[ADD] Appraisals: Appraisal Analysis reporting
closes odoo/documentation#11075
X-original-commit: 85e04b2723
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Signed-off-by: Lara Martini (larm) <larm@odoo.com>
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larm-odoo
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@ -173,11 +173,11 @@ document.
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.. seealso::
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- :doc:`appraisals/new_appraisals`
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- :doc:`appraisals/goals`
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- :doc:`appraisals/reporting`
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- :doc:`appraisals/appraisal_analysis`
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.. toctree::
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:titlesonly:
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appraisals/new_appraisals
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appraisals/goals
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appraisals/reporting
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appraisals/appraisal_analysis
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115
content/applications/hr/appraisals/appraisal_analysis.rst
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115
content/applications/hr/appraisals/appraisal_analysis.rst
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@ -0,0 +1,115 @@
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==================
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Appraisal analysis
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==================
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The **Appraisals** app has the ability to report on all the appraisals in the system, including
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past, present, and future appraisals, and their respective statuses. This report helps managers
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track scheduled appraisals, and identify any overdue or unconfirmed ones.
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To access the *Appraisal Analysis* report, navigate to :menuselection:`Appraisals app --> Reporting
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--> Appraisal Analysis`.
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On the :guilabel:`Appraisal Analysis` page, a report loads, displaying all the appraisals in the
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database. Each entry is highlighted in a different color to represent their status:
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+-----------+----------------------------+------------------------------------------------+
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| Color | Status | Meaning |
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+===========+============================+================================================+
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| Yellow |:guilabel:`Done` | The appraisal was completed. |
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+-----------+----------------------------+------------------------------------------------+
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| Orange |:guilabel:`Appraisal Sent` |The appraisal was confirmed, but not completed. |
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+-----------+----------------------------+------------------------------------------------+
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| Red |:guilabel:`Cancelled` |The appraisal was cancelled. |
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+-----------+----------------------------+------------------------------------------------+
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| Gray |:guilabel:`To Start` | The appraisal was scheduled, but not confirmed.|
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+-----------+----------------------------+------------------------------------------------+
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.. note::
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Appraisals are scheduled automatically (appear in gray), according to their respective
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:ref:`appraisals/appraisal-plan`.
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The report displays the current year, in a default Gantt view, grouped by department, with the
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current month highlighted.
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To change the period of time that is presented, adjust the date settings in the top-left corner of
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the report by clicking the default :guilabel:`Year` to reveal a drop-down menu of options. The
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options to display are :guilabel:`Day`, :guilabel:`Week`, :guilabel:`Month`, and :guilabel:`Year`.
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Use the adjacent arrows to move forward or backward in time.
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At any point, click the :guilabel:`Today` button to have the Gantt view include today's date in the
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view.
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To view the details of any appraisal, click on any appraisal. A pop-over window appears, displaying
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the due date for the appraisal. To view more details, click the :guilabel:`View` button, and further
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details appear in a pop-up window.
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The report can have other :ref:`filters <search/filters>` and :ref:`groupings <search/group>` set in
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the search bar at the top.
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.. image:: appraisal_analysis/analysis.png
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:align: center
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:alt: A report showing all the appraisals for the Appraisal Analysis report.
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.. _appraisals/group-status:
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Group by status
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===============
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When a company has a large number of employees, the default :guilabel:`Appraisal Analysis` report
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may display too much information to view easily. In this scenario, viewing the data by status can be
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beneficial.
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First, remove the default :icon:`oi-group` :guilabel:`Department` grouping from the search bar.
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Next, click the :icon:`fa-caret-down` :guilabel:`(down arrow)` icon in the far-right of the search
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bar. Click :guilabel:`Status` in the :icon:`oi-group` :guilabel:`Group By` column. Click away from
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the drop-down menu to close it.
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All the appraisals are now organized by status, in the following order: :guilabel:`Cancelled`,
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:guilabel:`Done`, :guilabel:`To Start`, and :guilabel:`Appraisal Sent`.
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This view makes it easy to see which appraisals need to be completed, and when, as well as which
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appraisals still need to be confirmed.
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.. image:: appraisal_analysis/by-status.png
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:align: center
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:alt: A report showing all the appraisals, grouped by status.
