Key Features
1. Training Assignment Management
Create and manage employee training requests.
Support multiple training sources: KPI Appraisal, Manager Request, and Compliance.
Manage training requirements for individual employees, departments, or all employees.
Configure training categories, trainers, venues, schedules, durations, and budgets.
Automatically calculate total training man-hours based on participant count and duration.
2. Approval Workflow
Manage training assignments through a structured workflow: Draft, Submitted, Approved, Ongoing, Completed, and Closed.
Assign designated approvers to review training requests.
Send automated email notifications to approvers when training requests are submitted.
Control stage transitions based on assigned approvers.
Use the Kanban view for convenient training assignment management.
3. Training Plan Management
Group approved training assignments into consolidated training plans.
Automatically populate eligible assignments based on date range and company.
Calculate total training sessions, participants, duration, man-hours, and budget.
Synchronize training plan status with scheduled dates.
Use the calendar view for visual training schedule management.
Generate sequential training plan references.
4. Attendance Tracking
Generate attendance sheets directly from training assignments.
Automatically populate trainee lists based on training requirements.
Record attendance for each participant using present and absent statuses.
Automatically calculate attendance totals.
Track facilitators and session durations.
5. Automated Email Notifications
Notify assigned approvers when training requests require approval.
Inform target employees about approved training sessions.
Send training details, including the training title, reference number, and schedule.
Send post-training survey invitations to participants.
6. Post-Training Feedback and Surveys
Integrate with Odoo Survey to collect participant feedback.
Send survey invitations after training completion.
Help HR teams evaluate training experiences and identify opportunities for improvement.
7. Automated Scheduling and Status Updates
Automatically synchronize training assignment statuses with scheduled dates.
Update training plans based on their start and end dates.
Use scheduled actions to maintain accurate training statuses.
8. User-Friendly Views and Navigation
Kanban views for managing training assignments by workflow stage.
Calendar views for planning and tracking training schedules.
Form views for maintaining detailed training information.
Statusbar indicators for quick visibility into workflow progress.
Description
The Training Needs Assessment module for Odoo 18 helps HR teams and management identify employee training requirements, manage training assignments, track skill development, and evaluate training effectiveness. It provides a structured workflow for handling training requests from identification through approval, scheduling, attendance tracking, and post-training feedback.
The module supports training needs originating from KPI appraisals, manager requests, and compliance requirements. HR teams can assign employees or departments, select internal or external trainers, schedule training sessions, manage budgets, and assign approvers through an organized approval workflow.
With integrated training plans, attendance management, automated email notifications, and survey-based feedback collection, the module helps organizations streamline employee development, improve training coordination, and monitor training activities more effectively.
Technical Information
Module Name: Training Needs Assessment
Technical Name: bs_training_assessment
Compatible Version: Odoo 18.0
License: LGPL-3
Dependencies: hr, hr_contract, survey
Publisher: ERP23 – Brain Station 23 PLC
Benefits
Streamlines employee training needs identification and management.
Improves coordination between HR teams, managers, approvers, and employees.
Simplifies training planning, scheduling, and budgeting.
Provides transparent approval workflows and attendance records.
Reduces manual work through automated notifications and status updates.
Supports continuous employee development through post-training feedback.
Specifications
| Versions | 17.0 |