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Odoo Employee Probation Management

Employee Performance Review and Probation Tracking Setup in Odoo

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Human Resources Probation Management Odoo Apps

The HR Employee Probation Management Odoo App enables organizations to oversee the performance of employees on probation. Users must have access rights for both manager and HR probation roles. Managers can create probation documents with multiple reviews and ratings, while HR can approve or cancel them. Both managers and HR can print employee probation reports in PDF format.

  

Probation Access Rights

User can given access rights for manager probation and HR probation from user configuration.


 

Create an Employee Probation

Manager or HR can create an employee probation with required details.

 

Multiple Review for Employee Probation

Manager or HR can give multiple review for employee probation.

 

Employee Performance Review

Manager or HR can give performance review for an employee probation and based on that rating will be set.

 

Approve/Cancel Probation Request

Manager or HR can approve or cancel employee probation request.

 

Print Employee Probation Report in PDF Format

Manager or HR can print an employee probation report in PDF format.

Benefits of Odoo Probation Management

Efficient Probation Tracking

Easily manage and track employee probation periods within the HR system.

Structured Performance Reviews

Managers and HR can conduct multiple performance reviews and ratings during the probation period.

Approval Workflow

HR or managers can approve or cancel probation requests based on employee performance.

Role-Based Access Control

Provide specific access rights for managers and HR to manage probation processes securely.

Detailed Probation Reports

Generate and print employee probation reports in PDF format for documentation.

Manager Probation Access RightsHR Probation Access RightsEmployee Probation in List ViewCreate Employee ProbationAdd Employee ReviewsSend Probation ReviewApprove Request by HRApproved Employee Probation by HRCancel Request by HRProbation Cancel Reason WizardCancelled Employee Probation RequestPrint Employee Probation ReportEmployee Probation Report in PDF Format

Manager Probation Access Rights

Under user configuration, Select "Manager Probation" access rights to manage employee probation.

HR Probation Access Rights

Under user configuration, Select "HR Probation" access rights to approve the documentation created by the manager.

Employee Probation in List View

Create Employee Probation

Manager can create an employee probation with required details and also view employee reviews.

Add Employee Reviews

Manager can enter review date, reviewer name, review in details and select review or performance based on that rating will be updated.

Send Probation Review

Manager can enter probation description and also click on "Send Probation Review" button to send employee probation review.

Approve Request by HR

HR can view the employee probation request and they can approve or cancel request by clicking on "APPROVE REQUEST" or "CANCEL REQUEST" button and request moved to "WAITING FOR APPROVAL" stage.

HR can approve probation request by clicking on "APPROVE REQUEST" button.

Approved Employee Probation by HR

Manager can view the approved employee probation request by HR and request moved to "APPROVED" stage.

Cancel Request by HR

HR can cancel probation request by clicking on "CANCEL REQUEST" button.

Probation Cancel Reason Wizard

Once HR/Manager can cancel request, They must be enter cancel reason and click on "SET CANCEL REASON" button.

Cancelled Employee Probation Request

HR/Manager can view the cancelled employee probation request with cancel reason and moved stage to "CANCEL" stage.

Print Employee Probation Report

HR/Manager can print employee probation report by clicking on "Employee Probation Report" button.

Employee Probation Report in PDF Format

Why Choose Our Odoo Probation Management Module?

Our module helps HR teams efficiently manage employee probation periods by tracking performance reviews, ratings, and approvals in one system. It provides structured evaluation processes and detailed reports to support better HR decision-making.


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