[ADD] Referrals: new rewards doc
closes odoo/documentation#9615 closes odoo/documentation#9621 Signed-off-by: Lara Martini (larm) <larm@odoo.com>
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@ -323,56 +323,6 @@ points required.
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can be redeemed for rewards, but they are no longer able to level up. The ring around their photo
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remains solid cyan.
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Alerts
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======
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In the *Referrals* application, it is possible to post a message, also referred to as an *alert*, at
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the top of the dashboard to share important information with users. These alerts appear as a thin
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semi-transparent banner, with the word :guilabel:`New!` appearing on the far left. The text for the
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alert is in the center of the banner, and on the far right side is an :guilabel:`X`.
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Alerts appear on the main dashboard for the specified time configured on the individual alert. If a
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user does not wish to see a specific alert again, click the :guilabel:`X` in the far right side of
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the alert. This removes the alert from the dashboard and will not appear again, even when opening
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the *Referrals* application for the first time in a new session.
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.. image:: referrals/alerts.png
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:align: center
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:alt: Two alert banners appear above the user's photo.
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Create an alert
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---------------
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Only users with :guilabel:`Administrator` rights for the *Recruitment* application can create
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alerts. To add a new alert, navigate to the :menuselection:`Referrals application --> Configuration
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--> Alerts`.
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Click :guilabel:`Create` and a blank alert form loads. Enter the following information on the form:
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- :guilabel:`Date From`: the date the alert starts. On this date, the alert will be visible on the
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dashboard.
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- :guilabel:`Date To`: the date the alert ends. After this date, the alert will be hidden from view.
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- :guilabel:`Company`: the current company populates this field by default. To modify the company
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the alert should be displayed for, select the company from the drop-down menu. If this field
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remains blank, the alert is visible to everyone with access to the *Referrals* application. If a
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company is specified, only user's within that company (who also have access to the *Referrals*
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application) will see the alert. This field only appears when in a multi-company database.
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- :guilabel:`Alert`: enter the text for the alert. This message appears inside the alert banner on
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the main dashboard.
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- :guilabel:`On Click`: there are three options for the alert. Click the radio button next to the
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desired selection. The options are:
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- :guilabel:`Not Clickable`: the alert only displays text, there is no link to click.
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- :guilabel:`Go to All Jobs`: the alert contains a link that when clicked, navigates to the
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website with all the currently posted job positions.
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- :guilabel:`Specify URL`: the alert contains a link to a specific URL, that when clicked,
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navigates to that URL. When selected, a :guilabel:`URL` field appears below the :guilabel:`On
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Click` section. Enter the URL in the field.
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.. image:: referrals/alert-form.png
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:align: center
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:alt: An alert form completely filled in with all selections entered.
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.. _referrals/reporting:
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Reporting
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@ -407,8 +357,10 @@ spreadsheet from the drop-down menu, or select :guilabel:`New Spreadsheet`. Clic
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.. seealso::
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- :doc:`referrals/share_jobs`
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- :doc:`referrals/rewards`
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- :doc:`referrals/alerts`
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.. toctree::
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referrals/share_jobs
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referrals/rewards
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referrals/alerts
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60
content/applications/hr/referrals/alerts.rst
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60
content/applications/hr/referrals/alerts.rst
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@ -0,0 +1,60 @@
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======
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Alerts
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======
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In the *Referrals* application, it is possible to post a message, also referred to as an *alert*, at
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the top of the dashboard to share important information with users.
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Alerts remain on the main *Referrals* dashboard for the specified amount of time configured on the
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individual alert.
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.. image:: alerts/alerts.png
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:align: center
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:alt: Two alert banners appear above the user's photo.
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Create an alert
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===============
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Only users with *Administrator* access rights for the *Recruitment* application can create alerts.
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To add a new alert, navigate to the :menuselection:`Referrals app --> Configuration --> Alerts`.
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Click :guilabel:`New` to open a blank alert form. Enter the following information on the form:
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- :guilabel:`Date From`: the date the alert starts. On this date, the alert is visible on the
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dashboard.
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- :guilabel:`Date To`: the date the alert ends. After this date, the alert is hidden from view.
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- :guilabel:`Company`: the current company populates this field, by default. To modify the company
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the alert should be displayed for, select the desired company from the drop-down menu in this
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field.
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If this field remains blank, the alert is visible to everyone with access to the *Referrals*
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application.
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If a company is specified, only users within that company (who also have access to the *Referrals*
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application) see the alert. This field **only** appears when in a multi-company database.
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- :guilabel:`Alert`: enter the text for the alert. This message appears inside the alert banner on
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the main *Referrals* dashboard.
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- :guilabel:`On Click`: there are three options for the alert. Click the radio button next to the
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desired selection. The options are:
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- :guilabel:`Not Clickable`: the alert only displays text, there is no link to click.
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- :guilabel:`Go to All Jobs`: the alert contains a link that, when clicked, navigates to the
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website with all the job positions that are currently posted.
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- :guilabel:`Specify URL`: the alert contains a link to a specific URL that, when clicked,
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navigates to that URL. When selected, a :guilabel:`URL` field appears below the :guilabel:`On
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Click` section. Enter the desired URL in that field.
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.. image:: alerts/alert-form.png
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:align: center
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:alt: An alert form completely filled in with all selections entered.
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Dismiss an alert
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================
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It is possible to dismiss an alert, if a user does not wish to see a specific alert again.
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To dismiss an alert, click the :icon:`fa-times` :guilabel:`(remove)` icon on the far-right side of
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the alert to remove the alert from the dashboard.
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This prevents the alert from appearing again, even when opening the *Referrals* application for the
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first time in a new session.
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