Configuring Applicant Dashboard

Applicant Dashboard requires that you have Recruitment Manager 2.75 or higher AND do NOT use the Application Requirements Manager ‘stand-alone’ version.

IMPORTANT: If you are on the ‘stand-alone’ version of Application Requirements Manager you MUST upgrade to Recruitment Manager 2.75 or higher in order to use Applicant Dashboard. For more information on Migrating & Upgrading Application Requirements Data please contact our Support Team.

Applicant Dashboard requires you to have Base Package 1.52 or higher. If you do not, please upgrade your Base Package.

Online Application requires you to have Payment Processing Module 1.40 or higher. If you do not, please install or upgrade your Payment Processing Module to the latest version.

Applicant Dashboard requires that you have the Communities package 1.9 or higher. If you do not, please install or upgrade your Communities package to the latest version.

Applicant Dashboard requires that you have the Online Application Module package 1.36 or higher. If you do not, please install or upgrade your Online Application Module package to the latest version.

For Applicant Dashboard ,it is recommended that you have the Events package 5.x or higher. If you do not, please install or upgrade your Events package to the latest version. If you choose NOT to install or upgrade Events, make sure to complete Step 12, which instructs you how to ‘hide’ links to Appointments and Interviews.

Package links can be found in the TargetX Online App: Admin Group.

The Community Theme is a set of Properties associated with a Community, such as styling and configuration.

1. Navigate to Setup > Object Manager.
2. Select the Community Theme object.
3. Under Page Layouts, select to Edit the Community Theme Layout.
4. From the page layout palette, select the Fields group and then drag the  Homepage, Header Logo, Header Text Line 1, Header Text Line 2, Hero Image, Hero Text fields onto the page layout.
5. Save your changes.
6. Create Static Resources for your Header Logo and Header Image. See Creating a Static Resource.
7. ​​Navigate to your Community Theme and Edit.
8. Enter values for each of the NEW fields added to the layout:

• The Homepage field is the name of the Visualforce page that loads after login and when the user returns from the Online App page. Enter TargetX_Portal__PB.

Note: If a Homepage is NOT specified, or an invalid pagename is entered, "tx_communitieshome" will be used by default.

• The Header Logo is the logo that appears in the top left of the screen. This is the name of the Static Resource that contains the logo. The size of this image is 70 x 60 px and is a good size for using a shield or your mascot.
• Header Text Line 1 is the text that appears in the first line of the Header. We recommended you use your School Name.
• Header Text Line 2 is the second line of text that appears under the Header. For example, Student Portal.
• Hero Image This is the name of the Static Resource that contains the hero image, which is a full width image that displays  directly below the header. The size of this image is 1336 x 260 px; this is a different size than that used on the Sign-In page.
• Hero Text field is the text that displays over the Hero Image.

9. Update the Applicant Dashboard Events URL to /TargetX_Eventsb__events#/calendar.

1. Navigate to Setup > All Communities and locate your Online app community.
2. Select Manage > Administration > Pages.
3. Change Community Home to TX_CommunitiesLanding.
4. Save your changes.

Your Community Theme name must first be included in the Community Themes list in the App Config(s).

1. Navigate to Setup > Object Manager.
2. Select the App Config object.
3. Under the Custom Fields & Relationships section, click on the Community Themes field.
4. In the Picklist Value Set section, select New.
5. Enter the Name of your theme. Note: The name should match EXACTLY to the Community Theme you created.
6. Save your changes.
7. Navigate to the appropriate App Config record.
8. Select to Edit the record.
9. In the Community Themes field, select the themes to be used.
10. Save your changes.

1. Add the appropriate permissions for the Community User profile. For more information on permissions, see TargetX Permission Scanner (Events Registration Product/Feature).
2. Navigate to Setup > Develop > Sites.
3. Select the Site Label for your  Events site.
4. Select the Public Access Settings button.
5. Under VisualForce Page Access, click Edit and add the following pages:

NOTE: If any are missing from the list, they are likely already accessible.

TargetX_Eventsb.EventsPlus_confirmation
TargetX_Eventsb.EventsPlus_css
TargetX_Eventsb.EventsPlus_ESQ
TargetX_Eventsb.EventsPlus_myEvents
TargetX_Eventsb.EventsPlus_newContact
TargetX_Eventsb.EventsPlus_results
TargetX_Eventsb.EventsPlus_search
TargetX_Eventsb.EventsPlus_mconfirmation
TargetX_Eventsb.EventsPlus_mESQ
TargetX_Eventsb.EventsPlus_mmyEvents
TargetX_Eventsb.EventsPlus_mnewContact
TargetX_Eventsb.EventsPlus_mresults
TargetX_Eventsb.EventsPlus_msearch
TargetX_Eventsb.QRCheckin
TargetX_Eventsb.EventsFeed
TargetX_Eventsb.formProcess
TargetX_Eventsb.formPage
TargetX_Eventsb.myEventsCalendar
TargetX_Eventsb.myEventsPrint
TargetX_Eventsb.schoolPicker
targetx_payment.responseHandler

Note: This step is ONLY needed if you are not using Events or are not at the current version of Events.

If you choose NOT to install or upgrade Events, follow these steps to hide the drop-down which navigates users to Events or Appointments:

1. Make sure you have Communities 1.9 or higher installed.
2. Navigate to the Community Theme tab.
3. Click the Community Theme record for your Applicant Dashboard.
4. In the Custom CSS field, enter the following:

.events-nav{display:none;} 

5. Save your changes.