All-in-One Employee Records (Visa, Awards, Family, Insurance)

Name: All-in-One Employee Records (Visa, Awards, Family, Insurance)
Brand: ECOSIRE
SKU: odoo-all-in-one-employee-records

Recursos Principais

Visa & document sub-records on the employee form: visa/permit type, number, issue and expiry dates, issuing country, and file attachment, stored in a dedicated One2many child model of hr.employee.

Awards and recognition log capturing award name, category, date, reason and issuing manager, with a smart-button count and a chatter trail on each entry.

Family and dependent details (spouse, children, next-of-kin) with relationship, date of birth, contact and an insured/eligible flag for benefits linkage.

Insurance and benefits records: policy provider, policy number, coverage type, premium, start/end dates and covered dependents, kept per employee.

Contract history sub-record that complements native hr.contract, logging role, grade, start/end and salary-change context as an auditable timeline.

Training and certification history: course, provider, completion date, certificate expiry and attachment, so upskilling is visible on the profile.

Probation tracking with confirmation date and an @api.depends compute that flags employees whose probation window is closing.

Social and personal profile fields (emergency contacts, languages, personal identifiers) grouped into clean notebook pages so nothing clutters the main form.

Computed expiry alerts: days-to-expiry compute fields on visa, insurance and certificate records, color-coded in list views for at-a-glance risk.

Scheduled action (ir.cron) plus automated actions that email HR a configurable number of days before any visa, probation or policy expiry.

QWeb PDF reports: a full per-employee dossier and a filterable expiring-documents roster for audits and renewals.

Role-based security via ir.model.access.csv and record rules — HR officers see all, managers see their team, employees optionally see their own read-only view; family/insurance data restricted to HR.

Search, group-by and filter views across every record type (e.g. group visas by expiry month, filter awards by year) using standard Odoo list, kanban and search views.

XML-RPC / JSON-RPC ready: all new models and fields are exposed for external reporting, BI tools or integrations with no extra API layer.

Feito sob encomenda, pronto para você

Sem configuração por conta própria — um app funcional criado, instalado e com suporte da ECOSIRE.

Você faz o pedido

Comece com um preço único de desenvolvimento. Definimos o escopo com você no início.

Nós criamos e instalamos

A ECOSIRE cria, configura e instala no seu Odoo.

No ar + suporte

Você entra no ar em cerca de 2–4 semanas, com um período de suporte pós-lançamento.

Sobre este Produto

Odoo's stock HR app gives you a solid employee profile, but the moment your team needs to track work-visa expiry, log an employee-of-the-month award, record dependents for insurance, or keep a signed history of contracts and training, you end up scattering that data across spreadsheets, attachments and someone's inbox. All-in-One Employee Records is a build-to-order Odoo module that ECOSIRE designs, builds, installs and supports for you — extending the native hr.employee model into a genuine 360 master record without ripping out anything Odoo already does well.

This is not an instant download from apps.odoo.com. It is a purpose-built extension that our Odoo engineers scope against your policies, develop in a clean addon (its own __manifest__.py, models/, views/ and security/ directories), test on a copy of your database, and deploy to your Odoo 17, 18 or 19 instance — Community or Enterprise. Typical delivery is 2 to 4 weeks from kickoff, depending on how many record types and validation rules you need.

Under the hood we add dedicated One2many child models to hr.employee — for example a visa/document line model, an awards log, a family/dependent model, and insurance and benefit records — each with its own fields, compute methods (@api.depends for things like days-to-expiry), and smart-button counters on the employee form. New notebook pages in the employee view (XML/OWL) keep everything inside the profile HR already uses, so there is no second system to learn. Access is governed the Odoo way: ir.model.access.csv for CRUD rights plus record rules so, for instance, a line manager sees only their team while HR sees everyone. Sensitive family and insurance data can be locked to an HR-officer group.

Because it is real Odoo, everything you build is reportable and automatable: QWeb PDF reports for a full employee dossier or a visa-expiry roster, automated actions and scheduled crons that email HR before a visa or probation date lapses, and full XML-RPC / JSON-RPC exposure so the same data feeds your reporting stack or a third-party app. ECOSIRE hands over the complete, commented source, applies it to your staging first, trains your team, and stands behind it with a support and bug-fix window after go-live.

O que você ganha

Complete, commented Odoo addon source — __manifest__.py, models/, views/ (XML/OWL), security/ir.model.access.csv, record rules and QWeb report templates — delivered in a git repository you own.

