When using HR, there are a couple of partners involved per employee: The employee's work address, the employee's private address and the partner assigned to the employee's user (if any). The latter is used to store some data about the user, like the email address. In many cases, it would be more convenient to edit this data from the employee record. This module assumes you assign a (different) partner for the work address to every employee, and synchronizes its values with the employee record. Then you should use this partner record also for the user record. When assigning an existing user, the module will replace this user's partner with the current work address's partner.
As it would be problematic to have work addresses pointing to the company's partner with this module, all employees are updated with either a new partner as work address in case they are not linked to a user, or with the user's partner otherwise. This may take some time if you have a lot of employees. For existing work addresses, the partner's data win, so if your employee as ha different email/phone number/image than the corresponding partner, those fields will be overwritten - but only if it is set in the partner.
After installation, updating an employee's work_email, work_phone, mobile_phone and image fields transparently changes the linked partner's appropriate field and vice versa. For obvious reasons, the default for the work address being the company's address has been lifted. Partners created through the work address field will have the employee-flag set, and the partner_id field on the user record filters for this flag.
When creating a user, you can select the existing partner record for your employee, so it will be updated transparently too. Creating a user via the user field in the employee form preselects this partner record.
- Holger Brunn <[email protected]>
- Icon courtesy of http://www.picol.org (refresh.svg) and https://github.com/odoo/odoo/blob/8.0/addons/hr/static/description/icon.png
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