离职流程

当员工离职时，制定一份 离职计划 非常重要，以确保所有必要的步骤都得到执行，例如归还设备、撤销业务系统访问权限、填写人力资源表格、进行离职面谈等等。根据公司的不同，可能会有几种为特定部门或分部配置的离职计划，其要求和步骤与主要的离职计划有所不同。

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.

查看离职计划

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 Employees app ‣ Configuration ‣ Onboarding / Offboarding. Click Offboarding to view the detailed offboarding plan form.

离职计划步骤

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.

• 收回人力资源材料：经理必须收回人力资源部门要求的所有文件和材料。建议与人力资源部门核对，以确保此步骤所需的一切都已完成。

修改离职计划

默认的离职计划是最低限度的，因此可以根据任何公司的离职需求进行修改。每家公司都有不同的要求，因此有必要在离职计划中添加所需的步骤。

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 Employees app ‣ Configuration ‣ Onboarding / Offboarding, 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.

要添加新步骤，请点击 要创建的活动`选项卡中列出的活动底部的 :guilabel:`添加一行，弹出空白的 创建活动`窗口。在弹出窗口中输入所有信息，如果没有其他步骤要添加，请点击 :guilabel:`保存并关闭；如果需要更多步骤，请点击 保存并新建。

配置离岗计划的所有所需步骤。

制定离职计划

有些公司可能需要为某些部门制定特定的离职计划。在这种情况下，可能需要制定新的针对特定部门的离职计划。

To create a new onboarding plan, navigate to Employees app ‣ Configuration ‣ Onboarding / Offboarding. 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.

在表格中输入以下信息：

• 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.

Enter the following information in the pop-up window:

• 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.

• Summary: Enter a short description for the step.

• 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.

  注解

  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.

• Interval: Configure the fields in this line to determine the due date of the activity. Enter a number in the first field, then, using the drop-down menus in the following two fields, configure when the due date should be created; (#) of days, weeks, or months, either Before Plan Date or After Plan Date.

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

一家主营课后艺术课程的机构，可配置两套独立的离职管理计划 —— 一套适用于一线授课教师，另一套适用于办公室职员。

教师的离职计划是为 艺术项目教师 部门制定的，其中包括与这些工作相关的专门任务。其中包括确保所有艺术用品都编入目录并归还，所有学生反馈表都上交，以及所有出入证和各个地点的钥匙都归还。

启动离职管理计划

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 Employees app 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.

员工存档

在 Odoo 中，员工离职时必须将其*存档*。这一步骤应在员工完全*离职后*进行。要将员工存档，首先要前往 员工应用程序。在此找到即将离开公司的员工，然后点击其员工卡。

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.

在表格上填写以下字段：

• 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.

• 离职原因：从下拉菜单中选择员工离职的原因。默认选项为：

  • 已解雇：当员工被解雇且公司已发出通知时，请选择此选项。

  • 已辞职：当员工不再希望继续受雇，并已发出通知时，请选择此选项。

  • Retired: Select this option when the employee is retiring.

  注解

  If a new departure reason is needed, a new one can be created. Close the Employee Termination pop-up window, and navigate to Employees app ‣ Configuration ‣ Departure Reasons. Click the New button, and a blank line appears at the bottom of the list. Enter the new reason, and click Save.

• 合同结束日期：使用日历选择器，选择员工为公司工作的最后一天。

• 详细原因：在此字段中输入员工离职的简短描述。

• 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.

注解

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.