Discover Recruitment Applications and Search Tools

Learning Objectives

After completing this unit, you’ll be able to:

• Discuss the features that simplify applications in Talent Recruitment Management.
  
• Explain the purpose of each application object.
  
• Define search, filter, and evaluation capabilities.
  

The Application Process

If you’ve ever been on a job hunt and reentered the same information many times, you’re certainly not alone. Application processes have long been hindered by difficult-to-navigate interfaces, complex forms, and redundant information collection—all of which can discourage job seekers.

It’s not easy for hiring teams either. Often, they rely on web developers to create digital forms, which hampers their ability to make updates. There’s also no easy way to manage the large trove of applications they receive to speed up their decisions.

In Talent Recruitment Management, candidates search for and discover job postings on your career site.

When the candidates find an interesting opportunity, a guided flow leads them through a simplified application process, which includes filling in personal details, education, and work experience, and uploading required documents. Best of all, after a candidate applies for a position, their information automatically prefills in all their future applications.

Talent Recruitment Management includes several tools for swift application creation. HR specialists can quickly configure application forms by combining sections, and reuse sections across multiple forms.

In this unit, you uncover the data model objects for simple and effective application management.

Application Setup Objects

As with recruitment requisitions, you use Form Framework to build application forms. Define questions using Omniscripts and combine them into a reusable intake form section. For each question, you can apply one of several different formats, such as text fields, radio buttons, or picklists, and set up validation to alert the candidate when the information is missing or invalid.

Integration Procedures and Data Mappers populate Flexcards with submitted application information and data from your org. This way, reviewers can quickly see all the details about the requisition. Talent Recruitment Management includes Omniscript templates to help you get started creating application forms.

To post an application form and related records, create an application stage definition. In this definition, you set two types of application render methods.

• The Edit Type Render Method shows the fillable form sections on the career site for the candidates.
  
• The View Type Render Method shows the submitted information as a Flexcard on the employee site for hiring teams and recruiters to evaluate.
  

After setting these render methods, when a candidate applies for a vacancy, an Omniscript creates the editable form and the display-only Flexcard of the submitted information. It also creates an action plan from a template associated with the application form for reviewers. You explore action plans later in this module.

Jim, the HR specialist, works with the recruiter and hiring manager to create a list of questions for the business analyst application. He then combines common sections, such as personal details, and educational background to create the application. He also adds a new section that includes questions about the candidate’s business analysis background and then publishes the form on the career site.

Shortly after the job posting goes live, Paul Marshall, a local constituent, visits the Cosville career site. On the Home page, he uses the search and filter capabilities to find the posting for the business analyst role. After reviewing the job qualifications and requirements, Paul thinks he’s a good match, so he clicks Apply.

Because Paul previously applied for a job with the City of Cosville, his application prefills with his previously entered information.

When Paul takes a quick break, a preliminary application reference record stores all of the data that he’s entered so he can pick up where he left off later.

Within just a few minutes, he completes the necessary forms, attaches documents, and submits the form.

Application Review Objects

After the agency receives applications for a job position, the recruiters and hiring team sort through them on the recruitment requisition record and use search tools to find applications that match their criteria. Next, they move the applications to the evaluation stage, where they create review tasks for each stakeholder.

Jim opens the Applications tab of the recruitment requisition to see a list of all the submitted applications. From the related list, he clicks Search to open the Job Application Search page. He enters criteria to show only applications submitted by candidates who received a previous offer from the agency.

Jim sees that Paul’s application meets this requirement, so Jim opens the application form record.

You can review the form submission and perform a variety of tasks from the application form. You can view the current application processing stage, and read through a summary of the application to speed up your screening task.

On either the application form record or the employee site, click Review Application to open the complete form in a read-only format.

The application form connects to the related job position and recruitment requisition through an application form relation junction object.

Next up is the evaluation stage. An application form participant represents a user who has access to an application form, including the candidate and reviewers. As recruiters and hiring teams complete application reviews, they use the application form evaluation object to record details about the review, including their decision. Use the application form evaluation participant to share access to the evaluation record.

After reviewing Paul's application, Jim thinks he makes an excellent candidate for the role. So, on the Evaluation tab, he creates a new application form evaluation and includes the hiring manager and the members of the interview panel as participants so they can access the evaluation.

This diagram shows the application objects in the data model.

This table shows each application object, along with relationships and examples.

You now understand how applications work in Talent Recruitment. But, how was Paul able to find the job posting so quickly on the career site? Keep reading for the feature that made it possible.

Search Tools

Talent Recruitment Management leverages criteria-based search and filter configurations to enhance two areas of the hiring process.

• Candidates can search and filter jobs on the career site.
  
• HR staff can search and filter applications in the Talent Recruitment app.
  

Use this feature to search data across multiple objects in your org. You can customize configurations to include the search criteria and filters that best assist your job seekers and recruitment teams. To learn more about creating tailored search experiences, including customizing searchable objects and Data Processing Engine definitions, visit the Set Up Search Experiences for Recruiters and Job Seekers Help article. Talent Recruitment Management includes sample components to help you get started.

In this unit, you discovered the different objects you use to create and publish intuitive application forms. You’re well on your way to understanding all the objects of the Talent Recruitment Management data model. In the next unit, learn about recording candidate information, and the tools and objects for managing application evaluations.

Resources

• Salesforce Help: Overview of Job Application Guided Flow
• Salesforce Help: Multi-Section Job Applications
• Salesforce Help: Set Up Search Experiences for Recruiters and Job Seekers
• Salesforce Help: Search and Apply for Jobs
• Trailhead: Approval Process for Public Sector Solutions
• Trailhead: Dynamic Assessments in Public Sector Solutions