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Referrals
Odoo's Referrals application is a centralized place where all information regarding referrals is housed - from points earned, coworkers hired, and rewards selected. Users can recommend people they know for job positions, and then earn referral points as those people progress through the recruitment pipeline. Once enough referral points are earned, they can be exchanged for prizes. The Referrals application integrates with the Employees, Recruitment, and Website applications, all of which must be installed in order for the Referrals application to function.
The only configurations needed for the Referrals application after it has been installed, are
related to the {doc}rewards <referrals/rewards>; everything else is pre-configured when Odoo
Referrals is installed.
Users with either {guilabel}Referral User, {guilabel}Officer, or {guilabel}Administrator
access rights for the Recruitment application have access to the Referrals application. Only
users with {guilabel}Administrator access rights for the Recruitment application have access to
the {doc}reporting <referrals/reporting> and configurations menus. For more information on users
and access rights, refer to these documents: {doc}../general/users and
{doc}../general/users/access_rights.
(referrals-onboarding)=
Onboarding
When opening the Referrals application for the first time, a pre-configured onboarding script
appears. This is in the form of four slides, each explaining the different parts of the Referrals
application. At the top of the dashboard, the following message is displayed throughout all the
onboarding slides: {guilabel}GATHER YOUR TEAM! Job Referral Program. Behind this main message is
an image, and beneath it some more explanatory text.
Each of the onboarding slides has a corresponding image and message that is displayed. After reading
each message, click the {guilabel}Next button to advance to the next slide.
The text that appears on each slide is as follows:
- {guilabel}
Oh no! Villains are lurking the city! Help us recruit a team of superheroes to save the day! - {guilabel}
Browse through open job positions, promote them on social media, or refer friends. - {guilabel}
Collect points and exchange them for awesome gifts in the shop. - {guilabel}
Compete against your colleagues to build the best justice league!
:::{note}
The onboarding slides will appear every time the Referrals application is opened, until all the
slides have been viewed and the {guilabel}Start Now button has been clicked. If the onboarding
is exited at any point, or if the {guilabel}Start Now button has not been clicked, the
onboarding slides will begin again when the Referrals application is opened. Once the
{guilabel}Start Now button has been clicked, the onboarding slides will not be seen again, and
the main dashboard will load when the Referrals application is opened from that point on.
:::
At any point during onboarding, the {guilabel}Skip button may be clicked. This exits the
onboarding, and the main Referrals dashboard loads. If {guilabel}Skip is clicked, onboarding
slides will not load anymore when opening the Referrals application.
:align: center
:alt: An onboarding slide with the skip and next buttons visible at the bottom.
:::{note}
If there are any candidates hired that the user had referred prior to opening the Referrals app
(meaning the onboarding slides have not appeared before), when {guilabel}Start Now is clicked
at the end of onboarding, instead of going to the main dashboard, a {ref}hired <referrals/hired> screen appears instead.
:::
Modifying onboarding slides
Onboarding slides can be modified if desired. Only users with {guilabel}Administrator rights for
the Recruitment application can modify onboarding slides. To edit a slide, navigate to
{menuselection}Referrals app --> Configuration --> Onboarding. Each line displays the text for the
individual onboarding slide. To edit an onboarding slide, click on an individual slide line to open
the slide's onboarding form.
Make any changes to the message in the {guilabel}Text field. A {guilabel}Company may be
selected, as well. However, if this field is populated, that slide is only displayed for that
particular company.
:::{note}
The {guilabel}Company field only appears when in a multi-company database.
:::
The image can be modified, as well. Hover over the image thumbnail in the top-right corner of the
form. A {guilabel}✏️ (pencil) icon and {guilabel}🗑️ (garbage can) icon appear. Click the
{guilabel}✏️ (pencil) icon to change the image. A file navigator window loads. Navigate to the
desired image, select it, then click {guilabel}Open. The new image appears in the thumbnail. To
delete an image, click the {guilabel}🗑️ (garbage can) icon, then select a new image using the
{guilabel}✏️ (pencil) icon.
:align: center
:alt: An onboarding slide in edit mode, with the main fields highlighted.
The sequence in which the slides appear can be changed from the Onboarding dashboard. Click the
{guilabel}(six small gray boxes) icon to the left of the the slide text, and drag the slide to the
desired position.
:align: center
:alt: The onboarding slides in a list, with the drag and drop arrows highlighted.
(referrals-hired)=
Hired referrals
When a candidate that has been referred by a user is hired, the user "grows their superhero team" and adds superhero avatars to their Referrals dashboard.
After a referral has been hired, when the user next opens the Referrals app, instead of the main
dashboard, a hired page loads. The text {guilabel}(Referral Name) has been hired! Choose an avatar for your new friend! appears.
Below this message are five avatar thumbnails to choose from. If an avatar has already been assigned to a referral, the thumbnail is grayed out, and the name that the avatar has been chosen for appears beneath the avatar. Click on an available avatar to select it.
If more than one referral was hired since opening the Referrals application, after selecting the first avatar, the user is prompted to select another avatar for the subsequent hired referral. Once all avatars have been selected, the dashboard loads and all the avatars are now visible. Mouse over each avatar and their name is displayed above them.
:align: center
:alt: |-
: The hired screen. A selection of avatars are presented to chose from, with any already
: chosen are greyed out.
