When you encode a lot of candidates with different types of documents requested, you sometimes needs to speed up process with presets
What is a preset ?
A preset is a predefined group of requested documents and policies.
Create your first preset
- Go to "Settings > Presets" via the top menu bar then on the "Add" button (You need the Preset Management right)
- Fill in the Name and reference (Reference is used by the Candidate Import feature)
- If needed, select one or more requested document types and set them as mandatory or optional
- If needed, select one or more forms to complete (and to sign)
- When ready, click on Save
Use your presets
- To use a preset, go to a new Candidate form (ex: click on Create from the top menu bar)
- Fill in the candidate details & account
- From the Preset block, choose a preset and click "Apply"
- Voilà! All the document types are added to this candidate based on your preset. You can still add more documents or remove some of the presets
- (Don't forget to submit your form)
About internal presets
Sometimes you want to use special presets only during a candidate import or via Integration (ex: API), but don’t want to show this preset to your staff. Use this “Internal Only” property to hide presets from the list. You’ll still be able to adapt this preset content.
