diff --git a/content/applications/hr/referrals.rst b/content/applications/hr/referrals.rst index e0ddf0ed6..8c959e4a9 100644 --- a/content/applications/hr/referrals.rst +++ b/content/applications/hr/referrals.rst @@ -1,3 +1,5 @@ +:show-content: + ========= Referrals ========= @@ -99,327 +101,6 @@ sequence. :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. There are several ways to share job positions within the Referrals application, -through the :ref:`View Jobs ` button and the :ref:`Email A Friend -` button. - -.. _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 ------------ - -There are several other ways to share a job position aside from sending an email, 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. Next, share the link with the prospective employee -however desired. - -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. 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, in the space directly below your name. If -desired, :guilabel:`tag` users, :guilabel:`check-in` at a location, or add a :guilabel:`status` to -the post. To tag a user, click the :guilabel:`Tag Friends` icon and select the people to tag to the -post. To add a check-in location, click the :guilabel:`Check in` icon, and select the location from -the pop-up of predetermined locations based on your current location. To add a :guilabel:`status`, -click the :guilabel:`Feeling/Activity` icon, then select either the feeling or the activity type, -and lastly, if an activity type was selected, select the specific activity. - -There are five methods to share the job position, :guilabel:`Your Story`, :guilabel:`Share on a -Friend's Timeline`, :guilabel:`Share in a Group`, :guilabel:`Share in an Event`, and -:guilabel:`Share in a Private Message`. To select the sharing method, click the drop-down menu -located at the top of the page, directly beneath the :guilabel:`Share on Facebook` banner. - -.. image:: referrals/facebook.png - :align: center - :alt: The view on Facebook when sharing a job description. All the various ways to share are - highlighted, as are all the required settings. - -.. tabs:: - - .. tab:: Share to news feed or story - - The default sharing method is through the :guilabel:`News Feed`, :guilabel:`Story`, or both. - At the lower portion of the form are radio buttons next to the two options, :guilabel:`Feed` - (for the News Feed) and :guilabel:`Your Story` for stories. When :guilabel:`Share to News Feed - or Story` is selected, these buttons are active, if another option is selected, these radio - buttons are greyed out. Activate the radio button(s) to indicate how the job position should - be shared, either in the news feed, the story, or both. - - The :guilabel:`Share to news feed or story` option allows for specific privacy settings to be - selected. In the lower right corner of the screen, there are two drop-down menu options, one - for the :guilabel:`Feed` option, the other for the :guilabel:`Your story` option. Select the - posting parameters from the drop-down menus. The :guilabel:`Feed` ad :guilabel:`Your story` - options appear different from user to user, depending on what privacy settings have been - created in Facebook. :guilabel:`Public` and :guilabel:`Friends` are default options, but other - options that the user may have configured will appear as well, such as custom groups. - - When the post and/or story is ready to be shared, click the blue :guilabel:`Post to Facebook` - button at the bottom of the screen. - - .. tab:: Share on a friend's timeline - - Instead of making a public post on the user's on Facebook page, the job position can be shared - directly on a friend's timeline. Click the :guilabel:`Share to News Feed or Story` drop-down - menu near the top of the page, and select :guilabel:`Share on a Fried's Timeline`. - - When selected, a :guilabel:`Friend` field appears below the selection. Begin to type in the - friend's name. As the name is typed, a list appears, populated with names that match what is - entered. Select the friend from the list. **Only** one friend can be selected. - - When the post is ready to be shared, click the blue :guilabel:`Post to Facebook` button at the - bottom of the screen. - - .. tab:: Share in a group - - To reach a specific audience and not share the job position publicly with everyone, a job can - be shared in a group. Click the :guilabel:`Share to News Feed or Story` drop-down menu near - the top of the page, and select :guilabel:`Share in a Group`. - - When selected, a :guilabel:`Group` field appears below the selection. The available groups - that can be posted to are groups the user is currently a member of. Job positions cannot be - shared with groups