diff --git a/content/applications/hr/employees.rst b/content/applications/hr/employees.rst index 60c10bc1c8..3f520bb782 100644 --- a/content/applications/hr/employees.rst +++ b/content/applications/hr/employees.rst @@ -27,6 +27,11 @@ reporting. Certify employees as subject matter experts with certifications. + .. card:: Badges + :target: employees/badges + + Grant badges to employees for performance and achievements. + .. card:: Equipment :target: employees/equipment @@ -114,6 +119,7 @@ employee record. employees/onboarding employees/departments employees/certifications + employees/badges employees/equipment employees/offboarding employees/retention_report diff --git a/content/applications/hr/employees/badges.rst b/content/applications/hr/employees/badges.rst new file mode 100644 index 0000000000..5d67c695db --- /dev/null +++ b/content/applications/hr/employees/badges.rst @@ -0,0 +1,88 @@ +====== +Badges +====== + +In Odoo, employees can earn badges, either automatically through :doc:`challenges created in the CRM +app <../../sales/crm/optimize/gamification>`, through **eLearning** courses, or manually, as +managers decide to award them. + +Badges are a way to gamify the work day, and can be created for any reason, and can be granted to +any user. + +.. important:: + Badges can **only** be awarded to :doc:`users of the database <../../general/users>`, *and* if + the **eLearning** app is installed. + +View available badges +===================== + +To view the available badges that are configured by default, navigate to :menuselection:`Employees +app --> Configuration --> Badges`. + +All badges appear in a default Kanban view, with the badge's :guilabel:`Name` and image displayed. +Additionally, the number of users awarded the badge for both the current month, and in total, +appears, along with the badge description, and the avatar for each user who received the badge. + +Each badge has a :guilabel:`Grant` button to :ref:`award the badge ` from the +:guilabel:`Badges` dashboard. + +.. image:: badges/badges.png + :alt: All the available badges, on the Badges dashboard. + +Create badges +============= + +Badges can be created in the database when the default badges are not sufficient. This can be done +from the :guilabel:`Badges` dashboard in the **Employees** app, or from the **CRM** app. + +To add a badge in the **Employees** app, first navigate to :menuselection:`Employees app --> +Configuration --> Badges`, then click the :guilabel:`New` button in the upper-left corner. + +Fill out the badge form as outlined in the :ref:`CRM documentation `. + +View employee badges +==================== + +To view badges awarded to an employee, open the **Employees** app, and click on an employee record. +Click on the :guilabel:`Received Badges` tab to view any awarded badges. + +.. note:: + If this tab is not visible, it means there is no :guilabel:`Related User` in the + :guilabel:`Settings` tab. Once a user populates the :guilabel:`Related User` field, the + :guilabel:`Badges` tab appears. + +If no badges have been awarded, the following text appears in the :guilabel:`Badges` tab: + +`Grant this employee his first badge.` + +`Badges are rewards of good work. Give them to people you believe deserve it.` + +.. _employees/grant_badge: + +Grant badges +============ + +To grant a badge to an employee, open the employee record, and click into the :guilabel:`Received +Badges` tab. Click the :guilabel:`Grant a Badge` button to load a :guilabel:`Reward Employee` pop-up +window. + +Using the drop-down menu, select the badge being awarded in the :guilabel:`What are you thankful +for?` field. The default options are :guilabel:`Good Job`, :guilabel:`Problem Solver`, and +:guilabel:`Brilliant`. + +.. note:: + Additional options appear (e.g., :guilabel:`Get Started`, :guilabel:`Power user`, + :guilabel:`community Hero`) which are associated with challenges. These are automatically granted + through completed challenges. While these can be awarded at any time, it is advised to grant + badges manually that are *not* associated with a challenge. + +Next, enter a brief summary why the badge is being granted in the field displaying +:guilabel:`Describe what they did and why it matters (will be public)` field. Last, click the +:guilabel:`Reward Employee` button, and the badge is awarded, and is visible in the +:guilabel:`Badges` tab. + +.. note:: + Users cannot grant themselves badges. An error message appears if attempted. + +.. image:: badges/badge.png + :alt: The 'Reward Employee' field populated. diff --git a/content/applications/hr/employees/badges/badge.png b/content/applications/hr/employees/badges/badge.png new file mode 100644 index 0000000000..3eaaa09d38 Binary files /dev/null and b/content/applications/hr/employees/badges/badge.png differ diff --git a/content/applications/hr/employees/badges/badges.png b/content/applications/hr/employees/badges/badges.png new file mode 100644 index 0000000000..dc03003014 Binary files /dev/null and b/content/applications/hr/employees/badges/badges.png differ