================== 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.