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Recruitment Fundamentals

Estimated Time: 20 minutes Audience: HR Staff, Hiring Managers Prerequisite: Basic Odoo navigation, HR module access

Course Overview

Lesson Topic Time
1 Recruitment Pipeline Overview 10 min
2 Managing Applications 10 min

After completing these lessons, you'll be able to post job openings, track applicants, and move candidates through the hiring pipeline.

Lesson 1: Recruitment Pipeline Overview (10 min)

Learning Objectives

  • Understand the recruitment pipeline stages
  • Navigate the Recruitment module
  • Create and publish a job position

The Recruitment Pipeline

Applications move through stages on a kanban board:

New → Qualified → Interview → Offer → Hired
Stage What Happens
New Application received, initial review needed
Qualified Resume reviewed, meets basic requirements
Interview Scheduled for interview(s)
Offer Offer extended to candidate
Hired Offer accepted, begin onboarding

Open the Recruitment app from the Odoo menu:

  • Applications — View all applications across all positions
  • Job Positions — Manage open positions and their pipelines
  • Configuration — Stages, departments, job titles

Creating a Job Position

  1. Go to Recruitment > Job Positions
  2. Click New
  3. Enter the Job Title and Department
  4. Add the Job Description (this appears on the careers page)
  5. Set the Expected Employees count
  6. Publish to make it visible on the careers page

Write Clear Job Descriptions

Good job descriptions attract better candidates. Include responsibilities, requirements, and what makes Scott Recycling a great place to work.

Lesson 2: Managing Applications (10 min)

Learning Objectives

  • Review and process incoming applications
  • Schedule interviews
  • Move candidates through the pipeline

Processing Applications

  1. Open a Job Position to see its kanban board
  2. New applications appear in the New column
  3. Click an application card to review:
    • Resume — Attached documents
    • Contact info — Phone, email
    • Source — How they found the posting
    • Notes — Internal notes from reviewers

Moving Candidates Forward

Drag the application card to the next stage, or open the application and use the status bar:

Action How
Qualify Drag to Qualified column (or click stage in status bar)
Schedule interview Open application > Schedule Activity > Interview
Make offer Drag to Offer column
Hire Drag to Hired column — triggers employee creation
Reject Click Refuse button — sends rejection email if configured

Scheduling Interviews

  1. Open the application
  2. Click Schedule Activity
  3. Set activity type to Interview
  4. Set the date, time, and assign to the interviewer
  5. Add notes about what to cover
  6. The interviewer receives a notification

Interview Notes

After each interview, add notes to the application record. This creates a history that helps with final decisions and compliance.

What's Next?

  • Read the full Recruitment Guide for detailed configuration and advanced features
  • Review the Careers Page to see how job postings appear to applicants
  • Set up email templates for automated responses to applicants

Quick Reference

Task Steps
Post a new position Recruitment > Job Positions > New > Publish
Review applications Open Job Position > Kanban board
Schedule interview Open application > Schedule Activity > Interview
Make an offer Drag to Offer stage
Hire a candidate Drag to Hired stage (creates employee record)
Reject a candidate Open application > Refuse button