SAP Knowledge Base Article - Public

2644290 - Updating Candidate Summary Display Options via Manage Templates - RCM

Symptom

How can we update the Candidate Summary Display Options for both Candidates and Applications workbench via Manage Templates feature?

Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental.

Environment

SAP SuccessFactors Recruiting Management

Resolution

  • Some of changes that can be done via Manage Template Feature is to update the Candidate Summary Display Options.
  • In order to enable Manage templates, please follow KB article 2157630 - Enabling Manage Templates in Recruiting.
  • To make the changes, please see steps below:
  1. Admin Center > Manage Templates
  2. Select either Candidate Profile or Job Application
  3. Select the template
  4. Under General Settings choose Candidate Summary Display Options:

2019-08-30_13-40-36.png

  1. Click to modify the options:

2019-08-30_13-40-57.png

  6. Here you can any existing options.

Notes:

  • It is very important to keep in mind this tool is extremely powerful. Modifications made to templates can have a direct impact on candidate experience, integrations, custom integrations, etc. Change should only be made by a qualified individual that is familiar with the configuration. 
  • Adding new columns to the Candidate Summary Display Options is not a dynamic change, the field added must to be made reportable. Otherwise, the information will not display or will show an invalid data. In order to make a custom field reportable. Refer to KB article 2081508 - Custom Reportable Recruiting Fields - Recruiting Management
  • The available display options will be limited to the fields declared inside the template is use. Basically, as a standard configuration, any information that cannot be found inside the template, won't be available to configured as a display option.

See Also

  • KB article 2157630 - Enabling Manage Templates in Recruiting
  • KB article 2246126 - Candidate-summary-display-options doesn’t show data on the applicants summary page / shows invalid data on the applicants summary page
  • KB article 2081508 - Custom Reportable Recruiting Fields

Keywords

Display Options, Candidate, Columns , KBA , LOD-SF-RCM-ADM , Admin Center, RBP, Permissions and Settings , How To

Product

SAP SuccessFactors Recruiting all versions