diff --git a/content/applications/hr/appraisals/new_appraisals.rst b/content/applications/hr/appraisals/new_appraisals.rst index 3139a1bbd5..4774b6a6c1 100644 --- a/content/applications/hr/appraisals/new_appraisals.rst +++ b/content/applications/hr/appraisals/new_appraisals.rst @@ -6,8 +6,8 @@ This guide explains the end-to-end appraisal workflow in Odoo, from creation to showing how managers and employees collaborate at each stage. - :ref:`Employee self-assessment `: The employee completes the - Employee's Feedback template and updates their skills. Responses remain hidden until the employee - sets the form to *Visible to Manager*. + *Employee's Feedback* template and updates their skills. Responses remain hidden until the + employee sets the form to *Visible to Manager*. - :ref:`Manager feedback `: While the employee works on their section, the manager reviews goals, gathers peer input if needed, and fills out the *Manager's Feedback* template. Feedback can remain hidden until the appraisal meeting. @@ -15,8 +15,8 @@ showing how managers and employees collaborate at each stage. sections, validate skill changes, and agree on next steps. The meeting can be scheduled directly from the appraisal or the calendar. - :ref:`Completion and rating `: After the discussion, the manager assigns a - final rating, adds any private notes, and marks the appraisal Done. The record then locks unless - it is reopened for further edits. + final rating, adds any private notes, and marks the appraisal as done. The record then locks + unless it is reopened for further edits. Throughout the process, optional actions, such as requesting peer feedback or logging private manager notes, enhance the appraisal's accuracy and relevance. @@ -35,46 +35,23 @@ Once an appraisal is confirmed, the employee is required to fill out the self-as After the employee receives a notification via email that an appraisal is confirmed and scheduled, they are requested to fill out their half of the default appraisal template, and update any skills. -Employee's can click on the link in the confirmation email to navigate to the appraisal, or they -can open their appraisal in the **Appraisals** app. To do this, open the **Appraisals** app, then -click on the appraisal card. +Employees can click on the link in the confirmation email to navigate to the appraisal, or they can +open their appraisal in the **Appraisals** app. To do this, open the **Appraisals** app, then click +on the appraisal card. The :guilabel:`Employee's Feedback` half of the template includes the following sections: :guilabel:`My work`, :guilabel:`My future`, and :guilabel:`My feelings`. Each of these sections consists of several questions for the employee to answer, allowing the employee to perform a self-assessment, and provide feedback on how they feel about the company and their role. -Employee skills ---------------- - -After completing the :ref:`Employee's Feedback ` section in the -:guilabel:`Appraisal` tab, the employee next updates their skills in the :guilabel:`Skills` tab. - -Any skills that were present on the employee's record when the appraisal was confirmed, appear in -this tab. If a :guilabel:`Skill Level` has changed since the last appraisal, the level must be -updated. - -.. note:: - The :guilabel:`Skills` tab does not appear on the appraisal until the appraisal is confirmed. - -Click on the :guilabel:`Skill Level` for the skill that has changed, revealing a drop-down of all -available levels. Click on the new level for the skill. Once selected, the :guilabel:`Progress` -field updates accordingly. Next, click into the :guilabel:`Justification` field for the skill, and -enter any relevant details explaining the change. This field is not necessary, but may aid -management when reviewing the employee's skills. - Complete the self-assessment ---------------------------- The employee feedback remains hidden from management while the employee is performing their self-assessment. Once the employee has completed their half of the appraisal, and updated any -skills, they tick the gray :guilabel:`Not Visible to Manager` toggle. This changes the toggle text -to :guilabel:`Visible to Manager`, the color changes to green, and their responses are then visible -to management. - -Additionally, a green dot appears on the appraisal card on the **Appraisals** app dashboard, -indicating the employee has completed their assessment, and marked their half of the appraisal as -done. +skills, they click the gray :guilabel:`Private` toggle. This changes the toggle text to +:guilabel:`Shared to Appraisers`, the color changes to green, and their responses are then visible +to the appraisers. .. _appraisals/manager-feedback: @@ -84,9 +61,18 @@ Manager feedback While the employee is completing their :guilabel:`Employee's Feedback` section, the manager fills out the :guilabel:`Manager's Feedback` section. -Before the manager fills out their portion of the appraisal, managers typically review the -employee's goals and skills, and ask for :ref:`additional feedback ` from -the employee's coworkers, to better understand all the achievements and challenges for the employee. +.. note:: + Multiple appraisers can be selected in the :guilabel:`Appraisers` field in the top half of the + appraisal form. Anyone