diff --git a/content/applications/hr/recruitment.rst b/content/applications/hr/recruitment.rst index e52350eb6..eccd9f820 100644 --- a/content/applications/hr/recruitment.rst +++ b/content/applications/hr/recruitment.rst @@ -490,106 +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. -Refuse -~~~~~~ - -At any point in the recruitment pipeline, an applicant can be refused from the job application -process. To refuse an applicant, click on an applicant's card to navigate to a detailed view of the -applicant's card. At the top of the applicant's card, there are several buttons. Click the one -labeled :guilabel:`Refuse`. - -A :guilabel:`Refuse Reason` pop-up window appears. Click the :guilabel:`Refuse Reason` from the -presented options. The default refuse reasons in Odoo, and their corresponding email templates, are: - -.. list-table:: - :header-rows: 1 - :stub-columns: 1 - - * - Email Template - - Refusal Reason - * - :guilabel:`Recruitment: Refuse` - - | :guilabel:`Doesn't fit the job requirements` - | :guilabel:`Language issues` - | :guilabel:`Role already fulfilled` - | :guilabel:`Duplicate` - | :guilabel:`Spam` - * - :guilabel:`Recruitment: Not interested anymore` - - | :guilabel:`Refused by Applicant: don't like job` - | :guilabel:`Refused by Applicant: better offer` - | :guilabel:`Refused by Applicant: salary` - -Additional refusal reasons :ref:`can be created and existing ones can be modified or deleted -`. - -.. note:: - Pre-configured email templates in Odoo sometimes use dynamic placeholders, which are customized - pieces of data that populate dynamic content. For example, if the applicant's name is a piece of - dynamic content, the applicant's name appears anytime that dynamic placeholder appears on the - email template. For more detailed information on email templates, refer to the - :doc:`../general/companies/email_template` documentation. - -After a :guilabel:`Refuse Reason` is selected, two fields appear below the refusal reason: -:guilabel:`Send Email` and :guilabel:`Email Template`. - -The applicant's email address automatically populates the :guilabel:`Send Email` field; additional -email recipients cannot be added. If an email should **not** be sent to the applicant, uncheck the -:guilabel:`Send Email` checkbox. - -The email template associated with the refusal reason populates the :guilabel:`Email Template` -field. If a different email template is desired, select a different template from the -:guilabel:`Email Template` drop-down menu. To view the email template, click the :guilabel:`External -Link` icon to the right of the :guilabel:`Email Template` field. The email template loads in a -:guilabel:`Open: Email Template` pop-up window, and can be modified if needed. After making -modifications, click :guilabel:`Save & Close`. - -To send the refusal email to the applicant, click :guilabel:`Refuse`. The refusal email is sent to -the applicant, and a :guilabel:`Refused` banner appears on the applicant's card in the top-right -corner. - -.. image:: recruitment/refuse.png - :align: center - :alt: An applicant's card with the refused banner appearing in the top-right corner in red. - -After refusal, the applicant's card is no longer visible in the job position's Kanban view. To view -the refused applicants only, click the :guilabel:`▼ Toggle Search Panel` button in the search box, -then click :guilabel:`Refused` under the :guilabel:`Filters` section. All applicants that have been -refused for the job position appear, in the stage they were when they were refused. - -To view all applicants that have been refused from all job positions, navigate to the -:menuselection:`Recruitment app --> Applications --> All Applications`. Click the :guilabel:`▼ -Toggle Search Panel` button in the search box, then click :guilabel:`Refused` under the -:guilabel:`Filters` section. All applications for all job positions are presented in a list view, -organized by stage. - -.. _recruitment/new-refuse: - -Create or modify refuse reasons -******************************* - -To view all currently configured refuse reasons, navigate to :menuselection:`Recruitment app --> -Settings --> Applications: Refuse Reasons`. All the refuse reasons appear in a list view. - -To create a new refuse reason, click the :guilabel:`New` button in the top-left corner. A blank -line appears at the bottom of the :guilabel:`Description` column. - -Type in the new refuse reason in the field. It is recommended to enter a reason that is short and -concise, such as `offer expired` or `withdrew application`. - -Then, in the :guilabel:`Email Template` field, click on the field to reveal a drop-down menu. -Select an :guilabel:`Email Template` from the list to be used when this refuse reason is selected. - -If a new :guilabel:`Email Template` is desired, type in the name for the new template in the field. -Then, click :guilabel:`Create and edit...