OmniApproval™ - Recognition & Discipline Approvals (HR)
by Viindoo
| Lines of Code | 929 |
| Technical name | viin_hr_recognition_discipline_approval |
| License | OPL-1 |
| Website | https://viindoo.com/apps/modules/18.0/viin_hr_recognition_discipline_approval |
| Read description for | v 17.0 |
| Required Apps | Discuss (mail) Employees (hr) |
| Included Dependencies | Viindoo Base OmniApproval™: One platform. Every approval. Advanced HR Management Recognition & Discipline (HR) Safe IR Metadata Proxies |
Recognition and discipline decisions that go through Approvals
Select decisions and submit them for approval: one request with one line per decision, the decisions following the request - to approve, approved, refused or cancelled.
OmniApproval™ - Recognition & Discipline Approvals (HR) (technical name viin_hr_recognition_discipline_approval) is an Odoo 18.0 app for Odoo Community and Odoo Enterprise and Viindoo Cloud, built for manager, approver, hr.
At a Glance
The facts of OmniApproval™ - Recognition & Discipline Approvals (HR), version 0.1.2, in one place. Published by Viindoo.
How It Works
Select decisions; Actions > Get Approved; confirm the request.
The request
Two decisions under one request, To Approve.
The lines
One line per decision with type and amount.
The wizard
Selected decisions as source records.
The decision
Its request and approval state.
What You Get
Recognition & Discipline approval type, multi-record
Decision type, campaign and badge on request and lines
Get Approved from the decisions list
Decision state follows the request
Recognition / Discipline buttons on the request
Request and approval state on the decision
More Screens
Everything below was taken on a database seeded with real business data, on this series - not a mock-up and not a screenshot from an older version.
Decisions from the request
The approval type
Requests
What This App Does Not Do
Read this before you buy. Everything below is something the app deliberately leaves to another app or to you.
Create the decision first, then Get Approved.
Set the manager on the employee.
The badge follows the decision.
Works Well With
Apps from the same stack, built to fit this one:
Who Should Use OmniApproval™ - Recognition & Discipline Approvals (HR)?
Manager
Submits a round of decisions.
Approver
One request for the quarter.
HR
The approved decisions land ready.
Frequently Asked Questions
What does OmniApproval™ - Recognition & Discipline Approvals (HR) do?
Select decisions and submit them for approval: one request with one line per decision, the decisions following the request - to approve, approved, refused or cancelled.
What does OmniApproval™ - Recognition & Discipline Approvals (HR) not do?
The type is source-only: requests start from decisions. Create the decision first, then Get Approved. The submitter needs a direct manager when the type requires one. Set the manager on the employee. No separate approval for badges. The badge follows the decision.
Who is OmniApproval™ - Recognition & Discipline Approvals (HR) for?
Manager: Submits a round of decisions. Approver: One request for the quarter. HR: The approved decisions land ready.
Which Odoo version and editions does it support?
Odoo 18.0 - Odoo Community, Odoo Enterprise, Viindoo Cloud. Upgrades to a newer Odoo series are a separate purchase for that series.
What does it depend on?
It installs on top of: viin_approval, viin_hr_recognition_discipline. Odoo installs them with it.
How do I set it up?
Select decisions; Actions > Get Approved; confirm the request.
What works well with it?
Recognition & Discipline (viin_hr_recognition_discipline): The decisions. Approvals (viin_approval): The routing.
Can I try it before buying?
Yes - the Live Preview button at the top of this page opens the module's own screen on a working database.
How do I get support?
Write to apps.support@viindoo.com with your Odoo version and the technical name viin_hr_recognition_discipline_approval; pre-sales questions go to sales@viindoo.com.
See OmniApproval™ - Recognition & Discipline Approvals (HR) in Action
Live demo: v18demo-int.viindoo.com
Need help with OmniApproval™ - Recognition & Discipline Approvals (HR)?
For questions, implementation support or a custom feature, contact Viindoo.
Pre-Sales & Partnership
sales@viindoo.comUpgrades to a newer Odoo series are a separate purchase for that series.
