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OE HR: Appraisals

by
Odoo

$ 27.41

v 18.0 Third Party
Live Preview
Versions 12.0 13.0 14.0 15.0 16.0 17.0 18.0 19.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Calendar (calendar)
• Discuss (mail)
• Employees (hr)
• Surveys (survey)
Community Apps Dependencies
Lines of code 2943
Technical Name oe_hr_appraisals
LicenseOPL-1
Websitehttps://odooengineering.com
Versions 12.0 13.0 14.0 15.0 16.0 17.0 18.0 19.0
Keywords: hr appraisals, performance reviews, employee feedback, 360 surveys, goal tracking, HR automation, calendar integration, AI insights, Odoo 12, talent management, appraisal workflows, competency matrix, people analytics, hr meetings
Odoo Engineering

OE HR Appraisals

Deliver modern performance reviews with guided workflows, survey automation, and AI-driven coaching

Try It Out Contact Us

Enhanced Features in This Version

Professional Capabilities for Your Business

360° Multi-Rater Surveys

Configure manager, peer, collaborator, and self-assessments with dedicated survey templates for each rater group.

Goals & KPI Tracking

Set weighted goals with ratings and auto-calculated scores, track progress, and link outcomes to appraisal results.

Competency Matrix

Define weighted competency rubrics per appraisal with automated scoring and visual performance mapping.

Dual Sign-Off Workflow

Employee and manager acknowledge appraisal results with one-click signatures and PDF generation.

Calendar Interview Scheduling

Schedule final review meetings directly from the appraisal record with automatic activity follow-up.

Command Center Dashboard

Department-grouped appraisal overview with overdue filters, response tracking, and drill-down access.

AI Coaching Cues

Optional AI analysis queues coaching summaries and recommended next steps for every appraisal record.

Automated Reminders

Cron-driven periodic appraisal creation and overdue escalation with email and activity notifications.

Key Features & Capabilities

Everything you need for professional operations

360° Survey Builder

Configure manager, colleague, collaborator, and self-assessments with dedicated survey templates for each group.

Automated Invitations

Send personalized appraisal emails in bulk with reusable templates and activity reminders for each rater.

Action Plan Tracking

Capture coaching notes, development goals, and follow-up meetings within the appraisal record and chatter.

Meetings & Activities

Schedule final interviews on the calendar and automatically assign follow-up activities to managers and employees.

Real-Time Response Tracking

Monitor sent surveys versus completed responses with stat buttons and drill-down access to survey submissions.

Department Insights

Provide HR and department managers with KPI dashboards showing pending and completed appraisals per team.

Periodic Scheduling

Automatically generate appraisals based on employee frequency rules with cron-driven reminders.

AI Coaching Cues

Queue AI analysis jobs to summarize themes and recommended next steps for every appraisal record.

Security & Compliance

Role-based access rules, chatter logging, and audit-friendly history keep sensitive feedback protected.

What's Included

Core Features

  • Appraisal records with multi-stage workflow and chatter
  • Manager, peer, collaborator, and self-survey integration
  • Calendar meeting scheduling with activity follow-up

Additional Components

  • HR department KPIs and reporting views
  • Periodic appraisal scheduler with cron automation
  • AI job extension providing team performance metrics

Global Language Support (20+)

Available in 20+ languages: es_ES, fr_FR, it_IT, pt_BR, nl_NL, da_DK, de_DE, pl_PL, ar_001, zh_CN, ru_RU, ja_JP, tr_TR, id_ID, th_TH, vi_VN, ko_KR, pt_PT, sv_SE, cs_CZ.

How to Use This Module

Step-by-Step Instructions to Get Started

Installation & Setup

  1. Install the module: Go to Apps -> Search for "oe_hr_appraisals" -> Click Install
  2. Configure permissions: Assign users to OE HR: Appraisal User/Manager groups under Settings -> Users & Companies
  3. Initial configuration: Review employee profiles and enable periodic appraisal options or default survey templates

Basic Usage

  1. Creating records: Employees -> Appraisals -> Create, select the employee, and set the target deadline
  2. Managing data: Enable manager/peer/self panels, assign survey templates, and add collaborators
  3. Using key features: Click "Start Appraisal" to send surveys and follow activities in the chatter
  4. Generating reports: Open Appraisal Analysis for pivot/graph KPIs by department, status, or timeframe

Tips & Best Practices

  • Pre-configure survey templates per rater group to keep invites consistent
  • Encourage managers to update action plans before marking an appraisal done
  • Use activities to nudge reviewers instead of external email threads
  • Combine the module with oe_ai_job_base to summarize outcomes automatically

Important Notes

Requires core HR, Survey, Calendar, and Mail applications. Tested on Odoo Community with multi-company scenarios.

Frequently Asked Questions

Q: Which Odoo versions are supported?

A: Odoo 12.0 through 19.0 Community and Enterprise. The module depends on HR, Survey, Calendar, and Mail applications.

Q: How do I enable AI features?

A: Install oe_ai_job_base (included in our dependencies). Use the AI Analysis button on an appraisal to queue a Treys.ai coaching summary job.

Q: Can I customize appraisal fields and workflows?

A: Yes. All models and views follow Odoo inheritance best practices, making it easy to extend surveys, add rater categories, or adapt security rules.

Launch Demo Instance

Explore OE HR Appraisals in a live environment

Try It Now

Proudly American-Owned & Operated

Built for American Businesses First

At Odoo Engineering, we understand the unique needs of American businesses. Our modules are designed with clear, English-first terminology and workflows that align with US business practices, while maintaining universal accessibility for companies worldwide.

Why Choose Odoo Engineering

Professional Excellence Enterprise-grade modules built to the highest standards 90-Day Warranty Full support and bug fixes guaranteed Clear Documentation English-first terminology that everyone understands
US Business Hours Support when American businesses need it most Clean Code Well-documented, easily extensible modules Expert Team Dedicated professionals focused on your success

Quality Odoo modules that are easily extended at reasonable prices – that's the Odoo Engineering promise.

Complete AI Business Intelligence Suite

Powered by our open-sourced oe_ai_job_base framework - Build or Buy AI Extensions

This module is part of our AI Business Intelligence ecosystem. Purchase individual modules or contact us for custom AI solutions built on this proven framework.

Data Cleaner

Auto-fixes addresses, names, phones with smart AI rules

Message Analysis

Sentiment, urgency, and topic extraction for partners

Advanced Search

Natural language queries across your database

QuickBooks Bridge

AI-guided sync with QuickBooks Online

Want something custom? We build AI integrations tailored to your business.

Support & Services

Get Help

Need assistance? Our support team is here to help with installation, configuration, and troubleshooting.

Contact Support

Custom Development

Looking for custom features or integrations? We offer professional Odoo development services.

Request Quote

Ready to Get Started?

Install OE HR Appraisals today and experience the difference quality makes.

Launch Demo Get in Touch

© 2025 Odoo Engineering. All rights reserved.

Professional Odoo modules built with excellence in the USA.

Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Calendar (calendar)
• Discuss (mail)
• Employees (hr)
• Surveys (survey)
Community Apps Dependencies
Lines of code 2943
Technical Name oe_hr_appraisals
LicenseOPL-1
Websitehttps://odooengineering.com 
Odoo Proprietary License v1.0

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