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| reference_requests [2017/03/03 17:44] – 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. |
| **Notes**: Type **References** in to the **Search** field to check whether your CareerPortal instance has a References form. | **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 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. | *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+ | Add a [[general:addnewform | new reference form]].| | ^Add New+ | Add a [[general:addnewform | new reference form]].| |
| | </div> |
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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===== |
