8000 [IMP] Recruitment: Update main doc by larm-odoo · Pull Request #13374 · odoo/documentation · GitHub
[go: up one dir, main page]

Skip to content

[IMP] Recruitment: Update main doc #13374

New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

Draft
wants to merge 1 commit into
base: 18.0
Choose a base branch
from
Draft
Show file tree
Hide file tree
Changes from all commits
Commits
File filter

Filter by extension

Filter by extension

Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
93 changes: 43 additions & 50 deletions content/applications/hr/recruitment.rst
Original file line number Diff line number Diff line change
Expand Up @@ -4,49 +4,50 @@
Recruitment
===========

Odoo keeps all job applicants organized with a pre-configured series of steps and stages that each
applicant goes through. Each stage has a specific step(s) that should be performed. These range from
Odoo keeps all job applicants organized with a preconfigured series of steps and stages that each
applicant goes through. Each stage has a specific steps that should be performed. These range from
scheduling a phone call, conducting an interview, or sending a job offer, for example. This process
is referred to as the 'applicant flow.'
is referred to as the *applicant flow.*

When an applicant applies for a job position, an *applicant card* is automatically created in Odoo's
*Recruitment* app for that specific job position. As the applicant progresses through the
**Recruitment** app for 8000 that specific job position. As the applicant progresses through the
recruitment pipeline, the recruitment team moves their card from one stage to the next.

:ref:`Stages can be configured <recruitment/modify-stages>` so that an email is automatically sent
out using a set, pre-configured template as soon as an applicant's card enters a stage. These
out using a set, preconfigured template as soon as an applicant's card enters a stage. These
automated emails are defined on each stage in the applicant flow.

The applicant flow explained in this document is the default flow in Odoo, and goes through the
applicant flow when using the *Recruitment* application's default configuration. The applicant flow
is able to be modified to suit the specific recruitment flow for any business.
applicant flow when using the **Recruitment** application's default configuration. The applicant
flow is able to be modified to suit the specific recruitment flow for any business.

.. note::
The applicant flow with all its stages are universal and applies to all job positions, unless
specified. :ref:`A specific stage can be configured <recruitment/customize-stages>` to be
job-specific, meaning that specific stage is only visible for that specific job position.
Otherwise, if a new stage is created, or an existing stage is modified, those changes are
visible on all job positions.
Otherwise, if a new stage is created, or an existing stage is modified, those changes are visible
on all job positions.

.. _recruitment/settings:

Settings
========

Before creating a job position in Odoo, configure the necessary settings for the *Recruitment* app.
To view and edit the settings, navigate to :menuselection:`Recruitment app --> Configuration -->
Settings`. After any changes are made, click the :guilabel:`Save` button in the top-left corner to
save all the changes.
Before creating a job position in Odoo, configure the necessary settings for the **Recruitment**
app. To view and edit the settings, navigate to :menuselection:`Recruitment app --> configuration
--> Settings`. After any changes are made, click the :guilabel:`Save` button in the top-left corner
to save all the changes.

Job posting
-----------

The :guilabel:`Job Posting` section of the *Recruitment* app settings has only one selection to
The :guilabel:`Job Posting` section of the **Recruitment** app settings has only one selection to
make. If job positions are to be posted to the company's website, enable the :guilabel:`Online
Posting` option.

.. note::
The :guilabel:`Online Posting` is only available if the *Website* application is also installed.
The :guilabel:`Online Posting` is only available if the **Website** application is also
installed.

Recruitment process
-------------------
Expand All @@ -66,9 +67,9 @@ Enable the :guilabel:`Send Interview Survey` option to send surveys to applicant
:icon:`fa-arrow-right` :guilabel:`Interview Survey` link to navigate to a list of all created
surveys.

This list includes all surveys that were created in the database, not just surveys used in the
*Recruitment* app. If no surveys have been created, the surveys list displays a :guilabel:`No Survey
Found` message, and presents options to create a survey from several pre-configured survey
This list includes all surveys that were created in the database, not only surveys used in the
**Recruitment** app. If no surveys have been created, the surveys list displays a :guilabel:`No
Survey Found` message, and presents options to create a survey from several preconfigured survey
templates.

