diff --git a/content/applications/hr/recruitment/recruitment-flow.rst b/content/applications/hr/recruitment/recruitment-flow.rst index a32594dc65..675c6061e1 100644 --- a/content/applications/hr/recruitment/recruitment-flow.rst +++ b/content/applications/hr/recruitment/recruitment-flow.rst @@ -5,7 +5,7 @@ Recruitment flow When a prospective employee applies for a job in Odoo, there is a preconfigured process from the :ref:`initial inquiry ` to the :ref:`creating of a new employee ` once hired. The following outlines the default recruitment process for -Odoo's *Recruitment* application. +Odoo's **Recruitment** application. .. important:: The following is based on Odoo's default recruitment pipeline. Be advised that if @@ -21,32 +21,31 @@ At the start of the process, all applicants appear in the :guilabel:`New` stage :guilabel:`Applications` page, whether submitted online or if the applicant is :doc:`manually entered by a recruiter `. -When the applicant's card is created, Odoo automatically populates the -:guilabel:`Subject/Application`, the :guilabel:`Applicant's Name`, :guilabel:`Email`, and -:guilabel:`Mobile` number, on the applicant's card. This information is required when applying for -a job position, by default. +When the applicant's card is created, Odoo automatically populates the :guilabel:`Candidate`, +:guilabel:`Email`, and :guilabel:`Phone` number, on the applicant's card. This information is +required when applying for a job position, by default. .. note:: If the website application form is modified, different fields may be populated, based on what - information is requested on the website. + information is required on the website. If the applicant entered any information in the *Short Introduction* section of the online -application, it populates the :guilabel:`Application Summary` tab at the bottom of the applicant's -card. +application, it populates the chatter at the bottom of the applicant's record, as a note from +:guilabel:`OdooBot`, with a headline of `Other Information`. Resumé ------ If a resumé was attached to the online application, it appears in the :guilabel:`Files` section of -the chatter, and is also stored in the *Documents* application. +the chatter, and is also stored in the **Documents** application. To find the recruitment documents, navigate to the main :menuselection:`Documents app` dashboard, and click the :guilabel:`Recruitment` folder on the left-hand side. All recruitment documents are stored within that folder. If the :ref:`CV Display ` option was enabled in the :ref:`Settings -` of the *Recruitment* app, the resumé appears on the applicant's card, on the -right-hand side. +` of the **Recruitment** app, the resumé appears on the applicant's card, on +the right-hand side. .. note:: Depending on the browser zoom level, or size of the browser screen, the resumé may appear below @@ -58,7 +57,7 @@ Send interview At any point in the hiring process, an interview can be sent to the applicant to obtain more information. These interviews are custom-made, and can be formatted in a variety of ways. -The *Surveys* application is **required** to send interviews to an applicant, so it **must** be +The **Surveys** application is **required** to send interviews to an applicant, so it **must** be installed. Odoo uses the term *interview*, but these can be thought of as questionnaires, surveys, tests, @@ -115,7 +114,8 @@ If the emailed interview must be completed by a specific date, enter that date i To do so, click the empty field next to :guilabel:`Answer deadline`, and a calendar selector appears. Use the :icon:`fa-chevron-left` :guilabel:`(left)` and :icon:`fa-chevron-right` :guilabel:`(right)` arrows, on either side of the month, to navigate to the desired month. Then, -click on the desired day to select the date. +click on the desired day to select the date. Next, select the time the interview is due, in the two +fields at the bottom of the calendar selector. The :guilabel:`Mail Template` field is pre-populated, based on the configuration for the interview. A different template can be chosen from the drop-down menu, if desired. If a new template is @@ -125,9 +125,8 @@ To send the email with the interview link to the applicant, click :guilabel:`Sen the email pop-up window. .. image:: recruitment-flow/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. .. _recruitment/initial-qualification: @@ -137,9 +136,9 @@ Initial qualification If an applicant seems to be a good potential candidate, they are moved to the :guilabel:`Initial Qualification` stage. -This stage exists to quickly sort candidates that have potential, from those that do not meet the -requirements. No automatic actions, such as emails, are set for this stage. This stage simply -informs the recruitment team to potentially set up a phone call or an interview with the candidate. +This stage exists to sort candidates that have potential, from those that do not meet the +requirements. No automatic actions, such as emails, are set for this stage. This stage informs the +recruitment team to potentially set up a phone call or an interview with the candidate. .. note:: In order to move an applicant's card from one stage to another, the applicant's card can either @@ -154,7 +153,6 @@ informs the recruitment team to potentially set up a phone call or an interview change appears in the chatter, as well. .. image:: recruitment-flow/stage-change.png - :align: center :alt: Change the stage of an applicant by clicking on the desired stage at the top of the applicant's card. @@ -174,14 +172,10 @@ Alternatively, open the desired applicant's card from the :guilabel:`Application the :guilabel:`First Interview` stage on the status bar at the top of the individual applicant's card. -.. image:: recruitment-flow/move.png - :align: center - :alt: An applicant's card moves from one stage to another by using the click and drag method. - .. tip:: The :guilabel:`First Interview` stage can be modified, so when the applicant's card moves to the :guilabel:`First Interview` stage, an email can be automatically sent to the applicant, stating - an interview is requested. In this pre-configured email template, a link to the recruiting team's + an interview is requested. In this preconfigured email template, a link to the recruiting team's calendar appears, allowing the applicant to schedule their interview. :ref:`Edit ` the :guilabel:`First Interview` stage, and select the diff --git a/content/applications/hr/recruitment/recruitment-flow/move.png b/content/applications/hr/recruitment/recruitment-flow/move.png deleted file mode 100644 index e1b51993b6..0000000000 Binary files a/content/applications/hr/recruitment/recruitment-flow/move.png and /dev/null differ diff --git a/content/applications/hr/recruitment/recruitment-flow/send-survey.png b/content/applications/hr/recruitment/recruitment-flow/send-survey.png index d78efc02ef..06bd4eeab8 100644 Binary files a/content/applications/hr/recruitment/recruitment-flow/send-survey.png and b/content/applications/hr/recruitment/recruitment-flow/send-survey.png differ diff --git a/content/applications/hr/recruitment/recruitment-flow/stage-change.png b/content/applications/hr/recruitment/recruitment-flow/stage-change.png index 3f7e1462a6..32ce7b2582 100644 Binary files a/content/applications/hr/recruitment/recruitment-flow/stage-change.png and b/content/applications/hr/recruitment/recruitment-flow/stage-change.png differ