How to Create Badges & Challenges in Odoo 17

CelineGeorge1 977 views 14 slides Sep 05, 2024
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About This Presentation

Odoo 17 offers a built-in "Employees" module that allows us to implement a gamification system using badges and challenges to motivate and recognize our employees' achievements.


Slide Content

How to Create Badges & Challenges in Odoo 17 Enterprise

Introduction Enterpr ise Odoo 17 offers a built-in "Employees" module that allows us to implement a gamification system using badges and challenges to motivate and recognize our employees' achievements. This slide provides a functional guide on how to create and manage b adges and challenges in Odoo 17.

Enterprise Enable the Gamification Module First, ensure that the gamification module is installed and enabled in our Odoo instance. We can check this by going to Settings → Apps and searching for the "Gamification" module. If it's not installed, we can install it from there.

Enterprise 2. Cr eate Badges Go to Employee → Configuration → Badges Click on New to create a new badge Fill in the details such as Name, Description, Allowance to Grant, Monthly Limit,Level(Gold,Silver, Bronze) and Rewards. We can also specify the Goal for which the badge will be awarded. Set the badge's Image and other relevant fields Save the badge

Enterprise

Enterprise 3. Create Challenges Challenges in the Gamification module define the conditions or objectives that employees need to achieve to earn badges or points. Go to Employee → Configuration → Challenges Click on Create to create a new challenge Fill in the Name, User domain to assign challenges, Period of automatic goal assignment, Responsible, start date and end date etc.

Enterprise

Enterprise Add the goal definitions in the Goals tab.

Enterprise Assign the relevant Reward to the goal

Enterprise We can suggest this challenge to users in the Subscription section of the Advanced tab. In the Notification Messages section, we can set the report frequency, report template, and select the user group to receive a copy of the report.

Enterprise

Enterprise 4. Assign Goals and Badges to Employees Go to Employees → Employees Open an employee record In the Received badges tab, we can assign specific goals and badges to the employee

Enterprise 5. Track Progress and Achievements Employees can view their assigned goals, progress, and earned badges in their user profile As an administrator, we can track employee progress and achievements through the Gamification app.

For More Info. Check our company website for related blogs and Odoo book. Check our YouTube channel for functional and technical videos in Odoo. Enterprise www.cybrosys.com