feat(HR): Exit Interview and Employee Exits Report

[ruchamahabal]

Exit Interview

DocType to track Exit Interviews.

• Create an Exit Interview document for an employee who has resigned. The status will be Pending by default
• You can send the Exit Questionnaire from the document. Link it in the Exit Questionnaire section
• When the Interview is scheduled, set the Date and change status to Scheduled.
• You can record the interview summary.
• Change status to Completed. Final Decision can be recorded on completion (Employee Retained / Exit Confirmed)
• Submit. On submission, the Exit Interview Date will be updated in the Employee master

Exit Questionnaire

Since exit questionnaires will differ from company to company, it doesn't make sense to push it as a Standard DocType. HR can create a custom doctype with Web Form and set it in HR Settings

Button to send Exit Questionnaire

This will send an email to the employee with the Notification Template and the link to the Web Form (in HR Settings). A default email template is available: Exit Questionnaire Notification

Send Questionnaires in Bulk

Kapture.2021-12-06.at.10.09.23.mp4

Link Questionnaire

Once the questionnaire is filled up, HR can link the questionnaire in the Exit Interview document

Employee Exits Report

Report to give a Summary of Employee Exits

• Employee Details: Employee, Reports to, Date of Joining, Relieving Date, Department, Designation
• Exit Interview
• Interview Status (Pending/Scheduled/Completed)
• Final Decision (Employee Retained/Exit Confirmed)
• Full and Final Statement

Extra filters for:

• Interview Pending
• Questionnaire Pending
• Fnf Pending

Users can set up auto email reports on the above filters to make tracking easier.

Kapture.2021-12-06.at.10.18.10.mp4

Notification for Exit Interview reminder

Default Notification added to send a reminder 1 day before to the Employee and Assignees.

Docs:
https://docs.erpnext.com/docs/v13/user/manual/en/human-resources/human-resources-reports#5-employee-exits
https://docs.erpnext.com/docs/v13/user/manual/en/human-resources/exit-interview

• Docs
• Tests

[codecov]

Codecov Report

Merging #28741 (bb97309) into develop (b966c45) will increase coverage by 0.08%.
The diff coverage is 85.23%.

@@             Coverage Diff             @@
##           develop   #28741      +/-   ##
===========================================
+ Coverage    55.23%   55.31%   +0.08%     
===========================================
  Files         1122     1125       +3     
  Lines        66831    66980     +149     
===========================================
+ Hits         36913    37052     +139     
- Misses       29918    29928      +10     

Impacted Files	Coverage Δ
...it_interview_scheduled/exit_interview_scheduled.py	0.00% <0.00%> (ø)
...xt/setup/setup_wizard/operations/defaults_setup.py	0.00% <0.00%> (ø)
erpnext/hr/report/employee_exits/employee_exits.py	84.28% <84.28%> (ø)
...rpnext/hr/doctype/exit_interview/exit_interview.py	89.18% <89.18%> (ø)
.../setup/setup_wizard/operations/install_fixtures.py	92.99% <100.00%> (+0.09%)	⬆️
...wise_balance_history/batch_wise_balance_history.py	68.96% <0.00%> (-22.42%)	⬇️
...xt/stock/report/stock_analytics/stock_analytics.py	91.08% <0.00%> (-2.98%)	⬇️
erpnext/accounts/deferred_revenue.py	75.43% <0.00%> (-0.88%)	⬇️
erpnext/stock/report/stock_ledger/stock_ledger.py	75.60% <0.00%> (-0.82%)	⬇️
erpnext/stock/report/stock_ageing/stock_ageing.py	89.78% <0.00%> (-0.73%)	⬇️
... and 18 more

[ruchamahabal]

Not fixing sider suggestions related to the query builder. Not helpful.