odoo-addon-hr-appraisal-oca 16.0.1.0.0.3__py3-none-any.whl

odoo/addons/hr_appraisal_oca/README.rst

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+.. image:: https://odoo-community.org/readme-banner-image
+   :target: https://odoo-community.org/get-involved?utm_source=readme
+   :alt: Odoo Community Association
+
+=============
+Appraisal Oca
+=============
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:d1946002660b919f664e9679611e20cec90d54dcf506f5ee30a69d6bb3ac031d
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
+    :target: https://odoo-community.org/page/development-status
+    :alt: Beta
+.. |badge2| image:: https://img.shields.io/badge/license-AGPL--3-blue.png
+    :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
+    :alt: License: AGPL-3
+.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fhr-lightgray.png?logo=github
+    :target: https://github.com/OCA/hr/tree/16.0/hr_appraisal_oca
+    :alt: OCA/hr
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/hr-16-0/hr-16-0-hr_appraisal_oca
+    :alt: Translate me on Weblate
+.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
+    :target: https://runboat.odoo-community.org/builds?repo=OCA/hr&target_branch=16.0
+    :alt: Try me on Runboat
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+This module helps maintain the employee motivation process through
+periodic performance appraisals.
+
+Managers can evaluate employee performance and enable employees to
+perform self-assessments. Review forms can be customized according to
+organizational needs.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Usage
+=====
+
+To create a new appraisal for an employee, first navigate to the main
+Appraisals dashboard by opening the Appraisals app. The Appraisals
+dashboard is the default view.
+
+All appraisals are displayed on the dashboard in a default Kanban view.
+To view the details of any appraisal, click on the card to open the
+appraisal form.
+
+1. Create an appraisal: To create a new appraisal, click the New button
+in the upper-left corner of the 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: \* Employee:
+Select the employee for whom you are creating the appraisal. \*
+Managers: Select the managers who will be involved in the appraisal
+process. \* Date Close: Select the date when the appraisal is expected
+to be completed. \* Appraisal Template: Select the template that will be
+used for this appraisal. \* Appraisal Tags: Add any relevant tags to
+categorize the appraisal.
+
+Once the form is complete, click the 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
+next steps require the employee to fill out the self-assessment, after
+which the manager completes their assessment.
+
+The status changes to Confirmed, and the Employee’s Feedback section of
+the Appraisal tab is grayed out. The information in that section only
+appears after the self-assessment is published by the employee.
+
+If there are any existing appraisals for the employee, an Appraisal
+smart button appears at the top of the page, listing the total number of
+appraisals there are for the employee.
+
+2. Employee’s feedback To complete their portion of feedback, employees
+should navigate to the main 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 Employee’s Feedback section, under the Appraisal tab.
+
+When completed, click the Not Visible to Manager toggle (the default
+setting once an appraisal is confirmed). When clicked, the toggle
+changes to Visible to Manager.
+
+3. Manager’s feedback After the employee has completed the Employee’s
+Feedback section, under the Appraisal tab, it is time for the manager to
+fill out the Manager’s Feedback section.
+
+The manager enters their responses in the fields in the same manner as
+the employee.
+
+When the feedback section is completed, click the Not Visible to
+Employee toggle (the default setting once an appraisal is confirmed).
+When clicked, the toggle changes to Visible to Employee.
+
+4. Private Note tab If managers want to leave notes that are only
+visible to other managers, they can be entered in the 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.
+
+5. 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 Mark as Done button on
+the appraisal form, located in the top-left corner.
+
+Once the appraisal is marked as Done, the Mark as Done button
+disappears, and a Reopen button appears.
+
+6. Permissions and User Types To manage access permissions to the
+Appraisals app, go to Settings > Users & Companies > Users and select
+the desired user. In the Access tab, you will find the Appraisal
+Permissions section. The following user types are available:
+
+- User: Can access their own appraisals and complete evaluations of
+  their direct and indirect reporting employees.
+- Human resources officer: Has full access to all appraisals and
+  settings, and can manage templates, tags, permissions, and all
+  records.
+
+Make sure to assign the appropriate access type based on the user's role
+in the organization. Permissions determine what actions each user can
+perform within the Appraisals module.
+
+7. Archive and Restore Appraisals To archive an appraisal, open the
+record and select Archive from the Action menu. Archived appraisals are
+hidden from the main views.
+
+To view archived appraisals, use the Archived filter in the search bar.
+
+To restore an appraisal, open it (with the Archived filter active) and
+click Restore.
+
+Archiving does not delete the record; you can archive or restore
+appraisals at any time.
+
+- 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
+Reopen button.
+
+Then, click the Confirm button that appears, and make any modifications
+needed. Once all modifications are complete, click the Mark as Done
+button again.
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/OCA/hr/issues>`_.
+In case of trouble, please check there if your issue has already been reported.
+If you spotted it first, help us to smash it by providing a detailed and welcomed
+`feedback <https://github.com/OCA/hr/issues/new?body=module:%20hr_appraisal_oca%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
+
+Do not contact contributors directly about support or help with technical issues.
+
+Credits
+=======
+
+Authors
+-------
+
+* Fundación Esment
+
+Contributors
+------------
+
+- `Fundación Esment <https://esment.org/>`__:
+
+  - Estefanía Bauzá
+
+- `Tecnativa <https://www.tecnativa.com/>`__:
+
+  - Pedro M. Baeza
+  - Christian Ramos
+
+Maintainers
+-----------
+
+This module is maintained by the OCA.
+
+.. image:: https://odoo-community.org/logo.png
+   :alt: Odoo Community Association
+   :target: https://odoo-community.org
+
+OCA, or the Odoo Community Association, is a nonprofit organization whose
+mission is to support the collaborative development of Odoo features and
+promote its widespread use.
+
+.. |maintainer-ebauza| image:: https://github.com/ebauza.png?size=40px
+    :target: https://github.com/ebauza
+    :alt: ebauza
+.. |maintainer-pedrobaeza| image:: https://github.com/pedrobaeza.png?size=40px
+    :target: https://github.com/pedrobaeza
+    :alt: pedrobaeza
+
+Current `maintainers <https://odoo-community.org/page/maintainer-role>`__:
+
+|maintainer-ebauza| |maintainer-pedrobaeza| 
+
+This module is part of the `OCA/hr <https://github.com/OCA/hr/tree/16.0/hr_appraisal_oca>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

