@@ -170,278 +170,14 @@ document.
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.. note ::
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In previous versions of Odoo, this section was referred to as :guilabel: `Surveys `.
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- Appraisals
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- ==========
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-
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- Navigate to the main *Appraisals * dashboard by opening the :guilabel: `Appraisals ` application. The
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- :guilabel: `Appraisals ` dashboard is the default view.
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-
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- To view the dashboard at any point in the application, navigate to :menuselection: `Appraisals
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- application --> Appraisals `.
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-
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- All appraisals are displayed on the dashboard in a Kanban view, by default, with a list of groupings
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- on the left side of the dashboard, including :guilabel: `Company `, :guilabel: `Department `, and
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- :guilabel: `Status `.
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-
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- Click any grouping option to view appraisals for **only ** the chosen selection.
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-
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- .. note ::
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- Only groupings with multiple selections appear in the list. For example, if a database only has
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- one company, the :guilabel: `Company ` grouping does **not ** appear, since there is no other
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- company to select.
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-
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- Each appraisal card displays the following information:
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-
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- - :guilabel: `Name `: the employee's name.
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- - :guilabel: `Department `: the department the employee is associated with.
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- - :guilabel: `Company `: the company the employee works for. This only appears in a multi-company
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- database.
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- - :guilabel: `Date `: the date the appraisal was requested, or is scheduled for in the future.
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- - :guilabel: `Activities `: any activities that are scheduled for the appraisal, such as
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- :guilabel: `Meetings ` or :guilabel: `Phone Calls. ` If no activities are scheduled, an activity can
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- be scheduled from the :guilabel: `🕘 (clock) ` icon, located in the bottom-left corner of an
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- appraisal card.
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- - :guilabel: `Manager `: the employee's manager, indicated by the profile icon in the bottom-right
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- corner of an appraisal card.
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- - :guilabel: `Status banner `: the status of the appraisal. A banner appears if an appraisal is
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- marked as either :guilabel: `Canceled ` or :guilabel: `Done `. If no banner is present, that means the
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- appraisal has not happened, or has not been scheduled yet.
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-
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- To view the details of any appraisal, click on the card to open the appraisal form.
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-
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- .. image :: appraisals/dashboard.png
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- :align: center
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- :alt: The Appraisals dashboard with each appraisal in its own box.
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-
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- New appraisal
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- -------------
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-
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- To create a new appraisal, click the :guilabel: `New ` button at the top of the :guilabel: `Appraisals `
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- dashboard to load a blank appraisal form. Then, enter the following information on the form:
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-
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- - :guilabel: `Name `: enter the employee's name.
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- - :guilabel: `Manager `: select the employee's manager from the drop-down menu. The manager is
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- responsible for completing the :guilabel: `Manager's Feedback ` section of the appraisal. This field
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- auto-populates after the employee is selected, if they have a manager set on their employee
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- profile.
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- - :guilabel: `Appraisal Date `: the current date is automatically entered in this field. This field is
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- automatically updated once the appraisal is completed or canceled, with the corresponding date of
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- completion or cancellation.
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- - :guilabel: `Department `: select the employee's department from the drop-down menu. This field
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- auto-populates after the employee is selected, if they have a department set on their employee
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- profile.
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- - :guilabel: `Company `: select the employee's company from the drop-down menu. This field
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- auto-populates after the employee is selected, if they have a company set on their employee
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- profile.
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-
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- .. note ::
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- The only required fields for the appraisal form are the employee's :guilabel: `Name `, the
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- :guilabel: `Manager `, and the :guilabel: `Company `.
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-
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- Once the form is complete, click the :guilabel: `Confirm ` button to confirm the appraisal request.
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-
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- Once confirmed, the employee receives an email stating that an appraisal was requested, and is then
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- prompted to schedule an appraisal date.
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-
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- The status changes to :guilabel: `Confirmed `, and the :guilabel: `Employee's Feedback ` section of the
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- :guilabel: `Appraisal ` tab is grayed out. The information in that section only appears after the
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- self-assessment is published by the employee. The :guilabel: `Final Rating ` field also appears once
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- the appraisal request is confirmed.
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-
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- If there are any existing appraisals for the employee, an :guilabel: `Appraisal ` smart button appears
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- at the top of the page, listing the total number of appraisals there are for the employee.
