[IMP] Recruitment: Updated doc for v15 changes
closes odoo/documentation#6207 Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
@ -68,17 +68,21 @@ The fields can be filled out as follows:
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- :guilabel:`Company`: Select the company the job is for.
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- :guilabel:`Website`: Select the website where the job will be published.
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- :guilabel:`Department`: Select the relevant department for the job position.
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- :guilabel:`Job Location`: Select the physical address for the job.
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- :guilabel:`Expected New Employees`: Enter the number of employees to be hired for this position.
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- :guilabel:`Is Published`: Check the box to publish the job online.
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- :guilabel:`Contract Template`: Select a contract template that will be used when offering the job
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to a candidate.
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- :guilabel:`Interviewers`: Select who should perform the interview(s). Multiple people can be
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selected.
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- :guilabel:`Interview Form`: Select a form that applicants will fill out prior to their interview,
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or create a new form. Once selected, a :guilabel:`Display (Name) Form` button will appear next to
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the selected form. Click on this to see how the form will be displayed to the candidate on the
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front end.
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.. image:: new_job/interview-form.png
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:align: center
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:alt: The interview form will display a link to see the form as the candidate will.
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.. image:: new_job/interview-form.png
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:align: center
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:alt: The interview form will display a link to see the form as the candidate will.
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- :guilabel:`Recruiter`: Select the person who will be doing the recruiting for this role.
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@ -86,13 +90,6 @@ The fields can be filled out as follows:
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:align: center
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:alt: Enter job information details in the recruitment tab.
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Appraisals
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~~~~~~~~~~
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This tab displays the :guilabel:`Employee Feedback Template` and the :guilabel:`Manager Feedback
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Template`, both of which will be used after the employee has been hired, the predetermined time has
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passed, and feedback is requested.
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Create interview form
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---------------------
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@ -105,9 +102,15 @@ icon in the upper-right corner of the card to reveal several options, and then c
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:align: center
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:alt: Create an interview form for the new position.
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Click on :guilabel:`Add a section` to add a section to the form. A line will appear, and a section
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heading can be entered. When complete, click off the line, or press enter to lock in the new
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section on the form.
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Next the survey form loads. The :guilabel:`Survey Title` is pre-populated based on the job
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description. Then, select the person :guilabel:`Responsible` for the survey from the drop-down menu.
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Questions
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~~~~~~~~~
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In the :guilabel:`Questions` tab, click on :guilabel:`Add a section` to add a section to the form. A
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line appears, and a section heading can be entered. When complete, click off the line, or press
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enter to lock in the new section on the form.
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.. image:: new_job/add-section.png
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:align: center
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@ -118,18 +121,21 @@ enter the question details. Type out the question in the top line.
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There are several *Question Types* to choose from:
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- :guilabel:`Multiple choice: only one answer`: a multiple choice question that only allows the
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candidate to select one answer
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- :guilabel:`Multiple choice: multiple answers allowed`: a multiple choice question that allows the
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candidate to select multiple answers
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- :guilabel:`Multiple Lines Text Box`: allows the applicant to enter several lines of text
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- :guilabel:`Single Line Text Box`: limits the applicant to only a single line of text
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- :guilabel:`Numerical Value`: only allows a number to be entered
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- :guilabel:`Date`: a calendar module is presented to select a date
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- :guilabel:`Datetime`: a calendar module and a clock icon is presented to select a date and time
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- :guilabel:`Multiple choice: only one answer`: a multiple choice question that only allows the
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candidate to select one answer
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- :guilabel:`Multiple choice: multiple answers allowed`: a multiple choice question that allows the
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candidate to select multiple answers
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- :guilabel:`Matrix`: a customizable table that allows the candidate to choose an answer for each
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row
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After selecting a question type, a sample question appears in gray. This represents how the question
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format will be displayed to applicants.
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.. image:: new_job/questions.png
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:align: center
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:alt: Add a new question to the interview form.
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@ -143,13 +149,166 @@ Sections are indicated by a gray background, while questions have a white backgr
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:align: center
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:alt: A sample of categories and questions for a candidate.
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Next, configure the options for the interview form. Click the :guilabel:`Options` tab to view all
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the options to configure, by category.
