[ADD] appraisals: new documentation

closes odoo/documentation#7889

X-original-commit: 1ad921a1d1
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Signed-off-by: Lara Martini (larm) <larm@odoo.com>

content/applications/hr.rst

@@ -8,6 +8,7 @@ Human resources
 
    hr/attendances
    hr/employees
+   hr/appraisals
    hr/frontdesk
    hr/fleet
    hr/payroll

content/applications/hr/appraisals.rst

@@ -0,0 +1,592 @@
+==========
+Appraisals
+==========
+
+In Odoo, the *Appraisals* application can be used to evaluate employee performance on a recurring
+basis. Managers can evaluate the performance of their employees, and also allow employees to do a
+self-assessment of their own. Appraisals are customizable, and can be set for any kind of schedule
+desired.
+
+Appraisals give employees valuable feedback, including actionable goals to work toward, and
+measurable skills to improve upon. Additionally, appraisals may form the basis for raises,
+promotions, and other benefits.
+
+Regular appraisals are good for both the employees and the company, since they can accurately
+measure performance based on company goals, and show employees where they need to improve.
+
+Configuration
+=============
+
+The :guilabel:`Configuration` menu in the *Appraisals* application is where the settings can be
+configured, feedback templates can be edited, frequencies can be set, evaluation scales can be
+managed, data for 360 feedback can be stored, and goal tags can be viewed/created.
+
+Settings
+--------
+
+To access the *Settings* menu, navigate to :menuselection:`Appraisals application --> Configuration
+--> Settings`.
+
+Feedback templates
+~~~~~~~~~~~~~~~~~~
+
+Feedback templates are form outlines used during an employee appraisal. Any edits made to a template
+are, ultimately, reflected in the appraisals sent to employees.
+
+There are two default templates pre-configured in Odoo *Appraisals*: one for employee feedback, and
+one for manager feedback. Each contains several sections, along with questions, and brief
+explanations for how to respond to the questions.
+
+The :guilabel:`Employee Feedback Template` has the following sections: :guilabel:`My work`,
+:guilabel:`My future`, and :guilabel:`My feelings`.
+
+The :guilabel:`Manager Feedback Template` has the following sections: :guilabel:`Feedback`,
+:guilabel:`Evaluation`, and :guilabel:`Improvements`.
+
+Any desired changes to the default feedback templates can be made by making changes directly in each
+template.
+
+Appraisals
+~~~~~~~~~~
+
+The :guilabel:`Appraisals` section of the settings menu determines the frequency that appraisals are
+performed, and if it is possible to request additional feedback.
+
+.. image:: appraisals/appraisals-setting.png
+   :align: center
+   :alt: The appraisals sections with the timeline filled in and 360 feedback enabled.
+
+.. _appraisals/appraisal-plan:
+
+Appraisals plans
+****************
+
+By default, appraisals are pre-configured to be automatically created six months after an employee
+is hired, with a second appraisal exactly six months after that.
+
+Once those two initial appraisals have been completed in the employee's first year, following
+appraisals are only created once a year (every twelve months).
+
+To modify this schedule, change the number of months in the blank fields under the
+:guilabel:`Appraisals Plans` section.
+
+.. important::
+   If the :guilabel:`Appraisals Plans` section is modified, **all** empty :guilabel:`Next Appraisal
+   Dates` are modified for **all** employees.
+
+360 feedback
+************
+
+The :guilabel:`360 Feedback` option can be enabled to allow managers to request feedback from other
+employees using a different survey form, at any time, independent of the appraisal schedule.
+
+Typically, managers ask for feedback from other people who work with an employee they manage. This
+includes the employee's various managers, peers, and direct reports.
+
+To view the :guilabel:`360 Feedback` survey, click the :guilabel:`→ Internal link` icon at the end
+of the :guilabel:`Default Template` field. The :guilabel:`360 Feedback` survey loads, and any
+desired changes to the survey can be made.
+
+For more information on how to edit a survey, refer to the :doc:`../marketing/surveys/create`
+document.
+
+.. important::
+   The :guilabel:`360 Feedback` form is a pre-configured survey within the *Surveys* application. In
+   order to use the :guilabel:`360 Feedback` option, including the ability to edit the survey, the
+   *Surveys* application **must** be installed.
+
+Evaluation scale
