From 11a2af286d8109e1688d946e9abf18875b50dd3d Mon Sep 17 00:00:00 2001 From: "Lara Martini (larm)" Date: Fri, 5 Jul 2024 12:37:13 -0400 Subject: [PATCH] [ADD] Recruitment: offer job positions closes odoo/documentation#10099 Signed-off-by: Lara Martini (larm) --- content/applications/hr/recruitment.rst | 135 +-------------- .../hr/recruitment/offer_job_positions.rst | 160 ++++++++++++++++++ .../{ => offer_job_positions}/hired.png | Bin .../{ => offer_job_positions}/send-offer.png | Bin 4 files changed, 166 insertions(+), 129 deletions(-) create mode 100644 content/applications/hr/recruitment/offer_job_positions.rst rename content/applications/hr/recruitment/{ => offer_job_positions}/hired.png (100%) rename content/applications/hr/recruitment/{ => offer_job_positions}/send-offer.png (100%) diff --git a/content/applications/hr/recruitment.rst b/content/applications/hr/recruitment.rst index 2bfb0cb25..30b98f376 100644 --- a/content/applications/hr/recruitment.rst +++ b/content/applications/hr/recruitment.rst @@ -191,8 +191,8 @@ Odoo: - :ref:`Initial Qualification ` - :ref:`First Interview ` - :ref:`Second Interview ` -- :ref:`Contract Proposal ` -- :ref:`Contract Signed ` +- :doc:`Contract Proposal ` +- :ref:`Contract Signed ` The last column, :guilabel:`Contract Signed`, is folded by default. Folded columns appear gray, and the applicants in it are hidden from view. To expand the folded stage and view the applicant cards @@ -542,141 +542,18 @@ activities or emails configured. The recruiter can now :doc:`schedule a second i ` with the applicant, following the same process as the first interview. -.. _recruitment/contract-proposal: - -Contract proposal ------------------ - -When the applicant has passed the interview stages and an offer is ready to be sent, they can be -moved to the :guilabel:`Contract Proposal` stage. Drag and drop the applicant's card to the -:guilabel:`Contract Proposal` stage, or click on the :guilabel:`Contract Proposal` stage button at -the top-right of the individual applicant's card. - -The next step is to send an offer to the applicant. On the applicant's card, click the -:guilabel:`Generate Offer` button. A :guilabel:`Generate a Simulation Link` pop-up appears. Most -fields are pre-populated with information from the job position. If any necessary fields are blank, -enter the relevant information in the fields. - -.. note:: - Not all fields may appear on the :guilabel:`Generate a Simulation Link` pop-up. Depending on the - localization setting for the company and the applications installed, some fields may not appear. - For example if the *Fleet* application is not installed, any fields related to vehicles do not - appear on the pop-up window. - -Universal fields -~~~~~~~~~~~~~~~~ - -The following fields appear for all offers sent to applicants regardless of localization settings. - -- :guilabel:`Contract Template`: the template currently being used to populate the - :guilabel:`Generate a Simulation Link` pop-up window. To modify the template, click the - :guilabel:`Internal link` icon to the right of the drop-down arrow. Make any changes, then click - :guilabel:`Save & Close`. A different :guilabel:`Contract Template` can be selected using the - drop-down menu. -- :guilabel:`Job Position`: the name of the :guilabel:`Job Position` being offered to the - applicant. The selections available in the drop-down menu correspond to the :guilabel:`Job - Positions` configured on the main *Recruitment* dashboard. -- :guilabel:`Job Title`: the specific name of the position being offered to the applicant. -- :guilabel:`Department`: the :guilabel:`Department` the job position falls under. -- :guilabel:`Contract Start Date`: the date the contract takes effect. The default date is the - current date. To modify the date, click the drop-down to reveal a calendar. Use the :guilabel:`< - (left)` and :guilabel:`> (right)` arrows on either side of the month to navigate to the desired - month, then click on the :guilabel:`day` to select the date. -- :guilabel:`Yearly Cost`: the annual salary being offered. -- :guilabel:`Link Expiration Date`: job offers are only valid for a specific period of time. The - default expiration date is 30 days. Modify the expiration date, if desired. - -Send offer -~~~~~~~~~~ - -When the information is all updated, click :guilabel:`Send By Email` to send the offer to the -applicant. - -If the applicant does not have an email address listed on their applicant card, a warning appears in -a red box at the bottom of the :guilabel:`Generate a Simulation Link` pop-up window, stating -:guilabel:`The applicant does not have a valid email set. The Offer Link won't be able to be -completed.` Click :guilabel:`Discard`, enter an email on the applicant's card, then click the -:guilabel:`Generate Offer` button again. - -An email pop-up window loads. The default :guilabel:`Recruitment: Your Salary Package` email -template is used, and the :guilabel:`Recipients`, :guilabel:`Subject`, and email body are -pre-populated based on the email template. - -If any attachments need to be added, click the :guilabel:`Attachments` button and a file explorer -window appears. Navigate to the desired file, then click :guilabel:`Open` to attach it to the email. -The attachment loads, and is listed above the :guilabel:`Attachments` button. - -Once the email is ready to send, click :guilabel:`Send`. - -.. note:: - To send an offer, ensure the *Sign* application is installed. This is necessary so the offer can - be sent to the applicant by the recruiter. The applicant does not need any software installed. - -.. image:: recruitment/send-offer.png - :align: center - :alt: Send an email to the applicant with a link to the offered