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Use case: view only the user's appraisals
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=========================================
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When viewing the :guilabel:`Appraisal Analysis` report, it can save time to only view the appraisals
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the signed-in user is responsible for, and hide the rest.
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To only view this data, click the :icon:`fa-caret-down` :guilabel:`(down arrow)` icon in the
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far-right of the search bar, revealing a drop-down menu.
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.. note::
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It is not necessary to remove the default :icon:`oi-group` :guilabel:`Department` grouping. If it
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remains active, the results are grouped by department. If it is removed, the results appear in a
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list, alphabetically.
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Click :guilabel:`Add Custom Filter` at the bottom of the :icon:`fa-filter` :guilabel:`Filters`
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column, and a :guilabel:`Add Custom Filter` pop-up window appears.
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Click into the first field, and a pop-over appears with a variety of options. Click the
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:icon:`fa-chevron-right` :guilabel:`(right arrow)` icon after the word :guilabel:`Employee`, then
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scroll down and click on :guilabel:`Manager`. Next, set the middle field to :guilabel:`=`
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:guilabel:`(equal)`. Last, click the third field and select the desired user from the list. When all
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the fields are set, click :guilabel:`Add`.
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.. image:: appraisal_analysis/custom.png
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:align: center
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:alt: A customized filter to show only the user's employees.
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Now, the only appraisals that appear are the appraisals that the selected user is responsible for,
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instead of viewing *all* the appraisals.
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This report can also be :ref:`grouped by status <appraisals/group-status>`.
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.. image:: appraisal_analysis/users-appraisals.png
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:align: center
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:alt: A report showing only the appraisals the user is responsible for, by status.
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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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@ -278,4 +278,4 @@ Once the appraisal is marked as *Done*, the :guilabel:`Mark as Done` button disa
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.. seealso::
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- :doc:`../appraisals/goals`
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- :doc:`../appraisals/reporting`
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- :doc:`../appraisals/appraisal_analysis`
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@ -1,130 +0,0 @@
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=========
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Reporting
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=========
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In Odoo's *Appraisals* app, two metrics are tracked as appraisals are completed: an :ref:`appraisal
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analysis <appraisals/analysis-report>`, and a :ref:`skills evolution <appraisals/skills-report>`.
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.. _appraisals/analysis-report:
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Appraisal analysis
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------------------
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To access the *Appraisal Analysis* report, navigate to :menuselection:`Appraisals app --> Reporting
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--> Appraisal Analysis`.
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On the :guilabel:`Appraisal Analysis` page, there is a report of all the appraisals in the database,
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highlighted in different colors to represent their status.
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Appraisals in yellow are *Done*, appraisals in orange are in progress (the *Appraisal Sent*, but not
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completed), appraisals in red have been *Cancelled*, and appraisals in gray are scheduled *To Start*
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(according to the :ref:`appraisals/appraisal-plan`), but have not been confirmed yet.
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The report displays the current year, in a default Gantt view, and is grouped by department.
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To change the period of time that is presented by default, adjust the date settings in the top-left
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of the report. The options to display are :guilabel:`Day`, :guilabel:`Week`, :guilabel:`Month`, and
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:guilabel:`Year`. Use the arrows to move forward or backward in time.
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At any point, click the :guilabel:`Today` button to have the Gantt view include today's date in the
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view.
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The report can have other :ref:`filters <search/filters>` and :ref:`groupings <search/group>` set in
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the :guilabel:`Search...` bar at the top.
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.. image:: reporting/analysis.png
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:align: center
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:alt: A report showing all the appraisals for the Appraisal Analysis report.
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.. example::
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Appraisals that have been cancelled appear in red on the :guilabel:`Appraisal Analysis` report,
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but there is no preconfigured filter to show only cancelled appraisals.
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To view only cancelled appraisals, click the :icon:`fa-caret-down` :guilabel:`(caret down)` icon
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in the :guilabel:`Search...` bar.
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Next, click :guilabel:`Add Custom Filter` in the :guilabel:`Filters` section, and a
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:guilabel:`Add Custom Filter` pop up window loads.
