[ADD] Recruitment: schedule interviews
closes odoo/documentation#9724 Signed-off-by: Lara Martini (larm) <larm@odoo.com>
@ -518,212 +518,15 @@ stage, drag and drop the applicant's card to the :guilabel:`First Interview` sta
|
||||
:alt: An applicant's card moves from one stage to another by using the click and drag method.
|
||||
|
||||
.. tip::
|
||||
The :guilabel:`First Interview` stage can be modified so when the applicant's card moves to the
|
||||
:guilabel:`First Interview` stage, an email is automatically sent to the applicant stating an
|
||||
interview is requested. In this pre-configured email template, a link to the recruiting team's
|
||||
calendar appears, allowing the applicant to schedule their interview.
|
||||
The :guilabel:`First Interview` stage can be modified, so when the applicant's card moves to the
|
||||
:guilabel:`First Interview` stage, an email is automatically sent to the applicant, stating an
|
||||
interview is requested, and :ref:`requests the applicant to schedule their interview
|
||||
<recruitment/schedule_interviews/applicant-scheduled>`.
|
||||
|
||||
:ref:`Edit <recruitment/edit-stage>` the :guilabel:`First Interview` stage, and select the
|
||||
:guilabel:`Recruitment: Schedule Interview` for the :guilabel:`Email Template` field, to automate
|
||||
this action.
|
||||
|
||||
.. _recruitment/schedule-meetings:
|
||||
|
||||
Schedule a meeting
|
||||
~~~~~~~~~~~~~~~~~~
|
||||
|
||||
An interview can be scheduled in one of two ways: either manually by the recruitment team, or by the
|
||||
applicant themselves.
|
||||
|
||||
If the :guilabel:`First Interview` stage was modified to send the :guilabel:`Recruitment: Schedule
|
||||
Interview` email template when an applicant reaches that stage, the applicant received a link to the
|
||||
recruitment team's calendar, and can schedule the interview on their own. The recruitment team's
|
||||
availability is reflected in the calendar.
|
||||
|
||||
If the interview needs to be scheduled by the recruitment team, they should reach out to the
|
||||
applicant for a date and time that works. When a date and time have been agreed upon for both the
|
||||
applicant and interviewer, the interview can be scheduled. To schedule an interview, whether a phone
|
||||
or in-person interview, click the :guilabel:`Meeting` smart button at the top of the applicant's
|
||||
record.
|
||||
|
||||
.. note::
|
||||
The meeting smart button displays :guilabel:`No Meeting` if no meetings are currently scheduled.
|
||||
For new applicants who are new to the :guilabel:`First Interview` stage, this is the default.
|
||||
|
||||
If there is one meeting already scheduled, the smart button displays :guilabel:`1 Meeting`, with
|
||||
the date of the upcoming meeting beneath it. If more than one meeting is scheduled, the button
|
||||
displays :guilabel:`Next Meeting`, with the date of the first upcoming meeting beneath it.
|
||||
|
||||
Doing so loads the *Calendar* application, showing the currently scheduled meetings and events for
|
||||
the user. The meetings and events displayed are for the employees who are listed under the
|
||||
:guilabel:`Attendees` section on the right side of the calendar view. To change the currently loaded
|
||||
meetings and events being displayed, uncheck the person who's calendar events are to be hidden. Only
|
||||
the checked attendees are visible on the calendar.
|
||||
|
||||
The default view is the :guilabel:`Week` view. To change the calendar view, click the
|
||||
:guilabel:`Week` button, then select the desired view from the drop-down menu. The other options are
|
||||
either :guilabel:`Day`, :guilabel:`Month`, or :guilabel:`Year`.
|
||||
|
||||
An option to display or hide weekends is available. Click the :guilabel:`Week` button, then click
|
||||
:guilabel:`Show weekends` to deactivate it (the default is to show weekends). If a check mark is
|
||||
next to :guilabel:`Show weekends`, weekends are visible. If there is no check mark, weekends are
|
||||
hidden.
|
||||
|
||||
To change the displayed date range for the calendar, either use the :icon:`fa-arrow-left`
|
||||
:guilabel:`(left arrow)`, :icon:`fa-arrow-right` :guilabel:`(Right arrow)`, or :guilabel:`Today`
|
||||
buttons above the calendar, or click on a date in the calendar on the right side of the displayed
|
||||
calendar.
|
||||
|
||||
.. image:: recruitment/calendar.png
|
||||
:align: center
|
||||
:alt: The calendar view, highlighting how to change the displayed meetings.
