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content/applications/hr/appraisals/appraisal_analysis.md
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# Appraisal analysis
The **Appraisals** app has the ability to report on all the appraisals in the system, including
past, present, and future appraisals, and their respective statuses. This report helps managers
track scheduled appraisals, and identify any overdue or unconfirmed ones.
To access the *Appraisal Analysis* report, navigate to {menuselection}`Appraisals app --> Reporting
--> Appraisal Analysis`.
On the {guilabel}`Appraisal Analysis` page, a report loads, displaying all the appraisals in the
database. Each entry is highlighted in a different color to represent their status:
| Color | Status | Meaning |
| ------ | -------------------------- | ----------------------------------------------- |
| Yellow | {guilabel}`Done` | The appraisal was completed. |
| Orange | {guilabel}`Appraisal Sent` | The appraisal was confirmed, but not completed. |
| Red | {guilabel}`Cancelled` | The appraisal was cancelled. |
| Gray | {guilabel}`To Start` | The appraisal was scheduled, but not confirmed. |
:::{note}
Appraisals are scheduled automatically (appear in gray), according to their respective
{ref}`appraisals/appraisal-plan`.
:::
The report displays the current year, in a default Gantt view, grouped by department, with the
current month highlighted.
To change the period of time that is presented, adjust the date settings in the top-left corner of
the report by clicking the default {guilabel}`Year` to reveal a drop-down menu of options. The
options to display are {guilabel}`Day`, {guilabel}`Week`, {guilabel}`Month`, and {guilabel}`Year`.
Use the adjacent arrows to move forward or backward in time.
At any point, click the {guilabel}`Today` button to have the Gantt view include today's date in the
view.
To view the details of any appraisal, click on any appraisal. A pop-over window appears, displaying
the due date for the appraisal. To view more details, click the {guilabel}`View` button, and further
details appear in a pop-up window.
The report can have other {ref}`filters <search/filters>` and {ref}`groupings <search/group>` set in
the search bar at the top.
```{image} appraisal_analysis/analysis.png
:align: center
:alt: A report showing all the appraisals for the Appraisal Analysis report.
```
(appraisals-group-status)=
## Group by status
When a company has a large number of employees, the default {guilabel}`Appraisal Analysis` report
may display too much information to view easily. In this scenario, viewing the data by status can be
beneficial.
First, remove the default {icon}`oi-group` {guilabel}`Department` grouping from the search bar.
Next, click the {icon}`fa-caret-down` {guilabel}`(down arrow)` icon in the far-right of the search
bar. Click {guilabel}`Status` in the {icon}`oi-group` {guilabel}`Group By` column. Click away from
the drop-down menu to close it.
All the appraisals are now organized by status, in the following order: {guilabel}`Cancelled`,
{guilabel}`Done`, {guilabel}`To Start`, and {guilabel}`Appraisal Sent`.
This view makes it easy to see which appraisals need to be completed, and when, as well as which
appraisals still need to be confirmed.
```{image} appraisal_analysis/by-status.png
:align: center
:alt: A report showing all the appraisals, grouped by status.
```
## Use case: view only the user's appraisals
When viewing the {guilabel}`Appraisal Analysis` report, it can save time to only view the appraisals
the signed-in user is responsible for, and hide the rest.
To only view this data, click the {icon}`fa-caret-down` {guilabel}`(down arrow)` icon in the
far-right of the search bar, revealing a drop-down menu.
:::{note}
It is not necessary to remove the default {icon}`oi-group` {guilabel}`Department` grouping. If it
remains active, the results are grouped by department. If it is removed, the results appear in a
list, alphabetically.
:::
Click {guilabel}`Add Custom Filter` at the bottom of the {icon}`fa-filter` {guilabel}`Filters`
column, and a {guilabel}`Add Custom Filter` pop-up window appears.
Click into the first field, and a pop-over appears with a variety of options. Click the
{icon}`fa-chevron-right` {guilabel}`(right arrow)` icon after the word {guilabel}`Employee`, then
scroll down and click on {guilabel}`Manager`. Next, set the middle field to {guilabel}`=`
{guilabel}`(equal)`. Last, click the third field and select the desired user from the list. When all
the fields are set, click {guilabel}`Add`.
```{image} appraisal_analysis/custom.png
:align: center
:alt: A customized filter to show only the user's employees.
```
Now, the only appraisals that appear are the appraisals that the selected user is responsible for,
instead of viewing *all* the appraisals.
This report can also be {ref}`grouped by status <appraisals/group-status>`.
```{image} appraisal_analysis/users-appraisals.png
:align: center
:alt: A report showing only the appraisals the user is responsible for, by status.
```
:::{seealso}
- {doc}`Odoo essentials reporting <../../essentials/reporting>`
- {doc}`../../essentials/search`
:::
content/applications/hr/appraisals/appraisal_analysis.rst
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==================
Appraisal analysis
==================
The **Appraisals** app has the ability to report on all the appraisals in the system, including
past, present, and future appraisals, and their respective statuses. This report helps managers
track scheduled appraisals, and identify any overdue or unconfirmed ones.
To access the *Appraisal Analysis* report, navigate to :menuselection:`Appraisals app --> Reporting
--> Appraisal Analysis`.
On the :guilabel:`Appraisal Analysis` page, a report loads, displaying all the appraisals in the
database. Each entry is highlighted in a different color to represent their status:
+-----------+----------------------------+------------------------------------------------+
| Color | Status | Meaning |
+===========+============================+================================================+
| Yellow |:guilabel:`Done` | The appraisal was completed. |
+-----------+----------------------------+------------------------------------------------+
| Orange |:guilabel:`Appraisal Sent` |The appraisal was confirmed, but not completed. |
+-----------+----------------------------+------------------------------------------------+
| Red |:guilabel:`Cancelled` |The appraisal was cancelled. |
+-----------+----------------------------+------------------------------------------------+
| Gray |:guilabel:`To Start` | The appraisal was scheduled, but not confirmed.|
+-----------+----------------------------+------------------------------------------------+
.. note::
Appraisals are scheduled automatically (appear in gray), according to their respective
:ref:`appraisals/appraisal-plan`.
The report displays the current year, in a default Gantt view, grouped by department, with the
current month highlighted.
To change the period of time that is presented, adjust the date settings in the top-left corner of
the report by clicking the default :guilabel:`Year` to reveal a drop-down menu of options. The
options to display are :guilabel:`Day`, :guilabel:`Week`, :guilabel:`Month`, and :guilabel:`Year`.
