addons/survey/data/survey_demo_appraisal.xml

   1 <?xml version="1.0" encoding="utf-8"?>
   2 <openerp>
   3     <data>
   4         <!-- Appraisal form -->
   5         <record model="survey.survey" id="appraisal_form">
   6             <field name="title">Employee Appraisal Form</field>
   7             <field name="state">open</field>
   8             <field name="date_open" eval="time.strftime('%Y-%m-%d %H:%M:%S')" />
   9             <field name="visible_to_user" eval="False"/>
  10             <field name="users_can_go_back" eval="True" />
  11             <field name="color" eval="4" />
  12             <field name="description">&lt;p&gt; &lt;/p&gt;</field>
  13             <field name="thank_you_message">&lt;p&gt; &lt;/p&gt;</field>
  14         </record>
  15         <!-- Page 1 -->
  16         <record model="survey.page" id="appraisal_1">
  17             <field name="title">Employee Appraisal Form</field>
  18             <field name="survey_id" ref="appraisal_form" />
  19             <field name="sequence">1</field>
  20             <field name="description">&lt;h2&gt;Overall Purpose Of Employee Appraisal&lt;/h2&gt;
  21 &lt;ul&gt;&lt;li&gt;To initiate a clear and open communication of performance expectations
  22 &lt;li&gt;To assist employees in their professional growth, through the identification of strengths and opportunities for
  23 development&lt;/ul&gt;
  24 &lt;h2&gt;At the outset of the appraisal time period&lt;/h2&gt;
  25 &lt;ul&gt;&lt;li&gt;It is the joint responsibility of the employee and the supervisor (appraiser) to establish a feasible work plan for the
  26 coming year, including major employee responsibilities and corresponding benchmarks against which results will be
  27 evaluated.
  28 &lt;li&gt;Critical or key elements of performance and professional development needs (if any), should also be noted at this time&lt;/ul&gt;
  29 &lt;h2&gt;At the conclusion of the appraisal time period&lt;/h2&gt;
  30 &lt;ul&gt;&lt;li&gt;The employee will be responsible for completing a draft of the Appraisal Form as a tool for self-appraisal and a starting
  31 point for the supervisor’s evaluation. The employee can add examples of achievements for each criterion.
  32 Once the form had been filled, the employee send it to his supervisor.
  33 &lt;li&gt;It is the primary responsibility of the supervisor to gather the necessary input from the appropriate sources of feedback
  34 (internal and/or external customers, peers). In case of collaboration with OpenERP SA Belgium, the supervisor must
  35 receive completed evaluation form from the employee's Belgian project manager.
  36 &lt;li&gt;The supervisor synthesizes and integrates all input into the completed appraisal. He motivates his evaluation in the ad
  37 hoc fields.
  38 &lt;li&gt;The employee may choose to offer comments or explanation regarding the completed review.
  39 &lt;li&gt;The supervisor send the form to the HR department in India and in Belgium&lt;/ul&gt;</field>
  40         </record>
  41         <record model="survey.question" id="appraisal_1_1">
  42             <field name="page_id" ref="appraisal_1" />
  43             <field name="sequence">1</field>
  44             <field name="question">Name</field>
  45             <field name="type">textbox</field>
  46             <field name="constr_mandatory" eval="True" />
  47         </record>
  48         <record model="survey.question" id="appraisal_1_2">
  49             <field name="page_id" ref="appraisal_1" />
  50             <field name="sequence">2</field>
  51             <field name="question">Position Title</field>
  52             <field name="type">textbox</field>
  53             <field name="constr_mandatory" eval="True" />
  54         </record>
  55         <record model="survey.question" id="appraisal_1_3">
  56             <field name="page_id" ref="appraisal_1" />
  57             <field name="sequence">3</field>
  58             <field name="question">Appraisal for Period</field>
  59             <field name="type">textbox</field>
  60             <field name="constr_mandatory" eval="True" />
  61         </record>
  62         <record model="survey.question" id="appraisal_1_4">
  63             <field name="page_id" ref="appraisal_1" />
  64             <field name="sequence">4</field>
  65             <field name="question">Date of review</field>
  66             <field name="type">textbox</field>
  67             <field name="constr_mandatory" eval="True" />
  68         </record>
  69         <record model="survey.question" id="appraisal_1_5">
  70             <field name="page_id" ref="appraisal_1" />
  71             <field name="sequence">5</field>
  72             <field name="question">Appraiser</field>
  73             <field name="type">textbox</field>
  74             <field name="constr_mandatory" eval="True" />
  75         </record>
  76         <!-- Page 2 -->
  77         <record model="survey.page" id="appraisal_2">
