[ADD] Recruitment: adding new recruitment flow doc

closes odoo/documentation#10359

X-original-commit: afbc491940
Signed-off-by: Lara Martini (larm) <larm@odoo.com>

content/applications/hr/recruitment.rst

@@ -1,5 +1,4 @@
 :show-content:
-:show-toc:
 
 ===========
 Recruitment
@@ -369,190 +368,23 @@ saved to be used in the future, the email can be saved as a new template. Click
 Template` button in the bottom. To send the email, click :guilabel:`Send` and the email is sent to
 the applicant. The email then appears in the chatter.
 
-Stage flow
-==========
-
-In order to move an applicant's card from one stage to another, the applicant's card can either be
-dragged and dropped in the Kanban view to the desired stage, or the stage can be modified on the
-applicant's card.
-
-To change the stage on the applicant's card, click on the applicant's card in the Kanban view to go
-to a detailed view of the card. The current stage for the card is highlighted at the top, above the
-card.
-
-Click the desired stage for the card, and the stage changes. A log note indicating the stage change
-appears in the chatter. Navigate back to the Kanban view by clicking on :guilabel:`Applications` in
-the breadcrumb menu in the top-left, and the applicant's card now appears in the new stage.
-
-.. image:: recruitment/stage-change.png
-   :align: center
-   :alt: Change the stage of an applicant by clicking on the desired stage at the top of the
-         applicant's card.
-
-.. _recruitment/new:
-
-New
----
-
-.. important::
-   The following information is based on Odoo's default recruitment pipeline flow. Be advised that
-   if modifications are made to create a customized recruitment pipeline flow, it will vary from the
-   following information.
-
-All applicants appear in the :guilabel:`New` stage, whether submitted online or if the applicant is
-manually entered by a recruiter.
-
-When the applicant's card is created, Odoo automatically populates the
-:guilabel:`Subject/Application`, the applicant's :guilabel:`Name`, :guilabel:`Email`,
-:guilabel:`Mobile` number, and :guilabel:`LinkedIn Profile` on the applicant's card. This
-information is required when applying for a job position, by default.
-
-.. note::
-   If the website application form is modified, different fields may be populated based on what
-   information is requested on the website.
-
-If the applicant entered any information in the :guilabel:`Short Introduction` section of the online
-application, it will populate in the :guilabel:`Application Summary` tab at the bottom of the
-applicant's card.
-
-Resumé
-~~~~~~
-
-If a resumé was attached to the online application, the resumé would appear in the attachments
-section of the chatter, and is also stored in the *Documents* application. To find the recruitment
-documents stored in the *Documents* application, navigate to the main :menuselection:`Documents`
-dashboard, and click the folder labeled :guilabel:`Recruitment` on the left-hand side. All
-recruitment documents are stored within that folder.
-
-If the :ref:`CV Display <recruitment/cv-display>` option was enabled in the :ref:`Settings
-<recruitment/settings>` menu, the resumé appears on the applicant's card, on the right-hand side.
-
-Send interview
-~~~~~~~~~~~~~~
-
-At any point in the hiring process, an *interview* can be sent to the applicant to obtain more
-information. These interviews are custom-made, and can be formatted in a variety of ways.
-
-The *Surveys* application is used to send these *interviews*, therefore the *Surveys* application
-must be installed to send an interview to an applicant.
-
-Odoo uses the term *interview*, but these can be thought of as questionnaires, surveys, tests,
-certifications, etc. Custom interviews can be formatted to suit each individual job positions
-needs. For more information on creating and editing interview forms, refer to the
-:doc:`../hr/recruitment/new_job` documentation.
-
-.. example::
-   A job position for a computer programmer could have an interview in the form of a programming
-   quiz to determine the skill level of the applicant. A job position for a restaurant server could
-   have a questionnaire inquiring about the applicant's availability, if the desired applicant needs
-   to be available on weekend evenings.
-
-To send an interview to an applicant, click on an applicant's card to navigate to a detailed view of
-the applicant's card. At the top-left of the applicant's card, click the :guilabel:`Send Interview`
-button.
-
-If the applicant's card has an email address on file, a :guilabel:`Send an interview` pop-up window
-appears, with all the information populated.
-
-.. note::
-   In order to send an email to an applicant, there must be an email address on the applicant's
-   card. If an email address is not entered on the applicant's card, when :guilabel:`Send Interview`
-   is clicked, an :guilabel:`Edit:(Applicant)` pop-up window appears on top of the :guilabel:`Send
-   an interview` pop-up window. Enter the email address in the :guilabel:`email` field, then click
-   :guilabel:`Save & Close`. Once the applicant's information is saved, the :guilabel:`Edit:
-   (Applicant)` closes and the :guilabel:`Send an interview` pop-up window remains.
-
-Email templates use dynamic placeholders to personalize the email to the applicant and the job
-position. Add any additional recipients for the survey if more people should receive the email. If
-an email is in the database as a contact, add that contact in the :guilabel:`Recipients` field. If
-an email should be sent to someone who is not in the database as a contact, and they should **not**
-be added as a contact, add their email in the :guilabel:`Additional emails` field.
-
-If any attachments need to be added, click the :guilabel:`Attachments` button and a file explorer
-window appears. Navigate to the desired file, then click :guilabel:`Open` to attach it to the email.
-The attachment loads, and is listed above the :guilabel:`Attachments` button.
-
-If the emailed interview must be completed by a specific date, select a date for the
-:guilabel:`Answer deadline` in the lower-right area of the pop-up window. Click on the line next to
-:guilabel:`Answer deadline`, and a calendar selector appears. Use the :icon:`fa-chevron-left`
-:guilabel:`(left)`  and :icon:`fa-chevron-right` :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.
-
-The :guilabel:`Mail Template` field is pre-populated based on the configuration for the interview. A
-different template can be chosen from the drop-down menu if desired. If a new template is selected,
-the new email template loads in the email body.
-
-To send the email with the interview link to the applicant, click :guilabel:`Send` at the bottom of
-the email pop-up.
-
 .. image:: recruitment/send-survey.png
    :align: center
    :alt: Send a custom survey, also referred to as an interview form, to an applicant using a
          pre-configured template.
 