|
||||
|
||||
To add a meeting to the calendar when in the day or week view, click on the start time of the
|
||||
meeting and drag to the end time, to select the date, time, and the length of the meeting. A meeting
|
||||
can also be added in this view by clicking on the day *and* the time slot the meeting is to take
|
||||
place.
|
||||
|
||||
Both methods cause a :ref:`New Event <recruitment/event-card>` pop up window to appear.
|
||||
|
||||
.. _recruitment/event-card:
|
||||
|
||||
New event pop-up window
|
||||
***********************
|
||||
|
||||
Enter the information on the form. The only required fields to enter are the :guilabel:`Meeting
|
||||
Title`, and the :guilabel:`Start` and :guilabel:`End` fields. Once the card details are entered,
|
||||
click :guilabel:`Save & Close` to save the changes and create the interview.
|
||||
|
||||
The fields available to populate or modify on the :guilabel:`New Event` card are as follows:
|
||||
|
||||
- :guilabel:`Meeting Title`: enter the subject for the meeting. This should clearly indicate the
|
||||
purpose of the meeting. The default subject is the :guilabel:`Subject/Application Name` on the
|
||||
applicant's card.
|
||||
- :guilabel:`Start` and :guilabel:`End`: select the start and end date and times for the meeting.
|
||||
Click on one of the fields and a calendar pop-up window appears. Select both the start and end
|
||||
date and times, then click :guilabel:`Apply`.
|
||||
- :guilabel:`All Day`: if the meeting is an all-day interview, check the box. If this box is
|
||||
checked, the :guilabel:`Start` and :guilabel:`End` fields are hidden from view.
|
||||
- :guilabel:`Attendees`: select the people who should be in attendance. The default employee listed
|
||||
is the person who is creating the meeting. Add as many other people as desired.
|
||||
- :guilabel:`Videocall URL`: if the meeting is virtual, or if there is a virtual option available,
|
||||
click :guilabel:`+ Odoo meeting` and a URL is automatically created for the meeting and populates
|
||||
the field.
|
||||
- :guilabel:`Description`: enter a brief description in this field. There is an option to enter
|
||||
formatted text, such as numbered lists, headings, tables, as well as links, photos, and more. Use
|
||||
the powerbox feature, by typing a `/`, and a list of options are presented. Scroll through the
|
||||
options and click on the desired item. The item appears in the field and can be modified. Each
|
||||
command presents a different pop-up window. Follow the instructions for each command to complete
|
||||
the entry.
|
||||
|
||||
More options
|
||||
^^^^^^^^^^^^
|
||||
|
||||
To add additional information to the meeting, click the :guilabel:`More Options` button in the
|
||||
lower-right corner of the pop-up window. Enter any of the following additional fields:
|
||||
|
||||
- :guilabel:`Duration`: this field auto populates based on the :guilabel:`Starting At` and
|
||||
:guilabel:`Ending At` times entered. If the meeting time is adjusted, this field automatically
|
||||
adjusts to the correct duration length. The default length of a meeting is one hour.
|
||||
- :guilabel:`Recurrent`: if the meeting should repeat at a selected interval (not typical for a
|
||||
first interview), check the box next to :guilabel:`Recurrent`. Several additional fields appear
|
||||
when this is enabled:
|
||||
|
||||
- :guilabel:`Timezone`: using the drop-down menu, select the :guilabel:`Timezone` for the
|
||||
meetings.
|
||||
- :guilabel:`Repeat`: using the drop-down menu, select when the meetings repeat. The available
|
||||
options are :guilabel:`Daily`, :guilabel:`Weekly`, :guilabel:`Monthly`, :guilabel:`Yearly`, or
|
||||
:guilabel:`Custom`. If :guilabel:`Custom` is selected, a :guilabel:`Repeat Every` field appears
|
||||
beneath it, along with another time frequency parameter (:guilabel:`Days`, :guilabel:`Weeks`,
|
||||
:guilabel:`Months`, or :guilabel:`Years`). Enter a number in the blank field, then select the
|
||||
time period using the drop-down menu.
|
||||
- :guilabel:`Repeat on`: if :guilabel:`Weekly` is selected for the :guilabel:`Repeat` field, the
|
||||
:guilabel:`Repeat on` field appears. Click on the corresponding day to select it.
|
||||
- :guilabel:`Day of Month`: if :guilabel:`Monthly` is selected for the :guilabel:`Repeat` field,
|
||||
the :guilabel:`Day of Month` field appears. Using the drop-down menu, select either
|
||||
:guilabel:`Date of month` or :guilabel:`Day of month`. If :guilabel:`Date of month` is selected,
|
||||
enter the date the meeting repeats. If :guilabel:`Day of month` is selected, use the drop-down
|
||||
menus to determine the frequency. Select either :guilabel:`First`, :guilabel:`Second`,
|
||||
:guilabel:`Third`, :guilabel:`Fourth`, or :guilabel:`Last` for the first drop-down menu, then
|
||||
select the day (:guilabel:`Monday`, :guilabel:`Tuesday`, etc.) in the second drop-down menu.
