Package: Recruiting(JS2)

Candidate Sources

The Contact record uses a Source value to track how the Candidate was found. Analyzing the sources of candidates can provide insight into the effectiveness of different marketing efforts.

Creating Candidate Sources

  1. Navigate to Sources.

  2. Proceed to New.

  3. Enter a Source Name. This should be a unique value.

  4. Optionally, select an entry from the General Source Type drop-down list. Default options are provided and can be customized by an Admin.

  5. Optionally, select a value from the Type drop-down list. The options are:

    • Campaign

    • Source

  6. Choose Active if the Source is currently in use.

  7. Select Viewable on Job Board if you want to make the source public in the How did you hear about us? question to applicants on your Job Board.

  8. Optionally, indicate the Start Date of the source (for example, the beginning of Job Fair) by:

    • Click in the box to display a calendar and select any date.

    • Click the date link at the right of the box to insert today's date into the field.

  9. Optionally, indicate the End Date of the source by:

    • Click in the box to display a calendar to select any date.

    • Click the date link at the right of the box to insert today's date into the field.

  10. Optionally, enter a Description of the source.

  11. Finish:

    • Save to apply your changes.

    • Save & New to apply your changes.

    • Cancel to discard your changes.

Cloning Candidate Sources

  1. Navigate to Sources.

  2. Go to the Source Name link in the List View.

  3. Pick Clone.

  4. Enter values as necessary.

  5. Finish:

    • Save to apply your changes.

    • Save & New to apply your changes.

    • Cancel to discard your changes.

Viewing Candidate Sources

  1. Navigate to Sources.

  2. Select the link for the source in the Source Name column of the List View.

Editing Candidate Sources

  1. Navigate to Sources.

  2. Choose the link for the source in the Source Name column of the List View.

  3. Go to Edit.

  4. Enter values as necessary.

  5. Finish:

    • Save to apply your changes.

    • Save & New to apply your changes.

    • Cancel to discard your changes.

Deleting Candidate Sources

  1. Navigate to Sources.

  2. Go to the link for the source in the Source Name column of the List View.

  3. Select Delete and OK when the Are you sure? screen appears.