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-
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- Ask for feedback
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- ~~~~~~~~~~~~~~~~
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-
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- As part of the appraisal process, the manager can request feedback on an employee from anyone in the
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- company. Feedback is usually requested from co-workers and other people who interact with, or work
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- with, the employee. This is to get a more well-rounded view of the employee, and aid in the
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- manager's overall assessment.
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-
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- To request feedback, the appraisal **must ** be confirmed. Once confirmed, an :guilabel: `Ask
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- Feedback ` button appears at the top of the form.
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-
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- When the :guilabel: `Ask Feedback ` button is clicked, an :guilabel: `Ask Feedback ` email pop-up form
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- appears, using the :guilabel: `Appraisal: Ask Feedback ` email template, which sends the
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- :guilabel: `360 Feedback ` survey.
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-
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- Enter the employees being asked to complete the survey in the :guilabel: `Recipients ` field. Multiple
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- employees may be selected.
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-
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- The email template has dynamic placeholders to personalize the message. Add any additional text to
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- the email, if desired.
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-
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- If required, an :guilabel: `Answer Deadline ` can be added, as well.
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-
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- If any attachments are needed, click the :guilabel: `Attachments ` button, and a file explorer window
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- appears. Navigate to the file(s), select them, then click :guilabel: `Open `.
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-
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- When the email is ready to send, click :guilabel: `Send. `
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-
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- .. image :: appraisals/ask-feedback.png
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- :align: center
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- :alt: The email pop-up when requesting feedback from other employees.
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-
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- Appraisal form
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- ~~~~~~~~~~~~~~
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-
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- Once an appraisal is confirmed, the next steps are for the employee to fill out the self-assessment,
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- after which the manager completes their assessment.
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-
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- .. _appraisals/employee-feedback :
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-
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- Employee's feedback
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- *******************
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-
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- To complete their portion of feedback, employees should navigate to the main
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- :menuselection: `Appraisals application ` dashboard, where the only entries visible are appraisals for
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- the employee, themselves, and/or anyone they manage and have to provide manager feedback for.
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-
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- Click on the appraisal to open the appraisal form. Enter responses in the :guilabel: `Employee's
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- Feedback ` section, under the :guilabel: `Appraisal ` tab.
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-
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- When completed, click the :guilabel: `Not Visible to Manager ` toggle (the default setting once an
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- appraisal is confirmed). When clicked, the toggle changes to :guilabel: `Visible to Manager `.
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-
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- .. image :: appraisals/employee-feedback.png
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- :align: center
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- :alt: The feedback section for the employee with the toggle button highlighted.
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-
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- .. _appraisals/manager-feedback :
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-
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- Manager's feedback
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- ******************
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-
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- After the employee has completed the :guilabel: `Employee's Feedback ` section, under the
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- :guilabel: `Appraisal ` tab, it is time for the manager to fill out the :guilabel: `Manager's Feedback `
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- section.
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-
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- The manager enters their responses in the fields in the :ref: `same manner as the employee
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- <appraisals/employee-feedback>`.
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- When the feedback section is completed, click the :guilabel: `Not Visible to Employee ` toggle (the
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- default setting once an appraisal is confirmed). When clicked, the toggle changes to
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- :guilabel: `Visible to Employee `.
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-
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- .. image :: appraisals/manager-feedback.png
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- :align: center
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- :alt: The feedback section for both employees and managers. The toggle buttons are highlighted.
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-
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- Skills tab
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- ~~~~~~~~~~
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-
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- Part of an appraisal is evaluating an employee's skills, and tracking their progress over time. The
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- :guilabel: `Skills ` tab of the appraisal form auto-populates with the skills from the :doc: `employee
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- form <../hr/employees/new_employee>`, once an appraisal is confirmed.
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-
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- Each skill is grouped with like skills, and the :guilabel: `Skill Level `, :guilabel: `Progress `, and
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- :guilabel: `Justification ` are displayed for each skill.
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- Update any skills, or add any new skills to the :guilabel: `Skills ` tab.
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-
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- If a skill level has increased, a reason for the improved rating can be entered into the
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- :guilabel: `Justification ` field, such as `took a fluency language test ` or `received Javascript
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- certification `.
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- Refer to the :ref: `Create a new employee <employees/skills >` document for detailed instructions on
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- adding or updating a skill.
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- After an appraisal is completed, and the skills have been updated, the next time an appraisal is
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- confirmed, the updated skills populate the :guilabel: `Skills ` tab.
