diff --git a/content/applications/hr/recruitment/new_job.rst b/content/applications/hr/recruitment/new_job.rst index e2146e4d7..20f5c99cb 100644 --- a/content/applications/hr/recruitment/new_job.rst +++ b/content/applications/hr/recruitment/new_job.rst @@ -68,17 +68,21 @@ The fields can be filled out as follows: - :guilabel:`Company`: Select the company the job is for. - :guilabel:`Website`: Select the website where the job will be published. - :guilabel:`Department`: Select the relevant department for the job position. +- :guilabel:`Job Location`: Select the physical address for the job. - :guilabel:`Expected New Employees`: Enter the number of employees to be hired for this position. +- :guilabel:`Is Published`: Check the box to publish the job online. - :guilabel:`Contract Template`: Select a contract template that will be used when offering the job to a candidate. +- :guilabel:`Interviewers`: Select who should perform the interview(s). Multiple people can be + selected. - :guilabel:`Interview Form`: Select a form that applicants will fill out prior to their interview, or create a new form. Once selected, a :guilabel:`Display (Name) Form` button will appear next to the selected form. Click on this to see how the form will be displayed to the candidate on the front end. - .. image:: new_job/interview-form.png - :align: center - :alt: The interview form will display a link to see the form as the candidate will. +.. image:: new_job/interview-form.png + :align: center + :alt: The interview form will display a link to see the form as the candidate will. - :guilabel:`Recruiter`: Select the person who will be doing the recruiting for this role. @@ -86,13 +90,6 @@ The fields can be filled out as follows: :align: center :alt: Enter job information details in the recruitment tab. -Appraisals -~~~~~~~~~~ - -This tab displays the :guilabel:`Employee Feedback Template` and the :guilabel:`Manager Feedback -Template`, both of which will be used after the employee has been hired, the predetermined time has -passed, and feedback is requested. - Create interview form --------------------- @@ -105,9 +102,15 @@ icon in the upper-right corner of the card to reveal several options, and then c :align: center :alt: Create an interview form for the new position. -Click on :guilabel:`Add a section` to add a section to the form. A line will appear, and a section -heading can be entered. When complete, click off the line, or press enter to lock in the new -section on the form. +Next the survey form loads. The :guilabel:`Survey Title` is pre-populated based on the job +description. Then, select the person :guilabel:`Responsible` for the survey from the drop-down menu. + +Questions +~~~~~~~~~ + +In the :guilabel:`Questions` tab, click on :guilabel:`Add a section` to add a section to the form. A +line appears, and a section heading can be entered. When complete, click off the line, or press +enter to lock in the new section on the form. .. image:: new_job/add-section.png :align: center @@ -118,18 +121,21 @@ enter the question details. Type out the question in the top line. There are several *Question Types* to choose from: +- :guilabel:`Multiple choice: only one answer`: a multiple choice question that only allows the + candidate to select one answer +- :guilabel:`Multiple choice: multiple answers allowed`: a multiple choice question that allows the + candidate to select multiple answers - :guilabel:`Multiple Lines Text Box`: allows the applicant to enter several lines of text - :guilabel:`Single Line Text Box`: limits the applicant to only a single line of text - :guilabel:`Numerical Value`: only allows a number to be entered - :guilabel:`Date`: a calendar module is presented to select a date - :guilabel:`Datetime`: a calendar module and a clock icon is presented to select a date and time -- :guilabel:`Multiple choice: only one answer`: a multiple choice question that only allows the - candidate to select one answer -- :guilabel:`Multiple choice: multiple answers allowed`: a multiple choice question that allows the - candidate to select multiple answers - :guilabel:`Matrix`: a customizable table that allows the candidate to choose an answer for each row +After selecting a question type, a sample question appears in gray. This represents how the question +format will be displayed to applicants. + .. image:: new_job/questions.png :align: center :alt: Add a new question to the interview form. @@ -143,13 +149,166 @@ Sections are indicated by a gray background, while questions have a white backgr :align: center :alt: A sample of categories and questions for a candidate. -Next, configure the options for the interview form. Click the :guilabel:`Options` tab to view all -the options to configure, by category. +Answers +******* + +If :guilabel:`Multiple choice: only one answer`, :guilabel:`Multiple choice: multiple answers +allowed`, :guilabel:`Single Line Text Box`, or :guilabel:`Matrix` is selected for the +:guilabel:`Question Type`, an :guilabel:`Answers` tab appears beneath the question. If another +:guilabel:`Question Type` is selected, the :guilabel:`Answers` tab remains hidden from view. + +.. tabs:: + + .. tab:: Multiple choice + + For both the :guilabel:`Multiple choice: only one answer` and :guilabel:`Multiple choice: + multiple answers