the user has not joined. Begin to type in the name of the group. As the - group name is typed, a list appears, populated with the group names that match what is - entered. Select the group from the list. Only one group can be selected. - - When the post is ready to be shared, click the blue :guilabel:`Post to Facebook` button at the - bottom of the screen. - - .. tab:: Share in an event - - A job position can also be shared on an event page. Click the :guilabel:`Share to News Feed or - Story` drop-down menu near the top of the page, and select :guilabel:`Share in an Event`. - - When selected, an :guilabel:`Event` field appears below the selection. The available events - that can be posted to are events the user is invited to. This includes events that the user - has not responded to yet, and events that have occurred in the past. Begin to type in the name - of the event. As the event name is typed, a list appears, populated with the events that match - what is entered. Select the event from the list. Only one event can be selected. - - When the post is ready to be shared, click the blue :guilabel:`Post to Facebook` button at the - bottom of the screen. - - .. tab:: Share in a private message - - The last option is to share a job position privately instead of publicly, in a Facebook - message. Click the :guilabel:`Share to News Feed or Story` drop-down menu near the top of the - page, and select :guilabel:`Share in an Private Message`. - - When selected, a :guilabel:`To` field appears below the selection. Begin to type in the - friend's name. As the name is typed, a list appears, populated with names that match what is - entered. Select the friend from the list. Multiple friends can be selected and added to a - single message. Repeat this process for each friend to be added. - - When the message is ready to be sent, click the blue :guilabel:`Send message` button at the - bottom of the screen. - -X/Twitter -~~~~~~~~~ - -A job position can also be shared on X/Twitter. Click the :guilabel:`Share Now` button with the bird -icon inside it. If the user is already signed in to X/Twitter, when the :guilabel:`Share Now` icon -is clicked, an X/Twitter page loads in a new tab with a pre-populated message ready to post, in a -draft pop-up. If the user is *not* already signed in, a sign-in screen loads instead, prompting the -user to sign in to X/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. If desired, click the -:guilabel:`X` in the top left corner of the thumbnail preview of the webpage to remove it. To adjust -the audience for the message, click the drop-down button labeled :guilabel:`Everyone`. Select the -preferred audience from the drop-down menu. The default option is :guilabel:`Everyone`, and the -other options is :guilabel:`Circle`. The :guilabel:`Circle` is a group of people that the user has -selected in X/Twitter. - -The default setting is :guilabel:`🌎 (globe) Everyone can reply`, an allows everyone on X/Twitter to -reply to the message. To change this, click the :guilabel:`🌎 (globe) Everyone can reply` button in -the lower left section of the message. There are four options presented: :guilabel:`Everyone`, -:guilabel:`Accounts you follow`, :guilabel:`Verified accounts`, and :guilabel:`Only accounts you -mention`. Selecting one of the other options restricts who can reply to the message. - -There are various other items that can be added to the message. Media (photos, videos, etc), GIF's, -polls, emojis, and a location may all be added. Click the corresponding icon in the bottom left of -the message and follow the prompts to add the desired additional elements. - -To have the message posted at a future date and time, click the :guilabel:`Schedule` icon in the -lower left of the message window. It is the fifth icon from the left. Enter the date and time that -the message should be posted using the date and time selector presented. Click :guilabel:`Confirm` -to add the scheduled time to the message. - -To post the message, click :guilabel:`Post`. The message will be immediately posted, or, if it was -scheduled, will be posted at the scheduled date and time. - -.. image:: referrals/twitter.png - :align: center - :alt: The X/Twitter pop-up when sharing a job description. All the other items than can be added - to the message are highlighted, as is the visibility setting and the post button. - -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. - -Share in a post -*************** - -To share the job position in a public post, click the :guilabel:`✏️ (pencil) Share in a post` button -in the lower-left corner of the screen. A :guilabel:`Create a post` window loads, with the job -position link populated. Enter any