EP

SFD
M
R
C

PVSOFT
Details Design-v0.1

Spec ID SFDC-20 Created Date4/13/2020

Recruitment
Spec Name Management Created By Phuong Nguyen
System
Sys ID PVS-RS20 Updated Dat4/13/2020
Recruitment
Sys Name Management Updated By Phuong Nguyen
System
Sheet na Updat History Created 4/13/2020 Updated 4/13/2020
System Recruitment Management SysCreated Phuong Nguyen UpdatedPhuong Nguyen

No. Date Updated by Place Contents

1 ### Phuong All Create new document
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
Sheet n Table of Cotents Created 4/13/2020 Updated 4/13/2020
System Recruitment ManagemeCreated Phuong Nguyen UpdatedPhuong Nguyen

No. Sheet Name Description

1 App Setting Details design about application setting values
2 Object Setting Describe object & field setting values
3 Record Type&PageDescribe record type, page layout setting values
4 Search Result LayoDescribe search result layout setting values
5 Validation Setting Describe validation rule setting values
6 Workflow Setting Describe workflow setting values on objects
7 Owner AssignmentDescribe owner assignment rule setting values
8 Approval Process SDescribe approval process setting values on objects
9 Email Template SeDescribe email template setting values
10 Profile Setting Describe profile setting values
11 Role&User Setting Describe Role and User setting values
12 Public Group Setti Describe public group setting values
13
14
15
16
17
18
19
20
Sheet n App Setting Created 4/13/2020 Updated 4/13/2020
System Recruitment ManagemeCreated Phuong Nguyen UpdatedPhuong Nguyen

Create new custom appl

No. Items Setting Input value Remark
1 App Name Recruitment Management -
2 Developer Name RecruitmentManagement -
3 Description Application for managing job information -
4 Available Items Home(Default), Position, Candidate, Job Application, Review, Report, Dashboard-
5 Available Profiles System administrator, Recruiter, Hiring Manager, Interviewer -
6
Remark
Sheet na Objects Setting Created 4/13/2020 Updated 4/13/2020
System n Recruitment ManagemeCreated Phuong Nguyen UpdatedPhuong Nguyen

Custom junction object

Lookup Lookup
N N
３． Job ２． Candidate
１． Position 1 Application 1

N Master-Details

４． Review

Objects
No. Label API Name Description ①②③④⑤⑥ ⑦⑧⑨⑩ Remark
1 Position Position__c Data will be saved on this obj ☑ ☑☑☑☑ ◉☑ ☑
2 Candidate Candidate__c Personal information of candid☑ ☑ ☑ ☑ ☑ ☑ ◉☑ ☑
3 Job Application JobApplication__c This is conjuntion object bet ☑ ☑☑☑☑ ◉ ☑ ☑ Cadidate is able to applied to mult
4 Review Review__c Evaluation comment about the☑ ☑☑☑☑ ◉☑ ☑
6
※Explanation
[Optional Features]: ①Report pe②Allow Activities ③Track Field History ④Allow in Chatter Groups
[Object Classification]: ⑤Allow Sha⑥Allow Bulk API Access ⑦Allow Streaming API Access
[Deployment Status]: ⑧Deployed
[Search Status]: ⑨Allow Search
[Object Creation Options ⑩Add Notes and Attachments related list to default page layout

1.Position
No. Field Label Field Name Field Type Input value Remark
1 Responsibilities Responsibilities__ Text Area (Long)(32000) Visible Lines:３
2 Skill Required SkillRequired__c Text Area (Long)(32000) Visible Lines:３
3 Educational Requi EducationalRequir Text Area (Long)(32000) Visible Lines:３
4 Min Year Pay MinYearPay__c Currency(7) Decimal Places:２
5 Max Year Pay MaxYearPay__c Currency(7) Decimal Places:２
6 Application Period ApplicationPeriodSDate
7 Application Period ApplicationPeriod Date
8 Status Status__c Picklist ・Values:[Unapproved], [Waiting
for Approval], [Approved],
[Disapproval], [Done]
・Default value:[Unapproved]
9 Employment StatuEmploymentStatusPicklist ・Values:[Full-time], [Partime],
[Contract], [Internship]
・Default value:[None]
・Required:True
10 Occupation Occupation__c Picklist ・Values:[Finance], [Human These values of fields need to be
Resources], [Information setting based on record type.
Technology], [Warehousing Would you please take a look at
business], [Retail trade], [Other] [Record Type&Page Layout
・Default value:[None] Setting] sheet to match this
・Required:True requirements

