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[IMP] Appraisals - Update templates
closes odoo/documentation#16422 Signed-off-by: Lara Martini (larm) <larm@odoo.com>
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@@ -5,10 +5,10 @@ Appraisal templates
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.. |5-stars| replace:: :icon:`fa-star-o` :icon:`fa-star-o` :icon:`fa-star-o` :icon:`fa-star-o`
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:icon:`fa-star-o`
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The **Appraisals** app uses a preconfigured default template, which is general enough to be
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applicable to all employees. If desired, the default template :ref:`can be modified
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<appraisals/modify-template>`, or, if different templates are needed, such as department-specific
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appraisal templates, new templates :ref:`can be created <appraisals/create-template>`.
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The **Appraisals** app uses a preconfigured default template that is general enough to apply to all
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employees. If desired, the default template :ref:`can be modified <appraisals/modify-template>`. If
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different templates are needed, such as department-specific appraisal templates, new templates
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:ref:`can be created <appraisals/create-template>`.
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.. _appraisals/modify-template:
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@@ -18,8 +18,8 @@ Modify appraisal templates
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If needed, changes can be made to the default template. To view the default template, navigate to
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:menuselection:`Appraisals app --> Configuration --> Appraisal Templates`.
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The default template appears in a list view, named :guilabel:`Default Template`. Click on the
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template to view the template details. Make any desired changes to the template.
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The default template appears in a list view, named :guilabel:`Default`. Click the template to view
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its details. Make any desired changes to the template.
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The default template consists of the following questions:
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@@ -32,48 +32,50 @@ The default template consists of the following questions:
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* - **My work**
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**What are my best achievement(s) since my last appraisal?**
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**What are my most important achievements since my last appraisal?**
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*Describe something that made you proud, a piece of work positive for the company.*
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*Describe something you are proud of — work that had a positive impact on the company.*
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**What has been the most challenging aspect of my work this past year and why?**
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**What has been the most challenging aspect of my work this past year, and why?**
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*Did you face new difficulties? Did you confront yourself to new obstacles?*
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*Did you face any new difficulties or unexpected obstacles?*
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**What would I need to improve my work?**
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**What do I need to improve my work?**
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*How can the company help you with your needs and objectives so you can reach your goals and
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foster better collaboration.*
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*How can the company support your needs and objectives to help you reach your goals and
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foster better collaboration?*
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**My future**
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**What are my short and long-term goals with the company, and for my career?**
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**What are my short-and-long-term goals with the company and for my career?**
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- *Give an example of a short-term objective (< 6 months)*
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- *Give an example of a long-term objective (> 6 months)*
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- *Provide a short-term objective (within the next 6 months).*
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- *Provide a long-term objective (beyond 6 months).*
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**Which parts of my job do I most / least enjoy?**
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**Which parts of my job do I enjoy the most? Which do I enjoy the least?**
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*Every job has strong points - which tasks do you enjoy the most and the least?*
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*Every job has its strong points. In your opinion, which tasks do you enjoy the most and
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which the least?*
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**My feelings**
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**How do I feel about the company...**
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- Culture/Behavior: |5-stars|
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- Company culture and values: |5-stars|
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- Internal Communication: |5-stars|
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**How do I feel about my own...**
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**How do I feel about my own role?**
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- Job content: |5-stars|
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- Work organization: |5-stars|
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- Remuneration: |5-stars|
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- Compensation: |5-stars|
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- **Feedback**
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**Give one positive achievement that convinced you of the employee's value.**
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*Some achievements that illustrate their strengths in addressing job challenges.*
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*Mention any achievements that demonstrate their strengths in handling work-related
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challenges.*
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**Evaluation**
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@@ -86,7 +88,7 @@ The default template consists of the following questions:
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+---------------------+-----------+
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| *Autonomy* | |5-stars| |
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+---------------------+-----------+
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| *Pro-activity* | |5-stars| |
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| *Proactivity* | |5-stars| |
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+---------------------+-----------+
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**Improvements**
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@@ -97,39 +99,42 @@ The default template consists of the following questions:
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**Short term (6-months) actions / decisions / objectives**
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*Do you need a rapid response to the current situation?*
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*Do you need a rapid response to address the current situation?*
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**Long term (> 6 months) career discussion, where does the employee want to go, how can you
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help them reach this path?**
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**Long term (> 6 months) career discussion: Where does the employee want to go, and how can
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you help them reach that goal?**
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*How do you see the employee's future - does your vision align with their aspirations?*
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*How do you see the employee in the future? Does your vision align with the employee's
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goals?*
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.. _appraisals/create-template:
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Create appraisal templates
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==========================
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Large companies with many departments may prefer department-specific appraisal templates, instead of
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using a default universal template. Creating and using department-specific templates can be helpful
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if specific feedback is needed.
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Large companies with many departments may prefer department-specific appraisal templates rather than
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a universal default template. Creating and using department-specific templates can be helpful if
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specific feedback is needed.
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.. example::
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An appliance repair company has two main types of employees, office workers who handle
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administrative tasks and scheduling, and repair technicians who work in the field, performing
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repairs at customers' homes.
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An appliance repair company has two main types of employees: office workers who handle
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administrative tasks and scheduling, and field repair technicians who perform repairs at
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customers' homes.
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This type of company may create two different appraisal templates, one for the office workers,
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and one for the on-site repair technicians.
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This type of company may create two different appraisal templates, one for the office workers and
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one for the on-site repair technicians.
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To create a new appraisal template, click the :guilabel:`New` button in the upper-left corner. Next,
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:doc:`configure the appraisal <../../marketing/surveys/create>` by adding questions to the template.
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To create a new appraisal template, navigate to :menuselection:`Appraisals app --> Configuration -->
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Appraisal Templates` and click the :guilabel:`New` button in the upper-left corner. Next, configure
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the appraisal by :doc:`adding questions to the template using the rich-text editor
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<../../essentials/html_editor>`.
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Additionally, a new appraisal template can be created by duplicating the default template, and
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making modifications to the copy. To duplicate the template, navigate to :menuselection:`Appraisals
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app --> Configuration --> Appraisal Templates`, then click on the template being duplicated. Click
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the :icon:`fa-gear` :guilabel:`(Actions)` icon, then click :icon:`fa-clone` :guilabel:`Duplicate`.
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Additionally, a new appraisal template can be created by duplicating the default template and
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modifying the copy. To duplicate the template, navigate to :menuselection:`Appraisals app -->
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Configuration --> Appraisal Templates`, then click on the template being duplicated. Click the
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:icon:`fa-gear` :guilabel:`(Actions)` icon, then click :icon:`fa-clone` :guilabel:`Duplicate`.
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First, change the name of the template, then make any desired changes to the template.
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First, rename the template, then make any desired changes.
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.. important::
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Appraisal templates are housed in the **Surveys** app. Any appraisal template created *in* the
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