Werving & Selectie¶
Odoo keeps all job applicants organized with a pre-configured series of steps and stages that each applicant goes through. Each stage has a specific step(s) that should be performed. These range from scheduling a phone call, conducting an interview, or sending a job offer, for example. This process is referred to as the ‘applicant flow.’
When an applicant applies for a job position, an applicant card is automatically created in Odoo’s Recruitment app for that specific job position. As the applicant progresses through the recruitment pipeline, the recruitment team moves their card from one stage to the next.
Stages can be configured so that an email is automatically sent out using a set, pre-configured template as soon as an applicant’s card enters a stage. These automated emails are defined on each stage in the applicant flow.
The applicant flow explained in this document is the default flow in Odoo, and goes through the applicant flow when using the Recruitment application’s default configuration. The applicant flow is able to be modified to suit the specific recruitment flow for any business.
Notitie
The applicant flow with all its stages are universal and applies to all job positions, unless specified. A specific stage can be configured to be job-specific, meaning that specific stage is only visible for that specific job position. Otherwise, if a new stage is created, or an existing stage is modified, those changes are visible on all job positions.
Instellingen¶
Before creating a job position in Odoo, configure the necessary settings for the Recruitment app. To view and edit the settings, navigate to . After any changes are made, click the Save button in the top-left corner to save all the changes.
Job posting¶
The Job Posting section of the Recruitment app settings has only one selection to make. If job positions are to be posted to the company’s website, enable the Online Posting option.
Notitie
The Online Posting is only available if the Website application is also installed.
Recruitment process¶
The Recruitment process section of the settings page specifies what the database can and cannot do during the recruitment process.
Verstuur sollicitatiegespreksenquête¶
Odoo kan een enquête naar een sollicitant sturen om meer informatie over hen te verzamelen. Enquêtes kunnen worden beschouwd als examens of vragenlijsten en kunnen op verschillende manieren worden aangepast om het wervingsteam waardevolle inzichten in de sollicitant te geven.
Schakel de optie Verstuur sollicitatiegespreksenquête in om enquêtes naar sollicitanten te sturen. Zodra ingeschakeld, verschijnt een Sollicitatiegespreksenquête interne link. Klik op de Sollicitatiegespreksenquête link om naar een lijst van alle gemaakte enquêtes te navigeren.
This list includes all surveys that were created in the database, not just surveys used in the Recruitment app. If no surveys have been created, the surveys list displays a No Survey Found message, and presents options to create a survey from several pre-configured survey templates.
Zie ook
For more detailed information about surveys, refer to the survey essentials documentation.
Notitie
Enabling the Send Interview Survey option will install the Surveys application once the settings are saved, if it is not installed already.
SMS verzenden¶
It is possible to send text messages to applicants directly through the Recruitment app. To do so, enable the Send SMS option. This option requires credits to use, which can be obtained by clicking the Buy credits internal link that emerges when the feature is enabled.
Zie ook
For more information, refer to the SMS pricing and FAQs documentation.
CV display¶
When applicants submit an application, one of the default required fields is a resumé, or CV. All resumés are stored in the Documents application, and are accessible on the applicant’s card.
A resumé has the option to appear on the applicant’s form, which can be viewed by clicking on the applicant’s card. The resumé appears on the right-side of the screen. If this is not enabled, the resumé is accessed via a link in the chatter, where it needs to be clicked to expand and view it, or downloaded.
Enable the CV Display option to show the resumé on the applicant’s card by default, and in addition to the document link. When enabled, the resumé appears on the right side of the applicant’s card.
Notitie
For the resumé to appear on the right-side, the browser window must be in full-screen mode (where the browser spans the entire screen).
If the browser window is set to a size smaller than the entire width of the screen (not full-screen), then the resumé does not appear on the right-side. Instead, the resumé appears in the Files section of the chatter, below the applicant’s card.
CV digitization (OCR)¶
When an application is submitted using any of the available methods, such as an online application submission, emailing a resume to the job position alias, or creating an applicant record directly from the database, it is possible to have Odoo extract the applicant’s name, phone number, and email address from the resumé and populate the applicant’s form. To do so, enable the CV Digitization (OCR) option.
Wanneer ingeschakeld, verschijnen er extra opties. Klik op het bijbehorende keuzerondje om een van de volgende opties te selecteren:
Do not digitize: this option turns off resumé digitization.
