Overview
Adding Assets to an Onboarding Task in Evolve ATS is quick and easy. You will need to decide which type of file(s) you need to attach; there are four different options when adding an asset to an Onboarding Task:
- Add Image
- Add Video
- Add hyperlink
- Embed PDF via the PDF Viewer
If you add an image, video, or PDF asset, you are placing a link to that asset in the task, not the file itself. For this reason, the best practice would be to use links that display the image, video, or PDF file(s) that are accessible in the public domain (not sequestered behind any secure login process).
You can have Evolve ATS store images or PDF files in the Evolve ATS Asset Library. However, any files stored here will only be accessible after candidates are logged into Evolve ATS. For this reason, do not simply copy/paste Evolve ATS Asset Library links (URLs) into locations where a candidate will not yet be logged into the system.
If you choose to have Evolve ATS host image or PDF files needed for your Onboard integration, your Evolve Admin must submit a request through the Help Center. Attach any image or PDF file(s) you need asset links (URLs) generated within the ticket. The support team will then provide you with an asset link for each file you can add to your onboarding task(s) in the ways described below.
NOTE: Evolve ATS cannot host video assets for you. They must be hosted on a public site that supports iFrame.
Audience
Onboard Admin
Add Image Asset
Once you have your asset link, click the Onboard Admin tab. Select an existing task or create a new task template.
To add an Image Asset, click the image icon within the HTML editor for the task.
Add the link to the Source field. You can then adjust the Dimensions if necessary.
NOTE: It is recommended to use percentages when possible (pixels should NEVER be larger than 585). If you are using a public image, you can right-click the image, select the Copy Image Address option, and paste the URL into the Source field. This is often used for logos.
Click Ok.
Add Video Asset
As stated, Evolve ATS cannot host video assets for you. Video assets must be hosted on a public site that supports iFrame or a hosting site that can generate links for Video Assets.
To add a Video Asset, click the media icon within the HTML editor for the task.
Add the asset link in the Source field or click the Embed tab to embed the video code.
If you are embedding code, copy it from the host platform and paste it into the Embed code field below.
Once you have the video added with the Asset Link or Embedded Code, click Ok.
Add a Hyperlink
To add a Hyperlink, click the link icon within the HTML editor for the task.
Paste the Asset Link in the URL field. You can also add:
- Text to display – This will be the clickable text displayed to the new hire. If there is no text to display, it will display the URL.
- Title – The name of the asset.
- Target – This is how the hyperlink will open when a new hire clicks it. NOTE: It is best practice to set the Target field to New Window.
Click Ok
Embed PDF via PDF Viewer
This option is available and should be used if you want to point to a read-only PDF. However, if you're going to include a fillable form (with fields and/or a signature option), the best practice is to add your form using the Form Builder tool.
NOTE: You will need to perform the following processes in Google Chrome.
Navigate to the Onboard Admin tab in Evolve ATS.
Select an existing task or create a new task template.
Next, you must access the Developer Tools from your Google Chrome Browser. Click the three-dot action menu in the upper right corner of your Google Chrome Window. Select More Tools > Developer tools.
The Developer Toolbar will appear at the bottom or on the side of your screen.
Click the Console tab within the Developer Toolbar. Then, copy and paste the following command in the blank field at the bottom of the console: tinyMCE.activeEditor.execCommand('mceCodeEditor');
Press enter or return on your keyboard.
The Source code window will display, copy, and paste the following code into the field:
<div> </div>
<div> </div>
<div class="pdf-container" style="width: 100.0%; position: relative; padding-top: 30.0px; overflow: hidden; background-color: #ffffff ; padding-bottom: 85.0%; margin: 30.0px 0.0px;"><embed width="300" height="2150" style="position: absolute; top: 0; left: 0; width: 100.0%; height: 100.0%;" src=" WWW.ACME_COMPANY_LINK_HERE.PDF"></embed></div><div> </div><div> </div>
Replace WWW.ACME_COMPANY_LINK_HERE.PDF with the Asset Link (URL) generated by posting the file to a URL.
Click Ok.
You can Preview it to confirm the PDF viewer is working as expected.
NOTE: If there are formatting issues, check the HTML code to make sure there are no unintended spacings or characters that should not be there. Android does not support PDF Viewer.
You can also add additional text and/or custom fields above or beneath the PDF.