[ADD] Appraisals: new appraisal doc
closes odoo/documentation#9835 Signed-off-by: Lara Martini (larm) <larm@odoo.com>
This commit is contained in:
Lara Martini (larm)
parent
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commit
9c5cee3f96
@ -170,278 +170,14 @@ document.
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.. note::
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.. note::
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In previous versions of Odoo, this section was referred to as :guilabel:`Surveys`.
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In previous versions of Odoo, this section was referred to as :guilabel:`Surveys`.
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Appraisals
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==========
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Navigate to the main *Appraisals* dashboard by opening the :guilabel:`Appraisals` application. The
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:guilabel:`Appraisals` dashboard is the default view.
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To view the dashboard at any point in the application, navigate to :menuselection:`Appraisals
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application --> Appraisals`.
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All appraisals are displayed on the dashboard in a Kanban view, by default, with a list of groupings
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on the left side of the dashboard, including :guilabel:`Company`, :guilabel:`Department`, and
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:guilabel:`Status`.
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Click any grouping option to view appraisals for **only** the chosen selection.
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.. note::
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Only groupings with multiple selections appear in the list. For example, if a database only has
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one company, the :guilabel:`Company` grouping does **not** appear, since there is no other
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company to select.
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Each appraisal card displays the following information:
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- :guilabel:`Name`: the employee's name.
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- :guilabel:`Department`: the department the employee is associated with.
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- :guilabel:`Company`: the company the employee works for. This only appears in a multi-company
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database.
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- :guilabel:`Date`: the date the appraisal was requested, or is scheduled for in the future.
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- :guilabel:`Activities`: any activities that are scheduled for the appraisal, such as
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:guilabel:`Meetings` or :guilabel:`Phone Calls.` If no activities are scheduled, an activity can
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be scheduled from the :guilabel:`🕘 (clock)` icon, located in the bottom-left corner of an
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appraisal card.
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- :guilabel:`Manager`: the employee's manager, indicated by the profile icon in the bottom-right
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corner of an appraisal card.
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- :guilabel:`Status banner`: the status of the appraisal. A banner appears if an appraisal is
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marked as either :guilabel:`Canceled` or :guilabel:`Done`. If no banner is present, that means the
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appraisal has not happened, or has not been scheduled yet.
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To view the details of any appraisal, click on the card to open the appraisal form.
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.. image:: appraisals/dashboard.png
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:align: center
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:alt: The Appraisals dashboard with each appraisal in its own box.
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New appraisal
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-------------
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To create a new appraisal, click the :guilabel:`New` button at the top of the :guilabel:`Appraisals`
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dashboard to load a blank appraisal form. Then, enter the following information on the form:
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- :guilabel:`Name`: enter the employee's name.
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- :guilabel:`Manager`: select the employee's manager from the drop-down menu. The manager is
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responsible for completing the :guilabel:`Manager's Feedback` section of the appraisal. This field
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auto-populates after the employee is selected, if they have a manager set on their employee
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profile.
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- :guilabel:`Appraisal Date`: the current date is automatically entered in this field. This field is
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automatically updated once the appraisal is completed or canceled, with the corresponding date of
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completion or cancellation.
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- :guilabel:`Department`: select the employee's department from the drop-down menu. This field
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auto-populates after the employee is selected, if they have a department set on their employee
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profile.
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- :guilabel:`Company`: select the employee's company from the drop-down menu. This field
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auto-populates after the employee is selected, if they have a company set on their employee
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profile.
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.. note::
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The only required fields for the appraisal form are the employee's :guilabel:`Name`, the
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:guilabel:`Manager`, and the :guilabel:`Company`.
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Once the form is complete, click the :guilabel:`Confirm` button to confirm the appraisal request.
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Once confirmed, the employee receives an email stating that an appraisal was requested, and is then
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prompted to schedule an appraisal date.
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The status changes to :guilabel:`Confirmed`, and the :guilabel:`Employee's Feedback` section of the
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:guilabel:`Appraisal` tab is grayed out. The information in that section only appears after the
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self-assessment is published by the employee. The :guilabel:`Final Rating` field also appears once
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the appraisal request is confirmed.
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If there are any existing appraisals for the employee, an :guilabel:`Appraisal` smart button appears
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at the top of the page, listing the total number of appraisals there are for the employee.
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Ask for feedback
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~~~~~~~~~~~~~~~~
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As part of the appraisal process, the manager can request feedback on an employee from anyone in the
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company. Feedback is usually requested from co-workers and other people who interact with, or work
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with, the employee. This is to get a more well-rounded view of the employee, and aid in the
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manager's overall assessment.
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To request feedback, the appraisal **must** be confirmed. Once confirmed, an :guilabel:`Ask
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Feedback` button appears at the top of the form.
