TRAIN THE TRAINER: HOW TO TRAIN BOLD Allison

Allison Floeter Lauren Hoen Project Manager Lauren Hoen Sr. Product Trainer

What is Train the Trainer? High level overview Review recommended flow Best Practices Tips & Call outs How to use the system Detailed review of process Technical explanation

Planning Your Training Agenda Planning Your Training Key Learnings Review & Questions Allison

Planning Your Training Agenda Planning Your Training Key Learnings Review & Questions Activities Flow Review Application Key Concepts Allison

Planning Your Training Allison

Adult Learning Principles & Facilitating Tips Foster discussions Ask questions of the attendees Self-directed, goal-oriented Lifetime of knowledge & experience Want relevant and task-oriented training Feel & be respected Allison Adults are self-directed Adults bring a lifetime of knowledge and experience to training Adults are goal-oriented Adults want training to be relevant and task-oriented Adults learn when they are motivated to learn Adults like to be and feel respected Ask questions of the attendees Rephrase and repeat questions asked by attendees Foster discussions as time allows Provide continuous feedback Incorporate tasks or activities, provide continuous feedback Rephrase and repeat questions

Developing your Agenda Target Audience Trainee’s Workflow Training Method Allison

Key Learning: Overview, Layout & Dashboard Allison

Basic Navigation - Key Concepts Main menu Sub menu Basic user settings Universal Search Bar AVI is always there to help! Allison Main menu = key categories of records Sub menu = unique to each Main Menu Category Basic user settings are found in the Account & Settings Avatar The best place to search for a specific record is in the Universal Search Bar AVI is always there to help!

Main Menu

Sub Menus

Icons & Buttons

Universal Search

Avi

Dashboard

Flow of Basic Navigation myDashboard AVI Universal Search Icons Sub Menu Main Menu Logging In

Basic Navigation: Hands-On Practice Bookmark the sign-in page Add the Events Calendar and Today’s Events to myDashboard Update User Profile, upload a picture, set their Time Zone, and select notifications Add the Chrome Echo Plugin Subscribe to updates Bookmark the Avionté sign-in page Add the Events Calendar and Today’s Events to myDashboard Have users navigate to their User Profile and upload a picture, set their Time Zone, and select when they should be notified about application and job email Add the Chrome Echo Plugin to their Google Chrome browser. Have your Users subscribe to updates in the System Status Page

Key Learning: Advanced Search

Advanced Search - Key Concepts Location Search Terms Customizable Search Results Mass Actions Advanced Search is found in the Jobs, Talent and Companies Main Menu Tabs Advanced Search allows users to take the full ATS population and begin to narrow it down Talent Terms are how we can narrow down the results The Search Button must always be clicked The search results headers can be customized per user. Mass Actions allows for different functions to happen to multiple records at once

Location

Search Terms Use Talent Terms to narrow down the total ATS Population

Manage Search Terms Once Talent Terms are selected, they are managed here

Search Button Always click the magnifying glass when you are ready to run the search

Search Actions Save searches, view search history and make list of talent

Mass Actions Manage multiple talent at one time

Advanced Search- Activity Ideas Provide example searches Save the search Delete the search Determine Headers Run an example search Save a search and name it ‘Training’ Delete the Training search they just created Determine Headers of search results

Key Learning: Company & Contact

Company & Contact - Key Concepts Adding a new company Layout of the Company Page Departments, addresses and contacts Adding new Contacts Contact Page versus Company Page Recognize that Advanced Search is a part of this Main Menu Understand how to add a new company Get comfortable with the layout of the Company Page Know how departments, addresses and contacts relate to one another Get comfortable adding new Contacts Understand how the Contact Page relates to and differs from the Company Page

Add New Company

Left Panel

Profile Tabs

Departments

Addresses

Contacts

Contact Record

Company - Activity Ideas Create a new Company Add a WC Code to the Company Record Add an Activity Create a new office Create a new Company Add a WC Code to the Company Record Add an Activity about a cold call Create a new office Add a new contact and address to the office you created Navigate to the contact record, change the flag to green and add a header

