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---
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show-content: true
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---
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# Appraisals
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In Odoo, the *Appraisals* application can be used to evaluate employee performance on a recurring
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basis. Managers can evaluate the performance of their employees, and also allow employees to do a
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self-assessment of their own. Appraisals are customizable, and can be set for any kind of schedule
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desired.
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Appraisals give employees valuable feedback, including actionable goals to work toward, and
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measurable skills to improve upon. Additionally, appraisals may form the basis for raises,
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promotions, and other benefits.
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Regular appraisals are good for both the employees and the company, since they can accurately
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measure performance based on company goals, and show employees where they need to improve.
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## Configuration
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The {guilabel}`Configuration` menu in the *Appraisals* application is where the settings can be
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configured, feedback templates can be edited, frequencies can be set, evaluation scales can be
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managed, data for 360 feedback can be stored, and goal tags can be viewed/created.
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### Settings
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To access the *Settings* menu, navigate to {menuselection}`Appraisals application --> Configuration
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--> Settings`.
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#### Feedback templates
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Feedback templates are form outlines used during an employee appraisal. Any edits made to a template
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are, ultimately, reflected in the appraisals sent to employees.
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There are two default templates pre-configured in Odoo *Appraisals*: one for employee feedback, and
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one for manager feedback. Each contains several sections, along with questions, and brief
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explanations for how to respond to the questions.
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The {guilabel}`Employee Feedback Template` has the following sections: {guilabel}`My work`,
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{guilabel}`My future`, and {guilabel}`My feelings`.
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The {guilabel}`Manager Feedback Template` has the following sections: {guilabel}`Feedback`,
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{guilabel}`Evaluation`, and {guilabel}`Improvements`.
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Any desired changes to the default feedback templates can be made by making changes directly in each
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template.
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#### Appraisals
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The {guilabel}`Appraisals` section of the settings menu determines the frequency that appraisals are
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performed, and if it is possible to request additional feedback.
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```{image} appraisals/appraisals-setting.png
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:align: center
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:alt: The appraisals sections with the timeline filled in and 360 feedback enabled.
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```
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(appraisals-appraisal-plan)=
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##### Appraisals plans
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By default, appraisals are pre-configured to be automatically created six months after an employee
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is hired, with a second appraisal exactly six months after that.
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Once those two initial appraisals have been completed in the employee's first year, following
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appraisals are only created once a year (every twelve months).
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To modify this schedule, change the number of months in the blank fields under the
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{guilabel}`Appraisals Plans` section.
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:::{important}
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If the {guilabel}`Appraisals Plans` section is modified, **all** empty {guilabel}`Next Appraisal
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Dates` are modified for **all** employees.
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:::
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##### 360 feedback
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The {guilabel}`360 Feedback` option can be enabled to allow managers to request feedback from other
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employees using a different survey form, at any time, independent of the appraisal schedule.
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Typically, managers ask for feedback from other people who work with an employee they manage. This
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includes the employee's various managers, peers, and direct reports.
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To view the {guilabel}`360 Feedback` survey, click the {guilabel}`→ Internal link` icon at the end
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of the {guilabel}`Default Template` field. The {guilabel}`360 Feedback` survey loads, and any
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desired changes to the survey can be made.
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For more information on how to edit a survey, refer to the {doc}`../marketing/surveys/create`
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document.
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:::{important}
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The {guilabel}`360 Feedback` form is a pre-configured survey within the *Surveys* application. In
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order to use the {guilabel}`360 Feedback` option, including the ability to edit the survey, the
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*Surveys* application **must** be installed.
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:::
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### Evaluation scale
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On each employee appraisal form, final rating options appear by default. To view and edit these
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options, navigate to {menuselection}`Appraisals application --> Configuration --> Evaluation Scale`.
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This presents the ratings in a list view.
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The pre-configured ratings are {guilabel}`Needs Improvement`, {guilabel}`Meets Expectations`,
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{guilabel}`Exceeds Expectations`, and {guilabel}`Strongly Exceeds Expectations`. To add another
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rating, click the {guilabel}`New` button.
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When the {guilabel}`New` button is clicked on the {guilabel}`Evaluation Scale` page, a blank line
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appears at the bottom of the list. Enter the name of the rating in the field.
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To rearrange the order of the ratings, click the {guilabel}`(six small gray boxes)` icon to the left
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of a rating, and drag the rating to the desired position on the list.
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```{image} appraisals/evaluation-scale.png
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:align: center
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:alt: The evaluation scale, with the new button and click and drag icons highlighted.
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```
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### 360 feedback
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The {guilabel}`360 Feedback` section displays information for all the surveys currently configured
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in the *Appraisals* application. To view the surveys, and their statistics, navigate to
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{menuselection}`Appraisals application --> Configuration --> 360 Feedback`.
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```{image} appraisals/survey-list.png
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:align: center
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:alt: A list view of all available surveys in the Appraisals application.
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```
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Each appraisal (or survey) is presented in its own line on the {guilabel}`360 Feedback` page, along
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with various information related to that particular appraisal.
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Each appraisal includes the following information:
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- {guilabel}`Survey Name`: the name of the specific survey.
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- {guilabel}`Responsible`: the employee responsible for the survey, including the month and year
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they were given that designation.
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- {guilabel}`Questions`: the number of questions in that particular survey.
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- {guilabel}`Average Duration`: the average time a user spends completing the survey.
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- {guilabel}`Registered`: the number of people who have been sent the survey.
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- {guilabel}`Completed`: the number of people who have completed the survey.
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Each appraisal also has two buttons at the end of each line: a {guilabel}`Test` button and a
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{guilabel}`See Results` button.
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To see what an appraisal looks like for the end user (i.e. an employee), click the {guilabel}`Test`
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button, and the appraisal loads in a new browser tab. The entire appraisal loads, and can be clicked
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through without having to enter any answers.
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To exit, close the tab. Or, click {guilabel}`This is a Test Survey. → Edit Survey` at the top of the
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page to be taken to the detail form for that particular survey.
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To view the results from everyone who completed an appraisal, click the {guilabel}`See Results`
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button. This presents all the answers for the survey in a new tab. Each question provides
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information on how many people responded to a question, and how many people skipped it. All answers
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for each question are visible.
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To exit, close the tab. Or, click {guilabel}`→ Edit Survey` at the top of the page to be taken to
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the detail form for that particular survey.
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In addition to viewing the responses from past appraisals and surveys, new surveys can also be
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created from the {guilabel}`360 Feedback` page. Simply click the {guilabel}`New` button in the
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top-left of the page to create a new survey.
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For more information on how to create a survey, refer to the {doc}`../marketing/surveys/create`
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document.
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:::{note}
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In previous versions of Odoo, this section was referred to as {guilabel}`Surveys`.
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:::
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:::{seealso}
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- {doc}`appraisals/new_appraisals`
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- {doc}`appraisals/goals`
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- {doc}`appraisals/appraisal_analysis`
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- {doc}`appraisals/skills_evolution`
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:::
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```{toctree}
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:titlesonly: true
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appraisals/new_appraisals
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appraisals/goals
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appraisals/appraisal_analysis
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appraisals/skills_evolution
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```
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