[IMP] Recruitment: Update add new applicants

X edited per FEKU

closes #13781

X-original-commit: e45a6dc
Signed-off-by: Samuel Lieber (sali) <[email protected]>
Signed-off-by: Lara Martini (larm) <[email protected]>

Author: larm-odoo

content/applications/hr/recruitment/add-new-applicants.rst

@@ -3,168 +3,185 @@ Add new applicants
 ==================
 
 Once an applicant submits an application, either using the online application, or emailing a job
-position alias, an applicant card is automatically created in the *Recruitment* application.
+position alias, an applicant card is automatically created in the **Recruitment** application.
 
 However, in some instances, applicants may need to be created manually in the database. This could
 be necessary if, for example, a company accepts paper applications in the mail, or is meeting
 prospective applicants at an in-person job fair.
 
 To view current applicants, navigate to the :menuselection:`Recruitment` app, then click the desired
-job position card. Doing so reveals the :guilabel:`Applications` page, which displays all
-applicants for that specific role, in a default Kanban view, organized by stage.
+job position card. Doing so reveals the :guilabel:`Applications` page, which displays all applicants
+for that specific role, in a default Kanban view, organized by stage.
 
 Add new applicants from a job position's :guilabel:`Applications` page by using either: the
-:ref:`New <recruitment/create-new-applicant>` button or the :ref:`quick add
-<recruitment/quick-add-applicant>` button.
+:ref:`quick add <recruitment/quick-add-applicant>` button, or the :ref:`New
+<recruitment/create-new-applicant>` button.
 
 .. _recruitment/quick-add-applicant:
 
 Quick add
 =========
 
-On the :guilabel:`Applications` page, click the on the quick add button, represented by a small
-:icon:`fa-plus` :guilabel:`(plus)` icon in the top-right corner of each stage to quickly add a new
+On the :guilabel:`Applications` page, click the quick add button, represented by a small
+:icon:`fa-plus` :guilabel:`(plus)` icon in the top-right corner of each stage, to add a new
 applicant to that stage.
 
 Enter the following information on the card:
 
-- :guilabel:`Subject/Application`: enter the title for the card. Typically, this is the applicant's
-  name, and job position being applied to. For example: `Laura Smith - HR Manager`. The text entered
-  in this field is **not** visible in the Kanban view of the :guilabel:`Applications` page, unless
-  the :guilabel:`Applicant's Name` field is left blank.
-- :guilabel:`Applicant's Name`: enter the applicant's name. Displays as the card title in the
-  Kanban view of the :guilabel:`Applications` page.
-- :guilabel:`Email`: enter the applicant's email address.
-- :guilabel:`Applied Job`: the current job position populates this field. If needed, the job
+- :guilabel:`Candidate`: Select the applicant from the drop-down menu. Displays as the card title in
+  the Kanban view of the :guilabel:`Applications` page. If the candidate is *not* in the system
+  (from a previous application, or is a current employee), after entering the applicant's name,
+  click :guilabel:`Create "(candidate)"`.
+- :guilabel:`Job Position`: The current job position populates this field. If needed, the job
   position can be changed by selecting a different position from the drop-down menu. If a different
   job position is selected, after the card is created, the card appears on the
   :guilabel:`Applications` page for that newly-selected job position.
 
 After the information is entered, click :guilabel:`Add`. The applicant appears in the list, and a
 new blank applicant card appears.
 
-If preferred, after entering the :guilabel:`Applicant's Name` in the Kanban card that appears, click
+If preferred, after entering the :guilabel:`Candidate` in the Kanban card that appears, click
 :guilabel:`Edit`, and a detailed applicant form loads. Refer to the :ref:`New applicant form
 <recruitment/applicant-details>` section for details about filling out the form.
 
 When doing a quick add, clicking away from an empty card, or clicking the :icon:`fa-trash-o`
 (:guilabel:`trash`) icon, discards the applicant.
 
 .. image:: add-new-applicants/quick-add.png
-   :align: center
    :alt: All the fields for a new applicant form entered when using the Quick Add option.
 
