Employee Onboarding Checklist
by Randy Nguyen https://github.com/RandyNguyenN/hr_onboarding_checklist_odoo$ 25.14
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Employees (hr) |
| Lines of code | 473 |
| Technical Name |
hr_onboarding_checklist_odoo |
| License | OPL-1 |
| Website | https://github.com/RandyNguyenN/hr_onboarding_checklist_odoo |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Employees (hr) |
| Lines of code | 473 |
| Technical Name |
hr_onboarding_checklist_odoo |
| License | OPL-1 |
| Website | https://github.com/RandyNguyenN/hr_onboarding_checklist_odoo |
Employee Onboarding Checklist
Auto-generate a structured onboarding checklist the moment a new employee is created — with role-based task assignment, relative deadlines, and daily email reminders for overdue items. One template, reused forever. No more missed steps on Day 1.
- ✗ HR manually emails IT, reminds the manager, chases a badge, orders a uniform — all in personal notes or spreadsheets. Steps get missed.
- ✗ Odoo has no built-in onboarding checklist module. Every company builds their own ad-hoc process — and it breaks under growth.
- ✗ No visibility into which tasks are overdue. IT forgets to create accounts. The new hire arrives on Day 1 with no laptop and no access.
- ✗ For SMBs with 20–200 employees, this wastes 2–3 hours of HR time per new hire and risks costly omissions.
- ✓ Build a reusable template once. Assign it to any new employee — the system generates a complete checklist with real deadlines automatically.
- ✓ Each task is assigned to the right role — HR, IT, Manager, or Employee — so everyone knows exactly what they own.
- ✓ Daily email reminders — the cron automatically notifies assignees about overdue or due-today tasks. Zero manual follow-up.
- ✓ Real-time progress bar on the employee form. One smart button — HR sees what's done, pending, and overdue at a glance.
Key Features
Setup Guide
1) Place the hr_onboarding_checklist_odoo folder in your Odoo custom addons directory and restart the server.
2) Enable Developer Mode — go to Settings → Activate Developer Mode, then click Apps → Update Apps List.
3) Search for "Onboarding Checklist" in Apps and click Install.
4) Go to Employees → Onboarding → Templates to create your first template. Add tasks with a responsible role and a relative due day (e.g. Day 1, Day 3, Day 7).
Employees → Onboarding → Templates — list of reusable onboarding templates
5) Open a template to add tasks. Each task has a name, responsible role (HR / IT / Manager / Employee), and a relative due day offset from the employee's start date.
Template form — tasks with role assignment and relative due days
6) On the employee record, set the Onboarding Template field and click the Onboarding smart button. The checklist is auto-created with real calendar deadlines.
Employee form — Onboarding smart button showing progress percentage
7) Monitor all onboarding checklists from Employees → Onboarding → Checklists. Each checklist shows progress, status, and a task list with overdue indicators.
Onboarding Checklists — overview with progress bars and status badges
Checklist form — task list with assignees, deadlines, and one-click mark done
Frequently Asked Questions
Yes. The module depends only on hr and mail, both of which ship with Odoo Community.
No Enterprise license and no additional apps are required.
Each template task has a Day Offset — a number of days from the employee's start date. When a checklist is generated, the system calculates
deadline = start_date + (day_offset - 1) days. For example, a task with Day 7 on an employee starting Monday will be due the following Sunday.
The Assigned User on each task receives an email when their task is due today or overdue. The daily cron runs automatically and sends reminders only to users with a valid email address. Configure your outgoing mail server in Settings → Technical → Outgoing Mail Servers.
Yes. You can create as many templates as needed — one for Standard employees, one for Tech roles, one for Management, etc. Each employee gets exactly the template assigned to their record.
Yes. Each task supports three states: To Do, Done, and Skipped. Skipped tasks are excluded from the progress percentage calculation so the checklist still reaches 100% completion.
Support
- Email support: nextstep.vina@gmail.com
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Response time: We aim to respond within 1–2 business days. Please include your Odoo version and a description of the issue.
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Source code: OPL-1 license — commercial use permitted with purchased license. Repository: github.com/RandyNguyenN/hr_onboarding_checklist_odoo
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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