Skip to Content
Odoo Menu
  • Log ind
  • Prøv gratis
  • Apps
    Økonomi
    • Bogføring
    • Fakturering
    • Udgifter
    • Regneark (BI)
    • Dokumenter
    • e-Signatur
    Salg
    • CRM
    • Salg
    • POS Butik
    • POS Restaurant
    • Abonnementer
    • Udlejning
    Hjemmeside
    • Hjemmesidebygger
    • e-Handel
    • Blog
    • Forum
    • LiveChat
    • e-Læring
    Forsyningskæde
    • Lagerbeholdning
    • Produktion
    • PLM
    • Indkøb
    • Vedligeholdelse
    • Kvalitet
    HR
    • Medarbejdere
    • Rekruttering
    • Fravær
    • Medarbejdersamtaler
    • Anbefalinger
    • Flåde
    Marketing
    • Markedsføring på sociale medier
    • E-mailmarketing
    • SMS-marketing
    • Arrangementer
    • Automatiseret marketing
    • Spørgeundersøgelser
    Tjenester
    • Projekt
    • Timesedler
    • Udkørende Service
    • Kundeservice
    • Planlægning
    • Aftaler
    Produktivitet
    • Dialog
    • Godkendelser
    • IoT
    • VoIP
    • Vidensdeling
    • WhatsApp
    Tredjepartsapps Odoo Studio Odoo Cloud-platform
  • Brancher
    Detailhandel
    • Boghandel
    • Tøjforretning
    • Møbelforretning
    • Dagligvarebutik
    • Byggemarked
    • Legetøjsforretning
    Mad og værtsskab
    • Bar og pub
    • Restaurant
    • Fastfood
    • Gæstehus
    • Drikkevareforhandler
    • Hotel
    Ejendom
    • Ejendomsmægler
    • Arkitektfirma
    • Byggeri
    • Ejendomsadministration
    • Havearbejde
    • Boligejerforening
    Rådgivning
    • Regnskabsfirma
    • Odoo-partner
    • Marketingbureau
    • Advokatfirma
    • Rekruttering
    • Audit & certificering
    Produktion
    • Tekstil
    • Metal
    • Møbler
    • Fødevareproduktion
    • Bryggeri
    • Firmagave
    Heldbred & Fitness
    • Sportsklub
    • Optiker
    • Fitnesscenter
    • Kosmetolog
    • Apotek
    • Frisør
    Håndværk
    • Handyman
    • IT-hardware og support
    • Solenergisystemer
    • Skomager
    • Rengøringsservicer
    • VVS- og ventilationsservice
    Andet
    • Nonprofitorganisation
    • Miljøagentur
    • Udlejning af billboards
    • Fotografi
    • Cykeludlejning
    • Softwareforhandler
    Gennemse alle brancher
  • Community
    Få mere at vide
    • Tutorials
    • Dokumentation
    • Certificeringer
    • Oplæring
    • Blog
    • Podcast
    Bliv klogere
    • Udannelselsesprogram
    • Scale Up!-virksomhedsspillet
    • Besøg Odoo
    Få softwaren
    • Download
    • Sammenlign versioner
    • Udgaver
    Samarbejde
    • Github
    • Forum
    • Arrangementer
    • Oversættelser
    • Bliv partner
    • Tjenester til partnere
    • Registrér dit regnskabsfirma
    Modtag tjenester
    • Find en partner
    • Find en bogholder
    • Kontakt en rådgiver
    • Implementeringstjenester
    • Kundereferencer
    • Support
    • Opgraderinger
    Github Youtube Twitter LinkedIn Instagram Facebook Spotify
    +1 (650) 691-3277
    Få en demo
  • Prissætning
  • Hjælp

Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:

  • CRM
  • e-Commerce
  • Bogføring
  • Lager
  • PoS
  • Projekt
  • MRP
All apps
Du skal være registreret for at interagere med fællesskabet.
All Posts People Emblemer
Tags (View all)
odoo accounting v14 pos v15
Om dette forum
Du skal være registreret for at interagere med fællesskabet.
All Posts People Emblemer
Tags (View all)
odoo accounting v14 pos v15
Om dette forum
Hjælp

What is the process to offboard a User in Odoo? Is there a checklist of steps?

Tilmeld

Få besked, når der er aktivitet på dette indlæg

Dette spørgsmål er blevet anmeldt
useremployeeseparationoffboardresign
1 Svar
7291 Visninger
Avatar
Community Question

I know there are Users, Employees, Contacts ...


How do I ensure a User is properly off boarded when they separate and leave the Company and any outstanding documents assigned to them are re-assigned as needed to others?    

