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    ROLES

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    PROFILES

    PROFILE LICENCE

    Customer Hiring Manger Salesforce

    Custom Interviewer Salesforce Platform

    Custom Recruiter Salesforce Platform

    USERS

    FULL

     NAME

    ROLE ACTIVE PROFILE

    Cynthiya

    Capobianco

    CEO Y Custom Recruiter

    Andrew

    Goldberg

    VP Development Y Custom Recruiter

    Phil Katz Recruiting Manager Y Custom Hiring Manager

    Craiq

    Kingman

    SW Engineer Y Custom Interviewer

    Melissa Lee SW Engineer Y Custom Interviewer

    Frank

    Linstrom

    Director Product

    Management

    Y Custom Hiring Manager

    Amy Lojack Product Manager Y Custom Hiring Manager

    Andy

    Macrola

    Product Manager Y Standard User

    Mario Ruiz Recruiter Y Custom Recruiter

    Megan

    Smith

    VP Human

    Resource

    Y Custom Recruiter

    Ben Stuart SW Dev Manager Y Custom Hiring Manager

    Tom Zales SW Engineer Y Custom Interviewer

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    CUSTOM OBJECTS

    OBJECT LABEL MASTER OBJECT

    Candidate

    Candidate Snapshot

    Interviewer Position

    Job Application

    Job Posting Job Posting Site, PositionJob Posting Site

    Offer

    Position

    Position Approval Matrix

    Position Programming Language Position, Programming Language

    Programming Language

    Review Job Application

    SalaryZip Code

    Candidate

    Standard F ield

    FIELD LABEL FIELD NAME DATATYPE FORMATCandidate Number Name Auto Number C-{0000}

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    Custom F ield and Relationships

    FIELD LABEL API NAME DATATYPE REQUIR 

    EDBatch Load Item Batch_Load_Item__c CheckBox

    City City__c Text(30)

    Country Country__c Text(30)

    Current Employer Current_Employer__c Text(30)

    Currently_Employer? Currently_Employed__c Checkbox

    Drivers Licence

     Number

    Drivers_License_Number__ 

    c

    Text(30)

    Education Education__c Picklist(Multi-

    select)

    -GE/HS Diploma

    -BA/BS

    -MA/MS/MBA-MD

    -JD

    -PhD

    -Post Doc

    Email Email__c Email

    Fax Fax__c Phone

    Gender Gender__c Picklist

    -Male

    -Female

    First Name First_Name__c Text(30)

    Last Name Last_Name__c Text(30)Legacy Candidate

     Number

    Legacy_Candidate_Number 

     __c

    Text(20)(External

    ID)

    Mobile Mobile__c Phone

    Phone Phone__c Phone

    Picture ID Picture_ID__c Text(18)

    Picture Link Picture_Link__c Formula(Text)

    Picture URL Picture_URL__c Formula(Text)

    Social Security

     Number

    Social_Security_Number__c Text(Encrypted)(12)

    State/Province State_Province__c Text(30)Street Address 1 Street_Address_1__c Text(30)

    Street Address 2 Street_Address_2__c Text(30)

    Tags Tags__c Text(255)

    US Citizen US_Citizen__c Checkbox

    Visa Required Visa_Required__c Checkbox

    Years of Experience Years_of_Experience__C Number(2,0)

    Zip/Postal Code Zip_Postal_Code Text(20)

    Formulae

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    FIELD LABEL FORMULAPicture Link IF( LEN( Picture_ID__c ) 0,

    HYPERLINK("/servlet/servlet.FileDownload?file=" &

    Picture_ID__c , "Candidate Picture"), "")

    Picture URL IF( LEN(Picture_ID__c ) 0, "/servlet/servlet.FileDownload?file="

    & Picture_ID__c , "")

    Vali dation Rules

    1 Rule Name Valid_SSN_Format

    Error

    Condition

    Formula

     NOT(OR(LEN ( Social_Security_Number__c ) = 0,REGEX(

    Social_Security_Number__c , "[0-9]{3}-[0-9]{2}-[0-9]{4}")))

    Error Message SSN must be in this format: 999-99-9999.

    Error Location Social Security NumberDescription Validates that a custom text field called SSN is formatted in 999-99-

    9999 number format (if it is not blank).

    2 Rule Name Zip_code_must_be_Valid_US_Postal_Code

    Error

    Condition

    Formula

    AND(OR( Country__c = "USA", Country__c = "US"), NOT(REGEX(

    Zip_Postal_Code__c , "\\d{5}(-\\d{4})?")))

    Error Message Zip code must be in 99999 or 99999-9999 format.

    Error Location Zip/Postal Code

    Description Validates that the candidate Zip/Postal Code is in 99999 or 99999-9999format if Country is USA or US.

