Employee appraisals form part of the performance management process. They help organizations identify talent, identify problems early, and develop a culture of continuous feedback. If you’re on Odoo Employees and want to make your review process easier, you’re in luck. Odoo’s Appraisal module is an easy solution that allows scheduling, conducting, and following up on reviews in one place.
In this tutorial, I will walk you through setting up and managing employee appraisals in Odoo Employees. Whether you’re an HR manager, business owner, or department head, this guide will help you make the most of Odoo’s features.
Appraisal Feature in Odoo Employees
Odoo Employees‘ appraisal module is meant to help organisations with proper employee assessment. You can create appraisal templates, book reviews, collect feedback from multiple stakeholders (self-assessment not being an exception), and monitor the whole process from start to completion. Employee appraisals in Odoo Employees are made accurate, properly documented, and per the company’s goals.
Key Benefits
- One platform for all employee appraisal processes
- Customisable feedback forms and templates
- Support to assign reviewers, such as managers or peers
- Scheduling and notifications automatically
- Simple tracking of the employee appraisal process and outcome
Installing and Enabling the Appraisal Module
If you have not installed the module, this is how you can do so:
- Navigate to the Apps menu on your Odoo dashboard.
- Search for Appraisal in the search box.
- Press Install alongside the Appraisal module.
Once installed, it will be integrated into your existing Employees and HR modules. In other words, you can now generate appraisal and employee evaluation records directly from within your Odoo Employees records.
Configuring the Appraisal Settings in Odoo Employees
With the module installed, let’s configure it to suit your company’s needs and enhance the effectiveness of how you perform employee appraisals.
How to Access Appraisal Settings
Go to Appraisal > Configuration > Settings
Here you can find some of the options which you can enable or disable according to your wish:
Recommended Settings
- 360-degree Feedback: Allow managers, peers, and even the employee themselves to give feedback.
- Appraisal Templates: Give reusable templates for many positions or departments.
- Reminders & Notifications: Automatically remind users when there is a pending appraisal.
Setting rating scales can also be done such as:
- 1: Needs Improvement
- 2: Fair
- 3: Good
- 4: Very Good
- 5: Excellent
These scores can be used subsequently to generate performance reports and aid in effective employee appraisals.
Creating Appraisal Templates
Appraisal templates save time and help you standardize evaluation across the company. Formal employee appraisals in Odoo Employees need them.
How to Create a Template
- Go to Appraisal > Configuration > Templates
- Click on Create
Fill in the following details:
- Title: For example, “Sales Department Evaluation”
- Description: What the template is for
- Feedback Questions: Rating-based or open-ended questions
- Evaluators: Select the person to make remarks (Manager, Employee, Colleagues)
You can insert fields like:
- What are the most important contributions of the employee?
- Develop skills needed in which areas?
- How well aligned are they with company values?
These templates may be modified for different departments, seniority, or roles so that Odoo Employees’ reviews are more structured and streamlined.
Setting Up Appraisal Plans
Now that your appraisal plans are ready, it’s time to execute them through appraisal plans. It is for conducting employee appraisals at scale.
Why Use Appraisal Plans?
They automate the scheduling of the evaluation, freeing you from the tedium of manual tracking. It is when you conduct employee appraisals for several teams.
Steps to Set Up an Appraisal Plan
- Go to Appraisal > Configuration > Appraisal Plans
- Click Create
Enter:
- Name: Example: “Bi-Annual Reviews – Sales Team”
- Template: Choose from your pre-defined templates
- Frequency: Defined in terms of intervals (e.g., 6 months)
- Responsible: HR team lead or HR manager
Appraisals can be delegated to:
- Departments (e.g., HR, Sales, IT)
- Job Positions (e.g., Account Executive, Senior Developer)
- Individual Employees
When the plans are delegated, appraisals will automatically be generated against the time frame you defined, and it will be easier to have employee appraisals on a regular basis.
Launching Appraisal Requests
When everything is ready, you can start generating appraisal requests. You can manually create them or have the system generate them automatically from your plans. This means you can have the ability to make employee appraisals in Odoo Employees easily and scalable manner.
Manual Appraisal Request
- Go to Appraisal > Appraisals
- Click on Create
- Choose the employee, select the template, and include the evaluators
- Click on Start Appraisal
What Happens Next?
- Evaluators receive an email or notification
- Complete the feedback form
- The manager or HR handles the responses
- The final rating is documented on the employee’s file
This feature allows easy management of employee reviews in Odoo Employees.
Collecting & Assessing Feedback
Feedback is collected through a simple form. Depending on your configuration, feedback can be collected from:
- The employee (self-evaluation)
- Direct manager
- Peers or team members
Suggestions for Managing Feedback
- Use dashboards to monitor pending vs. closed appraisals
- Sort using filters by department, appraisal status, or date
- Use simple, straightforward forms to elicit authentic, constructive criticism
After receiving all feedback, HR or the involved manager can finalise the appraisal and make the findings available to the employee in a review meeting. That will make your employee appraisal process effective and fair.
Conclusion
Employee appraisals do not have to be a time-consuming process. With the Odoo Appraisal module, you can create an efficient and open process to aid organizational and employee development.
From template drafting to automated review cycles, Odoo provides HR departments with the solution they need to have successful employee appraisals. So go on and create your first appraisal plan, and have feedback turn into action.
Whether you’re looking at one team or your whole company, employee reviews through Odoo Employees are your key to a more productive, more dedicated staff.
Need even greater customization or incorporation with promotions and compensation? Odoo will make that happen, too. Dig deeper into other Odoo modules or consult with an Odoo expert to customize the system to the very needs of your company.
