[ADD] Appraisals: Moving goals to new doc

closes odoo/documentation#9446

X-original-commit: 9fb69e4eaf
Signed-off-by: Lara Martini (larm) <larm@odoo.com>

content/applications/hr/appraisals.rst

@@ -1,3 +1,5 @@
+:show-content:
+
 ==========
 Appraisals
 ==========
@@ -168,29 +170,6 @@ document.
 .. note::
    In previous versions of Odoo, this section was referred to as :guilabel:`Surveys`.
 
-Tags
-----
-
-An additional feature of the *Appraisals* application is the ability to set :ref:`goals
-<appraisals/goals>` for employees. On each goal form, there is a field to add tags. The available
-tags are pulled from a list that is configured from the settings.
-
-To view a list of all existing goal tags, and to create new tags, go to the :guilabel:`Goal Tags`
-page, by navigating to :menuselection:`Appraisals application --> Configuration --> Tags`.
-
-All currently configured tags are presented in a list view.
-
-The *Appraisals* application does **not** have any pre-configured tags, so all tags need to be added
-from this list, or directly from the goal form.
-
-To create a new tag from the :guilabel:`Goal Tags` page, click the :guilabel:`New` button, and a
-blank line appears.
-
-Enter the name of the tag on the line. Then, press the enter key to save the tag, and create a new
-blank line. Repeat this for all tags that need to be added.
-
-The list of tags is automatically arranged in alphabetical order.
-
 Appraisals
 ==========
 
@@ -455,79 +434,7 @@ Next, click on the :guilabel:`Meeting` smart button, and the calendar loads. Fol
 directions above to create the meeting.
 
 .. note::
-   If no meetings are scheduled, the :guilabel:`Meeting` smart button says :guilabel:`No Meeting`.
-
-.. _appraisals/goals:
-
-Goals
-=====
-
-The ability to set goals for employees to work toward is an important feature of Odoo *Appraisals*.
-Goals are typically set during an appraisal, so the employee knows what they need to work toward
-before their next appraisal.
-
-To view all goals, navigate to :menuselection:`Appraisals application --> Goals`. This presents all
-the goals for every employee, in a default Kanban view.
-
-Each goal card contains the following information:
-
-- :guilabel:`Skill`: the name of the goal.
-- :guilabel:`Name`: the employee the goal is assigned to.
-- :guilabel:`Deadline`: the due date for the goal.
-- :guilabel:`Progress`: the percentage of competency set for the goal.
-- :guilabel:`Employee`: the profile icon of the employee the goal is assigned to.
-
-If a goal is completed, a :guilabel:`Done` banner appears in the top-right corner of the goal card.
-
-.. image:: appraisals/goals.png
-   :align: center
-   :alt: The goals Kanban view, with nine goal cards.
-
-.. note::
-   Every individual goal requires its own entry for each employee. If employees have the same goal,
-   a goal card for each employee appears on the list. For example, if both Bob and Sara have the
-   same goal of `Typing`, two cards appear in the Kanban view: one `Typing` goal for Bob, and
-   another `Typing` goal for Sara.
-
-New goal
---------
-
-To create a new goal, navigate to :menuselection:`Appraisals application --> Goals`, and click
-:guilabel:`New` to open a blank goal form.
-
-Enter the information on the card. The information requested is all the same information that
-appears on the :ref:`goal card <appraisals/goals>` in the Kanban view, with the addition of a
-:guilabel:`Tags` field and a :guilabel:`Description` tab.
-
-The current user populates the :guilabel:`Employee` field by default, and the :guilabel:`Manager`
-field populates with the manager set on the employee profile.
-
-Make any necessary changes to the form, and add any notes that might be useful to clarify the goal
-in the :guilabel:`Description` tab.
-
-.. image:: appraisals/new-goal.png
-   :align: center
-   :alt: A goal form filled out for a Python skill, set to 50% proficiency.
-
-Completed goals
----------------
-
-When a goal has been met, it is important to update the record. A goal can be marked as `Done` in
-one of two ways: from the main :guilabel:`Goals` dashboard, or from the individual goal card.
-
-To mark a goal as `Done` from the main :guilabel:`Goals` dashboard, click on the :guilabel:`⋮ (three
-dots)` icon in the top-right of a goal card.
-
-.. important::
-   The :guilabel:`⋮ (three dots)` icon **only** appears when the mouse hovers over the corner of a
-   goal card.
-
-Then, click :guilabel:`Mark as Done` from the resulting drop-down menu. A green :guilabel:`Done`
-banner appears in the top-right corner of the goal card.
-
-To mark a goal as `Done` from the goal card itself, click on a goal card to open that goal's form.
-Then, click the :guilabel:`Mark as Done` button in the top-left of the form. When clicked, a green
-:guilabel:`Done` banner appears in the top-right corner of the goal form.
+   If no meetings are scheduled, the :guilabel:`Meeting` smart button reads :guilabel:`No Meeting`.
 
