User Guide. And other information to help you optimize your Jobs2web platform. Version b SuccessFactors, Inc. All rights reserved.

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1 User Guide And other information to help you optimize your Jobs2web platform Version b SuccessFactors, Inc. All rights reserved.

2 Table of Contents Table of Contents... 2 Jobs2web Introduction... 4 Overview of Jobs2web... 4 Jobs2web Workflow... 5 Understanding Referral Source... 7 Segments Engine Marketing Engine... 9 Self-Managed Passwords for Public Users Member Types Getting Started with Jobs2web How to use this guide Other Components of Marketed Jobs Accessing the Recruiting Dashboard Components of the Recruiting Dashboard Using the Recruiting Dashboard Home Tab Visitors Tab Members Tab Applicants Tab Jobs Tab Pages Tab TCM: Talent Community Marketing s Reports Tab Tools Miscellaneous Craigslist Posting a job into Craigslist Password Reset for Administrators Using Tell A Friend... Error! Bookmark not defined. Using Campaign Codes Using Jobs2web RSS Feeds SuccessFactors, Inc. All rights reserved. 2

3 Building Targeted RSS Feeds Overview Using Campaign Codes in RSS Feeds How Searching Works Individual Job Fields Used for Searching Keyword Searches Keyword Searches Using Boolean Operators Searches Using Phrases Searches Using Individual Search Fields Searches Using Multiple Search Fields Advanced Search Features Date Used Sort Process: Date vs. Relevancy Rows Filter Best Practices Talent Community and Systems Notifications SuccessFactors, Inc. All rights reserved. 3

4 Overview of Jobs2web Jobs2web Introduction Jobs2web helps recruiters automate and optimize Web 2.0 interaction. We have structured our solution into two parts so that our customers can immediately begin to benefit from their investment. Part 1. A Platform for core Web 2.0 compatibility, highly scalable technology to support ongoing job feeds, Talent Community subscription and management, the Recruiting Dashboard and Search Engine Optimization. Part 2. A set of add-on modules and recruiting packages that leverage the Platform s core components to drive Social Networking, Employee Referrals, Diversity, Hard to Fill, and other targeted initiatives. Interaction with the Jobs2web platform is divided into two user groups. Job seekers compose the largest segment, navigating through social networks, career sites, job boards, and Talent Landing Pages, which are managed by the Recruitment Marketing Platform (RMP). Client users can manage and view their data through the RMP Recruiting Dashboard. This guide focuses on both user groups interaction with the Jobs2web Recruitment Marketing Platform (RMP). This notepad graphic is used to alert you to important information that is important and/or has an impact on the use of the system SuccessFactors, Inc. All rights reserved. 4

5 Jobs2web Workflow 1. Jobs2web collects jobs from your career site and applies rules to prepare jobs for distribution and improved marketing. Jobs are collected and imported into the RMP on a nightly basis. Please consult with your primary Jobs2web contact to determine the schedule of job collection. 2. Jobs collected in Step 1 are processed through a custom rules engine configured for each client, which segments jobs into pre-defined categories and SEO locations that enhance reporting and marketing through different channels. Job description, location and title are used to place the job on Talent Landing Pages, which are used to attract and engage job seekers. Once jobs have been processed, Jobs2web distributes jobs through multiple channels that include, but are not limited to: Social Networks, Job Aggregators, Job Boards, Search Engines and Talent Landing Pages. 3. Job content from Step 3 can be easily found by job seekers using their preferred media, which can include s, RSS feeds, job listings, pay per click listings, and many more. From these media, job seekers are drawn into the Jobs2web platform, which provides unified marketing and data tracking SuccessFactors, Inc. All rights reserved. 5

6 4. Job Seekers are presented with targeted content based on their job interest and can join your private Talent Community, share information with friends, or apply directly to the job in your company s Applicant Tracking System (ATS). 5. Job Seekers are effortlessly transferred from the Jobs2web platform to your company s ATS system, where they can apply to jobs. Immediately afterward, they are tracked via the hiring process. Final Step Measure Throughout the five steps above, Jobs2web is continually capturing data and relating it to the metrics that are most important to your recruiting efforts as well as source effectiveness. System Requirement: A Job Seeker s computer must have cookies enabled in order to capture tracking information. If cookies are disabled, the Job Seeker s information is not captured SuccessFactors, Inc. All rights reserved. 6

7 Understanding Referral Source Jobs2web optimizes your interactive recruiting strategy by driving candidates directly to your organization s career site, bypassing the need to promote open positions on job boards. The Jobs2web Recruiting Dashboard allows you to view subscribers, members and applicants by source. As Job Seekers interact with the RMP through s, links, and web pages, Jobs2web s advanced source engine tracks the source of traffic and segments the data into comprehensible source categories. Traffic is then separated into major Types and Engines. When applicable, the actual source information and campaign data is also presented. The scenario below takes place for each visitor, new member and applicant: The Jobs2Web RMP presents job data through internet marketing channels. This example will focus on jobs found on a search engine. Job Seeker does a search on Google for Accounting Jobs in Minneapolis. User finds a link to Accounting Jobs for the client on the Jobs2Web RMP and navigates to the site. 1. RMP captures the visitor source as Google.com and Keywords Accounting Jobs in Minneapolis 2. RMP categorizes the visitor source as Type Search Engine and Engine Google 3. RMP associates the Keywords and Source data with the visitor and appropriate job data. The Jobs2Web RMP presents job data through internet marketing channels. This example will focus on jobs found on a job aggregator. Job Seeker does a search on juju for Accounting Jobs in Minneapolis. User finds a link to Accounting Jobs for the client posted from the Jobs2Web RMP and navigates to the site. 1. RMP captures the visitor source as juju.com and Keywords Accounting Jobs in Minneapolis 2. RMP categorizes the visitor source as Type Job Aggregator and Engine juju 3. RMP associates the Keywords and Source data with the visitor and appropriate job data SuccessFactors, Inc. All rights reserved. 7

