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| 1 | +:show-content: |
| 2 | +:show-toc: |
| 3 | + |
1 | 4 | =========
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2 | 5 | Referrals
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3 | 6 | =========
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@@ -99,327 +102,6 @@ sequence.
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99 | 102 | :align: center
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100 | 103 | :alt: The onboarding slides in a list, with the drag and drop arrows highlighted.
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101 | 104 |
|
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| -Share job positions |
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| -=================== |
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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. There are several ways to share job positions 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. |
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| - |
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| -.. _referrals/view-jobs: |
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| - |
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| -View Jobs |
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| ---------- |
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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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| - |
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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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| - |
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| -Each job position card contains the following information: |
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| - |
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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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| - |
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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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| - |
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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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| - |
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| -Refer friends |
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| -------------- |
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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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| - |
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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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| - |
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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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| - |
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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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| - |
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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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| - |
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| -Share a job |
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| ------------ |
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| - |
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| -There are several other ways to share a job position aside from sending an email, via social media |
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| -platforms and tracking links to the job position. At the bottom of each job position card are four |
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| -icons and 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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| - |
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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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| - |
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| -Link |
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| -~~~~ |
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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. Next, share the link with the prospective employee |
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| -however desired. |
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| - |
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| -Facebook |
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| -~~~~~~~~ |
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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. If the user is already logged into Facebook, when the |
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| -:guilabel:`f (Facebook icon)` is clicked, a :guilabel:`Share on Facebook` page loads in a new tab, |
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| -with the link populated in the main body of the new post. If the user is *not* already logged in, a |
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| -log-in screen loads instead, prompting the user to log-in to Facebook first. |
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| - |
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| -Type in any additional information to add to the post, in the space directly below your name. If |
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| -desired, :guilabel:`tag` users, :guilabel:`check-in` at a location, or add a :guilabel:`status` to |
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| -the post. To tag a user, click the :guilabel:`Tag Friends` icon and select the people to tag to the |
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| -post. To add a check-in location, click the :guilabel:`Check in` icon, and select the location from |
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| -the pop-up of predetermined locations based on your current location. To add a :guilabel:`status`, |
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| -click the :guilabel:`Feeling/Activity` icon, then select either the feeling or the activity type, |
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| -and lastly, if an activity type was selected, select the specific activity. |
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| - |
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| -There are five methods to share the job position, :guilabel:`Your Story`, :guilabel:`Share on a |
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| -Friend's Timeline`, :guilabel:`Share in a Group`, :guilabel:`Share in an Event`, and |
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| -:guilabel:`Share in a Private Message`. To select the sharing method, click the drop-down menu |
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| -located at the top of the page, directly beneath the :guilabel:`Share on Facebook` banner. |
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| - |
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| -.. image:: referrals/facebook.png |
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| - :align: center |
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| - :alt: The view on Facebook when sharing a job description. All the various ways to share are |
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| - highlighted, as are all the required settings. |
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| - |
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| -.. tabs:: |
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| - |
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| - .. tab:: Share to news feed or story |
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| - |
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| - The default sharing method is through the :guilabel:`News Feed`, :guilabel:`Story`, or both. |
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| - At the lower portion of the form are radio buttons next to the two options, :guilabel:`Feed` |
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| - (for the News Feed) and :guilabel:`Your Story` for stories. When :guilabel:`Share to News Feed |
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| - or Story` is selected, these buttons are active, if another option is selected, these radio |
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| - buttons are greyed out. Activate the radio button(s) to indicate how the job position should |
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| - be shared, either in the news feed, the story, or both. |
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| - |
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| - The :guilabel:`Share to news feed or story` option allows for specific privacy settings to be |
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| - selected. In the lower right corner of the screen, there are two drop-down menu options, one |
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| - for the :guilabel:`Feed` option, the other for the :guilabel:`Your story` option. Select the |
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| - posting parameters from the drop-down menus. The :guilabel:`Feed` ad :guilabel:`Your story` |
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| - options appear different from user to user, depending on what privacy settings have been |
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| - created in Facebook. :guilabel:`Public` and :guilabel:`Friends` are default options, but other |
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| - options that the user may have configured will appear as well, such as custom groups. |
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| - |
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| - When the post and/or story is ready to be shared, click the blue :guilabel:`Post to Facebook` |
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| - button at the bottom of the screen. |
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| - |
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| - .. tab:: Share on a friend's timeline |
