diff --git a/content/applications/hr/appraisals.rst b/content/applications/hr/appraisals.rst index b915e3bda..160efd485 100644 --- a/content/applications/hr/appraisals.rst +++ b/content/applications/hr/appraisals.rst @@ -174,6 +174,7 @@ document. - :doc:`appraisals/new_appraisals` - :doc:`appraisals/goals` - :doc:`appraisals/appraisal_analysis` + - :doc:`appraisals/skills_evolution` .. toctree:: :titlesonly: @@ -181,3 +182,4 @@ document. appraisals/new_appraisals appraisals/goals appraisals/appraisal_analysis + appraisals/skills_evolution diff --git a/content/applications/hr/appraisals/new_appraisals.rst b/content/applications/hr/appraisals/new_appraisals.rst index 79da2cbec..8a2686352 100644 --- a/content/applications/hr/appraisals/new_appraisals.rst +++ b/content/applications/hr/appraisals/new_appraisals.rst @@ -24,13 +24,12 @@ Each appraisal card displays the following information: - **Name**: the employee's name. - **Department**: the department the employee is associated with. -- **Company**: the company the employee works for. This only appears in a multi-company - database. +- **Company**: the company the employee works for. This only appears in a multi-company database. - **Date**: the date the appraisal was requested, or is scheduled for in the future. - **Activities**: any :doc:`activities <../../essentials/activities>` that are scheduled for the appraisal, such as *Meetings* or *Phone Calls*. -- **Manager**: the employee's manager, indicated by the profile icon in the bottom-right - corner of an appraisal card. +- **Manager**: the employee's manager, indicated by the profile icon in the bottom-right corner of + an appraisal card. - **Status banner**: the status of the appraisal. A banner appears if an appraisal is marked as either *Canceled* or *Done*. If no banner is present, that means the appraisal has not happened, or has not been scheduled yet. @@ -274,8 +273,9 @@ Once the appraisal is marked as *Done*, the :guilabel:`Mark as Done` button disa 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. + all modifications are complete, click the :guilabel:`Mark as Done` button again. .. seealso:: - :doc:`../appraisals/goals` - :doc:`../appraisals/appraisal_analysis` + - :doc:`../appraisals/skills_evolution` diff --git a/content/applications/hr/appraisals/skills_evolution.rst b/content/applications/hr/appraisals/skills_evolution.rst new file mode 100644 index 000000000..8ee9eaf57 --- /dev/null +++ b/content/applications/hr/appraisals/skills_evolution.rst @@ -0,0 +1,103 @@ +================ +Skills evolution +================ + +In Odoo's **Appraisals** app, it is possible to view employee's skills as they progress over time in +the :ref:`Skills Evolution ` report, also known as the +*Appraisal Skills Report*. + +Managers can use this to see who is achieving their various skill goals set on their appraisals, who +is meeting their skill deadlines, who has the highest performance in terms of skill development, and +more. + +The *Skills Evolution* report also provides the ability to :ref:`search for employees with specific +skills ` at certain levels, which can be helpful for scenarios where +specific skills are required. + +.. _appraisals/identify-skills-evolution: + +Skills evolution report +======================= + +To access this *Skills Evolution* report, navigate to :menuselection:`Appraisals app --> Reporting +--> Skills Evolution`. + +Doing so reveals the :guilabel:`Appraisal Skills Report` page, which displays a report of all +skills, grouped by employee, in alphabetical order, by default. + +.. note:: + Skill levels are **only** updated after an appraisal is marked as done. Any skill level changes + from ongoing appraisals that have **not** been finalized are **not** included in this report. + +All the :guilabel:`Employee` lines are expanded, with all the various skill types nested below. Each +individual skill type is collapsed, by default. To view the individual skills contained within a +skill type, click anywhere on the skill type line to expand the data. + +Each skill has the following information listed: + +- :guilabel:`Employee`: the name of the employee. +- :guilabel:`Skill Type`: the category the skill