+----------------
+
+On each employee appraisal form, final rating options appear by default. To view and edit these
+options, navigate to :menuselection:`Appraisals application --> Configuration --> Evaluation Scale`.
+This presents the ratings in a list view.
+
+The pre-configured ratings are :guilabel:`Needs Improvement`, :guilabel:`Meets Expectations`,
+:guilabel:`Exceeds Expectations`, and :guilabel:`Strongly Exceeds Expectations`. To add another
+rating, click the :guilabel:`New` button.
+
+When the :guilabel:`New` button is clicked on the :guilabel:`Evaluation Scale` page, a blank line
+appears at the bottom of the list. Enter the name of the rating in the field.
+
+To rearrange the order of the ratings, click the :guilabel:`(six small gray boxes)` icon to the left
+of a rating, and drag the rating to the desired position on the list.
+
+.. image:: appraisals/evaluation-scale.png
+   :align: center
+   :alt: The evaluation scale, with the new button and click and drag icons highlighted.
+
+360 feedback
+------------
+
+The :guilabel:`360 Feedback` section displays information for all the surveys currently configured
+in the *Appraisals* application. To view the surveys, and their statistics, navigate to
+:menuselection:`Appraisals application --> Configuration --> 360 Feedback`.
+
+.. image:: appraisals/survey-list.png
+   :align: center
+   :alt: A list view of all available surveys in the Appraisals application.
+
+Each appraisal (or survey) is presented in its own line on the :guilabel:`360 Feedback` page, along
+with various information related to that particular appraisal.
+
+Each appraisal includes the following information:
+
+- :guilabel:`Survey Name`: the name of the specific survey.
+- :guilabel:`Responsible`: the employee responsible for the survey, including the month and year
+  they were given that designation.
+- :guilabel:`Questions`: the number of questions in that particular survey.
+- :guilabel:`Average Duration`: the average time a user spends completing the survey.
+- :guilabel:`Registered`: the number of people who have been sent the survey.
+- :guilabel:`Completed`: the number of people who have completed the survey.
+
+Each appraisal also has two buttons at the end of each line: a :guilabel:`Test` button and a
+:guilabel:`See Results` button.
+
+To see what an appraisal looks like for the end user (i.e. an employee), click the :guilabel:`Test`
+button, and the appraisal loads in a new browser tab. The entire appraisal loads, and can be clicked
+through without having to enter any answers.
+
+To exit, close the tab. Or, click :guilabel:`This is a Test Survey. → Edit Survey` at the top of the
+page to be taken to the detail form for that particular survey.
+
+To view the results from everyone who completed an appraisal, click the :guilabel:`See Results`
+button. This presents all the answers for the survey in a new tab. Each question provides
+information on how many people responded to a question, and how many people skipped it. All answers
+for each question are visible.
+
+To exit, close the tab. Or, click :guilabel:`→ Edit Survey` at the top of the page to be taken to
+the detail form for that particular survey.
+
+In addition to viewing the responses from past appraisals and surveys, new surveys can also be
+created from the :guilabel:`360 Feedback` page. Simply click the :guilabel:`New` button in the
+top-left of the page to create a new survey.
+
+For more information on how to create a survey, refer to the :doc:`../marketing/surveys/create`
+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
+==========
+
+Navigate to the main *Appraisals* dashboard by opening the :guilabel:`Appraisals` application. The
+:guilabel:`Appraisals` dashboard is the default view.
+
+To view the dashboard at any point in the application, navigate to :menuselection:`Appraisals
+application --> Appraisals`.
+
+All appraisals are displayed on the dashboard in a Kanban view, by default, with a list of groupings
+on the left side of the dashboard, including :guilabel:`Company`, :guilabel:`Department`, and
+:guilabel:`Status`.
+
+Click any grouping option to view appraisals for **only** the chosen selection.
+
+.. note::
+   Only groupings with multiple selections appear in the list. For example, if a database only has
+   one company, the :guilabel:`Company` grouping does **not** appear, since there is no other
+   company to select.
+
+Each appraisal card displays the following information:
+
+- :guilabel:`Name`: the employee's name.
+- :guilabel:`Department`: the department the employee is associated with.
