows the same process.
Fast Auto-Fill Form
Fill out resignation forms instantly by automatically pulling employee profile, saving time and reducing manual typing mistakes.
Instant Task Creation
Start custom handover checklists automatically for the right people right after the direct manager approves the initial request.
Simple Handover Tracking
Track pending tasks clearly with dynamic checklists that allow employees to check off finished jobs one by one or all at once.
Double Check Approval
Secure company tools and system access by requiring a clear verification step from both the direct manager and the HR team.
Automatic Record Archival
Clean up your database by letting system tasks automatically archive employee profiles on their last working day.
Resignation Checklist Configuration
Provide a master configuration interface to create and manage the exact repository of offboarding tasks (checklist items). Each checklist item is defined by three strict database fields: Title (the specific task name), Type by, and Type for. The system stores these as a global template library to be used in the resignation workflow of each individual employee.
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Establish standard checklist templates by user role.
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Categorize tasks based on specific employee groups.
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Build a reusable master task library repository.
Establish standard checklist templates by user role.
Resignation Request Creation
When an employee decides to resign, they create a new Resignation Request. The employee only needs to manually fill in the Resignation Reason and their expected Last Day. Instantly, the system automatically retrieves and populates core profile data specifically Department, Contract Template, and Join Date (Contract Start Date) directly into the form to ensure absolute data consistency.
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Create resignation requests quickly and easily.
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Automatically populate accurate employee profile data.
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Ensure absolute consistency across all fields.
Resignation Request Approval
The newly created request is routed directly to the employee's Manager. At this stage, all offboarding checklists remain hidden. The Manager reviews the resignation details first, and if acceptable, clicks the Approve button. This action officially changes the request status to "Manager Approved" and automatically generates the checklist for the next steps.
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Review and evaluate subordinate resignation requests.
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Grant preliminary approval to trigger handovers.
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Automatically display dynamic checklists after approval.
Employee Handover Execution
The employee reviews the list of tasks assigned to them (Type by = Employee) on the interface. The employee should ideally perform the real-world tasks and manually check off each item on the grid. After completing the work, the employee clicks the Complete Handover button to transition the request to "Handed Over".
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Interact directly with designated task lists.
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Confirm completion of all handover activities.
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Advance the workflow to handed-over status.
Handover Verification
At "Handed Over" status, the Manager and HR independently verify their respective checklists. Once completed, clicking the final "Approve" button automatically marks any remaining unchecked tasks as completed and closes the request.
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Inspect and verify completed handover tasks.
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Coordinate asset and access clearance checks.
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Finalize and approve the offboarding request.
Automated Employee Archival
After the Manager and HR fully complete their checklists and grant final approval, the system notes the employee's recorded Last Day. On the day following their Last Day, the system automatically changes the employee's master profile status to "Archived" with zero manual intervention required.
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Track the final operational day schedule.
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Archive employee master profiles automatically.
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Eliminate manual administrative work completely.
Installation
1. Ensure the Open HRMS Resignation module is installed before proceeding.
2. Install the bhs_resignation_workflow_controller module in Odoo.
3. Restart Odoo to apply the module changes.
Configuration
- Set Up Resignation Checklist Templates: Define tasks and steps for each position.
- Enable Resignation Workflow: Activate the checklist feature for resignation requests.
- Verify Resignation Tracking: Ensure that checklists appear at each step during employee offboarding.
This module enhances the resignation process by providing customizable checklists for HR teams. It ensures that every resignation follows a structured workflow, preventing mistakes and making employee offboarding more organized and efficient.
HR teams can create custom resignation checklists that match specific job roles. Every time an employee resigns, the system automatically applies the relevant checklist, ensuring no critical steps are missed.
The checklists guide HR teams through each step, making sure that all offboarding tasks - such as returning company property, finalizing payroll, and revoking system access - are completed before final approval.
Yes, this module is designed to work seamlessly with Open HRMS Resignation and can be integrated with other HR modules to improve employee offboarding management.
Yes, companies can customize checklists based on their internal resignation policies, ensuring compliance with company - specific offboarding procedures.
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We guarantee bug fixes for verified module-related issues reported during the included support period.
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Get timely guidance and expert assistance for module setup, configuration, and general usage questions.
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- Custom development or feature additions
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Need Help?
Need assistance with setup or have any concerns? Contact Bac Ha Software directly for prompt and dedicated support!
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| Availability |
Odoo Online
Odoo.sh
On Premise
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| Odoo Apps Dependencies |
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Employees (hr)
• Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 1126 |
| Technical Name |
bhs_resignation_workflow_controller |
| License | OPL-1 |
| Website | https://bachasoftware.com |
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