[IMP] recruitment: job positions new images and options
closes odoo/documentation#8419
X-original-commit: b5bfc45f09
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Lara Martini (larm) <larm@odoo.com>
@ -2,36 +2,42 @@
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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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In Odoo *Recruitment*, all job positions are shown on the default dashboard in the *Recruitment*
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app. This includes positions that are being actively recruited for, as well as inactive positions.
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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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Each job position is shown in an individual Kanban card. If the job position is active, and
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candidates can apply, a :guilabel:`Published` banner appears in the top-right corner of the card.
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View submitted applications by clicking anywhere on a job position card.
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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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:alt: Main dashboard view of Recruitment app showing all job positions.
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Create a new job position
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=========================
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Create a new job position from the main Recruitment dashboard by clicking the :guilabel:`New` button
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in the top-left corner.
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To create a new job position from the main dashboard in the *Recruitment* app, click the
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:guilabel:`New` button in the top-left corner, and a :guilabel:`Create a Job Position` modal
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appears.
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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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First, enter the name of the :guilabel:`Job Position` (such as `Sales Manager`, `Mechanical
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Engineer`, etc.) in the field.
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Next, enter an :guilabel:`Application email` by typing in the first half of the email address in the
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first field, then select the second half of the email using the drop-down menu in the second field.
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Applicants can send a resumé to this specific email address, and Odoo creates an application for
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them automatically.
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When complete, click the :guilabel:`Create` button to save the entry, or the :guilabel:`Discard`
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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.
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Once the job position has been created, it appears as a card in the Kanban view on the main
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*Recruitment* app dashboard.
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Edit a new job position
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-----------------------
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@ -44,40 +50,43 @@ options, and then click :guilabel:`Configuration` to edit the details.
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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 Summary` tab. This information is what is visible to
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potential applicants 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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None of the fields are required, but it is important to configure and populate the
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:guilabel:`Department`, :guilabel:`Location`, :guilabel:`Employment Type`, and :guilabel:`Job
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Summary` fields, as they are all visible to prospective applicants on the website.
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The fields can be filled out as follows:
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- :guilabel:`Department`: select the relevant department for the job position.
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- :guilabel:`Job Location`: select the physical address for the job.
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- :guilabel:`Employment Type`: select what type of position the job is, such as
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:guilabel:`Full-Time`, :guilabel:`Part-Time`, etc.
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- :guilabel:`Company`: select the company the job is for.
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- :guilabel:`Department`: select the relevant department for the job position. This is visible on
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the website.
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- :guilabel:`Job Location`: select the physical address for the job. If the job position is remote,
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leave this field blank. This is visible on the website.
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- :guilabel:`Email Alias`: enter an email address to which applicants can send a resumé. Once
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emailed, Odoo automatically creates an application for them.
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- :guilabel:`Employment Type`: select what type of position the job is, using the drop-down menu.
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The default options are :guilabel:`Permanent`, :guilabel:`Temporary`, :guilabel:`Seasonal`,
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:guilabel:`Interim`, :guilabel:`Full-Time`, and :guilabel:`Part-Time`. This is visible on the
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website.
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- :guilabel:`Company`: select the company the job is for. This field only appears if using a
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multi-company database.
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- :guilabel:`Target`: enter the number of employees to be hired for this position.
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- :guilabel:`Is Published`: activate this option to publish the job online.
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- :guilabel:`Website`: select the website where the job will be published.
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- :guilabel:`Recruiter`: select the person who will be doing the recruiting for this role.
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- :guilabel:`Interviewers`: select who should perform the interview(s). Multiple people can be
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- :guilabel:`Website`: select the website the job is published on.
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- :guilabel:`Recruiter`: select the person responsible for recruiting this role.
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- :guilabel:`Interviewers`: select who should perform the interviews. Multiple people can be
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selected.
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- :guilabel:`Interview Form`: select an :ref:`Interview form <interview>` that applicants will fill
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out prior to their interview.
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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 an :ref:`Interview form <recruitment/interview>` that
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applicants fill out prior to their interview.
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- :guilabel:`Contract Template`: select a contract template to be used when offering the job to a
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candidate.
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- :guilabel:`Process Details` section: this section contains information that is displayed online
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for the job position. This informs the applicants of the timeline and steps for the recruitment
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process, so they know when to expect a reply.
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- :guilabel:`Time to Answer`: enter the number of days before the applicant is contacted.
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- :guilabel:`Process`: enter the various stages the candidate will go through during the
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recruitment process.
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- :guilabel:`Process`: enter the various stages the candidate goes through during the recruitment
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process.
