diff --git a/content/applications/hr/appraisals/skills_evolution.rst b/content/applications/hr/appraisals/skills_evolution.rst index 8ee9eaf57..b3fce1a16 100644 --- a/content/applications/hr/appraisals/skills_evolution.rst +++ b/content/applications/hr/appraisals/skills_evolution.rst @@ -98,6 +98,67 @@ appear. In this example, only :guilabel:`Marc Demo` meets these criteria. :align: center :alt: The employees with expert Javascript skills. +Use case: Assess highest improvement +==================================== + +Another way to modify the :guilabel:`Appraisal Skills Report` is to identify the employee who has +the highest amount of improved skills over a specific period of time. + +To view this information, first remove the default filter in the search bar. Next, click the +:icon:`fa-caret-down` :guilabel:`(down arrow)` icon in the search bar, then click +:guilabel:`Improvement` beneath the :icon:`fa-filter` :guilabel:`Filters` column. Enabling this +filter only presents skills that have improved. + +It is possible to view the skills that have improved over a period of time, such as a specific +quarter, or month. With the search bar drop-down menu still expanded, click :guilabel:`Add Custom +Filter` at the bottom of the :icon:`fa-filter` :guilabel:`Filters` column, and an :guilabel:`Add +Custom Filter` pop-up window appears. + +Select :guilabel:`Create Date` for the first drop-down field, then select :guilabel:`is between` for +the second drop-down field. Once :guilabel:`is between` is selected, a second field appears after +the last field. Using the calendar selector, select the date range to apply the filter to. Once all +the fields are properly formatted, click :guilabel:`Add`. + +The custom filter presents only the skills that have improved during the specified time period, +organized by employee. + +.. example:: + To determine the employee with the most amount of improved skills for the third quarter, remove + the default filter in the search bar of the :guilabel:`Appraisal Skills Report`. Next, activate + the :guilabel:`Improvement` filter, then click :guilabel:`Add Custom Filter` at the bottom of the + :icon:`fa-filter` :guilabel:`Filters` column. + + In the resulting :guilabel:`Add Custom Filter` pop-up window, select :guilabel:`Create Date` for + the first drop-down field, then select :guilabel:`is between` for the second drop-down field. Two + date fields appear after :guilabel:`is between` is selected. + + Using the calendar selector, set the first date to :guilabel:`07/01/2024` and the second date to + :guilabel:`09/30/2024`, then click :guilabel:`Add`. + + These filters present only the skills that have improved during the third quarter (between July + 1st and September 30th, 2024), organized by employee. + + .. image:: skills_evolution/custom-filter.png + :alt: The Custom Filter pop-up with the parameters set. + +To view the number of employees and skills in further detail, click the :icon:`oi-view-pivot` +:guilabel:`(Pivot)` icon in the top-right corner to view the data in a pivot table. This presents a +pivot table with the employees populating the rows, and the only visible column represents the total +number of improved skills. + +To expand more rows or columns to view which skill types had the most overall improvement, click +:icon:`fa-plus-square` :guilabel:`Total` above the :guilabel:`Count` column, then click +:guilabel:`Skill Type` from the resulting drop-down menu. This organizes the total improved skills +by their respective skill type. + +.. example:: + In this example, it is determined that :guilabel:`Charles Reginald` had the largest improvement + in the third quarter, with six improved skills. Additionally, they also had the most skill + improvements for both :guilabel:`Languages` (three) and :guilabel:`Programming Languages` (two). + + .. image:: skills_evolution/largest-improvement.png + :alt: The pivot table showing the skill improvements for the third quarter. + .. seealso:: - :doc:`Odoo essentials reporting <../../essentials/reporting>` - :doc:`../../essentials/search` diff --git a/content/applications/hr/appraisals/skills_evolution/custom-filter.png b/content/applications/hr/appraisals/skills_evolution/custom-filter.png new file mode 100644 index 000000000..0bc9069db Binary files /dev/null and b/content/applications/hr/appraisals/skills_evolution/custom-filter.png differ diff --git a/content/applications/hr/appraisals/skills_evolution/largest-improvement.png b/content/applications/hr/appraisals/skills_evolution/largest-improvement.png new file mode 100644 index 000000000..fa635fcfa Binary files /dev/null and b/content/applications/hr/appraisals/skills_evolution/largest-improvement.png differ