Package: Research Brief, Sourcing Center

Job Match 1.0

Overview

Job Match is a simple tool that enables you to find open Job Orders based on the attributes of a single candidate. In the first release this is a very simple process that returns a list of Jobs based on the location and Desired Title.

Once the list is returned the user can select one or more jobs and perform actions against the selected jobs.

This is the first release of this feature. We expect the matching capabilities and available actions to improve over time.

See the Job Match 1.0 User Guide for more information on the Use of this feature.

Installation and Configuration

Package Installation

Job Match is included as part of the Recruiting Package that forms the foundation of the Jobscience App. This feature is provided in Version 4.654 and higher. Perform an upgrade if you have a prior version.

Provision to Users

Read Access to the new Job Locations object must be provided to everyone who uses this service. These objects are essentially miniature Account objects, so if your organization runs a Public Account access policy, then access to Job Locations should follow suit.

You may wish to reserve Create & Update rights to a subset of users, and should likely reserve Delete rights to Admins since the location becomes part of the long term record for Jobs.

Add the 'Location' field and related fields to all active Job Order layouts.

  1. Navigate to Setup > Create > Objects.

  2. Click Edit on the link next to I.

  3. Find the Page Layouts section and edit each page layout in the list.

  4. Remove the old Location field (ts2.Location Pick list) from the layout.

  5. Replace it with the new Location Object Lookup.

  6. Add the City, State, Country, and Postal Code fields from the Job Location Object under the Location Field.

  7. Save the Layout and edit the next until all are updated.

Optionally you can remove the old Metro field from the layout and add back the new Metro field from the job location object.

Add 'Match Jobs' button to Contact layout.

  1. Navigate to Setup > Customize > Contacts > Page Layout > Edit Candidate Layout.

  2. Select Buttons in the Layout Edit.

  3. Locate the "Match Jobs" Button in the palette and drag it into the Custom Buttons section.

  4. Save this layout.

Job Location Objects

As mentioned above, Job Match relies on a new Object called Job Location. You must create 'Job Location' object records for every job location currently supported by the Location Pick List on the Job Order Object.

The address for each of these locations must be entered including at least a City/Country or Postal Code/County combination. Once these records are saved the Geolocation background job should update the Latitude and Longitude of these records.

Validation

To validate a proper installation:

  1. Click the Job Order tab and Open a Job and note the Job Title.

  2. Verify that the Location is set and that the location details appear.

  3. Locate a candidate record with a valid address and verify the Lat/Long for that record is entered.

  4. Verify the Match Job button appears on this screen and after clicking it the Match Screen appears as described in the User Guide.

  5. Set the Radius to 0 and enter the title you noted in step 1.

  6. Click Match and verify that the job appears in the list.

  7. Set the Radius to greater that 50 miles and clear the Job Title.

  8. Click match to see if any jobs match the location.
    This step is very data dependent.
    You may need to try several Candidates before you find open Jobs within the radius.