Request
A necessary tool for company employees with which employees manage their goals for the period, employee managers approve the goals.
Distribution of goal
KPI (Key Performance Indicator)
Goals by tasks
Company goals
System notifications about the need for the user to perform a certain action (reminders)
Evaluation of goals
KPI - a digital expression of the planned and actual performance for the period (used for a certain group of employees)
Task goals are textual tasks, the fulfillment of which is evaluated by a rating system. The assessment is carried out by the employee and the manager. (used for all groups of employees) with the possibility to leave comments
Goals and KPIs should have a weight for a given period
Competencies
Creation of employee competencies in accordance with the company's corporate policy
Possibility of conducting a self-assessment of competencies by an employee
Assessment of competencies by the employee's manager
Reporting
uploading summary reports to *.XLS format
reporting according to the subordination structure
uploading annual consolidated statements
reporting is divided into company divisions according to the structure of employees
Main added functionality:
Contacts
Survays
Employees
Contracts
Solutions
The client's tasks were realized through the full development of the "KPI, Assessment" module for Odoo 16 version, the newly created module is connected with the "Employees" module
The following features have been created:
Administrator's Office
- setting up the evaluation system
- selection of a motivation system
- setting company indicators
Office of the Head
- The manager is shown information on employees within his/her reporting structure
The main content of the Task List:
Task List status - displays the current status of the Task List
Employee for whom the Task List is opened
Direct supervisor of the employee
The period for which the Task List is open
Labels of the employee
Task sheet labels
Components of the Task List (see Components of the Task List)
Final table for calculating the employee's final bonus rating
Table for displaying bonus results of previous periods
Additional content of the Task Lists:
Description of assessments
(tab for displaying a description of the assessment of goals and competencies, as well as any other information content)
Dates of status changes
(an information tab that records the date of changes to the main statuses, as well as the user and touch of the last change made to the Task List)
Chatter
(an element for displaying the most important changes in medications, internal correspondence between users, creating reminders, etc.)
Result
A powerful and functional tool has been developed to evaluate employees by goals, competencies, and key performance indicators (KPIs). It allows you to effectively evaluate staff, track quantitative and qualitative performance indicators, and predict the direction of employee development.
Why Use a Custom Odoo KPI & Performance Assessment Module?
Full-Cycle Goal Management in One Place
Employees set personal, task-based, and company-wide goals; managers approve and track them — everything happens inside Odoo without Excel or external tools.
Flexible Evaluation System
Combines measurable KPIs (numeric results) with qualitative task goals (rated 1–5 + comments) and competency assessments — suitable for any role from production workers to top managers.
Automatic Bonus Calculation
Each goal and KPI has its own weight; the system instantly calculates the final performance score and bonus amount, ensuring transparent and fair motivation.
360-Degree Assessment
Employees perform self-assessment, managers evaluate, and the system stores both ratings + comments — ideal for annual reviews and development planning.
Clear Hierarchical Reporting
Reports are automatically built according to the company’s subordination structure and departments; one-click export of annual consolidated statements to XLS.
Built-in Reminders & Notifications
The system proactively sends reminders about setting goals, self-assessment, manager approval, and deadlines — nothing gets forgotten.
Complete Audit Trail
Every status change, comment, and edit is recorded with date, time, and author — full transparency for HR and audits.
Deep Integration with Odoo HR
Works seamlessly with Employees, Contracts, Appraisals, and Surveys modules — assessment results can automatically affect salary reviews, training plans, and promotions.