-.. _recruitment/initial-qualification:
-
-Initial qualification
----------------------
-
-If an applicant seems to be a good potential candidate, they are moved to the :guilabel:`Initial
-Qualification` stage. This could be for a number of reasons, such as they have the relevant
-experience, education, or certifications the position requires.
-
-This stage is to quickly sort candidates that have potential, and those that do not meet the
-requirements. No automatic actions, such as emails, are set for this stage. This stage simply
-informs the recruitment team to potentially set up a phone call or an interview with the candidate.
-
-.. _recruitment/first-interview:
-
-First interview
----------------
-
-After an applicant has passed the :guilabel:`Initial Qualification` stage, they can be moved to the
-:guilabel:`First Interview` stage in the job position Kanban view. To move the applicant to the next
-stage, drag and drop the applicant's card to the :guilabel:`First Interview` stage, or click on the
-:guilabel:`First Interview` stage button at the top of the individual applicant's card.
-
-.. image:: recruitment/move.png
-   :align: center
-   :alt: An applicant's card moves from one stage to another by using the click and drag method.
-
-.. tip::
-   The :guilabel:`First Interview` stage can be modified, so when the applicant's card moves to the
-   :guilabel:`First Interview` stage, an email is automatically sent to the applicant, stating an
-   interview is requested, and :ref:`requests the applicant to schedule their interview
-   <recruitment/schedule_interviews/applicant-scheduled>`.
-
-   :ref:`Edit <recruitment/edit-stage>` the :guilabel:`First Interview` stage, and select the
-   :guilabel:`Recruitment: Schedule Interview` for the :guilabel:`Email Template` field, to automate
-   this action.
-
-.. _recruitment/second-interview:
-
-Second interview
-----------------
-
-After an applicant has passed the :guilabel:`First Interview` stage, they can be moved to the
-:guilabel:`Second Interview` stage. To move the applicant to the next stage, drag and drop the
-applicant's card to the :guilabel:`Second Interview` stage, or click on the :guilabel:`Second
-Interview` stage button at the top of the individual applicant's card.
-
-When the applicant's card moves to the :guilabel:`Second Interview` stage, there are no automatic
-activities or emails configured. The recruiter can now :doc:`schedule a second interview
-<recruitment/schedule_interviews>` with the applicant, following the same process as the first
-interview.
-
 .. seealso::
-   - recruitment/new_job
-   - recruitment/add-new-applicants
-   - recruitment/schedule_interviews
-   - recruitment/offer_job_positions
-   - recruitment/refuse_applicant
+   - :doc:`recruitment/new_job`
+   - :doc:`recruitment/add-new-applicants`
+   - :doc:`recruitment/schedule_interviews`
+   - :doc:`recruitment/offer_job_positions`
+   - :doc:`recruitment/refuse_applicant`
 
