[IMP] Referrals: Update share jobs

closes #14078

X-original-commit: 4def11f
Signed-off-by: Lara Martini (larm) <larm@odoo.com>

Author: larm-odoo

content/applications/hr/referrals/share_jobs.rst

@@ -2,26 +2,29 @@
 Share job positions
 ===================
 
-In Odoo *Referrals*, users can earn referral points by sharing job positions with potential
-applicants. Job positions can be shared in several ways, through the :ref:`View Jobs
-<referrals/view-jobs>` button and the :ref:`Email A Friend <referrals/email-jobs>` button, located
-at the bottom of the *Referrals* app dashboard.
+In Odoo **Referrals**, users can earn referral points by sharing job positions with potential
+applicants. Individual job positions can be shared in several ways: via :ref:`email
+<referrals/email>`, :ref:`SMS <referrals/sms>`, :ref:`WhatsApp <referrals/whatsapp>`, a
+:ref:`tracking link <referrals/link>`, and various :ref:`social media platforms <referrals/social>`.
+
+Additionally, *all* job positions can be :ref:`shared via email <referrals/email-jobs>`, instead of
+sharing individual job positions.
 
 .. note::
-   Sharing jobs can **only** occur after onboarding slides have been viewed or skipped.
+   Sharing jobs can **only** occur after :ref:`onboarding <referrals/onboarding>` slides have been
+   viewed or skipped.
 
 .. _referrals/view-jobs:
 
-View Jobs
-=========
+View all jobs
+=============
 
 To see all job positions that are actively recruiting candidates, click the :guilabel:`View Jobs`
-button on the main *Referrals* dashboard. This presents all job positions, with each individual job
+button on the main **Referrals** app dashboard. This presents all job positions, with each job
 presented with its own card.
 
 .. image:: share_jobs/jobs.png
-   :align: center
-   :alt: The 'View Jobs' screen, displaying all current open job positions. All information is
+   :alt: The View Jobs screen, displaying all current open job positions. All information is
          displayed on the card.
 
 Each job position card contains the following information:
@@ -30,24 +33,30 @@ Each job position card contains the following information:
   form.
 - The number of :guilabel:`Open Positions` being recruited. This information is taken from the
   *Expected New Employees* field of the *Recruitment* tab of the job form.
-- The points a user earns when an applicant applies for the position.
+- The :doc:`points <points>` a user earns when an applicant applies for the position.
 - The job description detailing the job position. This information is taken from the *Job Position*
   tab of the job form.
 
-To see all the details for a job position, click the :guilabel:`More Info` button on the specific
-card. This opens the job position webpage in a new browser tab. This is what an applicant sees
-before applying for a position.
-
 .. note::
-   Only published job positions are visible in the *Referrals* app. To check which job positions are
-   published or not, refer to the :doc:`../recruitment/new_job` documentation.
+   Only published job positions are visible in the **Referrals** app. To check which job positions
+   are published or not, refer to the :doc:`../recruitment/new_job` documentation.
 
-Refer friends
-=============
+Share an individual job
+=======================
+
+To share an individual job position, first click the :guilabel:`View Jobs` button on the main
+**Referrals** app dashboard. This presents a list of all currently published jobs. From this page,
+an individual job can be shared with someone using one of the methods below.
 
-To share a job position with someone, click the :guilabel:`Refer Friend` button on the specific job
-position card. A pre-configured :guilabel:`Send Job Offer by Mail` pop-up window appears. Enter the
-recipient's email address in the :guilabel:`Email` field.
+.. _referrals/email:
+
+Send email
+----------
+
+To share an individual job position via email, click the :icon:`fa-envelope-o` :guilabel:`Send
+Email` button on the specific job position card. A preconfigured email template appears in a pop-up
+window, using the :guilabel:`Send Job Offer by Mail` template. Enter the recipient's email address
+in the :guilabel:`Email` field.
 
 The :guilabel:`Subject` and :guilabel:`Body` are populated using a default template. The
 :guilabel:`Subject` `Job for you` is present, by default, but can be modified, if desired.
@@ -58,78 +67,126 @@ position listed on the website.
 
 When the prospective employee receives the email, the link sends them to the job position page,
 where they can apply for the position, and the person who referred them is tracked in the
-*Referrals* application.
+**Referrals** app.
 