odoo/addons/hr_appraisal_oca/__init__.py

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+from . import models
+from . import wizard

odoo/addons/hr_appraisal_oca/__manifest__.py

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+# Copyright 2025 Fundacion Esment - Estefanía Bauzá
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+{
+    "name": "Appraisal Oca",
+    "version": "16.0.1.0.0",
+    "category": "Human Resources/Employees",
+    "website": "https://github.com/OCA/hr",
+    "author": "Fundación Esment, Odoo Community Association (OCA)",
+    "maintainers": ["ebauza", "pedrobaeza"],
+    "images": ["static/description/banner.png"],
+    "summary": "Module for managing employee appraisals",
+    "license": "AGPL-3",
+    "depends": ["base", "hr", "mail"],
+    "installable": True,
+    "data": [
+        "security/hr_appraisal_security.xml",
+        "security/ir.model.access.csv",
+        "data/mail_template_data.xml",
+        "data/mail_activity_type_data.xml",
+        "views/hr_appraisal_form_view.xml",
+        "views/res_config_settings_views.xml",
+        "views/hr_employee_form_view.xml",
+        "views/hr_appraisal_template_form_view.xml",
+        "views/hr_appraisal_tag_form_view.xml",
+        "wizard/hr_appraisal_wizard_form_view.xml",
+        "wizard/hr_appraisal_request_wizard_view.xml",
+    ],
+}

