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

2. 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 s is a field on the Placement record.
* 1099 & C2C Consultants are not included

3. 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
Subject Line: Welcome to Your Workplace Revolution
Candidate Manager for Sense s is a field on the Placement record.
* Actual copy subject to change

4. 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
Subject Line: One Week Down
Candidate Manager for Sense is a field on the Placement record.
* Actual copy subject to change

5. 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
Subject Line: How are things going?
Candidate Manager for Sense s is a field on the Placement record.
* Actual copy subject to change

6. 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 s”.

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

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