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[IMP] Referrals: Update share jobs
closes odoo/documentation#14078
X-original-commit: 4def11f9c6
Signed-off-by: Lara Martini (larm) <larm@odoo.com>
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larm-odoo
@@ -2,26 +2,29 @@
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Share job positions
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===================
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In Odoo *Referrals*, users can earn referral points by sharing job positions with potential
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applicants. Job positions can be shared in several ways, through the :ref:`View Jobs
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<referrals/view-jobs>` button and the :ref:`Email A Friend <referrals/email-jobs>` button, located
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at the bottom of the *Referrals* app dashboard.
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In Odoo **Referrals**, users can earn referral points by sharing job positions with potential
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applicants. Individual job positions can be shared in several ways: via :ref:`email
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<referrals/email>`, :ref:`SMS <referrals/sms>`, :ref:`WhatsApp <referrals/whatsapp>`, a
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:ref:`tracking link <referrals/link>`, and various :ref:`social media platforms <referrals/social>`.
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Additionally, *all* job positions can be :ref:`shared via email <referrals/email-jobs>`, instead of
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sharing individual job positions.
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.. note::
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Sharing jobs can **only** occur after onboarding slides have been viewed or skipped.
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Sharing jobs can **only** occur after :ref:`onboarding <referrals/onboarding>` slides have been
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viewed or skipped.
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.. _referrals/view-jobs:
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View Jobs
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=========
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View all jobs
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=============
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To see all job positions that are actively recruiting candidates, click the :guilabel:`View Jobs`
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button on the main *Referrals* dashboard. This presents all job positions, with each individual job
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button on the main **Referrals** app dashboard. This presents all job positions, with each job
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presented with its own card.
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.. image:: share_jobs/jobs.png
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:align: center
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:alt: The 'View Jobs' screen, displaying all current open job positions. All information is
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:alt: The View Jobs screen, displaying all current open job positions. All information is
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displayed on the card.
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Each job position card contains the following information:
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@@ -30,24 +33,30 @@ Each job position card contains the following information:
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form.
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- The number of :guilabel:`Open Positions` being recruited. This information is taken from the
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*Expected New Employees* field of the *Recruitment* tab of the job form.
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- The points a user earns when an applicant applies for the position.
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- The :doc:`points <points>` a user earns when an applicant applies for the position.
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- The job description detailing the job position. This information is taken from the *Job Position*
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tab of the job form.
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To see all the details for a job position, click the :guilabel:`More Info` button on the specific
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card. This opens the job position webpage in a new browser tab. This is what an applicant sees
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before applying for a position.
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.. note::
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Only published job positions are visible in the *Referrals* app. To check which job positions are
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published or not, refer to the :doc:`../recruitment/new_job` documentation.
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Only published job positions are visible in the **Referrals** app. To check which job positions
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are published or not, refer to the :doc:`../recruitment/new_job` documentation.
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Refer friends
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=============
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Share an individual job
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=======================
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To share a job position with someone, click the :guilabel:`Refer Friend` button on the specific job
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position card. A pre-configured :guilabel:`Send Job Offer by Mail` pop-up window appears. Enter the
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recipient's email address in the :guilabel:`Email` field.
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To share an individual job position, first click the :guilabel:`View Jobs` button on the main
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**Referrals** app dashboard. This presents a list of all currently published jobs. From this page,
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an individual job can be shared with someone using one of the methods below.
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.. _referrals/email:
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Send email
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----------
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To share an individual job position via email, click the :icon:`fa-envelope-o` :guilabel:`Send
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Email` button on the specific job position card. A preconfigured email template appears in a pop-up
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window, using the :guilabel:`Send Job Offer by Mail` template. Enter the recipient's email address
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in the :guilabel:`Email` field.
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The :guilabel:`Subject` and :guilabel:`Body` are populated using a default template. The
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:guilabel:`Subject` `Job for you` is present, by default, but can be modified, if desired.
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@@ -58,78 +67,126 @@ position listed on the website.
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When the prospective employee receives the email, the link sends them to the job position page,
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where they can apply for the position, and the person who referred them is tracked in the
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*Referrals* application.
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**Referrals** app.
