ROLES

PROFILES

PROFILE

LICENCE

Customer Hiring Manger

Salesforce

Custom Interviewer

Salesforce Platform

Custom Recruiter

Salesforce Platform

USERS

FULL
NAME
Cynthiya
Capobianco
Andrew
Goldberg
Phil Katz
Craiq
Kingman
Melissa Lee
Frank
Linstrom
Amy Lojack
Andy
Macrola
Mario Ruiz
Megan
Smith
Ben Stuart
Tom Zales

ROLE

ACTIVE

PROFILE

CEO

Custom Recruiter

VP Development

Custom Recruiter

Recruiting Manager
SW Engineer

Y
Y

Custom Hiring Manager

Custom Interviewer

SW Engineer
Director Product
Management
Product Manager
Product Manager

Y
Y

Custom Interviewer
Custom Hiring Manager

Y
Y

Custom Hiring Manager

Standard User

Recruiter
VP Human
Resource
SW Dev Manager
SW Engineer

Y
Y

Custom Recruiter
Custom Recruiter

Y
Y

Custom Hiring Manager

Custom Interviewer

CUSTOM OBJECTS

OBJECT LABEL

MASTER OBJECT

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

Position
Job Posting Site, Position

Position, Programming Language

Job Application

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

Batch Load Item

City
Country
Current Employer
Currently_Employer?
Drivers Licence
Number
Education

Batch_Load_Item__c
City__c
Country__c
Current_Employer__c
Currently_Employed__c
Drivers_License_Number__
c
Education__c

CheckBox
Text(30)
Text(30)
Text(30)
Checkbox
Text(30)

Email
Fax
Gender

Email__c
Fax__c
Gender__c

First Name
Last Name
Legacy Candidate
Number
Mobile
Phone
Picture ID
Picture Link
Picture URL
Social Security
Number
State/Province
Street Address 1
Street Address 2
Tags
US Citizen
Visa Required
Years of Experience
Zip/Postal Code

First_Name__c
Last_Name__c
Legacy_Candidate_Number
__c
Mobile__c
Phone__c
Picture_ID__c
Picture_Link__c
Picture_URL__c
Social_Security_Number__c

Picklist(Multiselect)
-GE/HS Diploma
-BA/BS
-MA/MS/MBA
-MD
-JD
-PhD
-Post Doc
Email
Phone
Picklist
-Male
-Female
Text(30)
Text(30)
Text(20)(External
ID)
Phone
Phone
Text(18)
Formula(Text)
Formula(Text)
Text(Encrypted)(12)

State_Province__c
Street_Address_1__c
Street_Address_2__c
Tags__c
US_Citizen__c
Visa_Required__c
Years_of_Experience__C
Zip_Postal_Code

Text(30)
Text(30)
Text(30)
Text(255)
Checkbox
Checkbox
Number(2,0)
Text(20)

Formulae

REQUIR
ED

FIELD LABEL

FORMULA

Picture Link

IF( LEN( Picture_ID__c ) <> 0,

HYPERLINK("/servlet/servlet.FileDownload?file=" &
Picture_ID__c , "Candidate Picture"), "")
IF( LEN(Picture_ID__c ) <> 0, "/servlet/servlet.FileDownload?file="
& Picture_ID__c , "")

Picture URL

Validation Rules
1

Rule Name
Error
Condition
Formula
Error Message
Error Location
Description

Valid_SSN_Format
NOT(OR(LEN ( Social_Security_Number__c ) = 0,REGEX(
Social_Security_Number__c , "[0-9]{3}-[0-9]{2}-[0-9]{4}")))

Rule Name
Error
Condition
Formula
Error Message
Error Location
Description

Zip_code_must_be_Valid_US_Postal_Code
AND(OR( Country__c = "USA", Country__c = "US"), NOT(REGEX(
Zip_Postal_Code__c , "\\d{5}(-\\d{4})?")))

SSN must be in this format: 999-99-9999.

