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[IMP] Recruitment: Update recruitment flow
closes #13869 X-original-commit: 2eb1642 Signed-off-by: Lara Martini (larm) <larm@odoo.com>
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content/applications/hr/recruitment/recruitment-flow.rst

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When a prospective employee applies for a job in Odoo, there is a preconfigured process from the
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:ref:`initial inquiry <recruitment/new>` to the :ref:`creating of a new employee
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<recruitment/new-employee>` once hired. The following outlines the default recruitment process for
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Odoo's *Recruitment* application.
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Odoo's **Recruitment** application.
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.. important::
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The following is based on Odoo's default recruitment pipeline. Be advised that if
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:guilabel:`Applications` page, whether submitted online or if the applicant is :doc:`manually
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entered by a recruiter <add-new-applicants>`.
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When the applicant's card is created, Odoo automatically populates the
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:guilabel:`Subject/Application`, the :guilabel:`Applicant's Name`, :guilabel:`Email`, and
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:guilabel:`Mobile` number, on the applicant's card. This information is required when applying for
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a job position, by default.
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The :guilabel:`Candidate`, :guilabel:`Email`, and :guilabel:`Phone` number on the applicant's card
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are filled as soon as it is created. By default, these details are required for every job position.
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.. note::
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If the website application form is modified, different fields may be populated, based on what
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information is requested on the website.
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information is required on the website.
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If the applicant entered any information in the *Short Introduction* section of the online
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application, it populates the :guilabel:`Application Summary` tab at the bottom of the applicant's
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card.
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Anything typed in the *Short Introduction* section appears in the applicant's chatter as an
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:guilabel:`Other Information` note from :guilabel:`OdooBot`.
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Resumé
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------
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If a resumé was attached to the online application, it appears in the :guilabel:`Files` section of
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the chatter, and is also stored in the *Documents* application.
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the chatter, and is also stored in the **Documents** application.
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To find the recruitment documents, navigate to the main :menuselection:`Documents app` dashboard,
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and click the :guilabel:`Recruitment` folder on the left-hand side. All recruitment documents are
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stored within that folder.
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If the :ref:`CV Display <recruitment/cv-display>` option was enabled in the :ref:`Settings
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<recruitment/settings>` of the *Recruitment* app, the resumé appears on the applicant's card, on the
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right-hand side.
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<recruitment/settings>` of the **Recruitment** app, the resumé appears on the applicant's card.
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.. note::
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Depending on the browser zoom level, or size of the browser screen, the resumé may appear below
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the main applicant card information as a PDF link.
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the main applicant card information as a PDF link, or on the right side as an image.
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Send interview
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--------------
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At any point in the hiring process, an interview can be sent to the applicant to obtain more
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information. These interviews are custom-made, and can be formatted in a variety of ways.
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The *Surveys* application is **required** to send interviews to an applicant, so it **must** be
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The **Surveys** application is required to send interviews to an applicant, so it **must** be
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installed.
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Odoo uses the term *interview*, but these can be thought of as questionnaires, surveys, tests,
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To do so, click the empty field next to :guilabel:`Answer deadline`, and a calendar selector
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appears. Use the :icon:`fa-chevron-left` :guilabel:`(left)` and :icon:`fa-chevron-right`
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:guilabel:`(right)` arrows, on either side of the month, to navigate to the desired month. Then,
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click on the desired day to select the date.
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click on the desired day to select the date. Next, select the time the interview is due, in the two
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fields at the bottom of the calendar selector.
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The :guilabel:`Mail Template` field is pre-populated, based on the configuration for the interview.
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A different template can be chosen from the drop-down menu, if desired. If a new template is
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the email pop-up window.
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.. image:: recruitment-flow/send-survey.png
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:align: center
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:alt: Send a custom survey, also referred to as an interview form, to an applicant using a
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pre-configured template.
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preconfigured template.
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.. _recruitment/initial-qualification:
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If an applicant seems to be a good potential candidate, they are moved to the :guilabel:`Initial
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Qualification` stage.
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This stage exists to quickly sort candidates that have potential, from those that do not meet the
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requirements. No automatic actions, such as emails, are set for this stage. This stage simply
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informs the recruitment team to potentially set up a phone call or an interview with the candidate.
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This stage exists to sort candidates that have potential, from those that do not meet the
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requirements. No automatic actions, such as emails, are set for this stage. This stage informs the
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recruitment team to potentially set up a phone call or an interview with the candidate.
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.. note::
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In order to move an applicant's card from one stage to another, the applicant's card can either
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change appears in the chatter, as well.
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.. image:: recruitment-flow/stage-change.png
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:align: center
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:alt: Change the stage of an applicant by clicking on the desired stage at the top of the
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applicant's card.
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the :guilabel:`First Interview` stage on the status bar at the top of the individual applicant's
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card.
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.. image:: recruitment-flow/move.png
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:align: center
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:alt: An applicant's card moves from one stage to another by using the click and drag method.
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.. tip::
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The :guilabel:`First Interview` stage can be modified, so when the applicant's card moves to the
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:guilabel:`First Interview` stage, an email can be automatically sent to the applicant, stating
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an interview is requested. In this pre-configured email template, a link to the recruiting team's
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an interview is requested. In this preconfigured email template, a link to the recruiting team's
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calendar appears, allowing the applicant to schedule their interview.
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:ref:`Edit <recruitment/edit-stage>` the :guilabel:`First Interview` stage, and select the
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