|
||||
- :guilabel:`Until`: using the drop-down menu, select when the meetings stop repeating. The
|
||||
available options are :guilabel:`Number of repetitions`, :guilabel:`End date`, and
|
||||
:guilabel:`Forever`. If :guilabel:`Number of repetitions` is selected, enter the number of
|
||||
total meetings to occur in the blank field. If :guilabel:`End date` is selected, specify the
|
||||
date using the calendar pop-up window, or type in a date in a XX/XX/XXXX format.
|
||||
:guilabel:`Forever` schedules meetings indefinitely.
|
||||
|
||||
- :guilabel:`Location`: enter the location for the meeting.
|
||||
- :guilabel:`Tags`: select any tag(s) for the meeting using the drop-down menu. There is no limit to
|
||||
the number of tags that can be used.
|
||||
- :guilabel:`Appointment`: if an appointment is associated with this meeting, select it form the
|
||||
drop-down menu, or create a new appointment by typing in the appointment name, then click
|
||||
:guilabel:`Create & Edit...`. A :guilabel:`Create Appointment` form loads. Enter the information
|
||||
on the form, then click :guilabel:`Save & Close`.
|
||||
- :guilabel:`Privacy`: select if the organizer appears either :guilabel:`Available` or
|
||||
:guilabel:`Busy` for the duration of the meeting, using the drop-down menu. Next, select the
|
||||
visibility of this meeting, using the drop-down menu to the right of the first selection. Options
|
||||
are :guilabel:`Public`, :guilabel:`Private`, and :guilabel:`Only internal users`.
|
||||
:guilabel:`Public` allows for everyone to see the meeting, :guilabel:`Private` allows only the
|
||||
attendees listed on the meeting to see the meeting, and :guilabel:`Only internal users` allows
|
||||
anyone logged into the company database to see the meeting.
|
||||
- :guilabel:`Organizer`: the employee who created the meeting is populated in this field. Use the
|
||||
drop-down menu to change the selected employee.
|
||||
- :guilabel:`Reminders`: select a reminder from the drop-down menu. Default options include
|
||||
:guilabel:`Notification`, :guilabel:`Email`, and :guilabel:`SMS Text Message`, each with a
|
||||
specific time period before the event (hours, days, etc). The reminder chosen alerts the meeting
|
||||
participants of the meeting via the selected option at the specified time. Multiple reminders can
|
||||
be selected in this field.
|
||||
|
||||
.. image:: recruitment/new-event.png
|
||||
:align: center
|
||||
:alt: A new meeting card with all the details populated, and ready to save.
|
||||
|
||||
Send meeting to attendees
|
||||
*************************
|
||||
|
||||
Once changes have been entered and the meeting details are correct, the meeting can be sent to the
|
||||
attendees via email or text message from the expanded :guilabel:`Event Form` (what is seen when the
|
||||
:guilabel:`More Options` button is clicked on in the event pop-up window).
|
||||
|
||||
To send the meeting via email, click the :icon:`fa-envelope` :guilabel:`Email` button next to the
|
||||
list of attendees. A :guilabel:`Contact Attendees` email configurator pop-up window appears. A
|
||||
pre-formatted email using the default :guilabel:`Calendar: Event Update` email template populates
|
||||
the email body field. The followers of the document (job application), as well as the user who
|
||||
created the meeting are added as :guilabel:`Recipients` by default. Add the applicant's email
|
||||
address to the list to send the email to the applicant as well. Make any other desired changes to
|
||||
the email. If an attachment is needed, click the :guilabel:`Attachments` button, navigate to the
|
||||
file, then click :guilabel:`Open`. Once the email is ready to be sent, click :guilabel:`Send`.
|
||||
|
||||
.. image:: recruitment/email-event.png
|
||||
:align: center
|
||||
:alt: Enter the information to send the event via email.
|
||||
|
||||
To send the meeting via text message, click the :icon:`fa-mobile` :guilabel:`SMS` button next to
|
||||
the list of attendees. A :guilabel:`Send SMS Text Message` pop-up appears.
|
||||
|
||||
At the top, a blue box appears if any attendees do not have valid mobile numbers, and lists how many
|
||||
records are invalid. If a contact does not have a valid mobile number listed, click
|
||||
:guilabel:`Close`, and edit the attendee's record, then redo these steps.