Social Security Number
Validates that a custom text field called SSN is formatted in 999-999999 number format (if it is not blank).

Zip code must be in 99999 or 99999-9999 format.

Zip/Postal Code
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
Number

Name

Auto Number

SNAP-{0000}

Custom Field and Relationships

FIELD LABEL

API NAME

DATATYPE

Candidate Full Name

Candidate_Full_Name__c

Text(80)

REQUIR
ED

Department
Stage
Status

Department__c
Stage__c
Status__c

Text(80)
Text(80)
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

Employee
Legacy Interviewer
Number
Position
Role

Lookup(User)
Text(20)

Employee__c
Legacy_Interviewer_Number
__c
Position__c
Role__c

REQUIR
ED

Master-Detail(Postion)
Picklist
-General
-Functional
-Technical
-Managerial

Required

Job Application
Standard Field
FIELD LABEL

FIELD NAME

DATATYPE

FORMAT

Job Application
Name

Name

Auto Number

APP-{0000}

Custom Field and Relationships

FIELD LABEL API NAME

DATATYPE

Average Review
Score
Candidate
Competency
Rating
Email
Legacy
Application
Number
Name
Number of Job
Applications
Phone
Position
Rating
Stage

Average_Review_Score__c

Formula(Number)

Candidate__c
Competency_Rating__c

Lookup(Candidate)
Formula(Text)

Email__c
Legacy_Application_Number
__c

Email
Text(20)

Name__c
Number_of_Job_Application
s__c
Phone__c
Position__c
Rating__c
Stage__c

Formula(Text)
Formula(Number)

Status

Status__c

Total Reviews

Total_Reviews__c

Total Review
Score

Total_Review_Score__c

REQUIR
ED

Formula(Text)
Lookup(Position)
Formula(Text)
Picklist
-New
-Phone Screen
-Schedule Interview
-Interviews Completed
Picklist
-Open
-In Approval
-Approved
-Hold
-Closed
Roll-up
Summary(COUNT
Review)
Roll-up Summary(SUM
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")
))
Candidate__r.Email__c
Candidate__r.First_Name__c & " " & Candidate__r.Last_Name__c

Email
Name

Number of Job
Applications
Phone
Rating

1
Candidate__r.Phone.c
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
Error
Condition
Formula
Error Message
Error Location
Description

No_New_Deleted_Reviews_for_Approved_Apps
AND( ISPICKVAL( Status__c , "Approved") , ISCHANGED(
Total_Reviews__c ))
Once a Job Application is approved, there can be no change to the
number of Reviews.
Top of Page
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

Position

Postiion__c

Master Detail(Job Posting

Site)
Master Detail(Postion)

Job Posting Site

Standard Field
FIELD LABEL

FIELD NAME

DATATYPE

FORMAT

Job Posting Site

Number

Name

Auto Number

JOBSITE-{0000}

Custom Field and Relationships

FIELD LABEL API NAME

DATATYPE

Description
Job Site Name
Status

Description__c
Job_Site_Name__c
Status__c

Technical Site

Technical_Site__c

Text Area(255)
Text(80)
Picklist
-Active
-Inactive
Checkbox

REQUIR
ED

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

Required

Additional
Instructions
Bonus Percentage
Candidate_Name
Job Application

Addition_Instructions__c

Currency
(8,0)
Long Text

Number of Offers
Offer Date
Offer Expiration
Date
Postion Name
Status

Bonus_Percentage__c
Candidate_Name__c
Job_Application__c
Number_of_Offers__c
Offer_Date__c
Offer_Expiration_Date__c

Percent(3,0)
Formula(Text)
Lookup(Job
Application)
Formula(Number)
Date
Date

Required
Required

Position_Name__c
Status__c

Formula(Text)
Picklist

Required

Stock Options

-Sent
-Recieved
-Accepted
-Declined
Number(7,0)