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- :guilabel:`Days to get an Offer`: enter the number of days before the applicant should expect
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an offer after the recruitment process has ended.
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@ -86,11 +95,13 @@ The fields can be filled out as follows:
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selected from a drop-down menu. The text is displayed on the website exactly as it appears in
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this tab.
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Finally, enter the job description in the :guilabel:`Job Summary` tab.
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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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.. _interview:
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.. _recruitment/interview:
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Create interview form
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---------------------
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@ -99,350 +110,27 @@ An *Interview Form* is used to determine if a candidate is a good fit for a job
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forms can be as specific or general as desired, and can take the form of a certification, an exam,
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or a general questionnaire. Interview forms are determined by the recruitment team.
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All interview forms must be created, there are no pre-configured forms in Odoo. To create an
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interview form, start from the recruitment tab of the :guilabel:`Job Position` form. In the
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:guilabel:`Interview Form` field, enter a name for the new interview form. As the name is typed,
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several options populate beneath the entry, :guilabel:`Create (interview form name)`,
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:guilabel:`View all`, and :guilabel:`Create and edit...`. Click :guilabel:`Create and edit...`. and
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a :guilabel:`Create Interview Form` pop-up window appears.
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Before creating an interview form, ensure the proper settings are enabled. Navigate to
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:menuselection:`Recruitment app --> Configuration --> Settings`, and under the
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:guilabel:`Recruitment Process` section, ensure the :guilabel:`Send Interview Survey` option is
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enabled.
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Since there are no pre-configured forms in Odoo, all interview forms must be created. To create an
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interview form, start from the :guilabel:`Recruitment` tab of the :guilabel:`Job Position` form. In
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the :guilabel:`Interview Form` field, enter a name for the new interview form. As the name is typed,
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several options populate beneath the entry: :guilabel:`Create (interview form name)`,
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:guilabel:`Search More...`, and :guilabel:`Create and edit...`. Click :guilabel:`Create and edit...`
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and a :guilabel:`Create Interview Form` modal appears.
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.. image:: new_job/blank-interview-form.png
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:align: center
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:alt: The blank interview form modal.
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.. note::
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The option :guilabel:`View all` only appears if there are any interview forms already created.
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If no interview forms exist, the only options available are :guilabel:`Create (interview form
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name)`, and :guilabel:`Create and edit...`.
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The option :guilabel:`Search More...` only appears if there are any interview forms already
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created. If no interview forms exist, the only options available are :guilabel:`Create (interview
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form name)`, and :guilabel:`Create and edit...`.
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First, enter a name for the form in the :guilabel:`Name` field. This should be indicative of when
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the form should be used. For example, is the form specific to a job position, or is it a general
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form that can be used for all recruitment scenarios?
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Next, select what kind of interview form is being created. The default is :guilabel:`Custom`, which
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is pre-selected. The various options are :guilabel:`Survey`, :guilabel:`Live session`,
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:guilabel:`Assessment`, :guilabel:`Custom`, and :guilabel:`Appraisal`.
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Then select the person responsible for the form from the drop-down menu for the
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:guilabel:`Responsible` field.
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If desired, an image can be added to the interview form. Mouse over the camera icon on the far right
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and a :guilabel:`✏️ (pencil)` icon appears. Click the :guilabel:`✏️ (pencil)` icon and a file
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explorer window appears. Navigate to the desired image file, then click :guilabel:`Open` to select
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it.
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.. image:: new_job/create-interview-form.png
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:align: center
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:alt: The top portion of the new interview form with everything filled out and selected.
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Questions
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~~~~~~~~~
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In the :guilabel:`Questions` tab, click on :guilabel:`Add a section` to add a section to the form. A
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line appears, and a section heading can be entered. When complete, click off the line, or press
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enter to lock in the new section on the form.
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Next, click :guilabel:`Add a question` to add a question to the section. A :guilabel:`Create
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Sections and Questions` pop-up window appears where the question details are entered. Type out the
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question in the top line.
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There are several :guilabel:`Question Types` to choose from:
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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:`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:`Matrix`: a customizable table that allows the candidate to choose an answer for each
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row
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After selecting a question type, a sample question appears in gray. This represents how the question
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will be displayed to applicants.
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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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Answers
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*******
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If :guilabel:`Multiple choice: only one answer`, :guilabel:`Multiple choice: multiple answers
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allowed`, :guilabel:`Single Line Text Box`, or :guilabel:`Matrix` is selected for the
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:guilabel:`Question Type`, an :guilabel:`Answers` tab appears beneath the question. If another
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question type is selected, the :guilabel:`Answers` tab remains hidden from view.
