[IMP] Appraisals: Update goals

closes odoo/documentation#13264

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

content/applications/hr/appraisals/goals.rst

@@ -2,84 +2,101 @@
 Goals
 =====
 
-The Odoo *Appraisals* application allows managers to set goals for their employees. That way,
-employees know what to work toward before their next review.
+The Odoo **Appraisals** application allows managers to set (and track) clear goals for their
+employees. Continuous progress towards goals give employees a concrete target between reviews, and
+give managers reliable insights when evaluating performance.
+
+View goals
+==========
 
 To view all goals, navigate to :menuselection:`Appraisals app --> Goals`. This presents all the
-goals for every employee, in a default Kanban view.
+goals for every employee, in a default list view, grouped by :guilabel:`Employee`.
+
+Click on an employee to expand the listed goals. Each goal displays the following information:
+
+- :guilabel:`Name`: The name of the goal.
+- :guilabel:`Created on`: The date the goal was made.
+- :guilabel:`Progress`: The percentage of progress the employee has achieved.
+- :guilabel:`Employee`: The employee assigned to the goal.
+
+.. note::
+   Only employees with goals assigned to them appear in the list.
+
+.. image:: goals/goal-list.png
+   :alt: A list of goals for all employees.
 
 .. _appraisals/goal-card:
 
-Each goal card contains the following information:
+Create goals
+============
 
-- :guilabel:`Goal`: the name of the goal.
-- :guilabel:`Employee`: the employee the goal is assigned to.
-- :icon:`fa-clock-o` :guilabel:`(clock)` icon: displays the corresponding :doc:`activity icon
-  <../../essentials/activities>` for the record. If no activities are scheduled, the default icon is
-  the :icon:`fa-clock-o` :guilabel:`(clock)`. If any activities have been scheduled, the icon
-  represents the activity scheduled soonest.
-- :guilabel:`Deadline`: the due date for the goal.
-- :guilabel:`Progress`: the percentage of competency set for the goal. The options are
+To create new goals, navigate to :menuselection:`Appraisals app --> Goals`, and click
+:guilabel:`New` in the top-left corner to open a blank goal form. Add the following information on
+the form:
+
+- :guilabel:`Goal`: Type in a brief name for the goal in this field.
+- :guilabel:`Employee`: Using the drop-down menu, select the employee being assigned the goal. Once
+  this field is populated, the employee's manager populates the :guilabel:`Manager` field.
+- :guilabel:`Progress`: Click the current percentage of competency for the goal. The options are
   :guilabel:`0%`, :guilabel:`25%`, :guilabel:`50%`, :guilabel:`75%`, or :guilabel:`100%`.
-- :guilabel:`Employee Icon`: the profile icon of the employee the goal is assigned to.
-
-If a goal is completed, a :guilabel:`Done` banner appears in the top-right corner of the goal card.
-
-.. image:: goals/goals.png
-   :align: center
-   :alt: The goals Kanban view, with nine goal cards.
-
-.. note::
-   Every individual goal requires its own record for each employee. If multiple employees have the
-   same goal, a goal card for each employee appears on the list.
-
-   For example, if Bob and Sara have the same goal of `Typing`, two cards appear in the Kanban view:
-   one `Typing` goal for Bob, and another `Typing` goal for Sara.
-
-New goal
-========
-
-To create a new goal, navigate to :menuselection:`Appraisals app --> Goals`, and click
-:guilabel:`New` top-left corner to open a blank goal form.
-
-Input the :guilabel:`Goal`, :guilabel:`Employee`, :guilabel:`Progress`, and :guilabel:`Deadline`,
-information on the goal card, as discussed in the :ref:`goal card <appraisals/goal-card>` section of
-this document.
-
-The information requested is all the same information that appears on the goal card in the Kanban
-view, with the addition of a :guilabel:`Tags` field and a :guilabel:`Description` tab.
+- :guilabel:`Manager`: Using the drop-down menu, select the employee's manager (if not already
+  selected).
+- :guilabel:`Deadline`: Using the calendar selector, enter the due date for the goal.
+- :guilabel:`Tags`: Using the drop-down menu, add any relevant :ref:`tags <appraisals/add-tags>` to
+  the goal.
+- :guilabel:`Description` tab: Enter any details regarding the goal in this tab.
 