Stock_Options

Formulae
FIELD LABEL

FORMULA

Number of Offers
Position Name

1
Job_Application__r.Position__r.Name

Position
Standard Field
FIELD LABEL

FIELD NAME

DATATYPE

Title

Name

Text

FORMAT

Custom Field and Relationships

FIELD LABEL API NAME

DATATYPE

Approver#1
Approver#2
Approver#3
Date Closed
Date Opened
Days Opened
Department

Lookup(User)
Lookup(User)
Lookup(User)
DateTime
DateTime
Formula(Number)
Picklist
Record Type: NonTechnical Position

Approver_1__c
Approver_2__c
Approver_3__c
Date_Closed__c
Date_Opened__c
Days_Opened__c
Department__c

Record Type:
Technical Position
Duration
Education

Duration__c
Education__c

Number(3,0)
Long Text Area(32000)

REQUIR
ED

-Finance
-Support
-Sales
Engineering
-IT

Hello
Hiring Manager
Job Description
Legacy Position
Number
Location

Hello__c
Hiring_Manager_
_c
Job_Description_
_c
Legacy_Postion_
Number__c
Location__c

Max Pay
Min Pay
Number of
Interviewers
Number of
Positions
Operating Systems

Max_Pay__c
Min_Pay__c
Number_of_Inter
viewers__c
Number_of_Posit
ions__c
Operating_Syste
ms__c

Pay Grade

Pay_Grade__c

Programming
Languages

Programming_La
nguages__c

Text(10)
Lookup(User)
Text Area(255)
Text(20)(External ID)
Picklist
-San Francisco, CA
-New York, NY
-Atlanta, GA
-London, England
Currency(7,0)
Currency(7,0)
Roll-up Summary(COUNT
Interviewers)
Formula(Number)
Picklist(Multi-select)
-Windows
-Mac
-Linux
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
Picklist(Multi-select)
-COBOL
-FORTRAN
-.NET
-Java

Responsibilities

Start Date
Status

Responsibilities_
_c
Skills_Required_
_c
Start_Date__c
Status__c

Sub Status

Sub_Status__c

Skills Required

-PHP
-Perl
-Python
Long Text Area(32000)
Long Text Area(32000)
Date
Picklist
-New
-Open
-Closed
Picklist
Status
Open
Closed

Type

Type__c

Value
Pending
Approved
Not Approved
Filled
Cancelled

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) )
1

Number of Positions
Validation Rules
1

Rule Name
Error
Condition
Formula
Error Message
Error Location
Description

Every_Position_Must_Have_a_Hiring_Mgr
LEN( Hiring_Manager__c ) = 0

Rule Name
Error
Condition
Formula

Filled_Positions_Need_Valid_Start_Date
AND(ISPICKVAL( Status__c , "Closed") , ISPICKVAL(
Sub_Status__c , "Filled") , OR(ISNULL( Start_Date__c ),
Start_Date__c < DATEVALUE( Date_Closed__c )))

Every Position must have a Hiring Manager

Hiring Manager
Every position record must have a hiring manager.

Error Message
Error Location
Description

3. Rule Name
Error
Condition
Formula
Error Message
Error Location
Description

Filled positions must have a valid Start Date (date cannot be before the
date the position was closed).
Start Date
Filled positions need a Start Date that is not null and does not occur
prior to the fill date for the position.
Temp_Position_Validation
AND( ISPICKVAL( Type__c , "Temp") , OR(NULLVALUE(
Duration__c , 0) <= 0, Duration__c > 365) )
Temporary positions require a value for Duration between 1 and 365
days.
Duration
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

Approver#1
Approver#2
Approver#3
Department

Approver_1__c
Approver_2__c
Approver_3__c
Department__c

Priority

Priority__c

Lookup(User)
Lookup(User)
Lookup(User)
Picklist
-Engineering
-IT
-Finance
-Support
-Sales
Picklist
-Critical
-High
-Medium
-Low

REQUIR
ED

Routing Key

Routing_Key__c

Text(200)

