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140 changes: 92 additions & 48 deletions content/applications/hr/recruitment/new_job.rst
Original file line number Diff line number Diff line change
Expand Up @@ -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
Expand All @@ -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
<employees/skills>`.
- :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 <recruitment/interview>` 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
Expand All @@ -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. 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.
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