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Advance Employee Portal

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Advance Employee Portal

Works for Both Internal and External/Portal Users

Any User you assigned/give access will have the App/Menu on Portal side

Thank You for choosing My Solution.

Once you install, you will get the below features:

Main Features ---> No Bankend Needed

Explore the key features available to Employees/Users from the portal

Employee Profile

Employee can view and edit OR add their Private Information, Resume,Experience, Skills.

Payroll

Employees can view all own Payroll and can download PaySlips seamlessly.

Attendance

Employees can check in, check out, and view attendance just like in backend.

Leaves / Time Off

Employees can view their time off records and request new leaves seamlessly.

Weekly Shift / Schedule

Employees can view and request shift schedules with an easy interface.

Tasks

Employees can view assigned tasks and update progress anytime.

Timesheet

Fill Timesheet under Project/Tasks.

Expenses

Employees can record and submit expenses for approval with ease.

Salesperson / Customer

Salesperson can view dashboard and create/update quotations directly from the portal.

CRM / My Leads

Create, View, Update and Track your Leads.

Configuration

  • Make sure the employee is linked with a portal user.
  • Go to employee profile --> HR Settings tab --> select the portal user.
  • Next, go to Settings --> Users & Companies --> click on Groups (developer mode activated).
  • Search or select these groups:
    • Custom Portal - Attendance Access
    • Custom Portal - CRM Access
    • Custom Portal - Expenses Access
    • Custom Portal - My Profile Access
    • Custom Portal - Payroll Access
    • Custom Portal - Sales Access
    • Custom Portal - Time Off Access
    • Custom Portal - Tasks Access
    • Custom Portal - Timesheet Access
    • Custom Portal - Weekly Schedule Access
  • Remember: only assigned group Apps/Menus will be visible to the user.
  • Add users in the order line as many as you want.
  • Now log in with the user to see the menu as below.
  • Below are the visuals of configuration.
  • How this all will work functionally please see the video below for each menu for step by step
  • To show the default Odoo portal for Customer/Vendors etc assign the below group to the their User
  • Custom Portal - Unhide Odoo Portal Apps Access
Employee Profile
Groups Settings
Choose Group
Select User
Portal Menu

    Note: For each one please find the video below. If need help OR support let me know.

Employee Payroll Portal Video

Module Demo Video

Click to watch on YouTube

My Time Off / Leaves Portal Workflow Video

Workflow Video

Click to watch on YouTube

Employee Attendance Portal Video

Module Demo Video

Click to watch on YouTube

Weekly Schedule Portal Workflow Video

Schedule Demo

Click to watch on YouTube

Expense Portal Workflow Demo Video

Expense Demo

Click to watch on YouTube

Projects Tasks Portal Workflow Demo Video

Tasks Demo

Click to watch on YouTube

My Sale Portal and Dashboard Portal Demo Video

Sales Demo

Click to watch on YouTube

Timesheet Portal Demo Video

Sales Demo

Click to watch on YouTube

CRM Portal Workflow Video

Workflow Video

Click to watch on YouTube

Employee Profile Portal Workflow Video

Workflow Video

Click to watch on YouTube

Specifications

Version 15.0, 16.0, 17.0, 18.0, 19.0