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.. i18n: single: evaluation
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.. i18n: Inspire your People through Assessments
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.. i18n: =======================================
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Inspire your People through Assessments
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=======================================
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.. i18n: A motivated workforce of people can give the best outcome for an organization. OpenERP
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.. i18n: can maintain this motivational process by periodical evaluation of employees' performance.
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A motivated workforce of people can give the best outcome for an organization. OpenERP
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can maintain this motivational process by periodical evaluation of employees' performance.
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.. i18n: The regular assessment of human resources can benefit your people as well your organization.
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.. i18n: For efficient periodical evaluation of employees' performance, you need to install the :mod:`hr_evaluation`
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.. i18n: module. The configuration wizard to install this module is shown below:
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The regular assessment of human resources can benefit your people as well your organization.
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For efficient periodical evaluation of employees' performance, you need to install the :mod:`hr_evaluation`
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module. The configuration wizard to install this module is shown below:
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.. i18n: .. figure:: images/config_wiz_evaluation.png
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.. i18n: :align: center
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.. i18n: *Configuration wizard to install hr_evaluation module*
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.. figure:: images/config_wiz_evaluation.png
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*Configuration wizard to install hr_evaluation module*
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.. i18n: To create and manage new evaluations, you can use the menu :menuselection:`Human Resources --> Evaluations --> Evaluations`.
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To create and manage new evaluations, you can use the menu :menuselection:`Human Resources --> Evaluations --> Evaluations`.
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.. i18n: .. figure:: images/employee_evaluation.png
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.. i18n: :align: center
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.. i18n: *Employee Evaluation form*
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.. figure:: images/employee_evaluation.png
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*Employee Evaluation form*
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.. i18n: Each employee can be assigned an evaluation plan. These plans define the frequency and the
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.. i18n: way you manage your periodic personal evaluation. You will be able to define steps and attach
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.. i18n: interview forms to each step. OpenERP manages all kinds of evaluations: bottom-up, top-down,
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.. i18n: self evaluation and final evaluation by the manager.
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Each employee can be assigned an evaluation plan. These plans define the frequency and the
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way you manage your periodic personal evaluation. You will be able to define steps and attach
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interview forms to each step. OpenERP manages all kinds of evaluations: bottom-up, top-down,
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self evaluation and final evaluation by the manager.
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.. i18n: The main features of the evaluation process covered by OpenERP are as follows:
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The main features of the evaluation process covered by OpenERP are as follows:
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.. i18n: * Ability to create employees evaluation.
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.. i18n: * An evaluation can be created by an employee for subordinates, juniors as well
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.. i18n: as his manager.
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.. i18n: * The evaluation is done under a plan in which various surveys can be created.
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.. i18n: Each survey can be answered by a particular level of employee hierarchy.
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.. i18n: The final review and evaluation is done by the manager.
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.. i18n: * Every evaluation filled by employees can be viewed through a PDF form.
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.. i18n: * Interview Requests are generated automatically by OpenERP according to employees
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.. i18n: evaluation plans. Each user receives automatic emails and requests to perform evaluation
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.. i18n: of their colleagues periodically.
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* Ability to create employees evaluation.
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* An evaluation can be created by an employee for subordinates, juniors as well
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* The evaluation is done under a plan in which various surveys can be created.
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Each survey can be answered by a particular level of employee hierarchy.
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The final review and evaluation is done by the manager.
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* Every evaluation filled by employees can be viewed through a PDF form.
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* Interview Requests are generated automatically by OpenERP according to employees
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evaluation plans. Each user receives automatic emails and requests to perform evaluation
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of their colleagues periodically.
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.. i18n: You can analyse evaluation data through the menu :menuselection:`Human Resources --> Reporting --> Evaluations Analysis`.
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You can analyse evaluation data through the menu :menuselection:`Human Resources --> Reporting --> Evaluations Analysis`.
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.. i18n: single: evaluation; define categories
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single: evaluation; define categories
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.. i18n: Define different evaluation categories
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.. i18n: --------------------------------------
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Define different evaluation categories
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--------------------------------------
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.. i18n: You can create new evaluation plans from :menuselection:`Human Resources --> Configuration --> Periodic Evaluations --> Evaluation Plans`. Click :guilabel:`New` and fill in the following details:
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You can create new evaluation plans from :menuselection:`Human Resources --> Configuration --> Periodic Evaluations --> Evaluation Plans`. Click :guilabel:`New` and fill in the following details:
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.. i18n: * :guilabel:`Evaluation Plan` : A name for the evaluation plan.
