[ADD] referrals: moving share jobs section to new doc
closes odoo/documentation#9422
X-original-commit: 7ec544281b
Signed-off-by: Lara Martini (larm) <larm@odoo.com>
This commit is contained in:
Lara Martini (larm)
parent
ba996c0266
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c2691c5ef3
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:show-content:
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=========
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Referrals
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=========
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@ -99,327 +101,6 @@ sequence.
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:align: center
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:alt: The onboarding slides in a list, with the drag and drop arrows highlighted.
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Share job positions
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===================
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In order to earn referral points, a user must first share a job position so the applicant can apply
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for the position. There are several ways to share job positions within the Referrals application,
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through the :ref:`View Jobs <referrals/view-jobs>` button and the :ref:`Email A Friend
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<referrals/email-jobs>` button.
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.. _referrals/view-jobs:
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View Jobs
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---------
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To see all job positions that are actively recruiting candidates, click the :guilabel:`View Jobs`
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button on the main Referrals dashboard. This presents all job positions, with each individual job
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presented in its own card.
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.. image:: referrals/jobs.png
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:align: center
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:alt: The 'View Jobs' screen, displaying all current open job positions. All information is
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displayed on the card.
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Each job position card contains the following information:
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- The title of the job position. This information is taken from the :guilabel:`Job Position` field
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of the job form.
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- The number of positions being recruited. This information is taken from the :guilabel:`Expected
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New Employees` field of the :guilabel:`Recruitment` tab of the job form.
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- The points a user will earn when an applicant applies for the position.
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- The job description detailing the job position. This information is taken from the :guilabel:`Job
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Position` tab of the job form.
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To see all the details for a job position, click the :guilabel:`More Info` button on the specific
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card. This opens the job position webpage in a new browser tab. This is what an applicant sees
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before applying for a position.
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.. note::
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Only published job positions will be visible in the Referrals app. To check which job positions
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are published or not, refer to the :doc:`recruitment/new_job` documentation.
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Refer friends
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-------------
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To share a job position with someone, click the :guilabel:`Refer Friend` button on the specific job
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position card. A pre-configured :guilabel:`Send Job Offer by Mail` email pop-up window appears.
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Enter the recipient's email address in the :guilabel:`Email` field.
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The subject and body are populated using a default template. The subject `Job for you` appears, and
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can be modified if desired.
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The specific title of the job position will populate the :guilabel:`Job Position` placeholder in the
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email body. The `See Job Offer` text in the email body is an individualized tracking link to the
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specific job position listed on the website. When the prospective employee receives the email, the
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link will send them to the job position page, where they can apply for the position, and the person
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who referred them is tracked in the Referrals application.
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If desired, add any text or closing salutation to the email body. When all edits have been made,
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click :guilabel:`Send Email` to send the email, or click :guilabel:`Cancel` to close the email
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pop-up window.
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.. image:: referrals/email.png
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:align: center
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:alt: Referral email pop-up window with the email message inside it.
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Share a job
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-----------
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There are several other ways to share a job position aside from sending an email, via social media
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platforms and tracking links to the job position. At the bottom of each job position card are four
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icons and corresponding tracking links that can be used to share the job position, keeping track of
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applicants in the Referrals application.
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.. image:: referrals/share.png
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:align: center
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:alt: The various sharing icons that appear for each job.
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Link
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~~~~
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To share the job position with a customized tracking link, click the :guilabel:`Share Now` button
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with the :guilabel:`🔗 (chain)` icon inside it. A :guilabel:`Link to Share` pop-up window appears
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with the tracking link. Click :guilabel:`Copy` to copy the link. After the link is copied, click the
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:guilabel:`Close` button to close the pop-up. Next, share the link with the prospective employee
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however desired.
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Facebook
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~~~~~~~~
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To share the job position using Facebook, click the :guilabel:`Share Now` button with the
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:guilabel:`f (Facebook icon)` inside it. If the user is already logged into Facebook, when the
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:guilabel:`f (Facebook icon)` is clicked, a :guilabel:`Share on Facebook` page loads in a new tab,
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with the link populated in the main body of the new post. If the user is *not* already logged in, a
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log-in screen loads instead, prompting the user to log-in to Facebook first.
