Upload resumes/ CV to Workbook CRM from People HR using resume/ CV parser.
Upload resumes to Workbook CRM from People HR using resume parser. This is an automated process and needs one-time setting using Zapier. Once setting is done, the system works seamlessly and you will see all your resumes will be uploaded to Workbook CRM from People HR using resume parser. All fields will be filled with relevant values.
Step
1 : Candidate Zip Login Creation
|
Select People HR as Trigger
New Leaver
Triggers when an employee is marked as leaving the company using the Leaver Wizard on the employee overview screen.
New Starter
Triggers when a new employee is created within People using the New Starter option on the employee list
Save + Continue Based on option selected - set the rules and test it.
And Click Finish
Step 3: Choosing the Action App: CandidateZip
- Similar to the trigger app, now you have to choose the action app which is CandidateZip.
- Select CandidateZip action: Choose from the various options according to your needs:
- Parse Resume Basic
- Parse Resume Standard
- Parse Resume Detailed
- Parse Job Description
Know more about parsing options - Select CandidateZip Account: Connect your CandidateZip account.
- Set up CandidateZip Resume: Fill in the following fields:
- File to be parsed: Here the file which has to parse can be a doc, docx, pdf, RTF, txt type of file. Map the hydrated link of the file to be parsed. Eg: Attachment(exists but not shown)
- Filename with extension: Here the name along with the extension of the file has to be chosen. Eg: JohnDoe_CV.docx
Tip! You can do so by choosing from the list or typing in the search bar(shown on-click of the right icon, in-line with the textbox) - Send Test Resume to CandidateZip OR Skip Test:
(We recommend send test resume to CandidateZip to avoid any possible issues later.)
On a successful test, click Add a Step to add the target app, where you want to store extracted information.
Step 4 : Select Workbook CRM as your Action step
CREATE
Create Person
Creates a new person.
Create Sales Lead
Creates a new sales lead.
Create Organisation
Creates a new organisation.
Create Case
Creates a new case.
Create Task
Creates a new task.
SEARCH
Find A Person
Find a person. Optionally, create one if none are found.
Find An Organisation
Find an organisation. Optionally, create one if none are found.
Find A Sales Lead
Find a sales lead. Optionally, create one if none are found.
Map Workbook fields with CandidateZip fields like First name, Phone, Country, email, current employer, as per your parsing requirement
The fields you select will be filled accordingly
Finish this zap
Step 5: Final working
Once all steps done you just need to get file. Assign them to given lable which you selected at Step 2 while configuring People HR. And with in few minutes that attachment data will be inserted into your Workbook CRM.
Disclaimer
People HR, Workbook CRM, Zapier, and others are among the trademarks of respective companies. Other names and brands may be claimed as the property of others. Candidatezip doesn't own and represent any of these brands/trademarks.
Upload resumes/ CV to Workbook CRM from People HR using resume/ CV parser.
Upload resumes to Workbook CRM from People HR using resume parser. This is an automated process and needs one-time setting using Workato. Once setting is done, the system works seamlessly and you will see all your resumes will be uploaded to Workbook CRM from People HR using resume parser. All fields will be filled with relevant values.
Step
1 : Candidate Zip Login Creation
|
Step 3: Choosing the Action App: CandidateZip
- Similar to the trigger app, now you have to choose the action app which is CandidateZip.
- Select CandidateZip action: Choose from the various options according to your needs:
- Parse Resume Basic
- Parse Resume Standard
- Parse Resume Detailed
- Parse Job Description
Know more about parsing options - Select CandidateZip Account: Connect your CandidateZip account.
- Set up CandidateZip Resume: Fill in the following fields:
- File to be parsed: Here the file which has to parse can be a doc, docx, pdf, RTF, txt type of file. Map the hydrated link of the file to be parsed. Eg: Attachment(exists but not shown)
- Filename with extension: Here the name along with the extension of the file has to be chosen. Eg: JohnDoe_CV.docx
Tip! You can do so by choosing from the list or typing in the search bar(shown on-click of the right icon, in-line with the textbox) - Send Test Resume to CandidateZip OR Skip Test:
(We recommend send test resume to CandidateZip to avoid any possible issues later.)
On a successful test, click Add a Step to add the target app, where you want to store extracted information.
Step 5: Final working
Once all steps done you just need to get file. Assign them to given lable which you selected at Step 2 while configuring People HR. And with in few minutes that attachment data will be inserted into your Workbook CRM.
Disclaimer
People HR, Workbook CRM, Workato, and others are among the trademarks of respective companies. Other names and brands may be claimed as the property of others. Candidatezip doesn't own and represent any of these brands/trademarks.
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