Digitize on demand only: this option only digitizes resumes when requested. A Digitize document buttons appears on applicant cards. When clicked, the resumé is scanned and the applicant’s card is updated.
Digitize automatically: this option automatically digitizes all resumés when they are submitted.
Beneath these options are two additional links. Click the Buy credits button to purchase credits for CV digitization. Click the View My Services to view a list of all current services, and their remaining credit balances.
Voor meer informatie over documentdigitalisering en IAP’s, raadpleeg de documentatie In-app aankoop (IAP).
Notitie
The Do not digitize option for CV digitization (OCR) at first may seem like a redundancy. It seems to be the same as disabling the CV digitization (OCR) option.
When the CV digitization (OCR) option is enabled, a module is installed so that resumés can be scanned. Disabling this option would uninstall the module.
If at some point, there is a desire to temporarily stop digitizing resumés, the Do not digitize option is selected. The reason this option is available is so that the module is not uninstalled, allowing for digitization to be enabled in the future by selecting one of the other two options.
Salarisconfigurator¶
Bij het versturen van een aanbod aan een sollicitant kan een vervaldatum op het aanbod worden ingesteld. Voer het aantal dagen dat een aanbod geldig is in het veld dagen in. Nadat het ingestelde aantal dagen is verstreken, is het aanbod niet meer beschikbaar als de sollicitant het aanbod niet heeft geaccepteerd.
Kanban-weergave¶
To access the Kanban view for a job position, navigate to the main dashboard, which is the default view when opening the application. All job positions appear on the main dashboard. Click the (#) New Applications smart button on a job position card to navigate to the Kanban view for all the applicants for that particular job position.
Inside the job application, the Kanban stages appear, with all the applicants populated in their respective columns, indicating what stage they are currently in. There are six default stages in Odoo:
De laatste kolom, Contract getekend, is standaard ingeklapt. Ingeklapte kolommen verschijnen grijs en de sollicitanten erin zijn verborgen. Klik ergens op de dunne grijze kolom met de naam van de fase om de ingeklapte fase uit te vouwen en de sollicitantkaarten voor die kolom te bekijken. De kolom vouwt dan uit en toont de sollicitanten.
Elke fase heeft een gekleurde balk onder de naam van de fase, die statusinformatie geeft voor de sollicitanten in die specifieke fase. De statuskleuren zijn:
Groen: de sollicitant is klaar om naar de volgende fase te gaan.
Rood: de sollicitant kan niet naar de volgende fase.
Grijs: de sollicitant is nog bezig in de huidige fase en is nog niet klaar voor de volgende fase en ook niet geblokkeerd.
Stel de status voor elke kaart handmatig in. Klik op het kleine rondje linksonder op de sollicitatiekaart om de status in te stellen. Er verschijnt een pop-upvenster met statussen. Klik op de gewenste status voor de sollicitant. De statuspunt op de sollicitatiekaart en de statusbalk worden bijgewerkt.
Tip
The names for the three status colors (In Progress, Blocked, and Ready for Next Stage)
can be modified, if desired.
Fases aanpassen¶
Stages can be modified, added, or deleted to best meet the needs of the particular hiring steps of a business.
Nieuwe fase¶
Klik op Fase om een nieuwe fase aan te maken. Er verschijnt een nieuwe kolom. Voer de titel voor de nieuwe fase in het veld Fasetitel in en klik op Toevoegen. De nieuwe kolom verschijnt en er kan nog een nieuwe fase worden aangemaakt. Klik ergens op het scherm om het aanmaken van nieuwe fases te verlaten als je geen nieuwe fases meer nodig hebt.
Fase aanpassen¶
To modify the settings of a stage, hover over the name of the stage, and a (gear) icon appears in the upper right hand side of the stage. Click on the (gear) icon and a menu appears. Then click on the Edit option. An Edit: (Stage) form appears. Make any desired modifications to the form, then click Save & Close when done.
Fase bewerken formulier¶
In het Bewerken: (Fase) formulier configureer je de instellingen van de fase. Het enige verplichte veld is Fasenaam.
De velden die moeten worden ingevuld of aangepast zijn:
Stage Name: type in a name for the stage.
Email Template: select an email template to be used from the drop-down menu. If a template is selected, when the applicant card enters the stage, an email is automatically sent to the applicant using the selected template.
Folded in Kanban: check the box to have the stage appear folded (hidden) at all times in the default view.
