ROLES

PROFILES

PROFILE LICENCE
Customer Hiring Manger Salesforce

Custom Interviewer Salesforce Platform

Custom Recruiter Salesforce Platform

USERS

FULL ROLE ACTIVE PROFILE

NAME
Cynthiya CEO Y Custom Recruiter
Capobianco
Andrew VP Development Y Custom Recruiter
Goldberg
Phil Katz Recruiting Manager Y Custom Hiring Manager
Craiq SW Engineer Y Custom Interviewer
Kingman
Melissa Lee SW Engineer Y Custom Interviewer
Frank Director Product Y Custom Hiring Manager
Linstrom Management
Amy Lojack Product Manager Y Custom Hiring Manager
Andy Product Manager Y Standard User
Macrola
Mario Ruiz Recruiter Y Custom Recruiter
Megan VP Human Y Custom Recruiter
Smith Resource
Ben Stuart SW Dev Manager Y Custom Hiring Manager
Tom Zales SW Engineer Y Custom Interviewer
 CUSTOM OBJECTS

OBJECT LABEL MASTER OBJECT

Candidate
Candidate Snapshot
Interviewer Position
Job Application
Job Posting Job Posting Site, Position
Job Posting Site
Offer
Position
Position Approval Matrix
Position Programming Language Position, Programming Language
Programming Language
Review Job Application
Salary
Zip Code

Candidate
Standard Field

FIELD LABEL FIELD NAME DATATYPE FORMAT

Candidate Number Name Auto Number C-{0000}
Custom Field and Relationships

FIELD LABEL API NAME DATATYPE REQUIR

ED
Batch Load Item Batch_Load_Item__c CheckBox
City City__c Text(30)
Country Country__c Text(30)
Current Employer Current_Employer__c Text(30)
Currently_Employer? Currently_Employed__c Checkbox
Drivers Licence Drivers_License_Number__ Text(30)
Number c
Education Education__c Picklist(Multi-
select)
-GE/HS Diploma
-BA/BS
-MA/MS/MBA
-MD
-JD
-PhD
-Post Doc
Email Email__c Email
Fax Fax__c Phone
Gender Gender__c Picklist
-Male
-Female
First Name First_Name__c Text(30)
Last Name Last_Name__c Text(30)
Legacy Candidate Legacy_Candidate_Number Text(20)(External
Number __c ID)
Mobile Mobile__c Phone
Phone Phone__c Phone
Picture ID Picture_ID__c Text(18)
Picture Link Picture_Link__c Formula(Text)
Picture URL Picture_URL__c Formula(Text)
Social Security Social_Security_Number__c Text(Encrypted)(12)
Number
State/Province State_Province__c Text(30)
Street Address 1 Street_Address_1__c Text(30)
Street Address 2 Street_Address_2__c Text(30)
Tags Tags__c Text(255)
US Citizen US_Citizen__c Checkbox
Visa Required Visa_Required__c Checkbox
Years of Experience Years_of_Experience__C Number(2,0)
Zip/Postal Code Zip_Postal_Code Text(20)

Formulae
FIELD LABEL FORMULA
Picture Link IF( LEN( Picture_ID__c ) <> 0,
HYPERLINK("/servlet/servlet.FileDownload?file=" &
Picture_ID__c , "Candidate Picture"), "")
Picture URL IF( LEN(Picture_ID__c ) <> 0, "/servlet/servlet.FileDownload?file="
& Picture_ID__c , "")

Validation Rules

1 Rule Name Valid_SSN_Format

Error NOT(OR(LEN ( Social_Security_Number__c ) = 0,REGEX(
Condition Social_Security_Number__c , "[0-9]{3}-[0-9]{2}-[0-9]{4}")))
Formula
Error Message SSN must be in this format: 999-99-9999.
Error Location Social Security Number
Description Validates that a custom text field called SSN is formatted in 999-99-
9999 number format (if it is not blank).

2 Rule Name Zip_code_must_be_Valid_US_Postal_Code

Error AND(OR( Country__c = "USA", Country__c = "US"), NOT(REGEX(
Condition Zip_Postal_Code__c , "\\d{5}(-\\d{4})?")))
Formula
Error Message Zip code must be in 99999 or 99999-9999 format.
Error Location Zip/Postal Code
Description Validates that the candidate Zip/Postal Code is in 99999 or 99999-9999
format if Country is USA or US.

