[IMP] Recruitment: Update main doc

closes odoo/documentation#13776

X-original-commit: d30a83279f
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Lara Martini (larm) <larm@odoo.com>

content/applications/hr/recruitment.rst

@@ -4,55 +4,67 @@
 Recruitment
 ===========
 
-Odoo keeps all job applicants organized with a pre-configured series of steps and stages that each
-applicant goes through. Each stage has a specific step(s) that should be performed. These range from
+Odoo keeps all job applicants organized with a preconfigured series of steps and stages that each
+applicant goes through. Each stage has a specific steps that should be performed. These range from
 scheduling a phone call, conducting an interview, or sending a job offer, for example. This process
-is referred to as the 'applicant flow.'
+is referred to as the *applicant flow.*
 
 When an applicant applies for a job position, an *applicant card* is automatically created in Odoo's
-*Recruitment* app for that specific job position. As the applicant progresses through the
+**Recruitment** app for that specific job position. As the applicant progresses through the
 recruitment pipeline, the recruitment team moves their card from one stage to the next.
 
 :ref:`Stages can be configured <recruitment/modify-stages>` so that an email is automatically sent
-out using a set, pre-configured template as soon as an applicant's card enters a stage. These
+out using a set, preconfigured template as soon as an applicant's card enters a stage. These
 automated emails are defined on each stage in the applicant flow.
 
-The applicant flow explained in this document is the default flow in Odoo, and goes through the
-applicant flow when using the *Recruitment* application's default configuration. The applicant flow
-is able to be modified to suit the specific recruitment flow for any business.
+The flow described in this document is Odoo's default configuration, but it can be customized to
+suit any recruitment process.
 
 .. note::
-   The applicant flow with all its stages are universal and applies to all job positions, unless
-   specified. :ref:`A specific stage can be configured <recruitment/customize-stages>` to be
-   job-specific, meaning that specific stage is only visible for that specific job position.
-   Otherwise, if a new stage is created, or an existing stage is modified, those changes are
-   visible on all job positions.
+   Stages apply to all job positions unless :ref:`marked as job-specific
+   <recruitment/customize-stages>`  Changes to stages (e.g., additions, deletions) affect all
+   positions unless explicitly scoped.
 
 .. _recruitment/settings:
 
 Settings
 ========
 
-Before creating a job position in Odoo, configure the necessary settings for the *Recruitment* app.
-To view and edit the settings, navigate to :menuselection:`Recruitment app --> Configuration -->
-Settings`. After any changes are made, click the :guilabel:`Save` button in the top-left corner to
-save all the changes.
+Before creating a job position in Odoo, configure the necessary settings for the **Recruitment**
+app. To view and edit the settings, navigate to :menuselection:`Recruitment app --> Configuration
+--> Settings`. After any changes are made, click the :guilabel:`Save` button in the top-left corner
+to save all the changes.
 
 Job posting
 -----------
 
-The :guilabel:`Job Posting` section of the *Recruitment* app settings has only one selection to
-make. If job positions are to be posted to the company's website, enable the :guilabel:`Online
-Posting` option.
+The :guilabel:`Job Posting` section of the **Recruitment** app settings has two configurations,
+enabling posting jobs on the company website, and on external job boards.
+
+If job positions are to be posted to the company's website, enable the :guilabel:`Online Posting`
+option.
 
 .. note::
-   The :guilabel:`Online Posting` is only available if the *Website* application is also installed.
+   The :guilabel:`Online Posting` is only available if the :doc:`Website <../websites/website>`
+   application is also installed.
 
-Recruitment process
--------------------
+The **Recruitment** app can post job positions directly to a job board. To enable this, click
+:icon:`oi-arrow-right` :guilabel:`Choose a Job Board`, and the required module is presented, if not
+already installed. Click :guilabel:`Install` on the corresponding module, then the main Odoo
+dashboard loads after a successful installation.
 
-The :guilabel:`Recruitment process` section of the settings page specifies what the database can and
-cannot do during the recruitment process.
+Open the **Recruitment** app, and navigate to :menuselection:`Recruitment app --> Configuration -->
+Settings`. The corresponding job board credentials are listed. Enter the :guilabel:`Username` and
+:guilabel:`Password` for the job board. Click the :guilabel:`Save` button after making any changes.
+
+.. note::
+   Currently, the only job board integration with Odoo is Monster.com.
+
+Process
+-------
+
+The :guilabel:`Process` section of the settings page specifies what the database can and cannot do
+during the recruitment process.
 
