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[IMP] Recruitment: Update refuse applicant #13907

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39 changes: 19 additions & 20 deletions content/applications/hr/recruitment/refuse_applicant.rst
Original file line number Diff line number Diff line change
Expand Up @@ -4,13 +4,13 @@ Refuse applicants

At any point in the recruitment process, an applicant can be refused for a job position.

To refuse an applicant, start by navigating to the applicant's card in the *Recruitment* app. This
To refuse an applicant, start by navigating to the applicant's card in the **Recruitment** app. This
is done in one of two ways:

- Navigate to :menuselection:`Recruitment app --> Applications --> All Applications`. In the
:guilabel:`Applications` list, click anywhere on the desired applicant's line to open that
specific applicant's card.
- Navigate to the main *ob Positions* dashboard by navigating to :menuselection:`Recruitment app
- Navigate to the main *Job Positions* dashboard by navigating to :menuselection:`Recruitment app
--> Applications --> By Job Position`. Next, click on the desired job position card, then click on
the individual applicant card from the :guilabel:`Applications` page.

Expand All @@ -37,15 +37,13 @@ The default refuse reasons in Odoo, and their corresponding email templates, are
* - Email Template
- Refusal Reason
* - :guilabel:`Recruitment: Refuse`
- | :guilabel:`Doesn't fit the job requirements`
| :guilabel:`Language issues`
| :guilabel:`Role already fulfilled`
- | :guilabel:`Does not fit the job requirements`
| :guilabel:`Job already fulfilled`
| :guilabel:`Duplicate`
| :guilabel:`Spam`
* - :guilabel:`Recruitment: Not interested anymore`
- | :guilabel:`Refused by Applicant: don't like job`
| :guilabel:`Refused by Applicant: better offer`
| :guilabel:`Refused by Applicant: salary`
- | :guilabel:`Refused by applicant: job fit`
| :guilabel:`Refused by applicant: salary`

Additional refusal reasons :ref:`can be created, and existing ones can be modified (or deleted)
<recruitment/new-refuse>`.
Expand All @@ -58,8 +56,8 @@ Create or modify refuse reasons
-------------------------------

To view and configure refuse reasons, navigate to :menuselection:`Recruitment app --> Configuration
--> Applications: Refuse Reasons`. Doing so reveals the :guilabel:`Refuse Reasons` page, where all
the existing refuse reasons are listed.
--> Refuse Reasons`. Doing so reveals the :guilabel:`Refuse Reasons` page, where all the existing
refusal reasons are listed.

To create a new refuse reason from the :guilabel:`Refuse Reasons` page, click the :guilabel:`New`
button in the top-left corner. A blank line appears at the bottom of the list, with an empty field
Expand All @@ -68,8 +66,8 @@ present in the :guilabel:`Description` column.
Type in the new refuse reason in the field. It is recommended to enter a reason that is short and
concise, such as `Offer expired` or `Withdrew application`.

Then, in the :guilabel:`Email Template` field, click on the field to reveal a drop-down menu.
Select an :guilabel:`Email Template` from the list to be used when this refuse reason is selected.
Then, in the :guilabel:`Email Template` field, click on the field to reveal a drop-down menu. Select
an :guilabel:`Email Template` from the list to be used when this refuse reason is selected.

If a new :guilabel:`Email Template` is desired, type in the name for the new template in the field.
Then, click :guilabel:`Create and edit...`, and a :guilabel:`Create Email Template` form pop-up
Expand Down Expand Up @@ -101,12 +99,11 @@ Send refusal email
==================

After clicking the :guilabel:`Refuse` button on an applicant form, a :ref:`Refuse Reason
<recruitment/refuse-reasons>` can be selected from the :guilabel:`refuse reason` pop-up window.
<recruitment/refuse-reasons>` is then selected from the :guilabel:`Refuse Reason` pop-up window.
Then, two fields appear below the selected refusal reason: :guilabel:`Send Email` and
:guilabel:`Email Template`.

.. image:: refuse_applicant/refuse-pop-up.png
:align: center
:alt: The Refuse Reason pop-up window that appears when refusing an applicant.

The applicant's email address automatically populates the :guilabel:`Send Email` field; additional
Expand All @@ -124,7 +121,6 @@ refusal email is sent to the applicant, and a red :guilabel:`Refused` banner app
applicant's card in the top-right corner.

.. image:: refuse_applicant/refuse.png
:align: center
:alt: An applicant's card with the refused banner appearing in the top-right corner in red.

View refused applicants
Expand All @@ -134,11 +130,14 @@ After refusal, the applicant's card is no longer visible in the job position's K
it is still possible to view applicants who have been refused.

To view only the refused applicants, go to :menuselection:`Recruitment app --> Applications --> By
Job Positions`, or :menuselection:`Recruitment app --> Applications --> All Applications`.

On the :guilabel:`Applications` page, click the :icon:`fa-caret-down` :guilabel:`(caret down)`
button in the :guilabel:`Search...` bar, then click :guilabel:`Refused`, located under the
:guilabel:`Filters` section.
Job Positions`, or :menuselection:`Recruitment app --> Applications --> All Applications`. Both
methods navigate to the :guilabel:`Applications` dashboard, the only difference is :guilabel:`By Job
Positions` displays applicants in a Kanban view, while :guilabel:`All Applications` displays
applicants in a list view.

On the :guilabel:`Applications` page, click the :icon:`fa-caret-down` :guilabel:`(Toggle Search
Panel)` button in the search bar, then click :guilabel:`Refused`, located under the
:icon:`fa-funnel` :guilabel:`Filters` section.

All applicants that have been refused for the job position appear on the :guilabel:`Applications`
page for that position, organized by the stage they were in when they were refused.
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