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.. tabs::
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.. tab:: Multiple choice
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For both the :guilabel:`Multiple choice: only one answer` and :guilabel:`Multiple choice:
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multiple answers allowed` question type, the answers are populated in the same way.
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First, in the :guilabel:`Answers` tab, click :guilabel:`Add a line`. A line appears, and an
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answer can be entered. After typing in the answer, click off the line, or press enter to lock
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in the new answer on the form and have another answer line appear.
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If desired, an image can be attached to the answer. Click on a line to select it, and an
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:guilabel:`Upload your file` button appears on the right side. Click the :guilabel:`Upload
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your file` button and a file explorer window appears. Navigate to the image file, select it,
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then click :guilabel:`Open` to select it.
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Repeat this for all the answers to be added for the multiple choice question. The answers can
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be rearranged in any order. To move an answer, click on the six small squares on the far left
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of each answer line, and drag the answer to the desired position. The order the answers appear
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in the form is the order the answers will appear online.
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To delete a line, click on the :guilabel:`🗑️ (trash can)` icon on the far right side of the
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answer line.
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.. image:: new_job/multi-answers.png
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:align: center
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:alt: Answers to a multiple choice question, where each line has a different answer listed.
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.. tab:: Single Line Text Box
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If the :guilabel:`Single Line Text Box` question type is selected, only two checkboxes appear
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in the :guilabel:`Answers` tab:
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- :guilabel:`Input must be an email`: activate this option if the answer must be in the format
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of an email address.
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- :guilabel:`Save as user email?`: this option appears if :guilabel:`Input must be an email`
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is selected. This saves the email entered on the form as the user's email, and will be
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used anytime Odoo contacts the user via email.
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- :guilabel:`Save as user nickname?`: activate this option to populate the answer as the
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user's nickname. This is stored and used anywhere Odoo uses a nickname.
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.. image:: new_job/single-line.png
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:align: center
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:alt: The three possible checkboxes that can appear if a single line of text is selected
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for the question type.
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.. tab:: Matrix
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Sometimes, a question is asked that does not fit a standard answer format, and is best suited
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for a matrix. For example, asking an applicant what is their availability to work compared to
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the various shifts is a perfect question for a matrix format. In this example, an applicant
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can click on all the shifts they are available to work.
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For a :guilabel:`Matrix` question type, there are two sets of data that need to be input. The
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rows and columns must both be configured. The columns are represented by the
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:guilabel:`Choices` section, while the rows are configured in the :guilabel:`Rows` section.
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The method for populating both sections is the same. In the :guilabel:`Answers` tab, click
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:guilabel:`Add a line` in either the :guilabel:`Choices` or :guilabel:`Row` section. A line
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appears, and an answer can be entered. After typing in the answer, click off the line, or
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press enter to lock in the new answer on the form and have another answer line appear. Repeat
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this for all answers for both the :guilabel:`Choices` and :guilabel:`Rows` sections.
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.. figure:: new_job/matrix.png
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:align: center
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This is an example matrix that asks an applicant what shifts they are available to work on
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Saturdays and Sundays, either morning, afternoon, or evening.
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Description
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***********
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Enter any information that may be helpful to an applicant. This description will appear for this
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specific question only, and therefore should be question-specific and not generalized.
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Options
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*******
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To view the options that are available to set for a question, click on the :guilabel:`Options` tab.
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The :guilabel:`Layout`, :guilabel:`Constraints`, and :guilabel:`Live Sessions` sections are
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universal for all :guilabel:`Question Types`, while the :guilabel:`Answers` tab is specific to the
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:guilabel:`Question Type` selected, and changes based on the selection.
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Answers
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^^^^^^^
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- :guilabel:`Multiple choice: only one answer` and :guilabel:`Multiple choice: multiple answers
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allowed`: a :guilabel:`Show Comments Field` option appears. Activate the option to allow the
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applicant to answer the question by typing in an answer (or comment). A :guilabel:`Comment
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Message` and :guilabel:`Comment is an answer` field appear if activated. Enter the text to appear
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in the :guilabel:`Comment Message` field. This should be helpful to the applicant, such as `If
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other, please specify`. Last, if the comment should be logged as the applicant's answer, activate
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the box.
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- :guilabel:`Multiple Lines Text Box`: a :guilabel:`Placeholder` field appears. Enter any text that
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should appear with the question to help clarify how the applicant should answer.
