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[ADD] Appraisals: Schedule appraisals
closes #13230 Signed-off-by: Lara Martini (larm) <larm@odoo.com>
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‎content/applications/hr/appraisals.rst

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Appraisals
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==========
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In Odoo, the *Appraisals* application can be used to evaluate employee performance on a recurring
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basis. Managers can evaluate the performance of their employees, and also allow employees to do a
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self-assessment of their own. Appraisals are customizable, and can be set for any kind of schedule
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desired.
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Appraisals give employees valuable feedback, including actionable goals to work toward, and
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measurable skills to improve upon. Additionally, appraisals may form the basis for raises,
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promotions, and other benefits.
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Regular appraisals are good for both the employees and the company, since they can accurately
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measure performance based on company goals, and show employees where they need to improve.
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Configuration
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=============
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The :guilabel:`Configuration` menu in the *Appraisals* application is where the settings can be
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configured, feedback templates can be edited, frequencies can be set, evaluation scales can be
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managed, data for 360 feedback can be stored, and goal tags can be viewed/created.
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configured, feedback templates can be edited, evaluation scales can be managed, data for 360
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feedback can be stored, and goal tags can be viewed/created.
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Settings
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--------
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========
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To access the *Settings* menu, navigate to :menuselection:`Appraisals application --> Configuration
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--> Settings`.
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Feedback templates
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~~~~~~~~~~~~~~~~~~
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------------------
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Feedback templates are form outlines used during an employee appraisal. Any edits made to a template
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are, ultimately, reflected in the appraisals sent to employees.
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Any desired changes to the default feedback templates can be made by making changes directly in each
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template.
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Appraisals
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~~~~~~~~~~
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The :guilabel:`Appraisals` section of the settings menu determines the frequency that appraisals are
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performed, and if it is possible to request additional feedback.
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.. image:: appraisals/appraisals-setting.png
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:align: center
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:alt: The appraisals sections with the timeline filled in and 360 feedback enabled.
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.. _appraisals/appraisal-plan:
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Appraisals plans
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****************
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By default, appraisals are pre-configured to be automatically created six months after an employee
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is hired, with a second appraisal exactly six months after that.
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Once those two initial appraisals have been completed in the employee's first year, following
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appraisals are only created once a year (every twelve months).
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To modify this schedule, change the number of months in the blank fields under the
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:guilabel:`Appraisals Plans` section.
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.. important::
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If the :guilabel:`Appraisals Plans` section is modified, **all** empty :guilabel:`Next Appraisal
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Dates` are modified for **all** employees.
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360 feedback
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************
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============
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The :guilabel:`360 Feedback` option can be enabled to allow managers to request feedback from other
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employees using a different survey form, at any time, independent of the appraisal schedule.
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*Surveys* application **must** be installed.
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Evaluation scale
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----------------
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================
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On each employee appraisal form, final rating options appear by default. To view and edit these
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options, navigate to :menuselection:`Appraisals application --> Configuration --> Evaluation Scale`.
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:alt: The evaluation scale, with the new button and click and drag icons highlighted.
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360 feedback
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------------
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============
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The :guilabel:`360 Feedback` section displays information for all the surveys currently configured
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in the *Appraisals* application. To view the surveys, and their statistics, navigate to
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In previous versions of Odoo, this section was referred to as :guilabel:`Surveys`.
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.. seealso::
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- :doc:`appraisals/schedule_appraisals`
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- :doc:`appraisals/new_appraisals`
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- :doc:`appraisals/appraisal_templates`
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- :doc:`appraisals/goals`
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.. toctree::
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:titlesonly:
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appraisals/schedule_appraisals
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appraisals/new_appraisals
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appraisals/appraisal_templates
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appraisals/goals

‎content/applications/hr/appraisals/schedule_appraisals.rst

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===================
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Schedule appraisals
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===================
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Odoo's **Appraisals** app helps managers run recurring performance reviews. Each review can include
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a self-assessment and can follow any schedule the company sets.
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Regular appraisals turn day-to-day work into clear goals and measurable skill targets. They also
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supply the objective evidence HR needs for raises or promotions, and keep individual performance
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aligned with company KPIs.
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Reviews can be :ref:`scheduled automatically <appraisals/auto>` through an :ref:`appraisal plan
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<appraisals/appraisal-plan>` that triggers evaluations at set intervals, or :ref:`created manually
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<appraisals/manual>` whenever needed—such as before a promotion or department transfer.
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.. _appraisals/auto:
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Automatic scheduling
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====================
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To ensure no appraisal is missed, enable automatic scheduling by going to :menuselection:`Appraisals
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app --> Configuration --> Settings`.
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The :guilabel:`Appraisals Plan` settings determines the frequency that appraisals are scheduled.
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.. image:: schedule_appraisals/appraisals-setting.png
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:alt: The appraisals sections with the timeline filled in and 360 feedback enabled.
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.. _appraisals/appraisal-plan:
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Appraisals plans
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----------------
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By default, appraisals are preconfigured to be automatically created six months after an employee is
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hired, with a second appraisal exactly six months after that.
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Once those two initial appraisals have been completed in the employee's first year, following
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appraisals are only created once a year (every twelve months).
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To modify this schedule, change the number of months in the blank fields under the
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:guilabel:`Appraisals Plans` section.
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.. important::
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Changing the :guilabel:`Appraisals Plans` field updates **every** employee record whose
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:guilabel:`Next Appraisal Dates` is empty.
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Appraisals automation
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---------------------
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Tick the checkbox next to :guilabel:`Appraisals Automation` to have Odoo automatically schedule
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*and* confirm appraisals.
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Appraisals are scheduled according to the :ref:`appraisal plan <appraisals/appraisal-plan>`.
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.. _appraisals/manual:
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Manually schedule an appraisal
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==============================
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Managers can schedule an appraisal at any time, outside the regular cycle.
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For example, if an employee is promoted, or transfers to a new role or a new department, an
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appraisal is scheduled to assess performance in the current role.
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To create a new appraisal, open the :menuselection:`Appraisals` app, and click the :guilabel:`New`
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button in the upper-left corner. This opens a blank :guilabel:`Appraisals` form.
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First, using the drop-down menu, select the employee being evaluated, in the first field on the
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form. Once an employee is selected, the employee's :guilabel:`Manager`, :guilabel:`Job Position`,
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and :guilabel:`Department` fields are populated according to the information on the employee record.
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The current date populates the :guilabel:`Appraisal Date` field, which is the date the appraisal is
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scheduled to be completed. Using the calendar selector, adjust the date, if desired. This field is
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typically updated when the manager submits their final rating at the end of the appraisal process.
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If there is an :ref:`appraisal plan <appraisals/appraisal-plan>` configured, the :guilabel:`Next
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Appraisal Date` field displays :guilabel:`Ongoing`. This indicates that the following appraisal will
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be scheduled according to the appraisal schedule. Once the appraisal is marked as complete, the
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:guilabel:`Next Appraisal Date` is updated with the date of the next appraisal.
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Last, select the desired :guilabel:`Appraisal Template`. The :guilabel:`Default Template` populates
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this field, by default, and is created when the **Appraisals** app is installed. Using the drop-down
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menu, select a different template, if desired.
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Once the information in the top-half of the :guilabel:`Appraisals` form is complete, click the
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:guilabel:`Confirm` button in the upper-left corner, and the appraisal is scheduled, and the
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employee is notified.
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Once the appraisal is confirmed, both the employee and manager can start to fill out the appraisal.
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.. image:: schedule_appraisals/new-appraisal.png
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:alt: A new appraisal form with the top half filled out.

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