  78             <field name="title">Work Plan</field>
  79             <field name="survey_id" ref="appraisal_form" />
  80             <field name="sequence">2</field>
  81             <field name="description">&lt;p&gt; &lt;/p&gt;</field>
  82         </record>
  83         <record model="survey.question" id="appraisal_2_1">
  84             <field name="page_id" ref="appraisal_2" />
  85             <field name="sequence">1</field>
  86             <field name="question">Objectives</field>
  87             <field name="type">free_text</field>
  88             <field name="constr_mandatory" eval="True" />
  89         </record>
  90         <record model="survey.question" id="appraisal_2_2">
  91             <field name="page_id" ref="appraisal_2" />
  92             <field name="sequence">2</field>
  93             <field name="question">Results</field>
  94             <field name="type">free_text</field>
  95             <field name="constr_mandatory" eval="True" />
  96         </record>
  97         <record model="survey.question" id="appraisal_2_3">
  98             <field name="page_id" ref="appraisal_2" />
  99             <field name="sequence">3</field>
 100             <field name="question">Additional Comments</field>
 101             <field name="type">free_text</field>
 102         </record>
 103         <!-- Page 3 -->
 104         <record model="survey.page" id="appraisal_3">
 105             <field name="title">Employee Performance in Key Areas</field>
 106             <field name="survey_id" ref="appraisal_form" />
 107             <field name="sequence">3</field>
 108             <field name="description">The appraiser should rate the employee’s major work accomplishments and performance according to the metric provided
 109 below:&lt;ol&gt;
 110 &lt;li&gt; Significantly exceeds standards and expectations required of the position
 111 &lt;li&gt; Exceeds standards and expectations
 112 &lt;li&gt; Meet standards and expectations
 113 &lt;li&gt; Did not meet standards and expectations
 114 &lt;li&gt; Significantly below standards and expectations&lt;/ol&gt;</field>
 115         </record>
 116         <record model="survey.question" id="appraisal_3_1">
 117             <field name="page_id" ref="appraisal_3" />
 118             <field name="sequence">1</field>
 119             <field name="question">Subject</field>
 120             <field name="type">matrix</field>
 121             <field name="matrix_subtype">simple</field>
 122             <field name="constr_mandatory" eval="True" />
 123             <field name="constr_type">all</field>
 124         </record>
 125                 <record model="survey.label" id="col_3_1_1">
 126                     <field name="question_id" ref="appraisal_3_1"/>
 127                     <field name="sequence">1</field>
 128                     <field name="value">1</field>
 129                 </record>
 130                 <record model="survey.label" id="col_3_1_2">
 131                     <field name="question_id" ref="appraisal_3_1"/>
 132                     <field name="sequence">2</field>
 133                     <field name="value">2</field>
 134                 </record>
 135                 <record model="survey.label" id="col_3_1_3">
 136                     <field name="question_id" ref="appraisal_3_1"/>
 137                     <field name="sequence">3</field>
 138                     <field name="value">3</field>
 139                 </record>
 140                 <record model="survey.label" id="col_3_1_4">
 141                     <field name="question_id" ref="appraisal_3_1"/>
 142                     <field name="sequence">4</field>
 143                     <field name="value">4</field>
 144                 </record>
 145                 <record model="survey.label" id="col_3_1_5">
 146                     <field name="question_id" ref="appraisal_3_1"/>
 147                     <field name="sequence">5</field>
 148                     <field name="value">5</field>
 149                 </record>
 150                 <record model="survey.label" id="row_3_1_1">
 151                     <field name="question_id_2" ref="appraisal_3_1"/>
 152                     <field name="sequence">1</field>
 153                     <field name="value">Ability to cope with multidisciplinarity of team</field>
 154                 </record>
 155                 <record model="survey.label" id="row_3_1_2">
 156                     <field name="question_id_2" ref="appraisal_3_1"/>
 157                     <field name="sequence">2</field>
 158                     <field name="value">Enthusiasm &amp; implication toward projects/assignments</field>
 159                 </record>
 160                 <record model="survey.label" id="row_3_1_3">
 161                     <field name="question_id_2" ref="appraisal_3_1"/>
 162                     <field name="sequence">3</field>
 163                     <field name="value">Compliance to internal rules and processes (timesheets completion, etc.)</field>