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- :guilabel:`Single Line Text Box` and :guilabel:`Numerical Value`: a :guilabel:`Validate entry`
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option appears. Activate this option if what the applicant enters must be a numerical value, *and*
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needs to be verified. The answer can *only* be verified if it is a numerical entry. When
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activated, several other options appear. Enter the values for the :guilabel:`Min/Max Limits` in
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the two fields. Next, enter the text that appears when the answer given does not fit within the
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designated minimum and maximum parameters. Last, enter any text in the :guilabel:`Placeholder`
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field to provide any additional information or directions to assist the applicant.
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- :guilabel:`Date` and :guilabel:`Datetime`: a :guilabel:`Validate entry` option appears. Activate
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this option if the applicant's answer needs to be verified. When activated, several other options
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appear. Enter the date ranges for the :guilabel:`Min/Max Limits` in the two fields. Click on
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a field, either the :guilabel:`minimum` or :guilabel:`maximum`, and a calendar appears. Select the
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dates for the corresponding fields. Next, enter the text that appears when the answer given does
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not fit within the designated minimum and maximum dates. Last, enter any text in the
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:guilabel:`Placeholder` field to provide any additional information or directions to assist the
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applicant.
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- :guilabel:`Matrix`: the first option that appears is :guilabel:`Matrix Type`. Select either
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:guilabel:`One choice per row` or :guilabel:`Multiple choices per row` using the drop-down menu.
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The next option is :guilabel:`Show Comments Field`. Activate the option if there should be a
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comment displayed to the applicant. If activated, a :guilabel:`Comment Message` and
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:guilabel:`Comment is an answer` field appear. Enter the text to appear in the :guilabel:`Comment
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Message` field. This should be an instruction helpful to the applicant, such as `If other, please
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specify`. Last, if the comment should be logged as the applicant's answer, activate the box.
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Constraints
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^^^^^^^^^^^
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If the question is required to be answered by the applicant, activate the box next to
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:guilabel:`Mandatory Answer`. An :guilabel:`Error message` field appears, with some example text in
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gray (*This question requires an answer*). Enter the message that should appear if the applicant
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attempts to move on to the next question without answering this required one. The text should
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explain that the question must be answered.
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Layout
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^^^^^^
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If the question should only appear if a previous question is answered in a specific way, activate
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the :guilabel:`Conditional Display` option. A new :guilabel:`Triggering Question` field appears.
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Using the drop-down menu, select the previous question this new question is linked to. Once a
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previous question is selected, a :guilabel:`Triggering Answer` field appears. Select the answer that
|
||||
must be selected in order for the new question to appear.
|
||||
|
||||
.. example::
|
||||
To further illustrate a triggering question, the following is an example that is applicable to
|
||||
recruitment. The question, `Do you have experience with managing a sales team?` is already
|
||||
added. A new question is then added, `How many years of experience?`. This question should *only*
|
||||
appear if the applicant selected `Yes` to the question `Do you have prior experience managing a
|
||||
sales team?`.
|
||||
|
||||
To properly configure this example, activate the :guilabel:`Conditional Display` option. Then,
|
||||
select `Do you have experience with managing a sales team?` as the :guilabel:`Triggering
|
||||
Question`. Then, select :guilabel:`Yes` for the triggering answer.
|
||||
|
||||
|
||||
.. image:: new_job/layout.png
|
||||
:align: center
|
||||
:alt: The layout field when properly configured for a conditional question.
|
||||
|
||||
Live Sessions
|
||||
^^^^^^^^^^^^^
|
||||
|
||||
If the question is for a live session, activate the :guilabel:`Question Time Limit` option. A
|
||||
:guilabel:`seconds` field appears. Enter the amount of time allotted for the applicant to enter the
|
||||
answer, in seconds.
|
||||
|
||||
Options
|
||||
~~~~~~~
|
||||
|
||||
Next, configure the various options for the interview form. Click the :guilabel:`Options` tab to
|
||||
view all the options to configure, by category.
|
||||
|
||||
Questions
|
||||
*********
|
||||
|
||||
- :guilabel:`Pagination`: choose how the questions should be displayed.
|
||||
|
||||
- :guilabel:`One page per question`: display a single question on each page.
|
||||
- :guilabel:`One page per section`: display each section with the corresponding questions on an
|
||||
individual page.
|
||||
- :guilabel:`One page with all the questions`: display all sections and questions at the same
|
||||
time.
|
||||
|
||||
|
||||
- :guilabel:`Display Progress as`: choose how to display the percentage of questions remaining to
|
||||
answer. This option only appears if either :guilabel:`One page per question` or :guilabel:`One
|
||||
page per section` is selected for :guilabel:`Pagination`.
|
||||
|
||||
- :guilabel:`Percentage left`: display the remaining amount in a percentage (%).