 .. tip::
-   The *Appraisals* application does **not** have any pre-configured tags, so all tags need to be
-   added. To add a tag, enter the name of the tag on the line, then click :guilabel:`Create
-   "(tag)"`. Repeat this for all tags that need to be added.
-
-The current user populates the :guilabel:`Employee` field, by default, and the :guilabel:`Manager`
-field populates with the manager set on the employee profile.
-
-Make any necessary changes to the form, and add any notes that might be useful to clarify the goal
-in the :guilabel:`Description` tab.
+   Some goals can be broken down into steps, which may be input as a checklist. A checklist is a
+   tool the employee may use to mark their progress.
 
 .. image:: goals/new-goal.png
-   :align: center
-   :alt: A goal form filled out for a Python skill, set to 50% proficiency.
+   :alt: A completed goal created for learning Python.
 
-Completed goals
-===============
+.. _appraisals/add-tags:
 
-When a goal has been met, it is important to update the record. A goal can be marked as `Done` in
-one of two ways: from the main :guilabel:`Goals` dashboard, or from the individual goal card.
+Tags
+----
 
-To mark a goal as `Done` from the main :guilabel:`Goals` dashboard, click on the
-:icon:`fa-ellipsis-v` :guilabel:`(vertical ellipsis)` icon in the top-right of a goal card.
+Adding tags to goals can help when viewing the goals report, to see how many goals with specific
+tags are assigned to employees.
+
+To view all the current tags, and add new ones, navigate to :menuselection:`Appraisals app -->
+Configuration --> Tags`. All tags appear in a list view. The default tags are: :guilabel:`External`,
+:guilabel:`Hard Skills`, :guilabel:`Internal`, :guilabel:`Programming`, :guilabel:`Soft Skills`, and
+:guilabel:`Training`.
+
+To add a new tag, click the :guilabel:`New` button in the upper-left corner, and a new line appears
+at the bottom of the list. Enter the tag, then press return or click away from the field.
+
+Update goals
+============
+
+During employee appraisals, goals are reviewed to see how much progress the employee has made. When
+an employee has achieved the next level of progress, the goal must be updated accordingly.
+
+To update a goal's progress percentage, navigate to :menuselection:`Appraisals app --> Goals`.
+Expand the employee whose goals are being evaluated, and click on an individual goal to open the
+goal record.
+
+Click the new :guilabel:`Progress` box to set the new progress level. It is recommended to add notes
+in the :guilabel:`Description` tab, as the employee progresses with the goal. The notes should
+include dates the progress changed, and any supporting information regarding the change.
 
 .. note::
-   The :icon:`fa-ellipsis-v` :guilabel:`(vertical ellipsis)` icon **only** appears when the mouse
-   hovers over the top-right corner of a goal card.
+   Goal progress can be updated at any time by the employee's manager, not only during an appraisal.
 
-Then, click :guilabel:`Mark as Done` from the resulting drop-down menu. A green :guilabel:`Done`
-banner appears in the top-right corner of the goal card.
+Complete goals
+==============
 
-To mark a goal as `Done` from the goal card itself, click on a goal card to open that goal's form.
-Then, click the :guilabel:`Mark as Done` button in the top-left of the form. When clicked, a green
-:guilabel:`Done` banner appears in the top-right corner of the goal form.
+When a goal has been met, it is important to update the record. Navigate to
+:menuselection:`Appraisals app --> Goals`. Expand the employee whose goals are being evaluated, and
+click on an individual goal to open the goal record.
+
+Click the :guilabel:`Mark as Done` button in the upper-left corner. A green :guilabel:`Done` banner
+appears in the top-right corner of the goal card, and the :guilabel:`Progress` changes to
+:guilabel:`100%`.
+
+.. note::
+   On the :guilabel:`Goals` dashboard, completed goals are indicated with a green :guilabel:`100%`
+   in the :guilabel:`Progress` column.