    Candidate Snapshot (REPORT)

    Standard F ield

    FIELD LABEL FIELD NAME DATATYPE FORMATCandidate Snapshot

     Number

     Name Auto Number SNAP-{0000}

    Custom F ield and Relationships

    FIELD LABEL API NAME DATATYPE REQUIR 

    EDCandidate Full Name Candidate_Full_Name__c Text(80)

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    Department Department__c Text(80)

    Stage Stage__c Text(80)

    Status Status__c Text(80)

    Interviewer

    Standard F ield

    FIELD LABEL FIELD NAME DATATYPE FORMATInterviewer Number Name Auto Number INT-{0000}

    Custom F ield and Relationships

    FIELD LABEL API NAME DATATYPE REQUIR 

    EDEmployee Employee__c Lookup(User)

    Legacy Interviewer

     Number

    Legacy_Interviewer_Number 

     __c

    Text(20)

    Position Position__c Master-Detail(Postion) Required

    Role Role__c Picklist

    -General-Functional

    -Technical

    -Managerial

    Job Application

    Standard F ield

    FIELD LABEL FIELD NAME DATATYPE FORMATJob Application

     Name

     Name Auto Number APP-{0000}

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    Custom F ield and Relationships

    FIELD LABEL API NAME DATATYPE REQUIR 

    EDAverage Review

    Score

    Average_Review_Score__c Formula(Number)

    Candidate Candidate__c Lookup(Candidate)

    Competency

    Rating

    Competency_Rating__c Formula(Text)

    Email Email__c Email

    Legacy

    Application

     Number

    Legacy_Application_Number 

     __c

    Text(20)

     Name Name__c Formula(Text)

     Number of Job

    Applications

     Number_of_Job_Application

    s__c

    Formula(Number)

    Phone Phone__c Formula(Text)

    Position Position__c Lookup(Position)

    Rating Rating__c Formula(Text)

    Stage Stage__c Picklist

    -New

    -Phone Screen

    -Schedule Interview

    -Interviews Completed

    Status Status__c Picklist

    -Open

    -In Approval-Approved

    -Hold

    -Closed

    Total Reviews Total_Reviews__c Roll-up

    Summary(COUNT

    Review)

    Total Review

    Score

    Total_Review_Score__c Roll-up Summary(SUM

    Review)

    Formulae

    FIELD LABEL FORMULACompetency Rating F( Average_Review_Score__c < 3, "Not Qualified", IF(

    Average_Review_Score__c

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     Number of Job

    Applications

    1

    Phone Candidate__r.Phone.c

    Rating IF( Average_Review_Score__c >= 3.5,

    IMAGE("/img/samples/light_green.gif", "Green") ,

    IF(Average_Review_Score__c >= 2.5,IMAGE("/img/samples/light_yellow.gif", "Yellow") ,

    IMAGE("/img/samples/light_red.gif", "Red") ) )

    Vali dation Rules

    1 Rule Name No_New_Deleted_Reviews_for_Approved_Apps

    Error

    Condition

    Formula

    AND( ISPICKVAL( Status__c , "Approved") , ISCHANGED(

    Total_Reviews__c ))

    Error Message Once a Job Application is approved, there can be no change to the

    number of Reviews.

    Error Location Top of Page

    Description Once a Job Application is approved, there can be no new Reviews.

    Likewise, no Reviews can be deleted.

    Job Posting

    Standard F ield

    FIELD LABEL FIELD NAME DATATYPE FORMATJob Posting Number Name Auto Number JOBPOST-{0000}

    Custom F ield and Relationships

    FIELD LABEL API NAME DATATYPE REQUIR 

    EDJob Posting Site Job_Posting_Site__c Master Detail(Job Posting

    Site)

    Position Postiion__c Master Detail(Postion)

    Job Posting Site

    Standard F ield

    FIELD LABEL FIELD NAME DATATYPE FORMAT

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    Job Posting Site

     Number

     Name Auto Number JOBSITE-{0000}

    Custom F ield and Relationships

    FIELD LABEL API NAME DATATYPE REQUIR 

    EDDescription Description__c Text Area(255)

    Job Site Name Job_Site_Name__c Text(80)

    Status Status__c Picklist

    -Active

    -Inactive

    Technical Site Technical_Site__c Checkbox

    Offer

    Standard F ield

    FIELD LABEL FIELD NAME DATATYPE FORMATOffer Number Name Auto Number OFF-{0000}

    Custom F ield and Relationships

    FIELD LABEL API NAME DATATYPE REQUIR 

    EDActual Salary Actual_Salary__c Currency

    (8,0)

    Required

    Additional

    Instructions

    Addition_Instructions__c Long Text

    Bonus Percentage Bonus_Percentage__c Percent(3,0)

