Odoo HR modules provide comprehensive human resources management from recruitment to retirement. This guide covers setting up the core HR infrastructure including employees, departments, contracts, and essential HR workflows.
how to set up odoo hr Prerequisites
- 1Odoo HR module installed
- 2Company structure defined
- 3HR manager or admin access
- 4Employee data for import
how to set up odoo hr Steps
Configure Company and Departments
Go to Employees > Configuration > Departments. Create your organizational structure starting with top-level departments. Set managers and parent departments for hierarchy. Link departments to companies for multi-company setups.
Pro Tips:
- *Mirror your actual org chart in department structure
- *Assign department managers for approval workflows
- *Use color codes for department identification
Set Up Job Positions
Navigate to Employees > Configuration > Job Positions. Create positions for each role in your organization. Set expected headcount and link to departments. Add job descriptions for recruitment.
Pro Tips:
- *Track expected vs. actual headcount per position
- *Link positions to salary structures for payroll
- *Use positions for recruitment workflow
Create Employee Records
Go to Employees and click Create. Enter employee name, work email, and contact information. Assign to department, job position, and manager. Upload employee photo and documents.
Pro Tips:
- *Use import for bulk employee creation
- *Set work email to create user account
- *Attach contracts and documents to employee record
Configure Work Locations
Set up work locations under Employees > Configuration > Work Locations. Define office addresses, remote work options, and location-specific settings. Assign default locations to employees.
Pro Tips:
- *Create locations for each office or site
- *Enable remote work location for hybrid policies
- *Track attendance by location
Set Up Contract Types
Navigate to Employees > Configuration > Contract Types. Create types for full-time, part-time, internship, contractor, etc. Define wage types and associated benefits for each type.
Pro Tips:
- *Link contract types to leave allocation rules
- *Set up different wage structures per type
- *Define probation periods per contract type
Create Employee Contracts
For each employee, create a contract under their profile or Employees > Contracts. Set start date, salary, working schedule, and contract type. Attach signed contract document.
Pro Tips:
- *Set contract end dates for temporary positions
- *Configure wage for payroll integration
- *Track contract renewals and amendments
Configure Working Schedules
Go to Employees > Configuration > Working Schedules. Create schedules defining work hours for each day. Set these as default or assign to specific employees/contracts.
Pro Tips:
- *Create schedules for different shift patterns
- *Part-time schedules affect leave accrual
- *Global schedules apply to all employees by default
Set Up Attendance Tracking
Enable Attendances module and configure check-in methods. Set up kiosk mode for badge-in, or enable employee self-check-in. Configure overtime rules and attendance reporting.
Pro Tips:
- *Use PIN or badge for secure check-in
- *Set up geofencing for mobile attendance
- *Configure alerts for missed check-outs
Need Professional Implementation?
Our certified partners can handle the setup and configuration for you.
how to set up odoo hr Best Practices
- ✓Keep employee data updated and accurate
- ✓Document all contract changes with amendments
- ✓Set up manager hierarchy for proper approval flows
- ✓Use tags for employee categorization
- ✓Configure email notifications for HR actions
- ✓Regular audit of employee access rights
- ✓Back up employee documents securely
how to set up odoo hr Common Mistakes
- ✗Not setting up department managers for approvals
- ✗Forgetting to link employees to user accounts
- ✗Incorrect working schedule affecting leave calculations
- ✗Not tracking contract expiration dates
- ✗Missing emergency contact information
- ✗Not archiving departed employees properly
how to set up odoo hr Conclusion
A well-structured Odoo HR system provides efficient employee management and supports your people operations. Regular maintenance of employee data and processes ensures accurate reporting and compliance.
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