+- :guilabel:`Company`: the company the employee works for. This only appears in a multi-company
+  database.
+- :guilabel:`Date`: the date the appraisal was requested, or is scheduled for in the future.
+- :guilabel:`Activities`: any activities that are scheduled for the appraisal, such as
+  :guilabel:`Meetings` or :guilabel:`Phone Calls.` If no activities are scheduled, an activity can
+  be scheduled from the :guilabel:`🕘 (clock)` icon, located in the bottom-left corner of an
+  appraisal card.
+- :guilabel:`Manager`: the employee's manager, indicated by the profile icon in the bottom-right
+  corner of an appraisal card.
+- :guilabel:`Status banner`: the status of the appraisal. A banner appears if an appraisal is
+  marked as either :guilabel:`Canceled` or :guilabel:`Done`. If no banner is present, that means the
+  appraisal has not happened, or has not been scheduled yet.
+
+To view the details of any appraisal, click on the card to open the appraisal form.
+
+.. image:: appraisals/dashboard.png
+   :align: center
+   :alt: The Appraisals dashboard with each appraisal in its own box.
+
+New appraisal
+-------------
+
+To create a new appraisal, click the :guilabel:`New` button at the top of the :guilabel:`Appraisals`
+dashboard to load a blank appraisal form. Then, enter the following information on the form:
+
+- :guilabel:`Name`: enter the employee's name.
+- :guilabel:`Manager`: select the employee's manager from the drop-down menu. The manager is
+  responsible for completing the :guilabel:`Manager's Feedback` section of the appraisal. This field
+  auto-populates after the employee is selected, if they have a manager set on their employee
+  profile.
+- :guilabel:`Appraisal Date`: the current date is automatically entered in this field. This field is
+  automatically updated once the appraisal is completed or canceled, with the corresponding date of
+  completion or cancellation.
+- :guilabel:`Department`: select the employee's department from the drop-down menu. This field
+  auto-populates after the employee is selected, if they have a department set on their employee
+  profile.
+- :guilabel:`Company`: select the employee's company from the drop-down menu. This field
+  auto-populates after the employee is selected, if they have a company set on their employee
+  profile.
+
+.. note::
+   The only required fields for the appraisal form are the employee's :guilabel:`Name`, the
+   :guilabel:`Manager`, and the :guilabel:`Company`.
+
+Once the form is complete, click the :guilabel:`Confirm` button to confirm the appraisal request.
+
+Once confirmed, the employee receives an email stating that an appraisal was requested, and is then
+prompted to schedule an appraisal date.
+
+The status changes to :guilabel:`Confirmed`, and the :guilabel:`Employee's Feedback` section of the
+:guilabel:`Appraisal` tab is grayed out. The information in that section only appears after the
+self-assessment is published by the employee. The :guilabel:`Final Rating` field also appears once
+the appraisal request is confirmed.
+
+If there are any existing appraisals for the employee, an :guilabel:`Appraisal` smart button appears
+at the top of the page, listing the total number of appraisals there are for the employee.
+
+Ask for feedback
+~~~~~~~~~~~~~~~~
+
+As part of the appraisal process, the manager can request feedback on an employee from anyone in the
+company. Feedback is usually requested from co-workers and other people who interact with, or work
+with, the employee. This is to get a more well-rounded view of the employee, and aid in the
+manager's overall assessment.
+
+To request feedback, the appraisal **must** be confirmed. Once confirmed, an :guilabel:`Ask
+Feedback` button appears at the top of the form.
+
+When the :guilabel:`Ask Feedback` button is clicked, an :guilabel:`Ask Feedback` email pop-up form
+appears, using the :guilabel:`Appraisal: Ask Feedback` email template, which sends the
+:guilabel:`360 Feedback` survey.
+
+Enter the employees being asked to complete the survey in the :guilabel:`Recipients` field. Multiple
+employees may be selected.
+
+The email template has dynamic placeholders to personalize the message. Add any additional text to
+the email, if desired.
+
+If required, an :guilabel:`Answer Deadline` can be added, as well.
+
+If any attachments are needed, click the :guilabel:`Attachments` button, and a file explorer window
+appears. Navigate to the file(s), select them, then click :guilabel:`Open`.
+
+When the email is ready to send, click :guilabel:`Send.`
+