other information to the post in the field. - -To change the audience that will see the post, click the :guilabel:`🌎 (globe) Anyone` drop-down, -located directly beneath the account name. Click on the desired selection, then click the -:guilabel:`Save` button on the far right side of the screen, beneath the last listed option. - -:guilabel:`Anyone` allows anyone on LinkedIn to see the post. :guilabel:`Connections only` will -only share the post with people who are connected with the user, and will be hidden from everyone -else. :guilabel:`Group` shares the post with a specific group the user is a member of. The post can -only be shared with one group; posting to multiple groups at once is not available. If -:guilabel:`Group` is selected, a page loads with a list of all the groups the user is currently a -member of. Click on a group to select it, then click the :guilabel:`Save` button in the lower right -corner. - -Next, select who can comment on the post. To change this setting, click on the :guilabel:`💬 (speech -bubble) Anyone` button located beneath the body of the post. A page loads with the various options. -Click on one of the three options to select it. The three options are :guilabel:`Anyone`, -:guilabel:`Connections only`, and :guilabel:`No one`. The default option is :guilabel:`Anyone`, -which allows anyone with a LinkedIn account to comment on the post. :guilabel:`Connections only` -will only allow people who are connected with the user to comment on the post. :guilabel:`No one` -turns off commenting. After making a selection, click the :guilabel:`Save` button in the far lower -right corner. - -Finally, once the post is edited and the settings have been selected, click :guilabel:`Post` to -share the job position. - -.. image:: referrals/linkedin.png - :align: center - :alt: A linkedIn post to share a job. The job position is highlighted as is the post button. - -Send as private message -*********************** - -Instead of making a public post, the post can be sent to a connection in a private message. To do -so, click the :guilabel:`Send as private message` button in the lower left corner. A message window -loads with the link to the job description in the bottom of the window. First, select the -recipient(s) for the message. Type the name in the :guilabel:`Search for message recipients` field. -As the name is typed in, any matching connections appear. Click on a connection to add them. Repeat -this for all the recipients to send the message to. There is no limit on the number of connections -that can be messaged. Next, enter any additional text in the message body. Click :guilabel:`Send` in -the lower right corner to send the message. A :guilabel:`Message successfully sent!` screen loads. -Two options are presented, :guilabel:`View Message` and :guilabel:`Continue to LinkedIn`. Click on -the desired selection to navigate to that choice, or close the browser tab to exit. - -.. _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(es) 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 `See Job Offers` text is a tracking link to a complete list of all job positions currently being -recruited for, that are live on the company's website (published). Add any additional text and/or -make any edits to the message body, then click :guilabel:`Send Mail` to send the email. The message -will be sent and the window will close. - .. _referrals/hired: Hired referrals @@ -776,3 +457,10 @@ 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 in order to use the :guilabel:`Insert in Spreadsheet` option. + +.. seealso:: + :doc:`referrals/share_jobs` + +.. toctree:: + + referrals/share_jobs diff --git a/content/applications/hr/referrals/facebook.png b/content/applications/hr/referrals/facebook.png deleted file mode 100644 index 7f85851bd..000000000 Binary files a/content/applications/hr/referrals/facebook.png and /dev/null differ diff --git a/content/applications/hr/referrals/jobs.png b/content/applications/hr/referrals/jobs.png deleted file mode 100644 index 15a9915a7..000000000 Binary files a/content/applications/hr/referrals/jobs.png and /dev/null differ diff --git a/content/applications/hr/referrals/linkedin.png b/content/applications/hr/referrals/linkedin.png deleted file mode 100644 index 61fc21c98..000000000 Binary files a/content/applications/hr/referrals/linkedin.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 86872895c..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 diff --git a/content/applications/hr/referrals/twitter.png b/content/applications/hr/referrals/twitter.png deleted file mode 100644 index 52e7ea501..000000000 Binary files a/content/applications/hr/referrals/twitter.png and /dev/null differ