Workflow System Settings

Workflow settings affect how users within your organization interact with applicants through the WFM admin interface. These configurations support role-based controls, interface preferences, and access rules designed to streamline recruiting workflows and maintain data consistency.

Applicant Management

Disable Add Applicant

Map to/Key

disable_add_applicant

What it Does

Prevents users from manually creating new applicant records in WFM.

Use Case

Enforce that all applicants enter the system through the public Career Portal.

Effect

Removes the “+ Add ApplicantClosed (or Candidate or Talent) Customer talent - the person applying or hired for the job” button from the interface.

Require Home Location Assignment

Map to/Key

require_home_location

What it Does

Requires that all new applicants be assigned to a specific branch or location when their profile is created.

Use Case

For location-based workflows or branch-specific compliance/reporting.

Enforce Collection of Required Fields

Map to/Key

enforce_applicant_req_fields

What it Does

Requires all required fields to be completed when creating or editing an applicant record.

Use Case

Ensures consistent data entry and avoids incomplete records.

Hide "Resend Welcome Email" Button

Map to/Key

hide_resend_welcome

What it Does

Removes the button to resend the welcome email from the applicant details page.

Use Case

Limit recruiter-triggered communications to candidates.

Hide "Finish Profile" Alert Button

Map to/Key

Hide_finish_profile_alert

What it Does

Disables the alert button that prompts a candidate to complete their profile.

Hide "Send Password Reset" Button

Map to/Key

Hide_password_reset

What it Does

Removes the option to trigger a password reset from within the applicant profile.

Job Management

Enable Jobs Editor

Map to/Key

Enable_jobs_editor

What it Does

Grants access to the Jobs Editor tool in WFM, allowing users to create, edit, and remove job postings.

Use Case

Required for teams managing job content internally rather than via ATS sync.

Enable Job Preferences Tab

Map to/Key

Enable_job_preferences_tab

What it Does

Displays the “Job Preferences” tab in applicant profiles.

Use Case

Useful for matching candidates with roles based on their preferences and availability.

Enable Branch Security

Map to/Key

Enable_branch_security

What it Does

Restricts non-admin users from changing the branch filter in the WFM UI.

Use Case

Ensures users only access applicants within their assigned branch or location.

Show Canadian Provinces First

Map to/Key

Show_canadian_provinces_first

What it Does

Displays Canadian provinces at the top of state/province drop-down menus.

Use Case

Convenience feature for Canadian clients.

Show Hourly Rate Instead of Wage

Map to/Key

Show_hourly_rate

What it Does

Changes all references from “Wage” to “Hourly Rate” throughout the WFM interface.

Notes & Exports

Recent Notes Display Limit

Map to/Key

Recent_notes_display_limit

What it Does

Defines how many of the most recent recruiter notes are displayed in the applicant profile.

Use Case

Controls the length of the notes section to prevent clutter.

All notes stay in Talent Platform and do not sync back to the candidate record on the ATS

Enable Next-Gen Advanced Search for Applicants

Map to/Key

Enable_applicant_search

What it Does

Activates the new advanced search interface for applicants in WFM.

Use Case

Provides more powerful filtering and segmentation options.

Enable for all clients

Enable Next-Gen Export Functionality

Map to/Key

Enable_core_api_applicant_export

What it Does

Enables updated export capabilities in the applicant list view.

Use Case

Allows bulk data exports for reporting or offline review.

Enable for all clients

Enable Company Typeahead Upgrade

Map to/Key

Enable_company_typeahead_upgrade

What it Does

Activates an enhanced search feature for company fields, providing faster and more accurate results.

This is only for clients that have multiple instances of Talent Platform and need the ability to search for each company they are assigned to in the dropdown

Summary Table: Commonly Used Settings

Setting Name

Key

Description

Disable Add Applicant

disable_add_applicant

Prevents manual creation of applicants

Require Home LocationClosed A branch of the Company, which can be customized with a logo and brand colors

require_home_location

Makes home location mandatory

Enforce Required Fields

enforce_applicant_req_fields

Prevents saving incomplete applicant records

Enable Jobs Editor

enable_jobs_editor

Allows editing/creating job postings in WFM

Enable Job Preferences Tab

enable_job_preferences_tab

Shows job preferences in applicant profiles

Enable Branch Security

enable_branch_security

Restricts users from changing location filters

Show Hourly Rate

show_hourly_rate

Replaces “Wage” with “Hourly Rate”

Next-Gen Applicant Search

enable_applicant_search

Enables updated applicant search interface

Next-Gen Export

enable_core_api_applicant_export

Allows exports from the applicant list view

Limit Recent Notes Display

recent_notes_display_limit

Sets how many notes show by default