3.8 KiB
Goals
The Odoo Appraisals application allows managers to set goals for their employees. That way, employees know what to work toward before their next review.
To view all goals, navigate to {menuselection}Appraisals app --> Goals. This presents all the
goals for every employee, in a default Kanban view.
(appraisals-goal-card)=
Each goal card contains the following information:
- {guilabel}
Goal: the name of the goal. - {guilabel}
Employee: the employee the goal is assigned to. - {icon}
fa-clock-o{guilabel}(clock)icon: displays the corresponding {doc}activity icon <../../essentials/activities>for the record. If no activities are scheduled, the default icon is the {icon}fa-clock-o{guilabel}(clock). If any activities have been scheduled, the icon represents the activity scheduled soonest. - {guilabel}
Deadline: the due date for the goal. - {guilabel}
Progress: the percentage of competency set for the goal. The options are {guilabel}0%, {guilabel}25%, {guilabel}50%, {guilabel}75%, or {guilabel}100%. - {guilabel}
Employee Icon: the profile icon of the employee the goal is assigned to.
If a goal is completed, a {guilabel}Done banner appears in the top-right corner of the goal card.
:align: center
:alt: The goals Kanban view, with nine goal cards.
:::{note} Every individual goal requires its own record for each employee. If multiple employees have the same goal, a goal card for each employee appears on the list.
For example, if Bob and Sara have the same goal of Typing, two cards appear in the Kanban view:
one Typing goal for Bob, and another Typing goal for Sara.
:::
New goal
To create a new goal, navigate to {menuselection}Appraisals app --> Goals, and click
{guilabel}New top-left corner to open a blank goal form.
Input the {guilabel}Goal, {guilabel}Employee, {guilabel}Progress, and {guilabel}Deadline,
information on the goal card, as discussed in the {ref}goal card <appraisals/goal-card> section of
this document.
The information requested is all the same information that appears on the goal card in the Kanban
view, with the addition of a {guilabel}Tags field and a {guilabel}Description tab.
:::{tip}
The Appraisals application does not have any pre-configured tags, so all tags need to be
added. To add a tag, enter the name of the tag on the line, then click {guilabel}Create "(tag)". Repeat this for all tags that need to be added.
:::
The current user populates the {guilabel}Employee field, by default, and the {guilabel}Manager
field populates with the manager set on the employee profile.
Make any necessary changes to the form, and add any notes that might be useful to clarify the goal
in the {guilabel}Description tab.
:align: center
:alt: A goal form filled out for a Python skill, set to 50% proficiency.
Completed goals
When a goal has been met, it is important to update the record. A goal can be marked as Done in
one of two ways: from the main {guilabel}Goals dashboard, or from the individual goal card.
To mark a goal as Done from the main {guilabel}Goals dashboard, click on the
{icon}fa-ellipsis-v {guilabel}(vertical ellipsis) icon in the top-right of a goal card.
:::{note}
The {icon}fa-ellipsis-v {guilabel}(vertical ellipsis) icon only appears when the mouse
hovers over the top-right corner of a goal card.
:::
Then, click {guilabel}Mark as Done from the resulting drop-down menu. A green {guilabel}Done
banner appears in the top-right corner of the goal card.
To mark a goal as Done from the goal card itself, click on a goal card to open that goal's form.
Then, click the {guilabel}Mark as Done button in the top-left of the form. When clicked, a green
{guilabel}Done banner appears in the top-right corner of the goal form.