安排面试

An in-person, virtual, or phone interview can be scheduled in one of two ways through the Recruitment app, either by the recruitment team, or by the applicant.

With one drag-and-drop, Odoo emails the candidate with a self-service link, the candidate books the time slot, and sends the meeting to everyone’s calendar. No more back-and-forth emails or calls.

招聘团队安排面试

当申请人到达面试阶段时，招聘团队应首先与申请人和面试官协调合适的日期和时间来安排面试。

要安排面试，首先进入 招聘应用程序，点击相关职位卡，导航到申请人的职位卡。这将打开该职位的 申请 页面。然后，点击所需的申请人卡片，查看其详细的申请人表格。

To schedule an phone, virtual, or in-person interview, click the No Meeting smart button at the top of the applicant’s record.

注解

The Meetings smart button displays No Meeting if no meetings are currently scheduled. For applicants who are new to the First Interview stage, this is the default.

If there is one meeting already scheduled, the smart button displays 1 Meeting, with the date of the upcoming meeting beneath it. If more than one meeting is scheduled, the button displays Next Meeting, with the date of the first upcoming meeting beneath it.

Clicking the Meetings smart button loads a calendar, showing the scheduled meetings and events for the currently signed-in user, as well as the employees who are listed under the Attendees section, located to the right of the calendar.

要更改当前加载的会议和显示的事件，请取消选中要隐藏其日历事件的参与者。只有选中的参与者才能在日历上显示。

要在 日 或 周 视图中将会议添加到日历，请点击会议开始时间并向下拖动到结束时间。这样做可以选择会议的日期、时间和长度。

在此视图中，还可以通过点击所需的日期*和*时间段来添加会议。

这两种方法都会导致弹出 新活动 窗口。

新活动弹出窗口

点击与时间和日期相对应的网格，弹出 新活动 窗口以安排会议。

在表单上输入信息。唯一需要输入的字段是会议标题以及 :guilabel:`开始`（和结束日期/时间）字段。

输入银行卡信息后，点击 保存并关闭 保存更改并创建面试。

输入所需会议名称后，新活动 卡上可修改的字段如下：

• Meeting Title: Enter the subject for the meeting. This should clearly indicate the purpose of the meeting. The default subject is the Candidate name entered on the applicant’s card.

• Start: Configure the start and end date and times for the meeting. Clicking either of these fields opens a calendar pop-up window. Click on the desired date to select it, and then enter the time in the corresponding field. Click Apply to close the window.

• All Day: Tick the box to schedule an all-day interview. If this box is ticked, the Start field changes to Start Date.

• Attendees: Select the people who should attend the meeting. The default attendees are the prospective candidate, and the assigned recruiter for the job position. Add as many other people as desired.

• Videocall URL: If the meeting is virtual, or if there is a virtual option available, click Odoo meeting, and a URL is automatically created for the meeting, which populates the field.

• Description: Enter a brief description in this field. There is an option to enter formatted text, such as numbered lists, headings, tables, links, photos, and more. Use the powerbox feature, by typing a / to reveal a list of options.

  滚动选项并点击所需项目。该项目就会出现在字段中，并可进行修改。每个命令都会弹出不同的窗口。按照每个命令的说明完成输入。

更多选项

要为会议添加其他信息，请点击 新活动 弹出窗口右下角的 更多选择 按钮。输入以下任意附加字段：

• 持续时间：此字段会根据 :guilabel:`开始`（和结束）日期和时间自动填充。如果调整了会议时间，该字段将自动调整为正确的持续时间长度。会议的默认时长为一小时。

• 经常性：如果会议应在选定的时间间隔内重复进行（第一次面谈通常不会重复），请勾选 :guilabel:`经常性`旁边的复选框。启用此选项后，会出现几个附加字段：

  • 时区：使用下拉菜单，为经常性会议选择 时区 时区。

  • 重复：选择 每天、每周、每月、每年 或 自定义 重复性会议。如果选择了 自定义，下面会出现 :guilabel:` 每次重复` 字段，以及另一个时间频率参数（日、周、月 或 年）。在空白区域输入数字，然后使用下拉菜单选择时间段。

  • Repeat on: enabled when the Weekly option is selected in the Repeat field. Choose the day the weekly meeting falls on.

  • Day of Month: configure the two drop-down menu options to select a specific day of the month, irrespective of the date (e.g. the first Tuesday of every month). To set a specific calendar date, choose Date of Month and enter the calendar date in the field (e.g. 15 to set the meeting to occur on the fifteenth of every month).

