[ADD] Appraisals: Schedule appraisals

content/applications/hr/appraisals.rst

@@ -4,33 +4,21 @@
 Appraisals
 ==========
 
-In Odoo, the *Appraisals* application can be used to evaluate employee performance on a recurring
-basis. Managers can evaluate the performance of their employees, and also allow employees to do a
-self-assessment of their own. Appraisals are customizable, and can be set for any kind of schedule
-desired.
-
-Appraisals give employees valuable feedback, including actionable goals to work toward, and
-measurable skills to improve upon. Additionally, appraisals may form the basis for raises,
-promotions, and other benefits.
-
-Regular appraisals are good for both the employees and the company, since they can accurately
-measure performance based on company goals, and show employees where they need to improve.
-
 Configuration
 =============
 
 The :guilabel:`Configuration` menu in the *Appraisals* application is where the settings can be
-configured, feedback templates can be edited, frequencies can be set, evaluation scales can be
-managed, data for 360 feedback can be stored, and goal tags can be viewed/created.
+configured, feedback templates can be edited, evaluation scales can be managed, data for 360 feedback
+can be stored, and goal tags can be viewed/created.
 
 Settings
---------
+========
 
 To access the *Settings* menu, navigate to :menuselection:`Appraisals application --> Configuration
 --> Settings`.
 
 Feedback templates
-~~~~~~~~~~~~~~~~~~
+------------------
 
 Feedback templates are form outlines used during an employee appraisal. Any edits made to a template
 are, ultimately, reflected in the appraisals sent to employees.
@@ -48,36 +36,8 @@ The :guilabel:`Manager Feedback Template` has the following sections: :guilabel:
 Any desired changes to the default feedback templates can be made by making changes directly in each
 template.
 
-Appraisals
-~~~~~~~~~~
-
-The :guilabel:`Appraisals` section of the settings menu determines the frequency that appraisals are
-performed, and if it is possible to request additional feedback.
-
-.. image:: appraisals/appraisals-setting.png
-   :align: center
-   :alt: The appraisals sections with the timeline filled in and 360 feedback enabled.
-
-.. _appraisals/appraisal-plan:
-
-Appraisals plans
-****************
-
-By default, appraisals are pre-configured to be automatically created six months after an employee
-is hired, with a second appraisal exactly six months after that.
-
-Once those two initial appraisals have been completed in the employee's first year, following
-appraisals are only created once a year (every twelve months).
-
-To modify this schedule, change the number of months in the blank fields under the
-:guilabel:`Appraisals Plans` section.
-
-.. important::
-   If the :guilabel:`Appraisals Plans` section is modified, **all** empty :guilabel:`Next Appraisal
-   Dates` are modified for **all** employees.
-
 360 feedback
-************
+============
 
 The :guilabel:`360 Feedback` option can be enabled to allow managers to request feedback from other
 employees using a different survey form, at any time, independent of the appraisal schedule.
@@ -98,7 +58,7 @@ document.
    *Surveys* application **must** be installed.
 
 Evaluation scale
-----------------
+================
 
 On each employee appraisal form, final rating options appear by default. To view and edit these
 options, navigate to :menuselection:`Appraisals application --> Configuration --> Evaluation Scale`.
@@ -119,7 +79,7 @@ of a rating, and drag the rating to the desired position on the list.
    :alt: The evaluation scale, with the new button and click and drag icons highlighted.
 
 360 feedback
-------------
+============
 
 The :guilabel:`360 Feedback` section displays information for all the surveys currently configured
 in the *Appraisals* application. To view the surveys, and their statistics, navigate to
@@ -171,6 +131,7 @@ document.
    In previous versions of Odoo, this section was referred to as :guilabel:`Surveys`.
 
