Recruitment Marketing Public

Platform configuration

This article provides a description of each configuration option within the Employee Connections platform settings, accessible by system administrators. Administrators can find the settings area by logging into the administrative platform and clicking on platform settings > configuration, in the left-hand menu. The configuration pages appear as tabs across the top of the page. If you are unsure about any of the configuration options within this area of platform settings, please contact the Customer Success team prior to making any changes. Any updates to these settings will impact your candidate-facing platform.

Logo

This section of the platform configuration determines the logos that appear on the platform and email notifications. Your implementation team will set up the logos for you - however, if you wish to change them in the future, you can do so by:

1. Clicking on 'Choose file' below to the relevant logo option
2. Select the logo image from your device
3. Click 'Save'

Images

The Employee Connections configuration supports 11 images that will appear on the candidate-facing platform:

• 1x Homepage hero banner image (recommended dimensions: 3000 x 1800px)
• 10x Platform images, that will appear on different pages (recommended dimensions: 800 x 480px)
  Note: the system will automatically re-size the images to fit within the designated space on the platform.

The pink image description provides an explanation of the area of the platform an image will display and includes:

• Homepage hero
• Navigation menu
• Discussions list hero
• Insiders list hero
• Live chats list
• Vacancies list
• Videos list
• Discussion page
• Live chat page
• Vacancy page
• Your discussions

Your implementation team will set up the images for you - however, if you wish to change them in the future, you can do so by:

1. Click on 'Choose file' below the pink image description
2. Select the image file from your device
3. Click 'Save'

Tip: Choose images with people in them, ideally real employees, to provide an authentic insight into your organisation's culture through photos.

Colours

The platform supports two colours for your candidate-facing platform. Your implementation team will set up the platform colours for you - however, if you wish to change them in the future, you can do so by:

1. Updating the primary and/or secondary colour hex codes
2. Click 'Save'

Font

The platform supports one font - the default is Source Sans Pro. If you wish to update the font, there are three options available:

• Source Sans Pro
• Open Sans
• Arial

Select the desired font from the drop-down, and click 'Save'.

Wording

In this section of platform settings, you can update the default text that appears on the candidate-facing platform. Broken down into pages and page sections, each item corresponds to a particular area of the platform. The wording options appear in the same order in settings, as they do on each page on the public platform. For example, to update the wording on the home page, click 'Views' under the pink 'Home page' header. The General section at the top of the home page configurations screen refers to the home page banner area on the platform, as this is at the top of the public platform home page. The default text for the General section title is: 'Find or get answers from employees' The default text for the General section subtitle is: 'Read and join discussions with employees' Your implementation team can assist in updating any platform wording as required, however, to update the text yourself:

1. Navigate to the correct page within the wordings area
2. Find the relevant section
3. Input your text (overriding the default)
4. Click the grey 'Save' button to the right

Other settings

This area of platform configuration contains multiple sections:

• Organisational information
• Platform personalisation (please don't edit this setting)
• Platform installations (please don't edit this setting)
• Categorisation and filters
• Apply now settings
• Questions settings
• Publish platform and change timezone

If you are unsure about any of the settings above, please contact the Customer Success team for assistance.

Organisational information

In this section, you can update:

• Organisation name
• Careers website URL
• Description (optional)
• Legal notices / Publication Director (optional)
• Data controller (optional)
• Data policy link (i.e. your privacy policy URL)

Your implementation team will configure the required settings for you, however, you can update these options in future by updating the field and then clicking 'Save'.

Platform personalisation

Please don't edit this setting - it is configured correctly by default.

Platform installations

Please don't edit this setting - your implementation team will configure this section as required.

Categorisation and filters

To access this setting, click on the blue 'Go' button. This area controls the insider profile categories, which candidates can use to filter and find insiders on your always-on platform. Your implementation team will configure the categories and options for you, however, you can update this setting if required. To add a new category group:

1. Click on the blue + icon next to the other category groups, which appear as tabs across the top of the page
2. Enter the category name, description (optional) and select the category group order
3. Click 'Save'

Note: up to 5 category groups are supported. To edit or remove an existing category group:

1. Click on the category name, which appears as a tab across the top of the page
2. Click on the pencil icon to the top right of the page (in line with the category group name, not the option name) to edit or the unpublish button to remove from public view
3. If editing, update the name, description and/or position order
4. Click 'Save'

To add a new option to a category group:

1. Click on the category name, which appears as a tab across the top of the page
2. Click on the blue + icon below the existing category options, on the left of the page
3. Enter the category option name
4. Click 'Save'

To edit or remove an existing option within a category group:

1. Click on the category name, which appears as a tab across the top of the page
2. Select the relevant category option
3. Click on the pencil icon to the top right of the page (in line with the option name, not the category group name) to edit or the bin icon to remove
4. If editing, update the name
5. Click 'Save'

To assign insiders to a specific category option:

1. Click on the relevant category name, which appears as a tab across the top of the page
2. Select the applicable category option, on the left of the page
3. Check the box against the relevant insider profile

Note: remember that insiders can also select relevant categories if they edit their profile, this doesn't need to be an administrator task.

Apply now settings

The apply now settings determine the URLs that sit behind the 'Apply now' call-to-action on the always-on platform, and the 'Apply now' call-to-action that displays for candidates following a live chat event. This URL will direct candidates to your careers site job search page, so they can find a suitable vacancy to apply to. These URLs can contain tracking codes to monitor the number of Employee Connections visitors that went on to view your careers site. Your implementation team will configure these settings for you. If you have an upcoming live chat event and would like to track specifically the candidates that viewed your careers site job search page following a live chat, please contact the Customer Success team for assistance.

Question settings

The question settings area will be configured by your implementation team and contains three sections:

• Blacklist management controls the keywords or categories that are blocked when a candidate includes them in their question. The Employee Connections platform comes with a pre-defined blacklist.
• FAQs are generic questions and answers that administrators can manage, in order to provide broad information to candidates on the Employee Connections platform. FAQs can also appear if candidates attempt to ask a similar question.
• Suggested questions are the automated questions insiders are asked when their profile is first validated.

If you have any questions about these settings, please contact the Customer Success team.

Publish platform and change timezone

Each platform can have one timezone, which will impact the time of your live chat events. You can amend the platform timezone in this setting, if necessary. Select the timezone from the drop-down list, then click save. Please leave the other settings as they are.