Schedule appraisals¶
Odoo’s Appraisals app helps managers run recurring performance reviews. Each review can include a self-assessment and can follow any schedule the company sets.
Regular appraisals turn day-to-day work into clear goals and measurable skill targets. They also supply the objective evidence HR needs for raises or promotions, and keep individual performance aligned with company KPIs.
Reviews can be scheduled automatically through an appraisal plan that triggers evaluations at set intervals, or created manually whenever needed—such as before a promotion or department transfer.
Automatic scheduling¶
To ensure no appraisal is missed, enable automatic scheduling by going to .
The Appraisals Plan settings determines the frequency that appraisals are scheduled.
Planes de evaluación¶
By default, appraisals are preconfigured to be automatically created six months after an employee is hired, with a second appraisal exactly six months after that.
Una de esas dos evaluaciones iniciales se completan durante el primer año del empleado, las siguientes evaluaciones solo se crean una vez al año (cada doce meses).
Para modificar la frecuenta, cambie el número de meses en los campos en blanco que hay en la sección Planes de valoración.
Importante
Changing the Appraisals Plans field updates every employee record whose Next Appraisal Dates is empty.
Appraisals automation¶
Tick the checkbox next to Appraisals Automation to have Odoo automatically schedule and confirm appraisals.
Appraisals are scheduled according to the appraisal plan.
Manually schedule an appraisal¶
Managers can schedule an appraisal at any time, outside the regular cycle.
For example, if an employee is promoted, or transfers to a new role or a new department, an appraisal is scheduled to assess performance in the current role.
To create a new appraisal, open the app, and click the New button in the upper-left corner. This opens a blank Appraisals form.
First, using the drop-down menu, select the employee being evaluated, in the first field on the form. Once an employee is selected, the employee’s Manager, Job Position, and Department fields are populated according to the information on the employee record.
The current date populates the Appraisal Date field, which is the date the appraisal is scheduled to be completed. Using the calendar selector, adjust the date, if desired. This field is typically updated when the manager submits their final rating at the end of the appraisal process.
If there is an appraisal plan configured, the Next Appraisal Date field displays Ongoing. This indicates that the following appraisal will be scheduled according to the appraisal schedule. Once the appraisal is marked as complete, the Next Appraisal Date is updated with the date of the next appraisal.
Last, select the desired Appraisal Template. The Default Template populates this field, by default, and is created when the Appraisals app is installed. Using the drop-down menu, select a different template, if desired.
Once the information in the top-half of the Appraisals form is complete, click the Confirm button in the upper-left corner, and the appraisal is scheduled, and the employee is notified.
Once the appraisal is confirmed, both the employee and manager can start to fill out the appraisal.
