1. TRAIN THE TRAINER: HOW TO TRAIN BOLD
Allison

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

3. 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

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

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

6. Planning Your Training
Allison

7. 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

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

9. Key Learning: Overview, Layout & Dashboard
Allison

10. 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!

11. Main Menu

12. Sub Menus

13. Icons & Buttons

14. Universal Search

15. Avi

16. Dashboard

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

18. 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
Add the Chrome Echo Plugin to their Google Chrome browser.
Have your Users subscribe to updates in the System Status Page

19. Key Learning: Advanced Search

20. 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

21. Location

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

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

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

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

26. Mass Actions
Manage multiple talent at one time

27. 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

28. Key Learning: Company & Contact

29. 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

30. Add New Company

31. Left Panel

32. Profile Tabs

33. Departments

34. Addresses

35. Contacts

38. Contact Record

39. 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

40. 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

41. Key Learning: Job & Job Posting

42. 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

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

44. 1. “Add New Job” sub menu

45. 2. Company Opportunity

46. 3. Quick Actions on a Contact Record

47. Numbers = Requirements

48. Job: Basic Info
Jobs Screen - Basic information

49. Job: Widgets
Jobs Screen - Basic information

50. Job: Posting
Post a Job to the Careers Page

51. 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

52. Key Learning: Applicant & Talent Management

53. 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

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

55. 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

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

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

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

59. Left & Right Panels

60. Profile Tabs

61. Profile Tabs
Profile Tabs – Important

62. Onboarding

64. 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

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

66. Key Learning: Candidate Management

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

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

69. Navigate to Candidates

70. Job Record

71. Candidate Icon

72. Candidates Screen

73. Talent Search

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

76. Candidates Screen – Pipelined Bucket

77. Candidates Screen – Nominated Bucket

78. Starting the Employee – Candidate Screen

79. Starting the Employee – Talent Record

80. 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

81. Review & Questions

82. Learning Activity
Hands-on practice
Demonstrate knowledge

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

84. THANK YOU FOR YOUR FEEDBACK!
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85. Questions?