[IMP] Employees: Update departments

closes #13055

Signed-off-by: Lara Martini (larm) <[email protected]>

Author: larm-odoo

content/applications/hr/employees/departments.rst

@@ -2,40 +2,39 @@
 Departments
 ===========
 
-All employees in the *Employees* app fall under specific departments within a company.
+All employees in the **Employees** app fall under specific departments within a company.
 
 Create new departments
 ======================
 
-To make a new department, navigate to :menuselection:`Employees app --> Departments`, then click
-:guilabel:`New` in the top-left to reveal a blank department form. Fill out the following
-information on the department form:
-
-.. image:: departments/department-form.png
-   :align: center
-   :alt: The department for with all fields filled out.
+To make a new department, navigate to :menuselection:`Employees app --> Departments`, then click the
+:guilabel:`New` button in the top-left corner to reveal a blank department form. Fill out the
+following information on the department form:
 
 - :guilabel:`Department Name`: enter a name for the department.
 - :guilabel:`Manager`: using the drop-down menu, select the department manager.
 - :guilabel:`Parent Department`: if the new department is housed within another department (has a
   parent department), select the parent department using the drop-down menu.
-- :guilabel:`Custom Appraisal Templates`: if employees in this department require a specific
-  appraisal form that is different from the default appraisal form, tick the checkbox. If this
-  option is activated, an :guilabel:`Appraisal Templates` tab appears below the form. This field
-  **only** appears if the *Appraisals* app is installed.
-- :guilabel:`Company`: using the drop-down menu, select the company the department is part of.
+- :guilabel:`Company`: using the drop-down menu, select the company the department is part of. This
+  field only appears in a multi-company database.
+- :guilabel:`Color`: select a color for the department. Click the colored box to display all the
+  color options. Click on a color to select it.
+- :guilabel:`Appraisal Templates`: using the drop-down menu, select the appraisal form to be used
+  for all employee appraisals within this department. If a new appraisal is desired, enter the name
+  for the appraisal, then click :guilabel:`Create and edit...` to modify the new appraisal form.
+  This field **only** appears if the **Appraisals** app is installed.
 - :guilabel:`Appraisal Survey`: using the drop-down menu, select the default survey to use for the
-  department when requesting feedback from employees. This field **only** appears if the
-  *Appraisals* app is installed, **and** the *360 Feedback* option is enabled in the settings.
-- :guilabel:`Color`: select a color for the department. Click the default white color box to display
-  all the color options. Click on a color to select it.
-- :guilabel:`Appraisal Templates` tab: this tab **only** appears if the :guilabel:`Custom Appraisal
-  Templates` options is activated on the form. Make any desired edits to the appraisal form. The
-  appraisal form is used for appraisals for all employees within this department.
+  department when requesting feedback from employees within the department. The default options are
+  :guilabel:`Employee Opinion Form`, :guilabel:`360 Feedback`, and :guilabel:`Employee Appraisal Form`.
+  This field **only** appears if the **Appraisals** app is installed, *and* the *360 Feedback*
+  option is enabled in the settings.
 
 After the form is completed, click the :icon:`fa-cloud-upload` :guilabel:`(cloud upload)` icon to
-manually save the changes. When saved, a :guilabel:`Department Organization` chart appears in the
-top-right of the department card.
+manually save the changes. When saved, a :guilabel:`DEPARTMENT ORGANIZATION` chart appears in the
+top-right of the department card, illustrating where the department lies in the organization.
+
+.. image:: departments/department-form.png
+   :alt: The department for with all fields filled out.
 
 .. note::
    The form auto-saves while data is entered, however the :guilabel:`Department Organization` chart
@@ -44,27 +43,33 @@ top-right of the department card.
    :guilabel:`Departments` dashboard.
 
 .. seealso::
-   Refer to the :doc:`../appraisals` documentation for more information.
+   :doc:`../appraisals`
 
 Departments dashboard
 =====================
 
 To view the currently configured departments, navigate to :menuselection:`Employees app -->
-Departments`. All departments appear in a Kanban view, by default, and are listed in alphabetical
-order.
+Departments`. All departments appear in a Kanban view, and are listed in alphabetical order.
+
+The default view for the :guilabel:`Departments` dashboard is a :ref:`Kanban view
+<employees/department-kanban>`. It is possible to view the departments in two other forms: a
+:ref:`list view <employees/department-list>` and a :ref:`hierarchy view
+<employees/department-hierarchy>`.
 
 .. image:: departments/departments.png
-   :align: center
    :alt: The departments dashboard view with all the department cards in a Kanban view.
 
