323 lines
18 KiB
XML
323 lines
18 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<openerp>
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<data>
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<!-- Appraisal form -->
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<record model="survey.survey" id="appraisal_form">
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<field name="title">Employee Appraisal Form</field>
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<field name="state">open</field>
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<field name="date_open" eval="time.strftime('%Y-%m-%d %H:%M:%S')" />
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<field name="visible_to_user" eval="False"/>
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<field name="auth_required" eval="True" />
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<field name="users_can_go_back" eval="True" />
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<field name="description"><p> </p></field>
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<field name="thank_you_message"><p> </p></field>
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</record>
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<!-- Page 1 -->
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<record model="survey.page" id="appraisal_1">
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<field name="title">Employee Appraisal Form</field>
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<field name="survey_id" ref="appraisal_form" />
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<field name="sequence">1</field>
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<field name="description"><h2>Overall Purpose Of Employee Appraisal</h2>
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<ul><li>To initiate a clear and open communication of performance expectations
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<li>To assist employees in their professional growth, through the identification of strengths and opportunities for
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development</ul>
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<h2>At the outset of the appraisal time period</h2>
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<ul><li>It is the joint responsibility of the employee and the supervisor (appraiser) to establish a feasible work plan for the
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coming year, including major employee responsibilities and corresponding benchmarks against which results will be
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evaluated.
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<li>Critical or key elements of performance and professional development needs (if any), should also be noted at this time</ul>
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<h2>At the conclusion of the appraisal time period</h2>
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<ul><li>The employee will be responsible for completing a draft of the Appraisal Form as a tool for self-appraisal and a starting
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point for the supervisor’s evaluation. The employee can add examples of achievements for each criterion.
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Once the form had been filled, the employee send it to his supervisor.
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<li>It is the primary responsibility of the supervisor to gather the necessary input from the appropriate sources of feedback
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(internal and/or external customers, peers). In case of collaboration with OpenERP SA Belgium, the supervisor must
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receive completed evaluation form from the employee's Belgian project manager.
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<li>The supervisor synthesizes and integrates all input into the completed appraisal. He motivates his evaluation in the ad
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hoc fields.
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<li>The employee may choose to offer comments or explanation regarding the completed review.
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<li>The supervisor send the form to the HR department in India and in Belgium</ul></field>
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</record>
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<record model="survey.question" id="appraisal_1_1">
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<field name="page_id" ref="appraisal_1" />
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<field name="sequence">1</field>
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<field name="question">Name</field>
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<field name="type">textbox</field>
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<field name="constr_mandatory" eval="True" />
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</record>
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<record model="survey.question" id="appraisal_1_2">
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<field name="page_id" ref="appraisal_1" />
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<field name="sequence">2</field>
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<field name="question">Position Title</field>
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<field name="type">textbox</field>
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<field name="constr_mandatory" eval="True" />
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</record>
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<record model="survey.question" id="appraisal_1_3">
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<field name="page_id" ref="appraisal_1" />
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<field name="sequence">3</field>
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<field name="question">Appraisal for Period</field>
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<field name="type">textbox</field>
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<field name="constr_mandatory" eval="True" />
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</record>
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<record model="survey.question" id="appraisal_1_4">
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<field name="page_id" ref="appraisal_1" />
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<field name="sequence">4</field>
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<field name="question">Date of review</field>
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<field name="type">textbox</field>
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<field name="constr_mandatory" eval="True" />
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</record>
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<record model="survey.question" id="appraisal_1_5">
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<field name="page_id" ref="appraisal_1" />
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<field name="sequence">5</field>
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<field name="question">Appraiser</field>
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<field name="type">textbox</field>
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<field name="constr_mandatory" eval="True" />
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</record>
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<!-- Page 2 -->
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<record model="survey.page" id="appraisal_2">
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<field name="title">Work Plan</field>
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<field name="survey_id" ref="appraisal_form" />
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<field name="sequence">2</field>
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<field name="description"><p> </p></field>
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</record>
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<record model="survey.question" id="appraisal_2_1">
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<field name="page_id" ref="appraisal_2" />
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<field name="sequence">1</field>
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<field name="question">Objectives</field>
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<field name="type">free_text</field>
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<field name="constr_mandatory" eval="True" />
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</record>
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<record model="survey.question" id="appraisal_2_2">
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<field name="page_id" ref="appraisal_2" />
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<field name="sequence">2</field>
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<field name="question">Results</field>
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<field name="type">free_text</field>
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<field name="constr_mandatory" eval="True" />
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</record>
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<record model="survey.question" id="appraisal_2_3">
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<field name="page_id" ref="appraisal_2" />
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<field name="sequence">3</field>
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<field name="question">Additional Comments</field>
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<field name="type">free_text</field>
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</record>
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<!-- Page 3 -->
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<record model="survey.page" id="appraisal_3">