11 Job Type JobType__c Picklist ・Values: This picklist is dependence picklist

★Finance
FN-300
FN-400
★Human Resources
12 Programming Lan ProgrammingLangPicklist (Multi-Select) ・Values:JavaScript, Python, Java,-PHP, C#, C++, TypeScript, Shell,
13

2.Cadidate
No. Field Label Field Name Field Type Input value Remark
1 Last Name LastName__c Text(50)
2 First Name FirstName__c Text(50)
3 Mobile Phone MobilePhone__c Phone
4 Phone Phone__c Phone
5 Fax Fax__c Phone
6 Email Email__c Email
7 Address Address__c Text(255)
8 Postcode PostCode__c Text(15)
9 Country Country__c Text(50)
10 Current Employer CurrentEmployer_Text(50)
11 Years of ExperiencYearsOfExperienceNumber(2, 1)
12 Secure Social NumSecureSocialNumbText(9)
13 Education CertificaEducationCertifica Picklist ・Values:[High Shool Graduation], [Bachelor's Degree], [PhD Qualific
14 Currently EmployeCurrentlyEmploye Checkbox Default values:False
15
16

3.Job Application
No. Field Label Field Name Field Type Input value Remark
1 Cadidate Candidate__c Lookup Relationship Create a lookup relationship to Ca
2 Position Position__c Lookup Relationship Create a Lookup Relationship to Po
3 Cover Letter CoverLetter__c Text Area (Long)(32000)
4 Status Status__c Picklist ・Values:[Standby], [Considering
resume], [Contacted to
5 Total Score of RevTotalScoreOfRevi Roll-Up Summary (SUM) interviewee], [Scheduled
interview date],[Considering
6 Total Number of RTotalNumberOfRevRoll-Up Summary (COUNT)

7 Average Score of AverageScoreOfReFormula TotalScoreOfReviews__c / TotalN

4.Review
No. Field Label Field Name Field Type Input value Remark
1 Assessment Assessment__c Text Area (Long)(32000) Visible Lines:6
2 Score Score__c ・Length:2
・Required:True
Number
3 Job Application JobApplication__c Master-Detail Relationship
 Remark

te is able to applied to mult

n Chatter Groups

Remark
values of fields need to be
based on record type.
you please take a look at
d Type&Page Layout
] sheet to match this
ments

cklist is dependence picklist

Remark

Remark
a lookup relationship to Ca
a Lookup Relationship to Po

Remark
Sheet n Record Type&Page Layo
Created 4/13/2020 Updated 4/13/2020
System Recruitment ManagemeCreated Phuong Nguyen UpdatedPhuong Nguyen

1.Record Type
No. Name API Name Description Applied Profiles Page Layout Remark
1 IT IT IT Page Layout
RT for positions in job information r System Administrator, Rec -
2 Non-IT Non_IT RT for positions other than informat Same as above Non-IT Page Layou-
3

2.Picklist values match to record type

No. Field Type Field Name Record Type Value Remark
1 Picklist Occupation IT Information Technology -
2 Non-IT Finance, Human Resources, Warehou
-
3

3.Page Layout
No. Page Layout Name Remark
1 IT Page Layout Please confirm the table below to arrange the items position in the corresponding layout
2 Non-IT Page Layout Please confirm the table below to arrange the items position in the corresponding layout
3

