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 Employee.

To make the Appraisal final, make sure to “Submit” it.

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