conectoresERP User guide

Guide / Copilot for Odoo / Read

Human resources

HR queries: who's who in the company, who's on vacation and what time off there is in a given period.

ReadAll Copilot plans

Requirements

PlanCopilot for Odoo: Pro, Team or Business.
Permission in Conectores ERP«Permitir» (Allow) or «Bloquear» (Block). By default, Permitir (whatever the «Lectura» (Read) group is set to).
Your Odoo userThe Employees app (for employees) and the Time Off app (for vacations and time off) installed. To see full employee records, Employees: Officer (hr.group_hr_user); without that group, Odoo only shows the public directory data. For time off, you see what your Time Off role lets you see.

Tools

Search employees

Searches employees by name, department or job position. Tool: search_employee.

Search time off

Searches vacations and time off by person and dates. Tool: search_holidays.

Troubleshooting

Quoted text is exactly what the app shows, in Spanish, followed by what it means. When the Copilot can't propose something, it explains why in the chat, in its own words.

What you seeWhyWhat to do
The Copilot says there's no time off modelThe Time Off app isn't installed in your Odoo.Install it in Odoo, or block the tool in Permisos (Permissions).
The Copilot says it can't find data that you can see in OdooYour personal connection uses a different Odoo user, or the data belongs to a company that isn't active for your user.In Ajustes (Settings), check which user you're connected with.
The Copilot says your Odoo user can't read a modelYour Odoo user doesn't have read access to that app.Ask whoever manages your Odoo for that app's group.
The Copilot doesn't use a toolAn admin set it to Bloquear (Block).Check Permissions.