HR Contract Action Buttons
Demo video: HR Contract Action Buttons
What it does
- By default, switching HR contract between states is utilized by clicking a state at the header bar. This has no problem until we do need something like a workflow control. For example, cancel a contract is not allowed when it has an unposted payslip, etc.
- This module help HR Contracts actions for better workflow control.
Key Features
This module offers the following changes.
- Add action buttons in status bar to help manage contract stages even if the contract has been disabled.
- The following buttons to create a simple workflow for the contract have been added.
- New Stage:
- Start: to start the HR contract.
- Running Stage:
- Set as To Renew: to set the contract as 'To Renew' state.
- Close: to set the contract to Expired (closed).
- Cancellation: to cancel the contract.
- Expired Stage:
- Renew: to renew the contract, set the contract to Running status.
- Cancelled Stage:
- Set to New: to set the Contract to New (Draft) state.
- New Stage:
Supported Editions
- Community Edition
- Enterprise Edition
Installation
- Navigate to Apps.
- Search with keyword ‘to_hr_contract_actions’.
- Press Install.
Instruction
Instruction video: HR Contract Action Buttons
Additional features
After creating a contract, by default, updating the state of the contract is done by clicking on the title bar. This makes it difficult for managers to control the workflow. This module will add buttons to update the state of the labor contract. Go to Payroll > Employees > Contracts > Create, these buttons will be added based on the current state of the contract:
- The Start button will be added at the New state.
- At the Running state add buttons:
- Set as to renew.
- Close.
- Cancel.
- Add Renew button at Expired state.
- Add Set to new button at the Cancelled state.
Usage
Step 1: Create a new labor contract.
- Go to Payroll > Employees > Contracts > Create and declare basic information.
Step 2: Change the contract state.
- After setting up the necessary information on the Contract, at the New state, you click the Start button to start running the contract.
- At the Running state, about 7 days before the end of the contract, the software will automatically change the Contract to red status (Pending to be renewed) or you can also mark this contract as coming expiration date by clicking Set as to Renew.
- At this state, if the contract has expired, you can click the Close button to change the Contract state to Expired.
- In addition, when the contract is no longer used, you press the Cancel button, the contract will change to the Cancelled status. Then you create a monthly payroll that will no longer be linked to this contract.
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).
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