# Add new applicants Once an applicant submits an application, either using the online application, or emailing a job position alias, an applicant card is automatically created in the *Recruitment* application. However, in some instances, applicants may need to be created manually in the database. This could be necessary if, for example, a company accepts paper applications in the mail, or is meeting prospective applicants at an in-person job fair. To view current applicants, navigate to the {menuselection}`Recruitment` app, then click the desired job position card. Doing so reveals the {guilabel}`Applications` page, which displays all applicants for that specific role, in a default Kanban view, organized by stage. Add new applicants from a job position's {guilabel}`Applications` page by using either: the {ref}`New ` button or the {ref}`quick add ` button. (recruitment-quick-add-applicant)= ## Quick add On the {guilabel}`Applications` page, click the on the quick add button, represented by a small {icon}`fa-plus` {guilabel}`(plus)` icon in the top-right corner of each stage to quickly add a new applicant to that stage. Enter the following information on the card: - {guilabel}`Subject/Application`: enter the title for the card. Typically, this is the applicant's name, and job position being applied to. For example: `Laura Smith - HR Manager`. The text entered in this field is **not** visible in the Kanban view of the {guilabel}`Applications` page, unless the {guilabel}`Applicant's Name` field is left blank. - {guilabel}`Applicant's Name`: enter the applicant's name. Displays as the card title in the Kanban view of the {guilabel}`Applications` page. - {guilabel}`Email`: enter the applicant's email address. - {guilabel}`Applied Job`: the current job position populates this field. If needed, the job position can be changed by selecting a different position from the drop-down menu. If a different job position is selected, after the card is created, the card appears on the {guilabel}`Applications` page for that newly-selected job position. After the information is entered, click {guilabel}`Add`. The applicant appears in the list, and a new blank applicant card appears. If preferred, after entering the {guilabel}`Applicant's Name` in the Kanban card that appears, click {guilabel}`Edit`, and a detailed applicant form loads. Refer to the {ref}`New applicant form ` section for details about filling out the form. When doing a quick add, clicking away from an empty card, or clicking the {icon}`fa-trash-o` ({guilabel}`trash`) icon, discards the applicant. ```{image} add-new-applicants/quick-add.png :align: center :alt: All the fields for a new applicant form entered when using the Quick Add option. ``` (recruitment-create-new-applicant)= ## New applicant form On the new applicant form, the {guilabel}`Subject / Application` field is populated with the pre-selected job position, by default. Certain fields on the applicant card may also be pre-populated, depending on how the job position is configured. Typically, the {guilabel}`Job` section, as well as the {guilabel}`Recruiter` field, are pre-populated. Complete the fields in the following sections on the new applicant form. :::{note} Depending on installed applications and configurations, some fields may **not** be displayed. ::: ```{image} add-new-applicants/new-applicant.png :align: center :alt: All the fields for a new applicant form entered. ``` (recruitment-applicant-details)= ### Applicant section - {guilabel}`Subject/Application Name`: this is the **only** required field. Enter the title for the card in this field. Typically, this is the applicant's name, and the job position being applied to. For example: `John Smith - Experienced Developer`. This field is **not** visible in the Kanban view of the {guilabel}`Applications` page, unless the {guilabel}`Applicant's Name` is left blank. - {guilabel}`Applicant's Name`: enter the applicant's name. This field is displayed as the card title in the Kanban view of the {guilabel}`Applications` page. - {guilabel}`Email`: enter the applicant's email address. - {guilabel}`Phone`: enter the applicant's phone number. - {guilabel}`Mobile`: enter the applicant's mobile number. - {guilabel}`LinkedIn Profile`: enter the web address for the applicant's personal profile on LinkedIn. - {guilabel}`Degree`: select the applicant's highest level of education from the drop-down menu. Options are: {guilabel}`Graduate`, {guilabel}`Bachelor Degree`, {guilabel}`Master Degree`, or {guilabel}`Doctoral Degree`. The {guilabel}`Graduate` option