[ADD] Referrals: new rewards doc
closes odoo/documentation#9615 Signed-off-by: Lara Martini (larm) <larm@odoo.com>
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@ -11,9 +11,9 @@ recruitment pipeline. Once enough referral points are earned, they can be exchan
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*Referrals* application integrates with the *Employees*, *Recruitment*, and *Website* applications,
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all of which must be installed in order for the *Referrals* application to function.
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The only configurations needed for the *Referrals* application *after* installation are related to
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the :ref:`rewards <referrals/rewards>`; everything else is pre-configured when Odoo *Referrals* is
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installed.
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The only configurations needed for the *Referrals* application *after* it has been installed, are
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related to the :doc:`rewards <referrals/rewards>`; everything else is pre-configured when Odoo
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*Referrals* is installed.
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Users with either :guilabel:`Referral User`, :guilabel:`Officer`, or :guilabel:`Administrator`
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access rights for the *Recruitment* application have access to the *Referrals* application. Only
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@ -238,71 +238,6 @@ check mark appears next to the stage.
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earned for each stage are done in the *Recruitment* application. Refer to the
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:ref:`Recruitment <recruitment/modify-stages>` documentation to modify the points for each stage.
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.. _referrals/rewards:
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Rewards
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=======
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Create rewards
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--------------
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The rewards are the only configurations needed when setting up the *Referrals* application. Only
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users with :guilabel:`Administrator` rights for the *Recruitment* application can create or modify
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rewards. To add rewards, navigate to :menuselection:`Referrals app --> Configuration --> Rewards`.
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Click :guilabel:`New`, and a reward form loads. Enter the following information on the form:
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- :guilabel:`Product Name`: enter the name as it should appear for the reward.
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- :guilabel:`Cost`: enter the amount of points required to redeem the reward.
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- :guilabel:`Company`: using the drop-down menu, select the company the reward appears for. If a
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reward is to be used for several companies, each company needs to have a record of the reward,
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with the company listed on the form. This field only appears if in a multi-company environment.
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- :guilabel:`Gift Responsible`: select the person who will be responsible for procuring and
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delivering the reward to the recipient, using the drop-down menu. This person is alerted when the
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reward is bought in the *Referrals* application, so they know when to deliver the reward to the
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recipient.
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- :guilabel:`Description`: type in the description for the reward. This will be visible on the
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reward card, beneath the title.
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- :guilabel:`Photo`: add a photo of the reward, which appears on the rewards page. Hover over the
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image square, and two icons appear, a :guilabel:`✏️ (pencil)` and a :guilabel:`🗑️ (garbage can)`.
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Click the :guilabel:`✏️ (pencil)` icon, and a file explorer appears. Navigate to the photo file,
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then click :guilabel:`Open` to select it.
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The only required fields are the :guilabel:`Product Name`, :guilabel:`Company` (if applicable), and
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:guilabel:`Description`.
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.. image:: referrals/rewards.png
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:align: center
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:alt: A filled out reward form with all details entered.
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.. important::
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It is advised to enter a :guilabel:`Cost` and add a :guilabel:`Photo`. If a cost is not entered,
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the default cost will be listed as zero, which would list the reward as free in the reward shop.
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If a photo is not selected, a placeholder icon will be displayed on the rewards page.
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Redeem rewards
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--------------
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To redeem points for a reward, click the :guilabel:`Rewards` button on the main Referrals dashboard.
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All the configured rewards are listed in individual reward cards. The points required to purchase
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the reward is listed in the top-right corner of the card. If the user has enough points to purchase
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a reward, a :guilabel:`🧺 (basket) Buy` button appears at the bottom of the reward card. If they do
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not have enough points for a reward, the reward card displays :guilabel:`You need another (x) points
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to buy this` instead of a buy button.
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Click the :guilabel:`🧺 (basket) Buy` button on a reward to purchase it. A :guilabel:`Confirmation`
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pop-up window appears, asking if the user is sure they want to purchase the reward. Click
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:guilabel:`OK` to purchase the item, or :guilabel:`Cancel` to close the window and cancel the
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purchase.
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After :guilabel:`OK` is clicked, the pop-up window closes, and the points used to purchase the
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reward are subtracted from the user's available points. The rewards presented are now updated to
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reflect the user's current available points.
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.. image:: referrals/redeem-rewards.png
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:align: center
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:alt: Buy button appears below a mug and backpack reward, while the bicycle reward states how
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many more reward points are needed to redeem.
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.. _referrals/levels:
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Levels
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@ -470,8 +405,10 @@ spreadsheet from the drop-down menu, or select :guilabel:`New Spreadsheet`. Clic
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to use the :guilabel:`Insert in Spreadsheet` option.