Use the adjacent arrows to move forward or backward in time.
At any point, click the :guilabel:`Today` button to have the Gantt view include today's date in the
view.
To view the details of any appraisal, click on any appraisal. A pop-over window appears, displaying
the due date for the appraisal. To view more details, click the :guilabel:`View` button, and further
details appear in a pop-up window.
The report can have other :ref:`filters <search/filters>` and :ref:`groupings <search/group>` set in
the search bar at the top.
.. image:: appraisal_analysis/analysis.png
:align: center
:alt: A report showing all the appraisals for the Appraisal Analysis report.
.. _appraisals/group-status:
Group by status
===============
When a company has a large number of employees, the default :guilabel:`Appraisal Analysis` report
may display too much information to view easily. In this scenario, viewing the data by status can be
beneficial.
First, remove the default :icon:`oi-group` :guilabel:`Department` grouping from the search bar.
Next, click the :icon:`fa-caret-down` :guilabel:`(down arrow)` icon in the far-right of the search
bar. Click :guilabel:`Status` in the :icon:`oi-group` :guilabel:`Group By` column. Click away from
the drop-down menu to close it.
All the appraisals are now organized by status, in the following order: :guilabel:`Cancelled`,
:guilabel:`Done`, :guilabel:`To Start`, and :guilabel:`Appraisal Sent`.
This view makes it easy to see which appraisals need to be completed, and when, as well as which
appraisals still need to be confirmed.
.. image:: appraisal_analysis/by-status.png
:align: center
:alt: A report showing all the appraisals, grouped by status.
Use case: view only the user's appraisals
=========================================
When viewing the :guilabel:`Appraisal Analysis` report, it can save time to only view the appraisals
the signed-in user is responsible for, and hide the rest.
To only view this data, click the :icon:`fa-caret-down` :guilabel:`(down arrow)` icon in the
far-right of the search bar, revealing a drop-down menu.
.. note::
It is not necessary to remove the default :icon:`oi-group` :guilabel:`Department` grouping. If it
remains active, the results are grouped by department. If it is removed, the results appear in a
list, alphabetically.
Click :guilabel:`Add Custom Filter` at the bottom of the :icon:`fa-filter` :guilabel:`Filters`
column, and a :guilabel:`Add Custom Filter` pop-up window appears.
Click into the first field, and a pop-over appears with a variety of options. Click the
:icon:`fa-chevron-right` :guilabel:`(right arrow)` icon after the word :guilabel:`Employee`, then
scroll down and click on :guilabel:`Manager`. Next, set the middle field to :guilabel:`=`
:guilabel:`(equal)`. Last, click the third field and select the desired user from the list. When all
the fields are set, click :guilabel:`Add`.
.. image:: appraisal_analysis/custom.png
:align: center
:alt: A customized filter to show only the user's employees.
Now, the only appraisals that appear are the appraisals that the selected user is responsible for,
instead of viewing *all* the appraisals.
This report can also be :ref:`grouped by status <appraisals/group-status>`.
.. image:: appraisal_analysis/users-appraisals.png
:align: center
:alt: A report showing only the appraisals the user is responsible for, by status.
.. seealso::
- :doc:`Odoo essentials reporting <../../essentials/reporting>`
- :doc:`../../essentials/search`
content/applications/hr/appraisals/goals.md
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# Goals
The Odoo *Appraisals* application allows managers to set goals for their employees. That way,
employees know what to work toward before their next review.
To view all goals, navigate to {menuselection}`Appraisals app --> Goals`. This presents all the
goals for every employee, in a default Kanban view.
(appraisals-goal-card)=
Each goal card contains the following information:
- {guilabel}`Goal`: the name of the goal.
- {guilabel}`Employee`: the employee the goal is assigned to.
- {icon}`fa-clock-o` {guilabel}`(clock)` icon: displays the corresponding {doc}`activity icon
<../../essentials/activities>` for the record. If no activities are scheduled, the default icon is
the {icon}`fa-clock-o` {guilabel}`(clock)`. If any activities have been scheduled, the icon
represents the activity scheduled soonest.
- {guilabel}`Deadline`: the due date for the goal.
- {guilabel}`Progress`: the percentage of competency set for the goal. The options are
{guilabel}`0%`, {guilabel}`25%`, {guilabel}`50%`, {guilabel}`75%`, or {guilabel}`100%`.
- {guilabel}`Employee Icon`: the profile icon of the employee the goal is assigned to.
If a goal is completed, a {guilabel}`Done` banner appears in the top-right corner of the goal card.
```{image} goals/goals.png
:align: center
:alt: The goals Kanban view, with nine goal cards.
```
:::{note}
Every individual goal requires its own record for each employee. If multiple employees have the
same goal, a goal card for each employee appears on the list.
For example, if Bob and Sara have the same goal of `Typing`, two cards appear in the Kanban view:
one `Typing` goal for Bob, and another `Typing` goal for Sara.
:::
## New goal
To create a new goal, navigate to {menuselection}`Appraisals app --> Goals`, and click
{guilabel}`New` top-left corner to open a blank goal form.
Input the {guilabel}`Goal`, {guilabel}`Employee`, {guilabel}`Progress`, and {guilabel}`Deadline`,
information on the goal card, as discussed in the {ref}`goal card <appraisals/goal-card>` section of
this document.
The information requested is all the same information that appears on the goal card in the Kanban
view, with the addition of a {guilabel}`Tags` field and a {guilabel}`Description` tab.
:::{tip}
The *Appraisals* application does **not** have any pre-configured tags, so all tags need to be
added. To add a tag, enter the name of the tag on the line, then click {guilabel}`Create
"(tag)"`. Repeat this for all tags that need to be added.
:::
The current user populates the {guilabel}`Employee` field, by default, and the {guilabel}`Manager`
field populates with the manager set on the employee profile.
Make any necessary changes to the form, and add any notes that might be useful to clarify the goal
in the {guilabel}`Description` tab.
```{image} goals/new-goal.png
:align: center
:alt: A goal form filled out for a Python skill, set to 50% proficiency.
```
## Completed goals
When a goal has been met, it is important to update the record. A goal can be marked as `Done` in
one of two ways: from the main {guilabel}`Goals` dashboard, or from the individual goal card.
To mark a goal as `Done` from the main {guilabel}`Goals` dashboard, click on the
{icon}`fa-ellipsis-v` {guilabel}`(vertical ellipsis)` icon in the top-right of a goal card.
