|
| 1 | +====== |
| 2 | +Badges |
| 3 | +====== |
| 4 | + |
| 5 | +In Odoo, employees can earn badges, either automatically through :doc:`challenges created in the CRM |
| 6 | +app <../../sales/crm/optimize/gamification>`, through **eLearning** courses, or manually, as |
| 7 | +managers decide to award them. |
| 8 | + |
| 9 | +Badges are a way to gamify the work day, and can be created for any reason, and can be granted to |
| 10 | +any user. |
| 11 | + |
| 12 | +.. important:: |
| 13 | + Badges can **only** be awarded to :doc:`users of the database <../../general/users>`, *and* if |
| 14 | + the **eLearning** app is installed. |
| 15 | + |
| 16 | +View available badges |
| 17 | +===================== |
| 18 | + |
| 19 | +To view the available badges that are configured by default, navigate to :menuselection:`Employees |
| 20 | +app --> Configuration --> Badges`. |
| 21 | + |
| 22 | +All badges appear in a default Kanban view, with the badge's :guilabel:`Name` and image displayed. |
| 23 | +Additionally, the number of users awarded the badge for both the current month, and in total, |
| 24 | +appears, along with the badge description, and the avatar for each user who received the badge. |
| 25 | + |
| 26 | +Each badge has a :guilabel:`Grant` button to :ref:`award the badge <employees/grant_badge>` from the |
| 27 | +:guilabel:`Badges` dashboard. |
| 28 | + |
| 29 | +.. image:: badges/badges.png |
| 30 | + :alt: All the available badges, on the Badges dashboard. |
| 31 | + |
| 32 | +Create badges |
| 33 | +============= |
| 34 | + |
| 35 | +Badges can be created in the database when the default badges are not sufficient. This can be done |
| 36 | +from the :guilabel:`Badges` dashboard in the **Employees** app, or from the **CRM** app. |
| 37 | + |
| 38 | +To add a badge in the **Employees** app, first navigate to :menuselection:`Employees app --> |
| 39 | +Configuration --> Badges`, then click the :guilabel:`New` button in the upper-left corner. |
| 40 | + |
| 41 | +Fill out the badge form as outlined in the :ref:`CRM documentation <crm/create-rewards>`. |
| 42 | + |
| 43 | +View employee badges |
| 44 | +==================== |
| 45 | + |
| 46 | +To view badges awarded to an employee, open the **Employees** app, and click on an employee record. |
| 47 | +Click on the :guilabel:`Received Badges` tab to view any awarded badges. |
| 48 | + |
| 49 | +.. note:: |
| 50 | + If this tab is not visible, it means there is no :guilabel:`Related User` in the |
| 51 | + :guilabel:`Settings` tab. Once a user populates the :guilabel:`Related User` field, the |
| 52 | + :guilabel:`Badges` tab appears. |
| 53 | + |
| 54 | +If no badges have been awarded, the following text appears in the :guilabel:`Badges` tab: |
| 55 | + |
| 56 | +`Grant this employee his first badge.` |
| 57 | + |
| 58 | +`Badges are rewards of good work. Give them to people you believe deserve it.` |
| 59 | + |
| 60 | +.. _employees/grant_badge: |
| 61 | + |
| 62 | +Grant badges |
| 63 | +============ |
| 64 | + |
| 65 | +To grant a badge to an employee, open the employee record, and click into the :guilabel:`Received |
| 66 | +Badges` tab. Click the :guilabel:`Grant a Badge` button to load a :guilabel:`Reward Employee` pop-up |
| 67 | +window. |
| 68 | + |
| 69 | +Using the drop-down menu, select the badge being awarded in the :guilabel:`What are you thankful |
| 70 | +for?` field. The default options are :guilabel:`Good Job`, :guilabel:`Problem Solver`, and |
| 71 | +:guilabel:`Brilliant`. |
| 72 | + |
| 73 | +.. note:: |
| 74 | + Additional options appear (e.g., :guilabel:`Get Started`, :guilabel:`Power user`, |
| 75 | + :guilabel:`community Hero`) which are associated with challenges. These are automatically granted |
| 76 | + through completed challenges. While these can be awarded at any time, it is advised to grant |
| 77 | + badges manually that are *not* associated with a challenge. |
| 78 | + |
| 79 | +Next, enter a brief summary why the badge is being granted in the field displaying |
| 80 | +:guilabel:`Describe what they did and why it matters (will be public)` field. Last, click the |
| 81 | +:guilabel:`Reward Employee` button, and the badge is awarded, and is visible in the |
| 82 | +:guilabel:`Badges` tab. |
| 83 | + |
| 84 | +.. note:: |
| 85 | + Users cannot grant themselves badges. An error message appears if attempted. |
| 86 | + |
| 87 | +.. image:: badges/badge.png |
| 88 | + :alt: The 'Reward Employee' field populated. |
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