Additional Attachments (Apply Workflow)

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Introduction

In Evolve 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

Select a language workflow with the Additional Attachments turned on on the Language Workflows page.

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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