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04 / HR workflow

Employee Lifecycle Workflow

Connected employee records, documents, contracts, requests, transfers, promotions, renewals, and clearance into a traceable HR lifecycle.

Status
Implemented and supported
Odoo version
Odoo 14
My role
Techno-functional design, custom module development, data controls, reports, access rules, and support.

Business need

Employee changes were spread across separate records and documents. HR needed a controlled lifecycle where each approved change could update the employee profile without losing history or responsibility.

How it works

  1. 01

    Maintain the employee profile

    Keep identity, job, department, project, contract, documents, and employee-service information connected.

  2. 02

    Raise an employee change

    Start a document, transfer, promotion, renewal, or other lifecycle request with its reason and effective date.

  3. 03

    Validate and approve

    Responsible users review required fields, supporting documents, policy conditions, and approval responsibility.

  4. 04

    Apply the approved change

    Update the appropriate employee, contract, assignment, benefit, or document record only after approval.

  5. 05

    Retain the history

    Keep the original request, approvers, dates, documents, and change outcome available for later review.

  6. 06

    Complete clearance

    Review outstanding employee items and required actions before the lifecycle is formally closed.

What I built

  • I extended the employee profile with connected contracts, documents, requests, approvals, history, and operational counters.
  • I developed employee document requests, attachment requirements, previews, approval actions, and controlled outputs.
  • I implemented transfer, promotion, benefit-change, renewal, and related employee-change workflows.
  • I connected approved changes with the correct employee, department, job, project, contract, and effective-date information.
  • I supported clearance and departure-related processes with outstanding-item and document visibility.

Modules covered

  • Employees
  • Contracts
  • Employee Documents
  • Employee Requests
  • Departments and Job Positions
  • Projects
  • Transfers
  • Promotions and Benefit Changes
  • Renewals
  • Clearance

What I supported

  • I resolved profile, access, approval, document, contract, transfer, and historical-data issues.
  • I repaired inconsistent employee-change data while preserving approved records and effective dates.
  • I prepared controlled module upgrades and verified their effect with HR users.

Technical deliverables

  • Connected employee profile and lifecycle records
  • Document request and preview workflows
  • Transfer, promotion, renewal, and clearance controls
  • Role-based access and approval history
  • HR reports and printable documents
Next workflowPayroll & Workforce Workflow