Document sync: Appraisal
by CLuedoo https://www.cluedoo.com/shop/lic-clu-set-doc-0027-document-sync-appraisal-6413$ 100.57
| Availability |
Odoo Online
Odoo.sh
On Premise
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| Odoo Apps Dependencies |
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Appraisals (hr_appraisal)
• Documents (documents) • Calendar (calendar) • Discuss (mail) • Employees (hr) |
| Lines of code | 182 |
| Technical Name |
fal_document_appraisal |
| License | OPL-1 |
| Website | https://www.cluedoo.com/shop/lic-clu-set-doc-0027-document-sync-appraisal-6413 |
| Versions | 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Appraisals (hr_appraisal)
• Documents (documents) • Calendar (calendar) • Discuss (mail) • Employees (hr) |
| Lines of code | 182 |
| Technical Name |
fal_document_appraisal |
| License | OPL-1 |
| Website | https://www.cluedoo.com/shop/lic-clu-set-doc-0027-document-sync-appraisal-6413 |
| Versions | 18.0 19.0 |
ODOO'S FUNCTION
In Odoo, documents uploaded to an employee's appraisal form are stored exclusively within that specific record . They do not automatically sync with the main employee document system, requiring HR managers to manually download and re-upload them for proper, centralized record-keeping.
CLUEDOO'S FUNCTION
Cluedoo enhances HR document management for employee appraisals by introducing:
1️⃣ A feature to directly synchronize documents from an employee's appraisal record to the central Documents application.
2️⃣ Automatic and correct filing of the synchronized documents within the employee's designated document workspace.
This allows users to centralize all important appraisal-related files with a single action, creating a complete and easily accessible document history for each employee and significantly improving HR workflow efficiency.
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1. Go to Settings > Checked this box Document Centralization - Appraisal. |
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From V18 & V19 You can choose the Documents workspace for centralizing files NOTE: you have to check box Human Resources too |
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2. Go to Appraisal > Choose Employee which you want to sync doc > Add attachment |
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3. Go to Document > Check that attachment auto sync to Documents
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From V18 & V19,
It looks like this
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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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