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<field name="title">Employee Performance in Key Areas</field>
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<field name="survey_id" ref="appraisal_form" />
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<field name="sequence">3</field>
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<field name="description">The appraiser should rate the employee’s major work accomplishments and performance according to the metric provided
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below:<ol>
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<li> Significantly exceeds standards and expectations required of the position
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<li> Exceeds standards and expectations
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<li> Meet standards and expectations
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<li> Did not meet standards and expectations
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<li> Significantly below standards and expectations</ol></field>
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</record>
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<record model="survey.question" id="appraisal_3_1">
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<field name="page_id" ref="appraisal_3" />
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<field name="sequence">1</field>
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<field name="question">Subject</field>
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<field name="type">matrix</field>
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<field name="matrix_subtype">simple</field>
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<field name="constr_mandatory" eval="True" />
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<field name="constr_type">all</field>
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</record>
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<record model="survey.label" id="acol_3_1_1">
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<field name="question_id" ref="appraisal_3_1"/>
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<field name="sequence">1</field>
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<field name="value">1</field>
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</record>
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<record model="survey.label" id="acol_3_1_2">
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<field name="question_id" ref="appraisal_3_1"/>
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<field name="sequence">2</field>
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<field name="value">2</field>
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</record>
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<record model="survey.label" id="acol_3_1_3">
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<field name="question_id" ref="appraisal_3_1"/>
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<field name="sequence">3</field>
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<field name="value">3</field>
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</record>
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<record model="survey.label" id="acol_3_1_4">
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<field name="question_id" ref="appraisal_3_1"/>
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<field name="sequence">4</field>
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<field name="value">4</field>
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</record>
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<record model="survey.label" id="acol_3_1_5">
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<field name="question_id" ref="appraisal_3_1"/>
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<field name="sequence">5</field>
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<field name="value">5</field>
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</record>
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<record model="survey.label" id="arow_3_1_1">
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<field name="question_id_2" ref="appraisal_3_1"/>
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<field name="sequence">1</field>
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<field name="value">Ability to cope with multidisciplinarity of team</field>
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</record>
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<record model="survey.label" id="arow_3_1_2">
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<field name="question_id_2" ref="appraisal_3_1"/>
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<field name="sequence">2</field>
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<field name="value">Enthusiasm & implication toward projects/assignments</field>
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</record>
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<record model="survey.label" id="arow_3_1_3">
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<field name="question_id_2" ref="appraisal_3_1"/>
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<field name="sequence">3</field>
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<field name="value">Compliance to internal rules and processes (timesheets completion, etc.)</field>
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</record>
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<record model="survey.label" id="arow_3_1_4">
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<field name="question_id_2" ref="appraisal_3_1"/>
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<field name="sequence">4</field>
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<field name="value">Team spirit: ability to work efficiently with peers, manage the conflicts with diplomacy</field>
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</record>
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<record model="survey.label" id="arow_3_1_5">
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<field name="question_id_2" ref="appraisal_3_1"/>
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<field name="sequence">5</field>
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<field name="value">Initiative and self autonomy</field>
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</record>
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<record model="survey.label" id="arow_3_1_6">
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<field name="question_id_2" ref="appraisal_3_1"/>
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<field name="sequence">6</field>
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<field name="value">Ability to follow and complete work as instructed</field>
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</record>
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<record model="survey.label" id="arow_3_1_7">
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<field name="question_id_2" ref="appraisal_3_1"/>
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<field name="sequence">7</field>
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<field name="value">Decision making</field>
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</record>
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<record model="survey.label" id="arow_3_1_8">
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<field name="question_id_2" ref="appraisal_3_1"/>
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<field name="sequence">8</field>
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<field name="value">Customer commitment</field>
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</record>
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<record model="survey.label" id="arow_3_1_9">
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<field name="question_id_2" ref="appraisal_3_1"/>
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<field name="sequence">9</field>
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<field name="value">Communication skills (written & verbally): clearness, concision, exactitude</field>
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</record>
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<record model="survey.label" id="arow_3_1_10">
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<field name="question_id_2" ref="appraisal_3_1"/>
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<field name="sequence">10</field>
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<field name="value">Technical skills regarding to the job requirements</field>
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</record>
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<record model="survey.label" id="arow_3_1_11">
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<field name="question_id_2" ref="appraisal_3_1"/>
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<field name="sequence">11</field>
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<field name="value">Analytical and synthetic mind</field>
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</record>
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<record model="survey.label" id="arow_3_1_12">
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<field name="question_id_2" ref="appraisal_3_1"/>
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<field name="sequence">12</field>
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<field name="value">Promptness and attendance record</field>
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</record>
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<record model="survey.label" id="arow_3_1_13">
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<field name="question_id_2" ref="appraisal_3_1"/>
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<field name="sequence">13</field>
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<field name="value">Adaptability: Ability to adapt oneself to organizational changes while keeping efficiency</field>
