[ADD] Appraisals: Skills Evolution reporting

closes odoo/documentation#11100

X-original-commit: 1e39d90420
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Lara Martini (larm) <larm@odoo.com>

content/applications/hr/appraisals.rst

@@ -174,6 +174,7 @@ document.
    - :doc:`appraisals/new_appraisals`
    - :doc:`appraisals/goals`
    - :doc:`appraisals/appraisal_analysis`
+   - :doc:`appraisals/skills_evolution`
 
 .. toctree::
    :titlesonly:
@@ -181,3 +182,4 @@ document.
    appraisals/new_appraisals
    appraisals/goals
    appraisals/appraisal_analysis
+   appraisals/skills_evolution

content/applications/hr/appraisals/new_appraisals.rst

@@ -24,13 +24,12 @@ Each appraisal card displays the following information:
 
 - **Name**: the employee's name.
 - **Department**: the department the employee is associated with.
-- **Company**: the company the employee works for. This only appears in a multi-company
-  database.
+- **Company**: the company the employee works for. This only appears in a multi-company database.
 - **Date**: the date the appraisal was requested, or is scheduled for in the future.
 - **Activities**: any :doc:`activities <../../essentials/activities>` that are scheduled for the
   appraisal, such as *Meetings* or *Phone Calls*.
-- **Manager**: the employee's manager, indicated by the profile icon in the bottom-right
-  corner of an appraisal card.
+- **Manager**: the employee's manager, indicated by the profile icon in the bottom-right corner of
+  an appraisal card.
 - **Status banner**: the status of the appraisal. A banner appears if an appraisal is marked as
   either *Canceled* or *Done*. If no banner is present, that means the appraisal has not happened,
   or has not been scheduled yet.
@@ -274,8 +273,9 @@ Once the appraisal is marked as *Done*, the :guilabel:`Mark as Done` button disa
    button.
 
    Then, click the :guilabel:`Confirm` button that appears, and make any modifications needed. Once
-   all modifications are complete, click the the :guilabel:`Mark as Done` button again.
+   all modifications are complete, click the :guilabel:`Mark as Done` button again.
 
 .. seealso::
    - :doc:`../appraisals/goals`
    - :doc:`../appraisals/appraisal_analysis`
+   - :doc:`../appraisals/skills_evolution`

content/applications/hr/appraisals/skills_evolution.rst

@@ -0,0 +1,103 @@
+================
+Skills evolution
+================
+
+In Odoo's **Appraisals** app, it is possible to view employee's skills as they progress over time in
+the :ref:`Skills Evolution <appraisals/identify-skills-evolution>` report, also known as the
+*Appraisal Skills Report*.
+
+Managers can use this to see who is achieving their various skill goals set on their appraisals, who
+is meeting their skill deadlines, who has the highest performance in terms of skill development, and
+more.
+
+The *Skills Evolution* report also provides the ability to :ref:`search for employees with specific
+skills <appraisals/identify-skills>` at certain levels, which can be helpful for scenarios where
+specific skills are required.
+
+.. _appraisals/identify-skills-evolution:
+
+Skills evolution report
+=======================
+
+To access this *Skills Evolution* report, navigate to :menuselection:`Appraisals app --> Reporting
+--> Skills Evolution`.
+
+Doing so reveals the :guilabel:`Appraisal Skills Report` page, which displays a report of all
+skills, grouped by employee, in alphabetical order, by default.
+
+.. note::
+   Skill levels are **only** updated after an appraisal is marked as done. Any skill level changes
+   from ongoing appraisals that have **not** been finalized are **not** included in this report.
+
+All the :guilabel:`Employee` lines are expanded, with all the various skill types nested below. Each
+individual skill type is collapsed, by default. To view the individual skills contained within a
+skill type, click anywhere on the skill type line to expand the data.
+
+Each skill has the following information listed:
+
+- :guilabel:`Employee`: the name of the employee.
+- :guilabel:`Skill Type`: the category the skill falls under.
+- :guilabel:`Skill`: the specific, individual skill.
+- :guilabel:`Previous Skill Level`: the level the employee had previously achieved for the skill.
+- :guilabel:`Previous Skill Progress`: the previous percentage of competency achieved for the skill
+  (based on the :guilabel:`Skill Level`).
+- :guilabel:`Current Skill Level`: the current level the employee has achieved for the skill.
+- :guilabel:`Current Skill Progress`: the current percentage of competency achieved for the skill.
+- :guilabel:`Justification`: any notes entered on the skill, explaining the progress.
+
+The color of the skill text indicates any changes from the previous appraisal. Skill levels that
+have increased since the last appraisal appear in green, as an *Improvement*. Skill levels that have
+**not** changed appear in black, as *No Change*. Skills that have regressed appear in red, as
+*Regression*.
+
+This report can be modified to find specific information by adjusting the :ref:`filters
+<search/filters>` and :ref:`groupings <search/group>` set in the search bar at the top.
+
+.. image:: skills_evolution/skills-report.png
+   :align: center
+   :alt: A report showing all the skills grouped by employee.
+
+.. _appraisals/identify-skills:
+
+Use case: Identify employees with specific skills
+=================================================
+
+Since the :guilabel:`Appraisal Skills Report` organizes all skills by employee, it can be difficult
+to find employees with a specific skill at a specific level. To find these employees, a custom
+filter must be used.
+
+In this example, the report is modified to show employees with an expert level of Javascript
+knowledge. To view only those employees, first remove all active filters in the search bar.
+
+Next, click the :icon:`fa-caret-down` :guilabel:`(down arrow)` icon in the search bar, then click
+:guilabel:`Add Custom Filter` beneath the :icon:`fa-filters` :guilabel:`Filters` column to load an
+:guilabel:`Add Custom Filter` pop-up window.
+
+Using the drop-down menu in the first field, select :guilabel:`Skill`. Then, keep the second field
+as-is, and select :guilabel:`Javascript` from the third drop-down menu in the third field.
+
+Next, click :guilabel:`New Rule`, and another line appears. In this second line, select
+:guilabel:`Current Skill Level` for the first drop-down field, leave the second field as-is, then
+select :guilabel:`Expert` for the third drop-down field.
+
+After the :guilabel:`New Rule` button is clicked, the word :guilabel:`"any"` in the sentence
+:guilabel:`Match any of the following rules:`, changes from plain text into a drop-down menu. Click
+the :icon:`fa-caret-down` :guilabel:`(down arrow)` icon after the word :guilabel:`any`, and select
+:guilabel:`all`.
+
+Finally, click the :guilabel:`Add` button.
+
+.. image:: skills_evolution/javascript.png
+   :align: center
+   :alt: The Custom Filter pop-up with the parameters set.
+
+Now, only employees that have an :guilabel:`Expert` level for the skill :guilabel:`Javascript`
+appear. In this example, only :guilabel:`Marc Demo` meets these criteria.
+
+.. image:: skills_evolution/results.png
+   :align: center
+   :alt: The employees with expert Javascript skills.
+
+.. seealso::
+   - :doc:`Odoo essentials reporting <../../essentials/reporting>`
+   - :doc:`../../essentials/search`