This lesson explains how to build Agency Resumes.
Within Evolution we have a Resume type called “Agency CV”.
Agency CVs are different from the existing “Primary CVs” in that they distinguish the original CVs received from Candidates from those which you would typically create to send to clients. For example, you may place the CV in a document with a branded header and footer and remove personal contact information.
In Evolution therefore you can now have a “primary” CV alongside a “primary” Agency CV, the Agency CV being the one our templates will pick up first to send to clients, reverting to the original primary CV should an Agency CV not exist.
How to create an Agency CV
Agency CVs are now simple to build and can be done either in the Candidate record by clicking the “Create Agency CV” button in the Documents section of the Candidate record:
Or via the red X when sending CVs using the “Send Candidate CVs” option within the shortlist:
Formatting Agency CV’s
Agency CVs support 3 formats that you can choose from:
- Web Document (stored as an HTML document)
- Word Document (stored as a Word docx document)
When you click to create a new Agency CV, you will be presented with a popup window containing the plain text of the Candidate’s CV to openly edit and format how you wish. You can also apply a template to the CV information to format it to a pre-defined style.
To create new Agency CV templated formats, go to Tools > Customisation > Agency CV Templates:
In here you can create whatever format you wish, which for Web and PDF documents will generate a document exactly as presented.
For Word documents you have the option to “inject” the Agency CV template text directly into an existing Word document that, for example, has the branded header and footer included.
Word Document Agency CVs
The most common process for creating a professional Agency CV is that of a Word document so this section focuses on this process which is as follows:
Step 1
Create a blank Word document template with your branded header and footer included. This document must be a Microsoft Word docx document and the body of the document should be left blank as this is where the formatted template text will be injected. Example:
Step 2
Upload this to your Document Library by going to Tools > Collaboration > Document Library, selecting or creating a folder to upload the document to and dragging the new document into the library:
Step 3
Open the Candidate record and click the “Create Agency CV” button in the Documents section to open the editor. Edit the plain text, or select your Agency CV Template from the menu in the editor:
When you are happy with the content, select “Save As” to choose the format and name for the new Agency CV, select “Word Document” from the “Save As Type” list and then the Word template you want to inject it into from the “Word Template” list. Then click “Save”:
You will be notified that the Agency CV has been created and prompted to open that document immediately in Word in order to proof it and make any final changes:
Please note that the document is opened directly on the Tracker servers so all changes you make and save are saved directly to the new document in the Candidate record. There is no need to save locally and upload.
You can see the new document in the Document list showing that it is an Agency CV and that it is the current primary Agency CV. You can have as many Agency CV’s as you wish against a Candidate:
