[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>

content/applications/hr/recruitment/new_job.rst

@@ -2,36 +2,42 @@
 Job positions
 =============
 
-In the default :menuselection:`Recruitment` dashboard view, all job positions are shown, regardless
-of status. Current published positions with active applicants are shown, as well as job positions
-that have been created but have not yet been published.
+In Odoo *Recruitment*, all job positions are shown on the default dashboard in the *Recruitment*
+app. This includes positions that are being actively recruited for, as well as inactive positions.
 
-Each job position is shown in an individual kanban card. If the job position is active and
-candidates can apply, then a :guilabel:`Published` banner will appear in the top-right corner of the
-card.
+Each job position is shown in an individual Kanban card. If the job position is active, and
+candidates can apply, a :guilabel:`Published` banner appears in the top-right corner of the card.
 
 View submitted applications by clicking anywhere on a job position card.
 
 .. image:: new_job/jobs.png
    :align: center
-   :alt: Main dashboard view of Recruitment showing all job positions.
+   :alt: Main dashboard view of Recruitment app showing all job positions.
 
 Create a new job position
 =========================
 
-Create a new job position from the main Recruitment dashboard by clicking the :guilabel:`New` button
-in the top-left corner.
+To create a new job position from the main dashboard in the *Recruitment* app, click the
+:guilabel:`New` button in the top-left corner, and a :guilabel:`Create a Job Position` modal
+appears.
 
-Then, a :guilabel:`Create a Job Position` pop-up window will appear. From here, enter the name of
-the position (such as `Sales Manager`, `Mechanical Engineer`, etc.). When complete, click the
-:guilabel:`Create` button to save the entry, or the :guilabel:`Discard` button to delete it.
+First, enter the name of the :guilabel:`Job Position` (such as `Sales Manager`, `Mechanical
+Engineer`, etc.) in the field.
+
+Next, enter an :guilabel:`Application email` by typing in the first half of the email address in the
+first field, then select the second half of the email using the drop-down menu in the second field.
+Applicants can send a resumé to this specific email address, and Odoo creates an application for
+them automatically.
+
+When complete, click the :guilabel:`Create` button to save the entry, or the :guilabel:`Discard`
+button to delete it.
 
 .. image:: new_job/job-title.png
    :align: center
    :alt: Create a new job position.
 
-Once the job position has been created, it will appear as a card in the kanban view on the main
-:guilabel:`Recruitment` dashboard.
+Once the job position has been created, it appears as a card in the Kanban view on the main
+*Recruitment* app dashboard.
 
 Edit a new job position
 -----------------------
@@ -44,40 +50,43 @@ options, and then click :guilabel:`Configuration` to edit the details.
    :align: center
    :alt: Edit the job position card.
 
-Enter the job description in the :guilabel:`Job Summary` tab. This information is what is visible to
-potential applicants when searching for available jobs.
-
-Recruitment
-~~~~~~~~~~~
-
 All the basic information about the job position is listed under the :guilabel:`Recruitment` tab.
-None of the fields are required, but it is a good idea to provide at least a few details, such as
-where the job is located.
+
+None of the fields are required, but it is important to configure and populate the
+:guilabel:`Department`, :guilabel:`Location`, :guilabel:`Employment Type`, and :guilabel:`Job
+Summary` fields, as they are all visible to prospective applicants on the website.
 
 The fields can be filled out as follows:
 
-- :guilabel:`Department`: select the relevant department for the job position.
-- :guilabel:`Job Location`: select the physical address for the job.
-- :guilabel:`Employment Type`: select what type of position the job is, such as
-  :guilabel:`Full-Time`, :guilabel:`Part-Time`, etc.
-- :guilabel:`Company`: select the company the job is for.
+- :guilabel:`Department`: select the relevant department for the job position. This is visible on
+  the website.
+- :guilabel:`Job Location`: select the physical address for the job. If the job position is remote,
+  leave this field blank. This is visible on the website.
+- :guilabel:`Email Alias`: enter an email address to which applicants can send a resumé. Once
+  emailed, Odoo automatically creates an application for them.
+- :guilabel:`Employment Type`: select what type of position the job is, using the drop-down menu.
+  The default options are :guilabel:`Permanent`, :guilabel:`Temporary`, :guilabel:`Seasonal`,
+  :guilabel:`Interim`, :guilabel:`Full-Time`, and :guilabel:`Part-Time`. This is visible on the
+  website.
+- :guilabel:`Company`: select the company the job is for. This field only appears if using a
+  multi-company database.
 - :guilabel:`Target`: enter the number of employees to be hired for this position.
 - :guilabel:`Is Published`: activate this option to publish the job online.
-- :guilabel:`Website`: select the website where the job will be published.
-- :guilabel:`Recruiter`: select the person who will be doing the recruiting for this role.
-- :guilabel:`Interviewers`: select who should perform the interview(s). Multiple people can be
+- :guilabel:`Website`: select the website the job is published on.
+- :guilabel:`Recruiter`: select the person responsible for recruiting this role.
+- :guilabel:`Interviewers`: select who should perform the interviews. Multiple people can be
   selected.
-- :guilabel:`Interview Form`: select an :ref:`Interview form <interview>` that applicants will fill
-  out prior to their interview.
-- :guilabel:`Contract Template`: select a contract template that will be used when offering the job
-  to a candidate.
+- :guilabel:`Interview Form`: select an :ref:`Interview form <recruitment/interview>` that
+  applicants fill out prior to their interview.
+- :guilabel:`Contract Template`: select a contract template to be used when offering the job to a
+  candidate.
 - :guilabel:`Process Details` section: this section contains information that is displayed online
   for the job position. This informs the applicants of the timeline and steps for the recruitment
   process, so they know when to expect a reply.
 
