From 66fe8f4365fbd657f5354c6b24d540921ba4fb16 Mon Sep 17 00:00:00 2001 From: larm-odoo Date: Fri, 13 Feb 2026 19:37:13 -0500 Subject: [PATCH] [IMP] Appraisals - Update templates closes odoo/documentation#16422 Signed-off-by: Lara Martini (larm) --- .../hr/appraisals/appraisal_templates.rst | 89 ++++++++++--------- 1 file changed, 47 insertions(+), 42 deletions(-) diff --git a/content/applications/hr/appraisals/appraisal_templates.rst b/content/applications/hr/appraisals/appraisal_templates.rst index c6904a45d6..488cee5fb1 100644 --- a/content/applications/hr/appraisals/appraisal_templates.rst +++ b/content/applications/hr/appraisals/appraisal_templates.rst @@ -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 -`, or, if different templates are needed, such as department-specific -appraisal templates, new templates :ref:`can be created `. +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 `. If +different templates are needed, such as department-specific appraisal templates, new templates +:ref:`can be created `. .. _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