Skip to Content
Menu
This question has been flagged
1 Reply
323 Views

Hi when I create and appraisal for an employee (with only a portal acces), I can't send him the appraisal to have it filled in.


When I click 'Send by email', he gets a button to fill in the appraisal, but when clicked he arrives to the portal. When loggging in he can't see his appraisal to fill in.


So my question is: how do I set this up correctly for our client who wants to have all his employees fill in their appraisals?


Or do they need a full user account to fill them in?


Any help would be greatly appreciated. Thanks

Avatar
Discard
Best Answer

Hi,

By default in Odoo, only internal users with full user accounts can fill in appraisal forms, because the Appraisal module is designed as an internal HR tool and does not expose records to portal users. That’s why when a portal employee clicks the email link, they are redirected to the portal but cannot see their appraisal. If your client wants every employee to fill in their own appraisal without paying for full user licenses, there are two common approaches: either customize the portal to give employees access to their appraisal records, or use the built-in survey integration where each appraisal is linked to a survey form. With the survey option, employees can complete their appraisals through a survey link without needing internal accounts, and HR can automatically attach the results to the appraisal record. This makes the survey method the most practical solution if the goal is to collect appraisal feedback from many employees without giving them all paid Odoo access.


Hope it helps.

Avatar
Discard
Related Posts Replies Views Activity
0
Mar 15
3510
1
Nov 22
3031
4
Dec 19
5301
1
Sep 15
3777
0
Sep 15
5371