   - :guilabel:`Time to Answer`: enter the number of days before the applicant is contacted.
-  - :guilabel:`Process`: enter the various stages the candidate will go through during the
-    recruitment process.
+  - :guilabel:`Process`: enter the various stages the candidate goes through during the recruitment
+    process.
   - :guilabel:`Days to get an Offer`: enter the number of days before the applicant should expect
     an offer after the recruitment process has ended.
 
@@ -86,11 +95,13 @@ The fields can be filled out as follows:
    selected from a drop-down menu. The text is displayed on the website exactly as it appears in
    this tab.
 
+Finally, enter the job description in the :guilabel:`Job Summary` tab.
+
 .. image:: new_job/recruitment-tab.png
    :align: center
    :alt: Enter job information details in the recruitment tab.
 
-.. _interview:
+.. _recruitment/interview:
 
 Create interview form
 ---------------------
@@ -99,350 +110,27 @@ An *Interview Form* is used to determine if a candidate is a good fit for a job
 forms can be as specific or general as desired, and can take the form of a certification, an exam,
 or a general questionnaire. Interview forms are determined by the recruitment team.
 
-All interview forms must be created, there are no pre-configured forms in Odoo. To create an
-interview form, start from the recruitment tab of the :guilabel:`Job Position` form. In the
-:guilabel:`Interview Form` field, enter a name for the new interview form. As the name is typed,
-several options populate beneath the entry, :guilabel:`Create (interview form name)`,
-:guilabel:`View all`, and :guilabel:`Create and edit...`. Click :guilabel:`Create and edit...`. and
-a :guilabel:`Create Interview Form` pop-up window appears.
+Before creating an interview form, ensure the proper settings are enabled. Navigate to
+:menuselection:`Recruitment app --> Configuration --> Settings`, and under the
+:guilabel:`Recruitment Process` section, ensure the :guilabel:`Send Interview Survey` option is
+enabled.
+
+Since there are no pre-configured forms in Odoo, all interview forms must be created. To create an
+interview form, start from the :guilabel:`Recruitment` tab of the :guilabel:`Job Position` form. In
+the :guilabel:`Interview Form` field, enter a name for the new interview form. As the name is typed,
+several options populate beneath the entry: :guilabel:`Create (interview form name)`,
+:guilabel:`Search More...`, and :guilabel:`Create and edit...`. Click :guilabel:`Create and edit...`
+and a :guilabel:`Create Interview Form` modal appears.
+
+.. image:: new_job/blank-interview-form.png
+   :align: center
+   :alt: The blank interview form modal.
 
 .. note::
-   The option :guilabel:`View all` only appears if there are any interview forms already created.
-   If no interview forms exist, the only options available are :guilabel:`Create (interview form
-   name)`, and :guilabel:`Create and edit...`.
+   The option :guilabel:`Search More...` only appears if there are any interview forms already
+   created. If no interview forms exist, the only options available are :guilabel:`Create (interview
+   form name)`, and :guilabel:`Create and edit...`.
 
