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[ADD] Appraisals: Appraisal templates
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‎content/applications/hr/appraisals.rst

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.. seealso::
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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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- :doc:`appraisals/appraisal_analysis`
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- :doc:`appraisals/skills_evolution`
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:titlesonly:
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appraisals/new_appraisals
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appraisals/appraisal_templates
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appraisals/goals
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appraisals/appraisal_analysis
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appraisals/skills_evolution

‎content/applications/hr/appraisals/appraisal_templates.rst

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===================
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Appraisal templates
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===================
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The **Appraisals** app uses a preconfigured default template, which is general enough to be
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applicable to all employees. If desired, the default template :ref:`can be modified
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<appraisals/modify-template>`, or, if different templates are needed, such as department-specific
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appraisal templates, new templates :ref:`can be created <appraisals/create-template>`.
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.. _appraisals/modify-template:
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Modify appraisal templates
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==========================
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If needed, changes can be made to the default template. To view the default template, navigate to
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:menuselection:`Appraisals app --> Configuration --> Appraisal Templates`.
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The default template appears in a list view, named :guilabel:`Default Template`. Click on the
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template to view the template details.
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The default template consists of the following questions:
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+------------------------------------------------+-------------------------------------------------+
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| Employee Feedback | Manager feedback |
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+================================================+=================================================+
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| | **My work** | | **Feedback** |
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| | **What are my best achievement(s) since my | | **Give one positive achievement that convinced|
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| last appraisal?** | you of the employee's value.** |
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| | *Describe something that made you proud, a | | *List achievements that confirm the various |
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| piece of work positive for the company.* | job challenges.* |
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+------------------------------------------------+-------------------------------------------------+
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| | **What has been the most challenging aspect | | **Evaluation** |
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| of my work this past year and why?** | | *Stress Resistance* :icon:`fa-star-o` |
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| | *Did you face new difficulties? Did you | :icon:`fa-star-o` :icon:`fa-star-o` |
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| confront yourself to new obstacles?* | :icon:`fa-star-o` |
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| | | *Time Management* :icon:`fa-star-o` |
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| | :icon:`fa-star-o` :icon:`fa-star-o` |
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| | :icon:`fa-star-o` |
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| | | *Teamwork* :icon:`fa-star-o` |
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| | :icon:`fa-star-o` :icon:`fa-star-o` |
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| | :icon:`fa-star-o` |
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| | | *Autonomy* :icon:`fa-star-o` |
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| | :icon:`fa-star-o` :icon:`fa-star-o` |
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| | :icon:`fa-star-o` |
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| | | *Proactivity* :icon:`fa-star-o` |
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| | :icon:`fa-star-o` :icon:`fa-star-o` |
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| | :icon:`fa-star-o` |
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+------------------------------------------------+-------------------------------------------------+
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| | **What would I need to improve my work?** | | **Improvements** |
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| | *How can the company help you with your need | | **How could the employee improve?** |
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| and objectives in order for you to reach | | *From a manager's point of view, how could you|
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| your goals and look for the best | help the employee to overcome their |
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| collaboration.* | weaknesses?* |
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+------------------------------------------------+-------------------------------------------------+
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| | **My future** | | **Short term (6-months) actions / decisions / |
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| | **What are my short and long-term goals | objectives** |
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| with the company, and for my career?** | | *Do you need rapid answer to the current |
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| | - *Give an example of short-term objective | situation?* |
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| (< 6 months)* | |
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| | - *Give an example of long-term objective | |
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| (> 6 months)* | |
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+------------------------------------------------+-------------------------------------------------+
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| | **Which parts of my job do I most / least | | **Long term (> 6 months) career discussion, |
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| enjoy?** | where does the employee want to go, how to |
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| | *Every job has strong points, what are, in | help them reach this path?** |
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| your opinion, the tasks that you enjoy the | | *How do you see the employee in the future, do|
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| most/the least?* | your vision follow the employee's desire?* |
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+------------------------------------------------+-------------------------------------------------+
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| | **My feelings** | |
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| | **How do I feel about the company...** | |
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| | - *Culture/Behavior:* :icon:`fa-star-o` | |
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| :icon:`fa-star-o` :icon:`fa-star-o` | |
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| :icon:`fa-star-o` :icon:`fa-star-o` | |
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| | - *Internal Communication:* | |
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| :icon:`fa-star-o` :icon:`fa-star-o` | |
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| :icon:`fa-star-o` :icon:`fa-star-o` | |
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| :icon:`fa-star-o` | |
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| | **How do I feel about my own...** | |
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| | - *Job's content:* :icon:`fa-star-o` | |
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| :icon:`fa-star-o` :icon:`fa-star-o` | |
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| :icon:`fa-star-o` :icon:`fa-star-o` | |
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| | - *Work organization:* :icon:`fa-star-o` | |
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| :icon:`fa-star-o` :icon:`fa-star-o` | |
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| :icon:`fa-star-o` :icon:`fa-star-o` | |
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| | - *Remuneration:* :icon:`fa-star-o` | |
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| :icon:`fa-star-o` :icon:`fa-star-o` | |
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| :icon:`fa-star-o` :icon:`fa-star-o` | |
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+------------------------------------------------+-------------------------------------------------+
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Make any desired changes to the template.
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.. _appraisals/create-template:
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Create appraisal templates
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==========================
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Large companies with many departments may prefer department-specific appraisal templates, instead of
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using a default universal template. Creating and using department-specific templates can be helpful
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if specific feedback is needed.
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.. example::
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An appliance repair company has two main types of employees, office workers who handle
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administrative tasks and scheduling, and repair technicians who work in the field, performing
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repairs at customers' homes.
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This type of company may create two different appraisal templates, one for the office workers,
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and one for the on-site repair technicians.
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To create a new appraisal template, click the :guilabel:`New` button in the upper-left corner. Next,
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:doc:`configure the appraisal <../../marketing/surveys/create>` by adding questions to the template.
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Additionally, a new appraisal template can be created by duplicating the default template, and
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making modifications to the copy. To duplicate the template, navigate to :menuselection:`Appraisals
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app --> Configuration --> Appraisal Templates`, then click on the template being duplicated. Click
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the :icon:`fa-gear` :guilabel:`(Actions)` icon, then click :icon:`fa-clone` :guilabel:`Duplicate`.
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First, change the name of the template, then make any desired changes to the template.
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.. important::
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Appraisal templates are housed in the **Surveys** app. Any appraisal template created *in* the
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**Appraisals** app must be configured to be used with the **Appraisals** app, or it will *not* be
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available for appraisals.
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To ensure a new template is available for the **Appraisals** app, navigate to the **Surveys**
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app, and click on the appraisal template.
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Tick the radio button next to :guilabel:`Appraisal` at the top of the survey. This setting allows
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the survey to be used in the **Appraisals** app, and is visible in the :guilabel:`Appraisal
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Template` drop-down menu.
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.. image:: appraisal_templates/appraisal-button.png
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:alt: The appraisal radio button ticked on an appraisal form in the Surveys app.

‎content/applications/hr/appraisals/appraisal_templates/appraisal-button.png

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