:::{note}
The {icon}`fa-ellipsis-v` {guilabel}`(vertical ellipsis)` icon **only** appears when the mouse
hovers over the top-right corner of a goal card.
:::
Then, click {guilabel}`Mark as Done` from the resulting drop-down menu. A green {guilabel}`Done`
banner appears in the top-right corner of the goal card.
To mark a goal as `Done` from the goal card itself, click on a goal card to open that goal's form.
Then, click the {guilabel}`Mark as Done` button in the top-left of the form. When clicked, a green
{guilabel}`Done` banner appears in the top-right corner of the goal form.
content/applications/hr/appraisals/goals.rst
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=====
Goals
=====
The Odoo *Appraisals* application allows managers to set goals for their employees. That way,
employees know what to work toward before their next review.
To view all goals, navigate to :menuselection:`Appraisals app --> Goals`. This presents all the
goals for every employee, in a default Kanban view.
.. _appraisals/goal-card:
Each goal card contains the following information:
- :guilabel:`Goal`: the name of the goal.
- :guilabel:`Employee`: the employee the goal is assigned to.
- :icon:`fa-clock-o` :guilabel:`(clock)` icon: displays the corresponding :doc:`activity icon
<../../essentials/activities>` for the record. If no activities are scheduled, the default icon is
the :icon:`fa-clock-o` :guilabel:`(clock)`. If any activities have been scheduled, the icon
represents the activity scheduled soonest.
- :guilabel:`Deadline`: the due date for the goal.
- :guilabel:`Progress`: the percentage of competency set for the goal. The options are
:guilabel:`0%`, :guilabel:`25%`, :guilabel:`50%`, :guilabel:`75%`, or :guilabel:`100%`.
- :guilabel:`Employee Icon`: the profile icon of the employee the goal is assigned to.
If a goal is completed, a :guilabel:`Done` banner appears in the top-right corner of the goal card.
.. image:: goals/goals.png
:align: center
:alt: The goals Kanban view, with nine goal cards.
.. note::
Every individual goal requires its own record for each employee. If multiple employees have the
same goal, a goal card for each employee appears on the list.
For example, if Bob and Sara have the same goal of `Typing`, two cards appear in the Kanban view:
one `Typing` goal for Bob, and another `Typing` goal for Sara.
New goal
========
To create a new goal, navigate to :menuselection:`Appraisals app --> Goals`, and click
:guilabel:`New` top-left corner to open a blank goal form.
Input the :guilabel:`Goal`, :guilabel:`Employee`, :guilabel:`Progress`, and :guilabel:`Deadline`,
information on the goal card, as discussed in the :ref:`goal card <appraisals/goal-card>` section of
this document.
The information requested is all the same information that appears on the goal card in the Kanban
view, with the addition of a :guilabel:`Tags` field and a :guilabel:`Description` tab.
.. tip::
The *Appraisals* application does **not** have any pre-configured tags, so all tags need to be
added. To add a tag, enter the name of the tag on the line, then click :guilabel:`Create
"(tag)"`. Repeat this for all tags that need to be added.
The current user populates the :guilabel:`Employee` field, by default, and the :guilabel:`Manager`
field populates with the manager set on the employee profile.
Make any necessary changes to the form, and add any notes that might be useful to clarify the goal
in the :guilabel:`Description` tab.
.. image:: goals/new-goal.png
:align: center
:alt: A goal form filled out for a Python skill, set to 50% proficiency.
Completed goals
===============
When a goal has been met, it is important to update the record. A goal can be marked as `Done` in
one of two ways: from the main :guilabel:`Goals` dashboard, or from the individual goal card.
To mark a goal as `Done` from the main :guilabel:`Goals` dashboard, click on the
:icon:`fa-ellipsis-v` :guilabel:`(vertical ellipsis)` icon in the top-right of a goal card.
.. note::
The :icon:`fa-ellipsis-v` :guilabel:`(vertical ellipsis)` icon **only** appears when the mouse
hovers over the top-right corner of a goal card.
Then, click :guilabel:`Mark as Done` from the resulting drop-down menu. A green :guilabel:`Done`
banner appears in the top-right corner of the goal card.
To mark a goal as `Done` from the goal card itself, click on a goal card to open that goal's form.
Then, click the :guilabel:`Mark as Done` button in the top-left of the form. When clicked, a green
:guilabel:`Done` banner appears in the top-right corner of the goal form.
content/applications/hr/appraisals/new_appraisals.md
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# New appraisals
To create a new appraisal for an employee, first navigate to the main *Appraisals* dashboard by
opening the {menuselection}`Appraisals` app. The {guilabel}`Appraisals` dashboard is the default
view.
## Appraisals dashboard
All appraisals are displayed on the dashboard in a default Kanban view, with a list of groupings on
the left side of the dashboard, including {guilabel}`COMPANY`, {guilabel}`DEPARTMENT`, and
{guilabel}`STATUS`.
Click any grouping option to view appraisals for **only** the chosen selection.
:::{note}
Only groupings with multiple selections appear in the list. For example, if a database only has
one company, the {guilabel}`COMPANY` grouping does **not** appear, since there is no other
company to select.
:::
Each appraisal card displays the following information:
- **Name**: the employee's name.
- **Department**: the department the employee is associated with.
- **Company**: the company the employee works for. This only appears in a multi-company database.
- **Date**: the date the appraisal was requested, or is scheduled for in the future.
- **Activities**: any {doc}`activities <../../essentials/activities>` that are scheduled for the
appraisal, such as *Meetings* or *Phone Calls*.
- **Manager**: the employee's manager, indicated by the profile icon in the bottom-right corner of
an appraisal card.
- **Status banner**: the status of the appraisal. A banner appears if an appraisal is marked as
either *Canceled* or *Done*. If no banner is present, that means the appraisal has not happened,
or has not been scheduled yet.
To view the details of any appraisal, click on the card to open the appraisal form.
```{image} new_appraisals/dashboard.png
:align: center
:alt: The Appraisals dashboard with each appraisal in its own box.
```
## Create an appraisal
To create a new appraisal, click the {guilabel}`New` button in the upper-left corner of the
{guilabel}`Appraisals` dashboard. Doing so reveals a blank appraisal form. After entering a name in
the first blank field, proceed to enter the following information on the form:
- {guilabel}`Manager`: select the employee's manager from the drop-down menu. The manager is
responsible for completing the *Manager's Feedback* section of the appraisal. This field
auto-populates after the employee is selected, if they have a manager set on their employee
profile.
