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HR Exit Process Management

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Required Apps Calendar (calendar)
Employee Contracts (hr_contract)
Employees (hr)
Surveys (survey)
Discuss (mail)
Technical Name hr_exit_process
License OPL-1
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Technical Name hr_exit_process
License OPL-1

Introduction

Ensure a compliant, secure, and professional departure for every employee with the HR Exit Process Management module for Odoo. This comprehensive tool standardizes and automates the entire offboarding workflow, transforming a complex, multi-departmental process into a simple, manageable, and transparent one. From the initial resignation request to the final clearance, every step is tracked and managed within Odoo. Create custom checklists for different departments (IT, Finance, HR), manage a multi-level approval process, and ensure that all company assets are returned and access rights are revoked, safeguarding your organization and providing a respectful experience for the departing employee.

Key Features

  • Structured Exit Requests: Employees can formally submit their resignation requests, which triggers the offboarding workflow.

  • Multi-Department Checklists: Create and configure detailed offboarding checklists for various departments like IT, HR, Finance, and Administration to ensure all tasks are completed.

  • Automated Approval Workflow: Route exit requests through a multi-stage approval process, involving the department manager, HR manager, and general manager.

  • Clearance Management: Each department manager can approve their specific checklist items, ensuring all assets are recovered and responsibilities are handed over.

  • Integrated Exit Interviews: Schedule and conduct exit interviews directly from the exit request form, and even link to Odoo Surveys to gather valuable feedback.

  • Comprehensive Reporting: Generate and print detailed PDF reports of the entire exit process for official records and compliance.

  • Centralized Tracking: HR personnel get a clear overview of all ongoing and completed employee exit processes from a single dashboard.

Benefits

  • Ensures Compliance & Security: Guarantees that all necessary offboarding procedures are followed, from revoking system access to recovering company property, minimizing security risks.

  • Improved Efficiency: Automates a complex, manual process, saving significant time for HR, managers, and administrative staff.

  • Enhanced Professionalism: Provides a structured and respectful offboarding experience, helping to maintain a positive employer brand and alumni relationship.

  • Increased Accountability: Creates a clear, auditable trail of all approvals and checklist completions for each departing employee.

  • Prevents Knowledge Loss: Structured checklists can include reminders for knowledge transfer and documentation handover.

  • Streamlined Communication: Keeps all relevant departments informed and aligned throughout the entire exit process.

  • Valuable Insights: Gathers crucial feedback through integrated exit interviews to help reduce employee turnover.

Compatibility & Technical Details

  • Required Modules: Employees (hr), Calendar (calendar), Survey (survey), Discuss (mail).

  • License: OPL-1

  • Technical Name: hr_exit_process

Installation:

  1. Download the module file.

  2. Place the module folder into your Odoo addons directory.

  3. Restart the Odoo server.

  4. Navigate to the 'Apps' menu, activate developer mode, and click 'Update Apps List'.

  5. Search for "HR Exit Process Management" and click 'Install'.

Odoo App Employee Exit Process Management

Exit Process Management for Employee

Human Resource Exit Process for Employee in Odoo

This module allows organizations to handle employee exit processes or when employees leave the organization and allows your employee to configure exit process checklists and allow them to approve workflow of exit process flow.

Main Features :
  • Allow your HR team to configure Checklists for Exit Process management of employees.
  • Allow the HR team to create and manage an Employee Exit Request and workflow of the exit process request of the employee.
  • Allow you to set up Employee Exit Checklists under configuration.
  • Print Employee Exit PDF Report as shown sample.
  • For more details please see the video and check below screenshots.
Notes: Two new groups have been added by app:
1. Department Manager
2. General Manager.


Menus Available:

  • Employees
    • Configuration
      • Configure Checklists
    • Employee Exit
      • Exit Requests
      • Employee Exit Checklists
Testing Sample Users
  • HR Officer ===> Charlie Lewis
  • Department Manager ==> William Perry
  • HR Manager ==> James Bond
  • Genaral Manager ==> Calvin clane
  • Accounting Manager ==> Thomas Evans
  • Stock Manager ==> George Reed
  • Account Finance Manager ==> Oscar Kelly

Edition Compatibility:


Enterprise Odoo.sh Community

Login With HR Officer

Menu - Employees [Odoo Standard]

Menu - Employee Exit/ Exit Requests

Employee Exit Request Form View

Employee Exit Request

Below screen allow employee to request for exit in organization. Employee request and confirm request and then it will be passed to workflow of approvals. Draft-Confirmed-Approved by Depatment-Apporoved by HR-Approved by General Manager-Done

We have integrated calendar meetings and survey on exit process form. This will allow HR department to arrange meetings with variaous departments and also ask employee to fill exit survey. You can see Meetings, Start Interview and Print Interview button on form.

Employee Exit Request Form View

Login With Department Manager

Employee Exit Request Form View with Approve by department Manager Button

Employee Exit Request Form View

Login With Accounting Manager

Menu - Employee Exit Checklists

Employee Exit Checklists Confirm Button

Employee Exit Checklists Approve Button

Employee Exit Checklists Form View

Login With Stock Manager

Employee Exit Checklists Confirm Button

Employee Exit Checklists Approve Button

Employee Exit Checklists Form View

Login With Account Finance Manager

Employee Exit Checklists Confirm Button

Employee Exit Checklists Approve Button

Employee Exit Checklists Form View

Login With HR Manager

Employee Exit Request Form View with Approve by HR Manager Button

Employee Exit Request Form View

Login With General Manager

Employee Exit Request Form View with Approve by General Manager Button

Employee Exit Request Form View

Login With HR Manager

Employee Exit Request Kanban View

Employee Exit Request List View

Employee Exit Request Calendar View

Employee Exit Request Pivot View

Employee Exit Request Bar Chat Graph View

Employee Exit Request Line Chat Graph View

Employee Exit Request Pie Chat Graph View

Print Employee Exit Report

Print Employee Exit Report

Menu - Configure Checklists

List View Of Configure Exit Checklists

Contact / Support
Introducing Probuse Consulting Services Pvt. Ltd.

If you need any help or want more additional features, you may contact us through:
Email: [email protected]
Website: www.probuse.com
Skype: mustufa_probuse

Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.

Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.

Our Services

  • Odoo Implementation

  • Odoo Support

  • Odoo Customization

  • Odoo Migration

  • Odoo Training

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.