diff --git a/content/applications/hr/employees.rst b/content/applications/hr/employees.rst index 2aca9e7a7..7365da4f3 100644 --- a/content/applications/hr/employees.rst +++ b/content/applications/hr/employees.rst @@ -13,5 +13,6 @@ Odoo *Employees* organizes a company's employee records, contracts, and departme employees/new_employee employees/departments + employees/certifications employees/offboarding employees/retention_report diff --git a/content/applications/hr/employees/certifications.rst b/content/applications/hr/employees/certifications.rst new file mode 100644 index 000000000..f05608b5a --- /dev/null +++ b/content/applications/hr/employees/certifications.rst @@ -0,0 +1,117 @@ +============== +Certifications +============== + +When jobs require specific knowledge, it is necessary to track employee certifications to ensure the +necessary knowledge and certifications are in place. + +Certifications include classes, tests, professional seminars, and more. There are no restrictions in +terms of what type of certification records can be added in Odoo. + +.. important:: + To access the *Employee Certifications* report, the **Surveys** app **must** be installed. + +View certifications +=================== + +To view a full list of all employee certifications, navigate to :menuselection:`Employees app --> +Reporting --> Certifications`. + +All certifications appear in a list view, grouped by employee. Each certification entry displays the +following: + +- :guilabel:`Employee`: the employee's name, along with their avatar image. +- :guilabel:`Name`: the title of the certification. +- :guilabel:`Validity Start`: when the employee received the certification. +- :guilabel:`Validity End`: when the certification expires. +- :guilabel:`Certification`: the corresponding course in the **Surveys** app that was completed by + the employee, if applicable. + +The entries are also color-coded. Current certifications that are still valid appear in black, +expired certifications appear in red, and certifications that are going to expire within the next +90 days appear in orange. + +.. image:: certifications/certifications.png + :align: center + :alt: The list of employee certifications. + +.. important:: + **Only** certification records with the *Display Type* set to *Certification* on their + :ref:`certification form ` appear on the :guilabel:`Employee + Certifications` report. All other certifications appear in the resume section of the + :doc:`employee form `. + +View certifications by expiration status +---------------------------------------- + +When managing a large number of employees with a variety of certifications, it can be difficult to +determine which employees need to keep necessary certifications current in the default list view. In +this scenario, it is beneficial to view the certifications by expiration status. + +To do so, navigate to :menuselection:`Employees app --> Reporting --> Certifications`. Next, click +the :icon:`fa-caret-down` :guilabel:`(down arrow)` in the search bar, then click :guilabel:`Add +Custom Group`, revealing a drop-down menu. Click :guilabel:`Expiration Status`, then click away from +the drop-down menu to close it. + +After doing so, all the certifications are organized by status, starting with :guilabel:`Expired` +certifications, then certifications that are :guilabel:`Expiring` soon (within the next 90 days), +and lastly, certifications that are still :guilabel:`Valid`. + +This view provides an easy way to see which employees have certifications that are going to expire +soon, to determine which employees need to take action to keep their certifications current. + +.. image:: certifications/status.png + :align: center + :alt: The list of employee certifications, grouped by status. + +.. _employees/certifications-form: + +Log a certification +=================== + +To log a certification for an employee, navigate to :menuselection:`Employees app --> Reporting --> +Certifications`. Click :guilabel:`New`, and a blank certification form loads. Enter the following +information on the form: + +- :guilabel:`Title`: Enter a short description for the certification in this field. +- :guilabel:`Employee`: Using the drop-down menu, select the employee who received the + certification. +- :guilabel:`Type`: Using the drop-down menu, select the type of certification received. This field + determines where on the employee's resume the certification appears. To create a new + :guilabel:`Type`, enter the type in the field, then click :guilabel:`Create "type"`. + + The default options are: + + - :guilabel:`Experience`: Select this option to have the certification appear in the *Experience* + section of the *Resume* tab on the :doc:`employee form `. + - :guilabel:`Education`: Select this option to have the certification appear in the *Education* + section of the *Resume* tab on the :doc:`employee form `. + - :guilabel:`Internal Certification`: Select this option to have the certification appear in the + *Internal Certification* section of the *Resume* tab on the :doc:`employee form `. + - :guilabel:`Completed Internal Training`: Select this option to have the certification appear in + *Completed Internal Training* section of the *Resume* tab on the :doc:`employee form + `. + +- :guilabel:`Display Type`: Select the visibility of the certification in this field. The default + options are: + + - :guilabel:`Classic`: Select this option to have the certification appear in the *Resume* section + of the employee form, and **not** appear on the *Employee Certifications* report. + - :guilabel:`Course`: Select this option to have the certification appear in the *Resume* section + of the employee form, and **not** appear on the *Employee Certifications* report. Once this + option is selected, a :guilabel:`Course` field appears beneath the :guilabel:`Display Type` + field. Using the drop-down menu, select the course the employee took. The course is created in + the **Surveys** app. + - :guilabel:`Certification`: Select this option to have the certification appear in the *Resume* + section of the employee form, **and** appear on the *Employee Certifications* report. Once this + is selected, a :guilabel:`Certification` field appears beneath the :guilabel:`Display + Type` field. Using the drop-down menu, select the certification the employee took. + +- :guilabel:`Description`: Enter a description for the certification in this field. +- :guilabel:`Duration`: Click into the first field, and a calendar pop-over window appears. Click on + the start and end dates for the certification validity period. When the correct dates are + selected, click :icon:`fa-check` :guilabel:`Apply`, and both fields are populated. + +.. image:: certifications/osha.png + :align: center + :alt: A certification form filled out for an OSHA certificate for construction. diff --git a/content/applications/hr/employees/certifications/certifications.png b/content/applications/hr/employees/certifications/certifications.png new file mode 100644 index 000000000..5e0c0200c Binary files /dev/null and b/content/applications/hr/employees/certifications/certifications.png differ diff --git a/content/applications/hr/employees/certifications/osha.png b/content/applications/hr/employees/certifications/osha.png new file mode 100644 index 000000000..601463b61 Binary files /dev/null and b/content/applications/hr/employees/certifications/osha.png differ diff --git a/content/applications/hr/employees/certifications/status.png b/content/applications/hr/employees/certifications/status.png new file mode 100644 index 000000000..c5e6ce186 Binary files /dev/null and b/content/applications/hr/employees/certifications/status.png differ