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[IMP] Appraisals: Update main doc
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content/applications/hr/appraisals.rst

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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.
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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
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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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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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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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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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