From a2b2ffa3ed92b7f277f88eb1b0b9be56b1183a98 Mon Sep 17 00:00:00 2001 From: "Lara Martini (larm)" Date: Wed, 5 Jun 2024 19:26:46 +0000 Subject: [PATCH] [ADD] Recruitment: new applicant doc closes odoo/documentation#9845 X-original-commit: d83af483ba6a95dce7dac29ef82b651d6fb691de Signed-off-by: Lara Martini (larm) --- content/applications/hr/recruitment.rst | 165 +---------------- .../hr/recruitment/add-new-applicants.rst | 170 ++++++++++++++++++ .../new-applicant.png | Bin .../{ => add-new-applicants}/quick-add.png | Bin 4 files changed, 171 insertions(+), 164 deletions(-) create mode 100644 content/applications/hr/recruitment/add-new-applicants.rst rename content/applications/hr/recruitment/{ => add-new-applicants}/new-applicant.png (100%) rename content/applications/hr/recruitment/{ => add-new-applicants}/quick-add.png (100%) diff --git a/content/applications/hr/recruitment.rst b/content/applications/hr/recruitment.rst index eccd9f820..7d3bef80d 100644 --- a/content/applications/hr/recruitment.rst +++ b/content/applications/hr/recruitment.rst @@ -490,170 +490,6 @@ the email pop-up. :alt: Send a custom survey, also referred to as an interview form, to an applicant using a pre-configured template. -New applicant -~~~~~~~~~~~~~ - -An applicant card can be manually added if needed. If an applicant needs to be added to the list of -prospective candidates and an applicant card has not been created yet (they have not applied for the -job online) an applicant card can be easily added from the job position Kanban view in one of two -ways, using either the :ref:`quick add ` button or the :ref:`New -` button. - -.. _recruitment/quick-add-applicant: - -Quick add -********* - -Quickly add a new applicant using the *quick add* button. If not already in the job position Kanban -view, navigate to the main recruitment dashboard by going to :menuselection:`Recruitment app --> -Applications --> By Job Positions`. Click the :guilabel:`(#) New Applications` button on the job -position card that the applicant should be added to. Then, click on the small :icon:`fa-plus` -:guilabel:`(plus)` icon in the top-right of the :guilabel:`New` stage to quickly add a new -applicant. - -Enter the following information on the card: - -- :guilabel:`Subject/Application`: Enter the title for the card. Typically this is the applicant's - name and job position being applied to, for example: `Laura Smith - HR Manager`. This field is not - visible in the Kanban view, unless the :guilabel:`Applicant's Name` is left blank. If there is no - :guilabel:`Applicant's Name`, then the :guilabel:`Subject/Application Name` is what is displayed - on the applicant card in the Kanban view. -- :guilabel:`Applicant's Name`: enter the applicant's name. -- :guilabel:`Email`: enter the applicant's email address. -- :guilabel:`Applied Job`: the current job position populates this field. If needed, the job - position can be changed by selecting a different position from the drop-down menu. If a different - job position is selected, after the card is created, the card appears in the selected job - position. - -After the information is entered, click :guilabel:`Add`. The applicant appears in the list, and a -new blank applicant card appears. Click either the :icon:`fa-trash-o` :guilabel:`delete` icon or -anywhere on the screen to close the card. - -If preferred, after entering the applicant name, click :guilabel:`Edit` and a detailed -:guilabel:`Applicant Form` loads. :ref:`Enter the information on the form -`. - -.. image:: recruitment/quick-add.png - :align: center - :alt: All the fields for a new applicant form entered when using the Quick Add option. - -.. _recruitment/create-new-applicant: - -New -*** - -Add a new applicant including all the relevant information using the *New* button. If not already in -the Kanban view for the job position to add an applicant to, navigate to the main recruitment -dashboard by going to :menuselection:`Recruitment app --> Applications --> By Job Positions`. Then, -click the :guilabel:`New` button in the top-left of the Kanban view and a blank applicant form -loads. - -Certain fields on the applicant card may be pre-populated, depending on how the job position is -configured. Typically, the :guilabel:`Job` section, as well as the :guilabel:`Recruiter` field, are -all pre-populated. - -Enter the following information on the new applicant form. Note that not all fields listed below may -be visible. Depending on installed applications and configurations, some fields may not be -displayed. - -.. _recruitment/applicant-details: - -Applicant section -^^^^^^^^^^^^^^^^^ - -- :guilabel:`Subject/Application Name`: this is the only required field. Enter the title for the - card. Typically this is the applicant's name and job position being applied to, for example: - `John Smith - Experienced Developer`. This field is not visible in the Kanban view, unless the - :guilabel:`Applicant's Name` is left blank. If there is no :guilabel:`Applicant's Name`, then the - :guilabel:`Subject/Application Name` is what is displayed on the applicant card in the Kanban - view. -- :guilabel:`Applicant's Name`: enter the applicant's name. -- :guilabel:`Email`: enter the applicant's email address. -- :guilabel:`Phone`: enter the applicant's phone number. -- :guilabel:`Mobile`: enter the applicant's mobile number. -- :guilabel:`LinkedIn Profile`: enter the web address for the applicant's personal profile on - LinkedIn. -- :guilabel:`Degree`: select the applicant's highest level of education earned from the drop-down - menu. Options are :guilabel:`Graduate`, :guilabel:`Bachelor Degree`, :guilabel:`Master Degree`, or - :guilabel:`Doctoral Degree`. The :guilabel:`Graduate` option indicates graduating the highest - level of school before a Bachelor's degree, such as a high school or secondary school diploma, - depending on the country. -- :guilabel:`Interviewers`: using the drop-down menu, select the people who will conduct the - interview(s). The selected people must have either *recruiter* or *officer* rights configured for - the Recruitment application to appear in the drop-down list. -- :guilabel:`Recruiter`: select the person responsible for the entire recruitment process for the - job position. Only *users* can be selected, and all users are presented in the drop-down to - select from. -- :guilabel:`Evaluation`: click on one of the stars to select a rating for the applicant. One star - indicates :guilabel:`Good`, two stars indicates :guilabel:`Very Good`, and three stars indicates - :guilabel:`Excellent.` -- :guilabel:`Source`: using the drop-down menu, select where the applicant learned about the job - position. The following options come pre-configured in Odoo: :guilabel:`Search engine`, - :guilabel:`Lead Recall`, :guilabel:`Newsletter`, :guilabel:`Facebook`, :guilabel:`Twitter`, - :guilabel:`LinkedIn`, :guilabel:`Monster`, :guilabel:`Glassdoor`, and :guilabel:`Craigslist`. To - add a new :guilabel:`Source`, type in the source, then click :guilabel:`Create "(new source)"`. -- :guilabel:`Medium`: using the drop-down menu, select the method, or :guilabel:`Medium`, for the - :guilabel:`Source` that the applicant found the job listing with. The pre-configured options are: - :guilabel:`Banner`, :guilabel:`Direct`, :guilabel:`Email`, :guilabel:`Facebook`, :guilabel:`Google - Adwords`, :guilabel:`LinkedIn`, :guilabel:`Phone`, :guilabel:`Television`, :guilabel:`Twitter` - (now known as "X"), or :guilabel:`Website`. To add a new :guilabel:`Medium`, type in the medium, - then click :guilabel:`Create "(new medium)"`. -- :guilabel:`Referred By User`: if referral points are to be earned for this job position in the - *Referrals* application, select the user who referred the applicant from the drop-down menu. The - *Referrals* application must be installed for this field to appear. -- :guilabel:`Availability`: select the available start date for the applicant. To select a date, - click on the field to reveal a calendar. Use the :guilabel:`< (left)` and :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. If no entry is selected that indicates the applicant is ready - to begin work immediately. -- :guilabel:`Tags`: select as many tags as desired from the drop-down menu. To add a tag that does - not exist, type in the tag name, then click :guilabel:`Create "new tag"`. - -Job section -^^^^^^^^^^^ - -The following fields are pre-populated when creating a new applicant, as