diff --git a/content/applications/hr/appraisals/appraisal_analysis.rst b/content/applications/hr/appraisals/appraisal_analysis.rst index b2736fbc47..7b55e96b8b 100644 --- a/content/applications/hr/appraisals/appraisal_analysis.rst +++ b/content/applications/hr/appraisals/appraisal_analysis.rst @@ -10,7 +10,20 @@ To access the *Appraisal Analysis* report, navigate to :menuselection:`Appraisal --> Appraisal Analysis`. On the :guilabel:`Appraisal Analysis` page, a report loads, displaying all the appraisals in the -database. Each entry is highlighted in a different color to represent their status: +database, in a default graph chart. Appraisals are grouped by :guilabel:`Month`, then +:guilabel:`Department`. + +View by status +============== + +Another way to view the *Appraisal Analysis* report is in the Gantt view, which provides visual +information on the appraisal's status. + +Navigate to :menuselection:`Appraisals app --> Reporting --> Appraisal Analysis`, and click the +:icon:`fa-tasks` :guilabel:`(Gantt)` icon in the upper-right corner. The report displays the current +year, grouped by department, with the current month highlighted. + +Each entry is highlighted in a different color to represent their status: +-----------+----------------------------+------------------------------------------------+ | Color | Status | Meaning | @@ -28,26 +41,25 @@ database. Each entry is highlighted in a different color to represent their stat Appraisals are scheduled automatically (appear in gray), according to their respective :ref:`appraisals/appraisal-plan`. -The report displays the current year, in a default Gantt view, grouped by department, with the -current month highlighted. - To change the period of time that is presented, adjust the date settings in the top-left corner of -the report by clicking the default :guilabel:`Year` to reveal a drop-down menu of options. The -options to display are :guilabel:`Day`, :guilabel:`Week`, :guilabel:`Month`, and :guilabel:`Year`. -Use the adjacent arrows to move forward or backward in time. +the report by clicking the :icon:`fa-calendar` :guilabel:`From: (date) to (date)` to reveal a +drop-down menu of options. The options to display are :guilabel:`Today`, :guilabel:`This week`, +:guilabel:`This month`, :guilabel:`This quarter`, and :guilabel:`This year`. + +Additionally, a range of dates can be entered in the :guilabel:`From` and :guilabel:`To` fields at +the bottom of the list, then click :guilabel:`Apply`. -At any point, click the :guilabel:`Today` button to have the Gantt view include today's date in the -view. +At any point, click the :icon:`fa-crosshairs` :guilabel:`(Focus Today)` button to have the report +include today's date in the view. To view the details of any appraisal, click on any appraisal. A pop-over window appears, displaying the due date for the appraisal. To view more details, click the :guilabel:`View` button, and further -details appear in a pop-up window. +details appear in an :guilabel:`Open` pop-up window. The report can have other :ref:`filters ` and :ref:`groupings ` set in the search bar at the top. .. image:: appraisal_analysis/analysis.png - :align: center :alt: A report showing all the appraisals for the Appraisal Analysis report. .. _appraisals/group-status: @@ -56,22 +68,20 @@ Group by status =============== When a company has a large number of employees, the default :guilabel:`Appraisal Analysis` report -may display too much information to view easily. In this scenario, viewing the data by status can be -beneficial. +may display too much information to view at one time. In this scenario, viewing the data by status +can be beneficial. -First, remove the default :icon:`oi-group` :guilabel:`Department` grouping from the search bar. -Next, click the :icon:`fa-caret-down` :guilabel:`(down arrow)` icon in the far-right of the search -bar. Click :guilabel:`Status` in the :icon:`oi-group` :guilabel:`Group By` column. Click away from -the drop-down menu to close it. +First, clear any filters or groups from the search bar. Next, click the :icon:`fa-caret-down` +:guilabel:`(Toggle Search Panel)` icon in the far-right of the search bar. Click :guilabel:`Status` +in the :icon:`oi-group` :guilabel:`Group By` column. Click away from the drop-down menu to close it. All the appraisals are now organized by status, in the following order: :guilabel:`Cancelled`, :guilabel:`Done`, :guilabel:`To Start`, and :guilabel:`Appraisal Sent`. -This view makes it easy to see which appraisals need to be completed, and when, as well as which -appraisals still need to be confirmed. +This view shows which appraisals need to be completed, and when, as well as which appraisals still +need to be confirmed. .. image:: appraisal_analysis/by-status.png - :align: center :alt: A report showing all the appraisals, grouped by status. Use case: view only the user's appraisals @@ -80,8 +90,8 @@ Use case: view only the user's appraisals When viewing the :guilabel:`Appraisal Analysis` report, it can save time to only view the appraisals the signed-in user is responsible for, and hide the rest. -To only view this data, click the :icon:`fa-caret-down` :guilabel:`(down arrow)` icon in the -far-right of the search bar, revealing a drop-down menu. +To only view this data, click the :icon:`fa-caret-down` :guilabel:`(Toggle Search Panel)` icon in +the far-right of the search bar, revealing a drop-down menu. .. note:: It is not necessary to remove the default :icon:`oi-group` :guilabel:`Department` grouping. If it @@ -98,7 +108,6 @@ scroll down and click on :guilabel:`Manager`. Next, set the middle field to :gui the fields are set, click :guilabel:`Add`. .. image:: appraisal_analysis/custom.png - :align: center :alt: A customized filter to show only the user's employees. Now, the only appraisals that appear are the appraisals that the selected user is responsible for, @@ -107,7 +116,6 @@ instead of viewing *all* the appraisals. This report can also be :ref:`grouped by status `. .. image:: appraisal_analysis/users-appraisals.png - :align: center :alt: A report showing only the appraisals the user is responsible for, by status. .. seealso:: diff --git a/content/applications/hr/appraisals/appraisal_analysis/analysis.png b/content/applications/hr/appraisals/appraisal_analysis/analysis.png index 97b70de707..4d95ae2d0b 100644 Binary files a/content/applications/hr/appraisals/appraisal_analysis/analysis.png and b/content/applications/hr/appraisals/appraisal_analysis/analysis.png differ diff --git a/content/applications/hr/appraisals/appraisal_analysis/by-status.png b/content/applications/hr/appraisals/appraisal_analysis/by-status.png index 808b362821..117780740c 100644 Binary files a/content/applications/hr/appraisals/appraisal_analysis/by-status.png and b/content/applications/hr/appraisals/appraisal_analysis/by-status.png differ