Validate VMS Sync Submittals for BH4SF

Do the following to ensure VMS A vendor management system is a web-based application that aggregates available jobs from multiple companies and is used by recruiters to see what jobs need filling. Sync Submittals is functioning correctly in Salesforce:

1. In Salesforce, navigate to a job A job (vacancy, position, role) is an opening for which a customer's client needs a placement. created by VMS Sync.
   • You can also navigate to an application associated with a Sync job.
2. Confirm the job is in a submittable status. To be submittable, the following must be true:
   • The job is from a VMS that supports submissions An internal submission (submission, shortlist) is used to save the candidate against a job for which they may be a good fit., including Fieldglass, Beeline, Pixid, and Healthtrust.
   • The job's status isn't On Hold, Filled, Closed, or Canceled.
   • Its Opening Count isn't 0.
3. Click the VMS Submit button.
4. (Skip this step if submitting from application) In the Create VMS Submittal The Second Stage of Job application flow. This is when the recruiter sends the Candidate CV to the client, a sort of first introduction. modal, do the below:
   1. Type a candidate A person looking for a job. A candidate can also be referred to as a Job Seeker, Applicant, or Provider. name in the Candidate field.
   2. Select the appropriate candidate record from the list.
   3. Click Create.
5. Observe the following on the Create VMS Submittal form:
   • Associated company A Company is the organization where the contact works. This can also be called the Client., job, and candidate records will show as hyperlinks at the top of the form.
   • Clicking a hyperlink opens the record in a new tab.
   • Clicking Show Only Required Fields will hide any fields the VMS doesn't require a user to populate to submit.
   • Required fields are indicated with a red dot to the left of the field.
   • Clicking Show All Fields shows all available submission An internal submission (submission, shortlist) is used to save the candidate against a job for which they may be a good fit. fields.
   • Select fields are automatically populated with values from the ATS Candidate, VMS Requisition, or VMS defaults.
   • Fields with validation text present in the VMS will display these details in red under the field.
   • Fields with hint text present in the VMS will display these details in a gray pop-out to the right of the field when a user hovers their cursor over the field.
   • Clicking the Resume or Attachment field will prompt you to select a file from your local (desktop) storage.
   • Clicking Cancel will navigate back to the job record.
   • Clicking Submit will launch a confirmation modal.
     • Click Cancel to continue editing the submission form.
     • Click Submit to complete the submission.
       • The VMS submission progress tracker stages include:
       • Creating candidate
       • Uploading resume
       • Uploaded resume
       • Submitting
       • Found link to submittal
       • Submittal Successful!
     • Click Done to exit.
6. Observe that the ATS Submission record was created.
   • Observe candidate, job, and Company is associated with the submission.
7. The following VMS submission updates should flow to the ATS submission record:
   • Comments
     • Includes Rejection Reason and Notes
   • Status
8. Confirm that Submittal Flow is configured to receive updates to the fields.