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When the :guilabel:`Ask Feedback` button is clicked, an :guilabel:`Ask Feedback` email pop-up form
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appears, using the :guilabel:`Appraisal: Ask Feedback` email template, which sends the
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:guilabel:`360 Feedback` survey.
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Enter the employees being asked to complete the survey in the :guilabel:`Recipients` field. Multiple
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employees may be selected.
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The email template has dynamic placeholders to personalize the message. Add any additional text to
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the email, if desired.
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If required, an :guilabel:`Answer Deadline` can be added, as well.
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If any attachments are needed, click the :guilabel:`Attachments` button, and a file explorer window
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appears. Navigate to the file(s), select them, then click :guilabel:`Open`.
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When the email is ready to send, click :guilabel:`Send.`
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.. image:: appraisals/ask-feedback.png
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:align: center
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:alt: The email pop-up when requesting feedback from other employees.
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Appraisal form
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~~~~~~~~~~~~~~
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Once an appraisal is confirmed, the next steps are for the employee to fill out the self-assessment,
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after which the manager completes their assessment.
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.. _appraisals/employee-feedback:
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Employee's feedback
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*******************
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To complete their portion of feedback, employees should navigate to the main
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:menuselection:`Appraisals application` dashboard, where the only entries visible are appraisals for
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the employee, themselves, and/or anyone they manage and have to provide manager feedback for.
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Click on the appraisal to open the appraisal form. Enter responses in the :guilabel:`Employee's
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Feedback` section, under the :guilabel:`Appraisal` tab.
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When completed, click the :guilabel:`Not Visible to Manager` toggle (the default setting once an
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appraisal is confirmed). When clicked, the toggle changes to :guilabel:`Visible to Manager`.
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.. image:: appraisals/employee-feedback.png
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:align: center
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:alt: The feedback section for the employee with the toggle button highlighted.
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.. _appraisals/manager-feedback:
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Manager's feedback
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******************
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After the employee has completed the :guilabel:`Employee's Feedback` section, under the
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:guilabel:`Appraisal` tab, it is time for the manager to fill out the :guilabel:`Manager's Feedback`
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section.
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The manager enters their responses in the fields in the :ref:`same manner as the employee
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<appraisals/employee-feedback>`.
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When the feedback section is completed, click the :guilabel:`Not Visible to Employee` toggle (the
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default setting once an appraisal is confirmed). When clicked, the toggle changes to
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:guilabel:`Visible to Employee`.
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.. image:: appraisals/manager-feedback.png
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:align: center
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:alt: The feedback section for both employees and managers. The toggle buttons are highlighted.
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Skills tab
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~~~~~~~~~~
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Part of an appraisal is evaluating an employee's skills, and tracking their progress over time. The
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:guilabel:`Skills` tab of the appraisal form auto-populates with the skills from the :doc:`employee
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form <../hr/employees/new_employee>`, once an appraisal is confirmed.
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Each skill is grouped with like skills, and the :guilabel:`Skill Level`, :guilabel:`Progress`, and
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:guilabel:`Justification` are displayed for each skill.
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Update any skills, or add any new skills to the :guilabel:`Skills` tab.
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If a skill level has increased, a reason for the improved rating can be entered into the
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:guilabel:`Justification` field, such as `took a fluency language test` or `received Javascript
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certification`.
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Refer to the :ref:`Create a new employee <employees/skills>` document for detailed instructions on
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adding or updating a skill.
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After an appraisal is completed, and the skills have been updated, the next time an appraisal is
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confirmed, the updated skills populate the :guilabel:`Skills` tab.
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.. image:: appraisals/skills.png
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:align: center
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:alt: The skills tab of an appraisal form, all filled out.
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Private note tab
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~~~~~~~~~~~~~~~~
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If managers want to leave notes that are only visible to other managers, they can be entered in the
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:guilabel:`Private Note` tab. The employee being evaluated does **not** have access to this tab, and
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the tab does **not** appear on their appraisal.
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Schedule a meeting
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------------------
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Once both portions of an appraisal are completed (the :ref:`employee <appraisals/employee-feedback>`
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and :ref:`manager <appraisals/manager-feedback>` feedback sections), it is time for the employee and
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manager to meet and discuss the appraisal.
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A meeting can be scheduled in one of two ways: either from the *Appraisals* application dashboard,
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or from an individual appraisal card.
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To schedule an appraisal from the dashboard of the *Appraisals* application, first navigate to
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:menuselection:`Appraisals application --> Appraisals`.
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Click the :guilabel:`🕘 (clock)` icon, beneath the appraisal date on the desired appraisal card, and
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a :guilabel:`Schedule Activity` pop-up window appears. Then, click :guilabel:`+ Schedule an
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activity` to create a blank activity form.
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Select :guilabel:`Meeting` for the :guilabel:`Activity Type` from the drop-down menu. Doing so
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causes the form to change, so only the :guilabel:`Activity Type` and :guilabel:`Summary` fields
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appear.