odoo/addons/hr_appraisal_oca/data/mail_activity_type_data.xml

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+<?xml version="1.0" encoding="utf-8" ?>
+<odoo noupdate="1">
+        <record id="mail_act_hr_appraisal_cfr" model="mail.activity.type">
+            <field name="name">CFR</field>
+            <field name="icon">fa-comments-o</field>
+            <field name="summary">Appraisals</field>
+            <field name="res_model">hr.appraisal</field>
+        </record>
+</odoo>

odoo/addons/hr_appraisal_oca/data/mail_template_data.xml

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+<?xml version="1.0" encoding="utf-8" ?>
+<odoo noupdate="1">
+    <record id="mail_template_appraisal_request" model="mail.template">
+        <field name="name">HR: Manager appraisal request</field>
+        <field name="model_id" ref="hr_appraisal_oca.model_hr_appraisal" />
+        <field name="subject">Appraisal Requested</field>
+        <field name="email_from">{{user.email_formatted}}</field>
+        <field name="reply_to">{{user.email_formatted}}</field>
+        <field
+            name="description"
+        >Sent manually to the employee by the manager who wants to do an appraisal</field>
+        <field name="auto_delete" eval="True" />
+        <field name="body_html" type="html">
+            <div style="margin: 0px; padding: 0px;">
+                <p style="margin: 0px; padding: 0px; font-size: 13px;">
+                    Dear
+                    <t t-if="object.employee_id.work_email">
+                        <t t-out="object.employee_id.name or ''" />,
+                    </t>
+                    <t t-foreach="object.manager_ids" t-as="manager">
+                        <t t-if="user.id not in object.manager_user_ids.ids">
+                            <t t-out="manager.name or ''" />,
+                        </t>
+                    </t>
+                    <br />
+                        An appraisal has been requested by <t
+                        t-out="user.name or ''"
+                    />.<br />
+                    <br />
+                    <t t-if="ctx.get('user_body')">
+                        <div
+                            style="margin: 16px 0px 16px 0px; padding: 8px 16px 8px 16px; background-color: #F1F1F1;"
+                        >
+                            <t t-out="ctx.get('user_body')"> </t>
+                        </div>
+                    </t>
+                    <t t-if="ctx.get('recipient_users')">
+                        <p
+                            style="margin: 16px 0px 16px 0px; padding: 8px 16px 8px 16px; text-align: center;"
+                        >
+                            <t
+                                t-set="link"
+                                t-value="'/mail/view?model=hr.appraisal&amp;res_id=%s' % object.id"
+                            />
+                            <a
+                                style="margin: auto; background-color:#875A7B; padding: 8px 16px 8px 16px; text-decoration: none; color: #fff; border-radius: 5px;"
+                                t-att-href="link"
+                            >View Appraisal</a>
+                        </p>
+                    </t>
+                    <br />
+                </p>
+            </div>
+        </field>
+    </record>
+    <record id="mail_template_appraisal_request_from_employee" model="mail.template">
+        <field name="name">HR: Employee Appraisal Request</field>
+        <field name="model_id" ref="hr_appraisal_oca.model_hr_appraisal" />
+        <field name="subject">{{ user.name or ''}} requests an Appraisal</field>
+        <field name="email_from">{{user.email_formatted}}</field>
+        <field name="reply_to">{{user.email_formatted}}</field>
+        <field
+            name="description"
+        >Sent manually to the manager by the employee who wants an appraisal</field>
+        <field name="auto_delete" eval="True" />
+        <field name="body_html" type="html">
+            <div style="margin: 0px; padding: 0px;">
+                <p style="margin: 0px; padding: 0px; font-size: 13px;">
+                    Dear
+                    <t t-foreach="object.manager_ids" t-as="manager">
+                        <t t-if="manager.work_email">
+                            <t t-out="manager.name or ''" />,
+                        </t>
+                    </t>
+                    <br />
+                    <t t-out="user.name or ''" /> wishes an appraisal.<br />
+                    <br />
+                    <t t-if="ctx.get('user_body')">
