@@ -22,27 +22,30 @@ Skills evolution report
2222To access this *Skills Evolution * report, navigate to :menuselection: `Appraisals app --> Reporting
2323--> Skills Evolution
2424
25- Doing so reveals the :guilabel: `Appraisal Skills Report ` page, which displays a report of all
26- skills, grouped by employee, in alphabetical order, by default .
25+ Doing so reveals the :guilabel: `Appraisal Skills Report ` page. All skills are grouped by the month
26+ they were created, then by employee, and then by skill type .
2727
28- .. note ::
29- Skill levels are **only ** updated after an appraisal is marked as done. Any skill level changes
30- from ongoing appraisals that have **not ** been finalized are **not ** included in this report.
28+ .. important ::
29+ The :guilabel: `Appraisals Skills Report ` only displays skills for employees with at least one
30+ completed appraisal. Skills for employees whose appraisals are still draft or pending are not
31+ included.
3132
32- All the :guilabel: ` Employee ` lines are expanded, with all the various skill types nested below. Each
33- individual skill type is collapsed, by default. To view the individual skills contained within a
34- skill type, click anywhere on the skill type line to expand the data .
33+ When an employee completes their first appraisal, all their skills appear on the report. Once
34+ subsequent appraisals are marked as done, any skill changes from the previous appraisal appear on
35+ the report .
3536
36- Each skill has the following information listed:
37+ Any skill level changes from ongoing appraisals that have **not ** been finalized are **not **
38+ included in this report.
39+
40+ To view the specific details for an employee's skill types, expand the :guilabel: `Employee `, then
41+ expand the individual :guilabel: `Skill Types `. Each skill type displays the following information:
3742
3843- :guilabel: `Employee `: the name of the employee.
3944- :guilabel: `Skill Type `: the category the skill falls under.
4045- :guilabel: `Skill `: the specific, individual skill.
41- - :guilabel: `Previous Skill Level `: the level the employee had previously achieved for the skill.
42- - :guilabel: `Previous Skill Progress `: the previous percentage of competency achieved for the skill
43- (based on the :guilabel: `Skill Level `).
44- - :guilabel: `Current Skill Level `: the current level the employee has achieved for the skill.
45- - :guilabel: `Current Skill Progress `: the current percentage of competency achieved for the skill.
46+ - :guilabel: `Current Level `: the current level the employee has achieved for the skill.
47+ - :guilabel: `Previous Progress `: the previous percentage of competency achieved for the skill.
48+ - :guilabel: `Current Progress `: the current percentage of competency achieved for the skill.
4649- :guilabel: `Justification `: any notes entered on the skill, explaining the progress.
4750
4851The color of the skill text indicates any changes from the previous appraisal. Skill levels that
@@ -54,48 +57,45 @@ This report can be modified to find specific information by adjusting the :ref:`
5457<search/filters>` and :ref: `groupings <search/group >` set in the search bar at the top.
5558
5659.. image :: skills_evolution/skills-report.png
57- :align: center
5860 :alt: A report showing all the skills grouped by employee.
5961
6062.. _appraisals/identify-skills :
6163
6264Use case: Identify employees with specific skills
6365=================================================
6466
65- Since the :guilabel: `Appraisal Skills Report ` organizes all skills by employee, it can be difficult
66- to find employees with a specific skill at a specific level. To find these employees, a custom
67- filter must be used.
67+ Since the :guilabel: `Appraisal Skills Report ` organizes all skills by month, then employee, it can
68+ be difficult to find employees with a specific skill at a specific level. To find these employees, a
69+ custom filter must be used.
6870
6971In this example, the report is modified to show employees with an expert level of Javascript
7072knowledge. To view only those employees, first remove all active filters in the search bar.
7173
72- Next, click the :icon: `fa-caret-down ` :guilabel: `(down arrow ) ` icon in the search bar, then click
73- :guilabel: `Add Custom Filter ` beneath the :icon: `fa-filters ` :guilabel: `Filters ` column to load an
74- :guilabel: `Add Custom Filter ` pop-up window.
74+ Next, click the :icon: `fa-caret-down ` :guilabel: `(Toggle Search Panel ) ` icon in the search bar, then
75+ click :guilabel: `Add Custom Filter ` beneath the :icon: `fa-filters ` :guilabel: `Filters ` column to
76+ load an :guilabel: `Add Custom Filter ` pop-up window.
7577
7678Using the drop-down menu in the first field, select :guilabel: `Skill `. Then, keep the second field
77- as-is, and select :guilabel: `Javascript ` from the third drop-down menu in the third field.
79+ as-is (:guilabel: `is in) `, and select :guilabel: `Javascript ` from the third drop-down menu in the
80+ third field.
7881
7982Next, click :guilabel: `New Rule `, and another line appears. In this second line, select
80- :guilabel: `Current Skill Level ` for the first drop-down field, leave the second field as-is, then
81- select :guilabel: `Expert ` for the third drop-down field.