-First, enter a name for the form in the :guilabel:`Name` field. This should be indicative of when
-the form should be used. For example, is the form specific to a job position, or is it a general
-form that can be used for all recruitment scenarios?
-
-Next, select what kind of interview form is being created. The default is :guilabel:`Custom`, which
-is pre-selected. The various options are :guilabel:`Survey`, :guilabel:`Live session`,
-:guilabel:`Assessment`, :guilabel:`Custom`, and :guilabel:`Appraisal`.
-
-Then select the person responsible for the form from the drop-down menu for the
-:guilabel:`Responsible` field.
-
-If desired, an image can be added to the interview form. Mouse over the camera icon on the far right
-and a :guilabel:`✏️ (pencil)` icon appears. Click the :guilabel:`✏️ (pencil)` icon and a file
-explorer window appears. Navigate to the desired image file, then click :guilabel:`Open` to select
-it.
-
-.. image:: new_job/create-interview-form.png
-   :align: center
-   :alt: The top portion of the new interview form with everything filled out and selected.
-
-Questions
-~~~~~~~~~
-
-In the :guilabel:`Questions` tab, click on :guilabel:`Add a section` to add a section to the form. A
-line appears, and a section heading can be entered. When complete, click off the line, or press
-enter to lock in the new section on the form.
-
-Next, click :guilabel:`Add a question` to add a question to the section. A :guilabel:`Create
-Sections and Questions` pop-up window appears where the question details are entered. Type out the
-question in the top line.
-
-There are several :guilabel:`Question Types` to choose from:
-
-- :guilabel:`Multiple choice: only one answer`: a multiple choice question that only allows the
-  candidate to select one answer
-- :guilabel:`Multiple choice: multiple answers allowed`: a multiple choice question that allows the
-  candidate to select multiple answers
-- :guilabel:`Multiple Lines Text Box`: allows the applicant to enter several lines of text
-- :guilabel:`Single Line Text Box`: limits the applicant to only a single line of text
-- :guilabel:`Numerical Value`: only allows a number to be entered
-- :guilabel:`Date`: a calendar module is presented to select a date
-- :guilabel:`Datetime`: a calendar module and a clock icon is presented to select a date and time
-- :guilabel:`Matrix`: a customizable table that allows the candidate to choose an answer for each
-  row
-
-After selecting a question type, a sample question appears in gray. This represents how the question
-will be displayed to applicants.
-
-.. image:: new_job/questions.png
-   :align: center
-   :alt: Add a new question to the interview form.
-
-Questions and sections can be reorganized. Move them by clicking and dragging individual section
-headings or question lines to their desired position(s).
-
-Sections are indicated by a gray background, while questions have a white background.
-
-.. image:: new_job/questions-matrix.png
-   :align: center
-   :alt: A sample of categories and questions for a candidate.
-
-Answers
-*******
-
-If :guilabel:`Multiple choice: only one answer`, :guilabel:`Multiple choice: multiple answers
-allowed`, :guilabel:`Single Line Text Box`, or :guilabel:`Matrix` is selected for the
-:guilabel:`Question Type`, an :guilabel:`Answers` tab appears beneath the question. If another
-question type is selected, the :guilabel:`Answers` tab remains hidden from view.
-
-.. tabs::
-
-   .. tab:: Multiple choice
-
-      For both the :guilabel:`Multiple choice: only one answer` and :guilabel:`Multiple choice:
-      multiple answers allowed` question type, the answers are populated in the same way.
-
-      First, in the :guilabel:`Answers` tab, click :guilabel:`Add a line`. A line appears, and an
-      answer can be entered. After typing in the answer, click off the line, or press enter to lock
-      in the new answer on the form and have another answer line appear.
-
-      If desired, an image can be attached to the answer. Click on a line to select it, and an
-      :guilabel:`Upload your file` button appears on the right side. Click the :guilabel:`Upload
-      your file` button and a file explorer window appears. Navigate to the image file, select it,
-      then click :guilabel:`Open` to select it.
-
-      Repeat this for all the answers to be added for the multiple choice question. The answers can
-      be rearranged in any order. To move an answer, click on the six small squares on the far left
-      of each answer line, and drag the answer to the desired position. The order the answers appear
-      in the form is the order the answers will appear online.
-
-      To delete a line, click on the :guilabel:`🗑️ (trash can)` icon on the far right side of the
-      answer line.
-
-      .. image:: new_job/multi-answers.png
-         :align: center
-         :alt: Answers to a multiple choice question, where each line has a different answer listed.
-
-   .. tab:: Single Line Text Box
-
-      If the :guilabel:`Single Line Text Box` question type is selected, only two checkboxes appear
-      in the :guilabel:`Answers` tab:
-
-      - :guilabel:`Input must be an email`: activate this option if the answer must be in the format
-        of an email address.
-
-        - :guilabel:`Save as user email?`: this option appears if :guilabel:`Input must be an email`
-          is selected. This saves the email entered on the form as the user's email, and will be
-          used anytime Odoo contacts the user via email.
-
-      - :guilabel:`Save as user nickname?`: activate this option to populate the answer as the
-        user's nickname. This is stored and used anywhere Odoo uses a nickname.
-
-      .. image:: new_job/single-line.png
-         :align: center
