[IMP] Appraisals: Skills Report - highest improvement
closes odoo/documentation#11112 Signed-off-by: Lara Martini (larm) <larm@odoo.com>
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@ -98,6 +98,67 @@ appear. In this example, only :guilabel:`Marc Demo` meets these criteria.
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:align: center
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:alt: The employees with expert Javascript skills.
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Use case: Assess highest improvement
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====================================
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Another way to modify the :guilabel:`Appraisal Skills Report` is to identify the employee who has
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the highest amount of improved skills over a specific period of time.
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To view this information, first remove the default filter in the search bar. Next, click the
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:icon:`fa-caret-down` :guilabel:`(down arrow)` icon in the search bar, then click
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:guilabel:`Improvement` beneath the :icon:`fa-filter` :guilabel:`Filters` column. Enabling this
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filter only presents skills that have improved.
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It is possible to view the skills that have improved over a period of time, such as a specific
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quarter, or month. With the search bar drop-down menu still expanded, click :guilabel:`Add Custom
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Filter` at the bottom of the :icon:`fa-filter` :guilabel:`Filters` column, and an :guilabel:`Add
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Custom Filter` pop-up window appears.
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Select :guilabel:`Create Date` for the first drop-down field, then select :guilabel:`is between` for
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the second drop-down field. Once :guilabel:`is between` is selected, a second field appears after
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the last field. Using the calendar selector, select the date range to apply the filter to. Once all
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the fields are properly formatted, click :guilabel:`Add`.
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The custom filter presents only the skills that have improved during the specified time period,
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organized by employee.
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.. example::
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To determine the employee with the most amount of improved skills for the third quarter, remove
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the default filter in the search bar of the :guilabel:`Appraisal Skills Report`. Next, activate
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the :guilabel:`Improvement` filter, then click :guilabel:`Add Custom Filter` at the bottom of the
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:icon:`fa-filter` :guilabel:`Filters` column.
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In the resulting :guilabel:`Add Custom Filter` pop-up window, select :guilabel:`Create Date` for
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the first drop-down field, then select :guilabel:`is between` for the second drop-down field. Two
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date fields appear after :guilabel:`is between` is selected.
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Using the calendar selector, set the first date to :guilabel:`07/01/2024` and the second date to
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:guilabel:`09/30/2024`, then click :guilabel:`Add`.
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These filters present only the skills that have improved during the third quarter (between July
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1st and September 30th, 2024), organized by employee.
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.. image:: skills_evolution/custom-filter.png
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:alt: The Custom Filter pop-up with the parameters set.
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To view the number of employees and skills in further detail, click the :icon:`oi-view-pivot`
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:guilabel:`(Pivot)` icon in the top-right corner to view the data in a pivot table. This presents a
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pivot table with the employees populating the rows, and the only visible column represents the total
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number of improved skills.
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To expand more rows or columns to view which skill types had the most overall improvement, click
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:icon:`fa-plus-square` :guilabel:`Total` above the :guilabel:`Count` column, then click
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:guilabel:`Skill Type` from the resulting drop-down menu. This organizes the total improved skills
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by their respective skill type.
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.. example::
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In this example, it is determined that :guilabel:`Charles Reginald` had the largest improvement
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in the third quarter, with six improved skills. Additionally, they also had the most skill
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improvements for both :guilabel:`Languages` (three) and :guilabel:`Programming Languages` (two).
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.. image:: skills_evolution/largest-improvement.png
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:alt: The pivot table showing the skill improvements for the third quarter.
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.. seealso::
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- :doc:`Odoo essentials reporting <../../essentials/reporting>`
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- :doc:`../../essentials/search`
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