indicates the applicant graduated at the highest level of school before a Bachelor's degree, such as a high school or secondary school diploma, depending on the country. - {guilabel}`Interviewers`: using the drop-down menu, select the people to conduct the interviews. The selected people **must** have either *recruiter* or *officer* rights configured for the *Recruitment* application to appear in the drop-down list. Refer to the {doc}`Access rights <../../general/users/access_rights>` documentation for more information. - {guilabel}`Recruiter`: select the user responsible for the entire recruitment process for the job position. - {guilabel}`Evaluation`: represents a rating for the applicant: one star ({icon}`fa-star` {icon}`fa-star-o` {icon}`fa-star-o`) is {guilabel}`Good`, two stars ({icon}`fa-star` {icon}`fa-star` {icon}`fa-star-o`) is {guilabel}`Very Good`, and three stars ({icon}`fa-star` {icon}`fa-star` {icon}`fa-star`)is {guilabel}`Excellent.` - {guilabel}`Source`: using the drop-down menu, select where the applicant learned about the job position. The following options come pre-configured in Odoo: {guilabel}`Search engine`, {guilabel}`Lead Recall`, {guilabel}`Newsletter`, {guilabel}`Facebook`, {guilabel}`Twitter`, {guilabel}`LinkedIn`, {guilabel}`Monster`, {guilabel}`Glassdoor`, and {guilabel}`Craigslist`. To add a new {guilabel}`Source`, type in the source, then click {guilabel}`Create "(new source)"`. - {guilabel}`Medium`: using the drop-down menu, specify how the job listing was found. The pre-configured options are: {guilabel}`Banner`, {guilabel}`Direct`, {guilabel}`Email`, {guilabel}`Facebook`, {guilabel}`Google Adwords`, {guilabel}`LinkedIn`, {guilabel}`Phone`, {guilabel}`Television`, {guilabel}`Twitter` (now known as "X"), or {guilabel}`Website`. To add a new {guilabel}`Medium`, type in the medium, then click {guilabel}`Create "(new medium)"`. - {guilabel}`Referred By User`: if referral points are to be earned for this job position in the *Referrals* application, select the user who referred the applicant from the drop-down menu. The *Referrals* application **must** be installed for this field to appear. - {guilabel}`Availability`: select the available start date for the applicant. To select a date, click on the field to reveal a popover calendar. Use the {icon}`fa-angle-left` {guilabel}`(left)` and {icon}`fa-angle-right` {guilabel}`(right)` arrows on either side of the month to navigate to the desired month, then click the desired date. Leaving this field blank indicates the applicant can start immediately. - {guilabel}`Tags`: select as many tags as desired from the drop-down menu. To add a tag that does not exist, type in the tag name, then click {guilabel}`Create "new tag"` from the resulting drop-down menu. ### Job section The following fields are pre-populated when creating a new applicant, as long as these field are specified on the job position form. Editing the fields is possible, if desired. - {guilabel}`Applied Job`: select the job position the applicant is applying to from the drop-down menu. - {guilabel}`Department`: select the department the job position falls under from the drop-down menu. - {guilabel}`Company`: select the company the job position is for using the drop-down menu. This field **only** appears when in a multi-company database. ### Contract section - {guilabel}`Expected Salary`: enter the amount the applicant is requesting in this field. The number should be in a `XX,XXX.XX` format. The currency is determined by the localization setting for the company. - {guilabel}`Extra advantages...`: if any extra advantages are requested by the applicant, enter it in the {guilabel}`Extra advantages...` field to the right of the {guilabel}`Expected Salary` field. This should be short and descriptive, such as `1 week extra vacation` or `dental plan`. - {guilabel}`Proposed Salary`: enter the amount to be offered to the applicant for the role in this field. The number should be in a `XX,XXX.XX` format. - {guilabel}`Extra advantages...`: if any extra advantages are offered to the applicant, enter it in the {guilabel}`Extra advantages...` field to the right of the {guilabel}`Proposed Salary` field. This should be short and descriptive, such as `unlimited sick time` or `retirement plan`. ### Application Summary tab Any additional details or notes that should be added to the applicant's card can be typed into this field. ### Skills tab Skills can be added to the applicant's card. For details on adding skills, refer to the {ref}`Create new employees ` document.