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If desired, add any text or closing salutation to the email body. When all edits have been made,
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click :guilabel:`Send Mail` to send the email, or click :guilabel:`Cancel` to close the pop-up
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window.
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.. image:: share_jobs/email.png
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:align: center
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:alt: Referral email pop-up window with the email message inside it.
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Share a job
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===========
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.. _referrals/sms:
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Other than sending an email, job positions can be shared, via social media platforms, and by
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tracking links to the job position. At the bottom of each job position card are four icons, and
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corresponding tracking links, that can be used to share the job position, keeping track of
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applicants in the *Referrals* application.
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.. image:: share_jobs/share.png
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:align: center
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:alt: The various sharing icons that appear for each job.
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Link
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----
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To share the job position with a customized tracking link, click the :guilabel:`Share Now` button
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with the :icon:`fa-chain` :guilabel:`(link)` icon above it. A :guilabel:`Link to Share` pop-up
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window appears with the tracking link. Click :guilabel:`Copy` to copy the link. After the link is
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copied, click the :guilabel:`Close` button to close the pop-up window. Next, share the link with
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the prospective employee.
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Facebook
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Send SMS
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--------
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To share the job position using Facebook, click the :guilabel:`Share Now` button with the
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:icon:`fa-facebook` :guilabel:`(Facebook)` icon above it.
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To share an individual job position with someone via SMS (text message), click the :icon:`fa-mobile`
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:guilabel:`Send SMS` button on the specific job position card. A preconfigured :guilabel:`Send Job
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Offer by SMS` pop-up window appears. Enter the recipient's mobile number in the
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:guilabel:`Recipient` field.
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If the user is already logged into Facebook, when the the :guilabel:`Share Now` button is clicked, a
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:guilabel:`Share on Facebook` page loads in a new tab, with the link populated in the main body of
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the new post in a pop-up window. If the user is *not* already logged in, a log-in screen loads,
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instead, prompting the user to log-in to Facebook first.
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Modify the prepopulated :guilabel:`Body` message, if desired, then click the :guilabel:`Send SMS`
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button to send the message, or click :guilabel:`Cancel` to close the pop-up window and cancel the
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message.
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.. note::
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Sending text messages is **not** a default capability with Odoo. To send text messages, credits
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are required, which need to be purchased. For more information on IAP credits and plans, refer to
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the :doc:`../../essentials/in_app_purchase` documentation.
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.. _referrals/whatsapp:
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Send WhatsApp
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-------------
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To share an individual job position with someone via WhatsApp, click the :icon:`fa-whatsapp`
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:guilabel:`Send WhatsApp` button on the specific job position card. A preconfigured :guilabel:`Send
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Job Offer by WhatsApp` pop-up window appears. Enter the recipient's mobile number in the
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:guilabel:`Recipient` field.
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Modify the default message, if desired, then click the :guilabel:`Send WhatsApp` button to send the
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message, or click :guilabel:`Cancel` to close the pop-up window and cancel the message.
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.. note::
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To send WhatsApp messages, WhatsApp must be configured in Odoo. For more information, refer to
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the :doc:`../../productivity/whatsapp` documentation.
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Job page
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--------
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To see all the details for a job position, click the :icon:`fa-globe` :guilabel:`Job Page` button on
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the specific card. Doing so opens the job position webpage in a new browser tab. This is what an
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applicant sees before applying for a position.
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.. _referrals/link:
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Share now
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---------
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To share the job position with a customized tracking link, click the :icon:`fa-chain`
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:guilabel:`Share Now` button to copy the link. A pop-up window in the corner of the computer loads,
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stating `Referral link: (link to Job Position) has been copied to clipboard`.
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Next, share the link with the prospective employee.
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.. _referrals/social:
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Share a job via social media
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----------------------------
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Other than sending an email, SMS, WhatsApp message, or sharing a tracking link, job positions can be
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shared via social media platforms (:ref:`Facebook <referrals/facebook>`, :ref:`X <referrals/x>`, and
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:ref:`LinkedIn <referrals/linkedin>`. On each job position card are the three corresponding social
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media icons that can be used to share the job position, keeping track of applicants in the
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**Referrals** application.
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.. _referrals/facebook:
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Facebook
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~~~~~~~~
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To share the job position using Facebook, click the :icon:`fa-facebook` :guilabel:`Share Now`
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button.
