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[ADD] Appraisals: 360 Feedback
closes odoo/documentation#13373 Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
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larm-odoo
@@ -78,62 +78,11 @@ of a rating, and drag the rating to the desired position on the list.
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:align: center
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:alt: The evaluation scale, with the new button and click and drag icons highlighted.
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360 feedback
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============
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The :guilabel:`360 Feedback` section displays information for all the surveys currently configured
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in the *Appraisals* application. To view the surveys, and their statistics, navigate to
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:menuselection:`Appraisals application --> Configuration --> 360 Feedback`.
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.. image:: appraisals/survey-list.png
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:align: center
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:alt: A list view of all available surveys in the Appraisals application.
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Each appraisal (or survey) is presented in its own line on the :guilabel:`360 Feedback` page, along
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with various information related to that particular appraisal.
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Each appraisal includes the following information:
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- :guilabel:`Survey Name`: the name of the specific survey.
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- :guilabel:`Responsible`: the employee responsible for the survey, including the month and year
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they were given that designation.
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- :guilabel:`Questions`: the number of questions in that particular survey.
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- :guilabel:`Average Duration`: the average time a user spends completing the survey.
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- :guilabel:`Registered`: the number of people who have been sent the survey.
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- :guilabel:`Completed`: the number of people who have completed the survey.
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Each appraisal also has two buttons at the end of each line: a :guilabel:`Test` button and a
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:guilabel:`See Results` button.
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To see what an appraisal looks like for the end user (i.e. an employee), click the :guilabel:`Test`
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button, and the appraisal loads in a new browser tab. The entire appraisal loads, and can be clicked
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through without having to enter any answers.
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To exit, close the tab. Or, click :guilabel:`This is a Test Survey. → Edit Survey` at the top of the
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page to be taken to the detail form for that particular survey.
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To view the results from everyone who completed an appraisal, click the :guilabel:`See Results`
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button. This presents all the answers for the survey in a new tab. Each question provides
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information on how many people responded to a question, and how many people skipped it. All answers
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for each question are visible.
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To exit, close the tab. Or, click :guilabel:`→ Edit Survey` at the top of the page to be taken to
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the detail form for that particular survey.
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In addition to viewing the responses from past appraisals and surveys, new surveys can also be
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created from the :guilabel:`360 Feedback` page. Simply click the :guilabel:`New` button in the
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top-left of the page to create a new survey.
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For more information on how to create a survey, refer to the :doc:`../marketing/surveys/create`
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document.
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.. note::
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In previous versions of Odoo, this section was referred to as :guilabel:`Surveys`.
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.. seealso::
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- :doc:`appraisals/schedule_appraisals`
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- :doc:`appraisals/new_appraisals`
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- :doc:`appraisals/appraisal_templates`
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- :doc:`appraisals/360`
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- :doc:`appraisals/goals`
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- :doc:`appraisals/appraisal_analysis`
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- :doc:`appraisals/skills_evolution`
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@@ -144,6 +93,7 @@ document.
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appraisals/schedule_appraisals
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appraisals/new_appraisals
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appraisals/appraisal_templates
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appraisals/360
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appraisals/goals
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appraisals/appraisal_analysis
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appraisals/skills_evolution
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85
content/applications/hr/appraisals/360.rst
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85
content/applications/hr/appraisals/360.rst
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@@ -0,0 +1,85 @@
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============
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360 Feedback
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============
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Odoo's **Appraisals** app lets managers gather feedback on their direct reports from anyone in the
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company. Input from colleagues gives managers a fuller view of each employee's strengths, growth
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areas, and collaboration skills.
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.. _appraisals/360-dashboard:
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360 feedback dashboard
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======================
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The :guilabel:`360 Feedback` section displays information for all the surveys configured for the
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**Appraisals** app. To view the surveys and their statistics, navigate to :menuselection:`Appraisals
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app --> Configuration --> 360 Feedback`.
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.. image:: 360/survey-list.png
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:alt: A list view of all available surveys in the Appraisals application.
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Each appraisal, or survey, is presented on its own line on the :guilabel:`360 Feedback` dashboard,
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along with various information related to that particular appraisal.
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Each appraisal includes the following information:
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- :guilabel:`Survey Name`: the name of the specific survey.
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- :guilabel:`Responsible`: the employee responsible for the survey, including the month and year
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they were given that designation.
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- :guilabel:`Questions`: the number of questions in that particular survey.
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- :guilabel:`Average Duration`: the average time a user spends completing the survey.