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.. i18n: * :guilabel:`First Evaluation in (months)` : This will be used to schedule the first evaluation date of the employee when selecting an evaluation plan.
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.. i18n: * :guilabel:`Periodicity of Evaluations (months)` : This depicts the delay between each evaluation of this plan (after the first one).
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* :guilabel:`Evaluation Plan` : A name for the evaluation plan.
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* :guilabel:`First Evaluation in (months)` : This will be used to schedule the first evaluation date of the employee when selecting an evaluation plan.
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* :guilabel:`Periodicity of Evaluations (months)` : This depicts the delay between each evaluation of this plan (after the first one).
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.. i18n: .. figure:: images/eval_evaluation_plans.png
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.. i18n: :align: center
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.. i18n: *Evaluation Plans form*
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.. figure:: images/eval_evaluation_plans.png
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*Evaluation Plans form*
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.. i18n: You must also create :guilabel:`Evaluation Plan Phases`, to let your plan evolve from one stage to another and be able to take appropriate action at every stage, like sending an e-mail. You can configure the following settings in an evaluation plan phase:
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You must also create :guilabel:`Evaluation Plan Phases`, to let your plan evolve from one stage to another and be able to take appropriate action at every stage, like sending an e-mail. You can configure the following settings in an evaluation plan phase:
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.. i18n: * :guilabel:`Phase` : A name for the evaluation plan phase.
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.. i18n: * :guilabel:`Wait Previous Phases` : Set to ``True`` if you want all preceding phases to finish before launching this phase.
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.. i18n: * :guilabel:`Sequence` : The sequence number of this phase.
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.. i18n: * :guilabel:`Action` : Select an action, either ``Top-Down Appraisal Requests``, ``Bottom-Up Appraisal Requests``, ``Self Appraisal Requests`` or ``Final Interview``.
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.. i18n: * :guilabel:`Appraisal Form` : The survey to link to this phase.
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* :guilabel:`Phase` : A name for the evaluation plan phase.
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* :guilabel:`Wait Previous Phases` : Set to ``True`` if you want all preceding phases to finish before launching this phase.
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* :guilabel:`Sequence` : The sequence number of this phase.
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* :guilabel:`Action` : Select an action, either ``Top-Down Appraisal Requests``, ``Bottom-Up Appraisal Requests``, ``Self Appraisal Requests`` or ``Final Interview``.
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* :guilabel:`Appraisal Form` : The survey to link to this phase.
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.. i18n: If you use the GTK-client, it will be possible to open the form view of an evaluation plan phase. Here you will be able to customize more settings, like whether you would like to send an e-mail for this phase and the corresponding layout for it. You can also choose to send the results (answers) of this phase to the managers and employees.
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If you use the GTK-client, it will be possible to open the form view of an evaluation plan phase. Here you will be able to customize more settings, like whether you would like to send an e-mail for this phase and the corresponding layout for it. You can also choose to send the results (answers) of this phase to the managers and employees.
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.. i18n: single: evaluation; plan dates
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single: evaluation; plan dates
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.. i18n: Plan assessment dates
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.. i18n: ---------------------
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Plan assessment dates
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---------------------
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.. i18n: Once an evaluation plan is created, you can use it in an evaluation of an employee. Create a new evaluation from :menuselection:`Human Resources --> Evaluations --> Evaluations`. Select an :guilabel:`Employee` for whom this evaluation is being designed and select a :guilabel:`Plan` too. Here you must specify a deadline for the evaluation in the :guilabel:`Evaluation Deadline` field.
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Once an evaluation plan is created, you can use it in an evaluation of an employee. Create a new evaluation from :menuselection:`Human Resources --> Evaluations --> Evaluations`. Select an :guilabel:`Employee` for whom this evaluation is being designed and select a :guilabel:`Plan` too. Here you must specify a deadline for the evaluation in the :guilabel:`Evaluation Deadline` field.
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.. i18n: Although, evaluation reminders are sent based on the :guilabel:`First Evaluation in (months)` and :guilabel:`Periodicity of Evaluations (months)` fields in :guilabel:`Evaluation Plans` form. You can use these to regulate assessment dates of evaluations that utilize a corresponding plan.