IT Page Layout Non-IT Page Layout

1.Position details page
・[Basic Information]Section ・[Basic Information]Section
Responsibilities Employment Status Responsibilities Employment Status
Skill Required Educational Requirments Skill Required Educational Requirments
Min Year Pay Max Year Pay Min Year Pay Max Year Pay
Job Type Occupation Job Type Occupation
・[Application Period]Section ・[Application Period]Section
Application Period Start Application Period End Date Application Period Start Date Application Period End Date
・[Professional skills]Section ・[Professional skills]Section
Programming language Programming language
・[Internal Management]Section ・[Internal Management]Section
Status Status
・Related list ・Related list
・Activities ・Activities
・Notes & Attachments ・Notes & Attachments
・Approval History ・Approval History
2.Cadidate details page
・[Personal Information]Section
Last Name First Name
Secure Social Number
・[Contact Information]Section
Mobile Phone Phone Number
Fax Email
Address Postcode
Country
・[Work Situation]Section
Current Employer Currently Employed
Years of Experience
・[Skills]Section
Educational qualification
・Related list
・Activities
・Notes & Attachments
3.Job Application details page
・[Basic Information]Section
Cadidate Position
Cover Letter Status
・[Assessment]Section
Total Score
Total Reviews Number
Average Score
・Related list
・Activities
・Notes & Attachments
4.Review details page
Assessment Score
Job Application
・Related list
・Activities
・Notes & Attachments
 Remark

Remark
Sheet n Search Result Layout SCreated 4/13/2020 Updated 4/13/2020
System Recruitment ManagemeCreated Phuong Nguyen UpdatedPhuong Nguyen

1.Position
No. Layout Type Columns Displayed Remark
1 Search Results PositionName, Responsibilities, Status, Last Modified By -
2 [Position]Tab Application Period Start Date, Application Period End Date, Status, Create-
3

2.Cadidate
No. Layout Type Columns Displayed Remark
1 Search Results CadidateName, Last Name, First Name, Email, Address, Last Modified By
2 [Cadidate]Tab Last Name, First Name, Email, Address, Created By, Last Modified By
3

3.Job Application
No. Layout Type Columns Displayed Remark
1 Search Results Job ApplicationName, Cadidate, Position, Cover Letter, Status, Average Score, Last Modified By
2 [Cadidate]Tab Cadidate, Position, Cover Letter, Status, Created By, Average Score, Last Modified By
3

4.Review
No. Layout Type Columns Displayed Remark
1 Search Results ReviewName, Assessment, Score, Last Modified By
2 [Cadidate]Tab Assessment, Score, Created By, Last Modified By
3
Remark

Remark

Remark

Remark
Sheet n Validation Setting Created 4/13/2020 Updated 4/13/2020
System Recruitment ManagemeCreated Phuong Nguyen UpdatedPhuong Nguyen

1.Position
No. Rule Name Explanation Rule Description Error Message Error Display Location Remark
1 MaxYearPayChec Show error messa
Show error message if Max The
Y entered va Below [Max Year Pay] f
2 kInputRule
MinYearPayCheck Show error messa
Show error message if Min YThe entered va
Below [Min Year Pay] fi
3 InputRule

2．Review
No. Rule Name Explanation Rule Description Error Message Error Display Location Remark
1 ScoreRangeChec Only allow inpu Only allow input of numbersEnter only nu Below [Score] field
2 kInputRule
Remark

Remark
Sheet n Workflow Setting Created 4/13/2020 Updated4/13/2020
System Recruitment ManagemeCreated Phuong Nguyen UpdatedPhuong Nguyen