.. seealso::
Expand All @@ -82,10 +83,10 @@ templates.
Send SMS
~~~~~~~~

It is possible to send text messages to applicants directly through the *Recruitment* app. To do so,
enable the :guilabel:`Send SMS` option. This option requires credits to use, which can be obtained
by clicking the :icon:`fa-arrow-right` :guilabel:`Buy credits` internal link that emerges when the
feature is enabled.
It is possible to send text messages to applicants directly through the **Recruitment** app. To do
so, enable the :guilabel:`Send SMS` option. This option requires credits to use, which can be
obtained by clicking the :icon:`fa-arrow-right` :guilabel:`Buy credits` internal link that emerges
when the feature is enabled.

.. seealso::
For more information, refer to the :doc:`SMS pricing and FAQs
Expand All @@ -97,7 +98,7 @@ CV display
~~~~~~~~~~

When applicants submit an application, one of the default required fields is a resumé, or :abbr:`CV
(curriculum vitae)`. All resumés are stored in the *Documents* application, and are accessible on
(curriculum vitae)`. All resumés are stored in the **Documents** application, and are accessible on
the applicant's card.

A resumé has the option to appear on the applicant's form, which can be viewed by clicking on the
Expand All @@ -118,7 +119,6 @@ applicant's card.
the :guilabel:`Files` section of the chatter, below the applicant's card.

.. image:: recruitment/cv-display.png
:align: center
:alt: The resumé on an applicant's card, appearing on the right side.

.. _recruitment/cv-ocr:
Expand Down Expand Up @@ -179,12 +179,11 @@ main dashboard. Click the :guilabel:`(#) New Applications` smart button on a job
navigate to the Kanban view for all the applicants for that particular job position.

.. image:: recruitment/new-applicants-button.png
:align: center
:alt: Main dashboard view of job position card, showing new applications button.

Inside the job application, the Kanban stages appear, with all the applicants populated in their
respective columns, indicating what stage they are currently in. There are six default stages in
Odoo:
respective columns, indicating what stage they are currently in. In Odoo, six default stages are
configured:

- :ref:`New <recruitment/new>`
- :ref:`Initial Qualification <recruitment/initial-qualification>`
Expand All @@ -199,7 +198,6 @@ for that column, click anywhere on the thin gray column that says the stage name
expands, revealing the applicants.

.. image:: recruitment/stages.png
:align: center
:alt: Expand a folded column by clicking on it in the Kanban view.

Each stage has a color-coded bar beneath the stage name, providing status information for the
Expand All @@ -215,7 +213,6 @@ lower-left of the applicant card. A status pop-up window appears. Click on the d
the applicant. The status dot on the applicant card as well as the status bar updates.

.. image:: recruitment/status-dots.png
:align: center
:alt: The applicant card statuses, and status bar.

.. tip::
Expand All @@ -227,8 +224,8 @@ the applicant. The status dot on the applicant card as well as the status bar up
Customize stages
================

Stages can be modified, added, or deleted to best meet the needs of the particular hiring steps of
a business.
Stages can be modified, added, or deleted to best meet the needs of the particular hiring steps of a
business.

New stage
---------
Expand All @@ -239,7 +236,6 @@ new column appears, and another new stage is available to create. If no new stag
anywhere on the screen to exit the new stage creation.

.. image:: recruitment/add-column.png
:align: center
:alt: The plus sign to click to add a new column to the Kanban stages.

.. _recruitment/modify-stages:
Expand All @@ -248,13 +244,12 @@ Modify stage
------------

To modify the settings of a stage, hover over the name of the stage, and a :icon:`fa-cog`
:guilabel:`(gear)` icon appears in the upper right hand side of the stage. Click on the
:icon:`fa-cog` :guilabel:`(gear)` icon and a menu appears. Then click on the :guilabel:`Edit`
:guilabel:`(Settings)` icon appears in the upper right hand side of the stage. Click on the
:icon:`fa-cog` :guilabel:`(Settings)` icon and a menu appears. Then click on the :guilabel:`Edit`
option. An :guilabel:`Edit: (Stage)` form appears. Make any desired modifications to the form, then
click :guilabel:`Save & Close` when done.

.. image:: recruitment/gear.png
:align: center
:alt: The gear icon that appears when a column name is moused over, and the drop-down menu it
displays when clicked.