 Reporting
 =========
@@ -589,3 +496,11 @@ Each skill has the following information listed:
 .. image:: appraisals/skills-report.png
    :align: center
    :alt: A report showing all the skills grouped by employee.
+
+.. seealso::
+   :doc:`appraisals/goals`
+
+.. toctree::
+   :titlesonly:
+
+   appraisals/goals

content/applications/hr/appraisals/goals.rst

@@ -0,0 +1,85 @@
+=====
+Goals
+=====
+
+The Odoo *Appraisals* application allows managers to set goals for their employees. That way,
+employees know what to work toward before their next review.
+
+To view all goals, navigate to :menuselection:`Appraisals app --> Goals`. This presents all the
+goals for every employee, in a default Kanban view.
+
+.. _appraisals/goal-card:
+
+Each goal card contains the following information:
+
+- :guilabel:`Goal`: the name of the goal.
+- :guilabel:`Employee`: the employee the goal is assigned to.
+- :icon:`fa-clock-o` :guilabel:`(clock)` icon: displays the corresponding :doc:`activity icon
+  <../../essentials/activities>` for the record. If no activities are scheduled, the default icon is
+  the :icon:`fa-clock-o` :guilabel:`(clock)`. If any activities have been scheduled, the icon
+  represents the activity scheduled soonest.
+- :guilabel:`Deadline`: the due date for the goal.
+- :guilabel:`Progress`: the percentage of competency set for the goal. The options are
+  :guilabel:`0%`, :guilabel:`25%`, :guilabel:`50%`, :guilabel:`75%`, or :guilabel:`100%`.
+- :guilabel:`Employee Icon`: the profile icon of the employee the goal is assigned to.
+
+If a goal is completed, a :guilabel:`Done` banner appears in the top-right corner of the goal card.
+
+.. image:: goals/goals.png
+   :align: center
+   :alt: The goals Kanban view, with nine goal cards.
+
+.. note::
+   Every individual goal requires its own record for each employee. If multiple employees have the
+   same goal, a goal card for each employee appears on the list.
+
+   For example, if Bob and Sara have the same goal of `Typing`, two cards appear in the Kanban view:
+   one `Typing` goal for Bob, and another `Typing` goal for Sara.
+
+New goal
+========
+
+To create a new goal, navigate to :menuselection:`Appraisals app --> Goals`, and click
+:guilabel:`New` top-left corner to open a blank goal form.
+
+Input the :guilabel:`Goal`, :guilabel:`Employee`, :guilabel:`Progress`, and :guilabel:`Deadline`,
+information on the goal card, as discussed in the :ref:`goal card <appraisals/goal-card>` section of
+this document.
+
+The information requested is all the same information that appears on the goal card in the Kanban
+view, with the addition of a :guilabel:`Tags` field and a :guilabel:`Description` tab.
+
+.. tip::
+   The *Appraisals* application does **not** have any pre-configured tags, so all tags need to be
+   added. To add a tag, enter the name of the tag on the line, then click :guilabel:`Create
+   "(tag)"`. Repeat this for all tags that need to be added.
+
+The current user populates the :guilabel:`Employee` field, by default, and the :guilabel:`Manager`
+field populates with the manager set on the employee profile.
+
+Make any necessary changes to the form, and add any notes that might be useful to clarify the goal
+in the :guilabel:`Description` tab.
+
+.. image:: goals/new-goal.png
+   :align: center
+   :alt: A goal form filled out for a Python skill, set to 50% proficiency.
+
+Completed goals
+===============
+
+When a goal has been met, it is important to update the record. A goal can be marked as `Done` in
+one of two ways: from the main :guilabel:`Goals` dashboard, or from the individual goal card.
+
+To mark a goal as `Done` from the main :guilabel:`Goals` dashboard, click on the
+:icon:`fa-ellipsis-v` :guilabel:`(vertical ellipsis)` icon in the top-right of a goal card.
+
+.. note::
+   The :icon:`fa-ellipsis-v` :guilabel:`(vertical ellipsis)` icon **only** appears when the mouse
+   hovers over the top-right corner of a goal card.
+
+Then, click :guilabel:`Mark as Done` from the resulting drop-down menu. A green :guilabel:`Done`
+banner appears in the top-right corner of the goal card.
+
+To mark a goal as `Done` from the goal card itself, click on a goal card to open that goal's form.
+Then, click the :guilabel:`Mark as Done` button in the top-left of the form. When clicked, a green
+:guilabel:`Done` banner appears in the top-right corner of the goal form.