Candidate Snapshot (REPORT)

Standard Field

FIELD LABEL FIELD NAME DATATYPE FORMAT

Candidate Snapshot Name Auto Number SNAP-{0000}
Number

Custom Field and Relationships

FIELD LABEL API NAME DATATYPE REQUIR

ED
Candidate Full Name Candidate_Full_Name__c Text(80)
Department Department__c Text(80)
Stage Stage__c Text(80)
Status Status__c Text(80)

Interviewer
Standard Field

FIELD LABEL FIELD NAME DATATYPE FORMAT

Interviewer Number Name Auto Number INT-{0000}

Custom Field and Relationships

FIELD LABEL API NAME DATATYPE REQUIR

ED
Employee Employee__c Lookup(User)
Legacy Interviewer Legacy_Interviewer_Number Text(20)
Number __c
Position Position__c Master-Detail(Postion) Required
Role Role__c Picklist
-General
-Functional
-Technical
-Managerial

Job Application
Standard Field

FIELD LABEL FIELD NAME DATATYPE FORMAT

Job Application Name Auto Number APP-{0000}
Name
Custom Field and Relationships

FIELD LABEL API NAME DATATYPE REQUIR

ED
Average Review Average_Review_Score__c Formula(Number)
Score
Candidate Candidate__c Lookup(Candidate)
Competency Competency_Rating__c Formula(Text)
Rating
Email Email__c Email
Legacy Legacy_Application_Number Text(20)
Application __c
Number
Name Name__c Formula(Text)
Number of Job Number_of_Job_Application Formula(Number)
Applications s__c
Phone Phone__c Formula(Text)
Position Position__c Lookup(Position)
Rating Rating__c Formula(Text)
Stage Stage__c Picklist
-New
-Phone Screen
-Schedule Interview
-Interviews Completed
Status Status__c Picklist
-Open
-In Approval
-Approved
-Hold
-Closed
Total Reviews Total_Reviews__c Roll-up
Summary(COUNT
Review)
Total Review Total_Review_Score__c Roll-up Summary(SUM
Score Review)

Formulae

FIELD LABEL FORMULA

Competency Rating F( Average_Review_Score__c < 3, "Not Qualified", IF(
Average_Review_Score__c <3.75, "Minimally Qualified", IF(
Average_Review_Score__c < 4.75, "Qualified", "Highly Qualified")
))
Email Candidate__r.Email__c
Name Candidate__r.First_Name__c & " " & Candidate__r.Last_Name__c
Number of Job 1
Applications
Phone Candidate__r.Phone.c
Rating IF( Average_Review_Score__c >= 3.5,
IMAGE("/img/samples/light_green.gif", "Green") ,
IF(Average_Review_Score__c >= 2.5,
IMAGE("/img/samples/light_yellow.gif", "Yellow") ,
IMAGE("/img/samples/light_red.gif", "Red") ) )

Validation Rules

1 Rule Name No_New_Deleted_Reviews_for_Approved_Apps

Error AND( ISPICKVAL( Status__c , "Approved") , ISCHANGED(
Condition Total_Reviews__c ))
Formula
Error Message Once a Job Application is approved, there can be no change to the
number of Reviews.
Error Location Top of Page
Description Once a Job Application is approved, there can be no new Reviews.
Likewise, no Reviews can be deleted.

Job Posting
Standard Field

FIELD LABEL FIELD NAME DATATYPE FORMAT

Job Posting Number Name Auto Number JOBPOST-{0000}

Custom Field and Relationships

FIELD LABEL API NAME DATATYPE REQUIR

ED
Job Posting Site Job_Posting_Site__c Master Detail(Job Posting
Site)
Position Postiion__c Master Detail(Postion)

Job Posting Site

Standard Field

FIELD LABEL FIELD NAME DATATYPE FORMAT

Job Posting Site Name Auto Number JOBSITE-{0000}
Number

Custom Field and Relationships

FIELD LABEL API NAME DATATYPE REQUIR

ED
Description Description__c Text Area(255)
Job Site Name Job_Site_Name__c Text(80)
Status Status__c Picklist
-Active
-Inactive
Technical Site Technical_Site__c Checkbox

Offer
Standard Field

FIELD LABEL FIELD NAME DATATYPE FORMAT

Offer Number Name Auto Number OFF-{0000}

Custom Field and Relationships

FIELD LABEL API NAME DATATYPE REQUIR

ED
Actual Salary Actual_Salary__c Currency Required
(8,0)
Additional Addition_Instructions__c Long Text
Instructions
Bonus Percentage Bonus_Percentage__c Percent(3,0)
Candidate_Name Candidate_Name__c Formula(Text)
Job Application Job_Application__c Lookup(Job
Application)
Number of Offers Number_of_Offers__c Formula(Number)
Offer Date Offer_Date__c Date Required
Offer Expiration Offer_Expiration_Date__c Date Required
Date
Postion Name Position_Name__c Formula(Text)
Status Status__c Picklist Required
 -Sent
-Recieved
-Accepted
-Declined
Stock Options Stock_Options Number(7,0)

