[IMP] Appraisals: Update skills evolution

closes odoo/documentation#13292

X-original-commit: 1c05056c0e
Signed-off-by: Lara Martini (larm) <larm@odoo.com>

content/applications/hr/appraisals/skills_evolution.rst

@@ -22,27 +22,30 @@ Skills evolution report
 To access this *Skills Evolution* report, navigate to :menuselection:`Appraisals app --> Reporting
 --> Skills Evolution`.
 
-Doing so reveals the :guilabel:`Appraisal Skills Report` page, which displays a report of all
-skills, grouped by employee, in alphabetical order, by default.
+Doing so reveals the :guilabel:`Appraisal Skills Report` page. All skills are grouped by the month
+they were created, then by employee, and then by skill type.
 
-.. note::
-   Skill levels are **only** updated after an appraisal is marked as done. Any skill level changes
-   from ongoing appraisals that have **not** been finalized are **not** included in this report.
+.. important::
+    The :guilabel:`Appraisals Skills Report` only displays skills for employees with at least one
+    completed appraisal. Skills for employees whose appraisals are still draft or pending are not
+    included.
 
-All the :guilabel:`Employee` lines are expanded, with all the various skill types nested below. Each
-individual skill type is collapsed, by default. To view the individual skills contained within a
-skill type, click anywhere on the skill type line to expand the data.
+   When an employee completes their first appraisal, all their skills appear on the report. Once
+   subsequent appraisals are marked as done, any skill changes from the previous appraisal appear on
+   the report.
 
-Each skill has the following information listed:
+   Any skill level changes from ongoing appraisals that have **not** been finalized are **not**
+   included in this report.
+
+To view the specific details for an employee's skill types, expand the :guilabel:`Employee`, then
+expand the individual :guilabel:`Skill Types`. Each skill type displays the following information:
 
 - :guilabel:`Employee`: the name of the employee.
 - :guilabel:`Skill Type`: the category the skill falls under.
 - :guilabel:`Skill`: the specific, individual skill.
-- :guilabel:`Previous Skill Level`: the level the employee had previously achieved for the skill.
-- :guilabel:`Previous Skill Progress`: the previous percentage of competency achieved for the skill
-  (based on the :guilabel:`Skill Level`).
-- :guilabel:`Current Skill Level`: the current level the employee has achieved for the skill.
-- :guilabel:`Current Skill Progress`: the current percentage of competency achieved for the skill.
+- :guilabel:`Current Level`: the current level the employee has achieved for the skill.
+- :guilabel:`Previous Progress`: the previous percentage of competency achieved for the skill.
+- :guilabel:`Current Progress`: the current percentage of competency achieved for the skill.
 - :guilabel:`Justification`: any notes entered on the skill, explaining the progress.
 
 The color of the skill text indicates any changes from the previous appraisal. Skill levels that
@@ -54,7 +57,6 @@ This report can be modified to find specific information by adjusting the :ref:`
 <search/filters>` and :ref:`groupings <search/group>` set in the search bar at the top.
 
 .. image:: skills_evolution/skills-report.png
-   :align: center
    :alt: A report showing all the skills grouped by employee.
 
 .. _appraisals/identify-skills:
@@ -62,40 +64,38 @@ This report can be modified to find specific information by adjusting the :ref:`
 Use case: Identify employees with specific skills
 =================================================
 
-Since the :guilabel:`Appraisal Skills Report` organizes all skills by employee, it can be difficult
-to find employees with a specific skill at a specific level. To find these employees, a custom
-filter must be used.
+Since the :guilabel:`Appraisal Skills Report` organizes all skills by month, then employee, it can
+be difficult to find employees with a specific skill at a specific level. To find these employees, a
+custom filter must be used.
 
 In this example, the report is modified to show employees with an expert level of Javascript
 knowledge. To view only those employees, first remove all active filters in the search bar.
 
-Next, click the :icon:`fa-caret-down` :guilabel:`(down arrow)` icon in the search bar, then click
-:guilabel:`Add Custom Filter` beneath the :icon:`fa-filters` :guilabel:`Filters` column to load an
-:guilabel:`Add Custom Filter` pop-up window.
+Next, click the :icon:`fa-caret-down` :guilabel:`(Toggle Search Panel)` icon in the search bar, then
+click :guilabel:`Add Custom Filter` beneath the :icon:`fa-filters` :guilabel:`Filters` column to
+load an :guilabel:`Add Custom Filter` pop-up window.
 
 Using the drop-down menu in the first field, select :guilabel:`Skill`. Then, keep the second field
-as-is, and select :guilabel:`Javascript` from the third drop-down menu in the third field.
+as-is (:guilabel:`is in)`, and select :guilabel:`Javascript` from the third drop-down menu in the
+third field.
 
