diff --git a/content/applications/hr/appraisals.rst b/content/applications/hr/appraisals.rst index 9f3ff42dd..cd7642fe2 100644 --- a/content/applications/hr/appraisals.rst +++ b/content/applications/hr/appraisals.rst @@ -78,62 +78,11 @@ of a rating, and drag the rating to the desired position on the list. :align: center :alt: The evaluation scale, with the new button and click and drag icons highlighted. -360 feedback -============ - -The :guilabel:`360 Feedback` section displays information for all the surveys currently configured -in the *Appraisals* application. To view the surveys, and their statistics, navigate to -:menuselection:`Appraisals application --> Configuration --> 360 Feedback`. - -.. image:: appraisals/survey-list.png - :align: center - :alt: A list view of all available surveys in the Appraisals application. - -Each appraisal (or survey) is presented in its own line on the :guilabel:`360 Feedback` page, along -with various information related to that particular appraisal. - -Each appraisal includes the following information: - -- :guilabel:`Survey Name`: the name of the specific survey. -- :guilabel:`Responsible`: the employee responsible for the survey, including the month and year - they were given that designation. -- :guilabel:`Questions`: the number of questions in that particular survey. -- :guilabel:`Average Duration`: the average time a user spends completing the survey. -- :guilabel:`Registered`: the number of people who have been sent the survey. -- :guilabel:`Completed`: the number of people who have completed the survey. - -Each appraisal also has two buttons at the end of each line: a :guilabel:`Test` button and a -:guilabel:`See Results` button. - -To see what an appraisal looks like for the end user (i.e. an employee), click the :guilabel:`Test` -button, and the appraisal loads in a new browser tab. The entire appraisal loads, and can be clicked -through without having to enter any answers. - -To exit, close the tab. Or, click :guilabel:`This is a Test Survey. → Edit Survey` at the top of the -page to be taken to the detail form for that particular survey. - -To view the results from everyone who completed an appraisal, click the :guilabel:`See Results` -button. This presents all the answers for the survey in a new tab. Each question provides -information on how many people responded to a question, and how many people skipped it. All answers -for each question are visible. - -To exit, close the tab. Or, click :guilabel:`→ Edit Survey` at the top of the page to be taken to -the detail form for that particular survey. - -In addition to viewing the responses from past appraisals and surveys, new surveys can also be -created from the :guilabel:`360 Feedback` page. Simply click the :guilabel:`New` button in the -top-left of the page to create a new survey. - -For more information on how to create a survey, refer to the :doc:`../marketing/surveys/create` -document. - -.. note:: - In previous versions of Odoo, this section was referred to as :guilabel:`Surveys`. - .. seealso:: - :doc:`appraisals/schedule_appraisals` - :doc:`appraisals/new_appraisals` - :doc:`appraisals/appraisal_templates` + - :doc:`appraisals/360` - :doc:`appraisals/goals` - :doc:`appraisals/appraisal_analysis` - :doc:`appraisals/skills_evolution` @@ -144,6 +93,7 @@ document. appraisals/schedule_appraisals appraisals/new_appraisals appraisals/appraisal_templates + appraisals/360 appraisals/goals appraisals/appraisal_analysis appraisals/skills_evolution diff --git a/content/applications/hr/appraisals/360.rst b/content/applications/hr/appraisals/360.rst new file mode 100644 index 000000000..8f5b0342f --- /dev/null +++ b/content/applications/hr/appraisals/360.rst @@ -0,0 +1,85 @@ +============ +360 Feedback +============ + +Odoo's **Appraisals** app lets managers gather feedback on their direct reports from anyone in the +company. Input from colleagues gives managers a fuller view of each employee's strengths, growth +areas, and collaboration skills. + +.. _appraisals/360-dashboard: + +360 feedback dashboard +====================== + +The :guilabel:`360 Feedback` section displays information for all the surveys configured for the +**Appraisals** app. To view the surveys and their statistics, navigate to :menuselection:`Appraisals +app --> Configuration --> 360 Feedback`. + +.. image:: 360/survey-list.png + :alt: A list view of all available surveys in the Appraisals application. + +Each appraisal, or survey, is presented on its own line on the :guilabel:`360 Feedback` dashboard, +along with various information related to that particular appraisal. + +Each appraisal includes the following information: + +- :guilabel:`Survey Name`: the name of the specific survey. +- :guilabel:`Responsible`: the employee responsible for the survey, including the month and year + they were given that designation. +- :guilabel:`Questions`: the number of questions in that particular survey. +- :guilabel:`Average Duration`: the average time a user spends completing the survey. +- :guilabel:`Registered`: the number of people who have been sent the survey. +- :guilabel:`Completed`: the number of people who have completed the survey. +- :guilabel:`Certified`: if the survey is for a certification, the percentage