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

2. Introductions Lauren Hoen Training Specialist Parris Vitela
Strategic Account Executive

3. 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.

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

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

6. Who is currently using Auto Match to find Candidates?

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

8. Auto Match Wizard

9. 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

10. 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.

11. Run Auto Match

12. 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

13. 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.

14. Run Auto Match

15. 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

16. 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.

17. Run Auto Match

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

19. 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

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

21. Run Auto Match

22. 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

23. Actions > Auto Match

24. Running an Auto Match
Pick your poison
Run the match

25. 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’

26. Add to Order
Select Candidates

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

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

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

31. 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

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

33. What can be done
In Order > Candidates?

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

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

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

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

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

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

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

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

43. 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.

44. 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.

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

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

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

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

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

51. 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!

52. 1.

53. 2.

54. 3.

55. 4. Tab off!!

56. 5.
PROTIP: If a message confirmation pulls on your screen, ALWAYS select ‘Yes’.

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

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

59. Creating and Ending Assignments

60. Who uses the Order > Candidates screen to place assignments?

61. Who uses the Assign New button to place assignments?

62. 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

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

64. New Assignment Wizards
Order > Candidates
Order > Summary

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

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

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

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

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

70. Questions