- {guilabel}`Appraisal Date`: the current date is automatically entered in this field. This field is
automatically updated once the appraisal is completed or cancelled, with the corresponding date of
completion or cancellation.
- {guilabel}`Department`: select the employee's department from the drop-down menu. This field
auto-populates after the employee is selected, if they have a department set on their employee
profile.
- {guilabel}`Company`: select the employee's company from the drop-down menu. This field
auto-populates after the employee is selected, if they have a company set on their employee
profile.
:::{note}
The only required fields for the appraisal form are the employee's name, the {guilabel}`Manager`,
and the {guilabel}`Company`.
:::
Once the form is complete, click the {guilabel}`Confirm` button to confirm the appraisal request.
Once confirmed, the employee receives an email stating that an appraisal was requested, and is then
prompted to schedule an appraisal date.
The status changes to {guilabel}`Confirmed`, and the {guilabel}`Employee's Feedback` section of the
{guilabel}`Appraisal` tab is grayed out. The information in that section only appears after the
self-assessment is published by the employee. The {guilabel}`Final Rating` field also appears once
the appraisal request is confirmed.
If there are any existing appraisals for the employee, an {guilabel}`Appraisal` smart button appears
at the top of the page, listing the total number of appraisals there are for the employee.
### Ask for feedback
As part of the appraisal process, the manager can request feedback on an employee from anyone in the
company. Feedback is usually requested from co-workers and other people who interact with, or work
with, the employee. This is to get a more well-rounded view of the employee, and aid in the
manager's overall assessment.
To request feedback, the appraisal **must** be confirmed. Once confirmed, an {guilabel}`Ask
Feedback` button appears at the top of the form.
When the {guilabel}`Ask Feedback` button is clicked, an {guilabel}`Ask Feedback` email pop-up form
appears, using the {guilabel}`Appraisal: Ask Feedback` email template, which sends the
{guilabel}`360 Feedback` survey.
Enter the employees being asked to complete the survey in the {guilabel}`Recipients` field. Multiple
employees may be selected.
The email template has dynamic placeholders to personalize the message. Add any additional text to
the email, if desired.
If required, an {guilabel}`Answer Deadline` can be added, as well.
If any attachments are needed, click the {icon}`fa-paperclip` {guilabel}`Attachments` button, and a
file explorer window appears. Navigate to the file(s), select them, then click {guilabel}`Open`.
When the email is ready to send, click {guilabel}`Send.`
```{image} new_appraisals/ask-feedback.png
:align: center
:alt: The email pop-up when requesting feedback from other employees.
```
### Appraisal form
Once an appraisal is confirmed, the next steps require the employee to fill out the self-assessment,
after which the manager completes their assessment.
(appraisals-employee-feedback)=
#### Employee's feedback
To complete their portion of feedback, employees should navigate to the main
{menuselection}`Appraisals application` dashboard, where the only entries visible are appraisals for
the employee, themselves, and/or anyone they manage and have to provide manager feedback for.
Click on the appraisal to open the appraisal form. Enter responses in the {guilabel}`Employee's
Feedback` section, under the {guilabel}`Appraisal` tab.
When completed, click the {guilabel}`Not Visible to Manager` toggle (the default setting once an
appraisal is confirmed). When clicked, the toggle changes to {guilabel}`Visible to Manager`.
```{image} new_appraisals/employee-feedback.png
:align: center
:alt: The feedback section for the employee with the toggle button highlighted.
```
(appraisals-manager-feedback)=
#### Manager's feedback
After the employee has completed the {guilabel}`Employee's Feedback` section, under the
{guilabel}`Appraisal` tab, it is time for the manager to fill out the {guilabel}`Manager's Feedback`
section.
The manager enters their responses in the fields in the {ref}`same manner as the employee
<appraisals/employee-feedback>`.
When the feedback section is completed, click the {guilabel}`Not Visible to Employee` toggle (the
default setting once an appraisal is confirmed). When clicked, the toggle changes to
{guilabel}`Visible to Employee`.
```{image} new_appraisals/manager-feedback.png
:align: center
:alt: The feedback section for both employees and managers. The toggle buttons are
: highlighted.
```
#### Skills tab
Part of an appraisal is evaluating an employee's skills, and tracking their progress over time. The
{guilabel}`Skills` tab of the appraisal form auto-populates with the skills from the {ref}`employee
form <employees/skills>`, once an appraisal is confirmed.
Each skill is grouped with like skills, and the {guilabel}`Skill Level`, {guilabel}`Progress`, and
{guilabel}`Justification` are displayed for each skill.
Update any skills, or add any new skills to the {guilabel}`Skills` tab.
If a skill level has increased, a reason for the improved rating can be entered into the
{guilabel}`Justification` field, such as `took a fluency language test` or `received Javascript
certification`.
:::{seealso}
Refer to the {ref}`Create a new employee <employees/skills>` document for detailed instructions
on adding or updating a skill.
:::
After an appraisal is completed, and the skills have been updated, the next time an appraisal is
confirmed, the updated skills populate the {guilabel}`Skills` tab.
```{image} new_appraisals/skills.png
:align: center
:alt: The skills tab of an appraisal form, all filled out.
```
:::{note}
The {guilabel}`Skills` tab can be modified **after** the employee and their manager have met and
discussed the employee's appraisal.
This is a common situation as the manager may not have all the necessary information to properly
assess and update the employee's skills before meeting.
:::
#### Private Note tab
If managers want to leave notes that are only visible to other managers, they can be entered in the
{guilabel}`Private Note` tab. This can be done before or after meeting with the employee to discuss
the appraisal.
The employee being evaluated does **not** have access to this tab, and the tab does **not** appear
on their appraisal.
### Schedule a meeting
Once both portions of an appraisal are completed (the {ref}`employee <appraisals/employee-feedback>`
and {ref}`manager <appraisals/manager-feedback>` feedback sections), it is time for the employee and
manager to meet and discuss the appraisal.
A meeting can be scheduled in one of two ways: either from the *Appraisals* application dashboard,
or from an individual appraisal card.
To schedule an appraisal from the dashboard of the *Appraisals* application, first navigate to
{menuselection}`Appraisals app --> Appraisals`.
Click the {icon}`fa-clock-o` {guilabel}`(clock)` icon, beneath the appraisal date on the desired
appraisal card, and a pop-up window appears. Then, click {icon}`fa-plus` {guilabel}`Schedule an
activity` to create an activity from a {guilabel}`Schedule Activity` pop-up form that appears.
