Job Board Configuration

Overview

The PCRecruiter Job Board is the portion of the PCRecruiter hosted platform which is made visible to candidates and jobseekers either by directly linking to it or, more commonly, by using an ‘iframe’ (inline frame) and accompanying JavaScript to insert into a page on a website. It is through this portal that job data is made visible to the public, as well as through which incoming candidates are entered into the system and attached to the appropriate position pipelines. This document covers the implementation of the stock PCRecruiter Job Board features but does not touch on custom integrations or other capabilities leveraging the public API.

Setup

Configuration of the job board requires top-level administrative access to PCRecruiter. Once logged in, you’ll find all the required panels under the SYSTEM option in the main PCRecruiter menu.

The following panels are found under the JOB BOARD submenu:

  • Job Board ResultsControls the layout of the search results / job list and related items.
  • Job Board Search: Controls the job search form and custom-filtered URLs.
  • Job Details: Controls the layout of the individual job display, social login options, and structured schema data (Google Jobs, etc.)
  • Job Board Register: Controls the layout and fields used in the basic candidate data forms for applying and passive info submission.
  • Job Board Messages: Customization of intro text (to appear above the results list), Thank You screen, and message for empty search results.
  • Inquiries/Apply: Controls the email notification to users or system admins when a candidate applies.
  • Job Board Style: Editing of stylesheets and header scripts.
  • Job Board Options: Specify Profile data sheets for registering and applying, and disable/enable return login button.
  • Import/Export Setting: Upload or download configuration files for the Job Board.
  • Job Board EEOC: Configuration and enabling of fields for EEOC demographics and source tracking.
  • Position Life Span: Optional maximum days for jobs to remain public.

General Notes

  • The job board is built using Bootstrap 3.2 and layouts for the various screens use this framework for responsive layouts. It is highly recommended that any job board setup be checked on both desktop and mobile devices before deployment.
  • On any panel with an HTML editor, you may click the < > button to view and edit the HTML source. In many cases, some hand-editing of the source will be required.
  • On most HTML editor screens, the Template button in the editing toolbar inserts sample layouts that can be used as a starting point for customization.
  • On the HTML editor screens, the Insert Fields button in the editing toolbar includes the various fields that can be inserted into that screen. The Insert Fields button includes other screen-dependent inserts which are outlined below.
  • When inserting a field, you may replace the text label of that item by simply altering it in the editor. You may also choose to insert the merge tag for the field directly (e.g. [[positions.title]]) in order to wrap it with your own custom HTML.
  • Most panels include an “Open Website” link in the Action menu at the upper right corner which will launch the job board link for viewing. If the older Classic Extensions are currently enabled on the database, adding &forcenew=y to the job board URL will allow viewing of the newer board. Some panels also include a “Preview Mobile” and “Preview Desktop” option for loading the Job Board in a pre-sized modal dialog.

Job Board Results

When the job board is loaded, the initial screen is a list of the available job openings (Status = ‘Available/Open’, Number of Openings not equal to zero, Show On Web = Show). This panel defines how this job list / search results screen is laid out.

The primary area of the screen is an HTML editor in which the designer creates the format for a single job, which will be repeated for each job in the resulting list.

Special items to be aware of in the Insert Fields list here are the Position_Logo and Company_Logo inserts, which will return an image uploaded to the job or company, and also the Web_Notes, which can be used for adding text-only excerpts or short descriptions.

Below the HTML editor you’ll find additional options:

  • Rows Per Page: Indicates, in multiples of 12, the maximum number of results that will be included in a single page of listings.
  • List Jobs Before Searching: By default, the first page of jobs will appear automatically when the job board loads. When set to ‘Never Show’, job listings will only appear after the user performs a search.
  • Allow Blank Searches: When set to ‘Yes,’ submitting the search form will return all of the available openings. When set to ‘No,’ at least one search criteria must be entered. This switch can be helpful if you wish to hide the sum total of available openings by requiring the jobseeker to filter them in some way before seeing them.
  • Container Size: This switch relates to the Bootstrap framework and indicates the screen width breakpoint used in determining whether to switch to a single-column layout. Most PCR job boards, when framed into another website, use Medium, Small, or Extra Small.

