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[ADD] referrals: moving share jobs section to new doc
closes #9474 X-original-commit: 4e929b4 Signed-off-by: Samuel Lieber (sali) <sali@odoo.com> Signed-off-by: Lara Martini (larm) <larm@odoo.com>
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‎content/applications/hr/referrals.rst

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:show-content:
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=========
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Referrals
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=========
@@ -97,169 +99,6 @@ desired position.
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:align: center
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:alt: The onboarding slides in a list, with the drag and drop arrows highlighted.
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Share job positions
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===================
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In order to earn referral points, a user must first share a job position, so the applicant can apply
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for the position. Job positions can be shared in several ways within the *Referrals* application,
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through the :ref:`View Jobs <referrals/view-jobs>` button and the :ref:`Email A Friend
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<referrals/email-jobs>` button, located at the bottom of the *Referrals* app dashboard.
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.. note::
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Sharing jobs can **only** occur after onboarding slides have been viewed or skipped.
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.. _referrals/view-jobs:
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View Jobs
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---------
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To see all job positions that are actively recruiting candidates, click the :guilabel:`View Jobs`
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button on the main Referrals dashboard. This presents all job positions, with each individual job
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presented in its own card.
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.. image:: referrals/jobs.png
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:align: center
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:alt: The 'View Jobs' screen, displaying all current open job positions. All information is
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displayed on the card.
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Each job position card contains the following information:
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- The title of the job position. This information is taken from the :guilabel:`Job Position` field
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of the job form.
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- The number of positions being recruited. This information is taken from the :guilabel:`Expected
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New Employees` field of the :guilabel:`Recruitment` tab of the job form.
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- The points a user will earn when an applicant applies for the position.
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- The job description detailing the job position. This information is taken from the :guilabel:`Job
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Position` tab of the job form.
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To see all the details for a job position, click the :guilabel:`More Info` button on the specific
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card. This opens the job position webpage in a new browser tab. This is what an applicant sees
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before applying for a position.
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.. note::
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Only published job positions will be visible in the Referrals app. To check which job positions
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are published or not, refer to the :doc:`recruitment/new_job` documentation.
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Refer friends
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-------------
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To share a job position with someone, click the :guilabel:`Refer Friend` button on the specific job
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position card. A pre-configured :guilabel:`Send Job Offer by Mail` email pop-up window appears.
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Enter the recipient's email address in the :guilabel:`Email` field.
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The subject and body are populated using a default template. The subject `Job for you` appears, and
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can be modified if desired.
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The specific title of the job position will populate the :guilabel:`Job Position` placeholder in the
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email body. The `See Job Offer` text in the email body is an individualized tracking link to the
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specific job position listed on the website. When the prospective employee receives the email, the
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link will send them to the job position page, where they can apply for the position, and the person
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who referred them is tracked in the *Referrals* application.
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If desired, add any text or closing salutation to the email body. When all edits have been made,
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click :guilabel:`Send Email` to send the email, or click :guilabel:`Cancel` to close the email
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pop-up window.
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.. image:: referrals/email.png
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:align: center
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:alt: Referral email pop-up window with the email message inside it.
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Share a job
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-----------
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Other than sending an email, job positions can be shared, via social media platforms, and tracking
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links to the job position. At the bottom of each job position card are four icons, and corresponding
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tracking links, that can be used to share the job position, keeping track of applicants in the
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*Referrals* application.
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.. image:: referrals/share.png
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:align: center
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:alt: The various sharing icons that appear for each job.
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Link