long as these field are -specified on the Job Position. Editing the fields is possible, if desired. - -- :guilabel:`Applied Job`: select the job position the applicant is applying to from the drop-down - menu. -- :guilabel:`Department`: select the department the job position falls under from the drop-down - menu. -- :guilabel:`Company`: select the company the job position is for using the drop-down menu. This - field only appears when in a multi-company database. - -Contract section -^^^^^^^^^^^^^^^^ - -- :guilabel:`Expected Salary`: enter the amount the applicant is requesting for the role in this - field. The number should be in a `XX,XXX.XX` format. The currency is determined by the - localization setting for the company. -- :guilabel:`Extra advantages...`: if any extra advantages are requested by the applicant, enter it - in the :guilabel:`Extra advantages...` field to the right of the :guilabel:`Expected Salary` - field. This should be short and descriptive, such as `1 week extra vacation` or `dental plan`. -- :guilabel:`Proposed Salary`: enter the amount to be offered to the applicant for the role in this - field. The number should be in a `XX,XXX.XX` format. The currency is determined by the - localization setting for the company. -- :guilabel:`Extra advantages...`: if any extra advantages are offered to the applicant, enter it in - the :guilabel:`Extra advantages...` field to the right of the :guilabel:`Proposed Salary` field. - This should be short and descriptive, such as `unlimited sick time` or `retirement plan`. - -Application summary tab -^^^^^^^^^^^^^^^^^^^^^^^ - -Any additional details or notes that should be added to the applicant's card can be typed into this -field. - -Skills tab -^^^^^^^^^^ - -Skills can be added to the applicant's card. To add a skill, follow the same steps as outlined in -the skills section of the :ref:`Create new employees ` document. - -.. image:: recruitment/new-applicant.png - :align: center - :alt: All the fields for a new applicant form entered. - .. _recruitment/initial-qualification: Initial qualification @@ -1032,4 +868,5 @@ Fill out the rest of the form. For detailed information on the fields, refer to :titlesonly: recruitment/new_job + recruitment/add-new-applicants recruitment/refuse_applicant diff --git a/content/applications/hr/recruitment/add-new-applicants.rst b/content/applications/hr/recruitment/add-new-applicants.rst new file mode 100644 index 000000000..795addd6a --- /dev/null +++ b/content/applications/hr/recruitment/add-new-applicants.rst @@ -0,0 +1,170 @@ +================== +Add new applicants +================== + +Once an applicant submits an application, either using the online application, or emailing a job +position alias, an applicant card is automatically created in the *Recruitment* application. + +However, in some instances, applicants may need to be created manually in the database. This could +be necessary if, for example, a company accepts paper applications in the mail, or is meeting +prospective applicants at an in-person job fair. + +To view current applicants, navigate to the :menuselection:`Recruitment` app, then click the desired +job position card. Doing so reveals the :guilabel:`Applications` page, which displays all +applicants for that specific role, in a default Kanban view, organized by stage. + +Add new applicants from a job position's :guilabel:`Applications` page by using either: the +:ref:`New ` button or the :ref:`quick add +` button. + +.. _recruitment/quick-add-applicant: + +Quick add +========= + +On the :guilabel:`Applications` page, click the on the quick add button, represented by a small +:icon:`fa-plus` :guilabel:`(plus)` icon in the top-right corner of each stage to quickly add a new +applicant to that stage. + +Enter the following information on the card: + +- :guilabel:`Subject/Application`: enter the title for the card. Typically, this is the applicant's + name, and job position being applied to. For example: `Laura Smith - HR Manager`. The text entered + in this field is **not** visible in the Kanban view of the :guilabel:`Applications` page, unless + the :guilabel:`Applicant's Name` field is left blank. +- :guilabel:`Applicant's Name`: enter the