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Personnel & HR - Dolibarr

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1. Overview

Personnel & HR turns Dolibarr into a complete human-resources and personnel...

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1. Overview

Personnel & HR turns Dolibarr into a complete human-resources and personnel management platform. Inspired by the DigiParc “Personnel & RH” solution, it consolidates every employee-related record — identity, contract, career, driving licences, training, qualifications, occupational-health visits, performance reviews, objectives, social-protection insurance, traffic infractions and centralised documents — into a single, connected 360° workspace, and layers an automated compliance-alert control tower and modern decision dashboards on top.

The module is fully integrated with Dolibarr’s native Third-Parties, Users and Agenda modules, uses a role-based permission model, and ships with a realistic demonstration dataset so every screen is immediately meaningful. Amounts are displayed in Moroccan dirham (MAD).

1.1 Business value

·       Structured employee & driver records with immediate access to all data.

·       Full history and renewal forecasting for licences, medical visits, trainings and contracts.

·       Automated alerts that prevent operational and regulatory oversights.

·       Centralised, access-controlled document repository ready for audits.

·       Objective tracking and evaluation management aligning managers and teams.

·       Organisational visibility through sites (agencies) and departments (services).

·       Real-time dashboards and decision analytics for HR, managers and compliance officers.

2. Functional Modules

The module is organised around sixteen connected business objects. Each object has its own filterable, column-configurable list, a detail card, and create/edit/validate/close workflow.

Object

Description

Employees (Collaborateurs)

Central 360° employee record: identity, national ID, contact, job title, socio-professional category, department, site, entry date, contract type, gross salary, manager, seniority and status. All related records are surfaced as linked panels on the card.

Drivers (Conducteurs)

Driver profile linked to an employee: licence category, licence number and expiry, assigned vehicle, medical-visit status, training status, infraction count and driver status.

Employment contracts

CDI / CDD / temp / internship / apprenticeship / freelance contracts with position, start and end dates, trial period, gross salary and status.

Career history

Timeline of hiring, promotion, transfer, contract change, pay rise, training and departure events.

Driving licences (Permis)

Licence category, number, issue and expiry dates, issuing authority, country and status.

Trainings (Formations)

Road safety, eco-driving, manual handling, regulatory, job-specific, management, languages and IT courses with provider, dates, duration, cost and status.

Qualifications (Habilitations)

CACES, electrical, ADR, first-aid, fire-safety, work-at-height and food-handling authorisations with provider, issue/expiry and validity status.

Medical visits

Pre-hire, periodic, return-to-work and enhanced-monitoring examinations with occupational doctor, fitness verdict, next-visit date and status.

Evaluations

Annual, mid-year, trial-period, goal-setting and 360° reviews with evaluator, global score (/5) and status.

Objectives

Quantitative, qualitative, behavioural and development objectives with weight, achievement rate, due date and status, linked to an evaluation.

Insurance & benefits

Health cover, contingency, supplementary pension, work-injury and civil-liability policies with insurer, policy number, dates, contribution and status.

Infractions

Traffic contraventions with type, place, vehicle, points lost, fine and processing status.

Documents

Centralised HR files: employment contract, national ID, diploma, certificates, payslips, bank details, photo and CV, with confidentiality flag.

Alerts & compliance

Compliance-alert control tower: licence, medical, roadworthiness, insurance, training, qualification, contract and expiring-document alerts, with priority and processing status.

Sites (Agences)

Agencies/branches with address, phone, manager, headcount and status.

Departments (Services)

Organisational departments attached to a site, with manager and headcount.


 

3. Dashboard & Analytics

The home dashboard gives HR, managers and compliance officers a real-time reading of the workforce across four zones:

·       Workforce & employees — total headcount, active employees, drivers, on-leave, active contracts and monthly payroll.

·       Compliance & deadlines — critical alerts, renewals, expiring documents, closed alerts, an alerts-by-priority breakdown, a workforce compliance-rate gauge, and a live table of the latest open alerts.

·       Skills & performance — trainings this month, planned evaluations, average score, licences and medical visits due within 60 days, yearly infractions, trainings-by-type and score-distribution charts.

·       Structure & breakdown — headcount by site and by category, and a twelve-month hiring evolution chart.

A dedicated Reporting page adds decision analytics: headcount by site and category, contracts and alerts by type, alerts by priority, trainings by type, payroll by site, compliance rate by site and hiring evolution.

4. Alerts & Compliance Control Tower

The Alerts & Compliance page centralises every personnel compliance obligation. Alerts are generated from real expiry conditions (driver licences, medical visits, roadworthiness, insurance, trainings, qualifications, contracts and expiring documents), ranked by priority (critical, urgent, medium, low) and tracked through a processing lifecycle (to handle, to renew, planned, scheduled, compliant, closed). Side KPI cards summarise critical alerts, renewals, expiring documents, the compliance rate and closed alerts, while a filterable table lists every alert with its subject, linked driver/vehicle, due date, priority and status.

5. Roles & Permissions

Access is governed by five permission groups, each with read, write and (except reporting) delete rights:

Permission group

Covers

Personnel

Employees, drivers, contracts, career, sites and departments

Skills

Licences, trainings, qualifications, evaluations and objectives

Health

Medical visits and insurance/benefits

Compliance

Infractions, documents and alerts

Reporting

Dashboards and decision analytics (read-only)

6. Technical Specifications

Item

Detail

Platform

Dolibarr ERP/CRM 16.0+ (PHP 7.1+)

Technical name

personnelrh  (module number 1120000)

Dependencies

Third-Parties (modSociete); integrates with Users and Agenda

Data model

16 dedicated tables (llx_prh_*), multi-entity aware, schema self-heal on upgrade

Localisation

French, English, Spanish, Italian, German; display currency MAD

Interfaces

Configurable lists with column selector & filters, detail cards, dashboards, reporting, REST-ready objects

Demo data

One-click realistic dataset (employees, drivers, licences, trainings, medical visits, evaluations, alerts)

Publisher

DoliResources — www.doliresources.com