How to Set Up Email Notifications for HRMS Events in Odoo

As an HR professional, it can be challenging to keep track of every important event—employee birthdays, leave approvals, meeting reminders, and countless other tasks. Missing just one of these could lead to miscommunication or even dissatisfaction among employees. But here’s the good news: Odoo HRMS takes the burden off your shoulders.

With Odoo HRMS, you don’t have to rely on sticky notes, spreadsheets, or your memory. This smart system knows when to send timely reminders and notifications to the right people. It’s like having a personal assistant that ensures nothing slips through the cracks. So, let’s dive into the step-by-step guide to configure email notifications in Odoo HRMS and make your HR tasks stress-free!

Step-by-Step Guide to Setting Up Email Notifications in Odoo HRMS

Step 1: Enable the Email Integration

Navigate to Settings:
Log in to your Odoo dashboard and head over to Settings.
Activate Email Integration:
Under the Email section, enable the email gateway. Ensure your SMTP server is set up correctly. This is crucial for Odoo to send notifications.

Step 2: Create an Email Template

Access Email Templates:
Go to Settings > Technical > Email > Templates.
Create a New Template:
- Click on Create and give your template a clear name, like “Meeting Reminder” or “Leave Approval Notification.”
- Use dynamic fields, such as {{ object.employee_name }}, to make your emails more personalized and professional.
Design Your Email:
Write an engaging message for your recipients, keeping it clear and concise.
Save the Template:
Hit Save once you’re happy with your email design.

Step 3: Set Up Automated Actions

Navigate to Automated Actions:
Go to Settings > Technical > Automation > Automated Actions.
Create a New Action:
- Click on Create to define an automated action.
- Choose the relevant Model (e.g., Leave Requests or Employee Birthdays).
- Set the Trigger Condition, like “On Approval” for leave requests.
Link Your Email Template:
In the Action To Do section, select Send Email and attach the template you created earlier.
Test and Save:
Test your setup by performing a sample action, then save it when everything works as expected.

Step 4: Fine-Tune and Test Your Notifications

Perform actions that trigger the notifications, such as approving a leave request or scheduling a meeting.
Confirm that emails are sent to the correct recipients with accurate content.

How Odoo HRMS Solves HR Challenges

With Odoo HRMS, you no longer have to worry about keeping track of every single HR event. Here’s why this system is a game-changer:

Automation at Its Best: Sends reminders and notifications automatically, reducing manual work.
Accurate and Timely Communication: Ensures no important event goes unnoticed, keeping employees informed and happy.
Customizable Solutions: You can personalize notifications to match your company’s tone and culture.

Odoo HRMS not only saves time but also brings a level of professionalism to your HR operations that employees will appreciate.

Why Choose Odiware for Odoo Implementation?

At Odiware Technologies, we don’t just implement Odoo—we make it work for your business. Our team specializes in tailoring Odoo solutions to meet the unique needs of businesses, ensuring a seamless experience from start to finish.

Here’s why businesses trust Odiware:

Expert Implementation: Our certified professionals make sure your Odoo system is set up perfectly.
End-to-End Support: From installation to troubleshooting, we’ve got you covered.
Customized Solutions: We understand your challenges and deliver solutions that solve them effectively.

Contact Odiware

📞 Phone: +91 86608 65440
📧 Email: sales@odiware.com
🌐 Website: www.odiware.com

Take the first step towards automating your HR processes with Odoo HRMS. Reach out to Odiware today and experience the difference!