diff --git a/content/applications/hr/appraisals.rst b/content/applications/hr/appraisals.rst index 57c8691d7..4dcaf297d 100644 --- a/content/applications/hr/appraisals.rst +++ b/content/applications/hr/appraisals.rst @@ -436,71 +436,12 @@ directions above to create the meeting. .. note:: If no meetings are scheduled, the :guilabel:`Meeting` smart button reads :guilabel:`No Meeting`. -Reporting -========= - -The *Appraisals* application tracks two metrics across two different reports: an :ref:`appraisal -analysis `, and a :ref:`skills evolution `. - -.. _appraisals/analysis: - -Appraisal analysis ------------------- - -To access the *Appraisal Analysis* report, navigate to :menuselection:`Appraisals application --> -Reporting --> Appraisal Analysis`. This displays a report of all the appraisals in the database, -highlighted in different colors to represent their status. - -Appraisals in yellow are completed, appraisals in orange are in-progress (the appraisal is -confirmed, but not completed), and appraisals in gray are scheduled (according to the -:ref:`appraisals/appraisal-plan`), but have not been confirmed yet. - -The report displays the whole current year, by default, grouped by department. - -To change the calendar view presented, change the date settings in the top-left of the report. The -options to display are :guilabel:`Day`, :guilabel:`Week`, :guilabel:`Month`, and :guilabel:`Year`. -Use the arrows to move forward or backward in time. - -At any point, click the :guilabel:`Today` button to present the calendar to include today's date in -the view. - -The report can have other filters and groupings set in the :guilabel:`Search...` bar at the top. - -.. image:: appraisals/analysis.png - :align: center - :alt: A report showing all the appraisals for the Appraisal Analysis report. - -.. _appraisals/skills-report: - -Skills evolution ----------------- - -To access the *Skills Evolution* report, navigate to :menuselection:`Appraisals application --> -Reporting --> Skills Evolution`. This displays a report of all skills, grouped by employee. - -All the lines of the report are collapsed, by default. To view the details of a line, click on a -line to expand the data. - -Each skill has the following information listed: - -- :guilabel:`Employee`: 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. - -.. image:: appraisals/skills-report.png - :align: center - :alt: A report showing all the skills grouped by employee. - .. seealso:: - :doc:`appraisals/goals` + - :doc:`appraisals/goals` + - :doc:`appraisals/reporting` .. toctree:: :titlesonly: appraisals/goals + appraisals/reporting diff --git a/content/applications/hr/appraisals/reporting.rst b/content/applications/hr/appraisals/reporting.rst new file mode 100644 index 000000000..7da56107b --- /dev/null +++ b/content/applications/hr/appraisals/reporting.rst @@ -0,0 +1,130 @@ +========= +Reporting +========= + +In Odoo's *Appraisals* app, two metrics are tracked as appraisals are completed: an :ref:`appraisal +analysis `, and a :ref:`skills evolution `. + +.. _appraisals/analysis-report: + +Appraisal analysis +------------------ + +To access the *Appraisal Analysis* report, navigate to :menuselection:`Appraisals app --> Reporting +--> Appraisal Analysis`. + +On the :guilabel:`Appraisal Analysis` page, there is a report of all the appraisals in the database, +highlighted in different colors to represent their status. + +Appraisals in yellow are *Done*, appraisals in orange are in progress (the *Appraisal Sent*, but not +completed), appraisals in red have been *Cancelled*, and appraisals in gray are scheduled *To Start* +(according to the :ref:`appraisals/appraisal-plan`), but have not been confirmed yet. + +The report displays the current year, in a default Gantt view, and is grouped by department. + +To change the period of time that is presented by default, adjust the date settings in the top-left +of the report. The options to display are :guilabel:`Day`, :guilabel:`Week`, :guilabel:`Month`, and +:guilabel:`Year`. Use the arrows to move forward or backward in time. + +At any point, click the :guilabel:`Today` button to have the Gantt view include today's date in the +view. + +The report can have other :ref:`filters ` and :ref:`groupings ` set in +the :guilabel:`Search...` bar at the top. + +.. image:: reporting/analysis.png + :align: center + :alt: A report showing all the appraisals for the Appraisal Analysis report. + +.. example:: + Appraisals that have been cancelled appear in red on the :guilabel:`Appraisal Analysis` report, + but there is no preconfigured filter to show only cancelled appraisals. + + To view only cancelled appraisals, click the :icon:`fa-caret-down` :guilabel:`(caret down)` icon + in the :guilabel:`Search...