diff --git a/content/applications/hr/appraisals.rst b/content/applications/hr/appraisals.rst index cd7642fe2e..070d158c7d 100644 --- a/content/applications/hr/appraisals.rst +++ b/content/applications/hr/appraisals.rst @@ -1,94 +1,10 @@ -:show-content: +:nosearch: ========== Appraisals ========== -Configuration -============= - -The :guilabel:`Configuration` menu in the *Appraisals* application is where the settings can be -configured, feedback templates can be edited, 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. - -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. - -.. 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` - .. toctree:: - :titlesonly: appraisals/schedule_appraisals appraisals/new_appraisals