[ADD] Recruitment: new applicant doc

closes odoo/documentation#9846

X-original-commit: d83af483ba
Signed-off-by: Lara Martini (larm) <larm@odoo.com>

content/applications/hr/recruitment.rst

@@ -490,170 +490,6 @@ the email pop-up.
    :alt: Send a custom survey, also referred to as an interview form, to an applicant using a
          pre-configured template.
 
-New applicant
-~~~~~~~~~~~~~
-
-An applicant card can be manually added if needed. If an applicant needs to be added to the list of
-prospective candidates and an applicant card has not been created yet (they have not applied for the
-job online) an applicant card can be easily added from the job position Kanban view in one of two
-ways, using either the :ref:`quick add <recruitment/quick-add-applicant>` button or the :ref:`New
-<recruitment/create-new-applicant>` button.
-
-.. _recruitment/quick-add-applicant:
-
-Quick add
-*********
-
-Quickly add a new applicant using the *quick add* button. If not already in the job position Kanban
-view, navigate to the main recruitment dashboard by going to :menuselection:`Recruitment app -->
-Applications --> By Job Positions`. Click the :guilabel:`(#) New Applications` button on the job
-position card that the applicant should be added to. Then, click on the small :icon:`fa-plus`
-:guilabel:`(plus)` icon in the top-right of the :guilabel:`New` stage to quickly add a new
-applicant.
-
-Enter the following information on the card:
-
-- :guilabel:`Subject/Application`: Enter the title for the card. Typically this is the applicant's
-  name and job position being applied to, for example: `Laura Smith - HR Manager`. This field is not
-  visible in the Kanban view, unless the :guilabel:`Applicant's Name` is left blank. If there is no
-  :guilabel:`Applicant's Name`, then the :guilabel:`Subject/Application Name` is what is displayed
-  on the applicant card in the Kanban view.
-- :guilabel:`Applicant's Name`: enter the applicant's name.
-- :guilabel:`Email`: enter the applicant's email address.
-- :guilabel:`Applied Job`: the current job position populates this field. If needed, the job
-  position can be changed by selecting a different position from the drop-down menu. If a different
-  job position is selected, after the card is created, the card appears in the selected job
-  position.
-
-After the information is entered, click :guilabel:`Add`. The applicant appears in the list, and a
-new blank applicant card appears. Click either the :icon:`fa-trash-o` :guilabel:`delete` icon or
-anywhere on the screen to close the card.
-
-If preferred, after entering the applicant name, click :guilabel:`Edit` and a detailed
-:guilabel:`Applicant Form` loads. :ref:`Enter the information on the form
-<recruitment/applicant-details>`.
-
-.. image:: recruitment/quick-add.png
-   :align: center
-   :alt: All the fields for a new applicant form entered when using the Quick Add option.
-
-.. _recruitment/create-new-applicant:
-
-New
-***
-
-Add a new applicant including all the relevant information using the *New* button. If not already in
-the Kanban view for the job position to add an applicant to, navigate to the main recruitment
-dashboard by going to :menuselection:`Recruitment app --> Applications --> By Job Positions`. Then,
