Why Employee Onboarding Matters
A structured onboarding process helps new hires:
- ✅ Feel welcomed and informed
- 🚀 Get productive faster
- 📋 Complete required documents and training
- 📈 Boost retention and job satisfaction
Odoo 17 allows you to automate this process, reduce manual tasks, and improve employee experience right from day one.
Setting Up Onboarding Plans in Odoo
Start by designing your onboarding workflow:
- 🗂️ Create an internal project (e.g., "New Hire Onboarding")
- 📌 Add stages like Orientation, Training, Setup, Review
- 📋 Define standard tasks or milestones
You can link onboarding plans to job positions or departments for automation.
Assigning Onboarding Tasks to Departments
Use the Project or Planning module to assign responsibilities:
- 💻 IT: Laptop, email setup, software access
- 📂 HR: Policy handbook, tax forms, bank info
- 👥 Manager: Introductions, goal setting
- 📅 Admin: Workspace setup, ID badge, tour
Each task can have a deadline, assignee, and internal notes.
Creating Onboarding Checklists
Use onboarding checklists to ensure consistency:
- 🧾 Assign checklist templates to new hires
- 🖋️ Mark tasks as complete per employee
- 🔁 Duplicate and reuse for future hires
You can manage checklists in the Notes, Tasks, or Studio app depending on your setup.
Tracking Onboarding Progress
Managers and HR can monitor onboarding status:
- 📊 View task completion rates
- 📅 Track pending items and overdue steps
- 🧠 Record feedback and notes in the employee profile
All onboarding activity is centralized in the employee's record — ensuring accountability and clarity.
Automating Emails and Document Requests
Use Odoo Studio or Email Templates to:
- 📨 Send welcome emails and onboarding instructions
- 📁 Request document uploads (IDs, certificates, tax info)
- 🔔 Trigger reminders for incomplete tasks
This keeps onboarding smooth, professional, and hands-free for your team.
Conclusion
Odoo 17 makes onboarding faster, smarter, and more human. You can standardize your new hire process, keep everyone on track, and give employees a confident start — without chasing paperwork or to-dos.
Want help building an automated onboarding system in Odoo? Let our HR tech experts design it for you.
