Managing Consent via Dashboard (Salesforce Lightning)

Overview

A new button called Send Consent In Bullhorn Recruitment Cloud, 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. has been added to the Consent List View 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 Candidates A person looking for a job. A candidate can also be referred to as a Job Seeker, Applicant, or Provider. from a List View.

Dashboard View

1. Navigate to the Consent tab.
2. Click Enable Consent.
3. All List Views will be displayed.
   • If there are no active List Views, a message will be shown to Create Consent List Views.

Create a new List View

1. On the ContactList 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"

Send an Email with a Consent Request

1. Select the desired Candidates.
2. Click on theSend Consent button, it will show a popup to select the Consent Types.
3. Select the Consent Types and click Send Email.
   • Selected Candidates will get the Consent Email
   • The System Administrator will get a notification email
     

View Candidate Consent History

1. Click the Consent History button to the right of the Candidate A person looking for a job. A candidate can also be referred to as a Job Seeker, Applicant, or Provider. name
2. View history of requested consent and response