ATS v2: Admin: Verify Separate Interview, Interviewee Templates Email Page Types

Make sure that records for the default BH4SF OOTB Email Page Types are present.

1. Click the 9 dots icon for the App Launcher.
2. In the field Search apps and items..., enter "Email Page Types".
3. Click the dropdown, and select from All List view.
4. Verify the Email Page Types match the below list:
   • ATSv2 In BH4SF, the newest version of the ATS tool (Application Tracking System): Internal Interview The third Stage of Job application flow. This is when the recruiter sets up a job interview between Candidate and Client. (API API, or Application Programming Interface, is used by customers to create custom career portals or to take advantage of Data Mirror/DataMart. Bullhorn prefers to use REST API. Name: InternalInterview)
   • ATSv2: Send Email (API Name: SendEmail)
   • ATSv2: SendOut A Client Submission (Sendouts, CV Sent) occurs when a recruiter sends a candidate to the hiring manager for approval to have an interview. Schedule (API Name: SendOutSchedule)
   • ATSv2: Submit With Email (API Name: SubmitWithEmail)
   • CV Manager - Share CV (API Name: ShareCV)
   • Call List - Candidate A person looking for a job. A candidate can also be referred to as a Job Seeker, Applicant, or Provider. Marketing (API Name: MarketingCallList)
   • Call List - Standard (API Name: StandardCallList)
   • Job Lead Name of BH4SF custom object. It stores details about a Job position not yet advertised or confirmed by a potential Client. Once the Client agrees to use the recruiter's services to fill the open position, then a Job Lead can be converted into Job record. Email (API Name: JobLeadEmail)
   • Long List Name of a BH4SF custom object. It 'captures' Candidates that look like a good match for a Job, before the actual hiring process begins. It's like a list of potential candidates (API Name: LongList)
   • Registration Interview (API Name: RegistrationInterview)
   • Rejection Email (API Name: Rejection)
   • TextKernel A BH4SF partner. One of the Search and Match / Resume Parsin services providers integrated with BH4SF Sam Email (API Name: TextKernelSamEmail)
   • Unrejection Email (API Name: Unrejection)
   • Group Interview (API Name: GroupInterview)
   • Interview Cancel (API Name: InterviewCancel)

Missing Email Page Types

Complete the following steps if some of the OOTB default email page types are missing:

1. Create the email page type if it's missing from the aforementioned list.
2. Execute the following Apex script in the Developer Console:
   
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     TR1.Utility.createDefaultEmailPageTypes();

3. Refresh the list of email page types.
4. The missing records for the main OOTB email page types should appear.

Next Steps

You will want to ensure Email Page Type records have a specific record type. For details, see ATS v2: Admin: Configure Separate Interview, Interviewee Templates Email Page Record Types.