116 lines
5.6 KiB
ReStructuredText
116 lines
5.6 KiB
ReStructuredText
==================
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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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