|
||||
- :guilabel:`Number`: display the remaining amount in a numerical value.
|
||||
|
||||
|
||||
- :guilabel:`Question Selection`: choose which questions are presented.
|
||||
|
||||
- :guilabel:`All questions`: display the entire form, with all questions form all sections.
|
||||
- :guilabel:`Randomized per Section`: display only a random selection of questions from each
|
||||
section.
|
||||
|
||||
|
||||
- :guilabel:`Back Button`: activate this option if the applicant is able to click a back button to
|
||||
go back to previous questions.
|
||||
|
||||
.. note::
|
||||
Although it is a selectable option, the :guilabel:`Randomized per section` option should only be
|
||||
used if receiving partial information/an incomplete survey from every applicant is acceptable to
|
||||
the business.
|
||||
|
||||
Time & Scoring
|
||||
**************
|
||||
|
||||
- :guilabel:`Survey Time Limit`: activate this option to limit the time allowed to complete the
|
||||
form. When selected, a field to enter the minutes appears next to the checked box. Enter the time
|
||||
(using an XX:XX minute/second format) in the field.
|
||||
- :guilabel:`Scoring`: choose how the questions should be scored.
|
||||
|
||||
- :guilabel:`No scoring`: select this option to not score the form.
|
||||
- :guilabel:`Scoring with answers at the end`: select this option to score the form and display
|
||||
the correct answers for the candidate when they are finished with the form.
|
||||
- :guilabel:`Scoring without answers at the end`: select this option to score the form but not
|
||||
display the answers to the candidate.
|
||||
|
||||
- :guilabel:`Required Score (%)`: this option appears if one of the scoring options was selected.
|
||||
Enter the percentage the candidate needs to pass the exam (example, 80.00%). The entry should be
|
||||
written in an “XX.XX” format.
|
||||
|
||||
- :guilabel:`Is a Certification`: activate this option if the form is a certification exam. When
|
||||
activated, a drop-down menu appears next to the checkbox. Select one of the default formats for
|
||||
the PDF certificate that will be sent to the candidate after completing the certification exam.
|
||||
Click the :guilabel:`Preview` button to view an example of the PDF certificate.
|
||||
- :guilabel:`Certified Email Template`: if the :guilabel:`Is a Certification` box is activated, a
|
||||
:guilabel:`Certified Email Template` appears. Select the email template from the drop-down menu
|
||||
that is to be used when the applicant passes the test. Click the :guilabel:`External Link` icon to
|
||||
the right of the email template to preview the email.
|
||||
|
||||
Participants
|
||||
************
|
||||
|
||||
- :guilabel:`Access Mode`: specify who can access the exam. Either :guilabel:`Anyone with the link`
|
||||
or :guilabel:`Invited people only`.
|
||||
- :guilabel:`Require Login`: activate this option to require candidates to log in before taking the
|
||||
exam, whether they have a valid token or not.
|
||||
- :guilabel:`Limit Attempts`: if there is a limit to how many times the exam can be taken, activate
|
||||
this box, then enter the maximum attempt number in the field next to it.
|
||||
|
||||
Live Session
|
||||
************
|
||||
|
||||
- :guilabel:`Session Code`: enter the access code that will allow the viewers into the live exam
|
||||
session.
|
||||
- :guilabel:`Session Link`: the link appears in a box next to the :guilabel:`Session Link` option.
|
||||
Click the :guilabel:`Copy` button to copy the link.
|
||||
- :guilabel:`Reward quick answers`: if the exam is to be taken live, activate this option to award
|
||||
more points to participants who answer quickly.
|
||||
|
||||
After all fields have been entered, click the :guilabel:`Save` button to save the changes, or click
|
||||
:guilabel:`Discard` to delete the changes.
|
||||
|
||||
.. image:: new_job/options.png
|
||||
:align: center
|
||||
:alt: Various options to configure for the interview form.
|
||||
|
||||
Description
|
||||
~~~~~~~~~~~
|
||||
|
||||
When the applicant begins the survey, the text entered in this tab appears at the top of the survey
|
||||
page. Enter any information or descriptions that would be helpful to the applicant.
|
||||
|
||||
End Message
|
||||
~~~~~~~~~~~
|
||||
|
||||
After the survey is complete, the message entered in this tab is displayed for the applicant.
|
||||
Proceed to fill out the modal interview form as a typical survey. For specific directions on how to
|
||||
create a survey, refer to the :doc:`survey essentials <../../marketing/surveys/create>` document,
|
||||
which provides step-by-step instructions on how to create and configure a survey.
|
||||
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