1.Email alert
No. Description Unique Name Object Email Template
Email RecipientAdditional EmailFrom email address
1 PositionApproved PositionApproved
Position Please refer t Position owneNone Current Email
2 NotificationEmail
Alert
Time-
2.Workflow rules
Dependent
No. Object Rule Name Description Evaluation CriteriaRule Criteria
Immediate Workflow Actions
Workflow
1 Position Approved notificApproved notificatiSelect [create[Status] field Email Alert : Pos None
Actions
2
3
Sheet nOwner Assignment SeCreated4/13/2020 [User]William
Updated 4/13/2020
s.Davis@pvso
System Recruitment Manage CreatedPhuong Nguyen UpdatedPhuong Nguyen
ft.com
Smith.Jones@
pvsoft.com
1.New Field Update (Recruiter
No. Name Unique Name Description Field to Updateprofile)
Owner
1 Update Job UpdateJobApp Update Job AppliOwner
2 Application
Owner

Time-
2.Workflow Rule
Dependence
No. Object Rule Name DescriptionEvaluation Criteria
Rule Criteria
Immediate Workflow Actions
Workflow
1 Job Application Rule for assignRule for assignin Select [Crea [JobApplicatiUpdate Job AppliNone
Actions
2
3
Sheet n Approval Process Setti Created 4/13/2020 Updated4/13/2020
System Recruitment ManagemeCreated Phuong Nguyen UpdatedPhuong Nguyen

1.Approval Process of Max Year Pay field on Position

Steps Fields Setting Values Setting Remark
Process Name
1.Process De Approval process for highest annual salary on a position -
Unique Name HighestAnnualIncome -
Description Approval process for highest annual salary on a position -
Specify Entry Criteria [Status] field = 'Unapproved', Owner != 'CEO' -
Field Used for AutomatedManager -
Use Approver Field of Po ☑ Display approval history information in addition to the field -
Record Editability PropertAdministrators ONLY -
Approval Assignment Ema
Refer to 2 of [Email Template Setting] sheet -
Fields to Display on Appr PositionName, Max Year Pay, Status, Application Period Start -
Approval Page Fields ☑ -
Security Settings ⦿ Only from within the Salesforce application -
Initial Submitters Owner -
Page Layout Settings ☑ Add the Submit for Approval button and Approval History -related list to all Position page layouts
Submission Settings ☑ Allow submitters to recall approval requests -
2.Initial S Name Waiting For Approve Status Setting
Unique Name WaitingForApproveStatusSetting
Description WaitingForApproveStatusSetting
Object Position
Field Update [Status]＝'Waiting for Approval'
3.Approval Name Manager Approval Step -
Unique Name ManagerApproval -
Description All of new position record need to be approved by manager o -
Step Number 1 -
Conditional of step All -
Select Approver -
⦿ Automatically assign using the user field selected earlier. (Manager)
☑ The approver's delegate may also approve this request. -
4.Approval Name CEO Approval Step -
Unique Name CEOApproval -
Description New Position with more than $100k Max Year Pay needs to b -
Step Number 2 -
Specify Step Criteria [Max Year Pay] field is more than $100K -
Select Approver ⦿ Automatically assign to approver(s). -
User is CEO role -
⦿ Approve or reject based on the FIRST response.
☑ The approver's delegate may also approve this request -
Reject Behavior -
⦿ Perform all rejection actions for this step AND all final rejection actions. (Final Rejection)
5.Final App Name Approved Status Setting -
Unique Name ApprovedStatusSetting -
Description ApprovedStatusSetting -
Object Position -
Field Update [Status]＝'Approved' -
6.Final RejeName Disapproved Status Setting -
Unique Name DisapprovedStatusSetting -
Description Disapproved Status Setting -
Object Position -
Field Update [Status]＝'Disapproved' -
Diagram

「 Approved 」
「 Approved 」
Status Status
MaxYear
[Unapprov [Waiting]
Pay
START e] ↓
>
↓ [Approved
$100K
[Waiting] ]
 「 Approved 」
「 Approved 」
Status TRUE Status
MaxYear Step ２
[Unapprov Step １ [Waiting]
Pay CEO
START e] Manager ↓
> Approv
↓ Approval [Approved
$100K al
[Waiting] ]

