diff --git a/content/applications/hr/appraisals.rst b/content/applications/hr/appraisals.rst index bd8870dcde..9f3ff42dd4 100644 --- a/content/applications/hr/appraisals.rst +++ b/content/applications/hr/appraisals.rst @@ -4,33 +4,21 @@ 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. +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. @@ -48,36 +36,8 @@ The :guilabel:`Manager Feedback Template` has the following sections: :guilabel: 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. @@ -98,7 +58,7 @@ document. *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`. @@ -119,7 +79,7 @@ of a rating, and drag the rating to the desired position on the list. :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 @@ -171,6 +131,7 @@ document. 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/goals` @@ -180,6 +141,7 @@ document. .. toctree:: :titlesonly: + appraisals/schedule_appraisals appraisals/new_appraisals appraisals/appraisal_templates appraisals/goals diff --git a/content/applications/hr/appraisals/schedule_appraisals.rst b/content/applications/hr/appraisals/schedule_appraisals.rst new file mode 100644 index 0000000000..4dcf56cfca --- /dev/null +++ b/content/applications/hr/appraisals/schedule_appraisals.rst @@ -0,0 +1,92 @@ +=================== +Schedule appraisals +=================== + +Odoo's **Appraisals** app helps managers run recurring performance reviews. Each review can include +a self-assessment and can follow any schedule the company sets. + +Regular appraisals turn day-to-day work into clear goals and measurable skill targets. They also +supply the objective evidence HR needs for raises or promotions, and keep individual performance +aligned with company KPIs. + +Reviews can be :ref:`scheduled automatically ` through an :ref:`appraisal plan +` that triggers evaluations at set intervals, or :ref:`created manually +` whenever needed—such as before a promotion or department transfer. + +.. _appraisals/auto: + +Automatic scheduling +==================== + +To ensure no appraisal is missed, enable automatic scheduling by going to :menuselection:`Appraisals +app --> Configuration --> Settings`. + +The :guilabel:`Appraisals Plan` settings determines the frequency that appraisals are scheduled. + +.. image:: schedule_appraisals/appraisals-setting.png + :alt: The appraisals sections with the timeline filled in and 360 feedback enabled. + +.. _appraisals/appraisal-plan: + +Appraisals plans +---------------- + +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. + +.. important:: + Changing the :guilabel:`Appraisals Plans` field updates **every** employee record whose + :guilabel:`Next Appraisal Dates` is empty. + +Appraisals automation +--------------------- + +Tick the checkbox next to :guilabel:`Appraisals Automation` to have Odoo automatically schedule +*and* confirm appraisals. + +Appraisals are scheduled according to the :ref:`appraisal plan `. + +.. _appraisals/manual: + +Manually schedule an appraisal +============================== + +Managers can schedule an appraisal at any time, outside the regular cycle. + +For example, if an employee is promoted, or transfers to a new role or a new department, an +appraisal is scheduled to assess performance in the current role. + +To create a new appraisal, open the :menuselection:`Appraisals` app, and click the :guilabel:`New` +button in the upper-left corner. This opens a blank :guilabel:`Appraisals` form. + +First, using the drop-down menu, select the employee being evaluated, in the first field on the +form. Once an employee is selected, the employee's :guilabel:`Manager`, :guilabel:`Job Position`, +and :guilabel:`Department` fields are populated according to the information on the employee record. + +The current date populates the :guilabel:`Appraisal Date` field, which is the date the appraisal is +scheduled to be completed. Using the calendar selector, adjust the date, if desired. This field is +typically updated when the manager submits their final rating at the end of the appraisal process. + +If there is an :ref:`appraisal plan ` configured, the :guilabel:`Next +Appraisal Date` field displays :guilabel:`Ongoing`. This indicates that the following appraisal will +be scheduled according to the appraisal schedule. Once the appraisal is marked as complete, the +:guilabel:`Next Appraisal Date` is updated with the date of the next appraisal. + +Last, select the desired :guilabel:`Appraisal Template`. The :guilabel:`Default Template` populates +this field, by default, and is created when the **Appraisals** app is installed. Using the drop-down +menu, select a different template, if desired. + +Once the information in the top-half of the :guilabel:`Appraisals` form is complete, click the +:guilabel:`Confirm` button in the upper-left corner, and the appraisal is scheduled, and the +employee is notified. + +Once the appraisal is confirmed, both the employee and manager can start to fill out the appraisal. + +.. image:: schedule_appraisals/new-appraisal.png + :alt: A new appraisal form with the top half filled out. diff --git a/content/applications/hr/appraisals/appraisals-setting.png b/content/applications/hr/appraisals/schedule_appraisals/appraisals-setting.png similarity index 100% rename from content/applications/hr/appraisals/appraisals-setting.png rename to content/applications/hr/appraisals/schedule_appraisals/appraisals-setting.png diff --git a/content/applications/hr/appraisals/schedule_appraisals/new-appraisal.png b/content/applications/hr/appraisals/schedule_appraisals/new-appraisal.png new file mode 100644 index 0000000000..f6d71bca3e Binary files /dev/null and b/content/applications/hr/appraisals/schedule_appraisals/new-appraisal.png differ