applicant's name. Displays as the card title in the + Kanban view of the :guilabel:`Applications` page. +- :guilabel:`Email`: enter the applicant's email address. +- :guilabel:`Applied Job`: the current job position populates this field. If needed, the job + position can be changed by selecting a different position from the drop-down menu. If a different + job position is selected, after the card is created, the card appears on the + :guilabel:`Applications` page for that newly-selected job position. + +After the information is entered, click :guilabel:`Add`. The applicant appears in the list, and a +new blank applicant card appears. + +If preferred, after entering the :guilabel:`Applicant's Name` in the Kanban card that appears, click +:guilabel:`Edit`, and a detailed applicant form loads. Refer to the :ref:`New applicant form +` section for details about filling out the form. + +When doing a quick add, clicking away from an empty card, or clicking the :icon:`fa-trash-o` +(:guilabel:`trash`) icon, discards the applicant. + +.. image:: add-new-applicants/quick-add.png + :align: center + :alt: All the fields for a new applicant form entered when using the Quick Add option. + +.. _recruitment/create-new-applicant: + +New applicant form +================== + +On the new applicant form, the :guilabel:`Subject / Application` field is populated with the +pre-selected job position, by default. Certain fields on the applicant card may also be +pre-populated, depending on how the job position is configured. Typically, the :guilabel:`Job` +section, as well as the :guilabel:`Recruiter` field, are pre-populated. + +Complete the fields in the following sections on the new applicant form. + +.. note:: + Depending on installed applications and configurations, some fields may **not** be displayed. + +.. image:: add-new-applicants/new-applicant.png + :align: center + :alt: All the fields for a new applicant form entered. + +.. _recruitment/applicant-details: + +Applicant section +----------------- + +- :guilabel:`Subject/Application Name`: this is the **only** required field. Enter the title for the + card in this field. Typically, this is the applicant's name, and the job position being applied + to. For example: `John Smith - Experienced Developer`. This field is **not** visible in the Kanban + view of the :guilabel:`Applications` page, unless the :guilabel:`Applicant's Name` is left blank. +- :guilabel:`Applicant's Name`: enter the applicant's name. This field is displayed as the card + title in the Kanban view of the :guilabel:`Applications` page. +- :guilabel:`Email`: enter the applicant's email address. +- :guilabel:`Phone`: enter the applicant's phone number. +- :guilabel:`Mobile`: enter the applicant's mobile number. +- :guilabel:`LinkedIn Profile`: enter the web address for the applicant's personal profile on + LinkedIn. +- :guilabel:`Degree`: select the applicant's highest level of education from the drop-down menu. + Options are: :guilabel:`Graduate`, :guilabel:`Bachelor Degree`, :guilabel:`Master Degree`, or + :guilabel:`Doctoral Degree`. The :guilabel:`Graduate` option indicates the applicant graduated at + the highest level of school before a Bachelor's degree, such as a high school or secondary school + diploma, depending on the country. +- :guilabel:`Interviewers`: using the drop-down menu, select the people to conduct the interviews. + The selected people **must** have either *recruiter* or *officer* rights configured for the + *Recruitment* application to appear in the drop-down list. Refer to the :doc:`Access rights + <../../general/users/access_rights>` documentation for more information. +- :guilabel:`Recruiter`: select the user responsible for the entire recruitment process for the job + position. +- :guilabel:`Evaluation`: represents a rating for the applicant: one star (:icon:`fa-star` + :icon:`fa-star-o` :icon:`fa-star-o`) is :guilabel:`Good`, two stars (:icon:`fa-star` + :icon:`fa-star` :icon:`fa-star-o`) is :guilabel:`Very Good`, and three stars (:icon:`fa-star` + :icon:`fa-star` :icon:`fa-star`)is :guilabel:`Excellent.