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 requirements for the vacancy. These requirements are in a Data Template.
This means you need to create a Data Template before you create a new job vacancy.
What are Data Templates?
You only need to create a Data Template once. Then when creating the vacancy, simply select a vessel and rank and the Data Template will be selected automatically. If you don't have a Data Template for that rank and vessel you'll see an error message. here's how.
Log in to your Martide account. Click on your profile picture in the top right corner. From the drop down menu click Settings then Data Templates.
You will then see this page (our example already has 3 Data Templates):
Here you can:
- Look for a Data Template in the search bar.
- Create a new Data Template.
- Edit or delete a Data Template
How to add a new Data Template
To create a new Data Template click the blue Add button on the top left. You will be taken to this page:
Here you can:
- Choose a name for your template; e.g. the rank this template is used for.
- Select your vessel(s) that the template will cover. All vessels under one Data Template must have the same flag.
- Add the relevant documents.
- Add the applicable ranks.
There are 4 sections to fill in on this page. They are:
- Template Name: we are creating this template for our Deck Ratings.
- Vessel(s): click in the box to select the vessel(s) from the drop down menu.
- Documents: add these by clicking on the little + sign icon.
- Ranks: add these by clicking on the little + sign icon.
When you click on the Documents + sign, you will see a pop-up box that looks like this:
Click the check box next to a Document to add it as a requirement for the Data Template.
Next, add the ranks. When you click the Ranks + sign you will see a pop-up box that looks like this:
Now you can select the Ranks you want to use this Data Template for. We've selected Bosun, Able Seaman and Ordinary Seaman to be included in our Deck Ratings Template.
Click Save and your page will now look something like this:
Now you can:
- See the template name and the vessel and its flag.
- See the ranks that this template is used for on that vessel or vessels.
- Check the boxes to select which documents you want each rank to hold.
- Make a note (in the box at the end of each row) if needed.
- Add Alternative Documents that you will accept instead of the original one specified.
How to add Alternative Documents to a Data Template
- Click the 3 vertical dots to the left hand side of a document's title.
That will open up a pop-up box that looks like this:
To add one or more Alternative Documents simply click the check box at the side of each document and then click Save at the bottom.
The Alternative Document will now appear on the main screen below the original:
When you've finished adding your ranks, documents and any alternatives, click the blue Save button at the bottom of the screen. The template will be automatically saved but to return to the home screen, you'll need to click on the Data Templates link at the top of the page:
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 Edit next to the entry 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 Vessels
- Add or remove Ranks.
- Add or remove Documents and Alternative Documents
- Click the blue Save button when you’re done.
To delete a Data Template that’s already in the system, on the main Data Templates page click Delete next to the entry you want to remove. Make sure you really want to delete it as you won’t be given a warning!
A Note on Data Templates
Candidates will only be able to apply for a job if they have the documents you’ve specified in your Data Template. If you want to open the job up to candidates who have similar, but not the exact, requirements, add Alternative Documents to override your Data Template.
We hope you’ve found this guide to using Data Templates useful but if you need any other help, please contact us here.