Objetivos¶
The Odoo Appraisals application allows managers to set and track clear goals for their employees. Continuous progress towards goals gives employees a concrete target between reviews, and gives managers reliable insights when evaluating performance.
Nota
No goals come preconfigured in the Appraisals app; all goals must be added to the database.
Goals library¶
The Goals Library houses all the goals configured in the database, and is where new goals are added. To view all the currently configured goals, navigate to , and the Goals template dashboard loads. All goals are displayed in a default list view, and each goal displays the following information:
Nombre: El nombre del objetivo.
Recommended for: The skills the goal works towards. If an employee wants to advance a skill listed in the Recommended for column, the goal is an effective way to attain those skills.
Sub Goals: The various goals that must be achieved before attaining the specified goal. These can also be referred to as prerequisites.
Create new goals¶
To add a new goal to the goals library, navigate to , click the New button, and a Goals Template form loads. Fill out the following information on the form:
Name: Enter a name for the goal in this field.
Parent Goal Template: If the goal is a sub-goal under another goal, referred to as a parent goal, select it using the drop-down menu.
Expected Skills: If the goal is a prerequisite for a skill, select it using the drop-down menu. When an employee is tasked to learn a skill, the corresponding goals associated with that skill are recommended for them.
Usual Timing: Enter the typical amount of time, in months, the goal takes to achieve. When the goal is assigned to an employee, the due date is calculated based on this field.
Tags: Add any relevant tags using the drop-down menu.
Example
A company wants to create a goal for employees to learn basic safety for all their heavy
machinery. To set up this goal, the goal is named Factory Safety Training. The
Parent Goal Template is Heavy Machinery Safety Training, which includes the
advanced safety training for all the equipment. This means the goals of Factory Safety Training
fall underneath the more comprehensive Heavy Machinery Safety Training.
The Expected Skills are the various advanced safety training skills, such as
Forklift Operation: Advanced. This means that when an employee wants to obtain the skill
Forklift Operator: Advanced, they will be recommended the Factory Safety Training goal.
The Usual Timing is set to one month, meaning that it is typical for an employee to take one month to achieve the goal.
Last, the tags Factory and Safety are assigned to the goal.
Description tab¶
Enter any relevant information in this tab to provide information, context, and assistance to the employee.
This text is visible to the employee, and may include steps to take, any benefits from achieving the goal, and how they can achieve it. Use the rich text editor to customize the information provided.
Example
A Factory Safety Training goal populates the Description tab with a short description of the
goal, a checklist of safety training that must be completed to achieve the goal, as well as
instructions for whom to contact to schedule the necessary training.
Sub-Goals tab¶
Certain goals can only be achieved after completing related goals, referred to as sub-goals. When this applies, the necessary sub-goals must be added to the Sub-goals tab.
To add a sub-goal, click Add a line, and a Create Sub Goal Template pop-up window loads. The form contains the same fields as the goals template, except the Parent Goal Template does not appear on this form. Fill out the pop-up window, then click Save & Close if only one goal is needed, or Save & New to save the goal and add another.
Example
A Factory Safety Training has four sub-goals configured. Each sub-goal is for the basic
training of a specific piece of heavy machinery, such as Basic Forklift Training. Each sub-goal
has a Recommended for skill listed with it. The Basic Forklift Training is
recommended for employees assigned the Forklift Operator: Beginner skill.
Etiquetas¶
Adding tags to goals can help when viewing the goals report, to see how many goals with specific tags are assigned to employees. They also can aid with keeping various goals organized, and see which goals are related to one another.
To view all the current tags, and add new ones, navigate to . All tags appear in a list view. No tags come preconfigured, so all tags must be added to the database.
To add a new tag, click the New button in the upper-left corner, and a new line appears at the bottom of the list. Enter the tag name, then press return or click away from the field. Click on a colored dot at the end of the line to select a color for the tag.
View employee goals¶
To view all goals assigned to employees, navigate to . This presents all the goals for every employee, in a default list view, grouped by Employee.
Haga clic en un empleado para abrir la lista de objetivos. Cada uno de ellos mostrará la siguiente información:
Nombre: El nombre del objetivo.
Progreso: El porcentaje del progreso que el empleado ha logrado.
Empleado: El empleado asignado al objetivo.
Deadline: The date the goal should be achieved.
The Progress percentages all appear in gray until a goal has been achieved. Once
achieved, the Progress displays 100% and appears in green.
Any goals whose Deadline has passed appears in red text.
Nota
En la lista solo aparecerán los empleados que tengan un objetivo asignado.
Assign goals to employees¶
Once goals have been configured in the database, the next step is to assign goals to employees. Configured goals can be assigned to employees, and new goals can be created and assigned.
Assign existing goals¶
To assign goals to employees, first open to the main Goals dashboard by navigating to . Click the Open Library button and a Goals Template Library pop-up window loads, displaying all the currently configured goals. Click the checkbox next to each goal being assigned to employees.
Next, click the Continue button and a Select Employees pop-up window loads. Click the checkbox next to each employee being assigned the selected goals, then click the Add Goals to Employees button.
The pop-up window closes, and the selected goals are now assigned to the selected employees, and appear on the Goals dashboard.
Assign new goals¶
If a goal does not exist, it can be created and assigned to an employee from the Goals dashboard. To create new goals, navigate to , and click New in the top-left corner to open a blank Goals form. Add the following information on the form:
Objetivo: Escriba un nombre corto para el objetivo en este campo.
Employee: Select the employee being assigned the goal using the drop-down menu. Once this field is populated, the employee’s manager populates the Manager field.
Progreso: Haga clic en el porcentaje actual de competencia del objetivo. Las opciones son 0%, 25%, 50%, 75% y 100%.
Manager: Select the employee’s manager using the drop-down menu, if not already selected.
Deadline: Enter the due date for the goal using the calendar selector.
Tags: Add any relevant tags to the goal using the drop-down menu.
Description: Enter any details regarding the goal in this tab.
Truco
Algunos objetivos se pueden desglosar en pasos, que pueden agregarse como lista de verificación. Una lista de verificación es una herramienta que el empleado usa para marcar su progreso.
Update employee goals¶
Typically, goals are updated during an employee appraisal, directly on the appraisal form. However, in some cases, it is necessary to update goal progress outside of an appraisal. This could be from an employee completing a course or certification, documenting their goal progress or completion.
To update a goal’s progress percentage outside of an appraisal, navigate to . Expand the employee whose goals are being updated, and click on an individual goal to open the goal record.
Haga clic en la caja nueva Progreso para establecer el nuevo nivel de progreso. Recomendamos agregar notas en la pestaña Descripción conforme el empleado progrese con el objetivo. Las notas deben incluir las fechas en las que el progreso cambió y cualquier información correspondiente al cambio.
Completed employee goals¶
Cuando se haya logrado un objetivo, es importante actualizar el registro. Vaya a y abra el empleado cuyos objetivos evaluará. Haga clic en un objetivo específico para abrir el registro.
Haga clic en el botón Marcar como hecho ubicado en la esquina superior izquierda. Aparecerá una cinta verde con el mensaje Hecho en la esquina superior derecha de la tarjeta del objetivo y el progreso cambiará a 100%.
Nota
On the Goals dashboard, completed goals are indicated with a green 100% tag in the Progress column.
