@@ -5,7 +5,7 @@ Recruitment flow
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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,
@@ -115,7 +111,8 @@ If the emailed interview must be completed by a specific date, enter that date i
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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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@@ -137,9 +133,9 @@ 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
@@ -154,7 +150,6 @@ informs the recruitment team to potentially set up a phone call or an interview
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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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@@ -174,14 +169,10 @@ Alternatively, open the desired applicant's card from the :guilabel:`Application
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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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-
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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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