[ADD] Employees - eLearning

closes odoo/documentation#16265

Signed-off-by: Lara Martini (larm) <larm@odoo.com>

content/applications/hr/employees.rst

@@ -7,10 +7,11 @@ Employees
 Odoo **Employees** centralizes :doc:`personnel files <employees/new_employee>`, employment
 :doc:`contracts <payroll/contracts>`, and :doc:`departmental hierarchies <employees/departments>` in
 one system. In addition, each employee record tracks :doc:`certifications
-<employees/certifications>` and training, earned :doc:`badges <employees/badges>`, and all assigned
-:doc:`equipment <employees/equipment>`. Customizable :doc:`onboarding <employees/onboarding>` and
-:doc:`offboarding <employees/offboarding>` programs ensure all employees are trained and ready for
-work, and all required steps are taken when they leave.
+<employees/certifications>` and :doc:`training <employees/learning>`, earned :doc:`badges
+<employees/badges>`, and all assigned :doc:`equipment <employees/equipment>`. Customizable
+:doc:`onboarding <employees/onboarding>` and :doc:`offboarding <employees/offboarding>` programs
+ensure all employees are trained and ready for work, and all required steps are taken when they
+leave.
 
 Properly configuring the settings in the **Employees** app ensures the dashboard shows each
 employee's real-time attendance and work location—data that drives payroll accuracy, capacity
@@ -33,6 +34,11 @@ planning, and compliance reporting.
 
       Create and manage the departments employees are a part of.
 
+   .. card:: Learning
+      :target: employees/learning
+
+      Create and manage virtual and in-person employee training.
+
    .. card:: Contracts
       :target: payroll/contracts
 
@@ -141,6 +147,7 @@ This field only appears if the **Salary Configurator** module is installed.
    employees/new_employee
    employees/onboarding
    employees/departments
+   employees/learning
    employees/certifications
    employees/badges
    employees/equipment