+                        <div
+                            style="margin: 16px 0px 16px 0px; padding: 8px 16px 8px 16px; background-color: #F1F1F1;"
+                        >
+                            <t t-out="ctx.get('user_body')"> </t>
+                        </div>
+                    </t>
+                    <t t-if="ctx.get('recipient_users')">
+                        <p
+                            style="margin: 16px 0px 16px 0px; padding: 8px 16px 8px 16px; text-align: center;"
+                        >
+                            <t
+                                t-set="link"
+                                t-value="'/mail/view?model=hr.appraisal&amp;res_id=%s' % object.id"
+                            />
+                            <a
+                                style="margin: auto; background-color:#875A7B; padding: 8px 16px 8px 16px; text-decoration: none; color: #fff; border-radius: 5px;"
+                                t-att-href="link"
+                            >View Appraisal</a>
+                        </p>
+                    </t>
+                </p>
+            </div>
+        </field>
+    </record>
+    <record id="mail_template_appraisal_confirmation" model="mail.template">
+        <field name="name">HR: Appraisal Confirmation</field>
+        <field name="model_id" ref="hr_appraisal_oca.model_hr_appraisal" />
+        <field name="subject">{{object.employee_id.name}}: Appraisal Confirmed</field>
+        <field name="email_from">{{user.email_formatted}}</field>
+        <field
+            name="description"
+        >Sent automatically to both employee and manager when appraisal is confirmed</field>
+        <field name="auto_delete" eval="True" />
+        <field name="body_html" type="html">
+            <div style="margin: 0px; padding: 0px;">
+                <p style="margin: 0px; padding: 0px; font-size: 13px;">
+                    An appraisal of <t
+                        t-out="object.employee_id.name or 'employee'"
+                    /> has been confirmed.<br />
+                    <br /><br />
+                    Please schedule an appraisal date together.
+                    <br /><br />
+                    <t t-if="ctx.get('recipient_users')">
+                        <p style="margin: 16px 0px 16px 0px; text-align: center;">
+                            <t
+                                t-set="link"
+                                t-value="'/mail/view?model=hr.appraisal&amp;res_id=%s' % object.id"
+                            />
+                            <a
+                                style="background-color:#875A7B; padding: 8px 16px 8px 16px; text-decoration: none; color: #fff; border-radius: 5px;"
+                                t-att-href="link"
+                            >View Appraisal</a>
+                        </p>
+                    </t>
+                </p>
+            </div>
+        </field>
+    </record>
+    <record id="mail_template_appraisal_completed" model="mail.template">
+        <field name="name">HR: Appraisal Completed</field>
+        <field name="model_id" ref="hr_appraisal_oca.model_hr_appraisal" />
+        <field name="subject">Your Appraisal has been completed</field>
+        <field name="email_from">{{user.email_formatted}}</field>
+        <field
+            name="description"
+        >Sent automatically to both employee and manager when appraisal is completed</field>
+        <field name="auto_delete" eval="True" />
+        <field name="body_html" type="html">
+            <div>
+                The appraisal's status has been set to <strong
+                    style="box-sizing:border-box;font-weight:bold;"
+                >Done</strong> by <t t-out="user.name or ''" />.<br />
+                <br />
+                <t t-if="ctx.get('recipient_users')">
+                    <p style="box-sizing:border-box;margin-top:24px;margin-bottom:16px">
+                        <t
+                            t-set="link"
+                            t-value="'/mail/view?model=hr.appraisal&amp;res_id=%s' % object.id"
+                        />
+                        <a
+                            style="box-sizing:border-box;text-decoration:none;color:#7c7bad;background-color:#875A7B;padding:10px; color:#fff; border-radius:5px;"
+                            t-att-href="link"
+                        >View Employee Appraisal</a>
+                    </p>
+                </t>
+            </div>
+        </field>
+    </record>
+</odoo>