Human Resource in Odoo 10 - Part 3: Appraisal

Hieu Le

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Appraisal

In Odoo 8, this app was available but its design was complicated to use, I think. See this video for the Appraisal process in Odoo 8.

  • Step 1: define the Appraisal Plan at menu Human Resource > Appraisal > Interview Requests.

There are 4 type of actions which were explained in this discussion:

- Top-down: the most traditional form of appraisal - manager/supervisor feeds back to subordinate based on observation, quality of work, relationship, etc.

- Bottom-up: employee provides indirect feedback to manager via a rating system based on communication skills, decision making, clarification of objectives, etc.

- Self-appraisal: Individual provides their own feedback based on introspection.

- Final Interview: you know what this is. :)

I am not sure that I selected the right actions. What I would like to do here is:

- Employee self-evaluate himself.

- Collect feedbacks from his coworkers. In this case, I think it is not something like top-down or bottom-up strategy.

- Collect feedbacks from his upper managers.

- Do a final interview.

 
  • Step 2: create an appraisal, start it, select the Interviewer ...

One drawback to this design is that I can select only one Interviewer for each phase. In case I want to hear from some of his coworkers and managers, I need to update the appraisal plan, add more lines, and this is inconvenient.

  • Step 3: the Interviewers log into the system to answer their Interview Requests at menu Human Resource > Appraisal > Interview Requests.

In Odoo 9 and 10, Appraisal app becomes an Enterprise feature, you have to sign Odoo Enterprise Subscription to use it. The process is more simple and flexible. You can see at a glance that there are only 2 menus Appraisal and Report.

I will redo the example above using Odoo 10.

  • Step 1: create an appraisal and start it. The form includes all necessary information: email template, plan, attendances, survey forms. Now I can select several managers, colleagues for the appraisal.

 
  • Step 2: the attendances will do the survey form sent to their emails

  • Step 3: finally, the manager or human resource manager can view the answers from all people who get involved in the process, then make a decision. The appraisal process will be done.

Next part: HUMAN RESOURCE IN ODOO 10 - PART 4: PAYROLL