Textkernel Language Competencies Pack: Configuration Guide

This article for System Administrators contains the configuration steps for the Textkernel Language Competencies Pack. Looking for the user guide? See Language Competencies Pack for more information.

Configuration Steps

1. Upgrade to release 2020.01.3 (version 4.6) or higher. Contact Bullhorn for Salesforce support to request an upgrade, if needed.
2. Download and save this file as a .csv then upload it to add records against the Master Competency Object (BH4FCP__Master_Competency__c). This creates a master competency record for each language. Either the full list or only selected languages can be added, based on your needs.
   • Map the .csv to the Master Competency Object:
     • Language (Column B) = Name
     • ISO Code (Column A) = BH4FCP__TextKernel A BH4SF partner. One of the Search and Match / Resume Parsin services providers integrated with BH4SF_Code__c field
3. Update custom settings by doing the following:
   1. Navigate to Setup > Custom Settings > Talent Rover Properties.
   2. In the Custom Parser Handler field, enter this value: BH4FCP.LanguageCompetencyParserHandler.
   3. Ensure that the Enable New Architecture setting is enabled
4. Update field mappings by doing the following:
   1. Navigate to Setup > Custom Metadata Types > Candidate A person looking for a job. A candidate can also be referred to as a Job Seeker, Applicant, or Provider. Mapping (TR1__Candidate_Mapping__mdt).
   2. Delete the Contact.Language__c field.
   3. Create these two new Custom Metadata Types records:
      • Level__c:
      • Label: Level
      • Action When used in ATS or Search and Match UI, one of multiple actions available after user has selected a sub-set of Candidates: Override or Do Nothing
      • Candidate Mapping Name: Level
      • Object: Custom
      • XML Used to create custom markup languages in order to display information on the Internet. We use XML when sending jobs to Indeed for syndication. Node: NormalizedLevel
      • Field 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: BH4FCP__Level__c
      • 
      • Extracted_Name__c:
      • Label: Extracted Name
      • Action: Override or Do Nothing;
      • Candidate Mapping Name: Extracted_Name
      • Object: Custom
      • XML Node: ExtractedSkill
      • Field API Name: BH4FCP__Extracted_Name__c
      • 
      
      For the Action field, choose one of these options:
      • Override: When a resume is parsed, if it has a different language level than the existing Language record, the Proficiency Level field gets updated. The previous value is overridden, so if a recruiter has manually entered this information, parsing the resume will override that value
      • Do Nothing: Even if the new resume has a different language level for an existing Language record, the field is not updated. This second option is provided in case the business requires that any updates made manually by recruiters take precedence over data parsed from a resume.
5. Activate Flexi Page for Master Competencies to use as org default by doing the following:
   1. Go to Setup > Lightning App Builder
   2. Click the View link next to Master Competency Record Page
   3. Click the Activation button on the top right
   4. Click Assign as Org Default in the Org Default section
   5. Select form-factors on the next screen, such as Desktop and Phone
   6. Click Save
6. Make tabs visible and add the Related List to the contact record.
   • You will need to make the tabs for the new objects visible (if required) and add the Competencies Related List to the relevant contact page layouts
   • This package field is not used and can be removed from the page layout: TR1__Language__c.

7. Update TFM for Data Sync with Textkernel by doing the following:

   1. Go to Setup > Custom Metadata Types >Textkernel object configuration > Manage Records.
   2. Click Edit next to the Contact entry.
   3. Remove the Contact.TR1_Language_c field from indexing by commenting out the XML code in the Template In BH4SF, this mainly refers to email templates field as shown below:
      
      Copy

      <ItemGroup key="tr1__language__c"  bhtk:object="Contact" bhtk:field="tr1__language__c" bhtk:facet="tr1__language__c">
                  <Item index="0">
                      <Field key="tr1__language__c">
                          <Value/>
                      </Field>
                  </Item>
              </ItemGroup>
      

   4. Add the new Competency Object from the Template field to indexing as shown below:
      
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         <!-- Competencies -->
              <ItemGroup count="1" key="langskill" bhtk:iterationObject="BH4FCP__Competency__c" bhtk:iterationField="BH4FCP__Contact__c">
                  <Item index="0">
                      <Field key="langskill" bhtk:object="BH4FCP__Competency__c" bhtk:field="BH4FCP__Master_Competency__r.Name">
                          <Value/>
                      </Field>
                      <Field key="langprofi_code" bhtk:object="BH4FCP__Competency__c" bhtk:field="BH4FCP__Level__c">
                          <Value/>
                      </Field>
                  </Item>
              </ItemGroup>
      

8. Assign users to permission sets.

   • CompetencyPack Administrator Object Permissions:

     • Competencies: Read, Create, Edit, Delete
     • Master Competencies: Read, Create, Edit, Delete, View All, Modify All
     • Master Competencies Translations: Read, Create, Edit, Delete, View All, Modify All
   • Competency Pack User In Salesforce terminology, this is anybody that has login access to an instance. In BH4SF instances, usually the staff of recruiting companies Object Permissions:
     • Competencies: Read, Create, Edit, Delete
     • Master Competencies: Read
     • Master Competencies Translations: Read

Master Competencies Translations for Non-English Orgs

If your Org is not in English, steps two, five, and six require slightly different actions.

Step 2

After uploading the Master Language List, upload a localized list of languages against the Master Competency Translation object (BH4FCP__Master_Competency_Translation__c). This will create a Master Competency Translation record per language in the Org.

Step 5

1. Go to Setup > Lightning App Builder.
2. Click View next to the Master Competency Translation Record Page item.
3. Click the Activation button on the top right.
4. Click Assign as Org Default in the Org Default section.
5. Select form-factors on the next screen, such as desktop and phone.
6. Click Save.

Step 6

On contact records, remove the default Competencies Related List and replace as follows:

1. Go to the relevant Contact page layout and click Edit (top right corner).
2. Add the competencyRelatedList to the Related List section.