Career Center Setup Guide

The Career Center app offers your members a single place to search and apply for new opportunities. It will help establish your association as a source of high-quality job candidates and generate non-dues revenue through selling customizable job packages. Open the Career Center app and click on Setup on the left navigation to get started.

 

CONTACT ROLES

The permissions you set will dictate whether contacts can access the Employer Center, post jobs, and edit jobs on behalf of their organizations.

1. Assign permissions for what actions a certain contact is able to take based on contact role by checking the appropriate boxes
2. Save your changes

Helpful Hint: Administative roles are automatically granted all permissions for their organization and you will not have the option to modify permissions for those roles. You can select All Contacts to grant permissions to every contact role. 

 

JOBS

Boards

1. Click Create Job Board on the left navigation
2. Name the job board
3. The ID will automatically populate, but you can edit it before saving the job board. Once you save the job board, the ID cannot be changed
   
   

Online Job Application

Enable the Online Job Application feature to allow job seekers to apply to job postings directly in the portal. Employers are sent a link to download the applicant's resume by default.

1. Configure the email sent to the employer when someone applies for their job posting
   
   

Job Board Display Options

1. Select how the directory is displayed to visitors 
   1. Search - visitors will be presented with fields they can use to search for entries
   2. List - visitors see a list of directory entries

Job Board Options

To improve performance, we keep a copy of your job board stored in memory. The longer the refresh period, the better the job board will perform in your portal; the shorter the period, the more up-to-date. You can always force a refresh by re-saving the job board.

1. You can set:
   1. How often the directory should be rebuilt (minimum of 5 minutes)
   2. The number of results per page (minimum of 10)
   3. Whether the directory should be public
2. Choose whether to make the job board public

Helpful Hint: If you intend to make this directory accessible on public portal pages, you must select this option. Otherwise, leave it unchecked which will allow us to better secure your directory. If you elect to make the job board public, you will need to ensure the portal page is set to not require a login. 

 

Searchable Fields

These fields are presented to users who are searching the job board if the “Search” option is selected for Job Board Display Options. In addition to specifying the fields that users use to search the job board, you can also use the arrows to reorder them. The "group name" field is optional; if you provide a group name, the searchable field and all subsequent searchable fields will be grouped together visually. You can also override the label associated with any field.

1. Click Add Searchable Field to add to the default fields

Additional Fields

When we rebuild this job board, we automatically add all searchable fields in the query. If there are additional fields you want to be available for display in the search results, enter them here. Both the searchable fields and the additional fields listed will be available for inclusion in your custom search results template.

 

Radius/Distance Search

Allow contacts to search for records within a particular distance. You can set which postal code field the system should use and enter in the radius options in miles.

Rule-Based Job Board Constraints

You can apply additional filters to determine who should appear in this directory. You will need to set  You can set filters based on attributes associated with:

• Contact
• Job Postings
• Organization

 

Expression-Based Job Board Constraints

This is advanced functionality that allows you to use powerful expressions to further filter the results of the query. 

 

Custom Sorting

You can override the way results in the job board are sorted based on a specific field. 

 

Custom Search Results Template

You can override the default search results design and customize how results are shown. This is advanced functionality that requires knowledge of HTML.

 

Job Board Entry

You can set whether entry screens are disabled, show default information, or use a custom template.

Use Custom Template - You can override the default directory entry screen design and customize what information is shown. This is advanced functionality that requires knowledge of HTML.

Helpful Hint: Rhythm has directory templates that can be used as a starting point for the directory search results design. For more information, click here. 

 

Custom Fields

You can create custom fields to use for searching a job board and creating a job posting.

1. Click Create Job Posting Custom Field
2. Select the custom field type from the drop down menu
3. Name the field and configure other settings as needed
4. Save changes

Helpful Hint: In the User Guidance section, you can add a form prompt and text to help your users understand what they should be inputting in the field. The form prompt will appear as a pre-populated text providing an example entry to the user. Help text will appear below the field to provide helpful information. 

 

Forms

Create a job posting form to design what the users will see when creating a job posting.

1. Click Create Job Posting Form
2. Click Add Component to add fields groups
3. Add the built-in or custom fields that you want those purchasing a job posting package to see

Note: More form creation information can be found in this knowledge base article.

 

 

Processes

1. Click Create Job Posting Process

Basic Information

1. Name the process
2. The ID will automatically populate, but you can edit it before saving the process. Once you save the process, the ID cannot be changed

Job Posting Options

1. Specify the number of days after which a job posting should expire
2. Select the Job Posting Form
3. You can check the box to allow employers to modify active job postings

Show in Portal

If selected, this process will be available for submission in the portal.

1. Enter the name for the process that should appear in the portal

Helpful Hint: You'll want to choose a friendly name that is meaningful to your end-user to allow them to initiate an application using this process in the portal. 

 

Confirmation Email

This email is sent when a job is posted successfully.