Formulae

FIELD LABEL FORMULA

Number of Offers 1
Position Name Job_Application__r.Position__r.Name

Position
Standard Field

FIELD LABEL FIELD NAME DATATYPE FORMAT

Title Name Text

Custom Field and Relationships

FIELD LABEL API NAME DATATYPE REQUIR

ED
Approver#1 Approver_1__c Lookup(User)
Approver#2 Approver_2__c Lookup(User)
Approver#3 Approver_3__c Lookup(User)
Date Closed Date_Closed__c DateTime
Date Opened Date_Opened__c DateTime
Days Opened Days_Opened__c Formula(Number)
Department Department__c Picklist
Record Type: Non- -Finance
Technical Position -Support
-Sales
Record Type: -
Technical Position Engineering
-IT
Duration Duration__c Number(3,0)
Education Education__c Long Text Area(32000)
Hello Hello__c Text(10)
Hiring Manager Hiring_Manager_ Lookup(User)
_c
Job Description Job_Description_ Text Area(255)
_c
Legacy Position Legacy_Postion_ Text(20)(External ID)
Number Number__c
Location Location__c Picklist
-San Francisco, CA
-New York, NY
-Atlanta, GA
-London, England
Max Pay Max_Pay__c Currency(7,0)
Min Pay Min_Pay__c Currency(7,0)
Number of Number_of_Inter Roll-up Summary(COUNT
Interviewers viewers__c Interviewers)
Number of Number_of_Posit Formula(Number)
Positions ions__c
Operating Systems Operating_Syste Picklist(Multi-select)
ms__c -Windows
-Mac
-Linux
Pay Grade Pay_Grade__c Picklist
Department Value
Finance ACT-100
ACT-200
ACT-300
ACT-400
Support S-100
S-200
S-300
S-400
Sales C-100
C-200
C-300
C-400
Engineering ENG-100
ENG-200
ENG-300
ENG-400
IT IT-100
IT-200
IT-300
IT-400
Programming Programming_La Picklist(Multi-select)
Languages nguages__c -COBOL
-FORTRAN
-.NET
-Java
 -PHP
-Perl
-Python
Responsibilities Responsibilities_ Long Text Area(32000)
_c
Skills Required Skills_Required_ Long Text Area(32000)
_c
Start Date Start_Date__c Date
Status Status__c Picklist
-New
-Open
-Closed
Sub Status Sub_Status__c Picklist
Status Value
Open Pending
Approved
Closed Not Approved
Filled
Cancelled
Type Type__c Picklist
-Full Time
-Part Time
-Temporary

Formulae

FIELD LABEL FORMULA

Days Opened IF( ISPICKVAL( Status__c , "Open") , ROUND( NOW() -
Date_Opened__c , 0), ROUND( Date_Closed__c - Date_Opened__c
,0) )
Number of Positions 1

Validation Rules

1 Rule Name Every_Position_Must_Have_a_Hiring_Mgr

Error LEN( Hiring_Manager__c ) = 0
Condition
Formula
Error Message Every Position must have a Hiring Manager
Error Location Hiring Manager
Description Every position record must have a hiring manager.

2 Rule Name Filled_Positions_Need_Valid_Start_Date

Error AND(ISPICKVAL( Status__c , "Closed") , ISPICKVAL(
Condition Sub_Status__c , "Filled") , OR(ISNULL( Start_Date__c ),
Formula Start_Date__c < DATEVALUE( Date_Closed__c )))
 Error Message Filled positions must have a valid Start Date (date cannot be before the
date the position was closed).
Error Location Start Date
Description Filled positions need a Start Date that is not null and does not occur
prior to the fill date for the position.

3. Rule Name Temp_Position_Validation

Error AND( ISPICKVAL( Type__c , "Temp") , OR(NULLVALUE(
Condition Duration__c , 0) <= 0, Duration__c > 365) )
Formula
Error Message Temporary positions require a value for Duration between 1 and 365
days.
Error Location Duration
Description Temporary positions require a value for Duration between 1 and 365
days.

