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[ADD] Appraisals: Appraisal templates
closes #13244 Signed-off-by: Lara Martini (larm) <larm@odoo.com>
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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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.. |5-stars| replace:: :icon:`fa-star-o` :icon:`fa-star-o` :icon:`fa-star-o` :icon:`fa-star-o`
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:icon:`fa-star-o`
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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. Make any desired changes to the template.
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The default template consists of the following questions:
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.. list-table:: Odoo **Appraisals** default appraisal template
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:header-rows: 1
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* - **Employee Feedback**
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- **Manager Feedback**
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* - **My work**
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**What are my best achievement(s) since my last appraisal?**
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*Describe something that made you proud, a piece of work positive for the company.*
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**What has been the most challenging aspect of my work this past year and why?**
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*Did you face new difficulties? Did you confront yourself to new obstacles?*
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**What would I need to improve my work?**
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*How can the company help you with your needs and objectives so you can reach your goals and
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foster better collaboration.*
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**My future**
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**What are my short and long-term goals with the company, and for my career?**
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- *Give an example of a short-term objective (< 6 months)*
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- *Give an example of a long-term objective (> 6 months)*
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**Which parts of my job do I most / least enjoy?**
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*Every job has strong points - which tasks do you enjoy the most and the least?*
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**My feelings**
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**How do I feel about the company...**
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- Culture/Behavior: |5-stars|
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- Internal Communication: |5-stars|
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**How do I feel about my own...**
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- Job content: |5-stars|
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- Work organization: |5-stars|
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- Remuneration: |5-stars|
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- **Feedback**
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**Give one positive achievement that convinced you of the employee's value.**
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*Some achievements that illustrate their strengths in addressing job challenges.*
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**Evaluation**
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+---------------------+-----------+
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| *Stress Resistance* | |5-stars| |
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+---------------------+-----------+
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| *Time Management* | |5-stars| |
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+---------------------+-----------+
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| *Teamwork* | |5-stars| |
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+---------------------+-----------+
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| *Autonomy* | |5-stars| |
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+---------------------+-----------+
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| *Pro-activity* | |5-stars| |
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+---------------------+-----------+
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**Improvements**
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**How could the employee improve?**
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*From a manager's point of view, how could you help them overcome their weaknesses?*
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**Short term (6-months) actions / decisions / objectives**
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*Do you need a rapid response to the current situation?*
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**Long term (> 6 months) career discussion, where does the employee want to go, how can you
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help them reach this path?**
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*How do you see the employee's future - does your vision align with their aspirations?*
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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:`( B05E 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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