In the Action menu at the upper right corner of the frame you will find the Sorting Options panel. The first two dropdowns define what order the positions will appear in upon initial load. Common settings are to sort by Date Posted, Desc (i.e. newest first) and then to use State, Asc (i.e. states starting with A first) as a secondary sort.

The Custom Sort Bar section allows the insertion of a configurable sort feature, which will appear at the top of the listing. The ‘Template’ button will insert a stock example, and the Insert Fields button on the editor is used for inserting the fields which will be available as sort options. Note: If a tilde (~) is used in this setup, it will be converted to a pipe (|) on the display side.

This editing panel is used for building the job search form, which appears at the top of the job list. Special items to be aware of in the Insert Fields list are the “Go” insert, which places the button for running the search, and the “Clear” insert, which inserts a button that empties all selections in the search form.

Below the editor, you’ll find the Auto Complete Locale switch. If the form is being configured to use one of the postal/zip code searches with a radius, PCRecruiter defaults to using a US/Canada zip code radius database. This switch can be changed if the postal search is being used in one of the other supported locales.

The Show Search Box option defaults to ‘Always Show Search.’ If set to ‘Hide Search,’ the search form will be hidden when the page loads. Instead, a ‘Search’ button will appear. Clicking the button will cause the form to expand into view. Hiding the search is recommended when only one or two pages of jobs are available.

In the Action menu at the upper right corner of the frame you will find the Custom Filters panel. This panel can generate job board URLs that are filtered to a specific query. Common uses for this utility include location or industry-specific links, job boards that include internal positions, and so on. To use this panel, enter an SQL query into the box (e.g. positions.state = ‘OH’) and click ‘Generate Search URL’ to retrieve the filtered link URL. By default, this URL will retain the filter regardless of the user’s searching or other actions. If the ‘Do not retain search’ box is checked when generating the search URL, the jobseeker will be able to view the un-filtered default job content by running a new search or otherwise leaving the initial result list generated by the filter.

Job Details

This panel contains the following sub-sections:

Design

This section controls the layout of the individual job pages. As with other panels, the ‘Template’ button in the toolbar inserts stock examples, and the Insert Fields button places the individual fields into the screen.

Special Items in the Insert Fields on this panel include:

  • Social_Share_Bar: This will insert a “Share This Position” button into the layout. Adjustments to placement and CSS are often necessary to make sure that the button is sized appropriately and that it doesn’t move to a strange location on smaller devices.
  • Position.Apply.Button: By default, the ‘Apply’ button is automatically added at the bottom of the page below all other elements. Inserting this item into the layout hides the default button and adds an Apply button at the insertion point. It’s also possible to insert more than one button – for example, one at the top and one at the bottom for sites with very long descriptions.

Apply Button

When a jobseeker clicks ‘Apply’, the first screen they are presented with will be a selection of social networks to log in with. Logging in with a social network saves time in entering contact info and creates an OAUTH secure login key so that they may return with that social network in the future and avoid creating a duplicate record in the system.

This panel defines the social network options page. The ‘Template’ button includes a full-color and monochrome version of the social network screen. The social icons may be added, removed, styled, and rearranged as with any other screen layout. If this configuration panel is left entirely empty, the ‘Apply’ button will skip ahead directly to the apply/register form.

Login Screen

This panel serves the same function as the ‘Apply Button’ panel above but controls the options available for returning users if the Log In option has been enabled. In many cases, the Login Screen and Apply Button screen will be identical, but the separate configurations allow different instructions or options on the two screens.

Schema

This panel configures the Job Schema JSON data for the job detail page. This is primarily for the benefit of Google, which will recognize this data and include the jobs in their job search tool. Fields with red asterisks are required, while those with blue asterisks are ‘recommended’ by Google. The Reset Schema option in the Action menu at the upper right corner will pre-set the Title, Description, Date Posted, Identifier, City, Postal Code, and Country fields to the most common choices. We also recommend setting Employment Type and Region/State if possible. The ‘Hiring Organization > Name’ item is required. You may simply enter the name of your company into the box to the right or select Position Predefined: Company Name from the dropdown to allow Google to see the actual company name from the database. Note that configuring this panel is not a guarantee that Google will list the jobs, but it does guarantee that the job’s data will be in the proper format for their search spider if they index the page.

