Hands-on: Setup Menu

What we will cover

• Access to Setup• Codes• Memos• Forms• Permissions• Settings• And more!

Access to Setup

• Which Administrators have access to Setup?– Administrators who have a Supervisor Access

Level– Recommended only 2-3 Supervisors per site

The Full Setup Menu

• With Setup you can:– Add, rename and remove

code values– Add page instructions– Customize menu names– Turn on/off field view and

edit rights to specific users– Modify universal system

settings– Add new fields– Add and modify Document

Categories

Codes

• What is a code? A code is a value in a field where a user can select one or more options from.

• Examples:– State– Country– Classification– Majors– Job Category– Position Type

Memos

• What are Memos?– Memos are sections within profiles for all user

types where an admin can modify the text on the page.

Forms

• What can you do with Forms under Setup?– Rename a field– Require a field– Add a validation to a field and a validation

message– Add a help tip to a field

Permissions

• What can we do here?– Manage visibility of Menu

items– Modify viewing and

editing of fields and forms by roles

– Change the look of the search criteria and search results pages

– Modify access to Activity

Settings

• Go to Settings to modify global system changes that modify your site.– Note: if your site is on the Enterprise edition these

settings will apply to all collages connected in your site.

– Examples:• Update your Social Media Links• Change the default on your Jobs Expiration Date• Change the default on past Jobs, Events & Schedules• Session Timeouts for each user type• Change the Color Theme for Students

Templates

• You have the ability to customize the cover pages of document packets as well as System Event emails (Automatic Emails)

• Note: System Event Emails send as plain text emails – Don’t worry about customizing HTML

characteristics of the email.

Schedule Templates

• Timeline Templates– When creating a new interview schedule, a timeline

template can be selected to automatically populate the timeline section with predetermined sign-up methods and corresponding dates, based on the interview date.

• Timeslot Templates– When creating a new session you can import a

timeslot template to automatically populate the interview session with timeslots.

– For example: 8am, 9am, 10 am, 11am, 1pm, 2pm, 3pm, 4pm

Document Categories

• Create additional document categories• Determine who can upload, update and

remove which documents• Set up automatic forwarding of

documents• Default ALLOW categories for jobs,

schedules and events• Control templates used for the Resume

Creator

Default Sorts

• Allows you to set the default sort of various pages containing lists for different users– For example: you can default the job list

students see by Post Date in a descending order so the newest jobs appear at the top

Custom Fields

• If you have the need to ask a new question or gather more information from users, create a custom field:– Code– Text– Date– Yes/No– Number

Localization

• Here you can rename some of the section headers, “I want to…” links, and tabs throughout the site.– Job Search tab for students– Report a Hire– Placement Activity tab

What we covered

• Access to Setup• Codes• Memos• Forms• Permissions• Settings• And more!