 164                 </record>
 165                 <record model="survey.label" id="row_3_1_4">
 166                     <field name="question_id_2" ref="appraisal_3_1"/>
 167                     <field name="sequence">4</field>
 168                     <field name="value">Team spirit: ability to work efficiently with peers, manage the conflicts with diplomacy</field>
 169                 </record>
 170                 <record model="survey.label" id="row_3_1_5">
 171                     <field name="question_id_2" ref="appraisal_3_1"/>
 172                     <field name="sequence">5</field>
 173                     <field name="value">Initiative and self autonomy</field>
 174                 </record>
 175                 <record model="survey.label" id="row_3_1_6">
 176                     <field name="question_id_2" ref="appraisal_3_1"/>
 177                     <field name="sequence">6</field>
 178                     <field name="value">Ability to follow and complete work as instructed</field>
 179                 </record>
 180                 <record model="survey.label" id="row_3_1_7">
 181                     <field name="question_id_2" ref="appraisal_3_1"/>
 182                     <field name="sequence">7</field>
 183                     <field name="value">Decision making</field>
 184                 </record>
 185                 <record model="survey.label" id="row_3_1_8">
 186                     <field name="question_id_2" ref="appraisal_3_1"/>
 187                     <field name="sequence">8</field>
 188                     <field name="value">Customer commitment</field>
 189                 </record>
 190                 <record model="survey.label" id="row_3_1_9">
 191                     <field name="question_id_2" ref="appraisal_3_1"/>
 192                     <field name="sequence">9</field>
 193                     <field name="value">Communication skills (written &amp; verbally): clearness, concision, exactitude</field>
 194                 </record>
 195                 <record model="survey.label" id="row_3_1_10">
 196                     <field name="question_id_2" ref="appraisal_3_1"/>
 197                     <field name="sequence">10</field>
 198                     <field name="value">Technical skills regarding to the job requirements</field>
 199                 </record>
 200                 <record model="survey.label" id="row_3_1_11">
 201                     <field name="question_id_2" ref="appraisal_3_1"/>
 202                     <field name="sequence">11</field>
 203                     <field name="value">Analytical and synthetic mind</field>
 204                 </record>
 205                 <record model="survey.label" id="row_3_1_12">
 206                     <field name="question_id_2" ref="appraisal_3_1"/>
 207                     <field name="sequence">12</field>
 208                     <field name="value">Promptness and attendance record</field>
 209                 </record>
 210                 <record model="survey.label" id="row_3_1_13">
 211                     <field name="question_id_2" ref="appraisal_3_1"/>
 212                     <field name="sequence">13</field>
 213                     <field name="value">Adaptability: Ability to adapt oneself to organizational changes while keeping efficiency</field>
 214                 </record>
 215                 <record model="survey.label" id="row_3_1_14">
 216                     <field name="question_id_2" ref="appraisal_3_1"/>
 217                     <field name="sequence">14</field>
 218                     <field name="value">Creativity and forward looking aptitude</field>
 219                 </record>
 220                 <record model="survey.label" id="row_3_1_15">
 221                     <field name="question_id_2" ref="appraisal_3_1"/>
 222                     <field name="sequence">15</field>
 223                     <field name="value">Time management: projects/tasks are completed on time</field>
 224                 </record>
 225         <record model="survey.question" id="appraisal_3_2">
 226             <field name="page_id" ref="appraisal_3" />
 227             <field name="sequence">2</field>
 228             <field name="question">Supervisors only</field>
 229             <field name="type">matrix</field>
 230             <field name="matrix_subtype">simple</field>
 231         </record>
 232                 <record model="survey.label" id="col_3_2_1">
 233                     <field name="question_id" ref="appraisal_3_2"/>
 234                     <field name="sequence">1</field>
 235                     <field name="value">1</field>
 236                 </record>
 237                 <record model="survey.label" id="col_3_2_2">
 238                     <field name="question_id" ref="appraisal_3_2"/>
 239                     <field name="sequence">2</field>
 240                     <field name="value">2</field>
 241                 </record>