NOTE: The Resume First panel has been deprecated and will be phased out in upcoming versions.

Job Board Register

This panel contains the following sub-sections:

Register

This section defines the self-entry form for jobseekers who are not applying to a specific position, but are passively submitting their information. Attaching an asterisk to any field will make it required for the form submission.

The Insert Fields button on this panel includes a number of special items:

  • Name.Upload_Attachment: Inserting one of these items generates a file upload button that can be used for collecting cover letters, certifications, or other non-resume files. Although the interface offers numbered attachments up to 10, you may add more by simply incrementing the numbers. Bear in mind that allowing many file uploads could impact performance of the form.
  • Name.Reg_Memo_Field: Inserting one of these items generates a textarea question. This may be useful for long-form answers that do not correspond to any standard 255-character field and are applicable to this candidate regardless of the job (i.e. “List any special skills, memberships, or certifications.”) These answers will be stored in an attachment on the Name record.
  • Name.Upload_Resume: This field adds an ‘upload’ button to the registration form that stores the uploaded document in the Resume area of the record. After selecting the file, a tab with the filename appears next to the field to confirm that it’s been selected. If the jobseeker returns to the site within 14 days, the indicator will remain visible. After that, they will need to upload a new resume if they want to submit the form again.
  • Name.Upload_Cover_Letter: This field adds an ‘upload’ button to the registration form that works just like the ‘Upload_Attachment’ insert described above, but the attachment’s “Description” will be set to “Cover Letter.”
  • Name.Password / Name.Confirm_Password: If you are allowing candidates to register without using any social network, their Email and Password will be used for identifying them. The Password field will only appear if the Login item under Job Board Options has been turned on, and only if the registrant did not select any social network.
  • Name.History: These items insert the History Fields blocks, which are configured under System > History Fields.

Apply

This section performs the same functions as the ‘Register’ panel described above but is used when the candidate is applying to a specific position (i.e. clicking the Apply button on a job rather than a general ‘submit resume’ link.)

The Insert Fields button here includes Name.Apply_Memo_Field inserts which work just like the Reg_Memo_Field choices but are collected on a per-job basis. Apply_Memo boxes are blank when the screen loads, whereas Reg_Memo responses are retained from one application to the next. Apply_Memo_Field inserts are for questions like “What makes you a fit for this job?” or “Describe your skills in this particular industry.”

NOTE: “Dropdown” custom fields will appear as Select answers on registration forms with the field name/label as the displayed initial value. You may wish to convert these to radio selections instead, particularly if the question is very long, or if the item is a simple yes/no. You may turn the field into a “pick only one” multi-select list by switching to the HTML source view and appending (Radio) to the data-field=”” parameter.

Indeed

This section is used for configuring add-on fields to be collected when using PCRecruiter’s direct-apply integration with Indeed.com. It is configured in the same manner as the Apply and Register panels, but does not have any visual effect on the job board itself.

NOTE: The LinkedIn and No Resume panels have been deprecated and will be phased out in upcoming versions.

Job Board Messages

This panel contains the following sub-sections:

Introduction

Text entered into this area will appear at the top of the Results page above the search form and job list. The only item found in the Insert Fields panel here is the “Submit_Resume_Link” item. This inserts a link to register without selecting a job. This leads to the ‘Register’ form described above.

Thank You

Text entered into this area will appear at the end of the apply process. The “Insert Fields” button may be used for inserting details from the job or candidate submission. Bear in mind when composing the message that job-related field inserts will be omitted if the candidate is not applying to a specific position.

By default the “Finish” button at the end of the apply process goes back to the initial job search, but an alternate URL may be entered into the box below the HTML editor.

If you need to add any confirmation scripts or conversion tags to the job board, you will be able to do so by using the < > source editing button on this screen.

No Jobs Found

Text entered into this area will appear if no positions are active or if the jobseeker runs a search that returns no results.

Inquiries/Apply

This panel defines who, if anyone, is emailed when someone applies to a position. In order for any of these automated notifications to function, the panel under SYSTEM > Outgoing Mail Settings must have a valid SMTP server and credentials, as well as a System Administrator Email. See https://learning.pcrecruiter.net/database-outgoing-mail-setup for instructions.