|
||||
|
||||
When no warning message appears, type in the message to be sent to the attendees in the
|
||||
:guilabel:`Message` field. to add any emojis to the message, click the :guilabel:`Add Emoji` icon
|
||||
on the right-side of the pop-up window.
|
||||
|
||||
Beneath the message field, the number of characters, as well as the amount of text messages required
|
||||
to send the message (according to GSM7 criteria) appears. Click :guilabel:`Put In Queue` to have the
|
||||
text sent later, after any other messages are scheduled, or click :guilabel:`Send Now` to send the
|
||||
message immediately.
|
||||
|
||||
.. image:: recruitment/send-sms.png
|
||||
:align: center
|
||||
:alt: Send a text message to the attendees of the meeting.
|
||||
|
||||
.. note::
|
||||
Sending text messages is not a default capability with Odoo. To send text messages, credits are
|
||||
required, which need to be purchased. For more information on IAP credits and plans, refer to
|
||||
the :doc:`../essentials/in_app_purchase` documentation.
|
||||
|
||||
.. _recruitment/second-interview:
|
||||
|
||||
Second interview
|
||||
@ -735,9 +538,9 @@ applicant's card to the :guilabel:`Second Interview` stage, or click on the :gui
|
||||
Interview` stage button at the top of the individual applicant's card.
|
||||
|
||||
When the applicant's card moves to the :guilabel:`Second Interview` stage, there are no automatic
|
||||
activities or emails configured for this stage. The recruiter can now :ref:`schedule a second
|
||||
interview <recruitment/schedule-meetings>` with the applicant, following the same process as the
|
||||
first interview.
|
||||
activities or emails configured. The recruiter can now :doc:`schedule a second interview
|
||||
<recruitment/schedule_interviews>` with the applicant, following the same process as the first
|
||||
interview.
|
||||
|
||||
.. _recruitment/contract-proposal:
|
||||
|
||||
@ -864,9 +667,16 @@ Fill out the rest of the form. For detailed information on the fields, refer to
|
||||
: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/refuse_applicant
|
||||
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
recruitment/new_job
|
||||
recruitment/schedule_interviews
|
||||
recruitment/add-new-applicants
|
||||
recruitment/refuse_applicant
|
||||
|
323
content/applications/hr/recruitment/schedule_interviews.rst
Normal file
@ -0,0 +1,323 @@
|
||||
===================
|
||||
Schedule interviews
|
||||
===================
|
||||
|
||||
Schedule in-person, virtual, and phone interviews with Odoo through the *Recruitment* app.
|
||||
|
||||
An interview can be scheduled in one of two ways: either by the :ref:`recruitment team
|
||||
<recruitment/schedule_interviews/recruitment-scheduled>`, or by the :ref:`applicant
|
||||
<recruitment/schedule_interviews/applicant-scheduled>`.
|
||||
|
||||
.. _recruitment/schedule_interviews/recruitment-scheduled:
|
||||
|
||||
Recruitment team scheduled interviews
|
||||
=====================================
|
||||
|
||||
When an applicant reaches the interview stage, the recruitment team should schedule the interview,
|
||||
by first coordinating a suitable date and time with the applicant and interviewers.
|
||||
|
||||
To schedule the interview, navigate to the applicant's card, by first going to the
|
||||
:menuselection:`Recruitment app`, and clicking the relevant job card. This opens the
|
||||
:guilabel:`Applications` page for that job position. Then, click the desired applicant's card to
|
||||
view their detailed applicant form.
|
||||
|
||||
To schedule an phone, virtual, or in-person interview, click the :guilabel:`No Meeting` smart button
|
||||
at the top of the applicant's record.
|
||||
|
||||
.. note::
|
||||
The *Meetings* smart button displays :guilabel:`No Meeting` if no meetings are currently
|
||||
scheduled. For applicants who are new to the :guilabel:`First Interview` stage, this is the
|
||||
default.
|
||||
|
||||
If there is one meeting already scheduled, the smart button displays *1 Meeting*, with the date
|
||||
of the upcoming meeting beneath it. If more than one meeting is scheduled, the button displays
|
||||
*Next Meeting*, with the date of the first upcoming meeting beneath it.
|
||||
|
||||
Clicking the *Meetings* smart button loads a calendar, showing the scheduled meetings and events
|
||||
for the currently signed-in user, as well as the employees who are listed under the
|
||||
:guilabel:`Attendees` section, located to the right of the calendar.
|
||||
|
||||
To change the currently loaded meetings and events being displayed, uncheck an attendee whose
|
||||
calendar events are to be hidden. Only the checked attendees are visible on the calendar.
