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Workforce Planning and Advanced Talent Management - Dolibarr

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1. Functional Overview

GPEC & Talent Management turns Dolibarr into an integrated Human Capital Management (HCM) platform. It covers the full HR lifecycle - from the job...

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1. Functional Overview

GPEC & Talent Management turns Dolibarr into an integrated Human Capital Management (HCM) platform. It covers the full HR lifecycle - from the job and competency referentials to talent reviews, succession planning and strategic HR reporting - without requiring any external HR software.

The module is designed to be comparable to SAP SuccessFactors, Workday HCM, Oracle Talent Management, Cornerstone OnDemand, Talentsoft, Lucca, Cegid Talent, UKG Pro and PeopleSoft HCM, while remaining fully native to Dolibarr: same permissions model, same multi-entity isolation, same look and feel.

1.1 Scope

·       Workforce planning (GPEC): job families, job referential, position descriptions, competency referential, competency mapping and gap analysis.

·       Employee management: employee records, professional background, skills held, certifications, evaluations.

·       Evaluation: annual interviews, professional interviews and 360 degree feedback, driven by an HR workflow.

·       Talent management: talent pool, Nine Box grid, high potential detection, succession planning for critical positions.

·       Career management: individual career plans and internal mobility with a matching score.

·       Training: needs, annual plans, sessions, before/after competency levels and training ROI.

·       HR AI assistant: competency analysis, recommendations, attrition and recruitment prediction, talent detection.

·       Steering: HR KPI, HR workflows and strategic reporting exportable to PDF, Excel, Word and CSV.

1.2 Key figures

Item

Value

Business objects

21

Permissions

23, in 8 groups

Menu entries

27 plus the top menu

Languages

French, English, Spanish, Italian, German

Module number

517900

Dolibarr version

16.0 and above

PHP version

7.1 and above (PHP 8 compatible)

Licence

GPL v3 or later

 

2. Architecture

The module follows the standard Dolibarr external-module layout and is organised around six functional engines sharing one object registry.

2.1 Engines

Engine

Responsibility

Main objects

Talent Core

Employees, talents, professional background

gpecemployee, gpecdepartment, gpeccareerhistory, gpectalent

Competency Management

Referentials, levels, assessment, job/skill matching

gpecskill, gpecemployeeskill, gpecjobskill, gpecjob, gpecjobfamily, gpecposition

Career Management

Careers, mobility, development plans

gpeccareerplan, gpecmobility, gpecsuccession

Learning Integration

Training needs, plans, sessions, ROI

gpectrainingneed, gpectrainingplan, gpectrainingsession

Analytics

HR KPI, analysis, forecasting, reporting

gpeckpi, reporting.php

AI Talent

Predictive analysis, recommendations, talent detection

ai.php

 

2.2 Directory layout

Path

Content

core/modules/modGpecTalentManager.class.php

Module descriptor: number, rights, menus, activation

class/*.class.php

21 CommonObject business classes + the demo data generator

sql/llx_gpec_*.sql

Table definitions and indexes

lib/gpectalentmanager.lib.php

Shared helpers, vocabularies, schema self-healing

lib/gpectalentmanager_objects.php

Object registry (fields, pictos, relations)

lib/gpectalentmanager_menu.php

Menu activation, in-page tab bar, label enforcement

objectlist.inc.php / objectcard.inc.php

Generic list and card engines driven by the registry

dashboard.php, matrix.php, ninebox.php, ai.php, reporting.php

Bespoke pages

admin/setup.php, admin/about.php

Configuration and about pages

langs/<lang>/gpectalentmanager.lang

Translations (5 languages)

css/, js/, img/

Stylesheet, scripts and pictograms

 

2.3 Data model

Every table follows the Dolibarr conventions: an auto-increment rowid, an entity column for multi-entity isolation, a status column, creation/modification audit columns (date_creation, tms, fk_user_creat, fk_user_modif) and an import_key used to tag and purge demonstration data.

Table

Purpose

llx_gpec_department

Departments and services, headcount and target headcount

llx_gpec_job_family

Job families / professional sectors

llx_gpec_job

Job referential: missions, activities, responsibilities, scarcity

llx_gpec_position

Position descriptions attached to a job and a department

llx_gpec_employee

Employee records, scores and attrition risk

llx_gpec_skill

Competency referential and mastery-level descriptions

llx_gpec_employee_skill

The competency matrix cell: current level, target level, gap

llx_gpec_job_skill

Competencies required by a job and their expected level

llx_gpec_career_history

Professional background events

llx_gpec_evaluation

Interviews and evaluations with their workflow state

llx_gpec_evaluation_item

Evaluation lines (objectives, skills, behaviour)

llx_gpec_feedback

360 degree feedback responses

llx_gpec_talent

Talent pool, Nine Box cell, readiness, retention risk

llx_gpec_career_plan

Individual career plans

llx_gpec_mobility

Internal mobility requests and matching score

llx_gpec_succession

Succession plans for critical positions

llx_gpec_training_need

Training needs derived from evaluations and career plans

llx_gpec_training_plan

Annual training plans and budget

llx_gpec_training_session

Training sessions, level before/after, ROI

llx_gpec_workflow

HR process definitions

llx_gpec_kpi

HR indicators with target, actual, variance and trend

 

