Assessment, KPI (Odoo)
This module allows you to effectively manage the setting of goals for employees, approve goals, and track their implementation. Development plans. Conduct competency assessments.
The system includes informing employees about the Company's goals and determining the contribution of each employee to achieving these goals (setting individual goals). Consists of two parts: individual goals and competencies and development plans. The form to be filled in is a document of a standardized form used to draw up an individual development plan and evaluate the results and individual assessment of the development of competencies by the Company's employees. The form is used to fill in the goals and assessment (self-assessment and managerial assessment) of the achievement of goals for a fixed period, assess competencies and record the competency development plan. After the end of the period, the personal % of goals and competencies is calculated, based on which the employee is paid a bonus. Personnel are evaluated: for goals - once per quarter, for competencies - once per six months.
Client: Medium and large businesses with a clear business structure of employees.
Product manufacturing companies, distribution companies, service companies (tourism, logistics companies, insurance companies, software developers, legal services, etc.)
Request: A necessary tool for company employees with which employees manage their goals for the period, employee managers approve the goals.
Distribution of goals:
KPI (Key Performance Indicator)
Goals by tasks
Company goals
Notifications:
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
Solution:
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 system has been tested on 800 users
level of enterprise structure up to 10 levels of subordination
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:
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
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.
The system includes informing employees about the Company's goals and determining the contribution of each employee to achieving these goals (setting individual goals). Consists of two parts: individual goals and competencies and development plans. The form to be filled in is a document of a standardized form used to draw up an individual development plan and evaluate the results and individual assessment of the development of competencies by the Company's employees. The form is used to fill in the goals and assessment (self-assessment and managerial assessment) of the achievement of goals for a fixed period, assess competencies and record the competency development plan. After the end of the period, the personal % of goals and competencies is calculated, based on which the employee is paid a bonus. Personnel are evaluated: for goals - once per quarter, for competencies - once per six months.
Client: Medium and large businesses with a clear business structure of employees.
Product manufacturing companies, distribution companies, service companies (tourism, logistics companies, insurance companies, software developers, legal services, etc.)
Request: A necessary tool for company employees with which employees manage their goals for the period, employee managers approve the goals.
Distribution of goals:
KPI (Key Performance Indicator)
Goals by tasks
Company goals
Notifications:
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
Solution:
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 system has been tested on 800 users
level of enterprise structure up to 10 levels of subordination
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:
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
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.
Kyiv 
Available for hire