0
Avatar
Kassér
Avatar
Ray Carnes (ray)
Bedste svar

The process to off board a User will depend on which Apps you have installed as well as your Human Resources process for separating an Employee.


Background:

When a User (res.users model/document) is created, Odoo creates a Contact (res.partner model/document).

If you are using the Employee App, you would also normally create an Employee (hr.employee model/document).

Depending on other Apps installed, you may have many other documents linked to the User, Contact and/or Employee.


Steps:

1. The User gives access to logging in, so archiving that record is the first step. 

Note: Doing this frees up a slot for another User to be created without you needing to acquire an additional User license so we recommend doing this every time someone leaves and no longer needs login access to Odoo. All documents created by them will remain unchanged and still linked to them. Their name will no longer show in the selection drop down to be assigned to new documents.

2. You can find out which other documents are linked to Users by using the following Filter in the Settings --> Technical --> Database Structure --> Fields Menu (you will need Developer Mode to access this Menu):

You can then group by Model and see some of the common related documents that get assigned to Users:

The most common way a User is related to another Document is via the user_id field (one User) or user_ids field (one or more Users) in documents such as:

  • the Salesperson for a Customer or Vendor Contact
  • the Salesperson for a Lead/Opportunity
  • the Responsible (User) for a Budget
  • the User linked to an Employee
  • the Project Manager for a Project
  • the Responsible (User) for a Quality Check
  • the Approved by (User) for an ECO

By reviewing the list, you can understand if any documents linked to the User you archived need to be reassigned to others. Note that you do not have to change any historic documents (they can stay linked to the archived User) or any documents that don't need to be actively worked on by others.

Example: Only Purchase Orders that are not yet confirmed may need to be reassigned.

3. The second most common way a User is related to another Document is via the activity_user_id which is used when Activities are assigned.

You can actually review all uncompleted Activities in Odoo via the Settings --> Technical --> Discuss --> Activities Menu.

Use the following Custom Filter to find Activities Assigned to the User you archived:

You can then reassign them to other Users by opening then, or exporting and re-importing them.


4. You then repeat this same process for the Contact (res.partner) and Employee (hr.employee) records - which you may archive at different times.

Example: If you still have to conduct an Exit Interview with the Employee, you may elect to archive the Employee record after that is complete. If you still have to pay the Employee reimbursement for Expenses you may elect to archive the Contact record after that is complete.


Conclusion:

By reviewing the list of related documents that Users, Contacts and Employees are linked to (and updating this as you add new Apps) you can maintain a list of what does and does not need to be updated when an Employee leaves.


3
Avatar
Kassér
Enjoying the discussion? Don't just read, join in!

Create an account today to enjoy exclusive features and engage with our awesome community!

Tilmeld dig
Related Posts Besvarelser Visninger Aktivitet
Odoo14 Creating user automatically creates employee Løst
user employee
Avatar
Avatar
1
mar. 21
5905
Same user can be allocated to multiple employees!!!!
user employee
Avatar
Avatar
Avatar
Avatar
Avatar
4
mar. 15
12891
should a real employee be linked to the user Administrator?
user employee
Avatar
Avatar
Avatar
2
mar. 15
7528
Trying to create a res.user record in code
user employee custommodule
Avatar
Avatar
1
nov. 23
7011
How to link Employee to User for Timesheet to work properly? Løst
user employee timesheet
Avatar
Avatar
1
mar. 24
7786
Community
  • Tutorials
  • Dokumentation
  • Forum
Open Source
  • Download
  • Github
  • Runbot
  • Oversættelser
Tjenester
  • Odoo.sh-hosting
  • Support
  • Opgradere
  • Individuelt tilpasset udvikling
  • Uddannelse
  • Find en bogholder
  • Find en partner
  • Bliv partner
Om os
  • Vores virksomhed
  • Brandaktiver
  • Kontakt os
  • Stillinger
  • Arrangementer
  • Podcast
  • Blog
  • Kunder
  • Juridiske dokumenter • Privatlivspolitik
  • Sikkerhedspolitik
الْعَرَبيّة Català 简体中文 繁體中文 (台灣) Čeština Dansk Nederlands English Suomi Français Deutsch हिंदी Bahasa Indonesia Italiano 日本語 한국어 (KR) Lietuvių kalba Język polski Português (BR) română русский язык Slovenský jazyk slovenščina Español (América Latina) Español ภาษาไทย Türkçe українська Tiếng Việt

Odoo er en samling open source-forretningsapps, der dækker alle dine virksomhedsbehov – lige fra CRM, e-handel og bogføring til lagerstyring, POS, projektledelse og meget mere.

Det unikke ved Odoo er, at systemet både er brugervenligt og fuldt integreret.

Website made with

Odoo Experience on YouTube

1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.

Live support on Youtube
Watch now