 If desired, add any text or closing salutation to the email body. When all edits have been made,
 click :guilabel:`Send Mail` to send the email, or click :guilabel:`Cancel` to close the pop-up
 window.
 
 .. image:: share_jobs/email.png
-   :align: center
    :alt: Referral email pop-up window with the email message inside it.
 
-Share a job
-===========
+.. _referrals/sms:
+
+Send SMS
+--------
+
+To share an individual job position with someone via SMS (text message), click the :icon:`fa-mobile`
+:guilabel:`Send SMS` button on the specific job position card. A preconfigured :guilabel:`Send Job
+Offer by SMS` pop-up window appears. Enter the recipient's mobile number in the
+:guilabel:`Recipient` field.
 
-Other than sending an email, job positions can be shared, via social media platforms, and by
-tracking links to the job position. At the bottom of each job position card are four icons, and
-corresponding tracking links, that can be used to share the job position, keeping track of
-applicants in the *Referrals* application.
+Modify the prepopulated :guilabel:`Body` message, if desired, then click the :guilabel:`Send SMS`
+button to send the message, or click :guilabel:`Cancel` to close the pop-up window and cancel the
+message.
 
-.. image:: share_jobs/share.png
-   :align: center
-   :alt: The various sharing icons that appear for each job.
+.. note::
+   Sending text messages is **not** a default capability with Odoo. To send text messages, credits
+   are required, which need to be purchased. For more information on IAP credits and plans, refer to
+   the :doc:`../../essentials/in_app_purchase` documentation.
 
-Link
-----
+.. _referrals/whatsapp:
 
-To share the job position with a customized tracking link, click the :guilabel:`Share Now` button
-with the :icon:`fa-chain` :guilabel:`(link)` icon above it. A :guilabel:`Link to Share` pop-up
-window appears with the tracking link. Click :guilabel:`Copy` to copy the link. After the link is
-copied, click the :guilabel:`Close` button to close the pop-up window. Next, share the link with
-the prospective employee.
+Send WhatsApp
+-------------
 
-Facebook
+To share an individual job position with someone via WhatsApp, click the :icon:`fa-whatsapp`
+:guilabel:`Send WhatsApp` button on the specific job position card. A preconfigured :guilabel:`Send
+Job Offer by WhatsApp` pop-up window appears. Enter the recipient's mobile number in the
+:guilabel:`Recipient` field.
+
+Modify the default message, if desired, then click the :guilabel:`Send WhatsApp` button to send the
+message, or click :guilabel:`Cancel` to close the pop-up window and cancel the message.
+
+.. note::
+   To send WhatsApp messages, WhatsApp must be configured in Odoo. For more information, refer to
+   the :doc:`../../productivity/whatsapp` documentation.
+
+Job page
 --------
 
-To share the job position using Facebook, click the :guilabel:`Share Now` button with the
-:icon:`fa-facebook` :guilabel:`(Facebook)` icon above it.
+To see all the details for a job position, click the :icon:`fa-globe` :guilabel:`Job Page` button on
+the specific card. Doing so opens the job position webpage in a new browser tab. This is what an
+applicant sees before applying for a position.
+
+.. _referrals/link:
+
+Share now
+---------
 
-If the user is already logged into Facebook, when the the :guilabel:`Share Now` button is clicked, a
-:guilabel:`Share on Facebook` page loads in a new tab, with the link populated in the main body of
-the new post in a pop-up window. If the user is *not* already logged in, a log-in screen loads,
-instead, prompting the user to log-in to Facebook first.
+To share the job position with a customized tracking link, click the :icon:`fa-chain`
+:guilabel:`Share Now` button to copy the link. A pop-up window in the corner of the computer loads,
+stating `Referral link: (link to Job Position) has been copied to clipboard`.
+
+Next, share the link with the prospective employee.
+
+.. _referrals/social:
+
+Share a job via social media
+----------------------------
+
+Other than sending an email, SMS, WhatsApp message, or sharing a tracking link, job positions can be
+shared via social media platforms (:ref:`Facebook <referrals/facebook>`, :ref:`X <referrals/x>`, and
+:ref:`LinkedIn <referrals/linkedin>`. On each job position card are the three corresponding social
+media icons that can be used to share the job position, keeping track of applicants in the
+**Referrals** application.
+
+.. _referrals/facebook:
+
+Facebook
+~~~~~~~~
+
+To share the job position using Facebook, click the :icon:`fa-facebook` :guilabel:`Share Now`
+button.
+
+If the user is already logged into Facebook, when the :icon:`fa-facebook` :guilabel:`Share Now`
+button is clicked, Facebook loads in a new tab, where a :guilabel:`Create post` pop-up window loads
+with the tracking link attached.
 