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Type in any additional information to add to the post, in the space directly below your name. If
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desired, :guilabel:`tag` users, :guilabel:`check-in` at a location, or add a :guilabel:`status` to
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the post. To tag a user, click the :guilabel:`Tag Friends` icon and select the people to tag to the
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post. To add a check-in location, click the :guilabel:`Check in` icon, and select the location from
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the pop-up of predetermined locations based on your current location. To add a :guilabel:`status`,
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click the :guilabel:`Feeling/Activity` icon, then select either the feeling or the activity type,
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and lastly, if an activity type was selected, select the specific activity.
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There are five methods to share the job position, :guilabel:`Your Story`, :guilabel:`Share on a
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Friend's Timeline`, :guilabel:`Share in a Group`, :guilabel:`Share in an Event`, and
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:guilabel:`Share in a Private Message`. To select the sharing method, click the drop-down menu
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located at the top of the page, directly beneath the :guilabel:`Share on Facebook` banner.
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.. image:: referrals/facebook.png
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:align: center
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:alt: The view on Facebook when sharing a job description. All the various ways to share are
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highlighted, as are all the required settings.
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.. tabs::
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.. tab:: Share to news feed or story
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The default sharing method is through the :guilabel:`News Feed`, :guilabel:`Story`, or both.
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At the lower portion of the form are radio buttons next to the two options, :guilabel:`Feed`
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(for the News Feed) and :guilabel:`Your Story` for stories. When :guilabel:`Share to News Feed
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or Story` is selected, these buttons are active, if another option is selected, these radio
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buttons are greyed out. Activate the radio button(s) to indicate how the job position should
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be shared, either in the news feed, the story, or both.
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The :guilabel:`Share to news feed or story` option allows for specific privacy settings to be
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selected. In the lower right corner of the screen, there are two drop-down menu options, one
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for the :guilabel:`Feed` option, the other for the :guilabel:`Your story` option. Select the
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posting parameters from the drop-down menus. The :guilabel:`Feed` ad :guilabel:`Your story`
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options appear different from user to user, depending on what privacy settings have been
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created in Facebook. :guilabel:`Public` and :guilabel:`Friends` are default options, but other
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options that the user may have configured will appear as well, such as custom groups.
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When the post and/or story is ready to be shared, click the blue :guilabel:`Post to Facebook`
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button at the bottom of the screen.
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.. tab:: Share on a friend's timeline
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Instead of making a public post on the user's on Facebook page, the job position can be shared
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directly on a friend's timeline. Click the :guilabel:`Share to News Feed or Story` drop-down
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menu near the top of the page, and select :guilabel:`Share on a Fried's Timeline`.
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When selected, a :guilabel:`Friend` field appears below the selection. Begin to type in the
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friend's name. As the name is typed, a list appears, populated with names that match what is
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entered. Select the friend from the list. **Only** one friend can be selected.
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When the post is ready to be shared, click the blue :guilabel:`Post to Facebook` button at the
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bottom of the screen.
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.. tab:: Share in a group
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To reach a specific audience and not share the job position publicly with everyone, a job can
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be shared in a group. Click the :guilabel:`Share to News Feed or Story` drop-down menu near
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the top of the page, and select :guilabel:`Share in a Group`.
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When selected, a :guilabel:`Group` field appears below the selection. The available groups
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that can be posted to are groups the user is currently a member of. Job positions cannot be
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shared with groups the user has not joined. Begin to type in the name of the group. As the
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group name is typed, a list appears, populated with the group names that match what is
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entered. Select the group from the list. Only one group can be selected.
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When the post is ready to be shared, click the blue :guilabel:`Post to Facebook` button at the
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bottom of the screen.
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.. tab:: Share in an event
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A job position can also be shared on an event page. Click the :guilabel:`Share to News Feed or
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Story` drop-down menu near the top of the page, and select :guilabel:`Share in an Event`.
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When selected, an :guilabel:`Event` field appears below the selection. The available events
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that can be posted to are events the user is invited to. This includes events that the user
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has not responded to yet, and events that have occurred in the past. Begin to type in the name
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of the event. As the event name is typed, a list appears, populated with the events that match
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what is entered. Select the event from the list. Only one event can be selected.
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When the post is ready to be shared, click the blue :guilabel:`Post to Facebook` button at the
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bottom of the screen.
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.. tab:: Share in a private message
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The last option is to share a job position privately instead of publicly, in a Facebook
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message. Click the :guilabel:`Share to News Feed or Story` drop-down menu near the top of the
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page, and select :guilabel:`Share in an Private Message`.