 .. toctree::
    :titlesonly:
 
    recruitment/new_job
+   recruitment/recruitment-flow
    recruitment/add-new-applicants
    recruitment/schedule_interviews
    recruitment/offer_job_positions

content/applications/hr/recruitment/offer_job_positions.rst

@@ -146,6 +146,8 @@ banner appears in the top-right of the applicant's card and form.
    :align: center
    :alt: Hired banner in the top right corner of applicant card.
 
+.. _recruitment/new-employee:
+
 Create employee
 ===============
 

content/applications/hr/recruitment/recruitment-flow.rst

@@ -0,0 +1,233 @@
+================
+Recruitment flow
+================
+
+When a prospective employee applies for a job in Odoo, there is a preconfigured process from the
+:ref:`initial inquiry <recruitment/new>` to the :ref:`creating of a new employee
+<recruitment/new-employee>` once hired. The following outlines the default recruitment process for
+Odoo's *Recruitment* application.
+
+.. important::
+   The following is based on Odoo's default recruitment pipeline. Be advised that if
+   :ref:`modifications are made <recruitment/customize-stages>` to the pipeline, the process
+   differs.
+
+.. _recruitment/new:
+
+New
+===
+
+At the start of the process, all applicants appear in the :guilabel:`New` stage on the
+:guilabel:`Applications` page, whether submitted online or if the applicant is :doc:`manually
+entered by a recruiter <add-new-applicants>`.
+
+When the applicant's card is created, Odoo automatically populates the
+:guilabel:`Subject/Application`, the :guilabel:`Applicant's Name`, :guilabel:`Email`, and
+:guilabel:`Mobile` number, on the applicant's card. This information is required when applying for
+a job position, by default.
+
+.. note::
+   If the website application form is modified, different fields may be populated, based on what
+   information is requested on the website.
+
+If the applicant entered any information in the *Short Introduction* section of the online
+application, it populates the :guilabel:`Application Summary` tab at the bottom of the applicant's
+card.
+
+Resumé
+------
+
+If a resumé was attached to the online application, it appears in the :guilabel:`Files` section of
+the chatter, and is also stored in the *Documents* application.
+
+To find the recruitment documents, navigate to the main :menuselection:`Documents app` dashboard,
+and click the :guilabel:`Recruitment` folder on the left-hand side. All recruitment documents are
+stored within that folder.
+
+If the :ref:`CV Display <recruitment/cv-display>` option was enabled in the :ref:`Settings
+<recruitment/settings>` of the *Recruitment* app, the resumé appears on the applicant's card, on the
+right-hand side.
+
+.. note::
+   Depending on the browser zoom level, or size of the browser screen, the resumé may appear below
+   the main applicant card information as a PDF link.
+
+Send interview
+--------------
+
+At any point in the hiring process, an interview can be sent to the applicant to obtain more
+information. These interviews are custom-made, and can be formatted in a variety of ways.
+
+The *Surveys* application is **required** to send interviews to an applicant, so it **must** be
+installed.
+
+Odoo uses the term *interview*, but these can be thought of as questionnaires, surveys, tests,
+certifications, etc. Custom interviews can be formatted to suit each individual job position's
+needs. For more information on creating and editing interviews, refer to the
+:doc:`../../hr/recruitment/new_job` documentation.
+
+.. example::
+   A job position for a computer programmer could have an interview in the form of a programming
+   quiz to determine the skill level of the applicant. A job position for a restaurant server could
+   have a questionnaire inquiring about the applicant's availability, if the desired applicant needs
+   to be available on weekend evenings.
+
+To send an interview to an applicant, first click the applicant's card from the
