离职流程

When an employee leaves the company, it is important to have an offboarding plan to ensure all necessary steps are followed, such as returning equipment, revoking access to business systems, filling out HR forms, having an exit interview, and more. Depending on the company, there could be several different offboarding plans, configured for specific departments or divisions, that have different requirements and steps from the main offboarding plan.

In addition to an offboarding plan, the employee record must be updated to reflect their departure, log the reason why they left, close any open activities associated with the employee, and provide them with any important documents.

View offboarding plan

Before offboarding can begin, it is recommended to check the default offboarding plan that comes preconfigured with the Employees app. To view the current default plan, navigate to Employees app ‣ Configuration ‣ Activity Plan. Click Offboarding to view the detailed offboarding plan form.

Offboarding plan steps

The default Offboarding plan is minimal, with two default steps (three if the Fleet app is installed). All steps are To-Do activities, and are scheduled for the day the offboarding plan is launched (0 days Before Plan Date).

• Organize knowledge transfer inside the team: The manager must ensure all knowledge the employee has relating to their job position, is either documented or shared with colleagues so there is no knowledge gap.

• Take Back Fleet: The fleet manager ensures any vehicles assigned to the employee are either unassigned (available for other employees) or the next driver is assigned. This step only appears if the Fleet app is installed.

• Take Back HR Materials: The manager must obtain any documents and materials the HR department requires. It is recommended to check with the HR department to ensure everything required for this step is completed.

Modify offboarding plan

The default offboarding plan is minimal, so that modifications can be made to accommodate any company’s offboarding needs. Every company has different requirements, therefore it is necessary to add the required steps to the offboarding plan.

If the offboarding plan is universal, add or modify the default offboarding plan. If the offboarding plan needed is only for a specific department, then a new plan should be created, specifically for that department.

To modify the default plan, first navigate to Employees app ‣ Configuration ‣ Activity Plan, then click on Offboarding.

To modify a step, click on the step and an Open: Activities pop-up window appears. Make any desired modifications to the step, then click Save to accept the changes and close the pop-up window.

To add a new step, click Add a line at the bottom of the listed activities in the Activities To Create tab, and a blank Create Activities pop-up window appears. Enter all the information in the pop-up window, then click Save & Close if there are no other steps to add, or click Save & New if more steps are needed.

Configure all the desired steps for the offboarding plan.

Create offboarding plan

For some companies, specific offboarding plans may be necessary for some departments. For these cases, a new department-specific offboarding plan may be needed.

To create a new offboarding plan, first navigate to Employees app ‣ Configuration ‣ Activity Plan. Click the New button in the upper-left corner, and a blank plan form loads.

在表格中输入以下信息：

• Plan Name: the specific name for the plan.

• Model: This field specifies where this plan can be used. In this case, in the Employees app. This field is not able to be modified.

• Department: if left blank (the default setting) the plan is available for all departments. To make the plan department-specific, select a department using the drop-down menu.

Next, add the various steps for the plan by clicking Add a line at the bottom of the listed activities in the Activities To Create tab, and a blank Create Activities pop-up window appears.

Enter the following information in the pop-up window:

• Activity Type: Using the drop-down menu, select the specific activity to be scheduled. The default options are Email, Call, Meeting, To-Do, or Upload Document. If the Sign app is installed, a Request Signature option is available.

• Summary: Enter a short description for the step.

• Assignment: Using the drop-down menu, select the person assigned to perform the activity. The default options are: Ask at launch, Default user, Coach, Manager, and Employee. If the Fleet app is installed, a Fleet Manager option is available.

  注解

  The selection for the Assignment role is in relation to the employee. If Coach is selected, the employee’s coach is assigned to the activity.

  If Default user is selected, an Assigned to field appears. Using the drop-down menu, select the user who will always be assigned this activity.

• Interval: Configure the fields in this line to determine the due date of the activity. Enter a number in the first field, then, using the drop-down menus in the following two fields, configure when the due date should be created; (#) of days, weeks, or months, either Before Plan Date or After Plan Date.

When the Create Activities for is completed, click Save & Close if there are no other steps to add, or click Save & New to add more steps, as needed.

Example

A company specializing in after-school art programs has two separate offboarding plans, one for the teachers working in the field, and one for office workers.

The offboarding plan for the teachers is set for the Art Program Teachers department, and includes specialized tasks relating to those jobs. These include ensuring all art supplies are catalogued and returned, all student feedback forms are turned in, and all access badges and keys for the various locations are returned.

