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 Employees, Recruitment, and Website apps must all be installed for the Referrals app to function.
The only configurations needed for the Referrals app after it has been installed, are related to the rewards; everything else is preconfigured when Odoo Referrals is installed.
Users with either Referral User, Officer, or Administrator access rights for the Recruitment app can access the Referrals app. Only users with Administrator access rights for the Recruitment app have access to the reporting and configuration menus. For more information on users and access rights, refer to these documents: Usuarios and Permisos de acceso.
Incorporación¶
When opening the Referrals app for the first time, a preconfigured onboarding script appears. This script consists of four slides, each explaining the different parts of the Referrals app. 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.
Each of the onboarding slides has a corresponding image and message that is displayed. After reading each message, click the Next button to advance to the next slide.
El texto aparece en cada diapositiva como se muestra:
OH NO! VILLAINS ARE LURKING THE CITY! HELP US RECRUIT A TEAM OF SUPERHEROES TO SAVE THE DAY!
BROWSE THROUGH OPEN JOB POSITIONS, PROMOTE THEM ON SOCIAL MEDIA, OR REFER FRIENDS.
COLLECT POINTS AND EXCHANGE THEM FOR AWESOME GIFTS IN THE SHOP.
COMPETE AGAINST YOUR COLLEAGUES TO BUILD THE BEST JUSTICE LEAGUE!
Nota
The onboarding slides will appear every time the Referrals app 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 app 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 app is opened from that point on.
At any point during onboarding, click the Skip button to open the main Referrals dashboard.
Nota
If there are any candidates hired that the user had referred prior to opening the Referrals app (meaning the onboarding slides have not appeared before), when Start Now is clicked at the end of onboarding, instead of going to the main dashboard, a hired screen appears instead.
Modificar las plantillas de capacitación¶
Onboarding slides can be modified if desired. Only users with Administrator rights for the Recruitment app 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.
Haga los cambios que desee al mensaje en el campo Texto. También puede seleccionar una Empresa, sin embargo, si llena este campo entonces esta presentación solo se mostrará para la empresa que seleccionó.
Nota
El campo Empresa solo aparece en bases de datos multiempresa.
The image can be modified, as well. Hover over the image thumbnail in the top-right corner of the form. An (Edit) icon and (Clear) icon appear. Click the (Edit) 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 (Clear) icon, then select a new image using the (Edit) icon.
The sequence in which the slides appear can be changed from the Onboarding dashboard. Click the (draggable) icon to the left of the slide text, and drag the slide to the desired position.
Referencias contratadas¶
When a candidate referred by a user is hired, the user «grows their superhero team» and adds superhero avatars to their Referrals dashboard.
After a referral has been hired, when the user next opens the Referrals app, instead of the main dashboard, a hired page loads. The text (REFERRAL NAME) HAS BEEN HIRED! Choose an avatar for your new friend! appears.
Debajo de este mensaje hay cinco miniaturas de avatar para elegir. Si ya se ha asignado un avatar a una referencia, la miniatura aparecerá con los colores atenuados y debajo de él se mostrará el nombre de la referencia para la que que se ha elegido el avatar. Haga clic en un avatar disponible para seleccionarlo.
If more than one referral was hired since completing onboarding in the Referrals app, 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 app can make modifications to friends. The preconfigured friends can be seen and modified by navigating to . Each friend’s 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. 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 app.
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 an (Edit) icon and (Clear) icon. Click the (Edit) icon, and a file explorer window appears. Navigate to the desired image file, then click Open to select it.
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 app.
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 app must be uninstalled then reinstalled.
Niveles¶
The Referrals app has preconfigured 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.
Nota
Levels have no functional impact on the performance of the app. They are solely used for the purpose of adding achievement tiers for participants to aim for, gamifying referrals for the user.
The user’s current level is displayed at the top of the main Referrals app dashboard, directly beneath their photo, in a Level: # 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 app can modify levels.
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 app.
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 app must be uninstalled then reinstalled.
The preconfigured 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.
Para modificar la imagen, nombre o los puntos necesarios para llegar a un nivel, haga clic en un nivel individual en la lista para abrir el formulario del nivel y haga las modificaciones.
Escriba el nombre (o el número del nivel) en el campo Nombre del nivel, lo que ingrese aquí se mostrará debajo de la foto del usuario en el tablero principal cuando lleguen al nivel. Ingrese el número de puntos que se necesitan para llegar a ese nivel en el campo Requisitos. Los puntos necesarios para subir de nivel son los puntos totales acumulados que se ganaron desde que el empleado se creó, no los puntos adicionales de un nivel previo que se deben ganar.
If desired, the Image can also be modified. Hover over the image to reveal an (Edit) icon and a (Clear) icon. Click the (Edit) icon and a file explorer window appears. Navigate to the desired image file, then click Open to select it.
To cancel any changes made, click the (Discard all changes) icon to delete any changes, and revert to the original content.
Subir de nivel¶
Once enough points have been accumulated to level up, the circle around the user’s photo is completely filled in with a cyan color, a large image stating LEVEL UP! appears above the photo, and the phrase CLICK TO LEVEL UP! appears beneath the user’s photo and current level.
Click on either the LEVEL UP! graphic, the user’s photo, or the text CLICK TO LEVEL UP! beneath the user’s photo to level up the user. The user’s avatar changes to the current level, and the ring around the photo is updated to indicate the current amount of points.
Leveling up does not cost the user any points, the user only needs to earn the specified amount of points required.
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.