Resume Manager Enhancements 2020.02 GA Release

Overview

Resume Manager has been updated in the 2020.02 GA Release (Package Version 5.6) with new settings and options.

Enhancements List

• When using Resume Share, files can be sent as PDF.
• When using Resume Share, the file can be renamed before being sent.
• When a resume is saved after editing or formatting a new Contact Document is created and named using the following format:
  • Saving after editing: Candidate A person looking for a job. A candidate can also be referred to as a Job Seeker, Applicant, or Provider. Name - Created Date
  • Saving after applying a template: Candidate Name - Template In BH4SF, this mainly refers to email templates Used - Created Date
• When using Resume Share, there is an option to exclude Users from the To lookup field.
• If resume is a PDF, there is an option to select a recognition mode to improve PDF editing capabilities.
• There is an option to exclude formatted or edited resumes from being flagged as default.

Resume Manager also now creates a Task every time a resume is shared or downloaded.

• Clicking on the Share button in Resume Manager triggers the creation of a Task with Record Type of Share Resume.
• Clicking on the Download Resume button in Resume Manager triggers the creation of a Task with Record Type of File Download

Resume Manager Settings

All Resume Manager configuration uses the Resume Manager Settings Custom Setting. To take advantage of these options create a new Custom Settings record then add any desired configuration options.

Create a Custom Settings Record

1. Navigate to Setup > Custom Settings > Resume Manager Settings (TR1__Resume_Manager_Settings__c) and click on the Manage link
2. In Default Organization Level Value, click on the New button
3. Click Edit and enable the desired settings

Available Settings

1. Enable Alternative File Names for Attach: (Disabled by default). If enabled, users will see a Rename (Optional) field on the Resume Share page. This will enable you to change the resume file name before emailing the Client A Company is the organization where the contact works. This can also be called the Client..
   
2. Make CV Default: (Enabled by default). When users edit a resume in Resume Manager or apply a template to it, a new version of the resume is created and saved as a Contact Document. The standard behavior is that the most recently created resume is flagged as the Default resume, which is the version indexed for Search and Match. This setting gives the option to exclude edited or formatted resumes from being tagged as Default.
3. Default PDF Recognition Mode: (Default value is Flow). See PDF Recognition Mode below for full details.
4. Always as PDF: (Disabled by Default). When selected, all resume files sent as attachments from the Resume Share page will be sent as PDFs.
5. Enable CV Sharing With Users: (Disabled by default). Check this to include Salesforce Users in the To field when sending an email from Resume Share.
   • If Users are included, a check happens in the background to see if the recipient is a User In Salesforce terminology, this is anybody that has login access to an instance. In BH4SF instances, usually the staff of recruiting companies or a Contact. When a resume is shared a task will be created for Contacts 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). only.
6. Send as PDF: (Disabled by default). If enabled, a Send as PDF checkbox is added to the Resume Share page that can be marked to send the attachment as a PDF.
   

PDF Recognition Mode

When formatting resumes with templates, users should choose Word documents rather than PDFs since PDF is not optimized for editing. When you need to start with a PDF, Resume Manager offers two modes of PDF interpretation to convert a PDF for editing:

• Flow
• Textbox

There is a picklist in the Resume Manager to select which PDF Recognition Mode to use:

Textbox Mode

Textbox attempts to put the correct text in specific places, however, this approach limits the users ability to edit efficiently.

Textbox mode is fast and good for preserving the original look of the PDF file, but the editability of the resulting document may be limited. Every visually grouped block of text in the original PDF is converted into a textbox in the output document. The output document will closely resemble the original visually, but it consists entirely of textboxes and can be difficult to edit in Microsoft Word.

Flow Mode

Flow is full recognition mode, where the engine performs grouping and multi-level analysis to restore the original document as closely as possible while producing an easily editable document. The limitation is that the output document might look different from the original. Flow tends to work better on resumes that have continuous text.