Package: Forms

Forms Resume Parsing

Jobscience Forms has the ability to collect documents, a particular use case allows for the collection of Resumes for recruiting purposes and consideration. Two methods exist for this Resume Collection process and are outlined below. These directions should be actioned by a User with System Admin permissions.

Option 1: Email to Parse

Implementing this method is making an assumption that the Resume document being uploaded has a valid Email Address noted and that same Email Address is being collected on said Form (or already exists in the Org and the Form is Upserting). If this assumption is not met, a NEW Contact Record will be created during the parsing of the Resume document.

Prep Work

Locate an Email to Parse Address:

  1. Navigate to Setup > Develop > Email Services.

  2. Go to Resume.

  3. Copy the Email Address desired.

Implement

  1. Access the desired Form that will be collecting the Resume document.

  2. Pick New Section.

    • Text: Something generic about document collection, example 'Please Upload Resume Here'.

    • Type: Attachment.

    • Attachment Object: The desired object where document will reside in 'Notes&Attachments', most likely one option is available and will be 'Contact'.

    • Attachment Recipient: Email to Parse address from above Prep Work step.

  3. Save your changes.

Optional

  1. Drag/Drop the newly created Attachment section into the desired order of display for the Form.

  2. Save your changes.

Option 2: Add Resume

Implementing this option has the assumption that JS Recruiting v 4.651, Forms v 3.134, and TS2 & Forms Proxy v 1.3 (or newer) is installed and configured for use. If these Packages are not yet installed contact Jobscience Customer Success for assistance before moving forward. This implementation option is not supported on Forms that also request a Signature (Section has Type = Signature). This option will parse the first Attachment on the Form only, all others will be ignored for parsing purposes and simply added to 'Notes&Attachments'.

Prep Work

Configure Custom Settings

  1. Navigate to Setup > Develop > Custom Settings.

  2. Locate the Parser Settings Label option.

  3. Pick Manage.

  4. Go to Edit.

  5. Locate the Forms Allowed Filetypes option & populate with desired options.

  6. Save your changes.

  7. Navigate to Setup > Develop > Custom Settings.

  8. Locate the Attachment Setting Label option.

  9. Pick Manage.

  10. Select New (or Edit if one already exists).

    • Name: Something customizable, example 'Document Collection'.

    • Allowed File Extensions: Desired options, should match options in above 'Parser Settings'.

  11. Save your changes.

Enable Site Guest User Permissions

  1. Navigate to Setup > Develop > Sites.

  2. Go to Site Label for the Form Sites (Most likely Forms or Inquiry).

  3. Pick Public Access Settings.

  4. Enable Object & Field-Level Security for the Jobscience Parsing Objects.
    Pay attention to Taxonomies & Taxonomy Skills, these are newer requirements.

Implement

  1. Access the desired Form that will be collecting the Resume document.

  2. Go to New Section.

    • Text: Something generic about document collection, example 'Please Upload Resume Here'.

    • Type: Attachment.

    • Attachment Object: The desired object where document will reside in 'Notes&Attachments', most likely one option is available and will be 'Contact'.

  3. Save your changes.

  4. Select Form Editor.

  5. Scroll to Other Settings.

    • Set Parse Attachment as Resume to True (checked).

Optional

  1. Drag/Drop the newly created Attachment section into the desired order of display for the Form.

  2. Save your changes.