diff --git a/content/applications/hr/appraisals.rst b/content/applications/hr/appraisals.rst index 160efd485..bd8870dcd 100644 --- a/content/applications/hr/appraisals.rst +++ b/content/applications/hr/appraisals.rst @@ -172,6 +172,7 @@ document. .. seealso:: - :doc:`appraisals/new_appraisals` + - :doc:`appraisals/appraisal_templates` - :doc:`appraisals/goals` - :doc:`appraisals/appraisal_analysis` - :doc:`appraisals/skills_evolution` @@ -180,6 +181,7 @@ document. :titlesonly: appraisals/new_appraisals + appraisals/appraisal_templates appraisals/goals appraisals/appraisal_analysis appraisals/skills_evolution diff --git a/content/applications/hr/appraisals/appraisal_templates.rst b/content/applications/hr/appraisals/appraisal_templates.rst new file mode 100644 index 000000000..c6904a45d --- /dev/null +++ b/content/applications/hr/appraisals/appraisal_templates.rst @@ -0,0 +1,147 @@ +=================== +Appraisal templates +=================== + +.. |5-stars| replace:: :icon:`fa-star-o` :icon:`fa-star-o` :icon:`fa-star-o` :icon:`fa-star-o` + :icon:`fa-star-o` + +The **Appraisals** app uses a preconfigured default template, which is general enough to be +applicable to all employees. If desired, the default template :ref:`can be modified +`, or, if different templates are needed, such as department-specific +appraisal templates, new templates :ref:`can be created `. + +.. _appraisals/modify-template: + +Modify appraisal templates +========================== + +If needed, changes can be made to the default template. To view the default template, navigate to +:menuselection:`Appraisals app --> Configuration --> Appraisal Templates`. + +The default template appears in a list view, named :guilabel:`Default Template`. Click on the +template to view the template details. Make any desired changes to the template. + +The default template consists of the following questions: + +.. list-table:: Odoo **Appraisals** default appraisal template + :header-rows: 1 + + * - **Employee Feedback** + - **Manager Feedback** + + + * - **My work** + + **What are my best achievement(s) since my last appraisal?** + + *Describe something that made you proud, a piece of work positive for the company.* + + **What has been the most challenging aspect of my work this past year and why?** + + *Did you face new difficulties? Did you confront yourself to new obstacles?* + + **What would I need to improve my work?** + + *How can the company help you with your needs and objectives so you can reach your goals and + foster better collaboration.* + + **My future** + + **What are my short and long-term goals with the company, and for my career?** + + - *Give an example of a short-term objective (< 6 months)* + - *Give an example of a long-term objective (> 6 months)* + + **Which parts of my job do I most / least enjoy?** + + *Every job has strong points - which tasks do you enjoy the most and the least?* + + **My feelings** + + **How do I feel about the company...** + + - Culture/Behavior: |5-stars| + - Internal Communication: |5-stars| + + **How do I feel about my own...** + + - Job content: |5-stars| + - Work organization: |5-stars| + - Remuneration: |5-stars| + + - **Feedback** + + **Give one positive achievement that convinced you of the employee's value.** + + *Some achievements that illustrate their strengths in addressing job challenges.* + + **Evaluation** + + +---------------------+-----------+ + | *Stress Resistance* | |5-stars| | + +---------------------+-----------+ + | *Time Management* | |5-stars| | + +---------------------+-----------+ + | *Teamwork* | |5-stars| | + +---------------------+-----------+ + | *Autonomy* | |5-stars| | + +---------------------+-----------+ + | *Pro-activity* | |5-stars| | + +---------------------+-----------+ + + **Improvements** + + **How could the employee improve?** + + *From a manager's point of view, how could you help them overcome their weaknesses?* + + **Short term (6-months) actions / decisions / objectives** + + *Do you need a rapid response to the current situation?* + + **Long term (> 6 months) career discussion, where does the employee want to go, how can you + help them reach this path?** + + *How do you see the employee's future - does your vision align with their aspirations?* + +.. _appraisals/create-template: + +Create appraisal templates +========================== + +Large companies with many departments may prefer department-specific appraisal templates, instead of +using a default universal template. Creating and using department-specific templates can be helpful +if specific feedback is needed. + +.. example:: + An appliance repair company has two main types of employees, office workers who handle + administrative tasks and scheduling, and repair technicians who work in the field, performing + repairs at customers' homes. + + This type of company may create two different appraisal templates, one for the office workers, + and one for the on-site repair technicians. + +To create a new appraisal template, click the :guilabel:`New` button in the upper-left corner. Next, +:doc:`configure the appraisal <../../marketing/surveys/create>` by adding questions to the template. + +Additionally, a new appraisal template can be created by duplicating the default template, and +making modifications to the copy. To duplicate the template, navigate to :menuselection:`Appraisals +app --> Configuration --> Appraisal Templates`, then click on the template being duplicated. Click +the :icon:`fa-gear` :guilabel:`(Actions)` icon, then click :icon:`fa-clone` :guilabel:`Duplicate`. + +First, change the name of the template, then make any desired changes to the template. + +.. important:: + Appraisal templates are housed in the **Surveys** app. Any appraisal template created *in* the + **Appraisals** app must be configured to be used with the **Appraisals** app, or it will *not* be + available for appraisals. + + To ensure a new template is available for the **Appraisals** app, navigate to the **Surveys** + app, and click on the appraisal template. + + Tick the radio button next to :guilabel:`Appraisal` at the top of the survey. This setting allows + the survey to be used in the **Appraisals** app, and is visible in the :guilabel:`Appraisal + Template` drop-down menu. + + .. image:: appraisal_templates/appraisal-button.png + :alt: The appraisal radio button ticked on an appraisal form in the Surveys app. diff --git a/content/applications/hr/appraisals/appraisal_templates/appraisal-button.png b/content/applications/hr/appraisals/appraisal_templates/appraisal-button.png new file mode 100644 index 000000000..8fd50d5ce Binary files /dev/null and b/content/applications/hr/appraisals/appraisal_templates/appraisal-button.png differ