 242                 <record model="survey.label" id="col_3_2_3">
 243                     <field name="question_id" ref="appraisal_3_2"/>
 244                     <field name="sequence">3</field>
 245                     <field name="value">3</field>
 246                 </record>
 247                 <record model="survey.label" id="col_3_2_4">
 248                     <field name="question_id" ref="appraisal_3_2"/>
 249                     <field name="sequence">4</field>
 250                     <field name="value">4</field>
 251                 </record>
 252                 <record model="survey.label" id="col_3_2_5">
 253                     <field name="question_id" ref="appraisal_3_2"/>
 254                     <field name="sequence">5</field>
 255                     <field name="value">5</field>
 256                 </record>
 257                 <record model="survey.label" id="row_3_2_1">
 258                     <field name="question_id_2" ref="appraisal_3_2"/>
 259                     <field name="sequence">1</field>
 260                     <field name="value">Results of the bottom-up survey and mitigation actions to face technical, organizational, structural and/or relational issues</field>
 261                 </record>
 262                 <record model="survey.label" id="row_3_2_2">
 263                     <field name="question_id_2" ref="appraisal_3_2"/>
 264                     <field name="sequence">2</field>
 265                     <field name="value">Delegation: Ability to efficiently assign tasks to other people</field>
 266                 </record>
 267                 <record model="survey.label" id="row_3_2_3">
 268                     <field name="question_id_2" ref="appraisal_3_2"/>
 269                     <field name="sequence">3</field>
 270                     <field name="value">Leadership: create a challenging and motivating work environment aligned with the company's strategy</field>
 271                 </record>
 272                 <record model="survey.label" id="row_3_2_4">
 273                     <field name="question_id_2" ref="appraisal_3_2"/>
 274                     <field name="sequence">4</field>
 275                     <field name="value">Leadership: sustain subordinates in their professional growth</field>
 276                 </record>
 277                 <record model="survey.label" id="row_3_2_5">
 278                     <field name="question_id_2" ref="appraisal_3_2"/>
 279                     <field name="sequence">5</field>
 280                     <field name="value">Ability to manage planning resources, risks, budgets and deadlines</field>
 281                 </record>
 282         <!-- Page 4 -->
 283         <record model="survey.page" id="appraisal_4">
 284             <field name="title">Professional Development and Performance Plan</field>
 285             <field name="survey_id" ref="appraisal_form" />
 286             <field name="sequence">4</field>
 287             <field name="description">&lt;p&gt;Identify professional, performance, or project objectives you recommend for employee’s continued career development
 288 over the coming year.&lt;/p&gt;</field>
 289         </record>
 290         <record model="survey.question" id="appraisal_4_1">
 291             <field name="page_id" ref="appraisal_4" />
 292             <field name="sequence">1</field>
 293             <field name="question">Professional Development Objectives</field>
 294             <field name="type">free_text</field>
 295         </record>
 296         <record model="survey.question" id="appraisal_4_2">
 297             <field name="page_id" ref="appraisal_4" />
 298             <field name="sequence">2</field>
 299             <field name="question">Personal Performance Objectives</field>
 300             <field name="type">free_text</field>
 301         </record>
 302         <record model="survey.question" id="appraisal_4_3">
 303             <field name="page_id" ref="appraisal_4" />
 304             <field name="sequence">3</field>
 305             <field name="question">Project Objectives</field>
 306             <field name="type">free_text</field>
 307         </record>
 308         <!-- Page 5 -->
 309         <record model="survey.page" id="appraisal_5">
 310             <field name="title">Employee Comments</field>
 311             <field name="survey_id" ref="appraisal_form" />
 312             <field name="description">&lt;p&gt;&lt;/p&gt;</field>
 313             <field name="sequence">5</field>
 314         </record>
 315         <record model="survey.question" id="appraisal_5_1">
 316             <field name="page_id" ref="appraisal_5" />
 317             <field name="sequence">1</field>
 318             <field name="question">Use the following space to make any comments regarding the above performance evaluation.</field>
 319             <field name="type">free_text</field>
 320         </record>
 321     </data>
 322 </openerp>