[IMP] Appraisals - Update templates

closes odoo/documentation#16422

Signed-off-by: Lara Martini (larm) <larm@odoo.com>
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larm-odoo
2026-02-13 19:37:13 -05:00
parent 8049862f45
commit 66fe8f4365

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@@ -5,10 +5,10 @@ Appraisal templates
.. |5-stars| replace:: :icon:`fa-star-o` :icon:`fa-star-o` :icon:`fa-star-o` :icon:`fa-star-o`
:icon:`fa-star-o`
The **Appraisals** app uses a preconfigured default template, which is general enough to be
applicable to all employees. If desired, the default template :ref:`can be modified
<appraisals/modify-template>`, or, if different templates are needed, such as department-specific
appraisal templates, new templates :ref:`can be created <appraisals/create-template>`.
The **Appraisals** app uses a preconfigured default template that is general enough to apply to all
employees. If desired, the default template :ref:`can be modified <appraisals/modify-template>`. If
different templates are needed, such as department-specific appraisal templates, new templates
:ref:`can be created <appraisals/create-template>`.
.. _appraisals/modify-template:
@@ -18,8 +18,8 @@ Modify appraisal templates
If needed, changes can be made to the default template. To view the default template, navigate to
:menuselection:`Appraisals app --> Configuration --> Appraisal Templates`.
The default template appears in a list view, named :guilabel:`Default Template`. Click on the
template to view the template details. Make any desired changes to the template.
The default template appears in a list view, named :guilabel:`Default`. Click the template to view
its details. Make any desired changes to the template.
The default template consists of the following questions:
@@ -32,48 +32,50 @@ The default template consists of the following questions:
* - **My work**
**What are my best achievement(s) since my last appraisal?**
**What are my most important achievements since my last appraisal?**
*Describe something that made you proud, a piece of work positive for the company.*
*Describe something you are proud of work that had a positive impact on the company.*
**What has been the most challenging aspect of my work this past year and why?**
**What has been the most challenging aspect of my work this past year, and why?**
*Did you face new difficulties? Did you confront yourself to new obstacles?*
*Did you face any new difficulties or unexpected obstacles?*
**What would I need to improve my work?**
**What do I need to improve my work?**
*How can the company help you with your needs and objectives so you can reach your goals and
foster better collaboration.*
*How can the company support your needs and objectives to help you reach your goals and
foster better collaboration?*
**My future**
**What are my short and long-term goals with the company, and for my career?**
**What are my short-and-long-term goals with the company and for my career?**
- *Give an example of a short-term objective (< 6 months)*
- *Give an example of a long-term objective (> 6 months)*
- *Provide a short-term objective (within the next 6 months).*
- *Provide a long-term objective (beyond 6 months).*
**Which parts of my job do I most / least enjoy?**
**Which parts of my job do I enjoy the most? Which do I enjoy the least?**
*Every job has strong points - which tasks do you enjoy the most and the least?*
*Every job has its strong points. In your opinion, which tasks do you enjoy the most and
which the least?*
**My feelings**
**How do I feel about the company...**
- Culture/Behavior: |5-stars|
- Company culture and values: |5-stars|
- Internal Communication: |5-stars|
**How do I feel about my own...**
**How do I feel about my own role?**
- Job content: |5-stars|
- Work organization: |5-stars|
- Remuneration: |5-stars|
- Compensation: |5-stars|
- **Feedback**
**Give one positive achievement that convinced you of the employee's value.**
*Some achievements that illustrate their strengths in addressing job challenges.*
*Mention any achievements that demonstrate their strengths in handling work-related
challenges.*
**Evaluation**
@@ -86,7 +88,7 @@ The default template consists of the following questions:
+---------------------+-----------+
| *Autonomy* | |5-stars| |
+---------------------+-----------+
| *Pro-activity* | |5-stars| |
| *Proactivity* | |5-stars| |
+---------------------+-----------+
**Improvements**
@@ -97,39 +99,42 @@ The default template consists of the following questions:
**Short term (6-months) actions / decisions / objectives**
*Do you need a rapid response to the current situation?*
*Do you need a rapid response to address the current situation?*
**Long term (> 6 months) career discussion, where does the employee want to go, how can you
help them reach this path?**
**Long term (> 6 months) career discussion: Where does the employee want to go, and how can
you help them reach that goal?**
*How do you see the employee's future - does your vision align with their aspirations?*
*How do you see the employee in the future? Does your vision align with the employee's
goals?*
.. _appraisals/create-template:
Create appraisal templates
==========================
Large companies with many departments may prefer department-specific appraisal templates, instead of
using a default universal template. Creating and using department-specific templates can be helpful
if specific feedback is needed.
Large companies with many departments may prefer department-specific appraisal templates rather than
a universal default template. Creating and using department-specific templates can be helpful if
specific feedback is needed.
.. example::
An appliance repair company has two main types of employees, office workers who handle
administrative tasks and scheduling, and repair technicians who work in the field, performing
repairs at customers' homes.
An appliance repair company has two main types of employees: office workers who handle
administrative tasks and scheduling, and field repair technicians who perform repairs at
customers' homes.
This type of company may create two different appraisal templates, one for the office workers,
and one for the on-site repair technicians.
This type of company may create two different appraisal templates, one for the office workers and
one for the on-site repair technicians.
To create a new appraisal template, click the :guilabel:`New` button in the upper-left corner. Next,
:doc:`configure the appraisal <../../marketing/surveys/create>` by adding questions to the template.
To create a new appraisal template, navigate to :menuselection:`Appraisals app --> Configuration -->
Appraisal Templates` and click the :guilabel:`New` button in the upper-left corner. Next, configure
the appraisal by :doc:`adding questions to the template using the rich-text editor
<../../essentials/html_editor>`.
Additionally, a new appraisal template can be created by duplicating the default template, and
making modifications to the copy. To duplicate the template, navigate to :menuselection:`Appraisals
app --> Configuration --> Appraisal Templates`, then click on the template being duplicated. Click
the :icon:`fa-gear` :guilabel:`(Actions)` icon, then click :icon:`fa-clone` :guilabel:`Duplicate`.
Additionally, a new appraisal template can be created by duplicating the default template and
modifying the copy. To duplicate the template, navigate to :menuselection:`Appraisals app -->
Configuration --> Appraisal Templates`, then click on the template being duplicated. Click the
:icon:`fa-gear` :guilabel:`(Actions)` icon, then click :icon:`fa-clone` :guilabel:`Duplicate`.
First, change the name of the template, then make any desired changes to the template.
First, rename the template, then make any desired changes.
.. important::
Appraisal templates are housed in the **Surveys** app. Any appraisal template created *in* the