+:guilabel:`Applications` page, to view the detailed applicant information. At the top-left of the
+applicant's card, click the :guilabel:`Send Interview` button.
+
+If the applicant's card has an email address on file, a :guilabel:`Send an interview` pop-up window
+appears, with the :guilabel:`Recipients`, :guilabel:`Subject`, and email body populated.
+
+.. note::
+   To send an email to an applicant, there **must** be an :guilabel:`Email` address on the
+   applicant's card.
+
+   If an email address is not entered on the applicant's card, when the :guilabel:`Send Interview`
+   button is clicked, an :guilabel:`Edit: (Applicant's Name)` pop-up window appears, *on top of* the
+   :guilabel:`Send an interview` pop-up window.
+
+   Enter the email address in the :guilabel:`Email` field, then click :guilabel:`Save & Close`.
+
+   Once the applicant's information is saved, the :guilabel:`Edit: (Applicant's Name)` pop-up window
+   closes, and the :guilabel:`Send an interview` pop-up window remains.
+
+Sometimes, preconfigured email templates in Odoo use dynamic placeholders, which are automatically
+filled with specific data when the email is sent. For example, if a placeholder for the applicant's
+name is used, it is replaced with the actual name of the applicant in the email. For more detailed
+information on email templates, refer to the :doc:`../../general/companies/email_template`
+documentation.
+
+Add the email addresses of any additional recipients for the survey in the :guilabel:`Additional
+emails` field, if more people should receive the email. If an email address is in the database as a
+contact, add that contact in the :guilabel:`Recipients` field. If an email should be sent to someone
+who is not in the database as a contact, and they should **not** be added as a contact, add their
+email address in the :guilabel:`Additional emails` field.
+
+If any attachments need to be added, click the :icon:`fa-paperclip` :guilabel:`Attachments` button,
+and a file explorer window appears. Navigate to the desired file, and click :guilabel:`Open` to
+attach it to the email. The attachment loads, and is listed above the :icon:`fa-paperclip`
+:guilabel:`Attachments` button.
+
+If the emailed interview must be completed by a specific date, enter that date in the
+:guilabel:`Answer deadline` field, located in the lower-right area of the pop-up window.
+
+To do so, click the empty field next to :guilabel:`Answer deadline`, and a calendar selector
+appears. Use the :icon:`fa-chevron-left` :guilabel:`(left)` and :icon:`fa-chevron-right`
+:guilabel:`(right)` arrows, on either side of the month, to navigate to the desired month. Then,
+click on the desired day to select the date.
+
+The :guilabel:`Mail Template` field is pre-populated, based on the configuration for the interview.
+A different template can be chosen from the drop-down menu, if desired. If a new template is
+selected, the new email template loads in the email body.
+
+To send the email with the interview link to the applicant, click :guilabel:`Send` at the bottom of
+the email pop-up window.
+
+.. image:: recruitment-flow/send-survey.png
+   :align: center
+   :alt: Send a custom survey, also referred to as an interview form, to an applicant using a
+         pre-configured template.
+
+.. _recruitment/initial-qualification:
+
+Initial qualification
+=====================
+
+If an applicant seems to be a good potential candidate, they are moved to the :guilabel:`Initial
+Qualification` stage.
+
+This stage exists to quickly sort candidates that have potential, from those that do not meet the
+requirements. No automatic actions, such as emails, are set for this stage. This stage simply
+informs the recruitment team to potentially set up a phone call or an interview with the candidate.
+
+.. note::
+   In order to move an applicant's card from one stage to another, the applicant's card can either
+   be dragged and dropped in the Kanban view of the :guilabel:`Applications` page to the desired
