diff --git a/content/applications/hr/referrals.rst b/content/applications/hr/referrals.rst index d8989ec1e..91b74794a 100644 --- a/content/applications/hr/referrals.rst +++ b/content/applications/hr/referrals.rst @@ -1,3 +1,5 @@ +:show-content: + ========= Referrals ========= @@ -97,169 +99,6 @@ desired position. :align: center :alt: The onboarding slides in a list, with the drag and drop arrows highlighted. -Share job positions -=================== - -In order to earn referral points, a user must first share a job position, so the applicant can apply -for the position. Job positions can be shared in several ways within the *Referrals* application, -through the :ref:`View Jobs ` button and the :ref:`Email A Friend -` button, located at the bottom of the *Referrals* app dashboard. - -.. note:: - Sharing jobs can **only** occur after onboarding slides have been viewed or skipped. - -.. _referrals/view-jobs: - -View Jobs ---------- - -To see all job positions that are actively recruiting candidates, click the :guilabel:`View Jobs` -button on the main Referrals dashboard. This presents all job positions, with each individual job -presented in its own card. - -.. image:: referrals/jobs.png - :align: center - :alt: The 'View Jobs' screen, displaying all current open job positions. All information is - displayed on the card. - -Each job position card contains the following information: - -- The title of the job position. This information is taken from the :guilabel:`Job Position` field - of the job form. -- The number of positions being recruited. This information is taken from the :guilabel:`Expected - New Employees` field of the :guilabel:`Recruitment` tab of the job form. -- The points a user will earn when an applicant applies for the position. -- The job description detailing the job position. This information is taken from the :guilabel:`Job - Position` tab of the job form. - -To see all the details for a job position, click the :guilabel:`More Info` button on the specific -card. This opens the job position webpage in a new browser tab. This is what an applicant sees -before applying for a position. - -.. note:: - Only published job positions will be visible in the Referrals app. To check which job positions - are published or not, refer to the :doc:`recruitment/new_job` documentation. - -Refer friends -------------- - -To share a job position with someone, click the :guilabel:`Refer Friend` button on the specific job -position card. A pre-configured :guilabel:`Send Job Offer by Mail` email pop-up window appears. -Enter the recipient's email address in the :guilabel:`Email` field. - -The subject and body are populated using a default template. The subject `Job for you` appears, and -can be modified if desired. - -The specific title of the job position will populate the :guilabel:`Job Position` placeholder in the -email body. The `See Job Offer` text in the email body is an individualized tracking link to the -specific job position listed on the website. When the prospective employee receives the email, the -link will send them to the job position page, where they can apply for the position, and the person -who referred them is tracked in the *Referrals* application. - -If desired, add any text or closing salutation to the email body. When all edits have been made, -click :guilabel:`Send Email` to send the email, or click :guilabel:`Cancel` to close the email -pop-up window. - -.. image:: referrals/email.png - :align: center - :alt: Referral email pop-up window with the email message inside it. - -Share a job ------------ - -Other than sending an email, job positions can be shared, via social media platforms, and tracking -links to the job position. At the bottom of each job position card are four icons, and corresponding -tracking links, that can be used to share the job position, keeping track of applicants in the -*Referrals* application. - -.. image:: referrals/share.png - :align: center - :alt: The various sharing icons that appear for each job. - -Link -~~~~ - -To share the job position with a customized tracking link, click the :guilabel:`Share Now` button -with the :guilabel:`🔗 (chain)` icon inside it. A :guilabel:`Link to Share` pop-up window appears -with the tracking link. Click :guilabel:`Copy` to copy the link. After the link is copied, click the -:guilabel:`Close` button to close the pop-up window. Next, share the link with the prospective -employee. - -Facebook -~~~~~~~~ - -To share the job position using Facebook, click the :guilabel:`Share Now` button with the -:guilabel:`f (Facebook)` icon inside it. - -If the user is already logged into Facebook, when the :guilabel:`f (Facebook)` icon is clicked, a -:guilabel:`Share on Facebook` page loads in a new tab, with the link populated in the main body of -the new post in a pop-up window. If the user is *not* already logged in, a log-in screen loads, -instead, prompting the user to log-in to Facebook first. - -Type in any additional information to add to the post, then share the job position using the -available options in Facebook. - -X (formerly Twitter) -~~~~~~~~~~~~~~~~~~~~ - -A job position can also be shared on X (formerly Twitter). Click the :guilabel:`Share Now` button -with the :guilabel:`X` icon inside it. - -If the user is already signed in to X (formerly Twitter), when the :guilabel:`Share Now` icon is -clicked, an X (formerly Twitter) page loads in a new tab with a pre-populated message ready to post, -in a draft pop-up window. If the user is *not* already signed in, a sign-in screen loads instead, -prompting the user to sign in to X (formerly Twitter). - -The default message is: - -:guilabel:`Amazing job offer for (Job Position)! Check it live: (link to Job Position)` - -Type in any additional information, or make any edits to the message, then share using the available -options in X (formerly Twitter). - -LinkedIn -~~~~~~~~ - -To share a job position on LinkedIn, click the :guilabel:`Share Now` button with the :guilabel:`in -(LinkedIn logo)` inside it. - -If the user is already logged into LinkedIn, when the :guilabel:`Share Now` button is clicked, a new -tab loads in LinkedIn, with a link to the job position at the top. If the user is *not* already -logged in, a log-in screen loads instead, prompting the user to log-in to LinkedIn first. - -The job position can be shared either in a public post, or in a private message to an individual (or -group of individuals). - -Type in any additional information, or make any edits to the message or post, then share using the -available options in LinkedIn. - -.. _referrals/email-jobs: - -Email a friend --------------- - -Another way to share job opportunities is to share the entire current list of open job positions -instead of one job position at a time. To do this, navigate to the main *Referrals* app dashboard. -Click the :guilabel:`Email a friend` button at the bottom of the screen. A :guilabel:`Send Job Offer -by Mail` pop-up window appears. - -Enter the email address in the :guilabel:`Email` line. The email can be sent to multiple -recipients, simply enter a comma followed by a single space after each email address. The -:guilabel:`Subject` is pre-configured with `Job for you`, but can be edited. - -The email body is also populated with pre-configured text. The text that appears is: - -`Hello,` - -`There are some amazing job offers in my company! Have a look, they can be interesting for you\:` - -`See Job Offers` - -The :guilabel:`See Job Offers` text is a tracking link to a complete list of all job positions -currently being recruited for. Add any additional text and make any edits to the message body, if -necessary. Then, click :guilabel:`Send Mail` to send the email. This sends the message, and closes -the window. - .. _referrals/hired: Hired referrals @@ -629,3 +468,10 @@ spreadsheet from the drop-down menu, or select :guilabel:`New Spreadsheet`. Clic .. note:: The spreadsheet is stored in the *Documents* application. This application needs to be installed to use the :guilabel:`Insert in Spreadsheet` option. + +.. seealso:: + :doc:`referrals/share_jobs` + +.. toctree:: + + referrals/share_jobs diff --git a/content/applications/hr/referrals/jobs.png b/content/applications/hr/referrals/jobs.png deleted file mode 100644 index 96065e6d6..000000000 Binary files a/content/applications/hr/referrals/jobs.png and /dev/null differ diff --git a/content/applications/hr/referrals/share.png b/content/applications/hr/referrals/share.png deleted file mode 100644 index d3ba89383..000000000 Binary files a/content/applications/hr/referrals/share.png and /dev/null differ diff --git a/content/applications/hr/referrals/share_jobs.rst b/content/applications/hr/referrals/share_jobs.rst new file mode 100644 index 000000000..a4cbbf5f1 --- /dev/null +++ b/content/applications/hr/referrals/share_jobs.rst @@ -0,0 +1,165 @@ +=================== +Share job positions +=================== + +In Odoo *Referrals*, users can earn referral points by sharing job positions with potential +applicants. Job positions can be shared in several ways, through the :ref:`View Jobs +` button and the :ref:`Email A Friend ` button, located +at the bottom of the *Referrals* app dashboard. + +.. note:: + Sharing jobs can **only** occur after onboarding slides have been viewed or skipped. + +.. _referrals/view-jobs: + +View Jobs +========= + +To see all job positions that are actively recruiting candidates, click the :guilabel:`View Jobs` +button on the main *Referrals* dashboard. This presents all job positions, with each individual job +presented with its own card. + +.. image:: share_jobs/jobs.png + :align: center + :alt: The 'View Jobs' screen, displaying all current open job positions. All information is + displayed on the card. + +Each job position card contains the following information: + +- The title of the job position. This information is taken from the *Job Position* field of the job + form. +- The number of :guilabel:`Open Positions` being recruited. This information is taken from the + *Expected New Employees* field of the *Recruitment* tab of the job form. +- The points a user earns when an applicant applies for the position. +- The job description detailing the job position. This information is taken from the *Job Position* + tab of the job form. + +To see all the details for a job position, click the :guilabel:`More Info` button on the specific +card. This opens the job position webpage in a new browser tab. This is what an applicant sees +before applying for a position. + +.. note:: + Only published job positions are visible in the *Referrals* app. To check which job positions are + published or not, refer to the :doc:`../recruitment/new_job` documentation. + +Refer friends +============= + +To share a job position with someone, click the :guilabel:`Refer Friend` button on the specific job +position card. A pre-configured :guilabel:`Send Job Offer by Mail` pop-up window appears. Enter the +recipient's email address in the :guilabel:`Email` field. + +The :guilabel:`Subject` and :guilabel:`Body` are populated using a default template. The +:guilabel:`Subject` `Job for you` is present, by default, but can be modified, if desired. + +The specific title of the job position populates the *Job Position* placeholder in the email body. +The `See Job Offer` text in the email body is an individualized tracking link to the specific job +position listed on the website. + +When the prospective employee receives the email, the link sends them to the job position page, +where they can apply for the position, and the person who referred them is tracked in the +*Referrals* application. + +If desired, add any text or closing salutation to the email body. When all edits have been made, +click :guilabel:`Send Mail` to send the email, or click :guilabel:`Cancel` to close the pop-up +window. + +.. image:: share_jobs/email.png + :align: center + :alt: Referral email pop-up window with the email message inside it. + +Share a job +=========== + +Other than sending an email, job positions can be shared, via social media platforms, and by +tracking links to the job position. At the bottom of each job position card are four icons, and +corresponding tracking links, that can be used to share the job position, keeping track of +applicants in the *Referrals* application. + +.. image:: share_jobs/share.png + :align: center + :alt: The various sharing icons that appear for each job. + +Link +---- + +To share the job position with a customized tracking link, click the :guilabel:`Share Now` button +with the :icon:`fa-chain` :guilabel:`(link)` icon above it. A :guilabel:`Link to Share` pop-up +window appears with the tracking link. Click :guilabel:`Copy` to copy the link. After the link is +copied, click the :guilabel:`Close` button to close the pop-up window. Next, share the link with +the prospective employee. + +Facebook +-------- + +To share the job position using Facebook, click the :guilabel:`Share Now` button with the +:icon:`fa-facebook` :guilabel:`(Facebook)` icon above it. + +If the user is already logged into Facebook, when the the :guilabel:`Share Now` button is clicked, a +:guilabel:`Share on Facebook` page loads in a new tab, with the link populated in the main body of +the new post in a pop-up window. If the user is *not* already logged in, a log-in screen loads, +instead, prompting the user to log-in to Facebook first. + +Type in any additional information to add to the post, then share the job position using the +available options in Facebook. + +X (formerly Twitter) +-------------------- + +A job position can also be shared on X. Click the :guilabel:`Share Now` button with the +:guilabel:`(X)` icon above it. + +If the user is already signed-in to X, when the :guilabel:`Share Now` button is clicked, an X page +loads in a new tab with a pre-populated message ready to post, in a draft pop-up window. If the user +is *not* already signed-in, a sign-in screen loads instead, prompting the user to first sign-in to +X. + +The default message is: + +`Amazing job offer for (Job Position)! Check it live: (link to Job Position)` + +Type in any additional information, or make any edits to the message, then share using the available +options in X. + +LinkedIn +-------- + +To share a job position on LinkedIn, click the :guilabel:`Share Now` button with the +:icon:`fa-linkedin` :guilabel:`(LinkedIn)` icon above it. + +If the user is already logged into LinkedIn, when the :guilabel:`Share Now` button is clicked, a new +tab loads in LinkedIn, with a link to the job position at the top. If the user is *not* already +logged in, a log-in screen loads instead, prompting the user to log-in to LinkedIn first. + +The job position can be shared either in a public post, or in a private message to an individual (or +group of individuals). + +Type in any additional information, or make any edits to the message or post, then share using the +available options in LinkedIn. + +.. _referrals/email-jobs: + +Email a friend +-------------- + +Another way to share job opportunities is to share the entire current list of open job positions, +instead of one job position at a time. To do this, navigate to the :menuselection:`Referrals` main +dashboard. Click the :guilabel:`Email a friend` button at the bottom of the screen. A +:guilabel:`Send Job Offer by Mail` pop-up window appears. + +Enter the email address in the :guilabel:`Email` field. The email can be sent to multiple +recipients by separating each email address with a comma followed by a single space. The +:guilabel:`Subject` is pre-configured with :guilabel:`Job for you`, but can be edited. + +The email :guilabel:`Body` is also populated with pre-configured text. The text that appears is: + +`Hello,` + +`There are some amazing job offers in my company! Have a look, they can be interesting for you\:` + +`See Job Offers` + +The :guilabel:`See Job Offers` text is a tracking link to a complete list of all job positions +currently being recruited for. Add any additional text and make any edits to the message body, if +necessary. Then, click :guilabel:`Send Mail` to send the email. This sends the message, and closes +the window. diff --git a/content/applications/hr/referrals/email.png b/content/applications/hr/referrals/share_jobs/email.png similarity index 100% rename from content/applications/hr/referrals/email.png rename to content/applications/hr/referrals/share_jobs/email.png diff --git a/content/applications/hr/referrals/share_jobs/jobs.png b/content/applications/hr/referrals/share_jobs/jobs.png new file mode 100644 index 000000000..ac9a31326 Binary files /dev/null and b/content/applications/hr/referrals/share_jobs/jobs.png differ diff --git a/content/applications/hr/referrals/share_jobs/share.png b/content/applications/hr/referrals/share_jobs/share.png new file mode 100644 index 000000000..3652d2405 Binary files /dev/null and b/content/applications/hr/referrals/share_jobs/share.png differ