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.. seealso::
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:doc:`referrals/share_jobs`
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- :doc:`referrals/share_jobs`
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- :doc:`referrals/rewards`
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.. toctree::
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referrals/share_jobs
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referrals/rewards
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87
content/applications/hr/referrals/rewards.rst
Normal file
87
content/applications/hr/referrals/rewards.rst
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@ -0,0 +1,87 @@
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=======
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Rewards
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=======
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After employees have successfully earned referral points, they can exchange their points by
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purchasing rewards in Odoo's *Referrals* application. Rewards **must** be :ref:`created and
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configured <referrals/create>` before employees can :ref:`redeem points for rewards
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<referrals/redeem>`.
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.. _referrals/create:
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Create rewards
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==============
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Rewards are the only configurations needed when setting up the *Referrals* application.
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Only users with :guilabel:`Administrator` rights for the *Recruitment* application can create or
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modify rewards.
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To add rewards, navigate to :menuselection:`Referrals app --> Configuration --> Rewards`. Click
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:guilabel:`New`, and a reward form loads. Enter the following information on the form:
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- :guilabel:`Product Name`: enter the name as it should appear for the reward. This field is
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required.
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- :guilabel:`Cost`: enter the amount of points required to redeem the reward.
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- :guilabel:`Company`: using the drop-down menu, select the company the reward is configured for. If
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a reward is available for multiple companies, each company **must** configure a reward for their
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specific company. This field **only** appears if in a multi-company environment; if this field
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appears, it is required.
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.. example::
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A corporation with three different companies offers a gift card as a reward. In the database,
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there are three separate rewards listed for a gift card, one for each of the three companies.
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- :guilabel:`Gift Responsible`: using the drop-down menu, select the person responsible for
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procuring and delivering the reward to the recipient. This person is alerted when the reward is
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bought in the *Referrals* application, so they know when to deliver the reward to the recipient.
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- :guilabel:`Photo`: add a photo of the reward, which appears on the rewards page. Hover over the
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image box in the top-right corner (a square with a camera and plus sign inside it), and a
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:icon:`fa-pencil` :guilabel:`(pencil)` icon appears. Click the :icon:`fa-pencil`
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:guilabel:`(pencil)` icon to select and add a photo to the reward form. Once a photo is added,
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hovering over the image reveals two icons instead of one: a :icon:`fa-pencil`
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:guilabel:`(pencil)` icon and a :icon:`fa-trash-o` :guilabel:`(trash can)` icon. Click the
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:icon:`fa-trash-o` :guilabel:`(trash can)` icon to delete the currently selected image.
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- :guilabel:`Description` tab: type in the description for the reward. This is visible on the reward
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card, beneath the title. This field is required.
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.. image:: rewards/rewards.png
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:align: center
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:alt: A filled out reward form with all details entered.
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.. important::
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It is advised to enter a :guilabel:`Cost` and add a :guilabel:`Photo`. If a cost is not entered,
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the default cost is listed as zero, which would list the reward as free in the reward shop. If a
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photo is not selected, a placeholder icon is displayed on the rewards page.
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.. _referrals/redeem:
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Redeem rewards
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==============
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In order to redeem a reward, points must be earned. These points can then be used to purchase a
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reward.
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To purchase a reward, click the :guilabel:`Rewards` button on the main :guilabel:`Referrals`
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dashboard. All the configured rewards are listed in individual reward cards.
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The required point amount needed to purchase a reward is listed in the top-right corner of the card.
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If the user has enough points to purchase a reward, a :icon:`fa-shopping-basket` :guilabel:`Buy`
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button appears at the bottom of the reward card. If they do not have enough points for a reward, the
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reward card displays :guilabel:`You need another (x) points to buy this`, instead of a
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:icon:`fa-shopping-basket` :guilabel:`Buy` button.
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Click the :icon:`fa-shopping-basket` :guilabel:`Buy` button on a reward to purchase it. A
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:guilabel:`Confirmation` pop-up window appears, asking if the user is sure they want to purchase the
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reward. Click :guilabel:`OK` to purchase the item, or :guilabel:`Cancel` to close the window, and
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cancel the purchase.
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After :guilabel:`OK` is clicked, the pop-up window closes, and the points used to purchase the
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reward are subtracted from the user's available points. The rewards presented are now updated to
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reflect the user's current available points.
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.. image:: rewards/redeem-rewards.png
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:align: center
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:alt: Buy button appears below a mug and backpack reward, while the bicycle reward states how
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many more reward points are needed to redeem.
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