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Appraisals
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==========
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- In Odoo, the *Appraisals * application can be used to evaluate employee performance on a recurring
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+ In Odoo, the ** Appraisals * * application can be used to evaluate employee performance on a recurring
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basis. Managers can evaluate the performance of their employees, and also allow employees to do a
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self-assessment of their own. Appraisals are customizable, and can be set for any kind of schedule
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desired.
@@ -19,14 +19,14 @@ measure performance based on company goals, and show employees where they need t
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Configuration
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=============
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- The :guilabel: `Configuration ` menu in the *Appraisals * application is where the settings can be
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+ The :guilabel: `Configuration ` menu in the ** Appraisals * * application is where the settings can be
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configured, feedback templates can be edited, frequencies can be set, evaluation scales can be
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managed, data for 360 feedback can be stored, and goal tags can be viewed/created.
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Settings
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--------
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- To access the *Settings * menu, navigate to :menuselection: `Appraisals application --> Configuration
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+ To access the *Settings * menu, navigate to :menuselection: `Appraisals app --> Configuration
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--> Settings `.
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Feedback templates
@@ -35,7 +35,7 @@ Feedback templates
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Feedback templates are form outlines used during an employee appraisal. Any edits made to a template
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are, ultimately, reflected in the appraisals sent to employees.
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- There are two default templates pre-configured in Odoo * Appraisals * : one for employee feedback, and
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+ Odoo ** Appraisals ** comes with two preconfigured default templates : one for employee feedback, and
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one for manager feedback. Each contains several sections, along with questions, and brief
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explanations for how to respond to the questions.
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@@ -55,15 +55,14 @@ The :guilabel:`Appraisals` section of the settings menu determines the frequency
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performed, and if it is possible to request additional feedback.
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.. image :: appraisals/appraisals-setting.png
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- :align: center
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:alt: The appraisals sections with the timeline filled in and 360 feedback enabled.
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.. _appraisals/appraisal-plan :
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Appraisals plans
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****************
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- By default, appraisals are pre-configured to be automatically created six months after an employee
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+ By default, appraisals are preconfigured to be automatically created six months after an employee
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is hired, with a second appraisal exactly six months after that.
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Once those two initial appraisals have been completed in the employee's first year, following
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document.
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.. important ::
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- The :guilabel: `360 Feedback ` form is a pre-configured survey within the *Surveys * application. In
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+ The :guilabel: `360 Feedback ` form is a preconfigured survey within the *Surveys * application. In
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order to use the :guilabel: `360 Feedback ` option, including the ability to edit the survey, the
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*Surveys * application **must ** be installed.
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@@ -104,7 +103,7 @@ On each employee appraisal form, final rating options appear by default. To view
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options, navigate to :menuselection: `Appraisals application --> Configuration --> Evaluation Scale `.
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This presents the ratings in a list view.
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- The pre-configured ratings are :guilabel: `Needs Improvement `, :guilabel: `Meets Expectations `,
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+ The preconfigured ratings are :guilabel: `Needs Improvement `, :guilabel: `Meets Expectations `,
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:guilabel: `Exceeds Expectations `, and :guilabel: `Strongly Exceeds Expectations `. To add another
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rating, click the :guilabel: `New ` button.
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@@ -115,18 +114,16 @@ To rearrange the order of the ratings, click the :guilabel:`(six small gray boxe
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of a rating, and drag the rating to the desired position on the list.
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.. image :: appraisals/evaluation-scale.png
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- :align: center
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:alt: The evaluation scale, with the new button and click and drag icons highlighted.
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360 feedback
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------------
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The :guilabel: `360 Feedback ` section displays information for all the surveys currently configured
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- in the *Appraisals * application. To view the surveys, and their statistics, navigate to
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+ in the ** Appraisals * * application. To view the surveys, and their statistics, navigate to
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:menuselection: `Appraisals application --> Configuration --> 360 Feedback `.
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.. image :: appraisals/survey-list.png
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- :align: center
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:alt: A list view of all available surveys in the Appraisals application.
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Each appraisal (or survey) is presented in its own line on the :guilabel: `360 Feedback ` page, along
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