CV & Letter Builder
The Process-Toolkit features many different types of element from which processes can be constructed. One of the more advanced elements is the free CV & letter builder. This one can be used to compose templates for documents, which candidates can fill with personal data and then download in PDF format.
A template defines the layout of the data and its visual design. 6 templates for CVs are available by default. From these a selection can be made from which candidates assigned to the process can choose. It is also possible to create new templates yourself, for CVs and for other types of document, such as motivation letters.
After adding a CV & letter builder element to a process, click the Template selection button. On the left you will see scaled-down versions of all available templates. Click a template to open it in full size on the right. At the top of the opened template you will see several icons: the plus sign sets it as selectable for the candidates, and the check mark even sets it as selected directly, which is to say the default choice. With the pencil you can edit the template if desired. Besides these there are a few supplementary element settings available, such as who may download the resulting documents.
When editing a template or creating a new one with the Add template button, you are redirected to the template builder. On this page you can enter a title and optionally a description, and flexibly compose a template in the style of your organisation.
Templates consist of horizontal rows, rows consist of vertical columns and columns consist of sections. Start with adding a row, by moving your cursor to the empty template and clicking Add row. A row appears, demarcated by a dashed line. Move your cursor to it and click Add column. A column appears within the row, with a width of 30%. Usually this isn’t the desired width, so go ahead and change this setting to something like 50% of 100% by clicking the gear icon. The other displayed icons are for moving and deleting the block, and lastly there’s the Add section button.
Sections are the most important parts of a template. Instead of positions, they determine content. A section comes with many settings, among which its type: text, image or list. Respective examples are the candidate’s name, a photo of the candidate and a list detailing work experience. A section consists of a header and – for text and list – text, which can be entered after clicking the section, and which may contain HTML code. By including variables you can specify where which personal data will be inserted.
A variable is a set of symbols starting with , like widget_1579620875943. When a candidate is assigned to the process, they will see an input field for every variable. A variable has a type and settings of its own, for specifying the expected type of input. As soon as a variable is added to a section, an extra icon appears to modify these. Click it to change the type from text to date or selection (multiple choice), or to add a help text, which will be shown in the input field as a means of suggestion or explanation.
From the perspective of a candidate the CV & letter builder isn’t about building templates, but about choosing a template from the selectable options and filling it with personal data. If the element was set so that the template can be switched by the candidate themselves, they should first click the Template selection button to tick their favourite template. Then they should go back and click Open.
The candidate will be redirected to the template filler, where they enter the requested data and upload the requested images on the left, switching off optional sections as desired. On the right they see the current state of the document, which is updated instantly. Finally, the result can be downloaded as PDF.