-click the :guilabel:`New` button in the top-left of the Kanban view and a blank applicant form
-loads.
-
-Certain fields on the applicant card may be pre-populated, depending on how the job position is
-configured. Typically, the :guilabel:`Job` section, as well as the :guilabel:`Recruiter` field, are
-all pre-populated.
-
-Enter the following information on the new applicant form. Note that not all fields listed below may
-be visible. Depending on installed applications and configurations, some fields may not be
-displayed.
-
-.. _recruitment/applicant-details:
-
-Applicant section
-^^^^^^^^^^^^^^^^^
-
-- :guilabel:`Subject/Application Name`: this is the only required field. Enter the title for the
-  card. Typically this is the applicant's name and job position being applied to, for example:
-  `John Smith - Experienced Developer`. This field is not visible in the Kanban view, unless the
-  :guilabel:`Applicant's Name` is left blank. If there is no :guilabel:`Applicant's Name`, then the
-  :guilabel:`Subject/Application Name` is what is displayed on the applicant card in the Kanban
-  view.
-- :guilabel:`Applicant's Name`: enter the applicant's name.
-- :guilabel:`Email`: enter the applicant's email address.
-- :guilabel:`Phone`: enter the applicant's phone number.
-- :guilabel:`Mobile`: enter the applicant's mobile number.
-- :guilabel:`LinkedIn Profile`: enter the web address for the applicant's personal profile on
-  LinkedIn.
-- :guilabel:`Degree`: select the applicant's highest level of education earned from the drop-down
-  menu. Options are :guilabel:`Graduate`, :guilabel:`Bachelor Degree`, :guilabel:`Master Degree`, or
-  :guilabel:`Doctoral Degree`. The :guilabel:`Graduate` option indicates graduating the highest
-  level of school before a Bachelor's degree, such as a high school or secondary school diploma,
-  depending on the country.
-- :guilabel:`Interviewers`: using the drop-down menu, select the people who will conduct the
-  interview(s). The selected people must have either *recruiter* or *officer* rights configured for
-  the Recruitment application to appear in the drop-down list.
-- :guilabel:`Recruiter`: select the person responsible for the entire recruitment process for the
-  job position. Only *users* can be selected, and all users are presented in the drop-down to
-  select from.
-- :guilabel:`Evaluation`: click on one of the stars to select a rating for the applicant. One star
-  indicates :guilabel:`Good`, two stars indicates :guilabel:`Very Good`, and three stars indicates
-  :guilabel:`Excellent.`
-- :guilabel:`Source`: using the drop-down menu, select where the applicant learned about the job
-  position. The following options come pre-configured in Odoo: :guilabel:`Search engine`,
-  :guilabel:`Lead Recall`, :guilabel:`Newsletter`, :guilabel:`Facebook`, :guilabel:`Twitter`,
-  :guilabel:`LinkedIn`, :guilabel:`Monster`, :guilabel:`Glassdoor`, and :guilabel:`Craigslist`. To
-  add a new :guilabel:`Source`, type in the source, then click :guilabel:`Create "(new source)"`.
-- :guilabel:`Medium`: using the drop-down menu, select the method, or :guilabel:`Medium`, for the
-  :guilabel:`Source` that the applicant found the job listing with. The pre-configured options are:
-  :guilabel:`Banner`, :guilabel:`Direct`, :guilabel:`Email`, :guilabel:`Facebook`, :guilabel:`Google
