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Odoo 19 Employees workflow: hire, contract, org chart, skills

We are a growing logistics company in Jeddah and hire several people every month. Each time, HR sends emails to IT for a laptop, to admin for a badge, and to the manager for training, and things get forgotten.

Is there a way in Odoo 19 to launch a standard onboarding checklist when a new employee is created, with tasks assigned to different people and due dates?

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Yes. Odoo 19 uses activity plans for this. A plan is a list of activities, each with a responsible person and a deadline, that you launch from the employee record in one click.

  • In Employees, open Configuration and find the activity plans, where you can edit the default onboarding plan or create a new one.
  • Add one line per task, such as prepare laptop, issue badge and first-week training, choose the activity type and set the delay after launch.
  • For each line, set the responsible as the employee's manager, a specific user such as the IT officer, or the employee.
  • Open the new employee record and use the launch plan action, then select the onboarding plan.
  • Follow progress from the activities view, which shows overdue items by person.

Create a similar offboarding plan for leavers, covering equipment return, access removal and final settlement, so both ends of the employee lifecycle are controlled.

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