How to use Odoo in the HR industry
7. Company’s needs
3. Introduction A real case at Odoo
16. Script • Sales/ Opportunities
17. Script • Humain resources / job positions
11. Let’s Quickstart them ! Demo time
1. How to use Odoo in the HR industry? Céline Da Mota, Business Analyst efer Quickstart Team
2. 1 How to use Odoo in the HR industry ? Introduction 2 Company’s needs 3 Demonstration 4 Conclusion
19. Script • Humain resources / resumes and letters o Search on any keywords contained in all documents
10. How to use Odoo in the HR industry ? CRM Sales management Human Resources + 3 Data Imports o Customers o Job positions/ applicants o CV
14. Odoo firstname.lastname@example.org +32 (0) 2 290 34 90 www.odoo.com R&D and services office Chaussée de Namur 40 B - 1367 Grand Rosière Sales office Avenue Van Nieuwenhuyse 5 B - 1160 Brussels Thank You Any question?
6. How to use Odoo in the HR industry ? • Work with excel : Dashboard o Duplicate job position line per applicant o Missing fields o More than 30 columns
18. Script • Humain resources / applicants o Create your filters o Set it by default and see the next action to do when Opening Odoo
4. How to use Odoo in the HR industry ? Looking for customers Find THE best candidate Customers ’ recruitment needs Recruit and manage this candidate for the customer • Recruitment company Customers asking for services
13. How to use Odoo in the HR industry ? Manage leads Create opportunities Log calls and meetings Manage commercial process Manage recruitment process Create job positions Receive job applications Search with Index content What’s next ?
8. How to use Odoo in the HR industry ? Human resources CRM • They need a CRM app o Organize their opportunities o Manage their sales funnel o Email integration and automation o Monitor their sales performance
5. How to use Odoo in the HR industry ? • They were facing big issues o Two persons o Work from two different offices o Work with Excel and no share document o CVs and other reports : computers, papers and email
9. How to use Odoo in the HR industry ? Human resources Human resources CRM • They need a Human resources app o Manage the recruitment process o Search with resume content o Reports and dashboards o Use the same information in different views via filters
15. Script • Start from an empty database o Install CRM and Human resources o Search with resume content • CRM o Configure stages o Import CSV with fake contact details o Go through the stages with a few of those leads • Human resources o Create a job position o Configure stages o Import CSV file with fake applicants details and resumes o Go through the stages with a few of those applicants o Recruit the best applicant
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