-  Adwords`, :guilabel:`LinkedIn`, :guilabel:`Phone`, :guilabel:`Television`, :guilabel:`Twitter`
-  (now known as "X"), or :guilabel:`Website`. To add a new :guilabel:`Medium`, type in the medium,
-  then click :guilabel:`Create "(new medium)"`.
-- :guilabel:`Referred By User`: if referral points are to be earned for this job position in the
-  *Referrals* application, select the user who referred the applicant from the drop-down menu. The
-  *Referrals* application must be installed for this field to appear.
-- :guilabel:`Availability`: select the available start date for the applicant. To select a date,
-  click on the field to reveal a calendar. Use the :guilabel:`< (left)` and :guilabel:`> (right)`
-  arrows on either side of the month to navigate to the desired month, then click on the
-  :guilabel:`day` to select the date. If no entry is selected that indicates the applicant is ready
-  to begin work immediately.
-- :guilabel:`Tags`: select as many tags as desired from the drop-down menu. To add a tag that does
-  not exist, type in the tag name, then click :guilabel:`Create "new tag"`.
-
-Job section
-^^^^^^^^^^^
-
-The following fields are pre-populated when creating a new applicant, as long as these field are
-specified on the Job Position. Editing the fields is possible, if desired.
-
-- :guilabel:`Applied Job`: select the job position the applicant is applying to from the drop-down
-  menu.
-- :guilabel:`Department`: select the department the job position falls under from the drop-down
-  menu.
-- :guilabel:`Company`: select the company the job position is for using the drop-down menu. This
-  field only appears when in a multi-company database.
-
-Contract section
-^^^^^^^^^^^^^^^^
-
-- :guilabel:`Expected Salary`: enter the amount the applicant is requesting for the role in this
-  field. The number should be in a `XX,XXX.XX` format. The currency is determined by the
-  localization setting for the company.
-- :guilabel:`Extra advantages...`: if any extra advantages are requested by the applicant, enter it
-  in the :guilabel:`Extra advantages...` field to the right of the :guilabel:`Expected Salary`
-  field. This should be short and descriptive, such as `1 week extra vacation` or `dental plan`.
-- :guilabel:`Proposed Salary`: enter the amount to be offered to the applicant for the role in this
-  field. The number should be in a `XX,XXX.XX` format. The currency is determined by the
-  localization setting for the company.
-- :guilabel:`Extra advantages...`: if any extra advantages are offered to the applicant, enter it in
-  the :guilabel:`Extra advantages...` field to the right of the :guilabel:`Proposed Salary` field.
-  This should be short and descriptive, such as `unlimited sick time` or `retirement plan`.
-
-Application summary tab
-^^^^^^^^^^^^^^^^^^^^^^^
-
-Any additional details or notes that should be added to the applicant's card can be typed into this
-field.
-
-Skills tab
-^^^^^^^^^^
-
-Skills can be added to the applicant's card. To add a skill, follow the same steps as outlined in
-the skills section of the :ref:`Create new employees <employees/skills>` document.
-
-.. image:: recruitment/new-applicant.png
-   :align: center
-   :alt: All the fields for a new applicant form entered.
-
 .. _recruitment/initial-qualification:
 
