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InvOdoo HR Document Checklist

by
Odoo

$ 19.58

v 19.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Employees (hr)
• Discuss (mail)
Lines of code 281
Technical Name invodoo_hr_document_checklist
LicenseLGPL-3
Websitehttps://www.invodoo.com
Versions 18.0 19.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Employees (hr)
• Discuss (mail)
Lines of code 281
Technical Name invodoo_hr_document_checklist
LicenseLGPL-3
Websitehttps://www.invodoo.com
Versions 18.0 19.0

📋 InvOdoo HR Document Checklist

Version: 19.0.1.0.0 | Author: InvOdoo | Price: $20.00

📋 Overview

The InvOdoo HR Document Checklist module provides a simple yet powerful way to manage employee onboarding and offboarding processes. Create standardized document checklists to ensure all necessary tasks are completed when employees join or leave your organization.

🎯 Why Use Document Checklists?

  • Consistency: Ensure every employee receives the same onboarding/offboarding experience
  • Compliance: Don't miss critical steps required by law or company policy
  • Efficiency: Streamline HR processes with clear task lists
  • Accountability: Track which tasks are completed and which are pending
  • Quality: Improve new hire experience with organized onboarding

✨ Key Features

  • Create master checklist items for reuse across employees
  • Separate onboarding and offboarding checklist types
  • Simple checkbox tracking on employee records
  • Dedicated tabs in employee form for checklists
  • Easy configuration menu under HR settings
  • No complex workflows - just simple, effective task tracking
  • Integrates seamlessly with Odoo HR module

🚀 Getting Started

Prerequisites

⚠️ Required Module:
  • hr - Human Resources

The HR module must be installed before installing InvOdoo HR Document Checklist.

Installation

  1. Ensure the hr module is installed
  2. Go to Apps menu in Odoo
  3. Remove the "Apps" filter to show all modules
  4. Search for "InvOdoo HR Document Checklist"
  5. Click Install
  6. Wait for installation to complete
✓ Next Step: After installation, you'll need to configure your checklist items before using them with employees.

⚙️ Configuration

Step 1: Create Checklist Items

Checklist items are master templates that can be used across all employees.

  1. Go to Employees → Configuration → Checklist Items
  2. Click Create
  3. Fill in the checklist item details:
    • Name: Task description (e.g., "Create email account")
    • Type: Select Onboarding or Offboarding
    • Sequence: Order in which items appear (lower numbers first)
    • Notes: (Optional) Additional instructions or details
  4. Click Save
  5. Repeat for all checklist items

Sample Onboarding Checklist Items

Onboarding Checklist Example

Sequence 10: Send welcome email to new employee
Sequence 20: Create employee email account
Sequence 30: Prepare workstation and equipment
Sequence 40: Set up system access and credentials
Sequence 50: Provide employee handbook and policies
Sequence 60: Complete employment paperwork

Sample Offboarding Checklist Items

Offboarding Checklist Example

Sequence 10: Conduct exit interview
Sequence 20: Collect company equipment
Sequence 30: Return security badge and keys
Sequence 40: Revoke system access
Sequence 50: Process final paycheck
Sequence 60: Archive employee records

📝 Using Checklists with Employees

Accessing Employee Checklists

  1. Go to Employees → Employees
  2. Open an employee record (or create a new one)
  3. You'll see two new tabs:
    • Onboarding Checklist - For new employee setup
    • Offboarding Checklist - For employee exit process
  4. Click on the appropriate tab to view/manage checklist items

Managing Checklist Items

The checklists display all master checklist items of the corresponding type.

Marking Tasks Complete:

  1. Open the employee record
  2. Go to the Onboarding Checklist or Offboarding Checklist tab
  3. You'll see all checklist items sorted by sequence
  4. Check the box next to each task as it's completed
  5. Uncheck if a task needs to be redone
  6. All changes are saved automatically
ℹ️ How It Works:
  • Checklist items are defined once in Configuration
  • All employees share the same master checklist items
  • Each employee has their own completion status for each item
  • Changes to master items appear immediately for all employees

🔄 Workflow Examples

Onboarding Workflow

1. New Hire

Employee is hired and added to system

2. View Checklist

HR opens Onboarding Checklist tab

3. Complete Tasks

Check off items as they're completed

4. First Day Ready

All items checked = employee ready to start

Offboarding Workflow

1. Resignation

Employee submits resignation

2. View Checklist

HR opens Offboarding Checklist tab

3. Process Exit

Complete each exit task and check off

4. Completion

All items checked = exit process complete

👥 User Roles & Permissions

User Role View Checklists Complete Tasks Create/Edit Master Items
Employee Own record only ❌ No ❌ No
HR Officer ✅ Yes ✅ Yes ❌ No
HR Manager ✅ Yes ✅ Yes ✅ Yes
Administrator ✅ Yes ✅ Yes ✅ Yes

💡 Best Practices

Checklist Item Creation Tips

  • Be Specific: Write clear, actionable task descriptions
  • Use Sequence Wisely: Number by 10s (10, 20, 30) to allow easy insertion later
  • Keep It Simple: Each item should be a single, discrete task
  • Review Regularly: Update checklists based on feedback and process changes
  • Add Notes: Include important details or links in the notes field

Process Management Tips

  • Assign Ownership: Clearly define who is responsible for each task
  • Set Timelines: Mention deadlines in task descriptions (e.g., "Day 1: ...")
  • Check Progress: Regularly review employee checklists to ensure timely completion
  • Follow Up: Don't just check boxes - ensure tasks are truly complete
  • Collect Feedback: Ask new hires and exiting employees about the process

📞 Support & Contact

For technical support, questions, or feature requests:

  • Module: invodoo_hr_document_checklist
  • Version: 19.0.1.0.0
  • Author: InvOdoo
  • Website: www.invodoo.com
  • Price: $20.00 USD
  • Category: Human Resources
  • License: LGPL-3

✨ Quick Start Summary

  1. Install the module from Apps menu
  2. Configure checklist items: Employees → Configuration → Checklist Items
  3. Create onboarding and offboarding master items
  4. Use the checklists in employee records to track progress
  5. Review and update your checklists regularly

Start streamlining your HR processes today!

© 2026 InvOdoo HR Document Checklist Module | Odoo 19 | Simplifying Onboarding & Offboarding

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