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Answers
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*******
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If :guilabel:`Multiple choice: only one answer`, :guilabel:`Multiple choice: multiple answers
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allowed`, :guilabel:`Single Line Text Box`, or :guilabel:`Matrix` is selected for the
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:guilabel:`Question Type`, an :guilabel:`Answers` tab appears beneath the question. If another
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:guilabel:`Question Type` is selected, the :guilabel:`Answers` tab remains hidden from view.
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.. tabs::
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.. tab:: Multiple choice
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For both the :guilabel:`Multiple choice: only one answer` and :guilabel:`Multiple choice:
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multiple answers allowed` question types, the answers are populated in the same way.
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First, in the :guilabel:`Answers` tab, click :guilabel:`Add a line`. A line appears, and an
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answer can be entered. After typing in the answer, click off the line, or press enter to lock
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in the new answer on the form and have another answer line appear.
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If desired, an image can be attached to the answer. Click on a line to select it, and an
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:guilabel:`Upload your file` button appears on the right side. Click the :guilabel:`Upload
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your file` button and a file explorer window appears. Navigate to the photo file, select it,
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then click :guilabel:`Open` to select it.
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Repeat this for all the answers to be added for the multiple choice question. The answers can
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be rearranged in any order. To move an answer, click on the :guilabel:`↕️ (Up-down arrows)` on
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the far left of each answer line, and drag the answer to the desired position. The order the
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answers appear in the form is the order the answers will appear online.
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To delete a line, click on the :guilabel:`🗑️ (trash can)` icon on the far right side of the
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answer line.
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.. image:: new_job/multi-answers.png
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:align: center
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:alt: Answers to a multiple choice question, where each line has a different answer listed.
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.. tab:: Single Line Text Box
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If the :guilabel:`Single Line Text Box` is selected for the :guilabel:`Question Type`, only
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two checkboxes appear in the :guilabel:`Answers` tab:
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- :guilabel:`Input must be an email`: Activate this option if the answer must be in the format
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of an email address.
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- :guilabel:`Save as user email?`: This option appears if :guilabel:`Input must be an email`
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is selected. This saves the email entered on the form as the user's email, and will be
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used anytime Odoo contacts the user via email.
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- :guilabel:`Save as user nickname?`: Activate this option to populate the answer as the
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user's nickname. This is stored and used anywhere Odoo uses a nickname.
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.. tab:: Matrix
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Sometimes, a question is asked that does not fit a standard answer format, and is best suited
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for a matrix. For example, asking an applicant what is their availability to work compared to
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the various shifts is a perfect question for a matrix format. In this example, an applicant
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can click on all the shifts they are available to work.
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For a :guilabel:`Matrix` :guilabel:`Question Type`, there are two sets of data that need to be
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input. The rows and columns must both be configured. The columns are represented by the
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:guilabel:`Choices` section, while the rows are configured in the :guilabel:`Rows` section.
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The method for populating both sections is the same. In the :guilabel:`Answers` tab, click
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:guilabel:`Add a line` in either the :guilabel:`Choices` or :guilabel:`Row` section. A line
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appears, and an answer can be entered. After typing in the answer, click off the line, or
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press enter to lock in the new answer on the form and have another answer line appear. Repeat
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this for all answers for both the :guilabel:`Choices` and :guilabel:`Rows` sections.
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.. figure:: new_job/matrix.png
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:align: center
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This is an example matrix that asks an applicant what shifts they are available to work on
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Saturdays and Sundays, either morning, afternoon, or evening.
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Description
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***********
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Enter any information that may be helpful to an applicant. This description will appear for this
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specific question only, and therefore should be question-specific and not generalized.
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Options
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*******
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To view the options that are available to set for a question, click on the :guilabel:`Options` tab.
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The :guilabel:`Layout`, :guilabel:`Constraints`, and :guilabel:`Live Sessions` sections are
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universal for all :guilabel:`Question Types`, while the :guilabel:`Answers` tab is specific to the
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:guilabel:`Question Type` selected, and changes based on the selection.
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Answers
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^^^^^^^
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- :guilabel:`Multiple choice: only one answer` and :guilabel:`Multiple choice: multiple answers
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allowed`: The :guilabel:`Answers` section is blank, with no choices needed to be made.
