[ADD] Recruitment: add new job position
Co-authored by: hojo-odoo <hojo@odoo.com>
Co-authored by: StraubCreative <zst@odoo.com>
closes odoo/documentation#6151
X-original-commit: 8e7fd152ac
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
@ -9,3 +9,4 @@ Human resources
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hr/attendances
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hr/employees
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hr/payroll
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hr/recruitment
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content/applications/hr/recruitment.rst
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:nosearch:
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===========
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Recruitment
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===========
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.. toctree::
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:titlesonly:
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recruitment/new_job
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content/applications/hr/recruitment/new_job.rst
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=============
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Job positions
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=============
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In the default :menuselection:`Recruitment` dashboard view, all job positions are shown, regardless
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of status. Current published positions with active applicants are shown, as well as job positions
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that have been created but have not yet been published.
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Each job position is shown in an individual kanban card. If the job position is active and
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candidates can apply, then a :guilabel:`Published` banner will appear in the top-right corner of the
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card.
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View submitted applications by clicking the :guilabel:`# Applications` button, with `#` being the
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number of applications received. If a position is not published, a :guilabel:`Start Recruitment`
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button will appear instead.
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.. image:: new_job/jobs.png
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:align: center
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:alt: Main dashboard view of Recruitment showing all job positions.
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Create a new job position
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=========================
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There are two ways a job position can be created: from the main :guilabel:`Recruitment` dashboard,
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or from the :guilabel:`Configuration` menu.
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To create a job position from the :guilabel:`Configuration` menu, go to :menuselection:`Recruitment
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app --> Configuration --> Job Positions`. The job positions in this view are displayed in a list.
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Create a new job position from the :guilabel:`Job Positions` dashboard by clicking the
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:guilabel:`Create` button in the top-left corner.
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Then, a :guilabel:`Create a Job Position` pop-up window will appear. From here, enter the name of
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the position (such as `Sales Manager`, `Mechanical Engineer`, etc.). When complete, click the
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:guilabel:`Create` button to save the entry, or the :guilabel:`Discard` button to delete it.
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.. image:: new_job/job-title.png
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:align: center
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:alt: Create a new job position.
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Once the job position has been created, it will appear as a card in the kanban view on the main
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:guilabel:`Recruitment`` dashboard, as well as in the list view on the :guilabel:`Configuration`
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dashboard.
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Edit a new job position
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-----------------------
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Once the job position is created, it's time to enter the details for the position. Click on the
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:guilabel:`⋮ (three dots)` icon in the upper-right corner of the relevant card to reveal several
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options, and then click :guilabel:`Edit` to edit the details.
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.. image:: new_job/edit-job.png
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:align: center
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:alt: Edit the job position card.
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Enter the job description in the :guilabel:`Job Description` tab. This information is what is
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visible to potential employees when searching for available jobs.
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Recruitment
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~~~~~~~~~~~
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All the basic information about the job position is listed under the :guilabel:`Recruitment` tab.
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None of the fields are required, but it is a good idea to provide at least a few details, such as
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where the job is located.
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The fields can be filled out as follows:
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- :guilabel:`Company`: Select the company the job is for.
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- :guilabel:`Website`: Select the website where the job will be published.
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- :guilabel:`Department`: Select the relevant department for the job position.
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- :guilabel:`Expected New Employees`: Enter the number of employees to be hired for this position.
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- :guilabel:`Contract Template`: Select a contract template that will be used when offering the job
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to a candidate.
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- :guilabel:`Interview Form`: Select a form that applicants will fill out prior to their interview,
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or create a new form. Once selected, a :guilabel:`Display (Name) Form` button will appear next to
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the selected form. Click on this to see how the form will be displayed to the candidate on the
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front end.
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.. image:: new_job/interview-form.png
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:align: center
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:alt: The interview form will display a link to see the form as the candidate will.
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- :guilabel:`Recruiter`: Select the person who will be doing the recruiting for this role.
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.. image:: new_job/recruitment-tab.png
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:align: center
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:alt: Enter job information details in the recruitment tab.
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Appraisals
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~~~~~~~~~~
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This tab displays the :guilabel:`Employee Feedback Template` and the :guilabel:`Manager Feedback
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Template`, both of which will be used after the employee has been hired, the predetermined time has
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passed, and feedback is requested.
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Create interview form
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---------------------
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Once a job position has been made, the :guilabel:`Interview Form` needs to be created. In the
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kanban view of the :menuselection:`Recruitment` dashboard, click on the :guilabel:`⋮ (three dots)`
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icon in the upper-right corner of the card to reveal several options, and then click
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:guilabel:`Create Interview Form`.