    Candidate_Name Candidate_Name__c Formula(Text)

    Job Application Job_Application__c Lookup(Job

    Application)

     Number of Offers Number_of_Offers__c Formula(Number)

    Offer Date Offer_Date__c Date Required

    Offer Expiration

    Date

    Offer_Expiration_Date__c Date Required

    Postion Name Position_Name__c Formula(Text)Status Status__c Picklist Required

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    -Sent

    -Recieved

    -Accepted

    -Declined

    Stock Options Stock_Options Number(7,0)

    Formulae

    FIELD LABEL FORMULA Number of Offers 1

    Position Name Job_Application__r.Position__r.Name

    Position

    Standard F ield

    FIELD LABEL FIELD NAME DATATYPE FORMAT

    Title Name Text

    Custom F ield and Relationships

    FIELD LABEL API NAME DATATYPE REQUIR 

    EDApprover#1 Approver_1__c Lookup(User)

    Approver#2 Approver_2__c Lookup(User)

    Approver#3 Approver_3__c Lookup(User)

    Date Closed Date_Closed__c DateTimeDate Opened Date_Opened__c DateTime

    Days Opened Days_Opened__c Formula(Number)

    Department Department__c Picklist

     Record Type: Non-

    Technical Position

    -Finance

    -Support

    -Sales

     Record Type: 

    Technical Position

    -

    Engineering

    -IT

    Duration Duration__c Number(3,0)Education Education__c Long Text Area(32000)

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    Hello Hello__c Text(10)

    Hiring Manager Hiring_Manager_ 

     _c

    Lookup(User)

    Job Description Job_Description_ 

     _c

    Text Area(255)

    Legacy Position Number

    Legacy_Postion_  Number__c

    Text(20)(External ID)

    Location Location__c Picklist

    -San Francisco, CA

    -New York, NY

    -Atlanta, GA

    -London, England

    Max Pay Max_Pay__c Currency(7,0)

    Min Pay Min_Pay__c Currency(7,0)

     Number of

    Interviewers

     Number_of_Inter 

    viewers__c

    Roll-up Summary(COUNT

    Interviewers)

     Number of

    Positions

     Number_of_Posit

    ions__c

    Formula(Number)

    Operating Systems Operating_Syste

    ms__c

    Picklist(Multi-select)

    -Windows

    -Mac

    -Linux

    Pay Grade Pay_Grade__c Picklist

     Department   Value

    Finance ACT-100

    ACT-200

    ACT-300ACT-400

    Support S-100

    S-200

    S-300

    S-400

    Sales C-100

    C-200

    C-300

    C-400

    Engineering ENG-100ENG-200

    ENG-300

    ENG-400

    IT IT-100

    IT-200

    IT-300

    IT-400

    Programming

    Languages

    Programming_La

    nguages__c

    Picklist(Multi-select)

    -COBOL

    -FORTRAN

    -.NET-Java

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    -PHP

    -Perl

    -Python

    Responsibilities Responsibilities_ 

     _c

    Long Text Area(32000)

    Skills Required Skills_Required_  _c

    Long Text Area(32000)

    Start Date Start_Date__c Date

    Status Status__c Picklist

    -New

    -Open

    -Closed

    Sub Status Sub_Status__c Picklist

    Status Value

    Open Pending

    Approved

    Closed Not Approved

    Filled

    Cancelled

    Type Type__c Picklist

    -Full Time

    -Part Time

    -Temporary

    Formulae

    FIELD LABEL FORMULADays Opened IF( ISPICKVAL( Status__c , "Open") , ROUND( NOW() -

    Date_Opened__c , 0), ROUND( Date_Closed__c - Date_Opened__c

    ,0) )

     Number of Positions 1

    Vali dation Rules

    1 Rule Name Every_Position_Must_Have_a_Hiring_MgrError

    Condition

    Formula

    LEN( Hiring_Manager__c ) = 0

    Error Message Every Position must have a Hiring Manager

    Error Location Hiring Manager

    Description Every position record must have a hiring manager.

    2 Rule Name Filled_Positions_Need_Valid_Start_Date

    Error

    ConditionFormula

    AND(ISPICKVAL( Status__c , "Closed") , ISPICKVAL(

    Sub_Status__c , "Filled") , OR(ISNULL( Start_Date__c ),Start_Date__c < DATEVALUE( Date_Closed__c )))

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    Error Message Filled positions must have a valid Start Date (date cannot be before the

    date the position was closed).

    Error Location Start Date

    Description Filled positions need a Start Date that is not null and does not occur

     prior to the fill date for the position.

    3. Rule Name Temp_Position_Validation

    Error

    Condition

    Formula

    AND( ISPICKVAL( Type__c , "Temp") , OR(NULLVALUE(

    Duration__c , 0) 365) )

    Error Message Temporary positions require a value for Duration between 1 and 365

    days.

