diff --git a/content/applications/hr/recruitment/new_job.rst b/content/applications/hr/recruitment/new_job.rst index 07c740e02b..e7315a3c00 100644 --- a/content/applications/hr/recruitment/new_job.rst +++ b/content/applications/hr/recruitment/new_job.rst @@ -2,23 +2,22 @@ Job positions ============= -In Odoo *Recruitment*, all job positions are shown on the default dashboard in the *Recruitment* -app. This includes positions that are being actively recruited for, as well as inactive positions. +In Odoo's **Recruitment** application, all job positions are shown on the default dashboard in the +**Recruitment** app, which includes both active and inactive positions. Each job position is shown in an individual Kanban card. If the job position is active, and -candidates can apply, a :guilabel:`Published` banner appears in the top-right corner of the card. +candidates can apply, a :guilabel:`PUBLISHED` banner appears in the top-right corner of the card. View submitted applications by clicking anywhere on a job position card. .. image:: new_job/jobs.png - :align: center :alt: Main dashboard view of Recruitment app showing all job positions. Create a new job position ========================= -To create a new job position from the main dashboard in the *Recruitment* app, click the -:guilabel:`New` button in the top-left corner, and a :guilabel:`Create a Job Position` modal +To create a new job position from the main dashboard in the **Recruitment** app, click the +:guilabel:`New` button in the top-left corner, and a :guilabel:`Create a Job Position` pop-up window appears. First, enter the name of the :guilabel:`Job Position` (such as `Sales Manager`, `Mechanical @@ -33,76 +32,122 @@ When complete, click the :guilabel:`Create` button to save the entry, or the :gu button to delete it. .. image:: new_job/job-title.png - :align: center :alt: Create a new job position. Once the job position has been created, it appears as a card in the Kanban view on the main -*Recruitment* app dashboard. +**Recruitment** app dashboard. .. _recruitment/new_job_position/edit: Edit a new job position ----------------------- -After the job position is created, it's time to enter the details for the position. Click on the -:guilabel:`⋮ (three dots)` icon in the upper-right corner of the relevant card to reveal several -options, and then click :guilabel:`Configuration` to edit the details. +After the job position is created, it is time to enter the details for the position. Click on the +:icon:`fa-ellipsis-v` :guilabel:`(Dropdown menu)` icon in the upper-right corner of the relevant +card to reveal several options, and then click :guilabel:`Configuration` to edit the details. .. image:: new_job/edit-job.png - :align: center :alt: Edit the job position card. +.. note:: + The top-right corner of the card has a toggle to publish the job position to the website. If the + job position is published, a green :guilabel:`Published` toggle is visible. If the job position + is *not* published a gray :guilabel:`Not Published` toggle appears. Click the toggle to publish + or unpublish the job position. + +Recruitment tab +~~~~~~~~~~~~~~~ + All the basic information about the job position is listed under the :guilabel:`Recruitment` tab. None of the fields are required, but it is important to configure and populate the -:guilabel:`Department`, :guilabel:`Location`, :guilabel:`Employment Type`, and :guilabel:`Job -Summary` fields, as they are all visible to prospective applicants on the website. +:guilabel:`Department`, :guilabel:`Job Location`, :guilabel:`Employment Type` fields, and the +:guilabel:`Job Summary` tab, as they are all visible to prospective applicants on the website. + +.. note:: + Some fields listed below may not appear depending on the database configuration and other + installed applications. The fields can be filled out as follows: -- :guilabel:`Department`: select the relevant department for the job position. This is visible on +- :guilabel:`Department`: Select the relevant department for the job position. This is visible on the website. -- :guilabel:`Job Location`: select the physical address for the job. If the job position is remote, +- :guilabel:`Job Location`: Select the physical address for the job. If the job position is remote, leave this field blank. This is visible on the website. -- :guilabel:`Email Alias`: enter an email address to which applicants can send a resumé. Once - emailed, Odoo automatically creates an application for them. +- :guilabel:`Industry`: Select the relevant industry the job position falls under. This field + corresponds to the industries on job boards. Odoo comes with 86 preconfigured industries. It is + *not* recommended to add a new industry, as it may hide the job position during some searched on + the various job boards. +- :guilabel:`Email Alias`: Enter an email address to which applicants can send a resumé. Once + emailed, Odoo automatically creates an application for them. If an email was entered when creating + the job position, this field is populated. - :guilabel:`Employment Type`: select what type of position the job is, using the drop-down menu. The default options are :guilabel:`Permanent`, :guilabel:`Temporary`, :guilabel:`Seasonal`, - :guilabel:`Interim`, :guilabel:`Full-Time`, and :guilabel:`Part-Time`. This is visible on the - website. -- :guilabel:`Company`: select the company the job is for. This field only appears if using a + :guilabel:`Full-Time`, :guilabel:`Intern`, :guilabel:`Student`, :guilabel:`Apprenticeship`, + :guilabel:`Thesis`, :guilabel:`Statutory`, and :guilabel:`Employee`. Depending on the installed + localization, other options may be available. This is visible on the website. +- :guilabel:`Working Schedule`: Select the working schedule for the job position. Odoo provides one + working schedule by default, :guilabel:`Standard 40 hours/week`, but all working schedules in the + database are available. +- :guilabel:`Salary Range`: Enter both the minimum and maximum salaries offered