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42 changes: 18 additions & 24 deletions content/applications/hr/recruitment/recruitment-flow.rst
Original file line number Diff line number Diff line change
Expand Up @@ -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 <recruitment/new>` to the :ref:`creating of a new employee
<recruitment/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
Expand All @@ -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 <add-new-applicants>`.

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 <recruitment/cv-display>` option was enabled in the :ref:`Settings
<recruitment/settings>` of the *Recruitment* app, the resumé appears on the applicant's card, on the
right-hand side.
<recruitment/settings>` 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
Expand All @@ -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,
Expand Down Expand Up @@ -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
Expand All @@ -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:

Expand All @@ -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
Expand All @@ -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.

Expand All @@ -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 <recruitment/edit-stage>` the :guilabel:`First Interview` stage, and select the
Expand Down
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