Position Approval Matrix

Standard Field

FIELD LABEL FIELD NAME DATATYPE FORMAT

Routing ID Name Auto Number RoutingID-{0000}

Custom Field and Relationships

FIELD LABEL API NAME DATATYPE REQUIR

ED
Approver#1 Approver_1__c Lookup(User)
Approver#2 Approver_2__c Lookup(User)
Approver#3 Approver_3__c Lookup(User)
Department Department__c Picklist
-Engineering
-IT
-Finance
-Support
-Sales
Priority Priority__c Picklist
-Critical
-High
-Medium
-Low
Routing Key Routing_Key__c Text(200)

Position Programmimg Language

Standard Field

FIELD LABEL FIELD NAME DATATYPE FORMAT

Position Name Auto Number PPL-{0000}
Programming
Language Number

Custom Field and Relationships

FIELD LABEL API NAME DATATYPE REQUIR

ED
Language Name Language_Name__c Formula(Text)
Position Position__c Master-Detail(Position) Required
Programming Programming_Language__c Master- Required
Language Detail(Programming
Language)

Formulae

FIELD LABEL FORMULA

Language Name Programming_Language__r.Language_Name__c

Programming Language
Standard Field

FIELD LABEL FIELD NAME DATATYPE FORMAT

Programming Name Auto Number PROGLANG-
Language Number {0000}
Custom Field and Relationships

FIELD LABEL API NAME DATATYPE REQUIR

ED
Description Description__c Text Area(255)
Language Name Language_Name__c Text(80)
Status Status__c Picklist
-Active
-Inactive

Review
Standard Field

FIELD LABEL FIELD NAME DATATYPE FORMAT

Review Number Name Auto Number REV-{0000}

Custom Field and Relationships

FIELD LABEL API NAME DATATYPE REQUIR

ED
Alternate Position Alternate_Position__c Text Area(255)
Candidate Name Candidate_name__c Formula(Text)
Cultural Cultural_Comments__c Text Area(255)
Comments
Cultural Fit Cultural_Fit__c Number(1,0)
Experience Experience__c Number(1,0)
Experience Experience_Comments__c Text Area(255)
Comments
Interviewer Interviewer__c Lookup(Interviewer)
Interviewer Name Interviewer_Name__c Formula(Text)
Job Application Job_Application__c Master-Detail(Job Required
Application)
Leadership Leadership_Comments__c Text Area(255)
Comments
Leadership Skills Leadership_Skills__c Number(1,0)
Legacy Review Legacy_Review_Number__c Text(20)(External ID)
Number
Overall Score Overall_Score__c Formula(Number)
Position Name Position_Name__c Formula(Text)
Reason Reason_Recommended__c Text Area(255)
Recommended
Recommend for Recommend_for_Hire__c Checkbox
Hire
Review Completed Review_Completed__c Checkbox

Formulae

FIELD LABEL FORMULA

Candidate Name Job_Application__r.Candidate__r.First_Name__c & " " &
Job_Application__r.Candidate__r.Last_Name__c
Interviewer Name Interviewer__r.Employee__r.FirstName & " " &
Interviewer__r.Employee__r.LastName
Overall Score ( Cultural_Fit__c + Experience__c + Leadership_Skills__c + IF(
Recommend_for_Hire__c , 5, 1) ) / 4
Position Name Job_Application__r.Position__r.Name

Validation Rules

1 Rule Name Low_Cultural_Fit_Score_Reqs_Explanation

Error AND( Cultural_Fit__c <2, LEN( Cultural_Comments__c ) = 0)
Condition
Formula
Error Message Cultural Fit scores < 2 require explanation. Please fill out the Cultural
Comments field.
Error Location Cultural Comments
Description If a reviewer gives an applicant a cultural fit score < 2, he must fill out
the cultural comments field to explain why

2 Rule Name Recommended_for_Hire_Reqs_Explanation

Error AND( Recommend_for_Hire__c , OR( Cultural_Fit__c <= 2,
Condition Experience__c <= 2, Leadership_Skills__c <= 2), LEN(
Formula Reason_Recommended__c ) =0 )
Error Message If you recommend an applicant for hire you must supply a reason why.
Please fill out the Reason Recommended text box.
Error Location Reason Recommended
Description Reviewers recommending an applicant for hire must give a reason why
if they give a low score (defined as <= 2) in any category.
 Salary
Standard Field

FIELD LABEL FIELD NAME DATATYPE FORMAT

Salary number Name Auto Number PAY-{0000}

Custom Field and Relationships

FIELD LABEL API NAME DATATYPE REQUIR

ED
Actual Pay Actual_Pay__c Currency(8,0)
Max Pay Max_pay__c Currency(8,0)
Min Pay Min_pay__c Currency(8,0)
Position Position__c Lookup(Position)

Zip Code
Standard Field

FIELD LABEL FIELD NAME DATATYPE FORMAT

Zip Code Name Text Required
Custom Field and Relationships

FIELD LABEL API NAME DATATYPE REQUIR

ED
City City__c Text(80)
State State__c Text(2)