Leo Tran Human Resource Published: 5/16/20 Hits: 435

A motivated workforce of people can give the best outcome for an organization. Odoo ERPOnline can maintain this motivational process by periodical evaluation of employees' performance.

The regular assessment of human resources can benefit your people as well your organization. For efficient periodical evaluation of employees' performance, you need to install the hr_evaluation module. Go to the menu Settings > Configuration > Human Resources. And then tick the Organize employees periodic evaluation.

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install hr_evaluation module

To create and manage new evaluations, you can use the menu Human Resources > Appraisal > Appraisals.

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Employee Appraisal form 

Each employee can be assigned an appraisal plan. These plans define the frequency and the way you manage your periodic personal appraisal. You will be able to define steps and attach interview forms to each step. Odoo ERPOnline manages all kinds of Appraisals: bottom-up, top-down, self appraisal and final appraisal by the manager.

The main features of the appraisal process covered by Odoo ERPOnline are as follows:

  • Ability to create employees appraisal.
  • An appraisal can be created by an employee for subordinates, juniors as well as his manager.
  • The appraisal is done under a plan in which various surveys can be created. Each survey can be answered by a particular level of employee hierarchy. The final review and appraisal is done by the manager.
  • Every appraisal filled by employees can be viewed through a PDF form.
  • Interview Requests are generated automatically by Odoo ERPOnline according to employees appraisal plans. Each user receives automatic emails and requests to perform appraisal of their colleagues periodically.

You can analyse appraisal data through the menu Reporting > Human Resources > Appraisal Analysis.

Define different appraisal categories

You can create new appraisal plans from Human Resources > Configuration > Appraisal Plans. Click Create and fill in the following details:

  • Appraisal Plan: A name for the appraisal plan.
  • First Appraisal in (months): This will be used to schedule the first appraisal date of the employee when selecting an appraisal plan.
  • Periodicity of Appraisal (months): This depicts the delay between each appraisal of this plan (after the first one).

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Appraisal Plans form

You must also create Appraisal Plan Phases, to let your plan evolve from one stage to another and be able to take appropriate action at every stage, like sending an e-mail. You can configure the following settings in an appraisal plan phase:

  • Phase: A name for the appraisal plan phase.
  • Wait Previous Phases: Set to True if you want all preceding phases to finish before launching this phase.
  • Sequence: The sequence number of this phase.
  • Action: Select an action, either Top-Down Appraisal Requests, Bottom-Up Appraisal Requests, Self Appraisal Requests or Final Interview.
  • Appraisal Form: The survey to link to this phase.

Here you will be able to customize more settings, like whether you would like to send an e-mail for this phase and the corresponding layout for it. You can also choose to send the results (answers) of this phase to the managers and employees.

Plan assessment dates

Once an appraisal plan is created, you can use it in an appraisal of an employee. Create a new appraisal from Human Resources > Appraisal > Appraisals. Select an Employee for whom this appraisal is being designed and select a Plan too. Here you must specify a deadline for the appraisal in the Date field.

Although, appraisal reminders are sent based on the First Appraisal in (months) and Periodicity of Appraisal (months) fields in Appraisal Plans form. You can use these to regulate assessment dates of Appraisals that utilize a corresponding plan.

Link survey and job evaluations

An appraisal plan is a sequence of phases, and each phase is linked to an appraisal form. This appraisal form is nothing but a survey, a tool for assessment through a questionnaire. Surveys are defined at Marketing > Surveys > Surveys. When an appraisal is started, interview requests are automatically created based on appraisal plans. If you create additional interview requests, there too you have to link the interview to a Survey. You may link to a survey that is any state (even Draft), but in order to start the interview, the linked survey must be in Open state.