Package: Managing Connector |
Job Template Mapping Configuration
Overview
You can create custom mapping records that provide you with the ability to populate specific fields on the Job Order object during the Create Job process, including custom fields added to the Job Template objects. Once the mapping file has been created, add the record to the Job Template and the next time the Create Job button is clicking, the Job Order is created with the identified fields outlined in the mapping file, as long as there is data populated on the Job Template.
Setup/Configuration
Assign Job Template Mapping Fields
You have the ability to customize which fields appear during the Job Template mapping creation process by using a field set added to the Job Template Mapping object.
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Navigate to Setup > Create > Objects.
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Click the Job Template Mapping object from the available list to display the Custom Object screen.
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Scroll to Field Sets and select Job Template Mapping.
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Add and remove fields, as desired.
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Save your changes.
Note: Standard fields, which are included with Recruiting, will appear in the Standard Fields section of the Job Template Mapping screen located at the top of the page. All Custom Fields that are added will appear in the Custom Fields section of the Job Template Mapping screen located at the bottom of the page.
Create Job Template Mapping Record
The following outlines how to create customized Job Template mapping records that can be used when the Create Job feature is invoked from a Job Template record.
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Navigate to Job Templates Mapping.
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Go to New.
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Enter the desired Name in the Name field.
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Determine which Standard Fields will be mapped to which Job Order fields.
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A standard field is a Job Template field that is part of the Jobscience Recruiting product.
Note: Only similar types of Job Order fields will appear in the Job Template field on the mapping screen. For example, if mapping a Date field from the Job Template, only Date fields will appear in the drop-down of available Job Order fields.
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- Determine which Custom Fields will be mapped to which Job Order fields. A custom field is a Job Template field that has been added manually and is not part of the Jobscience Recruiting product.
Note: If selecting a pick-list field, you are required to map the values that are part of the field. Jobscience recommends that when mapping pick-list fields, you ensure that the values in the Job Order field are the same in the Job Template field being mapped. This avoids confusion when trying to pull reports or when reviewing the data.
- Save your changes.
Assign Mapping to Job Template
The following outlines how to assign a Job Template mapping record to a Job Template. If a mapping record has been assigned to a template and the Create Job feature is invoked, the mapping will automatically be active and all fields will be populated on the Job Order record when submitted. If a mapping is not assigned, the user will be presented with an option to use the standard mapping or select a mapping record to follow.
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Navigate to Job Templates.
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Select the desired Job Title link.
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Proceed to Edit.
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Update the Job Template Mapping field with the desired record.
Note: The Job Template Mapping field will have to be added to the page layout.
- Save your changes.
Custom Settings
The following are the Job Template Mapping configuration settings:
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Job Template: Enable Department Field - This setting controls whether the Internal User is presented with the Department field during the Create Job wizard launched from the Job Template page. The values are pulled from the Department field listed within the Job Order object. If selected, the Department field is displayed on the data selection screen. If not selected, the Department field is not displayed on the data selection screen.
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Job Template: Enable Job Function Field - This setting controls whether the Internal User is presented with the Job Function field during the Create Job wizard launched from the Job Template page. The values are pulled from the Job Function field listed within the Job Order object. If selected, the Job Function field is displayed on the data selection screen. If not selected, the Job Function field is not displayed on the data selection screen.
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Job Template: Enable Location Field - This setting controls whether the Internal User is presented with the Location field during the Create Job wizard launched from the Job Template page. The values are pulled from the Location field listed within the Job Order object. If selected, the Location field is displayed on the data selection screen. If not selected, the Location field is not displayed on the data selection screen.
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Job Template: Enable Primary Recruiter Field - This setting controls whether the Internal User is presented with the Primary Recruiter field during the Create Job wizard launched from the Job Template page. If selected, the Primary Recruiter field is displayed and required on the data selection screen. The Internal User must select a recruiter prior to completing the Job Order creation. If not selected, the Primary Recruiter field is not displayed on the data selection screen.
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Job Template: Enable Secondary Recruiter Field - This setting controls whether the Internal User is presented with the Secondary Recruiter field during the Create Job wizard launched from the Job Template page. If selected, the Secondary Recruiter field is displayed on the data selection screen. If not selected, the Secondary Recruiter field is not displayed on the data selection screen.