166 lines
9.2 KiB
Markdown
166 lines
9.2 KiB
Markdown
# 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 <recruitment/create-new-applicant>` button or the {ref}`quick add
|
|
<recruitment/quick-add-applicant>` 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
|
|
<recruitment/applicant-details>` 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 <employees/skills>` document.
|
|
|