` +- :guilabel:`Source`: using the drop-down menu, select where the applicant learned about the job + position. The following options come pre-configured in Odoo: :guilabel:`Search engine`, + :guilabel:`Lead Recall`, :guilabel:`Newsletter`, :guilabel:`Facebook`, :guilabel:`Twitter`, + :guilabel:`LinkedIn`, :guilabel:`Monster`, :guilabel:`Glassdoor`, and :guilabel:`Craigslist`. To + add a new :guilabel:`Source`, type in the source, then click :guilabel:`Create "(new source)"`. +- :guilabel:`Medium`: using the drop-down menu, specify how the job listing was found. The + pre-configured options are: :guilabel:`Banner`, :guilabel:`Direct`, :guilabel:`Email`, + :guilabel:`Facebook`, :guilabel:`Google Adwords`, :guilabel:`LinkedIn`, :guilabel:`Phone`, + :guilabel:`Television`, :guilabel:`Twitter` (now known as "X"), or :guilabel:`Website`. To add a + new :guilabel:`Medium`, type in the medium, then click :guilabel:`Create "(new medium)"`. +- :guilabel:`Referred By User`: if referral points are to be earned for this job position in the + *Referrals* application, select the user who referred the applicant from the drop-down menu. The + *Referrals* application **must** be installed for this field to appear. +- :guilabel:`Availability`: select the available start date for the applicant. To select a date, + click on the field to reveal a popover calendar. Use the :icon:`fa-angle-left` :guilabel:`(left)` + and :icon:`fa-angle-right` :guilabel:`(right)` arrows on either side of the month to navigate to + the desired month, then click the desired date. Leaving this field blank indicates the applicant + can start immediately. +- :guilabel:`Tags`: select as many tags as desired from the drop-down menu. To add a tag that does + not exist, type in the tag name, then click :guilabel:`Create "new tag"` from the resulting + drop-down menu. + +Job section +----------- + +The following fields are pre-populated when creating a new applicant, as long as these field are +specified on the job position form. Editing the fields is possible, if desired. + +- :guilabel:`Applied Job`: select the job position the applicant is applying to from the drop-down + menu. +- :guilabel:`Department`: select the department the job position falls under from the drop-down + menu. +- :guilabel:`Company`: select the company the job position is for using the drop-down menu. This + field **only** appears when in a multi-company database. + +Contract section +---------------- + +- :guilabel:`Expected Salary`: enter the amount the applicant is requesting in this field. The + number should be in a `XX,XXX.XX` format. The currency is determined by the localization setting + for the company. + + - :guilabel:`Extra advantages...`: if any extra advantages are requested by the applicant, enter + it in the :guilabel:`Extra advantages...` field to the right of the :guilabel:`Expected Salary` + field. This should be short and descriptive, such as `1 week extra vacation` or `dental plan`. + +- :guilabel:`Proposed Salary`: enter the amount to be offered to the applicant for the role in this + field. The number should be in a `XX,XXX.XX` format. + + - :guilabel:`Extra advantages...`: if any extra advantages are offered to the applicant, enter it + in the :guilabel:`Extra advantages...` field to the right of the :guilabel:`Proposed Salary` + field. This should be short and descriptive, such as `unlimited sick time` or `retirement plan`. + +Application Summary tab +----------------------- + +Any additional details or notes that should be added to the applicant's card can be typed into this +field. + +Skills tab +---------- + +Skills can be added to the applicant's card. For details on adding skills, refer to the +:ref:`Create new employees ` document. diff --git a/content/applications/hr/recruitment/new-applicant.png b/content/applications/hr/recruitment/add-new-applicants/new-applicant.png similarity index 100% rename from content/applications/hr/recruitment/new-applicant.png rename to content/applications/hr/recruitment/add-new-applicants/new-applicant.png diff --git a/content/applications/hr/recruitment/quick-add.png b/content/applications/hr/recruitment/add-new-applicants/quick-add.png similarity index 100% rename from content/applications/hr/recruitment/quick-add.png rename to content/applications/hr/recruitment/add-new-applicants/quick-add.png