 Send interview survey
 ~~~~~~~~~~~~~~~~~~~~~
@@ -66,102 +78,17 @@ Enable the :guilabel:`Send Interview Survey` option to send surveys to applicant
 :icon:`fa-arrow-right` :guilabel:`Interview Survey` link to navigate to a list of all created
 surveys.
 
-This list includes all surveys that were created in the database, not just surveys used in the
-*Recruitment* app. If no surveys have been created, the surveys list displays a :guilabel:`No Survey
-Found` message, and presents options to create a survey from several pre-configured survey
+This list includes all surveys that were created in the database, not only surveys used in the
+**Recruitment** app. If no surveys have been created, the surveys list displays a :guilabel:`No
+Survey Found` message, and presents options to create a survey from several preconfigured survey
 templates.
 
 .. seealso::
-   For more detailed information about surveys, refer to the :doc:`survey essentials
-   <../marketing/surveys/create>` documentation.
+   :doc:`create/edit surveys <../marketing/surveys/create>`
 
 .. note::
-   Enabling the :guilabel:`Send Interview Survey` option will install the *Surveys* application once
-   the settings are saved, if it is not installed already.
-
-Send SMS
-~~~~~~~~
-
-It is possible to send text messages to applicants directly through the *Recruitment* app. To do so,
-enable the :guilabel:`Send SMS` option. This option requires credits to use, which can be obtained
-by clicking the :icon:`fa-arrow-right` :guilabel:`Buy credits` internal link that emerges when the
-feature is enabled.
-
-.. seealso::
-   For more information, refer to the :doc:`SMS pricing and FAQs
-   <../marketing/sms_marketing/pricing_and_faq>` documentation.
-
-.. _recruitment/cv-display:
-
-CV display
-~~~~~~~~~~
-
-When applicants submit an application, one of the default required fields is a resumé, or :abbr:`CV
-(curriculum vitae)`. All resumés are stored in the *Documents* application, and are accessible on
-the applicant's card.
-
-A resumé has the option to appear on the applicant's form, which can be viewed by clicking on the
-applicant's card. The resumé appears on the right-side of the screen. If this is not enabled, the
-resumé is accessed via a link in the chatter, where it needs to be clicked to expand and view it, or
-downloaded.
-
-Enable the :guilabel:`CV Display` option to show the resumé on the applicant's card by default, and
-in addition to the document link. When enabled, the resumé appears on the right side of the
-applicant's card.
-
-.. note::
-   For the resumé to appear on the right-side, the browser window must be in full-screen mode (where
-   the browser spans the entire screen).
-
-   If the browser window is set to a size smaller than the entire width of the screen (not
-   full-screen), then the resumé does not appear on the right-side. Instead, the resumé appears in
-   the :guilabel:`Files` section of the chatter, below the applicant's card.
-
-.. image:: recruitment/cv-display.png
-   :align: center
-   :alt: The resumé on an applicant's card, appearing on the right side.
-
-.. _recruitment/cv-ocr:
-
-CV digitization (OCR)
-~~~~~~~~~~~~~~~~~~~~~
-
-When an application is submitted using any of the available methods, such as an online application
-submission, emailing a resume to the job position alias, or creating an applicant record directly
-from the database, it is possible to have Odoo extract the applicant's name, phone number, and email
-address from the resumé and populate the applicant's form. To do so, enable the :guilabel:`CV
-Digitization (OCR)` option.
-
-When enabled, additional options appear. Click on the corresponding radio button to select one of
-the following options:
-
-- :guilabel:`Do not digitize`: this option turns off resumé digitization.
-- :guilabel:`Digitize on demand only`: this option only digitizes resumes when requested. A
-  :guilabel:`Digitize document` buttons appears on applicant cards. When clicked, the resumé is
-  scanned and the applicant's card is updated.
-- :guilabel:`Digitize automatically`: this option automatically digitizes all resumés when they are
-  submitted.
-
-Beneath these options are two additional links. Click the :icon:`fa-arrow-right` :guilabel:`Buy
-credits` button to purchase credits for CV digitization. Click the :icon:`fa-arrow-right`
-:guilabel:`View My Services` to view a list of all current services, and their remaining credit
-balances.
-
-For more information on document digitization and :abbr:`IAP's (in-app purchases)`, refer to the
-:doc:`In-app purchase (IAP) <../essentials/in_app_purchase>` documentation.
-
-.. note::
-   The :guilabel:`Do not digitize` option for :guilabel:`CV digitization (OCR)` at first may seem
-   like a redundancy. It seems to be the same as disabling the :guilabel:`CV digitization (OCR)`
-   option.
-
-   When the :guilabel:`CV digitization (OCR)` option is enabled, a module is installed so that
-   resumés can be scanned. Disabling this option would uninstall the module.
-
-   If at some point, there is a desire to temporarily stop digitizing resumés, the :guilabel:`Do not
-   digitize` option is selected. The reason this option is available is so that the module is not
-   uninstalled, allowing for digitization to be enabled in the future by selecting one of the other
-   two options.
+   Enabling the :guilabel:`Send Interview Survey` option will install the **Surveys** application
+   once the settings are saved, if not already installed.
 
 Salary package configurator
 ~~~~~~~~~~~~~~~~~~~~~~~~~~~
@@ -170,21 +97,102 @@ When sending an offer to an applicant, an expiration date can be set on the offe
 of days an offer is valid for in the :guilabel:`days` field. After the set amount of days has
 passed, if the applicant has not accepted the offer, the offer is no longer available.
 
