88 lines
3.8 KiB
Markdown
88 lines
3.8 KiB
Markdown
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# Goals
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The Odoo *Appraisals* application allows managers to set goals for their employees. That way,
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employees know what to work toward before their next review.
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To view all goals, navigate to {menuselection}`Appraisals app --> Goals`. This presents all the
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goals for every employee, in a default Kanban view.
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(appraisals-goal-card)=
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Each goal card contains the following information:
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- {guilabel}`Goal`: the name of the goal.
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- {guilabel}`Employee`: the employee the goal is assigned to.
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- {icon}`fa-clock-o` {guilabel}`(clock)` icon: displays the corresponding {doc}`activity icon
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<../../essentials/activities>` for the record. If no activities are scheduled, the default icon is
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the {icon}`fa-clock-o` {guilabel}`(clock)`. If any activities have been scheduled, the icon
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represents the activity scheduled soonest.
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- {guilabel}`Deadline`: the due date for the goal.
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- {guilabel}`Progress`: the percentage of competency set for the goal. The options are
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{guilabel}`0%`, {guilabel}`25%`, {guilabel}`50%`, {guilabel}`75%`, or {guilabel}`100%`.
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- {guilabel}`Employee Icon`: the profile icon of the employee the goal is assigned to.
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If a goal is completed, a {guilabel}`Done` banner appears in the top-right corner of the goal card.
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```{image} goals/goals.png
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:align: center
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:alt: The goals Kanban view, with nine goal cards.
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```
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:::{note}
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Every individual goal requires its own record for each employee. If multiple employees have the
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same goal, a goal card for each employee appears on the list.
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For example, if Bob and Sara have the same goal of `Typing`, two cards appear in the Kanban view:
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one `Typing` goal for Bob, and another `Typing` goal for Sara.
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:::
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## New goal
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To create a new goal, navigate to {menuselection}`Appraisals app --> Goals`, and click
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{guilabel}`New` top-left corner to open a blank goal form.
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Input the {guilabel}`Goal`, {guilabel}`Employee`, {guilabel}`Progress`, and {guilabel}`Deadline`,
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information on the goal card, as discussed in the {ref}`goal card <appraisals/goal-card>` section of
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this document.
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The information requested is all the same information that appears on the goal card in the Kanban
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view, with the addition of a {guilabel}`Tags` field and a {guilabel}`Description` tab.
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:::{tip}
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The *Appraisals* application does **not** have any pre-configured tags, so all tags need to be
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added. To add a tag, enter the name of the tag on the line, then click {guilabel}`Create
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"(tag)"`. Repeat this for all tags that need to be added.
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:::
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The current user populates the {guilabel}`Employee` field, by default, and the {guilabel}`Manager`
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field populates with the manager set on the employee profile.
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Make any necessary changes to the form, and add any notes that might be useful to clarify the goal
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in the {guilabel}`Description` tab.
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```{image} goals/new-goal.png
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:align: center
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:alt: A goal form filled out for a Python skill, set to 50% proficiency.
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```
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## Completed goals
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When a goal has been met, it is important to update the record. A goal can be marked as `Done` in
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one of two ways: from the main {guilabel}`Goals` dashboard, or from the individual goal card.
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To mark a goal as `Done` from the main {guilabel}`Goals` dashboard, click on the
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{icon}`fa-ellipsis-v` {guilabel}`(vertical ellipsis)` icon in the top-right of a goal card.
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:::{note}
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The {icon}`fa-ellipsis-v` {guilabel}`(vertical ellipsis)` icon **only** appears when the mouse
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hovers over the top-right corner of a goal card.
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:::
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Then, click {guilabel}`Mark as Done` from the resulting drop-down menu. A green {guilabel}`Done`
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banner appears in the top-right corner of the goal card.
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To mark a goal as `Done` from the goal card itself, click on a goal card to open that goal's form.
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Then, click the {guilabel}`Mark as Done` button in the top-left of the form. When clicked, a green
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{guilabel}`Done` banner appears in the top-right corner of the goal form.
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