odoo/addons/survey/data/survey_demo_appraisal.xml

<?xml version="1.0" encoding="utf-8"?>
<openerp>
    <data>
        <!-- Appraisal form -->
        <record model="survey.survey" id="appraisal_form">
            <field name="title">Employee Appraisal Form</field>
            <field name="state">open</field>
            <field name="date_open" eval="time.strftime('%Y-%m-%d %H:%M:%S')" />
            <field name="visible_to_user" eval="False"/>
            <field name="auth_required" eval="True" />
            <field name="users_can_go_back" eval="True" />
            <field name="color" eval="4" />
            <field name="description">&lt;p&gt; &lt;/p&gt;</field>
            <field name="thank_you_message">&lt;p&gt; &lt;/p&gt;</field>
        </record>
        <!-- Page 1 -->
        <record model="survey.page" id="appraisal_1">
            <field name="title">Employee Appraisal Form</field>
            <field name="survey_id" ref="appraisal_form" />
            <field name="sequence">1</field>
            <field name="description">&lt;h2&gt;Overall Purpose Of Employee Appraisal&lt;/h2&gt;
&lt;ul&gt;&lt;li&gt;To initiate a clear and open communication of performance expectations
&lt;li&gt;To assist employees in their professional growth, through the identification of strengths and opportunities for
development&lt;/ul&gt;
&lt;h2&gt;At the outset of the appraisal time period&lt;/h2&gt;
&lt;ul&gt;&lt;li&gt;It is the joint responsibility of the employee and the supervisor (appraiser) to establish a feasible work plan for the
coming year, including major employee responsibilities and corresponding benchmarks against which results will be
evaluated.
&lt;li&gt;Critical or key elements of performance and professional development needs (if any), should also be noted at this time&lt;/ul&gt;
&lt;h2&gt;At the conclusion of the appraisal time period&lt;/h2&gt;
&lt;ul&gt;&lt;li&gt;The employee will be responsible for completing a draft of the Appraisal Form as a tool for self-appraisal and a starting
point for the supervisor’s evaluation. The employee can add examples of achievements for each criterion.
Once the form had been filled, the employee send it to his supervisor.
&lt;li&gt;It is the primary responsibility of the supervisor to gather the necessary input from the appropriate sources of feedback
(internal and/or external customers, peers). In case of collaboration with OpenERP SA Belgium, the supervisor must
receive completed evaluation form from the employee's Belgian project manager.
&lt;li&gt;The supervisor synthesizes and integrates all input into the completed appraisal. He motivates his evaluation in the ad
hoc fields.
&lt;li&gt;The employee may choose to offer comments or explanation regarding the completed review.
&lt;li&gt;The supervisor send the form to the HR department in India and in Belgium&lt;/ul&gt;</field>
        </record>
        <record model="survey.question" id="appraisal_1_1">
            <field name="page_id" ref="appraisal_1" />
            <field name="sequence">1</field>
            <field name="question">Name</field>
            <field name="type">textbox</field>
            <field name="constr_mandatory" eval="True" />
        </record>
        <record model="survey.question" id="appraisal_1_2">
            <field name="page_id" ref="appraisal_1" />
            <field name="sequence">2</field>
            <field name="question">Position Title</field>
            <field name="type">textbox</field>
            <field name="constr_mandatory" eval="True" />
        </record>
        <record model="survey.question" id="appraisal_1_3">
            <field name="page_id" ref="appraisal_1" />
            <field name="sequence">3</field>
            <field name="question">Appraisal for Period</field>
            <field name="type">textbox</field>
            <field name="constr_mandatory" eval="True" />
        </record>
        <record model="survey.question" id="appraisal_1_4">
            <field name="page_id" ref="appraisal_1" />
            <field name="sequence">4</field>
            <field name="question">Date of review</field>
            <field name="type">textbox</field>
            <field name="constr_mandatory" eval="True" />
        </record>
        <record model="survey.question" id="appraisal_1_5">
            <field name="page_id" ref="appraisal_1" />
            <field name="sequence">5</field>
            <field name="question">Appraiser</field>
            <field name="type">textbox</field>
            <field name="constr_mandatory" eval="True" />
        </record>
        <!-- Page 2 -->
        <record model="survey.page" id="appraisal_2">
            <field name="title">Work Plan</field>
            <field name="survey_id" ref="appraisal_form" />
            <field name="sequence">2</field>
            <field name="description">&lt;p&gt; &lt;/p&gt;</field>
        </record>
        <record model="survey.question" id="appraisal_2_1">
            <field name="page_id" ref="appraisal_2" />
            <field name="sequence">1</field>
            <field name="question">Objectives</field>
            <field name="type">free_text</field>
            <field name="constr_mandatory" eval="True" />
        </record>
        <record model="survey.question" id="appraisal_2_2">
            <field name="page_id" ref="appraisal_2" />
            <field name="sequence">2</field>
            <field name="question">Results</field>
            <field name="type">free_text</field>
            <field name="constr_mandatory" eval="True" />
        </record>
        <record model="survey.question" id="appraisal_2_3">
            <field name="page_id" ref="appraisal_2" />
            <field name="sequence">3</field>
            <field name="question">Additional Comments</field>
            <field name="type">free_text</field>
        </record>
        <!-- Page 3 -->
        <record model="survey.page" id="appraisal_3">
            <field name="title">Employee Performance in Key Areas</field>
            <field name="survey_id" ref="appraisal_form" />
            <field name="sequence">3</field>