2.4 Dolibarr integration

·       Users: employees can be linked to a Dolibarr user; evaluators and managers are Dolibarr users.

·       Third parties and contacts: available for external trainers and training organisations.

·       Projects and tasks: development actions and training projects can be tracked with the native project module.

·       Agenda: interview and review dates are dated objects that can be surfaced in the agenda.

·       Business Intelligence: HR KPI are stored in a dedicated table, ready to be consumed by a BI module.

·       The module declares its own CSS and JS, its own box widget, and self-heals its schema on upgrade (ALTER TABLE ADD COLUMN for any column added to the SQL definition).

3. Competency Management

The competency engine is the backbone of the module: it defines what the organisation needs, measures what it holds, and exposes the gap.

3.1 Competency referential

·       Five families: technical, behavioural, digital, language and management skills.

·       Each competency describes its beginner, intermediate and expert levels and its assessment criteria.

·       Competencies are flagged as critical and/or strategic, and carry a market scarcity indicator.

·       The number of holders and the average level are maintained from the assessed data.

3.2 Mastery scale

Level

Meaning

0

Not held

1

Notions

2

Beginner

3

Intermediate

4

Advanced

5

Expert

 

The scale maximum is configurable from the module setup page.

3.3 Competency map and gap analysis

·       The map crosses employees and competencies into a colour-coded heatmap.

·       Each cell shows the current level, coloured by the mastery scale; a red outline and a marker signal a gap against the target level; a tick marks a certified competency.

·       A per-employee total gap column and a level legend complete the grid.

·       Columns are ordered by actual coverage so the matrix shows the competencies that matter, not an alphabetical sample.

·       Filters restrict the analysis to one department or one competency family.

·       Two analysis tables rank the widest gaps per competency and per department.

4. Talent Management

4.1 Talent pool

·       Five categories: identified talent, high potential, expert, leader and successor.

·       Each talent record carries performance and potential levels, the Nine Box cell, readiness, retention risk, key strengths, development areas and a target role.

4.2 Nine Box Grid

The Nine Box grid positions every active employee on two axes: performance (X) and potential (Y). Bands are derived live from the scores, so the grid stays correct even if a talent record's stored cell is stale.

Performance / Potential

Low

Medium

High

High

Enigma

Growth employee

Future leader

Medium

Dilemma

Core employee

High performer

Low

Under performer

Effective employee

Trusted professional

 

Scores below 50 are Low, below 75 Medium, and 75 or above High.

4.3 Succession planning

·       Critical positions are flagged on the position record and feed the succession plans.

·       Each plan links a critical position, its incumbent and ranked successors.

·       Readiness (ready, short term, medium term) and readiness in months quantify the bench strength.

·       The incumbent's departure risk and a risk score prioritise the reviews; gaps to close and a development plan make the succession actionable.

5. Career Management

5.1 Career plans

·       An individual career plan links the current position to a target position over a horizon in months.

·       It lists the competencies to develop and the training needed, and tracks a progress percentage.

5.2 Internal mobility

·       Mobility requests can be functional, geographic, a promotion or transversal.

·       Each request records the origin and destination position and department, who initiated it, a matching score and the HR decision.

5.3 Professional background

Every career event (hiring, promotion, mobility, mission) is historised with its period, duration, position, department and salary evolution, building the employee's professional path.

6. AI Features

The HR AI assistant scores the module's own data with deterministic, explainable heuristics. It runs offline, costs nothing per execution and always justifies each suggestion - which matters for HR decisions that must be defensible.

6.1 Competency analysis

·       Strengths: the best-mastered competencies with real coverage (at least two holders).

·       Weaknesses: the competencies with the lowest average mastery.

·       Critical gaps: competencies whose aggregated gap exceeds the configurable threshold, weighted by their critical and strategic flags.

6.2 Recommendations

·       Recommended training: employee x competency pairs ranked by gap, weighted by the criticality of the competency (score = gap x 18 + 25 if critical, capped at 100).

