Step-by-Step: Manage Employees in Odoo 18 HRMS
Managing employee data efficiently is crucial for the smooth functioning of any organization. With Odoo 18 HRMS, handling employee records has become more streamlined and user-friendly. Whether you’re an HR manager, business owner, or Odoo user, this step-by-step guide will help you understand how to add and manage employee records in Odoo 18.
In this blog, we’ll walk you through everything — from adding new employees to updating their profiles and managing their details — using Odoo 18 HRMS.
What is Odoo 18 HRMS?
Odoo 18 HRMS (Human Resource Management System) is an advanced and powerful module that helps businesses manage their entire workforce from one place. It includes features like employee management, attendance tracking, payroll integration, recruitment, appraisals, and more — all in one easy-to-use platform.
Now, let’s dive into how you can add and manage employees in Odoo 18.
Step-by-Step Guide to Add an Employee in Odoo 18 HRMS
Step 1: Go to the Employees Module
- Login to your Odoo 18 dashboard.
- Click on the “Employees” module under your main dashboard.
This is where you’ll find all the existing employee records and options to manage them.
Step 2: Click on “Create” to Add a New Employee
- Once inside the Employees module, click on the “Create” button (usually found at the top left corner).
- A new blank form will open for you to input employee details.
Step 3: Fill in the Basic Information
Here, you will enter the main employee details:
- Name – Full name of the employee.
- Job Title – The position or designation.
- Work Email – Official email address.
- Phone Number – Contact number.
- Department – Assign the department where the employee belongs.
- Manager – Select the manager or reporting authority.
Make sure all the details are entered correctly to avoid errors in reports or workflows.
Step 4: Add Work Information
Switch to the “Work Information” tab:
- Work Address – Company address or office location.
- Working Hours – Define the working schedule or shift.
- Time Zone – Set the employee’s time zone (especially useful for remote teams).
Step 5: Add Private Information
Now, go to the “Private Information” tab to fill personal details:
- Nationality
- Date of Birth
- Gender
- Bank Account Number
- Passport/ID Number
These are important for payroll, verification, and compliance purposes.
Step 6: Save the Record
After filling all required details:
- Click on the “Save” button at the top.
- Your new employee is now successfully added to Odoo 18 HRMS.
How to Manage Employee Records in Odoo 18 HRMS
After adding employees, it’s essential to manage and update their records regularly. Here’s how you can do that:
Editing Employee Information
- Go to the Employees module.
- Search and select the employee you want to update.
- Click the “Edit” button.
- Make the necessary changes.
- Click “Save.”
This helps when an employee changes roles, departments, or contact details.
Uploading Documents
You can upload documents such as resumes, ID proofs, and contracts:
- Open the employee profile.
- Use the “Attachments” feature (paperclip icon) to upload documents.
- This keeps all records safe and centralized.
Deactivating an Employee
If someone leaves the organization:
- Go to their profile.
- Click “Action” → “Deactivate.”
- This removes them from active lists without deleting their data.
Track Performance and Attendance
With the integration of modules like Appraisals, Attendances, and Leaves, you can:
- View attendance records.
- Approve or reject leave requests.
- Schedule appraisals.
- Track time-off and working hours.
All from within the employee’s profile.
Why Use Odoo 18 HRMS to Manage Employees?
Here’s why Odoo HRMS is a great choice for your business:
- Centralized employee database
- User-friendly interface
- Automated HR workflows
- Integration with Payroll, Attendance, Leaves, and more
- Cloud-based and secure
- Scalable for any business size
Final Thoughts
Managing employee records shouldn’t be a headache. With Odoo 18 HRMS, you get a simple, yet powerful system to handle your workforce efficiently. From adding new employees to updating personal data and tracking performance, Odoo 18 does it all — with ease.
Whether you’re just starting with Odoo or looking to upgrade your HR operations, this guide will help you navigate the employee management process confidently.
Need Help with Odoo 18 HRMS Implementation?
Let the experts help you.
Odiware Technologies Pvt. Ltd. is a trusted Odoo partner that offers complete Odoo ERP solutions including Odoo HRMS implementation, customization, and support.
- Mail Us: sales@odiware.com
- Contact us at: +91 86608 65440
- Visit: www.odiware.com
