From cbbee0be6b7dc6e6067c84748613cd49ef762edf Mon Sep 17 00:00:00 2001 From: larm-odoo Date: Wed, 7 May 2025 14:14:09 -0400 Subject: [PATCH] [ADD] Appraisals: Appraisal templates closes odoo/documentation#13244 Signed-off-by: Lara Martini (larm) --- content/applications/hr/appraisals.rst | 2 + .../hr/appraisals/appraisal_templates.rst | 147 ++++++++++++++++++ .../appraisal_templates/appraisal-button.png | Bin 0 -> 8315 bytes 3 files changed, 149 insertions(+) create mode 100644 content/applications/hr/appraisals/appraisal_templates.rst create mode 100644 content/applications/hr/appraisals/appraisal_templates/appraisal-button.png 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 0000000000000000000000000000000000000000..8fd50d5ce1b92479cc45370700fdb4ed94e5bf18 GIT binary patch literal 8315 zcmbVxWl$SH*Dg>>p%iHFqQz4v&_Zwx5L|*g6m9V0?oy;c@#4XQy9I~h?kyB34k<3h z$?f~zKlj%+^WB}`3=z`($Q|C_JjKKVD& z;U$dx6L_EG^<6PA2*3ZQW2SHrQe$8|!GJ1jLC|P4pM(ZK5gUK(GWvcCp~a068U`R^ zyZC27-`so;dqkg?@1xfr&`ZD8=t{}@d!*zZFj;% zH*V2j!!ml;k%#SS^idD`@rd%7CY4_8BYNv`He+ueb*lIr`P?-UzC^QTlw8DQ^q2JA2efL+;`KxphmxcJ z>|ZEY>vxW8Q2B@(d{{~|D<>tf@B4QPIyN1jLT#|^)G7L?F zr6Aa@C)xL6<4028?rS3MmIx=$h}gaU@`R>2I_tLXyw99LQ@4jJl}i_*mUWfLK@SDq zrincwRleg%e`4Re`zp(CK0ny9PCm$P2%VGeP~=3#pS z6J_t}o~t$DF9`ME@aQ|by_$)zp6!Pw=^qAURoauTHF^Rne9GV|QP~5U!5)Q`=rC~|s){;k*(V%69 z$cM;3V5dMF0E2Pta@pxC9m~dgE`#wRpH_E?{F+^_b~@6J+r8_36W{!2`~H8lYX(L| zEF%CW3xLDQ7ouFvKyk3%SHPxrXNn5E-I{*xMSpN8@9*eBu(}CRH}MTI7O4El0EO2z=*2^))}3c7)xOp_f_o%<%mrGJLfU+opqW-wM^}dbM6jMj^n9 zUK28GzmRorn~I9<%<+Yc2gWRmIA=UAJq18YpD-r}){$G=bmJRyewltPxvp`lg0p-A z(zR(0RO!b;-o#M>+*b;@<_ z<-z=`?4s77*(*zjsRb*#iIBZZ{_Ee<2no}5484Q7euo<5RwXan6YmuS zF54{cvs$^f2Ri97?i%aDq z$t@8Rn&f7G+}6gh{eeowD{Rcc0ih=T(i(dt&Z)ASB8eSD9aJiy=}P*K`78k8f|7k{ zvLeB-&7+IZ*mZ|??Fxv)Aa*tsAg{nB933P!bLERQX6ToKC-)kF$SupS@E6TeE;n`M z;ad_Fn{&JExjoVIv-;S+EY-wWT!hsT`^RPBWrMcBOvbCJ%3YnixZ!