 Type in any additional information to add to the post, then share the job position using the
 available options in Facebook.
 
+.. note::
+   To share the job via Facebook,first, the user **must** be logged into Facebook. If the user is
+   *not* already logged in, when the :icon:`fa-facebook` :guilabel:`Share Now` button is clicked, a
+   new tab loads, stating `You are not logged in. Please login and try again.`
+
+.. _referrals/x:
+
 X (formerly Twitter)
---------------------
+~~~~~~~~~~~~~~~~~~~~
 
-A job position can also be shared on X. Click the :guilabel:`Share Now` button with the
-:guilabel:`(X)` icon above it.
+To share a job position on X, click the :guilabel:`X Share Now` button.
 
-If the user is already signed-in to X, when the :guilabel:`Share Now` button is clicked, an X page
+If the user is already signed-in to X, when the :guilabel:`X Share Now` button is clicked, an X page
 loads in a new tab with a pre-populated message ready to post, in a draft pop-up window. If the user
 is *not* already signed-in, a sign-in screen loads instead, prompting the user to first sign-in to
 X.
 
-The default message is:
+Type in any additional information, or make any edits to the default message, then share using the
+available options in X.
 
-`Amazing job offer for (Job Position)! Check it live: (link to Job Position)`
-
-Type in any additional information, or make any edits to the message, then share using the available
-options in X.
+.. _referrals/linkedin:
 
 LinkedIn
---------
+~~~~~~~~
 
-To share a job position on LinkedIn, click the :guilabel:`Share Now` button with the
-:icon:`fa-linkedin` :guilabel:`(LinkedIn)` icon above it.
+To share a job position on LinkedIn, click the :icon:`fa-linkedin` :guilabel:`Share Now` button.
 
-If the user is already logged into LinkedIn, when the :guilabel:`Share Now` button is clicked, a new
-tab loads in LinkedIn, with a link to the job position at the top. If the user is *not* already
-logged in, a log-in screen loads instead, prompting the user to log-in to LinkedIn first.
+If the user is already logged into LinkedIn, when the :icon:`fa-linkedin` :guilabel:`Share Now`
+button is clicked, a new tab loads in LinkedIn, with a link to the job position at the top. If the
+user is *not* already logged in, a log-in screen loads instead, prompting the user to log-in to
+LinkedIn first.
 
 The job position can be shared either in a public post, or in a private message to an individual (or
 group of individuals).
@@ -139,27 +196,20 @@ available options in LinkedIn.
 
 .. _referrals/email-jobs:
 
-Email a friend
---------------
+Share job list
+==============
 
 Another way to share job opportunities is to share the entire current list of open job positions,
 instead of one job position at a time. To do this, navigate to the :menuselection:`Referrals` main
 dashboard. Click the :guilabel:`Email a friend` button at the bottom of the screen. A
 :guilabel:`Send Job Offer by Mail` pop-up window appears.
 
-Enter the email address in the :guilabel:`Email` field. The email can be sent to multiple
-recipients by separating each email address with a comma followed by a single space. The
-:guilabel:`Subject` is pre-configured with :guilabel:`Job for you`, but can be edited.
-
-The email :guilabel:`Body` is also populated with pre-configured text. The text that appears is:
-
-`Hello,`
-
-`There are some amazing job offers in my company! Have a look, they can be interesting for you\:`
-
-`See Job Offers`
+Enter the email address in the :guilabel:`Email` field. The email can be sent to multiple recipients
+by separating each email address with a comma followed by a single space. The :guilabel:`Subject` is
+preconfigured with :guilabel:`Job for you`, but can be edited. The email :guilabel:`Body` is also
+populated with preconfigured text.
 
-The :guilabel:`See Job Offers` text is a tracking link to a complete list of all job positions
+The link to all active job positions is a tracking link to a complete list of all job positions
 currently being recruited for. Add any additional text and make any edits to the message body, if
 necessary. Then, click :guilabel:`Send Mail` to send the email. This sends the message, and closes
 the window.