| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Employees (hr)
• Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 1282 |
| Technical Name |
eh_hr_training |
| License | LGPL-3 |
| Website | https://erpheritage.com.au |
| Versions | 16.0 17.0 18.0 19.0 |
HR Training and Certifications
A live register of every employee certificate and licence, with automatic expiry tracking and daily renewal alerts.
Why this module
HR Training and Certifications
Expiry is computed, not remembered
Each certification computes its own expiry date from the issued date and validity months, and a live status of valid, expiring soon, expired, or no expiry. A daily cron re-evaluates that status as the calendar moves, so the register stays current without anyone editing a record.
Warned before the lapse, once
When a certificate enters its alert window or expires, the cron posts a chatter note and schedules an HR to-do activity for the employee's manager (falling back to the record creator). A reminder_sent guard means one alert per lapse, never a daily repeat.
Every change is on the record
Certifications and courses inherit the platform audit mixin, so create, write, and unlink events are written to an append-only, SHA-256 hash-chained audit log with before and after snapshots. Cross-company writes are refused unless explicitly audited.
Day in the life
Friday morning, the safety officer opens Certifications
The list opens pre-filtered to Needs attention, expired rows in red, expiring rows in amber. Two forklift licences are inside their 30-day window; the managers already have a to-do activity waiting from last night's cron run, and the chatter on each record shows when the alert fired. The officer records a renewal as a new certification, its 12-month validity and expiry date filled in from the course, and the old row drops out of the attention filter. No spreadsheet, no diary reminder, no certificate quietly lapsing in the background.
Edge cases
The cases most modules quietly ignore.
In the shipped code today, each one a place where a cheaper module silently does the wrong thing.
The expiry cron filters on a reminder_sent flag and sets it after posting, so re-running the cron (or running it daily) never posts a duplicate alert for the same lapse. Covered by a test that runs the cron twice and asserts message count is stable.
The HR activity is scheduled in a best-effort try/except. A missing or misconfigured activity type can never break the cron run or stop the chatter alerts and status refresh for the rest of the register.
A course or certification with validity months of 0 yields a blank expiry date and a No expiry status, and is skipped by the expiry watch entirely, so perpetual qualifications never generate false alerts.
Field changes flow through an append-only, hash-chained audit log where each row's SHA-256 depends on the previous row. Appends are serialized by a Postgres transaction advisory lock so concurrent writers cannot fork the chain, and verify_chain() detects any tampering.
Records require an owning company defaulting to the active company. Writing a record into a company the user does not belong to is rejected (even via sudo) unless an explicit, audited cross-company override context is set.
Because status depends on today's date, the cron force-recomputes and flushes the stored status and days-to-expiry before filtering, so a record that crossed into expiring or expired overnight is caught on the next run rather than waiting for a manual edit.
What is inside
Built to do the job, end to end.
- Training course catalog. Courses with name, internal code, category (safety, compliance, technical, soft skills, onboarding, other), provider, default validity months, default alert days, a mandatory flag for compliance reporting, archive support, and a stat button showing how many certifications reference the course.
- Employee certifications. Per-employee records with sequence-numbered reference (CERT/YYYY/00001), issued date, validity months and alert days that default from the course, computed expiry date and live status, days to expiry, certificate number, assessed score, attached scans, and HR notes.
- Expiry watch cron. A daily ir.cron that refreshes today-dependent status across the register, then posts chatter and schedules a manager HR activity on certificates that are expiring or expired and not yet flagged.
- Filters, ribbons, and views. List color coding for expired and expiring rows, status badges, Expired ribbon on the form, search filters for valid, expiring, expired, and Needs attention, plus group-by status, category, and employee. The Certifications view opens on Needs attention by default.
- Platform foundation. Built on the EH HR Platform mixins: append-only hash-chained audit log, strict multi-company scoping, and a correlation id for tracing. Employee self group has read-only access; HR officers have full create, write, and delete.
Honest about the edges
What this does not do, so nothing surprises you.
- This is a certification register and expiry tracker, not a learning management system. There is no e-learning content, no quizzes, no session scheduling, enrolment, or attendance booking.
- The mandatory flag drives reporting and your own filters. The module does not automatically assign mandatory courses to employees or run a skills-gap analysis against job requirements.
- Renewal alerts are delivered as a chatter message plus an HR to-do activity for the manager. The module does not ship its own email or SMS templates for certificate expiry.
- One alert is raised per lapse, guarded by a reminder_sent flag. A renewal is recorded as a new certification record rather than by resetting and re-arming the expired one.
- There is no employee self-service portal flow to request a renewal. Employees in the self group have read-only access; HR officers maintain the records.
- Reporting is list filters and group-by (status, category, employee). There is no dedicated dashboard or expiry-forecast pivot beyond the standard Odoo views provided.
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