Organization Setting Administration

Customize functions within your organization, change labels and create custom feedback questions

A 3DIQ administrator sets up your organization based on the preferences submitted for on-boarding. You have the ability to make updates to those preferences to meet your needs.

Access the Organizational Settings at app.3diq.com. Click the gear icon and select Organizational Settings. Click between the tabs to update the settings.

General Tab

This is an information only tab and is completed when your account is created. No updates are needed to this information.

Notifications tab

Here you can select who within your organization will receive view and feedback notifications. A description of each user type can be found here: User Type Settings in Bullhorn. We recommend leaving the Email Notifications setting to Disable. This ensures that all View and Feedback notifications are delivered.

Bullhorn Tab

Here you see your default mail client (Outlook or Gmail). You will also be able to customize the author of the notes that are written into Bullhorn, choose to have a candidate moved to "Client Rejected" status if a Thumbs Down feedback is given, and rename "Client Submission" to match what your workflow step is named, if needed.

Product Features are for clients using Client Connect you can turn on the Recruiting Activity (Pie Chart/Bar Graph) section for all jobs for a Job Owner or at the Individual Job level. To show the list of the candidates submitted to the job enable Candidate list in CC (Enabled by default). To give your client's the ability to add additional contacts permission to view a job 'Enable' the setting.

For clients using the Credentials funciton you can toggle on the ability to show the credentials documents. Toggle on the Show custom fields option to add custom fields into the Credentials Portal.

To select only certain candidate status that will be pulled into 3DIQ, toggle on the filter for Candidate Lists and select the status you would like to see. For custom statuses, please contact support@3diq.com.

Preferred Action Author is where you choose who's name will appear as the note author in Bullhorn. They are the same options as the link above for User Type Settings in Bullhorn.

Workflows is where you enable/disable moving the candidate to "Client Rejected" status if your client gives a Thumbs Down feedback response. You can also update the name "Client Submission" if you use different terminology for this step of the workflow. Toggle on/off to set the default to Display the Original resume for all jobs or Hide job titles for all jobs.

Labels Tab

Here you can customize the headings for many of the fields within 3DIQ to match your terminology or language.

If you are a Client Connect user, there is an option to show Job Notes at the Job Level in Client Connect. This is a free form field that can be used for any notes your would like your client to see when accessing their job in Client Connect. Job Notes are added or update at the Job level in 3DIQ.  See the Recruiting Activity and Job Notes for Client Connect article for how to add notes.

You can also change the the subject line that will auto-populate when the Client Submission email is generated using the listed variables.

Feedback Tab

Here you can change the default "Thumbs Up/Thumbs Down" question, remove default questions and add up to three custom questions. The standard default questions can be toggled off if you choose not to use them. All custom questions are open text boxes. 

To give clients the opportunity to give feedback more than one time per device, set the 'Show feedback box one tim per user' option to Allow leaving feedback more than once. 

Follow this link to learn more about Customizing Client Feedback

Brands Tab

Here you can upload a logo and customize the colors of the Header Bar, Skills, Certifications and Download PDF button.

Logo size and Logo Alignment allows you to adjust the size of the logo that will appear on each profile and determine where the logo will appear, Left, Center or Right. 

Organization Logo is where you will locate your logo file and add it to your orginaztion settings. 

Colors is where you will select the colors for a header bar (will appear behind your logo).  Select the colors for the skills and certifications tags as well as the download PDF button.

Tally is for clients using Client Connect with the Recruiting Activity feature enabled which displays either a pie chart or bar graph of all candidates and their Bullhorn status.

Brands is where you add your logo and customize the colors of the header, the skills and certifications tags and then Download PDF button.

You also have the option to add additional brands with separate logos and colors. You can customize each additional brand with the same options as the primary logo including field labels, feedback questions and users. Follow this link to learn more about Creating Multiple Brand Profiles.

Security

You have the ability to elect to add a password that your clients would need to enter in order to view resume links or candidates within Client Connect. **This is disabled as a default. It will set a password for anyone looking at a link must enter unless they have a verified Client Connect login**

Candidate Configuration is where you set the number of days the resume link will be available for view by your clients. This setting is the default for the entire organization but can be updated in the candidate profile if a different length of time is desired or to reactivate a resume link that has expired.

Be sure to click the 'Update' button to save the changes. 

For any additional questions about customizing your 3DIQ settings please contact 3DIQ Support.