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</record>
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<record model="survey.label" id="arow_3_1_14">
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<field name="question_id_2" ref="appraisal_3_1"/>
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<field name="sequence">14</field>
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<field name="value">Creativity and forward looking aptitude</field>
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</record>
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<record model="survey.label" id="arow_3_1_15">
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<field name="question_id_2" ref="appraisal_3_1"/>
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<field name="sequence">15</field>
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<field name="value">Time management: projects/tasks are completed on time</field>
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</record>
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<record model="survey.question" id="appraisal_3_2">
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<field name="page_id" ref="appraisal_3" />
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<field name="sequence">2</field>
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<field name="question">Supervisors only</field>
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<field name="type">matrix</field>
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<field name="matrix_subtype">simple</field>
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</record>
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<record model="survey.label" id="acol_3_2_1">
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<field name="question_id" ref="appraisal_3_2"/>
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<field name="sequence">1</field>
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<field name="value">1</field>
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</record>
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<record model="survey.label" id="acol_3_2_2">
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<field name="question_id" ref="appraisal_3_2"/>
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<field name="sequence">2</field>
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<field name="value">2</field>
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</record>
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<record model="survey.label" id="acol_3_2_3">
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<field name="question_id" ref="appraisal_3_2"/>
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<field name="sequence">3</field>
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<field name="value">3</field>
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</record>
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<record model="survey.label" id="acol_3_2_4">
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<field name="question_id" ref="appraisal_3_2"/>
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<field name="sequence">4</field>
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<field name="value">4</field>
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</record>
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<record model="survey.label" id="acol_3_2_5">
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<field name="question_id" ref="appraisal_3_2"/>
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<field name="sequence">5</field>
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<field name="value">5</field>
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</record>
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<record model="survey.label" id="arow_3_2_1">
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<field name="question_id_2" ref="appraisal_3_2"/>
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<field name="sequence">1</field>
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<field name="value">Results of the bottom-up survey and mitigation actions to face technical, organizational, structural and/or relational issues</field>
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</record>
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<record model="survey.label" id="arow_3_2_2">
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<field name="question_id_2" ref="appraisal_3_2"/>
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<field name="sequence">2</field>
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<field name="value">Delegation: Ability to efficiently assign tasks to other people</field>
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</record>
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<record model="survey.label" id="arow_3_2_3">
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<field name="question_id_2" ref="appraisal_3_2"/>
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<field name="sequence">3</field>
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<field name="value">Leadership: create a challenging and motivating work environment aligned with the company's strategy</field>
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</record>
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<record model="survey.label" id="arow_3_2_4">
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<field name="question_id_2" ref="appraisal_3_2"/>
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<field name="sequence">4</field>
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<field name="value">Leadership: sustain subordinates in their professional growth</field>
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</record>
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<record model="survey.label" id="arow_3_2_5">
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<field name="question_id_2" ref="appraisal_3_2"/>
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<field name="sequence">5</field>
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<field name="value">Ability to manage planning resources, risks, budgets and deadlines</field>
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</record>
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<!-- Page 4 -->
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<record model="survey.page" id="appraisal_4">
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<field name="title">Professional Development and Performance Plan</field>
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<field name="survey_id" ref="appraisal_form" />
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<field name="sequence">4</field>
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<field name="description"><p>Identify professional, performance, or project objectives you recommend for employee’s continued career development
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over the coming year.</p></field>
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</record>
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<record model="survey.question" id="appraisal_4_1">
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<field name="page_id" ref="appraisal_4" />
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<field name="sequence">1</field>
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<field name="question">Professional Development Objectives</field>
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<field name="type">free_text</field>
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</record>
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<record model="survey.question" id="appraisal_4_2">
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<field name="page_id" ref="appraisal_4" />
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<field name="sequence">2</field>
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<field name="question">Personal Performance Objectives</field>
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<field name="type">free_text</field>
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</record>
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<record model="survey.question" id="appraisal_4_3">
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<field name="page_id" ref="appraisal_4" />
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<field name="sequence">3</field>
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<field name="question">Project Objectives</field>
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<field name="type">free_text</field>
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</record>
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<!-- Page 5 -->
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<record model="survey.page" id="appraisal_5">
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<field name="title">Employee Comments</field>
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<field name="survey_id" ref="appraisal_form" />
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<field name="description"><p></p></field>
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<field name="sequence">5</field>
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</record>
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<record model="survey.question" id="appraisal_5_1">
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<field name="page_id" ref="appraisal_5" />
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<field name="sequence">1</field>
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<field name="question">Use the following space to make any comments regarding the above performance evaluation.</field>
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<field name="type">free_text</field>
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</record>
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</data>
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</openerp>
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