8000 [IMP] Appraisals: Update goals · odoo/documentation@1a16cc4 · GitHub
[go: up one dir, main page]
Skip to content

Commit 1a16cc4

Browse files
larm-odoolarm-odoo
committed
[IMP] Appraisals: Update goals
closes #13454 X-original-commit: 5b4dc80 Signed-off-by: Lara Martini (larm) <larm@odoo.com>
1 parent 755097e commit 1a16cc4

File tree

4 files changed

+74
-57
lines changed

4 files changed

+74
-57
lines changed

‎content/applications/hr/appraisals/goals.rst

Lines changed: 74 additions & 57 deletions
Original file line numberDiff line numberDiff line change
@@ -2,84 +2,101 @@
22
Goals
33
=====
44

5-
The Odoo *Appraisals* application allows managers to set goals for their employees. That way,
6-
employees know what to work toward before their next review.
5+
The Odoo **Appraisals** application allows managers to set (and track) clear goals for their
6+
employees. Continuous progress towards goals give employees a concrete target between reviews, and
7+
give managers reliable insights when evaluating performance.
8+
9+
View goals
10+
==========
711

812
To view all goals, navigate to :menuselection:`Appraisals app --> Goals`. This presents all the
9-
goals for every employee, in a default Kanban view.
13+
goals for every employee, in a default list view, grouped by :guilabel:`Employee`.
1014

11-
.. _appraisals/goal-card:
15+
Click on an employee to expand the listed goals. Each goal displays the following information:
1216

13-
Each goal card contains the following information:
17+
- :guilabel:`Name`: The name of the goal.
18+
- :guilabel:`Created on`: The date the goal was made.
19+
- :guilabel:`Progress`: The percentage of progress the employee has achieved.
20+
- :guilabel:`Employee`: The employee assigned to the goal.
1421

15-
- :guilabel:`Goal`: the name of the goal.
16-
- :guilabel:`Employee`: the employee the goal is assigned to.
17-
- :icon:`fa-clock-o` :guilabel:`(clock)` icon: displays the corresponding :doc:`activity icon
18-
<../../essentials/activities>` for the record. If no activities are scheduled, the default icon is
19-
the :icon:`fa-clock-o` :guilabel:`(clock)`. If any activities have been scheduled, the icon
20-
represents the activity scheduled soonest.
21-
- :guilabel:`Deadline`: the due date for the goal.
22-
- :guilabel:`Progress`: the percentage of competency set for the goal. The options are
23-
:guilabel:`0%`, :guilabel:`25%`, :guilabel:`50%`, :guilabel:`75%`, or :guilabel:`100%`.
24-
- :guilabel:`Employee Icon`: the profile icon of the employee the goal is assigned to.
22+
.. note::
23+
Only employees with goals assigned to them appear in the list.
2524

26-
If a goal is completed, a :guilabel:`Done` banner appears in the top-right corner of the goal card.
25+
.. image:: goals/goal-list.png
26+
:alt: A list of goals for all employees.
2727

28-
.. image:: goals/goals.png
29-
:align: center
30-
:alt: The goals Kanban view, with nine goal cards.
28+
.. _appraisals/goal-card:
3129

32-
.. note::
33-
Every individual goal requires its own record for each employee. If multiple employees have the
34-
same goal, a goal card for each employee appears on the list.
30+
Create goals
31+
============
3532

36-
For example, if Bob and Sara have the same goal of `Typing`, two cards appear in the Kanban view:
37-
one `Typing` goal for Bob, and another `Typing` goal for Sara.
33+
To create new goals, navigate to :menuselection:`Appraisals app --> Goals`, and click
34+
:guilabel:`New` in the top-left corner to open a blank goal form. Add the following information on
35+
the form:
3836

39-
New goal
40-
========
37+
- :guilabel:`Goal`: Type in a brief name for the goal in this field.
38+
- :guilabel:`Employee`: Using the drop-down menu, select the employee being assigned the goal. Once
39+
this field is populated, the employee's manager populates the :guilabel:`Manager` field.
40+
- :guilabel:`Progress`: Click the current percentage of competency for the goal. The options are
41+
:guilabel:`0%`, :guilabel:`25%`, :guilabel:`50%`, :guilabel:`75%`, or :guilabel:`100%`.
42+
- :guilabel:`Manager`: Using the drop-down menu, select the employee's manager (if not already
43+
selected).
44+
- :guilabel:`Deadline`: Using the calendar selector, enter the due date for the goal.
45+
- :guilabel:`Tags`: Using the drop-down menu, add any relevant :ref:`tags <appraisals/add-tags>` to
46+
the goal.
47+
- :guilabel:`Description` tab: Enter any details regarding the goal in this tab.
4148

42-
To create a new goal, navigate to :menuselection:`Appraisals app --> Goals`, and click
43-
:guilabel:`New` top-left corner to open a blank goal form.
49+
.. tip::
50+
Some goals can be broken down into steps, which may be input as a checklist. A checklist is a
51+
tool the employee may use to mark their progress.
4452

