목표 설정

The Odoo Appraisals application allows managers to set (and track) clear goals for their employees. Continuous progress towards goals give employees a concrete target between reviews, and give managers reliable insights when evaluating performance.

목표 보기

To view all goals, navigate to Appraisals app ‣ Goals. This presents all the goals for every employee, in a default list view, grouped by Employee.

Click on an employee to expand the listed goals. Each goal displays the following information:

  • 이름: 목표의 이름(제목)입니다.

  • Created on: The date the goal was made.

  • Progress: The percentage of progress the employee has achieved.

  • Employee: The employee assigned to the goal.

참고

Only employees with goals assigned to them appear in the list.

A list of goals for all employees.

목표 생성

To create new goals, navigate to Appraisals app ‣ Goals, and click New in the top-left corner to open a blank goal form. Add the following information on the form:

  • Goal: Type in a brief name for the goal in this field.

  • Employee: Using the drop-down menu, select the employee being assigned the goal. Once this field is populated, the employee’s manager populates the Manager field.

  • Progress: Click the current percentage of competency for the goal. The options are 0%, 25%, 50%, 75%, or 100%.

  • Manager: Using the drop-down menu, select the employee’s manager (if not already selected).

  • Deadline: Using the calendar selector, enter the due date for the goal.

  • Tags: Using the drop-down menu, add any relevant tags to the goal.

  • Description tab: Enter any details regarding the goal in this tab.

팁

Some goals can be broken down into steps, which may be input as a checklist. A checklist is a tool the employee may use to mark their progress.

A completed goal created for learning Python.

태그

Adding tags to goals can help when viewing the goals report, to see how many goals with specific tags are assigned to employees.

To view all the current tags, and add new ones, navigate to Appraisals app ‣ Configuration ‣ Tags. All tags appear in a list view. The default tags are: External, Hard Skills, Internal, Programming, Soft Skills, and Training.

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, then press return or click away from the field.

목표 업그레이드

During employee appraisals, goals are reviewed to see how much progress the employee has made. When an employee has achieved the next level of progress, the goal must be updated accordingly.

To update a goal’s progress percentage, navigate to Appraisals app ‣ Goals. Expand the employee whose goals are being evaluated, and click on an individual goal to open the goal record.

새로운 진행률 박스를 클릭하여 새로 진행 수준을 설정합니다. 직원이 목표를 달성해 나가는 동안 설명 탭에 메모를 추가하는 것을 권장합니다. 메모에는 진행률이 변경된 날짜와 변경 사항에 대한 모든 추가적인 내용이 포함되어야 합니다.

참고

Goal progress can be updated at any time by the employee’s manager, not only during an appraisal.

목표 완료

When a goal has been met, it is important to update the record. Navigate to Appraisals app ‣ Goals. Expand the employee whose goals are being evaluated, and click on an individual goal to open the goal record.

Click the Mark as Done button in the upper-left corner. A green Done banner appears in the top-right corner of the goal card, and the Progress changes to 100%.

참고

On the Goals dashboard, completed goals are indicated with a green 100% in the Progress column.