[ADD] Referrals: new rewards doc

closes odoo/documentation#9615

Signed-off-by: Lara Martini (larm) <larm@odoo.com>
This commit is contained in:
Lara Martini (larm) 2024-06-03 13:10:38 -04:00
parent 3b1f9f6df2
commit 148549b3d0
4 changed files with 93 additions and 69 deletions

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@ -11,9 +11,9 @@ recruitment pipeline. Once enough referral points are earned, they can be exchan
*Referrals* application integrates with the *Employees*, *Recruitment*, and *Website* applications,
all of which must be installed in order for the *Referrals* application to function.
The only configurations needed for the *Referrals* application *after* installation are related to
the :ref:`rewards <referrals/rewards>`; everything else is pre-configured when Odoo *Referrals* is
installed.
The only configurations needed for the *Referrals* application *after* it has been installed, are
related to the :doc:`rewards <referrals/rewards>`; everything else is pre-configured when Odoo
*Referrals* is installed.
Users with either :guilabel:`Referral User`, :guilabel:`Officer`, or :guilabel:`Administrator`
access rights for the *Recruitment* application have access to the *Referrals* application. Only
@ -238,71 +238,6 @@ check mark appears next to the stage.
earned for each stage are done in the *Recruitment* application. Refer to the
:ref:`Recruitment <recruitment/modify-stages>` documentation to modify the points for each stage.
.. _referrals/rewards:
Rewards
=======
Create rewards
--------------
The rewards are the only configurations needed when setting up the *Referrals* application. Only
users with :guilabel:`Administrator` rights for the *Recruitment* application can create or modify
rewards. To add rewards, navigate to :menuselection:`Referrals app --> Configuration --> Rewards`.
Click :guilabel:`New`, and a reward form loads. Enter the following information on the form:
- :guilabel:`Product Name`: enter the name as it should appear for the reward.
- :guilabel:`Cost`: enter the amount of points required to redeem the reward.
- :guilabel:`Company`: using the drop-down menu, select the company the reward appears for. If a
reward is to be used for several companies, each company needs to have a record of the reward,
with the company listed on the form. This field only appears if in a multi-company environment.
- :guilabel:`Gift Responsible`: select the person who will be responsible for procuring and
delivering the reward to the recipient, using the drop-down menu. This person is alerted when the
reward is bought in the *Referrals* application, so they know when to deliver the reward to the
recipient.
- :guilabel:`Description`: type in the description for the reward. This will be visible on the
reward card, beneath the title.
- :guilabel:`Photo`: add a photo of the reward, which appears on the rewards page. Hover over the
image square, and two icons appear, a :guilabel:`✏️ (pencil)` and a :guilabel:`🗑️ (garbage can)`.
Click the :guilabel:`✏️ (pencil)` icon, and a file explorer appears. Navigate to the photo file,
then click :guilabel:`Open` to select it.
The only required fields are the :guilabel:`Product Name`, :guilabel:`Company` (if applicable), and
:guilabel:`Description`.
.. image:: referrals/rewards.png
:align: center
:alt: A filled out reward form with all details entered.
.. important::
It is advised to enter a :guilabel:`Cost` and add a :guilabel:`Photo`. If a cost is not entered,
the default cost will be listed as zero, which would list the reward as free in the reward shop.
If a photo is not selected, a placeholder icon will be displayed on the rewards page.
Redeem rewards
--------------
To redeem points for a reward, click the :guilabel:`Rewards` button on the main Referrals dashboard.
All the configured rewards are listed in individual reward cards. The points required to purchase
the reward is listed in the top-right corner of the card. If the user has enough points to purchase
a reward, a :guilabel:`🧺 (basket) Buy` button appears at the bottom of the reward card. If they do
not have enough points for a reward, the reward card displays :guilabel:`You need another (x) points
to buy this` instead of a buy button.
Click the :guilabel:`🧺 (basket) Buy` button on a reward to purchase it. A :guilabel:`Confirmation`
pop-up window appears, asking if the user is sure they want to purchase the reward. Click
:guilabel:`OK` to purchase the item, or :guilabel:`Cancel` to close the window and cancel the
purchase.
After :guilabel:`OK` is clicked, the pop-up window closes, and the points used to purchase the
reward are subtracted from the user's available points. The rewards presented are now updated to
reflect the user's current available points.
.. image:: referrals/redeem-rewards.png
:align: center
:alt: Buy button appears below a mug and backpack reward, while the bicycle reward states how
many more reward points are needed to redeem.
.. _referrals/levels:
Levels
@ -470,8 +405,10 @@ spreadsheet from the drop-down menu, or select :guilabel:`New Spreadsheet`. Clic
to use the :guilabel:`Insert in Spreadsheet` option.
.. seealso::
:doc:`referrals/share_jobs`
- :doc:`referrals/share_jobs`
- :doc:`referrals/rewards`
.. toctree::
referrals/share_jobs
referrals/rewards

