HR: Employees Configuration

Purpose

The purpose of this documentation is to review the Configuration options in the Employees Odoo application.

Process

To get started, navigate to the Employees app.


Once there, click Configuration > Settings.

Employees

Under this section, you'll see the following features.


Skills Management: Enable this option to add the Resume tab to the Employee record. This tab allows you to add work and educational experience, as well as skills and their master levels. For more information, read our Skills Management documentation.

Presence Control: When enabled, other users will be able to see the employee's current active status by way of a colored circle. You can select one or both available options. Selecting no options will disable Presence Control entirely, as well as its associated apps/modules.

  • Based on attendances: This option will base the indicator on whether or not the employee is clocked in.

  • Based on user status in system: This option will base the indicator on whether or not the employee is actively using the system.

Advanced Presence Control: When enabled, you can select one or both available options.

  • Based on number of emails sent: If your employee's job requires they send a minimum amount of emails to begin their day, you can enter that number here. Once the threshold is met, they'll be marked active.

  • Based on IP address: If you require your employee to be logged in under specific IP address(es), enter the information here. You can enter multiple IP addresses, separated by commas.

Work Organization

Under this section, you'll see the following features.


Company Working Hours: Here you'll see the default company schedule to manage your employees' working time. You can select the default option from the drop-down. For further information, read the Company and Employee Working Hours documentation.

Organizational Chart: Enable this option to display an organizational chart on the Work Information employee record.


Employee Update Rights

Under this section, you'll see the following option.


Employee Edition: Checking this box means employees will have access to update their personal information. 

Good to Know!

Employees who already have permission to modify employee information, via their user access account, will not see a change with this option enabled.

When enabled, the employee will navigate to Employee Name > My Profile.


This brings them to their Employee record, where they can click Edit and make changes. The editable fields will be limited compared to administrator access.

The following is an example of an employee record in Edit mode when Employee Edition is enabled. Notice most fields are editable.


When the option is disabled, employees will still be able to view their profile; however, they won't have the option to edit their details. They'll only have basic employee access, which allows them to the following, where configured:

  • Request Time Off

  • Request Allocation

  • Request Appraisal

  • Change Password

  • Change Preferred Language

  • Modify the Odoo Preferences tab.

  • View the information the company has on file for them, including information on all smart buttons.

The following is an example of an employee record in EDIT mode when Employee Edition is disabled. Notice most fields are visible, but hardcoded and cannot be changed.