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54 changes: 2 additions & 52 deletions content/applications/hr/appraisals.rst
Original file line number Diff line number Diff line change
Expand Up @@ -78,62 +78,11 @@ of a rating, and drag the rating to the desired position on the list.
: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/schedule_appraisals`
- :doc:`appraisals/new_appraisals`
- :doc:`appraisals/appraisal_templates`
- :doc:`appraisals/360`
- :doc:`appraisals/goals`
- :doc:`appraisals/appraisal_analysis`
- :doc:`appraisals/skills_evolution`
Expand All @@ -144,6 +93,7 @@ document.
appraisals/schedule_appraisals
appraisals/new_appraisals
appraisals/appraisal_templates
appraisals/360
appraisals/goals
appraisals/appraisal_analysis
appraisals/skills_evolution
85 changes: 85 additions & 0 deletions content/applications/hr/appraisals/360.rst
Original file line number Diff line number Diff line change
@@ -0,0 +1,85 @@
============
360 Feedback
============

Odoo's **Appraisals** app lets managers gather feedback on their direct reports from anyone in the
company. Input from colleagues gives managers a fuller view of each employee's strengths, growth
areas, and collaboration skills.

.. _appraisals/360-dashboard:

360 feedback dashboard
======================

The :guilabel:`360 Feedback` section displays information for all the surveys configured for the
**Appraisals** app. To view the surveys and their statistics, navigate to :menuselection:`Appraisals
app --> Configuration --> 360 Feedback`.

.. image:: 360/survey-list.png
:alt: A list view of all available surveys in the Appraisals application.

Each appraisal, or survey, is presented on its own line on the :guilabel:`360 Feedback` dashboard,
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.
- :guilabel:`Certified`: if the survey is for a certification, the percentage of users who have
passed the certification.

Each appraisal row offers two actions:

- :guilabel:`Test`: Opens the appraisal in a new tab to preview the questions without submitting
answers. Close the tab to return to the list, or click :icon:`oi-arrow-right` :guilabel:`Go to
Survey`/:guilabel:`Go to Appraisal` for the full form.
- :guilabel:`See Results`: :ref:`View response analytics <appraisals/360-view-results>`.

.. _appraisals/360-request-feedback:

Request feedback
================

To request feedback from a colleague, navigate to the **Appraisals** app, and click on the appraisal
card to open it.

Click the :guilabel:`Ask Feedback` button, and an :guilabel:`Ask Feedback` email pop-up window
appears, using the :guilabel:`Appraisal: Ask Feedback` email template.

First, using the drop-down menu, select the employees being asked to provide feedback in the
:guilabel:`Recipients` field. Multiple employees may be selected. Next, make any desired changes to
the default message, and attach any relevant documents.

The :guilabel:`Answer Deadline` date is automatically set to the day after the :guilabel:`Appraisal
Date` on the appraisal form. Using the calendar selector, modify the date, if desired.

Click :guilabel:`Send`, and the feedback requests are sent to the specified employees.

.. image:: 360/ask-feedback.png
:alt: The email pop-up when requesting feedback from other employees.

.. _appraisals/360-view-results:

View results
============

To view the results from everyone who has completed a survey, click the :guilabel:`See Results`
button at the end of the corresponding survey line in the :ref:`360 Feedback dashboard
<appraisals/360-dashboard>`. 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 save a PDF version of the survey results, click the :icon:`fa-print` :guilabel:`(Print)` icon at
the top of the page. 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. 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.
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24 changes: 3 additions & 21 deletions content/applications/hr/appraisals/new_appraisals.rst
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Expand Up @@ -109,8 +109,9 @@ and their responses are then visible to the employee.
Ask for feedback
----------------

As part of the appraisal process, the manager can request feedback for an employee from anyone in
the company about an employee. In Odoo, this is referred to as *360 Feedback*.
As part of the appraisal process, the manager can :ref:`request feedback for an employee
<appraisals/360-request-feedback>` from anyone in the company about an employee. In Odoo, this is
referred to as *360 Feedback*.

Feedback is requested from coworkers and anyone else who works with the employee. This is to get a
more well-rounded view of the employee, and aid in the manager's overall assessment.
Expand All @@ -119,25 +120,6 @@ more well-rounded view of the employee, and aid in the manager's overall assessm
To request feedback, the appraisal **must** be confirmed. Once confirmed, an :guilabel:`Ask
Feedback` button appears in the upper-left corner of the form.

To request feedback from a colleague, click the :guilabel:`Ask Feedback` button, and an
:guilabel:`Ask Feedback` email pop-up window appears, using the :guilabel:`Appraisal: Ask Feedback`
email template.

First, using the drop-down menu, select the employees being asked to provide feedback in the
:guilabel:`Recipients` field. Multiple employees may be selected. Next, make any desired changes to
the default message, and attach any relevant documents. To attach a document, click the
:icon:`fa-paperclip` :guilabel:`Attachments` button, and a file explorer window appears. Navigate to
the files, select them, then click :guilabel:`Open`.

The :guilabel:`Answer Deadline` date is automatically set to the day after the :guilabel:`Appraisal
Date` on the appraisal form. Using the calendar selector, modify the date, if desired.

When the email is ready to send, click :guilabel:`Send`, and the feedback requests are sent to the
specified employees.

.. image:: new_appraisals/ask-feedback.png
:alt: The email pop-up when requesting feedback from other employees.

.. _appraisals/review:

Appraisal review
Expand Down