Applicant Tracking System
The Application Tracking System, or ATS for short, is a kanban board used to track where candidates are in the recruitment process for each Job (seven20__Job__c) and easily transition them through the stages of the application process, while performing key tasks as they progress.
Access
The ATS is exposed as a URL addressable Lightning Component and as such, simply requires a hyperlink to be navigated to. We provide the following methods of navigation by default:
- A hyperlinked formula field seven20__ATS__c on the job object
- A button on the job record page which navigates to the ATS
To build custom navigation, use the following URL format:
/lightning/cmp/seven20__ATS?seven20__id=JOB_RECORD_ID
When building custom navigation links, always use the 18 character Job record Id
Overview
The ATS is made up of several different areas, each serving a different purpose. These are:
Header
The header of the ATS contains a linked name of the job and two rows of actions. The first row contains the ATS level action buttons which are performed against one or more selected application cards, or the job as a whole.
The second row contains toggles which are used to configure working with the ATS. These are:
| Action | Icon | Description |
|---|---|---|
| Toggle field names on application cards | Toggles the visibility of the field names on application cards; persistent when switching ATS. The default setting can be configured at the org, profile and user level via user settings. | |
| Select / deselect all candidates | Selects / deselects all candidates. Rejected candidates are only selected when visible. | |
| Toggle rejected cards | Toggle whether rejected cards are visible. The button is highlighted when rejected cards are visible. If there are fewer than 250 total applications, rejected cards are visible by default; once there are 250 or more total applications, rejected cards are hidden by default | |
| Toggle additional details panel | Toggles the visibility of the additional details panel. The button is highlighted when the panel is visible. By default the panel is hidden | |
| Show job interviews | Opens a modal displaying all the interviews against the job | |
| Refresh | Refreshes the ATS, reloading all the applications card details |
These secondary actions are not customisable.
Sorting
Sorting of application cards within the ATS is controlled via a field selector and sort direction arrow adjacent to the toggle buttons in the header. Sorting is applied globally to applications in all stages and the default sorting applied on page load is by Candidate Name ascending. The fields available for sorting are those included for display on the application cards - by default these are Name, Desired Pay, and Days in Stage. If the display fields are customised using a field set, the sort options will be Name plus the fields in the field set.
Kanban
The kanban is the main area of the ATS and is where the application cards are displayed. The kanban is made up of several columns, each representing a stage in the recruitment process. See here for more details.