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[ADD] Appraisals: 360 Feedback #13373
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============ | ||
360 Feedback | ||
============ | ||
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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. | ||
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.. _appraisals/360-dashboard: | ||
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360 feedback dashboard | ||
====================== | ||
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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`. | ||
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.. image:: 360/survey-list.png | ||
:alt: A list view of all available surveys in the Appraisals application. | ||
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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. | ||
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Each appraisal includes the following information: | ||
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- :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. | ||
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Each appraisal row offers two actions: | ||
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- :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>`. | ||
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.. _appraisals/360-request-feedback: | ||
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Request feedback | ||
================ | ||
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To request feedback from a colleague, navigate to the **Appraisals** app, and click on the appraisal | ||
card to open it. | ||
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Click the :guilabel:`Ask Feedback` button, and an :guilabel:`Ask Feedback` email pop-up window | ||
appears, using the :guilabel:`Appraisal: Ask Feedback` email template. | ||
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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. | ||
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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. | ||
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Click :guilabel:`Send`, and the feedback requests are sent to the specified employees. | ||
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.. image:: 360/ask-feedback.png | ||
:alt: The email pop-up when requesting feedback from other employees. | ||
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.. _appraisals/360-view-results: | ||
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View results | ||
============ | ||
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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. | ||
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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. | ||
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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. | ||
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For more information on how to create a survey, refer to the :doc:`../../marketing/surveys/create` | ||
document. |
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