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[IMP] Appraisals: Skills Report - highest improvement #11112

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61 changes: 61 additions & 0 deletions content/applications/hr/appraisals/skills_evolution.rst
Original file line number Diff line number Diff line change
Expand Up @@ -98,6 +98,67 @@ appear. In this example, only :guilabel:`Marc Demo` meets these criteria.
:align: center
:alt: The employees with expert Javascript skills.

Use case: Assess highest improvement
====================================

Another way to modify the :guilabel:`Appraisal Skills Report` is to identify the employee who has
the highest amount of improved skills over a specific period of time.

To view this information, first remove the default filter in the search bar. Next, click the
:icon:`fa-caret-down` :guilabel:`(down arrow)` icon in the search bar, then click
:guilabel:`Improvement` beneath the :icon:`fa-filter` :guilabel:`Filters` column. Enabling this
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filter only presents skills that have improved.

It is possible to view the skills that have improved over a period of time, such as a specific
quarter, or month. With the search bar drop-down menu still expanded, click :guilabel:`Add Custom
Filter` at the bottom of the :icon:`fa-filter` :guilabel:`Filters` column, and an :guilabel:`Add
Custom Filter` pop-up window appears.

Select :guilabel:`Create Date` for the first drop-down field, then select :guilabel:`is between` for
the second drop-down field. Once :guilabel:`is between` is selected, a second field appears after
the last field. Using the calendar selector, select the date range to apply the filter to. Once all
the fields are properly formatted, click :guilabel:`Add`.

The custom filter presents only the skills that have improved during the specified time period,
organized by employee.

.. example::
To determine the employee with the most amount of improved skills for the third quarter, remove
the default filter in the search bar of the :guilabel:`Appraisal Skills Report`. Next, activate
the :guilabel:`Improvement` filter, then click :guilabel:`Add Custom Filter` at the bottom of the
:icon:`fa-filter` :guilabel:`Filters` column.

In the resulting :guilabel:`Add Custom Filter` pop-up window, select :guilabel:`Create Date` for
the first drop-down field, then select :guilabel:`is between` for the second drop-down field. Two
date fields appear after :guilabel:`is between` is selected.

Using the calendar selector, set the first date to :guilabel:`07/01/2024` and the second date to
:guilabel:`09/30/2024`, then click :guilabel:`Add`.

These filters present only the skills that have improved during the third quarter (between July
1st and September 30th, 2024), organized by employee.

.. image:: skills_evolution/custom-filter.png
:alt: The Custom Filter pop-up with the parameters set.

To view the number of employees and skills in further detail, click the :icon:`oi-view-pivot`
:guilabel:`(Pivot)` icon in the top-right corner to view the data in a pivot table. This presents a
pivot table with the employees populating the rows, and the only visible column represents the total
number of improved skills.

To expand more rows or columns to view which skill types had the most overall improvement, click
:icon:`fa-plus-square` :guilabel:`Total` above the :guilabel:`Count` column, then click
:guilabel:`Skill Type` from the resulting drop-down menu. This organizes the total improved skills
by their respective skill type.

.. example::
In this example, it is determined that :guilabel:`Charles Reginald` had the largest improvement
in the third quarter, with six improved skills. Additionally, they also had the most skill
improvements for both :guilabel:`Languages` (three) and :guilabel:`Programming Languages` (two).

.. image:: skills_evolution/largest-improvement.png
:alt: The pivot table showing the skill improvements for the third quarter.

.. seealso::
- :doc:`Odoo essentials reporting <../../essentials/reporting>`
- :doc:`../../essentials/search`
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