Salida¶
Cuando un empleado abandona la empresa, es importante tener un plan de desvinculación para asegurar que se sigan todos los pasos necesarios, como devolver equipos, revocar el acceso a los sistemas empresariales, rellenar formularios de RRHH, realizar una entrevista de salida y más. Dependiendo de la empresa, puede haber varios planes de desvinculación diferentes, configurados para departamentos o divisiones específicos, que tienen requisitos y pasos diferentes del plan principal de desvinculación.
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.
Ver plan de desvinculación¶
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 . Click Offboarding to view the detailed offboarding plan form.
Pasos del plan de desvinculación¶
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.
Recuperar materiales de RRHH: El responsable debe obtener cualquier documento y material que requiera el departamento de RRHH. Se recomienda consultar con el departamento de RRHH para asegurar que todo lo necesario para este paso esté completado.
Modificar plan de desvinculación¶
El plan de desvinculación predeterminado es mínimo, para que se puedan hacer modificaciones que se adapten a las necesidades de desvinculación de cualquier empresa. Cada empresa tiene requisitos diferentes, por lo que es necesario añadir los pasos necesarios al plan de desvinculación.
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 , 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.
Para añadir un nuevo paso, haz clic en Añadir una línea al final de las actividades listadas en la pestaña Actividades a crear, y aparecerá una ventana emergente en blanco de Crear actividades. Introduce toda la información en la ventana emergente y luego haz clic en Guardar y cerrar si no hay más pasos que añadir, o haz clic en Guardar y nuevo si se necesitan más pasos.
Configura todos los pasos deseados para el plan de desvinculación.
Crear plan de desvinculación¶
Para algunas empresas, pueden ser necesarios planes de desvinculación específicos para algunos departamentos. Para estos casos, puede ser necesario un nuevo plan de desvinculación específico del departamento.
To create a new offboarding plan, first navigate to . Click the New button in the upper-left corner, and a blank plan form loads.
Proporcione la siguiente información en el formulario:
Plan Name: the specific name for the plan.
Modelo: Este campo especifica dónde se puede usar este plan. En este caso, en la aplicación de Empleados. Este campo no se puede modificar.
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.
Introduce la siguiente información en la ventana emergente:
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.
Resumen: Introduce una breve descripción del paso.
Asignación: Usa el menú desplegable para seleccionar la persona asignada a realizar la actividad. Las opciones predeterminadas son: Preguntar al iniciar, Usuario predeterminado, Coach, Responsable y Empleado. Si la aplicación Flota está instalada, está disponible la opción Responsable de flota.
Nota
La selección del rol Asignación es en relación al empleado. Si se selecciona Coach, el coach del empleado es asignado a la actividad.
Si se selecciona Usuario predeterminado, aparece un campo Asignado a. Usa el menú desplegable para seleccionar el usuario que siempre será asignado a esta actividad.
Intervalo: Configura los campos de esta línea para determinar la fecha de vencimiento de la actividad. Introduce un número en el primer campo y luego, usando los menús desplegables en los dos campos siguientes, configura cuándo debe crearse la fecha de vencimiento; (#) de días, semanas o meses, ya sea Antes de la fecha planificada o Después de la fecha planificada.
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
Una empresa especializada en programas de arte extraescolares tiene dos planes de salida separados, uno para los profesores que trabajan en el campo y uno para los trabajadores de oficina.
El plan de salida para los profesores está configurado para el departamento Profesores del programa de arte e incluye tareas especializadas relacionadas con esos trabajos. Estas incluyen asegurar que todos los materiales de arte estén catalogados y devueltos, que todos los formularios de retroalimentación de estudiantes sean entregados y que todas las tarjetas de acceso y llaves de las distintas ubicaciones sean devueltas.
Iniciar plan de salida¶
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 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.
Archivar un empleado¶
En Odoo, cuando un empleado deja la empresa debe ser archivado. Este paso debe realizarse después de que el empleado haya completado su salida. Para archivar un empleado, primero navega a la . Desde aquí, localiza al empleado que está dejando la empresa y haz clic en su ficha.
The employee form loads, displaying all their information. Click the (gear) icon in the top-left corner, and a drop-down menu appears. Click Archive, and an Employee Termination pop-up window appears.
Complete los siguientes campos del formulario:
Motivo de salida: Selecciona un motivo por el que el empleado se va del menú desplegable. Las opciones predeterminadas son:
Despedido: Selecciona esta opción cuando un empleado es despedido y la empresa ha dado el aviso.
Renunció: Selecciona esta opción cuando el empleado ya no desea estar empleado y el empleado ha dado el aviso.
Resigned: Retired: Select this option when the employee is retiring.
Became Freelance: Select this option when the employee is no longer working for the company, but is becoming a freelance worker instead.
Mutual Agreement: Select this option when both parties have agreed to terminate their working relationship.
Fecha de fin de contrato: Usa el selector de calendario para seleccionar el último día que el empleado trabaja para la empresa.
Motivo detallado: Introduce una breve descripción de la salida del empleado en este campo.
Close Activities: Tick the checkbox next to each type of activity to close or delete any open activities associated with it. It is recommended to tick all checkboxes that are applicable. The available options are:
Appraisals: cancels all appraisals scheduled after the contract end date.
Contract: applies an end date for the current contract.
Company Car: removes the employee as the driver for their current company car, and assigns the next driver, if applicable.
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.
When the form is complete, click Apply. The employee record is archived, an email with a download link to their personal documents is sent to the employee’s private email address (if selected), and a red Archived banner appears in the top-right corner of the employee form. The chatter logs the Departure Date and Departure Reason, and if an access link was emailed.
Nota
While attempting to send the HR documents access link, an Invalid Operation pop-up window may appear, displaying the following error message:
Employee’s related user and private email must be set to use «Send Access Link» function: (Employee Name)
If this error appears, click Close to close the pop-up window, then tick the Send Access Link checkbox to deselect it on the Employee Termination pop-up window.
Click Apply to archive the employee and close the selected activities on the Employee Termination pop-up window, returning to the employee form.
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.
After an employee is archived, they are no longer visible on the main Employees app dashboard. To view the archived employees, navigate to the dashboard, and click the (down arrow) in the search bar to reveal a drop-down menu. Select Archived, towards the bottom of the Filters column, then click away from the drop-down window to close it.
Now, only archived employees appear on the dashboard. Click on the desired employee to open their employee form. On this form, click the (gear) icon in the top-left corner, then click Send HR Documents Access Link from the resulting drop-down menu. The chatter logs that the link was sent.