Configure

Send Inquiry to System Admin defines whether the email address set in the Outgoing Mail Settings gets notified. This is commonly set to “Do Not Send Copy.”

Email Position Inquiry has several options:

  • Use Default Settings: Sends an email to the individual specified as the Contact on the Position’s record (often the client or a field manager). If no contact is specified here, the email goes to all additional contacts. Additional contacts can be associated by going to the ‘Associations’ option in the navigation menu on the position and using the ‘Associated Records’ tab. When creating a new association, the Source Description must contain the word ‘Contact’ in order to be recognized as an additional contact for the Position. If no contact emails are available, the email goes to the System Administrator.
  • Do Not Send Mail: Disables the email notification entirely.
  • Send Email to User Name: Sends the email to the address of the User whose Username is on the Position record. This is the most common setting.
  • Send Email to Primary Position Contact: Sends an email to the individual specified as the Contact Name on the Position’s record
  • Send Email to All Position Contacts: Sends an email to the Contact Name on the Position’s record, AND other contacts specified for the Position.
  • Send Email to Username or Position Contact if Username is EMPLOYER: Sends an email notification to the User specified on the position record. If the user name is EMPLOYER (such as may happen if clients or managers are allowed to enter jobs via the manager portal) then the email notification is sent to the Contact Name specified on the Position record instead.

Email

The system uses a stock layout for the notification email, but you may use the ‘Email’ option on the left side to compose an alternative. At the bottom of this area are two checkboxes:

  • Reply to Candidate Email Address: Checking this box causes the system to insert the candidate’s own email in the ‘Reply-To’ field so that the person receiving the notification may reply back to the candidate directly. Be aware that this also means any bounce message will go to the candidate if the user’s email is unreachable.
  • Remove Notification Email: Checking this box and saving the page will clear out the custom notification and revert to the stock version.

Job Board Style

This screen is used for inserting CSS, JavaScript, and other tags into to the <head></head> tag of all job board pages for styling and functionality. The job board already includes the jQuery 1.9 library, so jQuery format scripts may be used here.

Job Board Options

  • Apply Mode: This should be set to ‘Apply Button’. The ‘Button Group’ mode is an earlier configuration that will be deprecated in the future.
  • Profiles: Profile forms are customizable forms often used for job applications, skill checklists, and other data collection beyond the basic apply and registration forms. This panel allows the insertion of one “Registration Profile,” which will appear after the initial data entry form for passive candidates has been completed, and/or one “Apply/Inquire Profile” which will appear after the initial data entry form for job applicants. The ‘Apply’ profile will be required each time the candidate applies to a job, whereas the ‘Registration’ profile will only be collected upon initial creation of their record. Furthermore, job-specific profiles may be collected by attaching a profile to a job using the Edit Inquiry navigation option on the Position record.
  • Login: By default, candidates who attempt to submit a passive registration or an application using one of the social network buttons will be automatically logged in if that account is found in the database. Enabling this option adds a “Login” button to the top of the job list so that returning candidates see a clear path to reconnect to their existing account before proceeding. It also enables the‘’Password / Confirm Password’ fields in the Apply and Register screens. Candidates who re-register using an email and password that match an existing account will also be logged in automatically. Any candidate who registers using a social network or email/password combination that is not already on file will be handled as a new record. If their email address or resume are an exact match for one already in the database, an ‘Association’ will be created on the new record, pointing to the suspected duplicate. Also, an icon will appear next to the name indicating that they are a suspected duplicate. The user may then merge the record. If more than one record in the database matches the email or resume, the connection will point to the oldest match found.

Import/Export Setting

The “Download Configuration” button on this screen will export all of the primary job board settings and layouts into an .XML file for backup. The “Upload Configuration” option restores these XML files into the job board, replacing the current configuration. This feature is also helpful for moving or copying configurations between databases or locations.

Job Board EEOC

This panel enables the EEOC Collection screen, which collects Race, Gender, Source, Veteran Status, and Disability Status as required by the Equal Employment Opportunity Commission.

Position Life Span

By default, jobs remain visible on the job board indefinitely. Entering a number here causes the jobs to switch to ‘Expired’ status once the current date is the specified number of days past the Date Posted field on the position.