FALSE 「 Disapproved 」
「 Disapproved 」

Status
[Waiting]
↓
[Disapprove
d]

END
Sheet n Email Template SettingCreated 4/13/2020 Updated4/13/2020
System Recruitment ManagemeCreated Phuong Nguyen UpdatedPhuong Nguyen

1.Email template for Position Approved

Email Template Name Approved Position Email Template
Unique Name ApprovedPositionEmailTemplate
Encoding Unicode(UTF-8)
Description Approved Position Email Template
Subject [Approved Position] Notification approval position
Email Body Dear {!User.Name}

The Position [{!Position__c.Name}] has been approved.

Would you please take a look at this position.

Thanks and Best Regard

{!Organization.Name}

2.Email template for Max Year Pay Approval Process

Email Template Name Request To Approve Salary Of Position Email Template
Unique Name RequestToApproveSalaryOfPositionEmailTemplate
Encoding Unicode(UTF-8)
Description Request To Approve Salary Of Position Email Template
Subject [Max Year Pay approval request] Please confirm and approve request related to position
Email Body Hello, I'm {!Position__c.OwnerFullName}.

The MaxYearPay field on this position has been set as [{!Position__c.MaxYearPay__c}],

we would appreciate if you could confirm and approve it

Thanks and Best Regard

{!Position__c.OwnerEmail}
Sheet n Profile Setting Created 4/13/2020 Updated4/13/2020
System Recruitment ManagemeCreated Phuong Nguyen UpdatedPhuong Nguyen

A) Details design
・Recruiter(Recruiter)
・Read, Create, View All
・Position(※All records)
・Cadidate(※All records)
・Job Application(※All records)
・Review(※All records)
・Hiring Manager(Hiring Manager)
・Read, Create, Edit
・Position(※Owned records only)
・Interviewer(Interviewer)
・Read
・Position(※All records)
・Read
・Cadidate(※Shared/Assigned records only)
・Job Application(※Shared/Assigned records only)
・Read, Create, Edit
・Review(※Owned records only)

B) Matrix Summary

Position Candidate
Job Application
Review

Recruiter C R E CRE CRE CRE

Hiring M C R* E* X X X

R*
Interview R R* C R** E**
FLS

C : Create

■ Access permissions on all records

R : Read
E : Edit

■ Access permission only on shared/assigned record

R* : Read
E* : Edit

■ Access permissions only on records that owned

R** : Read
E** : Edit

■ Field Level Security

FLS : Set [Secure Social Number] field as hidden
Sheet n Role&User Setting Created 4/13/2020 Updated4/13/2020
System Recruitment ManagemeCreated Phuong Nguyen UpdatedPhuong Nguyen

1.New Users
No.Last Name
First Name Alias Email Username Nickna Manage Role User license Profile
1 Smith Jones Smith [email protected] Developme
[email protected] Salesforce Pl Recruiter
2 Johnson Brown Johnson [email protected] AutomaSmith Interview Ma Salesforce Pl
[email protected] Hiring Mana
3 Williams Davis Williams AutomaNone Product Deve Salesforce Pl
[email protected]
[email protected] Interviewer
4
5
6

2.New Roles
No. Label Role Name
This roles report
Roleto
name on report
1 HR HRDeveloCEO HR Developme
2 Develop
Intervie Intervie HR Developme
Interview Ma
3 ment
Product ProductDCEO Product Deve
Dept
4
5
6
Sheet n Public Group Setting Created 4/13/2020 Updated4/13/2020
System Recruitment ManagemeCreated Phuong Nguyen UpdatedPhuong Nguyen

1.New Public Groups

No. Label Group
Grant
Name
Access Using Hierarchies
Selected MemDelegated Administration Groups
1 First Gro FirstGrouTRUE Role: HR Dev None
2 Second GSecondGrTRUE Role: Interv None
3 Third Gr ThirdGro TRUE Role: Product None
4
5
6