falls under. +- :guilabel:`Skill`: the specific, individual skill. +- :guilabel:`Previous Skill Level`: the level the employee had previously achieved for the skill. +- :guilabel:`Previous Skill Progress`: the previous percentage of competency achieved for the skill + (based on the :guilabel:`Skill Level`). +- :guilabel:`Current Skill Level`: the current level the employee has achieved for the skill. +- :guilabel:`Current Skill Progress`: the current percentage of competency achieved for the skill. +- :guilabel:`Justification`: any notes entered on the skill, explaining the progress. + +The color of the skill text indicates any changes from the previous appraisal. Skill levels that +have increased since the last appraisal appear in green, as an *Improvement*. Skill levels that have +**not** changed appear in black, as *No Change*. Skills that have regressed appear in red, as +*Regression*. + +This report can be modified to find specific information by adjusting the :ref:`filters +` and :ref:`groupings ` set in the search bar at the top. + +.. image:: skills_evolution/skills-report.png + :align: center + :alt: A report showing all the skills grouped by employee. + +.. _appraisals/identify-skills: + +Use case: Identify employees with specific skills +================================================= + +Since the :guilabel:`Appraisal Skills Report` organizes all skills by employee, it can be difficult +to find employees with a specific skill at a specific level. To find these employees, a custom +filter must be used. + +In this example, the report is modified to show employees with an expert level of Javascript +knowledge. To view only those employees, first remove all active filters in the search bar. + +Next, click the :icon:`fa-caret-down` :guilabel:`(down arrow)` icon in the search bar, then click +:guilabel:`Add Custom Filter` beneath the :icon:`fa-filters` :guilabel:`Filters` column to load an +:guilabel:`Add Custom Filter` pop-up window. + +Using the drop-down menu in the first field, select :guilabel:`Skill`. Then, keep the second field +as-is, and select :guilabel:`Javascript` from the third drop-down menu in the third field. + +Next, click :guilabel:`New Rule`, and another line appears. In this second line, select +:guilabel:`Current Skill Level` for the first drop-down field, leave the second field as-is, then +select :guilabel:`Expert` for the third drop-down field. + +After the :guilabel:`New Rule` button is clicked, the word :guilabel:`"any"` in the sentence +:guilabel:`Match any of the following rules:`, changes from plain text into a drop-down menu. Click +the :icon:`fa-caret-down` :guilabel:`(down arrow)` icon after the word :guilabel:`any`, and select +:guilabel:`all`. + +Finally, click the :guilabel:`Add` button. + +.. image:: skills_evolution/javascript.png + :align: center + :alt: The Custom Filter pop-up with the parameters set. + +Now, only employees that have an :guilabel:`Expert` level for the skill :guilabel:`Javascript` +appear. In this example, only :guilabel:`Marc Demo` meets these criteria. + +.. image:: skills_evolution/results.png + :align: center + :alt: The employees with expert Javascript skills. + +.. seealso:: + - :doc:`Odoo essentials reporting <../../essentials/reporting>` + - :doc:`../../essentials/search` diff --git a/content/applications/hr/appraisals/skills_evolution/javascript.png b/content/applications/hr/appraisals/skills_evolution/javascript.png new file mode 100644 index 000000000..066e64dc0 Binary files /dev/null and b/content/applications/hr/appraisals/skills_evolution/javascript.png differ diff --git a/content/applications/hr/appraisals/skills_evolution/results.png b/content/applications/hr/appraisals/skills_evolution/results.png new file mode 100644 index 000000000..d17de7bf2 Binary files /dev/null and b/content/applications/hr/appraisals/skills_evolution/results.png differ diff --git a/content/applications/hr/appraisals/skills_evolution/skills-report.png b/content/applications/hr/appraisals/skills_evolution/skills-report.png new file mode 100644 index 000000000..0ef468e75 Binary files /dev/null and b/content/applications/hr/appraisals/skills_evolution/skills-report.png differ