
closes odoo/documentation#11100
X-original-commit: 1e39d90420
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Lara Martini (larm) <larm@odoo.com>
186 lines
7.8 KiB
ReStructuredText
186 lines
7.8 KiB
ReStructuredText
:show-content:
|
|
|
|
==========
|
|
Appraisals
|
|
==========
|
|
|
|
In Odoo, the *Appraisals* application can be used to evaluate employee performance on a recurring
|
|
basis. Managers can evaluate the performance of their employees, and also allow employees to do a
|
|
self-assessment of their own. Appraisals are customizable, and can be set for any kind of schedule
|
|
desired.
|
|
|
|
Appraisals give employees valuable feedback, including actionable goals to work toward, and
|
|
measurable skills to improve upon. Additionally, appraisals may form the basis for raises,
|
|
promotions, and other benefits.
|
|
|
|
Regular appraisals are good for both the employees and the company, since they can accurately
|
|
measure performance based on company goals, and show employees where they need to improve.
|
|
|
|
Configuration
|
|
=============
|
|
|
|
The :guilabel:`Configuration` menu in the *Appraisals* application is where the settings can be
|
|
configured, feedback templates can be edited, frequencies can be set, evaluation scales can be
|
|
managed, data for 360 feedback can be stored, and goal tags can be viewed/created.
|
|
|
|
Settings
|
|
--------
|
|
|
|
To access the *Settings* menu, navigate to :menuselection:`Appraisals application --> Configuration
|
|
--> Settings`.
|
|
|
|
Feedback templates
|
|
~~~~~~~~~~~~~~~~~~
|
|
|
|
Feedback templates are form outlines used during an employee appraisal. Any edits made to a template
|
|
are, ultimately, reflected in the appraisals sent to employees.
|
|
|
|
There are two default templates pre-configured in Odoo *Appraisals*: one for employee feedback, and
|
|
one for manager feedback. Each contains several sections, along with questions, and brief
|
|
explanations for how to respond to the questions.
|
|
|
|
The :guilabel:`Employee Feedback Template` has the following sections: :guilabel:`My work`,
|
|
:guilabel:`My future`, and :guilabel:`My feelings`.
|
|
|
|
The :guilabel:`Manager Feedback Template` has the following sections: :guilabel:`Feedback`,
|
|
:guilabel:`Evaluation`, and :guilabel:`Improvements`.
|
|
|
|
Any desired changes to the default feedback templates can be made by making changes directly in each
|
|
template.
|
|
|
|
Appraisals
|
|
~~~~~~~~~~
|
|
|
|
The :guilabel:`Appraisals` section of the settings menu determines the frequency that appraisals are
|
|
performed, and if it is possible to request additional feedback.
|
|
|
|
.. image:: appraisals/appraisals-setting.png
|
|
:align: center
|
|
:alt: The appraisals sections with the timeline filled in and 360 feedback enabled.
|
|
|
|
.. _appraisals/appraisal-plan:
|
|
|
|
Appraisals plans
|
|
****************
|
|
|
|
By default, appraisals are pre-configured to be automatically created six months after an employee
|
|
is hired, with a second appraisal exactly six months after that.
|
|
|
|
Once those two initial appraisals have been completed in the employee's first year, following
|
|
appraisals are only created once a year (every twelve months).
|
|
|
|
To modify this schedule, change the number of months in the blank fields under the
|
|
:guilabel:`Appraisals Plans` section.
|
|
|
|
.. important::
|
|
If the :guilabel:`Appraisals Plans` section is modified, **all** empty :guilabel:`Next Appraisal
|
|
Dates` are modified for **all** employees.
|
|
|
|
360 feedback
|
|
************
|
|
|
|
The :guilabel:`360 Feedback` option can be enabled to allow managers to request feedback from other
|
|
employees using a different survey form, at any time, independent of the appraisal schedule.
|
|
|
|
Typically, managers ask for feedback from other people who work with an employee they manage. This
|
|
includes the employee's various managers, peers, and direct reports.
|
|
|
|
To view the :guilabel:`360 Feedback` survey, click the :guilabel:`→ Internal link` icon at the end
|
|
of the :guilabel:`Default Template` field. The :guilabel:`360 Feedback` survey loads, and any
|
|
desired changes to the survey can be made.
|
|
|
|
For more information on how to edit a survey, refer to the :doc:`../marketing/surveys/create`
|
|
document.