allowed` question types, the answers are populated in the same way. + + First, in the :guilabel:`Answers` tab, click :guilabel:`Add a line`. A line appears, and an + answer can be entered. After typing in the answer, click off the line, or press enter to lock + in the new answer on the form and have another answer line appear. + + If desired, an image can be attached to the answer. Click on a line to select it, and an + :guilabel:`Upload your file` button appears on the right side. Click the :guilabel:`Upload + your file` button and a file explorer window appears. Navigate to the photo file, select it, + then click :guilabel:`Open` to select it. + + Repeat this for all the answers to be added for the multiple choice question. The answers can + be rearranged in any order. To move an answer, click on the :guilabel:`↕️ (Up-down arrows)` on + the far left of each answer line, and drag the answer to the desired position. The order the + answers appear in the form is the order the answers will appear online. + + To delete a line, click on the :guilabel:`🗑️ (trash can)` icon on the far right side of the + answer line. + + .. image:: new_job/multi-answers.png + :align: center + :alt: Answers to a multiple choice question, where each line has a different answer listed. + + .. tab:: Single Line Text Box + + If the :guilabel:`Single Line Text Box` is selected for the :guilabel:`Question Type`, only + two checkboxes appear in the :guilabel:`Answers` tab: + + - :guilabel:`Input must be an email`: Activate this option if the answer must be in the format + of an email address. + + - :guilabel:`Save as user email?`: This option appears if :guilabel:`Input must be an email` + is selected. This saves the email entered on the form as the user's email, and will be + used anytime Odoo contacts the user via email. + + - :guilabel:`Save as user nickname?`: Activate this option to populate the answer as the + user's nickname. This is stored and used anywhere Odoo uses a nickname. + + .. tab:: Matrix + + Sometimes, a question is asked that does not fit a standard answer format, and is best suited + for a matrix. For example, asking an applicant what is their availability to work compared to + the various shifts is a perfect question for a matrix format. In this example, an applicant + can click on all the shifts they are available to work. + + For a :guilabel:`Matrix` :guilabel:`Question Type`, there are two sets of data that need to be + input. The rows and columns must both be configured. The columns are represented by the + :guilabel:`Choices` section, while the rows are configured in the :guilabel:`Rows` section. + + The method for populating both sections is the same. In the :guilabel:`Answers` tab, click + :guilabel:`Add a line` in either the :guilabel:`Choices` or :guilabel:`Row` section. A line + appears, and an answer can be entered. After typing in the answer, click off the line, or + press enter to lock in the new answer on the form and have another answer line appear. Repeat + this for all answers for both the :guilabel:`Choices` and :guilabel:`Rows` sections. + + .. figure:: new_job/matrix.png + :align: center + + This is an example matrix that asks an applicant what shifts they are available to work on + Saturdays and Sundays, either morning, afternoon, or evening. + +Description +*********** + +Enter any information that may be helpful to an applicant. This description will appear for this +specific question only, and therefore should be question-specific and not generalized. + +Options +******* + +To view the options that are available to set for a question, click on the :guilabel:`Options` tab. +The :guilabel:`Layout`, :guilabel:`Constraints`, and :guilabel:`Live Sessions` sections are +universal for all :guilabel:`Question Types`, while the :guilabel:`Answers` tab is specific to the +:guilabel:`Question Type` selected, and changes based on the selection. + +Answers +^^^^^^^ + +- :guilabel:`Multiple choice: only one answer` and :guilabel:`Multiple choice: multiple answers + allowed`: The :guilabel:`Answers` section is blank, with no choices needed to be made. +- :guilabel:`Multiple Lines Text Box`: A :guilabel:`Placeholder` field appears. Enter any text that + should appear with the question to help clarify how the applicant should answer. +- :guilabel:`Single Line Text Box`, :guilabel:`Numerical Value`, :guilabel:`Date`, and + :guilabel:`Datetime`: A :guilabel:`Validate entry` option appears. Activate this option if what + the applicant enters must be verified as adhering to the parameters set in this section. When + activated, several other options appear. Enter the :guilabel:`Minimum` and :guilabel:`Maximum` + values in the corresponding fields. Depending on the :guilabel:`Question Type` selected, these + fields may reference characters, numbers, or dates. Next, enter the text that appears when the + answer given does not fit within the designated minimum and maximum parameters. Last, enter any + text in the :guilabel:`Placeholder` field to provide any additional information or directions to + assist the applicant. +- :guilabel:`Matrix`: The first option that appears is :guilabel:`Matrix Type`. Select either + :guilabel:`One choice per row` or :guilabel:`Multiple choices per row` using the drop-down menu. + +Constraints +^^^^^^^^^^^ + +If the question is required to be answered by the applicant, activate the box next to +:guilabel:`Mandatory Answer`. An :guilabel:`Error message` field appears, with some example text in +gray (:guilabel:`This question requires an answer`). Enter the message that should appear if the +applicant attempts to move on to the next question without answering this required one. The text +should explain that the question must be answered. + +Layout +^^^^^^ + +If the question should only appear if a previous question is answered in a specific way, activate +the :guilabel:`Conditional Display` option. A new :guilabel:`Triggering Question` field appears. +Using the drop-down menu, select the previous question this new question is linked to. Once a +previous question is selected, a :guilabel:`Triggering Answer` field appears. Select the answer that +must be selected in order for the new question to appear. + +The next option is :guilabel:`Show Comments Field`. Activate the option if there should be a comment +displayed to the applicant. If activated, a :guilabel:`Comment Message` field appears. Enter the +text to appear in the :guilabel:`Comment Message` field. + +.. example:: + To further illustrate a triggering question, the following is an example that is applicable to + recruitment. The question, `Do you have management experience?` is already added. A new question + is then added, `How many years of experience?`. This question should *only* appear if the + applicant selected `Yes` to the question `Do you have management experience?`. + + To properly configure this example, activate the :guilabel:`Conditional Display` option. Then, + select `Do you have management experience?` as the :guilabel:`Triggering Question`. Then, select + :guilabel:`Yes` for the triggering answer. + + .. image:: new_job/layout.png + :align: center + :alt: The layout field when properly configured for a conditional question. + +Live Sessions +^^^^^^^^^^^^^ + +If the question is for a live session, activate the :guilabel:`Question Time Limit` option. A +:guilabel:`seconds` field appears. Enter the amount of time allotted for the applicant to enter the +answer, in seconds. + +Options +~~~~~~~ + +Next, configure the various options for the interview form. Click the :guilabel:`Options` tab to +view all the options to configure, by category. Questions -~~~~~~~~~ +********* -- :guilabel:`Layout`: Choose how the questions should be displayed. +- :guilabel:`Pagination`: Choose how the questions should be displayed. - :guilabel:`One page with all the questions`: Display all sections and questions at the same time. @@ -157,50 +316,61 @@ Questions individual page. - :guilabel:`One page per question`: Display a single question on each page. -- :guilabel:`Progression Mode`: Display the progress the candidate is making, either as a - :guilabel:`Percentage`, or as a :guilabel:`Number`. +- :guilabel:`Question Selection`: Choose which questions are presented. + + - :guilabel:`All questions`: Display the entire form, with all questions form all sections. + - :guilabel:`Randomized per Section`: Display only a random selection of questions from each + section. + +.. note:: + Although it is a selectable option, the :guilabel:`Randomized per section` option should only be + used if receiving partial information/an incomplete survey from every applicant is acceptable to + the business. + +Time & Scoring +************** + - :guilabel:`Survey Time Limit`: Check this box to limit the time allowed to complete the form. When selected, a field to enter the minutes appears next to the checked box. Enter the time (using an XX:XX minute/second format) in the field. -- :guilabel:`Selection`: Display the entire form (e.g. :guilabel:`All questions`), or only a random - selection of questions from each section (:guilabel:`Randomized per section`). +- :guilabel:`Scoring`: Choose how the questions should be scored. - .. note:: - Although it is a selectable option, the :guilabel:`Randomized per section` option is not - typically selected for an interview form. + - :guilabel:`No scoring`: Select this option to not score the form. + - :guilabel:`Scoring with answers at the end`: Select this option to score the form and display + the correct answers for the candidate when they are finished with the form. + - :guilabel:`Scoring without answers at the end`: Select this option to score the form but not + display the answers to the candidate. -Scoring -~~~~~~~ +- :guilabel:`Required Score (%)`: If one of the scoring options was selected, a :guilabel:`Required + Score (%)` field appears. Enter the percentage the candidate needs to pass the exam (example, + 80.00%). The entry should be written in an “XX.XX” format. -- :guilabel:`No scoring`: Select this option to not score the form. -- :guilabel:`Scoring with answers at the end`: Select this option to score the form and display the - correct answers for the candidate when they are finished with the form. -- :guilabel:`Scoring without answers at the end`: Select this option to score the form but not - display the answers to the candidate. +- :guilabel:`Is a Certification`: Check this box if the form is a certification exam. When checked, + a drop-down menu appears next to the checkbox. Select one of the default formats for the