Skills evolution

In Odoo’s Appraisals app, it is possible to view employee’s skills as they progress over time in the Skills Evolution report, also known as the Appraisal Skills Report.

Managers can use this to see who is achieving their various skill goals set on their appraisals, who is meeting their skill deadlines, who has the highest performance in terms of skill development, and more.

The Skills Evolution report also provides the ability to search for employees with specific skills at certain levels, which can be helpful for scenarios where specific skills are required.

Skills evolution report

To access this Skills Evolution report, navigate to Appraisals app ‣ Reporting ‣ Skills Evolution.

Doing so reveals the Appraisal Skills Report page. All skills are grouped by the month they were created, then by employee, and then by skill type.

Important

The Appraisals Skills Report only displays skills for employees with at least one completed appraisal. Skills for employees whose appraisals are still draft or pending are not included.

When an employee completes their first appraisal, all their skills appear on the report. Once subsequent appraisals are marked as done, any skill changes from the previous appraisal appear on the report.

Any skill level changes from ongoing appraisals that have not been finalized are not included in this report.

To view the specific details for an employee’s skill types, expand the Employee, then expand the individual Skill Types. Each skill type displays the following information:

  • Employee: the name of the employee.

  • Skill Type: the category the skill falls under.

  • Skill: the specific, individual skill.

  • Current Level: the current level the employee has achieved for the skill.

  • Previous Progress: the previous percentage of competency achieved for the skill.

  • Current Progress: the current percentage of competency achieved for the skill.

  • Justification: any notes entered on the skill, explaining the progress.

The color of the skill text indicates any changes from the previous appraisal. Skill levels that have increased since the last appraisal appear in green, as an Improvement. Skill levels that have not changed appear in black, as No Change. Skills that have regressed appear in red, as Regression.

This report can be modified to find specific information by adjusting the filters and groupings set in the search bar at the top.

A report showing all the skills grouped by employee.

Use case: Identify employees with specific skills

Since the Appraisal Skills Report organizes all skills by month, then employee, it can be difficult to find employees with a specific skill at a specific level. To find these employees, a custom filter must be used.

In this example, the report is modified to show employees with an expert level of Javascript knowledge. To view only those employees, first remove all active filters in the search bar.

Next, click the (Toggle Search Panel) icon in the search bar, then click Add Custom Filter beneath the Filters column to load an Add Custom Filter pop-up window.

Using the drop-down menu in the first field, select Skill. Then, keep the second field as-is (is in), and select Javascript from the third drop-down menu in the third field.

Next, click New Rule, and another line appears. In this second line, select Current Level for the first drop-down field, leave the second field as-is (is in), then select Expert for the third drop-down field.

After the second rule is added, navigate to the text at the top of the pop-up window that shows Match any of the following rules. Click the drop-down menu for any and change it to all.

Finally, click the Add button.

The Custom Filter pop-up with the parameters set.

Now, only employees that have an Expert level for the skill Javascript appear. In this example, only Marc Demo meets these criteria.

The employees with expert Javascript skills.

Use case: Assess highest improvement

Another way to modify the Appraisal Skills Report is to identify the employee who has the highest amount of improved skills over a specific period of time.

To view this information, first remove the default filter in the search bar. Next, click the (Toggle Search Panel) icon in the search bar, then click Improvement beneath the Filters column. Enabling this filter only presents skills that have improved.

It is possible to view the skills that have improved over a period of time, such as a specific quarter, or month. With the search bar drop-down menu still expanded, click Add Custom Filter at the bottom of the Filters column, and an Add Custom Filter pop-up window appears.

Select Create Date for the first drop-down field, then select is between for the second drop-down field. Once is between is selected, a second field appears after the last field. Using the calendar selector, select the date range to apply the filter to. Once all the fields are properly formatted, click Add.

The custom filter presents all skills that have been improved, organized by employee, in a default list view.

Example

To determine the employee with the most amount of improved skills for the second quarter, remove the default filter in the search bar of the Appraisal Skills Report. Next, activate the Improvement filter, then click Add Custom Filter at the bottom of the Filters column.

In the resulting Add Custom Filter pop-up window, select Create Date for the first drop-down field, then select is between for the second drop-down field. Two date fields appear after is between is selected.

Using the calendar selector, set the first date to 04/01/2025 and the second date to 06/30/2025, then click Add.

The Custom Filter pop-up with the parameters set.

To view the number of employees and skills in further detail, click the (Pivot) icon in the top-right corner to view the data in a pivot table. This presents a pivot table with the employees populating the rows, and the only visible column represents the total number of improved skills.

To expand the columns to view which skill types had the most overall improvement, click Total above the Count column, then click Add Custom Group , then click Skill from the resulting drop-down menu. This expands all the improved skills, organized by individual skill.

Example

In this example, Audrey Peterson improved the most in the third quarter, with five improved skills.

The pivot table showing the skill improvements for the third quarter.