Agregar nuevos postulantes

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.

Sin embargo, en algunas ocasiones es posible que necesite crear a los solicitantes de forma manual en la base de datos, por ejemplo, si una empresa acepta solicitudes por correo o si está en búsqueda de candidatos en una feria de empleo presencial.

Vaya a la aplicación Reclutamiento para ver los postulantes actuales y luego haga clic en la tarjeta del puesto de trabajo deseado. Esta acción abre la página Postulaciones en la que se encuentran todos los solicitantes para esa función en específico en la vista predeterminada de kanban organizada por etapas.

Add new applicants from a job position’s Applications page by using either: the quick add button, or the New button.

Agregar rápidamente

On the Applications page, click the quick add button, represented by a small (plus) icon in the top-right corner of each stage, to add a new applicant to that stage.

Ingrese la información siguiente en el cuadro:

• Candidate: Select the applicant from the drop-down menu. Displays as the card title in the Kanban view of the 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 Create «(candidate)».

• 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 Applications page for that newly-selected job position.

Haga clic en Agregar después de ingresar la información. El postulante será visible en la lista y aparecerá una nueva tarjeta vacía.

If preferred, after entering the Candidate in the Kanban card that appears, click Edit, and a detailed applicant form loads. Refer to the New applicant form section for details about filling out the form.

Al agregar al postulante de forma rápida este será descartado al hacer clic fuera de una tarjeta vacía o en el icono (basura).

Formulario para nuevo postulante

On the Applications page, click the New button in the top-left corner, and a blank application form loads.

On the new application form, the Job Position and Recruiter fields are populated according to the job position configurations, by default. Additionally, the Department and Company fields in the Details tab may also be populated, if those details are configured on the job position.

Complete los campos de las siguientes secciones en el nuevo formulario de solicitud.

Nota

Es posible que algunos campos no aparezcan, esto depende de las aplicaciones instaladas y su configuración.

Candidate section

• Evaluation: Represents a rating for the applicant: one star ( ) is Good, two stars ( ) is Very Good, and three stars ( )is Excellent.

• Candidate: Enter the applicant’s name. This field is displayed as the card title in the Kanban view of the Applications page. This is the only required field on the form.

• Email: Enter the applicant’s email address.

• Phone: Enter the applicant’s phone number.

• LinkedIn Profile: Enter the web address for the applicant’s personal profile on LinkedIn.

• Job Position: Select the job position the applicant is applying for. This field is populated by default, but can be changed if necessary.

• Recruiter: Select the user responsible for the entire recruitment process for the job position.

• 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 Access rights documentation for more information.

• 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 Create «new tag» from the resulting drop-down menu.

Pestaña “Notas”

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 Details tab houses various information regarding the applicant and the job position.

Sección del candidato

Enter the following information in the respective fields:

• Degree: Select the applicant’s highest level of education from the drop-down menu. Options are: Graduate, Bachelor Degree, Master Degree, or Doctoral Degree. The 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.

• Availability: Select the available start date for the applicant. To select a date, click on the field to reveal a popover calendar. Use the (left) and (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.

Salary package section

Configure both the offered and proposed salary and benefits in this section. Fill out the following fields:

• 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.

• Other Benefits: If any benefits are requested by the applicant, enter them in the blank Other Benefits text field to the right of the Expected salary field. The benefits should be short and descriptive, such as 4 Weeks Vacation or Dental Plan.

• 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.

• Other Benefits: If any benefits are offered to the applicant, enter them in the Other Benefits text field to the right of the Proposed field. The benefits should be short and descriptive, such as Unlimited Sick Time or Health Insurance.

Sección de trabajo

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.

• Departamento: seleccione el departamento al que pertenece el puesto de trabajo en el menú desplegable.

• Empresa: seleccione la empresa correspondiente al puesto de trabajo con el menú desplegable. Este campo solo aparece en las base de datos multiempresa.

Sourcing section

This section houses the details regarding the way the applicant applied for the job position. This information is necessary for employee referrals, and allows for reporting on the channels with the highest applicant generation.

• Source: Using the drop-down menu, select where the applicant learned about the job position. The following options come preconfigured in Odoo: Search engine, Lead Recall, Newsletter, Facebook, X, LinkedIn, Monster, Glassdoor, and Craigslist. To add a new Source, type in the source, then click Create «(new source)».

• Medium: Using the drop-down menu, specify how the job listing was found. The preconfigured options are: Banner, Direct, Email, Facebook, Google Adwords, LinkedIn, Phone, SMS, Television, Website, X (formerly «Twitter»), or [Push Notifications] (website name). To add a new Medium, type in the medium, then click Create «(new medium)».

• 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.

Pestaña de habilidades

Puede agregar habilidades a la tarjeta del postulante. Consulte el documento Crear nuevos empleados para obtener detalles sobre cómo hacerlo.