Appraisal Workflow
Manage appraisals and collect feedback from employees and managers
The appraisal workflow in Odoo consists of three main stages: Draft, Ongoing, and Done. Each stage has specific actions and permissions to ensure the appraisal process runs smoothly and effectively.
Create new appraisal
HR Officers or HR Managers can create new appraisals for employees. New appraisals are created in Draft status.
Steps
1. Go to Appraisals → Appraisals
2. Click New
3. Fill in required information: Employee, Appraisal Date
4. Select Managers - typically the employee's direct manager
5. Optional: Select an Appraisal Template if available
6. Click Save to save the appraisal in Draft status
Appraisal information
| Fields | Trường dữ liệu | Description |
|---|---|---|
| Employee | Nhân viên | Employee to be appraised (required) |
| Appraisal Date | Ngày đánh giá | Deadline for the appraisal (required) |
| Managers | Quản lý | Person conducting the appraisal, usually direct manager (recommended) |
| Appraisal Template | Mẫu đánh giá | Feedback template to use (optional) |
Appraisal status flow
Appraisals move through three main statuses during their lifecycle:
Status transition workflow
| From status | Action | To status | Result |
|---|---|---|---|
| Draft | Click Confirm | Ongoing | Send notification emails, create activities for employee and manager |
| Ongoing | Click Mark as Done | Done | Complete appraisal with Final Rating |
View appraisal details
Open an appraisal record to view complete information:
Key points
• Employee information: Name, department, job position
• Employee feedback: Employee self-assessment
• Manager feedback: Manager assessment
• Assessment note: Final assessment (visible to managers only)
• Goals: List of employee goals
Move appraisal to Ongoing
When an appraisal is in Draft status and ready, move it to Ongoing to start collecting feedback.
Steps
1. Open the appraisal in Draft status
2. Click the Confirm button in the top bar
3. System automatically sends notification emails to employee and manager
4. System creates activities for both parties
5. Status changes to Ongoing
Employee fills feedback
When an appraisal is in Ongoing status, employees can fill in their self-assessment.
Steps
1. Employee opens their appraisal from notification email or Appraisals menu
2. Scroll down to Employee Feedback section
3. Click the field to edit
4. Fill in self-assessment feedback (can use template if configured)
5. Click Save
6. Optional: Check Publish to make feedback visible to manager
Manager fills feedback
Managers can fill in their assessment after reviewing employee feedback.
Steps
1. Manager opens the appraisal
2. Review employee feedback (if published)
3. Scroll down to Manager Feedback section
4. Click the field to edit
5. Fill in assessment from manager perspective
6. Click Save
7. Optional: Check Publish to make feedback visible to employee
Feedback privacy control
Each feedback can be published or kept private to protect sensitive information.
Key points
• Employees can keep feedback private until ready to share
• Managers can draft feedback before publishing to employee
• Unpublished feedback appears blurred to others
| Fields | Trường dữ liệu | Description |
|---|---|---|
| Employee Feedback Published | Công bố phản hồi nhân viên | If checked: manager can view feedback. If not: feedback is blurred, only employee sees it |
| Manager Feedback Published | Công bố phản hồi quản lý | If checked: employee can view feedback. If not: feedback is blurred, only manager sees it |
Complete appraisal
After both employee and manager have filled feedback, the manager can finalize the appraisal.
Steps
1. Open the appraisal in Ongoing status
2. Ensure both employee and manager have filled feedback
3. Select Final Rating from the Assessment Notes list
4. Click Mark as Done
5. System changes status to Done
Assessment Notes
Assessment Notes are the final rating scale used when completing appraisals.
Default rating scale
| English | Vietnamese | Meaning |
|---|---|---|
| Needs improvement | Cần cải thiện | Performance below expectations |
| Meets expectations | Đáp ứng kỳ vọng | Performance meets expectations |
| Exceeds expectations | Vượt quá kỳ vọng | Performance exceeds expectations |
| Strongly Exceed Expectations | Vượt quá kỳ vọng rất nhiều | Outstanding performance |
Delete and archive appraisals
Manage deletion and archiving of appraisals based on status.
Key points
• Can only delete appraisals in Draft status
• Appraisals in Ongoing or Done status cannot be deleted
• Use Archive to hide completed appraisals from main list
• Archived appraisals can still be accessed via Archived filter
Create discussion meeting
You can create a meeting to discuss appraisal results directly with the employee.
Steps
1. Open the appraisal
2. Click Create Meeting button
3. System creates a calendar event in Calendar
4. Invite employee and manager to attend
5. Meeting is linked to appraisal for easy tracking