Overview
is a feature available in both Classic and Lightning that stores and displays Candidate
A person looking for a job. A candidate can also be referred to as a Job Seeker, Applicant, or Provider. resumes. You can view and edit the resume, upload more versions, download, and format and share with Clients A Company is the organization where the contact works. This can also be called the Client. all in one place.
For detailed information on the parsing process, refer to Daxtra A BH4SF partner. One of the Search and Match / Resume Parsing services providers integrated with BH4SF Resume Parsing A process which converts an unstructured form of resume data into the structured format. and or Resume Parsing, depending on your Provider.
Features
The can be accessed from a Contact record by selecting the Tab. Depending on the resolution of your screen, you may need to select the More tab and then select .
In Classic View scroll down the Contact record to view the .
You can also view the resume from the Candidate Workspace in .
Functionality
The functionalities of the include:
- Find
- View older versions
- Choose a template
- Upload resume
- Download resume
- Edit resume
- Share
- Full screen
Find
Search for keywords in the resume text. Type the keyword in the Find field and click the Search button. The keyword highlights in yellow throughout the resume. Boolean operators are supported.
View Older Versions
When multiple resumes for a candidate are parsed, the displays the Default (most recently parsed) resume version, and additional resume versions can be viewed from here. Click the Select Version drop down to choose the desired version.
Default flag determines which resume is searchable in . Only the Default resume will be used. The most recently parsed resume is automatically marked as Default. If a Candidate has multiple resumes a different resume can be manually set as the Default resume by following the steps below.
- Navigate to the relevantContact record Contact Document Related List
- Select the resume file that is currently the Default resume.
- Deselect the Default checkbox on that record.
- Navigate to the resume file that you want to designate as Default and mark the Default checkbox.
Choose a Template
Choose a template to open the resume editor with that template. Click the Select Template In BH4SF, this mainly refers to email templates drop down and choose a template to open. You have the option to save the resume in that template format to create a new version of the resume.
See Create a Template for Resume Manager for more information on how to create and add templates to format your resumes.
Admin Note:
The Select Template dropdown will show all templates to all users if the Template object is set to Public in Setup > Security > Sharing Settings
If it’s set to Private and the sharing is subject to sharing rule, then the logged in user will only see the templates they have access to according to those rules.
Upload Resume
Upload another resume to the Candidate record by clicking the Upload Resume button. The Update Resume window displays to update, paste, or attach a resume. Once the resume is updated, a new resume version is created and displayed as the default.
When a resume is uploaded from here, a duplicate check is not performed. It is assumed that the resume uploaded is for the Candidate being viewed.
Download Resume
Download the Candidate resume to your desktop. Select the Download Resume button and Save the resume.
Edit Resume
Open the resume editor to make changes to the resume by clicking the Edit Resume button to display the Document Editor. Make changes to the resume and Save. After the changes are made, a new version of the resume is added.
Share Resume
Send the resume in an email message by selecting the Share button. Fill out the Email Template that displays and send.
Full Screen
Expand the view to fill the entire screen by selecting the Full Screen button.