Select {guilabel}`Meeting` for the {guilabel}`Activity Type` from the drop-down menu. Doing so
causes the form to change, so only the {guilabel}`Activity Type` and {guilabel}`Summary` fields
appear.
Enter a brief description in the {guilabel}`Summary` field of the {guilabel}`Schedule Activity`
pop-up form, such as `Annual Appraisal for (Employee)`.
Next, click the {guilabel}`Open Calendar` button. From the calendar page that appears, navigate to,
and double-click on, the desired date and time for the meeting.
Doing so opens a {guilabel}`New Event` pop-up form. From this pop-up form, make any desired
modifications, such as designating a {guilabel}`Start` time, or modifying the default
{guilabel}`Title` to the meeting.
Add the appraisee in the {guilabel}`Attendees` section, and include anyone else who should also be
in the meeting, if necessary.
To make the meeting a video call, instead of an in-person meeting, click {icon}`fa-plus`
{guilabel}`Odoo meeting`, and a {guilabel}`Videocall URL` link appears in the field.
Once all the desired changes are complete, click {guilabel}`Save & Close`.
The meeting now appears on the calendar, and the invited parties are informed, via email.
```{image} new_appraisals/meeting.png
:align: center
:alt: The meeting form with all information entered for Ronnie Hart's annual appraisal.
```
The other way to schedule a meeting is from the individual appraisal form. To do this, navigate to
the {menuselection}`Appraisal app` dashboard, then click on an appraisal card.
Next, click on the {icon}`fa-calendar` {guilabel}`Meeting` smart button, and the calendar loads.
Follow the same directions above to create the meeting.
For more detailed information on how to schedule activities, refer to the {doc}`activities
<../../essentials/activities>` documentation.
:::{note}
If no meetings are scheduled, the {guilabel}`Meeting` smart button reads {guilabel}`No Meeting`.
:::
## Complete an appraisal
After the appraisal is complete, and both the manager and employee have met to discuss the
appraisal, the appraisal can be marked as *Done*. When completed, click the {guilabel}`Mark as Done`
button on the appraisal form, located in the top-left corner.
Once the appraisal is marked as *Done*, the {guilabel}`Mark as Done` button disappears, and a
{guilabel}`Reopen` button appears.
:::{tip}
Modifications are **not** possible once the appraisal is marked as done.
To make any changes to an appraisal that is marked as *Done*, click the {guilabel}`Reopen`
button.
Then, click the {guilabel}`Confirm` button that appears, and make any modifications needed. Once
all modifications are complete, click the {guilabel}`Mark as Done` button again.
:::
:::{seealso}
- {doc}`../appraisals/goals`
- {doc}`../appraisals/appraisal_analysis`
- {doc}`../appraisals/skills_evolution`
:::
content/applications/hr/appraisals/new_appraisals.rst
-281
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@@ -1,281 +0,0 @@
==============
New appraisals
==============
To create a new appraisal for an employee, first navigate to the main *Appraisals* dashboard by
opening the :menuselection:`Appraisals` app. The :guilabel:`Appraisals` dashboard is the default
view.
Appraisals dashboard
====================
All appraisals are displayed on the dashboard in a default Kanban view, with a list of groupings on
the left side of the dashboard, including :guilabel:`COMPANY`, :guilabel:`DEPARTMENT`, and
:guilabel:`STATUS`.
Click any grouping option to view appraisals for **only** the chosen selection.
.. note::
Only groupings with multiple selections appear in the list. For example, if a database only has
one company, the :guilabel:`COMPANY` grouping does **not** appear, since there is no other
company to select.
Each appraisal card displays the following information:
- **Name**: the employee's name.
- **Department**: the department the employee is associated with.
- **Company**: the company the employee works for. This only appears in a multi-company database.
- **Date**: the date the appraisal was requested, or is scheduled for in the future.
- **Activities**: any :doc:`activities <../../essentials/activities>` that are scheduled for the
appraisal, such as *Meetings* or *Phone Calls*.
- **Manager**: the employee's manager, indicated by the profile icon in the bottom-right corner of
an appraisal card.
- **Status banner**: the status of the appraisal. A banner appears if an appraisal is marked as
either *Canceled* or *Done*. If no banner is present, that means the appraisal has not happened,
or has not been scheduled yet.
To view the details of any appraisal, click on the card to open the appraisal form.
.. image:: new_appraisals/dashboard.png
:align: center
:alt: The Appraisals dashboard with each appraisal in its own box.
Create an appraisal
===================
To create a new appraisal, click the :guilabel:`New` button in the upper-left corner of the
:guilabel:`Appraisals` dashboard. Doing so reveals a blank appraisal form. After entering a name in
the first blank field, proceed to enter the following information on the form:
- :guilabel:`Manager`: select the employee's manager from the drop-down menu. The manager is
responsible for completing the *Manager's Feedback* section of the appraisal. This field
auto-populates after the employee is selected, if they have a manager set on their employee
profile.
- :guilabel:`Appraisal Date`: the current date is automatically entered in this field. This field is
automatically updated once the appraisal is completed or cancelled, with the corresponding date of
completion or cancellation.
- :guilabel:`Department`: select the employee's department from the drop-down menu. This field
auto-populates after the employee is selected, if they have a department set on their employee
profile.
- :guilabel:`Company`: select the employee's company from the drop-down menu. This field
auto-populates after the employee is selected, if they have a company set on their employee
profile.
.. note::
The only required fields for the appraisal form are the employee's name, the :guilabel:`Manager`,
and the :guilabel:`Company`.
Once the form is complete, click the :guilabel:`Confirm` button to confirm the appraisal request.
Once confirmed, the employee receives an email stating that an appraisal was requested, and is then
prompted to schedule an appraisal date.
The status changes to :guilabel:`Confirmed`, and the :guilabel:`Employee's Feedback` section of the
:guilabel:`Appraisal` tab is grayed out. The information in that section only appears after the
self-assessment is published by the employee. The :guilabel:`Final Rating` field also appears once
the appraisal request is confirmed.
If there are any existing appraisals for the employee, an :guilabel:`Appraisal` smart button appears
at the top of the page, listing the total number of appraisals there are for the employee.
Ask for feedback
----------------
As part of the appraisal process, the manager can request feedback on an employee from anyone in the
company. Feedback is usually requested from co-workers and other people who interact with, or work
with, the employee. This is to get a more well-rounded view of the employee, and aid in the
manager's overall assessment.