 Initial qualification
@@ -1032,4 +868,5 @@ Fill out the rest of the form. For detailed information on the fields, refer to
    :titlesonly:
 
    recruitment/new_job
+   recruitment/add-new-applicants
    recruitment/refuse_applicant

content/applications/hr/recruitment/add-new-applicants.rst

@@ -0,0 +1,170 @@
+==================
+Add new applicants
+==================
+
+Once an applicant submits an application, either using the online application, or emailing a job
+position alias, an applicant card is automatically created in the *Recruitment* application.
+
+However, in some instances, applicants may need to be created manually in the database. This could
+be necessary if, for example, a company accepts paper applications in the mail, or is meeting
+prospective applicants at an in-person job fair.
+
+To view current applicants, navigate to the :menuselection:`Recruitment` app, then click the desired
+job position card. Doing so reveals the :guilabel:`Applications` page, which displays all
+applicants for that specific role, in a default Kanban view, organized by stage.
+
+Add new applicants from a job position's :guilabel:`Applications` page by using either: the
+:ref:`New <recruitment/create-new-applicant>` button or the :ref:`quick add
+<recruitment/quick-add-applicant>` button.
+
+.. _recruitment/quick-add-applicant:
+
+Quick add
+=========
+
+On the :guilabel:`Applications` page, click the on the quick add button, represented by a small
+:icon:`fa-plus` :guilabel:`(plus)` icon in the top-right corner of each stage to quickly add a new
+applicant to that stage.
+
+Enter the following information on the card:
+
+- :guilabel:`Subject/Application`: enter the title for the card. Typically, this is the applicant's
+  name, and job position being applied to. For example: `Laura Smith - HR Manager`. The text entered
+  in this field is **not** visible in the Kanban view of the :guilabel:`Applications` page, unless
+  the :guilabel:`Applicant's Name` field is left blank.
+- :guilabel:`Applicant's Name`: enter the applicant's name. Displays as the card title in the
+  Kanban view of the :guilabel:`Applications` page.
+- :guilabel:`Email`: enter the applicant's email address.
+- :guilabel:`Applied Job`: the current job position populates this field. If needed, the job
+  position can be changed by selecting a different position from the drop-down menu. If a different
+  job position is selected, after the card is created, the card appears on the
+  :guilabel:`Applications` page for that newly-selected job position.
+
+After the information is entered, click :guilabel:`Add`. The applicant appears in the list, and a
+new blank applicant card appears.
+
+If preferred, after entering the :guilabel:`Applicant's Name` in the Kanban card that appears, click
+:guilabel:`Edit`, and a detailed applicant form loads. Refer to the :ref:`New applicant form
+<recruitment/applicant-details>` section for details about filling out the form.
+
+When doing a quick add, clicking away from an empty card, or clicking the :icon:`fa-trash-o`
+(:guilabel:`trash`) icon, discards the applicant.
+
+.. image:: add-new-applicants/quick-add.png
+   :align: center
+   :alt: All the fields for a new applicant form entered when using the Quick Add option.
+
+.. _recruitment/create-new-applicant:
+
+New applicant form
+==================
+
+On the new applicant form, the :guilabel:`Subject / Application` field is populated with the
+pre-selected job position, by default. Certain fields on the applicant card may also be
+pre-populated, depending on how the job position is configured. Typically, the :guilabel:`Job`
+section, as well as the :guilabel:`Recruiter` field, are pre-populated.
+
+Complete the fields in the following sections on the new applicant form.
+
+.. note::
+   Depending on installed applications and configurations, some fields may **not** be displayed.
+
+.. image:: add-new-applicants/new-applicant.png
+   :align: center
+   :alt: All the fields for a new applicant form entered.
+
+.. _recruitment/applicant-details:
+
+Applicant section
+-----------------
+
+- :guilabel:`Subject/Application Name`: this is the **only** required field. Enter the title for the
+  card in this field. Typically, this is the applicant's name, and the job position being applied
+  to. For example: `John Smith - Experienced Developer`. This field is **not** visible in the Kanban
+  view of the :guilabel:`Applications` page, unless the :guilabel:`Applicant's Name` is left blank.
+- :guilabel:`Applicant's Name`: enter the applicant's name. This field is displayed as the card
+  title in the Kanban view of the :guilabel:`Applications` page.
+- :guilabel:`Email`: enter the applicant's email address.
+- :guilabel:`Phone`: enter the applicant's phone number.
+- :guilabel:`Mobile`: enter the applicant's mobile number.
+- :guilabel:`LinkedIn Profile`: enter the web address for the applicant's personal profile on
+  LinkedIn.
