diff --git a/content/applications/hr/appraisals/goals.rst b/content/applications/hr/appraisals/goals.rst index 992f31925..d1927906e 100644 --- a/content/applications/hr/appraisals/goals.rst +++ b/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 ` 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 ` 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. diff --git a/content/applications/hr/appraisals/goals/goal-list.png b/content/applications/hr/appraisals/goals/goal-list.png new file mode 100644 index 000000000..8fe80e2f3 Binary files /dev/null and b/content/applications/hr/appraisals/goals/goal-list.png differ diff --git a/content/applications/hr/appraisals/goals/goal.png b/content/applications/hr/appraisals/goals/goal.png new file mode 100644 index 000000000..8fe80e2f3 Binary files /dev/null and b/content/applications/hr/appraisals/goals/goal.png differ diff --git a/content/applications/hr/appraisals/goals/goals.png b/content/applications/hr/appraisals/goals/goals.png deleted file mode 100644 index 2bf009e01..000000000 Binary files a/content/applications/hr/appraisals/goals/goals.png and /dev/null differ