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Boon Employer Account Setup Guide - Lite Tier
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Boon Customer Onboarding

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Account Setup

Current Referral Process

This information will help us to provide guidance and support for an effective launch strategy.

Launch Strategy Notes


Current Application Process

This information will help us to ensure the referral process connects with your traditional application flow as seamlessly as possible.

Referral Reward Structure

Describe the reward(s) being offered for internal referral hires.

What will be awarded?

When should the reward(s) be issued/paid? What threshold must be met?

Will this be a flat or dynamic reward structure?

Flat structure example: $2,500 for all referral hires
Dynamic structure example: A higher reward for jobs marked as ‘urgent.’

Does this include rewards for public referral hires?

If no, please indicate the reward(s) that will be offered for public referrals and when the reward(s) should be issued/paid.
If there are any dynamic factors to consider for public referrals, please list those also.
Note: We recommend offering a reward for public referrals. The reward is only due if the candidate is hired and stays for the set guarantee period.

Reward Payment Point of Contact

Which team members should be notified when referral rewards are due?
Full name
Title
Email
1
There are no rows in this table

Job Post Field Data

Boon Job Field Details

As long as each job Boon receives has a unique identifier (often a job ID):
Job post information received from imported data and/or 3rd party integrations will automatically override any default input settings. The default input settings will be applied if no data is received for a field. Default inputs are required for some fields but not all.
If an existing job is re-imported into Boon, the data from the newest import will be considered the source of truth. This will override any existing field values.
Below is a list of the job fields Boon offers.
Field
Details
Default
Default Required
Input Options
1
Job title*
Dynamic text input
-
No
Open
2
Location*
Zip code
Country*
Country is the only required location input.
(Organization’s HQ location is default)
Yes
Open
3
Description
Dynamic text input
-
No
Open
4
Skills
Multi-select Custom values permitted
-
No
Open
5
Function
Multi-select (up to 3)
-
No
Open
6
Industries*
Multi-select (up to 3)
(Organization’s industries are default)
Yes
Open
7
Experience Level
Single select
Mid-level
Yes
Open
8
Required Education*
“None” is an actual value.
None
Yes
Open
9
Urgency*
Single select
Normal
Yes
Open
10
Work Type*
Single select
Full-time
Yes
Open
11
Remote Work*
Single select
No
Yes
Open
12
Visibility*
Single select
Public
Yes
Open
13
Publish*
Single select
Publish
Yes
Open
14
Owner*
Single select
Job creator
Yes
Open
15
Followers
Multi-select
-
No
Open
16
Number of openings*
Numerical value of 1 or more
1
Yes
Open
There are no rows in this table
* = required field

Manually Importing Job Data

If you can easily copy and paste the job post field values you’d like to import, try downloading Boon’s bulk job import template. This is typically useful for smaller and more simple imports. For larger and comprehensive imports, field mapping may be required ().
(only needed if you are manually importing job content via a file)

Job Field Mapping

Custom fields can be imported but they will not be displayed on the general user side of the product. They will be displayed within the .
NOTE: It is not required to have an import field value for each of Boon’s job fields. Boon’s will automatically input values for many fields when jobs are imported.
Macro Job Field Mapping
1
Import Field
Boon Field
Custom Field
Notes
1
None
External Job ID

2
None
Job Title

3
None
Job Description

4
None
Job Location: Zip

5
None
Job Location: Country

6
None
Skills

7
None

8
None

9
None

10
None

11
None

12
None

13
None

14
None
Number of openings

15
None
Owner

16
None
Followers

There are no rows in this table
have a predefined list of values they can accept. Imported data that does not match these values exactly will not be imported unless it is mapped to a preset value within Boon.
If you are planning to import data for any of these fields, only values you are importing need to be mapped (to a Boon value). You do not need an equivalent value for every Boon field. Multiple imported field values can be mapped to the same Boon field value by .
If you aren’t planning to import data for any fields with predefined values, there is no need to do any further mapping. The will automatically input values for many fields when jobs are imported.

ATS Integration + Tracker Field Data

Boon Tracker Field Details

What is an opportunity?
An opportunity can be visualized as a single card/record within the tracker. It is a terms that includes both applications and referrals. This term is necessary because candidates can apply to openings without being referred. As a result, neither referral nor application fully covers the scope of what an opportunity can be.
Import and export statuses apply to manual imports and exports as well as integration data.
The import field statuses shown in this table pertain only to import permissions for tracker imports. It's important to note that tracker import protocols do not allow editing of opening details, such as job or department information. However, job import protocols do allow for this type of information to be added and edited.
Manual exports of ATS data will come in .

Boon Tracker Fields

Data Group
Field name
Exportable
Importable
Import Behavior
Notes
Opportunity Data
13
Opportunity ID
Yes
No
No Change
Date & time opportunity creation
No
No
No Change
Opportunity record type
No
No
No Change
Tracker stage
Yes
Yes
Update
Candidate email via referral provider
Yes
Yes
Append
Candidate phone via referral provider
Yes
Yes
Append
Candidate URL via referral provider
Yes
Yes
Append
Candidate file via referral provider
Yes
No
Append
Reward template ID
Yes
No
No Change
Shortlisted
Yes
Yes
Update
Notes
Yes
Yes
Append
Tags
Yes
Yes
Append
Opportunity URL
Yes
No
No Change
Opening Data
6
Opening name/title
Yes
No
No Change
Opening ID
No
No
No Change
Opening type
No
No
No Change
Opening URL
No
No
No Change
Opening location
Yes
No
No Change
External job ID
Yes
Yes
Update
Referral Provider Data
6
Referral user ID
No
No
No Change
Primary referral provider email
Yes
Yes
No Change
Primary referral provider name
Yes
Yes
Update
Primary referral provider message
Yes
Yes
No Change
Referral type
Yes
No
No Change
Referral provider groups
No
No
No Change
Candidate Data
7
Candidate name
Yes
Yes
Append
Candidate location
Yes
Yes
Append
Candidate email
Yes
Yes
Append
Candidate phone
Yes
Yes
Append
Message from candidate
Yes
Yes
Append
Candidate application URL
Yes
Yes
Append
Candidate application file
Yes
No
Append
Import Behavior
1
Exportable Field Values
1
Importable Field Values
1
Boon fields that are not supported by the ATS can often be shared through the ATS’s comment/notes field. Changes to these field values will be reflected as additional comments.

Tracker Stage Mapping

Import Stages
Boon Tracker Stages
1
New Referral
2
Applied
3
Interviewing
4
Hired
5
Declined (Candidate)
6
Passed (Employer)
There are no rows in this table
Custom interview stages are only available at the Business and Enterprise tiers.
Boon only supports up to 10 custom interview stages.



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