 

Expiration Notification Email

This email is sent when a job has expired and is automatically deactivated.

 

Show Contact Form

This will prompt users to update their contact information before they complete the application.

1. Select the contact form

Show Organization Form

This will prompt contacts to update their organizations' information before they complete the application.

1. Select the organization form.

 

 

PACKAGES

1. Click Create Career Center Package

Basic Information

1. Choose a Business Unit.
2. Name the package.
3. The ID will automatically populate, but you can edit it before saving the package. Once you save the package, the ID cannot be changed.

Pricing

1. Enter a price for the package.
2. You can set a member-only price in addition to the regular price.

Special Pricing Logic

Customize special prices for this product based on rules.

1. Click Add Special Price.
2. Configure pricing as needed.
3. Alternatively, click on the link to copy special prices from another product.
4. Test your special pricing rules to ensure they are properly configured.

Grant Job Postings

Purchasers of this product should be granted one or more job postings.

1. Enter the number of job postings to be granted.

G/L Accounts

Assign G/L accounts for:

1. Revenue
2. Accounts Receivable (AR)
3. Write Off/Bad Debts Expense
4. Accounting Project

Helpful Hint: Be sure to consult the G/L reference before assigning G/Ls. 

 

Product Options

Select whether to hide the product from users in the portal.

 

Purchasing Eligibility

Set who is eligible to purchase this product.

1. Configure eligibility criteria from scratch, or
2. Copy purchasing eligibility from another product.
3. Test the eligibility criteria to ensure proper configuration.

 

Purchase Limits

Set limits on how many times this product can be purchased.

1. Enter the maximum number of purchases.
2. Select the period of time over which the limits should apply
   1. All time
   2. Over a specified period of time
3. Configure a custom error message that you would like the customer to see, or leave it blank for the default message.

 

Confirmation Email

Configure a confirmation email to be sent out when this product is purchased.

1. Choose how you would like to set up the confirmation email
   1. Use a shared confirmation email
      1. Configured in the Orders & Inventory app
   2. Use an email specific to the product.

 

Helpful Hint: We recommend you use this feature sparingly! The email you configure here will be sent in addition to the standard order confirmation email, as well as any emails configured in associated processes. Only configure product-level emails when it's not possible to use process-level settings. 

 

Coupon Codes

Automatically issue coupon codes to purchases of this product.

1. Click Link a Coupon
2. Select the coupon type
3. Select the coupon
4. Save changes

 

Documents

Grant the purchaser of this access to downloadable documents

1. Click Add a Document Entitlement
2. Select the file cabinet
3. Specify a file or folder, or leave the field blank to grant access to the entire file cabinet.
4. Assign a digital library path or leave blank for the root folder

Helpful Hint: When you give someone a document entitlement, by default the documents appear in the root folder of their digital library. This can get cluttered, so we recommend you target the entitlement into an appropriately named target folder, like "Technical Papers." 

5. Choose whether access should expire, if applicable.
   1. Relative date
   2. Specific date
6. Save changes

 

Installment Plans

Allow the user to choose to pay for this product with one or more installment plans.

You can allow customers to choose an installment plan when they purchase this product. Check the box next to each installment plan you want to be available to purchasers of this product. You can indicate that a particular plan should be selected by default by clicking the Make Default Option button; if no plan is selected by default, the default option will be to pay the entire amount at the time of purchase.

 

Cancellation Fees

Charge cancellation fees for this product.

1. Enter the fee in USD.

 

Bundled Products

Bundle one or more products with this one at purchase.

1. Click Add Bundled Product

Helpful Hint: Bundling products will not change the total cost to the customer. Instead, each bundled product will be added to the order at the specified price, reducing the line item amount so that the customer's total cost remains. 

 

Bulk Pricing Discounts

Provide discounts when this product is purchased in certain tier quantities.

1. Click Add Bulk Pricing Discount
2. You can set:
   1. Starting range
   2. Ending range
   3. Discount type
   4. Amount

 

FINANCE SETTINGS

Assign:

1. Business Unit
2. Merchant Account
3. Bank Account
4. Cancellation Fee Product
5. Invoice Payment Terms

 

Credit Cards

Set the credit card processing mode

1. Enabled - users are allowed to pay with their credit cards when checking out.
2. Disabled - users are NOT allowed to pay with their credit cards when checking out.
3. Calculated - the option to pay with credit card depends on the amount of the order.

Set the credit card processing fee

1. No, do not add credit card processing fees to the order.
2. Yes, always add credit card processing fees to the order.
3. Prompt the user with the option to cover credit card processing fees.

 

Other Payment Options

Configure payment settings as needed.

 

Prompt for Donations at Checkout

Select a donation product and the amount of the suggested donation.

1. Check the box to allow the user to enter a custom donation amount.
2. Check the box to override the default giving denominations
   1. Click Add Value to specify a denomination
3. Enter a donation solicitation message (optional)
4. Save changes