Managing your Candidate List: Temporary Staffing Lauren Hoen and Parris Vitela

Introductions Lauren Hoen Training Specialist Parris Vitela Strategic Account Executive

Goals Setting up the order for Success Using features of Avionté for efficiency Understanding full circle candidate management Provide you with PROTIPS that will help you become an Avionté Pro PROTIPS will be shown inside a Green Box, like the one shown here.

Agenda Setting up the order for Auto Match Running an Auto Match Candidates Sub-Menu Manual Add C-Status Assigning Employees Ending Assignments

Building your Candidate List Auto Match Setup Running an Auto Match Auto Match results page

Who is currently using Auto Match to find Candidates?

Auto Match Setup Order Skills Requirements Certifications Address PROTIP: Add the Skills, Requirements, Certifications sub menu items to your New DH Order Wizard.

Auto Match Wizard

Skills Skills are the Auto Match base Start by setting them up On the Employee On the Customer If required is checked, this will pull down into the Order Can also be setup on the Order

Setup on Order and Employee Check off that a skill is required to ensure that is pulls into the Auto Match. NOTE: Whichever skills are required on the customer level will pull down into the Order as shown here.

Run Auto Match

Requirements Add onto the Auto Match Setup the Required Sub-Menu On the Employee On the Customer If required is checked, this will pull down into the Order Can also be setup on the Order

Setup on Order and Employee Whatever is shown on Customer > Requirements will show on Order > Requirements. Can setup on an order by order basis as well.

Run Auto Match

Certifications Setup the Certifications Sub-Menu We will keep narrowing down the Auto Match results Setup the Certifications Sub-Menu On the Employee On the Customer This will pull down into the Order Can also be setup on the Order

Setup on Order and Employee Whatever is shown on Customer > Certifications will show on Order > Certifications. Can setup on an order by order basis as well.

Run Auto Match

Who has costumers that have more than one address on their customer record?

Address Search for people on a location basis Setup an Employee’s address Setup all Customer addresses If there is only one, it will automatically pull If there is more than one, you will have to select upon Order Placement You can then determine the radius at time of Auto Match

Setup on Order and Employee Can determine the correct address upon new order entry.

Run Auto Match

How do we run an Auto Match? Run Auto Match Check off the criteria you want to search by Select Auto Match from the drop-down Open the Actions Menu Navigate to the Order you are adding candidates to

Actions > Auto Match

Running an Auto Match Pick your poison Run the match

I ran the Auto Match, now what? At the results screen Check off the candidates that you would like to add Open the Action drop-down Select ‘Add Candidate to Current Order’

Add to Order Select Candidates

The Employees added from Auto Match will pull into Order > Candidates. Are Candidates, not Assignments.

Managing your Candidate List Order > Candidates Sub Menu C-Statuses Managing assignments

Who regularly uses the Order > Candidates screen for candidate management?

Other ways to add Candidates We just talked about Auto Match On the Candidates Sub-Menu (see next slide) Add Current Employee Employee Lookup Employees who apply to a job directly online will show on this list

PROTIP: Use the Add Current Employee button to quickly add the current Employee Record open in the system.

What can be done In Order > Candidates?

PROTIP: Use the ‘Select All’ check box to quickly select every candidate on the list.

After selecting a number of candidates, you can update their statuses on a mass basis using the Status drop-down.

Use the By Status drop down to filter the C-Status(es) to only show the selected statuses below.

PROTIP: On the Employee’s Record, generate a resume under your Actions Menu to email the Candidate’s resume to the client.

This section will quickly show you who has been placed on assignment and how many assignments are required total.

Here you can select a number of Candidates to perform the actions above on a mass basis.

This is how we will assign a candidate to this order.

These jump buttons will jump you to the Employee record directly.

Can view which Candidate’s have a resume on their record with the column on the right and the column on the left will pull up the candidate’s resume directly from this screen.

Your candidate status options in the system. Assigned Candidate Interviewed Offered On-line Applicant Refused-Cand Refused-Cust Removed Resume Sent Your candidate status options in the system. PROTIP: Update the C-Status list in Admin Tools to ensure the list reflects your candidate management process.

Shows the Employee’s status. PROTIP: Quickly change the E-Status that you see in this screen by using the Employee jump button.

A space to enter any notes that might pertain to the Candidate.

This contact information will pull directly from the Candidate’s Employee Record.

Will show who entered the Candidate onto this Candidate List and when that entry happened.

PROTIP: In Admin Tools, assign an email template to a C-Status to easily send out an email containing the information found in the above columns.

Now let’s talk about changing a C-Status Find the Employee in the Candidates sub-menu Open the C-Status drop-down Select the correct status Tab off Log a message with the prompted pop up Let’s see that in an example!

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4. Tab off!!

5. PROTIP: If a message confirmation pulls on your screen, ALWAYS select ‘Yes’.

Logging a Status Change Message All fields will automatically populate Can edit any of these fields Message Make this Message Link

After the message is logged, the status will be updated.

Creating and Ending Assignments

Who uses the Order > Candidates screen to place assignments?

Who uses the Assign New button to place assignments?

Two Ways to Assign Order > Candidates Order > Summary Use Blue Assign arrow PROTIP: Assigning from the Candidates screen is the quickest way to do so. Assign New Shortcut Actions Menu > Assign New

Where to Assign Order > Candidates Order > Summary 2. Shortcut 1. Blue Assign Arrow 2. Actions Menu

New Assignment Wizards Order > Candidates Order > Summary

New Assignment Wizard Navigate through fields Update information as needed Click finish

How to End Assignments Assignment > Detail End Date drop down Used to end one assignment at a time

PROTIP: Utilize End Order Assignment Order > Summary > Actions Menu Used to end multiple assignments on an order at one time

End Order Assignment Select date Select Reason Select Performance Check off Employees Click Finish

Review Setting up the order for Auto Match Running an Auto Match Candidates Sub-Menu Manual Add C-Status Assigning Employees Ending Assignments

Questions