added as an appraiser is able to review the appraisal and populate the + :guilabel:`Manager's Feedback` section. + + Typically, managers conduct appraisals with their employees, one on one. Some cases may require + more than one appraiser, such as an annual review for an upper management position, or for an + employee being promoted. + +Before the manager fills out their portion of the appraisal, managers typically ask for +:ref:`additional feedback ` from the employee's coworkers, to better +understand all the achievements and challenges for the employee. Once the manager has all the information they need to evaluate the employee, they fill out the :guilabel:`Manager's Feedback` section of the appraisal form. The manager's half has the following @@ -96,9 +82,9 @@ The manager's appraisal focuses on the employee's accomplishments, as well as id improvements, with actionable steps to help the employee achieve their goals in both the long and short term. -When the feedback section is completed, the manager can tick the :guilabel:`Not Visible to Employee` -toggle. This changes the toggle text to :guilabel:`Visible to Employee`, the color changes to green, -and their responses are then visible to the employee. +When the feedback section is completed, the manager clicks the :guilabel:`Private` toggle. This +changes the toggle text to :guilabel:`Shared to Employee`, the color changes to green, and their +responses are then visible to the employee. .. note:: Some managers prefer to keep their feedback hidden from the employee until they :ref:`meet with @@ -133,80 +119,78 @@ During the appraisal meeting, the manager reviews both the :ref:`Employee's Feed ` section as well as their own :ref:`Manager feedback `. -Additionally, the employee's :ref:`skills ` and :doc:`goals ` -are reviewed at this time, and updated as needed. +Additionally, the employee's :ref:`skills ` and :doc:`goals ` are reviewed +at this time, and updated as needed. .. _appraisals/schedule: Schedule appraisal review ------------------------- -A meeting can be scheduled in one of two ways: either from the **Appraisals** app dashboard, or from -an individual appraisal card. +Meetings to review appraisals are scheduled from the individual appraisal Kanban card. -To schedule an appraisal from the dashboard of the **Appraisals** app, first navigate to -:menuselection:`Appraisals app --> Appraisals`. +To schedule an appraisal, navigate to :menuselection:`Appraisals app --> Appraisals`, and click on +the desired Kanban card. -Click the activity icon beneath the appraisal date on the desired appraisal card, and an activity -pop-up window appears. Click :icon:`fa-plus` :guilabel:`Schedule an activity`, and set the -:guilabel:`Activity Type`` to :guilabel:`Meeting`. For more information on scheduling activities, -refer to the :ref:`activities documentation `. +Click the :guilabel:`Schedule Meeting` button, and the :guilabel:`Meetings` dashboard loads. +Navigate to the desired date using the calendar on the right side, then click on the desired time on +the calendar. This opens a *New Event* pop-up window. -Doing so opens a :guilabel:`New Event` pop-up form. From this pop-up form, make any desired -modifications, such as designating a :guilabel:`Start` time. +The :icon:`fa-tag` :guilabel:`(Title)` field is populated with `Appraisal of (Employee Name)`, and +the date and time populate the :icon:`fa-clock-o` :guilabel:`(Dates)` fields. The employee and +appraisers populate the :icon:`fa-user` :guilabel:`(Participants)` field by default. Add anyone else +who should be in the meeting, if necessary. -The employee populates the :guilabel:`Attendees` section by default. Add anyone else who should be -in the meeting, if necessary. +Add a :icon:`fa-map` :guilabel:`(Location)` if desired. This can be more detailed, such as `Main +Conference Room`. To make the meeting a video call, instead of an in-person meeting, click :icon:`fa-plus` -:guilabel:`Odoo meeting`, and a :guilabel:`Videocall URL` link appears in the field. +:guilabel:`Video`, and a :icon:`fa-video-camera` :guilabel:`(Videocall URL)` link appears. -Once all the desired changes are complete, click :guilabel:`Save & Close`. +Set the :icon:`fa-lock` :guilabel:`(Visibility)` using the drop-down menu. The options are either +:guilabel:`Private`, :guilabel:`Public`, or :guilabel:`Only internal users`. -The meeting now appears on the calendar, and the invited parties are informed, via email. +Any notes or additional information can be added in the :icon:`fa-sticky-note` :guilabel:`(Notes)` +line. + +Once all the desired changes are complete, click :guilabel:`Save`. The meeting now appears on the +calendar, and the invited parties are informed, via email. .. image:: new_appraisals/meeting.png :alt: The meeting form with all information entered for Ronnie Hart's annual appraisal. -The other way to schedule a meeting is from the individual appraisal form. To do this, navigate to -the :menuselection:`Appraisal app` dashboard, then click on an appraisal card. - -Next, click on the :icon:`fa-calendar` :guilabel:`Meeting` smart button, and the calendar loads. -Follow the same directions above to create the meeting. - -For more detailed information on how to schedule activities, refer to the :doc:`activities -<../../essentials/activities>` documentation. - -.. note:: - If no meetings are scheduled, the :guilabel:`Meeting` smart button reads :guilabel:`No Meeting`. - .. _appraisals/skills: Review employee skills ---------------------- -Part of an appraisal is evaluating an employee's skills, and tracking their progress over time. The -:guilabel:`Skills` tab of the appraisal form auto-populates with the skills from the :ref:`employee -form `, once an appraisal is confirmed. +Part of an appraisal is evaluating an employee's skills and tracking their progress over time. Once +an appraisal is confirmed, the *Skills* tab of the appraisal form auto-populates with the skills +from the :ref:`employee form `. Additionally, if the :guilabel:`Target Job` field +is populated, the corresponding skills and expected levels also appear in the *Skills* tab. The +target level for each skill appears in red in the :guilabel:`Job Target` column. -Each skill is grouped with like skills, and the :guilabel:`Skill Level`, :guilabel:`Progress`, and -:guilabel:`Justification` are displayed for each skill. +Each skill is grouped with like skills, and the :guilabel:`Skill Level`, :guilabel:`Current` +progress, and :guilabel:`Justification` are displayed for each skill. -:ref:`Update any skills, or add any new skills ` to the :guilabel:`Skills` tab. - -If a skill level has increased, enter a reason for the improved rating in the -:guilabel:`Justification` field, such as `took a fluency language test` or `received Javascript -certification`. - -After an appraisal is completed, and the skills have been updated, the next time an appraisal is -confirmed, the updated skills populate the :guilabel:`Skills` tab. +If a :guilabel:`Skill Level` has changed since the last appraisal, the level must be updated. .. note:: - The :guilabel:`Skills` tab *can* be modified **after** the employee and their manager have met - and discussed the employee's appraisal. + The *Skills* tab does not appear on the appraisal until the appraisal is confirmed. - This is a common situation as the manager may not have all the necessary information to assess - and update the employee's skills before meeting. +Click on the :guilabel:`Skill Level` for the skill that has changed, revealing a dropdown of all +available levels. Click on the new level for the skill. Once selected, the :guilabel:`Current` field +updates accordingly. Next, click into the :guilabel:`Justification` field for the skill, and enter +any relevant details explaining the change, such as `took a fluency language test` or `received +Javascript certification`. + +If necessary, :ref:`add any new skills ` for the employee. + +After the appraisal is completed and the skills have been updated, the next time an appraisal is +confirmed, the updated skills populate the *Skills* tab. + +.. note:: + The *Skills* tab can be modified at any time. .. _appraisals/complete: @@ -224,11 +208,10 @@ Once the appraisal is marked as *Done*, the status changes from :guilabel:`Confi :guilabel:`Done`, and the :guilabel:`Mark as Done` button changes to a :guilabel:`Reopen` button. .. tip:: - Modifications are **not** possible once the appraisal is marked as done. - - To make any changes to an appraisal with a status of :guilabel:`Done`, click the - :guilabel:`Reopen` button, then, click :guilabel:`Confirm`, and make any modifications needed. - Once all modifications are complete, click the :guilabel:`Mark as Done` button again. + When an appraisal is marked as done, it is locked and modifications are not possible. To make any + changes to an appraisal with a status of :guilabel:`Done`, click the :guilabel:`Reopen` button, + then make any needed modifications. Once all modifications are complete, click the + :guilabel:`Mark as Done` button again. .. _appraisals/notes: @@ -236,7 +219,7 @@ Add a private note ------------------ Managers can log notes on an appraisal that are **only** visible to other managers. Enter any notes -in the :guilabel:`Private Note` tab. This can be done anytime during the appraisal process. +in the *Private Note* tab. This can be done anytime during the appraisal process. The employee being evaluated does **not** have access to this tab, and the tab does **not** appear on their appraisal. @@ -252,8 +235,8 @@ After both the manager and employee have met to discuss the employee's performan must be given a :guilabel:`Final Rating`. Using the drop-down menu, select the rating for the employee. The default options are: -:guilabel:`Needs improvement`, :guilabel:`Meets expectations`, :guilabel:`Exceeds expectations`, -:guilabel:`Strongly Exceeds Expectations`, and :guilabel:`Good`. +:guilabel:`Needs improvement`, :guilabel:`Meets expectations`, :guilabel:`Exceeds expectations`, and +:guilabel:`Strongly Exceeds Expectations`. To add a new rating, navigate to :menuselection:`Appraisals app --> Configuration --> Evaluation Scale`. The default ratings are presented in a list view. To add a new rating, click the diff --git a/content/applications/hr/appraisals/new_appraisals/meeting.png b/content/applications/hr/appraisals/new_appraisals/meeting.png index f06289f054..cfb2e2bba4 100644 Binary files a/content/applications/hr/appraisals/new_appraisals/meeting.png and b/content/applications/hr/appraisals/new_appraisals/meeting.png differ