content/applications/hr/employees/learning.rst

@@ -0,0 +1,157 @@
+========
+Learning
+========
+
+The **Employees** app tracks two kinds of learning: virtual :ref:`eLearning <employees/elearning>`
+courses, or :ref:`onsite <employees/onsite>` in-person training. Both certifications and training
+attendance records are kept in the **Employees** app, and all completed courses and certifications
+are logged in the *Resume* tab of each :ref:`employee record <employees/resume>`.
+
+.. _employees/elearning:
+
+eLearning
+=========
+
+To train employees using eLearning courses, the **eLearning** app must be :ref:`installed
+<general/install>`.
+
+.. tip::
+   Courses can be :ref:`created <employees/create>` either through the **Employees** app *or* the
+   **eLearning** app.
+
+First, navigate to :menuselection:`Employees app --> Learning --> eLearning`, and the
+:guilabel:`eLearning Courses` dashboard loads. All currently configured courses appear in a list
+view. Each course displays the following information:
+
+- :guilabel:`Name`: The name of the course.
+- :guilabel:`Tags`: Add relevant tags, such as level, topic, etc.
+- :guilabel:`Responsible`: The user responsible for the course, including inviting participants and
+  updating the course as needed. The creator of the course does **not** have to be the
+  :guilabel:`Responsible` person.
+- :guilabel:`Course Type`: This field determines the format of the course. The two available options
+  are:
+
+  - :guilabel:`Training`: The content must be viewed *in order*.
+  - :guilabel:`Documentation`: The employee can view the content in the order they choose.
+
+.. image:: learning/courses.png
+   :alt: The default list view of the eLearning courses in the Employees app.
+
+.. _employees/create:
+
+Create an eLearning course
+--------------------------
+
+No courses come preconfigured in the **Employees** app. Courses must be created, in either the
+**Empoyees** app or the **eLearning** app.
+
+.. note::
+   Once a course is available, it is accessible from both apps.
+
+To create an eLearning course, navigate to :menuselection:`Employees app --> Learning -->
+eLearning`. Click the :guilabel:`New` button in the upper-left corner, and a blank *eLearning
+Course* form loads.
+
+Follow the directions for :ref:`creating a course <elearning/course-creation>`, including adding the
+:ref:`content <elearning/content>`, :ref:`description <elearning/description>`, :ref:`options
+<elearning/options>`, and :ref:`karma <elearning/karma>` tabs.
+
+.. important::
+   Only users with the proper :doc:`access rights <../../general/users/access_rights>` can view,
+   modify, or create any learning course.
+
+
+.. _employees/invite:
+
+Invite employees
+----------------
+
+From the :guilabel:`eLearning Courses` dashboard, invite employees to take a course. Navigate to
+:menuselection:`Employees app --> Learning --> eLearning`, click on the desired course from the
+list, and the course form loads. Click the :guilabel:`Add Attendees` button and an *Enroll Attendees
+to (Course Title)* pop-up window loads.
+
+Add all desired employees to the :guilabel:`Recipients` field using the drop-down menu. All
+employees in the database are available in this list.
+
+.. tip::
+   To filter only employees, click into the :guilabel:`Recipients` field, then click
+   :guilabel:`Search more...`.
+
+   In the *Search: Recipients* pop-up window that loads, filter the results by clicking into the
+   search box and selecting :guilabel:`Employees` in the :icon:`fa-filter` :guilabel:`Filters`
+   column. Only employees are presented, excluding other companies or vendors. Click the checkbox to
+   the left of the :guilabel:`Name` column to select all employees.
+
+The email uses the default `Elearning: Add Attendees to Course` :guilabel:`Mail Template`, which
+includes a dynamic subject line that includes the course's name.
+
+Make any desired changes to the email, attach any necessary files, then click :guilabel:`Send` to
+invite the employees.
+
+Once the invitation is sent, the recipients appear in the attendees list. Click the
+:icon:`fa-graduation-cap` :guilabel:`Attendees` smart button to view all invited attendees.
+
+Once the employee completes the eLearning course, the training appears on their employee record, in
+the :ref:`Resume <employees/resume>` tab.
+
+.. note::
+   Alternatively, click the :guilabel:`Invite` button, and an *Invite Attendees to (Course Name)*
+   pop-up window loads. Copy the course link by clicking the :icon:`fa-clipboard` :guilabel:`(Copy)`
+   icon to copy the link and send it to employees. Or, click the :guilabel:`Send Email` toggle to
+   :ref:`email employees <employees/invite>`.
+
+.. image:: learning/email-invite.png
+   :alt: The invitation email to send employees the course.
+
+.. _employees/onsite:
+
+Onsite
+======
+
+The **Employees** app can also track in-person training. These can take any format, from lectures to
+interactive training. To create onsite training courses, the **Events** app must be :ref:`installed
+<general/install>`.
+
+Onsite training can be created either through the **Employees** app *or* the **Events** app. All
+courses created appear in both apps.
+
+.. note::
+   Once an onsite training is available, it is accessible from both apps.
+
+To view all currently configured onsite courses navigate to :menuselection:`Employees app -->
+Learning --> Onsite`, and the :guilabel:`Onsite Courses` dashboard loads. All onsite courses appear
+in a default Kanban view, organized by stage.
+
+Click on an onsite training card to view the details.
+
+.. _employees/create-onsite:
+
+Create an onsite course
+-----------------------
+
+To create a new onsite training, navigate to :menuselection:`Employees app --> Learning --> Onsite`.
+Click the :guilabel:`New` button in the top-left corner and a blank *Onsite Courses* event form
+loads.
+
+:ref:`Fill out the event form <events/event-form>` to configure the onsite training course. When
+completed, the option to publish it to the website is available, if desired. This option is only
+available if the **Website** app is installed.
+
+.. _employees/invite-course:
+
+Invite employees
+----------------
+
+Once the onsite training is configured, the next step is to invite employees. Navigate to
+:menuselection:`Employees app --> Learning --> Onsite` and click on the course Kanban card. Click
+the :guilabel:`Invite` button in the upper-left corner, and a blank mailing form loads.
+
+The form only allows for inviting employees via :guilabel:`Email`. The :guilabel:`Subject` is
+`Event: (Event Title)` by default, and can be changed if desired.
+
+Next, add the employees to the :ref:`Recipients <email_marketing/recipients>` in the respective
+field, then create the :ref:`body of the email <email_marketing/mail_body>`.
+
+Click :guilabel:`Send`, and a confirmation pop-up window loads. Click :guilabel:`Send to all` on the
+pop-up window and the invitations are sent.

content/applications/marketing/events/create_events.rst

@@ -38,6 +38,8 @@ event form.
    These are just *additional* elements that can be used for an event. They are **not** required to
    create, host, and manage an event with Odoo *Events*.
 
+.. _events/event-form:
+
 Event form
 ==========