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-
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- .. image :: appraisals/skills.png
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- :align: center
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- :alt: The skills tab of an appraisal form, all filled out.
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-
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- Private note tab
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- ~~~~~~~~~~~~~~~~
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-
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- If managers want to leave notes that are only visible to other managers, they can be entered in the
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- :guilabel: `Private Note ` tab. The employee being evaluated does **not ** have access to this tab, and
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- the tab does **not ** appear on their appraisal.
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- Schedule a meeting
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- ------------------
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-
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- Once both portions of an appraisal are completed (the :ref: `employee <appraisals/employee-feedback >`
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- and :ref: `manager <appraisals/manager-feedback >` feedback sections), it is time for the employee and
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- manager to meet and discuss the appraisal.
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-
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- A meeting can be scheduled in one of two ways: either from the *Appraisals * application dashboard,
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- or from an individual appraisal card.
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- To schedule an appraisal from the dashboard of the *Appraisals * application, first navigate to
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- :menuselection: `Appraisals application --> Appraisals `.
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- Click the :guilabel: `🕘 (clock) ` icon, beneath the appraisal date on the desired appraisal card, and
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- a :guilabel: `Schedule Activity ` pop-up window appears. Then, click :guilabel: `+ Schedule an
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- activity ` to create a blank activity form.
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- Select :guilabel: `Meeting ` for the :guilabel: `Activity Type ` from the drop-down menu. Doing so
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- causes the form to change, so only the :guilabel: `Activity Type ` and :guilabel: `Summary ` fields
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- appear.
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- If scheduling an activity other than a meeting, such as a :guilabel: `Call ` or a :guilabel: `To-Do `,
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- the fields that appear on the :guilabel: `Schedule Activity ` pop-up form change, accordingly.
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-
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- .. note ::
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- The :guilabel: `🕘 (clock) ` icon may appear as a number of different icons, depending on what, if
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- any, scheduled activities are in place, and the color represents their corresponding due dates.
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- If no activities are scheduled, that is represented by a gray :guilabel: `🕘 (clock) ` icon.
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- However, if a specific activity is scheduled, the icon may appear as a :guilabel: `📞 (phone) `
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- icon for a phone call, a :guilabel: `👥 (group of people) ` icon for a meeting, and so on.
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- The color of the icon indicates the status; a green icon means an activity is scheduled in the
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- future, and a red icon means the activity is past due.
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- For more details on activities, refer to the :doc: `../essentials/activities ` document.
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- .. image :: appraisals/activity-icons.png
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- :align: center
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- :alt: The appraisal cards with the various activity icons highlighted.
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- Enter a brief description in the :guilabel: `Summary ` field of the :guilabel: `Schedule Activity `
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- pop-up window, such as `Annual Appraisal for (Employee) `.
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- Next, click the :guilabel: `Open Calendar ` button. From the calendar page that appears, navigate to,
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- and double-click on, the desired date and time for the meeting.
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- Doing so opens a :guilabel: `New Event ` pop-up form. From this pop-up form, make any desired
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- modifications, such as designating a :guilabel: `Start ` time, or giving a :guilabel: `Name ` to the
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- meeting.
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- Add the appraisee in the :guilabel: `Attendees ` section, and include anyone else who should be in the
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- meeting, if necessary.
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- To make the meeting a video call, instead of an in-person meeting, click :guilabel: `+ Odoo meeting `,
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- and a :guilabel: `Videocall URL ` link appears in the field.
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- Once all the desired changes are complete, click :guilabel: `Save & Close `.
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- The meeting now appears on the calendar, and the invited parties are informed, via email.
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- .. image :: appraisals/meeting.png
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- :align: center
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- :alt: The meeting form with all information entered for Ronnie Hart's annual appraisal.
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- The other way to schedule a meeting is from the individual appraisal form. To do this, navigate to
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- the :menuselection: `Appraisal application ` dashboard, then click on an appraisal card.
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- Next, click on the :guilabel: `Meeting ` smart button, and the calendar loads. Follow the same
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- directions above to create the meeting.
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- .. note ::
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- If no meetings are scheduled, the :guilabel: `Meeting ` smart button reads :guilabel: `No Meeting `.
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.. seealso ::
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+ - :doc: `appraisals/new_appraisals `
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- :doc: `appraisals/goals `
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- :doc: `appraisals/reporting `
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.. toctree ::
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:titlesonly:
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+ appraisals/new_appraisals
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appraisals/goals
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appraisals/reporting
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