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| reference_requests [2017/03/03 16:50] – lrosdahl | reference_requests [2019/12/10 09:31] (current) – external edit 127.0.0.1 |
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| <WRAP round intro>The CareerPortal reference request feature allows you to choose when to request an applicant’s references. On the applicant side, an applicant is asked to provide the names and email addresses of a specified number of references when applying for a job. On the hiring side, you can choose when to request those references with the click of a button.</WRAP> | <WRAP round intro>The CareerPortal reference request feature allows you to choose when to request an applicant’s references. On the applicant side, an applicant is asked to provide the names and email addresses of a specified number of references when applying for a job. On the hiring side, you can choose when to request those references with the click of a button.</WRAP> |
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| This feature comprises [[:configurationsettings | configuration settings]], forms, and core questions. See [[:form_management | forms]] and [[:corequestions | core questions]] to learn how forms and core questions work together. Before proceeding, ensure that you have the proper permission level to access the Configuration Settings page. | This feature comprises [[:configurationsettings | configuration settings]], forms, and core questions. See [[:forms | forms]] and [[:corequestions | core questions]] to learn how forms and core questions work together. Before proceeding, ensure that you have the proper permission level to access the Configuration Settings page. |
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| =====Edit reference requests===== | =====Edit reference requests===== |
| ^Field^Description^ | ^Field^Description^ |
| ^ReferenceRequestText | This allows you to customize the message that is sent to the applicant's references provided on the application. The message uses placeholders for values found in the applicant's application (e.g., [Recipient Name], [Applicant Name], and [Position Name]).| | ^ReferenceRequestText | This allows you to customize the message that is sent to the applicant's references provided on the application. The message uses placeholders for values found in the applicant's application (e.g., [Recipient Name], [Applicant Name], and [Position Name]).| |
| ^Edit | {{page>general:editconfigurationsettings}}| | ^Edit | {{page>general:editreferencerequestvalue}}| |
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| =====Create a references form===== | =====Create a references form===== |
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| The second step in setting up the reference request feature is to create at least one form titled References. You can create multiple reference forms for different job position classifications (e.g., References-Full-Time or References-Part-Time). Reference forms are created and maintained on the[[:form_management | Form Management]] page. | The second step in setting up the reference request feature is to create at least one form titled References. You can create multiple reference forms for different job position classifications (e.g., References-Full-Time or References-Part-Time). Reference forms are created and maintained on the[[:forms | Form Management]] page. |
| <WRAP indent>**Notes**: Type **References** in to the **Search** field to check whether your CareerPortal instance has a References form.\\ <WRAP indent>If your CareerPortal instance already has a References form, then proceed to adding core questions below.\\ If your CareerPortal instance does not have a References form, follow the instructions below.</WRAP></WRAP> | **Notes**: Type //References// into the **Search** field to check whether your CareerPortal instance has a References form. |
| | *If your CareerPortal instance already has a References form, then proceed to adding core questions below. |
| | *If your CareerPortal instance does not have a References form, follow the instructions below. |
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| | <div 100%> |
| ^Field^Description^ | ^Field^Description^ |
| ^Add New+ | The **Add New Form** pop-up window is displayed.| | ^Add New+ | Add a [[general:addnewform | new reference form]].| |
| ^Form Name | Type a name for the form.\\ **Note**: You may have reference forms specific to particular jobs.| | </div> |
| ^Form Description | Type a form description.| | |
| *Click **Save** to save your work. | |
| *Click **Cancel** to return to the previous screen. | |
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| =====Add core questions===== | =====Add core questions===== |
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| After adding at least one References [[:form_management | form]], the reference request feature can now be customized to ask a set of questions for each References form using [[:corequestions | Core Questions]]. The References form is associated with its Core Questions using the Add/Edit Core Questions pop-up window. The Add/Edit Core Questions also allows you to further customize the position(s) that a References form is associated with (e.g., an English References form that is specific to all English positions or to only a certain type of English position). See [[general:addeditacorequestion | Add/Edit Core Questions]] for more information on how to add core questions. | After adding at least one References [[:forms | form]], the reference request feature can now be customized to ask a set of questions for each References form using [[:corequestions | Core Questions]]. The References form is associated with its Core Questions using the Add/Edit Core Questions pop-up window. The Add/Edit Core Questions also allows you to further customize the position(s) that a References form is associated with (e.g., an English References form that is specific to all English positions or to only a certain type of English position). See [[general:addeditacorequestion | Add/Edit Core Questions]] for more information on how to add core questions. |
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| **Note**: We recommend using Notepad or other text editor to format the **ReferenceRequestText** **Value**. Use HTML tags to create things like line breaks: | |
| <code><br /></code> | |
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| =====Add references form===== | =====Add references form===== |
| =====Send reference requests===== | =====Send reference requests===== |
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| The reference request feature allows you to choose when to ask for an applicant's references. Doing so streamlines your applicant search by allowing to you only ask for references for applicants who could fill job position. | The reference request feature allows you to choose when to ask for an applicant's references. Doing so streamlines your applicant search by allowing to you only ask for references for applicants who could fill job position. Reference requests are sent from the applicant's [[general:applicantdetail | Applicant Detail]] page. |
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| *Go to the applicant's [[general:applicantdetail | Applicant Detail]] page. | ^Field^Description^ |
| *Click **Request References** to send the applicant's references the email message generated by the **ReferenceRequestText** configuration setting. All core questions that are associated with the References form are sent to the applicant's references via an encrypted link that is rendered inoperable once the reference has submitted his or her responses. | ^Request References | {{page>general:sendreferencerequests}}| |
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| <WRAP indent><WRAP indent>All reference responses are appended to the applicant's application and are viewable on the Applicant Detail page.</WRAP></WRAP> | |
