Whether it’s a small business or a large corporation, the important aspect is giving employees appraisals based on the service provided. Nowadays, ERP simplifies the process of appraisal for employees. The importance of Odoo appraisal is that it benefits employees regularly by evaluating their performance periodically. By using Odoo appraisal, you can,
Easy to follow up: The list of all employees’ status or the whole company’s status can see
Calendar view: find tracking of upcoming evaluations and send reminders to correspondents.
Exportable answers: easily convert evaluation to printable pdf from.
Appraisal Module
You can install the appraisal module from the Odoo apps. It is integrated with the Odoo employee module. After installation, you can see the list of employees from the appraisal menu. And you can instantly create an appraisal from the dashboard of the appraisal module.
We can see the created appraisals from the appraisal menu, and also, you can also filter the created record based on department, company, and status, as shown below.
By opening the appraisal from the dashboard, you can see the employee, manager, appraisal date in the form, and 3 tabs named appraisal, skilled, and private note. The appraisal has 3 states to confirm, confirmed, and do. Under the appraisal tab, you can see 2 spaces for the manager and employee feedback. For confirming the appraisal, by clicking the confirm button, the appraisal will be confirmed. You can send appraisal requests to employees by clicking on SEND BY EMAIL BUTTON. a pop will open and type the message to send, and the email sent to the corresponding employee.
At the confirmed stage of appraisal, the skill tab will be activated. The skills tab includes the skill that the employee have along with skill level and progress justification. By analyzing the percentage of skill level and progress justification, you can easily understand the employee’s talent in each skill.
Employee Goals
At the top of the form, you can see the button Employee Goals. Employee goals are work assigned to employees to evaluate their performance. By clicking the EMPLOYEE GOAL button, redirect to the employee’s list view of their goals. For the creation of new goals, click on create button.
Then enter the goal name and select the employee, and we can set their manager and deadline on the deadline field. The progress field is to track the progress of the goal and is denoted as a percentage. Under the description tab, you can add any description. And Click on MARK AS DONE button to complete the goal.
Create Meetings
After the EMPLOYEE GOALS button, you can see the MEETING button from the form. You can also check if any meeting is scheduled or if you want to schedule a new meeting from this button. And from the calendar view, you can select the date and time of the meeting and also select the attendees of the meeting. There is SHARE AVAILABILITIES option to share the meeting’s date and time with attendees.
At the confirmed appraisal stage, the ASK FEEDBACK button is used to mark employee feedback. And click on this button, redirect to a pop-up and select a survey template. The survey template comprises the questionnaire for the employee’s feedback and select recipient, which is the employee you want to send feedback to. In the description field, you can enter any description and also have the option to attach the document in this form. After sending feedback to the employee, we can see their response from the top of the form.
By clicking MARK AS DONE button to make an appraisal in the done state. If the manager wants to change the appraisal, also a REOPEN button makes the appraisal from done to the confirmed state.
Automatically generate Appraisals
You can automatically generate appraisals by setting plans from the configuration of the appraisal menu, as shown below.
After 6 months, the next appraisal will be automatically generated by this time period.