45-
Input the :guilabel:`Goal`, :guilabel:`Employee`, :guilabel:`Progress`, and :guilabel:`Deadline`,
46-
information on the goal card, as discussed in the :ref:`goal card <appraisals/goal-card>` section of
47-
this document.
53+
.. image:: goals/new-goal.png
54+
:alt: A completed goal created for learning Python.
4855

49-
The information requested is all the same information that appears on the goal card in the Kanban
50-
view, with the addition of a :guilabel:`Tags` field and a :guilabel:`Description` tab.
56+
.. _appraisals/add-tags:
5157

52-
.. tip::
53-
The *Appraisals* application does **not** have any pre-configured tags, so all tags need to be
54-
added. To add a tag, enter the name of the tag on the line, then click :guilabel:`Create
55-
"(tag)"`. Repeat this for all tags that need to be added.
58+
Tags
59+
----
5660

57-
The current user populates the :guilabel:`Employee` field, by default, and the :guilabel:`Manager`
58-
field populates with the manager set on the employee profile.
61+
Adding tags to goals can help when viewing the goals report, to see how many goals with specific
62+
tags are assigned to employees.
5963

60-
Make any necessary changes to the form, and add any notes that might be useful to clarify the goal
61-
in the :guilabel:`Description` tab.
64+
To view all the current tags, and add new ones, navigate to :menuselection:`Appraisals app -->
65+
Configuration --> Tags`. All tags appear in a list view. The default tags are: :guilabel:`External`,
66+
:guilabel:`Hard Skills`, :guilabel:`Internal`, :guilabel:`Programming`, :guilabel:`Soft Skills`, and
67+
:guilabel:`Training`.
6268

63-
.. image:: goals/new-goal.png
64-
:align: center
65-
:alt: A goal form filled out for a Python skill, set to 50% proficiency.
69+
To add a new tag, click the :guilabel:`New` button in the upper-left corner, and a new line appears
70+
at the bottom of the list. Enter the tag, then press return or click away from the field.
71+
72+
Update goals
73+
============
6674

67-
Completed goals
68-
===============
75+
During employee appraisals, goals are reviewed to see how much progress the employee has made. When
76+
an employee has achieved the next level of progress, the goal must be updated accordingly.
6977

70-
When a goal has been met, it is important to update the record. A goal can be marked as `Done` in
71-
one of two ways: from the main :guilabel:`Goals` dashboard, or from the individual goal card.
78+
To update a goal's progress percentage, navigate to :menuselection:`Appraisals app --> Goals`.
79+
Expand the employee whose goals are being evaluated, and click on an individual goal to open the
80+
goal record.
7281

73-
To mark a goal as `Done` from the main :guilabel:`Goals` dashboard, click on the
74-
:icon:`fa-ellipsis-v` :guilabel:`(vertical ellipsis)` icon in the top-right of a goal card.
82+
Click the new :guilabel:`Progress` box to set the new progress level. It is recommended to add notes
83+
in the :guilabel:`Description` tab, as the employee progresses with the goal. The notes should
84+
include dates the progress changed, and any supporting information regarding the change.
7585

7686
.. note::
77-
The :icon:`fa-ellipsis-v` :guilabel:`(vertical ellipsis)` icon **only** appears when the mouse
78-
hovers over the top-right corner of a goal card.
87+
Goal progress can be updated at any time by the employee's manager, not only during an appraisal.
7988

80-
Then, click :guilabel:`Mark as Done` from the resulting drop-down menu. A green :guilabel:`Done`
81-
banner appears in the top-right corner of the goal card.
89+
Complete goals
90+
==============
8291

83-
To mark a goal as `Done` from the goal card itself, click on a goal card to open that goal's form.
84-
Then, click the :guilabel:`Mark as Done` button in the top-left of the form. When clicked, a green
85-
:guilabel:`Done` banner appears in the top-right corner of the goal form.
92+
When a goal has been met, it is important to update the record. Navigate to
93+
:menuselection:`Appraisals app --> Goals`. Expand the employee whose goals are being evaluated, and
94+
click on an individual goal to open the goal record.
95+
96+
Click the :guilabel:`Mark as Done` button in the upper-left corner. A green :guilabel:`Done` banner
97+
appears in the top-right corner of the goal card, and the :guilabel:`Progress` changes to
98+
:guilabel:`100%`.
99+
100+
.. note::
101+
On the :guilabel:`Goals` dashboard, completed goals are indicated with a green :guilabel:`100%`
102+
in the :guilabel:`Progress` column.

‎content/applications/hr/appraisals/goals/goal-list.png

24.2 KB
Loading

‎content/applications/hr/appraisals/goals/goal.png

24.2 KB
Loading

‎content/applications/hr/appraisals/goals/goals.png

-20.6 KB
Binary file not shown.

0 commit comments

Comments
 (0)
0