|
|
|
|
.. important::
|
|
The :guilabel:`360 Feedback` form is a pre-configured survey within the *Surveys* application. In
|
|
order to use the :guilabel:`360 Feedback` option, including the ability to edit the survey, the
|
|
*Surveys* application **must** be installed.
|
|
|
|
Evaluation scale
|
|
----------------
|
|
|
|
On each employee appraisal form, final rating options appear by default. To view and edit these
|
|
options, navigate to :menuselection:`Appraisals application --> Configuration --> Evaluation Scale`.
|
|
This presents the ratings in a list view.
|
|
|
|
The pre-configured ratings are :guilabel:`Needs Improvement`, :guilabel:`Meets Expectations`,
|
|
:guilabel:`Exceeds Expectations`, and :guilabel:`Strongly Exceeds Expectations`. To add another
|
|
rating, click the :guilabel:`New` button.
|
|
|
|
When the :guilabel:`New` button is clicked on the :guilabel:`Evaluation Scale` page, a blank line
|
|
appears at the bottom of the list. Enter the name of the rating in the field.
|
|
|
|
To rearrange the order of the ratings, click the :guilabel:`(six small gray boxes)` icon to the left
|
|
of a rating, and drag the rating to the desired position on the list.
|
|
|
|
.. image:: appraisals/evaluation-scale.png
|
|
:align: center
|
|
:alt: The evaluation scale, with the new button and click and drag icons highlighted.
|
|
|
|
360 feedback
|
|
------------
|
|
|
|
The :guilabel:`360 Feedback` section displays information for all the surveys currently configured
|
|
in the *Appraisals* application. To view the surveys, and their statistics, navigate to
|
|
:menuselection:`Appraisals application --> Configuration --> 360 Feedback`.
|
|
|
|
.. image:: appraisals/survey-list.png
|
|
:align: center
|
|
:alt: A list view of all available surveys in the Appraisals application.
|
|
|
|
Each appraisal (or survey) is presented in its own line on the :guilabel:`360 Feedback` page, along
|
|
with various information related to that particular appraisal.
|
|
|
|
Each appraisal includes the following information:
|
|
|
|
- :guilabel:`Survey Name`: the name of the specific survey.
|
|
- :guilabel:`Responsible`: the employee responsible for the survey, including the month and year
|
|
they were given that designation.
|
|
- :guilabel:`Questions`: the number of questions in that particular survey.
|
|
- :guilabel:`Average Duration`: the average time a user spends completing the survey.
|
|
- :guilabel:`Registered`: the number of people who have been sent the survey.
|
|
- :guilabel:`Completed`: the number of people who have completed the survey.
|
|
|
|
Each appraisal also has two buttons at the end of each line: a :guilabel:`Test` button and a
|
|
:guilabel:`See Results` button.
|
|
|
|
To see what an appraisal looks like for the end user (i.e. an employee), click the :guilabel:`Test`
|
|
button, and the appraisal loads in a new browser tab. The entire appraisal loads, and can be clicked
|
|
through without having to enter any answers.
|
|
|
|
To exit, close the tab. Or, click :guilabel:`This is a Test Survey. → Edit Survey` at the top of the
|
|
page to be taken to the detail form for that particular survey.
|
|
|
|
To view the results from everyone who completed an appraisal, click the :guilabel:`See Results`
|
|
button. This presents all the answers for the survey in a new tab. Each question provides
|
|
information on how many people responded to a question, and how many people skipped it. All answers
|
|
for each question are visible.
|
|
|
|
To exit, close the tab. Or, click :guilabel:`→ Edit Survey` at the top of the page to be taken to
|
|
the detail form for that particular survey.
|
|
|
|
In addition to viewing the responses from past appraisals and surveys, new surveys can also be
|
|
created from the :guilabel:`360 Feedback` page. Simply click the :guilabel:`New` button in the
|
|
top-left of the page to create a new survey.
|
|
|
|
For more information on how to create a survey, refer to the :doc:`../marketing/surveys/create`
|
|
document.
|
|
|
|
.. note::
|
|
In previous versions of Odoo, this section was referred to as :guilabel:`Surveys`.
|
|
|
|
.. seealso::
|
|
- :doc:`appraisals/new_appraisals`
|
|
- :doc:`appraisals/goals`
|
|
- :doc:`appraisals/appraisal_analysis`
|
|
- :doc:`appraisals/skills_evolution`
|
|
|
|
.. toctree::
|
|
:titlesonly:
|
|
|
|
appraisals/new_appraisals
|
|
appraisals/goals
|
|
appraisals/appraisal_analysis
|
|
appraisals/skills_evolution
|