-         :alt: The three possible checkboxes that can appear if a single line of text is selected
-               for the question type.
-
-   .. tab:: Matrix
-
-      Sometimes, a question is asked that does not fit a standard answer format, and is best suited
-      for a matrix. For example, asking an applicant what is their availability to work compared to
-      the various shifts is a perfect question for a matrix format. In this example, an applicant
-      can click on all the shifts they are available to work.
-
-      For a :guilabel:`Matrix` question type, there are two sets of data that need to be input. The
-      rows and columns must both be configured. The columns are represented by the
-      :guilabel:`Choices` section, while the rows are configured in the :guilabel:`Rows` section.
-
-      The method for populating both sections is the same. In the :guilabel:`Answers` tab, click
-      :guilabel:`Add a line` in either the :guilabel:`Choices` or :guilabel:`Row` section.  A line
-      appears, and an answer can be entered. After typing in the answer, click off the line, or
-      press enter to lock in the new answer on the form and have another answer line appear. Repeat
-      this for all answers for both the :guilabel:`Choices` and :guilabel:`Rows` sections.
-
-      .. figure:: new_job/matrix.png
-         :align: center
-
-         This is an example matrix that asks an applicant what shifts they are available to work on
-         Saturdays and Sundays, either morning, afternoon, or evening.
-
-Description
-***********
-
-Enter any information that may be helpful to an applicant. This description will appear for this
-specific question only, and therefore should be question-specific and not generalized.
-
-Options
-*******
-
-To view the options that are available to set for a question, click on the :guilabel:`Options` tab.
-The :guilabel:`Layout`, :guilabel:`Constraints`, and :guilabel:`Live Sessions` sections are
-universal for all :guilabel:`Question Types`, while the :guilabel:`Answers` tab is specific to the
-:guilabel:`Question Type` selected, and changes based on the selection.
-
-Answers
-^^^^^^^
-
-- :guilabel:`Multiple choice: only one answer` and :guilabel:`Multiple choice: multiple answers
-  allowed`: a :guilabel:`Show Comments Field` option appears. Activate the option to allow the
-  applicant to answer the question by typing in an answer (or comment). A :guilabel:`Comment
-  Message` and :guilabel:`Comment is an answer` field appear if activated. Enter the text to appear
-  in the :guilabel:`Comment Message` field. This should be helpful to the applicant, such as `If
-  other, please specify`. Last, if the comment should be logged as the applicant's answer, activate
-  the box.
-- :guilabel:`Multiple Lines Text Box`: a :guilabel:`Placeholder` field appears. Enter any text that
-  should appear with the question to help clarify how the applicant should answer.
-- :guilabel:`Single Line Text Box` and :guilabel:`Numerical Value`: a :guilabel:`Validate entry`
-  option appears. Activate this option if what the applicant enters must be a numerical value, *and*
-  needs to be verified. The answer can *only* be verified if it is a numerical entry. When
-  activated, several other options appear. Enter the values for the :guilabel:`Min/Max Limits` in
-  the two fields. Next, enter the text that appears when the answer given does not fit within the
-  designated minimum and maximum parameters. Last, enter any text in the :guilabel:`Placeholder`
-  field to provide any additional information or directions to assist the applicant.
-- :guilabel:`Date` and :guilabel:`Datetime`: a :guilabel:`Validate entry` option appears. Activate
-  this option if the applicant's answer needs to be verified. When activated, several other options
-  appear. Enter the date ranges for the :guilabel:`Min/Max Limits` in the two fields. Click on
-  a field, either the :guilabel:`minimum` or :guilabel:`maximum`, and a calendar appears. Select the
-  dates for the corresponding fields. Next, enter the text that appears when the answer given does
-  not fit within the designated minimum and maximum dates. Last, enter any text in the
-  :guilabel:`Placeholder` field to provide any additional information or directions to assist the
-  applicant.
-- :guilabel:`Matrix`: the first option that appears is :guilabel:`Matrix Type`. Select either
-  :guilabel:`One choice per row` or :guilabel:`Multiple choices per row` using the drop-down menu.
-  The next option is :guilabel:`Show Comments Field`. Activate the option if there should be a
-  comment displayed to the applicant. If activated, a :guilabel:`Comment Message` and
-  :guilabel:`Comment is an answer` field appear. Enter the text to appear in the :guilabel:`Comment
-  Message` field. This should be an instruction helpful to the applicant, such as `If other, please
-  specify`. Last, if the comment should be logged as the applicant's answer, activate the box.
-
-Constraints
-^^^^^^^^^^^
-
-If the question is required to be answered by the applicant, activate the box next to
-:guilabel:`Mandatory Answer`. An :guilabel:`Error message` field appears, with some example text in
-gray (*This question requires an answer*). Enter the message that should appear if the applicant
-attempts to move on to the next question without answering this required one. The text should
-explain that the question must be answered.
-
-Layout
-^^^^^^
-
-If the question should only appear if a previous question is answered in a specific way, activate
-the :guilabel:`Conditional Display` option. A new :guilabel:`Triggering Question` field appears.
-Using the drop-down menu, select the previous question this new question is linked to. Once a
-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.