ATS v2 Performance Enhancements

Overview

A number of performance enhancements to ATS v2 are available with the GA 2023.02 Release. The enhancements include multiple UserClosed In Salesforce terminology, this is anybody that has login access to an instance. In BH4SF instances, usually the staff of recruiting companies Interface (UI) changes and backend improvements to make ATS v2 quicker and more responsive.

The updates to ATS v2 functionality achieve better overall performance and a more consistent user experience across the three ATS v2 Views and between ATS v2 for JobsClosed A job (vacancy, position, role) is an opening for which a customer's client needs a placement. and ATS v2 for CandidatesClosed A person looking for a job. A candidate can also be referred to as a Job Seeker, Applicant, or Provider..

With the enhanced LWS-based ATS v2 being generally available with this release, please note that going forward any new functionality added to the ATS will be supported and tested for LWS-based ATS v2 only.

This article covers the following ATS v2 UI updates:

Most of the ATS v2 changes outlined in this document are controlled by a setting that is enabled by default. Any Org upgraded to 2023.01 will have the new features activated by default. To update the settings, navigate to Setup > Custom Settings > ATS Configuration Settings > Switch Views to LWC.

UI Updates

List View is Now a Lightning Web Component

List view has been updated to a Lightning Web Component (LWC). This benefits users in the following ways:

  • Sorting is now available from column headers.
  • The popup users see when clicking on the i icon (right of the chevron) is now also a LWC component. It’s faster to display and allows for Applicationv2 Related Lists to be shown instead of just record details.
  • With extra configuration it’s possible to dynamically display the logged-in user page layout here.

Configuration

The Switch View to LWC checkbox is selected by default to enable the new enhancements described above. No further action required unless you want to revert the changes.

To revert changes, navigate to Setup > Custom Settings > ATS Configuration Settings > uncheck Switch Views to LWC.

To add a Related List Tab to the i pop-up, you must perform a post deployment step in your Org. This shows the Related List from the logged-in User default page layout.

If you do not perform these steps, users will only be able to reference one page layout per object per Org. All users would see the same Related List for an object, not what they have configured.

Follow these steps to configure Related Lists:

Create a New Connected App "Tooling API"

  1. Enter http://login.salesforce.com/services/authcallback into Callback URL as a placeholder.
  2. In Selected OAuth Scopes select full, apiClosed 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. and refresh_token.
  3. Click Save.

Create New Auth. Provider "Tooling API Auth"

  1. Navigate to Setup > Auth. Providers > Create New Auth. Provider "Tooling API Auth"
  2. Use Salesforce for the provider.
  3. Add the Consumer Key and Consumer Secret from the connected app you made above.
  4. Use "full" and "refresh_token" as Default Scope.
  5. Select Salesforce Admin user related to BH4F from Execute Registration As lookup.
  6. Press Save.
  7. Copy the Callback URL and input it in the Connected App’s Callback URL.

Create "ToolingAPI" Named Credentials

  1. Fill out the following two fields:
    • Select Identity Type: Named Principle
    • Select Authentication Provider: OAuth 2.0
  2. Select Authentication Provider from lookup. Use above created Auth Provider.
  3. Use "full" and "refresh_token" as Scope.
  4. Put %instance_url%/services/data/v41.0/tooling/query in URL input. Replace %instance_url% with Org's host URL.
  5. Save and Authenticate as a selected user and allow access for the app.

Kanban View is Now a Lightning Web Component

Kanban View has been updated to a LWC. Previously, there were limitations to the way page count was implemented for Kanban View as an Aura component. Kanban View now displays the correct number of records based on the record per page setting and loads the remaining if the setting is changed.

The information popup users see when clicking on the i icon on a Candidate card is now also a LWC component. With extra configuration it’s possible to dynamically display the logged-in user page layout here.

Configuration

The Switch View to LWC checkbox is selected by default to enable the new enhancements described above. No further action required unless you want to revert the changes.

To revert changes, navigate to Setup > Custom Settings > ATS Configuration Settings > uncheck Switch Views to LWC.

Records per Page Dropdown Selector Available on List View and Kanban View

The Records per Page dropdown selector was previously available on Table ViewClosed One of the three user Interfaces in ATS v2 (the others being Kanban View and List View) and is now available on List View and Kanban View too.

The number of records per page is determined by the settings in the order listed below for each View. If the first item in the list has no value the system will check the next one until a number is found. The default is 50 records per page unless you enter a different value for the appropriate settings below.

  • Table View: ATS_User_Preference_c.Records_per_Page_c
  • List View: ATS_User_Preference_c.Records_per_ListViewPage_c, ATS_Configuration_Settings_c.List_view_records_size_c
  • Kanban View: ATS_User_Preference_c.Records_per_KanbanViewPage_c, ATS_Configuration_Settings_c.Kanban_Record_Size_c

Configuration

Use these settings to determine the number of records per page in List View and Kanban View at Org level:

  • Setup > Custom Settings > ATS Configuration Settings > List View Records Size
  • Setup > Custom Settings > ATS Configuration Settings > Kanban Record Size

Pagination Icon Updates

The page count is now displayed at the bottom of the page for List View and Table View. You also have the option of displaying the page count at both the top and the bottom of the page.

Configuration

Navigate to Setup > Custom Settings > ATS Configuration Settings > Enable LWC view pagination at top. If this checkbox is selected, the pagination icon/page count is added to the top right of the page.

Same Select Records Options on All Views

Below is a diagram outlining the Select Record options available on all views.

  1. Total Number of Records: Shows selected or total number of records.
  2. Select All: Clicking on the same button selects all records.
  3. Deselect All: Clicking this button deselects all records.
  4. Kanban only: Total per column and total selected per column.

Candidate ATS v2: Add/Remove Columns in List View

You can now add and remove columns in the Candidate ATS v2 List View. This feature was already available for JobClosed A job (vacancy, position, role) is an opening for which a customer's client needs a placement. ATS v2 List View.

Steps for Candidate ATS v2

  1. Navigate to Setup > Object Manager > Applicationv2 > Field set.
  2. Click on ATS Candidate ListView (TR1__ATSv2Closed In BH4SF, the newest version of the ATS tool (Application Tracking System)_Candidate_ListView).
  3. Add/remove fields as needed.

Steps for Job ATS v2

Job ATSv2 > List View: Setup > Object Manager > ApplicationClosed First stage of Job placement flow (Application> Submittal>Interview>Offer> Placement) v2 > Field set > Lightning List Tab (TR1__Lightning_List_Tab)

Filter Feature Improvements

We have de-cluttered the left-hand side for all three views to leave more room for the ActionClosed When used in ATS or Search and Match UI, one of multiple actions available after user has selected a sub-set of Candidates toolbar and the new Select/Deselect records action. The Create New Filter hyperlinked text has been replaced with a Cog icon. This update is cosmetic, there is no change in behavior.