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[ADD] Employees: Badges #13348
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[ADD] Employees: Badges #13348
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====== | ||
Badges | ||
====== | ||
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In Odoo, employees can earn badges, either automatically through :doc:`challenges created in the CRM | ||
app <../../sales/crm/optimize/gamification>`, through **eLearning** courses, or manually, as | ||
managers decide to award them. | ||
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Badges are a way to gamify the work day, can be created for any reason, and can be granted to any | ||
user. | ||
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.. important:: | ||
Badges can **only** be awarded to :doc:`users of the database <../../general/users>`, *and* if | ||
the **eLearning** app is installed. | ||
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View available badges | ||
===================== | ||
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To view the available badges that are configured by default, navigate to :menuselection:`Employees | ||
app --> Configuration --> Badges`. | ||
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All badges appear in a default Kanban view, with the badge's :guilabel:`Name` and image displayed. | ||
Additionally, the number of users awarded the badge for both the current month, and in total, | ||
appears, along with the badge description, and the avatar for each user who received the badge. | ||
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Each badge has a :guilabel:`Grant` button to :ref:`award the badge <employees/grant_badge>` from the | ||
:guilabel:`Badges` dashboard. | ||
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.. image:: badges/badges.png | ||
:alt: All the available badges, on the Badges dashboard. | ||
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Create badges | ||
============= | ||
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Badges can be created in the database when the default badges are not sufficient. This can be done | ||
from the :guilabel:`Badges` dashboard in the **Employees** app, or from the **CRM** app. | ||
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To add a badge in the **Employees** app, first navigate to :menuselection:`Employees app --> | ||
Configuration --> Badges`, then click the :guilabel:`New` button in the upper-left corner. | ||
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Fill out the badge form as outlined in the :ref:`CRM documentation <crm/create-rewards>`. | ||
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.. seealso:: | ||
:ref:`CRM Gamification <crm/create-rewards>` | ||
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View employee badges | ||
==================== | ||
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To view badges awarded to an employee, open the **Employees** app, and click on an employee record. | ||
Click on the :guilabel:`Received Badges` tab to view any awarded badges. | ||
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.. note:: | ||
If this tab is not visible, it means there is no :guilabel:`Related User` in the | ||
:guilabel:`Settings` tab. Once a user is populated in the :guilabel:`Related User` field, the | ||
:guilabel:`Badges` tab appears. | ||
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.. _employees/grant_badge: | ||
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Grant badges | ||
============ | ||
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To grant a badge to an employee, open the employee record, and click into the :guilabel:`Received | ||
Badges` tab. Click the :guilabel:`Grant a Badge` button to load a :guilabel:`Reward Employee` pop-up | ||
window. | ||
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Using the drop-down menu, select the badge being awarded in the :guilabel:`What are you thankful | ||
for?` field. The default options are :guilabel:`Good Job`, :guilabel:`Problem Solver`, and | ||
:guilabel:`Brilliant`. | ||
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.. note:: | ||
Additional options appear (e.g., :guilabel:`Get Started`, :guilabel:`Power user`, | ||
:guilabel:`community Hero`) which are associated with challenges. These are automatically granted | ||
through completed challenges. While these can be awarded at any time, it is advised to grant | ||
badges manually that are *not* associated with a challenge. | ||
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Next, enter a brief summary of why the badge is being granted in the field displaying | ||
:guilabel:`Describe what they did and why it matters (will be public)` field. Last, click the | ||
:guilabel:`Reward Employee` button, and the badge is awarded, and is visible in the | ||
:guilabel:`Badges` tab. | ||
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.. note:: | ||
Users cannot grant themselves badges. An error message appears if attempted. | ||
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.. image:: badges/badge.png | ||
:alt: The 'Reward Employee' field populated. |
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