|
||||
|
||||
.. image:: schedule_interviews/calendar.png
|
||||
:align: center
|
||||
:alt: The calendar view, highlighting how to change the displayed meetings.
|
||||
|
||||
To add a meeting to the calendar when in the *Day* or *Week* view, click on the start time of the
|
||||
meeting and drag down to the end time. Doing so selects the date, time, and the length of the
|
||||
meeting.
|
||||
|
||||
A meeting can also be added in this view by clicking on the desired day *and* time slot.
|
||||
|
||||
Both methods cause a :ref:`New Event <recruitment/schedule_interviews/event-card>` pop-up window to
|
||||
appear.
|
||||
|
||||
.. _recruitment/schedule_interviews/event-card:
|
||||
|
||||
New event pop-up window
|
||||
-----------------------
|
||||
|
||||
Clicking a grid, corresponding with the time and date, opens the :guilabel:`New Event` pop-up window
|
||||
to schedule a meeting.
|
||||
|
||||
Enter the information on the form. The only required fields to enter are a title for the meeting,
|
||||
along with the :guilabel:`Start` (and end date/time) fields.
|
||||
|
||||
Once the card details are entered, click :guilabel:`Save & Close` to save the changes and create the
|
||||
interview.
|
||||
|
||||
After entering in a required name for the meeting, the fields available to modify on the
|
||||
:guilabel:`New Event` card are as follows:
|
||||
|
||||
- :guilabel:`Meeting Title`: enter the subject for the meeting. This should clearly indicate the
|
||||
purpose of the meeting. The default subject is the :guilabel:`Subject/Application Name` on the
|
||||
applicant's card.
|
||||
- :guilabel:`Start`: start and end date and times for the meeting. Clicking either of these fields
|
||||
opens a calendar pop-up window. Click :guilabel:`Apply` to close the window.
|
||||
- :guilabel:`All Day`: tick the box to schedule an all-day interview. If this box is ticked, the
|
||||
:guilabel:`Start` field changes to :guilabel:`Start Date`.
|
||||
- :guilabel:`Attendees`: select the people who should attend the meeting. The default employee
|
||||
listed is the person who created the meeting. Add as many other people as desired.
|
||||
- :guilabel:`Videocall URL`: if the meeting is virtual, or if there is a virtual option available,
|
||||
click :icon:`fa-plus` :guilabel:`Odoo meeting`, and a URL is automatically created for the
|
||||
meeting, which populates the field.
|
||||
- :guilabel:`Description`: enter a brief description in this field. There is an option to enter
|
||||
formatted text, such as numbered lists, headings, tables, links, photos, and more. Use the
|
||||
powerbox feature, by typing a `/` to reveal a list of options.
|
||||
|
||||
Scroll through the options and click on the desired item. The item appears in the field, and can
|
||||
be modified. Each command presents a different pop-up window. Follow the instructions for each
|
||||
command to complete the entry.
|
||||
|
||||
More options
|
||||
~~~~~~~~~~~~
|
||||
|
||||
To add additional information to the meeting, click the :guilabel:`More Options` button in the
|
||||
lower-right corner of the :ref:`New Event <recruitment/schedule_interviews/event-card>` pop-up
|
||||
window. Enter any of the following additional fields:
|
||||
|
||||
- :guilabel:`Duration`: this field auto populates based on the :guilabel:`Start` (and end) date and
|
||||
time. If the meeting time is adjusted, this field automatically adjusts to the correct duration
|
||||
length. The default length of a meeting is one hour.
|
||||
- :guilabel:`Recurrent`: if the meeting should repeat at a selected interval (not typical for a
|
||||
first interview), tick the checkbox next to :guilabel:`Recurrent`. Several additional fields
|
||||
appear when this is enabled:
|
||||
|
||||
- :guilabel:`Timezone`: using the drop-down menu, select the :guilabel:`Timezone` for the
|
||||
recurrent meetings.
|
||||
- :guilabel:`Repeat`: choose :guilabel:`Daily`, :guilabel:`Weekly`, :guilabel:`Monthly`,
|
||||
:guilabel:`Yearly`, or :guilabel:`Custom` recurring meetings. If :guilabel:`Custom` is selected,
|
||||
a :guilabel:`Repeat Every` field appears beneath it, along with another time frequency parameter
|
||||
(:guilabel:`Days`, :guilabel:`Weeks`, :guilabel:`Months`, or :guilabel:`Years`). Enter a number
|
||||
in the blank field, then select the time period using the drop-down menu.