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Using the drop-down menu, select :guilabel:`Status` for the first drop-down, then select
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:guilabel:`Cancelled` for the third drop-down field. Click the :guilabel:`Add` button, and only
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appraisals that have been cancelled appear.
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.. image:: reporting/custom-filter.png
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:align: center
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:alt: The Custom Filter pop-up with the parameters set to only show cancelled appraisals.
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.. _appraisals/skills-report:
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Skills evolution
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----------------
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To access the *Skills Evolution* report, navigate to :menuselection:`Appraisals app --> Reporting
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--> Skills Evolution`. The :guilabel:`Appraisal Skills Report` page displays a report of all skills,
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grouped by employee.
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Skill levels are **only** updated after an appraisal is marked as done. Any skill level changes from
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any ongoing appraisals that have **not** been finalized are **not** included in this report.
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All the lines of the report are collapsed, by default. To view the details of a line, click anywhere
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on a line to expand the data.
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Each skill has the following information listed:
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- :guilabel:`Employee`: name of the employee.
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- :guilabel:`Skill Type`: the category the skill falls under.
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- :guilabel:`Skill`: the specific, individual skill.
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- :guilabel:`Previous Skill Level`: the level the employee had previously achieved for the skill.
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- :guilabel:`Previous Skill Progress`: the previous percentage of competency achieved for the skill
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(based on the :guilabel:`Skill Level`).
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- :guilabel:`Current Skill Level`: the current level the employee has achieved for the skill.
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- :guilabel:`Current Skill Progress`: the current percentage of competency achieved for the skill.
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- :guilabel:`Justification`: any notes entered on the skill, explaining the progress.
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The color of the skill text indicates any changes from the previous appraisal. Skill levels that
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have increased since the last appraisal appear in green as an *Improvement*, skill levels that have
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not changed appear in black as *No Change*, and skills that have regressed appear in red as
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*Regression*.
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.. image:: reporting/skills-report.png
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:align: center
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:alt: A report showing all the skills grouped by employee.
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The report can have other :ref:`filters <search/filters>` and :ref:`groupings <search/group>` set in
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the :guilabel:`Search...` bar at the top.
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.. example::
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Since the :guilabel:`Appraisal Skills Report` organizes all skills by employee, it can be
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difficult to find employees with a specific skill at a specific level. To find these employees,
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a custom filter must be used.
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To view only employees with an :guilabel:`Expert` level of the :guilabel:`Javascript` skill,
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first remove any active filters in the :guilabel:`Search...` bar.
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Next, click the :icon:`fa-caret-down` :guilabel:`(caret down)` icon in the :guilabel:`Search...`
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bar, then click :guilabel:`Add Custom Filter` in the :guilabel:`Filters` section to load an
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:guilabel:`Add Custom Filter` pop up window.
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Using the drop-down menu, select :guilabel:`Skill` for the first drop-down, then select
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:guilabel:`Javascript` for the third drop-down field.
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Next, click the :guilabel:`New Rule` button, and another line appears. In this second line,
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select :guilabel:`Current Skill Level` for the first drop-down, then select :guilabel:`Expert`
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for the third drop-down field.
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After the :guilabel:`New Rule` button is clicked, the word :guilabel:`any` in the sentence
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:guilabel:`Match any of the following rules:` changes from plain text into a drop-down menu.
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Click the :icon:`fa-caret-down` :guilabel:`(caret down)` icon after the word :guilabel:`any`, and
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select :guilabel:`all`.
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Finally, click the :guilabel:`Add` button, and only employees that have an :guilabel:`Expert`
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level for the skill :guilabel:`Javascript` appear.
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.. image:: reporting/javascript.png
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:align: center
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:alt: The Custom Filter pop-up with the parameters set to only show employees with expert
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level for the skill javascript.
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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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@ -27,6 +27,10 @@ developer/tutorials/getting_started/16_final_word.rst developer/tutorials/server
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applications/general/email_communication/email_servers.rst applications/general/email_communication.rst
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# applications/hr
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applications/hr/appraisals/reporting.rst applications/hr/appraisals/appraisal_analysis.rst # appraisals/reporting --> appraisals/appraisal_analysis
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# applications/inventory_and_mrp
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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
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