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~~~~
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To share the job position with a customized tracking link, click the :guilabel:`Share Now` button
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with the :guilabel:`🔗 (chain)` icon inside it. A :guilabel:`Link to Share` pop-up window appears
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with the tracking link. Click :guilabel:`Copy` to copy the link. After the link is copied, click the
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:guilabel:`Close` button to close the pop-up window. Next, share the link with the prospective
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employee.
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Facebook
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~~~~~~~~
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To share the job position using Facebook, click the :guilabel:`Share Now` button with the
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:guilabel:`f (Facebook)` icon inside it.
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If the user is already logged into Facebook, when the :guilabel:`f (Facebook)` icon is clicked, a
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:guilabel:`Share on Facebook` page loads in a new tab, with the link populated in the main body of
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the new post in a pop-up window. If the user is *not* already logged in, a log-in screen loads,
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instead, prompting the user to log-in to Facebook first.
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Type in any additional information to add to the post, then share the job position using the
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available options in Facebook.
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X (formerly Twitter)
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~~~~~~~~~~~~~~~~~~~~
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A job position can also be shared on X (formerly Twitter). Click the :guilabel:`Share Now` button
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with the :guilabel:`X` icon inside it.
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If the user is already signed in to X (formerly Twitter), when the :guilabel:`Share Now` icon is
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clicked, an X (formerly Twitter) page loads in a new tab with a pre-populated message ready to post,
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in a draft pop-up window. If the user is *not* already signed in, a sign-in screen loads instead,
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prompting the user to sign in to X (formerly Twitter).
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The default message is:
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:guilabel:`Amazing job offer for (Job Position)! Check it live: (link to Job Position)`
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Type in any additional information, or make any edits to the message, then share using the available
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options in X (formerly Twitter).
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LinkedIn
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~~~~~~~~
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To share a job position on LinkedIn, click the :guilabel:`Share Now` button with the :guilabel:`in
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(LinkedIn logo)` inside it.
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If the user is already logged into LinkedIn, when the :guilabel:`Share Now` button is clicked, a new
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tab loads in LinkedIn, with a link to the job position at the top. If the user is *not* already
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logged in, a log-in screen loads instead, prompting the user to log-in to LinkedIn first.
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The job position can be shared either in a public post, or in a private message to an individual (or
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group of individuals).
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Type in any additional information, or make any edits to the message or post, then share using the
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available options in LinkedIn.
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.. _referrals/email-jobs:
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Email a friend
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--------------
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Another way to share job opportunities is to share the entire current list of open job positions
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instead of one job position at a time. To do this, navigate to the main *Referrals* app dashboard.
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Click the :guilabel:`Email a friend` button at the bottom of the screen. A :guilabel:`Send Job Offer
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by Mail` pop-up window appears.
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Enter the email address in the :guilabel:`Email` line. The email can be sent to multiple
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recipients, simply enter a comma followed by a single space after each email address. The
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:guilabel:`Subject` is pre-configured with `Job for you`, but can be edited.
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The email body is also populated with pre-configured text. The text that appears is:
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`Hello,`
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`There are some amazing job offers in my company! Have a look, they can be interesting for you\:`
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`See Job Offers`
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The :guilabel:`See Job Offers` text is a tracking link to a complete list of all job positions
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currently being recruited for. Add any additional text and make any edits to the message body, if
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necessary. Then, click :guilabel:`Send Mail` to send the email. This sends the message, and closes
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the window.
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.. _referrals/hired:
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Hired referrals
@@ -629,3 +468,10 @@ spreadsheet from the drop-down menu, or select :guilabel:`New Spreadsheet`. Clic
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.. note::
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The spreadsheet is stored in the *Documents* application. This application needs to be installed
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to use the :guilabel:`Insert in Spreadsheet` option.
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.. seealso::
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:doc:`referrals/share_jobs`
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.. toctree::
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referrals/share_jobs