|
||||
- :guilabel:`Repeat on`: enabled when the :guilabel:`Weekly` option is selected in the
|
||||
:guilabel:`Repeat` field. Choose the day the weekly meeting falls on.
|
||||
- :guilabel:`Day of Month`: configure the two drop-down menu options to select a specific day of
|
||||
the month, irrespective of the date (e.g. the first Tuesday of every month). To set a specific
|
||||
calendar date, choose :guilabel:`Date of Month` and enter the calendar date in the field (e.g.
|
||||
`15` to set the meeting to occur on the fifteenth of every month).
|
||||
- :guilabel:`Until`: using the drop-down menu, select when the meetings stop repeating. The
|
||||
available options are :guilabel:`Number of repetitions`, :guilabel:`End date`, and
|
||||
:guilabel:`Forever`. If :guilabel:`Number of repetitions` is selected, enter the number of
|
||||
total meetings to occur in the blank field to the right. If :guilabel:`End date` is selected,
|
||||
specify the date using the calendar pop-up window, or type in a date in a XX/XX/XXXX format.
|
||||
:guilabel:`Forever` schedules meetings indefinitely.
|
||||
|
||||
- :guilabel:`Location`: enter the location for the meeting.
|
||||
- :guilabel:`Tags`: select any tags for the meeting using the drop-down menu, or add a new tag by
|
||||
typing in the tag and clicking :guilabel:`Create "tag"`. There is no limit to the number of tags
|
||||
that can be used.
|
||||
- :guilabel:`Appointment`: if an appointment is associated with this meeting, select it from the
|
||||
drop-down menu, or create a new appointment by typing in the appointment name, then clicking
|
||||
:guilabel:`Create & Edit...` from the resulting drop-down men. A :guilabel:`Create Appointment`
|
||||
form loads. Enter the information on the form, then click :guilabel:`Save & Close`.
|
||||
- :guilabel:`Privacy`: select if the organizer appears either :guilabel:`Available` or
|
||||
:guilabel:`Busy` for the duration of the meeting. Next, select the visibility of this meeting,
|
||||
using the drop-down menu to the right of the first selection. Options are :guilabel:`Public`,
|
||||
:guilabel:`Private`, and :guilabel:`Only internal users`. :guilabel:`Public` allows for everyone
|
||||
to see the meeting, :guilabel:`Private` allows only the attendees listed on the meeting to see the
|
||||
meeting, and :guilabel:`Only internal users` allows anyone logged into the company database to see
|
||||
the meeting.
|
||||
- :guilabel:`Organizer`: the employee who created the meeting is populated in this field. Use the
|
||||
drop-down menu to change the selected employee.
|
||||
- :guilabel:`Reminders`: select a reminder from the drop-down menu. Default options include
|
||||
:guilabel:`Notification`, :guilabel:`Email`, and :guilabel:`SMS Text Message`, each with a
|
||||
specific time period before the event (hours, days, etc). The chosen reminder chosen alerts the
|
||||
meeting participants of the meeting, via the selected option at the specified time. Multiple
|
||||
reminders can be selected in this field.
|
||||
|
||||
.. image:: schedule_interviews/new-event.png
|
||||
:align: center
|
||||
:alt: A new meeting card with all the details populated, and ready to save.
|
||||
|
||||
Send meeting to attendees
|
||||
-------------------------
|
||||
|
||||
Once changes have been entered on the :ref:`New Event <recruitment/schedule_interviews/event-card>`
|
||||
pop-up window, and the meeting details are correct, the meeting can be sent to the attendees, via
|
||||
email or text message, from the expanded event form (what is seen when the :guilabel:`More Options`
|
||||
button is clicked on in the :guilabel:`New Event` pop-up window).
|
||||
|
||||
To send the meeting via email, click the :icon:`fa-envelope` :guilabel:`Email` button next to the
|
||||
:guilabel:`Attendees` field on the expanded meeting form.
|
||||
|
||||
A :guilabel:`Contact Attendees` email configurator pop-up window appears. A pre-formatted email,
|
||||
using the default :guilabel:`Calendar: Event Update` email template, populates the email body field.
|
||||
|
||||
The followers of the job application, as well as the user who created the meeting, are added as
|
||||
:guilabel:`Recipients` by default. If needed, add the applicant's email address to the list to send
|
||||
the email to the applicant, as well. Make any other desired changes to the email. If an attachment
|
||||
is needed, click the :guilabel:`Attachments` button, navigate to the file, then click
|
||||
:guilabel:`Open`. Once the email is ready to be sent, click :guilabel:`Send`.
|
||||
|
||||
.. image:: schedule_interviews/email-event.png
|
||||
:align: center
|
||||
:alt: Enter the information to send the event via email.
