Activating Unified Data Model for CSB - a complete beginners guide

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Overview

To activate UDM, you will need to:

1. Perform changes on all active job requisitions templates
2. Update RBP
3. Add values in Manage Data
4. Run two jobs
5. Activate UDM in Career Site Builder

1. Changes in Job Requisition Templates

Start by downloading all active job requisition templates.
In each template, include the following fields: sfstd_jobLocation_obj and sfstd_jobLocationShortFormat_obj.

Place both fields in the requisition, under location_obj.
You can use the following code as a starting point:

Job Location

 <field-definition id="sfstd_jobLocation_obj" type="object" required="true" custom="false" object-type="JobLocation" multiselect="true">
<field-label mime-type="text-plain"><![CDATA[Location for Posting]]></field-label>
 <field-label mime-type="text-plain" lang="en_US"><![CDATA[Location for Posting]]></field-label>
 <field-description><![CDATA[Location for Posting]]></field-description>
 <field-description lang="en_US"><![CDATA[Location for Posting]]></field-description>
 </field-definition>

Job Location Short Format

 <field-definition id="sfstd_jobLocationShortFormat_obj" type="object" required="false" custom="false" object-type="JobLocationShortFormat">
 <field-label><![CDATA[Location Formatting]]></field-label>
 <field-label lang="en_US"><![CDATA[Location Formatting]]></field-label>
 <field-description><![CDATA[]]></field-description>
 <field-description lang="en_US"><![CDATA[Location Formatting]]></field-description>
 </field-definition>

Next, let's permission these fields. I recommend using location_obj as a reference. 

Pro tip: use the "replace all" functionality of your .xml editor to permission the new fields quickly.

Find what:  <field refid="location_obj"/>

Replace with:  <field refid="location_obj"/> <field refid="sfstd_jobLocation_obj"/> <field refid="sfstd_jobLocationShortFormat_obj"/>

Permissions should be adapted to the implementation phase. If you already have a large number of open requisitions, you should consider leaving the two new fields temporarily editable in the requisition status approved. 

Repeat the previous steps for all active requisition templates, then upload them

Pro tip: keep in mind that the labels of objects can only be changed in provisioning, under Job Requisition System Field Labels .

2. Permissions

Under Manage Permission Roles - Manage MDF Recruiting Objects, permission the newly added objects:

Pro tip: run an RBP sync right after, to make sure you can edit these objects.

3. Maintaining values under Manage Data

You will need to create at least one record for both Job Location and Job Location Short Format

3.1. Job Location

Please remember that the "Location Name" in this object will be visible to the candidate as a search criteria. This gives you the opportunity to slightly rename locations in a way that is understandable for the candidate. 

For example, you might chose to map the foundation location "Berlin (1010-0001)" to the new location name "Berlin City Center" .

While attaching a FO is not mandatory, it is strongly recommended. This way, additional data such as Country, ZIP, Latitude and Longitude will populate the object. 

You will notice that Latitude and Longitude appear noneditable. The values will be populated automatically, upon saving.

3.2. Job Location Short Format and Job Location Long Format

You don't need to add Job Location Long Format in the requisition template. This object will appear automatically. 

Both  Job Location Short Format and Job Location Long Format can be used in the search tiles, to provide additional information to the candidate.

The job location fields determine what the candidate sees. In our example, the candidate will see BER (name) on top, followed by Adddress 1 | Zip at the bottom. Should you opt for "comma" as a separator, the candidate will see Adddress 1 , Zip

The same applies to Job Location Short Format.

Pro tip: once you added the initial value for all objects, you can use the Import/Export functionality to add more. You could theoretically bypass Manage Data entirely and opt for Import/Export. However, I find it simpler to add a reference value, export the file, then add more values in the csv using the initial value as a guidance. Remember to always set the encoding to UTF-8 when importing

4. Running one-time jobs

Start by running the Export Location Details of the Posted Job Requisitions to Create Job Location Generic Object Data job 

Once the job is complete, you have to associate at least one value for the newly created objects. This applies to all open and pre-approved job requisitions.

Perform this activity. Afterwards, run the job ReBuild Posted Job Requisition Search Index

Once this is done, the set-up on recruiting management side is complete. 

4. Activating UDM in Career Site Builder

Go to Career Site Builder -> Settings -> Site Configuration

Scroll to the bottom of the page. Switch the "Unified Data Model" button on and save.

Once UDM is enabled, the options in Career Site Builder will change slightly. We will cover this in more detail in our next blog post. 😀