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 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.
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 in the top right corner and then on Data Templates.
You will then see this page (our example already has 6 Data Templates):
Here you can:
- Look for a Data Template in the search bar.
- Create 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 squares icon.
How to add a new Data Template
To create a new Data Template click the blue +Add data template button on the top right (see image above). You will be taken to this page:
Here you can:
- Add the Data Template’s name.
- Select the type of template: Recruitment or Assignment. The way a Data Template is filled in is slightly different depending which you choose. We will cover both versions.
- Select the vessels you want to add to the template. All vessels under one Data Template must have the same flag. (Assignments only.)
- Select the personal details you require a candidate to complete to be able to apply.
- Add the Documents you require a candidate to have to be able to apply.
- Add the Ranks you want a candidate to be.
How to add a Data Template for a Recruitment
Click the +Add data template button and enter the name of the template. Select Recruitment as the type of template:
Now select the options you require a candidate to complete when applying to the vacancy:
Now you need to add your Documents and Ranks.
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:
Now you can select the Ranks you want to use this Data Template for. In our example we've selected Able Seaman and Ordinary Seaman.
Click Save and your page will now look something like this:
You can keep adding Documents and Ranks as required.
Now you can specify which documents you want which rank to hold. Click on the little arrow to the left of the document group. That will open up the list of documents and looks like this. Select the documents you want the rank to hold:
When you've finished click the blue Next button at the foot of the page. Your page will then look like this:
All the 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 apply for the vacancy.
For example, you don't need to know a seafarer's blood type 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 nationality and the documents they hold. 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 a Data Template for an Assignment
Click the +Add data template button and enter the name of the template. Select Assignment as the type of template:
When you select Assignment, it will show you an extra box for your vessels:
Select the vessels from the drop down list that you are recruiting for. You can select as many as you like.
The rest of the process is exactly the same as adding a Data Template for a Recruitment - see above.
When you save the Data Template it will appear on the main page, with the flag of the vessel that you assigned to it:
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 title (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 a 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 and paper 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 Vessels (for an Assignment.)
- Add or remove Personal Information.
- Add or remove Documents.
- Add or remove Ranks.
- Change the To Apply Requirement Steps.
How to delete a 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 a Data Template
To copy a Data Template that’s already in the system, on the main Data Templates page click the squares 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 Able Seaman - Assignment template and use the same requirements for our Ordinary Seaman Assignment. Click Save and you will be taken to your new template:
The template name has changed but all Personal Information, Documents, Ranks and Requirement Steps are the same as the Able Seaman template.
You can amend any of these if you wish and you also need to select your vessels.
We hope you’ve found this guide to Data Templates useful but if you need any other help, please contact us here.