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Employee Document Management in Odoo

Document Management System to manage your employee documents and employee will be able to access own documents
February 11, 2017 by
Employee Document Management in Odoo
Turkesh Patel
| 1 Comment

Manage Employee Documents – A Simple DMS for Your HR Records

Contracts, IDs, certificates, offer letters – every employee comes with a stack of documents, and keeping them in physical files or scattered folders makes them hard to find and easy to lose. This module lets you scan and upload documents straight to the right employee in Odoo, keeps them organised in one place, and gives each employee access to their own documents only. A simple, paperless way to manage HR records.


What Does This Module Do?

This module adds a simple document management system (DMS) for employee records to Odoo. A DMS is used to track, manage and store documents in digital form so you can cut down on paper, and standard Odoo doesn’t include one for HR. With this module you upload documents directly against the employee they belong to – scan a contract or certificate and attach it to that person’s record – so every file lives with the right employee. Documents are accessible from the employee form via a dedicated link, and organised in their own list and form views. Each employee can see only their own documents, keeping personal records private.

Why Do You Need It?

Every employee generates paperwork – contracts, ID proofs, qualifications, signed policies – and managing it in physical files or loose digital folders is slow, error-prone, and a compliance risk. Documents get misfiled, copies pile up, and when you actually need a specific file you have to go hunting for it. Keeping paper records also means physical storage, wear and tear, and no easy way to control who can see what. A dedicated DMS solves all of that: documents are stored digitally against the right employee, easy to locate from the employee record, and protected so staff only see their own files. You reduce paper, keep sensitive HR records organised and private, and always know where an employee’s documents are. It’s a small module that removes a persistent HR headache.

When Should You Use This Module?

This module is for any organisation that manages employee paperwork in Odoo and wants it stored digitally, in order, and against the right person. It’s ideal for HR teams still relying on physical files or ad-hoc folders, for growing companies that need to keep employee records organised as headcount rises, and for any business that wants to go paperless with its HR documentation while keeping personal files private. If you store employee contracts, IDs, and certificates and struggle to keep them tidy or secure, this gives you a straightforward home for them. It builds on Odoo Employees, so it slots into your existing HR setup without disruption.

How This Module Works in Practice

Setup needs no technical knowledge and no configuration – just install it and the document management is ready. Open an employee’s record and you’ll find their documents right there, with a link to view them. To add a file, scan or upload it and attach it to the employee it belongs to; it’s then stored against that person and listed in the documents views for easy browsing. Employees see only their own documents, so personal records stay confidential. Immediately usable from the moment you install, it replaces physical files and scattered folders with clean, per-employee digital storage.

Product Screenshots

Employee documents shown on the employee form view

Employee Form – an employee's documents shown directly on their record

Link to open documents from the employee form view

Document Link – open an employee's documents straight from their form

Employee documents list view

Documents List – browse stored documents in one organised view

Employee document form view

Document Form – full detail of an individual document, attached to its employee

Key Benefits at a Glance

A DMS for HR: store and manage employee documents digitally, which standard Odoo doesn't offer.

Attached to the right employee: scan and upload documents directly against the employee they belong to.

Easy to find: documents open straight from the employee form and are organised in list and form views.

Private by default: each employee can access only their own documents.

Ready out of the box: no technical knowledge or configuration needed – just install and use.

Ready to get started?

Install the module and go live in minutes — or reach out and we’ll tailor it to your exact HR workflow.

Have a question or need help? Write to us at [email protected]

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