  • Until: using the drop-down menu, select when the meetings stop repeating. The available options are Number of repetitions, End date, and Forever. If Number of repetitions is selected, enter the number of total meetings to occur in the blank field to the right. If End date is selected, specify the date using the calendar pop-up window, or type in a date in a MM/DD/YYYY format. Forever schedules meetings indefinitely.

• Location: enter the location for the meeting.

• Tags: select any tags for the meeting using the drop-down menu, or add a new tag by typing in the tag and clicking Create “tag”. There is no limit to the number of tags that can be used.

• Privacy: select if the organizer appears either Available or Busy for the duration of the meeting. Next, select the visibility of this meeting, using the drop-down menu to the right of the first selection. Options are Public, Private, and Only internal users. Public allows for everyone to see the meeting, Private allows only the attendees listed on the meeting to see the meeting, and Only internal users allows anyone logged into the company database to see the meeting.

• Organizer: the employee who created the meeting is populated in this field. Use the drop-down menu to change the selected employee.

• 提醒事项：从下拉菜单中选择提醒。默认选项包括 通知、电子邮件 和 MS 文本消息，每个选项都有活动前的特定时间段（小时、天等）。所选提醒会在指定时间通过所选选项提醒会议参与者。可在此字段中选择多个提醒。

Send meeting to attendees

一旦在弹出的 新活动 窗口中输入更改，且会议详细信息正确无误后，即可通过扩展的活动表单（点击 更多选项 按钮后在弹出的 新活动 窗口中看到的内容）中的电子邮件或文本消息向参与者发送会议信息。

To send the meeting via email, click the EMAIL button next to the Attendees field on the expanded meeting form.

弹出 联系参与者 电子邮件配置器窗口。使用默认 日历：事件更新 电子邮件模板，填充电子邮件正文字段。

The applicant, followers of the job application, as well as the user who created the meeting, are added to the To by default. Make any desired changes to the email.

To send the meeting via text message, click the SMS button next to the Attendees field on the expanded meeting form. A Send SMS pop-up window appears.

如果有参与者的手机号码无效，顶部会出现蓝色横幅，并列出无效记录的数量。如果联系人没有列出有效的手机号码，请点击 关闭，然后编辑参与者记录，然后重新执行这些步骤。

如果没有出现警告信息，请在 信息 字段中输入要发送给参与者的信息。要在信息中添加表情符号，请点击弹出窗口右侧的 （添加微笑） 图标。

The number of characters, and amount of text messages required to send the message (according to GSM7 criteria) appears beneath the Message field. Click Put in queue to have the text sent later, after any other messages are scheduled, or click Send Now to send the message immediately.

注解

发送短信**不是** Odoo 的默认功能。要发送短信，需要购买点数。有关 IAP 点数和计划的更多信息，请参阅 应用内购买（IAP） 文档。

申请人预约面试

Coordinating interview times typically requires several email exchanges and can slow the recruitment process. Enabling Odoo’s self-service scheduling removes that bottleneck: when an applicant is moved to an interview stage, the system automatically sends a scheduling link, records the selected slot, and updates all relevant calendars.

This automation is turned off by default. To activate it, assign the Recruitment: Schedule Interview email template to either the First Interview or Second Interview stage (see 修改阶段).

修改阶段

Modify either the First Interview or Second Interview stage so the stage’s Email Template field is set to Recruitment: Schedule interview.

发送邮件

After configuring the First Interview or Second Interview stages to send emails, drag-and-drop the applicant card into one of these stages to send the email.

Self-scheduled interview

When the applicant received the email, they click the Schedule my interview button at the bottom of the email. This navigates the applicant to a private online scheduling page, which is only accessible through the emailed link.

此页面在屏幕右侧显示 会议详情。这包括会议的形式和长度。在本例中，访谈是虚拟的（ 线上），持续时间为半小时（ 30 分钟）。

Then the applicant clicks on an available day on the calendar, signified by purple text. Once a day is selected, they click on one of the available times to select that date and time.

小技巧

请务必检查日历下方的 时区 字段，确保其设置为正确的时区。更改时区可能会改变显示的可用时间。

选择日期和时间后，申请人将被导航到 添加关于您的更多详情 页面。该页面要求申请人输入 全名、电子邮件 和 电话号码。在此表单中输入的联系信息将用于联系申请人，提醒面试安排。

在 添加更多关于您的详细信息 页面输入所有信息后，申请人点击 确认预约 按钮，面试已成功安排。

确认面试后，申请人会进入一个确认页面，页面上会显示面试的所有详细信息。通过面试详情下方的 添加到 iCal/Outlook 和 添加到 Google 议程 按钮，可选择将会议添加到申请人的个人日历。

The applicant is also able to cancel or reschedule the interview, if necessary, with the Cancel your appointment link at the bottom of the confirmation.