+.. _recruitment/cv-display:
+
+Résumé display
+~~~~~~~~~~~~~~
+
+When applicants submit an application, one of the default required fields is a résumé, or :abbr:`CV
+(curriculum vitae)`. All résumés are stored in the **Documents** application, and are accessible on
+the applicant's card.
+
+A résumé has the option to appear on the applicant's form, which can be viewed by clicking on the
+applicant's card. The résumé appears on the right-side of the screen. If this is not enabled, the
+résumé is accessed via a link in the chatter, where it needs to be clicked to expand and view it, or
+downloaded.
+
+Enable the :guilabel:`Résumé Display` option to show the résumé on the applicant's card by default,
+and in addition to the document link. When enabled, the résumé appears on the right side of the
+applicant's card.
+
+.. note::
+   For the résumé to appear on the right-side, the browser window must be in full-screen mode (where
+   the browser spans the entire screen).
+
+   If the browser window is set to a size smaller than the entire width of the screen (not
+   full-screen), then the résumé does not appear on the right-side. Instead, the résumé appears in
+   the :guilabel:`Files` section of the chatter, below the applicant's card.
+
+.. image:: recruitment/cv-display.png
+   :alt: The résumé on an applicant's card, appearing on the right side.
+
+In-App Purchases
+----------------
+
+The :guilabel:`In-App Purchases` section of the :guilabel:`Settings` menu deals with items that
+required credits to use, such as :abbr:`SMS (Short Message Service)` text messages, and digitizing
+résumés.
+
+.. seealso::
+   :doc:`SMS pricing and FAQs <../marketing/sms_marketing/pricing_and_faq>`
+
+Send SMS
+~~~~~~~~
+
+It is possible to send text messages to applicants directly through the **Recruitment** app. This
+feature requires credits to use. Click the :icon:`fa-arrow-right` :guilabel:`Manage Service & Buy
+Credits` internal link, and follow the steps to :doc:`purchase credits
+<../marketing/sms_marketing/pricing_and_faq>`.
+
+.. _recruitment/cv-ocr:
+
+Résumé digitization (OCR)
+~~~~~~~~~~~~~~~~~~~~~~~~~
+
+When an application is submitted using any of the available methods, such as an online application
+submission, emailing a resume to the job position alias, or creating an applicant record directly
+from the database, it is possible to have Odoo extract the applicant's name, phone number, and email
+address from the résumé and populate the applicant's form. To do so, enable the :guilabel:`Résumé
+Digitization (OCR)` option.
+
+When enabled, additional options appear. Click on the corresponding radio button to select one of
+the following options:
+
+- :guilabel:`Do not digitize`: this option turns off résumé digitization.
+- :guilabel:`Digitize on demand only`: this option only digitizes resumes when requested. A
+  :guilabel:`Digitize document` buttons appears on applicant cards. When clicked, the résumé is
+  scanned and the applicant's card is updated.
+- :guilabel:`Digitize automatically`: this option automatically digitizes all résumés when they are
+  submitted.
+
+Beneath these options are two additional links. Click the :icon:`fa-arrow-right` :guilabel:`Manage
+Service & Buy Credits` internal link to purchase credits for résumé digitization. Click the
+:icon:`fa-arrow-right` :guilabel:`View My Services` internal link to view a list of all current
+services, and their remaining credit balances.
+
+For more information on document digitization and :abbr:`IAP's (in-app purchases)`, refer to the
+:doc:`In-app purchase (IAP) <../essentials/in_app_purchase>` documentation.
+
+.. note::
+   The :guilabel:`Do not digitize` option may appear redundant but serves a distinct purpose.
+   Disabling the :guilabel:`Résumé Digitization (OCR)` option uninstalls the module, while
+   :guilabel:`Do not digitize` keeps the module installed but inactive—allowing the user to
+   re-enable digitization later without reinstalling the module.
+
 Kanban view
 ===========
 