` and a :guilabel:`Create Email Template` form pop-up -window appears. - -Enter a :guilabel:`Name` for the form and an email :guilabel:`Subject` in the corresponding fields. -Enter the email content in the :guilabel:`Content` tab. Make any other desired modifications to the -template, then click :guilabel:`Save & Close` to save the template and return to the -:guilabel:`Refuse Reasons` list. The new template appears in the new refuse reason :guilabel:`Email -Template` field. - -To make any modifications to a refuse reason, click on the line, and make any desired changes. - New applicant ~~~~~~~~~~~~~ @@ -1132,3 +1032,4 @@ Fill out the rest of the form. For detailed information on the fields, refer to :titlesonly: recruitment/new_job + recruitment/refuse_applicant diff --git a/content/applications/hr/recruitment/refuse_applicant.rst b/content/applications/hr/recruitment/refuse_applicant.rst new file mode 100644 index 000000000..00577ce48 --- /dev/null +++ b/content/applications/hr/recruitment/refuse_applicant.rst @@ -0,0 +1,144 @@ +================= +Refuse applicants +================= + +At any point in the recruitment process, an applicant can be refused for a job position. + +To refuse an applicant, start by navigating to the applicant's card in the *Recruitment* app. This +is done in one of two ways: + +- Navigate to :menuselection:`Recruitment app --> Applications --> All Applications`. In the + :guilabel:`Applications` list, click anywhere on the desired applicant's line to open that + specific applicant's card. +- Navigate to the main *ob Positions* dashboard by navigating to :menuselection:`Recruitment app + --> Applications --> By Job Position`. Next, click on the desired job position card, then click on + the individual applicant card from the :guilabel:`Applications` page. + +At the top of the applicant's card, there are several buttons. Click the one labeled +:guilabel:`Refuse`. + +.. _recruitment/refuse-reasons: + +Refuse reasons +============== + +*Refuse reasons* allow recruiters to document why an applicant was not a good fit, and send specific +refusal reason email templates to the applicant. + +Clicking :guilabel:`Refuse` on an applicant's form makes the :guilabel:`Refuse Reason` pop-up window +appear. + +The default refuse reasons in Odoo, and their corresponding email templates, are: + +.. list-table:: + :header-rows: 1 + :stub-columns: 1 + + * - Email Template + - Refusal Reason + * - :guilabel:`Recruitment: Refuse` + - | :guilabel:`Doesn't fit the job requirements` + | :guilabel:`Language issues` + | :guilabel:`Role already fulfilled` + | :guilabel:`Duplicate` + | :guilabel:`Spam` + * - :guilabel:`Recruitment: Not interested anymore` + - | :guilabel:`Refused by Applicant: don't like job` + | :guilabel:`Refused by Applicant: better offer` + | :guilabel:`Refused by Applicant: salary` + +Additional refusal reasons :ref:`can be created, and existing ones can be modified (or deleted) +`. + +Select a refusal reason to :ref:`send a refusal email `. + +.. _recruitment/new-refuse: + +Create or modify refuse reasons +------------------------------- + +To view and configure refuse reasons, navigate to :menuselection:`Recruitment app --> Configuration +--> Applications: Refuse Reasons`. Doing so reveals the :guilabel:`Refuse Reasons` page, where all +the existing refuse reasons are listed. + +To create a new refuse reason from the :guilabel:`Refuse Reasons` page, click the :guilabel:`New` +button in the top-left corner. A blank line appears at the bottom of the list, with an empty field +present in the :guilabel:`Description` column. + +Type in the new refuse reason in the field. It is recommended to enter a reason that is short and +concise, such as `Offer expired` or `Withdrew application`. + +Then, in the :guilabel:`Email Template` field, click on the field to reveal a drop-down menu. +Select an :guilabel:`Email Template` from the list to be used when this refuse reason is selected. + +If a new :guilabel:`Email Template` is desired, type in the name for the new template in the field. +Then, click :guilabel:`Create and edit...