8000 [ADD] Appraisals: new appraisal doc · odoo/documentation@07aa8f8 · GitHub
[go: up one dir, main page]

Skip to content

Commit 07aa8f8

Browse files
committed
[ADD] Appraisals: new appraisal doc
closes #10059 X-original-commit: 9c5cee3 Signed-off-by: Lara Martini (larm) <larm@odoo.com>
1 parent 47946bd commit 07aa8f8

File tree

9 files changed

+283
-266
lines changed

9 files changed

+283
-266
lines changed

content/applications/hr/appraisals.rst

Lines changed: 2 additions & 266 deletions
Original file line numberDiff line numberDiff line change
@@ -170,278 +170,14 @@ document.
170170
.. note::
171171
In previous versions of Odoo, this section was referred to as :guilabel:`Surveys`.
172172

173-
Appraisals
174-
==========
175-
176-
Navigate to the main *Appraisals* dashboard by opening the :guilabel:`Appraisals` application. The
177-
:guilabel:`Appraisals` dashboard is the default view.
178-
179-
To view the dashboard at any point in the application, navigate to :menuselection:`Appraisals
180-
application --> Appraisals`.
181-
182-
All appraisals are displayed on the dashboard in a Kanban view, by default, with a list of groupings
183-
on the left side of the dashboard, including :guilabel:`Company`, :guilabel:`Department`, and
184-
:guilabel:`Status`.
185-
186-
Click any grouping option to view appraisals for **only** the chosen selection.
187-
188-
.. note::
189-
Only groupings with multiple selections appear in the list. For example, if a database only has
190-
one company, the :guilabel:`Company` grouping does **not** appear, since there is no other
191-
company to select.
192-
193-
Each appraisal card displays the following information:
194-
195-
- :guilabel:`Name`: the employee's name.
196-
- :guilabel:`Department`: the department the employee is associated with.
197-
- :guilabel:`Company`: the company the employee works for. This only appears in a multi-company
198-
database.
199-
- :guilabel:`Date`: the date the appraisal was requested, or is scheduled for in the future.
200-
- :guilabel:`Activities`: any activities that are scheduled for the appraisal, such as
201-
:guilabel:`Meetings` or :guilabel:`Phone Calls.` If no activities are scheduled, an activity can
202-
be scheduled from the :guilabel:`🕘 (clock)` icon, located in the bottom-left corner of an
203-
appraisal card.
204-
- :guilabel:`Manager`: the employee's manager, indicated by the profile icon in the bottom-right
205-
corner of an appraisal card.
206-
- :guilabel:`Status banner`: the status of the appraisal. A banner appears if an appraisal is
207-
marked as either :guilabel:`Canceled` or :guilabel:`Done`. If no banner is present, that means the
208-
appraisal has not happened, or has not been scheduled yet.
209-
210-
To view the details of any appraisal, click on the card to open the appraisal form.
211-
212-
.. image:: appraisals/dashboard.png
213-
:align: center
214-
:alt: The Appraisals dashboard with each appraisal in its own box.
215-
216-
New appraisal
217-
-------------
218-
219-
To create a new appraisal, click the :guilabel:`New` button at the top of the :guilabel:`Appraisals`
220-
dashboard to load a blank appraisal form. Then, enter the following information on the form:
221-
222-
- :guilabel:`Name`: enter the employee's name.
223-
- :guilabel:`Manager`: select the employee's manager from the drop-down menu. The manager is
224-
responsible for completing the :guilabel:`Manager's Feedback` section of the appraisal. This field
225-
auto-populates after the employee is selected, if they have a manager set on their employee
226-
profile.
227-
- :guilabel:`Appraisal Date`: the current date is automatically entered in this field. This field is
228-
automatically updated once the appraisal is completed or canceled, with the corresponding date of
229-
completion or cancellation.
230-
- :guilabel:`Department`: select the employee's department from the drop-down menu. This field
231-
auto-populates after the employee is selected, if they have a department set on their employee
232-
profile.
233-
- :guilabel:`Company`: select the employee's company from the drop-down menu. This field
234-
auto-populates after the employee is selected, if they have a company set on their employee
235-
profile.
236-
237-
.. note::
238-
The only required fields for the appraisal form are the employee's :guilabel:`Name`, the
239-
:guilabel:`Manager`, and the :guilabel:`Company`.
240-
241-
Once the form is complete, click the :guilabel:`Confirm` button to confirm the appraisal request.
242-
243-
Once confirmed, the employee receives an email stating that an appraisal was requested, and is then
244-
prompted to schedule an appraisal date.
245-
246-
The status changes to :guilabel:`Confirmed`, and the :guilabel:`Employee's Feedback` section of the
247-
:guilabel:`Appraisal` tab is grayed out. The information in that section only appears after the
