평가 실시¶
This guide explains the end-to-end appraisal workflow in Odoo, from creation to final rating, showing how managers and employees collaborate at each stage.
Employee self-assessment: The employee completes the Employee’s Feedback template and updates their skills. Responses remain hidden until the employee sets the form to Visible to Manager.
Manager feedback: While the employee works on their section, the manager reviews goals, gathers peer input if needed, and fills out the Manager’s Feedback template. Feedback can remain hidden until the appraisal meeting.
Appraisal review: Manager and employee meet to discuss both feedback sections, validate skill changes, and agree on next steps. The meeting can be scheduled directly from the appraisal or the calendar.
Completion and rating: After the discussion, the manager assigns a final rating, adds any private notes, and marks the appraisal as done. The record then locks unless it is reopened for further edits.
Throughout the process, optional actions, such as requesting peer feedback or logging private manager notes, enhance the appraisal’s accuracy and relevance.
직원 자기 평가¶
Once an appraisal is confirmed, the employee is required to fill out the self-assessment.
참고
Only confirmed appraisals can be worked on. If an appraisal is not confirmed, the fields on the appraisal form cannot be edited, and feedback cannot be recorded.
After the employee receives a notification via email that an appraisal is confirmed and scheduled, they are requested to fill out their half of the default appraisal template, and update any skills.
Employees can click on the link in the confirmation email to navigate to the appraisal, or they can open their appraisal in the Appraisals app. To do this, open the Appraisals app, then click on the appraisal card.
템플릿에 있는 직원 피드백 의 절반은 나의 업무, 나의 미래, 그리고 나의 생각 섹션으로 구성되어 있습니다. 각 섹션은 직원이 답변할 수 있도록 여러 가지 질문이 지정되어 있으며, 이를 통해 직원이 자기 평가를 수행하고 회사와 자신의 역할에 대한 피드백을 제공할 수 있도록 합니다.
자기 평가 완료하기¶
The employee feedback remains hidden from management while the employee is performing their self-assessment. Once the employee has completed their half of the appraisal, and updated any skills, they click the gray Private toggle. This changes the toggle text to Shared to Appraisers, the color changes to green, and their responses are then visible to the appraisers.
관리자 피드백¶
While the employee is completing their Employee’s Feedback section, the manager fills out the Manager’s Feedback section.
참고
Multiple appraisers can be selected in the Appraisers field in the top half of the appraisal form. Anyone added as an appraiser is able to review the appraisal and populate the Manager’s Feedback section.
Typically, managers conduct appraisals with their employees, one on one. Some cases may require more than one appraiser, such as an annual review for an upper management position, or for an employee being promoted.
Before the manager fills out their portion of the appraisal, managers typically ask for additional feedback from the employee’s coworkers, to better understand all the achievements and challenges for the employee.
Once the manager has all the information they need to evaluate the employee, they fill out the Manager’s Feedback section of the appraisal form. The manager’s half has the following sections: Feedback, Evaluation, and Improvements.
The manager’s appraisal focuses on the employee’s accomplishments, as well as identifying areas of improvements, with actionable steps to help the employee achieve their goals in both the long and short term.
When the feedback section is completed, the manager clicks the Private toggle. This changes the toggle text to Shared to Employee, the color changes to green, and their responses are then visible to the employee.
참고
Some managers prefer to keep their feedback hidden from the employee until they meet with the employee to discuss the appraisal.
피드백 요청¶
As part of the appraisal process, the manager can request feedback for an employee from anyone in the company about an employee. In Odoo, this is referred to as 360 Feedback.
Feedback is requested from coworkers and anyone else who works with the employee. This is to get a more well-rounded view of the employee, and aid in the manager’s overall assessment.
중요
To request feedback, the appraisal must be confirmed. Once confirmed, an Ask Feedback button appears in the upper-left corner of the form.
평가 검토¶
Once both portions of an appraisal are completed (the employee and manager feedback sections), it is time for the employee and manager to meet and discuss the appraisal.
During the appraisal meeting, the manager reviews both the Employee’s Feedback section as well as their own Manager feedback.
