Application Cards
Each application against the job is represented by a card, which can be dragged and dropped between stages. These cards contain information about the applicant and there are several actions which can be performed against them.
Cards can be selected for use within ATS level actions by clicking on their card. Selected cards will have a blue border around them. Rejected applicants can be selected by clicking on the tick box in the top right corner of their card.
Fields
The following fields are displayed on the application card by default:
| Displayed Name | Field API Name | Notes |
|---|---|---|
| Candidate name | seven20__Candidate__r.Name | Displayed as a link to the contact record in the header |
| Desired pay rate | seven20__Desired_Pay_Rate__c | |
| Days in stage | seven20__Days_in_Stage__c | Will be displayed as "In Stage: n days" |
Field Customisations
These fields can be customised via field sets on a record type by record type basis by utilising the record type customisation metadata as follows:
| Field Label | Field Value |
|---|---|
| SObject | seven20__Application__c |
| Customisation Name | Ats Card Fieldset |
| Customisation Value | seven20__Application__c field set API name |
Regardless of customised fields, the candidate name will always be present.
If a user doesn't have field level permissions to read a field on the card, it will not be displayed
Actions
As well as displaying fields, each card has a number of actions which can be performed by clicking on the button icons on the bottom of the card. These actions are not currently configurable.
| Action Name | Icon | Description |
|---|---|---|
| View application record | Opens the application record in a new tab | |
| View placement record | Opens the placement record in a new tab. If the application has multiple placements, the most recent is opened. Only visible if the application has a placement | |
| View emails | Used to view the email sent to the hiring manager during CV submission. Only visible if a CV has been submitted | |
| View interviews | Used to view the details about interviews against this application. The icon is prefixed with the number of interviews. Only visible if there are interviews | |
| View files | Shows files related to the application's contact record | |
| Reject application | Rejects the application and moves it to the rejected stage. Only visible if the application hasn't been rejected | |
| Un-reject application | Un-rejects the application and moves it to the stage it was at before rejection. Only visible if the application has been rejected |
Popovers
Popovers can be configured to display additional information about related records when hovering over specific areas of the card. These are configured via field sets, however the specifics for each object type differ. The following table details how each can be configured:
| Object | Activation Area | Configuration Details |
|---|---|---|
| Contact | Candidate name link | Seven20 Configuration setting with developer name ATS_Candidate_Popover_Fieldset |
| seven20__Application__c | View application record button | Configurable on a record type by record type basis using the record type customisation metadata. Uses the customisation name Application ATS Popover Fieldset |
| seven20__Placement__c | View placement record button | Seven20 Configuration setting with developer name ATS_Placement_Popover_Fieldset |