Skip to Content

HR Probation Management

by
Odoo

$ 23.29

v 19.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Discuss (mail)
• Employees (hr)
Lines of code 2316
Technical Name oe_probation_management
LicenseOPL-1
Websitehttps://odooerp.ae/
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Discuss (mail)
• Employees (hr)
Lines of code 2316
Technical Name oe_probation_management
LicenseOPL-1
Websitehttps://odooerp.ae/

Key Features

Complete probation lifecycle, 5-dimension reviews, KPI scoring, multi-level approvals, AI insights, and an executive dashboard—built for Odoo HR teams

Complete probation lifecycle

Run a full workflow from Draft through Under Review, Approved, Extended, Confirmed and Completed—with visual ribbons and overdue detection.

5-dimension review scoring

Evaluate every employee across KPI, Attendance, Technical, Communication and Discipline with configurable weights and an automatic weighted average.

Smart KPI templates

Build reusable KPI templates per department and job position—with weightage, minimum, maximum and passing score for each KPI.

Probation extensions

Support unlimited extensions per employee with previous end date, new end date, duration and justification—plus a full approval history.

Multi-level approval chain

Route confirmations through Reporting Manager → Department Head → HR Manager → Final HR with one-click Submit, Approve, Reject and Confirm actions.

Employee self-evaluation

Employees submit their own self-review, achievements, challenges and training requests—creating a true two-way conversation with HR.

Automated reminders & alerts

Daily scans surface upcoming expiries, pending reviews and overdue evaluations—delivered as branded emails and scheduled activities.

Modern executive dashboard

A premium glassmorphism dashboard with live KPI cards, KPI trend, status distribution, department performance and top-performers spotlight.

AI insights & risk scoring

Built-in AI commentary on every record—performance trajectory, Low/Medium/High risk classification and HR recommendations.

Probation Records
Probation records in list view with employee, dates, status and score columns
Probation Form View
Probation record form view with header KPIs, employee info and review lines
Performance Review with 5-Dimension Scoring
Performance review form showing the 5-dimension score breakdown, weights and weighted average
Executive Dashboard
Probation executive dashboard with KPI cards, charts and top-performer spotlight
Probation PDF Report
Branded probation PDF report with employee header, review history and score breakdown

User guide — Probation Management

Manage every stage of an employee's probation journey—structured reviews, weighted KPI scoring, multi-level approvals, and an executive dashboard.

1. What this module does

It adds Probation as a dedicated app under HR: each record covers an employee from onboarding to confirmation, with structured reviews, configurable KPI templates, and a 5-dimension scoring engine (KPI, Attendance, Technical, Communication, Discipline). Odoo computes the weighted average, classifies risk, and routes the record through a multi-level approval chain. You also get extensions, self-evaluations, automated reminders, an executive dashboard, AI insights, and PDF/XLSX tools.

2. Before you go live

  1. Install HR (and Discuss/Mail) plus this module from Apps.
  2. Assign the right access level on each user: Probation User (own records), Manager (team records), HR (company-wide) or Administrator.
  3. Open Probation → Configuration → KPI Templates and define reusable KPIs per department or job position—with weightage, min, max and passing score.
  4. Confirm employees have work email set so probation emails, reminders and approval notifications can be delivered.

3. Creating and running a probation

  1. Go to Probation → Probation Records and create a record: employee, start and end dates, KPI template, and the reviewers in the approval chain.
  2. Capture reviews on the schedule that fits your business—monthly, mid-term or final—with reviewer, type, notes and scores across the five dimensions.
  3. Use Submit, Approve, Request Changes, Extend, Reject or Confirm to move the record through the workflow; every transition is tracked in the chatter.
  4. Open Dashboard for the live HR view; print the Probation Report or use Excel export for offline analysis and meetings.

4. Automation and alerts

  • A daily scheduled job scans for upcoming expiries, pending reviews and overdue evaluations—and sends branded emails to the right people.
  • Activities are auto-scheduled on reporting managers and HR so accountability is never about manual chasing.
  • The AI insights engine summarises performance trajectory, classifies risk as Low / Medium / High, and suggests next-step HR actions on every record.

5. Compatibility

  • Odoo 19 Community: Supported
  • Odoo 19 Enterprise: Supported
  • Odoo.sh: Supported
  • Multi-company: Supported (probations and rules are company-aware)

Frequently Asked Questions

1. Can an employee have more than one active probation at the same time?
No. The app enforces one active probation per employee and company so the lifecycle stays unambiguous. Past records remain available for full audit history.
2. What is the difference between User, Manager, HR and Administrator access?
Users see only their own probation and self-evaluation; Managers see their team's records; HR sees every record in the company with multi-company support; Administrators get configuration access including KPI templates.
3. How is the final performance score calculated?
Every review captures scores on five dimensions—KPI, Attendance, Technical, Communication and Discipline—each with a configurable weight. The app computes a weighted average automatically and translates it into Excellent / Good / Average / Poor / Critical visual ratings.
4. Can the probation period be extended?
Yes. A built-in extension wizard supports unlimited extensions per employee—capturing previous end date, new end date, duration and justification, with an optional auto-approve path. Every extension is logged in the approval history.
5. Can I change the employee or dates after the probation starts?
Once a record is Under Review or Confirmed, the employee and period fields are locked so the audit trail and historical KPIs stay consistent. Use the extension wizard to adjust the end date with full traceability.
6. How do automated reminders and AI insights work?
A daily scheduled job scans for upcoming expiries, pending reviews and overdue evaluations and sends branded emails plus chatter activities. The AI insights engine adds a summary, performance trajectory and Low / Medium / High risk classification on each record.
7. Which Odoo environments are supported?
The module targets Odoo 19 (Community and Enterprise) and runs on Odoo.sh with the standard HR, Mail and Web dependencies. It is multi-company ready and fully responsive on desktop, tablet and mobile.
Module Support & SLA
For any support related to this Odoo module, please contact us at apps@odooerp.ae
Our standard response time (SLA) for support queries is between 1 to 2 working days.
+971 54 289 8664 Email Us
Oakland partner and services
Support and contact information 
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.

Please log in to comment on this module

  • The author can leave a single reply to each comment.
  • This section is meant to ask simple questions or leave a rating. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point).
  • If you want to start a discussion with the author or have a question related to your purchase, please use the support page.