 .. _recruitment/create-new-applicant:
 
 New applicant form
 ==================
 
-On the new applicant form, the :guilabel:`Subject / Application` field is populated with the
-pre-selected job position, by default. Certain fields on the applicant card may also be
-pre-populated, depending on how the job position is configured. Typically, the :guilabel:`Job`
-section, as well as the :guilabel:`Recruiter` field, are pre-populated.
+On the :guilabel:`Applications` page, click the :guilabel:`New` button in the top-left corner, and a
+blank application form loads.
+
+On the new application form, the :guilabel:`Job Position` and :guilabel:`Recruiter` fields are
+populated according to the job position configurations, by default. Additionally, the
+:guilabel:`Department` and :guilabel:`Company` fields in the :guilabel:`Details` tab may also be
+populated, if those details are configured on the job position.
 
 Complete the fields in the following sections on the new applicant form.
 
 .. note::
    Depending on installed applications and configurations, some fields may **not** be displayed.
 
-.. image:: add-new-applicants/new-applicant.png
-   :align: center
-   :alt: All the fields for a new applicant form entered.
-
 .. _recruitment/applicant-details:
 
-Applicant section
+Candidate section
 -----------------
 
-- :guilabel:`Subject/Application Name`: this is the **only** required field. Enter the title for the
-  card in this field. Typically, this is the applicant's name, and the job position being applied
-  to. For example: `John Smith - Experienced Developer`. This field is **not** visible in the Kanban
-  view of the :guilabel:`Applications` page, unless the :guilabel:`Applicant's Name` is left blank.
-- :guilabel:`Applicant's Name`: enter the applicant's name. This field is displayed as the card
-  title in the Kanban view of the :guilabel:`Applications` page.
-- :guilabel:`Email`: enter the applicant's email address.
-- :guilabel:`Phone`: enter the applicant's phone number.
-- :guilabel:`Mobile`: enter the applicant's mobile number.
-- :guilabel:`LinkedIn Profile`: enter the web address for the applicant's personal profile on
+- :guilabel:`Evaluation`: Represents a rating for the applicant: one star (:icon:`fa-star`
+  :icon:`fa-star-o` :icon:`fa-star-o`) is :guilabel:`Good`, two stars (:icon:`fa-star`
+  :icon:`fa-star` :icon:`fa-star-o`) is :guilabel:`Very Good`, and three stars (:icon:`fa-star`
+  :icon:`fa-star` :icon:`fa-star`)is :guilabel:`Excellent.`
+- :guilabel:`Candidate`: Enter the applicant's name. This field is displayed as the card title in
+  the Kanban view of the :guilabel:`Applications` page. This is the **only** required field on the
+  form.
+- :guilabel:`Email`: Enter the applicant's email address.
+- :guilabel:`Phone`: Enter the applicant's phone number.
+- :guilabel:`LinkedIn Profile`: Enter the web address for the applicant's personal profile on
   LinkedIn.
-- :guilabel:`Degree`: select the applicant's highest level of education from the drop-down menu.
+- :guilabel:`Job Position`: Select the job position the applicant is applying for. This field is
+  populated by default, but can be changed if necessary.
+- :guilabel:`Recruiter`: Select the user responsible for the entire recruitment process for the job
+  position.
+- :guilabel:`Interviewers`: Using the drop-down menu, select the people to conduct the interviews.
+  The selected people **must** have either *recruiter* or *officer* rights configured for the
+  **Recruitment** application to appear in the drop-down list. Refer to the :doc:`Access rights
+  <../../general/users/access_rights>` documentation for more information.
+- :guilabel:`Tags`: Select as many tags as desired from the drop-down menu. To add a tag that does
+  not exist, type in the tag name, then click :guilabel:`Create "new tag"` from the resulting
+  drop-down menu.
+
+.. image:: add-new-applicants/new-applicant.png
+   :alt: All the fields of the Candidate section for a new applicant form entered.
+
+Notes tab
+---------
+
+Enter any notes regarding the applicant in this tab. These notes are only visible internally, with
+users that have the proper access rights.
+
+Details tab
+-----------
+
+The :guilabel:`Details` tab houses various information regarding the applicant and the job position.
+
+Applicant section
+~~~~~~~~~~~~~~~~~
+
