Onboarding System Fundamentals¶
Estimated Time: 20 minutes Audience: HR Staff, Managers Prerequisite: Basic Odoo navigation, HR module access
Course Overview¶
| Lesson | Topic | Time |
|---|---|---|
| 1 | How Onboarding Works | 10 min |
| 2 | Managing Onboarding as HR/Manager | 10 min |
After completing these lessons, you'll be able to set up and track employee onboarding using the Odoo onboarding system.
Lesson 1: How Onboarding Works (10 min)¶
Learning Objectives¶
- Understand the onboarding system components
- Know what new hires see during onboarding
- Identify the key steps in the onboarding process
Onboarding Overview¶
The onboarding system guides new employees through their first days at Scott Recycling. It includes:
| Component | Purpose |
|---|---|
| Onboarding Playbooks | Step-by-step guides for new hires by role |
| Task Checklists | Track what's been completed (IT setup, training, paperwork) |
| Document Collection | Gather required employee documents |
| Training Assignments | Link to role-specific training materials |
The New Hire Experience¶
When a new employee starts, they'll work through:
- HR paperwork — Tax forms, direct deposit, emergency contacts
- IT setup — Computer, email, Odoo account, badge
- Role training — Training materials specific to their position
- Team introductions — Meet their team and manager
- System access — Get access to the Odoo modules they need
Lesson 2: Managing Onboarding as HR/Manager (10 min)¶
Learning Objectives¶
- Set up onboarding for a new employee
- Track onboarding progress
- Ensure all steps are completed
Setting Up Onboarding¶
- Open the Employees app
- Create or open the new employee record
- Navigate to the onboarding section
- Assign the appropriate onboarding playbook for their role
- Set deadlines for each onboarding step
Tracking Progress¶
Monitor onboarding completion from the employee record:
- Completed steps show with checkmarks
- Pending steps show the responsible person and deadline
- Overdue steps are highlighted for attention
First-Week Check-In
Schedule a check-in activity on the employee record for the end of their first week. This ensures nothing slips through the cracks.
Key Onboarding Steps by Role¶
| Role | Key Steps |
|---|---|
| CSR | CRM training, call queue walkthrough, phone system setup |
| Warehouse | Safety orientation, equipment training, inventory system access |
| Driver | DOT compliance, vehicle assignment, route training |
| Sales | Product knowledge, eCommerce platform access, pricing training |
What's Next?¶
- Read the full Onboarding System Guide for detailed configuration instructions
- Review the role-specific training paths in the Learning Paths section
- Set up onboarding playbooks for any roles that don't have one yet
Quick Reference¶
| Task | Where |
|---|---|
| View onboarding status | Employees app > Employee record |
| Assign playbook | Employee record > Onboarding section |
| Track completion | Employee record > Checklist view |
| Create training assignment | Link to training docs in onboarding steps |