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| - |
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| - Instead of making a public post on the user's on Facebook page, the job position can be shared |
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| - directly on a friend's timeline. Click the :guilabel:`Share to News Feed or Story` drop-down |
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| - menu near the top of the page, and select :guilabel:`Share on a Fried's Timeline`. |
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| - |
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| - When selected, a :guilabel:`Friend` field appears below the selection. Begin to type in the |
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| - friend's name. As the name is typed, a list appears, populated with names that match what is |
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| - entered. Select the friend from the list. **Only** one friend can be selected. |
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| - |
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| - When the post is ready to be shared, click the blue :guilabel:`Post to Facebook` button at the |
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| - bottom of the screen. |
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| - |
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| - .. tab:: Share in a group |
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| - |
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| - To reach a specific audience and not share the job position publicly with everyone, a job can |
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| - be shared in a group. Click the :guilabel:`Share to News Feed or Story` drop-down menu near |
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| - the top of the page, and select :guilabel:`Share in a Group`. |
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| - |
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| - When selected, a :guilabel:`Group` field appears below the selection. The available groups |
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| - that can be posted to are groups the user is currently a member of. Job positions cannot be |
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| - shared with groups the user has not joined. Begin to type in the name of the group. As the |
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| - group name is typed, a list appears, populated with the group names that match what is |
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| - entered. Select the group from the list. Only one group can be selected. |
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| - |
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| - When the post is ready to be shared, click the blue :guilabel:`Post to Facebook` button at the |
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| - bottom of the screen. |
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| - |
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| - .. tab:: Share in an event |
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| - |
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| - A job position can also be shared on an event page. Click the :guilabel:`Share to News Feed or |
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| - Story` drop-down menu near the top of the page, and select :guilabel:`Share in an Event`. |
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| - |
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| - When selected, an :guilabel:`Event` field appears below the selection. The available events |
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| - that can be posted to are events the user is invited to. This includes events that the user |
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| - has not responded to yet, and events that have occurred in the past. Begin to type in the name |
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| - of the event. As the event name is typed, a list appears, populated with the events that match |
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| - what is entered. Select the event from the list. Only one event can be selected. |
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| - |
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| - When the post is ready to be shared, click the blue :guilabel:`Post to Facebook` button at the |
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| - bottom of the screen. |
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| - |
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| - .. tab:: Share in a private message |
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| - |
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| - The last option is to share a job position privately instead of publicly, in a Facebook |
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| - message. Click the :guilabel:`Share to News Feed or Story` drop-down menu near the top of the |
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| - page, and select :guilabel:`Share in an Private Message`. |
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| - |
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| - When selected, a :guilabel:`To` field appears below the selection. Begin to type in the |
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| - friend's name. As the name is typed, a list appears, populated with names that match what is |
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| - entered. Select the friend from the list. Multiple friends can be selected and added to a |
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| - single message. Repeat this process for each friend to be added. |
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| - |
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| - When the message is ready to be sent, click the blue :guilabel:`Send message` button at the |
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| - bottom of the screen. |
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| - |
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| -X/Twitter |
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| -~~~~~~~~~ |
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| - |
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| -A job position can also be shared on X/Twitter. Click the :guilabel:`Share Now` button with the bird |
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| -icon inside it. If the user is already signed in to X/Twitter, when the :guilabel:`Share Now` icon |
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| -is clicked, an X/Twitter page loads in a new tab with a pre-populated message ready to post, in a |
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| -draft pop-up. If the user is *not* already signed in, a sign-in screen loads instead, prompting the |
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| -user to sign in to X/Twitter. |
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| - |
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| -The default message is: |
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| - |
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| -:guilabel:`Amazing job offer for (Job Position)! Check it live: (link to Job Position)` |
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| - |
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| -Type in any additional information or make any edits to the message. If desired, click the |
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| -:guilabel:`X` in the top left corner of the thumbnail preview of the webpage to remove it. To adjust |
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| -the audience for the message, click the drop-down button labeled :guilabel:`Everyone`. Select the |
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| -preferred audience from the drop-down menu. The default option is :guilabel:`Everyone`, and the |
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| -other options is :guilabel:`Circle`. The :guilabel:`Circle` is a group of people that the user has |
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| -selected in X/Twitter. |
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| - |
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| -The default setting is :guilabel:`🌎 (globe) Everyone can reply`, an allows everyone on X/Twitter to |
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| -reply to the message. To change this, click the :guilabel:`🌎 (globe) Everyone can reply` button in |
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| -the lower left section of the message. There are four options presented: :guilabel:`Everyone`, |
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| -:guilabel:`Accounts you follow`, :guilabel:`Verified accounts`, and :guilabel:`Only accounts you |
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| -mention`. Selecting one of the other options restricts who can reply to the message. |
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| - |
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| -There are various other items that can be added to the message. Media (photos, videos, etc), GIF's, |
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| -polls, emojis, and a location may all be added. Click the corresponding icon in the bottom left of |
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| -the message and follow the prompts to add the desired additional elements. |
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| - |
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| -To have the message posted at a future date and time, click the :guilabel:`Schedule` icon in the |
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| -lower left of the message window. It is the fifth icon from the left. Enter the date and time that |
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| -the message should be posted using the date and time selector presented. Click :guilabel:`Confirm` |
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| -to add the scheduled time to the message. |