To request feedback, the appraisal **must** be confirmed. Once confirmed, an :guilabel:`Ask
Feedback` button appears at the top of the form.
When the :guilabel:`Ask Feedback` button is clicked, an :guilabel:`Ask Feedback` email pop-up form
appears, using the :guilabel:`Appraisal: Ask Feedback` email template, which sends the
:guilabel:`360 Feedback` survey.
Enter the employees being asked to complete the survey in the :guilabel:`Recipients` field. Multiple
employees may be selected.
The email template has dynamic placeholders to personalize the message. Add any additional text to
the email, if desired.
If required, an :guilabel:`Answer Deadline` can be added, as well.
If any attachments are needed, click the :icon:`fa-paperclip` :guilabel:`Attachments` button, and a
file explorer window appears. Navigate to the file(s), select them, then click :guilabel:`Open`.
When the email is ready to send, click :guilabel:`Send.`
.. image:: new_appraisals/ask-feedback.png
:align: center
:alt: The email pop-up when requesting feedback from other employees.
Appraisal form
--------------
Once an appraisal is confirmed, the next steps require the employee to fill out the self-assessment,
after which the manager completes their assessment.
.. _appraisals/employee-feedback:
Employee's feedback
~~~~~~~~~~~~~~~~~~~
To complete their portion of feedback, employees should navigate to the main
:menuselection:`Appraisals application` dashboard, where the only entries visible are appraisals for
the employee, themselves, and/or anyone they manage and have to provide manager feedback for.
Click on the appraisal to open the appraisal form. Enter responses in the :guilabel:`Employee's
Feedback` section, under the :guilabel:`Appraisal` tab.
When completed, click the :guilabel:`Not Visible to Manager` toggle (the default setting once an
appraisal is confirmed). When clicked, the toggle changes to :guilabel:`Visible to Manager`.
.. image:: new_appraisals/employee-feedback.png
:align: center
:alt: The feedback section for the employee with the toggle button highlighted.
.. _appraisals/manager-feedback:
Manager's feedback
~~~~~~~~~~~~~~~~~~
After the employee has completed the :guilabel:`Employee's Feedback` section, under the
:guilabel:`Appraisal` tab, it is time for the manager to fill out the :guilabel:`Manager's Feedback`
section.
The manager enters their responses in the fields in the :ref:`same manner as the employee
<appraisals/employee-feedback>`.
When the feedback section is completed, click the :guilabel:`Not Visible to Employee` toggle (the
default setting once an appraisal is confirmed). When clicked, the toggle changes to
:guilabel:`Visible to Employee`.
.. image:: new_appraisals/manager-feedback.png
:align: center
:alt: The feedback section for both employees and managers. The toggle buttons are highlighted.
Skills tab
~~~~~~~~~~
Part of an appraisal is evaluating an employee's skills, and tracking their progress over time. The
:guilabel:`Skills` tab of the appraisal form auto-populates with the skills from the :ref:`employee
form <employees/skills>`, once an appraisal is confirmed.
Each skill is grouped with like skills, and the :guilabel:`Skill Level`, :guilabel:`Progress`, and
:guilabel:`Justification` are displayed for each skill.
Update any skills, or add any new skills to the :guilabel:`Skills` tab.
If a skill level has increased, a reason for the improved rating can be entered into the
:guilabel:`Justification` field, such as `took a fluency language test` or `received Javascript
certification`.
.. seealso::
Refer to the :ref:`Create a new employee <employees/skills>` document for detailed instructions
on adding or updating a skill.
After an appraisal is completed, and the skills have been updated, the next time an appraisal is
confirmed, the updated skills populate the :guilabel:`Skills` tab.
.. image:: new_appraisals/skills.png
:align: center
:alt: The skills tab of an appraisal form, all filled out.
.. note::
The :guilabel:`Skills` tab can be modified **after** the employee and their manager have met and
discussed the employee's appraisal.
This is a common situation as the manager may not have all the necessary information to properly
assess and update the employee's skills before meeting.
Private Note tab
~~~~~~~~~~~~~~~~
If managers want to leave notes that are only visible to other managers, they can be entered in the
:guilabel:`Private Note` tab. This can be done before or after meeting with the employee to discuss
the appraisal.
The employee being evaluated does **not** have access to this tab, and the tab does **not** appear
on their appraisal.
Schedule a meeting
------------------
Once both portions of an appraisal are completed (the :ref:`employee <appraisals/employee-feedback>`
and :ref:`manager <appraisals/manager-feedback>` feedback sections), it is time for the employee and
manager to meet and discuss the appraisal.
A meeting can be scheduled in one of two ways: either from the *Appraisals* application dashboard,
or from an individual appraisal card.
To schedule an appraisal from the dashboard of the *Appraisals* application, first navigate to
:menuselection:`Appraisals app --> Appraisals`.
Click the :icon:`fa-clock-o` :guilabel:`(clock)` icon, beneath the appraisal date on the desired
appraisal card, and a pop-up window appears. Then, click :icon:`fa-plus` :guilabel:`Schedule an
activity` to create an activity from a :guilabel:`Schedule Activity` pop-up form that appears.
Select :guilabel:`Meeting` for the :guilabel:`Activity Type` from the drop-down menu. Doing so
causes the form to change, so only the :guilabel:`Activity Type` and :guilabel:`Summary` fields
appear.
Enter a brief description in the :guilabel:`Summary` field of the :guilabel:`Schedule Activity`
pop-up form, such as `Annual Appraisal for (Employee)`.
Next, click the :guilabel:`Open Calendar` button. From the calendar page that appears, navigate to,
and double-click on, the desired date and time for the meeting.
Doing so opens a :guilabel:`New Event` pop-up form. From this pop-up form, make any desired
modifications, such as designating a :guilabel:`Start` time, or modifying the default
:guilabel:`Title` to the meeting.
Add the appraisee in the :guilabel:`Attendees` section, and include anyone else who should also be
in the meeting, if necessary.
To make the meeting a video call, instead of an in-person meeting, click :icon:`fa-plus`
:guilabel:`Odoo meeting`, and a :guilabel:`Videocall URL` link appears in the field.
Once all the desired changes are complete, click :guilabel:`Save & Close`.
The meeting now appears on the calendar, and the invited parties are informed, via email.
.. image:: new_appraisals/meeting.png
:align: center
:alt: The meeting form with all information entered for Ronnie Hart's annual appraisal.
