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

odoo/addons/hr_appraisal_oca/readme/USAGE.md

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+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.

odoo/addons/hr_appraisal_oca/security/hr_appraisal_security.xml

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+<?xml version="1.0" ?>
+<odoo>
+    <record id="module_category_hr_appraisal" model="ir.module.category">
+        <field name="name">Appraisals</field>
+        <field name="description">Helps to evaluate employees...</field>
+        <field name="sequence">3</field>
+    </record>
+
+    <record id="group_appraisal_user" model="res.groups">
+        <field name="name">User</field>
+        <field name="category_id" ref="hr_appraisal_oca.module_category_hr_appraisal" />
+        <field name="implied_ids" eval="[(4, ref('base.group_user'))]" />
+    </record>
+
+    <record id="group_appraisal_hr_officer" model="res.groups">
+        <field name="name">HR Officer</field>
+        <field name="category_id" ref="hr_appraisal_oca.module_category_hr_appraisal" />
+        <field
+            name="implied_ids"
+            eval="[(4, ref('hr_appraisal_oca.group_appraisal_user'))]"
+        />
+    </record>
+
+    <!-- Multi - Company Rules -->
+    <record id="hr_appraisal_comp_rule" model="ir.rule">
+        <field name="name">Appraisal multi-company</field>
+        <field name="model_id" ref="hr_appraisal_oca.model_hr_appraisal" />
+        <field name="domain_force">[('company_id', 'in', company_ids + [False])]</field>
+    </record>
+
+    <record id="hr_appraisal_access_rule" model="ir.rule">
+        <field name="name">Appraisals - User Access</field>
+        <field name="model_id" ref="hr_appraisal_oca.model_hr_appraisal" />
+        <field name="global" eval="False" />
+        <field name="domain_force">
+            ['|','|',
+                ('employee_id.user_id','=',user.id),
+                ('employee_id.allowed_user_ids','in',[user.id]),
+                ('manager_ids.user_id','in',[user.id])
+            ]
+        </field>
+        <field
+            name="groups"
+            eval="[(4, ref('hr_appraisal_oca.group_appraisal_user'))]"
+        />
+    </record>
+
+    <record id="hr_appraisal_hr_officer_rule" model="ir.rule">
+        <field name="name">Appraisals - HR Officer Full Access</field>
+        <field name="model_id" ref="hr_appraisal_oca.model_hr_appraisal" />
+        <field name="domain_force">[(1, '=', 1)]</field> <!-- no restrictions -->
+        <field name="global" eval="False" />
+        <field
+            name="groups"
+            eval="[(4, ref('hr_appraisal_oca.group_appraisal_hr_officer'))]"
+        />
+    </record>
+</odoo>

odoo/addons/hr_appraisal_oca/security/ir.model.access.csv

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+id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
+access_hr_appraisal_all,hr.appraisal all,model_hr_appraisal,,1,1,1,1
+access_hr_appraisal_template_all,hr.appraisal.template all,model_hr_appraisal_template,,1,1,1,1
+access_send_email_with_template_all,hr.appraisal.send_email_with_template all,model_send_email_with_template,,1,1,1,1
+access_hr_appraisal_user,hr.appraisal user,model_hr_appraisal,base.group_user,1,1,1,0
+access_hr_appraisal_tag_all,hr.appraisal.tag all,model_hr_appraisal_tag,,1,1,1,1
+access_hr_appraisal_wizard_user,hr.appraisal.wizard user,model_hr_appraisal_wizard,hr_appraisal_oca.group_appraisal_user,1,1,1,1
+access_hr_appraisal_wizard_hr_officer,hr.appraisal.wizard hr officer,model_hr_appraisal_wizard,hr_appraisal_oca.group_appraisal_hr_officer,1,1,1,1
+access_hr_appraisal_request_wizard_user,hr.appraisal.request.wizard user,model_hr_appraisal_request_wizard,hr_appraisal_oca.group_appraisal_user,1,1,1,1
+access_hr_appraisal_request_wizard_hr_officer,hr.appraisal.request.wizard hr officer,model_hr_appraisal_request_wizard,hr_appraisal_oca.group_appraisal_hr_officer,1,1,1,1