Employee Checklist (Onboarding Plans)

This edition connects document checklists to the activity plans of the Employees app so each onboarding or offboarding step becomes a scheduled activity. It keeps Entry and Exit progress on the employee and lets activities close checklist items. It depends on the Employee Documents module and Mail. The benefit is a guided process where nothing is forgotten and progress is visible.

1. 1

   Maintain the checklists

   Under the Checklists menu HR lists entry and exit items with a sequence. Each is an employee.checklist with chatter and activities. Demo items are Education, Salary and Experience certificates.

   • Menu: Checklists
   • Field: Sequence
2. 2

   Link items to activity plans

   Plan templates of the Onboarding and Offboarding plans carry entry and exit checklist items. HR chooses which checklist a template step covers. Deleting a checklist that is in use is blocked with an error.

   • Model: mail.activity.plan.template
   • Delete protection
3. 3

   Schedule a plan for an employee

   From the employee HR launches the plan through the schedule wizard. The module copies the checklist selection to the created activities. Each activity shows a Checklists page.

   • Wizard: mail.activity.schedule
   • Activity page: Checklists
4. 4

   Complete the activity

   When the activity is closed the dialog action updates the employee checklist selection. Entry and exit progress recalculate. The employee list shows the new progress.

   • Action: close dialog
   • Progress recalculated
5. 5

   Read the progress on the employee

   The employee form gets a Checklist tab with Entry and Exit groups and the two progress fields. The tree and kanban views show the same figures. Documents link back to their checklist name.

   • Tab: Checklist
   • Fields: entry_progress, exit_progress

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