+Enter the following information in the respective fields:
+
+- :guilabel:`Degree`: Select the applicant's highest level of education from the drop-down menu.
   Options are: :guilabel:`Graduate`, :guilabel:`Bachelor Degree`, :guilabel:`Master Degree`, or
   :guilabel:`Doctoral Degree`. The :guilabel:`Graduate` option indicates the applicant graduated at
   the highest level of school before a Bachelor's degree, such as a high school or secondary school
   diploma, depending on the country.
-- :guilabel:`Interviewers`: using the drop-down menu, select the people to conduct the interviews.
-  The selected people **must** have either *recruiter* or *officer* rights configured for the
-  *Recruitment* application to appear in the drop-down list. Refer to the :doc:`Access rights
-  <../../general/users/access_rights>` documentation for more information.
-- :guilabel:`Recruiter`: select the user responsible for the entire recruitment process for the job
-  position.
-- :guilabel:`Evaluation`: represents a rating for the applicant: one star (:icon:`fa-star`
-  :icon:`fa-star-o` :icon:`fa-star-o`) is :guilabel:`Good`, two stars (:icon:`fa-star`
-  :icon:`fa-star` :icon:`fa-star-o`) is :guilabel:`Very Good`, and three stars (:icon:`fa-star`
-  :icon:`fa-star` :icon:`fa-star`)is :guilabel:`Excellent.`
-- :guilabel:`Source`: using the drop-down menu, select where the applicant learned about the job
-  position. The following options come pre-configured in Odoo: :guilabel:`Search engine`,
-  :guilabel:`Lead Recall`, :guilabel:`Newsletter`, :guilabel:`Facebook`, :guilabel:`Twitter`,
-  :guilabel:`LinkedIn`, :guilabel:`Monster`, :guilabel:`Glassdoor`, and :guilabel:`Craigslist`. To
-  add a new :guilabel:`Source`, type in the source, then click :guilabel:`Create "(new source)"`.
-- :guilabel:`Medium`: using the drop-down menu, specify how the job listing was found. The
-  pre-configured options are: :guilabel:`Banner`, :guilabel:`Direct`, :guilabel:`Email`,
-  :guilabel:`Facebook`, :guilabel:`Google Adwords`, :guilabel:`LinkedIn`, :guilabel:`Phone`,
-  :guilabel:`Television`, :guilabel:`Twitter` (now known as "X"), or :guilabel:`Website`. To add a
-  new :guilabel:`Medium`, type in the medium, then click :guilabel:`Create "(new medium)"`.
-- :guilabel:`Referred By User`: if referral points are to be earned for this job position in the
-  *Referrals* application, select the user who referred the applicant from the drop-down menu. The
-  *Referrals* application **must** be installed for this field to appear.
-- :guilabel:`Availability`: select the available start date for the applicant. To select a date,
+- :guilabel:`Availability`: Select the available start date for the applicant. To select a date,
   click on the field to reveal a popover calendar. Use the :icon:`fa-angle-left` :guilabel:`(left)`
   and :icon:`fa-angle-right` :guilabel:`(right)` arrows on either side of the month to navigate to
   the desired month, then click the desired date. Leaving this field blank indicates the applicant
   can start immediately.
-- :guilabel:`Tags`: select as many tags as desired from the drop-down menu. To add a tag that does
-  not exist, type in the tag name, then click :guilabel:`Create "new tag"` from the resulting
-  drop-down menu.
+
+Salary package section
+~~~~~~~~~~~~~~~~~~~~~~
+
+Configure both the offered and proposed salary and benefits in this section. Fill out the following
+fields:
+
+- :guilabel:`Expected`: Enter the amount the applicant is requesting in this field. The number
+  should be in a `XX,XXX.XX` format. The currency is determined by the localization setting for the
+  company.
+- :guilabel:`Other Benefits`: If any benefits are requested by the applicant, enter them in the
+  blank :guilabel:`Other Benefits` text field to the right of the :guilabel:`Expected` salary field.
+  The benefits should be short and descriptive, such as `4 Weeks Vacation` or `Dental Plan`.
+- :guilabel:`Proposed`: Enter the amount to be offered to the applicant for the role in this field.
+  The number should be in a `XX,XXX.XX` format.
+- :guilabel:`Other Benefits`: If any benefits are offered to the applicant, enter them in the
+  :guilabel:`Other Benefits` text field to the right of the :guilabel:`Proposed` field. The benefits
+  should be short and descriptive, such as `Unlimited Sick Time` or `Health Insurance`.
 