+   stage, or the stage can be modified on the applicant's card.
+
+   To change the stage on the applicant's card, first click the desired applicant's card from the
+   :guilabel:`Applications` page. The current stage for the card is highlighted at the top on a
+   status bar, above the card.
+
+   Click the desired stage for the card, and the stage changes. A log note indicating the stage
+   change appears in the chatter, as well.
+
+  .. image:: recruitment-flow/stage-change.png
+     :align: center
+     :alt: Change the stage of an applicant by clicking on the desired stage at the top of the
+           applicant's card.
+
+.. _recruitment/first-interview:
+
+First interview
+===============
+
+After an applicant has passed the :guilabel:`Initial Qualification` stage, they can be manually
+moved to the :guilabel:`First Interview` stage on the :guilabel:`Applications` page, while in Kanban
+view.
+
+To move the applicant to the next stage, drag-and-drop the applicant's card to the :guilabel:`First
+Interview` stage.
+
+Alternatively, open the desired applicant's card from the :guilabel:`Applications` page, and click
+the :guilabel:`First Interview` stage on the status bar at the top of the individual applicant's
+card.
+
+.. image:: recruitment-flow/move.png
+   :align: center
+   :alt: An applicant's card moves from one stage to another by using the click and drag method.
+
+.. tip::
+   The :guilabel:`First Interview` stage can be modified, so when the applicant's card moves to the
+   :guilabel:`First Interview` stage, an email can be automatically sent to the applicant, stating
+   an interview is requested. In this pre-configured email template, a link to the recruiting team's
+   calendar appears, allowing the applicant to schedule their interview.
+
+   :ref:`Edit <recruitment/edit-stage>` the :guilabel:`First Interview` stage, and select the
+   :guilabel:`Recruitment: Schedule Interview` option in the :guilabel:`Email Template` field, to
+   automate this action.
+
+.. _recruitment/second-interview:
+
+Second interview
+================
+
+After an applicant has passed the :guilabel:`First Interview` stage, they can be moved to the
+:guilabel:`Second Interview` stage. To move the applicant to the next stage, drag-and-drop the
+applicant's card to the :guilabel:`Second Interview` stage from the Kanban view of the
+:guilabel:`Applications` page, or click on the :guilabel:`Second Interview` stage at the top of the
+individual applicant's card.
+
+When the applicant's card moves to the :guilabel:`Second Interview` stage, there are no automatic
+activities or emails configured for this stage, by default. The recruiter can now :ref:`schedule a
+second interview <recruitment/schedule_interviews/recruitment-scheduled>` with the applicant,
+following the same process as the first interview.
+
+.. _recruitment/contract-proposal:
+
+Contract Proposal
+=================
+
+After the applicant has completed the various interview processes, the next step is to :doc:`send
+the job offer <offer_job_positions>`.
+
+Once the offer has been sent, drag-and-drop the applicant's card to the :guilabel:`Contract
+Proposal` stage from the Kanban view of the :guilabel:`Applications` page, or click on the
+:guilabel:`Contract Proposal` stage at the top of the individual applicant's card.
+
+Contract Signed
+===============
+
+Once the contract has been signed, and the applicant has been hired, the applicant's card moves to
+the :guilabel:`Contract Signed` stage.
+
+Drag-and-drop the applicant's card to the :guilabel:`Contract Signed` stage from the Kanban view of
+the :guilabel:`Applications` page, or click the :icon:`fa-ellipsis-h` :guilabel:`(ellipsis)` icon at
+the top of the individual applicant's card, then click :guilabel:`Contract Signed` on the status
+bar.
+
+Refuse applicant
+================
+
+At any point in the recruitment process, a candidate can be :doc:`refused <refuse_applicant>`.