Enabling the Appraisal Module
To get started with performance management in Odoo:
Apps → Install "Appraisals"
This adds functionality for evaluations, surveys, performance plans, and HR feedback loops within the Employees module.
Creating Appraisal Templates and Questions
Go to:
Appraisals → Configuration → Appraisal Templates
Each template can include:
- 🧠 Skills and competencies to evaluate
- 📄 Open or multiple-choice questions
- 👥 Stakeholders: employee, manager, peers
Templates help you standardize the process across departments or roles.
Launching Review Cycles
Start an appraisal from:
Appraisals → Appraisals → Create
Assign the employee, manager, and deadline. Odoo sends out email invites automatically and tracks completion status in the dashboard.
You can also set up recurring appraisals (e.g., every 6 or 12 months) using automated rules.
Collecting Feedback and Notes
Each participant in the review can:
- ✍️ Fill out forms from their portal
- 📩 Comment on performance categories
- 📎 Attach supporting documents (achievements, samples)
Managers can summarize feedback, write a final review, and recommend actions like promotion or training.
Setting Performance Goals and KPIs
Odoo allows you to track goals for each employee:
- 🎨 Set objectives tied to specific roles or KPIs
- 📅 Assign deadlines and reviewers
- 📈 Track progress over time and link to future appraisals
Performance goals help align employee output with company strategy and team targets.
Tracking Review History and Follow-Ups
Each employee's appraisal history is available in their profile:
- 🧾 Past reviews and feedback notes
- 📊 Trends in scoring or skill development
- 🔁 Follow-up actions from last reviews
Odoo helps you close the feedback loop — no more lost data or ad-hoc evaluations.
Conclusion
Odoo 17 transforms employee appraisals from a once-a-year formality into a real driver of performance and engagement. With customizable templates, automated cycles, and built-in feedback tracking, it's a smart way to invest in your team's growth.
Need help creating appraisal templates or setting up review automation? Let our HR tech consultants help you build it in Odoo.
