[ADD] Recruitment: New refuse applicants doc

closes odoo/documentation#9723

X-original-commit: cd32574f88
Signed-off-by: Lara Martini (larm) <larm@odoo.com>

content/applications/hr/recruitment.rst

@@ -490,106 +490,6 @@ the email pop-up.
    :alt: Send a custom survey, also referred to as an interview form, to an applicant using a
          pre-configured template.
 
-Refuse
-~~~~~~
-
-At any point in the recruitment pipeline, an applicant can be refused from the job application
-process. To refuse an applicant, click on an applicant's card to navigate to a detailed view of the
-applicant's card. At the top of the applicant's card, there are several buttons. Click the one
-labeled :guilabel:`Refuse`.
-
-A :guilabel:`Refuse Reason` pop-up window appears. Click the :guilabel:`Refuse Reason` from the
-presented options. The default refuse reasons in Odoo, and their corresponding email templates, are:
-
-.. list-table::
-   :header-rows: 1
-   :stub-columns: 1
-
-   * - Email Template
-     - Refusal Reason
-   * - :guilabel:`Recruitment: Refuse`
-     - | :guilabel:`Doesn't fit the job requirements`
-       | :guilabel:`Language issues`
-       | :guilabel:`Role already fulfilled`
-       | :guilabel:`Duplicate`
-       | :guilabel:`Spam`
-   * - :guilabel:`Recruitment: Not interested anymore`
-     - | :guilabel:`Refused by Applicant: don't like job`
-       | :guilabel:`Refused by Applicant: better offer`
-       | :guilabel:`Refused by Applicant: salary`
-
-Additional refusal reasons :ref:`can be created and existing ones can be modified or deleted
-<recruitment/new-refuse>`.
-
-.. note::
-   Pre-configured email templates in Odoo sometimes use dynamic placeholders, which are customized
-   pieces of data that populate dynamic content. For example, if the applicant's name is a piece of
-   dynamic content, the applicant's name appears anytime that dynamic placeholder appears on the
-   email template. For more detailed information on email templates, refer to the
-   :doc:`../general/companies/email_template` documentation.
-
-After a :guilabel:`Refuse Reason` is selected, two fields appear below the refusal reason:
-:guilabel:`Send Email` and :guilabel:`Email Template`.
-
-The applicant's email address automatically populates the :guilabel:`Send Email` field; additional
-email recipients cannot be added. If an email should **not** be sent to the applicant, uncheck the
-:guilabel:`Send Email` checkbox.
-
-The email template associated with the refusal reason populates the :guilabel:`Email Template`
-field. If a different email template is desired, select a different template from the
-:guilabel:`Email Template` drop-down menu. To view the email template, click the :guilabel:`External
-Link` icon to the right of the :guilabel:`Email Template` field. The email template loads in a
-:guilabel:`Open: Email Template` pop-up window, and can be modified if needed. After making
-modifications, click :guilabel:`Save & Close`.
-
-To send the refusal email to the applicant, click :guilabel:`Refuse`. The refusal email is sent to
-the applicant, and a :guilabel:`Refused` banner appears on the applicant's card in the top-right
-corner.
-
-.. image:: recruitment/refuse.png
-   :align: center
-   :alt: An applicant's card with the refused banner appearing in the top-right corner in red.
-
-After refusal, the applicant's card is no longer visible in the job position's Kanban view. To view
-the refused applicants only, click the :guilabel:`▼ Toggle Search Panel` button in the search box,
-then click :guilabel:`Refused` under the :guilabel:`Filters` section. All applicants that have been
-refused for the job position appear, in the stage they were when they were refused.
-
-To view all applicants that have been refused from all job positions, navigate to the
-:menuselection:`Recruitment app --> Applications --> All Applications`. Click the :guilabel:`▼
-Toggle Search Panel` button in the search box, then click :guilabel:`Refused` under the
-:guilabel:`Filters` section. All applications for all job positions are presented in a list view,
-organized by stage.
-
-.. _recruitment/new-refuse:
-
-Create or modify refuse reasons
-*******************************