·       Suggested mobility: high performers whose profile fits a wider role (matching score = 0.6 x performance + 0.4 x potential).

6.3 Predictive analysis

The attrition model combines three explainable drivers:

Driver

Contribution

Rationale

Engagement deficit

(70 - engagement) x 0.9

Low engagement is the dominant leaving signal

Seniority plateau

+12 if seniority >= 6 years

A long plateau without evolution raises the risk

Top performer

+10 if performance >= 75

High performers are actively approached

 

·       The resulting 0-100 risk score is reported with the drivers that produced it, so HR can act on the cause.

·       Recruitment need lists the departments below their target headcount, ranked by the gap.

·       Future skill shortage combines the demand gap with the scarcity of holders on strategic or rare competencies.

6.4 Talent detection

Employees whose potential exceeds the configurable high-potential threshold are surfaced with their computed Nine Box cell, an AI score (0.6 x potential + 0.4 x performance) and a rationale stating whether they are already tracked in the talent pool.

7. Reporting and API

7.1 Strategic reporting

Report

Content

Employees

Headcount, average performance, potential and seniority per department

Competencies

Holders, average level, target level and gap per competency

Talents

Talent pool with category, scores, readiness and retention risk

Succession

Critical positions, incumbents, successors, readiness and risk

Careers

Internal mobility with matching score and status

Training

Sessions, participants, cost, level before/after and ROI

Management

One-page strategic summary of the human capital

 

Every report exports to PDF, Excel, Word and CSV from the export bar.

7.2 REST API

The module's objects extend CommonObject and are exposed through Dolibarr's native REST API layer once the API module is enabled. Authentication, throttling and API-key management are handled by Dolibarr itself.

Operation

Method

Example endpoint

List employees

GET

/api/index.php/gpectalentmanager/employees

Read one employee

GET

/api/index.php/gpectalentmanager/employees/{id}

Create an employee

POST

/api/index.php/gpectalentmanager/employees

Add a competency to an employee

POST

/api/index.php/gpectalentmanager/employeeskills

Update an evaluation

PUT

/api/index.php/gpectalentmanager/evaluations/{id}

Export data

GET

reporting.php?report=<code>&export=csv|excel|word|pdf

 

Endpoints are subject to the same permission checks as the user interface: a caller without the matching read permission receives an access-denied response.

8. Security

8.1 Permission model

The module declares 23 permissions in 8 groups. Read and write are granted by default so the module is usable immediately after activation; delete and administration are not.

Group

Covers

Read

Write

Delete

employee

Employees, departments, career history

yes

yes

no

referential

Job families, jobs, job skills, positions

yes

yes

no

skill

Competency referential and matrix

yes

yes

no

evaluation

Evaluations, items, 360 feedback

yes

yes

no

talent

Talents and succession planning

yes

yes

no

career

Career plans and internal mobility

yes

yes

no

training

Needs, plans and sessions

yes

yes

no

reporting

HR reporting, KPI and workflows

yes

-

-

 

A ninth 'admin' permission gates the module administration.

8.2 Access control

·       Every page checks the permission of its object group before rendering; the API enforces the same checks.

·       Multi-entity isolation is applied on every query through Dolibarr's getEntity() mechanism.

·       All write forms are CSRF-protected with Dolibarr tokens; output is escaped with dol_escape_htmltag().

·       User input is filtered through GETPOST() with an explicit type on every parameter.

8.3 Audit trail

Every record stores its author and creation date (fk_user_creat, date_creation) and its last modifier and modification timestamp (fk_user_modif, tms). Demo data generation and purge are written to the Dolibarr syslog.

8.4 GDPR and HR confidentiality

·       The module stores personal data: identity, birth date, contact details, salary, evaluations, scores and attrition risk. This processing falls under the GDPR.

·       Purpose limitation: the data is collected for workforce planning and talent development only.

·       Access restriction: grant the talent, evaluation and career groups to HR profiles only. Performance, potential and attrition risk are particularly sensitive and should never be broadly readable.

·       Retention: define a retention period for archived evaluation campaigns consistent with your internal policy and purge beyond it.

·       Right of access and rectification: every employee record is directly readable and editable from its card, which supports subject access requests.

·       Demo data is tagged with the import key GPECDEMO and the purge deletes only those rows, never real records.

8.5 Demonstration data

The demo dataset is versioned. The guard constant stores the installed dataset version, so a module upgrade that improves the dataset re-seeds automatically, while a plain boolean guard would have silently kept the old content. The setup page offers an explicit load and remove action.

9. Support

Editor: DoliResources - https://www.doliresources.com

Licence: GNU General Public License v3 or later.

Module number: 517900 - Version 1.0.0 - 2026.