Hired Stage: check the box if this stage indicates that the applicant is hired. When an applicant’s card enters this stage, the card displays a Hired banner in the upper right corner. If this box is checked, this stage is used to determine the hire date of an applicant.
Job Specific: if the stage only applies to specific job positions, select the job positions from the drop-down menu. Multiple job positions can be selected.
Show in Referrals: check the box if this stage should be seen in the Referrals application, and allow the referrer to accrue points when a referral of theirs reaches this stage. If this is active, a Points field appears. Enter the amount of referral points the employee receives when an applicant enters this stage. The Referrals app must be installed in order to use this option.
Tooltips section: there are three pre-configured status labels (colored circles) for each applicant’s card, indicating its status. These colors are displayed at the top of each stage to reflect the statuses of the applicants in the stage. The names for the label can be modified, but the label itself (the color) cannot. The default names and labels are: In Progress (gray), Blocked (red), and Ready for Next Stage (green).
Requirements: enter any internal notes for this stage explaining any requirements of the stage.
Fase verwijderen¶
If a stage is no longer needed, the stage can be deleted. To delete a stage, hover over the name of the stage, and a (gear) icon appears. First, click on the (gear) icon to reveal a drop-down menu, then click Delete. A Confirmation pop-up warning appears, asking Are you sure you want to delete this column? Click Delete to delete the column.
Belangrijk
Als er momenteel sollicitanten in de te verwijderen fase staan, verschijnt er een foutmelding bij het verwijderen van de fase. De records die momenteel in de fase staan, moeten worden verwijderd, gearchiveerd of naar een andere fase worden verplaatst voordat de fase kan worden verwijderd.
E-mailsjablonen¶
To communicate with the applicant, Odoo has several pre-configured email templates that can be used. The pre-configured email templates and when to use them are as follows:
Werving: bevestiging sollicitant: dit sjabloon wordt gebruikt om de sollicitant te laten weten dat hun sollicitatie is ontvangen. Deze e-mail wordt automatisch verzonden zodra de sollicitant zich in de Nieuw-fase bevindt.
Werving: interesse: dit sjabloon wordt gebruikt om de sollicitant te laten weten dat hun sollicitatie de aandacht van de recruiter heeft getrokken en dat ze op de shortlist staan voor een telefonisch gesprek of een interview.
Recruitment: Schedule Interview: this template is used to let the applicant know that they have passed the Initial Qualification stage and they will be contacted to set up an interview with the recruiter. This email is automatically sent out once the applicant is in the Initial Qualification stage.
Werving: niet langer geïnteresseerd: dit sjabloon wordt gebruikt wanneer een sollicitant aangeeft niet langer geïnteresseerd te zijn in de functie, en bedankt hen voor hun tijd en overweging.
Werving: afwijzen: dit sjabloon wordt gebruikt wanneer een sollicitant niet langer in overweging wordt genomen voor de functie.
Notitie
E-mailsjablonen kunnen worden aangemaakt, gewijzigd en verwijderd om aan de behoeften van een bedrijf te voldoen. Voor meer informatie over e-mailsjablonen, raadpleeg het E-mailsjablonen-document.
Klik op Bericht verzenden in de chatter om handmatig een e-mail te verzenden. Er verschijnt een tekstvak, evenals het e-mailadres van de sollicitant.
Click the (expand) full composer icon in the bottom right corner of
the Send Message tab in the chatter. A Compose Email pop-up window loads,
with the Recipients and Subject pre-populated. The applicant’s email address
is entered in the Recipients line, and the Subject is (Job Position). The
email body is empty by default.
To use a pre-configured email template, click the field next to Load template in the bottom section of the window. Select the email template to use from the drop-down menu.
Pre-configured email templates may contain dynamic placeholders so unique information can be populated in the email for a more personalized message to the applicant. There are several pre-configured email templates to choose from. Depending on the template selected, the email subject and/or body may change.
Notitie
Only the email templates that are configured for the model load. There are other email templates pre-configured in Odoo, but if they are not configured for the recruitment application, they do not appear in the list of available templates.
If any attachments are to be added, click the Attachments button in the lower left corner. Navigate to the file to be attached, then click Open to attach it. To delete an attachment, click the (delete) icon to the right of the attachment.
If any changes need to be made to the email, edit the body of the email. If the edits should be saved to be used in the future, the email can be saved as a new template. Click the Save Template button in the bottom. To send the email, click Send and the email is sent to the applicant. The email then appears in the chatter.
Zie ook