83+ :guilabel: `Current Level ` for the first drop-down field, leave the second field as-is :guilabel: ` (is
84+ in) `, then select :guilabel: `Expert ` for the third drop-down field.
8285
83- After the :guilabel: `New Rule ` button is clicked, the word :guilabel: `"any" ` in the sentence
84- :guilabel: `Match any of the following rules: `, changes from plain text into a drop-down menu. Click
85- the :icon: `fa-caret-down ` :guilabel: `(down arrow) ` icon after the word :guilabel: `any `, and select
86- :guilabel: `all `.
86+ After the second rule is added, navigate to the text at the top of the pop-up window that shows
87+ :guilabel: `Match any ` :icon: `fa-caret-down ` :guilabel: `of the following rules `. Click the drop-down
88+ menu for :guilabel: `any ` and change it to :guilabel: `all `.
8789
8890Finally, click the :guilabel: `Add ` button.
8991
9092.. image :: skills_evolution/javascript.png
91- :align: center
9293 :alt: The Custom Filter pop-up with the parameters set.
9394
9495Now, only employees that have an :guilabel: `Expert ` level for the skill :guilabel: `Javascript `
9596appear. In this example, only :guilabel: `Marc Demo ` meets these criteria.
9697
9798.. image :: skills_evolution/results.png
98- :align: center
9999 :alt: The employees with expert Javascript skills.
100100
101101Use case: Assess highest improvement
@@ -105,7 +105,7 @@ Another way to modify the :guilabel:`Appraisal Skills Report` is to identify the
105105the highest amount of improved skills over a specific period of time.
106106
107107To view this information, first remove the default filter in the search bar. Next, click the
108- :icon: `fa-caret-down ` :guilabel: `(down arrow ) `
F422
icon in the search bar, then click
108+ :icon: `fa-caret-down ` :guilabel: `(Toggle Search Panel ) ` icon in the search bar, then click
109109:guilabel: `Improvement ` beneath the :icon: `fa-filter ` :guilabel: `Filters ` column. Enabling this
110110filter only presents skills that have improved.
111111
@@ -119,11 +119,11 @@ the second drop-down field. Once :guilabel:`is between` is selected, a second fi
119119the last field. Using the calendar selector, select the date range to apply the filter to. Once all
120120the fields are properly formatted, click :guilabel: `Add `.
121121
122- The custom filter presents only the skills that have improved during the specified time period,
123- organized by employee .
122+ The custom filter presents all skills that have been improved, organized by employee, in a default
123+ list view .
124124
125125.. example ::
126- To determine the employee with the most amount of improved skills for the third quarter, remove
126+ To determine the employee with the most amount of improved skills for the second quarter, remove
127127 the default filter in the search bar of the :guilabel: `Appraisal Skills Report `. Next, activate
128128 the :guilabel: `Improvement ` filter, then click :guilabel: `Add Custom Filter ` at the bottom of the
129129 :icon: `fa-filter ` :guilabel: `Filters ` column.
@@ -132,11 +132,8 @@ organized by employee.
132132 the first drop-down field, then select :guilabel: `is between ` for the second drop-down field. Two
133133 date fields appear after :guilabel: `is between ` is selected.
134134
135- Using the calendar selector, set the first date to :guilabel: `07/01/2024 ` and the second date to
136- :guilabel: `09/30/2024 `, then click :guilabel: `Add `.
137-
138- These filters present only the skills that have improved during the third quarter (between July
139- 1st and September 30th, 2024), organized by employee.
135+ Using the calendar selector, set the first date to :guilabel: `04/01/2025 ` and the second date to
136+ :guilabel: `06/30/2025 `, then click :guilabel: `Add `.
140137
141138 .. image :: skills_evolution/custom-filter.png
142139 :alt: The Custom Filter pop-up with the parameters set.
@@ -146,15 +143,14 @@ To view the number of employees and skills in further detail, click the :icon:`o
146143pivot table with the employees populating the rows, and the only visible column represents the total
147144number of improved skills.
148145
149- To expand more rows or columns to view which skill types had the most overall improvement, click
146+ To expand the columns to view which skill types had the most overall improvement, click
150147:icon: `fa-plus-square ` :guilabel: `Total ` above the :guilabel: `Count ` column, then click
151- :guilabel: `Skill Type ` from the resulting drop- down menu. This organizes the total improved skills
152- by their respective skill type .
148+ :guilabel: `Add Custom Group ` :icon: ` fa-caret- down`, then click :guilabel: ` Skill ` from the resulting
149+ drop-down menu. This expands all the improved skills, organized by individual skill .
153150
154151.. example ::
155- In this example, it is determined that :guilabel: `Charles Reginald ` had the largest improvement
156- in the third quarter, with six improved skills. Additionally, they also had the most skill
157- improvements for both :guilabel: `Languages ` (three) and :guilabel: `Programming Languages ` (two).
152+ In this example, :guilabel: `Audrey Peterson ` improved the most in the third quarter, with five
153+ improved skills.
158154
159155 .. image :: skills_evolution/largest-improvement.png
160156 :alt: The pivot table showing the skill improvements for the third quarter.
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