Set up custom metadata

Custom metadata is used to enable flexible mapping between the labels used to describe data and the underlying data values used by your Candidate Experience portal. To simplify configuration key metadata values can be set on the Candidate Portal Configure page, with additional values accessible through Setup.

To set key metadata values:

  1. Go to App Launcher > Candidate Portal Configure.

  2. Select Edit.

  3. On the Candidate Portal Configure page complete the fields as follows:

    Field What to enter
    Select experience site Select the picklist and choose the site you want to configure.
    Organization name Enter the name for your organization you want to use on email templates for emails sent to candidates.
    Response email address Select the picklist and choose the org wide email address to use on response emails.
    Candidate portal confirm email link Select the picklist and choose Candidate Portal new member welcome email
    Application submitted email template Select the picklist and choose Candidate Portal application submitted email
    Application rejected email template Select the picklist and choose Candidate Portal rejection email
    Immediate job alert email template

    Select the picklist and choose Candidate job alert immediate
    Job alert created email template Select the picklist and choose Candidate job alert confirmation
    Regular job alert email template Select the picklist and choose Candidate job alert regular
    Job alert sender email address Select the picklist and choose the org wide email address to use on job alert emails.

     

To access all metadata:

  1. Go to Setup > Custom Code > Custom Metadata Types.

  2. Select Manage Records for the metadata type you want to edit:

    Label Contains
    Candidate Portal Job Alert Settings

    • Job alert email template IDs

    • Labels for job alert frequencies

    • The maximum number of vacancies displayed in an alert

    • The sending address for job alert emails

    • A job alert encryption key
    CandidatePortalCommunity

    • The name of your organization as you want it to appear to external users. Typically used in signatures on emails to candidates.

    • The sending address for internal advice emails and candidate acknowledgements.

    • Email template IDs for the login email verification link email, application submitted email, and rejection email.

    • Default language and locale for portal
    CandidatePortalIcon

    Icons displayed to represent vacancy fields. Defaults are standard Salesforce icons:

    • Location

      Default: utility:checkin

    • Employment type

      Default: utility:user_role

    • Salary

      Default: utility:moneybag

    • Benefits

      Defuult: utility:side_list
    CandidatePortalSalaryFilterValue

    Values to be displayed for each of eight salary filters:

    • Minimum value

      For example 50,000

    • Maximum value

      For example 60,000

    • Label to be displayed, complete with currency symbols if required.

      For example $50,000 - $60,000

    • The order in which to display the filter

  3. On the view page for the type, select Edit for the item you want.

    Sage People displays the edit page for the item.

  4. Make the changes you want and select Save.