Application Review (Apply Workflow)

Introduction

In Evolve Recruitment Marketing (RM), the Application Review step allows candidates to edit data collected from prior steps, including data extracted from their resume or CV. The primary data collected pertains to the candidate's contact information, work history, and education history. The data reviewed will go into the final candidate submission.

NOTE: This page is required if there is a Skip Apply option or no Apply Social Media step.

The primary use cases for Application Review are the following:

• The company wishes to collect fundamental data without requesting a resume or social media.
• The company wishes the candidate to be able to fill out a form without a resume.
• The company wishes to validate specific data about the candidate's contact information, work history, and/or education.
• The company wishes to ensure specific fields are required and collected from the candidate.

Audience

Company Administrator

Configuration

Standard Workflow

Navigate to your user menu, then click Applications. 

Select Apply, then click Workflows.

Select a standard workflow that has the Application Review step turned on.

Click Edit next to the Application Review step.

You can configure the following information:

• 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.
• Button Label
  • This is the text 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 on the back button.
• Review Page Text
  • This is the body text to show to the candidates before the file request at this step.
  • Using simple HTML and fonts is recommended.
  • NOTE: Adding images is not recommended.

Language Workflow

On the Language Workflows page, select a language workflow with the Application Review step turned on.

Click Edit beside the Application Review step.

You can configure the following information:

• Page Title
  • This information is shown as the title on the step page.
• Next Button Label
  • This is the text 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.
• Page Text
  • This is the body text to show to the candidates before the file request at this step.
  • Using simple HTML and fonts is recommended.

Standard and Language Workflow Step Settings

When editing the Application Review step for both Standard and Language workflows, you can enable or disable the following toggles:

• Skip the Review Page if the required fields extracted
  • ON → The review page step will not be shown when all required fields are extracted from the resume or CV provided.
  • OFF → The review page step is always shown to the candidate.
• Contact Details (always ON) - Show the section on the contact details section to the candidate.
  • Enforce Postal Code and Phone Number Format
    • ON → If specific countries are chosen or collected in the address, a related postal code/zip and phone number format will be enforced. The candidate cannot continue unless those fields match the country's format.
    • OFF → There is no special postal code/zip code or phone number format enforced.
  • Show or Require Postal Code based on Country Selected
    • ON → If specific countries are chosen or collected from the address.
      • The Postal Codes/Zip code field is only shown if the country selected uses postal codes/zip codes.
        • If Show = true for Postal Codes/Zip, then the postal code will be shown and required for countries that use postal codes and not for countries that do not.
        • If Show = false for Postal Codes/Zip, then the postal code will be shown and required for countries that use postal codes and hidden for countries that do not.
        • If Required = true, the Postal Codes/Zip field will always be required. We recommend that you uncheck this option if you use it.
      • The State/Province field is only shown if the country selected has states/provinces for use in addresses.
      • NOTE: The enforcement of the requirements is still determined by the separate property on the State/Province or the Zip/Postal Code field.
      • NOTE: If you hide the specific State/Province and/or Zip/postal code field(s), that field will always be hidden (and not required) regardless of this setting.
    • OFF → Country-specific Zip/Postal code rules and State/Province are not enforced. If this setting is OFF, recommend that Zip/Postal and State/Province are not required or hidden.
• Fields
  • The following fields can be configured as visible (first column checkbox) and/or required (second column checkbox). If a field is required, it must be visible.
    • First Name - This is always required and visible
    • Middle Name
    • Last Name – This is always required and visible
    • Street Address
    • Street Address 2 - Requires global feature switch Apply Workflow 2nd Addressline on for the company
    • City
    • Country – This is required to be visible if using any other address field like Street Address, City, State/Province, Zip/Postal Code
    • State/Province
    • Zip/Postal Code
    • Email - This is always required and visible
    • Profile URL
    • Home Phone
    • Mobile Phone
    • Work Phone
• Work History
  • ON → The candidate will be shown a work history section (old apply) or step (new apply).
  • OFF → The work history section or step is not shown to the candidate.
  • Required Work History Fields – The default is 0. You can set this to a number,  requiring the candidate to have at least that many work history records before proceeding to the next step.
  • Fields
    • The following fields can be configured as visible (1st column checkbox) and/or required (2nd column checkbox). If a field is required, it must be visible. If the Required Work History Count is set to a number, then all the required fields must be entered in each work history record to be valid.
      • Start Date
      • End Date
      • Company Name
      • Job Title
      • City
      • Country
      • State/Province
      • Description
• Education History
  • ON → The candidate will be shown an education history section (old apply) or step (new apply).
  • OFF → The education history section or step is not shown to the candidate.
  • Required Education History Fields – The default is 0. You can set this to a number, requiring the candidate to have at least that many education history records before proceeding to the next step.
  • Fields
    • The following fields can be configured as visible (1st column checkbox) and/or required (2nd column checkbox). If a field is required, it must be visible. If the Required Education History Count is set to a number, then all required fields must be entered in each education history record to be valid.
      • Start Date
      • End Date
      • Graduation Date
      • Degree
      • Major
      • School
      • City
      • Country
      • State/Province

Candidate Experience

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

Contact Details, Work History, and Education History are each separate steps (pages). Completing all three is required to trigger the completion of the Review step in Analytics.

Contact Details

Work History

Edit Work History

Education History

Edit Education History