|
||||
|
||||
To send the meeting via text message, click the :icon:`fa-mobile` :guilabel:`SMS` button next to
|
||||
the :guilabel:`Attendees` field on the expanded meeting form. A :guilabel:`Send SMS Text Message`
|
||||
pop-up window appears.
|
||||
|
||||
At the top, a blue banner appears if any attendees do not have valid mobile numbers, and lists how
|
||||
many records are invalid. If a contact does not have a valid mobile number listed, click
|
||||
:guilabel:`Close`, and edit the attendee's record, then redo these steps.
|
||||
|
||||
When no warning message appears, type in the message to be sent to the attendees in the
|
||||
:guilabel:`Message` field. To add any emojis to the message, click the :icon:`oi-smile-add`
|
||||
:guilabel:`(smile add)` icon on the right-side of the pop-up window.
|
||||
|
||||
The number of characters, and amount of text messages required to send the message (according to
|
||||
GSM7 criteria) appears beneath the :guilabel:`Message` field. Click :guilabel:`Put In Queue` to have
|
||||
the text sent later, after any other messages are scheduled, or click :guilabel:`Send Now` to send
|
||||
the message immediately.
|
||||
|
||||
.. image:: schedule_interviews/send-sms.png
|
||||
:align: center
|
||||
:alt: Send a text message to the attendees of the meeting.
|
||||
|
||||
.. note::
|
||||
Sending text messages is **not** a default capability with Odoo. To send text messages, credits
|
||||
are required, which need to be purchased. For more information on IAP credits and plans, refer to
|
||||
the :doc:`../../essentials/in_app_purchase` documentation.
|
||||
|
||||
.. _recruitment/schedule_interviews/applicant-scheduled:
|
||||
|
||||
Applicant scheduled interviews
|
||||
==============================
|
||||
|
||||
By default, the recruitment interview stages are **not** set up for applicants to schedule their own
|
||||
interviews.
|
||||
|
||||
However, if the :guilabel:`First Interview` or :guilabel:`Second Interview` stages are modified to
|
||||
send the :guilabel:`Recruitment: Schedule Interview` email template when an applicant reaches that
|
||||
stage, the applicant receives a link to the recruitment team's calendar, and can schedule the
|
||||
interview on their own. The recruitment team's availability is reflected in the calendar.
|
||||
|
||||
In order for applicants to be able to schedule their own interviews, a :ref:`stage must first be
|
||||
modified <recruitment/schedule_interviews/modify-stage>` in the *Recruitment* app.
|
||||
|
||||
.. _recruitment/schedule_interviews/modify-stage:
|
||||
|
||||
Modify stage
|
||||
------------
|
||||
|
||||
To modify either the :guilabel:`First Interview` or :guilabel:`Second Interview` stage, first
|
||||
navigate to the main :menuselection:`Recruitment` app dashboard. Next, click on the desired job card
|
||||
to navigate to the :guilabel:`Applications` page for that job position.
|
||||
|
||||
Hover over the name of the stage, and a :icon:`fa-cog` :guilabel:`(gear)` icon appears in the
|
||||
upper-right hand side of the stage name. Click the :icon:`fa-cog` :guilabel:`(gear)` icon, and a
|
||||
drop-down menu appears. Then, click on the :guilabel:`Edit` option, and an :guilabel:`Edit: (Stage)`
|
||||
form appears.
|
||||
|
||||
.. image:: schedule_interviews/edit-stage.png
|
||||
:align: center
|
||||
:alt: The drop-down that appears after clicking the cog.
|
||||
|
||||
The :guilabel:`Email Template` field is blank, by default. Using the drop-down menu, select
|
||||
:guilabel:`Recruitment: Schedule interview` for the :guilabel:`Email Template` field, then click
|
||||
:guilabel:`Save & Close` when done.
|
||||
|
||||
.. image:: schedule_interviews/interview-template.png
|
||||
:align: center
|
||||
:alt: The Recruitment: Schedule Interview email template populating the Email Template field.
|
||||
|
||||
Send email
|
||||
----------
|
||||
|
||||
After either the :guilabel:`First Interview` or :guilabel:`Second Interview` stages are
|
||||
:ref:`modified to send the <recruitment/schedule_interviews/modify-stage>` :guilabel:`Recruitment:
|
||||
Schedule interview` email to the applicant upon moving their applicant card to one of those stages,
|
||||
the following email is received by the applicant:
|
||||
|
||||
`Subject: Can we plan an interview together for your (Job Position) application?`
|
||||
|
||||
`Congratulations!
