1. Jobvite
  2. Evolve Recruitment Marketing
  3. Administration & Configuration

Welcome Step (Apply Workflow)

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Jessica Dearing

Introduction

In Evolve Recruitment Marketing (RM), the Welcome step collects a candidate's basic information (first name, last name, and email) and details the overall application process. The Welcome Page can also collect answers to questions or identify an agency when submitting a candidate.

NOTE: The Privacy Agreement page is the recommended place to collect explicit consent to use the candidate's data for recruiting purposes.

Audience

Company Administrator

Standard Workflow Configuration

Navigate to your user menu, then click Applications.  

User Menu.png

Select Apply, then click Workflows.

apply workflow.png

Select a standard workflow with Welcome turned on.

select standard workflow.png

Click Edit beside the Welcome Page step.

edit welcome step.png

The following information can be configured:

  • Step Title
    • This information is shown as the step tab or menu text.
    • A maximum of 20 characters can be used.
  • Page Title
    • This information is shown as the title on the step page.
  • Next Button Label
    • This is the text displayed on the button to move to the next page.
    • Clicking this will move the candidate to the next step in the Apply process.
  • Back Button Label
    • This is the text shown on the back button.
  • Use Previous Application Button Label
    • This is the text on the Use Previous Application button (if the Apply with Previous Application option is turned on).
    • Clicking this will move the candidate to the previous application step in the apply process.
    • At the same time, Apply will attempt to find a previously completed application in the same company with the same email address entered on the welcome page within the last 90 days.
    • If found, an email with a code will be sent to the address to fetch the application data and populate this application on the Previous Application step.
    • If not found, an email indicating that no previous application has been found is sent to the address.
  • Welcome Page Text
    • This is the body text shown to the candidates on this step.
    • Using simple HTML and fonts is recommended.
    • NOTE: Adding images is not recommended.

edit welcome step details.png

Language Workflow Configuration

On the Language Workflows page, select a language workflow with Welcome turned on.

language workflow selection.png

Click Edit beside the Welcome Page step.

language workflow_edit welcome step.png

The following information can be configured:

  • Page Title
    • This information is shown as the title on the step page.
  • Next Button Label
    • This is the text shown to move to the next page.
    • Clicking this will move the candidate to the next step in the apply process.
  • Back Button Label
    • This is the text shown on the back button.
  • Use Previous Application Button Label
    • This is the text on the Use Previous Application button (if the Apply with Previous Application option is turned on).
    • Clicking this will move the candidate to the previous application step in the Apply process.
    • At the same time, Apply will attempt to find a previously completed application in the same company with the same email address entered on the welcome page within the last 90 days.
    • If found, an email with a code will be sent to the address with the code to fetch the application data to populate this application on the Previous Application step.
    • If not found, an email indicating that no previous application has been found is sent to the address.
  • Welcome Page Text
    • This is the body text to show to the candidates in this step.
    • Using simple HTML and fonts is recommended.
    • You can include images, but it is not recommended.

language workflow_edit welcome step details.png

Standard and Language Workflow Step Settings

When editing the Welcome page for both Standard and Language workflows, you can turn the following toggles on or off:

  • Collect Basic Candidate Information
    • ON → The page will display the required fields to collect the candidate's first name, last name, and email address.
    • OFF → No additional required fields are shown or collected.
  • Collect Profile URL
    • ON → The page will display an optional field for collecting the candidate’s URL, such as the Linked Public or VisualCV URL.
    • OFF→ No Profile URL field will be collected.
  • Collect Agency Information (on Agency Sites when submitting Candidates)
    • ON → Only use this page for an Agency Apply Workflow. When enabled, this will show the required fields to collect the recruiter's First Name, Recruiter Last Name, Recruiter Email address, and phone number. Also, a read-only field for the Agency ID will be shown and passed into the Apply Workflow.
    • OFF → No agency information collected.
  • Allow Apply with Previous Application
    • ON→ Enables the Previous Application feature and step. This allows a candidate to request that a previous application from the last 90 days to the same company be used as the starting point for this new application. This also allows the configuration of the following fields:
      • From User
      • Email Template for when Previous Application found
      • Email Template for when Previous Application not found
      • OFF → Previous Application feature is not available.

welcome step settings.png

Step Questions - Standard

When editing the Welcome page for a Standard workflow, you can add questions for the candidate to answer on the step by clicking Add question.

standard workflow_add question.png

Choose questions from the drop-down menu. The drop-down menu will show all questions not already configured to be answered on the current workflow (on the current page or other pages).

standard workflow_choose question.png

You can configure each added question to be Required. If required, the candidate must answer the question to continue. NOTE: You must add questions to the Welcome page in the order you want them answered.

standard workflow_require question.png

You can remove a question by clicking Remove.

standard workflow_remove question.png

If you add Conditional Questions (Apply Workflow), the parent and all related child questions are added to the step. If the parent question is removed, the child questions are automatically removed.

The child questions are shown as italicized.

standard workflow_child questions.png

The logic of the conditional questions determines the required flag on the parent and each of the children, and you cannot change this on the workflow step.

Step Questions - Language

When editing a Welcome page for a Language workflow, you can add questions for the candidate to answer on the step by clicking +Add question.

language workflow_add question.png

From the dropdown, click the + next to the question to add it. The drop-down will show all questions not already configured to be answered on the current workflow (on the current page or other pages). NOTE: If the globe in front of the question is green, all questions are configured for the brand’s language. If the globe icon in front of the question is orange, some language questions are missing.

language workflow_add question detail.png

You can configure each added question to be Required. If required, the candidate must answer the question to continue. NOTE: The questions on the Welcome page will be displayed in the order shown to the candidate.

language workflow_require question.png

You can remove a question by clicking the delete icon.

language workflow_remove question.png

You can change the question order by clicking the double line and then dragging and dropping the question to the desired order.

language workflow_reorder questions.png

Candidate Experience

The following is what the Welcome step could look like to the candidate:

candidate experience_welcome step.png

The following is what the Welcome step could look like for an Agency Recruiter:

candidate experience_welcome step_agency recruiter.png

 

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