-
-To view all currently configured refuse reasons, navigate to :menuselection:`Recruitment app -->
-Settings --> Applications: Refuse Reasons`. All the refuse reasons appear in a list view.
-
-To create a new refuse reason, click the :guilabel:`New` button in the top-left corner. A blank
-line appears at the bottom of the :guilabel:`Description` column.
-
-Type in the new refuse reason in the field. It is recommended to enter a reason that is short and
-concise, such as `offer expired` or `withdrew application`.
-
-Then, in the :guilabel:`Email Template` field, click on the field to reveal a drop-down menu.
-Select an :guilabel:`Email Template` from the list to be used when this refuse reason is selected.
-
-If a new :guilabel:`Email Template` is desired, type in the name for the new template in the field.
-Then, click :guilabel:`Create and edit...` and a :guilabel:`Create Email Template` form pop-up
-window appears.
-
-Enter a :guilabel:`Name` for the form and an email :guilabel:`Subject` in the corresponding fields.
-Enter the email content in the :guilabel:`Content` tab. Make any other desired modifications to the
-template, then click :guilabel:`Save & Close` to save the template and return to the
-:guilabel:`Refuse Reasons` list. The new template appears in the new refuse reason :guilabel:`Email
-Template` field.
-
-To make any modifications to a refuse reason, click on the line, and make any desired changes.
-
 New applicant
 ~~~~~~~~~~~~~
 
@@ -1132,3 +1032,4 @@ Fill out the rest of the form. For detailed information on the fields, refer to
    :titlesonly:
 
    recruitment/new_job
+   recruitment/refuse_applicant

content/applications/hr/recruitment/refuse_applicant.rst

@@ -0,0 +1,144 @@
+=================
+Refuse applicants
+=================
+
+At any point in the recruitment process, an applicant can be refused for a job position.
+
+To refuse an applicant, start by navigating to the applicant's card in the *Recruitment* app. This
+is done in one of two ways:
+
+- Navigate to :menuselection:`Recruitment app --> Applications --> All Applications`. In the
+  :guilabel:`Applications` list, click anywhere on the desired applicant's line to open that
+  specific applicant's card.
+- Navigate to the main *ob Positions* dashboard by navigating to :menuselection:`Recruitment app
+  --> Applications --> By Job Position`. Next, click on the desired job position card, then click on
+  the individual applicant card from the :guilabel:`Applications` page.
+
+At the top of the applicant's card, there are several buttons. Click the one labeled
+:guilabel:`Refuse`.
+
+.. _recruitment/refuse-reasons:
+
+Refuse reasons
+==============
+
+*Refuse reasons* allow recruiters to document why an applicant was not a good fit, and send specific
+refusal reason email templates to the applicant.
+
+Clicking :guilabel:`Refuse` on an applicant's form makes the :guilabel:`Refuse Reason` pop-up window
+appear.
+
+The default refuse reasons in Odoo, and their corresponding email templates, are:
+
+.. list-table::
+   :header-rows: 1
+   :stub-columns: 1
+
+   * - Email Template
+     - Refusal Reason
+   * - :guilabel:`Recruitment: Refuse`
+     - | :guilabel:`Doesn't fit the job requirements`
+       | :guilabel:`Language issues`
+       | :guilabel:`Role already fulfilled`
+       | :guilabel:`Duplicate`
+       | :guilabel:`Spam`
+   * - :guilabel:`Recruitment: Not interested anymore`
+     - | :guilabel:`Refused by Applicant: don't like job`
+       | :guilabel:`Refused by Applicant: better offer`
+       | :guilabel:`Refused by Applicant: salary`
+
+Additional refusal reasons :ref:`can be created, and existing ones can be modified (or deleted)
+<recruitment/new-refuse>`.
+
+Select a refusal reason to :ref:`send a refusal email <recruitment/send-refusal-email>`.
+
+.. _recruitment/new-refuse:
+
+Create or modify refuse reasons
+-------------------------------
+
+To view and configure refuse reasons, navigate to :menuselection:`Recruitment app --> Configuration
+--> Applications: Refuse Reasons`. Doing so reveals the :guilabel:`Refuse Reasons` page, where all
+the existing refuse reasons are listed.
+