 Next, click :guilabel:`New Rule`, and another line appears. In this second line, select
-:guilabel:`Current Skill Level` for the first drop-down field, leave the second field as-is, then
-select :guilabel:`Expert` for the third drop-down field.
+:guilabel:`Current Level` for the first drop-down field, leave the second field as-is :guilabel:`(is
+in)`, then select :guilabel:`Expert` for the third drop-down field.
 
-After the :guilabel:`New Rule` button is clicked, the word :guilabel:`"any"` in the sentence
-:guilabel:`Match any of the following rules:`, changes from plain text into a drop-down menu. Click
-the :icon:`fa-caret-down` :guilabel:`(down arrow)` icon after the word :guilabel:`any`, and select
-:guilabel:`all`.
+After the second rule is added, navigate to the text at the top of the pop-up window that shows
+:guilabel:`Match any` :icon:`fa-caret-down` :guilabel:`of the following rules`. Click the drop-down
+menu for :guilabel:`any` and change it to :guilabel:`all`.
 
 Finally, click the :guilabel:`Add` button.
 
 .. image:: skills_evolution/javascript.png
-   :align: center
    :alt: The Custom Filter pop-up with the parameters set.
 
 Now, only employees that have an :guilabel:`Expert` level for the skill :guilabel:`Javascript`
 appear. In this example, only :guilabel:`Marc Demo` meets these criteria.
 
 .. image:: skills_evolution/results.png
-   :align: center
    :alt: The employees with expert Javascript skills.
 
 Use case: Assess highest improvement
@@ -105,7 +105,7 @@ Another way to modify the :guilabel:`Appraisal Skills Report` is to identify the
 the highest amount of improved skills over a specific period of time.
 
 To view this information, first remove the default filter in the search bar. Next, click the
-:icon:`fa-caret-down` :guilabel:`(down arrow)` icon in the search bar, then click
+:icon:`fa-caret-down` :guilabel:`(Toggle Search Panel)` icon in the search bar, then click
 :guilabel:`Improvement` beneath the :icon:`fa-filter` :guilabel:`Filters` column. Enabling this
 filter only presents skills that have improved.
 
@@ -119,11 +119,11 @@ the second drop-down field. Once :guilabel:`is between` is selected, a second fi
 the last field. Using the calendar selector, select the date range to apply the filter to. Once all
 the fields are properly formatted, click :guilabel:`Add`.
 
-The custom filter presents only the skills that have improved during the specified time period,
-organized by employee.
+The custom filter presents all skills that have been improved, organized by employee, in a default
+list view.
 
 .. example::
-   To determine the employee with the most amount of improved skills for the third quarter, remove
+   To determine the employee with the most amount of improved skills for the second quarter, remove
    the default filter in the search bar of the :guilabel:`Appraisal Skills Report`. Next, activate
    the :guilabel:`Improvement` filter, then click :guilabel:`Add Custom Filter` at the bottom of the
    :icon:`fa-filter` :guilabel:`Filters` column.
@@ -132,11 +132,8 @@ organized by employee.
    the first drop-down field, then select :guilabel:`is between` for the second drop-down field. Two
    date fields appear after :guilabel:`is between` is selected.
 
-   Using the calendar selector, set the first date to :guilabel:`07/01/2024` and the second date to
-   :guilabel:`09/30/2024`, then click :guilabel:`Add`.
-
-   These filters present only the skills that have improved during the third quarter (between July
-   1st and September 30th, 2024), organized by employee.
+   Using the calendar selector, set the first date to :guilabel:`04/01/2025` and the second date to
+   :guilabel:`06/30/2025`, then click :guilabel:`Add`.
 
    .. image:: skills_evolution/custom-filter.png
       :alt: The Custom Filter pop-up with the parameters set.
@@ -146,15 +143,14 @@ To view the number of employees and skills in further detail, click the :icon:`o
 pivot table with the employees populating the rows, and the only visible column represents the total
 number of improved skills.
 
-To expand more rows or columns to view which skill types had the most overall improvement, click
+To expand the columns to view which skill types had the most overall improvement, click
 :icon:`fa-plus-square` :guilabel:`Total` above the :guilabel:`Count` column, then click
-:guilabel:`Skill Type` from the resulting drop-down menu. This organizes the total improved skills
-by their respective skill type.
+:guilabel:`Add Custom Group` :icon:`fa-caret-down`, then click :guilabel:`Skill` from the resulting
+drop-down menu. This expands all the improved skills, organized by individual skill.
 
 .. example::
-   In this example, it is determined that :guilabel:`Charles Reginald` had the largest improvement
-   in the third quarter, with six improved skills. Additionally, they also had the most skill
-   improvements for both :guilabel:`Languages` (three) and :guilabel:`Programming Languages` (two).
+   In this example, :guilabel:`Audrey Peterson` improved the most in the third quarter, with five
+   improved skills.
 
   .. image:: skills_evolution/largest-improvement.png
      :alt: The pivot table showing the skill improvements for the third quarter.