Odoo 18 Enterprise Book - Referrals

2. Configuration

The Configuration feature of Odoo 18 Referrals comprises friends, onboarding, rewards, levels, and notifications. Users may easily handle each of these tasks with Odoo 18. Below, we'll review each feature mentioned in the Configuration.

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2.1 Settings

Under the settings option, you are provided with the background option, which helps you to set up a background image, as in the image below.

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You can also restore the default background using the restore default option.

2.2 Rewards

In order to recognize achievement, commitment, and diligence, rewards are given. It is awarded to a company or someone for their success. Each reference submitted by employees in the hiring department earns points and rewards for the Odoo18 reference module. These referral points can be used by staff members to buy goods from the business's website or physical store.

You can see a list of all incentives after choosing the reward option in Configuration. In the Rewards box, employees who have received awards are listed under Cost, Company, Product Name, Activities, and List View. A new prize can be chosen by selecting the New symbol.

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On the blank screen, type the product name and cost per point. You can choose the company name and the present recipient later on in the present Responsible section. You can include pertinent information about the reward under the Description tab.

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Thus, the advantages of the Odoo 18 Referral module are easily explained.

2.3 Levels

Assigning employees to different recruitment process stages based on each referral is easy with the Odoo18 system. In Odoo 18 Referral, the Levels menu is visible beneath the Configuration tab. A user can obtain information on a number of levels through the Levels window, such as the Level name, image, and points. Users can make a new level by clicking the New button.

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In the Levels window, you can input the Level Name and the quantity of points needed to meet the requirements. Users can also apply level-related images under the Image option. Once entered, every piece of data is instantly saved in Odoo 18.

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2.4 Friends

Eye-catching settings and a range of animations also complement the Odoo18 Referral Module's operation. We can manipulate different images and animations to show candidates in specific firm referral processes. In order to manipulate different motion visuals on a platform, Odoo18 creates a special Friends window. All of the related photos are shown in the open window when you choose the Friends option under Configuration. The Friend Name and Dashboard image are displayed on the Friends screen. You can define new buddy info after selecting the New button.

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Enter the friend's name in the appropriate space and select whether to place them in the front or back. Once these parameters are specified, you can use the Dashboard Image field to add images for the friend on a dashboard.

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We can quickly summarize the details about our pals in Odoo 18 as a consequence.

2.5 Alerts

Users can create an informative alert by choosing the Alerts option from the Configuration menu. You can forward emergency-related messages and notifications within the notifications pane. Employees of a company can benefit from being informed about upcoming events. The Alerts pane displays the Date From, Alert name, and Date To details for every pre-configured alert. The New button ensures that you provide new alert data.

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On the open page, enter the start date in the Date From box and the final date in the Date To option. The alert's name and the firm name can also be entered in the Alert box.

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In the On Click column, you can choose options like Go to All Jobs, Not Clickable, and Specify URL. To send the alert mail to the staff, click the Send Mail button in the Alerts window.

2.6 Onboarding

The user can view all of the onboarding messages after selecting the Onboarding option in Configuration. It has the ability to view all created text within the Onboarding box. The "Force Onboarding" button found in the Onboarding options is used to retrigger the onboarding flow for employees who may have skipped or completed it previously. This will make the onboarding visible to all employees who have already seen it. On selecting the icon, you have a confirmation page.

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We can compose a new onboarding message by clicking the New button.

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On the new screen, choose the Company and apply the onboarding message in a text box.

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Every piece of data is easily stored in Odoo 18 as soon as it is stated.

location

Calicut

Cybrosys Technologies Pvt. Ltd.
Neospace, Kinfra Techno Park
Kakkancherry, Calicut
Kerala, India - 673635

location

Kochi

Cybrosys Technologies Pvt. Ltd.
1st Floor, Thapasya Building,
Infopark, Kakkanad,
Kochi, India - 682030.

location

Bangalore

Cybrosys Techno Solutions
The Estate, 8th Floor,
Dickenson Road,
Bangalore, India - 560042

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