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If scheduling an activity other than a meeting, such as a :guilabel:`Call` or a :guilabel:`To-Do`,
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the fields that appear on the :guilabel:`Schedule Activity` pop-up form change, accordingly.
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.. note::
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The :guilabel:`🕘 (clock)` icon may appear as a number of different icons, depending on what, if
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any, scheduled activities are in place, and the color represents their corresponding due dates.
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If no activities are scheduled, that is represented by a gray :guilabel:`🕘 (clock)` icon.
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However, if a specific activity is scheduled, the icon may appear as a :guilabel:`📞 (phone)`
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icon for a phone call, a :guilabel:`👥 (group of people)` icon for a meeting, and so on.
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The color of the icon indicates the status; a green icon means an activity is scheduled in the
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future, and a red icon means the activity is past due.
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For more details on activities, refer to the :doc:`../essentials/activities` document.
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.. image:: appraisals/activity-icons.png
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:align: center
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:alt: The appraisal cards with the various activity icons highlighted.
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Enter a brief description in the :guilabel:`Summary` field of the :guilabel:`Schedule Activity`
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pop-up window, such as `Annual Appraisal for (Employee)`.
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Next, click the :guilabel:`Open Calendar` button. From the calendar page that appears, navigate to,
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and double-click on, the desired date and time for the meeting.
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Doing so opens a :guilabel:`New Event` pop-up form. From this pop-up form, make any desired
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modifications, such as designating a :guilabel:`Start` time, or giving a :guilabel:`Name` to the
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meeting.
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Add the appraisee in the :guilabel:`Attendees` section, and include anyone else who should be in the
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meeting, if necessary.
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To make the meeting a video call, instead of an in-person meeting, click :guilabel:`+ Odoo meeting`,
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and a :guilabel:`Videocall URL` link appears in the field.
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Once all the desired changes are complete, click :guilabel:`Save & Close`.
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The meeting now appears on the calendar, and the invited parties are informed, via email.
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.. image:: appraisals/meeting.png
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:align: center
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:alt: The meeting form with all information entered for Ronnie Hart's annual appraisal.
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The other way to schedule a meeting is from the individual appraisal form. To do this, navigate to
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the :menuselection:`Appraisal application` dashboard, then click on an appraisal card.
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Next, click on the :guilabel:`Meeting` smart button, and the calendar loads. Follow the same
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directions above to create the meeting.
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.. note::
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If no meetings are scheduled, the :guilabel:`Meeting` smart button reads :guilabel:`No Meeting`.
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.. seealso::
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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/goals`
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- :doc:`appraisals/reporting`
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- :doc:`appraisals/reporting`
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.. toctree::
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.. toctree::
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:titlesonly:
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:titlesonly:
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appraisals/new_appraisals
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appraisals/goals
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appraisals/goals
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appraisals/reporting
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appraisals/reporting
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281
content/applications/hr/appraisals/new_appraisals.rst
Normal file
281
content/applications/hr/appraisals/new_appraisals.rst
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@ -0,0 +1,281 @@
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==============
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New appraisals
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==============
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To create a new appraisal for an employee, first navigate to the main *Appraisals* dashboard by
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opening the :menuselection:`Appraisals` app. The :guilabel:`Appraisals` dashboard is the default
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view.
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Appraisals dashboard
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====================
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All appraisals are displayed on the dashboard in a default Kanban view, with a list of groupings on
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the left side of the dashboard, including :guilabel:`COMPANY`, :guilabel:`DEPARTMENT`, and
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:guilabel:`STATUS`.
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Click any grouping option to view appraisals for **only** the chosen selection.
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.. note::
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Only groupings with multiple selections appear in the list. For example, if a database only has
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one company, the :guilabel:`COMPANY` grouping does **not** appear, since there is no other
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company to select.
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Each appraisal card displays the following information:
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- **Name**: the employee's name.
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- **Department**: the department the employee is associated with.
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- **Company**: the company the employee works for. This only appears in a multi-company
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database.
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- **Date**: the date the appraisal was requested, or is scheduled for in the future.
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- **Activities**: any :doc:`activities <../../essentials/activities>` that are scheduled for the
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appraisal, such as *Meetings* or *Phone Calls*.
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- **Manager**: the employee's manager, indicated by the profile icon in the bottom-right
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corner of an appraisal card.
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- **Status banner**: the status of the appraisal. A banner appears if an appraisal is marked as
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either *Canceled* or *Done*. If no banner is present, that means the appraisal has not happened,
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or has not been scheduled yet.
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To view the details of any appraisal, click on the card to open the appraisal form.
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.. image:: new_appraisals/dashboard.png
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:align: center
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:alt: The Appraisals dashboard with each appraisal in its own box.
