How to Work with Onboarding & Offboarding Plans in Employee Module – Odoo 18 (Enterprise)
Introduction:
Managing employee onboarding and offboarding efficiently is crucial for every organization. In Odoo 18 Enterprise, the Employee module provides structured Onboarding and Offboarding Plans to automate tasks, assign responsibilities, and track progress when employees join or leave the company.
In this blog, we will explain how to configure and use onboarding and offboarding plans step-by-step.
What is an Onboarding & Offboarding Plan?
An Onboarding Plan helps manage tasks when a new employee joins, such as:
* Creating user login access
* Allocating laptop and assets
* Assigning training sessions
* Document collection
An Offboarding Plan helps manage exit procedures like:
* Asset return
* Access removal
* Exit interview
* Final settlement processing
These plans ensure nothing is missed during employee transitions.
Step 1: Create an Onboarding Plan
Go to Employees
Click on Configuration → Activity Plans. It will display both Onboarding and Offboarding plans
Click Create
Fill the following details:
* Activity Type
Specifies the kind of task to be created (e.g., To-Do, Call, Meeting).
* Summary
A brief description of the task to be performed.
* Assignment
Defines who the activity is assigned to (Manager, Employee, or specific role).
* Assigned To
The exact user responsible for completing the activity.
* Interval Unit
Sets when the activity is scheduled (number of days before or after the plan date).
* Trigger
Determines when the activity is created (Before or After the plan date).
Step 2: Add Activities to the Plan
Under the plan, add activities such as:
* Create system access (Assigned to IT Manager)
* Issue ID card (Assigned to HR)
* Provide laptop (Assigned to Admin)
* Schedule orientation session
For each activity:
* Define responsible user
* Set deadline rules
* Add instructions
* Save the plan.
How to Create an Offboarding Plan
The process is similar to onboarding.
Step 1: Create Offboarding Plan
* Go to Employees → Configuration —> Activity —> Offboarding Plans
* Click Create
* Activity Type
Defines the type of exit task to be created (e.g., To-Do, Call, Meeting).
* Summary
Brief description of the offboarding activity to be completed.
* Assignment
Specifies who the task is assigned to (Manager, Employee, or a role).
* Assigned To
The responsible user who must complete the offboarding task.
* Interval Unit
Sets the timing of the task (number of days before or after the employee’s exit date).
* Trigger
Determines when the task is created (Before or After the plan date).
Benefits of Using Onboarding & Offboarding Plans
Using structured plans in **Odoo 18 Enterprise provides:
* Clear task assignment
* Reduced manual errors
* Proper documentation
* Better compliance
* Improved employee experience
* Standardized HR processes
Real-Time Example
Imagine a company hiring 10 new employees in one month. Instead of manually tracking each task, HR can:
* Assign a predefined onboarding plan
* Automatically create activities
* Track completion status
* Ensure all departments complete their tasks
Conclusion
The Onboarding and Offboarding Plans feature in Odoo 18 Enterprise helps organizations automate employee lifecycle management. By configuring structured plans, companies can ensure smooth employee transitions, improved accountability, and efficient HR operations.
Implementing this feature not only saves time but also enhances organizational discipline and professionalism.