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When selected, a :guilabel:`To` field appears below the selection. Begin to type in the
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friend's name. As the name is typed, a list appears, populated with names that match what is
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entered. Select the friend from the list. Multiple friends can be selected and added to a
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single message. Repeat this process for each friend to be added.
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When the message is ready to be sent, click the blue :guilabel:`Send message` button at the
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bottom of the screen.
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X/Twitter
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~~~~~~~~~
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A job position can also be shared on X/Twitter. Click the :guilabel:`Share Now` button with the bird
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icon inside it. If the user is already signed in to X/Twitter, when the :guilabel:`Share Now` icon
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is clicked, an X/Twitter page loads in a new tab with a pre-populated message ready to post, in a
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draft pop-up. If the user is *not* already signed in, a sign-in screen loads instead, prompting the
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user to sign in to X/Twitter.
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The default message is:
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:guilabel:`Amazing job offer for (Job Position)! Check it live: (link to Job Position)`
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Type in any additional information or make any edits to the message. If desired, click the
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:guilabel:`X` in the top left corner of the thumbnail preview of the webpage to remove it. To adjust
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the audience for the message, click the drop-down button labeled :guilabel:`Everyone`. Select the
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preferred audience from the drop-down menu. The default option is :guilabel:`Everyone`, and the
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other options is :guilabel:`Circle`. The :guilabel:`Circle` is a group of people that the user has
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selected in X/Twitter.
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The default setting is :guilabel:`🌎 (globe) Everyone can reply`, an allows everyone on X/Twitter to
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reply to the message. To change this, click the :guilabel:`🌎 (globe) Everyone can reply` button in
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the lower left section of the message. There are four options presented: :guilabel:`Everyone`,
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:guilabel:`Accounts you follow`, :guilabel:`Verified accounts`, and :guilabel:`Only accounts you
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mention`. Selecting one of the other options restricts who can reply to the message.
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There are various other items that can be added to the message. Media (photos, videos, etc), GIF's,
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polls, emojis, and a location may all be added. Click the corresponding icon in the bottom left of
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the message and follow the prompts to add the desired additional elements.
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To have the message posted at a future date and time, click the :guilabel:`Schedule` icon in the
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lower left of the message window. It is the fifth icon from the left. Enter the date and time that
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the message should be posted using the date and time selector presented. Click :guilabel:`Confirm`
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to add the scheduled time to the message.
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To post the message, click :guilabel:`Post`. The message will be immediately posted, or, if it was
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scheduled, will be posted at the scheduled date and time.
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.. image:: referrals/twitter.png
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:align: center
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:alt: The X/Twitter pop-up when sharing a job description. All the other items than can be added
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to the message are highlighted, as is the visibility setting and the post button.
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LinkedIn
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~~~~~~~~
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To share a job position on LinkedIn, click the :guilabel:`Share Now` button with the :guilabel:`in
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(LinkedIn logo)` inside it. If the user is already logged into LinkedIn, when the :guilabel:`Share
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Now` button is clicked, a new tab loads in LinkedIn, with a link to the job position at the top. If
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the user is *not* already logged in, a log-in screen loads instead, prompting the user to log-in to
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LinkedIn first.
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The job position can be shared either in a public post, or in a private message to an individual or
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group of individuals.
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Share in a post
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***************
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To share the job position in a public post, click the :guilabel:`✏️ (pencil) Share in a post` button
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in the lower-left corner of the screen. A :guilabel:`Create a post` window loads, with the job
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position link populated. Enter any other information to the post in the field.
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To change the audience that will see the post, click the :guilabel:`🌎 (globe) Anyone` drop-down,
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located directly beneath the account name. Click on the desired selection, then click the
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:guilabel:`Save` button on the far right side of the screen, beneath the last listed option.
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:guilabel:`Anyone` allows anyone on LinkedIn to see the post. :guilabel:`Connections only` will
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only share the post with people who are connected with the user, and will be hidden from everyone
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else. :guilabel:`Group` shares the post with a specific group the user is a member of. The post can
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only be shared with one group; posting to multiple groups at once is not available. If
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:guilabel:`Group` is selected, a page loads with a list of all the groups the user is currently a
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member of. Click on a group to select it, then click the :guilabel:`Save` button in the lower right
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corner.
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Next, select who can comment on the post. To change this setting, click on the :guilabel:`💬 (speech
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bubble) Anyone` button located beneath the body of the post. A page loads with the various options.
