Evaluaties¶
In Odoo kan de applicatie Evaluaties worden gebruikt om regelmatig de prestaties van medewerkers te evalueren. Managers kunnen de prestaties van hun medewerkers beoordelen en medewerkers de mogelijkheid geven om hun eigen prestaties te beoordelen. Beoordelingen zijn aanpasbaar en kunnen worden ingesteld op elk gewenst moment.
Evaluaties geven werknemers waardevolle feedback, waaronder werkbare doelen om naartoe te werken en meetbare vaardigheden om te verbeteren. Bovendien kunnen evaluaties de basis vormen voor loonsverhogingen, promoties en andere voordelen.
Regelmatige evaluaties zijn goed voor zowel de werknemers als de organisatie, omdat ze de prestaties op basis van de bedrijfsdoelen nauwkeurig kunnen meten en werknemers kunnen informeren waar verbetering nog mogelijk is.
Configuratie¶
Het Instellingen menu in de Evaluaties applicatie is waar de instellingen geconfigureerd kunnen worden, feedbacksjablonen bewerkt kunnen worden, frequenties ingesteld kunnen worden, evaluatieschalen beheerd kunnen worden, gegevens voor 360 feedback opgeslagen kunnen worden en doelcodes bekeken/gemaakt kunnen worden.
Instellingen¶
Om het menu Instellingen te openen, navigeert u naar .
Feedback-sjablonen¶
Feedbacksjablonen zijn opmaakmodellen die gebruikt worden tijdens een beoordelingsgesprek. Wijzigingen in een sjabloon worden opgenomen in het beoordelingsverslag dat naar de medewerker wordt gestuurd.
Er zijn twee standaard sjablonen voorgeconfigureerd in Odoo Evaluiaties: één voor feedback van medewerkers en één voor feedback van managers. Elk sjabloon bevat verschillende secties, samen met vragen en korte uitleg over hoe te reageren op de vragen.
Het Medewerker Feedback Template heeft de volgende onderdelen: Mijn werk, Mijn toekomst, en Mijn gevoelens.
Het Manager Feedback Template heeft de volgende onderdelen: Feedback, Evaluatie, en Verbeteringen.
Elke gewenste wijziging aan de standaard feedbacksjablonen kan worden gemaakt door de wijzigingen rechtstreeks in elk sjabloon aan te brengen.
Evaluaties¶
The Appraisals section of the settings menu determines the frequency that appraisals are performed, and if it is possible to request additional feedback.
Appraisals plans¶
By default, appraisals are pre-configured to be automatically created six months after an employee is hired, with a second appraisal exactly six months after that.
Once those two initial appraisals have been completed in the employee’s first year, following appraisals are only created once a year (every twelve months).
To modify this schedule, change the number of months in the blank fields under the Appraisals Plans section.
Belangrijk
If the Appraisals Plans section is modified, all empty Next Appraisal Dates are modified for all employees.
360 feedback¶
The 360 Feedback option can be enabled to allow managers to request feedback from other employees using a different survey form, at any time, independent of the appraisal schedule.
Typically, managers ask for feedback from other people who work with an employee they manage. This includes the employee’s various managers, peers, and direct reports.
To view the 360 Feedback survey, click the → Internal link icon at the end of the Default Template field. The 360 Feedback survey loads, and any desired changes to the survey can be made.
For more information on how to edit a survey, refer to the Create surveys document.
Belangrijk
The 360 Feedback form is a pre-configured survey within the Surveys application. In order to use the 360 Feedback option, including the ability to edit the survey, the Surveys application must be installed.
Evaluation scale¶
On each employee appraisal form, final rating options appear by default. To view and edit these options, navigate to . This presents the ratings in a list view.
The pre-configured ratings are Needs Improvement, Meets Expectations, Exceeds Expectations, and Strongly Exceeds Expectations. To add another rating, click the New button.
When the New button is clicked on the Evaluation Scale page, a blank line appears at the bottom of the list. Enter the name of the rating in the field.
To rearrange the order of the ratings, click the (six small gray boxes) icon to the left of a rating, and drag the rating to the desired position on the list.
360 feedback¶
The 360 Feedback section displays information for all the surveys currently configured in the Appraisals application. To view the surveys, and their statistics, navigate to .
Each appraisal (or survey) is presented in its own line on the 360 Feedback page, along with various information related to that particular appraisal.
Each appraisal includes the following information:
Survey Name: the name of the specific survey.
Responsible: the employee responsible for the survey, including the month and year they were given that designation.
Questions: the number of questions in that particular survey.
Average Duration: the average time a user spends completing the survey.
Registered: the number of people who have been sent the survey.
Completed: the number of people who have completed the survey.
Each appraisal also has two buttons at the end of each line: a Test button and a See Results button.
To see what an appraisal looks like for the end user (i.e. an employee), click the Test button, and the appraisal loads in a new browser tab. The entire appraisal loads, and can be clicked through without having to enter any answers.
To exit, close the tab. Or, click This is a Test Survey. → Edit Survey at the top of the page to be taken to the detail form for that particular survey.
To view the results from everyone who completed an appraisal, click the See Results button. This presents all the answers for the survey in a new tab. Each question provides information on how many people responded to a question, and how many people skipped it. All answers for each question are visible.
To exit, close the tab. Or, click → Edit Survey at the top of the page to be taken to the detail form for that particular survey.
In addition to viewing the responses from past appraisals and surveys, new surveys can also be created from the 360 Feedback page. Simply click the New button in the top-left of the page to create a new survey.
For more information on how to create a survey, refer to the Create surveys document.
Notitie
In previous versions of Odoo, this section was referred to as Surveys.