+- :guilabel:`Degree`: select the applicant's highest level of education from the drop-down menu.
+  Options are: :guilabel:`Graduate`, :guilabel:`Bachelor Degree`, :guilabel:`Master Degree`, or
+  :guilabel:`Doctoral Degree`. The :guilabel:`Graduate` option indicates the applicant graduated at
+  the highest level of school before a Bachelor's degree, such as a high school or secondary school
+  diploma, depending on the country.
+- :guilabel:`Interviewers`: using the drop-down menu, select the people to conduct the interviews.
+  The selected people **must** have either *recruiter* or *officer* rights configured for the
+  *Recruitment* application to appear in the drop-down list. Refer to the :doc:`Access rights
+  <../../general/users/access_rights>` documentation for more information.
+- :guilabel:`Recruiter`: select the user responsible for the entire recruitment process for the job
+  position.
+- :guilabel:`Evaluation`: represents a rating for the applicant: one star (:icon:`fa-star`
+  :icon:`fa-star-o` :icon:`fa-star-o`) is :guilabel:`Good`, two stars (:icon:`fa-star`
+  :icon:`fa-star` :icon:`fa-star-o`) is :guilabel:`Very Good`, and three stars (:icon:`fa-star`
+  :icon:`fa-star` :icon:`fa-star`)is :guilabel:`Excellent.`
+- :guilabel:`Source`: using the drop-down menu, select where the applicant learned about the job
+  position. The following options come pre-configured in Odoo: :guilabel:`Search engine`,
+  :guilabel:`Lead Recall`, :guilabel:`Newsletter`, :guilabel:`Facebook`, :guilabel:`Twitter`,
+  :guilabel:`LinkedIn`, :guilabel:`Monster`, :guilabel:`Glassdoor`, and :guilabel:`Craigslist`. To
+  add a new :guilabel:`Source`, type in the source, then click :guilabel:`Create "(new source)"`.
+- :guilabel:`Medium`: using the drop-down menu, specify how the job listing was found. The
+  pre-configured options are: :guilabel:`Banner`, :guilabel:`Direct`, :guilabel:`Email`,
+  :guilabel:`Facebook`, :guilabel:`Google Adwords`, :guilabel:`LinkedIn`, :guilabel:`Phone`,
+  :guilabel:`Television`, :guilabel:`Twitter` (now known as "X"), or :guilabel:`Website`. To add a
+  new :guilabel:`Medium`, type in the medium, then click :guilabel:`Create "(new medium)"`.
+- :guilabel:`Referred By User`: if referral points are to be earned for this job position in the
+  *Referrals* application, select the user who referred the applicant from the drop-down menu. The
+  *Referrals* application **must** be installed for this field to appear.
+- :guilabel:`Availability`: select the available start date for the applicant. To select a date,
+  click on the field to reveal a popover calendar. Use the :icon:`fa-angle-left` :guilabel:`(left)`
+  and :icon:`fa-angle-right` :guilabel:`(right)` arrows on either side of the month to navigate to
+  the desired month, then click the desired date. Leaving this field blank indicates the applicant
+  can start immediately.
+- :guilabel:`Tags`: select as many tags as desired from the drop-down menu. To add a tag that does
+  not exist, type in the tag name, then click :guilabel:`Create "new tag"` from the resulting
+  drop-down menu.
+
+Job section
+-----------
+
+The following fields are pre-populated when creating a new applicant, as long as these field are
+specified on the job position form. Editing the fields is possible, if desired.
+
+- :guilabel:`Applied Job`: select the job position the applicant is applying to from the drop-down
+  menu.
+- :guilabel:`Department`: select the department the job position falls under from the drop-down
+  menu.
+- :guilabel:`Company`: select the company the job position is for using the drop-down menu. This
+  field **only** appears when in a multi-company database.
+
+Contract section
+----------------
+
+- :guilabel:`Expected Salary`: enter the amount the applicant is requesting in this field. The
+  number should be in a `XX,XXX.XX` format. The currency is determined by the localization setting
+  for the company.
+
+  - :guilabel:`Extra advantages...`: if any extra advantages are requested by the applicant, enter
+    it in the :guilabel:`Extra advantages...` field to the right of the :guilabel:`Expected Salary`
+    field. This should be short and descriptive, such as `1 week extra vacation` or `dental plan`.
+
+- :guilabel:`Proposed Salary`: enter the amount to be offered to the applicant for the role in this
+  field. The number should be in a `XX,XXX.XX` format.
+
+  - :guilabel:`Extra advantages...`: if any extra advantages are offered to the applicant, enter it
+    in the :guilabel:`Extra advantages...` field to the right of the :guilabel:`Proposed Salary`
+    field. This should be short and descriptive, such as `unlimited sick time` or `retirement plan`.
+
+Application Summary tab
+-----------------------
+
+Any additional details or notes that should be added to the applicant's card can be typed into this
+field.
+
+Skills tab
+----------
+
+Skills can be added to the applicant's card. For details on adding skills, refer to the
+:ref:`Create new employees <employees/skills>` document.