The other way to schedule a meeting is from the individual appraisal form. To do this, navigate to
the :menuselection:`Appraisal app` dashboard, then click on an appraisal card.
Next, click on the :icon:`fa-calendar` :guilabel:`Meeting` smart button, and the calendar loads.
Follow the same directions above to create the meeting.
For more detailed information on how to schedule activities, refer to the :doc:`activities
<../../essentials/activities>` documentation.
.. note::
If no meetings are scheduled, the :guilabel:`Meeting` smart button reads :guilabel:`No Meeting`.
Complete an appraisal
=====================
After the appraisal is complete, and both the manager and employee have met to discuss the
appraisal, the appraisal can be marked as *Done*. When completed, click the :guilabel:`Mark as Done`
button on the appraisal form, located in the top-left corner.
Once the appraisal is marked as *Done*, the :guilabel:`Mark as Done` button disappears, and a
:guilabel:`Reopen` button appears.
.. tip::
Modifications are **not** possible once the appraisal is marked as done.
To make any changes to an appraisal that is marked as *Done*, click the :guilabel:`Reopen`
button.
Then, click the :guilabel:`Confirm` button that appears, and make any modifications needed. Once
all modifications are complete, click the :guilabel:`Mark as Done` button again.
.. seealso::
- :doc:`../appraisals/goals`
- :doc:`../appraisals/appraisal_analysis`
- :doc:`../appraisals/skills_evolution`
content/applications/hr/appraisals/skills_evolution.rst → content/applications/hr/appraisals/skills_evolution.md
+75 -70
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@@ -1,127 +1,127 @@
================
Skills evolution
================
# Skills evolution
In Odoo's **Appraisals** app, it is possible to view employee's skills as they progress over time in
the :ref:`Skills Evolution <appraisals/identify-skills-evolution>` report, also known as the
the {ref}`Skills Evolution <appraisals/identify-skills-evolution>` report, also known as the
*Appraisal Skills Report*.
Managers can use this to see who is achieving their various skill goals set on their appraisals, who
is meeting their skill deadlines, who has the highest performance in terms of skill development, and
more.
The *Skills Evolution* report also provides the ability to :ref:`search for employees with specific
The *Skills Evolution* report also provides the ability to {ref}`search for employees with specific
skills <appraisals/identify-skills>` at certain levels, which can be helpful for scenarios where
specific skills are required.
.. _appraisals/identify-skills-evolution:
(appraisals-identify-skills-evolution)=
Skills evolution report
=======================
## Skills evolution report
To access this *Skills Evolution* report, navigate to :menuselection:`Appraisals app --> Reporting
To access this *Skills Evolution* report, navigate to {menuselection}`Appraisals app --> Reporting
--> Skills Evolution`.
Doing so reveals the :guilabel:`Appraisal Skills Report` page, which displays a report of all
Doing so reveals the {guilabel}`Appraisal Skills Report` page, which displays a report of all
skills, grouped by employee, in alphabetical order, by default.
.. note::
Skill levels are **only** updated after an appraisal is marked as done. Any skill level changes
from ongoing appraisals that have **not** been finalized are **not** included in this report.
:::{note}
Skill levels are **only** updated after an appraisal is marked as done. Any skill level changes
from ongoing appraisals that have **not** been finalized are **not** included in this report.
:::
All the :guilabel:`Employee` lines are expanded, with all the various skill types nested below. Each
All the {guilabel}`Employee` lines are expanded, with all the various skill types nested below. Each
individual skill type is collapsed, by default. To view the individual skills contained within a
skill type, click anywhere on the skill type line to expand the data.
Each skill has the following information listed:
- :guilabel:`Employee`: the name of the employee.
- :guilabel:`Skill Type`: the category the skill falls under.
- :guilabel:`Skill`: the specific, individual skill.
- :guilabel:`Previous Skill Level`: the level the employee had previously achieved for the skill.
- :guilabel:`Previous Skill Progress`: the previous percentage of competency achieved for the skill
(based on the :guilabel:`Skill Level`).
- :guilabel:`Current Skill Level`: the current level the employee has achieved for the skill.
- :guilabel:`Current Skill Progress`: the current percentage of competency achieved for the skill.
- :guilabel:`Justification`: any notes entered on the skill, explaining the progress.
- {guilabel}`Employee`: the name of the employee.
- {guilabel}`Skill Type`: the category the skill falls under.
- {guilabel}`Skill`: the specific, individual skill.
- {guilabel}`Previous Skill Level`: the level the employee had previously achieved for the skill.
- {guilabel}`Previous Skill Progress`: the previous percentage of competency achieved for the skill
(based on the {guilabel}`Skill Level`).
- {guilabel}`Current Skill Level`: the current level the employee has achieved for the skill.
- {guilabel}`Current Skill Progress`: the current percentage of competency achieved for the skill.
- {guilabel}`Justification`: any notes entered on the skill, explaining the progress.
The color of the skill text indicates any changes from the previous appraisal. Skill levels that
have increased since the last appraisal appear in green, as an *Improvement*. Skill levels that have
**not** changed appear in black, as *No Change*. Skills that have regressed appear in red, as
*Regression*.
This report can be modified to find specific information by adjusting the :ref:`filters
<search/filters>` and :ref:`groupings <search/group>` set in the search bar at the top.
This report can be modified to find specific information by adjusting the {ref}`filters
<search/filters>` and {ref}`groupings <search/group>` set in the search bar at the top.
.. image:: skills_evolution/skills-report.png
:align: center
:alt: A report showing all the skills grouped by employee.
```{image} skills_evolution/skills-report.png
:align: center
:alt: A report showing all the skills grouped by employee.
```
.. _appraisals/identify-skills:
(appraisals-identify-skills)=
Use case: Identify employees with specific skills
=================================================
## Use case: Identify employees with specific skills
Since the :guilabel:`Appraisal Skills Report` organizes all skills by employee, it can be difficult
Since the {guilabel}`Appraisal Skills Report` organizes all skills by employee, it can be difficult
to find employees with a specific skill at a specific level. To find these employees, a custom
filter must be used.
In this example, the report is modified to show employees with an expert level of Javascript
knowledge. To view only those employees, first remove all active filters in the search bar.
Next, click the :icon:`fa-caret-down` :guilabel:`(down arrow)` icon in the search bar, then click
:guilabel:`Add Custom Filter` beneath the :icon:`fa-filters` :guilabel:`Filters` column to load an
:guilabel:`Add Custom Filter` pop-up window.
