Package Manager

The Package Manager The tool for grouping Forms into Packages is your central hub for creating, organizing, and managing packages in Talent Platform. Accessible via Configuration > Packages in the Main Menu, it provides a comprehensive list of all existing packages. Users can sort and filter the list for easy navigation, create new packages, and manage existing ones by adding or removing forms, updating details, or deleting packages entirely. This tool streamlines package management, making it simple and efficient to tailor packages to your needs.

Package List and Columns

The Packages page provides an organized list of all available packages, with detailed columns to help you understand and manage your packages effectively:

• Package Name/Package ID: Displays the package name and its unique ID number, which can be used in API calls.
• Created By/On: Shows the name of the user who created the package and the date it was created.
  • Data in this column will only appear for packages created after the new UI is enabled, as this information is being captured from that point forward. Any blank fields indicate that the package was created before this update and therefore lacks historical records for this column.
• Last Updated By/On: Indicates the user who last edited the package and the date of the most recent update.
  • Data in this column will only appear for packages created after the new UI is enabled, as this information is being captured from that point forward. Any blank fields indicate that the package was created before this update and therefore lacks historical records for this column.
• Internal Description: Contains a brief description of the package, such as its purpose or intended use.
• Tags: Tags help organize and group packages efficiently. Tags can also be used by Bullhorn Automation for streamlined workflows.
• Forms: Lists the forms included in each package, providing a quick view of its components.

Each column corresponds to a filter in the Advanced Search feature, allowing for seamless navigation and organization.

Advanced Search

The Advanced Search feature, accessible by clicking Advanced Search on the Packages page, provides robust filtering options to quickly locate specific packages. The filters align with the package list columns:

• Package Name/ID: Quickly find packages by their unique name or package ID.
• Created By: Filter by the user who created the package, and narrow results further with a date range for when it was created.
• Last Edited By: Locate packages based on the user who last updated them, with an option to filter by a date range.
• Internal Description: Search for packages containing specific keywords in their description.
• Tags: Organize and group packages by filtering based on tags.
• Forms Included: Find packages by filtering for specific forms included within them.

This intuitive feature helps streamline package management, saving time and ensuring quick access to the exact resources needed.

Adding a New Package

To create a new package, follow these steps:

1. On the Packages page, click the + ADD NEW PACKAGE button.
2. Complete the applicable fields in the Settings section:
   • Package Name (required): Enter a unique name for the package.
   • Package Notification Recipients: Add the email addresses of those who should receive notifications when the package is signed.
   • Package Expiration: Set the number of days before the package request expires. The default value is 15 days.
   • Description: Provide a brief description of the package (up to 255 characters).
   • Tags: Select tags from the drop-down menu to organize and group the package effectively.
   • Sign Independently Toggle: Enable this option if the package should be signed separately from other forms or packages in the workflow.
     
3. Once all fields are complete, click Save to create the new package.
4. After saving the Forms section will appear, drag and drop forms from the right side folders into the package.
   

The new package will now appear on the list in the Package Manager.

Managing Packages

Managing packages in Talent Platform allows multiple ways to update or modify individual or multiple packages.

Bulk Actions

Follow these steps to update or modify packages:

1. In the Packages list, click the checkbox next to the package(s) you want to update.
   • Multiple packages can be selected at once for bulk actions.
2. After selecting the package(s), a Selected menu will appear in the top-right corner of the list. Choose from the following actions:
   • Add Forms: Add forms to the selected package(s).
   • Remove Forms: Remove forms from the selected package(s).
   • Delete Packages: Permanently delete the selected package(s).

Individual Package Actions

In the last column of the list, you'll find the Actions column with a kebab menu (three vertical dots) next to each package.

Click the kebab menu to reveal the following options:

• Edit: Opens the selected package for editing, allowing updates to settings, forms, and other details.
• Delete: Permanently deletes the individual package.