Recrutamento¶
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.
Nota
Stages apply to all job positions unless marked as job-specific Changes to stages (e.g., additions, deletions) affect all positions unless explicitly scoped.
Definições¶
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.
Anúncio de vagas¶
The Job Posting section of the Recruitment app settings has two configurations, enabling posting jobs on the company website, and on external job boards.
If job positions are to be posted to the company’s website, enable the Online Posting option.
Nota
The Online Posting is only available if the Website application is also installed.
The Recruitment app can post job positions directly to a job board. To enable this, click Choose a Job Board, and the required module is presented, if not already installed. Click Install on the corresponding module, then the main Odoo dashboard loads after a successful installation.
Open the Recruitment app, and navigate to . The corresponding job board credentials are listed. Enter the Username and Password for the job board. Click the Save button after making any changes.
Nota
Currently, the only job board integration with Odoo is Monster.com.
Processo¶
The Process section of the settings page specifies what the database can and cannot do during the recruitment process.
Enviar pesquisa sobre entrevista¶
O Odoo é capaz de enviar uma pesquisa a um candidato para coletar mais informações. As pesquisas podem ser consideradas como testes ou questionários e podem ser personalizadas de várias maneiras para fornecer à equipe de recrutamento informações valiosas sobre o candidato.
Ative a opção Enviar pesquisa sobre entrevista para enviar questionários aos candidatos. Uma vez ativada, um link interno Pesquisa sobre entrevista é exibido. Clique no link para navegar até uma lista de todas as pesquisas criadas.
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.
Veja também
Nota
Enabling the Send Interview Survey option will install the Surveys application once the settings are saved, if not already installed.
Configurador de pacote salarial¶
Ao enviar uma oferta a um candidato, é possível definir uma data de expiração para a oferta. Digite o número de dias em que uma oferta é válida no campo dias. Depois que o número de dias definido tiver passado, se o candidato não tiver aceitado a oferta, ela não estará mais disponível.
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.
Nota
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.
Compras dentro do aplicativo (IAP)¶
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.
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Enviar SMS¶
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.
Quando ativada, são exibidas opções adicionais. Clique no botão de rádio correspondente para selecionar uma das seguintes opções:
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.
Para obter mais informações sobre digitalização de documentos e IAP’s, consulte a documentação Compra no aplicativo (IAP).
Nota
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.
Visualização Kanban¶
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:
A última coluna, Contrato assinado, é dobrada por padrão. As colunas dobradas aparecem em cinza e os candidatos nelas contidos ficam ocultos. Para expandir o estágio dobrado e visualizar os cartões de candidato dessa coluna, clique em qualquer lugar da coluna cinza fina que diz o nome do estágio e a coluna se expande, revelando os candidatos.
Cada estágio tem uma barra codificada por cores abaixo do nome do estágio, fornecendo informações de status para os candidatos naquele estágio específico. As cores de status são:
Verde: o candidato está pronto para passar para a próxima etapa.
Vermelho: o candidato está impedido de passar para a próxima etapa.
Cinza: o candidato ainda está em andamento no estágio atual e não está pronto nem bloqueado para o próximo estágio.
O status de cada cartão é definido manualmente. Para definir o status, clique no pequeno círculo no canto inferior esquerdo do cartão do candidato. É exibida uma janela pop-up de status. Clique no status desejado para o candidato. O ponto de status no cartão do candidato e a barra de status são atualizados.
Dica
The names for the three status colors (In Progress, Ready for Next Stage, and Blocked)
can be modified, if desired.
Personalizar estágios¶
Stages can be modified, added, or deleted to match the particular hiring steps of a business.
Novo estágio¶
Para criar um novo estágio, clique em Estágio e uma nova coluna será exibida. Digite o título do novo estágio no campo Título do estágio e, em seguida, clique em Adicionar. A nova coluna é exibida e outro novo estágio está disponível para ser criado. Se não houver necessidade de novos estágios, clique em qualquer lugar da tela para sair da criação do novo estágio.
Modificar estágio¶
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.
Editar formulário de estágio¶
O formulário Editar: (Estágio) é onde as configurações do palco são definidas. O único campo obrigatório é o Nome do estágio.
Os campos a serem preenchidos ou modificados são:
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.
Excluir estágio¶
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.
Importante
Se houver candidatos no estágio que está sendo excluído, um erro aparecerá ao tentar excluir a etapa. Os registros atualmente no estágio precisam ser excluídos, arquivados ou movidos para um estágio diferente antes que o estágio possa ser excluído.
Modelos de e-mail¶
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:
Recrutamento: Confirmação do candidato: esse modelo é usado para informar ao candidato que sua candidatura foi recebida. Esse e-mail é enviado automaticamente quando o candidato está no estágio Novo.
Recrutamento: interesse: esse modelo é usado para informar ao candidato que sua candidatura chamou a atenção do recrutador e que ele foi pré-selecionado para uma ligação telefônica ou uma entrevista.
Recrutamento: não estou mais interessado: esse modelo é usado quando um candidato comunica que não está mais interessado na vaga e agradece pelo tempo e consideração.
Recrutamento: recusa: esse modelo é usado quando um candidato não está mais sendo considerado para o cargo.
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.
Nota
Os modelos de e-mail podem ser criados, modificados e excluídos para atender às necessidades de uma empresa. Para obter mais informações sobre modelos de e-mail, consulte a documentação Email templates.
Para enviar um e-mail manualmente, clique em Enviar mensagem no chatter. Uma caixa de texto é exibida, bem como o endereço de e-mail do candidato.
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.
Nota
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.
Veja também