diff --git a/content/applications/hr/appraisals.rst b/content/applications/hr/appraisals.rst index 57b520e29..57c8691d7 100644 --- a/content/applications/hr/appraisals.rst +++ b/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 -` 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 ` 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 diff --git a/content/applications/hr/appraisals/goals.rst b/content/applications/hr/appraisals/goals.rst new file mode 100644 index 000000000..992f31925 --- /dev/null +++ b/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 ` 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. diff --git a/content/applications/hr/appraisals/goals.png b/content/applications/hr/appraisals/goals/goals.png similarity index 100% rename from content/applications/hr/appraisals/goals.png rename to content/applications/hr/appraisals/goals/goals.png diff --git a/content/applications/hr/appraisals/new-goal.png b/content/applications/hr/appraisals/goals/new-goal.png similarity index 100% rename from content/applications/hr/appraisals/new-goal.png rename to content/applications/hr/appraisals/goals/new-goal.png