Making Sense of Sense Phase 2 – Optional Workflows September, 2017

The Workflows (Phase II) Rollout: Sept, 2017 Event Audience From Dependency Conditions Schedule First Day Check-In W2 Consultants Candidate Manager for Sense Placement in Approved Status Start Date = today 5 pm CST, on Start Date 5 Day Check-In  Start Date + 5 days 9 am CST, 5 days after Start Date 30 Day Check-In Start Date + 30 days 9 am CST, 30 days after Start Date Candidate Manager for Sense Emails is a field on the Placement record. * 1099 & C2C Consultants are not included

First Day Check-In To: Nickname (If Nickname field is blank, will use First Name) From: Candidate Manager for Sense When: 5 pm CST on start date Email Subject Line: Welcome to Your Workplace Revolution Candidate Manager for Sense Emails is a field on the Placement record. * Actual copy subject to change

5 Day Check-In To: Nickname (If Nickname field is blank, will use First Name) From: Candidate Manager for Sense When: 9 am CST 5 days after start date Email Subject Line: One Week Down Candidate Manager for Sense is a field on the Placement record. * Actual copy subject to change

30 Day Check-In To: Nickname (If Nickname field is blank, will use First Name) From: Candidate Manager for Sense When: 9 am CST 30 days after start date Email Subject Line: How are things going? Candidate Manager for Sense Emails is a field on the Placement record. * Actual copy subject to change

Optional Workflows For the Producer who is fiercely on top of the staying-in-touch game The three Workflows in Phase 1 are not optional. Subsequent Phases (may) include optional workflows. By default, all candidates are opted in to all. To opt your candidates out of optional workflows, follow these easy steps: Candidate Record Edit tab Sense Optional Workflows? Change to No Click Save Remember: You cannot opt a candidate out of required workflows; only optional ones. There is no Opt Out from the Consultant’s point of view. Because these are not considered “mass emails”.

Candidate Manager has to Manage Sense does the bulk of the work, but the Candidate Manager has to Manage All survey responses are emailed to Candidate Manager for Sense All bouncebacks are emailed to Candidate Manager for Sense The Candidate Manager is responsible for taking the appropriate action Remember: The Candidate Manager field is on the PLACEMENT

Additional Questions? Scott@Vaco.com Marketing@Vaco.com IT@Vaco.com Sense-sational! Sept, 2017