招聘¶
Odoo keeps all job applicants organized with a preconfigured series of steps and stages that each applicant goes through. Each stage has a specific steps 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, preconfigured template as soon as an applicant’s card enters a stage. These automated emails are defined on each stage in the applicant flow.
The flow described in this document is Odoo’s default configuration, but it can be customized to suit any recruitment process.
注解
Stages apply to all job positions unless marked as job-specific Changes to stages (e.g., additions, deletions) affect all positions unless explicitly scoped.
设置¶
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.
处理¶
The Process section of the settings page specifies what the database can and cannot do during the recruitment process.
发送采访调查¶
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 采访调查 内部链接。点击 采访调查 链接以浏览所有已创建调查问卷的列表。
This list includes all surveys that were created in the database, not only 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 preconfigured survey templates.
注解
Enabling the Send Interview Survey option will install the Surveys application once the settings are saved, if not already installed.
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。
Résumé display¶
When applicants submit an application, one of the default required fields is a résumé, or CV. All résumés are stored in the Documents application, and are accessible on the applicant’s card.
A résumé has the option to appear on the applicant’s form, which can be viewed by clicking on the applicant’s card. The résumé appears on the right-side of the screen. If this is not enabled, the résumé is accessed via a link in the chatter, where it needs to be clicked to expand and view it, or downloaded.
Enable the Résumé Display option to show the résumé on the applicant’s card by default, and in addition to the document link. When enabled, the résumé appears on the right side of the applicant’s card.
注解
For the résumé 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 résumé does not appear on the right-side. Instead, the résumé appears in the Files section of the chatter, below the applicant’s card.
应用内采购¶
The In-App Purchases section of the Settings menu deals with items that required credits to use, such as SMS text messages, and digitizing résumés.
发送短信息¶
It is possible to send text messages to applicants directly through the Recruitment app. This feature requires credits to use. Click the Manage Service & Buy Credits internal link, and follow the steps to purchase credits.
Résumé 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 résumé and populate the applicant’s form. To do so, enable the Résumé Digitization (OCR) option.
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 résumé digitization.
Digitize on demand only: this option only digitizes resumes when requested. A Digitize document buttons appears on applicant cards. When clicked, the résumé is scanned and the applicant’s card is updated.
Digitize automatically: this option automatically digitizes all résumés when they are submitted.
Beneath these options are two additional links. Click the Manage Service & Buy Credits internal link to purchase credits for résumé digitization. Click the View My Services internal link to view a list of all current services, and their remaining credit balances.
有关文档数字化和 IAP（应用内购买） 的更多信息，请参阅 应用内购买 (IAP) 文档。
注解
The Do not digitize option may appear redundant but serves a distinct purpose. Disabling the Résumé Digitization (OCR) option uninstalls the module, while Do not digitize keeps the module installed but inactive—allowing the user to re-enable digitization later without reinstalling the module.
看板视图¶
To access the Kanban view for a job position, navigate to the main app 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. In Odoo, six default stages are configured:
末列 已签署合同 默认折叠。折叠列显示为灰色，且隐藏申请人卡片。要展开已折叠阶段，并查看该栏的申请人卡片，请点击写有阶段名称的浅灰色细栏的任意位置，该栏就会展开，显示出申请人。
每个阶段的名称下方都有一个彩色编码条，提供该阶段申请人的状态信息。状态颜色包括：
绿色：申请人已准备好进入下一阶段。
红色：申请人被阻止进入下一阶段。
灰色：申请人在当前阶段仍在申请中，既未进入下一阶段，也未被阻止进入下一阶段。
每张卡的状态都是手动设置的。要设置状态，请点击申请人卡片左下方的小圆圈。弹出状态窗口。点击申请人所需的状态。申请人卡片上的状态点和状态栏都会更新。
小技巧
The names for the three status colors (In Progress, Ready for Next Stage, and Blocked)
can be modified, if desired.
自定义阶段¶
Stages can be modified, added, or deleted to match the particular hiring steps of a business.
新阶段¶
要创建新阶段，请点击 阶段，新列就会出现。在 阶段标题 字段中输入新阶段的标题，然后点击 添加。新列出现，另一个新阶段可以创建。如果不需要新阶段，请点击屏幕上的任意位置退出新阶段创建。
修改阶段¶
To modify the settings of a stage, hover over the name of the stage, and a (Settings) icon appears in the upper right hand side of the stage. Click on the (Settings) 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.
编辑阶段表格¶
在 编辑: (阶段) 表单中可以配置阶段的设置。唯一必填字段是 阶段名称。
要填充或修改的字段是：
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.
Points: If Show in Referrals is enabled, this field appears. Enter the number of points the employee earns when an applicant moves to this stage.
Tooltips section: There are three preconfigured 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.
删除阶段¶
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 (Settings) icon appears. First, click on the (Settings) 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.
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。
电子邮件模板¶
To communicate with the applicant, Odoo has several preconfigured email templates that can be used. The preconfigured email templates and when to use them are as follows:
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。
招聘：不再感兴趣：此模板用于应聘者表示对职位不再感兴趣，感谢应聘者的时间和考虑。
招聘：拒绝：此模板用于不再考虑该职位的申请人。
Recruitment: Schedule Interview: this template is used to let the applicant know that they have passed the Initial Qualification stage, and they will soon 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.
注解
电子邮件模板可根据企业需要创建、修改和删除。有关电子邮件模板的更多信息，请参阅 电子邮件模板 文档。
要手动发送电子邮件，请点击沟通栏中的 发送消息。此时会出现一个文本框以及申请人的电子邮件地址。
Click the (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 To and Subject pre-populated. The applicant’s email address is entered
in the To field, and the Subject is (Job Position). The email body is
empty by default.
To use a preconfigured email template, click the (vertical elipsis) button in the bottom of the window. Select the email template to use from the drop-down menu.
Preconfigured email templates may contain dynamic placeholders so unique information can be populated in the email for a more personalized message to the applicant. Several preconfigured email templates are available to choose from. Depending on the template selected, the email subject or body may change.
注解
Only the email templates that are configured for the model load. Other email templates come preconfigured 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 need to be added, click the (paperclip) button at the bottom of the window. 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 (vertical elipsis) button in the bottom of the window, and select Save as Template. Options are presented to either overwrite an existing template, or save a new template. Click on an existing template name to overwrite that template, or click Save as Template to save a new template. A Create a Mail Template pop-up window loads. Enter a name for the template in the Template Name field, then click Save.
To send the email, click Send and the email is sent to the applicant. The email then appears in the chatter.
参见