[IMP] Employees - Departments

Author: larm-odoo

content/applications/hr/employees/departments.rst

@@ -13,27 +13,19 @@ To make a new department, navigate to :menuselection:`Employees app --> Departme
 :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
+- :guilabel:`Department Name`: Enter a name for the department.
+- :guilabel:`Manager`: Select the department manager using the drop-down menu.
+- :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:`Company`: using the drop-down menu, select the company the department is part of. This
+- :guilabel:`Company`: Select the company the department is part of using the drop-down menu. 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
+- :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 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
+
+After the form is completed, click the :icon:`fa-cloud-upload` :guilabel:`(Save manually)` icon to
 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.
+right of the department card, illustrating where the department lies in the organization, and how
+many employees are within each listed department.
 
 .. image:: departments/department-form.png
    :alt: The department for with all fields filled out.
@@ -44,9 +36,6 @@ top-right of the department card, illustrating where the department lies in the
    :guilabel:`Department Organization` chart is visible upon opening the department card from the
    :guilabel:`Departments` dashboard.
 
-.. seealso::
-   :doc:`../appraisals`
-
 Departments dashboard
 =====================
 
@@ -69,23 +58,23 @@ Kanban view
 Each department has its own Kanban card on the main :guilabel:`Departments` dashboard. Each
 department card displays the following information, if available:
 
-- :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
+- :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
   department :ref:`awaiting approval <time_off/manage-time-off>` . This **only** appears if there
   are requests to approve.
-- :guilabel:`Allocation Requests`: the number of unapproved allocation requests for employees in the
+- :guilabel:`Allocation Requests`: The number of unapproved allocation requests for employees in the
   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
+- :guilabel:`New Applicants`: The number of :ref:`new applicants <recruitment/new>` for a position
   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 employees with approved time off for the current day.
+- :guilabel:`Expenses`: The number of employees in the department with :doc:`open expenses to
+  approve <../../finance/expenses/approve_expenses>`. This **only** appears if there are any
+  expenses waiting for approval.
+- :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.