[ADD] Referrals: new points doc
closes odoo/documentation#10257
X-original-commit: 17ee273d7f
Signed-off-by: Lara Martini (larm) <larm@odoo.com>
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@ -22,6 +22,8 @@ the :ref:`reporting <referrals/reporting>` and configurations menus. For more in
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and access rights, refer to these documents: :doc:`../general/users` and
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:doc:`../general/users/access_rights`.
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.. _referrals/onboarding:
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Onboarding
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==========
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@ -168,76 +170,6 @@ any changes, and revert to the original content.
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original image. To revert to the original image, the *Referrals* application must be *uninstalled
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then reinstalled.*
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Referral points
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===============
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The referral program is based on earning points that are then exchanged for rewards. On the main
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*Referrals* application dashboard, the top displays a summary of the user's current points. The left
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side of the summary displays the total points earned, and the right side displays the points that
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are available to spend.
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To see the various referrals and the points earned for each, click on one of the buttons directly
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beneath the avatars. The options are :guilabel:`Referrals`, :guilabel:`Ongoing`, and
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:guilabel:`Successful`.
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The current number of referrals who are still active in the recruitment pipeline, and have not yet
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been hired or refused, appear above the :guilabel:`Ongoing` button. The number of referrals who have
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been hired appear above the :guilabel:`Successful` button. The total number of referrals (both the
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ongoing and successful referrals combined) appear above the :guilabel:`Referrals` button.
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.. note::
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To view the referrals associated with each of the categories, :guilabel:`Referrals`,
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:guilabel:`Ongoing`, and :guilabel:`Successful`, click on the corresponding button. All the
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referrals for that specific category are displayed.
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My referrals
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------------
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To see all the referrals (both ongoing and successful) click the :guilabel:`Referrals` button. A
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:guilabel:`My Referral` window loads. This screen displays all the referrals, with each referral in
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its own referral card.
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A successful referral displays a green :guilabel:`Hired` banner in the top-right corner of the card.
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Referrals that are in process display a purple :guilabel:`In Progress` banner in the top-right
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corner.
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Each referral card lists the name of the applicant, the subject/application title (as it appears on
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the applicant card in the *Recruitment* app), the name of the job position, the person responsible
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for filling the role (recruiter), and the points earned. For referrals that have been hired, the
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selected avatar also appears on the card.
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.. image:: referrals/referrals.png
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:align: center
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:alt: Two referral cards, one hired and one in-progress.
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Points
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~~~~~~
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The points that can be earned for a referral are the same across all job positions. Each stage of
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the recruitment process has corresponding points assigned to it. The stages listed correspond to the
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stages configured in the *Recruitment* application.
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On each individual referral card, beneath the points earned is a bar chart that displays how many
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points have been earned out of the total possible points that can be earned if the applicant is
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hired.
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Beneath the bar chart is a list of the various recruitment stages and the points earned when the
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referral moves to that stage. If a stage has been achieved and the points have been earned, a green
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check mark appears next to the stage.
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.. example::
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The pre-configured point structure for referrals is as follows:
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- :guilabel:`Initial Qualification`: 1 point
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- :guilabel:`First Interview`: 20 points
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- :guilabel:`Second Interview`: 9 points
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- :guilabel:`Contract Proposal`: 5 points
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- :guilabel:`Contract Signed`: 50 points
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The total points earned for a referral that is hired is 85 points. Modifications of the points
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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/levels:
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Levels
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@ -356,11 +288,13 @@ spreadsheet from the drop-down menu, or select :guilabel:`New Spreadsheet`. Clic
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.. seealso::
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- :doc:`referrals/share_jobs`
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- :doc:`referrals/alerts`
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- :doc:`referrals/points`
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- :doc:`referrals/rewards`
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- :doc:`referrals/alerts`
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.. toctree::
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referrals/share_jobs
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referrals/alerts
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referrals/points
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referrals/rewards
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referrals/alerts
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content/applications/hr/referrals/points.rst
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72
content/applications/hr/referrals/points.rst
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@ -0,0 +1,72 @@
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===============
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Referral points
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===============
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The *Referrals* application allows employees to earn points that are then exchanged for
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:doc:`rewards <rewards>`.
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Current referral points can be viewed on the main *Referrals* app dashboard, which appears when the
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application is opened, after the :ref:`onboarding <referrals/onboarding>` slides have been viewed or
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skipped.
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At the top, a summary of the user's current points is displayed. The left side of the summary
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displays the :guilabel:`Total` points earned, and the right side displays the points that are
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available :guilabel:`To Spend`.
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To view the various referral stages, and their respective earned points, click one of the referral
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statuses beneath the avatar. The options are: :guilabel:`Referrals`, :guilabel:`Ongoing`, and
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:guilabel:`Successful`.
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The current number of referrals that are still active in the recruitment pipeline, but have not yet
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been hired or refused, appear above :guilabel:`Ongoing`. The number of referrals that have been
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hired, appear above :guilabel:`Successful`. The total number of referrals, both the ongoing and
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successful referrals combined, appears above :guilabel:`Referrals`.
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My referrals
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============
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To see all the referrals, both ongoing and successful, click :guilabel:`Referrals`. The
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:guilabel:`My Referral` screen page displays all the referrals, with each individual referral housed
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in its own referral card.
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A successful referral displays a white :icon:`fa-check` :guilabel:`Hired` badge in the top-right
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corner of the card, along with a vertical green stripe on the left-side of the card. Referrals that
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are in process have a purple :guilabel:`In Progress` badge in the top-right corner.
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Each referral card lists the name of the applicant, the subject/application title as it appears on
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the applicant card in the *Recruitment* app, the name of the job position, the person responsible
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for filling the role (i.e. the recruiter), and the points earned.
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For referrals that have been hired, the selected avatar also appears on the card.
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.. image:: points/referrals.png
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:align: center
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:alt: Two referral cards, one hired and one in-progress.
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Points
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------
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The points that can be earned for a referral are the same across all job positions. Each stage of
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the recruitment process has corresponding points assigned to it. The stages listed correspond to the
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stages configured in the *Recruitment* application.
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On each individual referral card, beneath the points earned, is a progress bar that displays how
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many points have been earned out of the total possible points that can be earned, if the applicant
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is hired.
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Beneath the bar chart is a list of the various recruitment stages, and the points earned when the
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referral moves to that stage. If a stage has been achieved, and the points have been earned, a green
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:icon:`fa-check` :guilabel:`(checkmark)` appears next to the stage.
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.. note::
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The preconfigured point structure for referrals is as follows:
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- :guilabel:`Initial Qualification`: 1 point
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- :guilabel:`First Interview`: 20 points
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- :guilabel:`Second Interview`: 9 points
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- :guilabel:`Contract Proposal`: 5 points
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- :guilabel:`Contract Signed`: 50 points
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The default total points earned for a referral that is hired is 85 points. Modifications of the
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points earned for each stage are made 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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