Next, click the {icon}`fa-caret-down` {guilabel}`(down arrow)` icon in the search bar, then click
{guilabel}`Add Custom Filter` beneath the {icon}`fa-filters` {guilabel}`Filters` column to load an
{guilabel}`Add Custom Filter` pop-up window.
Using the drop-down menu in the first field, select :guilabel:`Skill`. Then, keep the second field
as-is, and select :guilabel:`Javascript` from the third drop-down menu in the third field.
Using the drop-down menu in the first field, select {guilabel}`Skill`. Then, keep the second field
as-is, and select {guilabel}`Javascript` from the third drop-down menu in the third field.
Next, click :guilabel:`New Rule`, and another line appears. In this second line, select
:guilabel:`Current Skill Level` for the first drop-down field, leave the second field as-is, then
select :guilabel:`Expert` for the third drop-down field.
Next, click {guilabel}`New Rule`, and another line appears. In this second line, select
{guilabel}`Current Skill Level` for the first drop-down field, leave the second field as-is, then
select {guilabel}`Expert` for the third drop-down field.
After the :guilabel:`New Rule` button is clicked, the word :guilabel:`"any"` in the sentence
:guilabel:`Match any of the following rules:`, changes from plain text into a drop-down menu. Click
the :icon:`fa-caret-down` :guilabel:`(down arrow)` icon after the word :guilabel:`any`, and select
:guilabel:`all`.
After the {guilabel}`New Rule` button is clicked, the word {guilabel}`"any"` in the sentence
{guilabel}`Match any of the following rules:`, changes from plain text into a drop-down menu. Click
the {icon}`fa-caret-down` {guilabel}`(down arrow)` icon after the word {guilabel}`any`, and select
{guilabel}`all`.
Finally, click the :guilabel:`Add` button.
Finally, click the {guilabel}`Add` button.
.. image:: skills_evolution/javascript.png
:align: center
:alt: The Custom Filter pop-up with the parameters set.
```{image} skills_evolution/javascript.png
:align: center
:alt: The Custom Filter pop-up with the parameters set.
```
Now, only employees that have an :guilabel:`Expert` level for the skill :guilabel:`Javascript`
appear. In this example, only :guilabel:`Marc Demo` meets these criteria.
Now, only employees that have an {guilabel}`Expert` level for the skill {guilabel}`Javascript`
appear. In this example, only {guilabel}`Marc Demo` meets these criteria.
.. image:: skills_evolution/results.png
:align: center
:alt: The employees with expert Javascript skills.
```{image} skills_evolution/results.png
:align: center
:alt: The employees with expert Javascript skills.
```
Use case: Assess highest improvement
====================================
## Use case: Assess highest improvement
Another way to modify the :guilabel:`Appraisal Skills Report` is to identify the employee who has
Another way to modify the {guilabel}`Appraisal Skills Report` is to identify the employee who has
the highest amount of improved skills over a specific period of time.
To view this information, first remove the default filter in the search bar. Next, click the
:icon:`fa-caret-down` :guilabel:`(down arrow)` icon in the search bar, then click
:guilabel:`Improvement` beneath the :icon:`fa-filter` :guilabel:`Filters` column. Enabling this
{icon}`fa-caret-down` {guilabel}`(down arrow)` icon in the search bar, then click
{guilabel}`Improvement` beneath the {icon}`fa-filter` {guilabel}`Filters` column. Enabling this
filter only presents skills that have improved.
It is possible to view the skills that have improved over a period of time, such as a specific
quarter, or month. With the search bar drop-down menu still expanded, click :guilabel:`Add Custom
Filter` at the bottom of the :icon:`fa-filter` :guilabel:`Filters` column, and an :guilabel:`Add
quarter, or month. With the search bar drop-down menu still expanded, click {guilabel}`Add Custom
Filter` at the bottom of the {icon}`fa-filter` {guilabel}`Filters` column, and an {guilabel}`Add
Custom Filter` pop-up window appears.
Select :guilabel:`Create Date` for the first drop-down field, then select :guilabel:`is between` for
the second drop-down field. Once :guilabel:`is between` is selected, a second field appears after
Select {guilabel}`Create Date` for the first drop-down field, then select {guilabel}`is between` for
the second drop-down field. Once {guilabel}`is between` is selected, a second field appears after
the last field. Using the calendar selector, select the date range to apply the filter to. Once all
the fields are properly formatted, click :guilabel:`Add`.
the fields are properly formatted, click {guilabel}`Add`.
The custom filter presents only the skills that have improved during the specified time period,
organized by employee.
```{eval-rst}
.. example::
To determine the employee with the most amount of improved skills for the third quarter, remove
the default filter in the search bar of the :guilabel:`Appraisal Skills Report`. Next, activate
@@ -140,17 +140,19 @@ organized by employee.
.. image:: skills_evolution/custom-filter.png
:alt: The Custom Filter pop-up with the parameters set.
```
To view the number of employees and skills in further detail, click the :icon:`oi-view-pivot`
:guilabel:`(Pivot)` icon in the top-right corner to view the data in a pivot table. This presents a
To view the number of employees and skills in further detail, click the {icon}`oi-view-pivot`
{guilabel}`(Pivot)` icon in the top-right corner to view the data in a pivot table. This presents a
pivot table with the employees populating the rows, and the only visible column represents the total
number of improved skills.
To expand more rows or columns to view which skill types had the most overall improvement, click
:icon:`fa-plus-square` :guilabel:`Total` above the :guilabel:`Count` column, then click
:guilabel:`Skill Type` from the resulting drop-down menu. This organizes the total improved skills
{icon}`fa-plus-square` {guilabel}`Total` above the {guilabel}`Count` column, then click
{guilabel}`Skill Type` from the resulting drop-down menu. This organizes the total improved skills
by their respective skill type.
```{eval-rst}
.. example::
In this example, it is determined that :guilabel:`Charles Reginald` had the largest improvement
in the third quarter, with six improved skills. Additionally, they also had the most skill
@@ -158,7 +160,10 @@ by their respective skill type.
.. image:: skills_evolution/largest-improvement.png
:alt: The pivot table showing the skill improvements for the third quarter.
```
:::{seealso}
- {doc}`Odoo essentials reporting <../../essentials/reporting>`
- {doc}`../../essentials/search`
:::
.. seealso::
- :doc:`Odoo essentials reporting <../../essentials/reporting>`
- :doc:`../../essentials/search`