‎content/applications/hr/referrals/jobs.png

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‎content/applications/hr/referrals/share.png

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‎content/applications/hr/referrals/share_jobs.rst

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===================
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Share job positions
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===================
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In Odoo *Referrals*, users can earn referral points by sharing job positions with potential
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applicants. Job positions can be shared in several ways, through the :ref:`View Jobs
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<referrals/view-jobs>` button and the :ref:`Email A Friend <referrals/email-jobs>` button, located
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at the bottom of the *Referrals* app dashboard.
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.. note::
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Sharing jobs can **only** occur after onboarding slides have been viewed or skipped.
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.. _referrals/view-jobs:
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View Jobs
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=========
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To see all job positions that are actively recruiting candidates, click the :guilabel:`View Jobs`
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button on the main *Referrals* dashboard. This presents all job positions, with each individual job
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presented with its own card.
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.. image:: share_jobs/jobs.png
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:align: center
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:alt: The 'View Jobs' screen, displaying all current open job positions. All information is
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displayed on the card.
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Each job position card contains the following information:
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- The title of the job position. This information is taken from the *Job Position* field of the job
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form.
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- The number of :guilabel:`Open Positions` being recruited. This information is taken from the
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*Expected New Employees* field of the *Recruitment* tab of the job form.
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- The points a user earns when an applicant applies for the position.
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- The job description detailing the job position. This information is taken from the *Job Position*
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tab of the job form.
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To see all the details for a job position, click the :guilabel:`More Info` button on the specific
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card. This opens the job position webpage in a new browser tab. This is what an applicant sees
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before applying for a position.
40+
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.. note::
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Only published job positions are visible in the *Referrals* app. To check which job positions are
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published or not, refer to the :doc:`../recruitment/new_job` documentation.
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Refer friends
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=============
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To share a job position with someone, click the :guilabel:`Refer Friend` button on the specific job
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position card. A pre-configured :guilabel:`Send Job Offer by Mail` pop-up window appears. Enter the
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recipient's email address in the :guilabel:`Email` field.
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The :guilabel:`Subject` and :guilabel:`Body` are populated using a default template. The
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:guilabel:`Subject` `Job for you` is present, by default, but can be modified, if desired.
54+
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The specific title of the job position populates the *Job Position* placeholder in the email body.
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The `See Job Offer` text in the email body is an individualized tracking link to the specific job
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position listed on the website.
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When the prospective employee receives the email, the link sends them to the job position page,
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where they can apply for the position, and the person who referred them is tracked in the
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*Referrals* application.
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If desired, add any text or closing salutation to the email body. When all edits have been made,
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click :guilabel:`Send Mail` to send the email, or click :guilabel:`Cancel` to close the pop-up
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window.
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.. image:: share_jobs/email.png
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:align: center
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:alt: Referral email pop-up window with the email message inside it.
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Share a job
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===========
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Other than sending an email, job positions can be shared, via social media platforms, and by
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tracking links to the job position. At the bottom of each job position card are four icons, and
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corresponding tracking links, that can be used to share the job position, keeping track of
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applicants in the *Referrals* application.
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.. image:: share_jobs/share.png
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:align: center
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:alt: The various sharing icons that appear for each job.
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Link
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----
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To share the job position with a customized tracking link, click the :guilabel:`Share Now` button
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with the :icon:`fa-chain` :guilabel:`(link)` icon above it. A :guilabel:`Link to Share` pop-up
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window appears with the tracking link. Click :guilabel:`Copy` to copy the link. After the link is
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copied, click the :guilabel:`Close` button to close the pop-up window. Next, share the link with
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the prospective employee.
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Facebook
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--------
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To share the job position using Facebook, click the :guilabel:`Share Now` button with the
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:icon:`fa-facebook` :guilabel:`(Facebook)` icon above it.
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If the user is already logged into Facebook, when the the :guilabel:`Share Now` button is clicked, a
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:guilabel:`Share on Facebook` page loads in a new tab, with the link populated in the main body of
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the new post in a pop-up window. If the user is *not* already logged in, a log-in screen loads,
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instead, prompting the user to log-in to Facebook first.
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Type in any additional information to add to the post, then share the job position using the
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available options in Facebook.
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X (formerly Twitter)
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--------------------
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A job position can also be shared on X. Click the :guilabel:`Share Now` button with the
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:guilabel:`(X)` icon above it.
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If the user is already signed-in to X, when the :guilabel:`Share Now` button is clicked, an X page
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loads in a new tab with a pre-populated message ready to post, in a draft pop-up window. If the user
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is *not* already signed-in, a sign-in screen loads instead, prompting the user to first sign-in to
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X.
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The default message is:
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`Amazing job offer for (Job Position)! Check it live: (link to Job Position)`
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Type in any additional information, or make any edits to the message, then share using the available
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options in X.
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LinkedIn
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--------
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To share a job position on LinkedIn, click the :guilabel:`Share Now` button with the
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:icon:`fa-linkedin` :guilabel:`(LinkedIn)` icon above it.
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If the user is already logged into LinkedIn, when the :guilabel:`Share Now` button is clicked, a new
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tab loads in LinkedIn, with a link to the job position at the top. If the user is *not* already
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logged in, a log-in screen loads instead, prompting the user to log-in to LinkedIn first.
133+
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The job position can be shared either in a public post, or in a private message to an individual (or
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group of individuals).
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Type in any additional information, or make any edits to the message or post, then share using the
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available options in LinkedIn.
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.. _referrals/email-jobs:
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Email a friend
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--------------
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Another way to share job opportunities is to share the entire current list of open job positions,
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instead of one job position at a time. To do this, navigate to the :menuselection:`Referrals` main
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dashboard. Click the :guilabel:`Email a friend` button at the bottom of the screen. A
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:guilabel:`Send Job Offer by Mail` pop-up window appears.
149+
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Enter the email address in the :guilabel:`Email` field. The email can be sent to multiple
151+
recipients by separating each email address with a comma followed by a single space. The
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:guilabel:`Subject` is pre-configured with :guilabel:`Job for you`, but can be edited.
153+
154+
The email :guilabel:`Body` is also populated with pre-configured text. The text that appears is:
155+
156+
`Hello,`
157+
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`There are some amazing job offers in my company! Have a look, they can be interesting for you\:`
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160+
`See Job Offers`
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The :guilabel:`See Job Offers` text is a tracking link to a complete list of all job positions
163+
currently being recruited for. Add any additional text and make any edits to the message body, if
164+
necessary. Then, click :guilabel:`Send Mail` to send the email. This sends the message, and closes
165+
the window.

‎content/applications/hr/referrals/email.png renamed to ‎content/applications/hr/referrals/share_jobs/email.png

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‎content/applications/hr/referrals/share_jobs/jobs.png

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‎content/applications/hr/referrals/share_jobs/share.png

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