+.. image:: appraisals/ask-feedback.png
+   :align: center
+   :alt: The email pop-up when requesting feedback from other employees.
+
+Appraisal form
+~~~~~~~~~~~~~~
+
+Once an appraisal is confirmed, the next steps are for the employee to fill out the self-assessment,
+after which the manager completes their assessment.
+
+.. _appraisals/employee-feedback:
+
+Employee's feedback
+*******************
+
+To complete their portion of feedback, employees should navigate to the main
+:menuselection:`Appraisals application` dashboard, where the only entries visible are appraisals for
+the employee, themselves, and/or anyone they manage and have to provide manager feedback for.
+
+Click on the appraisal to open the appraisal form. Enter responses in the :guilabel:`Employee's
+Feedback` section, under the :guilabel:`Appraisal` tab.
+
+When completed, click the :guilabel:`Not Visible to Manager` toggle (the default setting once an
+appraisal is confirmed). When clicked, the toggle changes to :guilabel:`Visible to Manager`.
+
+.. image:: appraisals/employee-feedback.png
+   :align: center
+   :alt: The feedback section for the employee with the toggle button highlighted.
+
+.. _appraisals/manager-feedback:
+
+Manager's feedback
+******************
+
+After the employee has completed the :guilabel:`Employee's Feedback` section, under the
+:guilabel:`Appraisal` tab, it is time for the manager to fill out the :guilabel:`Manager's Feedback`
+section.
+
+The manager enters their responses in the fields in the :ref:`same manner as the employee
+<appraisals/employee-feedback>`.
+
+When the feedback section is completed, click the :guilabel:`Not Visible to Employee` toggle (the
+default setting once an appraisal is confirmed). When clicked, the toggle changes to
+:guilabel:`Visible to Employee`.
+
+.. image:: appraisals/manager-feedback.png
+   :align: center
+   :alt: The feedback section for both employees and managers. The toggle buttons are highlighted.
+
+Skills tab
+~~~~~~~~~~
+
+Part of an appraisal is evaluating an employee's skills, and tracking their progress over time. The
+:guilabel:`Skills` tab of the appraisal form auto-populates with the skills from the :doc:`employee
+form <../hr/employees/new_employee>`, once an appraisal is confirmed.
+
+Each skill is grouped with like skills, and the :guilabel:`Skill Level`, :guilabel:`Progress`, and
+:guilabel:`Justification` are displayed for each skill.
+
+Update any skills, or add any new skills to the :guilabel:`Skills` tab.
+
+If a skill level has increased, a reason for the improved rating can be entered into the
+:guilabel:`Justification` field, such as `took a fluency language test` or `received Javascript
+certification`.
+
+Refer to the :ref:`Create a new employee <employees/skills>` document for detailed instructions on
+adding or updating a skill.
+
+After an appraisal is completed, and the skills have been updated, the next time an appraisal is
+confirmed, the updated skills populate the :guilabel:`Skills` tab.
+
+.. image:: appraisals/skills.png
+   :align: center
+   :alt: The skills tab of an appraisal form, all filled out.
+
+Private note tab
+~~~~~~~~~~~~~~~~
+
+If managers want to leave notes that are only visible to other managers, they can be entered in the
+:guilabel:`Private Note` tab. The employee being evaluated does **not** have access to this tab, and
+the tab does **not** appear on their appraisal.
+
+Schedule a meeting
+------------------
+
+Once both portions of an appraisal are completed (the :ref:`employee <appraisals/employee-feedback>`
+and :ref:`manager <appraisals/manager-feedback>` feedback sections), it is time for the employee and
+manager to meet and discuss the appraisal.
+
+A meeting can be scheduled in one of two ways: either from the *Appraisals* application dashboard,
+or from an individual appraisal card.
+
+To schedule an appraisal from the dashboard of the *Appraisals* application, first navigate to
+:menuselection:`Appraisals application --> Appraisals`.
+
+Click the :guilabel:`🕘 (clock)` icon, beneath the appraisal date on the desired appraisal card, and
+a :guilabel:`Schedule Activity` pop-up window appears. Then, click :guilabel:`+ Schedule an
+activity` to create a blank activity form.
+
+Select :guilabel:`Meeting` for the :guilabel:`Activity Type` from the drop-down menu. Doing so
+causes the form to change, so only the :guilabel:`Activity Type` and :guilabel:`Summary` fields
+appear.
+
+If scheduling an activity other than a meeting, such as a :guilabel:`Call` or a :guilabel:`To-Do`,
