2019.10 GA Release Custom Settings Additions

To access these core package ‘system settingsClosed’, go to :

Setup > Custom Settings > Talent Rover Properties

Enable Consent Check Enforcement

Checkbox. Unchecked by default. If this checkbox is ticked, a radio button appears on Document Parser , with this text : "ConsentClosed Granted?" and a Yes or No option. The user will not be able to parse a resume until ‘Yes’ is selected.

Do Not Attach Resume In Call List

Checkbox. Unchecked by default. When a user sends an email from a CandidateClosed Marketing Call List, the default resume of the Candidate being marketed is attached automatically to the email. Check this checkbox if you do not want this to happen.

Fill Logged In User on Send Out

Checkbox. Unchecked by default. Used for ATS v.1 Data Model only. If it is checked, the TR1__EmailFrom__c field on SendOutClosed Schedule records will get automatically populated with the logged in UserClosed’s Email.

By Pass 10K Contact Validation

Checkbox. Unchecked by default. A workflow was introduced to automatically create a new Default Account when the 10K limit of ContactsClosed associated to the same Account is reached. If users want to bypass this workflow, they can do so by marking this checkbox. Some additional configuration required.

Is Export Enabled In SearchAndMatch

Checkbox. Unchecked by default. Applies to DaxtraClosed Search & Match Integration only. If this is checked, a button is added to the Search & Match result page that allows users to export the list of CandidatesClosed returned by the search.

Manual Timesheet Validation Check

Checkbox. Unchecked by default. Normally, the creation of a timesheet record is dependent on the 'Generate Timesheet' checkbox being ticked on the Closing ReportClosed record. Even if "Timesheet Type" is set to "Manual" on Closing Report, when the user clicks on the 'New Timesheet' button from the Timesheet Related List, he /she is stopped from creating a Timesheet if the "Generate Timesheet" checkbox is not ticked on the Closing Report record. However, if this setting is enabled, the user will be able to create the timesheet manually even if 'Generate Timesheet' is not selected and the timesheet will be generated based on the value entered in TR1__Week_Ending__c

Enable New Architecture

This setting refers to a new way of mapping data from resume to Contact fields during parsing that was introduced in package 3.389. It can be used (to different degrees) for both Daxtra and TextKernelClosed integrations and allows for greater flexibility and data accuracy in the way Contact records are updated with parsing. Please refer to Daxtra or TextKernel parsing documentation for more details.

Existing customers using the legacy field mapping functionality can continue with it while customers wanting to switch to the new architecture will need to select this checkbox as a first step to the configuration of the new architecture feature.

Deactivate Last Placement Date Logic

The following is the default logic attached to the TR1__Last_PlacementClosed_Date__c field on the Contact object:

Last Placement Date on a Contact record gets updated with the most recent Start Date (TR1__Start_Date__c) from the Closing Reports associated to a Contact when:

  • a Closing Report is created
  • the Start Date of the Closing Report is edited
  • a Closing Report is deleted (not a recommended action) - in this scenario the field is updated to a blank value if there was only one Closing Report associated to the Contact.

It is possible to deactivate the trigger that controls this logic by selecting this Custom Settings checkbox and use custom triggers instead.

Employment Creation From CR

Added in v. 3.390. If this checkbox is enabled:

  1. On creation of Closing Report, a new Employment History record will be created and mapped to the Person PlacedClosed [Contact].
  2. On Edit of Closing Report, the values from Closing Report will be updated on the existing Employment History record.
  3. On Delete of Closing Report, the Employment History record will be deleted.

Call List Types - ATS

System Admins can enter in this setting the APIClosed Name/s of the Call List Record Type/s that they want to be available in the ‘Add To Call List’ component, the page that appears when a user selects candidates and clicks on the 'Add To Call List' button in ATSv1 and ATS v2 :

Example: if you enter ‘CandidateMarketing' record type API Name in “Call List Types - ATS”, then you will only see Call List with record type=Candidate Marketing in the ‘Select Call List’ lookup field.

If you want to list more than one Call List Record Type in this Custom Setting, use a comma "," as the separator.

Call List Types - Contact List View

System Admins can enter in this setting the API Name/s of the Call List Record Type/s that they want to be available in the ‘Add To Call List’ modal that appears when a user clicks on the ‘Add To Call List’ button on a Contact record

Example: if you enter ‘CandidateMarketing ‘ record type API Name in “Call List Types - ATS”, then you will only see Call List with record type=Candidate Marketing in the ‘Select Call List’ lookup field

If you want to list more than one Call List Record Type in this Custom Setting, use a comma "," as the separator.

Call List Types - Search & Match

System Admins can enter in this setting the API Name/s of the Call List Record Type/s that they want to be available in the ‘Add To Call List’ modal that appears when a user clicks on the ‘Add To Call List’ action button in Search and Match results. Available for Daxtra and Textkernel integrations.