The Turtlehead Team is really impressed with the work that you’ve put into the project so far and they realize that they can store even more data in Yext, specifically Jobs, so that the information can later be featured in Answers and Pages. They are still using their ATS (Applicant Tracking System - in this case, Greenhouse) as the source of truth for the data and they plan to turn on the Yext/Greenhouse App Directory App to sync the data long term so that when they add new open positions to Greenhouse they are automatically synced to Yext
For now, you need to:
- Enable additional entity types in Yext
- Add some additional custom fields
- Do an initial upload of the data and save the upload configuration
- Add an entity template
- Folder the job entities
- Add a user with access to the Jobs folder from the Recruiting team
Enable the Job type in Yext and review the built-in fields that come with it so you’re familiar with its schema.
Check the jobs file that the Turtlehead team sent and review the fields to determine what kinds of fields you should create to store the data that they’re sending. For example, you should notice that they are providing Job Qualifications with rich text in markdown format, so you’ll definitely need to add a Rich Text field.
Update the fields on the Job Entity Type and create new custom fields. Fields should include:
In Core Information Section:
- Job Department,
c_jobDepartment, single-option select with Marketing, Finance, Operations, Restaurant Team, Culinary Creations, Legal, HR, and Other – (note: make sure you do NOT set this as multi-option select and make sure that you do NOT check off “Make it a List”)
In Job Details Section:
- Job Qualifications,
c_jobQualifications, Rich Text
c_benefits, Text List
- Associated FAQs,
c_associatedFAQs, Entity List, limited to just FAQs
In Media Section:
- Job Photo,
c_jobPhoto, Photo type
- Job Department,
All of the corporate jobs are at the Turtlehead Tacos headquarters so you want to create a location entity for that.
- First, you will need to enable the Location entity type (since you don’t want to make this a Restaurant).
- Then create the following entity:
Entity Type: Location Country: US Name: Turtlehead Tacos Headquarters Address: Address Line 1: 100 Congress Ave City: Austin State/Region: TX Postal Code: 78701 Phone: 800-415-5555 Entity ID: hq-1
Add an Entity Template called “New Jobs” that can be applied to all new jobs. Include the following fields:
- Job Photo field for a default photo for those entities without one: https://dynl.mktgcdn.com/p-sandbox/ikDP_y9n1CtAUdWjCg7AgZhcYm4XadTxjWzwKr4A84I/700x450.jpg
- Benefits field with the following items:
- Medical and Dental insurance plans
- Paid time off
- Personal development and career growth opportunities
- Fun social events
- Lots of taco eating
- Discounts on food and merchandise
- Free lunch on Mondays for your families
Upload the jobs file.
Make sure that for the Job Qualifications field is set to ‘Interpret as Markdown’ since you know the format in the file is markdown. This is an important thing to double check when you upload Rich Text.
The file doesn’t include a column for Entity Type or Country, which are required fields for all new entities. You should either:
- Add the columns to the file and fill in the value “Job” and “US” respectively
- Or, you can add Additional Fields on the Configure File step. (Don’t remember how Additional Fields work in upload? Head back to the Uploading Data Module for a refresher.)
Make sure to set it so that any New Entities apply the “New Jobs” template.
Save the Entity Upload Configuration as “Job File”
Folder just the jobs by the Job Department field. You can do this by:
- Select all Job entities from Entity Search page
- Click “More Actions > Folder Entities”.
- Update the “Structure Type” to be “Entity Type Specific” and click save
- Click into the Structure field to edit. Add a subfolder level under Jobs with the Job Department field.
- Click Save and Reorganize and then refresh the screen once complete.
Make sure you add the field type specified in the instructions? Some common mistakes include
- Adding a field of type Complex Photo, instead of Photo
- Adding a field of type single-option select instead of multi-option select, or vice versa
- Adding a field of type multiline text instead of single-line text, or vice versa
Double check the instructions and make sure you’re adding the right field type!
Detailsfor any successful upload in your history to view the Upload Summary page. From here, you can save the Upload Configuration by naming it in the Configuration Name field and clicking save. Fun fact - you can also do things like download the original file, download a summary of your changes, or download files for any category of changes.