Step 1: Log in to Odoo HRMS

1. Open your web browser and go to your Odoo instance.
2. Log in with your admin credentials.

Step 2: Navigate to the Employee Module

1. From the Odoo dashboard, click on the Employees module.
2. Here, you can see a list of all employees within your organization.

Step 3: Select an Employee

1. Click on the employee for whom you want to assign a role.
2. This will open the employee profile, where you can manage various settings.

Step 4: Assign a User to the Employee

1. Under the HR Settings tab, locate the Related User field.
2. Select the appropriate user from the dropdown list. If the employee does not have an associated user, create one by clicking on Create and Edit.

Step 5: Assign a Role to the Employee

1. Go to Settings Users Companies Users.
2. Click on the user associated with the employee.
3. Under the Access Rights tab, you will see different roles and permissions.
4. Select the appropriate role for the employee. Some common roles include:
• Employee: Basic access to personal details and tasks.
• Manager: Access to department-related reports and approvals.
• HR Officer: Access to employee records, recruitment, and payroll.
• Administrator: Full control over the HRMS module.
5. Click Save to apply the changes.

Step 6: Verify Role Assignment

1. Log in as the employee to ensure they have the correct level of access.
2. If needed, adjust permissions to fit their job responsibilities.

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