-To access the Kanban view for a job position, navigate to the main :menuselection:`Recruitment app`
+To access the Kanban view for a job position, navigate to the main :menuselection:`Recruitment` app
 dashboard, which is the default view when opening the application. All job positions appear on the
 main dashboard. Click the :guilabel:`(#) New Applications` smart button on a job position card to
 navigate to the Kanban view for all the applicants for that particular job position.
 
 .. image:: recruitment/new-applicants-button.png
-   :align: center
    :alt: Main dashboard view of job position card, showing new applications button.
 
 Inside the job application, the Kanban stages appear, with all the applicants populated in their
-respective columns, indicating what stage they are currently in. There are six default stages in
-Odoo:
+respective columns, indicating what stage they are currently in. In Odoo, six default stages are
+configured:
 
 - :ref:`New <recruitment/new>`
 - :ref:`Initial Qualification <recruitment/initial-qualification>`
@@ -199,7 +207,6 @@ for that column, click anywhere on the thin gray column that says the stage name
 expands, revealing the applicants.
 
 .. image:: recruitment/stages.png
-   :align: center
    :alt: Expand a folded column by clicking on it in the Kanban view.
 
 Each stage has a color-coded bar beneath the stage name, providing status information for the
@@ -215,11 +222,10 @@ lower-left of the applicant card. A status pop-up window appears. Click on the d
 the applicant. The status dot on the applicant card as well as the status bar updates.
 
 .. image:: recruitment/status-dots.png
-   :align: center
    :alt: The applicant card statuses, and status bar.
 
 .. tip::
-   The names for the three status colors (`In Progress`, `Blocked`, and `Ready for Next Stage`)
+   The names for the three status colors (`In Progress`, `Ready for Next Stage`, and `Blocked`)
    :ref:`can be modified <recruitment/modify-stages>`, if desired.
 
 .. _recruitment/customize-stages:
@@ -227,8 +233,7 @@ the applicant. The status dot on the applicant card as well as the status bar up
 Customize stages
 ================
 
-Stages can be modified, added, or deleted to best meet the needs of the particular hiring steps of
-a business.
+Stages can be modified, added, or deleted to match the particular hiring steps of a business.
 
 New stage
 ---------
@@ -239,7 +244,6 @@ new column appears, and another new stage is available to create. If no new stag
 anywhere on the screen to exit the new stage creation.
 
 .. image:: recruitment/add-column.png
-   :align: center
    :alt: The plus sign to click to add a new column to the Kanban stages.
 
 .. _recruitment/modify-stages:
@@ -248,13 +252,12 @@ Modify stage
 ------------
 
 To modify the settings of a stage, 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. Click on the
-:icon:`fa-cog` :guilabel:`(gear)` icon and a menu appears. Then click on the :guilabel:`Edit`
+:guilabel:`(Settings)` icon appears in the upper right hand side of the stage. Click on the
+:icon:`fa-cog` :guilabel:`(Settings)` icon and a menu appears. Then click on the :guilabel:`Edit`
 option. An :guilabel:`Edit: (Stage)` form appears. Make any desired modifications to the form, then
 click :guilabel:`Save & Close` when done.
 
 .. image:: recruitment/gear.png
-   :align: center
    :alt: The gear icon that appears when a column name is moused over, and the drop-down menu it
          displays when clicked.
 
@@ -268,38 +271,40 @@ field is the :guilabel:`Stage Name`.
 
