Referencias¶
Odoo’s Referrals application is a centralized place where all information regarding referrals is housed - from points earned, coworkers hired, and rewards selected. Users can recommend people they know for job positions, and then earn referral points as those people progress through the recruitment pipeline. Once enough referral points are earned, they can be exchanged for prizes. The Referrals application integrates with the Employees, Recruitment, and Website applications, all of which must be installed in order for the Referrals application to function.
The only configurations needed for the Referrals application after installation are related to the rewards; everything else is pre-configured when Odoo Referrals is installed.
Users with either Referral User, Officer, or Administrator access rights for the Recruitment application have access to the Referrals application. Only users with Administrator access rights for the Recruitment application have access to the reporting and configurations menus. For more information on users and access rights, refer to these documents: Usuarios and Permisos de acceso.
Incorporación¶
When opening the Referrals application for the first time, a pre-configured onboarding script appears. This is in the form of four slides, each explaining the different parts of the Referrals application. At the top of the dashboard, the following message is displayed throughout all the onboarding slides: GATHER YOUR TEAM! Job Referral Program. Behind this main message is an image, and beneath it some more explanatory text.
Cada una de las diapositivas de capacitación tiene su correspondiente imagen y mensaje que se muestra. Después de leer cada mensaje, haga clic en el botón Siguiente para avanzar a la siguiente diapositiva.
El texto aparece en cada diapositiva como se muestra:
¡Oh no! ¡Los villanos llegaron a la ciudad! Ayúdanos a reclutar a un equipo de superhéroes que nos salven.
Mira los puestos de trabajo que estamos buscando, anúncialas en redes sociales o refiere a tus amigos.
Colecte puntos e intercámbielos por regalos de la tienda.
¡Compite con tus colegas para crear la mejor liga de la justicia!
Nota
The onboarding slides will appear every time the Referrals application is opened, until all the slides have been viewed and the Start Now button has been clicked. If the onboarding is exited at any point, or if the Start Now button has not been clicked, the onboarding slides will begin again when the Referrals application is opened. Once the Start Now button has been clicked, the onboarding slides will not be seen again, and the main dashboard will load when the Referrals application is opened from that point on.
At any point during onboarding, the Skip button may be clicked. This exits the onboarding, and the main Referrals dashboard loads. If Skip is clicked, onboarding slides will not load anymore when opening the Referrals application.
Nota
Si hay algún candidato contratado que el usuario haya referido antes de que usted haya configurado la aplicación de Referencias (lo que significa que las diapositivas de capacitación no han aparecido antes), cuando se hace clic en Empezar ahora al final de la capacitación, en lugar de ir al panel principal, aparece una pantalla contratado.
Modificar las plantillas de capacitación¶
Onboarding slides can be modified if desired. Only users with Administrator rights for the Recruitment application can modify onboarding slides. To edit a slide, navigate to Each line displays the text for the individual onboarding slide. To edit an onboarding slide, click on an individual slide line to open the slide’s onboarding form.
Make any changes to the message in the Text field. A Company may be selected, as well. However, if this field is populated, that slide is only displayed for that particular company.
Nota
The Company field only appears when in a multi-company database.
The image can be modified, as well. Hover over the image thumbnail in the top-right corner of the form. A ✏️ (pencil) icon and 🗑️ (garbage can) icon appear. Click the ✏️ (pencil) icon to change the image. A file navigator window loads. Navigate to the desired image, select it, then click Open. The new image appears in the thumbnail. To delete an image, click the 🗑️ (garbage can) icon, then select a new image using the ✏️ (pencil) icon.
The sequence in which the slides appear can be changed from the Onboarding dashboard. Click the (six small gray boxes) icon to the left of the the slide text, and drag the slide to the desired position.
Ver trabajos¶
Para ver todos los puestos de trabajo que están reclutando candidatos activamente, haga clic en el botón Ver puestos de trabajo del panel principal de Referencias. Esto presenta todas las ofertas de trabajo, con cada oferta individual presentada en su propia tarjeta.
