| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Employees (hr) |
| Community Apps Dependencies | Show |
| Lines of code | 2780 |
| Technical Name |
wt_hrms_appraisal |
| License | OPL-1 |
| Website | https://way4tech.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Employees (hr) |
| Community Apps Dependencies | Show |
| Lines of code | 2780 |
| Technical Name |
wt_hrms_appraisal |
| License | OPL-1 |
| Website | https://way4tech.com |
WT HRMS Appraisal — KRA-Based Performance Reviews, Goals & Auto-Computed Ratings
A complete performance review module for Odoo 19 Community. KRA-line scoring, dual self+manager assessment, auto-computed final score & 5-tier rating, employee goal tracking, period-based review cycles, and full approval workflow.
appraisal · performance review · KRA · KPI · goals · rating · 360 review · HRMS Odoo 19 · community appraisal · talent management · Odoo 19 · Odoo 18 · community edition · enterprise alternative · open hrms · HR software · HR automation · way4tech
Live Preview
A real screenshot from a working WT HRMS install on Odoo 19.
The Problem This Solves
Annual reviews on Odoo Community = Google Docs, Excel sheets, and a manager's memory.
No appraisal module in Community
Odoo's appraisal app is Enterprise-only. Community users either pay for the full HR suite or build everything in spreadsheets.
Subjective ratings, no audit trail
"He's a 4." Why? Based on what KRA? What weight? When the employee disputes the rating, there is nothing to point at.
Goals never make it back to review time
Goals set in January are forgotten by July. Without a structured goal record, performance reviews become recency-biased anecdotes.
The Solution — Structured Reviews With Numbers Behind Them
KRA lines × weight × (self + manager scores) → final score → 5-tier rating. Period-bound, approval-gated, fully audited.
- ✓ Appraisal Periods with date range & lifecycle (Draft / Open / Closed)
- ✓ Per-employee appraisal with auto-numbered
APR/YYYY/####code - ✓ KRA lines (Key Result Areas) with name, weight %, self score (1-5), manager score (1-5), comment
- ✓ Constraints enforced: weights 0-100, scores 0-5, range checks at the database level
- ✓ Final score auto-computed as average of self & manager overall scores
- ✓ 5-tier rating auto-mapped: Outstanding (4.5+) / Exceeds (3.5+) / Meets (2.5+) / Needs Improvement (1.5+) / Unsatisfactory
- ✓ Manager-only fields:
overall_manager_scoreand KRA-line manager_score are HR-Manager gated - ✓ Goal Management — per-employee goals with target, progress %, deadline, status
- ✓ Goal lifecycle: Draft → In Progress → Achieved → Missed (decoration on list view)
- ✓ Approval workflow: Submit → (Under Review) → Approve / Reject → Cancel → Reset
- ✓ Mail thread & chatter on every appraisal record — permanent audit log
- ✓ Department auto-derived from employee — group reviews by department instantly
- ✓ Search filters: Approved / Pending + group-by Employee / Period / Rating / Status
- ✓ Multi-company aware — every record carries
company_id
Step-by-Step User Guide
Open the appraisal cycle
Install WT HRMS Appraisal. Then go to WT HRMS → Configuration → Appraisal Periods. Click New, name it (e.g. "2026 H1 Review"), set Date From / Date To. Move it to Open using the status bar.
Set goals at period start
Go to WT HRMS → Appraisals → Goals. For each employee create one or more goals: name, target text, deadline. Update Progress % through the period and flip the status to Achieved or Missed at close.
Create the appraisal record
Go to WT HRMS → Appraisals → Appraisals → New. Pick the employee, period and manager. Add KRA lines on the KRA Lines tab: e.g. "Delivery Quality" 30%, "Team Collaboration" 20%, "Innovation" 20%, "Customer Feedback" 30%.
Self-assessment
The employee fills Self Score (1-5) on every KRA line plus the Overall Self Score on the form. They click Submit. The record moves to Submitted — manager fields become editable.
Manager scoring & rating
Manager (group hr.group_hr_manager) fills Manager Score on each KRA line and the overall manager score. Final Score and Rating compute live (Outstanding, Exceeds, Meets, Needs Improvement, Unsatisfactory). Click Approve — the record locks.
Close the period & report
Once every appraisal is approved, go back to the period and move it to Closed. Use the search-view group-by Rating / Department to spot top performers, dispersion across teams, and people who need coaching.
Every Feature That Matters
Appraisal Period Cycle
Define annual / half-yearly / quarterly review cycles with explicit Open/Closed states.
KRA Line Engine
Each appraisal has unlimited KRA lines with weight, self & manager scores, free-text comment.
Auto Final Score
Stored compute — average of self & manager overall scores, recomputed on every save.
5-Tier Rating
Outstanding / Exceeds / Meets / Needs Improvement / Unsatisfactory — mapped from final score.
Goal Tracking
Stand-alone goal records with target, progress 0-100%, deadline and status.
Approval Workflow
Inherits the WT HRMS approval mixin — consistent Submit/Approve/Reject across the suite.
DB-Level Constraints
Weights 0-100, scores 0-5, dates ordered — SQL CHECK constraints prevent bad data.
Manager-Gated Fields
Manager score fields hidden from regular users via groups attribute on the view.
Audit Chatter
Mail thread on every appraisal — every state change, score edit, and comment is logged.
Compatibility & Requirements
| Odoo Edition | Community & Enterprise |
| Odoo Version | 19.0 |
| Dependencies | wt_hrms_core (which pulls hr, mail, base) |
| Python Packages | None — uses only stdlib |
| External Services | None |
| License | LGPL-3 |
About Waqas Riasat & Way4Tech
WT HRMS is a community-first HR + payroll suite for Odoo 19. Each module does one thing well; install only what you need. WT HRMS Appraisal pairs naturally with WT HRMS Training, Payroll & Lifecycle.
way4tech.com · info@way4tech.com · WhatsApp +92 315 411 4748
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.
Please log in to comment on this module