오프보딩¶
직원 퇴사 시 따를 수 있는 체계적인 오프보딩(퇴사 계획) 을 수립하는 것은 매우 중요하며, 여기에는 장비 반납, 비즈니스 시스템 접근 권한에 대한 취소, 인사 관련 서류 작성, 퇴사 면담 등 모든 필수 단계를 준수할 수 있도록 합니다. 회사에 따라 특정 부서나 사업부에 맞게 다양한 퇴사 계획이 수립될 수 있을 수 있으며, 기본 퇴사 계획과 요구 사항 및 단계가 다를 수 있습니다.
In addition to an offboarding plan, the employee record must be updated to reflect their departure, log the reason why they left, and close any open activities associated with the employee.
오프보딩 계획 보기¶
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.
오프보딩 계획 절차¶
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). The default steps are:
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.
오프보딩 계획 수정¶
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 , 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.
새로운 단계를 추가하려면 생성할 활동 탭에서 활동 하단에 있는 줄 추가 를 클릭합니다. 그러면 새 활동 만들기 팝업창이 나타납니다. 팝업창에 모든 내용을 입력한 후, 추가할 단계가 없으면 저장 후 닫기 를 클릭하고, 추가 단계가 필요할 경우에는 저장 후 새로 만들기 를 클릭합니다.
오프보딩 계획에 필요할 만한 모든 단계를 구성합니다.
오프보딩 계획 생성¶
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 onboarding plan, navigate to . Click the New button in the upper-left corner, and a blank Employee Plans form loads.
Enter the Plan Name, and select the Department using the drop-down menu. This creates a plan exclusively for that department.
Add the various offboarding activities by clicking Add a line in the Activities To Create tab, and configure each activity.
다음과 같은 내용을 양식에 입력하세요.
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.
팝업 창에 다음 내용을 입력합니다:
Activity Type: Using the drop-down menu, select the specific activity to be scheduled. The default options are To-Do, Email, Call, Meeting, Document, or Certifications. If the Sign app is installed, a Signature option is available.
요약: 단계 설명을 간략하게 입력합니다.
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.
참고
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.
간격: 해당 줄에 대한 환경설정을 통해 활동의 마감일을 지정합니다. 첫 번째 필드에 숫자를 입력한 후, 다음 두 필드의 드롭다운 메뉴를 활용하여 마감일 기간을 설정합니다. 일, 주 또는 월 단위로 (
#)에 숫자를 지정할 수 있으며, 해당 일 이전 또는 해당 일 이후 를 선택할 수 있습니다.
When the Create Activities form 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.
교사 퇴사 계획이 미술 프로그램 강사 부서를 대상으로 수립되었으며, 해당 직무와 관련된 전문적인 업무가 포함되어 있습니다. 여기에는 모든 미술 용품에 대한 목록 작성 및 반납 확인, 모든 학생 피드백 양식 제출, 그리고 각 근무지의 출입증 및 열쇠 반납 등의 업무가 포함됩니다.
오프보딩 계획 론칭¶
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.
The top of the screen displays a button for each available plan, as well as a button for the various available activities. Click the desired offboarding plan to select it. Then, using the calendar selector, set a date in the Due Date field. This is typically the employee’s last day, but any date can be selected.
The Plan Summary section of the Launch Plan pop-up window displays all the steps in the selected plan, along with the user icon for the person assigned to each activity.
Click the Schedule button, and Odoo schedules everything in the plan, according to their respective due dates.
직원 보관¶
Odoo에서는 직원이 회사를 퇴사할 경우 반드시 보관 처리를 해야 합니다. 이 과정은 직원이 완전히 퇴사 처리된 이후에 진행되어야 합니다. 직원을 보관하려면 먼저 으로 이동합니다. 여기에서 퇴사 대상 직원을 검색하여 직원 카드를 클릭합니다.
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.
다음과 같이 양식을 작성합니다.
Employees: The selected employee populates this field by default. Multiple employees can be archived at once by adding the additional employees to archive in this field.
Departure Reason: Select a reason the employee is leaving from the drop-down menu. The default options are:
Fired: Select this option when an employee is being let go, and the company has given notice.
Resigned: Select this option when the employee no longer wishes to be employed, and the employee has given notice.
Retired: Select this option when the employee is retiring.
참고
If a new departure reason is needed, a new one can be created. Close the Employee Termination pop-up window, and navigate to . Click the New button, and a blank line appears at the bottom of the list. Enter the new reason, and click Save.
Contract End Date: Using the calendar selector, select the last day the employee is working for the company.
상세 사유: 직원 퇴사에 대한 간략한 설명을 이 필드에 입력합니다.
Close Activities: Click the checkbox next to each type of activity to close or delete any open activities associated with it. It is recommended to click all checkboxes that are applicable. The available options are:
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.
Appraisals: Cancels all appraisals scheduled after the contract end date.
When the form is complete, click Apply. The employee record is archived, and a red Archived banner appears in the top-right corner of the employee form. The chatter logs the various details, including the Departure Date, Departure Reason, Contract End Date, the dates for the last work entries, and the employee version that was archived.
참고
If any issues exist that prevent Odoo from archiving the employee, the detailed reasons appear in
a red warning box in the Employee Termination pop-up window. The warning states The plan
"(Plan Name)" cannot be launched, then lists the various steps that must be done before
archiving the employee.