[ADD] Recruitment: offer job positions

closes odoo/documentation#10208

X-original-commit: 11a2af286d
Signed-off-by: Lara Martini (larm) <larm@odoo.com>

content/applications/hr/recruitment/offer_job_positions.rst

@@ -0,0 +1,160 @@
+===================
+Offer job positions
+===================
+
+Once an applicant has successfully passed the various interview stages, the recruitment team is
+ready to send an offer for employment. The next step is to send the applicant a contract.
+
+.. seealso::
+   Refer to the :doc:`recruitment <../recruitment>` documentation for details on the various stages
+   of the recruitment process.
+
+Contract proposal
+=================
+
+When an offer is ready to be sent, first open the applicant's card by navigating to the
+:menuselection:`Recruitment app`, and clicking on the desired job position card.
+
+From the resulting :guilabel:`Job Positions` Kanban view, the corresponding applicant card can be
+dragged-and-dropped to the :guilabel:`Contract Proposal` stage. Or, click into the desired
+applicant's card, and click the :guilabel:`Contract Proposal` stage, located in the status bar in
+the top-right of the applicant's form.
+
+The next step is to send an offer to the applicant. Start by selecting the desired applicant's card
+to open their applicant form.
+
+On the applicant's form, click the :guilabel:`Generate Offer` button. A :guilabel:`Generate a
+Simulation Link` pop-up window appears.
+
+Most fields are pre-populated with information from the job position. If any necessary fields are
+blank, or if any information needs to be updated, enter, or update, the relevant information in the
+corresponding fields.
+
+.. note::
+   Depending on the localization setting for the company, and which applications are installed, some
+   fields may not appear in the :guilabel:`Generate a Simulation Link` pop-up window.
+
+   For example, if the *Fleet* application is **not** installed, any fields related to vehicles do
+   **not** appear.
+
+Universal fields
+----------------
+
+The following fields appear in the :guilabel:`Generate a Simulation Link` pop-up window, regardless
+of the localization.
+
+- :guilabel:`Contract Template`: the template currently being used to populate the
+  :guilabel:`Generate a Simulation Link` pop-up window. Use the drop-down menu to select a different
+  :guilabel:`Contract Template`, if desired.
+
+  .. note::
+     To modify the template, hover over the current template name, and click the :icon:`oi-launch`
+     :guilabel:`Internal link` icon that appears to the right of the field. Make any desired
+     changes, then click :guilabel:`Save & Close`.
+
+- :guilabel:`Job Position`: the name of the :guilabel:`Job Position` being offered to the applicant.
+  The selections available in the drop-down menu correspond to the job position configured on the
+  main *Recruitment* dashboard.
+- :guilabel:`Job Title`: the selected :guilabel:`Job Position` populates this field, by default.
+  The title can be modified to suit the specific applicant's position and provide more details.
+
+  .. example::
+     An applicant is offered a marketing manager job at a shoe company, specifically for the
+     children's line.
+
+     The :guilabel:`Job Position` selected from the drop-down menu is `Marketing Manager`, and the
+     :guilabel:`Job Title` is modified for their specific responsibilities, `Marketing Manager:
+     Children's Shoes`.
+
+- :guilabel:`Department`: the department the job position falls under.
+- :guilabel:`Contract Start Date`: the date the contract takes effect. The default date is the
+  current date. To modify the date, click on the displayed date to reveal a calendar popover window.
+  Navigate to the desired month, then click the day to select the date.
+- :guilabel:`Yearly Cost`: the annual salary being offered.
+- :guilabel:`Link Expiration Date`: the number of days the job offer is valid. The default
+  expiration date is `30` days. Modify the expiration date, if desired.
+
+Send offer
+----------
+
+Once the :guilabel:`Generate a Simulation Link` pop-up window is complete, click :guilabel:`Send By
+Email` to reveal an email pop-up window.
+
+.. important::
+   If the applicant does not have an email address listed on their applicant card, a warning appears
+   in a red box at the bottom of the :guilabel:`Generate a Simulation Link` pop-up window, stating:
+   :guilabel:`The applicant does not have a valid email set. The Offer Link won't be able to be
+   completed.` Click :guilabel:`Discard`, then enter an email on the applicant's card. Once an email
+   is entered, click the :guilabel:`Generate Offer` button, and the email pop-up window loads again.
+
+The default :guilabel:`Recruitment: Your Salary Package` email template is used (set in the
+:guilabel:`Load template` field), and the :guilabel:`Recipients`, :guilabel:`Subject`, and email
+body are pre-populated based on the email template.
+
+If any attachments need to be added, click the :icon:`fa-paperclip` :guilabel:`Attachments` button,
+and a file explorer window appears. Navigate to the desired file, then click :guilabel:`Open` to
+attach it to the email. The attachment loads, and is listed above the :icon:`fa-paperclip`
+:guilabel:`Attachments` button.
+
+Once the email is ready to send, click :guilabel:`Send`. The email pop-up window closes, and an
+:guilabel:`Offers` smart button appears at the top of the applicant's card.
+
+.. note::
+   To send an offer, ensure the *Sign* application is installed. This is necessary, so the offer can
+   be sent to the applicant by the recruiter, and they can actually sign the offer. The applicant
+   does **not** need any software installed to sign the offer.
+
+.. image:: offer_job_positions/send-offer.png
+   :align: center
+   :alt: Send an email to the applicant with a link to the offered salary.
+
+Configure your package
+----------------------
+
+If applicable, the applicant can modify their salary package. This option is not available for all
+localizations. Depending on where the company is located, this option may not be available.
+
+The email template includes a :guilabel:`Configure your package` button. This link takes the
+applicant to a webpage, where they can modify the proposed salary package, and enter their personal
+information.
+
+Once the applicant is hired, the personal information entered on the webpage is imported to their
+employee record, when created.
+
+Once all the information is completed, the applicant can then accept the offer by clicking the
+:guilabel:`Review Contract & Sign` button to accept the contract, and sign it using the *Sign*
+application.
+
+.. _recruitment/offer_job_positions/contract-signed:
+
+Contract signed
+===============
+
+Once the applicant has accepted the offer and signed the contract, the next step is to move the
+applicant to the :guilabel:`Contract Signed` stage. This stage is folded in the Kanban view, by
+default.
+
+To move the applicant to that stage, drag-and-drop the applicant's card to the :guilabel:`Contract
+Signed` stage. If the stage is not visible, click the :icon:`fa-ellipsis-h` :guilabel:`(ellipsis)`
+button to the right of :guilabel:`Contract Proposal` on the applicant's form, and click
+:guilabel:`Contract Signed` from the resulting drop-down menu.
+
+Once the applicant is moved to the :guilabel:`Contract Signed` stage, a green :guilabel:`HIRED`
+banner appears in the top-right of the applicant's card and form.
+
+.. image:: offer_job_positions/hired.png
+   :align: center
+   :alt: Hired banner in the top right corner of applicant card.
+
+Create employee
+===============
+
+Once the applicant has been hired, the next step is to create their employee record. Click the
+:guilabel:`Create Employee` button in the top-left corner of the hired applicant's form.
+
+An employee form appears, with information from the applicant's card, and the employee contract.
+
+Fill out the rest of the employee form. For detailed information on the fields, refer to the
+:doc:`../employees/new_employee` documentation.
+
+Once completed, the employee record is saved in the *Employees* app.