HR Reminders

HR needs to remember birthdays, contract ends and other dates that live in different models. This module lets HR define a reminder by choosing a model, a date field and a period. It adds a reminder menu to the top bar and a Reminders configuration menu. The benefit is that important events surface automatically without building custom reports.

1. 1

   Open Reminders

   HR opens the Reminders menu and presses New. The form has a Title field and the reminder settings. Records are stored on hr.reminder per company.

   • Menu: Reminders
   • Field: Title
2. 2

   Choose the model and date field

   The user picks a Model and then a Field of type date from ir.model.fields. This decides which records the reminder watches. Any model with a date field can be used.

   • Fields: Model, Field
   • Any date field
3. 3

   Set the search rule

   The Search By selection offers Today and other date options with Reminder before in days. A date range uses Start Date and End Date, or a fixed Select Date. The rule decides when the record appears.

   • Fields: Search By, Reminder before
   • Fields: Start Date, End Date, Select Date
4. 4

   Set the reminder expiry

   A Reminder Expiry Date stops the reminder after a date. This avoids old reminders staying forever. A company rule limits it to the user company.

   • Field: Reminder Expiry Date
   • Company record rule
5. 5

   See reminders in the topbar

   A systray button shows the active reminders for the current user. Opening it lists the matching records with a link. Officers and administrators manage the records, users only read.

   • Systray: reminder menu
   • Access: officer, administrator, user

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