Contact- Activity Ideas Add a new contact Navigate to a contact record Change the contact’s flag Create a new Company Add a WC Code to the Company Record Add an Activity about a cold call Create a new office Add a new contact and address to the office you created Navigate to the contact record, change the flag to green and add a header

Key Learning: Job & Job Posting

Job & Job Posting - Key Concepts Best place to create a job order Required fields Briefcase Icon = Job Screen Post a job to the Careers Page Recognize that Advanced Search is a part of this Main Menu Best place to create a job order is from the Contact Record In the new job fly-out, number notifications indicate required fields Briefcase Icon = Job Screen Understand how to successfully post a job to the Careers Page

Three Ways to Create Jobs 1. ‘Add New Job’ sub menu 2. Company Opportunity 3. Quick Actions on a Contact Record

1. “Add New Job” sub menu

2. Company Opportunity

3. Quick Actions on a Contact Record

Numbers = Requirements

Job: Basic Info Jobs Screen - Basic information

Job: Widgets Jobs Screen - Basic information

Job: Posting Post a Job to the Careers Page

Job & Job Posting: Hands-On Practice Create a new job Move the Job Posting widget Add a skill to the job Post the job to the Careers Page Create a new job Move the Job Posting widget to the top-right area of the Jobs Screen Add a skill to the job Post the job to the Careers Page

Key Learning: Applicant & Talent Management

Applicant & Talent Management - Key Concepts How to create talent records Layout of the talent page Updating talent status Many different ways to create talent records Get comfortable with the layout of the talent page. Know where a talent status can be updated

Talent Record Creation Talent Applies Manually Add Record Resume Parse Avionté Echo

Talent Applies Setup done by admin users Careers Page Many different application options Talent added here will flow directly into AviontéBOLD Setup done by admin users Careers Page Many different application options Talent added here will flow directly into AviontéBOLD

Manual Add Allows for creation of new talent Admin determine what is required

Resume Parse Once a resume is uploaded, the system will create a record based on that information Must be a text-based file

Avionté Echo Only works with Google Chrome Must add the browser extension Used with sites like LinkedIn or Indeed

Left & Right Panels

Profile Tabs

Profile Tabs Profile Tabs – Important

Onboarding

Applicant & Talent Management: Hands-On Practice Apply to posted job Manually add a new talent record Change the Talent status Change the Talent flag Apply to the job that you posted earlier Manually add a new talent record Change the Talent status to Active and the flag to Green Ensure GEO code is selected and if it is not, update it Set Quick Actions to your preference Log an activity about updating the employee’s profile Send an Onboarding Task

Applicant & Talent Management: Hands-On Practice Review/ update GEO code Set Quick Actions Log an activity Send an On-boarding Task

Key Learning: Candidate Management

Candidate Management - Key Concepts Candidates Page Different buckets Starting employees Quick assign talent

Why is Candidate Management Important? Complete internal visibility Ensures the best candidates are selected Ability to gather data through reporting

Navigate to Candidates

Job Record

Candidate Icon

Candidates Screen

Talent Search

Adding Candidates – Talent Search > Mass Pipeline Candidate Screen > Buckets

Candidates Screen – Pipelined Bucket

Candidates Screen – Nominated Bucket

Starting the Employee – Candidate Screen

Starting the Employee – Talent Record

Candidate Management: Hands-On Practice Run a saved search Select records from the search; mass pipeline the records Navigate to the Candidate Management screen Nominate a record Update to an active stage Start the talent Flow slide notes: Run a talent search and select appropriate records Mass Pipeline to the job created Navigate to job Explain the different buckets Move candidates from Pipelined to Nominate to Started Show how to quick start employees Run the search you named Training Select up to 15 records from the search and mass pipeline the records Navigate to the Candidate Management screen Nominate one of the 15 records Once nominated, update to an active stage Start the talent

Review & Questions

Learning Activity Hands-on practice Demonstrate knowledge

Review & Next Steps Planning Your Training Activities Key Learnings Revise Agenda Key Learnings Review Process Activities Build examples, modify activities Allison

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Questions?