+To create a new refuse reason from the :guilabel:`Refuse Reasons` page, click the :guilabel:`New`
+button in the top-left corner. A blank line appears at the bottom of the list, with an empty field
+present in the :guilabel:`Description` column.
+
+Type in the new refuse reason in the field. It is recommended to enter a reason that is short and
+concise, such as `Offer expired` or `Withdrew application`.
+
+Then, in the :guilabel:`Email Template` field, click on the field to reveal a drop-down menu.
+Select an :guilabel:`Email Template` from the list to be used when this refuse reason is selected.
+
+If a new :guilabel:`Email Template` is desired, type in the name for the new template in the field.
+Then, click :guilabel:`Create and edit...`, and a :guilabel:`Create Email Template` form pop-up
+window appears.
+
+In the :guilabel:`Create Email Template` pop-up window, enter a :guilabel:`Name` for the form, and
+an email :guilabel:`Subject` in the corresponding fields.
+
+Enter the desired email content in the :guilabel:`Content` tab. Proceed to make any other
+modifications to the template in the :guilabel:`Email Configuration` and :guilabel:`Settings` tabs,
+then click :guilabel:`Save & Close` to save the template. Upon clicking that, Odoo returns to the
+:guilabel:`Refuse Reasons` list.
+
+The new template appears in the new refuse reason :guilabel:`Email Template` field.
+
+.. note::
+   Pre-configured recruitment refusal email templates in Odoo use dynamic placeholders, which are
+   personalized placeholders that populate data from the applicant's record in the email body.
+
+   For example, if the applicant's name is a used in a dynamic placeholder, the applicant's name
+   appears anytime that dynamic placeholder appears on the email template.
+
+   For more detailed information on email templates, refer to the
+   :doc:`../../general/companies/email_template` documentation.
+
+.. _recruitment/send-refusal-email:
+
+Send refusal email
+==================
+
+After clicking the :guilabel:`Refuse` button on an applicant form, a :ref:`Refuse Reason
+<recruitment/refuse-reasons>` can be selected from the :guilabel:`refuse reason` pop-up window.
+Then, two fields appear below the selected refusal reason: :guilabel:`Send Email` and
+:guilabel:`Email Template`.
+
+.. image:: refuse_applicant/refuse-pop-up.png
+   :align: center
+   :alt: The Refuse Reason pop-up window that appears when refusing an applicant.
+
+The applicant's email address automatically populates the :guilabel:`Send Email` field; additional
+email recipients **cannot** be added.
+
+If an email should **not** be sent to the applicant, uncheck the :guilabel:`Send Email` checkbox.
+
+The email template associated with the refusal reason populates the :guilabel:`Email Template`
+field. If a different email template is desired, select a different template from the
+:guilabel:`Email Template` drop-down menu.
+
+To send the refusal email to the applicant, ensure the :guilabel:`Send Email` checkbox is ticked,
+then click :guilabel:`Refuse` at the bottom of the :guilabel:`Refuse Reason` pop-up window. The
+refusal email is sent to the applicant, and a red :guilabel:`Refused` banner appears on the
+applicant's card in the top-right corner.
+
+.. image:: refuse_applicant/refuse.png
+   :align: center
+   :alt: An applicant's card with the refused banner appearing in the top-right corner in red.
+
+View refused applicants
+=======================
+
+After refusal, the applicant's card is no longer visible in the job position's Kanban view. However,
+it is still possible to view applicants who have been refused.
+
+To view only the refused applicants, go to :menuselection:`Recruitment app --> Applications --> By
+Job Positions`, or :menuselection:`Recruitment app --> Applications --> All Applications`.
+
+On the :guilabel:`Applications` page, click the :icon:`fa-caret-down` :guilabel:`(caret down)`
+button in the :guilabel:`Search...` bar, then click :guilabel:`Refused`, located under the
+:guilabel:`Filters` section.
+
+All applicants that have been refused for the job position appear on the :guilabel:`Applications`
+page for that position, organized by the stage they were in when they were refused.