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Copy Reference from Employment Record - Activation Guide

Audience: Jobtrain internal
Feature: copy reference details from employment
Site: candidate site, client site
System area/jtbd: Candidate apply
User type: Jobtrain internal

What you'll achieve

Enable the Copy from Employment feature and configure the References section so employment details can be reused within the application form.

I want to:

  • Enable the Copy from Employment feature for a client
  • Configure reference fields to support copying
  • Enable reference date fields if required
Enable the feature
  1. Go to ATS Control > Client > Client Configuration
  2. Select Add new
  3. Enter the following:
    1. Name: config-reference-copy-from-employment
    2. Value: true
  4. Save

 

Enable reference date fields

Two new standard fields are available in the References section:

  • Date From
  • Date To

 

These fields are optional and do not need to be enabled for the feature to work but enabling them helps keep reference information consistent and makes it easier to check against employment history.

 

Important Confirm with the client which application forms should include these fields. The client can enable these themselves, or you can apply the changes with their agreement.

 

  1. Go to Settings > Application Forms > Application Form Builder
  2. Open the relevant application form(s)
  3. Open the References section
  4. Enable Date From and Date To as required
  5. Save

 

Review reference field setup

 

Data is only copied where matching fields are enabled in both the Employment and References sections.

  1. Go to Settings > Application Forms > Application Form Builder
  2. Open the relevant application form(s)
  3. Open the References section
  4. Review which fields are enabled

 

Important  Confirm with the client which fields should be available. For existing clients, do not update application forms directly - advise them to review and enable relevant fields in the Application Form Builder.

 

Fields available for copying

  • Employer
  • Address
  • City/Town
  • County
  • Country
  • Postcode
  • Contact Person
  • Email Address
  • Phone
  • Fax
  • Date From
  • Date To

 

Test before handover

Before confirming activation to the client, complete a quick check:

  1. Create or use a test candidate with employment history
  2. Open an application and go to the References section
  3. Select Add and confirm Copy from Employment is available
  4. Select an employment record

 

Confirm:

  • Reference fields are populated based on what is enabled in the Application Form Builder
  • Only fields enabled in the References section are copied
  • Values can be edited before saving

 

What to expect
  • Copy from Employment is available when adding a reference in the application form
  • Candidates can select an employment record to populate reference details
  • Recruiters can use the same functionality when adding or editing candidate applications from the client site
  • Copied values can be edited before saving
  • No ongoing link is maintained after copying

 

Support activation checklist
  • Feature enabled in ATS Control
  • Reference fields reviewed with the client in Application Form Builder
  • Date From and Date To enabled if agreed with the client
  • Feature tested before client handover