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- :guilabel:`Multiple Lines Text Box`: A :guilabel:`Placeholder` field appears. Enter any text that
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should appear with the question to help clarify how the applicant should answer.
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- :guilabel:`Single Line Text Box`, :guilabel:`Numerical Value`, :guilabel:`Date`, and
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:guilabel:`Datetime`: A :guilabel:`Validate entry` option appears. Activate this option if what
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the applicant enters must be verified as adhering to the parameters set in this section. When
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activated, several other options appear. Enter the :guilabel:`Minimum` and :guilabel:`Maximum`
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values in the corresponding fields. Depending on the :guilabel:`Question Type` selected, these
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fields may reference characters, numbers, or dates. Next, enter the text that appears when the
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answer given does not fit within the designated minimum and maximum parameters. Last, enter any
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text in the :guilabel:`Placeholder` field to provide any additional information or directions to
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assist the applicant.
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- :guilabel:`Matrix`: The first option that appears is :guilabel:`Matrix Type`. Select either
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:guilabel:`One choice per row` or :guilabel:`Multiple choices per row` using the drop-down menu.
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Constraints
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^^^^^^^^^^^
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If the question is required to be answered by the applicant, activate the box next to
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:guilabel:`Mandatory Answer`. An :guilabel:`Error message` field appears, with some example text in
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gray (:guilabel:`This question requires an answer`). Enter the message that should appear if the
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applicant attempts to move on to the next question without answering this required one. The text
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should explain that the question must be answered.
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Layout
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^^^^^^
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If the question should only appear if a previous question is answered in a specific way, activate
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the :guilabel:`Conditional Display` option. A new :guilabel:`Triggering Question` field appears.
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Using the drop-down menu, select the previous question this new question is linked to. Once a
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previous question is selected, a :guilabel:`Triggering Answer` field appears. Select the answer that
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must be selected in order for the new question to appear.
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The next option is :guilabel:`Show Comments Field`. Activate the option if there should be a comment
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displayed to the applicant. If activated, a :guilabel:`Comment Message` field appears. Enter the
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text to appear in the :guilabel:`Comment Message` field.
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.. example::
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To further illustrate a triggering question, the following is an example that is applicable to
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recruitment. The question, `Do you have management experience?` is already added. A new question
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is then added, `How many years of experience?`. This question should *only* appear if the
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applicant selected `Yes` to the question `Do you have management experience?`.
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To properly configure this example, activate the :guilabel:`Conditional Display` option. Then,
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select `Do you have management experience?` as the :guilabel:`Triggering Question`. Then, select
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:guilabel:`Yes` for the triggering answer.
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.. image:: new_job/layout.png
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:align: center
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:alt: The layout field when properly configured for a conditional question.
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Live Sessions
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^^^^^^^^^^^^^
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If the question is for a live session, activate the :guilabel:`Question Time Limit` option. A
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:guilabel:`seconds` field appears. Enter the amount of time allotted for the applicant to enter the
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answer, in seconds.
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Options
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~~~~~~~
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Next, configure the various options for the interview form. Click the :guilabel:`Options` tab to
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view all the options to configure, by category.
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Questions
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~~~~~~~~~
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*********
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- :guilabel:`Layout`: Choose how the questions should be displayed.
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- :guilabel:`Pagination`: Choose how the questions should be displayed.
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- :guilabel:`One page with all the questions`: Display all sections and questions at the same
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time.
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@ -157,50 +316,61 @@ Questions
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individual page.
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- :guilabel:`One page per question`: Display a single question on each page.
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- :guilabel:`Progression Mode`: Display the progress the candidate is making, either as a
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:guilabel:`Percentage`, or as a :guilabel:`Number`.
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- :guilabel:`Question Selection`: Choose which questions are presented.
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- :guilabel:`All questions`: Display the entire form, with all questions form all sections.
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- :guilabel:`Randomized per Section`: Display only a random selection of questions from each
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section.
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.. note::
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Although it is a selectable option, the :guilabel:`Randomized per section` option should only be
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used if receiving partial information/an incomplete survey from every applicant is acceptable to
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the business.
