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| -:show-content: |
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2 | 2 |
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3 | 3 | ==========
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4 | 4 | Appraisals
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5 | 5 | ==========
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6 | 6 |
|
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| -Configuration |
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| -============= |
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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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| -configured, feedback templates can be edited, evaluation scales can be managed, data for 360 |
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| -feedback can be stored, and goal tags can be viewed/created. |
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| - |
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| -Settings |
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| -======== |
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| - |
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| -To access the *Settings* menu, navigate to :menuselection:`Appraisals application --> Configuration |
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| ---> Settings`. |
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| - |
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| -Feedback templates |
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| ------------------- |
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| - |
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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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| - |
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| -There are two default templates pre-configured in Odoo *Appraisals*: 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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| - |
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| -The :guilabel:`Employee Feedback Template` has the following sections: :guilabel:`My work`, |
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| -:guilabel:`My future`, and :guilabel:`My feelings`. |
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| - |
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| -The :guilabel:`Manager Feedback Template` has the following sections: :guilabel:`Feedback`, |
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| -:guilabel:`Evaluation`, and :guilabel:`Improvements`. |
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| - |
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| -Any desired changes to the default feedback templates can be made by making changes directly in each |
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| -template. |
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| - |
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| -360 feedback |
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| -============ |
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| - |
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| -The :guilabel:`360 Feedback` option can be enabled to allow managers to request feedback from other |
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| -employees using a different survey form, at any time, independent of the appraisal schedule. |
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| - |
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| -Typically, managers ask for feedback from other people who work with an employee they manage. This |
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| -includes the employee's various managers, peers, and direct reports. |
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| - |
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| -To view the :guilabel:`360 Feedback` survey, click the :guilabel:`→ Internal link` icon at the end |
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| -of the :guilabel:`Default Template` field. The :guilabel:`360 Feedback` survey loads, and any |
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| -desired changes to the survey can be made. |
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| - |
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| -For more information on how to edit a survey, refer to the :doc:`../marketing/surveys/create` |
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| -document. |
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| - |
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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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| - 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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| - |
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| -Evaluation scale |
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| -================ |
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| - |
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| -On each employee appraisal form, final rating options appear by default. To view and edit these |
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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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| - |
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| -The pre-configured 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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| - |
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| -When the :guilabel:`New` button is clicked on the :guilabel:`Evaluation Scale` page, a blank line |
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| -appears at the bottom of the list. Enter the name of the rating in the field. |
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| - |
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| -To rearrange the order of the ratings, click the :guilabel:`(six small gray boxes)` icon to the left |
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| -of a rating, and drag the rating to the desired position on the list. |
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| - |
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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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| - |
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| -.. seealso:: |
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| - - :doc:`appraisals/schedule_appraisals` |
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| - - :doc:`appraisals/new_appraisals` |
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| - - :doc:`appraisals/appraisal_templates` |
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| - - :doc:`appraisals/360` |
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| - - :doc:`appraisals/goals` |
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| - - :doc:`appraisals/appraisal_analysis` |
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| - - :doc:`appraisals/skills_evolution` |
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| - |
90 | 7 | .. toctree::
|
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| - :titlesonly: |
92 | 8 |
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93 | 9 | appraisals/schedule_appraisals
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94 | 10 | appraisals/new_appraisals
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