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[IMP] Recruitment: Update offer job positions
closes odoo/documentation#13881 Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
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@@ -4,13 +4,13 @@ Refuse applicants
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At any point in the recruitment process, an applicant can be refused for a job position.
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To refuse an applicant, start by navigating to the applicant's card in the *Recruitment* app. This
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To refuse an applicant, start by navigating to the applicant's card in the **Recruitment** app. This
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is done in one of two ways:
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- Navigate to :menuselection:`Recruitment app --> Applications --> All Applications`. In the
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:guilabel:`Applications` list, click anywhere on the desired applicant's line to open that
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specific applicant's card.
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- Navigate to the main *ob Positions* dashboard by navigating to :menuselection:`Recruitment app
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- Navigate to the main *Job Positions* dashboard by navigating to :menuselection:`Recruitment app
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--> Applications --> By Job Position`. Next, click on the desired job position card, then click on
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the individual applicant card from the :guilabel:`Applications` page.
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@@ -37,15 +37,13 @@ The default refuse reasons in Odoo, and their corresponding email templates, are
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* - Email Template
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- Refusal Reason
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* - :guilabel:`Recruitment: Refuse`
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- | :guilabel:`Doesn't fit the job requirements`
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| :guilabel:`Language issues`
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| :guilabel:`Role already fulfilled`
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- | :guilabel:`Does not fit the job requirements`
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| :guilabel:`Job already fulfilled`
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| :guilabel:`Duplicate`
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| :guilabel:`Spam`
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* - :guilabel:`Recruitment: Not interested anymore`
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- | :guilabel:`Refused by Applicant: don't like job`
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| :guilabel:`Refused by Applicant: better offer`
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| :guilabel:`Refused by Applicant: salary`
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- | :guilabel:`Refused by applicant: job fit`
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| :guilabel:`Refused by applicant: salary`
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Additional refusal reasons :ref:`can be created, and existing ones can be modified (or deleted)
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<recruitment/new-refuse>`.
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@@ -58,8 +56,8 @@ Create or modify refuse reasons
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-------------------------------
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To view and configure refuse reasons, navigate to :menuselection:`Recruitment app --> Configuration
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--> Applications: Refuse Reasons`. Doing so reveals the :guilabel:`Refuse Reasons` page, where all
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the existing refuse reasons are listed.
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--> Refuse Reasons`. Doing so reveals the :guilabel:`Refuse Reasons` page, where all the existing
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refusal reasons are listed.
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To create a new refuse reason from the :guilabel:`Refuse Reasons` page, click the :guilabel:`New`
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button in the top-left corner. A blank line appears at the bottom of the list, with an empty field
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@@ -68,8 +66,8 @@ present in the :guilabel:`Description` column.
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Type in the new refuse reason in the field. It is recommended to enter a reason that is short and
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concise, such as `Offer expired` or `Withdrew application`.
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Then, in the :guilabel:`Email Template` field, click on the field to reveal a drop-down menu.
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Select an :guilabel:`Email Template` from the list to be used when this refuse reason is selected.
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Then, in the :guilabel:`Email Template` field, click on the field to reveal a drop-down menu. Select
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an :guilabel:`Email Template` from the list to be used when this refuse reason is selected.
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If a new :guilabel:`Email Template` is desired, type in the name for the new template in the field.
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Then, click :guilabel:`Create and edit...`, and a :guilabel:`Create Email Template` form pop-up
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@@ -101,12 +99,11 @@ Send refusal email
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==================
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After clicking the :guilabel:`Refuse` button on an applicant form, a :ref:`Refuse Reason
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<recruitment/refuse-reasons>` can be selected from the :guilabel:`refuse reason` pop-up window.
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<recruitment/refuse-reasons>` is then selected from the :guilabel:`Refuse Reason` pop-up window.
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Then, two fields appear below the selected refusal reason: :guilabel:`Send Email` and
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:guilabel:`Email Template`.
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.. image:: refuse_applicant/refuse-pop-up.png
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:align: center
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:alt: The Refuse Reason pop-up window that appears when refusing an applicant.
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The applicant's email address automatically populates the :guilabel:`Send Email` field; additional
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@@ -124,7 +121,6 @@ refusal email is sent to the applicant, and a red :guilabel:`Refused` banner app
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applicant's card in the top-right corner.
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.. image:: refuse_applicant/refuse.png
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:align: center
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:alt: An applicant's card with the refused banner appearing in the top-right corner in red.
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View refused applicants
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@@ -134,11 +130,14 @@ After refusal, the applicant's card is no longer visible in the job position's K
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it is still possible to view applicants who have been refused.
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To view only the refused applicants, go to :menuselection:`Recruitment app --> Applications --> By
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Job Positions`, or :menuselection:`Recruitment app --> Applications --> All Applications`.
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Job Positions`, or :menuselection:`Recruitment app --> Applications --> All Applications`. Both
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methods navigate to the :guilabel:`Applications` dashboard, the only difference is :guilabel:`By Job
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Positions` displays applicants in a Kanban view, while :guilabel:`All Applications` displays
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applicants in a list view.
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On the :guilabel:`Applications` page, click the :icon:`fa-caret-down` :guilabel:`(caret down)`
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button in the :guilabel:`Search...` bar, then click :guilabel:`Refused`, located under the
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:guilabel:`Filters` section.
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On the :guilabel:`Applications` page, click the :icon:`fa-caret-down` :guilabel:`(Toggle Search
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Panel)` button in the search bar, then click :guilabel:`Refused`, located under the
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:icon:`fa-funnel` :guilabel:`Filters` section.
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All applicants that have been refused for the job position appear on the :guilabel:`Applications`
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page for that position, organized by the stage they were in when they were refused.
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