odoo-forge-bundle 0.1.0

package/payload/skills/odoo18-docs/references/docs/applications/hr/appraisals/new_appraisals.md

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+---
+title: "New appraisals"
+source_url: "https://docs.odoo.sbggai.top/applications/hr/appraisals/new_appraisals.html"
+---
+
+==============
+# 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`

package/payload/skills/odoo18-docs/references/docs/applications/hr/appraisals/skills_evolution.md

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+---
+title: "Skills evolution"
+source_url: "https://docs.odoo.sbggai.top/applications/hr/appraisals/skills_evolution.html"
+---
+
+================
+# 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
+*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
+skills <appraisals/identify-skills>` at certain levels, which can be helpful for scenarios where
+specific skills are required.
+
+.. _appraisals/identify-skills-evolution:
+
+# Skills evolution report
+
+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
+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.
+
+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.
+
+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.
+
+.. image:: skills_evolution/skills-report.png
+   :align: center
+   :alt: A report showing all the skills grouped by employee.
+
+.. _appraisals/identify-skills:
+
+# Use case: Identify employees with specific skills
+
+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.
+
+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.
+
+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.
+
+.. 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.
+
+.. image:: skills_evolution/results.png
+   :align: center
+   :alt: The employees with expert Javascript skills.
+
+# Use case: Assess highest improvement
+
+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
+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
+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
+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 custom filter presents only the skills that have improved during the specified time period,
+organized by employee.
+
+.. 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
+   the :guilabel:`Improvement` filter, then click :guilabel:`Add Custom Filter` at the bottom of the
+   :icon:`fa-filter` :guilabel:`Filters` column.
+
+   In the resulting :guilabel:`Add Custom Filter` pop-up window, select :guilabel:`Create Date` for
+   the first drop-down field, then select :guilabel:`is between` for the second drop-down field. Two
+   date fields appear after :guilabel:`is between` is selected.
+
+   Using the calendar selector, set the first date to :guilabel:`07/01/2024` and the second date to
+   :guilabel:`09/30/2024`, then click :guilabel:`Add`.
+
+   These filters present only the skills that have improved during the third quarter (between July
+   1st and September 30th, 2024), 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
+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
+by their respective skill type.
+
+.. 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
+   improvements for both :guilabel:`Languages` (three) and :guilabel:`Programming Languages` (two).
+
+  .. 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`

package/payload/skills/odoo18-docs/references/docs/applications/hr/appraisals.md

@@ -0,0 +1,182 @@
+---
+title: ""
+source_url: "https://docs.odoo.sbggai.top/applications/hr/appraisals.html"
+---
+
+:show-content:
+# 
+# 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.
+
+## 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.
+
+There are two default templates pre-configured in Odoo *Appraisals*: one for employee feedback, and
+one for manager feedback. Each contains several sections, along with questions, and brief
+explanations for how to respond to the questions.
+
+The :guilabel:`Employee Feedback Template` has the following sections: :guilabel:`My work`,
+:guilabel:`My future`, and :guilabel:`My feelings`.
+
+The :guilabel:`Manager Feedback Template` has the following sections: :guilabel:`Feedback`,
+:guilabel:`Evaluation`, and :guilabel:`Improvements`.
+
+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.
+
+Typically, managers ask for feedback from other people who work with an employee they manage. This
+includes the employee's various managers, peers, and direct reports.
+
+To view the :guilabel:`360 Feedback` survey, click the :guilabel:`→ Internal link` icon at the end
+of the :guilabel:`Default Template` field. The :guilabel:`360 Feedback` survey loads, and any
+desired changes to the survey can be made.
+
+For more information on how to edit a survey, refer to the :doc:`../marketing/surveys/create`
+document.
+
+> **important**:
+>    The :guilabel:`360 Feedback` form is a pre-configured survey within the *Surveys* application. In
+   order to use the :guilabel:`360 Feedback` option, including the ability to edit the survey, the
+   *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`.
+This presents the ratings in a list view.
+
+The pre-configured ratings are :guilabel:`Needs Improvement`, :guilabel:`Meets Expectations`,
+:guilabel:`Exceeds Expectations`, and :guilabel:`Strongly Exceeds Expectations`. To add another
+rating, click the :guilabel:`New` button.
+
+When the :guilabel:`New` button is clicked on the :guilabel:`Evaluation Scale` page, a blank line
+appears at the bottom of the list. Enter the name of the rating in the field.
+
+To rearrange the order of the ratings, click the :guilabel:`(six small gray boxes)` icon to the left
+of a rating, and drag the rating to the desired position on the list.
+
+.. image:: appraisals/evaluation-scale.png
+   :align: center
+   :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
+:menuselection:`Appraisals application --> Configuration --> 360 Feedback`.
+
+.. image:: appraisals/survey-list.png
+   :align: center
+   :alt: A list view of all available surveys in the Appraisals application.
+
+Each appraisal (or survey) is presented in its own line on the :guilabel:`360 Feedback` page, along
+with various information related to that particular appraisal.
+
+Each appraisal includes the following information:
+
+- :guilabel:`Survey Name`: the name of the specific survey.
+- :guilabel:`Responsible`: the employee responsible for the survey, including the month and year
+  they were given that designation.
+- :guilabel:`Questions`: the number of questions in that particular survey.
+- :guilabel:`Average Duration`: the average time a user spends completing the survey.
+- :guilabel:`Registered`: the number of people who have been sent the survey.
+- :guilabel:`Completed`: the number of people who have completed the survey.
+
+Each appraisal also has two buttons at the end of each line: a :guilabel:`Test` button and a
+:guilabel:`See Results` button.
+
+To see what an appraisal looks like for the end user (i.e. an employee), click the :guilabel:`Test`
+button, and the appraisal loads in a new browser tab. The entire appraisal loads, and can be clicked
+through without having to enter any answers.
+
+To exit, close the tab. Or, click :guilabel:`This is a Test Survey. → Edit Survey` at the top of the
+page to be taken to the detail form for that particular survey.
+
+To view the results from everyone who completed an appraisal, click the :guilabel:`See Results`
+button. This presents all the answers for the survey in a new tab. Each question provides
+information on how many people responded to a question, and how many people skipped it. All answers
+for each question are visible.
+
+To exit, close the tab. Or, click :guilabel:`→ Edit Survey` at the top of the page to be taken to
+the detail form for that particular survey.
+
+In addition to viewing the responses from past appraisals and surveys, new surveys can also be
+created from the :guilabel:`360 Feedback` page. Simply click the :guilabel:`New` button in the
+top-left of the page to create a new survey.
+
+For more information on how to create a survey, refer to the :doc:`../marketing/surveys/create`
+document.
+
+> **note**:
+>    In previous versions of Odoo, this section was referred to as :guilabel:`Surveys`.
+
+.. seealso::
+   - :doc:`appraisals/new_appraisals`
+   - :doc:`appraisals/goals`
+   - :doc:`appraisals/appraisal_analysis`
+   - :doc:`appraisals/skills_evolution`
+
+.. toctree::
+   :titlesonly:
+
+   appraisals/new_appraisals
+   appraisals/goals
+   appraisals/appraisal_analysis
+   appraisals/skills_evolution