            <field name="description">The appraiser should rate the employee’s major work accomplishments and performance according to the metric provided
below:&lt;ol&gt;
&lt;li&gt; Significantly exceeds standards and expectations required of the position
&lt;li&gt; Exceeds standards and expectations
&lt;li&gt; Meet standards and expectations
&lt;li&gt; Did not meet standards and expectations
&lt;li&gt; Significantly below standards and expectations&lt;/ol&gt;</field>
        </record>
        <record model="survey.question" id="appraisal_3_1">
            <field name="page_id" ref="appraisal_3" />
            <field name="sequence">1</field>
            <field name="question">Subject</field>
            <field name="type">matrix</field>
            <field name="matrix_subtype">simple</field>
            <field name="constr_mandatory" eval="True" />
            <field name="constr_type">all</field>
        </record>
                <record model="survey.label" id="col_3_1_1">
                    <field name="question_id" ref="appraisal_3_1"/>
                    <field name="sequence">1</field>
                    <field name="value">1</field>
                </record>
                <record model="survey.label" id="col_3_1_2">
                    <field name="question_id" ref="appraisal_3_1"/>
                    <field name="sequence">2</field>
                    <field name="value">2</field>
                </record>
                <record model="survey.label" id="col_3_1_3">
                    <field name="question_id" ref="appraisal_3_1"/>
                    <field name="sequence">3</field>
                    <field name="value">3</field>
                </record>
                <record model="survey.label" id="col_3_1_4">
                    <field name="question_id" ref="appraisal_3_1"/>
                    <field name="sequence">4</field>
                    <field name="value">4</field>
                </record>
                <record model="survey.label" id="col_3_1_5">
                    <field name="question_id" ref="appraisal_3_1"/>
                    <field name="sequence">5</field>
                    <field name="value">5</field>
                </record>
                <record model="survey.label" id="row_3_1_1">
                    <field name="question_id_2" ref="appraisal_3_1"/>
                    <field name="sequence">1</field>
                    <field name="value">Ability to cope with multidisciplinarity of team</field>
                </record>
                <record model="survey.label" id="row_3_1_2">
                    <field name="question_id_2" ref="appraisal_3_1"/>
                    <field name="sequence">2</field>
                    <field name="value">Enthusiasm &amp; implication toward projects/assignments</field>
                </record>
                <record model="survey.label" id="row_3_1_3">
                    <field name="question_id_2" ref="appraisal_3_1"/>
                    <field name="sequence">3</field>
                    <field name="value">Compliance to internal rules and processes (timesheets completion, etc.)</field>
                </record>
                <record model="survey.label" id="row_3_1_4">
                    <field name="question_id_2" ref="appraisal_3_1"/>
                    <field name="sequence">4</field>
                    <field name="value">Team spirit: ability to work efficiently with peers, manage the conflicts with diplomacy</field>
                </record>
                <record model="survey.label" id="row_3_1_5">
                    <field name="question_id_2" ref="appraisal_3_1"/>
                    <field name="sequence">5</field>
                    <field name="value">Initiative and self autonomy</field>
                </record>
                <record model="survey.label" id="row_3_1_6">
                    <field name="question_id_2" ref="appraisal_3_1"/>
                    <field name="sequence">6</field>
                    <field name="value">Ability to follow and complete work as instructed</field>
                </record>
                <record model="survey.label" id="row_3_1_7">
                    <field name="question_id_2" ref="appraisal_3_1"/>
                    <field name="sequence">7</field>
                    <field name="value">Decision making</field>
                </record>
                <record model="survey.label" id="row_3_1_8">
                    <field name="question_id_2" ref="appraisal_3_1"/>
                    <field name="sequence">8</field>
                    <field name="value">Customer commitment</field>
                </record>
                <record model="survey.label" id="row_3_1_9">
                    <field name="question_id_2" ref="appraisal_3_1"/>
                    <field name="sequence">9</field>
                    <field name="value">Communication skills (written &amp; verbally): clearness, concision, exactitude</field>
                </record>
                <record model="survey.label" id="row_3_1_10">
                    <field name="question_id_2" ref="appraisal_3_1"/>
                    <field name="sequence">10</field>
                    <field name="value">Technical skills regarding to the job requirements</field>
                </record>
                <record model="survey.label" id="row_3_1_11">
                    <field name="question_id_2" ref="appraisal_3_1"/>
                    <field name="sequence">11</field>
                    <field name="value">Analytical and synthetic mind</field>
                </record>
                <record model="survey.label" id="row_3_1_12">
                    <field name="question_id_2" ref="appraisal_3_1"/>
                    <field name="sequence">12</field>
                    <field name="value">Promptness and attendance record</field>
                </record>
                <record model="survey.label" id="row_3_1_13">
                    <field name="question_id_2" ref="appraisal_3_1"/>
                    <field name="sequence">13</field>
                    <field name="value">Adaptability: Ability to adapt oneself to organizational changes while keeping efficiency</field>
