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 Applicant (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 Location |
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 |