Launch offboarding plan

After an employee has given notice (typically two weeks) or once the company has decided to terminate the working relationship with the employee, the offboarding plan should be launched. Navigate to the Employees app and click on the departing employee profile. Click the Launch Plan button, and a blank Launch Plan pop-up window loads.

Using the drop-down menu, select the desired offboarding plan in the Plan field. Then, using the calendar selector, set a date in the Plan Date field. This is typically the day the employee gave notice, but any date can be selected.

The right-side of the Launch Plan pop-up window displays all the steps in the selected plan, grouped by what was selected in the Assignment fields for the various plan steps.

Once the Plan and Plan Date fields are configured, click the Schedule button, and Odoo schedules everything in the plan, according to their respective due dates. All scheduled activities appear in the chatter of the employee profile.

员工存档

In Odoo, when an employee leaves the company they must be archived. This step should be done after the employee has been fully offboarded. To archive an employee, first navigate to the Employees app. From here, locate the employee who is leaving the company, and click on their employee card.

加载员工表单，显示员工的所有信息。点击左上角的 :icon:`fa-gear :guilabel:`齿轮 (gear)` 图标，出现一个下拉菜单。点击 存档，弹出 员工终止 窗口。

在表格上填写以下字段：

• 离职原因：从下拉菜单中选择员工离职的原因。默认选项为：

  • 已解雇：当员工被解雇且公司已发出通知时，请选择此选项。

  • 已辞职：当员工不再希望继续受雇，并已发出通知时，请选择此选项。

  • Resigned: Retired: Select this option when the employee is retiring.

  • 成为自由职业者：当员工不再为公司工作，而是成为自由职业者时，请选择此选项。

  • Mutual Agreement: Select this option when both parties have agreed to terminate their working relationship.

• 合同结束日期：使用日历选择器，选择员工为公司工作的最后一天。

• 详细原因：在此字段中输入员工离职的简短描述。

• 关闭活动：勾选每种活动类型旁边的复选框，以关闭或删除与之相关的任何打开的活动。建议勾选适用的**全部**复选框。可用选项有：

  • 考评：取消合同结束日期后的所有评估。

  • 合同：应用当前合同的结束日期。

  • 公司车辆：删除员工当前公司车辆的司机，并 :ref:` 分配下一个司机<fleet/new_vehicle/new-driver>`（如适用）。

  • Equipment: unassigns the employee from any assigned equipment.

• HR Info: Tick the checkbox next to Send Access Link to send a download link to the employee’s personal email address, containing all their personal HR files.

• Private Email: This field appears if the HR Info checkbox is ticked. If there is a private email listed on the employee profile, this field is automatically populated. If no private email address is on their record, enter the private email address for the employee.

表格填写完成后，点击 应用。员工记录将被存档，带有个人文件下载链接的电子邮件将发送到员工的私人电子邮件地址（如已选择），员工表单的右上角会出现红色的 已存档 条幅。聊天记录会记录 离职日期 和 离职原因 以及是否通过电子邮件发送了访问链接。

注解

在尝试发送人力资源文件访问链接时，可能会弹出 无效操作 窗口，显示以下错误信息：

员工相关用户和私人电子邮件必须设置为使用 “发送访问链接” 功能：（员工姓名）。

如果出现此错误，请点击 关闭 关闭弹出窗口，然后在 解雇员工 弹出窗口中勾选 发送访问链接 复选框以取消选择。

点击 应用 将员工存档，并关闭弹出的 解雇员工 窗口中的选定活动，返回员工表单。

Once the employee form, ensure the following fields are populated:

• Private Information tab: Ensure an email address is entered in the Email field.

• HR Settings tab: Ensure a Related User is selected in the corresponding field.

After the necessary information is entered, resend the HR documents access link

Send HR documents access link

If the access link was not sent when first archiving the employee on the Employee Termination form, it can be sent after the employee is archived at any point.

员工存档后，在主 员工 应用程序仪表板上将不再可见。要查看已存档的员工，请导航至 员工应用程序 仪表板，然后点击搜索栏中的 （向下箭头） 以显示下拉菜单。在 筛选项 列底部选择:guilabel:已存档，然后点击离开下拉窗口以关闭它。

现在，只有已存档员工才会出现在仪表板上。点击所需的员工，打开其员工表单。在该表单中，点击左上角的 :icon:`齿轮`（齿轮） 图标，然后从出现的下拉菜单中点击 发送人力资源文档访问链接。聊天记录会显示链接已发送。