    Error Location Duration

    Description Temporary positions require a value for Duration between 1 and 365

    days.

    Position Approval Matrix

    Standard F ield

    FIELD LABEL FIELD NAME DATATYPE FORMAT

    Routing ID Name Auto Number RoutingID-{0000}

    Custom F ield and Relationships

    FIELD LABEL API NAME DATATYPE REQUIR 

    EDApprover#1 Approver_1__c Lookup(User)

    Approver#2 Approver_2__c Lookup(User)Approver#3 Approver_3__c Lookup(User)

    Department Department__c Picklist

    -Engineering

    -IT

    -Finance

    -Support

    -Sales

    Priority Priority__c Picklist

    -Critical

    -High

    -Medium-Low

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    Routing Key Routing_Key__c Text(200)

    Position Programmimg Language

    Standard F ield

    FIELD LABEL FIELD NAME DATATYPE FORMATPosition

    Programming

    Language Number

     Name Auto Number PPL-{0000}

    Custom F ield and Relationships

    FIELD LABEL API NAME DATATYPE REQUIR 

    EDLanguage Name Language_Name__c Formula(Text)

    Position Position__c Master-Detail(Position) Required

    ProgrammingLanguage

    Programming_Language__c Master-Detail(Programming

    Language)

    Required

    Formulae

    FIELD LABEL FORMULALanguage Name Programming_Language__r.Language_Name__c

    Programming Language

    Standard F ield

    FIELD LABEL FIELD NAME DATATYPE FORMATProgramming

    Language Number

     Name Auto Number PROGLANG-

    {0000}

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    Custom F ield and Relationships

    FIELD LABEL API NAME DATATYPE REQUIR 

    EDDescription Description__c Text Area(255)

    Language Name Language_Name__c Text(80)

    Status Status__c Picklist

    -Active

    -Inactive

    Review

    Standard F ield

    FIELD LABEL FIELD NAME DATATYPE FORMATReview Number Name Auto Number REV-{0000}

    Custom F ield and Relationships

    FIELD LABEL API NAME DATATYPE REQUIR 

    EDAlternate Position Alternate_Position__c Text Area(255)

    Candidate Name Candidate_name__c Formula(Text)

    Cultural

    Comments

    Cultural_Comments__c Text Area(255)

    Cultural Fit Cultural_Fit__c Number(1,0)

    Experience Experience__c Number(1,0)

    Experience

    Comments

    Experience_Comments__c Text Area(255)

    Interviewer Interviewer__c Lookup(Interviewer)

    Interviewer Name Interviewer_Name__c Formula(Text)

    Job Application Job_Application__c Master-Detail(Job

    Application)

    Required

    Leadership

    Comments

    Leadership_Comments__c Text Area(255)

    Leadership Skills Leadership_Skills__c Number(1,0)

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    Legacy Review

     Number

    Legacy_Review_Number__c Text(20)(External ID)

    Overall Score Overall_Score__c Formula(Number)

    Position Name Position_Name__c Formula(Text)

    Reason

    Recommended

    Reason_Recommended__c Text Area(255)

    Recommend for

    Hire

    Recommend_for_Hire__c Checkbox

    Review Completed Review_Completed__c Checkbox

    Formulae

    FIELD LABEL FORMULACandidate Name Job_Application__r.Candidate__r.First_Name__c & " " &

    Job_Application__r.Candidate__r.Last_Name__cInterviewer Name Interviewer__r.Employee__r.FirstName & " " &

    Interviewer__r.Employee__r.LastName

    Overall Score ( Cultural_Fit__c + Experience__c + Leadership_Skills__c + IF(

    Recommend_for_Hire__c , 5, 1) ) / 4

    Position Name Job_Application__r.Position__r.Name

    Vali dation Rules

    1 Rule Name Low_Cultural_Fit_Score_Reqs_Explanation

    Error

    Condition

    Formula

    AND( Cultural_Fit__c

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    Salary

    Standard F ield

    FIELD LABEL FIELD NAME DATATYPE FORMATSalary number Name Auto Number PAY-{0000}

    Custom F ield and Relationships

    FIELD LABEL API NAME DATATYPE REQUIR ED

    Actual Pay Actual_Pay__c Currency(8,0)

    Max Pay Max_pay__c Currency(8,0)

    Min Pay Min_pay__c Currency(8,0)

    Position Position__c Lookup(Position)

    Zip Code

    Standard F ield

    FIELD LABEL FIELD NAME DATATYPE FORMAT

    Zip Code Name Text Required

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    Custom F ield and Relationships

    FIELD LABEL API NAME DATATYPE REQUIR 

    EDCity City__c Text(80)

    State State__c Text(2)