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 a vessel and rank and the Data Template will be applied automatically. If you don't have a Data Template for that rank and vessel you'll see an error message.

How to create a Data Template

Log in to your Martide account. Click on Settings in the menu on the left and then on Data Templates.

screenshot of Martide website showing where to access the Data Templates setting

You will then see this page (our example already has 5 Data Templates):

screenshot of Martide website showing all saved data templates

Here you can:

  • Look for a Data Template in the search bar.
  • Create a new Data Template.
  • Expand a Data Template's entry to view the vessels associated with it by clicking the downward arrow icon.
  • Edit or delete a Data Template by clicking the pen or trash can icons.
  • Copy a Data Template by clicking the square 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:

screenshot of Martide website showing where to create a new template

There are 5 sections to fill in on this page. They are:

  1. Template Name: we are creating this template for our Ukrainian cargo ships.
  2. Vessel(s): click in the box to select the vessel(s) from the drop down menu. All vessels under one Data Template must have the same flag.
  3. Personal Information: select the options you require candidates to complete in that template.
  4. Documents: add these by clicking on +Add (see image below.)
  5. Ranks: add these by clicking on +Add (see image below.)
screenshot of the documents and ranks section

When you click on Documents +Add, you will see a pop-up box that looks like this:

screenshot showing the different documents you can add to a Data Template

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:

screenshot showing the added documents

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):

screenshot of the Martide website showing the ranks

Now you can select the Ranks you want to use this Data Template for. In our example we've selected Second Officer and Chief Officer.

Click Save and your page will now look something like this:

screenshot of the Martide website showing the required documents page

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:

screenshot showing what we've added to the data template

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 (you will need to scroll down to see all of them). Check the documents you want the rank to hold:

screenshot showing the documents and their check boxes

When you've finished click the blue Next button at the foot of the page. Your page will then look like this:

screenshot showing the data step selection

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 probably don't need to know a seafarer's blood type for them to be able to apply so you'll probably 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:

screenshot showing the To Apply and To Hire check boxes

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:

screenshot showing the Data Templates page with the new entry

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:

screenshot of the data templates documents

To add an Alternative Document, click the three little 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:

screenshot showing an alternative document

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:

screenshot of Martide website showing where to click to edit a template

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 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:

screenshot showing the trash can icon

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 icon next to the template you want to copy:

screenshot showing the square icon

You will then see this pop-up box:

screenshot of the copy template pop-up box

Type the name of the template you want to create into the box. In our example we want to copy our Cargo Ships Lao template and use the same requirements for our Russian cargo ships. Click Save and you will be taken to your new template:

screenshot showing the cargo ships russia template

The template name has changed but all Personal Information, Documents, Ranks and Requirement Steps are the same as the Cargo Ships Lao 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.