for the position in + the two fields. Then, set the last field to the time-frame for the salary range. The default + options are :guilabel:`Hour`, :guilabel:`Day`, :guilabel:`Week`, :guilabel:`Bi-Week`, + :guilabel:`Month`, and :guilabel:`Year`. +- :guilabel:`Expected Skills`: Select all the desired skills for the job position, using the + drop-down menu. The skills presented are :ref:`configured in the Employees app + `. +- :guilabel:`Company`: Select the company the job is for. This field only appears if using a multi-company database. -- :guilabel:`Target`: enter the number of employees to be hired for this position. -- :guilabel:`Is Published`: activate this option to publish the job online. -- :guilabel:`Website`: select the website the job is published on. -- :guilabel:`Recruiter`: select the person responsible for recruiting this role. -- :guilabel:`Interviewers`: select who should perform the interviews. Multiple people can be +- :guilabel:`Mission Dates`: Using the calendar selector, set the start date for the job position. + If the job is temporary and has a specific end date, set the end date in the second field. +- :guilabel:`Target`: Enter the number of employees to be hired for this position. +- :guilabel:`Website`: Select the website the job is published on. +- :guilabel:`Recruiter`: Select the person responsible for recruiting this role. +- :guilabel:`Interviewers`: Select who should perform the interviews. Multiple people can be selected. - :guilabel:`Interview Form`: select an :ref:`Interview form ` that applicants fill out prior to their interview. -- :guilabel:`Contract Template`: select a contract template to be used when offering the job to a +- :guilabel:`Contract Template`: Select a contract template to be used when offering the job to a candidate. -- :guilabel:`Process Details` section: this section contains information that is displayed online - for the job position. This informs the applicants of the timeline and steps for the recruitment - process, so they know when to expect a reply. - - :guilabel:`Time to Answer`: enter the number of days before the applicant is contacted. - - :guilabel:`Process`: enter the various stages the candidate goes through during the recruitment - process. - - :guilabel:`Days to get an Offer`: enter the number of days before the applicant should expect - an offer after the recruitment process has ended. +.. image:: new_job/recruitment-tab.png + :alt: The job information details in the Recruitment tab. + +Job summary tab +~~~~~~~~~~~~~~~ + +Enter the job description in the :guilabel:`Job Summary` tab. This description is visible on the +website. + +.. image:: new_job/job-summary.png + :alt: The summary of the position in the Job Summary tab. + +Application info tab +~~~~~~~~~~~~~~~~~~~~ + +The :guilabel:`Process Details` section of the :guilabel:`Application Info` tab contains information +that is displayed online for the job position. This informs the applicants of the timeline and steps +for the recruitment process, so they know when to expect a reply. + +The following fields are populated by default, but can be modified to suit the recruitment timeline +of the business: + +- :guilabel:`Time to Answer`: Enter the number of days before the applicant is contacted. + :guilabel:`2 open days` populates this field by default. +- :guilabel:`Process`: Enter the various stages the candidate goes through during the recruitment + process. By default, two process steps are visible: :guilabel:`1 Phone Call` and :guilabel:`1 + Onsite Interview`. +- :guilabel:`Days to get an Offer`: Enter the number of days before the applicant should expect an + offer after the recruitment process has ended. The default is :guilabel:`4 Days after Interview`. + +.. image:: new_job/app-info.png + :alt: Enter job information details in the recruitment tab. .. note:: The :guilabel:`Process Details` section is a text field. All answers are typed in rather than selected from a drop-down menu. The text is displayed on the website exactly as it appears in this tab. -Finally, enter the job description in the :guilabel:`Job Summary` tab. - -.. image:: new_job/recruitment-tab.png - :align: center - :alt: Enter job information details in the recruitment tab. - .. _recruitment/interview: Create interview form @@ -117,22 +162,21 @@ Before creating an interview form, ensure the proper settings are enabled. Navig :guilabel:`Recruitment Process` section, ensure the :guilabel:`Send Interview Survey` option is enabled. -Since there are no pre-configured forms in Odoo, all interview forms must be created. To create an +Since there are no preconfigured forms in Odoo, all interview forms must be created. To create an interview form, start from the :guilabel:`Recruitment` tab of the :guilabel:`Job Position` form. In the :guilabel:`Interview Form` field, enter a name for the new interview form. As the name is typed, several options populate beneath the entry: :guilabel:`Create (interview form name)`, :guilabel:`Search More...`, and :guilabel:`Create and edit...`. Click :guilabel:`Create and edit...` -and a :guilabel:`Create Interview Form` modal appears. +and a :guilabel:`Create Interview Form` pop-up window appears. .. image:: new_job/blank-interview-form.png - :align: center - :alt: The blank interview form modal. + :alt: The blank interview form pop-up window. .. note:: The option :guilabel:`Search More...` only appears if there are any interview forms already created. If no interview forms exist, the only options available are :guilabel:`Create (interview form name)`, and :guilabel:`Create and edit...`. -Proceed to fill out the modal interview form as a typical survey. For specific directions on how to -create a survey, refer to the :doc:`survey essentials <../../marketing/surveys/create>` document, -which provides step-by-step instructions on how to create and configure a survey. +Proceed to fill out the interview form pop-up window as a typical survey. 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