New appraisals¶
To create a new appraisal for an employee, first navigate to the main Appraisals dashboard by opening the app. The Appraisals dashboard is the default view.
Appraisals dashboard¶
All appraisals are displayed on the dashboard in a default Kanban view, with a list of groupings on the left side of the dashboard, including COMPANY, DEPARTMENT, and STATUS.
点击任何分组选项，**仅**查看所选选项的鉴定结果。
注解
Only groupings with multiple selections appear in the list. For example, if a database only has one company, the COMPANY grouping does not appear, since there is no other company to select.
每张考评卡都显示以下信息：
Name: the employee’s name.
Department: the department the employee is associated with.
Company: the company the employee works for. This only appears in a multi-company database.
Date: the date the appraisal was requested, or is scheduled for in the future.
Activities: any activities that are scheduled for the appraisal, such as Meetings or Phone Calls.
Manager: the employee’s manager, indicated by the profile icon in the bottom-right corner of an appraisal card.
Status banner: the status of the appraisal. A banner appears if an appraisal is marked as either Canceled or Done. If no banner is present, that means the appraisal has not happened, or has not been scheduled yet.
要查看任何考评的详细信息，请点击卡片打开考评表。
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:
Manager: select the employee’s manager from the drop-down menu. The manager is responsible for completing the Manager’s Feedback section of the appraisal. This field auto-populates after the employee is selected, if they have a manager set on their employee profile.
Appraisal Date: the current date is automatically entered in this field. This field is automatically updated once the appraisal is completed or cancelled, with the corresponding date of completion or cancellation.
部门：从下拉菜单中选择员工的部门。如果员工档案中设置了部门，则该字段会在员工被选中后自动填充。
公司：从下拉菜单中选择员工的公司。如果员工档案中设置了公司，则该字段会在员工被选中后自动填充。
注解
The only required fields for the appraisal form are the employee’s name, the Manager, and the Company.
表格填写完成后，点击 确认 按钮确认考评申请。
一经确认，员工就会收到一封电子邮件，说明已提出考评请求，并提示员工安排考评日期。
状态变为 已确认，并且 考评 选项卡中的 员工反馈 部分变为灰色。该部分的信息只有在员工公布自我评估后才会出现。一旦评估请求得到确认，最终评级 字段也会出现。
如果该员工有任何现有考评，页面顶部会出现一个 考评 智能按钮，列出该员工的考评总数。
询问反馈¶
作为考评流程的一部分，经理可以要求公司中的任何人提供有关员工的反馈意见。反馈通常来自同事和其他与员工有互动或共事的人。这样做的目的是为了更全面地了解员工，帮助经理做出整体评估。
要请求反馈，**必须***确认考评。确认后，表单顶部会出现一个 询问反馈 按钮。
点击 询问反馈 按钮后，会弹出 询问反馈 电子邮件表单，使用 考评：询问反馈 电子邮件模板，发送 360 反馈 调查。
在 收件人 字段中输入要求完成调查的员工。可选择多个员工。
电子邮件模板具有动态占位符，可个性化信息。如果需要，可在电子邮件中添加任何其他文本。
如果需要，还可以添加 答复期限。
If any attachments are needed, click the Attachments button, and a file explorer window appears. Navigate to the file(s), select them, then click Open.
电子邮件准备发送时，点击 发送。
考评表¶
Once an appraisal is confirmed, the next steps require the employee to fill out the self-assessment, after which the manager completes their assessment.
员工反馈¶
要完成反馈部分，员工应导航到 主仪表板，其中唯一可见的条目包括员工本人和/或员工管理的人员，以及需要提供经理反馈的员工的评估。
点击考评，打开考评表。在 考评 选项卡下的 员工反馈 部分输入回复。
完成后，点击:guilabel:经理不可见 切换按钮（确认评估后的默认设置）。点击后，切换按钮将变为 经理可见。
经理反馈¶
员工完成 考评`选项卡下的 :guilabel:`员工反馈 部分后，经理就可以填写 经理反馈 部分。
经理以 与员工 相同的方式在字段中输入回复。
完成反馈部分后，点击 员工不可见`切换按钮（确认评估后的默认设置）。点击后，切换按钮将变为 :guilabel:`员工可见。
技能选项卡¶
Part of an appraisal is evaluating an employee’s skills, and tracking their progress over time. The Skills tab of the appraisal form auto-populates with the skills from the employee form, once an appraisal is confirmed.
每个技能与同类技能分组，并显示每个技能的 技能等级、进度`和 :guilabel:`理由。
更新任何技能，或在 技能 标签中添加任何新技能。
如果技能等级提高了，可以在 理由 字段中输入评级提高的原因，例如`参加了语言测试`或`获得 Javascript 认证`。
参见
有关添加或更新技能的详细说明，请参阅 创建新员工 文档。
完成考评并更新技能后，下一次确认考评时，更新的技能将填充 技能 选项卡。
注解
The Skills tab can be modified after the employee and their manager have met and discussed the employee’s appraisal.
This is a common situation as the manager may not have all the necessary information to properly assess and update the employee’s skills before meeting.
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.
安排会议¶
一旦完成评估的两个部分（:ref:`员工 <appraisals/employee-feedback>`和:ref:`经理<appraisals/manager-feedback>`反馈部分），就到了员工和经理见面讨论考评的时候了。
可以通过两种方式安排会议：从 考评 应用程序仪表板，或从个人评估卡安排。
To schedule an appraisal from the dashboard of the Appraisals application, first navigate to .
Click the (clock) icon, beneath the appraisal date on the desired appraisal card, and a pop-up window appears. Then, click Schedule an activity to create an activity from a Schedule Activity pop-up form that appears.
从下拉菜单中为 活动类型 选择 会议。这样做会更改表单，因此只显示 活动类型 和 摘要 字段。
Enter a brief description in the Summary field of the Schedule Activity
pop-up form, such as Annual Appraisal for (Employee).
接下来，点击 打开日历 按钮。在出现的日历页面中，导航到所需的会议日期和时间并双击。
Doing so opens a New Event pop-up form. From this pop-up form, make any desired modifications, such as designating a Start time, or modifying the default Title to the meeting.
Add the appraisee in the Attendees section, and include anyone else who should also be in the meeting, if necessary.
To make the meeting a video call, instead of an in-person meeting, click Odoo meeting, and a Videocall URL link appears in the field.
完成所有所需更改后，点击 保存并关闭。
会议现在会出现在日历上，并通过电子邮件通知受邀各方。
The other way to schedule a meeting is from the individual appraisal form. To do this, navigate to the dashboard, then click on an appraisal card.
Next, click on the Meeting smart button, and the calendar loads. Follow the same directions above to create the meeting.
For more detailed information on how to schedule activities, refer to the activities documentation.
注解
如果没有安排会议，会议`智能按钮将显示为 :guilabel:`无会议。
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.
小技巧
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.