 .. seealso::
+   - :doc:`appraisals/schedule_appraisals`
    - :doc:`appraisals/new_appraisals`
    - :doc:`appraisals/goals`
    - :doc:`appraisals/appraisal_analysis`
@@ -179,6 +140,7 @@ document.
 .. toctree::
    :titlesonly:
 
+   appraisals/schedule_appraisals
    appraisals/new_appraisals
    appraisals/goals
    appraisals/appraisal_analysis

content/applications/hr/appraisals/schedule_appraisals.rst

@@ -0,0 +1,92 @@
+===================
+Schedule appraisals
+===================
+
+Odoo's **Appraisals** app helps managers run recurring performance reviews. Each review can include
+a self-assessment and can follow any schedule the company sets.
+
+Regular appraisals turn day-to-day work into clear goals and measurable skill targets. They also
+supply the objective evidence HR needs for raises or promotions, and keep individual performance
+aligned with company KPIs.
+
+Reviews can be :ref:`scheduled automatically <appraisals/auto>` through an :ref:`appraisal plan
+<appraisals/appraisal-plan>` that triggers evaluations at set intervals, or :ref:`created manually
+<appraisals/manual>` whenever needed—such as before a promotion or department transfer.
+
+.. _appraisals/auto:
+
+Automatic scheduling
+====================
+
+To ensure no appraisal is missed, enable automatic scheduling by going to :menuselection:`Appraisals
+app --> Configuration --> Settings`.
+
+The :guilabel:`Appraisals Plan` settings determines the frequency that appraisals are scheduled.
+
+.. image:: schedule_appraisals/appraisals-setting.png
+   :alt: The appraisals sections with the timeline filled in and 360 feedback enabled.
+
+.. _appraisals/appraisal-plan:
+
+Appraisals plans
+----------------
+
+By default, appraisals are preconfigured to be automatically created six months after an employee is
+hired, with a second appraisal exactly six months after that.
+
+Once those two initial appraisals have been completed in the employee's first year, following
+appraisals are only created once a year (every twelve months).
+
+To modify this schedule, change the number of months in the blank fields under the
+:guilabel:`Appraisals Plans` section.
+
+.. important::
+   Changing the :guilabel:`Appraisals Plans` field updates **every** employee record whose
+   :guilabel:`Next Appraisal Dates` is empty.
+
+Appraisals automation
+---------------------
+
+Tick the checkbox next to :guilabel:`Appraisals Automation` to have Odoo automatically schedule
+*and* confirm appraisals.
+
+Appraisals are scheduled according to the :ref:`appraisal plan <appraisals/appraisal-plan>`.
+
+.. _appraisals/manual:
+
+Manually schedule an appraisal
+==============================
+
+Managers can schedule an appraisal at any time, outside the regular cycle.
+
+For example, if an employee is promoted, or transfers to a new role or a new department, an
+appraisal is scheduled to assess performance in the current role.
+
+To create a new appraisal, open the :menuselection:`Appraisals` app, and click the :guilabel:`New`
+button in the upper-left corner. This opens a blank :guilabel:`Appraisals` form.
+
+First, using the drop-down menu, select the employee being evaluated, in the first field on the
+form. Once an employee is selected, the employee's :guilabel:`Manager`, :guilabel:`Job Position`,
+and :guilabel:`Department` fields are populated according to the information on the employee record.
+
+The current date populates the :guilabel:`Appraisal Date` field, which is the date the appraisal is
+scheduled to be completed. Using the calendar selector, adjust the date, if desired. This field is
+typically updated when the manager submits their final rating at the end of the appraisal process.
+
+If there is an :ref:`appraisal plan <appraisals/appraisal-plan>` configured, the :guilabel:`Next
+Appraisal Date` field displays :guilabel:`Ongoing`. This indicates that the following appraisal will
+be scheduled according to the appraisal schedule. Once the appraisal is marked as complete, the
+:guilabel:`Next Appraisal Date` is updated with the date of the next appraisal.
+
+Last, select the desired :guilabel:`Appraisal Template`. The :guilabel:`Default Template` populates
+this field, by default, and is created when the **Appraisals** app is installed. Using the drop-down
+menu, select a different template, if desired.
+
+Once the information in the top-half of the :guilabel:`Appraisals` form is complete, click the
+:guilabel:`Confirm` button in the upper-left corner, and the appraisal is scheduled, and the
+employee is notified.
+
+Once the appraisal is confirmed, both the employee and manager can start to fill out the appraisal.
+
+.. image:: schedule_appraisals/new-appraisal.png
+   :alt: A new appraisal form with the top half filled out.