| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Employees (hr)
• Discuss (mail) |
| Lines of code | 1410 |
| Technical Name |
hrms_performance_management |
| License | OPL-1 |
| Website | http://pragtech.co.in |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Employees (hr)
• Discuss (mail) |
| Lines of code | 1410 |
| Technical Name |
hrms_performance_management |
| License | OPL-1 |
| Website | http://pragtech.co.in |
Compatible with Odoo v18
Next-gen platform for effortless
360° performance reviews
The HRMS Performance Management App for Odoo gives HR teams and managers a
structured, end-to-end system to
assign goals,define KPIs & KRAs, track progress, collect
360-degree feedback and close evaluations - all in one place.
Set department or role-specific goals. Enable self and manager reviews. Get automated
reminders, clear status
tracking and final HR approvals -> all documented, all traceable.
Whether you're managing 10 or 1,000 employees, this app ensures every performance cycle is
consistent,
transparent and aligned with your business strategy.
Because great teams deserve better reviews.
Smart features that drive performance
Role-based Access
Define who can view, create or approve - whether by department or job role. Keeps workflows clean and secure.
KPI & KRA management
Build a performance blueprint that's relevant. Define KRAs department-wise or job-wise and attach measurable KPIs to each.
Goal assignment
Managers can assign goals with deadlines, weightages, and expected targets. Keeps expectations transparent and traceable.
Auto-Cancellation
Inactive goals? The system auto-cancels them after a timeline - nudging teams to act and preventing stale performance items.
Self & Manager evaluations
Employees reflect on their work, while managers add contextual reviews - making the process fair, participatory and more accurate.
360 Feedback interface
Feedback from peers, managers or others adds dimension to evaluations. The interface is clean, guided and auto-fills required info.
HR final decision
Once managers finish, HR steps in to finalize outcomes, comment and record formal decisions ensuring control and consistency.
Performance suggestions
The system auto-suggests a Performance Improvement Plan (PIP) if feedback and scores indicate underperformance — action-oriented and preventive.
Underperformance alerts
HR can configure warnings, issue formal alerts, and keep documentation traceable - helping teams support, not just penalize.
Smart employee warnings
Issue warnings, attach proof or documents and track them inside the employee profile - everything stays centralized.
Installation
To install the module, you need to go to the Apps menu and remove the filter from the search bar and type the module name hrms_performance_management, and click on the Activate button.
Configuration
Activate developer mode. Go to the settings and open the Users & Companies menu. In that menu, open groups and search for Company. Here you can see three groups. Add the related users to the matching group.
Open the Performance Management menu and open Configuration, then click on the KPI. Here, we need to create the KPIs.
Also, in Configuration, open the KRA. Create the KRAs by department-wise or Job position-wise. Also, add the related KPIs to the KRAs.
Workflow
Open the Performance Management and open the Goal Assignment. The Manager will create a new record. Select the employee, then the department and job position will automatically fetch here, and enter the goal, select the Boolean for Department-wise/Job Position-wise. Leave a weightage, Target, Start Date, End Date. Set it to active.
After the activation employee will see the goal assignments in the goals section.
When the employee starts to work towards the goal, they must need to change the status to in progress by clicking the Set to in progress button otherwise, the goals will expire/canceled automatically.
Also, when the goal is completed, the employee needs to change the status to completed. Meanwhile, the KPI Score and KPI Ratings will automatically be calculated and shown in the record.
We have a Self Evaluation section to evaluate the goal. Each employee needs to do the evaluation. Select the goal and provide the inputs for the questions, and submit.
The Manager will be notified by email and via activity. Also, see the submitted evaluation.
The manager will review the evaluation and change the status to reviewed.
The next step is the approval of the evaluation. Before the approval, the manager must provide their feedback on the evaluation in the 360 Feedback section.
For the 360 Feedback, the Manager will have a 360 Feedback menu. Here, they can provide the 360 Feedback for the evaluation. The employee's name will automatically be fetched from the evaluation record. Feedback Provider name will automatically be set as the current user name. Select the evaluation in Self Evaluation of Employee, select Manager in the Feedback Type, provide Overall Rating, and Comment.
After the Manager provides their feedback through the 360 feedback, the record will be shown in the corresponding evaluation. The manager will approve the evaluation.
Next is HR level approval. HR will have a Performance Feedback menu. All the Managers’s approved records will show here. HR will select the record.
First, HR needs to add an outcome decision by clicking the Add Outcome Decision button. The outcome decision will automatically be added.
After the outcome decision, HR needs to add their Comment/Feedback.
Then HR will mark the evaluation as done by clicking the Set to done button.
If the Outcome decision was Low/Low Performer, then the system will automatically suggest a Performance Improvement Plan (PIP).
HR will have an Employee Warning option in the configuration. Here, HR can give warnings to particular employees.
Employees can see the warnings here.
Odoo HRMS performance review setup | Quick & easy walkthrough
Empower businesses through intelligent, cost-effective solutions
Modern businesses face complex challenges. Our Odoo apps are
designed to turn
those challenges into opportunities - making your workflows intuitive, efficient and
scalable. Crafted to
make your business run smoother, faster and smarter.
Achieve operational excellence, deliver unforgettable guest experiences and aim for scalable
growth -
whether you're a boutique property or a global chain.
Experience the difference of solutions built for real business needs, not just features.
To install the module, go to the Apps menu, remove all default filters, search for hrms_performance_management, and click on the Activate button. Ensure you have the necessary permissions to install apps.
Only users who are part of the Manager group (configured in "Users & Companies > Groups") can create and assign performance goals through the Goal Assignment section.
Yes. You can configure KRAs department-wise or job position-wise under Performance Management > Configuration > KRA, and then link the appropriate KPIs to them from the KPI menu.
If the status remains unchanged, the system will automatically expire or cancel the goal after the set timeline. It's important that employees update their status to "In Progress" once they start working on the assigned goal.
Managers can provide 360 feedback from the 360 Feedback menu. The employee and evaluation records are auto-fetched. Feedback includes ratings and comments, which are stored with the evaluation and are required before manager approval.
Once approved, the evaluation moves to HR for the final review. HR adds an Outcome Decision and comments. If the outcome is marked as a Low Performer, the system will suggest a Performance Improvement Plan (PIP). HR can also issue warnings via the Employee Warning section.
HRMS Performance Management
One-time Setup | 90 Days Support | Multilingual Compatibility
What's included in this
User Manual for Easy Onboarding
90 Days Support (Monday to Friday, 10 AM – 7 PM IST)
One-Time Setup for Seamless Integration
We support for English / French / Spanish at an additional cost
Works & tested on standard installations of Odoo with no third party apps
Free support only for odoo installations with no third party apps
Paid support availaible for Odoo installations with third party apps.
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Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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