Page en français : Module Entretiens annuels

Module Annual Reviews
Technical name	entretienannuel
Editor	Bakchich
Where to get it	DoliStore — link added after publication
Dolibarr versions	19 to 24 (tested)
PHP	8.1 to 8.5
Languages	English, French
Licence	GPL v3 or later

Module Annual Reviews

Annual Reviews runs your employee reviews inside Dolibarr, from the HR campaign to the signed PDF report: annual performance reviews, mid-year reviews, professional reviews (France) and probation reviews.

Features

Campaigns: a wizard creates the campaign from a published template and a list of employees. The manager (N+1) is pre-filled from the Dolibarr hierarchy. HR checks the draft campaign (missing manager, disabled account, missing email…) before launching it.
Customizable templates: four ready-to-use models, a tab-based editor, HR-imposed objectives and skills, free chapter and block titles, rating scales, weights, expectations matrix, template versions (draft / publish).
Review workflow: manager preparation (objectives, meeting date and place) → employee self-assessment → interview → electronic signatures → automatic closing with PDF report.
Scoring: weighted objectives, technical progression and soft-skill grids, manager appraisal, 1–5 rating through the expectations matrix.
Notifications: editable email templates in English and French, daily reminders, weekly HR digest.
France: alert when an employee's professional review is older than 2 years.
Statistics, CSV export, review comparison, REST API.

Screenshots

Template editor (competences tab)
Campaign card
Employee self-assessment
Skills assessment
Overall rating and expectations matrix
Signed PDF report
Email templates

Installation

Download the module zip from DoliStore.
Go to Home > Setup > Modules > Deploy/install an external module and upload the zip file (or unzip it into htdocs/custom/).
Enable Annual reviews in Home > Setup > Modules. A Reviews entry appears in the top menu.
Open the module setup: HR users, HR email addresses, HR copy of signed reviews, test mode.
Grant the module permissions to your HR, manager and employee profiles.
Enable the Scheduled jobs module so that reminders and the HR digest are sent.
When your templates and first campaign are ready, tick Open to employees and managers in the module setup.

Quick start

Reviews > Templates: Create from model, adapt the tabs, then Publish.
Reviews > Campaigns > Wizard: choose the published template and the employees, check the draft campaign, then Launch. Each manager receives an email.
The manager prepares each review (objectives, meeting date and place) and opens the self-assessment. The employee receives an email with the date and place.
The employee fills in the self-assessment, the interview takes place, the manager then the employee sign. The review closes automatically and the PDF report is emailed to both, HR in copy.

Permissions

Permission	Typical profile
Read own reviews	Employees
Conduct a review (evaluator)	Managers (N+1; N+2 get read-only access)
Manage campaigns and templates	HR
Read all reviews	HR, management
Administer module	Module administrator

FAQ

Managers and employees see "Access denied". Why?: The module stays reserved to HR and administrators until you tick Open to employees and managers in the module setup. This lets HR prepare templates and campaigns quietly.

No email is sent.: Check the Dolibarr email setup (Home > Setup > Emails). Make sure Test mode is off in the module setup: in test mode, emails are only redirected or simulated. Reminders and the HR digest also need the Scheduled jobs module and the Dolibarr cron trigger.

In which language are emails sent?: In the language set on each recipient's Dolibarr user (French or English). Templates are editable for both languages in the module setup.

Can I change the review content?: Yes. Every template tab is editable: texts, objectives, skills, rating scales, weights, chapter and block titles, expectations matrix. The four built-in models are provided in French and are meant to be adapted.

Where do I set the meeting place?: On the manager's preparation tab: date, time, duration and a free-text place (meeting room, Teams / Google Meet / Zoom link, address). Links become clickable.

What kind of electronic signature is it?: A drawn signature (signature pad) by each party, stored with the review and printed on the PDF report. It is a simple electronic signature, not a qualified one.

Can a signed review be modified?: No. Once both parties have signed, the review is archived. HR can reopen it on request; previous signatures are then removed and both parties sign again.

Can I add employees after launching a campaign?: Yes, from the campaign card (Add participants). Their manager receives an email to prepare the review.

What happens if I disable the module?: Menus disappear but your data (templates, campaigns, reviews, signatures) is kept. Re-enabling the module brings everything back.

Is any data sent outside Dolibarr?: No. The module contacts no external service; everything stays in your Dolibarr database and documents directory.

Which Dolibarr versions are supported?: Dolibarr 19 to 24, tested on clean installations with the module deployed through Deploy an external module.

Support

See the DoliStore product page for the support contact.