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@ -0,0 +1,87 @@
=======
Rewards
=======
After employees have successfully earned referral points, they can exchange their points by
purchasing rewards in Odoo's *Referrals* application. Rewards **must** be :ref:`created and
configured <referrals/create>` before employees can :ref:`redeem points for rewards
<referrals/redeem>`.
.. _referrals/create:
Create rewards
==============
Rewards are the only configurations needed when setting up the *Referrals* application.
Only users with :guilabel:`Administrator` rights for the *Recruitment* application can create or
modify rewards.
To add rewards, navigate to :menuselection:`Referrals app --> Configuration --> Rewards`. Click
:guilabel:`New`, and a reward form loads. Enter the following information on the form:
- :guilabel:`Product Name`: enter the name as it should appear for the reward. This field is
required.
- :guilabel:`Cost`: enter the amount of points required to redeem the reward.
- :guilabel:`Company`: using the drop-down menu, select the company the reward is configured for. If
a reward is available for multiple companies, each company **must** configure a reward for their
specific company. This field **only** appears if in a multi-company environment; if this field
appears, it is required.
.. example::
A corporation with three different companies offers a gift card as a reward. In the database,
there are three separate rewards listed for a gift card, one for each of the three companies.
- :guilabel:`Gift Responsible`: using the drop-down menu, select the person responsible for
procuring and delivering the reward to the recipient. This person is alerted when the reward is
bought in the *Referrals* application, so they know when to deliver the reward to the recipient.
- :guilabel:`Photo`: add a photo of the reward, which appears on the rewards page. Hover over the
image box in the top-right corner (a square with a camera and plus sign inside it), and a
:icon:`fa-pencil` :guilabel:`(pencil)` icon appears. Click the :icon:`fa-pencil`
:guilabel:`(pencil)` icon to select and add a photo to the reward form. Once a photo is added,
hovering over the image reveals two icons instead of one: a :icon:`fa-pencil`
:guilabel:`(pencil)` icon and a :icon:`fa-trash-o` :guilabel:`(trash can)` icon. Click the
:icon:`fa-trash-o` :guilabel:`(trash can)` icon to delete the currently selected image.
- :guilabel:`Description` tab: type in the description for the reward. This is visible on the reward
card, beneath the title. This field is required.
.. image:: rewards/rewards.png
:align: center
:alt: A filled out reward form with all details entered.
.. important::
It is advised to enter a :guilabel:`Cost` and add a :guilabel:`Photo`. If a cost is not entered,
the default cost is listed as zero, which would list the reward as free in the reward shop. If a
photo is not selected, a placeholder icon is displayed on the rewards page.
.. _referrals/redeem:
Redeem rewards
==============
In order to redeem a reward, points must be earned. These points can then be used to purchase a
reward.
To purchase a reward, click the :guilabel:`Rewards` button on the main :guilabel:`Referrals`
dashboard. All the configured rewards are listed in individual reward cards.
The required point amount needed to purchase a reward is listed in the top-right corner of the card.
If the user has enough points to purchase a reward, a :icon:`fa-shopping-basket` :guilabel:`Buy`
button appears at the bottom of the reward card. If they do not have enough points for a reward, the
reward card displays :guilabel:`You need another (x) points to buy this`, instead of a
:icon:`fa-shopping-basket` :guilabel:`Buy` button.
Click the :icon:`fa-shopping-basket` :guilabel:`Buy` button on a reward to purchase it. A
:guilabel:`Confirmation` pop-up window appears, asking if the user is sure they want to purchase the
reward. Click :guilabel:`OK` to purchase the item, or :guilabel:`Cancel` to close the window, and
cancel the purchase.
After :guilabel:`OK` is clicked, the pop-up window closes, and the points used to purchase the
reward are subtracted from the user's available points. The rewards presented are now updated to
reflect the user's current available points.
.. image:: rewards/redeem-rewards.png
:align: center
:alt: Buy button appears below a mug and backpack reward, while the bicycle reward states how
many more reward points are needed to redeem.

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