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Although, evaluation reminders are sent based on the :guilabel:`First Evaluation in (months)` and :guilabel:`Periodicity of Evaluations (months)` fields in :guilabel:`Evaluation Plans` form. You can use these to regulate assessment dates of evaluations that utilize a corresponding plan.
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.. i18n: single: evaluation; link to survey
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single: evaluation; link to survey
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.. i18n: Link survey and job evaluations
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.. i18n: -------------------------------
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Link survey and job evaluations
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-------------------------------
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.. i18n: An evaluation plan is a sequence of phases, and each phase is linked to an appraisal form. This appraisal form is nothing but a survey, a tool for assessment through a questionnaire. Surveys are defined at :menuselection:`Tools --> Surveys --> Define Surveys --> Surveys`. When an evaluation is started, interview requests are automatically created based on evaluation plans. If you create additional interview requests, there too you have to link the interview to a :guilabel:`Survey`. You may link to a survey that is any state (even ``Draft``), but in order to start the interview, the linked survey must be in ``Open`` state.
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An evaluation plan is a sequence of phases, and each phase is linked to an appraisal form. This appraisal form is nothing but a survey, a tool for assessment through a questionnaire. Surveys are defined at :menuselection:`Tools --> Surveys --> Define Surveys --> Surveys`. When an evaluation is started, interview requests are automatically created based on evaluation plans. If you create additional interview requests, there too you have to link the interview to a :guilabel:`Survey`. You may link to a survey that is any state (even ``Draft``), but in order to start the interview, the linked survey must be in ``Open`` state.
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.. i18n: .. Copyright © Open Object Press. All rights reserved.
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.. Copyright © Open Object Press. All rights reserved.
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.. i18n: .. You may take electronic copy of this publication and distribute it if you don't
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.. i18n: .. change the content. You can also print a copy to be read by yourself only.
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.. You may take electronic copy of this publication and distribute it if you don't
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.. change the content. You can also print a copy to be read by yourself only.
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.. i18n: .. We have contracts with different publishers in different countries to sell and
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.. i18n: .. distribute paper or electronic based versions of this book (translated or not)
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.. i18n: .. in bookstores. This helps to distribute and promote the OpenERP product. It
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.. i18n: .. also helps us to create incentives to pay contributors and authors using author
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.. i18n: .. rights of these sales.
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.. We have contracts with different publishers in different countries to sell and
236
.. distribute paper or electronic based versions of this book (translated or not)
237
.. in bookstores. This helps to distribute and promote the OpenERP product. It
238
.. also helps us to create incentives to pay contributors and authors using author
239
.. rights of these sales.
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.. i18n: .. Due to this, grants to translate, modify or sell this book are strictly
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.. i18n: .. forbidden, unless Tiny SPRL (representing Open Object Press) gives you a
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.. i18n: .. written authorisation for this.
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.. Due to this, grants to translate, modify or sell this book are strictly
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.. forbidden, unless Tiny SPRL (representing Open Object Press) gives you a
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.. written authorisation for this.
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.. i18n: .. Many of the designations used by manufacturers and suppliers to distinguish their
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.. i18n: .. products are claimed as trademarks. Where those designations appear in this book,
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.. i18n: .. and Open Object Press was aware of a trademark claim, the designations have been
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.. i18n: .. printed in initial capitals.
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.. Many of the designations used by manufacturers and suppliers to distinguish their
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.. products are claimed as trademarks. Where those designations appear in this book,
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.. and Open Object Press was aware of a trademark claim, the designations have been
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.. printed in initial capitals.
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.. i18n: .. While every precaution has been taken in the preparation of this book, the publisher
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.. i18n: .. and the authors assume no responsibility for errors or omissions, or for damages
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.. i18n: .. resulting from the use of the information contained herein.
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.. While every precaution has been taken in the preparation of this book, the publisher
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.. and the authors assume no responsibility for errors or omissions, or for damages
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.. resulting from the use of the information contained herein.
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.. i18n: .. Published by Open Object Press, Grand Rosière, Belgium
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.. Published by Open Object Press, Grand Rosière, Belgium
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i18n/zh_CN/source/book/4/4_11_HR/4_11_HR_motivate_your_people.rst
