In ERPNext, you can manage Employee Appraisals by creating an Appraisal
Template for each role with the parameters that define the performance by
giving appropriate weightage to each parameter.
Human Resource > Appraisal > New
Step 1: Select an Appraisal Template
After you select the template, the remaining form appears.
Step 2: Enter Employee Details
Once the Appraisal Template is completed, you can create Appraisal records for
each period where you track performance. You can give points out of 5 for each
parameter and the system will calculate the overall performance of the
To make the Appraisal final, make sure to “Submit” it.
Next: Loan Management