招聘¶
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.
阶段可以配置 ,这样一旦申请人的卡片进入某个阶段,就会使用预先配置好的模板自动发送电子邮件。这些自动电子邮件在申请人流程的每个阶段都有定义。
本文档中介绍的申请人流程是 Odoo 的默认流程,在使用 招聘 应用程序的默认配置时,申请人流程会依次进行。申请人流程可以修改,以适应任何企业的特定招聘流程。
備註
除非另有说明,否则申请人流程及其所有阶段都是通用的,适用于所有职位。特定阶段可以配置为特定于工作的,这意味着特定阶段仅对该特定工作职位可见。否则,如果创建了新阶段或修改了现有阶段,所有职位都会看到这些更改。
設定¶
在 Odoo 中创建职位之前,请配置 招聘 应用程序的必要设置。要查看和编辑设置,请导航至 保存 按钮保存所有更改。
。进行任何更改后,点击左上角的职位发布¶
招聘 应用程序设置的 职位发布 部分只有一个选项。如果要在公司网站上发布职位,请启用 在线发布 选项。
備註
只有同时安装了 网站 应用程序,才能使用 在线发布 功能。
招聘流程¶
设置页面中的 招聘流程 部分规定了数据库在招聘过程中能做什么和不能做什么。
发送访谈调查¶
Odoo 可以向申请人发送调查问卷,以收集更多关于申请人的信息。调查可以被视为考试或问卷,可以通过各种方式进行定制,从而为招聘团队提供有关申请人的宝贵信息。
启用 发送采访调查 选项以向申请人发送调查问卷。启用后,会出现 :图标:`fa-箭头-右侧` :guilabel:` 面试调查` 内部链接。单击 :图标:`fa-箭头-右侧` Interview Survey 链接以浏览所有已创建调查表的列表。
此列表包括数据库中创建的所有调查问卷,而不仅仅是 招聘 应用程序中使用的调查问卷。如果没有创建调查问卷,调查问卷列表会显示 未找到调查问卷 消息,并提供从多个预配置调查问卷模板中,创建调查问卷的选项。
也參考
有关调查问卷的更多详细信息,请参阅 调查问卷要点 文档。
備註
如果 调查问卷 应用程序尚未安装,则在保存设置后,启用 发送采访调查问卷 选项将安装该应用程序。
發送簡訊¶
可以直接通过 招聘 应用程序向申请人发送短信。要执行此操作,请启用 发送短信 选项。使用该选项需要信用点数,可通过点击启用该功能时出现的 购买信用点数 内部链接获得。
也參考
更多信息,请参阅 SMS 定价和常见问题 说明文档。
简历显示¶
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.
備註
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)¶
使用任何可用方法(如在线提交申请、通过电子邮件发送简历到职位别名或直接从数据库创建申请人记录)提交申请时,都可以让 Odoo 从简历中提取申请人的姓名、电话号码和电子邮件地址,并填充到申请人的表单中。为此,请启用 简历数字化(OCR) 选项。
启用后会出现其他选项。点击相应的单选按钮,选择以下选项之一:
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.
For more information on document digitization and IAP’s, refer to the In-app purchase (IAP) documentation.
備註
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.
工资包配置程序¶
向申请人发送要约时,可以在要约上设置有效期。在 天数 字段中输入要约的有效天数。在设定的天数过后,如果申请人没有接受要约,要约就不再有效。
看板檢視畫面¶
要访问职位的看板视图,请导航至 (#) 新应用程序 智能按钮,导航到该特定职位所有申请人的看板视图。
主仪表板,这是打开应用程序时的默认视图。所有职位都会显示在主仪表板上。点击职位卡上的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:
The last column, Contract Signed, is folded by default. Folded columns appear gray, and the applicants in it are hidden from view. To expand the folded stage and view the applicant cards for that column, click anywhere on the thin gray column that says the stage name and the column expands, revealing the applicants.
Each stage has a color-coded bar beneath the stage name, providing status information for the applicant’s in that specific stage. The status colors are:
Green: the applicant is ready to move to the next stage.
Red: the applicant is blocked from moving to the next stage.
Gray: the applicant is still in progress in the current stage and is neither ready nor blocked from the next stage.
The status for each card is set manually. To set the status, click on the small circle in the lower-left of the applicant card. A status pop-up window appears. Click on the desired status for the applicant. The status dot on the applicant card as well as the status bar updates.
小訣竅
The names for the three status colors (In Progress
, Blocked
, and Ready for Next Stage
)
can be modified, if desired.
Customize stages¶
Stages can be modified, added, or deleted to best meet the needs of the particular hiring steps of a business.
New stage¶
To create a new stage, click on Stage and a new column appears. Enter the title for the new stage in the Stage title field, then click Add. The new column appears, and another new stage is available to create. If no new stages are needed, click anywhere on the screen to exit the new stage creation.
Modify stage¶
要修改阶段的设置,请将鼠标悬停在阶段名称上,阶段的右上角会出现 (齿轮) 图标。点击 (齿轮) 图标,会出现一个菜单。然后点击 编辑 选项。将出现一个 编辑:(阶段) 表单。对表单进行任何所需的修改,然后在完成后点击 保存并关闭。
Edit stage form¶
The Edit: (Stage) form is where the stage’s settings are configured. The only required field is the Stage Name.
要填充或修改的字段是:
阶段名称:输入阶段名称。
电子邮件模板:从下拉菜单中选择要使用的电子邮件模板。如果选择了模板,当申请人卡进入阶段时,系统会使用所选模板自动向申请人发送电子邮件。
在看板中折叠:选中该复选框可使阶段在默认视图中始终显示为折叠(隐藏)状态。
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.
Delete stage¶
如果不再需要某个阶段,可以删除该阶段。要删除阶段,请将鼠标悬停在阶段名称上,然后会出现一个 (齿轮) 图标。首先,点击 (齿轮) 图标以显示下拉菜单,然后点击 删除。出现 确认 弹出警告,询问 您确定要删除此列吗? 点击 删除,以删除该列。
重要
如果当前删除的阶段中有申请人,则在尝试删除阶段时会弹出错误。在删除阶段之前,需要先删除、存档或移动到其他阶段。
電郵範本¶
为了与申请人沟通,Odoo 提供了几种可使用的预设电子邮件模板。预设的电子邮件模板和使用时间如下:
招聘:申请人确认:此模板用于通知申请人已收到其申请。申请人进入 新 阶段后,此电子邮件将自动发送。
招聘:兴趣:此模板用于让申请人知道他们的申请引起了招聘人员的注意,已被列入电话或面试的候选名单。
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.
Recruitment: Not interested anymore: this template is used when an applicant communicates that they are no longer interested in the position, and thanks them for their time and consideration.
Recruitment: Refuse: this template is used when an applicant is no longer being considered for the position.
備註
Email templates can be created, modified, and deleted to suit the needs of a business. For more information on email templates, refer to the 電郵範本 document.
To manually send an email, click Send message in the chatter. A text box appears, as well as the applicant’s email address.
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.
備註
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.