Forms TM Configuration quick guide
On top of configuring the forms for PCS/TA, you need to do the following to make forms work for Talent management.
- Enable the gate: tm_forms_gate for the group_id.
- When it comes to visibility checks for questions in forms, we need to rely on a combination of candidate_check and employee_check for it to not have any issues with Talent management, based on use case it could be altered as well per question basis.
This will be done in the Admin console > Feedback & Assessments > Forms Library (JSON).
- You need to add similar config from pcsx_base_config::form_center_config to career_hub_base_config::product_configs::employee::form_center_config (Employee partition) and can be further customised at tab levels for employee or TM use cases alone.
- Ensure common_forms_config has the logged_in_employee_check defined. Ensure your default_access_rules also has logged_in_employee_check added.
- You can add the config for controlling the actionable tasks count showing up in the my jobs task widget in the Career Hub Home page. You can control what custom statuses of forms need to be filtered to contribute to this count. This configuration is available in:
career_hub_base_config::product_config::employee::my_job_widget_config::forms::status_filters. The default status filters list is ['Requested', 'Edits requested']. - The templates used for sending emails via workflow automation for forms should avoid hard coded URLs to forms center like https://stage.eightfold.ai/careers/forms/center since the url for TM forms page is: https://stage.eightfold.ai/careerhub/forms/center, instead use the URL variable: {{formsAppBaseUrl}} which gives a string output of something of the form app.eightfold.ai/careerhub/forms . You can add the rest accordingly in the template.
Sample: https://{{formsAppBaseUrl}}/center.
Additional recommendations while making the forms work with Talent Management.
- We have to check the existing conditions and update wherever necessary if the initial configuration has been done only keeping PCS in mind.
- Since TM also uses common forms for this, we need to audit if already configured to ensure that there is no unintended behaviour.