Skills Assessment

Integrate skills management into performance appraisal process

The Appraisal Skills module extends the Appraisals module to integrate skills management into the performance review process. Requires both hr_appraisal and hr_skills modules installed.

Skills
Competency assessment
Development
Gap Analysis

Overview

This module enables assessing and updating employee skills during appraisals, tracking progress across review cycles, linking goals to skills development, and comparing with target job requirements.

Key points

  • Comprehensive assessment: Combine performance review with skills evaluation

  • Targeted development: Identify skill gaps and suggest specific goals

  • Progress tracking: View skills development over time

  • Career planning: Compare skills with target job requirements


Skills terminology

FieldsTrường dữ liệuDescription
SkillsKỹ năngSkills tab in appraisal
Current LevelMức độ hiện tạiSkill level assessed in this review
Previous LevelMức độ trước đóLevel from previous review
Target JobCông việc mục tiêuTarget job position for comparison
EvolutionSự phát triểnIcon showing change (↑ increase, → no change, ↓ decrease)
JustificationLý do / Giải thíchExplanation for skill level change

Assess skills in Appraisal

When opening an appraisal in Ongoing status, go to Skills tab to view and update skills.

Steps

  • 1. Open appraisal in Ongoing status

  • 2. Go to Skills tab

  • 3. View list of skills with current and previous levels

  • 4. Click on skill row to update Current Level

  • 5. Fill in Justification to explain the change

  • 6. Click Save


Skills information displayed

Columns in Skills tab

ColumnDescription
SkillSkill name
CategorySkill type (Technical, Soft Skills, etc.)
Previous LevelLevel in previous review
Current LevelCurrent level (editable)
EvolutionIcon showing change
JustificationReason for level change
Current GoalsNumber of goals related to this skill
Job TargetProgress vs target job requirements

Update skill levels

Managers can update employee skill levels during the appraisal process.

Key points

  • When appraisal moves to Done, skill changes automatically update employee record

  • Can add new skills by clicking Add a line in Skills tab

  • Should fill Justification to explain reason for change

  • Evolution automatically displays trend (increase/decrease/no change)


Track skills progress

View skills development across review cycles.

Key points

  • Previous Level: Level from previous review or employee record

  • Current Level: Level assessed in this review

  • Evolution: Icon showing if skill is improving, stable, or declining

  • Can view history of skill changes across reviews


Skills-based goals

Link skills to work goals to track purposeful development.

Steps

  • 1. Create or open goal in Appraisals → Goals

  • 2. In Skills field, select skills related to this goal

  • 3. Goal will appear in Current Goals column for the skill

  • 4. When goal is completed, related skills are improved


Compare with target job

Compare current skills with target job requirements to identify development gaps.

Key points

  • Set Target Job in employee record

  • System automatically compares current skills with job requirements

  • Displays skill gap that needs to be addressed

  • Suggests development goals based on this gap


Skills assessment tips

Key points

  • Update skills in each review cycle to track progress

  • Always fill Justification to explain changes

  • Link skills to goals for directed development

  • Compare with Target Job for career planning

  • Use skills assessment results to suggest training

  • Monitor Evolution to identify development trends