Additionally, the employee’s skills and goals are reviewed at this time, and updated as needed.
평가 면접 일정 수립¶
Meetings to review appraisals are scheduled from the individual appraisal Kanban card.
To schedule an appraisal, navigate to , and click on the desired Kanban card.
Click the Schedule Meeting button, and the Meetings dashboard loads. Navigate to the desired date using the calendar on the right side, then click on the desired time on the calendar. This opens a New Event pop-up window.
The (Title) field is populated with Appraisal of (Employee Name), and
the date and time populate the (Dates) fields. The employee and
appraisers populate the (Participants) field by default. Add anyone else
who should be in the meeting, if necessary.
Add a (Location) if desired. This can be more detailed, such as Main
Conference Room.
To make the meeting a video call, instead of an in-person meeting, click Video, and a (Videocall URL) link appears.
Set the (Visibility) using the drop-down menu. The options are either Private, Public, or Only internal users.
Any notes or additional information can be added in the (Notes) line.
Once all the desired changes are complete, click Save. The meeting now appears on the calendar, and the invited parties are informed, via email.
직원 직무 능력 검토¶
Part of an appraisal is evaluating an employee’s skills and tracking their progress over time. Once an appraisal is confirmed, the Skills tab of the appraisal form auto-populates with the skills from the employee form. Additionally, if the Target Job field is populated, the corresponding skills and expected levels also appear in the Skills tab. The target level for each skill appears in red in the Job Target column.
Each skill is grouped with like skills, and the Skill Level, Current progress, and Justification are displayed for each skill.
If a Skill Level has changed since the last appraisal, the level must be updated.
참고
The Skills tab does not appear on the appraisal until the appraisal is confirmed.
Click on the Skill Level for the skill that has changed, revealing a dropdown of all
available levels. Click on the new level for the skill. Once selected, the Current field
updates accordingly. Next, click into the Justification field for the skill, and enter
any relevant details explaining the change, such as took a fluency language test or received
Javascript certification.
If necessary, add any new skills for the employee.
After the appraisal is completed and the skills have been updated, the next time an appraisal is confirmed, the updated skills populate the Skills tab.
참고
The Skills tab can be modified at any time.
평가 완료하기¶
After the appraisal has been filled out by both the employee and the manager, and both parties have met and discussed the employee’s performance, the manager then logs any notes, and assigns a rating.
When completed, click the Mark as Done button in the upper-left corner of the appraisal form.
Once the appraisal is marked as Done, the status changes from Confirmed to Done, and the Mark as Done button changes to a Reopen button.
팁
When an appraisal is marked as done, it is locked and modifications are not possible. To make any changes to an appraisal with a status of Done, click the Reopen button, then make any needed modifications. Once all modifications are complete, click the Mark as Done button again.
비공개 메모 추가하기¶
Managers can log notes on an appraisal that are only visible to other managers. Enter any notes in the Private Note tab. This can be done anytime during the appraisal process.
평가 대상 직원은 이 탭에 액세스할 수 없으며, 해당 탭은 평가에 표시되지 않습니다.
이 탭은 선택 사항이며 최종 평가에는 영향이 없습니다.
최종 평가 제출¶
After both the manager and employee have met to discuss the employee’s performance, the appraisal must be given a Final Rating.
Using the drop-down menu, select the rating for the employee. The default options are: Needs improvement, Meets expectations, Exceeds expectations, and Strongly Exceeds Expectations.
새로 평점을 추가하려면 로 이동합니다. 기본 평점은 목록 보기에서 확인할 수 있습니다. 새 평점을 추가하려면 왼쪽 상단에 있는 신규 버튼을 클릭합니다. 목록 하단에 빈 줄이 나타납니다. 새로운 평점을 입력한 후 엔터 키를 누르거나 줄 밖의 공간을 클릭합니다. 필요한 만큼 얼마든지 평점을 추가해 보세요.
Click in the top menu to return to the Appraisals dashboard, click on the appraisal, then select the desired Final Rating.