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If the user is already logged into Facebook, when the :icon:`fa-facebook` :guilabel:`Share Now`
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button is clicked, Facebook loads in a new tab, where a :guilabel:`Create post` pop-up window loads
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with the tracking link attached.
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Type in any additional information to add to the post, then share the job position using the
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available options in Facebook.
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.. note::
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To share the job via Facebook,first, the user **must** be logged into Facebook. If the user is
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*not* already logged in, when the :icon:`fa-facebook` :guilabel:`Share Now` button is clicked, a
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new tab loads, stating `You are not logged in. Please login and try again.`
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.. _referrals/x:
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X (formerly Twitter)
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--------------------
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~~~~~~~~~~~~~~~~~~~~
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A job position can also be shared on X. Click the :guilabel:`Share Now` button with the
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:guilabel:`(X)` icon above it.
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To share a job position on X, click the :guilabel:`X Share Now` button.
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If the user is already signed-in to X, when the :guilabel:`Share Now` button is clicked, an X page
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If the user is already signed-in to X, when the :guilabel:`X Share Now` button is clicked, an X page
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loads in a new tab with a pre-populated message ready to post, in a draft pop-up window. If the user
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is *not* already signed-in, a sign-in screen loads instead, prompting the user to first sign-in to
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X.
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The default message is:
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Type in any additional information, or make any edits to the default message, then share using the
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available options in X.
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`Amazing job offer for (Job Position)! Check it live: (link to Job Position)`
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Type in any additional information, or make any edits to the message, then share using the available
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options in X.
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.. _referrals/linkedin:
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LinkedIn
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--------
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~~~~~~~~
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To share a job position on LinkedIn, click the :guilabel:`Share Now` button with the
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:icon:`fa-linkedin` :guilabel:`(LinkedIn)` icon above it.
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To share a job position on LinkedIn, click the :icon:`fa-linkedin` :guilabel:`Share Now` button.
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If the user is already logged into LinkedIn, when the :guilabel:`Share Now` button is clicked, a new
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tab loads in LinkedIn, with a link to the job position at the top. If the user is *not* already
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logged in, a log-in screen loads instead, prompting the user to log-in to LinkedIn first.
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If the user is already logged into LinkedIn, when the :icon:`fa-linkedin` :guilabel:`Share Now`
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button is clicked, a new tab loads in LinkedIn, with a link to the job position at the top. If the
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user is *not* already logged in, a log-in screen loads instead, prompting the user to log-in to
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LinkedIn first.
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The job position can be shared either in a public post, or in a private message to an individual (or
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group of individuals).
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@@ -139,27 +196,20 @@ available options in LinkedIn.
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.. _referrals/email-jobs:
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Email a friend
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--------------
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Share job list
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==============
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Another way to share job opportunities is to share the entire current list of open job positions,
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instead of one job position at a time. To do this, navigate to the :menuselection:`Referrals` main
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dashboard. Click the :guilabel:`Email a friend` button at the bottom of the screen. A
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:guilabel:`Send Job Offer by Mail` pop-up window appears.
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Enter the email address in the :guilabel:`Email` field. The email can be sent to multiple
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recipients by separating each email address with a comma followed by a single space. The
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:guilabel:`Subject` is pre-configured with :guilabel:`Job for you`, but can be edited.
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Enter the email address in the :guilabel:`Email` field. The email can be sent to multiple recipients
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by separating each email address with a comma followed by a single space. The :guilabel:`Subject` is
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preconfigured with :guilabel:`Job for you`, but can be edited. The email :guilabel:`Body` is also
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populated with preconfigured text.
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The email :guilabel:`Body` is also populated with pre-configured text. The text that appears is:
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`Hello,`
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`There are some amazing job offers in my company! Have a look, they can be interesting for you\:`
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`See Job Offers`
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The :guilabel:`See Job Offers` text is a tracking link to a complete list of all job positions
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The link to all active job positions is a tracking link to a complete list of all job positions
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currently being recruited for. Add any additional text and make any edits to the message body, if
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necessary. Then, click :guilabel:`Send Mail` to send the email. This sends the message, and closes
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the window.
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