diff --git a/content/applications/hr/recruitment/add-new-applicants.rst b/content/applications/hr/recruitment/add-new-applicants.rst index 795addd6a..be7b43fcd 100644 --- a/content/applications/hr/recruitment/add-new-applicants.rst +++ b/content/applications/hr/recruitment/add-new-applicants.rst @@ -3,39 +3,36 @@ 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. +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. +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. +:ref:`quick add ` button, or the :ref:`New +` 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 +On the :guilabel:`Applications` page, click the quick add button, represented by a small +:icon:`fa-plus` :guilabel:`(plus)` icon in the top-right corner of each stage, to 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 +- :guilabel:`Candidate`: Select the applicant from the drop-down menu. Displays as the card title in + the Kanban view of the :guilabel:`Applications` page. If the candidate is *not* in the system + (from a previous application, or is a current employee), after entering the applicant's name, + click :guilabel:`Create "(candidate)"`. +- :guilabel:`Job Position`: 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. @@ -43,7 +40,7 @@ Enter the following information on the card: 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 +If preferred, after entering the :guilabel:`Candidate` 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. @@ -51,7 +48,6 @@ When doing a quick add, clicking away from an empty card, or clicking the :icon: (: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: @@ -59,112 +55,133 @@ When doing a quick add, clicking away from an empty card, or clicking the :icon: 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. +On the :guilabel:`Applications` page, click the :guilabel:`New` button in the top-left corner, and a +blank application form loads. + +On the new application form, the :guilabel:`Job Position` and :guilabel:`Recruiter` fields are +populated according to the job position configurations, by default. Additionally, the +:guilabel:`Department` and :guilabel:`Company` fields in the :guilabel:`Details` tab may also be +populated, if those details are configured on the job position. 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 +Candidate 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 +- :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:`Candidate`: Enter the applicant's name. This field is displayed as the card title in + the Kanban view of the :guilabel:`Applications` page. This is the **only** required field on the + form. +- :guilabel:`Email`: Enter the applicant's email address. +- :guilabel:`Phone`: Enter the applicant's phone 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. +- :guilabel:`Job Position`: Select the job position the applicant is applying for. This field is + populated by default, but can be changed if necessary. +- :guilabel:`Recruiter`: Select the user responsible for the entire recruitment process for the job + position. +- :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:`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. + +.. image:: add-new-applicants/new-applicant.png + :alt: All the fields of the Candidate section for a new applicant form entered. + +Notes tab +--------- + +Enter any notes regarding the applicant in this tab. These notes are only visible internally, with +users that have the proper access rights. + +Details tab +----------- + +The :guilabel:`Details` tab houses various information regarding the applicant and the job position. + +Applicant section +~~~~~~~~~~~~~~~~~ + +Enter the following information in the respective fields: + +- :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, +- :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. + +Salary package section +~~~~~~~~~~~~~~~~~~~~~~ + +Configure both the offered and proposed salary and benefits in this section. Fill out the following +fields: + +- :guilabel:`Expected`: 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:`Other Benefits`: If any benefits are requested by the applicant, enter them in the + blank :guilabel:`Other Benefits` text field to the right of the :guilabel:`Expected` salary field. + The benefits should be short and descriptive, such as `4 Weeks Vacation` or `Dental Plan`. +- :guilabel:`Proposed`: 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:`Other Benefits`: If any benefits are offered to the applicant, enter them in the + :guilabel:`Other Benefits` text field to the right of the :guilabel:`Proposed` field. The benefits + should be short and descriptive, such as `Unlimited Sick Time` or `Health Insurance`. Job section ------------ +~~~~~~~~~~~ -The following fields are pre-populated when creating a new applicant, as long as these field are +The following fields are pre-populated when creating a new applicant, as long as these fields 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 ----------------- +Sourcing 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. +This section houses the details regarding the way the applicant applied for the job position. This +information is necessary for :doc:`employee referrals <../referrals>`, and allows for reporting on +the channels with the highest applicant generation. - - :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:`Source`: Using the drop-down menu, select where the applicant learned about the job + position. The following options come preconfigured in Odoo: :guilabel:`Search engine`, + :guilabel:`Lead Recall`, :guilabel:`Newsletter`, :guilabel:`Facebook`, :guilabel:`X`, + :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 + preconfigured options are: :guilabel:`Banner`, :guilabel:`Direct`, :guilabel:`Email`, + :guilabel:`Facebook`, :guilabel:`Google Adwords`, :guilabel:`LinkedIn`, :guilabel:`Phone`, + :guilabel:`SMS`, :guilabel:`Television`, :guilabel:`Website`, :guilabel:`X` (formerly "Twitter"), + or :guilabel:`[Push Notifications] (website name)`. 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:`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. +.. image:: add-new-applicants/details-tab.png + :alt: All the fields of the Details tab for a new applicant form entered. Skills tab ---------- -Skills can be added to the applicant's card. For details on adding skills, refer to the -:ref:`Create new employees ` document. +Skills can be added to the applicant's card. For details on adding skills, refer to the :ref:`Create +new employees ` document. diff --git a/content/applications/hr/recruitment/add-new-applicants/details-tab.png b/content/applications/hr/recruitment/add-new-applicants/details-tab.png new file mode 100644 index 000000000..37d61c439 Binary files /dev/null and b/content/applications/hr/recruitment/add-new-applicants/details-tab.png differ diff --git a/content/applications/hr/recruitment/add-new-applicants/new-applicant.png b/content/applications/hr/recruitment/add-new-applicants/new-applicant.png index 71197b25e..f7cfef3b8 100644 Binary files a/content/applications/hr/recruitment/add-new-applicants/new-applicant.png and b/content/applications/hr/recruitment/add-new-applicants/new-applicant.png differ diff --git a/content/applications/hr/recruitment/add-new-applicants/quick-add.png b/content/applications/hr/recruitment/add-new-applicants/quick-add.png index 7377f1340..8b37c1091 100644 Binary files a/content/applications/hr/recruitment/add-new-applicants/quick-add.png and b/content/applications/hr/recruitment/add-new-applicants/quick-add.png differ