salary. - -Configure your package -~~~~~~~~~~~~~~~~~~~~~~ - -The email template includes a :guilabel:`Configure your package` button. This link takes the -applicant to a webpage where they can modify the proposed salary package, and enter their personal -information. - -Once the applicant is hired, the personal information entered on the webpage is imported to their -employee record, when created. - -If applicable, the applicant can modify their salary package. This option is not available for all -localizations. Depending on where the company is located, this option may not be available. - -Once all the information is completed, the applicant accepts the offer by clicking the -:guilabel:`Review Contract & Sign` button to accept the contract and sign it using the *Sign* -application. - -.. _recruitment/contract-signed: - -Contract signed ---------------- - -Once the applicant has accepted the offer and signed the contract, the next step is to move the -applicant to the :guilabel:`Contract Signed` stage. To move the applicant to the next stage, drag -and drop the applicant's card to the :guilabel:`Contract Signed` stage, or click the -:guilabel:`More` button at the top of the applicant's card to reveal the :guilabel:`Contract -Signed` stage button at the top of the individual applicant's card, and click :guilabel:`Contract -Signed`. - -The :guilabel:`Contract Signed` stage is folded in the Kanban view, but the card may still be -dragged and dropped into that stage. - -Once the applicant's card moves to the :guilabel:`Contract Signed` stage, a green :guilabel:`HIRED` -banner appears in the top-right of the applicant's card. - -.. image:: recruitment/hired.png - :align: center - :alt: Hired banner in the top right corner of applicant card. - -Create employee -~~~~~~~~~~~~~~~ - -Once the applicant has been hired, the next step is to create an employee record of them. On the -applicant's card, click the :guilabel:`Create Employee` button in the top-left. An employee form -appears, and any information from the applicant's card that can be imported into the employee card -appears in the form. - -Fill out the rest of the form. For detailed information on the fields, refer to the -:doc:`employees/new_employee` documentation. When done, the employee record is saved in the -*Employees* app. - .. seealso:: - recruitment/new_job - - recruitment/schedule_interviews - recruitment/add-new-applicants + - recruitment/schedule_interviews + - recruitment/offer_job_positions - recruitment/refuse_applicant .. toctree:: :titlesonly: recruitment/new_job - recruitment/schedule_interviews recruitment/add-new-applicants + recruitment/schedule_interviews + recruitment/offer_job_positions recruitment/refuse_applicant diff --git a/content/applications/hr/recruitment/offer_job_positions.rst b/content/applications/hr/recruitment/offer_job_positions.rst new file mode 100644 index 000000000..fc96d925d --- /dev/null +++ b/content/applications/hr/recruitment/offer_job_positions.rst @@ -0,0 +1,160 @@ +=================== +Offer job positions +=================== + +Once an applicant has successfully passed the various interview stages, the recruitment team is +ready to send an offer for employment. The next step is to send the applicant a contract. + +.. seealso:: + Refer to the :doc:`recruitment <../recruitment>` documentation for details on the various stages + of the recruitment process. + +Contract proposal +================= + +When an offer is ready to be sent, first open the applicant's card by navigating to the +:menuselection:`Recruitment app`, and clicking on the desired job position card. + +From the resulting :guilabel:`Job Positions` Kanban view, the corresponding applicant card can be +dragged-and-dropped to the :guilabel:`Contract Proposal` stage. Or, click into the desired +applicant's card, and click the :guilabel:`Contract Proposal` stage, located in the status bar in +the top-right of the applicant's form. + +The next step is to send an offer to the applicant. Start by selecting the desired applicant's card +to open their applicant form. + +On the applicant's form, click the :guilabel:`Generate Offer` button. A :guilabel:`Generate a +Simulation Link` pop-up window appears. + +Most fields are pre-populated with information from the job position. If any necessary fields are +blank, or if any information needs to be updated, enter, or update, the relevant information in the +corresponding fields. + +.. note:: + Depending on the localization setting for the company, and which applications are installed, some + fields may not appear in the :guilabel:`Generate a Simulation Link` pop-up window. + + For example, if the *Fleet* application is **not** installed, any fields related to vehicles do + **not** appear. + +Universal fields +---------------- + +The following fields appear in the :guilabel:`Generate a Simulation Link` pop-up window, regardless +of the localization. + +- :guilabel:`Contract Template`: the template currently being used to populate the + :guilabel:`Generate a Simulation Link` pop-up window. Use the drop-down menu to select a different + :guilabel:`Contract Template`, if desired. + + .. note:: + To modify the template, hover over the current template name, and click the :icon:`oi-launch` + :guilabel:`Internal link` icon that appears to the right of the field. Make any desired + changes, then click :guilabel:`Save & Close`. + +- :guilabel:`Job Position`: the name of the :guilabel:`Job Position` being offered to the applicant. + The selections available in the drop-down menu correspond to the job position configured on the + main *Recruitment* dashboard. +- :guilabel:`Job Title`: the selected :guilabel:`Job Position` populates this