Odoo Appraisal
Employee appraisals play a key role in both individual and team development. They help highlight skills, identify areas for improvement, and align personal goals with the company’s overall objectives. However, without the right tools, HR appraisal management can quickly become time-consuming and difficult to leverage effectively. With Odoo Appraisal, you can digitize the entire employee appraisal process—from planning review cycles to analyzing results. This Odoo Appraisal module streamlines tracking, centralizes feedback, and makes it easier to implement actionable development plans.
Why use Odoo Appraisal?
Odoo Appraisal helps centralize and simplify your entire evaluation process. With a single, unified platform, both managers and employees gain clarity and efficiency:
- Fast, centralized planning: Set up appraisal campaigns in just a few clicks and roll them out across your teams.
- Dynamic tracking: Monitor progress in real time, send reminders to those who are behind, and ensure deadlines are met.
- Structured, comprehensive feedback: Collect self-assessments, peer reviews, and manager feedback in one organized tool.
What are the key features of Odoo Appraisal?
Odoo Appraisal brings together powerful tools to structure your appraisal processes and support employee growth.
Automated interview scheduling
With this module, setting up and launching appraisal campaigns takes just a few clicks. You define the review periods, the employees involved, and the managers responsible for evaluations.
Odoo Appraisal handles notifications, schedules meetings, and automatically follows up with stakeholders if delays occur. This reduces the risk of oversights and ensures a consistent process across your entire organization.
Custom questionnaires and 360° feedback
Easily create questionnaires tailored to your organization. You can include self-assessments, peer reviews, and manager feedback to get a well-rounded view of each employee’s strengths and areas for improvement. This approach encourages clear, constructive feedback and supports meaningful professional growth.
Goal tracking and development plans
With the Odoo Appraisal module, you can directly connect review meetings to individual goals and concrete action plans defined after each performance evaluation. Managers and employees can track progress on commitments and adjust development plans as needed.
HR dashboards and reporting
Odoo Appraisal dashboards give you a clear, real-time overview of your appraisal campaigns—completion rates, delays, and summary results. Detailed reports help you steer your HR strategy, spot trends, and launch targeted training or corrective actions.
How does Odoo Appraisal integrate with other Odoo modules?
Odoo Appraisal works alongside other Odoo modules to make your evaluations more comprehensive and effective.
Odoo Employees
This module relies on Odoo Employees to link each appraisal to employee HR data such as job positions, hierarchy, contracts, and seniority.This ensures structured tracking and makes it easier to prepare review campaigns.
Odoo eLearning
Evaluation results can be connected to training paths within Odoo eLearning. Once a need is identified, managers can assign training modules directly through the platform to support skill development.
Odoo Timesheets
By combining Odoo Appraisal with Odoo Timesheets, you can analyze how time spent on tasks aligns with evaluated performance. This provides managers with concrete data to support their feedback and tailor appropriate actions.
Odoo Project
Post-project evaluations are made easier through integration with Odoo Project. You can link an appraisal to the projects an employee worked on to assess their contributions and identify areas for improvement within a specific context.
Odoo Studio
Odoo Studio lets you customize Odoo Appraisal to fit your internal practices—adding custom fields, creating personalized workflows, setting automation rules…You get a tool that evolves with your needs without complex development.
What are the use cases for Odoo Appraisal?
Odoo Appraisal adapts to a wide range of evaluation scenarios—whether regular, one-time, or tied to specific employee lifecycle events.
Annual or semi-annual employee evaluations
You can rely on Odoo Appraisal to organize and track performance reviews conducted annually, every six months, or according to your company’s chosen schedule. These reviews are grouped into campaigns—planned and structured HR operations that consolidate all evaluations to be completed within a given period.
Managers and HR benefit from a single tool to:
- Prepare questionnaires
- Schedule interviews
- Collect feedback
- Monitor evaluation progress
- Analyze results
- Set personalized goals for each employee
This centralized approach ensures effective management and greater consistency in your appraisal process.
