What are Data Templates?
When you create a new vacancy in Recruitment you need to add info about the vessel, your budget and the contract. You then need to add your personal requirements for the candidate and the documents you want them to have. These are in a Data Template.
This means you need to create a Data Template before you create a new job vacancy / Recruitment.
You only need to create a Data Template once. Then when you create a vacancy, simply select the relevant Data Template.
How to create a Data Template
Log in to your Martide account. Click on Settings in the drop down menu under your profile picture and then on Data Templates.
You will then see this page (our example already has 5 Data Templates):
Here you can:
- Look for a Data Template in the search bar.
- Add a new Data Template by clicking the +Add data template button.
- Edit or delete a Data Template by clicking the pen or trash can icons.
- Copy a Data Template by clicking the square documents icon.
How to add a new Data Template
To create a new Data Template click the blue +Add data template button on the top left (see image above). You will be taken to this page:
Here you can:
- Enter a name for the Data Template.
- Select the personal information options you require candidates to complete in that template.
- Add the documents you want candidates to hold. (See image below.)
- Add the ranks you want to be able to apply. (See image below.)
When you click on Documents +Add, you will see a pop-up box that looks like this:
Check the box next to a Document and click Save to add it as a requirement for the Data Template.
You can look for documents using the search bar. This will show you different documents and options.
Once you have saved your documents they will appear like this. You can make notes in the boxes on the right:
Next, add ranks. When you click the Ranks +Add you will see a pop-up box that looks like this (scroll down to see more ranks):
Now you can select the Ranks you want to use this Data Template for. In our example we've selected Chief Officer and Second Officer.
Click Save and your page will now look something like this:
You can keep adding Documents and Ranks as required. For example, we've added some more documents that we want our Officers to have and we've also added Third Officer to the template:
Now you can specify which documents you want which rank to hold. Click on the arrow to the left of the document group. That will open up the list of documents and looks like this (you will need to scroll down to see all of them). Check the documents you want the rank to hold:
You can see in our example above, we’ve started checking the boxes and we also made a note.
When you've finished click the blue Next button at the foot of the page. Your page will then look like this:
Note that all of your required data is needed to be able to hire a seafarer: the To Hire boxes are checked as default. But you can also decide if you want certain requirements to be fulfilled by a seafarer in order to even apply for the position.
You might not need to know a seafarer's dental report for them to be able to apply so you can leave that as a requirement at the To Hire stage, but you might have requirements for their Covid test and medical examination. If so, check the To Apply boxes where necessary:
When you're finished, click the blue Save Template button at the foot of the page. You will return to the main Data Templates page where you will see your new template in the list.
How to add Alternative Documents
Normally when you post a vacancy on Martide you need to specify which documents you need a seafarer to hold before they can apply or be hired. Alternative Documents let you override that.
This lets you consider candidates who may hold slightly different, but still relevant, certificates.
As seen above, when you've created a Data Template and added your documents to it, it looks like this:
To add an Alternative Document, click the three vertical dots next to a document's name (see image above.) That opens the document pop-up box that we saw earlier:
Select the document(s) that you will allow a seafarer to use instead of your original choice(s).
Click Save and you will now see this:
How to edit an existing Data Template
On the main Data Templates page find the Data Template you want to edit either by scrolling down the page or using the Search bar. Click the pen icon next to the template you want to change:
You’ll be taken back to your template. It’s very similar to creating a new entry.
Here you can:
- Change the Data Template’s name.
- Add or remove Personal Information.
- Add or remove Documents.
- Add or remove Ranks.
- Change the To Apply Requirement Steps.
How to delete an existing Data Template
To delete a Data Template, on the main Data Templates page click the trash can icon next to the template you want to remove:
How to copy an existing Data Template
To copy a Data Template that’s already in the system, on the main Data Templates page click the square documents icon next to the template you want to copy:
You will then see this pop-up box:
Type the name of the template you want to create into the box. In our example we want to copy our Bulk Carriers template and use the same requirements for our Heavy Load Carriers. Click Save and you will be taken to your new template:
The template name has changed and you need to select your vessels but all Personal Information, Documents, Ranks and Requirement Steps are the same as the Bulk Carriers template. You can amend any of these if you need to.
We hope you’ve found this guide to Data Templates useful but if you need any other help, please contact us here.