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[ADD] Employees: New badges doc
closes odoo/documentation#13348 Signed-off-by: Lara Martini (larm) <larm@odoo.com>
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@@ -27,6 +27,11 @@ reporting.
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Certify employees as subject matter experts with certifications.
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.. card:: Badges
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:target: employees/badges
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Grant badges to employees for performance and achievements.
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.. card:: Equipment
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:target: employees/equipment
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@@ -114,6 +119,7 @@ employee record.
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employees/onboarding
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employees/departments
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employees/certifications
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employees/badges
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employees/equipment
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employees/offboarding
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employees/retention_report
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85
content/applications/hr/employees/badges.rst
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85
content/applications/hr/employees/badges.rst
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@@ -0,0 +1,85 @@
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======
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Badges
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======
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In Odoo, employees can earn badges, either automatically through :doc:`challenges created in the CRM
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app <../../sales/crm/optimize/gamification>`, through **eLearning** courses, or manually, as
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managers decide to award them.
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Badges are a way to gamify the work day, can be created for any reason, and can be granted to any
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user.
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.. important::
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Badges can **only** be awarded to :doc:`users of the database <../../general/users>`, *and* if
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the **eLearning** app is installed.
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View available badges
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=====================
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To view the available badges that are configured by default, navigate to :menuselection:`Employees
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app --> Configuration --> Badges`.
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All badges appear in a default Kanban view, with the badge's :guilabel:`Name` and image displayed.
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Additionally, the number of users awarded the badge for both the current month, and in total,
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appears, along with the badge description, and the avatar for each user who received the badge.
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Each badge has a :guilabel:`Grant` button to :ref:`award the badge <employees/grant_badge>` from the
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:guilabel:`Badges` dashboard.
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.. image:: badges/badges.png
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:alt: All the available badges, on the Badges dashboard.
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Create badges
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=============
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Badges can be created in the database when the default badges are not sufficient. This can be done
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from the :guilabel:`Badges` dashboard in the **Employees** app, or from the **CRM** app.
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To add a badge in the **Employees** app, first navigate to :menuselection:`Employees app -->
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Configuration --> Badges`, then click the :guilabel:`New` button in the upper-left corner.
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Fill out the badge form as outlined in the :ref:`CRM documentation <crm/create-rewards>`.
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.. seealso::
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:ref:`CRM Gamification <crm/create-rewards>`
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View employee badges
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====================
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To view badges awarded to an employee, open the **Employees** app, and click on an employee record.
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Click on the :guilabel:`Received Badges` tab to view any awarded badges.
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.. note::
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If this tab is not visible, it means there is no :guilabel:`Related User` in the
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:guilabel:`Settings` tab. Once a user is populated in the :guilabel:`Related User` field, the
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:guilabel:`Badges` tab appears.
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.. _employees/grant_badge:
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Grant badges
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============
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To grant a badge to an employee, open the employee record, and click into the :guilabel:`Received
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Badges` tab. Click the :guilabel:`Grant a Badge` button to load a :guilabel:`Reward Employee` pop-up
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window.
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Using the drop-down menu, select the badge being awarded in the :guilabel:`What are you thankful
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for?` field. The default options are :guilabel:`Good Job`, :guilabel:`Problem Solver`, and
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:guilabel:`Brilliant`.
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.. note::
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Additional options appear (e.g., :guilabel:`Get Started`, :guilabel:`Power user`,
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:guilabel:`community Hero`) which are associated with challenges. These are automatically granted
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through completed challenges. While these can be awarded at any time, it is advised to grant
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badges manually that are *not* associated with a challenge.
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Next, enter a brief summary of why the badge is being granted in the field displaying
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:guilabel:`Describe what they did and why it matters (will be public)` field. Last, click the
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:guilabel:`Reward Employee` button, and the badge is awarded, and is visible in the
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:guilabel:`Badges` tab.
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.. note::
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Users cannot grant themselves badges. An error message appears if attempted.
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.. image:: badges/badge.png
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:alt: The 'Reward Employee' field populated.
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