=Jp2aG7nY`)y z0DWyrJzi))Ug3UXYcQ^xPGI@57US8NccEWJ;lA4++7U$xAj-Ia+D>vbB+-!njsZkE zNMvFYs2ANwZ|lUH;+f*EYQ1YHE>{|BjCn}glAp~M%6|8|gjlBm0+-5_!by>dysf1E z&NXDaTM{Df9WGARcxbD-Xi0fW@iooraOE}`L^I?yxk3W-hJ!#R8>q@Q{?%D8u?}Lp zgvzt=x8;F*DpB0R%J3?anJbg3)FRItALCU>tQI`S3q;@rnxFoYZGJjZp~K?3X$b8M zU|43HB@RC7rG|Rx`B+8JWshbT$V)+}lc*&+_3mufM5F@9scN|Ml3MQLU&SfA()DZ? z=K67KdIZmi$xhr27H|)7W6ibOHCaJ_N#E=#E6d`x`xVh}ve1ht}%-V_Vx>3$2% zQ!{~|;X2)|GH}UrJZbNf*fiZV?ld)WgJ06~8UdN5n#v|(v5A9`YKy<|Uh*U|_;NhH zKzYY(GxwUhWl2&X;fJCs6g!gu;43|2C9~HiSuJ`hr4>5s90@k~OFAzRju^4+fqpc0 zuajb~d_;N8wzupv&D@x5m1S?(%eCf${DfDK>7XcbFw$yj0D3!Ed4~AZ`ts&x2)? zB=*Y(`lIx;(D{6ibeVbxKiNUCJ-}_FM?4Yy@iKI4A@+L1b_|XiD~Gw%6TP`vh}AE0 zTV<`5EMg;Nmf`rC$6?Ttr}5hhMF)X^Fi)>tz=Xld`>N8@+v#XOMTd7;T zwEr@QF8F1}_{HNUA8THHvu`-Vjgl1mx2y`R|Af9+|D(v%M9;WItWanoGUR&FA7^`F z!Qw2Y{E*aXmBDDL82W~6FK##jb4yI4I^MftR>X3n<}YddGX{#Z>SL-E%jVdEx+~{w ze7GeC=!2;TpDUR`UQCE&it$N2{fi#u(<@v^YEi%mL5t7V=UQ9U5O{MdR{w|yUi~eO zxS+=H2^Ne0S!0W6@6FRPzi1-bBicT*ro54)*>oy}oXkPn8f|L-ucYeU!28c$+!=hT%*&tXF9I!pjI^AVI(o>- zDUFmCiSjZtr}?@SK}vS+N__o)u>bNtVu?L6cvW;5X~O+4@+<;(GKN;oO6TMdNiyS4 z{3mR}ZZir0<&*}~GizS0{S=;HgZoC@27_=niNe}5aRk>$7|uIS^mzBlk29_Y11Q1B zRa98m23?w*V3%adaj2t!!9<3wzlo{*Oq9G)xpFRnP|CNC*wL4;`uHRE^5frjQ^gFi zas|`lF7NyHT5ofhA+TlEsfi#be2pc3EnL>E?aZf&hgtxZ8kG_oB%hPO8wa|B`gH~3 z=Hslb!ChyLVU2YMpSekbBL(aHsH)L6DM!|+i|J^P!!ujaz@A^-*?ONgZ@58dtARUEZ1Mghu~MXs-3VrPT4=)KZDQ{p<^>?XU_-)FWxElS)RP z%+ph$TUe+p`TD;~@=FXOgx~lnMy(?FbEaqALyN8(Ja@2F)J)f#-+}sQS&`&xl#m23 zP(B?APX{MO_L4H87Gk5`YdMEEpIyUZR2udN8Cf$Dj9cET=@xAKooNn2Ser-$;E!+q z5}wmP>HpeN6{O@9X+KDVyfEdp8TBcyt7c#F*i(!8y{O#u+-<)0Vl9;X+fYCrj5>e_ zN%gN=KmFfag0SOn3p>*S+t=%}g$A91p6hT=NLYOHGzw@x6?sTD3pnH1>o$QMuX6Z0 zW81odJYMcS6jo{U4@6EsSggXOtjt%$F8?N1D@lB10 z>)p4pgcZBG35&RcdTBMM#}G4q-z61zbr*~JfGN)TA$9B%?AsAvV7Zgl*)GA{gPpjY zDqLi`soP%M=5vl-pK$Tw;40Qb*rWZElGw@311bW$PrElS+#l5*-9wh2Kfk!tvvx&p z>^^i_ihCNm-de8x==KX?Ppd4SZe_v0Ao^wRJ?DwWkJ_3f%*fGQc;9tXd4s?z@yh&h zsk;-OPS4Zj;+ya^8es$Wz8KOT#81WwUP_ikHwAlFUR=F6CrYC*geM>Q8^*(4Piaf; 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