documentation/content/applications/hr/recruitment/schedule_interviews.rst

===================
Schedule interviews
===================

Schedule in-person, virtual, and phone interviews with Odoo through the *Recruitment* app.

An interview can be scheduled in one of two ways: either by the :ref:`recruitment team
<recruitment/schedule_interviews/recruitment-scheduled>`, or by the :ref:`applicant
<recruitment/schedule_interviews/applicant-scheduled>`.

.. _recruitment/schedule_interviews/recruitment-scheduled:

Recruitment team scheduled interviews
=====================================

When an applicant reaches the interview stage, the recruitment team should schedule the interview,
by first coordinating a suitable date and time with the applicant and interviewers.

To schedule the interview, navigate to the applicant's card, by first going to the
:menuselection:`Recruitment app`, and clicking the relevant job card. This opens the
:guilabel:`Applications` page for that job position. Then, click the desired applicant's card to
view their detailed applicant form.

To schedule an phone, virtual, or in-person interview, click the :guilabel:`No Meeting` smart button
at the top of the applicant's record.

.. note::
   The *Meetings* smart button displays :guilabel:`No Meeting` if no meetings are currently
   scheduled. For applicants who are new to the :guilabel:`First Interview` stage, this is the
   default.

   If there is one meeting already scheduled, the smart button displays *1 Meeting*, with the date
   of the upcoming meeting beneath it. If more than one meeting is scheduled, the button displays
   *Next Meeting*, with the date of the first upcoming meeting beneath it.

Clicking the *Meetings* smart button loads a calendar, showing the scheduled meetings and events
for the currently signed-in user, as well as the employees who are listed under the
:guilabel:`Attendees` section, located to the right of the calendar.

To change the currently loaded meetings and events being displayed, uncheck an attendee whose
calendar events are to be hidden. Only the checked attendees are visible on the calendar.

.. image:: schedule_interviews/calendar.png
   :align: center
   :alt: The calendar view, highlighting how to change the displayed meetings.

To add a meeting to the calendar when in the *Day* or *Week* view, click on the start time of the
meeting and drag down to the end time. Doing so selects the date, time, and the length of the
meeting.

A meeting can also be added in this view by clicking on the desired day *and* time slot.

Both methods cause a :ref:`New Event <recruitment/schedule_interviews/event-card>` pop-up window to
appear.

.. _recruitment/schedule_interviews/event-card:

New event pop-up window
-----------------------

Clicking a grid, corresponding with the time and date, opens the :guilabel:`New Event` pop-up window
to schedule a meeting.

Enter the information on the form. The only required fields to enter are a title for the meeting,
along with the :guilabel:`Start` (and end date/time) fields.

Once the card details are entered, click :guilabel:`Save & Close` to save the changes and create the
interview.

After entering in a required name for the meeting, the fields available to modify on the
:guilabel:`New Event` card are as follows:

- :guilabel:`Meeting Title`: enter the subject for the meeting. This should clearly indicate the
  purpose of the meeting. The default subject is the :guilabel:`Subject/Application Name` on the
  applicant's card.
- :guilabel:`Start`: start and end date and times for the meeting. Clicking either of these fields
  opens a calendar pop-up window. Click :guilabel:`Apply` to close the window.
- :guilabel:`All Day`: tick the box to schedule an all-day interview. If this box is ticked, the
  :guilabel:`Start` field changes to :guilabel:`Start Date`.
- :guilabel:`Attendees`: select the people who should attend the meeting. The default employee
  listed is the person who created the meeting. Add as many other people as desired.
- :guilabel:`Videocall URL`: if the meeting is virtual, or if there is a virtual option available,
  click :icon:`fa-plus` :guilabel:`Odoo meeting`, and a URL is automatically created for the
  meeting, which populates the field.
- :guilabel:`Description`: enter a brief description in this field. There is an option to enter
  formatted text, such as numbered lists, headings, tables, links, photos, and more. Use the
  powerbox feature, by typing a `/` to reveal a list of options.