248-
self-assessment is published by the employee. The :guilabel:`Final Rating` field also appears once
249-
the appraisal request is confirmed.
250-
251-
If there are any existing appraisals for the employee, an :guilabel:`Appraisal` smart button appears
252-
at the top of the page, listing the total number of appraisals there are for the employee.
253-
254-
Ask for feedback
255-
~~~~~~~~~~~~~~~~
256-
257-
As part of the appraisal process, the manager can request feedback on an employee from anyone in the
258-
company. Feedback is usually requested from co-workers and other people who interact with, or work
259-
with, the employee. This is to get a more well-rounded view of the employee, and aid in the
260-
manager's overall assessment.
261-
262-
To request feedback, the appraisal **must** be confirmed. Once confirmed, an :guilabel:`Ask
263-
Feedback` button appears at the top of the form.
264-
265-
When the :guilabel:`Ask Feedback` button is clicked, an :guilabel:`Ask Feedback` email pop-up form
266-
appears, using the :guilabel:`Appraisal: Ask Feedback` email template, which sends the
267-
:guilabel:`360 Feedback` survey.
268-
269-
Enter the employees being asked to complete the survey in the :guilabel:`Recipients` field. Multiple
270-
employees may be selected.
271-
272-
The email template has dynamic placeholders to personalize the message. Add any additional text to
273-
the email, if desired.
274-
275-
If required, an :guilabel:`Answer Deadline` can be added, as well.
276-
277-
If any attachments are needed, click the :guilabel:`Attachments` button, and a file explorer window
278-
appears. Navigate to the file(s), select them, then click :guilabel:`Open`.
279-
280-
When the email is ready to send, click :guilabel:`Send.`
281-
282-
.. image:: appraisals/ask-feedback.png
283-
:align: center
284-
:alt: The email pop-up when requesting feedback from other employees.
285-
286-
Appraisal form
287-
~~~~~~~~~~~~~~
288-
289-
Once an appraisal is confirmed, the next steps are for the employee to fill out the self-assessment,
290-
after which the manager completes their assessment.
291-
292-
.. _appraisals/employee-feedback:
293-
294-
Employee's feedback
295-
*******************
296-
297-
To complete their portion of feedback, employees should navigate to the main
298-
:menuselection:`Appraisals application` dashboard, where the only entries visible are appraisals for
299-
the employee, themselves, and/or anyone they manage and have to provide manager feedback for.
300-
301-
Click on the appraisal to open the appraisal form. Enter responses in the :guilabel:`Employee's
302-
Feedback` section, under the :guilabel:`Appraisal` tab.
303-
304-
When completed, click the :guilabel:`Not Visible to Manager` toggle (the default setting once an
305-
appraisal is confirmed). When clicked, the toggle changes to :guilabel:`Visible to Manager`.
306-
307-
.. image:: appraisals/employee-feedback.png
308-
:align: center
309-
:alt: The feedback section for the employee with the toggle button highlighted.
310-
311-
.. _appraisals/manager-feedback:
312-
313-
Manager's feedback
314-
******************
315-
316-
After the employee has completed the :guilabel:`Employee's Feedback` section, under the
317-
:guilabel:`Appraisal` tab, it is time for the manager to fill out the :guilabel:`Manager's Feedback`
318-
section.
319-
320-
The manager enters their responses in the fields in the :ref:`same manner as the employee
321-
<appraisals/employee-feedback>`.
322-
323-
When the feedback section is completed, click the :guilabel:`Not Visible to Employee` toggle (the
324-
default setting once an appraisal is confirmed). When clicked, the toggle changes to
325-
:guilabel:`Visible to Employee`.
326-
327-
.. image:: appraisals/manager-feedback.png
328-
:align: center
329-
:alt: The feedback section for both employees and managers. The toggle buttons are highlighted.
330-
331-
Skills tab
332-
~~~~~~~~~~
333-
334-
Part of an appraisal is evaluating an employee's skills, and tracking their progress over time. The
335-
:guilabel:`Skills` tab of the appraisal form auto-populates with the skills from the :doc:`employee
336-
form <../hr/employees/new_employee>`, once an appraisal is confirmed.
337-
338-
Each skill is grouped with like skills, and the :guilabel:`Skill Level`, :guilabel:`Progress`, and
339-
:guilabel:`Justification` are displayed for each skill.
340-
341-
Update any skills, or add any new skills to the :guilabel:`Skills` tab.
342-
343-
If a skill level has increased, a reason for the improved rating can be entered into the
344-
:guilabel:`Justification` field, such as `took a fluency language test` or `received Javascript
345-
certification`.
346-
347-
Refer to the :ref:`Create a new employee <employees/skills>` document for detailed instructions on
348-
adding or updating a skill.