Cada cuadro de puesto de trabajo contiene la siguiente información:
El nombre de este puesto de trabajo. Esta información se recupera del campo Puesto de trabajo del formulario del trabajo.
El número de puestos que se están contratando. Esta información se obtiene del campo Nuevos empleados previstos de la pestaña Contratación del formulario de empleo.
Los puntos que un usuario ganará cuando un postulante solicite el puesto.
La descripción de este puesto de trabajo. Esta información se recupera del campo Puesto de trabajo del formulario del trabajo.
Para ver todos los detalles de un puesto de trabajo, haga clic en el botón Más información del recuadro correspondiente. Esto abre la página web del puesto en una nueva pestaña del navegador. Esto es lo que un candidato ve antes de solicitar un puesto.
Nota
Sólo las ofertas publicadas serán visibles en la aplicación Referidos. Para comprobar qué ofertas están publicadas o no, consulta la documentación Puestos de trabajo.
Referir a amigos¶
Para compartir un puesto de trabajo con alguien, haga clic en el botón Recomendar un amigo de la ficha del puesto de trabajo específico. Aparecerá una ventana emergente preconfigurada Enviar oferta de empleo por correo. Introduzca la dirección de correo electrónico del destinatario en el campo Correo electrónico.
El asunto y el cuerpo del correo se llena con una plantilla predeterminada. Aparecerá el asunto Un trabajo para ti, el cual puede modificar si quiere.
The specific title of the job position will populate the Job Position placeholder in the
email body. The See Job Offer text in the email body is an individualized tracking link to the
specific job position listed on the website. When the prospective employee receives the email, the
link will send them to the job position page, where they can apply for the position, and the person
who referred them is tracked in the Referrals application.
Si quiere, agregue cualquier texto de saludo o despedida al cuerpo del correo. Cuando haya realizado todos los cambios, haga clic en Enviar correo electrónico para enviar el mensaje, o haga clic en Cancelar para cerrar la ventana emergente del correo electrónico.
Compartir un trabajo¶
Other than sending an email, job positions can be shared, via social media platforms, and tracking links to the job position. At the bottom of each job position card are four icons, and corresponding tracking links, that can be used to share the job position, keeping track of applicants in the Referrals application.
Vínculo¶
To share the job position with a customized tracking link, click the Share Now button with the 🔗 (chain) icon inside it. A Link to Share pop-up window appears with the tracking link. Click Copy to copy the link. After the link is copied, click the Close button to close the pop-up window. Next, share the link with the prospective employee.
Facebook¶
To share the job position using Facebook, click the Share Now button with the f (Facebook) icon inside it.
If the user is already logged into Facebook, when the f (Facebook) icon is clicked, a Share on Facebook page loads in a new tab, with the link populated in the main body of the new post in a pop-up window. If the user is not already logged in, a log-in screen loads, instead, prompting the user to log-in to Facebook first.
Type in any additional information to add to the post, then share the job position using the available options in Facebook.
X (formerly Twitter)¶
A job position can also be shared on X (formerly Twitter). Click the Share Now button with the X icon inside it.
If the user is already signed in to X (formerly Twitter), when the Share Now icon is clicked, an X (formerly Twitter) page loads in a new tab with a pre-populated message ready to post, in a draft pop-up window. If the user is not already signed in, a sign-in screen loads instead, prompting the user to sign in to X (formerly Twitter).
El mensaje predeterminado es:
Una increíble oferta laboral para (puesto de trabajo). Obtén más información en (enlace al puesto de trabajo)
Type in any additional information, or make any edits to the message, then share using the available options in X (formerly Twitter).
LinkedIn¶
To share a job position on LinkedIn, click the Share Now button with the in (LinkedIn logo) inside it.
