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  1. Courses
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  3. Offboarding
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Home └Human Resources └Offboarding

Human Resources

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  • Manage your employees
    • Employees Basics 40 xp
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Offboarding

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In this video, learn how to say goodbye to an employee by creating automated tasks in an offboarding plan. **Check out more Odoo tutorials** - Employees Basics: https://www.youtube.com/watch?v=X0oPzFw8JpI -Onboarding: (add after it is filmed) - HR playlist: https://www.youtube.com/playlist?list=PL1-aSABtP6ABNDUa_QiLKmocEDoPULeTi **App documentation** - Empoloyees doc: https://www.odoo.com/documentation/18.0/applications/hr/employees.html -Offboarding doc: https://www.odoo.com/documentation/18.0/applications/hr/employees/offboarding.html **See what Odoo can do for you!** - Schedule a demo: demo - Start a free trial: trial

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1. Where can I find the offboarding plan details?
Going to the ‘Employees’ app and navigating to ‘Configurations’ > ‘Activity Plans’ Going to the ‘Employees’ app and navigating to ‘Configurations’ > ‘Settings’ Going to the ‘Employees’ app and navigating to ‘Configurations’ > ‘Templates’ Going to the ‘Employees’ app and clicking ‘Launch Plan’ on the employee form
2. How do I archive an employee?
Click ‘Archive’ on the ‘Employees’ dashboard, then select the employee On the employee form, click the ‘Gear’ icon, then click ‘Archive’ View employee cards in the Kanban view, then drag the employee into the ‘Archived’ column I cancel their contract
3. How do I view archived employees?
Type the employee's name in the search bar Both archived and unarchived employees appear in the default ‘Employees’ dashboard Select the filter ‘Archived’ in the search bar It is not possible to view archived employees
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