|
||||
Your application is really interesting and we'd like to plan an interview with you.
|
||||
Can you please use the button below to schedule it with one of our recruiters?`
|
||||
|
||||
`Plan my interview`
|
||||
|
||||
Schedule interview
|
||||
------------------
|
||||
|
||||
When the applicant received the email, they click the :guilabel:`Plan my interview` button at the
|
||||
bottom of the email. This navigates the applicant to a private online scheduling page, which is
|
||||
**only** accessible through the emailed link.
|
||||
|
||||
This page displays the :guilabel:`MEETING DETAILS` on the right side of the screen. This includes
|
||||
the format and length of the meeting. In this example. the interview is virtual
|
||||
(:icon:`fa-video-camera` :guilabel:`Online`) and the duration is a half hour (:icon:`fa-clock-o`
|
||||
:guilabel:`30 minutes`).
|
||||
|
||||
First, if there is an option of who to meet with, the user selects who they are scheduling their
|
||||
meeting with, by clicking on their icon and name. If only one person is available to interview the
|
||||
applicant, this step is not available. If the applicant does not wish to chose an interviewer, they
|
||||
can just click :guilabel:`See all availabilities` :icon:`fa-arrow-right`.
|
||||
|
||||
.. image:: schedule_interviews/select-interviewer.png
|
||||
:align: center
|
||||
:alt: The first screen seen after clicking 'Plan my interview', where the applicant selects their
|
||||
interviewer.
|
||||
|
||||
.. note::
|
||||
If the applicant selects an interviewer, the applicant is shown a :guilabel:`Select a date &
|
||||
time` page, and **only** sees the dates and times that specific person is available. In addition,
|
||||
that interviewer's information (name, email, and phone number) appears on the right-side of the
|
||||
screen, under the heading :guilabel:`OPERATOR`, located beneath the :guilabel:`MEETING DETAILS`.
|
||||
|
||||
If the applicant clicks :guilabel:`See all availabilities` :icon:`fa-arrow-right` instead, or if
|
||||
there are no interviewer options available, the user is navigated to the same :guilabel:`Select a
|
||||
date & time` page, but there is no :guilabel:`OPERATOR` section visible.
|
||||
|
||||
Then the applicant clicks on an available day on the calendar, signified by a square around the
|
||||
date. Once a day is selected, they click on one of the available times to select that date and time.
|
||||
|
||||
.. image:: schedule_interviews/select-date-time.png
|
||||
:align: center
|
||||
:alt: The calendar screen with dates and times to schedule an interview.
|
||||
|
||||
.. tip::
|
||||
Be sure to check the :guilabel:`Timezone` field, beneath the calendar, to ensure it is set to the
|
||||
correct time zone. Changing the time zone may alter the available times presented.
|
||||
|
||||
Once the date and time are selected, the applicant is navigated to an :guilabel:`Add more details
|
||||
about you` page. This page asks the applicant to enter their :guilabel:`Full name`,
|
||||
:guilabel:`Email`, and :guilabel:`Phone number`. The contact information entered on this form is how
|
||||
the applicant is contacted to remind them about the scheduled interview.
|
||||
|
||||
When everything is entered on the :guilabel:`Add more details about you` page, the applicant clicks
|
||||
the :guilabel:`Confirm Appointment` button, and the interview is scheduled.
|
||||
|
||||
.. image:: schedule_interviews/confirmation.png
|
||||
:align: center
|
||||
:alt: The confirmation page with all the details for the interview displayed.
|
||||
|
||||
After confirming the interview, the applicant is taken to a confirmation page, where all the details
|
||||
of the interview are displayed. The option to add the meeting to the applicant's personal calendars
|
||||
is available, through the :guilabel:`Add to iCal/Outlook` and :guilabel:`Add to Google Agenda`
|
||||
buttons, beneath the interview details.
|
||||
|
||||
The applicant is also able to cancel or reschedule the interview, if necessary, with the
|
||||
:guilabel:`Cancel/Reschedule` button.
|
Before Width: | Height: | Size: 20 KiB After Width: | Height: | Size: 20 KiB |
After Width: | Height: | Size: 36 KiB |
After Width: | Height: | Size: 32 KiB |
Before Width: | Height: | Size: 20 KiB After Width: | Height: | Size: 20 KiB |
After Width: | Height: | Size: 16 KiB |
Before Width: | Height: | Size: 36 KiB After Width: | Height: | Size: 36 KiB |
After Width: | Height: | Size: 24 KiB |
After Width: | Height: | Size: 26 KiB |
Before Width: | Height: | Size: 10 KiB After Width: | Height: | Size: 10 KiB |