If the user is already logged into LinkedIn, when the Share Now button is clicked, a new tab loads in LinkedIn, with a link to the job position at the top. If the user is not already logged in, a log-in screen loads instead, prompting the user to log-in to LinkedIn first.
The job position can be shared either in a public post, or in a private message to an individual (or group of individuals).
Type in any additional information, or make any edits to the message or post, then share using the available options in LinkedIn.
Escribe un correo electrónico a un amigo¶
Otra forma de compartir oportunidades de empleo es compartir toda la lista actualizada de puestos vacantes en lugar de un puesto cada vez. Para ello, vaya al panel principal de la aplicación Referencias. Haga clic en el botón Enviar correo electrónico a un amigo en la parte inferior de la pantalla. Aparecerá una ventana emergente Enviar oferta de trabajo por correo.
Enter the email address in the Email line. The email can be sent to multiple
recipients, simply enter a comma followed by a single space after each email address. The
Subject is pre-configured with Job for you, but can be edited.
El cuerpo del correo también se llena con un texto preconfigurado. El texto que aparece es:
Hola,
There are some amazing job offers in my company! Have a look, they can be interesting for you:
Ver ofertas de trabajo
The See Job Offers text is a tracking link to a complete list of all job positions currently being recruited for. Add any additional text and make any edits to the message body, if necessary. Then, click Send Mail to send the email. This sends the message, and closes the window.
Referencias contratadas¶
Cuando se contrata a un candidato que el usuario refirió, el usuario «hace que su equipo de superhéroes sea más grande» y se agregará un avatar de superhéroe en el tablero de Referencias.
Después de contratar a un referido, cuando el usuario vuelve a abrir la aplicación Referidos, en lugar del panel principal, se carga una página de contratados, donde aparecerá el texto ¡(Nombre del Referido) ha sido contratado! ¡Elige un avatar para tu nuevo amigo!
Below this message are five avatar thumbnails to choose from. If an avatar has already been assigned to a referral, the thumbnail is grayed out, and the name that the avatar has been chosen for appears beneath the avatar. Click on an available avatar to select it.
If more than one referral was hired since opening the Referrals application, after selecting the first avatar, the user is prompted to select another avatar for the subsequent hired referral. Once all avatars have been selected, the dashboard loads and all the avatars are now visible. Mouse over each avatar and their name is displayed above them.
Modificar amigos¶
Friend avatars are able to be modified in the same manner that levels are modified. Only users with Administrator rights for the Recruitment application can make modifications to friends. The pre-configured friends can be seen and modified by navigating to . Each friend avatar appears in the Dashboard Image column, and the corresponding name appears in the Friend Name column. The default images are a motley group of hero characters, ranging from robots to dogs.
To modify a friend’s dashboard image, thumbnail, name, or position, click on an individual friend to open the referral friend form. Click Edit to make modifications. Type the name in the Friend Name field. The name is solely to differentiate the friends in the configuration menu; the friend’s name is not visible anywhere else in the Referrals application.
La posición puede establecerse como adelante o atrás. Esto determina la posición del amigo en relación con el avatar del superhéroe del usuario. Haga clic en el botón de opción situado junto a la selección deseada y el amigo aparecerá delante o detrás del avatar del usuario cuando se active.
If desired, both the thumbnail Image and the Dashboard Image can be modified. Hover over the image being replaced to reveal a ✏️ (pencil) icon and 🗑️ (garbage can) icon. Click the ✏️ (pencil) icon, and a file explorer window appears. Navigate to the desired image file, then click Open to select it.
The referral friend form automatically saves, but can be saved manually at any time by clicking the Save manually option, represented by a (cloud upload) icon, located in the top-left corner. To cancel any changes made, click the ✖️ (Discard all changes) icon to delete any changes, and revert to the original content.
Advertencia
It is not advised to edit the images. An image file must have a transparent background in order for it to render properly. Only users with knowledge about transparent images should attempt adjusting any images in the Referrals application.
