Lists Of Values

Table of Contents

• How To Access The Lists Of Values
• How To Add New Values
• How To Edit Or Remove Values
• Overview Of Values
  • Countries & Currencies
  • Salary Frequency
  • Public Tags
  • Cost Centres
  • Sub-Statuses
  • Pronouns

💻 How To Access The Lists Of Values

Within the ATS, you are able to customise any dropdown list or collection of phrases ('Tags'), to suit your own requirements.

These are known as 'Lists of Values' and can cover anything from your business units and countries you may operate in, to job categories and cost centres you may use. 

 Check out this video for on Lists of Values, or read on for a step-by-step guide:

Once you have logged into the Manage Tool, select the 'Lists of Values' option from the Platform Configuration drop-down. 

You will be presented with the Lists of Values (or 'LoV') page:

The options down the left-hand side are all different dropdown lists within the ATS. You can select one to reveal the contents included in that category.

For example, if you select the 'Job Business Units' option, you will be presented (on the right-hand side) with a list of all options in that category:

➕ How To Add New Values

To add new values, simply add the name of the new value in the main text box and click 'Create'. You can add multiple values in one go by separating each value with a semicolon. If you do not want to use a semicolon, you can specify the separator in the first text field. 

✒️ How To Edit Or Remove Values

Once you have selected a list, you will see the existing values on the right-hand side of the page:

From here you can edit a value by clicking on the Pencil Icon against the value.

If you would like to remove a value from the ATS, you will need to switch the visibility toggle to 'no'.

You can also see a record of previous edits by clicking the 'Logs' button.

📒 Overview of Values

➡️ Countries & Currencies

By default we provide a list of all countries and currencies.

These can be edited by selecting the pencil icon against the relevant value.

You can select which countries and currencies are displayed in the ATS by toggling the visibility between 'Yes' and 'No'.

➡️ Salary Frequencies

By default we also provide a list of salary frequencies.

These can be edited by selecting the pencil icon against the relevant value.

You can select which frequencies are displayed in the ATS by toggling the visibility between 'Yes' and 'No'.

➡️ Public Tags

In 'Talent Search' in the ATS (or 'CV Search', depending on your configuration), you have the ability to 'tag' candidates with specific phrases, keywords or qualifications - whatever your requirements may be. 

When tagging a candidate, you are presented with different tags which you can assign to a candidate:

The tags on the left-hand side (highlighted above) are called 'Public' tags. These are created in Manage so that all recruiting users are able to assign them to a candidate, if required.

While they do not work in the same way as a typical List of Values does, they are held in the same place in Manage:

By default, the tags that are displayed are only the 'Public' tags that everyone can see. If you would like to see any private tags that users have created, you can click the button at the top of the page. 

To add new tags, click the button in the top right-hand corner. You can edit or delete the tags using the buttons on the right-hand side of the page. 

When you are creating a new tag, you will see a pop-up screen like this:

• You should put the name of the tag in the 'Tag label' field.
  
  

The 'At Risk' tick box underneath relates to whether your candidate is at risk of redundancy. If you tick the tick box and apply the tag to a candidate on the ATS, the icon will be applied to the candidate's profile on the ATS.

• This gives you a noticeable icon to spot when you are processing your candidates:
•  

➡️ Cost Centres

Although cost centres are a standard list of values in the ATS, these can be restricted based on hierarchy, if this is something you use.

With cost centres, you can either add new values by uploading a CSV file, or values can be added individually. 

To upload a new CSV, simply click the 'Choose File' button, to select the CSV you would like to upload, then click 'Upload' to submit the changes. 

You can add a new value using the form on the right-hand side of the page.

The hierarchy node is optional, and only needs adding if you need to restrict the Cost Centre to a certain hierarchy node.

You can edit existing Cost Centres by clicking on the Cost Centre name.

You can add or remove hierarchy restrictions on existing Cost Centres by clicking into the hierarchy box. 

To remove visibility of a Cost Centre in the ATS, simply toggle the Enabled toggle to 'No'.

➡️ Sub Statuses

A sub-status is really useful within the ATS when you want your hiring managers to be able to request actions relating to a candidate, for example moving them to interview stage or rejecting them from the process. 

The way in which sub-statuses are added to the system is very much like cost centres.

You have the option to either upload a CSV or you can add the statuses manually.

Again, when uploading a CSV, click the 'Choose File' button, select the relevant CSV and click 'Upload' to submit the changes. 

For CSV upload or manual entry, you must state which bucket (i.e. stage of the application process) the sub-status can be used in. You can select one bucket per label:

To edit an existing label, simply click into the text box for the relevant label, make your changes, and click out of the field. As the text above the existing labels states, 'The form below will update when a change is made and you click off the field'. 

You can also choose to have the sub-status enabled or not by changing the toggle between 'Yes' and 'No'.

👥 Pronouns

Candidates are able to enter their preferred pronouns from a drop-down list in the ATS, so recruiters and hiring managers know how to appropriately and correctly address them.

➡️ Setting up Pronouns

Navigate to ‘Platform Configuration’ and select ‘Lists of Values’ in Manage:

Select the ‘Pronouns’ option on the left-hand side:    

You can then add options for candidates to select from when registering or submitting an application.

Options that could be offered include:

• She/her
• He/him
• They/them
• Ze/Zim
• Ey/Em
• Other

To add values in the List, the user should enter options on the right-hand side of the screen:

• If entering multiple values, each value should be separated by a semi-colon (;)
  
  
  • e.g. She/her;He/him;They/them;Ze/Zim;Ey/Em

Once happy with the values entered, select ‘Add values to LIVE’.

➡️ Candidate's View Of Pronouns

Once the Pronouns have been set up in Manage, they will show for a candidate on the ATS as they are applying or registering with an organisation.

These appear as the candidate is building their profile:

Once the candidate has completed their profile build, their pronouns will appear on their personal profile:

➡️ ATS User's View

When a candidate applies for a role, their name is displayed on the role in question

Now, when that name is displayed, the candidate’s preferred pronouns will also show beside their name:

In the circumstances when Anonymous Applications have been enabled, the candidate will show for the user as Candidate 57 (for example), and the pronouns will be removed from view

• This is typically only for the Hiring Manager user type.

For more information about Anonymous Applications, 🖱️ see our further guidance here.

➡️ Important Points To Note

If questions relating to gender have been included in a pre-screening or Diversity questionnaire, it may be prudent to consider rewording the question or adding additional drop-down options:

• A person who identifies as gender non-binary, for example, may wish to have that as an option.

Unless it is needed for HRIS etc, then your organisation may wish to remove the requirement for capturing title.

• This is something that should be carefully considered though, as you may have a legal requirement to capture this.