Employees: Employees Workflows: Creating + Conducting Employee Appraisals

The purpose of this documentation is to outline the use and processes associated with creating, completing, and sending employee appraisal forms in the Appraisal application of Odoo 15.

To get started, navigate to the Appraisal app.

Creating and Conducting Employee Appraisal 

Once there, click on CREATE.

On the following form view screen fill in the following information: 

• Employee: Select an employee by their name.
  

• Manager: This field will automatically pull the employees manager information from their employee record, if any.

• Appraisal Date: Select the due date for the appraisal to be completed.

• Department: This will automatically fill with the employees Job Position set on their employee record under the HR Settings tab, if any.

• Company: If your database is multi-company, this will automatically fill in with the company set under the employees record, if any.

Schedule the Meeting

•  Employee's Goals: This will take you to a kanban view of this employee's goals. As a manager, you can set new goals for the employee along with their progression and deadline of when these goals need to be met.

•  Meeting: This will take you to the calendar view to see what meetings are currently scheduled for this employee with you.

•   Prev. Appraisal: This will take you to the most recent appraisal this employee has had (if any).
  

In order to schedule the meeting, click into the Appraisal record, the click on the  No Meeting smartbutton.

This will direct you to your company calendar, where you can schedule the meeting for your employee.

Scheduled Activities and Feedback

The employee will automatically get a scheduled activity for them to complete the Employee feedback the moment the Manager confirms the Appraisal.