                </record>
                <record model="survey.label" id="row_3_1_14">
                    <field name="question_id_2" ref="appraisal_3_1"/>
                    <field name="sequence">14</field>
                    <field name="value">Creativity and forward looking aptitude</field>
                </record>
                <record model="survey.label" id="row_3_1_15">
                    <field name="question_id_2" ref="appraisal_3_1"/>
                    <field name="sequence">15</field>
                    <field name="value">Time management: projects/tasks are completed on time</field>
                </record>
        <record model="survey.question" id="appraisal_3_2">
            <field name="page_id" ref="appraisal_3" />
            <field name="sequence">2</field>
            <field name="question">Supervisors only</field>
            <field name="type">matrix</field>
            <field name="matrix_subtype">simple</field>
        </record>
                <record model="survey.label" id="col_3_2_1">
                    <field name="question_id" ref="appraisal_3_2"/>
                    <field name="sequence">1</field>
                    <field name="value">1</field>
                </record>
                <record model="survey.label" id="col_3_2_2">
                    <field name="question_id" ref="appraisal_3_2"/>
                    <field name="sequence">2</field>
                    <field name="value">2</field>
                </record>
                <record model="survey.label" id="col_3_2_3">
                    <field name="question_id" ref="appraisal_3_2"/>
                    <field name="sequence">3</field>
                    <field name="value">3</field>
                </record>
                <record model="survey.label" id="col_3_2_4">
                    <field name="question_id" ref="appraisal_3_2"/>
                    <field name="sequence">4</field>
                    <field name="value">4</field>
                </record>
                <record model="survey.label" id="col_3_2_5">
                    <field name="question_id" ref="appraisal_3_2"/>
                    <field name="sequence">5</field>
                    <field name="value">5</field>
                </record>
                <record model="survey.label" id="row_3_2_1">
                    <field name="question_id_2" ref="appraisal_3_2"/>
                    <field name="sequence">1</field>
                    <field name="value">Results of the bottom-up survey and mitigation actions to face technical, organizational, structural and/or relational issues</field>
                </record>
                <record model="survey.label" id="row_3_2_2">
                    <field name="question_id_2" ref="appraisal_3_2"/>
                    <field name="sequence">2</field>
                    <field name="value">Delegation: Ability to efficiently assign tasks to other people</field>
                </record>
                <record model="survey.label" id="row_3_2_3">
                    <field name="question_id_2" ref="appraisal_3_2"/>
                    <field name="sequence">3</field>
                    <field name="value">Leadership: create a challenging and motivating work environment aligned with the company's strategy</field>
                </record>
                <record model="survey.label" id="row_3_2_4">
                    <field name="question_id_2" ref="appraisal_3_2"/>
                    <field name="sequence">4</field>
                    <field name="value">Leadership: sustain subordinates in their professional growth</field>
                </record>
                <record model="survey.label" id="row_3_2_5">
                    <field name="question_id_2" ref="appraisal_3_2"/>
                    <field name="sequence">5</field>
                    <field name="value">Ability to manage planning resources, risks, budgets and deadlines</field>
                </record>
        <!-- Page 4 -->
        <record model="survey.page" id="appraisal_4">
            <field name="title">Professional Development and Performance Plan</field>
            <field name="survey_id" ref="appraisal_form" />
            <field name="sequence">4</field>
            <field name="description">&lt;p&gt;Identify professional, performance, or project objectives you recommend for employee’s continued career development
over the coming year.&lt;/p&gt;</field>
        </record>
        <record model="survey.question" id="appraisal_4_1">
            <field name="page_id" ref="appraisal_4" />
            <field name="sequence">1</field>
            <field name="question">Professional Development Objectives</field>
            <field name="type">free_text</field>
        </record>
        <record model="survey.question" id="appraisal_4_2">
            <field name="page_id" ref="appraisal_4" />
            <field name="sequence">2</field>
            <field name="question">Personal Performance Objectives</field>
            <field name="type">free_text</field>
        </record>
        <record model="survey.question" id="appraisal_4_3">
            <field name="page_id" ref="appraisal_4" />
            <field name="sequence">3</field>
            <field name="question">Project Objectives</field>
            <field name="type">free_text</field>
        </record>
        <!-- Page 5 -->
        <record model="survey.page" id="appraisal_5">
            <field name="title">Employee Comments</field>
            <field name="survey_id" ref="appraisal_form" />
            <field name="description">&lt;p&gt;&lt;/p&gt;</field>
            <field name="sequence">5</field>
        </record>
        <record model="survey.question" id="appraisal_5_1">
            <field name="page_id" ref="appraisal_5" />
            <field name="sequence">1</field>
            <field name="question">Use the following space to make any comments regarding the above performance evaluation.</field>
            <field name="type">free_text</field>
        </record>
    </data>
</openerp>