HR Management in Odoo 18
Odoo 18 provides a comprehensive HR suite with employee management, time off, attendance, expenses, and organizational tools. This guide covers the essential configuration steps for setting up your HR system.
Step 1: Install HR Modules
Navigate to Apps and install the modules you need:
- Employees (
hr) — Core employee management - Time Off (
hr_holidays) — Leave management - Attendances (
hr_attendance) — Check-in/check-out tracking - Expenses (
hr_expense) — Expense reporting and reimbursement - Skills (
hr_skills) — Employee skills and resume tracking
Step 2: Set Up Departments
Navigate to Employees > Departments:
- Create departments matching your organization structure
- Set parent departments for hierarchy
- Assign department managers for approval chains
Step 3: Create Job Positions
Go to Employees > Configuration > Job Positions:
- Define roles with descriptions and department assignments
- Set expected headcount for recruitment planning
Step 4: Create Employee Records
Navigate to Employees > Employees:
- Fill in work information: department, job position, manager, work location
- Complete private information: home address, bank account, identification
- Link to an Odoo user account via the Related User field
- Use tags for categorization
Step 5: Configure Time Off
Go to Time Off > Configuration > Leave Types:
- Create leave types (vacation, sick, personal)
- Set approval requirements
- Configure allocation types (fixed or accrual)
- Create allocations for employees
Step 6: Set Up Attendance
Navigate to Attendances > Configuration > Settings:
- Enable kiosk mode for self-service check-in
- Configure overtime tracking
- Set up badge or PIN authentication
Step 7: Configure Expenses
Go to Expenses > Configuration > Expense Categories:
- Create expense categories (travel, meals, mileage, supplies)
- Set default costs for fixed-rate expenses
- Configure approval workflows
Step 8: Organization Chart
The organizational chart is generated from the manager hierarchy:
- Ensure every employee has a manager assigned
- View the org chart from any employee record
- Use departments for organizational grouping
Key Differences from Odoo 19
- Odoo 19 adds overtime rulesets with configurable rules for attendance
- Odoo 19 includes homeworking-holiday integration (
hr_holidays_homeworking) - Core HR features — employees, time off, attendance, expenses — work the same across versions
- Bank account allocation wizard improvements are v19-specific