349-
350-
After an appraisal is completed, and the skills have been updated, the next time an appraisal is
351-
confirmed, the updated skills populate the :guilabel:`Skills` tab.
352-
353-
.. image:: appraisals/skills.png
354-
:align: center
355-
:alt: The skills tab of an appraisal form, all filled out.
356-
357-
Private note tab
358-
~~~~~~~~~~~~~~~~
359-
360-
If managers want to leave notes that are only visible to other managers, they can be entered in the
361-
:guilabel:`Private Note` tab. The employee being evaluated does **not** have access to this tab, and
362-
the tab does **not** appear on their appraisal.
363-
364-
Schedule a meeting
365-
------------------
366-
367-
Once both portions of an appraisal are completed (the :ref:`employee <appraisals/employee-feedback>`
368-
and :ref:`manager <appraisals/manager-feedback>` feedback sections), it is time for the employee and
369-
manager to meet and discuss the appraisal.
370-
371-
A meeting can be scheduled in one of two ways: either from the *Appraisals* application dashboard,
372-
or from an individual appraisal card.
373-
374-
To schedule an appraisal from the dashboard of the *Appraisals* application, first navigate to
375-
:menuselection:`Appraisals application --> Appraisals`.
376-
377-
Click the :guilabel:`🕘 (clock)` icon, beneath the appraisal date on the desired appraisal card, and
378-
a :guilabel:`Schedule Activity` pop-up window appears. Then, click :guilabel:`+ Schedule an
379-
activity` to create a blank activity form.
380-
381-
Select :guilabel:`Meeting` for the :guilabel:`Activity Type` from the drop-down menu. Doing so
382-
causes the form to change, so only the :guilabel:`Activity Type` and :guilabel:`Summary` fields
383-
appear.
384-
385-
If scheduling an activity other than a meeting, such as a :guilabel:`Call` or a :guilabel:`To-Do`,
386-
the fields that appear on the :guilabel:`Schedule Activity` pop-up form change, accordingly.
387-
388-
.. note::
389-
The :guilabel:`🕘 (clock)` icon may appear as a number of different icons, depending on what, if
390-
any, scheduled activities are in place, and the color represents their corresponding due dates.
391-
392-
If no activities are scheduled, that is represented by a gray :guilabel:`🕘 (clock)` icon.
393-
394-
However, if a specific activity is scheduled, the icon may appear as a :guilabel:`📞 (phone)`
395-
icon for a phone call, a :guilabel:`👥 (group of people)` icon for a meeting, and so on.
396-
397-
The color of the icon indicates the status; a green icon means an activity is scheduled in the
398-
future, and a red icon means the activity is past due.
399-
400-
For more details on activities, refer to the :doc:`../essentials/activities` document.
401-
402-
.. image:: appraisals/activity-icons.png
403-
:align: center
404-
:alt: The appraisal cards with the various activity icons highlighted.
405-
406-
Enter a brief description in the :guilabel:`Summary` field of the :guilabel:`Schedule Activity`
407-
pop-up window, such as `Annual Appraisal for (Employee)`.
408-
409-
Next, click the :guilabel:`Open Calendar` button. From the calendar page that appears, navigate to,
410-
and double-click on, the desired date and time for the meeting.
411-
412-
Doing so opens a :guilabel:`New Event` pop-up form. From this pop-up form, make any desired
413-
modifications, such as designating a :guilabel:`Start` time, or giving a :guilabel:`Name` to the
414-
meeting.
415-
416-
Add the appraisee in the :guilabel:`Attendees` section, and include anyone else who should be in the
417-
meeting, if necessary.
418-
419-
To make the meeting a video call, instead of an in-person meeting, click :guilabel:`+ Odoo meeting`,
420-
and a :guilabel:`Videocall URL` link appears in the field.
421-
422-
Once all the desired changes are complete, click :guilabel:`Save & Close`.
423-
424-
The meeting now appears on the calendar, and the invited parties are informed, via email.
425-
426-
.. image:: appraisals/meeting.png
427-
:align: center
428-
:alt: The meeting form with all information entered for Ronnie Hart's annual appraisal.
429-
430-
The other way to schedule a meeting is from the individual appraisal form. To do this, navigate to
431-
the :menuselection:`Appraisal application` dashboard, then click on an appraisal card.
432-
433-
Next, click on the :guilabel:`Meeting` smart button, and the calendar loads. Follow the same
434-
directions above to create the meeting.
435-
436-
.. note::
437-
If no meetings are scheduled, the :guilabel:`Meeting` smart button reads :guilabel:`No Meeting`.
438-
439173
.. seealso::
174+
- :doc:`appraisals/new_appraisals`
440175
- :doc:`appraisals/goals`
441176
- :doc:`appraisals/reporting`
442177

443178
.. toctree::
444179
:titlesonly:
445180

181+
appraisals/new_appraisals
446182
appraisals/goals
447183
appraisals/reporting

0 commit comments

Comments
 (0)
0