154 lines
6.6 KiB
Markdown
154 lines
6.6 KiB
Markdown
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# Job positions
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In Odoo *Recruitment*, all job positions are shown on the default dashboard in the *Recruitment*
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app. This includes positions that are being actively recruited for, as well as inactive positions.
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Each job position is shown in an individual Kanban card. If the job position is active, and
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candidates can apply, a {guilabel}`Published` banner appears in the top-right corner of the card.
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View submitted applications by clicking anywhere on a job position card.
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```{image} new_job/jobs.png
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:align: center
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:alt: Main dashboard view of Recruitment app showing all job positions.
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```
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## Create a new job position
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To create a new job position from the main dashboard in the *Recruitment* app, click the
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{guilabel}`New` button in the top-left corner, and a {guilabel}`Create a Job Position` modal
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appears.
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First, enter the name of the {guilabel}`Job Position` (such as `Sales Manager`, `Mechanical
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Engineer`, etc.) in the field.
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Next, enter an {guilabel}`Application email` by typing in the first half of the email address in the
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first field, then select the second half of the email using the drop-down menu in the second field.
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Applicants can send a resumé to this specific email address, and Odoo creates an application for
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them automatically.
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When complete, click the {guilabel}`Create` button to save the entry, or the {guilabel}`Discard`
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button to delete it.
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```{image} new_job/job-title.png
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:align: center
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:alt: Create a new job position.
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```
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Once the job position has been created, it appears as a card in the Kanban view on the main
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*Recruitment* app dashboard.
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(recruitment-new-job-position-edit)=
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### Edit a new job position
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After the job position is created, it's time to enter the details for the position. Click on the
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{guilabel}`⋮ (three dots)` icon in the upper-right corner of the relevant card to reveal several
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options, and then click {guilabel}`Configuration` to edit the details.
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```{image} new_job/edit-job.png
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:align: center
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:alt: Edit the job position card.
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```
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All the basic information about the job position is listed under the {guilabel}`Recruitment` tab.
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None of the fields are required, but it is important to configure and populate the
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{guilabel}`Department`, {guilabel}`Location`, {guilabel}`Employment Type`, and {guilabel}`Job
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Summary` fields, as they are all visible to prospective applicants on the website.
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The fields can be filled out as follows:
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- {guilabel}`Department`: select the relevant department for the job position. This is visible on
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the website.
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- {guilabel}`Job Location`: select the physical address for the job. If the job position is remote,
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leave this field blank. This is visible on the website.
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- {guilabel}`Email Alias`: enter an email address to which applicants can send a resumé. Once
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emailed, Odoo automatically creates an application for them.
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- {guilabel}`Employment Type`: select what type of position the job is, using the drop-down menu.
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The default options are {guilabel}`Permanent`, {guilabel}`Temporary`, {guilabel}`Seasonal`,
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{guilabel}`Interim`, {guilabel}`Full-Time`, and {guilabel}`Part-Time`. This is visible on the
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website.
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- {guilabel}`Company`: select the company the job is for. This field only appears if using a
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multi-company database.
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- {guilabel}`Target`: enter the number of employees to be hired for this position.
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- {guilabel}`Is Published`: activate this option to publish the job online.
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- {guilabel}`Website`: select the website the job is published on.
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- {guilabel}`Recruiter`: select the person responsible for recruiting this role.
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- {guilabel}`Interviewers`: select who should perform the interviews. Multiple people can be
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selected.
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- {guilabel}`Interview Form`: select an {ref}`Interview form <recruitment/interview>` that
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applicants fill out prior to their interview.
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- {guilabel}`Contract Template`: select a contract template to be used when offering the job to a
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candidate.
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- {guilabel}`Process Details` section: this section contains information that is displayed online
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for the job position. This informs the applicants of the timeline and steps for the recruitment
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process, so they know when to expect a reply.
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- {guilabel}`Time to Answer`: enter the number of days before the applicant is contacted.
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- {guilabel}`Process`: enter the various stages the candidate goes through during the recruitment
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process.
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- {guilabel}`Days to get an Offer`: enter the number of days before the applicant should expect
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an offer after the recruitment process has ended.
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:::{note}
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The {guilabel}`Process Details` section is a text field. All answers are typed in rather than
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selected from a drop-down menu. The text is displayed on the website exactly as it appears in
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this tab.
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:::
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Finally, enter the job description in the {guilabel}`Job Summary` tab.
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```{image} new_job/recruitment-tab.png
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:align: center
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:alt: Enter job information details in the recruitment tab.
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```
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(recruitment-interview)=
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### Create interview form
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An *Interview Form* is used to determine if a candidate is a good fit for a job position. Interview
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forms can be as specific or general as desired, and can take the form of a certification, an exam,
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or a general questionnaire. Interview forms are determined by the recruitment team.
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Before creating an interview form, ensure the proper settings are enabled. Navigate to
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{menuselection}`Recruitment app --> Configuration --> Settings`, and under the
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{guilabel}`Recruitment Process` section, ensure the {guilabel}`Send Interview Survey` option is
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enabled.
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Since there are no pre-configured forms in Odoo, all interview forms must be created. To create an
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interview form, start from the {guilabel}`Recruitment` tab of the {guilabel}`Job Position` form. In
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the {guilabel}`Interview Form` field, enter a name for the new interview form. As the name is typed,
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several options populate beneath the entry: {guilabel}`Create (interview form name)`,
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{guilabel}`Search More...`, and {guilabel}`Create and edit...`. Click {guilabel}`Create and edit...`
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and a {guilabel}`Create Interview Form` modal appears.
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```{image} new_job/blank-interview-form.png
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:align: center
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:alt: The blank interview form modal.
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```
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:::{note}
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The option {guilabel}`Search More...` only appears if there are any interview forms already
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created. If no interview forms exist, the only options available are {guilabel}`Create (interview
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form name)`, and {guilabel}`Create and edit...`.
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:::
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Proceed to fill out the modal interview form as a typical survey. For specific directions on how to
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create a survey, refer to the {doc}`survey essentials <../../marketing/surveys/create>` document,
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which provides step-by-step instructions on how to create and configure a survey.
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