 The fields to be populated or modified are:
 
-- :guilabel:`Stage Name`: type in a name for the stage.
-- :guilabel:`Email Template`: select an email template to be used from the drop-down menu. If a
+- :guilabel:`Stage Name`: Type in a name for the stage.
+- :guilabel:`Email Template`: Select an email template to be used from the drop-down menu. If a
   template is selected, when the applicant card enters the stage, an email is automatically sent to
   the applicant using the selected template.
-- :guilabel:`Folded in Kanban`: check the box to have the stage appear folded (hidden) at all times
+- :guilabel:`Folded in Kanban`: Check the box to have the stage appear folded (hidden) at all times
   in the default view.
-- :guilabel:`Hired Stage`: check the box if this stage indicates that the applicant is hired. When
+- :guilabel:`Hired Stage`: Check the box if this stage indicates that the applicant is hired. When
   an applicant's card enters this stage, the card displays a :guilabel:`Hired` banner in the upper
   right corner. If this box is checked, this stage is used to determine the hire date of an
   applicant.
-- :guilabel:`Job Specific`: if the stage only applies to specific job positions, select the job
+- :guilabel:`Job Specific`: If the stage only applies to specific job positions, select the job
   positions from the drop-down menu. Multiple job positions can be selected.
-- :guilabel:`Show in Referrals`: check the box if this stage should be seen in the *Referrals*
+- :guilabel:`Show in Referrals`: Check the box if this stage should be seen in the *Referrals*
   application, and allow the referrer to accrue points when a referral of theirs reaches this stage.
   If this is active, a :guilabel:`Points` field appears. Enter the amount of referral points the
-  employee receives when an applicant enters this stage. The *Referrals* app must be installed in
+  employee receives when an applicant enters this stage. The **Referrals** app must be installed in
   order to use this option.
-- :guilabel:`Tooltips` section: there are three pre-configured status labels (colored circles) for
+- :guilabel:`Points`: If :guilabel:`Show in Referrals` is enabled, this field appears. Enter the
+  number of points the employee earns when an applicant moves to this stage.
+- :guilabel:`Tooltips` section: There are three preconfigured status labels (colored circles) for
   each applicant's card, indicating its status. These colors are displayed at the top of each stage
   to reflect the statuses of the applicants in the stage. The *names* for the label can be modified,
   but the label itself (the color) cannot. The default names and labels are: :guilabel:`In Progress`
   (gray), :guilabel:`Blocked` (red), and :guilabel:`Ready for Next Stage` (green).
-- :guilabel:`Requirements`: enter any internal notes for this stage explaining any requirements of
+- :guilabel:`Requirements`: Enter any internal notes for this stage explaining any requirements of
   the stage.
 
 Delete stage
 ------------
 
 If a stage is no longer needed, the stage can be deleted. To delete a stage, hover over the name of
-the stage, and a :icon:`fa-cog` :guilabel:`(gear)` icon appears. First, click on the :icon:`fa-cog`
-:guilabel:`(gear)` icon to reveal a drop-down menu, then click :guilabel:`Delete`. A
-:guilabel:`Confirmation` pop-up warning appears, asking :guilabel:`Are you sure you want to delete
+the stage, and a :icon:`fa-cog` :guilabel:`(Settings)` icon appears. First, click on the
+:icon:`fa-cog` :guilabel:`(Settings)` icon to reveal a drop-down menu, then click :guilabel:`Delete`.
+A :guilabel:`Confirmation` pop-up warning appears, asking :guilabel:`Are you sure you want to delete
 this column?` Click :guilabel:`Delete` to delete the column.
 
 .. important::
@@ -310,8 +315,8 @@ this column?` Click :guilabel:`Delete` to delete the column.
 Email templates
 ===============
 
-To communicate with the applicant, Odoo has several pre-configured email templates that can be used.
-The pre-configured email templates and when to use them are as follows:
+To communicate with the applicant, Odoo has several preconfigured email templates that can be used.
+The preconfigured email templates and when to use them are as follows:
 
 - :guilabel:`Recruitment: Applicant Acknowledgement`: this template is used to let the applicant
   know that their application was received. This email is automatically sent out once the applicant
@@ -319,15 +324,15 @@ The pre-configured email templates and when to use them are as follows:
 - :guilabel:`Recruitment: Interest`: this template is used to let the applicant know that their
   application caught the recruiter's attention, and they have been shortlisted for either a phone
   call or an interview.
-- :guilabel:`Recruitment: Schedule Interview`: this template is used to let the applicant know that
-  they have passed the :guilabel:`Initial Qualification` stage, and they will be contacted to set up
-  an interview with the recruiter. This email is automatically sent out once the applicant is in the
-  :guilabel:`Initial Qualification` stage.
 - :guilabel:`Recruitment: Not interested anymore`: this template is used when an applicant
   communicates that they are no longer interested in the position, and thanks them for their time
   and consideration.
 - :guilabel:`Recruitment: Refuse`: this template is used when an applicant is no longer being
   considered for the position.
+- :guilabel:`Recruitment: Schedule Interview`: this template is used to let the applicant know that
+  they have passed the :guilabel:`Initial Qualification` stage, and they will soon be contacted to
+  set up an interview with the recruiter. This email is automatically sent out once the applicant is
+  in the :guilabel:`Initial Qualification` stage.
 
