Making Sense of Sense Phase 3 Feb, 2018.

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Presentation transcript:

Making Sense of Sense Phase 3 Feb, 2018

New Workflows (Phase III) Rollout: Feb 19, 2018 Event Optional or Req'd? Schedule Placement Status Grace Period (in case Placement Approved/Ended late) Audience From Dependency Job Notice #1 – Producer Notice Optional 9 am CST, 37 days before Scheduled End Date  Approved   Candidate Manager for Sense Sense Start date of 9/10/17 or later  Assignment End Date is at least 37 days out Job Ending Notice #1 10 am CST, 30 days before Scheduled End Date   W2 Consultants* Candidate Manager for Sense “  Job Notice #2 – Producer Notice  9 am CST, 14 days before Scheduled End Date  Approved   “ Job Ending Notice #2  9 am CST, 7 days before Scheduled End Date  ” Exit Survey Required  10 AM Day After Actual End Date  Completed   1 week Candidate Manager for Sense Emails is a field on the Placement record. * 1099 & C2C Consultants are not included

Job Notice #1 – Producer Notice To: Candidate Manger for Sense From: sensehqalert@vaco.com When: 9 am CST – 37 days before Scheduled End Date Email Subject Line: You have placements getting ready to end Optional – Will only receive if optional setting on candidate record is set to “yes” Candidate Manager for Sense Emails is a field on the Placement record. * Actual copy subject to change

Job Ending Notice #1 To: Nickname (If Nickname field is blank, will use First Name) From: Candidate Manager for Sense When: 9 am CST – 30 days before Scheduled End Date Email Subject Line: Your next job Optional – Will only receive if optional setting on candidate record is set to “yes” Candidate Manager for Sense Emails is a field on the Placement record. * Actual copy subject to change

Job Notice #2 – Producer Notice To: Candidate Manger for Sense From: sensehqalert@vaco.com When: 9 am CST – 14 days before Scheduled End Date Email Subject Line: Job Ending Reminder Optional – Will only receive if optional setting on candidate record is set to “yes” Candidate Manager for Sense Emails is a field on the Placement record. * Actual copy subject to change

Job Ending Notice #2 To: Nickname (If Nickname field is blank, will use First Name) From: Candidate Manager for Sense When: 9 am CST 7 days before Scheduled End Date Email Subject Line: Your next role Optional – Will only receive if optional setting on candidate record is set to “yes” Candidate Manager for Sense is a field on the Placement record. * Actual copy subject to change

Exit Survey To: Nickname (If Nickname field is blank, will use First Name) From: Candidate Manager for Sense When: 10 am CST on Actual End Date Email Subject Line: Vaco Exit Survey Required (Cannot opt out) Candidate Manager for Sense Emails is a field on the Placement record. * Actual copy subject to change

Optional Workflows Producers who are fiercely on top of the staying-in-touch game may want to opt out of participating in Sense To opt your candidates out of optional workflows, follow these easy steps: Candidate Record Edit tab Sense Optional Workflows? Change to No Click Save By default, all candidates are opted in. (Yes = Opted in.) You cannot opt a candidate out of required workflows; only optional ones. There is no Opt Out from the Consultant’s point of view. Why? Because these are not “mass emails”.

All Sense Workflows as of Feb, 2018 Event Optional or Req'd? Time Day Placement Status Grace Period (in case Placement Approved/ended late) Audience From Dependency 1 Welcome to Vaco message from Jerry Required 9 am CST 1 day before the Start Date Approved 60 hours (2.5 days) W2 Consultants & Direct Hires Jerry Bostelman   2 First Day Check-In Optional 5 pm CST On Start Date W2 Consultants Candidate Manager for Sense 3 5 Day Check-In 5 days after Start Date 4 30 Day Check-In 30 days after Start Date 5 Net Promoter Score (aka 45-Day Check-In with NPS Survey) 45 days after Start Date * Recurring every 90 days thereafter W2 Consultants & Direct Hires 6 Job Notice #1 - Producer Notice 37 days before Scheduled End Date Candidate Manager for Sense (Producer) Sense Start date of 9/10/17 or later  Assignment End Date is at least 37 days out 7 Job Ending Notice #1 30 days before Scheduled End Date " 8 Job Notice #2 - Producer Notice 14 days before Scheduled End Date 9 Job Ending Notice #2 7 days before Scheduled End Date 10 Exit Survey 10:00 AM Day After Actual End Date Completed 168 hours (7 days) n/a Happy Birthday On Birth Date Birth date entered in the Tax Info tab in BH. (Not the Edit tab.) Grace Period is in case the placement isn’t approved or ended on time. Candidate Manager for Sense Emails is a field on the Placement record.

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 Anchors all have logins to Sense website. Remember: The Candidate Manager field is on the PLACEMENT

Additional Questions? Scott@Vaco.com Marketing@Vaco.com IT@Vaco.com Sense-sational! Feb, 2018