Performance Appraisals
Manage employee reviews, feedback, and work goals
The Appraisals module is a comprehensive employee performance review system in Odoo. It enables creating and managing periodic performance reviews, collecting feedback from employees and managers, managing work goals, and tracking completion progress.
The system supports customizable appraisal templates by department, automated appraisal creation on schedule, 360-degree feedback integration from colleagues, and skills assessment compared to job requirements.
User groups and permissions
User permissions
| Group | Permissions |
|---|---|
| Regular employee | View own appraisals, fill feedback, view own goals |
| HR Officer | Create/edit/delete appraisals, manage goals, view all appraisals, configure templates |
| HR Manager | Full access: system configuration, automation plans, department settings, template management |
Key terminology
| Fields | Trường dữ liệu | Description |
|---|---|---|
| Appraisals | Đánh giá | Main menu for performance review management |
| Goals | Mục tiêu | Employee work goals management |
| Appraisal Templates | Mẫu đánh giá | Feedback templates by department |
| Assessment Notes | Ghi chú đánh giá | Rating scale configuration |
| Appraisal Plans | Kế hoạch đánh giá | Automated appraisal creation plans |
| 360 Feedback | Phản hồi 360 độ | Feedback from colleagues and multiple sources |
Appraisal information
| Fields | Trường dữ liệu | Description |
|---|---|---|
| Employee | Nhân viên | Employee being appraised |
| Appraisal Date | Ngày đánh giá | Deadline for the appraisal |
| Status | Trạng thái | Current appraisal status (Draft/Ongoing/Done) |
| Managers | Quản lý | Person conducting the appraisal |
| Employee Feedback | Phản hồi của nhân viên | Employee self-assessment |
| Manager Feedback | Phản hồi của quản lý | Manager assessment |
| Assessment Note | Ghi chú đánh giá | Final assessment note |
| Final Rating | Đánh giá cuối cùng | Overall assessment result |
Appraisal statuses
Status types
| Status (EN) | Status (VI) | Description |
|---|---|---|
| Draft | Nháp | New appraisal, not yet sent |
| Ongoing | Đang xử lý | Awaiting feedback from employee/manager |
| Done | Hoàn thành | Appraisal completed with final rating |
Interface and main menu
Access the module from the main application bar → select Appraisals.
Key points
• Appraisals: List of appraisals (HR Officer+)
• Goals: Work goals management
• Appraisal Templates: Feedback templates by department
• Assessment Notes: Rating scale configuration
• Configuration: System configuration (HR Manager) - Appraisal Plans, Goal Tags, Department Settings
View modes
On the appraisals list screen, you can switch between different view modes:
Key points
• Kanban (default): Display appraisals by status (Draft, Ongoing, Done)
• List: Spreadsheet-style list view
• Calendar: View appraisals by deadline on calendar