Expand Down Expand Up @@ -285,7 +280,7 @@ The fields to be populated or modified are:
If this is active, a :guilabel:`Points` field appears. Enter the amount of referral points the
employee receives when an applicant enters this stage. The *Referrals* app must be installed in
order to use this option.
- :guilabel:`Tooltips` section: there are three pre-configured status labels (colored circles) for
- :guilabel:`Tooltips` section: there are three preconfigured status labels (colored circles) for
each applicant's card, indicating its status. These colors are displayed at the top of each stage
to reflect the statuses of the applicants in the stage. The *names* for the label can be modified,
but the label itself (the color) cannot. The default names and labels are: :guilabel:`In Progress`
Expand All @@ -297,9 +292,9 @@ Delete stage
------------

If a stage is no longer needed, the stage can be deleted. To delete a stage, hover over the name of
the stage, and a :icon:`fa-cog` :guilabel:`(gear)` icon appears. First, click on the :icon:`fa-cog`
:guilabel:`(gear)` icon to reveal a drop-down menu, then click :guilabel:`Delete`. A
:guilabel:`Confirmation` pop-up warning appears, asking :guilabel:`Are you sure you want to delete
the stage, and a :icon:`fa-cog` :guilabel:`(Settings)` icon appears. First, click on the
:icon:`fa-cog` :guilabel:`(Settings)` icon to reveal a drop-down menu, then click :guilabel:`Delete`.
A :guilabel:`Confirmation` pop-up warning appears, asking :guilabel:`Are you sure you want to delete
this column?` Click :guilabel:`Delete` to delete the column.

.. important::
Expand All @@ -310,8 +305,8 @@ this column?` Click :guilabel:`Delete` to delete the column.
Email templates
===============

To communicate with the applicant, Odoo has several pre-configured email templates that can be used.
The pre-configured email templates and when to use them are as follows:
To communicate with the applicant, Odoo has several preconfigured email templates that can be used.
The preconfigured email templates and when to use them are as follows:

- :guilabel:`Recruitment: Applicant Acknowledgement`: this template is used to let the applicant
know that their application was received. This email is automatically sent out once the applicant
Expand All @@ -337,7 +332,6 @@ To manually send an email, click :guilabel:`Send message` in the chatter. A text
well as the applicant's email address.

.. image:: recruitment/full-composer.png
:align: center
:alt: Send an email from the chatter.

Click the :icon:`fa-expand` :guilabel:`(expand)` full composer icon in the bottom right corner of
Expand All @@ -346,17 +340,17 @@ with the :guilabel:`Recipients` and :guilabel:`Subject` pre-populated. The appli
is entered in the :guilabel:`Recipients` line, and the :guilabel:`Subject` is `(Job Position)`. The
email body is empty by default.

To use a pre-configured email template, click the field next to :guilabel:`Load template` in the
To use a preconfigured email template, click the field next to :guilabel:`Load template` in the
bottom section of the window. Select the email template to use from the drop-down menu.

Pre-configured email templates may contain dynamic placeholders so unique information can be
populated in the email for a more personalized message to the applicant. There are several
pre-configured email templates to choose from. Depending on the template selected, the email subject
and/or body may change.
populated in the email for a more personalized message to the applicant. Several preconfigured email
templates are available to choose from. Depending on the template selected, the email subject or
body may change.

.. note::
Only the email templates that are configured for the model load. There are other email templates
pre-configured in Odoo, but if they are not configured for the recruitment application, they do
Only the email templates that are configured for the model load. Other email templates come
preconfigured in Odoo, but if they are not configured for the recruitment application, they do
not appear in the list of available templates.

If any attachments are to be added, click the :guilabel:`Attachments` button in the lower left
Expand All @@ -369,9 +363,8 @@ Template` button in the bottom. To send the email, click :guilabel:`Send` and th
the applicant. The email then appears in the chatter.

.. image:: recruitment/send-survey.png
:align: center
:alt: Send a custom survey, also referred to as an interview form, to an applicant using a
pre-configured template.
preconfigured template.

.. seealso::
- :doc:`recruitment/new_job`
Expand Down
Binary file modified content/applications/hr/recruitment/add-column.png
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Binary file modified content/applications/hr/recruitment/new-applicants-button.png
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Binary file modified content/applications/hr/recruitment/send-survey.png
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Binary file modified content/applications/hr/recruitment/stages.png
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
0