Odoo Recruitment SMS

Quick communication with applicants via SMS messages

The Recruitment SMS module extends the Recruitment module to send SMS to applicants directly from recruitment records, support bulk SMS sending to multiple applicants at once, and track SMS history sent to each applicant.

Integrated with SMS gateway for automated messaging, use pre-built message templates, and track SMS sending status (Sent, Delivered, Failed). The module is automatically installed when both hr_recruitment and sms are activated.

Send SMS
Bulk SMS
Message Templates
SMS History
SMS Gateway
Status Tracking

Key Benefits

Key points

  • Quick communication: Send instant notifications to applicants via SMS

  • Time-saving: Send bulk messages to multiple applicants at once

  • Centralized tracking: SMS history stored on applicant records

  • Automation: Integrated with recruitment workflow


Key Terminology

FieldsTrường dữ liệuDescription
Send SMSGửi SMSAction to send messages
SMS ComposerSoạn SMSMessage composition interface
Mass SMSSMS hàng loạtSend to multiple recipients
MessageTin nhắnSMS content
RecipientsNgười nhậnList of applicants receiving SMS
SMS LogLịch sử SMSLog of sent messages

SMS Status

Message Status

EnglishVietnameseDescription
SentĐã gửiSMS has been sent
DeliveredĐã nhậnApplicant received SMS
FailedThất bạiSMS sending failed
PendingĐang chờSMS pending processing

Interface & Menu

This module extends views in the Recruitment application. The Send SMS button appears in List view and Kanban view of Applications when selecting one or more applicants.

Key points

  • Recruitment → Applications → [Select applicants] → Action: Send SMS

  • Recruitment → Job Positions → [Position] → Applicants → Action: Send SMS

  • Chatter: SMS history displayed in Chatter tab of applicant record


SMS Composer Fields

Fields in SMS composition interface

FieldDescriptionRequired
RecipientsList of applicants receiving SMS (auto-filled)Yes
MessageSMS message contentYes
Use TemplateSelect pre-built message templateNo

Send SMS to Individual Applicant

Send SMS message to a specific applicant from recruitment record.

Steps

  • 1. Go to Recruitment → Applications

  • 2. Select one applicant (tick checkbox)

  • 3. Click Action → Send SMS

  • 4. SMS Composer window displays with applicant information

  • 5. Enter message content or select Use Template to use pre-built template

  • 6. Click Send SMS to send

  • 7. Check sending status in Chatter tab of applicant record


Send Bulk SMS

Send SMS messages to multiple applicants at once to save time.

Steps

  • 1. Go to Recruitment → Applications

  • 2. Select multiple applicants (tick multiple checkboxes)

  • 3. Click Action → Send SMS

  • 4. Compose common message for all applicants

  • 5. Click Send SMS to send in bulk

  • 6. System sends individual SMS to each applicant


Filter Applicants Before Sending SMS

Use filters to select specific groups of applicants before sending bulk SMS.

Steps

  • 1. Go to Recruitment → Applications

  • 2. Use Filter to filter applicants by Stage, Job Position, or other criteria

  • 3. Example: Stage = Initial Qualification, Job Position = [Specific position]

  • 4. Select all filtered applicants

  • 5. Click Action → Send SMS

  • 6. Compose and send message


Phone Number Validation

Applicants must have valid phone numbers to receive SMS. The system automatically validates phone number format before sending.

Key points

  • Phone number stored in Mobile or Phone field of applicant

  • System automatically validates phone number format

  • If number is invalid, SMS will not be sent

  • Phone number format must include country code (e.g., +84...)


Using Message Templates

Create and use message templates to save time when sending SMS to applicants.

Steps

  • 1. Go to Settings → Technical → SMS Templates

  • 2. Create new template with Name, Model (hr.applicant), Body (template content)

  • 3. Use dynamic variables: ${object.partner_name}, ${object.job_id.name}, ${object.company_id.name}

  • 4. When sending SMS, select Use Template and choose created template

  • 5. Adjust content if needed before sending


Message Template Examples

Common message templates used in recruitment process.

Key points

  • Interview invitation: "Hello ${object.partner_name}, We invite you to interview for ${object.job_id.name}. Time: [Date time], Location: [Address]. Please confirm attendance."

  • Interview reminder: "Hello [Name], Reminder: Your interview is at [Date time] at [Location]. See you!"

  • Job offer notification: "Hello [Name], Congratulations! You have been selected for [Position]. We will contact you via email with details."

  • Rejection notification: "Hello [Name], Thank you for applying. Unfortunately, we cannot proceed this time. Wish you success!"


Track SMS History

View SMS history sent to each applicant or all SMS in the system.

Steps

  • 1. View on applicant record: Open record → Chatter tab → view SMS list

  • 2. Each message displays: Content, Send time, Status, Sender

  • 3. View all SMS: Settings → Technical → SMS → SMS

  • 4. Filter by Model (hr.applicant), Date (time range), State (status)


Handle Failed SMS

When SMS has Failed status, check and resolve the following issues.

Steps

  • 1. Check if applicant phone number has correct format

  • 2. Check SMS gateway configuration (Settings → Technical → SMS)

  • 3. Check remaining SMS credits

  • 4. Check internet connection

  • 5. Resend SMS after fixing errors


Interview Invitation Workflow via SMS

Complete workflow to send interview invitations to applicants via SMS.

Steps

  • 1. Filter suitable applicants by Stage or Job Position

  • 2. Select applicants to invite for interview

  • 3. Click Send SMS

  • 4. Select Interview Invitation template

  • 5. Adjust content (specific date, time, location)

  • 6. Send SMS

  • 7. Track sending status in Chatter

  • 8. Wait for applicant response


Recruitment Result Notification Workflow

Send recruitment result notifications to applicants after decision is made.

Steps

  • 1. After recruitment decision is made

  • 2. Filter hired applicants: Stage = Contract Proposal

  • 3. Filter rejected applicants: Stage = Refused

  • 4. Send hired notification SMS: Use Job Offer template

  • 5. Send rejection notification SMS: Use Rejection Notice template

  • 6. Save history on applicant record


Practical Tips

Key points

  • Create message templates: Prepare templates for common situations (interview invitations, result notifications)

  • Verify phone numbers: Ensure applicant phone numbers are correct before sending

  • Send during business hours: Avoid sending SMS too early (before 8am) or too late (after 6pm)

  • Keep content concise: SMS has character limits (160 characters, Vietnamese with diacritics about 70 characters)

  • Track status: Check if SMS was sent successfully in Chatter

  • Personalize messages: Add applicant name and job position to content

  • Send timely: Quick notifications create good impression with applicants

  • Save history: All SMS are saved on applicant records for tracking


Important Notes

Key points

  • SMS costs: Each SMS has a cost, check credits before bulk sending

  • Phone number format: Phone numbers must include country code (e.g., +84...)

  • Character limits: SMS typically limited to 160 characters (Vietnamese with diacritics: about 70 characters)

  • Sending time: Avoid sending outside business hours (8am-6pm)

  • Professional content: Maintain polite, professional tone

  • Sent SMS cannot be recalled: Check content carefully before sending

  • Wrong content sent: Send new SMS to correct and note on applicant record


Troubleshooting

Common situations and solutions when SMS sending encounters issues.

Key points

  • SMS not sending: Check phone number, SMS gateway configuration, SMS credits, internet connection

  • SMS sent but not received: Phone number not active, mobile network issues, applicant blocked messages

  • Alternative solutions: Try contacting via email or phone if SMS fails