ATS v2: Customizing Candidate Stages

This article applies to ATS v2s using the ATS v2 data model only.

Overview

There are several customizations available for Candidate A person looking for a job. A candidate can also be referred to as a Job Seeker, Applicant, or Provider. Stages within ATS v2 including adding, removing, and renaming stages. This article walks you through how to add, remove, and rename stages.

This article is intended for System Administrators.

Add a New Stage

1. Add the new stage name as a picklist value in the TR1__Stage__c picklist field within the Application V2 A BH4SF custom object introduced when new data model ATSv2 was added to the core product object.
2. Enable the new picklist value for all relevant Record Types.
   
   

   The package includes the following Record Types:

   • Consulting
   • Fixed Term Booking Fifth Stage of Job placement flow, a Candidate that reaches the Closing Report Placement stage has been assigned to a job. In BH4SF, a 'Closing Report' is a record that captures all the information related to the newly filled position (name of Candidate, position, salary, start date, which recruiter gets credit for the hire etc.)
   • Permanent
   • Retained

   If any custom Job A job (vacancy, position, role) is an opening for which a customer's client needs a placement. Record Types have been added in your Org, ensure that you also add the same Record Type to the Application First stage of Job placement flow (Application> Submittal>Interview>Offer> Placement) V2 object and the Closing Report Fifth Stage of Job placement flow, a Candidate that reaches the Closing Report Placement stage has been assigned to a job. In BH4SF, a 'Closing Report' is a record that captures all the information related to the newly filled position (name of Candidate, position, salary, start date, which recruiter gets credit for the hire etc.) object. Then, enable your new stage picklist value for the custom record type(s).

3. Run the following line of script in the Developer Console by clicking the Setup icon at the top right of screen, and then Developer Console. Go to Debug > Open Execute Anonymous Window and enter the following:
   
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   TR1.RecordTypePicklistDescriber.refreshPicklistMetadata();

4. Go to Application page layout in Application V2 object and create a new section with Stage Name Details. After doing this, add the related fields under this section.
5. Set up a data entry page for the newly created stage (if required):
   • Create a new Field Set in the Application V2 object and add the required fields to the Field Set for the data entry page.
   • Create a new ATS New Stage Config Custom Metadata Type entry with the following:
     • Label: Any Label name
     • FieldSetName: 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 of the new Field Set
     • StageName: Stage Name
6. Add the appropriate Job stage banner (stage icon) for the newly created stage in Setup > Static Resources.
   • Create a new static resource with the name ATSv2 In BH4SF, the newest version of the ATS tool (Application Tracking System)_ + your new stage name.
   • Upload the banner image for your new stage under the Static Resource.
   • If the stage name includes two words (such as Final Decision), then combine both words and add a prefix string in the Static Resource name (ATSv2_FinalDecision).

Remove an Existing Stage

1. Remove the Stage Name from the TR1__Stage__c picklist values in the Application V2 object.
2. Go to the Application page layout in the Application V2 object and remove the related section.

3. Run the following line of script in the Developer Console by clicking the Setup icon at the top right of screen, and then Developer Console. Go to Debug > Open Execute Anonymous Window and enter the following:

TR1.RecordTypePicklistDescriber.refreshPicklistMetadata();

Rename an Existing Stage

Via Translation Workbench

1. Go to Setup >Translation Workbench and click Translate:
   • Select the appropriate language.
   • In the Setup Component drop-down, select Picklist Value.
   • In the Object drop-down, select Application V2.
   • Click the plus icon (+) next to a stage to expand the view.
2. Add a new label for each stage in the Picklist Value Label Translation column.
3. Save the changes.
4. Update the relevant Custom Labels by navigating to Setup > Custom Labels to find the related custom label for the stage. Below are all the Custom Labels created for each stage.
   •  Custom Label Name Value:
     • ATS_Submittal The Second Stage of Job application flow. This is when the recruiter sends the Candidate CV to the client, a sort of first introduction._Stage Submittal
     • ATSv2_Offer The fourth Stage of Job application flow. This is when the candidate is offered the position (details about salary, locations etc are shared and candidate decides if he wants to take the job)_Stage Offer
     • ATSv2_Send_Out_Stage Send Out The third Stage of Job application flow. This is when the recruiter sets up a job interview between Candidate and Client.
     • ATSv2_Closing_Report_Stage Closing Report
     • ATSv2_Application_Stage Application
     • ATSv2_Internal_Interview The third Stage of Job application flow. This is when the recruiter sets up a job interview between Candidate and Client._Stage Internal Interview

Via Database

1. Go to the Application V2 object and search for the Stage__c field and click on it.
2. Every stage appears here so click Edit next to the desired stage name.
3. Add the new value for the stage.
4. Save the changes.
5. Update the relevant Custom Labels by navigating to Setup > Custom Labels to find the related custom label for the stage. Below are all the Custom Labels created for each stage.
   •  Custom Label Name Value:
     • ATS_Submittal_Stage Submittal
     • ATSv2_Offer_Stage Offer
     • ATSv2_Send_Out_Stage Send Out
     • ATSv2_Closing_Report_Stage Closing Report
     • ATSv2_Application_Stage Application
     • ATSv2_Internal_Interview_Stage Internal Interview

If you are renaming or translating the Closing Report stage, please complete the process by adding the new Closing Report stage name to the following Custom Labels:

• ATSv2_Inline_Action When used in ATS or Search and Match UI, one of multiple actions available after user has selected a sub-set of Candidates_disabled
• ATSv2_Mass_Actions_disabled

Add Banner

1. Navigate to Setup > Static Resources.
2. Create a new static resource with the name ATSv2_ + your new stage name.
3. Upload the banner image for your new stage under the Static Resource.
4. If the stage name includes two words (such as Final Decision), then combine both words and add a prefix string in the Static Resource name (ATSv2_FinalDecision).