`, and a :guilabel:`Create Email Template` form pop-up +window appears. + +In the :guilabel:`Create Email Template` pop-up window, enter a :guilabel:`Name` for the form, and +an email :guilabel:`Subject` in the corresponding fields. + +Enter the desired email content in the :guilabel:`Content` tab. Proceed to make any other +modifications to the template in the :guilabel:`Email Configuration` and :guilabel:`Settings` tabs, +then click :guilabel:`Save & Close` to save the template. Upon clicking that, Odoo returns to the +:guilabel:`Refuse Reasons` list. + +The new template appears in the new refuse reason :guilabel:`Email Template` field. + +.. note:: + Pre-configured recruitment refusal email templates in Odoo use dynamic placeholders, which are + personalized placeholders that populate data from the applicant's record in the email body. + + For example, if the applicant's name is a used in a dynamic placeholder, the applicant's name + appears anytime that dynamic placeholder appears on the email template. + + For more detailed information on email templates, refer to the + :doc:`../../general/companies/email_template` documentation. + +.. _recruitment/send-refusal-email: + +Send refusal email +================== + +After clicking the :guilabel:`Refuse` button on an applicant form, a :ref:`Refuse Reason +` can be selected from the :guilabel:`refuse reason` pop-up window. +Then, two fields appear below the selected refusal reason: :guilabel:`Send Email` and +:guilabel:`Email Template`. + +.. image:: refuse_applicant/refuse-pop-up.png + :align: center + :alt: The Refuse Reason pop-up window that appears when refusing an applicant. + +The applicant's email address automatically populates the :guilabel:`Send Email` field; additional +email recipients **cannot** be added. + +If an email should **not** be sent to the applicant, uncheck the :guilabel:`Send Email` checkbox. + +The email template associated with the refusal reason populates the :guilabel:`Email Template` +field. If a different email template is desired, select a different template from the +:guilabel:`Email Template` drop-down menu. + +To send the refusal email to the applicant, ensure the :guilabel:`Send Email` checkbox is ticked, +then click :guilabel:`Refuse` at the bottom of the :guilabel:`Refuse Reason` pop-up window. The +refusal email is sent to the applicant, and a red :guilabel:`Refused` banner appears on the +applicant's card in the top-right corner. + +.. image:: refuse_applicant/refuse.png + :align: center + :alt: An applicant's card with the refused banner appearing in the top-right corner in red. + +View refused applicants +======================= + +After refusal, the applicant's card is no longer visible in the job position's Kanban view. However, +it is still possible to view applicants who have been refused. + +To view only the refused applicants, go to :menuselection:`Recruitment app --> Applications --> By +Job Positions`, or :menuselection:`Recruitment app --> Applications --> All Applications`. + +On the :guilabel:`Applications` page, click the :icon:`fa-caret-down` :guilabel:`(caret down)` +button in the :guilabel:`Search...` bar, then click :guilabel:`Refused`, located under the +:guilabel:`Filters` section. + +All applicants that have been refused for the job position appear on the :guilabel:`Applications` +page for that position, organized by the stage they were in when they were refused. diff --git a/content/applications/hr/recruitment/refuse_applicant/refuse-pop-up.png b/content/applications/hr/recruitment/refuse_applicant/refuse-pop-up.png new file mode 100644 index 000000000..ee65b94e2 Binary files /dev/null and b/content/applications/hr/recruitment/refuse_applicant/refuse-pop-up.png differ diff --git a/content/applications/hr/recruitment/refuse.png b/content/applications/hr/recruitment/refuse_applicant/refuse.png similarity index 100% rename from content/applications/hr/recruitment/refuse.png rename to content/applications/hr/recruitment/refuse_applicant/refuse.png