Deployment to your staging/copy database first, then a scheduled cutover to production on your Odoo 17, 18 or 19 instance (Community or Enterprise).

Configuration of security groups, record rules and the expiry-alert cron/automated actions to match your HR policies.

Data setup assistance: import templates and a one-time load of existing visa, insurance and dependent data from your spreadsheets where provided.

Admin and end-user documentation covering the new notebook pages, reports, alerts and access model.

A live training session for your HR and admin users, with the recording handed over.

A post-launch support and bug-fix window (scoped at kickoff) plus a compatibility check when you upgrade to a newer Odoo minor version.

Para quem é isso

HR Manager building a single source of truth

Wants every employee fact — visa, contract, family, insurance, training — inside one Odoo profile instead of five spreadsheets, so audits, renewals and reporting stop depending on tribal knowledge.

HR Officer / People Ops administrator

Handles day-to-day record-keeping and needs fast data entry, attachment storage and automatic reminders before a visa or probation date lapses, without asking IT for a custom report every time.

Compliance & operations lead in a multi-national or GCC workforce

Manages a workforce with work permits and visas that expire on rolling schedules and must prove, on demand, that every document is current — needs expiry dashboards, dossier PDFs and role-restricted access to sensitive dependent and insurance data.

Como All-in-One Employee Records (Visa, Awards, Family, Insurance) se compara

Critério	ECOSIRE	Construção personalizada	Concorrente
360 employee record (visa, awards, family, insurance, training) in one profile	Incluído	Suporte parcial	Suporte parcial
Automated visa / probation / policy expiry alerts (ir.cron + automated actions)	Incluído	Suporte parcial	Suporte parcial
Role-based access to sensitive dependent & insurance data (record rules)	Incluído	Suporte parcial	Suporte parcial
Scoped and built to your exact HR policies and fields	Incluído	Incluído	Não incluído
QWeb dossier & expiring-documents PDF reports included	Incluído	Suporte parcial	Suporte parcial
Tested on a staging copy before touching live data	Incluído	Suporte parcial	Não incluído
Full commented source in a repo you own + upgrade compatibility check	Incluído	Incluído	Não incluído
Dedicated post-launch support & bug-fix window from the builder	Incluído	Suporte parcial	Suporte parcial

Perguntas frequentes sobre All-in-One Employee Records (Visa, Awards, Family, Insurance)

How long does delivery take, and is this an instant download?

This is a build-to-order module, not an instant apps.odoo.com download. After a short scoping call, typical delivery is 2 to 4 weeks depending on how many record types (visa, awards, family, insurance, training, probation) and validation rules you need. We build in a clean addon, test on a copy of your database, then schedule the production cutover with you. You never install unverified code on live data.

What support and updates do I get after go-live?

Every engagement includes a post-launch support and bug-fix window, agreed at kickoff, during which we resolve any defect in the delivered code at no extra charge. You receive the full commented source in a git repo you own, so nothing is locked away. When you move to a newer Odoo minor version we run a compatibility check, and larger enhancements or new record types can be scoped as follow-on work.

Which Odoo versions and editions does it work with?

We build for Odoo 17, 18 and 19, on both Community and Enterprise. The module extends the native hr.employee model rather than replacing it, so it sits alongside the standard HR app and any Enterprise HR features you already use. Tell us your exact version at kickoff and we target it precisely.

Will this conflict with Odoo's native HR app or my existing customizations?

No. It is an additive extension: we add One2many child models, new fields, notebook pages and reports to hr.employee using standard inheritance, and never overwrite core behavior. Native features like hr.contract, time-off and payroll keep working. If you already run other HR customizations, we review them during scoping so the new addon coexists cleanly.

How is sensitive data like family and insurance details kept private?

Access follows the Odoo security model. We define groups in ir.model.access.csv for CRUD rights and add record rules so managers see only their team while HR officers see everyone. Sensitive models — family/dependents and insurance — can be restricted to an HR-officer group so ordinary managers and employees cannot read them. We configure these rules to match your internal policy during setup.

Can this data feed our reporting tools or other systems?

Yes. Because it is real Odoo, all new models and fields are exposed over Odoo's XML-RPC and JSON-RPC APIs, so BI tools, dashboards or third-party apps can read them without a separate integration layer. You also get QWeb PDF reports (employee dossier, expiring-documents roster) out of the box, plus standard list/group-by views for ad-hoc analysis inside Odoo.