diff --git a/content/applications/hr/appraisals.rst b/content/applications/hr/appraisals.rst index c5cf36317..b915e3bda 100644 --- a/content/applications/hr/appraisals.rst +++ b/content/applications/hr/appraisals.rst @@ -173,11 +173,11 @@ document. .. seealso:: - :doc:`appraisals/new_appraisals` - :doc:`appraisals/goals` - - :doc:`appraisals/reporting` + - :doc:`appraisals/appraisal_analysis` .. toctree:: :titlesonly: appraisals/new_appraisals appraisals/goals - appraisals/reporting + appraisals/appraisal_analysis diff --git a/content/applications/hr/appraisals/appraisal_analysis.rst b/content/applications/hr/appraisals/appraisal_analysis.rst new file mode 100644 index 000000000..b2736fbc4 --- /dev/null +++ b/content/applications/hr/appraisals/appraisal_analysis.rst @@ -0,0 +1,115 @@ +================== +Appraisal analysis +================== + +The **Appraisals** app has the ability to report on all the appraisals in the system, including +past, present, and future appraisals, and their respective statuses. This report helps managers +track scheduled appraisals, and identify any overdue or unconfirmed ones. + +To access the *Appraisal Analysis* report, navigate to :menuselection:`Appraisals app --> Reporting +--> Appraisal Analysis`. + +On the :guilabel:`Appraisal Analysis` page, a report loads, displaying all the appraisals in the +database. Each entry is highlighted in a different color to represent their status: + ++-----------+----------------------------+------------------------------------------------+ +| Color | Status | Meaning | ++===========+============================+================================================+ +| Yellow |:guilabel:`Done` | The appraisal was completed. | ++-----------+----------------------------+------------------------------------------------+ +| Orange |:guilabel:`Appraisal Sent` |The appraisal was confirmed, but not completed. | ++-----------+----------------------------+------------------------------------------------+ +| Red |:guilabel:`Cancelled` |The appraisal was cancelled. | ++-----------+----------------------------+------------------------------------------------+ +| Gray |:guilabel:`To Start` | The appraisal was scheduled, but not confirmed.| ++-----------+----------------------------+------------------------------------------------+ + +.. note:: + Appraisals are scheduled automatically (appear in gray), according to their respective + :ref:`appraisals/appraisal-plan`. + +The report displays the current year, in a default Gantt view, grouped by department, with the +current month highlighted. + +To change the period of time that is presented, adjust the date settings in the top-left corner of +the report by clicking the default :guilabel:`Year` to reveal a drop-down menu of options. The +options to display are :guilabel:`Day`, :guilabel:`Week`, :guilabel:`Month`, and :guilabel:`Year`. +Use the adjacent 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. + +To view the details of any appraisal, click on any appraisal. A pop-over window appears, displaying +the due date for the appraisal. To view more details, click the :guilabel:`View` button, and further +details appear in a pop-up window. + +The report can have other :ref:`filters ` and :ref:`groupings ` set in +the search bar at the top. + +.. image:: appraisal_analysis/analysis.png + :align: center + :alt: A report showing all the appraisals for the Appraisal Analysis report. + +.. _appraisals/group-status: + +Group by status +=============== + +When a company has a large number of employees, the default :guilabel:`Appraisal Analysis` report +may display too much information to view easily. In this scenario, viewing the data by status can be +beneficial. + +First, remove the default :icon:`oi-group` :guilabel:`Department` grouping from the search bar. +Next, click the :icon:`fa-caret-down` :guilabel:`(down arrow)` icon in the far-right of the search +bar. Click :guilabel:`Status` in the :icon:`oi-group` :guilabel:`Group By` column. Click away from +the drop-down menu to close it. + +All the appraisals are now organized by status, in the following order: :guilabel:`Cancelled`, +:guilabel:`Done`, :guilabel:`To Start`, and :guilabel:`Appraisal Sent`. + +This view makes it easy to see which appraisals need to be completed, and when, as well as which +appraisals still need to be confirmed. + +.. image:: appraisal_analysis/by-status.png + :align: center + :alt: A report showing all the appraisals, grouped by status. + +Use case: view only the user's appraisals +========================================= + +When viewing the :guilabel:`Appraisal Analysis` report, it can save time to only view the appraisals +the signed-in user is responsible for, and hide the rest. + +To only view this data, click the :icon:`fa-caret-down` :guilabel:`(down arrow)` icon in the +far-right of the search bar, revealing a drop-down menu. + +.. note:: + It is not necessary to remove the default :icon:`oi-group` :guilabel:`Department` grouping. If it + remains active, the results are grouped by department. If it is removed, the results appear in a + list, alphabetically. + +Click :guilabel:`Add Custom Filter` at the bottom of the :icon:`fa-filter` :guilabel:`Filters` +column, and a :guilabel:`Add Custom Filter` pop-up window appears. + +Click into the first field, and a pop-over appears with a variety of options. Click the +:icon:`fa-chevron-right` :guilabel:`(right arrow)` icon after the word :guilabel:`Employee`, then +scroll down and click on :guilabel:`Manager`. Next, set the middle field to :guilabel:`=` +:guilabel:`(equal)`. Last, click the third field and select the desired user from the list. When all +the fields are set, click :guilabel:`Add`. + +.. image:: appraisal_analysis/custom.png + :align: center + :alt: A customized filter to show only the user's employees. + +Now, the only appraisals that appear are the appraisals that the selected user is responsible for, +instead of viewing *all* the appraisals. + +This report can also be :ref:`grouped by status `. + +.. image:: appraisal_analysis/users-appraisals.png + :align: center + :alt: A report showing only the appraisals the user is responsible for, by status. + +.. seealso:: + - :doc:`Odoo essentials reporting <../../essentials/reporting>` + - :doc:`../../essentials/search` diff --git a/content/applications/hr/appraisals/appraisal_analysis/analysis.png b/content/applications/hr/appraisals/appraisal_analysis/analysis.png new file mode 100644 index 000000000..97b70de70 Binary files /dev/null and b/content/applications/hr/appraisals/appraisal_analysis/analysis.png differ diff --git a/content/applications/hr/appraisals/appraisal_analysis/by-status.png b/content/applications/hr/appraisals/appraisal_analysis/by-status.png new file mode 100644 index 000000000..808b36282 Binary files /dev/null and b/content/applications/hr/appraisals/appraisal_analysis/by-status.png differ diff --git a/content/applications/hr/appraisals/appraisal_analysis/custom.png b/content/applications/hr/appraisals/appraisal_analysis/custom.png new file mode 100644 index 000000000..fb26482c3 Binary files /dev/null and b/content/applications/hr/appraisals/appraisal_analysis/custom.png differ diff --git a/content/applications/hr/appraisals/appraisal_analysis/users-appraisals.png b/content/applications/hr/appraisals/appraisal_analysis/users-appraisals.png new file mode 100644 index 000000000..f6690835f Binary files /dev/null and b/content/applications/hr/appraisals/appraisal_analysis/users-appraisals.png differ diff --git a/content/applications/hr/appraisals/new_appraisals.rst b/content/applications/hr/appraisals/new_appraisals.rst index de99e1cf9..79da2cbec 100644 --- a/content/applications/hr/appraisals/new_appraisals.rst +++ b/content/applications/hr/appraisals/new_appraisals.rst @@ -278,4 +278,4 @@ Once the appraisal is marked as *Done*, the :guilabel:`Mark as Done` button disa .. seealso:: - :doc:`../appraisals/goals` - - :doc:`../appraisals/reporting` + - :doc:`../appraisals/appraisal_analysis` diff --git a/content/applications/hr/appraisals/reporting.rst b/content/applications/hr/appraisals/reporting.rst deleted file mode 100644 index 7da56107b..000000000 --- a/content/applications/hr/appraisals/reporting.rst +++ /dev/null @@ -1,130 +0,0 @@ -========= -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/reporting/analysis.png b/content/applications/hr/appraisals/reporting/analysis.png deleted file mode 100644 index fe6222141..000000000 Binary files a/content/applications/hr/appraisals/reporting/analysis.png and /dev/null differ diff --git a/content/applications/hr/appraisals/reporting/custom-filter.png b/content/applications/hr/appraisals/reporting/custom-filter.png deleted file mode 100644 index 54b2a8b91..000000000 Binary files a/content/applications/hr/appraisals/reporting/custom-filter.png and /dev/null differ diff --git a/content/applications/hr/appraisals/reporting/filter-appraisals.png b/content/applications/hr/appraisals/reporting/filter-appraisals.png deleted file mode 100644 index 137274b24..000000000 Binary files a/content/applications/hr/appraisals/reporting/filter-appraisals.png and /dev/null differ diff --git a/content/applications/hr/appraisals/reporting/filter.png b/content/applications/hr/appraisals/reporting/filter.png deleted file mode 100644 index 9f025f9a0..000000000 Binary files a/content/applications/hr/appraisals/reporting/filter.png and /dev/null differ diff --git a/content/applications/hr/appraisals/reporting/javascript.png b/content/applications/hr/appraisals/reporting/javascript.png deleted file mode 100644 index 048fd3284..000000000 Binary files a/content/applications/hr/appraisals/reporting/javascript.png and /dev/null differ diff --git a/content/applications/hr/appraisals/reporting/skills-report.png b/content/applications/hr/appraisals/reporting/skills-report.png deleted file mode 100644 index f54375614..000000000 Binary files a/content/applications/hr/appraisals/reporting/skills-report.png and /dev/null differ diff --git a/redirects/17.0.txt b/redirects/17.0.txt index 262542acf..f073e2650 100644 --- a/redirects/17.0.txt +++ b/redirects/17.0.txt @@ -27,6 +27,10 @@ developer/tutorials/getting_started/16_final_word.rst developer/tutorials/server applications/general/email_communication/email_servers.rst applications/general/email_communication.rst +# applications/hr + +applications/hr/appraisals/reporting.rst applications/hr/appraisals/appraisal_analysis.rst # appraisals/reporting --> appraisals/appraisal_analysis + # applications/inventory_and_mrp applications/inventory_and_mrp/inventory/product_management/product_tracking/type.rst applications/inventory_and_mrp/inventory/product_management/configure/type.rst # product_tracking/type --> configure/type