Appraisal Access to Portal Users

The Silverdale Portal Appraisal Access module enhances the Odoo Appraisal system by enabling portal users who are also employees to participate in the appraisal process without requiring internal user access. Traditionally, Odoo restricts appraisal participation to internal users, but this feature expands functionality to better support companies that want employees to interact with appraisals directly from the portal interface.

Key Features:

• Portal Access to Appraisals: Employees with portal access can log in and view all their related appraisals from a dedicated Appraisal tile on the portal dashboard.
• Submit Appraisals from Portal or Email: Portal users can complete and submit appraisal forms either through the Odoo portal or directly from the emailed link.
• Create New Appraisals: Employees can initiate new appraisals from the portal. Upon submission, the appraisal is routed to the assigned manager.
• Interactive Appraisal Form: The appraisal form includes key fields—Employee, Manager, Department, Company (read-only)—and editable fields like Appraisal Date and Appraisal Notes.
• Editable Employee Section: The portal user can fill out their own section of the appraisal form, while the manager section remains read-only.
• “Not Visible to Manager” Toggle: Portal users can mark comments or feedback sections as private using the Not Visible to Manager toggle.
• Cancel Option: If a portal user creates an appraisal, they also have the ability to cancel it before manager review.

Portal User Workflow:

1. Log in to the portal with employee credentials.
2. Click on the Appraisal tile.
3. View a list of all related appraisals in a clean list view.
4. Click New to create an appraisal or open an existing one.
5. Fill out the editable section and submit.
6. Track the status from the side panel and cancel if necessary.

Internal User Workflow:

1. HR or Manager logs into the backend and goes to Appraisals.
2. Click New to create an appraisal and assign it to a portal user (employee).
3. Confirm the appraisal to send it.
4. The portal user will receive an email and can fill it out from the portal.

Benefits:

• Makes the appraisal process inclusive for all employees regardless of internal user status.
• Streamlines HR processes by eliminating the need to manually upgrade portal users.
• Improves transparency and participation in performance reviews.
• Fully supports employee self-assessments and two-way communication.

This module is ideal for organizations that conduct appraisals with a wide set of employees while maintaining tight access controls and usability across different user types.