field, by default. + The title can be modified to suit the specific applicant's position and provide more details. + + .. example:: + An applicant is offered a marketing manager job at a shoe company, specifically for the + children's line. + + The :guilabel:`Job Position` selected from the drop-down menu is `Marketing Manager`, and the + :guilabel:`Job Title` is modified for their specific responsibilities, `Marketing Manager: + Children's Shoes`. + +- :guilabel:`Department`: the department the job position falls under. +- :guilabel:`Contract Start Date`: the date the contract takes effect. The default date is the + current date. To modify the date, click on the displayed date to reveal a calendar popover window. + Navigate to the desired month, then click the day to select the date. +- :guilabel:`Yearly Cost`: the annual salary being offered. +- :guilabel:`Link Expiration Date`: the number of days the job offer is valid. The default + expiration date is `30` days. Modify the expiration date, if desired. + +Send offer +---------- + +Once the :guilabel:`Generate a Simulation Link` pop-up window is complete, click :guilabel:`Send By +Email` to reveal an email pop-up window. + +.. important:: + If the applicant does not have an email address listed on their applicant card, a warning appears + in a red box at the bottom of the :guilabel:`Generate a Simulation Link` pop-up window, stating: + :guilabel:`The applicant does not have a valid email set. The Offer Link won't be able to be + completed.` Click :guilabel:`Discard`, then enter an email on the applicant's card. Once an email + is entered, click the :guilabel:`Generate Offer` button, and the email pop-up window loads again. + +The default :guilabel:`Recruitment: Your Salary Package` email template is used (set in the +:guilabel:`Load template` field), and the :guilabel:`Recipients`, :guilabel:`Subject`, and email +body are pre-populated based on the email template. + +If any attachments need to be added, click the :icon:`fa-paperclip` :guilabel:`Attachments` button, +and a file explorer window appears. Navigate to the desired file, then click :guilabel:`Open` to +attach it to the email. The attachment loads, and is listed above the :icon:`fa-paperclip` +:guilabel:`Attachments` button. + +Once the email is ready to send, click :guilabel:`Send`. The email pop-up window closes, and an +:guilabel:`Offers` smart button appears at the top of the applicant's card. + +.. note:: + To send an offer, ensure the *Sign* application is installed. This is necessary, so the offer can + be sent to the applicant by the recruiter, and they can actually sign the offer. The applicant + does **not** need any software installed to sign the offer. + +.. image:: offer_job_positions/send-offer.png + :align: center + :alt: Send an email to the applicant with a link to the offered salary. + +Configure your package +---------------------- + +If applicable, the applicant can modify their salary package. This option is not available for all +localizations. Depending on where the company is located, this option may not be available. + +The email template includes a :guilabel:`Configure your package` button. This link takes the +applicant to a webpage, where they can modify the proposed salary package, and enter their personal +information. + +Once the applicant is hired, the personal information entered on the webpage is imported to their +employee record, when created. + +Once all the information is completed, the applicant can then accept the offer by clicking the +:guilabel:`Review Contract & Sign` button to accept the contract, and sign it using the *Sign* +application. + +.. _recruitment/offer_job_positions/contract-signed: + +Contract signed +=============== + +Once the applicant has accepted the offer and signed the contract, the next step is to move the +applicant to the :guilabel:`Contract Signed` stage. This stage is folded in the Kanban view, by +default. + +To move the applicant to that stage, drag-and-drop the applicant's card to the :guilabel:`Contract +Signed` stage. If the stage is not visible, click the :icon:`fa-ellipsis-h` :guilabel:`(ellipsis)` +button to the right of :guilabel:`Contract Proposal` on the applicant's form, and click +:guilabel:`Contract Signed` from the resulting drop-down menu. + +Once the applicant is moved to the :guilabel:`Contract Signed` stage, a green :guilabel:`HIRED` +banner appears in the top-right of the applicant's card and form. + +.. image:: offer_job_positions/hired.png + :align: center + :alt: Hired banner in the top right corner of applicant card. + +Create employee +=============== + +Once the applicant has been hired, the next step is to create their employee record. Click the +:guilabel:`Create Employee` button in the top-left corner of the hired applicant's form. + +An employee form appears, with information from the applicant's card, and the employee contract. + +Fill out the rest of the employee form. For detailed information on the fields, refer to the +:doc:`../employees/new_employee` documentation. + +Once completed, the employee record is saved in the *Employees* app. diff --git a/content/applications/hr/recruitment/hired.png b/content/applications/hr/recruitment/offer_job_positions/hired.png similarity index 100% rename from content/applications/hr/recruitment/hired.png rename to content/applications/hr/recruitment/offer_job_positions/hired.png diff --git a/content/applications/hr/recruitment/send-offer.png b/content/applications/hr/recruitment/offer_job_positions/send-offer.png similarity index 100% rename from content/applications/hr/recruitment/send-offer.png rename to content/applications/hr/recruitment/offer_job_positions/send-offer.png