of users who have + passed the certification. + +Each appraisal row offers two actions: + +- :guilabel:`Test`: Opens the appraisal in a new tab to preview the questions without submitting + answers. Close the tab to return to the list, or click :icon:`oi-arrow-right` :guilabel:`Go to + Survey`/:guilabel:`Go to Appraisal` for the full form. +- :guilabel:`See Results`: :ref:`View response analytics `. + +.. _appraisals/360-request-feedback: + +Request feedback +================ + +To request feedback from a colleague, navigate to the **Appraisals** app, and click on the appraisal +card to open it. + +Click the :guilabel:`Ask Feedback` button, and an :guilabel:`Ask Feedback` email pop-up window +appears, using the :guilabel:`Appraisal: Ask Feedback` email template. + +First, using the drop-down menu, select the employees being asked to provide feedback in the +:guilabel:`Recipients` field. Multiple employees may be selected. Next, make any desired changes to +the default message, and attach any relevant documents. + +The :guilabel:`Answer Deadline` date is automatically set to the day after the :guilabel:`Appraisal +Date` on the appraisal form. Using the calendar selector, modify the date, if desired. + +Click :guilabel:`Send`, and the feedback requests are sent to the specified employees. + +.. image:: 360/ask-feedback.png + :alt: The email pop-up when requesting feedback from other employees. + +.. _appraisals/360-view-results: + +View results +============ + +To view the results from everyone who has completed a survey, click the :guilabel:`See Results` +button at the end of the corresponding survey line in the :ref:`360 Feedback dashboard +`. This presents all the answers for the survey in a new tab. Each +question provides information on how many people responded to a question, and how many people +skipped it. All answers for each question are visible. + +To save a PDF version of the survey results, click the :icon:`fa-print` :guilabel:`(Print)` icon at +the top of the page. To exit, close the tab. + +In addition to viewing the responses from past appraisals and surveys, new surveys can also be +created from the :guilabel:`360 Feedback` page. Click the :guilabel:`New` button in the top-left of +the page to create a new survey. + +For more information on how to create a survey, refer to the :doc:`../../marketing/surveys/create` +document. diff --git a/content/applications/hr/appraisals/new_appraisals/ask-feedback.png b/content/applications/hr/appraisals/360/ask-feedback.png similarity index 100% rename from content/applications/hr/appraisals/new_appraisals/ask-feedback.png rename to content/applications/hr/appraisals/360/ask-feedback.png diff --git a/content/applications/hr/appraisals/360/survey-list.png b/content/applications/hr/appraisals/360/survey-list.png new file mode 100644 index 000000000..2b881857a Binary files /dev/null and b/content/applications/hr/appraisals/360/survey-list.png differ diff --git a/content/applications/hr/appraisals/new_appraisals.rst b/content/applications/hr/appraisals/new_appraisals.rst index e319d1338..3139a1bbd 100644 --- a/content/applications/hr/appraisals/new_appraisals.rst +++ b/content/applications/hr/appraisals/new_appraisals.rst @@ -109,8 +109,9 @@ and their responses are then visible to the employee. Ask for feedback ---------------- -As part of the appraisal process, the manager can request feedback for an employee from anyone in -the company about an employee. In Odoo, this is referred to as *360 Feedback*. +As part of the appraisal process, the manager can :ref:`request feedback for an employee +` from anyone in the company about an employee. In Odoo, this is +referred to as *360 Feedback*. Feedback is requested from coworkers and anyone else who works with the employee. This is to get a more well-rounded view of the employee, and aid in the manager's overall assessment. @@ -119,25 +120,6 @@ more well-rounded view of the employee, and aid in the manager's overall assessm To request feedback, the appraisal **must** be confirmed. Once confirmed, an :guilabel:`Ask Feedback` button appears in the upper-left corner of the form. -To request feedback from a colleague, click the :guilabel:`Ask Feedback` button, and an -:guilabel:`Ask Feedback` email pop-up window appears, using the :guilabel:`Appraisal: Ask Feedback` -email template. - -First, using the drop-down menu, select the employees being asked to provide feedback in the -:guilabel:`Recipients` field. Multiple employees may be selected. Next, make any desired changes to -the default message, and attach any relevant documents. To attach a document, click the -:icon:`fa-paperclip` :guilabel:`Attachments` button, and a file explorer window appears. Navigate to -the files, select them, then click :guilabel:`Open`. - -The :guilabel:`Answer Deadline` date is automatically set to the day after the :guilabel:`Appraisal -Date` on the appraisal form. Using the calendar selector, modify the date, if desired. - -When the email is ready to send, click :guilabel:`Send`, and the feedback requests are sent to the -specified employees. - -.. image:: new_appraisals/ask-feedback.png - :alt: The email pop-up when requesting feedback from other employees. - .. _appraisals/review: Appraisal review