Employee & Contact Configuration
Enhance Employee - Work & Private Contacts - User relationship and strengthen private contact confidentiality
| Environment: Enterprise |
Employee & Contact Configuration
Enhance Employee - Work & Private Contacts - User relationship and strengthen private contact confidentiality
| Environment:Enterprise |
STORY BEHIND THE FEATURES
ODOO'S FUNCTIONS
Odoo allows you to link a profile to a user. It also allows you to link two addresses (working and private) per employee without any integration between these 3 potential profiles and/or addresses.
cluedoo'S FUNCTIONS
Your employee has a work contact (<Your Company>, <Employee name>) with the potential to add an Odoo user as well as a private contact.
Cluedoo formalizes this organization by linking the work contact to the user profile, whether any user linked to the employee already exists or needs to be created.
On the private contact side, Cluedoo adds some required private information and strengthens the access with a specific access right to provide more confidentiality.
MODULE+
Useful for HR Officers to better understand and configure employee profiles vs user profiles in Odoo. It allows for more control in the confidentiality of private information for all employees.
CLUEDOO RECOMMENDATION
Install on 100% of your database with any HR modules.This module strongly helps the configuration of Employee - User - Contact, which is not well configured within Odoo Standard.
OUR FEATURES AS SOLUTIONS
Configure the Personal Information of an Employee
HOW TO USE THIS MODULE
1
When we create a new employee and set the name, it will also automatically set the last name and first name.
2
We have the Related User field where we can designate a user profile to the employee profile.
3
4
When we set the Date of Birth, it will automatically set the age in years and months.
5
We also have a family member section with information to fill out such as name, address, phone number, and the relation to the user.
6
We can also set an Alternative Contact.
Related Partner
If we create the user first, then create the employee, the address of the employee will automatically be updated per the user information. This can be seen under the Work Information > Work Contact field in the employee profile.
