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104 lines
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================
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Skills evolution
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================
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In Odoo's **Appraisals** app, it is possible to view employee's skills as they progress over time in
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the :ref:`Skills Evolution <appraisals/identify-skills-evolution>` report, also known as the
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*Appraisal Skills Report*.
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Managers can use this to see who is achieving their various skill goals set on their appraisals, who
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is meeting their skill deadlines, who has the highest performance in terms of skill development, and
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more.
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The *Skills Evolution* report also provides the ability to :ref:`search for employees with specific
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skills <appraisals/identify-skills>` at certain levels, which can be helpful for scenarios where
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specific skills are required.
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.. _appraisals/identify-skills-evolution:
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Skills evolution report
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=======================
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To access this *Skills Evolution* report, navigate to :menuselection:`Appraisals app --> Reporting
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--> Skills Evolution`.
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Doing so reveals the :guilabel:`Appraisal Skills Report` page, which displays a report of all
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skills, grouped by employee, in alphabetical order, by default.
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.. note::
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Skill levels are **only** updated after an appraisal is marked as done. Any skill level changes
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from ongoing appraisals that have **not** been finalized are **not** included in this report.
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All the :guilabel:`Employee` lines are expanded, with all the various skill types nested below. Each
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individual skill type is collapsed, by default. To view the individual skills contained within a
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skill type, click anywhere on the skill type line to expand the data.
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Each skill has the following information listed:
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- :guilabel:`Employee`: the 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*. Skills that have regressed appear in red, as
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*Regression*.
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This report can be modified to find specific information by adjusting the :ref:`filters
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<search/filters>` and :ref:`groupings <search/group>` set in the search bar at the top.
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.. image:: skills_evolution/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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.. _appraisals/identify-skills:
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Use case: Identify employees with specific skills
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=================================================
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Since the :guilabel:`Appraisal Skills Report` organizes all skills by employee, it can be difficult
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to find employees with a specific skill at a specific level. To find these employees, a custom
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filter must be used.
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In this example, the report is modified to show employees with an expert level of Javascript
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knowledge. To view only those employees, first remove all active filters in the search bar.
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Next, click the :icon:`fa-caret-down` :guilabel:`(down arrow)` icon in the search bar, then click
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:guilabel:`Add Custom Filter` beneath the :icon:`fa-filters` :guilabel:`Filters` column to load an
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:guilabel:`Add Custom Filter` pop-up window.
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Using the drop-down menu in the first field, select :guilabel:`Skill`. Then, keep the second field
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as-is, and select :guilabel:`Javascript` from the third drop-down menu in the third field.
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Next, click :guilabel:`New Rule`, and another line appears. In this second line, select
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:guilabel:`Current Skill Level` for the first drop-down field, leave the second field as-is, then
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select :guilabel:`Expert` 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. Click
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the :icon:`fa-caret-down` :guilabel:`(down arrow)` icon after the word :guilabel:`any`, and select
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:guilabel:`all`.
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Finally, click the :guilabel:`Add` button.
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.. image:: skills_evolution/javascript.png
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:align: center
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:alt: The Custom Filter pop-up with the parameters set.
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Now, only employees that have an :guilabel:`Expert` level for the skill :guilabel:`Javascript`
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appear. In this example, only :guilabel:`Marc Demo` meets these criteria.
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.. image:: skills_evolution/results.png
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:align: center
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:alt: The employees with expert Javascript skills.
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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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