Manage Consent via Contact List View (Salesforce Classic)

Note: To take advantage of the features mentioned in this documentation, your Org needs to be using (Undefined variable: bh4SFVersions.Latest Package Version) or newer. See Release Notes for more details about which features were introduced in each release. If you would like to upgrade to the current release, contact Bullhorn for Salesforce Support.

Overview

A button called Send ConsentClosed In BH4SF , Consent is used in the context of GDPR or similar data privacy processes. Candidates or Clients are usually asked to consent to the storage or sharing of their personal data. is available on the Contact List ViewClosed One of the three user Interfaces in ATS v2 (the others being Kanban View and Table View) page to allow users to send Consent requests to one or more CandidatesClosed A person looking for a job. A candidate can also be referred to as a Job Seeker, Applicant, or Provider. from a List View. This articles walks you through how to manage consent via the Contact List View

Using the Send Consent Button

  1. Select the desired candidates from a Contact List View.
  2. Click on the Send Consent button.
  3. Select the required Consent Types from the pop up that appears and click on Send Consent. The Candidates will receive an email with a request to accept or reject consent.

Admin Note:

These are the steps for adding the new button:

  1. Go to Set up > Build > Customize > ContactsClosed 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). > Search Layouts
  2. Click on the Edit link next to ContactList View.
  3. Add the Send Consent button to the selected list and Save.

Using Consent List Views

Create a new List View

  1. On the Contact List View page click Create New View.
  2. Enter a Name and desired filters.

Search for Candidates who have been sent a specific Consent Type

  1. Click Edit next to a List View or create a new view
  2. Add a Filter for the Consent Type field
    • Example: Consent Type includes "ConsentType1"

View Candidate responses status for a specific Consent Type

  1. Click Edit next to List View or create a new view
  2. Add a Filter for the Consent Type Response Status field
    • Example: Consent Type Response Status includes "ConsentType1 – I Consent"