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- :guilabel:`Registered`: the number of people who have been sent the survey.
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- :guilabel:`Completed`: the number of people who have completed the survey.
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- :guilabel:`Certified`: if the survey is for a certification, the percentage of users who have
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passed the certification.
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Each appraisal row offers two actions:
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- :guilabel:`Test`: Opens the appraisal in a new tab to preview the questions without submitting
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answers. Close the tab to return to the list, or click :icon:`oi-arrow-right` :guilabel:`Go to
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Survey`/:guilabel:`Go to Appraisal` for the full form.
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- :guilabel:`See Results`: :ref:`View response analytics <appraisals/360-view-results>`.
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.. _appraisals/360-request-feedback:
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Request feedback
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================
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To request feedback from a colleague, navigate to the **Appraisals** app, and click on the appraisal
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card to open it.
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Click the :guilabel:`Ask Feedback` button, and an :guilabel:`Ask Feedback` email pop-up window
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appears, using the :guilabel:`Appraisal: Ask Feedback` email template.
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First, using the drop-down menu, select the employees being asked to provide feedback in the
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:guilabel:`Recipients` field. Multiple employees may be selected. Next, make any desired changes to
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the default message, and attach any relevant documents.
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The :guilabel:`Answer Deadline` date is automatically set to the day after the :guilabel:`Appraisal
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Date` on the appraisal form. Using the calendar selector, modify the date, if desired.
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Click :guilabel:`Send`, and the feedback requests are sent to the specified employees.
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.. image:: 360/ask-feedback.png
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:alt: The email pop-up when requesting feedback from other employees.
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.. _appraisals/360-view-results:
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View results
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============
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To view the results from everyone who has completed a survey, click the :guilabel:`See Results`
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button at the end of the corresponding survey line in the :ref:`360 Feedback dashboard
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<appraisals/360-dashboard>`. This presents all the answers for the survey in a new tab. Each
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question provides information on how many people responded to a question, and how many people
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skipped it. All answers for each question are visible.
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To save a PDF version of the survey results, click the :icon:`fa-print` :guilabel:`(Print)` icon at
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the top of the page. To exit, close the tab.
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In addition to viewing the responses from past appraisals and surveys, new surveys can also be
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created from the :guilabel:`360 Feedback` page. Click the :guilabel:`New` button in the top-left of
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the page to create a new survey.
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For more information on how to create a survey, refer to the :doc:`../../marketing/surveys/create`
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document.
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content/applications/hr/appraisals/360/survey-list.png
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content/applications/hr/appraisals/360/survey-list.png
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@@ -109,8 +109,9 @@ and their responses are then visible to the employee.
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Ask for feedback
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----------------
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As part of the appraisal process, the manager can request feedback for an employee from anyone in
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the company about an employee. In Odoo, this is referred to as *360 Feedback*.
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As part of the appraisal process, the manager can :ref:`request feedback for an employee
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<appraisals/360-request-feedback>` from anyone in the company about an employee. In Odoo, this is
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referred to as *360 Feedback*.
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Feedback is requested from coworkers and anyone else who works with the employee. This is to get a
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more well-rounded view of the employee, and aid in the manager's overall assessment.
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@@ -119,25 +120,6 @@ more well-rounded view of the employee, and aid in the manager's overall assessm
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To request feedback, the appraisal **must** be confirmed. Once confirmed, an :guilabel:`Ask
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Feedback` button appears in the upper-left corner of the form.
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To request feedback from a colleague, click the :guilabel:`Ask Feedback` button, and an
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:guilabel:`Ask Feedback` email pop-up window appears, using the :guilabel:`Appraisal: Ask Feedback`
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email template.
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First, using the drop-down menu, select the employees being asked to provide feedback in the
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:guilabel:`Recipients` field. Multiple employees may be selected. Next, make any desired changes to
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the default message, and attach any relevant documents. To attach a document, click the
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:icon:`fa-paperclip` :guilabel:`Attachments` button, and a file explorer window appears. Navigate to
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the files, select them, then click :guilabel:`Open`.
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The :guilabel:`Answer Deadline` date is automatically set to the day after the :guilabel:`Appraisal
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Date` on the appraisal form. Using the calendar selector, modify the date, if desired.
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When the email is ready to send, click :guilabel:`Send`, and the feedback requests are sent to the
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specified employees.
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.. image:: new_appraisals/ask-feedback.png
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:alt: The email pop-up when requesting feedback from other employees.
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.. _appraisals/review:
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Appraisal review
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