[IMP] Appraisals: Update main doc

content/applications/hr/appraisals.rst

@@ -4,10 +4,9 @@
 Appraisals
 ==========
 
-In Odoo, the *Appraisals* application can be used to evaluate employee performance on a recurring
+In Odoo, the **Appraisals** application is 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.
+self-assessment of their own. Appraisals are customizable, and can be set for any desired schedule.
 
 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,
@@ -16,121 +15,119 @@ 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 various settings are
+configured, frequencies are set, appraisal templates are edited, evaluation scales are managed, data
+for 360 feedback is stored, skills are managed, and goal tags are created.
 
-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.
+.. important::
+   When the **Appraisals** app is installed, the **Employees** app is also installed, as appraisals
+   are dependant on employees, and the app cannot work without the **Employees** app.
 
 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.
+To access the *Settings* menu, navigate to :menuselection:`Appraisals app --> Configuration
+--> Settings`. First, using the drop-down menu, select the :guilabel:`Default Template` used for all
+employee appraisals.
 
-.. image:: appraisals/appraisals-setting.png
-   :align: center
-   :alt: The appraisals sections with the timeline filled in and 360 feedback enabled.
+Feedback templates are form outlines used during an employee appraisal. One template comes
+preconfigured with the **Appraisals** app, named :guilabel:`Default Template`.
 
 .. _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.
+The :guilabel:`Appraisals Plans` section of the settings menu determines the frequency appraisals
+are performed, whether appraisals are scheduled automatically, and if it is possible to request
+additional feedback.
+
+By default, appraisals are preconfigured 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.
 
+To have appraisals automatically scheduled *and* confirmed according to the schedule, tick the
+checkbox next to :guilabel:`Appraisals Automation`.
+
 .. 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
+Enable the :guilabel:`360 Feedback` option 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.
+includes the employee's various managers, coworkers, and direct reports.
+
+By default, the preconfigured :guilabel:`360 Feedback` populates the :guilabel:`Default Template`
+field.
 
-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.
+To view the :guilabel:`360 Feedback` survey, click the :icon:`oi-arrow-right` :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 are then made.
 
 For more information on how to edit a survey, refer to the :doc:`../marketing/surveys/create`
 document.
 
+.. image:: appraisals/appraisal-settings.png
+   :alt: The various configured settings for the Appraisals app.
+
 .. 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.
+   The :guilabel:`360 Feedback` form is a preconfigured 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
-----------------
+Appraisal templates
+===================
 
-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.
+To view available appraisal templates and make any desired modifications, navigate to
+:menuselection:`Appraisals app --> Configuration --> Appraisal Templates`. Only one appraisal
+template comes preconfigured in Odoo's **Appraisals** app, the :guilabel:`Default Template`.
+
+Click on the template to view the template details. The :guilabel:`Default Template` contains
+several sections, along with questions, and brief explanations for how to respond to the questions.
+
+The :guilabel:`Employee Feedback` section has the following sections: :guilabel:`My work`,
+:guilabel:`My future`, and :guilabel:`My feelings`.
 
-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.
+The :guilabel:`Manager Feedback` side has the following sections: :guilabel:`Feedback`,
+:guilabel:`Evaluation`, and :guilabel:`Improvements`.
+
+Make any desired modifications directly in the template. Any edits made to the template are,
+ultimately, reflected in the appraisals sent to employees.
 
-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.
+Evaluation scale
+================
+
+On each employee appraisal form, final rating options appear by default. To view and edit these
+options, navigate to :menuselection:`Appraisals app --> Configuration --> Evaluation Scale`. This
+presents the ratings in a list view.
 
-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.
+The preconfigured ratings are :guilabel:`Needs Improvement`, :guilabel:`Meets Expectations`,
+:guilabel:`Exceeds Expectations`, :guilabel:`Strongly Exceeds Expectations`, and :guilabel:`Good`.
+To add another rating, click the :guilabel:`New` button, and a blank line appears at the bottom of
+the list. Enter the name of the rating in the field.
 
-.. image:: appraisals/evaluation-scale.png
-   :align: center
-   :alt: The evaluation scale, with the new button and click and drag icons highlighted.
+.. note::
+   If in a multi-company environment, a :guilabel:`Company` column also appears.
 
 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`.
+in the **Appraisals** application. To view the surveys, and their statistics, navigate to
+:menuselection:`Appraisals app --> 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 (or survey) is presented in its own line on the :guilabel:`360 Feedback` dashboard,
+along with various information related to each particular appraisal.
 
 Each appraisal includes the following information:
 
@@ -143,33 +140,51 @@ Each appraisal includes the following information:
 - :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.
+: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.
+through without having to enter any answers. To exit, close the tab.
 
 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.
+for each question are visible. To exit, close the tab.
 
 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.
+created from the :guilabel:`360 Feedback` page. Click the :guilabel:`New` button in the top-left
+corner 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`.
 
+Skills type
+===========
+
+An employee's progress is reflected not only in their appraisals, but through specific :doc:`goals
+<appraisals/goals>`. These goals can be reviewed independently, or concurrent with an appraisal.
+
+Goals can be based on specific skills, or independently. To view the currently configured skills,
+navigate to :menuselection:`Appraisals app --> Configuration --> Skills Type`. This list is
+identical to the skills in the *8Employees** app, and can be modified either here in the
+**Appraisals** app, or in the :ref:`Employees app <employees/skill-types>`.
+
+Tags
+====
+
+Tags are used when creating an employee :doc:`goals <appraisals/goals>`, to classify goals for
+reporting purposes. To view the preconfigured tags, navigate to :menuselection:`Appraisals app -->
+Configuration --> Tags`.
+
+The default tags are: :guilabel:`External`, :guilabel:`Hard Skills`, :guilabel:`Internal`,
+:guilabel:`Programming`, :guilabel:`Soft Skills`, and :guilabel:`Training`.
+
+To add a new tag, click the :guilabel:`New` button in the upper-left corner. Enter the new tag in
+the blank field that appears at the bottom of the list.
+
 .. seealso::
    - :doc:`appraisals/new_appraisals`
    - :doc:`appraisals/goals`