The Providers module allows creating a Registration Form for providers only (who will receive an authentication code), where they will be able to upload the profiles of the candidates they are submitting to you.
Below are the steps to configure the Providers Module:
1. Create a Provider Web Form: first, you need to create a specific form your providers will use.
To do so you need to click System settings > Process management > Application Form > Candidates form > Add new > in Tab1 Basic Information select the filed Form Type > Providers
Once selected which Privacy Policy the Provider will need to accept when uploading the candidates and once filled all the Tabs of the Web Form Creation, click on the Save button.
You will then be able to select which fields to activate in the Providers Form, which will be the information needed to upload the Candidate.
2. Provider Web Form Integration: you will then need to integrate the Webform in a dedicated page on your website (or a hidden page), which will be visible to your providers.
To do so you need to click on System Settings > Web page integration options > Providers > Integrate provider form: once selected the form you want to integrate, you will be able to customize the graphic style and generate the codes to add to your website.
3. Add a Provider: after creating and integrating the form in a dedicated page of your website (or a hidden page) you will be able to add the Provider Details, by clicking on the Providers item in the side menu and then clicking on "Add Provider" in the top right-hand corner.
You will now need to fill in the mandatory fields Name and Email identified by the * and the optional ones and click on Save
The provider will then be assigned a unique code, which you will need to forward to the Provider to allow him to authenticate when uploading the candidates.
The Candidates uploaded by the Provider will be added to the company database and will be possible to retrieve them from the Candidates > Search function.
It will also be possible to filter the candidates uploaded by a specific Provider from Candidates > Search > Advanced search > Information about manual entry CV > Application source details > Insert Provider's Name.
Providers can only add candidates by filling in the provider form which must necessarily be integrated on the customer's website.
To generate the provider form integration code, just click on Settings > Web Page integration options > Integrate the provider form > Select the form > Customize Iframe > Integrate code
Following the addition of the candidate, the system will send two notifications:
- To the provider > will be sent confirmation of candidate added in the system;
- To the candidate > will be sent the registration confirmation email (with activation link) added by the provider.
The texts of both emails are customizable from Settings > Messages > Providers > Notification Message to provider/Notification Message to Candidate