` bar. + + Next, click :guilabel:`Add Custom Filter` in the :guilabel:`Filters` section, and a + :guilabel:`Add Custom Filter` pop up window loads. + + Using the drop-down menu, select :guilabel:`Status` for the first drop-down, then select + :guilabel:`Cancelled` for the third drop-down field. Click the :guilabel:`Add` button, and only + appraisals that have been cancelled appear. + + .. image:: reporting/custom-filter.png + :align: center + :alt: The Custom Filter pop-up with the parameters set to only show cancelled appraisals. + +.. _appraisals/skills-report: + +Skills evolution +---------------- + +To access the *Skills Evolution* report, navigate to :menuselection:`Appraisals app --> Reporting +--> Skills Evolution`. The :guilabel:`Appraisal Skills Report` page displays a report of all skills, +grouped by employee. + +Skill levels are **only** updated after an appraisal is marked as done. Any skill level changes from +any ongoing appraisals that have **not** been finalized are **not** included in this report. + +All the lines of the report are collapsed, by default. To view the details of a line, click anywhere +on a line to expand the data. + +Each skill has the following information listed: + +- :guilabel:`Employee`: 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*, and skills that have regressed appear in red as +*Regression*. + +.. image:: reporting/skills-report.png + :align: center + :alt: A report showing all the skills grouped by employee. + +The report can have other :ref:`filters ` and :ref:`groupings ` set in +the :guilabel:`Search...` bar at the top. + +.. example:: + 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. + + To view only employees with an :guilabel:`Expert` level of the :guilabel:`Javascript` skill, + first remove any active filters in the :guilabel:`Search...` bar. + + Next, click the :icon:`fa-caret-down` :guilabel:`(caret down)` icon in the :guilabel:`Search...` + bar, then click :guilabel:`Add Custom Filter` in the :guilabel:`Filters` section to load an + :guilabel:`Add Custom Filter` pop up window. + + Using the drop-down menu, select :guilabel:`Skill` for the first drop-down, then select + :guilabel:`Javascript` for the third drop-down field. + + Next, click the :guilabel:`New Rule` button, and another line appears. In this second line, + select :guilabel:`Current Skill Level` for the first drop-down, 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:`(caret down)` icon after the word :guilabel:`any`, and + select :guilabel:`all`. + + Finally, click the :guilabel:`Add` button, and only employees that have an :guilabel:`Expert` + level for the skill :guilabel:`Javascript` appear. + + .. image:: reporting/javascript.png + :align: center + :alt: The Custom Filter pop-up with the parameters set to only show employees with expert + level for the skill javascript. + +.. seealso:: + - :doc:`Odoo essentials reporting <../../essentials/reporting>` + - :doc:`../../essentials/search` diff --git a/content/applications/hr/appraisals/analysis.png b/content/applications/hr/appraisals/reporting/analysis.png similarity index 100% rename from content/applications/hr/appraisals/analysis.png rename to content/applications/hr/appraisals/reporting/analysis.png diff --git a/content/applications/hr/appraisals/reporting/custom-filter.png b/content/applications/hr/appraisals/reporting/custom-filter.png new file mode 100644 index 000000000..54b2a8b91 Binary files /dev/null and b/content/applications/hr/appraisals/reporting/custom-filter.png differ diff --git a/content/applications/hr/appraisals/reporting/filter-appraisals.png b/content/applications/hr/appraisals/reporting/filter-appraisals.png new file mode 100644 index 000000000..137274b24 Binary files /dev/null and b/content/applications/hr/appraisals/reporting/filter-appraisals.png differ diff --git a/content/applications/hr/appraisals/reporting/filter.png b/content/applications/hr/appraisals/reporting/filter.png new file mode 100644 index 000000000..9f025f9a0 Binary files /dev/null and b/content/applications/hr/appraisals/reporting/filter.png differ diff --git a/content/applications/hr/appraisals/reporting/javascript.png b/content/applications/hr/appraisals/reporting/javascript.png new file mode 100644 index 000000000..048fd3284 Binary files /dev/null and b/content/applications/hr/appraisals/reporting/javascript.png differ diff --git a/content/applications/hr/appraisals/reporting/skills-report.png b/content/applications/hr/appraisals/reporting/skills-report.png new file mode 100644 index 000000000..f54375614 Binary files /dev/null and b/content/applications/hr/appraisals/reporting/skills-report.png differ diff --git a/content/applications/hr/appraisals/skills-report.png b/content/applications/hr/appraisals/skills-report.png deleted file mode 100644 index eee420328..000000000 Binary files a/content/applications/hr/appraisals/skills-report.png and /dev/null differ