Modify friends
Friend avatars are able to be modified in the same manner that {ref}levels <referrals/levels> are
modified. Only users with {guilabel}Administrator rights for the Recruitment application can
make modifications to friends. The pre-configured friends can be seen and modified by navigating to
{menuselection}Referrals app --> Configuration --> Friends. Each friend avatar appears in the
{guilabel}Dashboard Image column, and the corresponding name appears in the {guilabel}Friend Name column. The default images are a motley group of hero characters, ranging from robots to dogs.
To modify a friend's dashboard image, thumbnail, name, or position, click on an individual friend to
open the referral friend form. Click {guilabel}Edit to make modifications. Type the name in the
{guilabel}Friend Name field. The name is solely to differentiate the friends in the configuration
menu; the friend's name is not visible anywhere else in the Referrals application.
The {guilabel}Position can be set to either {guilabel}Front or {guilabel}Back. This determines
the position of the friend in relation to the user's super hero avatar. Click the radio button next
to the desired selection, and the friend will appear either in front of or behind the user's avatar
when activated.
If desired, both the thumbnail {guilabel}Image and the {guilabel}Dashboard Image can be
modified. Hover over the image being replaced to reveal a {guilabel}✏️ (pencil) icon and
{guilabel}🗑️ (garbage can) icon. Click the {guilabel}✏️ (pencil) icon, and a file explorer
window appears. Navigate to the desired image file, then click {guilabel}Open to select it.
The referral friend form automatically saves, but can be saved manually at any time by clicking the
Save manually option, represented by a {guilabel}(cloud upload) icon, located in the top-left
corner. To cancel any changes made, click the {guilabel}✖️ (Discard all changes) icon to delete
any changes, and revert to the original content.
:align: center
:alt: A friend form in edit mode.
:::{warning} It is not advised to edit the images. An image file must have a transparent background in order for it to render properly. Only users with knowledge about transparent images should attempt adjusting any images in the Referrals application.
Once an image is changed and the friend is saved, it is not possible to revert to the original image. To revert to the original image, the Referrals application must be uninstalled then reinstalled. :::
(referrals-levels)=
Levels
The Referrals application has pre-configured levels that are reflected in the user's avatar on the Referrals dashboard. As a user refers potential employees and earns points, they can level up, much like in a video game.
Levels have no functional impact on the performance of the application. They are solely used for the purpose of adding achievement tiers for participants to aim for, gamifying referrals for the user.
The user's current level is displayed at the top of the main Referrals application dashboard,
directly beneath their photo, in a {guilabel}Level: X format. In addition, a colored ring appears
around the user's photo, indicating how many points the user currently has, and how many additional
points they need to level up. The cyan colored portion of the ring represents points earned, while
the white colored portion represents the points still needed before they can level up.
Modify levels
Only users with {guilabel}Administrator rights for the Recruitment application can modify
levels. The pre-configured levels can be seen and modified by navigating to
{menuselection}Referrals app --> Configuration --> Levels. Each avatar appears in the
{guilabel}Image column, and the corresponding level number appears in the {guilabel}Level Name
column. The default images are of Odoo superheroes, and each level adds an additional element to
their avatar, such as capes and shields.
To modify a level's image, name, or points required to reach the level, click on an individual level in the list to open the level form, then make modifications.
Type in the name (or number) of the level in the {guilabel}Level Name field. What is entered is
displayed beneath the user's photo on the main dashboard when they reach that level. Enter the
number of referral points needed to reach that level in the {guilabel}Requirements field. The
points needed to level up are the total accumulated points earned over the lifetime of the employee,
not additional points from the previous level that must be earned.
If desired, the {guilabel}Image can also be modified. Hover over the image to reveal a
{guilabel}✏️ (pencil) icon and {guilabel}🗑️ (garbage can) icon. Click the {guilabel}✏️ (pencil) icon, and a file explorer window appears. Navigate to the desired image file, then click
{guilabel}Open to select it.
The level form saves automatically, but can be saved manually at any time by clicking the save
manually option, represented by a {guilabel}(cloud upload) icon, located in the top-left corner.
To cancel any changes made, click the {guilabel}✖️ (Discard all changes) icon to delete any
changes, and revert to the original content.
:align: center
:alt: A level form in edit mode.
:::{warning} It is not advised to edit the images. An image file must have a transparent background in order for it to render properly. Only users with knowledge about transparent images should attempt adjusting any images in the Referrals application.
Once an image is changed and the level is saved, it is not possible to revert to the original image. To revert to the original image, the Referrals application must be uninstalled then reinstalled. :::
Level up
Once enough points have been accumulated to level up, the circle around the user's photo is
completely filled in with a cyan color, a large image stating {guilabel}Level up! appears above
the photo, and the phrase {guilabel}Click to level up! appears beneath the user's photo and
current level.
Click on either the {guilabel}LEVEL UP! graphic, the user's photo, or the text {guilabel}Click to level up! beneath the user's photo to level up the user. The user's avatar changes to the current
level, and the ring around the photo is updated to indicate the current amount of points.
Leveling up does not cost the user any points, the user simply needs to earn the specified amount of points required.
:align: center
:alt: |-
: A 'Click to level up!' appears beneath the user's image, and a large 'Level up!' appears
: above their image.
:::{note} Once a user has reached the highest configured level, they will continue to accrue points that can be redeemed for rewards, but they are no longer able to level up. The ring around their photo remains solid cyan. :::
:::{seealso}
- {doc}
referrals/share_jobs - {doc}
referrals/points - {doc}
referrals/rewards - {doc}
referrals/alerts - {doc}
referrals/reporting:::
referrals/share_jobs
referrals/points
referrals/rewards
referrals/alerts
referrals/reporting