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[IMP] Appraisals: Update main doc
closes odoo/documentation#13594
X-original-commit: 374e076fd3
Signed-off-by: Lara Martini (larm) <larm@odoo.com>
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==========
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Appraisals
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==========
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Configuration
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=============
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The :guilabel:`Configuration` menu in the *Appraisals* application is where the settings can be
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configured, feedback templates can be edited, evaluation scales can be managed, data for 360
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feedback can be stored, and goal tags can be viewed/created.
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Settings
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========
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To access the *Settings* menu, navigate to :menuselection:`Appraisals application --> Configuration
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--> Settings`.
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Feedback templates
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------------------
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Feedback templates are form outlines used during an employee appraisal. Any edits made to a template
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are, ultimately, reflected in the appraisals sent to employees.
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There are two default templates pre-configured in Odoo *Appraisals*: one for employee feedback, and
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one for manager feedback. Each contains several sections, along with questions, and brief
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explanations for how to respond to the questions.
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The :guilabel:`Employee Feedback Template` has the following sections: :guilabel:`My work`,
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:guilabel:`My future`, and :guilabel:`My feelings`.
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The :guilabel:`Manager Feedback Template` has the following sections: :guilabel:`Feedback`,
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:guilabel:`Evaluation`, and :guilabel:`Improvements`.
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Any desired changes to the default feedback templates can be made by making changes directly in each
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template.
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360 feedback
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============
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The :guilabel:`360 Feedback` option can be enabled to allow managers to request feedback from other
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employees using a different survey form, at any time, independent of the appraisal schedule.
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Typically, managers ask for feedback from other people who work with an employee they manage. This
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includes the employee's various managers, peers, and direct reports.
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To view the :guilabel:`360 Feedback` survey, click the :guilabel:`→ Internal link` icon at the end
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of the :guilabel:`Default Template` field. The :guilabel:`360 Feedback` survey loads, and any
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desired changes to the survey can be made.
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For more information on how to edit a survey, refer to the :doc:`../marketing/surveys/create`
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document.
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.. important::
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The :guilabel:`360 Feedback` form is a pre-configured survey within the *Surveys* application. In
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order to use the :guilabel:`360 Feedback` option, including the ability to edit the survey, the
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*Surveys* application **must** be installed.
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Evaluation scale
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================
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On each employee appraisal form, final rating options appear by default. To view and edit these
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options, navigate to :menuselection:`Appraisals application --> Configuration --> Evaluation Scale`.
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This presents the ratings in a list view.
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The pre-configured ratings are :guilabel:`Needs Improvement`, :guilabel:`Meets Expectations`,
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:guilabel:`Exceeds Expectations`, and :guilabel:`Strongly Exceeds Expectations`. To add another
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rating, click the :guilabel:`New` button.
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When the :guilabel:`New` button is clicked on the :guilabel:`Evaluation Scale` page, a blank line
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appears at the bottom of the list. Enter the name of the rating in the field.
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To rearrange the order of the ratings, click the :guilabel:`(six small gray boxes)` icon to the left
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of a rating, and drag the rating to the desired position on the list.
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.. image:: appraisals/evaluation-scale.png
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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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.. 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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.. toctree::
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:titlesonly:
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appraisals/schedule_appraisals
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appraisals/new_appraisals
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