Reporting¶
In Odoo’s Appraisals app, two metrics are tracked as appraisals are completed: an appraisal analysis, and a skills evolution.
Appraisal analysis¶
To access the Appraisal Analysis report, navigate to .
On the Appraisal Analysis page, there is a report of all the appraisals in the database, highlighted in different colors to represent their status.
Appraisals in yellow are Done, appraisals in orange are in progress (the Appraisal Sent, but not completed), appraisals in red have been Cancelled, and appraisals in gray are scheduled To Start (according to the Appraisals plans), but have not been confirmed yet.
The report displays the current year, in a default Gantt view, and is grouped by department.
To change the period of time that is presented by default, adjust the date settings in the top-left of the report. The options to display are Day, Week, Month, and Year. Use the arrows to move forward or backward in time.
At any point, click the Today button to have the Gantt view include today’s date in the view.
The report can have other filters and groupings set in the Search… bar at the top.
Example
Appraisals that have been cancelled appear in red on the Appraisal Analysis report, but there is no preconfigured filter to show only cancelled appraisals.
To view only cancelled appraisals, click the (caret down) icon in the Search… bar.
Next, click Add Custom Filter in the Filters section, and a Add Custom Filter pop up window loads.
Using the drop-down menu, select Status for the first drop-down, then select Cancelled for the third drop-down field. Click the Add button, and only appraisals that have been cancelled appear.
Skills evolution¶
To access the Skills Evolution report, navigate to . The Appraisal Skills Report page displays a report of all skills, grouped by employee.
Skill levels are only updated after an appraisal is marked as done. Any skill level changes from any ongoing appraisals that have not been finalized are not included in this report.
All the lines of the report are collapsed, by default. To view the details of a line, click anywhere on a line to expand the data.
Each skill has the following information listed:
Employee: name of the employee.
Skill Type: the category the skill falls under.
Skill: the specific, individual skill.
Previous Skill Level: the level the employee had previously achieved for the skill.
Previous Skill Progress: the previous percentage of competency achieved for the skill (based on the Skill Level).
Current Skill Level: the current level the employee has achieved for the skill.
Current Skill Progress: the current percentage of competency achieved for the skill.
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, and skills that have regressed appear in red as Regression.
The report can have other filters and groupings set in the Search… bar at the top.
Example
Since the 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.
To view only employees with an Expert level of the Javascript skill, first remove any active filters in the Search… bar.
Next, click the (caret down) icon in the Search… bar, then click Add Custom Filter in the Filters section to load an Add Custom Filter pop up window.
Using the drop-down menu, select Skill for the first drop-down, then select Javascript for the third drop-down field.
Next, click the New Rule button, and another line appears. In this second line, select Current Skill Level for the first drop-down, then select Expert for the third drop-down field.
After the New Rule button is clicked, the word any in the sentence Match any of the following rules: changes from plain text into a drop-down menu. Click the (caret down) icon after the word any, and select all.
Finally, click the Add button, and only employees that have an Expert level for the skill Javascript appear.