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Click on one of the three options to select it. The three options are :guilabel:`Anyone`,
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:guilabel:`Connections only`, and :guilabel:`No one`. The default option is :guilabel:`Anyone`,
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which allows anyone with a LinkedIn account to comment on the post. :guilabel:`Connections only`
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will only allow people who are connected with the user to comment on the post. :guilabel:`No one`
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turns off commenting. After making a selection, click the :guilabel:`Save` button in the far lower
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right corner.
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Finally, once the post is edited and the settings have been selected, click :guilabel:`Post` to
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share the job position.
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.. image:: referrals/linkedin.png
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:align: center
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:alt: A linkedIn post to share a job. The job position is highlighted as is the post button.
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Send as private message
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***********************
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Instead of making a public post, the post can be sent to a connection in a private message. To do
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so, click the :guilabel:`Send as private message` button in the lower left corner. A message window
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loads with the link to the job description in the bottom of the window. First, select the
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recipient(s) for the message. Type the name in the :guilabel:`Search for message recipients` field.
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As the name is typed in, any matching connections appear. Click on a connection to add them. Repeat
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this for all the recipients to send the message to. There is no limit on the number of connections
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that can be messaged. Next, enter any additional text in the message body. Click :guilabel:`Send` in
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the lower right corner to send the message. A :guilabel:`Message successfully sent!` screen loads.
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Two options are presented, :guilabel:`View Message` and :guilabel:`Continue to LinkedIn`. Click on
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the desired selection to navigate to that choice, or close the browser tab to exit.
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.. _referrals/email-jobs:
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Email a friend
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--------------
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Another way to share job opportunities is to share the entire current list of open job positions
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instead of one job position at a time. To do this, navigate to the main *Referrals* app dashboard.
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Click the :guilabel:`Email a friend` button at the bottom of the screen. A :guilabel:`Send Job Offer
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by Mail` pop-up window appears.
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Enter the email address(es) in the :guilabel:`Email` line. The email can be sent to multiple
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recipients, simply enter a comma followed by a single space after each email address. The
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:guilabel:`Subject` is pre-configured with `Job for you`, but can be edited.
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The email body is also populated with pre-configured text. The text that appears is:
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`Hello,`
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`There are some amazing job offers in my company! Have a look, they can be interesting for you`
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`See Job Offers`
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The `See Job Offers` text is a tracking link to a complete list of all job positions currently being
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recruited for, that are live on the company's website (published). Add any additional text and/or
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make any edits to the message body, then click :guilabel:`Send Mail` to send the email. The message
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will be sent and the window will close.
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.. _referrals/hired:
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Hired referrals
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@ -776,3 +457,10 @@ spreadsheet from the drop-down menu, or select :guilabel:`New Spreadsheet`. Clic
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.. note::
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The spreadsheet is stored in the *Documents* application. This application needs to be installed
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in order to use the :guilabel:`Insert in Spreadsheet` option.
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.. seealso::
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:doc:`referrals/share_jobs`
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.. toctree::
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referrals/share_jobs
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165
content/applications/hr/referrals/share_jobs.rst
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165
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@ -0,0 +1,165 @@
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===================
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Share job positions
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===================
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In Odoo *Referrals*, users can earn referral points by sharing job positions with potential
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applicants. Job positions can be shared in several ways, through the :ref:`View Jobs
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<referrals/view-jobs>` button and the :ref:`Email A Friend <referrals/email-jobs>` button, located
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at the bottom of the *Referrals* app dashboard.
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.. note::
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Sharing jobs can **only** occur after onboarding slides have been viewed or skipped.
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.. _referrals/view-jobs:
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View Jobs
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=========
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To see all job positions that are actively recruiting candidates, click the :guilabel:`View Jobs`
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button on the main *Referrals* dashboard. This presents all job positions, with each individual job
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presented with its own card.
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.. image:: share_jobs/jobs.png
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:align: center
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:alt: The 'View Jobs' screen, displaying all current open job positions. All information is
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displayed on the card.
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Each job position card contains the following information:
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- The title of the job position. This information is taken from the *Job Position* field of the job
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form.
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- The number of :guilabel:`Open Positions` being recruited. This information is taken from the
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*Expected New Employees* field of the *Recruitment* tab of the job form.
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- The points a user earns when an applicant applies for the position.
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- The job description detailing the job position. This information is taken from the *Job Position*
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tab of the job form.
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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.
|
||||
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Reference in New Issue
Block a user