 .. note::
    Email templates can be created, modified, and deleted to suit the needs of a business. For more
@@ -337,41 +342,48 @@ To manually send an email, click :guilabel:`Send message` in the chatter. A text
 well as the applicant's email address.
 
 .. image:: recruitment/full-composer.png
-   :align: center
    :alt: Send an email from the chatter.
 
-Click the :icon:`fa-expand` :guilabel:`(expand)` full composer icon in the bottom right corner of
-the :guilabel:`Send Message` tab in the chatter. A :guilabel:`Compose Email` pop-up window loads,
-with the :guilabel:`Recipients` and :guilabel:`Subject` pre-populated. The applicant's email address
-is entered in the :guilabel:`Recipients` line, and the :guilabel:`Subject` is `(Job Position)`. The
-email body is empty by default.
+Click the :icon:`fa-expand` :guilabel:`(Full composer)` icon in the bottom right corner of the
+:guilabel:`Send Message` tab in the chatter. A :guilabel:`Compose Email` pop-up window loads, with
+the :guilabel:`To` and :guilabel:`Subject` pre-populated. The applicant's email address is entered
+in the :guilabel:`To` field, and the :guilabel:`Subject` is `(Job Position)`. The email body is
+empty by default.
 
-To use a pre-configured email template, click the field next to :guilabel:`Load template` in the
-bottom section of the window. Select the email template to use from the drop-down menu.
+To use a preconfigured email template, click the :icon:`fa-ellipsis-v` :guilabel:`(vertical
+elipsis)` button in the bottom of the window. Select the email template to use from the drop-down
+menu.
 
-Pre-configured email templates may contain dynamic placeholders so unique information can be
-populated in the email for a more personalized message to the applicant. There are several
-pre-configured email templates to choose from. Depending on the template selected, the email subject
-and/or body may change.
+Preconfigured email templates may contain dynamic placeholders so unique information can be
+populated in the email for a more personalized message to the applicant. Several preconfigured email
+templates are available to choose from. Depending on the template selected, the email subject or
+body may change.
 
 .. note::
-   Only the email templates that are configured for the model load. There are other email templates
-   pre-configured in Odoo, but if they are not configured for the recruitment application, they do
+   Only the email templates that are configured for the model load. Other email templates come
+   preconfigured in Odoo, but if they are not configured for the recruitment application, they do
    not appear in the list of available templates.
 
-If any attachments are to be added, click the :guilabel:`Attachments` button in the lower left
-corner. Navigate to the file to be attached, then click :guilabel:`Open` to attach it. To delete an
-attachment, click the :icon:`fa-close` :guilabel:`(delete)` icon to the right of the attachment.
+If any attachments need to be added, click the :icon:`fa-paperclip` :guilabel:`(paperclip)` button
+at the bottom of the window. Navigate to the file to be attached, then click :guilabel:`Open` to
+attach it. To delete an attachment, click the :icon:`fa-close` :guilabel:`(delete)` icon to the
+right of the attachment.
 
 If any changes need to be made to the email, edit the body of the email. If the edits should be
-saved to be used in the future, the email can be saved as a new template. Click the :guilabel:`Save
-Template` button in the bottom. To send the email, click :guilabel:`Send` and the email is sent to
-the applicant. The email then appears in the chatter.
+saved to be used in the future, the email can be saved as a new template. Click the
+:icon:`fa-ellipsis-v` :guilabel:`(vertical elipsis)` button in the bottom of the window, and select
+:guilabel:`Save as Template`. Options are presented to either overwrite an existing template, or
+save a new template. Click on an existing template name to overwrite that template, or click
+:guilabel:`Save as Template` to save a new template. A :guilabel:`Create a Mail Template` pop-up
+window loads. Enter a name for the template in the :guilabel:`Template Name` field, then click
+:guilabel:`Save`.
+
+To send the email, click :guilabel:`Send` and the email is sent to the applicant. The email then
+appears in the chatter.
 
 .. image:: recruitment/send-survey.png
-   :align: center
    :alt: Send a custom survey, also referred to as an interview form, to an applicant using a
-         pre-configured template.
+         preconfigured template.
 
 .. seealso::
    - :doc:`recruitment/new_job`