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Time & Scoring
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**************
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- :guilabel:`Survey Time Limit`: Check this box to limit the time allowed to complete the form. When
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selected, a field to enter the minutes appears next to the checked box. Enter the time (using an
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XX:XX minute/second format) in the field.
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- :guilabel:`Selection`: Display the entire form (e.g. :guilabel:`All questions`), or only a random
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selection of questions from each section (:guilabel:`Randomized per section`).
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- :guilabel:`Scoring`: Choose how the questions should be scored.
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.. note::
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Although it is a selectable option, the :guilabel:`Randomized per section` option is not
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typically selected for an interview form.
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- :guilabel:`No scoring`: Select this option to not score the form.
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- :guilabel:`Scoring with answers at the end`: Select this option to score the form and display
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the correct answers for the candidate when they are finished with the form.
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- :guilabel:`Scoring without answers at the end`: Select this option to score the form but not
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display the answers to the candidate.
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Scoring
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~~~~~~~
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- :guilabel:`Required Score (%)`: If one of the scoring options was selected, a :guilabel:`Required
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Score (%)` field appears. Enter the percentage the candidate needs to pass the exam (example,
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80.00%). The entry should be written in an “XX.XX” format.
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- :guilabel:`No scoring`: Select this option to not score the form.
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- :guilabel:`Scoring with answers at the end`: Select this option to score the form and display the
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correct answers for the candidate when they are finished with the form.
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- :guilabel:`Scoring without answers at the end`: Select this option to score the form but not
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display the answers to the candidate.
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- :guilabel:`Is a Certification`: Check this box if the form is a certification exam. When checked,
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a drop-down menu appears next to the checkbox. Select one of the default formats for the PDF
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certificate that will be sent to the candidate after completing the certification exam. Click the
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:guilabel:`Preview` button to view an example of the PDF certificate.
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- :guilabel:`Certified Email Template`: If the :guilabel:`Is a Certification` box is checked, a
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:guilabel:`Certified Email Template` appears. Select the email template from the drop-down menu
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that is to be used when the applicant passes the test. Click the :guilabel:`External Link` icon to
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the right of the email template to preview the email.
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If one of the scoring options was selected, a :guilabel:`Success %` field will appear. Enter the
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percentage the candidate needs to pass the exam (example, 80.00%). The entry should be written in an
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“XX.XX” format.
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Candidates
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~~~~~~~~~~
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Participants
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************
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- :guilabel:`Access Mode`: Specify who can access the exam. Either :guilabel:`Anyone with the link`
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or :guilabel:`Invited people only`.
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- :guilabel:`Appraisal Managers Only`: Check this box so only the managers who are reviewing the
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exam can see the answers. If left unchecked, anyone can view the results.
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- :guilabel:`Login Required`: Check this box to require candidates to log in before taking the exam,
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- :guilabel:`Require Login`: Check this box to require candidates to log in before taking the exam,
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whether they have a valid token or not.
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- :guilabel:`Attempts Limit`: If there is a limit to how many times the exam can be taken, check
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- :guilabel:`Limit Attempts`: If there is a limit to how many times the exam can be taken, check
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this box, then enter the maximum attempt number in the field next to it.
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Live Session
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~~~~~~~~~~~~
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************
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- :guilabel:`Session Code`: Enter the access code that will allow the viewers into the live exam
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session.
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- :guilabel:`Reward quick answers`: If the exam is to be taken live, check this box to award more
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points to participants who answer quickly.
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- :guilabel:`Session Code`: Enter an access code that will allow the viewers into the live exam
|
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session.
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||||
|
||||
After all fields have been entered, click the :guilabel:`Save` button to save the changes, or click
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:guilabel:`Discard` to delete the changes.
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||||
@ -208,3 +378,14 @@ After all fields have been entered, click the :guilabel:`Save` button to save th
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.. image:: new_job/options.png
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||||
:align: center
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||||
:alt: Various options to configure for the interview form.
|
||||
|
||||
Description
|
||||
~~~~~~~~~~~
|
||||
|
||||
When the applicant begins the survey, the text entered in this tab appears at the top of the survey
|
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page. Enter any information or descriptions that would be helpful to the applicant.
|
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|
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End Message
|
||||
~~~~~~~~~~~
|
||||
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Once the survey is complete the message entered in this tab is displayed for the applicant.
|
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