Step-by-Step Guide

How to Set Up Performance Reviews in Odoo

Step-by-step tutorial with 6 easy-to-follow steps

This guide walks you through set uping performance reviews in Odoo. Whether you're new to Odoo or looking to optimize your workflow, follow these steps for best...

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This guide walks you through set uping performance reviews in Odoo. Whether you're new to Odoo or looking to optimize your workflow, follow these steps for best results.

how to Set Up Performance Reviews in odoo Prerequisites

  • 1Odoo HR
  • 2Appraisal module

how to Set Up Performance Reviews in odoo Steps

1

Create appraisal template

Create appraisal template is an important step in set uping performance reviews. Follow the instructions carefully and verify your settings before proceeding.

Pro Tips:

  • *Take your time with this step
  • *Document any custom configurations
  • *Test in a development environment first
2

Configure questions

Configure questions is an important step in set uping performance reviews. Follow the instructions carefully and verify your settings before proceeding.

Pro Tips:

  • *Take your time with this step
  • *Document any custom configurations
  • *Test in a development environment first
3

Set review cycle

Set review cycle is an important step in set uping performance reviews. Follow the instructions carefully and verify your settings before proceeding.

Pro Tips:

  • *Take your time with this step
  • *Document any custom configurations
  • *Test in a development environment first
4

Assign reviewers

Assign reviewers is an important step in set uping performance reviews. Follow the instructions carefully and verify your settings before proceeding.

Pro Tips:

  • *Take your time with this step
  • *Document any custom configurations
  • *Test in a development environment first
5

Launch reviews

Launch reviews is an important step in set uping performance reviews. Follow the instructions carefully and verify your settings before proceeding.

Pro Tips:

  • *Take your time with this step
  • *Document any custom configurations
  • *Test in a development environment first
6

Analyze results

Analyze results is an important step in set uping performance reviews. Follow the instructions carefully and verify your settings before proceeding.

Pro Tips:

  • *Take your time with this step
  • *Document any custom configurations
  • *Test in a development environment first

Need Professional Implementation?

Our certified partners can handle the setup and configuration for you.

how to Set Up Performance Reviews in odoo Best Practices

  • Clear criteria
  • Regular cadence
  • Constructive feedback

how to Set Up Performance Reviews in odoo Common Mistakes

  • Skipping prerequisite configuration
  • Not testing before going live
  • Ignoring validation errors
  • Not documenting changes

how to Set Up Performance Reviews in odoo Conclusion

You've now learned how to set up performance reviews in Odoo. Apply these steps to streamline your operations and improve efficiency.

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