★ Overview

Before proceeding with recruitment via Sense TRM, it is important that you have got the organization-level settings configured. This article helps you understand how to have them configured as well as what does each of the settings means.

Organization Settings has two sections:

Basic Details
Configuration

[A] Basic Details

As the name suggests, it holds the basic details about your organization. It can be edited by clicking on Edit provided towards the bottom of the page.
Upon making the necessary changes, click on Save Changes to complete the process.
The info icon provided against some of the fields tells you the functionality of the respective field.
The logo and public name specified here will be further displayed on the organization’s careers page.
Organization Description Document: You can generate an organization description document in PDF format from the entered details or manually upload a document.

[A] Configuration

The configuration in Organization Settings is important as it defines the functionalities of your organization. Most of the settings here have either a toggle button or simple input fields.
To make any changes to these settings, follow the steps below:

On your Sense TRM dashboard, Navigate to Settings > Administration > Organization > Configuration.
Scroll down and click on Edit and you can enable/disable, add/change various settings from here.
Click on Save Changes to complete the process.

Understanding various settings in the Configuration Tab

★ General Settings

Organization Ownership period: The candidate ownership will remain with the organization for the number of days defined here.
Employee Ownership period: The candidate ownership will remain with the employee for the number of days defined here.
Restrict selection to lowest department hierarchy: When you have the setting toggled ON, it lets you assign the job (while creating it) to the lowest hierarchy and not the parent department.
Show salary on agency portal: When you have the setting toggled ON, the agency can view the salary for the requisition that has been assigned to them.
Show sender email in reply address: When you have the setting toggled ON, the sender email will be available as the ‘reply to’ email address.
Date Format: From the available date formats, you can choose whichever suits your organization.
Show internal milestones on Agency Portal: Internal milestones are shown in the 'In Progress tab of a Job > Candidates.

★ Security & Privacy

Authentication Method: At Sense TRM, we allow three methods of authentication, namely- Password, SSO, and a combination of both.

★ Job Settings

Automate job approval reminder email: When you have the setting toggled ON, the approvers who are pending to mark their approval are sent a reminder after 24 hours of the first email.
Make candidates inactive automatically when a Job is filled or closed: When you have the setting toggled ON, the candidates will be marked as inactive upon the job getting filled or moved as closed.
Notify job approvers upon updating a requisition: When you have the setting toggled ON, the job approvers are notified upon updating any details for the respective job.
Make candidate feedback link public: When you toggle this setting ON, a link to submit the feedback will be included in the calendar invite (for scheduled interview). It can be accessed only by entering Sense TRM credentials, hence restricting its access to only interviewers.
Make salary field mandatory in job: When you toggle this setting ON, the salary field will be marked as a mandatory field while creating a new job.
Set minimum word limit for Job Description: Set minimum word limit for the job description. By doing so, the job description field will be made a mandatory field on the job creation form. If it is set to zero, it will be considered a non-mandatory field.
Show salary on the careers page: When you toggle this setting ON, the salary which was added while creating the job will be displayed on the careers page for the respective job.
Send IJP apply acknowledgment email: When you have the setting toggled ON, the employees will be notified via email upon publishing a job on IJP.
Enable to create scorecard parameters from skills: When you have the setting toggled ON, the scorecard for the job will be automatically populated with the skills that you have added while creating the job.
Make 'Grade' mandatory field in job creation: When you have the setting toggled ON, adding grade will be made mandatory for a job.
Make 'selecting candidate note type' as mandatory: When you have the setting toggled ON, choosing a note type will be made mandatory while adding one for a candidate.
Add Cc in candidate form email: When you have the setting toggled ON, you can add a recipient of your choice on Cc.
Upload signed offer letter on the public page: When you have the setting toggled ON, the candidates can upload a signed offer letter from the public offer letter page.
Send referral alert: When you have the setting toggled ON, you can send email alerts to the selected email addresses and groups upon a job available for referral.
Automatically enable referral for requisition: When you have the setting toggled ON, upon creating a new requisition on Sense TRM- the referral is enabled automatically.
Show only agencies which are assigned to the job while uploading a resume: When you have the setting toggled ON, you can assign a resume to agencies that are already assigned with the respective requisition.
Notify eligible employees upon publishing job on IJP: When you have the setting toggled ON, the employees will be notified via email upon publishing a job on IJP.
Limit the Number of Job Openings: When you have the setting toggled ON, you can define and restrict the number of job openings that can be created for your organization.
Mandate Candidate Fields for Agency: When you have the setting toggled ON, agencies will have all the default fields in the form (entering candidate details) marked as mandatory.
Automatically publish requisition on Careers Page: When you have the setting toggled ON, the job opening will be published on careers page when you publish the job.
Allow Google for Jobs to crawl jobs published on the Careers Page: When you have the setting toggled ON, the job will be available on Google for Jobs section on Google.

★ Interview Settings

Enable interview reminder to the interviewer: When you have the setting toggled ON, the interviewers are sent reminders 15 minutes prior to the scheduled interview.
Enable interview reminder to candidate: When you have the setting toggled ON, the candidate is sent a reminder for the scheduled interview.
Enable feedback reminders for Interviewer/Reviewer: When you have the setting toggled ON, the interviewers or reviewers are sent reminders for submitting feedback upon completing an interview process.
Send Feedback Reminder After: Select the number of days after which the reminder has to be sent.
Number of reminders to be sent: Select the number of reminders to be sent after not receiving feedback after the first reminder.
Hide interview attendees on the calendar invite: When you have the setting toggled ON, the interview guest list will be hidden while sending the calendar invite.
Send interview schedule via SMS to all attendees: When you have the setting toggled ON, upon scheduling an interview via chatbot- all attendees are sent SMS confirmation on the scheduled interview.
Automatically publish requisition on Careers Page: When you have the setting toggled ON, as soon as a requisition is created on Sense TRM- it is published on the organization’s Careers Page.
Add link to candidate resume on the interview invite: When you have the setting toggled ON, a copy to the respective candidate resume is attached along with the interview invitation.
Include a private feedback link on the interview invite: When you toggle this setting ON, a link to submit the feedback will be included in the calendar invite (for scheduled interview). It can be accessed only by entering Sense TRM credentials, hence restricting its access to only interviewers.
Add round name in interview calendar event: When you have the setting toggled ON, the round name will be automatically captured to the interview email subject. This will be visible for the candidates too.
View candidate profile in interview feedback: When you have the setting toggled ON, you can view the respective candidate profile in interview feedback.
Enable interview auto-confirmation to candidate: If enabled, the 'Send Auto Interview Confirmation to the candidate' box will be checked by default while manually scheduling an interview.

★ Integrations

Calendar Integration: You can choose the type of calendar that is used by your organization from the drop-down menu: Google, Microsoft, or choose Default (implies that you will be using Sense TRM's Calendar while scheduling interviews)

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