Once an image is changed and the friend is saved, it is not possible to revert to the original image. To revert to the original image, the Referrals application must be uninstalled then reinstalled.
Puntos de referencias¶
The referral program is based on earning points that are then exchanged for rewards. On the main Referrals application dashboard, the top displays a summary of the user’s current points. The left side of the summary displays the total points earned, and the right side displays the points that are available to spend.
Para ver las distintas referencias y los puntos ganados por cada una, haga clic en uno de los botones situados justo debajo de los avatares. Las opciones son Referencias, En proceso y Exitoso.
Sobre el botón En proceso aparece el número actual de referencias que siguen activas en el proceso de selección y que aún no se han contratado o rechazado. El número de referencias que se contrataron aparece encima del botón Exitoso. El número total de referencias (tanto las referencias en curso como las exitosas combinadas) aparece encima del botón Referencias.
Nota
Para ver las referencias asociadas a cada una de las categorías, Referencias, En curso y Exitoso, haga clic en el botón correspondiente. Se mostrarán todas las referencias de esa categoría específica.
Mis referencias¶
Para ver todas las referencias (tanto en curso como exitosas) haga clic en el botón Referencias y aparecerá una ventana Mis referencias. Esta pantalla muestra todas las referencias, con cada una de ellas en su propia tarjeta de referencia.
A successful referral displays a green Hired banner in the top-right corner of the card. Referrals that are in process display a purple In Progress banner in the top-right corner.
Each referral card lists the name of the applicant, the subject/application title (as it appears on the applicant card in the Recruitment app), the name of the job position, the person responsible for filling the role (recruiter), and the points earned. For referrals that have been hired, the selected avatar also appears on the card.
Puntos¶
Los puntos que se pueden obtener por una recomendación son los mismos para todos los puestos de trabajo. A cada etapa del proceso de reclutamiento se le asignan puntos correspondientes. Las etapas enumeradas corresponden a las etapas configuradas en la aplicación Reclutamiento.
En cada tarjeta de referencia individual, debajo de los puntos ganados hay un gráfico de barras que muestra cuántos puntos se han ganado de los puntos totales posibles que se pueden ganar si el solicitante es contratado.
Debajo del gráfico de barras hay una lista de las distintas etapas de contratación y los puntos obtenidos cuando la referencia pasa a esa etapa. Si se ha alcanzado una etapa y se han ganado los puntos, aparece una marca de verificación verde junto a la etapa.
Example
La estructura de puntos pre configurados para referencias es:
Calificación inicial: 1 punto.
Primera entrevista: 20 puntos.
Segunda entrevista: 9 puntos.
Propuesta de contrato: 5 puntos.
Contrato firmado: 50 puntos.
The total points earned for a referral that is hired is 85 points. Modifications of the points earned for each stage are done in the Recruitment application. Refer to the Recruitment documentation to modify the points for each stage.
Recompensas¶
Crear recompensas¶
The rewards are the only configurations needed when setting up the Referrals application. Only users with Administrator rights for the Recruitment application can create or modify rewards. To add rewards, navigate to . Click New, and a reward form loads. Enter the following information on the form:
Product Name: enter the name as it should appear for the reward.
Cost: enter the amount of points required to redeem the reward.
Company: using the drop-down menu, select the company the reward appears for. If a reward is to be used for several companies, each company needs to have a record of the reward, with the company listed on the form. This field only appears if in a multi-company environment.
Gift Responsible: select the person who will be responsible for procuring and delivering the reward to the recipient, using the drop-down menu. This person is alerted when the reward is bought in the Referrals application, so they know when to deliver the reward to the recipient.
Description: type in the description for the reward. This will be visible on the reward card, beneath the title.
Photo: add a photo of the reward, which appears on the rewards page. Hover over the image square, and two icons appear, a ✏️ (pencil) and a 🗑️ (garbage can). Click the ✏️ (pencil) icon, and a file explorer appears. Navigate to the photo file, then click Open to select it.