  Scroll through the options and click on the desired item. The item appears in the field, and can
  be modified. Each command presents a different pop-up window. Follow the instructions for each
  command to complete the entry.

More options
~~~~~~~~~~~~

To add additional information to the meeting, click the :guilabel:`More Options` button in the
lower-right corner of the :ref:`New Event <recruitment/schedule_interviews/event-card>` pop-up
window. Enter any of the following additional fields:

- :guilabel:`Duration`: this field auto populates based on the :guilabel:`Start` (and end) date and
  time. If the meeting time is adjusted, this field automatically adjusts to the correct duration
  length. The default length of a meeting is one hour.
- :guilabel:`Recurrent`: if the meeting should repeat at a selected interval (not typical for a
  first interview), tick the checkbox next to :guilabel:`Recurrent`. Several additional fields
  appear when this is enabled:

  - :guilabel:`Timezone`: using the drop-down menu, select the :guilabel:`Timezone` for the
    recurrent meetings.
  - :guilabel:`Repeat`: choose :guilabel:`Daily`, :guilabel:`Weekly`, :guilabel:`Monthly`,
    :guilabel:`Yearly`, or :guilabel:`Custom` recurring meetings. If :guilabel:`Custom` is selected,
    a :guilabel:`Repeat Every` field appears beneath it, along with another time frequency parameter
    (:guilabel:`Days`, :guilabel:`Weeks`, :guilabel:`Months`, or :guilabel:`Years`). Enter a number
    in the blank field, then select the time period using the drop-down menu.
  - :guilabel:`Repeat on`: enabled when the :guilabel:`Weekly` option is selected in the
    :guilabel:`Repeat` field. Choose the day the weekly meeting falls on.
  - :guilabel:`Day of Month`: configure the two drop-down menu options to select a specific day of
    the month, irrespective of the date (e.g. the first Tuesday of every month). To set a specific
    calendar date, choose :guilabel:`Date of Month` and enter the calendar date in the field (e.g.
    `15` to set the meeting to occur on the fifteenth of every month).
  - :guilabel:`Until`: using the drop-down menu, select when the meetings stop repeating. The
    available options are :guilabel:`Number of repetitions`, :guilabel:`End date`, and
    :guilabel:`Forever`. If :guilabel:`Number of repetitions` is selected, enter the number of
    total meetings to occur in the blank field to the right. If :guilabel:`End date` is selected,
    specify the date using the calendar pop-up window, or type in a date in a XX/XX/XXXX format.
    :guilabel:`Forever` schedules meetings indefinitely.

- :guilabel:`Location`: enter the location for the meeting.
- :guilabel:`Tags`: select any tags for the meeting using the drop-down menu, or add a new tag by
  typing in the tag and clicking :guilabel:`Create "tag"`. There is no limit to the number of tags
  that can be used.
- :guilabel:`Appointment`: if an appointment is associated with this meeting, select it from the
  drop-down menu, or create a new appointment by typing in the appointment name, then clicking
  :guilabel:`Create & Edit...` from the resulting drop-down men. A :guilabel:`Create Appointment`
  form loads. Enter the information on the form, then click :guilabel:`Save & Close`.
- :guilabel:`Privacy`: select if the organizer appears either :guilabel:`Available` or
  :guilabel:`Busy` for the duration of the meeting. Next, select the visibility of this meeting,
  using the drop-down menu to the right of the first selection. Options are :guilabel:`Public`,
  :guilabel:`Private`, and :guilabel:`Only internal users`. :guilabel:`Public` allows for everyone
  to see the meeting, :guilabel:`Private` allows only the attendees listed on the meeting to see the
  meeting, and :guilabel:`Only internal users` allows anyone logged into the company database to see
  the meeting.
- :guilabel:`Organizer`: the employee who created the meeting is populated in this field. Use the
  drop-down menu to change the selected employee.
- :guilabel:`Reminders`: select a reminder from the drop-down menu. Default options include
  :guilabel:`Notification`, :guilabel:`Email`, and :guilabel:`SMS Text Message`, each with a
  specific time period before the event (hours, days, etc). The chosen reminder chosen alerts the
  meeting participants of the meeting, via the selected option at the specified time. Multiple
  reminders can be selected in this field.

.. image:: schedule_interviews/new-event.png
   :align: center
