A Face Sheet is an overview of a candidate in the first page of a resume forwarded to a client from RBox. RBox can automatically insert a Face Sheet based on a format that you define.
RBox allows creating multiple types of Face Sheets:
- Basic Face Sheets: Generates a simple table containing the fields & values.
- Advanced Face Sheets: Support more sophisticated formats compared to Basic Face Sheets. You can include sections, sub-tables etc. RBox offers multiple advanced sheet formats to choose from which you can further customize.
You can define multiple Face Sheet formats and link them to different clients. They can include basic database fields, user-defined or Face Sheet-specific field values.
Common Tasks
- Create a Basic Face sheet
- Create an Advanced Face Sheet
- Enable automatic insertion of Face Sheet in resumes
- Modify a Face Sheet
- Delete a Face Sheet
1. Create a Basic Face sheet
Follow these steps from a user login having administrator privileges:
- Point to the Tools menu and select 'System Configuration'.
- In the 'System Configuration' Navigator, expand 'Recruiting Templates' and click on the 'Face Sheets' data view.
- On the right pane, point to the 'File' menu and click on 'New'. The new Face Sheet page comes up.
- Enter a name for the Face Sheet in the 'Name' field and an optional description in the 'Description' field.
- In the Face Sheet Type section select 'Basic (Code driven)' if you want a plain tabular format and enter the title to be displayed at the top of the Face Sheet in the 'Sheet title' field.
- In the 'Layout' drop-down, select 'Normal' if you want the fields in the Face Sheet to be displayed in a non-tabular (i.e. without gridlines) format or select 'Tabular' if you want a tabular format for displayed the fields.
- If you have your own format which contains multiple sections/tables etc. then select 'Advanced (File template based)' and from the 'Template' drop-down select one of the available formats.
- You can view each format by selecting it and then clicking the 'View' link next to the drop-down.
- Click on 'Save'.
The Face sheet you created will now be shown in the list pane.
In case you created a Basic Face Sheet, click on the Face Sheet name to specify the fields to be included in it.
- In the detail page that opens, scroll to the 'Add Face Sheet Field' section and for each field that you want to add:
- Select the type of field to add from the 'Type' drop-down i.e basic (pre-existing) field, user-defined field etc.
- Select the specific field to add from the 'Field' drop-down.
- Type the heading for the field in 'Label'.
- Optionally select the position of the field in the Face sheet.
- Click the 'Add' button.
2. Create an Advanced Face Sheet
An Advanced Facesheet gives you flexibility to specify more advanced formats such as multiple/nested tables, sectionized rows etc.. Follow these steps from a user login having administrator privileges:
- Point to the Tools menu and select 'System Configuration'.
- In the 'System Configuration' Navigator, expand 'Recruiting Templates' and click on the 'Face Sheets' data view.
- On the right pane, point to the 'File' menu and click on 'New'. The new Face Sheet page comes up.
- Enter a name for the Face Sheet in the 'Name' field and an optional description in the 'Description' field.
- In the Face Sheet Type section select 'Advanced (File template based)' and from the 'Template' drop-down select one of the available formats. You can view each format by selecting it and then clicking the 'View' link next to the drop-down.
- Click on 'Save'.
The Face sheet you created will now be shown in the list pane. Click on the Face sheet name to customize its template file as per your requirements.
- In the detail page that opens, scroll to the 'Face Sheet Format File' section and click on the file link. The template file will open in MS Word.
- Use the 'Save' option in MS Word to save the file on the desktop.
- Open the saved template file from the desktop and make the required changes. For e.g. formatting the sections, adding user-defined fields etc.
- Save the file.
- Now in the Face Sheet detail screen in RBox click on the remove (bin icon) next to the template file name to remove it.
- Then click on the 'Choose File' button and select the updated file from your desktop.
- Click on the 'Update' button to save the changes.
3. Enable automatic insertion of Face Sheet in resumes
You can enable/disable sending of Facesheets. Follow these steps via a user login having administrative privileges:
- Point to the Tools menu and select 'System Configuration'.
- In the System Configuration Navigator, expand 'System Settings' and click on the 'Recruiting Process' data view.
- On the right pane click on 'Resume Forwarding' section and tick the checkbox 'Do not attach FaceSheet while forwarding candidates' to disable sending of Face Sheet. Un check the option to enable sending of Face Sheet.
- Click the 'Save' button on the right.
4. Modify a Face Sheet
Follow these steps from a user login having administrator privileges:
- Point to the Tools menu and select 'System Configuration'.
- In the 'System Configuration' Navigator, expand 'Recruiting Templates' and click on the 'Face Sheets' data view.
- On the right pane, the list of existing Face Sheets will be shown. Click on the Face Sheet to modify.
- In the detail page, scroll to the 'Existing Face Sheet Fields' section.
- For each field to modify:
- Tick the check box next to the field and then make the change in the Type, Field, Label or
Position columns.
- Click on the 'Update' button.
- For each field to remove from the Face Sheet:
- Tick next to the field and then click on the 'Delete' button.
- Click the 'Close' button.
5. Delete a Face Sheet
Follow these steps from a user login having administrator privileges:
- Point to the Tools menu and select 'System Configuration'.
- In the 'System Configuration' Navigator, expand 'Recruiting Templates' and click on the 'Face Sheets' data view.
- On the right pane, the list of existing Face Sheets will be shown.
- Tick next to the Face Sheet to delete.
- Point to the 'Edit' menu and select 'Delete'.
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