安排考评¶
Odoo的 绩效评估 应用可帮助经理执行定期的绩效评估。每次评估都可以包含员工自我评估环节，并可遵循公司设定的任何时间安排。
定期评估将日常工作转化为明确的目标和可衡量的技能指标。它们还为人力资源部门提供加薪或晋升所需的客观证据，并使个人绩效与公司关键绩效指标保持一致。
考评既可以通过 考评计划 来 自动安排。
自动安排¶
为确保不会错过任何评估，请前往 :menuselection:`绩效评估应用 –> 配置 –> 设置`启用自动安排功能。
设置 评估计划 决定了安排评估的频率。
考评计划¶
By default, appraisals are preconfigured to be automatically created six months after an employee is hired, with a second appraisal exactly six months after that.
一旦员工在第一年完成了两次初次评估，接下来的评估只需每年进行一次（每 12 个月 1 次）。
要修改此计划，请更改 考评计划 部分空白字段中的月数。
重要
Changing the Appraisals Plans field updates every employee record whose Next Appraisal Dates is empty.
Appraisals automation¶
Tick the checkbox next to Appraisals Automation to have Odoo automatically schedule and confirm appraisals.
Appraisals are scheduled according to the appraisal plan.
Manually schedule an appraisal¶
Managers can schedule an appraisal at any time, outside the regular cycle.
For example, if an employee is promoted, or transfers to a new role or a new department, an appraisal is scheduled to assess performance in the current role.
To create a new appraisal, open the app, and click the New button in the upper-left corner. This opens a blank Appraisals form.
First, using the drop-down menu, select the employee being evaluated, in the first field on the form. Once an employee is selected, the employee’s Manager, Job Position, and Department fields are populated according to the information on the employee record.
The current date populates the Appraisal Date field, which is the date the appraisal is scheduled to be completed. Using the calendar selector, adjust the date, if desired. This field is typically updated when the manager submits their final rating at the end of the appraisal process.
If there is an appraisal plan configured, the Next Appraisal Date field displays Ongoing. This indicates that the following appraisal will be scheduled according to the appraisal schedule. Once the appraisal is marked as complete, the Next Appraisal Date is updated with the date of the next appraisal.
Last, select the desired Appraisal Template. The Default Template populates this field, by default, and is created when the Appraisals app is installed. Using the drop-down menu, select a different template, if desired.
Once the information in the top-half of the Appraisals form is complete, click the Confirm button in the upper-left corner, and the appraisal is scheduled, and the employee is notified.
Once the appraisal is confirmed, both the employee and manager can start to fill out the appraisal.