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.. image:: new_job/new-interview-form.png
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:align: center
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:alt: Create an interview form for the new position.
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Click on :guilabel:`Add a section` to add a section to the form. A line will appear, and a section
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heading can be entered. When complete, click off the line, or press enter to lock in the new
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section on the form.
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.. image:: new_job/add-section.png
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:align: center
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:alt: Enter job information details in the recruitment tab.
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Next, click :guilabel:`Add a question` to add a question to the section. A pop-up window appears to
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enter the question details. Type out the question in the top line.
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There are several *Question Types* to choose from:
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- :guilabel:`Multiple Lines Text Box`: allows the applicant to enter several lines of text
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- :guilabel:`Single Line Text Box`: limits the applicant to only a single line of text
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- :guilabel:`Numerical Value`: only allows a number to be entered
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- :guilabel:`Date`: a calendar module is presented to select a date
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- :guilabel:`Datetime`: a calendar module and a clock icon is presented to select a date and time
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- :guilabel:`Multiple choice: only one answer`: a multiple choice question that only allows the
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candidate to select one answer
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- :guilabel:`Multiple choice: multiple answers allowed`: a multiple choice question that allows the
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candidate to select multiple answers
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- :guilabel:`Matrix`: a customizable table that allows the candidate to choose an answer for each
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row
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.. image:: new_job/questions.png
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:align: center
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:alt: Add a new question to the interview form.
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Questions and sections can be reorganized. Move them by clicking and dragging individual section
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headings or question lines to their desired position(s).
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Sections are indicated by a gray background, while questions have a white background.
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.. image:: new_job/questions-matrix.png
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:align: center
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:alt: A sample of categories and questions for a candidate.
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Next, configure the options for the interview form. Click the :guilabel:`Options` tab to view all
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the options to configure, by category.
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Questions
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~~~~~~~~~
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- :guilabel:`Layout`: Choose how the questions should be displayed.
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- :guilabel:`One page with all the questions`: Display all sections and questions at the same
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time.
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- :guilabel:`One page per section`: Display each section with the corresponding questions on an
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individual page.
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- :guilabel:`One page per question`: Display a single question on each page.
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- :guilabel:`Progression Mode`: Display the progress the candidate is making, either as a
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:guilabel:`Percentage`, or as a :guilabel:`Number`.
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- :guilabel:`Survey Time Limit`: Check this box to limit the time allowed to complete the form. When
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selected, a field to enter the minutes appears next to the checked box. Enter the time (using an
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XX:XX minute/second format) in the field.
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- :guilabel:`Selection`: Display the entire form (e.g. :guilabel:`All questions`), or only a random
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selection of questions from each section (:guilabel:`Randomized per section`).
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.. note::
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Although it is a selectable option, the :guilabel:`Randomized per section` option is not
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typically selected for an interview form.
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Scoring
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~~~~~~~
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- :guilabel:`No scoring`: Select this option to not score the form.
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- :guilabel:`Scoring with answers at the end`: Select this option to score the form and display the
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correct answers for the candidate when they are finished with the form.
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- :guilabel:`Scoring without answers at the end`: Select this option to score the form but not
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display the answers to the candidate.
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If one of the scoring options was selected, a :guilabel:`Success %` field will appear. Enter the
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percentage the candidate needs to pass the exam (example, 80.00%). The entry should be written in an
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“XX.XX” format.
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Candidates
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~~~~~~~~~~
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- :guilabel:`Access Mode`: Specify who can access the exam. Either :guilabel:`Anyone with the link`
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or :guilabel:`Invited people only`.
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- :guilabel:`Appraisal Managers Only`: Check this box so only the managers who are reviewing the
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exam can see the answers. If left unchecked, anyone can view the results.
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- :guilabel:`Login Required`: Check this box to require candidates to log in before taking the exam,
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whether they have a valid token or not.
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- :guilabel:`Attempts Limit`: If there is a limit to how many times the exam can be taken, check
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this box, then enter the maximum attempt number in the field next to it.
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Live Session
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~~~~~~~~~~~~
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- :guilabel:`Reward quick answers`: If the exam is to be taken live, check this box to award more
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points to participants who answer quickly.
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- :guilabel:`Session Code`: Enter an access code that will allow the viewers into the live exam
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session.
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After all fields have been entered, click the :guilabel:`Save` button to save the changes, or click
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:guilabel:`Discard` to delete the changes.
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.. image:: new_job/options.png
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:align: center
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:alt: Various options to configure for the interview form.
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