All Viindoo apps: Viindoo Apps
Technical Requirement
Changes log
0.1.2 - Latest on the 17.0 line
- Aligned with the 17.0 models and views.
OmniApproval™ - Recognition & Discipline Approvals (HR)
For HR officers, Recognition & Discipline administrators, approvers and approval administrators.
Note
Extends OmniApproval™ - see its documentation for roles, approvers, snapshots and every other engine feature. This guide only describes what the Recognition & Discipline approval type adds.
Note
Extends Recognition & Discipline - see its documentation for decision types, campaigns and badges.
Overview
Recognition and disciplinary decisions should take effect only after the right people have agreed. The module adds one approval type to every company, Recognition & Discipline, and links it to the decisions:
- Submitting a request for approval moves its decisions from Draft to To Approve.
- Approving the request approves the decisions.
| Role | What they do | Access right to assign |
|---|---|---|
| HR officer | Prepares the decision and asks for its approval. | Recognition & Discipline: Officer |
| Recognition & Discipline administrator | Approves decisions. An approver must hold this right for the approval to approve the decisions. | Recognition & Discipline: Administrator |
| Approver | Decides on the requests that reach them. | Team Approver or Officer |
| Approval administrator | Adjusts the Recognition & Discipline type. | Administrator (Approvals) |
The Team Approver, Officer and Administrator rights of approvals are described in the Roles and Access Rights section of the OmniApproval™ guide.
Setup (for the Administrator)
- Go to Apps, search for OmniApproval™ - Recognition & Discipline Approvals (HR) and click Install.
- Open Approval > Configuration > Approval Types. Each company now has an approval type named Recognition & Discipline, ready to use.
- Give each person the access right of their role under Settings > Users & Companies > Users.
The type asks the employee's manager for the first approval step and names no approver. Who approves, and in how many steps, is yours to decide: add approvers to the type as described in the Approvers section of the OmniApproval™ guide. Give the Recognition & Discipline: Administrator right to each person who approves.
The Overview menu of Recognition & Discipline opens the approval types of the company.
What the Recognition & Discipline type adds
One request can hold several decisions: each decision is one line of the request, under the Recognition & Discipline Decision tab, and a request needs at least one. The type is used from the decision itself; it does not create decisions of its own.
Each line shows the decision's Ref., Date, Employee and Employees, Department, Description, Amount, Recognition/Discipline Decision Type, Emulation Campaign and Gamification Badge. The decision type is mandatory; the department, description, campaign and badge are optional. The request header offers the same fields for the values the lines share.
The request has two smart buttons, Recognition and Discipline, which count and open its decisions of each kind.
The decision form keeps only its status bar, Draft and To Approve: the decision moves through approval from the request, and its Approval Request field links to the request.
Using the approval
Submitting a decision (HR officer)
- Open the decision under Recognition & Discipline > Operations > Recognition or Discipline.
- Click Actions > Get Approved.
- Check the approval type and the decision shown in the Submit for Approval window.
- Click Create Approval Request.
Select several decisions in the list to put them in one request; see Attaching to an Existing Request in the OmniApproval™ guide to add a decision to a request that already exists.
The request opens in Draft. Click Submit to send it to the approvers: its decisions move to To Approve.
Approving the request (Approver)
Open the request and click Approve. When the last required approval is given, the request is Approved and its decisions that are To Approve become Approved; the badge of a decision, when it has one, is granted to the beneficiaries. A decision that was Refused becomes Approved the same way.
Only a Recognition & Discipline administrator can approve decisions. When the person who approves does not hold that right, the message Only a Recognition & Discipline Administrator can approve, refuse or cancel a decision. is shown: give the right to the approvers of the type, as described in Setup.
Refusing, cancelling and resetting
Refusing, cancelling or resetting a request to Draft leaves its decisions as they are. The decisions are not refused or cancelled with the request; they stay in the state they had, and an administrator handles them from the Recognition & Discipline application. The general behaviour of these actions is described in the Cancelling, Refusing and Resetting to Draft section of the OmniApproval™ guide.
No lock on the decision
Approval never blocks changes to the decision by itself. See the Business Documents section of the OmniApproval™ guide to add a block.
This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file).
You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one).
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