+the fields that appear on the :guilabel:`Schedule Activity` pop-up form change, accordingly.
+
+.. note::
+   The :guilabel:`🕘 (clock)` icon may appear as a number of different icons, depending on what, if
+   any, scheduled activities are in place, and the color represents their corresponding due dates.
+
+   If no activities are scheduled, that is represented by a gray :guilabel:`🕘 (clock)` icon.
+
+   However, if a specific activity is scheduled, the icon may appear as a :guilabel:`📞 (phone)`
+   icon for a phone call, a :guilabel:`👥 (group of people)` icon for a meeting, and so on.
+
+   The color of the icon indicates the status; a green icon means an activity is scheduled in the
+   future, and a red icon means the activity is past due.
+
+   For more details on activities, refer to the
+   :doc:`../productivity/discuss/overview/plan_activities` document.
+
+   .. image:: appraisals/activity-icons.png
+      :align: center
+      :alt: The appraisal cards with the various activity icons highlighted.
+
+Enter a brief description in the :guilabel:`Summary` field of the :guilabel:`Schedule Activity`
+pop-up window, such as `Annual Appraisal for (Employee)`.
+
+Next, click the :guilabel:`Open Calendar` button. From the calendar page that appears, navigate to,
+and double-click on, the desired date and time for the meeting.
+
+Doing so opens a :guilabel:`New Event` pop-up form. From this pop-up form, make any desired
+modifications, such as designating a :guilabel:`Start` time, or giving a :guilabel:`Name` to the
+meeting.
+
+Add the appraisee in the :guilabel:`Attendees` section, and include anyone else who should be in the
+meeting, if necessary.
+
+To make the meeting a video call, instead of an in-person meeting, click :guilabel:`+ Odoo meeting`,
+and a :guilabel:`Videocall URL` link appears in the field.
+
+Once all the desired changes are complete, click :guilabel:`Save & Close`.
+
+The meeting now appears on the calendar, and the invited parties are informed, via email.
+
+.. image:: appraisals/meeting.png
+   :align: center
+   :alt: The meeting form with all information entered for Ronnie Hart's annual appraisal.
+
+The other way to schedule a meeting is from the individual appraisal form. To do this, navigate to
+the :menuselection:`Appraisal application` dashboard, then click on an appraisal card.
+
+Next, click on the :guilabel:`Meeting` smart button, and the calendar loads. Follow the same
+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.
+
+Reporting
+=========
+
+The *Appraisals* application tracks two metrics across two different reports: an :ref:`appraisal
+analysis <appraisals/analysis>`, and a :ref:`skills evolution <appraisals/skills-report>`.
+
+.. _appraisals/analysis:
+
+Appraisal analysis
+------------------
+
+To access the *Appraisal Analysis* report, navigate to :menuselection:`Appraisals application -->
+Reporting --> Appraisal Analysis`. This displays a report of all the appraisals in the database,
+highlighted in different colors to represent their status.
+
+Appraisals in yellow are completed, appraisals in orange are in-progress (the appraisal is
+confirmed, but not completed), and appraisals in gray are scheduled (according to the
+:ref:`appraisals/appraisal-plan`), but have not been confirmed yet.
+
+The report displays the whole current year, by default, grouped by department.
+
+To change the calendar view presented, change 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 present the calendar to include today's date in
+the view.
+
+The report can have other filters and groupings set in the :guilabel:`Search...` bar at the top.
+
+.. image:: appraisals/analysis.png
+   :align: center
+   :alt: A report showing all the appraisals for the Appraisal Analysis report.
+
+.. _appraisals/skills-report:
+
+Skills evolution
+----------------
+
+To access the *Skills Evolution* report, navigate to :menuselection:`Appraisals application -->
+Reporting --> Skills Evolution`. This displays a report of all skills, grouped by employee.
+
+All the lines of the report are collapsed, by default. To view the details of a line, click 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.
+
+.. image:: appraisals/skills-report.png
+   :align: center
+   :alt: A report showing all the skills grouped by employee.

content/applications/hr/employees/new_employee.rst

@@ -143,6 +143,8 @@ another resumé line.
    After the new employee form is saved, the current position and company is automatically added to
    the :guilabel:`Resumé` tab, with the end date listed as `current`.
 
+.. _employees/skills:
+
 Skills
 ~~~~~~