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Create an appraisal
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===================
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To create a new appraisal, click the :guilabel:`New` button in the upper-left corner of the
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:guilabel:`Appraisals` dashboard. Doing so reveals a blank appraisal form. After entering a name in
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the first blank field, proceed to enter the following information on the form:
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- :guilabel:`Manager`: select the employee's manager from the drop-down menu. The manager is
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responsible for completing the *Manager's Feedback* section of the appraisal. This field
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auto-populates after the employee is selected, if they have a manager set on their employee
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profile.
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- :guilabel:`Appraisal Date`: the current date is automatically entered in this field. This field is
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automatically updated once the appraisal is completed or cancelled, with the corresponding date of
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completion or cancellation.
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- :guilabel:`Department`: select the employee's department from the drop-down menu. This field
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auto-populates after the employee is selected, if they have a department set on their employee
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profile.
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||||||
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- :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 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 :icon:`fa-paperclip` :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:: new_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 require 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:: new_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:: new_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 :ref:`employee
|
||||||
|
form <employees/skills>`, 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`.
|
||||||
|
|
||||||
|
.. seealso::
|
||||||
|
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:: new_appraisals/skills.png
|
||||||
|
:align: center
|
||||||
|
:alt: The skills tab of an appraisal form, all filled out.
|
||||||
|
|
||||||
|
.. note::
|
||||||
|
The :guilabel:`Skills` tab can be modified **after** the employee and their manager have met and
|
||||||
|
discussed the employee's appraisal.
|
||||||
|
|
||||||
|
This is a common situation as the manager may not have all the necessary information to properly
|
||||||
|
assess and update the employee's skills before meeting.
|
||||||
|
|
||||||
|
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. This can be done before or after meeting with the employee to discuss
|
||||||
|
the appraisal.
|
||||||
|
|
||||||
|
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 app --> Appraisals`.
|
||||||
|
|
||||||
|
Click the :icon:`fa-clock-o` :guilabel:`(clock)` icon, beneath the appraisal date on the desired
|
||||||
|
appraisal card, and a pop-up window appears. Then, click :icon:`fa-plus` :guilabel:`Schedule an
|
||||||
|
activity` to create an activity from a :guilabel:`Schedule Activity` pop-up form that appears.
|
||||||
|
|
||||||
|
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.
|
||||||
|
|
||||||
|
Enter a brief description in the :guilabel:`Summary` field of the :guilabel:`Schedule Activity`
|
||||||
|
pop-up form, 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 modifying the default
|
||||||
|
:guilabel:`Title` to the meeting.
|
||||||
|
|
||||||
|
Add the appraisee in the :guilabel:`Attendees` section, and include anyone else who should also be
|
||||||
|
in the meeting, if necessary.
|
||||||
|
|
||||||
|
To make the meeting a video call, instead of an in-person meeting, click :icon:`fa-plus`
|
||||||
|
: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:: new_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 app` dashboard, then click on an appraisal card.
|
||||||
|
|
||||||
|
Next, click on the :icon:`fa-calendar` :guilabel:`Meeting` smart button, and the calendar loads.
|
||||||
|
Follow the same directions above to create the meeting.
|
||||||
|
|
||||||
|
For more detailed information on how to schedule activities, refer to the :doc:`activities
|
||||||
|
<../../essentials/activities>` documentation.
|
||||||
|
|
||||||
|
.. note::
|
||||||
|
If no meetings are scheduled, the :guilabel:`Meeting` smart button reads :guilabel:`No Meeting`.
|
||||||
|
|
||||||
|
Complete an appraisal
|
||||||
|
=====================
|
||||||
|
|
||||||
|
After the appraisal is complete, and both the manager and employee have met to discuss the
|
||||||
|
appraisal, the appraisal can be marked as *Done*. When completed, click the :guilabel:`Mark as Done`
|
||||||
|
button on the appraisal form, located in the top-left corner.
|
||||||
|
|
||||||
|
Once the appraisal is marked as *Done*, the :guilabel:`Mark as Done` button disappears, and a
|
||||||
|
:guilabel:`Reopen` button appears.
|
||||||
|
|
||||||
|
.. tip::
|
||||||
|
Modifications are **not** possible once the appraisal is marked as done.
|
||||||
|
|
||||||
|
To make any changes to an appraisal that is marked as *Done*, click the :guilabel:`Reopen`
|
||||||
|
button.
|
||||||
|
|
||||||
|
Then, click the :guilabel:`Confirm` button that appears, and make any modifications needed. Once
|
||||||
|
all modifications are complete, click the the :guilabel:`Mark as Done` button again.
|
||||||
|
|
||||||
|
.. seealso::
|
||||||
|
- :doc:`../appraisals/goals`
|
||||||
|
- :doc:`../appraisals/reporting`
|
||||||
|
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|
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Loading…
Reference in New Issue
Block a user