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

Additional Attachments (Apply Workflow)

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Jessica Dearing

Introduction

In Recruitment Marketing (RM), the Additional Attachments step is meant to collect additional documents, such as a cover letter, a portfolio item, or a scan of a license or certification, that the company wishes to collect from the applicant during the application process. These additional attachments are sent to the ATS at the end of the application.

The primary use cases for Additional Attachments are the following:

  • The company wishes to request a cover letter in addition to the application.
  • The company has a printed consent letter, assessment, or screening that they wish to collect.
  • The company is recruiting for a position in a jurisdiction that requires a document scan (e.g., to prove citizenship, a visa, a license, or certification).
  • The company is recruiting for a creative position and wishes to collect portfolio samples.

Audience

Company Administrator 

Configuration

Standard Workflow

Navigate to your user menu, then click Applications. 

User Menu.png

Select Apply, then click Workflows.

apply workflow.png

Select a standard workflow that has the Additional Attachments step turned on.

select standard workflow.png

Click Edit beside the Additional Attachments step.

Edit additional attachments.png

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 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.
  • Additional Attachments
    • Click Add to add a new attachment.

add new attachment.png

  • Each attachment has a Document Description and a Required flag. NOTE: If an attachment is marked as required, the candidate must upload a file.

attachment description and require flag.png

  • Click remove to delete that file request from the step.

remove attachment.png

  • Header Content
    • This is the body text shown to the candidates before the file request at this step.
    • Using simple HTML and fonts is recommended.
    • NOTE: Adding images is not recommended.
  • Footer Content
    • This is the body text shown to the candidates after the file request at this step.
    • Using simple HTML and fonts is recommended.
    • NOTE: Adding images is not recommended.

header and footer content_additional attachments.png

Language Workflow – Attachments

Navigate to your user menu, then click Applications. 

User Menu.png

Select Apply, then click Attachments.

Apply_Attachments.png

The Supported Attachments page shows attachments that have been created for your company. The list shows the following:

  • Attachment Name
  • Translations status
    • Green – All translations are created for all supported locales in your brands.
    • Red – One or more translations are missing for one or more of your locales in your brands.
  • Updated – Displays how long ago the attachment was updated.
  • Created – Displays how long ago the translation was created.
  • Delete icon – Select to delete a supported attachment.  

Supported Attachments page.png

Language Workflow – Add Supported Attachment

On the Supported Attachments page, click + Supported Attachment.

add supported attachment.png

Add a unique name for the attachment.

new supported attachment name.png

Click SAVE.

NOTE: The Translations area will not appear until the record is saved.  Once saved, the Question is created without translations, indicated by a red globe.

no saved translations.png

Language Workflow – Edit Supported Attachment

On the Supported Attachments page, select an attachment.

edit supported attachment.png

On the Edit Supported Attachment page, you can edit the following:

  • Name – Edit the attachment name.
  • Translations
    • Title (required) – The title of the attachment
    • Short Description (optional) – Display an additional description for the attachment.

edit supported attachment details.png

Click SAVE. NOTE: You will need to click SAVE under each category where an edit has been made. For example, if you edit the attachment Name and Title, you will need to click SAVE under the Name and Title categories.

Once saved, you can add the attachment to your Language Workflow Additional Attachments step.

Language Workflow - Add Additional Attachments

Navigate to Apply, then click Workflows.

apply workflow.png

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

language workflow selection.png

Click Edit beside the Additional Attachments step.

Edit additional attachments.png

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 shown to the candidates before the file request at this step.
    • Using simple HTML and fonts is recommended.
    • NOTE: Adding images is not recommended.
  • Footer Text
    • This is the body text shown to the candidates after the file request at this step.
    • Using simple HTML and fonts is recommended.
    • NOTE: Adding images is not recommended.

footer text_language workflow.png

  • Step Attachments
    • This shows what attachments are currently configured on the Step. You can also choose if this should be required or optional.
    • Click + Add Supported Attachment to add an attachment.

add attachments_language workflow.png

  • The green globe indicates that all translations needed on the Apply Workflow are configured (based on the brand’s locales). The red globe indicates some missing translations on your configured brand.

workflow status_language workflow.png

  • Click + to add an attachment to the step.

add image_language workflow.png

Each attachment has a Required flag. If an attachment is marked as required, the candidate must upload a file.

require step attatchments.png

Click the delete icon to remove that particular file request from the step.

delete attatchment.png

Candidate Experience

The following are the allowed file types:

  • Txt
  • jpg, jpeg
  • gif
  • png
  • bmp
  • tiff
  • psd
  • ai
  • pdf
  • doc
  • xls
  • ppt
  • docx
  • xlsx
  • log
  • dwg (which is autoCAD's file extension)
  • eps
  • mp4
  • mov
  • mp3
  • wav

NOTE: The check is not on the file extension but on the detected MIME type.

Based on the requested files (not chosen files), the max file size per upload is 25MB (single file), 12MB (2 files), 8MB (3 files), 6MB (4 files), and 5MB (5 files).

The following is what the Additional Documents (Attachments) step could look like to the candidate:

The candidate is prompted to enter a file if required, and they move to the next step.

candidate experience_additional attachment.png

candidate experience_additional attachment 2.png

After the candidate selects a file, the upload will begin.

candidate experience_file upload.png

The candidate will see the option to Remove when the file is uploaded. This will clear the file, and they can choose a different file.

candidate experience_remove attachment.png

If the file upload has errors (e.g., size or type), the candidate will see an error.

candidate experience_file upload error.png

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