+.. _employees/department-kanban:
+
 Kanban view
 -----------
 
-Each department has its own Kanban card on the main :guilabel:`Departments` :icon:`oi-view-kanban`
-:guilabel:`(Kanban)` dashboard view, that can display the following information:
+Each department has its own Kanban card on the main :guilabel:`Departments` dashboard. Each
+department card displays the following information, if available:
 
-- Department name: the name of the department.
-- Company: the company the department is part of.
+- :guilabel:`Name`: the name of the department.
+- :guilabel:`Manager`: the name and image of the department manager.
+- :guilabel:`Company`: the company the department is part of, including the location icon.
 - :guilabel:`Employees`: the number of employees within the department.
 - :guilabel:`Appraisals`: the number of appraisals scheduled for employees in the department.
 - :guilabel:`Time Off Requests`: the number of unapproved time off requests for employees in the
@@ -74,21 +79,19 @@ Each department has its own Kanban card on the main :guilabel:`Departments` :ico
   department :ref:`awaiting approval <time_off/manage-allocations>`. This **only** appears if there
   are requests to approve.
 - :guilabel:`New Applicants`: the number of :ref:`new applicants <recruitment/new>` for a position
-  in this department. This **only** appears if there are new applicants.
+  within the department. This **only** appears if there are new applicants.
 - :guilabel:`Expense Reports`: the number of employees in the department with :doc:`open expense
   reports to approve <../../finance/expenses/approve_expenses>`. This **only** appears if there are
   any expense reports waiting for approval.
-- :guilabel:`Absence`: the number of absences for the current day.
+- :guilabel:`Absence`: the number of employees with approved time off for the current day.
 - Color bar: the selected color for the department appears as a vertical bar on the left side of the
   department card.
 
 .. note::
    Click on an alert in a department card, such as :guilabel:`Time Off Requests`, to reveal a list
-   view of the requests to approve. This list includes **all** open requests to approve, not just
-   from the specific department.
+   view of the requests to approve for that department
 
-The default view for the :guilabel:`Departments` dashboard is a Kanban view. It is possible to view
-the departments in two other forms: a list view and a hierarchy view.
+.. _employees/department-list:
 
 List view
 ---------
@@ -101,51 +104,29 @@ in the top-right corner. The departments appear in a list view, which displays t
 The departments are sorted alphabetically by :guilabel:`Department Name`, by default.
 
 .. image:: departments/list.png
-   :align: center
    :alt: The departments presented in a list view.
 
-.. tip::
-   When in list view, departments can be managed in batch by selecting one or multiple record's
-   checkbox, then select the :icon:`fa-cog` :guilabel:`Actions` button to reveal a drop-down menu of
-   actions.
+.. _employees/department-hierarchy:
 
 Hierarchy view
 --------------
 
 To view the departments in a hierarchy view, click the :icon:`fa-share-alt fa-rotate-90`
-:guilabel:`(hierarchy)` icon in the top-right corner. The departments appear in an organizational
-chart format, with the highest-level department at the top (typically :guilabel:`Management`), and
+:guilabel:`(Hierarchy)` icon in the top-right corner. The departments appear in an organizational
+chart format, with the highest-level department at the top (typically `Executive Management`), and
 all other departments beneath it. All child departments of the first-level child departments are
 folded.
 
 Each department card displays the :guilabel:`Department Name`, the :guilabel:`Manager` (and their
-profile image), the :guilabel:`Number of Employees` in the department, and the ability to expand the
-department (:guilabel:`Unfold`) if there are child departments beneath it.
+profile image), the :guilabel:`Number of Employees` in the department, and the number of any child
+departments.
 
 Click the :guilabel:`Unfold` button on a department card to expand it. Once expanded, the
 :guilabel:`Unfold` button changes to a :guilabel:`Fold` button. To collapse the department, click
 the :guilabel:`Fold` button. Only **one** department *per row* can be unfolded at a time.
 
 Click anywhere on a department card to open the department form. Click the :guilabel:`(#) Employees`
-smart button to view a list of all the employees in that department, including all employees in the
-child departments beneath it, organized by individual department.
-
-.. example::
-   In the hierarchy view, if the :guilabel:`(2) Employees` button on the :guilabel:`Management` card
-   is clicked (the highest-level department card), **all** employees appear in a list view, grouped
-   by department. This is because **all** departments are children of the :guilabel:`Management`
-   department.
-
-   If the :guilabel:`(3) Employees` button in the :guilabel:`Sales` department card is clicked, the
-   employees from the :guilabel:`Sales` department, as well as its two child departments
-   (:guilabel:`East Coast Territory` and :guilabel:`West Coat Territory`), appear in the list.
-
-  .. image:: departments/hierarchy.png
-     :align: center
-     :alt: The departments presented in a hierarchy view.
-
-  .. image:: departments/employee-list.png
-     :align: center
-     :alt: The list view of employees for the department that was clicked, including all child
-           departments.
+smart button to view a list of all the employees in that department.
 
+.. image:: departments/hierarchy.png
+   :alt: The departments presented in a hierarchy view.