The only required fields are the Product Name, Company (if applicable), and Description.
Importante
Se recomienda introducir un Costo y añadir una Foto. Si no se introduce un costo, el costo será cero, lo que hará que la recompensa aparezca como gratuita en la tienda de recompensas. Si no se selecciona una foto, se mostrará un icono de marcador de posición en la página de recompensas.
Canjear recompensas¶
To redeem points for a reward, click the Rewards button on the main Referrals dashboard. All the configured rewards are listed in individual reward cards. The points required to purchase the reward is listed in the top-right corner of the card. If the user has enough points to purchase a reward, a 🧺 (basket) Buy button appears at the bottom of the reward card. If they do not have enough points for a reward, the reward card displays You need another (x) points to buy this instead of a buy button.
Click the 🧺 (basket) Buy button on a reward to purchase it. A Confirmation pop-up window appears, asking if the user is sure they want to purchase the reward. Click OK to purchase the item, or Cancel to close the window and cancel the purchase.
Tras hacer clic en De acuerdo, la ventana emergente se cierra y los puntos utilizados para comprar la recompensa se restan de los puntos disponibles del usuario. Las recompensas presentadas se actualizan ahora para reflejar los puntos disponibles actuales del usuario.
Niveles¶
The Referrals application has pre-configured levels that are reflected in the user’s avatar on the Referrals dashboard. As a user refers potential employees and earns points, they can level up, much like in a video game.
Los niveles no impactan el rendimiento de la aplicación. Se usan solo para poder agregar niveles de logros que los participantes quieran obtener, lo que gamifica las referencias para el usuario.
The user’s current level is displayed at the top of the main Referrals application dashboard, directly beneath their photo, in a Level: X format. In addition, a colored ring appears around the user’s photo, indicating how many points the user currently has, and how many additional points they need to level up. The cyan colored portion of the ring represents points earned, while the white colored portion represents the points still needed before they can level up.
Modificar niveles¶
Only users with Administrator rights for the Recruitment application can modify levels. The pre-configured levels can be seen and modified by navigating to . Each avatar appears in the Image column, and the corresponding level number appears in the Level Name column. The default images are of Odoo superheroes, and each level adds an additional element to their avatar, such as capes and shields.
To modify a level’s image, name, or points required to reach the level, click on an individual level in the list to open the level form, then make modifications.
Type in the name (or number) of the level in the Level Name field. What is entered is displayed beneath the user’s photo on the main dashboard when they reach that level. Enter the number of referral points needed to reach that level in the Requirements field. The points needed to level up are the total accumulated points earned over the lifetime of the employee, not additional points from the previous level that must be earned.
If desired, the Image can also be modified. Hover over the image to reveal a ✏️ (pencil) icon and 🗑️ (garbage can) icon. Click the ✏️ (pencil) icon, and a file explorer window appears. Navigate to the desired image file, then click Open to select it.
The level form saves automatically, but can be saved manually at any time by clicking the save manually option, represented by a (cloud upload) icon, located in the top-left corner. To cancel any changes made, click the ✖️ (Discard all changes) icon to delete any changes, and revert to the original content.
Advertencia
It is not advised to edit the images. An image file must have a transparent background in order for it to render properly. Only users with knowledge about transparent images should attempt adjusting any images in the Referrals application.
Once an image is changed and the level is saved, it is not possible to revert to the original image. To revert to the original image, the Referrals application must be uninstalled then reinstalled.
Subir de nivel¶
Ya que se hayan acumulado los puntos suficientes para subir de nivel, el círculo alrededor de la foto del usuario se pintará completo de color azul y una imagen que dice ¡Subió de nivel! aparecerá arriba de la foto, junto con la frase ¡Haga clic para subir de nivel! debajo de la foto de usuario y el nivel actual.