PDF + certificate that will be sent to the candidate after completing the certification exam. Click the + :guilabel:`Preview` button to view an example of the PDF certificate. +- :guilabel:`Certified Email Template`: If the :guilabel:`Is a Certification` box is checked, a + :guilabel:`Certified Email Template` appears. Select the email template from the drop-down menu + that is to be used when the applicant passes the test. Click the :guilabel:`External Link` icon to + the right of the email template to preview the email. -If one of the scoring options was selected, a :guilabel:`Success %` field will appear. Enter the -percentage the candidate needs to pass the exam (example, 80.00%). The entry should be written in an -“XX.XX” format. - -Candidates -~~~~~~~~~~ +Participants +************ - :guilabel:`Access Mode`: Specify who can access the exam. Either :guilabel:`Anyone with the link` or :guilabel:`Invited people only`. -- :guilabel:`Appraisal Managers Only`: Check this box so only the managers who are reviewing the - exam can see the answers. If left unchecked, anyone can view the results. -- :guilabel:`Login Required`: Check this box to require candidates to log in before taking the exam, +- :guilabel:`Require Login`: Check this box to require candidates to log in before taking the exam, whether they have a valid token or not. -- :guilabel:`Attempts Limit`: If there is a limit to how many times the exam can be taken, check +- :guilabel:`Limit Attempts`: If there is a limit to how many times the exam can be taken, check this box, then enter the maximum attempt number in the field next to it. Live Session -~~~~~~~~~~~~ +************ +- :guilabel:`Session Code`: Enter the access code that will allow the viewers into the live exam + session. - :guilabel:`Reward quick answers`: If the exam is to be taken live, check this box to award more points to participants who answer quickly. -- :guilabel:`Session Code`: Enter an access code that will allow the viewers into the live exam - session. After all fields have been entered, click the :guilabel:`Save` button to save the changes, or click :guilabel:`Discard` to delete the changes. @@ -208,3 +378,14 @@ After all fields have been entered, click the :guilabel:`Save` button to save th .. image:: new_job/options.png :align: center :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 +page. Enter any information or descriptions that would be helpful to the applicant. + +End Message +~~~~~~~~~~~ + +Once the survey is complete the message entered in this tab is displayed for the applicant. diff --git a/content/applications/hr/recruitment/new_job/add-section.png b/content/applications/hr/recruitment/new_job/add-section.png index ab32e0503..8a98ec757 100644 Binary files a/content/applications/hr/recruitment/new_job/add-section.png and b/content/applications/hr/recruitment/new_job/add-section.png differ diff --git a/content/applications/hr/recruitment/new_job/interview-form.png b/content/applications/hr/recruitment/new_job/interview-form.png index 2714bf9f1..4c0e80217 100644 Binary files a/content/applications/hr/recruitment/new_job/interview-form.png and b/content/applications/hr/recruitment/new_job/interview-form.png differ diff --git a/content/applications/hr/recruitment/new_job/layout.png b/content/applications/hr/recruitment/new_job/layout.png new file mode 100644 index 000000000..cc9d43d05 Binary files /dev/null and b/content/applications/hr/recruitment/new_job/layout.png differ diff --git a/content/applications/hr/recruitment/new_job/matrix.png b/content/applications/hr/recruitment/new_job/matrix.png new file mode 100644 index 000000000..b32134715 Binary files /dev/null and b/content/applications/hr/recruitment/new_job/matrix.png differ diff --git a/content/applications/hr/recruitment/new_job/multi-answers.png b/content/applications/hr/recruitment/new_job/multi-answers.png new file mode 100644 index 000000000..0bf260b1c Binary files /dev/null and b/content/applications/hr/recruitment/new_job/multi-answers.png differ diff --git a/content/applications/hr/recruitment/new_job/options.png b/content/applications/hr/recruitment/new_job/options.png index 6cb64afe7..bfd0c74ae 100644 Binary files a/content/applications/hr/recruitment/new_job/options.png and b/content/applications/hr/recruitment/new_job/options.png differ diff --git a/content/applications/hr/recruitment/new_job/questions-matrix.png b/content/applications/hr/recruitment/new_job/questions-matrix.png index df2a74923..df1795007 100644 Binary files a/content/applications/hr/recruitment/new_job/questions-matrix.png and b/content/applications/hr/recruitment/new_job/questions-matrix.png differ diff --git a/content/applications/hr/recruitment/new_job/questions.png b/content/applications/hr/recruitment/new_job/questions.png index 680619e99..00f554f8b 100644 Binary files a/content/applications/hr/recruitment/new_job/questions.png and b/content/applications/hr/recruitment/new_job/questions.png differ diff --git a/content/applications/hr/recruitment/new_job/recruitment-tab.png b/content/applications/hr/recruitment/new_job/recruitment-tab.png index 1b1cdb660..a8c3f7ad7 100644 Binary files a/content/applications/hr/recruitment/new_job/recruitment-tab.png and b/content/applications/hr/recruitment/new_job/recruitment-tab.png differ