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Blog / Odoo 18: Complete Guide for Businesses
Odoo 18 3 min read

Managing Employee Appraisals and Performance Reviews in Odoo 18

Learn how Odoo 18 helps HR teams manage performance reviews, feedback cycles, and appraisals with automation, templates, and full visibility.

· ERP practice 31 Dec 2024 · updated 30 Apr 2025

Odoo 18 Appraisals runs review cycles on a schedule you set: it creates the appraisal when it falls due, collects the employee's self-assessment and the manager's feedback on the same form, and keeps the outcome on the employee record. It is an Enterprise app, licensed OEEL-1, and is not part of the Odoo 18 Community edition.

Performance reviews are more than just HR formalities — they're critical for aligning individual efforts with business goals, recognizing top talent, and guiding career growth. Odoo 18 makes performance management systematic, fair, and easy to execute at scale.

Creating Appraisal Plans and Cycles

Set up automated appraisal plans for different roles or departments:

  • Define frequency (quarterly, bi-annually, yearly)
  • Assign responsible managers
  • Schedule automatic evaluation requests
  • Notify employees via email or portal reminders

No need to manually track who needs reviews — the system handles it all.

Designing Custom Evaluation Forms

Use Odoo's form builder to create structured, role-specific evaluation templates:

  • Multiple question types (ratings, comments, yes/no)
  • Section-based forms (skills, behavior, results, goals)
  • Scoring logic and weighted criteria
  • Templates reusable across job positions

Standardized forms help ensure fairness and data consistency.

Self-Assessments and Manager Feedback

Odoo supports collaborative reviews through:

  • Employee self-assessments
  • Manager and peer feedback
  • Private and shared comment fields
  • Side-by-side comparisons of ratings

This creates a more holistic view of performance and encourages employee involvement.

Approvals and HR Oversight

Once reviews are submitted, managers or HR can:

  • Approve or reject evaluations
  • Add final comments or ratings
  • Trigger follow-up actions (bonus, promotion, training)
  • Mark appraisals as "completed" for record-keeping

This ensures accountability and closes the loop on performance feedback.

Tracking Goals and Competencies

Link performance appraisals to specific KPIs and skill frameworks:

  • Set individual or team goals in advance
  • Track achievement over time
  • Use competency models to guide career growth
  • Highlight skill gaps for future training plans

Performance management becomes a continuous development tool, not a once-a-year event.

Appraisal Reports and Performance Insights

Odoo provides analytics to help HR teams and managers understand trends:

  • Average scores by department, role, or manager
  • Evaluation completion rates
  • Promotability insights and succession planning
  • Performance vs. tenure or compensation

These insights support better talent decisions and workforce planning.

Best Practices for Performance Reviews

  • Start with clear, measurable goals for each employee
  • Encourage open, two-way feedback
  • Use consistent forms across teams for fairness
  • Act on appraisal outcomes with promotions or development plans
  • Review trends annually to improve your evaluation process

Conclusion

Odoo 18 takes the complexity out of employee appraisals. It helps businesses give meaningful, structured feedback that drives both employee engagement and business growth.

Want to build a high-performance culture with smart tools? Let's implement Odoo Appraisals for your team!

Questions we get asked

Is Appraisals available in Odoo 18 Community?

No. The Appraisal app is licensed OEEL-1 and requires an Odoo Enterprise subscription. Community databases have the Employees app, so you can still keep notes and documents on an employee's record, but the appraisal form, the automatic review schedule, the goals and the 360-degree feedback surveys are all Enterprise features.

How does Odoo 18 decide when someone's next appraisal is due?

In the Appraisal settings you set the frequency for newly hired employees and for those already in the company, and Odoo computes a next appraisal date on each employee record from it. The responsible manager gets an activity when it falls due. You can always create an appraisal by hand for a probation review or a promotion.

Does Odoo 18 support 360-degree feedback?

Yes, through the Appraisal integration with the Surveys app. You send a feedback survey to the colleagues, reports or customers chosen for that appraisal, and their answers come back attached to it. Surveys itself is Community, but the bridge that links it to appraisals is Enterprise-licensed like the rest of the Appraisal app.

Can employees and managers fill in the same appraisal?

Yes. The appraisal form has an employee section and a manager section, each written independently, and each side is only revealed to the other when it is published. That keeps the self-assessment from being anchored by the manager's view. The final interview date, the notes and the outcome are then stored on the same appraisal record.

Can an appraisal set goals in Odoo 18?

Yes. Appraisals include goals with an owner, a deadline and a progress state, visible both from the appraisal and from the employee's own record. Because they live outside the review form, managers can track them between reviews rather than only once a year, and anything still open carries forward into the next appraisal.

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