   :alt: A new meeting card with all the details populated, and ready to save.

Send meeting to attendees
-------------------------

Once changes have been entered on the :ref:`New Event <recruitment/schedule_interviews/event-card>`
pop-up window, and the meeting details are correct, the meeting can be sent to the attendees, via
email or text message, from the expanded event form (what is seen when the :guilabel:`More Options`
button is clicked on in the :guilabel:`New Event` pop-up window).

To send the meeting via email, click the :icon:`fa-envelope` :guilabel:`Email` button next to the
:guilabel:`Attendees` field on the expanded meeting form.

A :guilabel:`Contact Attendees` email configurator pop-up window appears. A pre-formatted email,
using the default :guilabel:`Calendar: Event Update` email template, populates the email body field.

The followers of the job application, as well as the user who created the meeting, are added as
:guilabel:`Recipients` by default. If needed, add the applicant's email address to the list to send
the email to the applicant, as well. Make any other desired changes to the email. If an attachment
is needed, click the :guilabel:`Attachments` button, navigate to the file, then click
:guilabel:`Open`. Once the email is ready to be sent, click :guilabel:`Send`.

.. image:: schedule_interviews/email-event.png
   :align: center
   :alt: Enter the information to send the event via email.

To send the meeting via text message, click the :icon:`fa-mobile` :guilabel:`SMS` button next to
the :guilabel:`Attendees` field on the expanded meeting form. A :guilabel:`Send SMS Text Message`
pop-up window appears.

At the top, a blue banner appears if any attendees do not have valid mobile numbers, and lists how
many records are invalid. If a contact does not have a valid mobile number listed, click
:guilabel:`Close`, and edit the attendee's record, then redo these steps.

When no warning message appears, type in the message to be sent to the attendees in the
:guilabel:`Message` field. To add any emojis to the message, click the :icon:`oi-smile-add`
:guilabel:`(smile add)` icon on the right-side of the pop-up window.

The number of characters, and amount of text messages required to send the message (according to
GSM7 criteria) appears beneath the :guilabel:`Message` field. Click :guilabel:`Put In Queue` to have
the text sent later, after any other messages are scheduled, or click :guilabel:`Send Now` to send
the message immediately.

.. image:: schedule_interviews/send-sms.png
   :align: center
   :alt: Send a text message to the attendees of the meeting.

.. note::
   Sending text messages is **not** a default capability with Odoo. To send text messages, credits
   are required, which need to be purchased. For more information on IAP credits and plans, refer to
   the :doc:`../../essentials/in_app_purchase` documentation.

.. _recruitment/schedule_interviews/applicant-scheduled:

Applicant scheduled interviews
==============================

By default, the recruitment interview stages are **not** set up for applicants to schedule their own
interviews.

However, if the :guilabel:`First Interview` or :guilabel:`Second Interview` stages are modified to
send the :guilabel:`Recruitment: Schedule Interview` email template when an applicant reaches that
stage, the applicant receives a link to the recruitment team's calendar, and can schedule the
interview on their own. The recruitment team's availability is reflected in the calendar.

In order for applicants to be able to schedule their own interviews, a :ref:`stage must first be
modified <recruitment/schedule_interviews/modify-stage>` in the *Recruitment* app.

.. _recruitment/schedule_interviews/modify-stage:

Modify stage
------------

To modify either the :guilabel:`First Interview` or :guilabel:`Second Interview` stage, first
navigate to the main :menuselection:`Recruitment` app dashboard. Next, click on the desired job card
to navigate to the :guilabel:`Applications` page for that job position.

Hover over the name of the stage, and a :icon:`fa-cog` :guilabel:`(gear)` icon appears in the
upper-right hand side of the stage name. Click the :icon:`fa-cog` :guilabel:`(gear)` icon, and a
drop-down menu appears. Then, click on the :guilabel:`Edit` option, and an :guilabel:`Edit: (Stage)`
form appears.

.. image:: schedule_interviews/edit-stage.png
   :align: center
   :alt: The drop-down that appears after clicking the cog.

The :guilabel:`Email Template` field is blank, by default. Using the drop-down menu, select