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| - |
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| -To post the message, click :guilabel:`Post`. The message will be immediately posted, or, if it was |
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| -scheduled, will be posted at the scheduled date and time. |
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| - |
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| -.. image:: referrals/twitter.png |
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| - :align: center |
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| - :alt: The X/Twitter pop-up when sharing a job description. All the other items than can be added |
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| - to the message are highlighted, as is the visibility setting and the post button. |
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| - |
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| -LinkedIn |
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| -~~~~~~~~ |
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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. If the user is already logged into LinkedIn, when the :guilabel:`Share |
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| -Now` button is clicked, a new tab loads in LinkedIn, with a link to the job position at the top. If |
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| -the user is *not* already logged in, a log-in screen loads instead, prompting the user to log-in to |
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| -LinkedIn first. |
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| - |
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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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| - |
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| -Share in a post |
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| -*************** |
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| - |
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| -To share the job position in a public post, click the :guilabel:`✏️ (pencil) Share in a post` button |
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| -in the lower-left corner of the screen. A :guilabel:`Create a post` window loads, with the job |
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| -position link populated. Enter any other information to the post in the field. |
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| - |
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| -To change the audience that will see the post, click the :guilabel:`🌎 (globe) Anyone` drop-down, |
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| -located directly beneath the account name. Click on the desired selection, then click the |
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| -:guilabel:`Save` button on the far right side of the screen, beneath the last listed option. |
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| - |
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| -:guilabel:`Anyone` allows anyone on LinkedIn to see the post. :guilabel:`Connections only` will |
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| -only share the post with people who are connected with the user, and will be hidden from everyone |
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| -else. :guilabel:`Group` shares the post with a specific group the user is a member of. The post can |
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| -only be shared with one group; posting to multiple groups at once is not available. If |
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| -:guilabel:`Group` is selected, a page loads with a list of all the groups the user is currently a |
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| -member of. Click on a group to select it, then click the :guilabel:`Save` button in the lower right |
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| -corner. |
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| - |
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| -Next, select who can comment on the post. To change this setting, click on the :guilabel:`💬 (speech |
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| -bubble) Anyone` button located beneath the body of the post. A page loads with the various options. |
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| -Click on one of the three options to select it. The three options are :guilabel:`Anyone`, |
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| -:guilabel:`Connections only`, and :guilabel:`No one`. The default option is :guilabel:`Anyone`, |
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| -which allows anyone with a LinkedIn account to comment on the post. :guilabel:`Connections only` |
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| -will only allow people who are connected with the user to comment on the post. :guilabel:`No one` |
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| -turns off commenting. After making a selection, click the :guilabel:`Save` button in the far lower |
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| -right corner. |
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| - |
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| -Finally, once the post is edited and the settings have been selected, click :guilabel:`Post` to |
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| -share the job position. |
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| - |
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| -.. image:: referrals/linkedin.png |
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| - :align: center |
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| - :alt: A linkedIn post to share a job. The job position is highlighted as is the post button. |
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| - |
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| -Send as private message |
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| -*********************** |
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| - |
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| -Instead of making a public post, the post can be sent to a connection in a private message. To do |
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| -so, click the :guilabel:`Send as private message` button in the lower left corner. A message window |
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| -loads with the link to the job description in the bottom of the window. First, select the |
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| -recipient(s) for the message. Type the name in the :guilabel:`Search for message recipients` field. |
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| -As the name is typed in, any matching connections appear. Click on a connection to add them. Repeat |
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| -this for all the recipients to send the message to. There is no limit on the number of connections |
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| -that can be messaged. Next, enter any additional text in the message body. Click :guilabel:`Send` in |
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| -the lower right corner to send the message. A :guilabel:`Message successfully sent!` screen loads. |
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| -Two options are presented, :guilabel:`View Message` and :guilabel:`Continue to LinkedIn`. Click on |
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| -the desired selection to navigate to that choice, or close the browser tab to exit. |
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| - |
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| -.. _referrals/email-jobs: |
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| - |
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| -Email a friend |
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| --------------- |
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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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| - |
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| -Enter the email address(es) 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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| - |
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| -The email body is also populated with pre-configured text. The text that appears is: |
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| - |
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| -`Hello,` |
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| - |
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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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| - |
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| -`See Job Offers` |
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| - |
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| -The `See Job Offers` text is a tracking link to a complete list of all job positions currently being |
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| -recruited for, that are live on the company's website (published). Add any additional text and/or |
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| -make any edits to the message body, then click :guilabel:`Send Mail` to send the email. The message |
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| -will be sent and the window will close. |
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| - |
423 | 105 | .. _referrals/hired:
|
424 | 106 |
|
425 | 107 | Hired referrals
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@@ -776,3 +458,8 @@ spreadsheet from the drop-down menu, or select :guilabel:`New Spreadsheet`. Clic
|
776 | 458 | .. note::
|
777 | 459 | The spreadsheet is stored in the *Documents* application. This application needs to be installed
|
778 | 460 | in order to use the :guilabel:`Insert in Spreadsheet` option.
|
| 461 | + |
| 462 | +.. toctree:: |
| 463 | + :titlesonly: |
| 464 | + |
| 465 | + referrals/share_job |
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