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Understanding and Setting Up Application Templates

Application Templates offer you a starting point in creating your electronic employment applications for your candidates that they will be completing when applying to your job postings. 

Navigating to App Templates

Go to Administration and click App Templates on the left-hand side.

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Application Templates Menu

The Application Templates menu will list our default templates, your templates, and columns for:

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  • Name - The name of the template.
  • Indeed Easy Apply Compatible - If the application template is compatible with Indeed Easy Apply.
  • Actions - Edit, deactivate, activate or duplicate an existing application template. 
    • Edit - Edit an existing template.
    • Deactivate - Deactivate the template.
    • Activate - If the option to include deactivated app templates is enabled, you can activate a deactivated app template.
    • Duplicate - Duplicate the template by opening the template to allow you to make any changes. It is advised to update the name so it will not be confused with the original template. Saving the template will create a new entry.

Adding/Editing an Application Template

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Clicking "Add Application Template" towards the top left or clicking "Edit" towards the right of an application template under the Actions column allows you to create/edit an application template. When adding a new application template, our default application template will be loaded for you to customize and adjust to your needs.

Indeed Apply Warning

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If Indeed Apply has been enabled, you will see a warning when adding or editing the Application Template that modifying the work and/or education experience sections can impact compatibility with Indeed Apply. Modifying the work and/or education experience sections can affect posting your job.

Step 1 of Application Template

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  • This section also allows the option of viewing the application in English and/or Spanish. The application template can also be viewed in English or Spanish during its creation.

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  • The portion at the top in red text is standard language that is typically required to provide to an applicant relating to Equal Employment Opportunity and ensuring your application process is accessible to everyone. These items relate to the anti-discrimination laws and Equal Opportunity rights an employer must abide by.

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  • Beneath the EEOP information, the 6 steps the applicant will go through when completing the electronic application are shown: Select Input method, Contact Information, Questions, Voluntary Surveys, Agreements, and Completion Message. Clicking any of the steps shown here will take you to that step. There are items in some steps that allow for customization if needed.

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  • In Step 1 of the application process, the applicant will choose the method in which they wish to complete the electronic application. They can choose to upload an existing resume, copy/paste their resume information, or manually complete the fields of the application.
    • If they choose to upload or copy/paste their resume, the ATS uses a parsing tool to extract information from their document and place it in the fields that are best matched to that information. Due to the unlimited formatting possibilities, the parsing tool does its best to decipher the information and place it in the correct field. However, the applicant will need to review the information pulled in to ensure it has populated correctly.

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  • Certain sections or pieces of the application that can be edited will be identified by a pencil icon Edit_Icon_-_00.png, typically in the right-hand corner of the section.

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  • Within Step 1, the top section can be edited to include a phone number or email information. It’s important to add in specific contact information in this section.
    • Please note when editing the contact information in the top section of Step 1, uncheck the “Use Default ADA Statement” checkbox before making changes to the contact information.

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Step 2 - Contact Info

In Step 2, Contact Information, the bulk of the application information is collected. The default template allows the collection of the applicant’s Contact information, Social Media information, Work Experience, Education Information, References, Additional Resume Items, and Other Documents. Most of the Contact Information section is configurable, allowing for any needed adjustments.

  • As in Step 1, anything with an option for editing can be found by clicking on the pencil icon Edit_Icon_-_00.png for that section.

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  • When making edits to a container, the container turns white, turning the container to edit mode. All other sections will remain gray.

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  • When in edit mode, the items available for editing will appear within the container. Clicking the pencil icon Edit_Icon_-_00.png can open an additional window to make further adjustments. Some items contain text that can be changed directly within the field (e.g., Section Heading). Other items require clicking on the edit pencil to see additional editing options (e.g., Email).

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  • Fields in red text (e.g., First Name) are fields that are required on the application, and fields in black text (e.g., Street Address) are fields that an applicant is not required to complete. All required fields must be filled in for an applicant to proceed through the application. There is functionality built into the application process that will stop the applicant and notify them if there is required information that has not been completed.

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  • The four arrows icon arrows-alt-solid.png by an item (e.g., beside State/Providence) allows for custom formatting within the application. The item can be moved to another line or place in the application. To move a field, hover over the four arrows and drag and drop the item to its new location.

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  • To delete a field, click on the trash can icon. If a field is to be deleted, click on the pencil icon and use “Hide Field.” Some fields don’t have the “Hide” option as they cannot be hidden. This is because they have required functionality attached to them. The hand icon indicates a new line is being inserted.

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Dos and Don'ts in Step 2 of the App Template

There are some important things to note when editing Step 2 of the application template.

Avoid editing the “Contact Information” section within Step 2. The best practice is to not make changes to this section of the App Template as it can impact other aspects of the candidate’s application process and cause unexpected results.

Email Address Field

The “Email” field should not be moved and should always be one of the first things listed in the App Template. The email address is used as the unique identifier to help track applicants.

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Contact Information

The only fields in the “Contact Information” section that can be modified without causing unexpected behavior are the “Alt Phone 1” and “Alt Phone 2” fields.