Para que el usuario suba de nivel, debe hacer clic en el gráfico ¡SUBIÓ DE NIVEL!, en la foto del usuario, o en el texto ¡Haga clic para subir de nivel! debajo de la foto del usuario. El avatar del usuario cambia para mostrar el nivel nuevo y el anillo alrededor de la foto se actualizará para mostrar los puntos actuales.
Subir de nivel no le costará puntos al usuario, el usuario solo tiene que ganar la cantidad de puntos requerida.
Nota
Una vez que el usuario haya llegado al nivel más alto posible, seguirán juntando puntos que pueden intercambiar por recompensas, pero ya no podrán subir de nivel. El anillo alrededor de la foto seguirá siendo azul.
Alertas¶
In the Referrals application, it is possible to post a message, also referred to as an alert, at the top of the dashboard to share important information with users. These alerts appear as a thin semi-transparent banner, with the word New! appearing on the far left. The text for the alert is in the center of the banner, and on the far right side is an X.
Alerts appear on the main dashboard for the specified time configured on the individual alert. If a user does not wish to see a specific alert again, click the X in the far right side of the alert. This removes the alert from the dashboard and will not appear again, even when opening the Referrals application for the first time in a new session.
Crear una alerta¶
Only users with Administrator rights for the Recruitment application can create alerts. To add a new alert, navigate to the .
Haga clic en Crear y se cargará una alerta en blanco. Ingrese la siguiente información en el formulario:
Date From: the date the alert starts. On this date, the alert will be visible on the dashboard.
Date To: the date the alert ends. After this date, the alert will be hidden from view.
Company: the current company populates this field by default. To modify the company the alert should be displayed for, select the company from the drop-down menu. If this field remains blank, the alert is visible to everyone with access to the Referrals application. If a company is specified, only user’s within that company (who also have access to the Referrals application) will see the alert. This field only appears when in a multi-company database.
Alert: enter the text for the alert. This message appears inside the alert banner on the main dashboard.
On Click: there are three options for the alert. Click the radio button next to the desired selection. The options are:
Not Clickable: the alert only displays text, there is no link to click.
Go to All Jobs: the alert contains a link that when clicked, navigates to the website with all the currently posted job positions.
Specify URL: the alert contains a link to a specific URL, that when clicked, navigates to that URL. When selected, a URL field appears below the On Click section. Enter the URL in the field.
Reportes¶
Only users with Administrator rights for the Recruitment application have access to the Reporting feature in Referrals. To access the reports, click . The main view is the Reporting Dashboard view, which contains three sections.
En la perte superior de la ventana, el reporte muestra un gráfico de barras de cuántos candidatos referidos se han contratado y cuántos siguen en el flujo de contratación. Los candidatos se dividen por canal, en el que se muestra de dónde vino la referencia, como desde una referencia directa, Facebook, etc. Si el canal no aparece en el reporte, esto indica que no hay referencias provenientes de este canal específico.
La parte de en medio brinda toda la información específica que se ha rastreado. Esto incluye cuántos puntos totales se han ganado en todas las referencias, cuántos candidatos son referencias, se contrataron o se negaron, a cuántos candidatos ha referido el usuario que inició sesión, los puntos totales ganados y cuántos puntos se dan por candidatos rechazados.
La parte de abajo muestra una tabla dinámica que se puede insertar en una hoja de cálculo nueva o existente. Para hacerlo, haga clic en Insertar en hoja de cálculo debajo de la tabla. Aparecerá una ventana emergente en la que tendrá que indicar qué tabla dinámica insertar. Seleccione la hoja de cálculo deseada desde el menú desplegable, o seleccione Nueva hoja de cálculo. Haga clic en Confirmar y se cargará la hoja de cálculo seleccionada ya con la nueva tabla.
Nota
The spreadsheet is stored in the Documents application. This application needs to be installed to use the Insert in Spreadsheet option.