odoo · larm-odoo · May 7, 2025
diff --git a/content/applications/hr/appraisals.rst b/content/applications/hr/appraisals.rst
@@ -172,6 +172,7 @@ document.
 
 .. seealso::
    - :doc:`appraisals/new_appraisals`
+   - :doc:`appraisals/appraisal_templates`
    - :doc:`appraisals/goals`
    - :doc:`appraisals/appraisal_analysis`
    - :doc:`appraisals/skills_evolution`
@@ -180,6 +181,7 @@ document.
    :titlesonly:
 
    appraisals/new_appraisals
+   appraisals/appraisal_templates
    appraisals/goals
    appraisals/appraisal_analysis
    appraisals/skills_evolution
diff --git a/content/applications/hr/appraisals/appraisal_templates.rst b/content/applications/hr/appraisals/appraisal_templates.rst
@@ -0,0 +1,147 @@
+===================
+Appraisal templates
+===================
+
+.. |5-stars| replace:: :icon:`fa-star-o` :icon:`fa-star-o` :icon:`fa-star-o` :icon:`fa-star-o`
+                       :icon:`fa-star-o`
+
+The **Appraisals** app uses a preconfigured default template, which is general enough to be
+applicable to all employees. If desired, the default template :ref:`can be modified
+<appraisals/modify-template>`, or, if different templates are needed, such as department-specific
+appraisal templates, new templates :ref:`can be created <appraisals/create-template>`.
+
+.. _appraisals/modify-template:
+
+Modify appraisal templates
+==========================
+
+If needed, changes can be made to the default template. To view the default template, navigate to
+:menuselection:`Appraisals app --> Configuration --> Appraisal Templates`.
+
+The default template appears in a list view, named :guilabel:`Default Template`. Click on the
+template to view the template details. Make any desired changes to the template.
+
+The default template consists of the following questions:
+
+.. list-table:: Odoo **Appraisals** default appraisal template
+   :header-rows: 1
+
+   * - **Employee Feedback**
+     - **Manager Feedback**
+
+
+   * - **My work**
+
+       **What are my best achievement(s) since my last appraisal?**
+
+       *Describe something that made you proud, a piece of work positive for the company.*
+
+       **What has been the most challenging aspect of my work this past year and why?**
+
+       *Did you face new difficulties? Did you confront yourself to new obstacles?*
+
+       **What would I need to improve my work?**
+
+       *How can the company help you with your needs and objectives so you can reach your goals and
+       foster better collaboration.*
+
+       **My future**
+
+       **What are my short and long-term goals with the company, and for my career?**
+
+       - *Give an example of a short-term objective (< 6 months)*
+       - *Give an example of a long-term objective (> 6 months)*
+
+       **Which parts of my job do I most / least enjoy?**
+
+       *Every job has strong points - which tasks do you enjoy the most and the least?*
+
+       **My feelings**
+
+       **How do I feel about the company...**
+
+       - Culture/Behavior: |5-stars|
+       - Internal Communication: |5-stars|
+
+       **How do I feel about my own...**
+
+       - Job content: |5-stars|
+       - Work organization: |5-stars|
+       - Remuneration: |5-stars|
+
+     - **Feedback**
+
+       **Give one positive achievement that convinced you of the employee's value.**
+
+       *Some achievements that illustrate their strengths in addressing job challenges.*
+
+       **Evaluation**
+
+       +---------------------+-----------+
+       | *Stress Resistance* | |5-stars| |
+       +---------------------+-----------+
+       | *Time Management*   | |5-stars| |
+       +---------------------+-----------+
+       | *Teamwork*          | |5-stars| |
+       +---------------------+-----------+
+       | *Autonomy*          | |5-stars| |
+       +---------------------+-----------+
+       | *Pro-activity*      | |5-stars| |
+       +---------------------+-----------+
+
+       **Improvements**
+
+       **How could the employee improve?**
+
+       *From a manager's point of view, how could you help them overcome their weaknesses?*
+
+       **Short term (6-months) actions / decisions / objectives**
+
+       *Do you need a rapid response to the current situation?*
+
+       **Long term (> 6 months) career discussion, where does the employee want to go, how can you
+       help them reach this path?**
+
+       *How do you see the employee's future - does your vision align with their aspirations?*
+
+.. _appraisals/create-template:
+
+Create appraisal templates
+==========================
+
+Large companies with many departments may prefer department-specific appraisal templates, instead of
+using a default universal template. Creating and using department-specific templates can be helpful
+if specific feedback is needed.
+
+.. example::
+   An appliance repair company has two main types of employees, office workers who handle
+   administrative tasks and scheduling, and repair technicians who work in the field, performing
+   repairs at customers' homes.
+
+   This type of company may create two different appraisal templates, one for the office workers,
+   and one for the on-site repair technicians.
+
+To create a new appraisal template, click the :guilabel:`New` button in the upper-left corner. Next,
+:doc:`configure the appraisal <../../marketing/surveys/create>` by adding questions to the template.
+
+Additionally, a new appraisal template can be created by duplicating the default template, and
+making modifications to the copy. To duplicate the template, navigate to :menuselection:`Appraisals
+app --> Configuration --> Appraisal Templates`, then click on the template being duplicated. Click
+the :icon:`fa-gear` :guilabel:`(Actions)` icon, then click :icon:`fa-clone` :guilabel:`Duplicate`.
+
+First, change the name of the template, then make any desired changes to the template.
+
+.. important::
+   Appraisal templates are housed in the **Surveys** app. Any appraisal template created *in* the
+   **Appraisals** app must be configured to be used with the **Appraisals** app, or it will *not* be
+   available for appraisals.
+
+   To ensure a new template is available for the **Appraisals** app, navigate to the **Surveys**
+   app, and click on the appraisal template.
+
+   Tick the radio button next to :guilabel:`Appraisal` at the top of the survey. This setting allows
+   the survey to be used in the **Appraisals** app, and is visible in the :guilabel:`Appraisal
+   Template` drop-down menu.
+
+   .. image:: appraisal_templates/appraisal-button.png
+      :alt: The appraisal radio button ticked on an appraisal form in the Surveys app.
diff --git a/content/applications/hr/appraisals/appraisal_templates/appraisal-button.png b/content/applications/hr/appraisals/appraisal_templates/appraisal-button.png