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Referral Categories and Sources
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Admin > Codes > Referral Source > Referral Categories
Admin > Codes > Referral Source > Referral Sources
Referral Source codes are used to capture the various ways an Applicant finds out about open positions for tracking purposes and can be assigned to a Referral Source Category. The Referral Source Codes can be set up independently of the Categories (i.e. do not use the categories at all) or can work in conjunction with the Categories in order to shorten the Referral Source codes lists displayed when an applicant chooses a Category.
The Categories code table is used to organize/group Referral Source codes and needs to be created before creating the Referral Source codes. The Referral Source Codes populates the Referral Source drop-down list. To activate these fields (together or independently for the Source):
- Admin > Page Builder > Applicant > Miscellaneous – enter the data label for the Referral Source field as the Users should see it.
- If the Referral Source field should be entered at the time the online application is being entered, turn it on in: Admin > Website > Career Portal > Online Application Tab > Contact Information Page > Edit > select Yes for "Include Referral Source Question." If categories will be used as described above, make sure to check the box for "Include Referral Categories." Also, make sure to enter how you want the question about the Referral source to appear.
User View of Category: This field is displayed on the Application page of the applicant file and is used to narrow down the list of Referral Sources.
Applicant View of Category: This field is displayed on the Contact Information page of the Online Application (if activated as noted above.)
User View of Sources: This field is located in the Applicant’s File > Application Page. Other places the User might see this field in action:
- Applicant > Applicant Search > Database Search > Referral Source Reports > Applicants > Filter Box on Referral Source.
NOTE: A row in the system containing an Applicant with the Referral Source of EMPREF (Employee Referral) will be highlighted in pink.
Applicant View of Sources: This field is displayed with the Online Application > Contact Info Page when selected and captioned as noted above.
Import Code Key Referral Source Category: RFC
.csv file should contain Code & Description in that order.
Import Code Key for Referral Source Code: RF
.csv file can contain Code & Description & Category Code. The fields must appear in this order and the last column (if importing categories) must be the category code.
Creating Categories
Important Considerations: Cyber Recruiter codes cannot contain certain symbols such as commas, quotes, periods, apostrophes or ampersands and the user will get an error message when trying to enter or import codes containing them. There are also certain character combinations that must be avoided because Cyber Recruiter is programmed to strip them (even if they are in the middle of a code or description) as they can be used by others to reference potentially dangerous procedures or scripts that could cause harm to your Cyber Recruiter system. These combinations include: SP_ or sp_ and XP_ or xp_. Also a double dash will be converted to a single dash. There are a few other combinations not listed here that could be stripped, but it is extremely unlikely that they would be used in codes or descriptions.
After clicking to add a new code, enter in the necessary information to create a new code. Use the example above as a guide when creating the codes.
| Field |
Purpose |
| Code |
Unique Identifier for the drop-down option. This code is written in the raw data and is referenced to determine the description to show on the screen. If the code is removed from the Admin > Codes section, this value will still be in the Applicant file for reporting purposes. |
| Description |
This is what is displayed on the screens and on the website for searching. |
Creating Sources
Important Considerations: Cyber Recruiter codes cannot contain certain symbols such as commas, quotes, periods, apostrophes or ampersands and the user will get an error message when trying to enter or import codes containing them. There are also certain character combinations that must be avoided because Cyber Recruiter is programmed to strip them (even if they are in the middle of a code or description) as they can be used by others to reference potentially dangerous procedures or scripts that could cause harm to your Cyber Recruiter system. These combinations include: SP_ or sp_ and XP_ or xp_. Also a double dash will be converted to a single dash. There are a few other combinations not listed here that could be stripped, but it is extremely unlikely that they would be used in codes or descriptions.
After clicking to add a new code, enter in the necessary information to create a new code. Use the example above as a guide when creating the codes.
NOTE: Clients who want to use the integration to ZipRecruiter need to add a referral source with the code of ZIPRECRUITERBOOST. If this is not a source in your system, you will need to add this prior to sending jobs to ZipRecruiter.
| Field |
Purpose |
| Code |
Unique Identifier for the drop-down option. This code is written in the raw data and is referenced to determine the description to show on the screen. If the code is removed from the Admin > Codes section, this value will still be in the Applicant file for reporting purposes. |
| Description |
This is what is displayed on the screens and on the website for searching. |
| Category |
Select which category this source should appear under when using the option to narrow the list by category. |
Inactivating Sources
Referral Sources and Referral Categories can be inactivated. When the code is inactivated it will no longer be an option to select when updating the system or displayed in on the website. Inactive codes in search lists and reports inside Cyber Recruiter will be segmented so all active codes appear first and then inactive codes appear under a header ---Inactive---
To inactivate a code, edit the code and checkmark the option for 'Inactive'.
Updating Categories for existing Applicants
In 7.2, the Referral Category was added to the Application page and to the applicant's view of their file. Prior to this version the categories were only seen in the background but are now displayed. Take the following steps to update the Referral Category field in the applicant file to be consistent with the setup.
- Add all the Referral Categories to the Admin > Codes
- Assign a Referral Category to the Referral Sources
- Change the page of Cyber Recruiter to be /query.aspx
- Copy the following query into the box provided and press Submit
update Applicant set RefCat=(select top 1 ct.c1 from CodeTables ct where ct.code=applicant.referralsource and ct.wtable='RF')
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