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1 | | -:show-content: |
| 1 | +:nosearch: |
2 | 2 |
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3 | 3 | ========== |
4 | 4 | Appraisals |
5 | 5 | ========== |
6 | 6 |
|
7 | | -Configuration |
8 | | -============= |
9 | | - |
10 | | -The :guilabel:`Configuration` menu in the *Appraisals* application is where the settings can be |
11 | | -configured, feedback templates can be edited, evaluation scales can be managed, data for 360 |
12 | | -feedback can be stored, and goal tags can be viewed/created. |
13 | | - |
14 | | -Settings |
15 | | -======== |
16 | | - |
17 | | -To access the *Settings* menu, navigate to :menuselection:`Appraisals application --> Configuration |
18 | | ---> Settings`. |
19 | | - |
20 | | -Feedback templates |
21 | | ------------------- |
22 | | - |
23 | | -Feedback templates are form outlines used during an employee appraisal. Any edits made to a template |
24 | | -are, ultimately, reflected in the appraisals sent to employees. |
25 | | - |
26 | | -There are two default templates pre-configured in Odoo *Appraisals*: one for employee feedback, and |
27 | | -one for manager feedback. Each contains several sections, along with questions, and brief |
28 | | -explanations for how to respond to the questions. |
29 | | - |
30 | | -The :guilabel:`Employee Feedback Template` has the following sections: :guilabel:`My work`, |
31 | | -:guilabel:`My future`, and :guilabel:`My feelings`. |
32 | | - |
33 | | -The :guilabel:`Manager Feedback Template` has the following sections: :guilabel:`Feedback`, |
34 | | -:guilabel:`Evaluation`, and :guilabel:`Improvements`. |
35 | | - |
36 | | -Any desired changes to the default feedback templates can be made by making changes directly in each |
37 | | -template. |
38 | | - |
39 | | -360 feedback |
40 | | -============ |
41 | | - |
42 | | -The :guilabel:`360 Feedback` option can be enabled to allow managers to request feedback from other |
43 | | -employees using a different survey form, at any time, independent of the appraisal schedule. |
44 | | - |
45 | | -Typically, managers ask for feedback from other people who work with an employee they manage. This |
46 | | -includes the employee's various managers, peers, and direct reports. |
47 | | - |
48 | | -To view the :guilabel:`360 Feedback` survey, click the :guilabel:`→ Internal link` icon at the end |
49 | | -of the :guilabel:`Default Template` field. The :guilabel:`360 Feedback` survey loads, and any |
50 | | -desired changes to the survey can be made. |
51 | | - |
52 | | -For more information on how to edit a survey, refer to the :doc:`../marketing/surveys/create` |
53 | | -document. |
54 | | - |
55 | | -.. important:: |
56 | | - The :guilabel:`360 Feedback` form is a pre-configured survey within the *Surveys* application. In |
57 | | - order to use the :guilabel:`360 Feedback` option, including the ability to edit the survey, the |
58 | | - *Surveys* application **must** be installed. |
59 | | - |
60 | | -Evaluation scale |
61 | | -================ |
62 | | - |
63 | | -On each employee appraisal form, final rating options appear by default. To view and edit these |
64 | | -options, navigate to :menuselection:`Appraisals application --> Configuration --> Evaluation Scale`. |
65 | | -This presents the ratings in a list view. |
66 | | - |
67 | | -The pre-configured ratings are :guilabel:`Needs Improvement`, :guilabel:`Meets Expectations`, |
68 | | -:guilabel:`Exceeds Expectations`, and :guilabel:`Strongly Exceeds Expectations`. To add another |
69 | | -rating, click the :guilabel:`New` button. |
70 | | - |
71 | | -When the :guilabel:`New` button is clicked on the :guilabel:`Evaluation Scale` page, a blank line |
72 | | -appears at the bottom of the list. Enter the name of the rating in the field. |
73 | | - |
74 | | -To rearrange the order of the ratings, click the :guilabel:`(six small gray boxes)` icon to the left |
75 | | -of a rating, and drag the rating to the desired position on the list. |
76 | | - |
77 | | -.. image:: appraisals/evaluation-scale.png |
78 | | - :align: center |
79 | | - :alt: The evaluation scale, with the new button and click and drag icons highlighted. |
80 | | - |
81 | | -.. seealso:: |
82 | | - - :doc:`appraisals/schedule_appraisals` |
83 | | - - :doc:`appraisals/new_appraisals` |
84 | | - - :doc:`appraisals/appraisal_templates` |
85 | | - - :doc:`appraisals/360` |
86 | | - - :doc:`appraisals/goals` |
87 | | - - :doc:`appraisals/appraisal_analysis` |
88 | | - - :doc:`appraisals/skills_evolution` |
89 | | - |
90 | 7 | .. toctree:: |
91 | | - :titlesonly: |
92 | 8 |
|
93 | 9 | appraisals/schedule_appraisals |
94 | 10 | appraisals/new_appraisals |
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