Configuring the Candidate Profile Template (CPT)

Learn about creating candidate profiles.

In today’s competitive market, most companies want to provide their candidates with a quick, easy and intuitive candidate experience.

As the consultant, you need to carefully find your way through the application process of a company and avoid configuration that would make a candidate want to abandon the application process.

The Profile Before Application feature allows customers to set the completion of the candidate profile to required (or obligatory) as the first step in the application process.

The candidate stops by the profile each time before completing an application, but they only need to enter the required data once. Each time after that, the candidate can verify that the data is correct and that data then is updated automatically in the application.

Activation of the Profile Before Application Feature

1. Log in to Provisioning.

2. In Company Settings, select the Complete Profile before Application check box.

To enable this Profile before Application feature, log in to Provisioning and turn on the following switch: Provisioning→Company Settings→Complete Profile Before Application.

It is best practice to enable the Profile Before Application feature. Collect all candidate-specific information in the candidate profile. Collect job-specific information in the application form.

The benefits of using the Profile before Application feature include:

• Synchronizes data completed first on the application with the profile, if the feature is enabled.

• Data completed first on the application automatically synchronizes with the profile if the feature is enabled.

Background elements on the candidate profile can be synced with User Background Elements when User Background Elements are imported.

The Candidate ID can be displayed on the candidate profile pages.

Functionality has to be enabled in Admin Center→Manage Recruiting Settings.

Zone 1, or the Meta Section, contains the template name, description, last modified date, and the spell check tag.

Template details

None of this data is visible in the user interface and no changes are needed here.

Instruction text In the Candidate Profile

Instruction text can be configured in the meta section, which can provide details for the candidate on what information they need to provide. The instruction can be same or different for internal or external candidates.

Zone 2 contains the field definitions.

Field permissions in the Candidate Profile template control the permission to view and edit each field in the candidate profile.

You can set permissions so that field can be hidden, set to read or write for candidates, and set to read or write for recruiting users. Customers can specify whether only a candidate can write to specific fields or whether defined recruiting users who are part of a dynamic group can also write to the field. Permissions can be defined based on the type of candidate (internal or external) and on the country/region of the candidate. If field-permission tags don't exist in the Candidate Profile XML, the default behavior is write permission for all the fields to the candidate and read permission for recruiting users.

Considerations include:

• Multiple role-name elements aren’t supported within a single field-permission element, but doesn't cause an error during Provisioning validation.
• To create a permission element for the candidate role, configure the role-name element with a CDATA value of "Candidate".
• To create a permission element for a dynamic group, configuring the role-name element with a CDATA value of "Dynamic Group".
• When setting up a Dynamic Group, the role-name element must also contain a group-name attribute defining the group the role is tied to.
• The field-permission element must contain at least one country element. Multiple country elements are supported.
• The country element must contain a two-digit ISO code for the applicable country/region or an asterisk to denote all countries/regions, such as US, DE, UK or *. Refer to the Online Browsing Platform (OBP) at the ISO website for the complete list of the two-digit country/region codes.
• For the country-specific permission feature to function properly, the Candidate Profile must contain a field-definition with the id="country" type="picklist" where the picklist-id="country". The country picklist loaded into the instance must be the ISO standard country values. The system does the conversion into the two-character ISO country code, such as US, DE, or UK. Don’t tie the country field to the ISOCountry picklist; this picklist is reserved for Employee Central.

The types of permissions include:

• Read (View) permission allows the appropriate user to read the fields.

• Write (Edit) permission allows the appropriate user to edit the fields; users who have write permission inherently also have read permission.

  

Dynamic groups can be associated to permissions. This feature does not consider groups from Manage Recruiting Groups under administrator.

To enable dynamic groups, proceed as follows:

1. Log in to Provisioning and navigate to Company Settings.

2. Select the checkbox for Dynamic Groups V2 (My Groups) and click Save.

3. Log in to the internal application as an administrator user and navigate to Options→Groups.

4. Create a dynamic group and save it.

5. Associate that dynamic group in the candidate profile.

• Enable the candidate profile and configure essential profile fields to capture relevant candidate information.
• Instruction text can be configured in the meta section and can be same or different for internal or external candidates.
• Types of permissions include: Read (View) and Write (Edit).