Package: Recruiting(JS2)

Parsing Account Data Model

Jobsciencehas settings available to control the creation of Accounts and which Account a new Candidate Contact is associated to during a Resume Parse. These options are outlined below.

Option 1 - New Candidate & Associating Account Record

The creation of Accounts via Resume Parsing is largely handled via a Recruiting Account Data Model Custom Setting.

To access: Navigate to Setup > Develop > Custom Settings > Manage on Config > Edit > Recruiting Account Data Model.

  • If set to 0 (zero) or has an empty value, Resume generated Candidate Contacts will associate to the JobscienceCandidate Account.

    • The Candidate Account Record ID can be found via the Recruiting Account ID Custom Setting (Setup>Develop>Custom Settings>Manage on Config>Edit>'Recruiting Account ID').

  • If set to 1, a new Candidate Account will generate monthly.
    See below for further setup directions.

  • If set to 2, a new Candidate Account will generate when more than 20,000 Contacts are associated.
    See below for further setup directions.

  • If set to 3, a new Candidate Account will generate according to the Resume Employment History.

    • The Resume Parse will seek out the most recent Employment History content and generate a new Candidate Account for it.

    • The associating Candidate Contact will also associate to this Candidate Account.
      Note, this process is completed on an exact match and will seek out duplicate Candidate Accounts before creating a new.

      • Example if Resume 1 works at Jobscienceand Resume 2 works at Jobscience, INC. - 2 Candidate Accounts will generate, as these are not exact matches. However if Jobscience, INC., already existed then Resume 2 will associate to the existing Candidate Account.

If using a setting of 1 or 2, additional setup is needed...

  • A value must be entered into the Custom Setting ' Recruiting Account Name', accessible by navigating to Setup > Develop > Custom Settings > Manage on Config > Edit > Recruiting Account Name.

    • This value will be used for future auto-generated Candidate Accounts.

    • Our recommendation is to use 'Candidates' to keep with the original Account naming convention.

  • An Apex Class must be scheduled by navigating to Setup > Develop > Apex Classes > Schedule Apex.

    • JobName: Something memorable, example Candidate Account Generation.

    • ApexClass: ContactAssignSchedule.

    • Frequency: Weekly>Checkbox every day.

    • Start: Default.

    • End: Many years in the future. Example it defaults to the current year, therefore add 15 years.

    • Preferred Start Time: Sometime after normal working hours, example 4AM.

Once the above configuration is completed, the Apex Class will auto generate Candidate Accounts as needed. The new Candidate Account naming convention would follow the below format: 'Recruiting Account Name' MM-YY. Where MM-YY is the created date associated to the new Candidate Account. Therefore using the above recommendation and a new Account created on March 20, 2017 would be: Candidates 03-17.

Option 2 - Create new Accounts

Candidate Accounts can also be auto-generated from the Employment History during a Resume Parse. An Account will be created for every Employment History located in the Resume that does not match an existing Account record. Note: this is an exact match process, example Jobscienceand Jobscience, INC are not the same and would generate 2 separate Candidate Accounts.

Access by navigating to Setup > Develop > Custom Settings > Manage on Config > Edit > Assign Employment History.

Misc. Details

New Candidate Accounts generated via Option 1 setting 3 and Option 2 will be created using the Candidate Record Type.

Customers are welcome to use both or either Option as listed above.

For additional questions on use or setup, please connect with JobscienceCustomer Success.