Proposal wizard

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Introduction

The proposal wizard can be used to share candidates with hiringmanagers. 

There are three ways to open the proposal wizard:

  1. Open the workflow and share a (set of) job application(s) with the hiringmanager. 
  2. Open the candidate record detail page and press the "Propose" button
  3. Open the proposals tab and press the New button

The proposal wizard has the following steps:

Step 1: Select the candidate(s) you want to propose

Step 2: Select the contact(s) to whom you want to propose 

Step 3: Choose to share an existing CV or use the CV Generator 

Step 4: Compose email

Step 5: Depending on Step 3, the CV Generator will be shown or the preview of the email and documents.

Step 6: Review and safe

In the MVP version of the lightning application, the CV generator has quite some limitations. 

 

Where can this component be used?

- Proposal tab

proposal_wizard_3.JPGproposal_wizard_2.JPG

- Candidate record detail

- Contact record detail 

 

How to configure the component

There is not a lot of configuration needed for the proposal wizard. 

Enable the utility bar for the Lightning app

On the candidate record detail page an action "Propose" is available. Unfortunately this button only works if you add an item to the utility bar. 

  • Go to Salesforce setup
  • Go to App manager
  • Create a new Lightning app or open an existing Lightning app
  • Go to Utility items
  • Add the "Utility Bar Navigation" component to the utility bar

Configure the columns shown in step 1) Select candidates

As an admin you have the possibility to specify which columns are shown in the table with candidates. 

  • Open the application in Classic
  • Go to Salesforce setup
  • Go to create / objects
  • Open the candidate object
  • Go to the Fieldset section
  • Open the fieldset with the name "SearchCandidate"
  • Select the fields you want to show in the table

Configure the columns shown in step 2) Select contacts

As an admin you have the possibility to specify which columns are shown in the table with contacts. 

  • Open the application in Classic
  • Go to Salesforce setup
  • Go to contacts / fieldsets
  • Open the fieldset with the name "SearchContacts"
  • Select the fields you want to show in the table

Configure the email templates shown in step 4

As an admin you have the possibility to specify which email templates are available when you share a candidate by email.

  • Open Connexys setup menu
  • Open Email templates
  • Hit the "New email template" button
  • At the field "Email template type" select "Lightning proposal email" 

As an admin you also have the possibility to specify which email templates are available when you share a candidate by email & link to website.

  • Open Connexys setup menu
  • Open Email templates
  • Hit the "New email template" button
  • At the field "Email template type" select "Lightning link proposal email" 

 There are two special mergefields that are relevant:

Mergefield Content
special.candidateTable Will merge a table with the candidates being proposed. One row per candidate will be shown. 

special.candidateCards

Will merge a "card" with the candidates being proposed. One row per candidate will be shown

 

Filtering by Topics in the Proposal Wizard

When searching for candidates to propose to contacts while using the Proposal Wizard, users can now filter the results by Topic.

As an admin, add the Topics filter to the Proposal Field Set.

  • Open the Salesforce Setup
  • Go to the Object Manager and open the proposal object
  • Go to Field Sets op proposalOverviewFilters
  • add ‘Topics’ filter

As an admin, add a Topics component to a Candidate page:

Locate a test candidate record, and add some topics as required:

Navigate to the Proposals tab and click on the Topics filter. You should see the available topics to filter on, and your results list update as expected (Filtering by Topics is also available for Candidates and Contacts within the Wizard itself):

 

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