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Additional Information

If you want to request additional contact information from an applicant, it’s recommended to create new fields in another section or create a new section for those additional contact requests rather than creating new fields in the “Contact Information” section.

Do Not Hide Required Fields

When hiding a field, be sure the field is not a required field as setting a required field as hidden can result in unexpected behavior. Before hiding the required field, the “Required Input” setting should be disabled. Required fields are shown in red text.

  • Click the pencil icon Edit_Icon_-_00.png in the container you want to edit. 

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  • Navigate to the field that needs to be hidden and select the pencil icon Edit_Icon_-_00.png for the field. The Edit Field Definition box will appear. Check “No” for required input, then click “OK” for the change to take effect.

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Adding Fields

Although the Arcoro Default Application template was built through extensive research, some fields within the defaulted section may need to be added.

  • To add a new field, navigate to the section where the field needs to be added. Click on the pencil icon Edit_Icon_-_00.png to turn the container to edit mode.

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  • At the bottom of the container, there’s an option to add a new field or add an existing field.  Clicking “Add New Field” opens a dropdown of choices for what kind of field to add. The options available are:
    • Text Input Field – This option allows for a field of single-line or multi-line text. An example of this is the First Name field.
    • Choice Input Field – This option creates a dropdown list of choices for an applicant to select from.
    • New Line – This option creates a new line within the application, which is useful for formatting.
    • Application Text – This will appear as an icon in the application template. Clicking on the pencil icon once it appears allows for display text to be inputted into the application. This will not be a text field the applicant can respond to. It is only for display purposes.

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  • Clicking "Add Existing Field(s)" button generates a list of pre-existing fields that can be added to the section. Click the checkbox besides the designated field, then select “OK” to put the field into the section.

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  • Once the additional fields have been added, be sure to click "Done".

Names When Adding Fields

When adding a new field to the App Template, be sure to give the new field a unique name to mitigate any confusion/issues that can result if multiple fields have the same name.

The “Field Name” in the Edit Field Definition Box will need to be unique to all the other fields in the App Template.

The “English Label Text” field is how the field will appear to the applicant.

Click “OK” once the field information has been inputted to add it to the section.

Once all the changes have been made to the selected container, be sure to click on the “Done” button to save and enact the changes.

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Additional Sections

Similar to the additional fields, additional sections can be added to the application.

  • Scroll to the bottom of the applicant template, and click “Add New Section.”

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  • A custom Section will appear where the Section Heading, Minimum Occurrences, Maximum Occurrences, and Section Description will need to be filled in.

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  • Click "Done" when finished.

Step 3 - Questions

Step 3 of the application template is for the questions that will be asked that are specific to the job. These questions are built in the “Job Templates” section of the ATS module but will be shown here. This section of the application template acts as a placeholder. For more information about job templates, you can refer to the following article.

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Step 4 - Voluntary Surveys

Step 4 of the application template contains the voluntary survey information. The language in this section is standard and maintained by Arcoro.

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The only editable action in this section is to allow or not allow certain surveys to appear in the application.

Click on the pencil icon in the right-hand corner. The Edit Voluntary Surveys box will appear with options for which surveys to show. Once it has been configured, click “OK”.

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Step 5 - Agreements

Step 5 of the application process is where the terms and conditions can be found. You will want to customize this section of the template to make it specific to their organization.

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  • To edit the Terms and Conditions, click on the pencil icon Edit_Icon_-_00.png in the right-hand corner. The Edit Terms and Conditions box will appear.

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  • It’s important to note this section has default language built in. Before editing the content, the “Use Default Terms and Conditions Statement” must be unchecked for any changes to be saved. Once the content has been modified, click “OK.”

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Step 6 - Completion Message

In Step 6, the last section of the application template, a simple completion message has been configured. This message is what the applicant will see once they have completed the application.

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This completion message can be customized by clicking on the pencil icon Edit_Icon_-_00.png in the upper right-hand corner.

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The Edit Completion Message box will appear. Be sure to uncheck the “Use Default Completion Message” line before adding in the custom message text. Once completed, click “OK.”

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Saving Your Template

Once the application template has been completed, be sure to name the application and click “Save Application Template.” The newly completed application template will appear on the main screen in the “App Templates” section.

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Indeed Easy Apply Enhancements

If you have the Indeed Apply configuration turned on, in the “App Templates” menu, you will see a section called “Indeed Easily Apply Compatible” that will indicate if their app template meets the length requirements and can be used with jobs posted to Indeed.

Enabling Indeed Easy Apply
  • Navigate to Administration from the top menu bar and click Account Information on the left-hand side.

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  • Scroll down to find the Enable Indeed Apply toggle. Toggle the option to "Yes".

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  • Save any changes.

If the custom application template shows it is not “Indeed Easily Apply Compatible” within the “App Templates” section, the active job posting will still be shown on Indeed. However, the applicants will not be able to take advantage of the enhanced, one-step application process. 

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