 Job section
------------
+~~~~~~~~~~~
 
-The following fields are pre-populated when creating a new applicant, as long as these field are
+The following fields are pre-populated when creating a new applicant, as long as these fields are
 specified on the job position form. Editing the fields is possible, if desired.
 
-- :guilabel:`Applied Job`: select the job position the applicant is applying to from the drop-down
-  menu.
 - :guilabel:`Department`: select the department the job position falls under from the drop-down
   menu.
 - :guilabel:`Company`: select the company the job position is for using the drop-down menu. This
   field **only** appears when in a multi-company database.
 
-Contract section
-----------------
-
-- :guilabel:`Expected Salary`: enter the amount the applicant is requesting in this field. The
-  number should be in a `XX,XXX.XX` format. The currency is determined by the localization setting
-  for the company.
+Sourcing section
+~~~~~~~~~~~~~~~~
 
-  - :guilabel:`Extra advantages...`: if any extra advantages are requested by the applicant, enter
-    it in the :guilabel:`Extra advantages...` field to the right of the :guilabel:`Expected Salary`
-    field. This should be short and descriptive, such as `1 week extra vacation` or `dental plan`.
+This section houses the details regarding the way the applicant applied for the job position. This
+information is necessary for :doc:`employee referrals <../referrals>`, and allows for reporting on
+the channels with the highest applicant generation.
 
-- :guilabel:`Proposed Salary`: enter the amount to be offered to the applicant for the role in this
-  field. The number should be in a `XX,XXX.XX` format.
-
-  - :guilabel:`Extra advantages...`: if any extra advantages are offered to the applicant, enter it
-    in the :guilabel:`Extra advantages...` field to the right of the :guilabel:`Proposed Salary`
-    field. This should be short and descriptive, such as `unlimited sick time` or `retirement plan`.
-
-Application Summary tab
------------------------
+- :guilabel:`Source`: Using the drop-down menu, select where the applicant learned about the job
+  position. The following options come preconfigured in Odoo: :guilabel:`Search engine`,
+  :guilabel:`Lead Recall`, :guilabel:`Newsletter`, :guilabel:`Facebook`, :guilabel:`X`,
+  :guilabel:`LinkedIn`, :guilabel:`Monster`, :guilabel:`Glassdoor`, and :guilabel:`Craigslist`. To
+  add a new :guilabel:`Source`, type in the source, then click :guilabel:`Create "(new source)"`.
+- :guilabel:`Medium`: Using the drop-down menu, specify how the job listing was found. The
+  preconfigured options are: :guilabel:`Banner`, :guilabel:`Direct`, :guilabel:`Email`,
+  :guilabel:`Facebook`, :guilabel:`Google Adwords`, :guilabel:`LinkedIn`, :guilabel:`Phone`,
+  :guilabel:`SMS`, :guilabel:`Television`, :guilabel:`Website`, :guilabel:`X` (formerly "Twitter"),
+  or :guilabel:`[Push Notifications] (website name)`. To add a new :guilabel:`Medium`, type in the
+  medium, then click :guilabel:`Create "(new medium)"`.
+- :guilabel:`Referred By User`: If referral points are to be earned for this job position in the
+  **Referrals** application, select the user who referred the applicant from the drop-down menu. The
+  **Referrals** application **must** be installed for this field to appear.
 
-Any additional details or notes that should be added to the applicant's card can be typed into this
-field.
+.. image:: add-new-applicants/details-tab.png
+   :alt: All the fields of the Details tab for a new applicant form entered.
 
 Skills tab
 ----------
 
-Skills can be added to the applicant's card. For details on adding skills, refer to the
-:ref:`Create new employees <employees/skills>` document.
+Skills can be added to the applicant's card. For details on adding skills, refer to the :ref:`Create
+new employees <employees/skills>` document.