[ADD] Referrals: new points doc

closes odoo/documentation#10202

X-original-commit: a00fa1c997
Signed-off-by: Lara Martini (larm) <larm@odoo.com>
This commit is contained in:
Lara Martini (larm) 2024-07-08 18:35:11 +00:00
parent 673a2727a7
commit 17ee273d7f
4 changed files with 78 additions and 72 deletions

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@ -22,6 +22,8 @@ the :ref:`reporting <referrals/reporting>` and configurations menus. For more in
and access rights, refer to these documents: :doc:`../general/users` and
:doc:`../general/users/access_rights`.
.. _referrals/onboarding:
Onboarding
==========
@ -168,76 +170,6 @@ any changes, and revert to the original content.
original image. To revert to the original image, the *Referrals* application must be *uninstalled
then reinstalled.*
Referral points
===============
The referral program is based on earning points that are then exchanged for rewards. On the main
*Referrals* application dashboard, the top displays a summary of the user's current points. The left
side of the summary displays the total points earned, and the right side displays the points that
are available to spend.
To see the various referrals and the points earned for each, click on one of the buttons directly
beneath the avatars. The options are :guilabel:`Referrals`, :guilabel:`Ongoing`, and
:guilabel:`Successful`.
The current number of referrals who are still active in the recruitment pipeline, and have not yet
been hired or refused, appear above the :guilabel:`Ongoing` button. The number of referrals who have
been hired appear above the :guilabel:`Successful` button. The total number of referrals (both the
ongoing and successful referrals combined) appear above the :guilabel:`Referrals` button.
.. note::
To view the referrals associated with each of the categories, :guilabel:`Referrals`,
:guilabel:`Ongoing`, and :guilabel:`Successful`, click on the corresponding button. All the
referrals for that specific category are displayed.
My referrals
------------
To see all the referrals (both ongoing and successful) click the :guilabel:`Referrals` button. A
:guilabel:`My Referral` window loads. This screen displays all the referrals, with each referral in
its own referral card.
A successful referral displays a green :guilabel:`Hired` banner in the top-right corner of the card.
Referrals that are in process display a purple :guilabel:`In Progress` banner in the top-right
corner.
Each referral card lists the name of the applicant, the subject/application title (as it appears on
the applicant card in the *Recruitment* app), the name of the job position, the person responsible
for filling the role (recruiter), and the points earned. For referrals that have been hired, the
selected avatar also appears on the card.
.. image:: referrals/referrals.png
:align: center
:alt: Two referral cards, one hired and one in-progress.
Points
~~~~~~
The points that can be earned for a referral are the same across all job positions. Each stage of
the recruitment process has corresponding points assigned to it. The stages listed correspond to the
stages configured in the *Recruitment* application.
On each individual referral card, beneath the points earned is a bar chart that displays how many
points have been earned out of the total possible points that can be earned if the applicant is
hired.
Beneath the bar chart is a list of the various recruitment stages and the points earned when the
referral moves to that stage. If a stage has been achieved and the points have been earned, a green
check mark appears next to the stage.
.. example::
The pre-configured point structure for referrals is as follows:
- :guilabel:`Initial Qualification`: 1 point
- :guilabel:`First Interview`: 20 points
- :guilabel:`Second Interview`: 9 points
- :guilabel:`Contract Proposal`: 5 points
- :guilabel:`Contract Signed`: 50 points
The total points earned for a referral that is hired is 85 points. Modifications of the points
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/levels:
Levels
@ -356,11 +288,13 @@ spreadsheet from the drop-down menu, or select :guilabel:`New Spreadsheet`. Clic
.. seealso::
- :doc:`referrals/share_jobs`
- :doc:`referrals/alerts`
- :doc:`referrals/points`
- :doc:`referrals/rewards`
- :doc:`referrals/alerts`
.. toctree::
referrals/share_jobs
referrals/alerts
referrals/points
referrals/rewards
referrals/alerts

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@ -0,0 +1,72 @@
===============
Referral points
===============
The *Referrals* application allows employees to earn points that are then exchanged for
:doc:`rewards <rewards>`.
Current referral points can be viewed on the main *Referrals* app dashboard, which appears when the
application is opened, after the :ref:`onboarding <referrals/onboarding>` slides have been viewed or
skipped.
At the top, a summary of the user's current points is displayed. The left side of the summary
displays the :guilabel:`Total` points earned, and the right side displays the points that are
available :guilabel:`To Spend`.
To view the various referral stages, and their respective earned points, click one of the referral
statuses beneath the avatar. The options are: :guilabel:`Referrals`, :guilabel:`Ongoing`, and
:guilabel:`Successful`.
The current number of referrals that are still active in the recruitment pipeline, but have not yet
been hired or refused, appear above :guilabel:`Ongoing`. The number of referrals that have been
hired, appear above :guilabel:`Successful`. The total number of referrals, both the ongoing and
successful referrals combined, appears above :guilabel:`Referrals`.
My referrals
============
To see all the referrals, both ongoing and successful, click :guilabel:`Referrals`. The
:guilabel:`My Referral` screen page displays all the referrals, with each individual referral housed
in its own referral card.
A successful referral displays a white :icon:`fa-check` :guilabel:`Hired` badge in the top-right
corner of the card, along with a vertical green stripe on the left-side of the card. Referrals that
are in process have a purple :guilabel:`In Progress` badge in the top-right corner.
Each referral card lists the name of the applicant, the subject/application title as it appears on
the applicant card in the *Recruitment* app, the name of the job position, the person responsible
for filling the role (i.e. the recruiter), and the points earned.
For referrals that have been hired, the selected avatar also appears on the card.
.. image:: points/referrals.png
:align: center
:alt: Two referral cards, one hired and one in-progress.
Points
------
The points that can be earned for a referral are the same across all job positions. Each stage of
the recruitment process has corresponding points assigned to it. The stages listed correspond to the
stages configured in the *Recruitment* application.
On each individual referral card, beneath the points earned, is a progress bar that displays how
many points have been earned out of the total possible points that can be earned, if the applicant
is hired.
Beneath the bar chart is a list of the various recruitment stages, and the points earned when the
referral moves to that stage. If a stage has been achieved, and the points have been earned, a green
:icon:`fa-check` :guilabel:`(checkmark)` appears next to the stage.
.. note::
The preconfigured point structure for referrals is as follows:
- :guilabel:`Initial Qualification`: 1 point
- :guilabel:`First Interview`: 20 points
- :guilabel:`Second Interview`: 9 points
- :guilabel:`Contract Proposal`: 5 points
- :guilabel:`Contract Signed`: 50 points
The default total points earned for a referral that is hired is 85 points. Modifications of the
points earned for each stage are made in the *Recruitment* application. Refer to the
:ref:`Recruitment <recruitment/modify-stages>` documentation to modify the points for each stage.

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