Onboarding or probation review meetings
Odoo Appraisal helps structure discussions during key stages of a new employee’s arrival. Feedback from both managers and new hires is collected in a single space to assess integration and prepare for the next steps in their career journey.
Post-project or post-assignment feedback
At the end of a project or major assignment, the module enables you to gather immediate feedback from stakeholders—managers, colleagues, and employees. This type of evaluation helps identify strengths and areas for improvement within teams.
Specific evaluations for internal certification programs
This module can also be used to conduct assessments related to internal certification programs. Results are recorded within a structured framework, making it easier to validate achievements and track certified skills.
Tracking skill development plans
With Odoo Appraisal, evaluations are directly linked to individual development plans. This makes it easier to monitor actions taken to strengthen skills and support employee growth.
Why choose Captivea for integrating Odoo Appraisal?
Implementing an effective appraisal tool is more than just installing a module. It requires a deep understanding of your HR challenges, evaluation methods, management goals, and operational constraints. At Captivea, we support you at every step to build a tailored solution that aligns perfectly with your processes.
We handle the integration of Odoo Appraisal with other components of your Odoo ERP (Employees, eLearning, Timesheets, etc.) and train your teams for a quick and smooth adoption. As a certified Odoo partner, we stay by your side long-term to evolve the tool according to your needs and support your HR initiatives sustainably.
Adopt Odoo Appraisal now and manage your evaluations with confidence
Choosing Odoo Appraisal means streamlining your HR appraisal management with an intuitive, powerful tool fully integrated into your ERP. Odoo Appraisal features enable you to precisely manage your performance review campaigns while promoting skill development within your teams.
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Frequently asked questions
An employee appraisal is a structured evaluation used to assess performance, identify growth areas, and guide professional development. With Odoo’s appraisal module, you can easily create appraisal campaigns, send feedback forms, and manage everything through the employee’s profile. This streamlines appraisal management and ensures evaluations are completed on time and aligned with your company goals.
To create an appraisal form, go to the appraisal module, click the new button, and select a survey template or build your own. You can include 360 feedback, rating scales, comments, and a final section for justification. Once ready, assign it to the right employees and schedule the appraisal date.
You can track the status of each employee appraisal from the dashboard or the employee profile. The status column shows whether a review is scheduled, in progress, or completed. A progress icon and total number of active campaigns help HR teams monitor deadlines and take quick action when needed.
In each appraisal, you’ll find tools like the feedback button, ask feedback button, and request feedback sections. These allow you to send feedback forms to peers or managers. All responses are displayed on the left side of the screen, within the appraisal record, making it easy to view feedback in one place.
Yes, Odoo lets you assess each employee’s skill level during the review. You can select the skill from a drop down menu in the skills tab and mark the current level. Based on the outcome, you can assign training or promotions, helping you connect performance to real development actions.
The appraisal includes an appraisal date, which can be selected during setup. Once confirmed, a meeting smart button appears that links directly to the scheduled discussion. This ensures both employees and managers are notified and can access all meeting details in advance.
To streamline evaluations, Odoo lets you use pre-made templates or custom survey forms. Click the new button, select a template, and adapt it to your needs. Each survey can include a final rating, open questions, and scale-based assessments. You can also set reminders to ensure the appraisal is completed.
If a blank field appears in an appraisal form, you can either send a reminder or confirm the review without it, depending on your settings. The status will update accordingly. It’s important to document any missing comments or justification when finalizing.
To plan ahead, use the next appraisal field in the employee profile. Simply click the icon, select a date, and set the schedule. This feature is useful for aligning employee growth reviews with company performance cycles.
Odoo Appraisal offers an intuitive overview of your team’s evaluations. You can assign surveys, track completion, analyze appraisal analysis results, and handle request feedback tasks from one place. It supports better decision-making on promotions, skill tracking, and internal development—making the process both efficient and beneficial to your business.