Position Programmimg Language

Standard Field
FIELD LABEL

FIELD NAME

DATATYPE

FORMAT

Position
Programming
Language Number

Name

Auto Number

PPL-{0000}

Custom Field and Relationships

FIELD LABEL API NAME

DATATYPE

Language Name
Position
Programming
Language

Formula(Text)
Master-Detail(Position)
MasterDetail(Programming
Language)

Language_Name__c
Position__c
Programming_Language__c

REQUIR
ED
Required
Required

Formulae
FIELD LABEL

FORMULA

Language Name

Programming_Language__r.Language_Name__c

Programming Language
Standard Field
FIELD LABEL

FIELD NAME

DATATYPE

FORMAT

Programming
Language Number

Name

Auto Number

PROGLANG{0000}

Custom Field and Relationships

FIELD LABEL API NAME

DATATYPE

Description
Language Name
Status

Text Area(255)
Text(80)
Picklist
-Active
-Inactive

Description__c
Language_Name__c
Status__c

REQUIR
ED

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

Alternate Position
Candidate Name
Cultural
Comments
Cultural Fit
Experience
Experience
Comments
Interviewer
Interviewer Name
Job Application

Alternate_Position__c
Candidate_name__c
Cultural_Comments__c

Text Area(255)
Formula(Text)
Text Area(255)

Cultural_Fit__c
Experience__c
Experience_Comments__c

Number(1,0)
Number(1,0)
Text Area(255)

Interviewer__c
Interviewer_Name__c
Job_Application__c

Leadership
Comments
Leadership Skills

Leadership_Comments__c

Lookup(Interviewer)
Formula(Text)
Master-Detail(Job
Application)
Text Area(255)

Leadership_Skills__c

Number(1,0)

REQUIR
ED

Required

Legacy Review
Number
Overall Score
Position Name
Reason
Recommended
Recommend for
Hire
Review Completed

Legacy_Review_Number__c

Text(20)(External ID)

Overall_Score__c
Position_Name__c
Reason_Recommended__c

Formula(Number)
Formula(Text)
Text Area(255)

Recommend_for_Hire__c

Checkbox

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__r.Employee__r.FirstName & " " &
Interviewer__r.Employee__r.LastName
( Cultural_Fit__c + Experience__c + Leadership_Skills__c + IF(
Recommend_for_Hire__c , 5, 1) ) / 4
Job_Application__r.Position__r.Name

Interviewer Name
Overall Score
Position Name

Validation Rules
1

Rule Name
Error
Condition
Formula
Error Message
Error Location
Description

Rule Name
Error
Condition
Formula
Error Message
Error Location
Description

Low_Cultural_Fit_Score_Reqs_Explanation
AND( Cultural_Fit__c <2, LEN( Cultural_Comments__c ) = 0)

Cultural Fit scores < 2 require explanation. Please fill out the Cultural
Comments field.
Cultural Comments
If a reviewer gives an applicant a cultural fit score < 2, he must fill out
the cultural comments field to explain why
Recommended_for_Hire_Reqs_Explanation
AND( Recommend_for_Hire__c , OR( Cultural_Fit__c <= 2,
Experience__c <= 2, Leadership_Skills__c <= 2), LEN(
Reason_Recommended__c ) =0 )
If you recommend an applicant for hire you must supply a reason why.
Please fill out the Reason Recommended text box.
Reason Recommended
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

Actual Pay
Max Pay
Min Pay
Position

Currency(8,0)
Currency(8,0)
Currency(8,0)
Lookup(Position)

Actual_Pay__c
Max_pay__c
Min_pay__c
Position__c

REQUIR
ED

Zip Code
Standard Field
FIELD LABEL

FIELD NAME

DATATYPE

FORMAT

Zip Code

Name

Text

Required

Custom Field and Relationships

FIELD LABEL API NAME

DATATYPE

City
State

Text(80)
Text(2)

City__c
State__c

REQUIR
ED