ATS v2: Configure Interview Attendee Interviewer Configurations

1. Click Setup.
2. Click Custom Metadata Types.
3. Next to Interviewer Configurations, click Manage Records.
4. Click the action you are looking to configure. The following actions are available out of the box and need to be configured:
   • Internal Interview The third Stage of Job application flow. This is when the recruiter sets up a job interview between Candidate and Client.
   • Send Out The third Stage of Job application flow. This is when the recruiter sets up a job interview between Candidate and Client.
     
5. Click Edit.
6. Select from the list the following options you would like to enable:
   • All Contacts A contact (or client contact) is the person who the recruiter is working with at a Company. In Talent Rover a Contact can be either a Client Contact or a Candidate Contact. Both types of Contacts are stored in the same object (Contact).: Allows the selection of any Contact as an Interviewer.
   • All Users: Allows the selection of any User In Salesforce terminology, this is anybody that has login access to an instance. In Bullhorn Recruitment Cloud instances, usually the staff of recruiting companies as an Interviewer.
   • Contacts with Job A job (vacancy, position, role) is an opening for which a customer's client needs a placement. Account: Allows any contact that is in the same account as the associated job to be selected as an Interviewer.
     • Contacts with Job Account can not be selected while All Contacts is selected.
   • Contacts with Job Roles A job (vacancy, position, role) is an opening for which a customer's client needs a placement.: Allows any contact that has a job role A job (vacancy, position, role) is an opening for which a customer's client needs a placement. assigned to the associated job to be selected as an Interviewer.
     • Contacts with Job Roles can not be selected while All Contacts is selected.
   • Users as Team Members: Allows any user that is assigned as a team member to the associated job to be selected as an Interviewer.
     • Users as Team Members can not be selected while All Users is selected.
   • Enable Team Members Only in the CC Field: Only allow team members to be selected in the email CC field.
   • Active: Specifies if it is an active configuration.
     • The record cannot be saved if no option is selected but the Active check-box is selected.
     • If you are selecting the Active check-box on two different of these metadata type (.mdt) records, understand this will change out of the box behaviors. For more details, see ATS v2: Interview Attendee Interviewer Configurations Logic.
   • Custom Filter Class Name: Allows a custom filtering through the use of a custom apex class.
     • For details on how to implement this logic and what to enter in this field, see ATS v2: Interview Attendee Custom Code Filtering Logic.
7. Click Save.
8. Repeat the above four steps for all actions you would like to configure.

For more details on how the Interview Attendee Interviewer Configurations work, see ATS v2: Interview Attendee Interviewer Configurations Logic.