:guilabel:`Recruitment: Schedule interview` for the :guilabel:`Email Template` field, then click
:guilabel:`Save & Close` when done.

.. image:: schedule_interviews/interview-template.png
   :align: center
   :alt: The Recruitment: Schedule Interview email template populating the Email Template field.

Send email
----------

After either the :guilabel:`First Interview` or :guilabel:`Second Interview` stages are
:ref:`modified to send the <recruitment/schedule_interviews/modify-stage>` :guilabel:`Recruitment:
Schedule interview` email to the applicant upon moving their applicant card to one of those stages,
the following email is received by the applicant:

`Subject: Can we plan an interview together for your (Job Position) application?`

`Congratulations!
Your application is really interesting and we'd like to plan an interview with you.
Can you please use the button below to schedule it with one of our recruiters?`

`Plan my interview`

Schedule interview
------------------

When the applicant received the email, they click the :guilabel:`Plan my interview` button at the
bottom of the email. This navigates the applicant to a private online scheduling page, which is
**only** accessible through the emailed link.

This page displays the :guilabel:`MEETING DETAILS` on the right side of the screen. This includes
the format and length of the meeting. In this example. the interview is virtual
(:icon:`fa-video-camera` :guilabel:`Online`) and the duration is a half hour (:icon:`fa-clock-o`
:guilabel:`30 minutes`).

First, if there is an option of who to meet with, the user selects who they are scheduling their
meeting with, by clicking on their icon and name. If only one person is available to interview the
applicant, this step is not available. If the applicant does not wish to chose an interviewer, they
can just click :guilabel:`See all availabilities` :icon:`fa-arrow-right`.

.. image:: schedule_interviews/select-interviewer.png
   :align: center
   :alt: The first screen seen after clicking 'Plan my interview', where the applicant selects their
         interviewer.

.. note::
   If the applicant selects an interviewer, the applicant is shown a :guilabel:`Select a date &
   time` page, and **only** sees the dates and times that specific person is available. In addition,
   that interviewer's information (name, email, and phone number) appears on the right-side of the
   screen, under the heading :guilabel:`OPERATOR`, located beneath the :guilabel:`MEETING DETAILS`.

   If the applicant clicks :guilabel:`See all availabilities` :icon:`fa-arrow-right` instead, or if
   there are no interviewer options available, the user is navigated to the same :guilabel:`Select a
   date & time` page, but there is no :guilabel:`OPERATOR` section visible.

Then the applicant clicks on an available day on the calendar, signified by a square around the
date. Once a day is selected, they click on one of the available times to select that date and time.

.. image:: schedule_interviews/select-date-time.png
   :align: center
   :alt: The calendar screen with dates and times to schedule an interview.

.. tip::
   Be sure to check the :guilabel:`Timezone` field, beneath the calendar, to ensure it is set to the
   correct time zone. Changing the time zone may alter the available times presented.

Once the date and time are selected, the applicant is navigated to an :guilabel:`Add more details
about you` page. This page asks the applicant to enter their :guilabel:`Full name`,
:guilabel:`Email`, and :guilabel:`Phone number`. The contact information entered on this form is how
the applicant is contacted to remind them about the scheduled interview.

When everything is entered on the :guilabel:`Add more details about you` page, the applicant clicks
the :guilabel:`Confirm Appointment` button, and the interview is scheduled.

.. image:: schedule_interviews/confirmation.png
   :align: center
   :alt: The confirmation page with all the details for the interview displayed.

After confirming the interview, the applicant is taken to a confirmation page, where all the details
of the interview are displayed. The option to add the meeting to the applicant's personal calendars
is available, through the :guilabel:`Add to iCal/Outlook` and :guilabel:`Add to Google Agenda`
buttons, beneath the interview details.

The applicant is also able to cancel or reschedule the interview, if necessary, with the
:guilabel:`Cancel/Reschedule` button.