8 Recruitment Marketing Platform (RMP) Page Types The Jobs2web RMP has five primary page types: Home Content Category Job Keyword Product Page Type Examples: Page Type Example Home Company Description Tabbed Menu Map Strategy Support SEO Job Search Social Network Join Individual Social Network Top Job Search Campus with Jobs Campus without Jobs Events Recruiter Page Content Content TLP Group Content TLP TLP TLP Job Search Join Join Key TLP Content Content TLP Nalco Atterro HCR ManorCare CGI Informatica Jos. A. Bank GoodLife CGI Syngenta GoodLife CACIGates Foundation LDI CACI ATK CGIChristiana Care Best Buy Henry Ford Dow Agro Equinox Microsoft Taco Bell Microsoft CACI Bon Secours Sodexo Coming Coming Coming Microsoft 1 Microsoft SuccessFactors, Inc. All rights reserved. 8

9 Mobile Content Page Business Card Content Business Card Coming Almost any client Segments Engine The Jobs2web Segments Engine is a standardized function developed by Jobs2web to help categorize and track information related to jobs, visitors, and members. 1. Source Categorizes the source of visitors and members into Types and Engines based on a defined set of rules in the RMP. 2. Job Logically sifts jobs into both primary and secondary groups based on commonly used keywords, which can be used to present and analyze results based on job groupings. 3. Location Associates job locations with optimized Search Engine Markets. This helps visitors find jobs that are close to, but not necessarily within, a large, popular market. Marketing Engine The Jobs2web Marketing Engine sends out many different kinds of s. 1. Welcome When a new member is added to the system, the welcome invites the member to sign up for ed job updates. Welcome s are used in conjunction with Referral Marketing and Re-recruiting. This is a configurable option and can be overridden when adding a new member manually in the Recruiting Dashboard TM. If locales are used, the Welcome will be sent in the locale the member has indicated. 2. Request Password When a member requests to change his or her password, the system generates an with a one-time password reset key. Please see below for public user password composition rules. If locales are used, these s will be sent in the locale the member has indicated. 3. Agent Sent to individuals when they join the Talent Community and are manually entered in the Recruiting Dashboard TM as a Subscriber. These s contain a list of jobs relevant to that Job Seeker. If locales are used, agent s will be sent in the locale the member has indicated. These s can be customized. Agent s are sent on a regular schedule, based on user preference. The default sends s every seven days. 4. Referral Used for the Jobs2web Employee Referral Marketing product to send jobs to your current employees.. Attached to these s are job links that contain a tracking mechanism, which allows the RMP to track which employee forwarded the to the new member or applicant. Referral s are sent at a frequency specified by the user, the same as agent s. The default frequency is seven days SuccessFactors, Inc. All rights reserved. 9

10 5. Mobile Apply When a candidate begins applying to a job on a mobile device, an is sent with a link to the job encouraging the candidate to apply on a full-scale device for a better ATS experience. 6. Re-recruiting Used for the Jobs2web Re-recruiting product to market to past applicants, who are loaded into the RMP. 7. Text2Apply Contains a grouping of s that are used with the Jobs2web Text2Apply product. Self-Managed Passwords for Public Users The password process for our public users is fully self-managed. Existing users only have to click the Forgot password? link to receive a password reset link. The following rules apply for password resets: 1. The link in the Password Reset is only valid for 72 hours. If the user does not change their password within that timeframe, the request will become invalid. However, the user may click Forgot password? again to receive another Password Reset Password length is a minimum of 6 characters and a maximum of 20 characters. 3. Password composition allows alphanumeric and special characters; white space is not allowed. 4. Passwords must contain at least one numeric or special character. 5. Passwords are case sensitive. 6. Passwords will allow up to 3 consecutive repeating characters. 7. Double entry of passwords is required. 8. Passwords do not expire. Member Types Members are defined as the individuals who are part of your Talent Community. They are not users of the Recruiting Dashboard. 1. Subscriber Visitors who have signed up through the subscribe function, filled out the business card during the apply process, or have been manually loaded into the RMP. 2. Employee Current employees that have been loaded into the RMP as a part of the Employee Referral Marketing product or have signed up using an employee specific Talent Community join page. Employees are ed jobs that contain a tracking parameter in the URL, allowing the RMP to track when an employee shares a job with their network, and whether or not this resulted in a referred subscriber SuccessFactors, Inc. All rights reserved. 10

11 3. Past Applicant Past applicants that have been loaded into the RMP as part of the Rerecruiting product. 4. Text2Apply Visitors that have signed up via SMS through the Text2Apply product SuccessFactors, Inc. All rights reserved. 11

12 Getting Started with Jobs2web Other Components of Marketed Jobs RSS Feed Real Simple Syndication (RSS) is an Internet standard technology designed to share new headlines and content. Jobs2web automatically creates RSS feeds so clients and users can share and manage updated jobs based on specific areas of interest. Jobs2web RSS feeds are commonly used to publish updated jobs to social networks and personal RSS readers. Each Talent Landing Page contains icons and links that can be used to quickly capture the RSS feed and publish it to the user s channel. AddThis (Social Sharing Tool) AddThis is a powerful Internet technology. It allows the user to easily share a page link (accompanied by a personal note, if desired) via instant messenger, , bookmarks, social networks, and blogs. Job Seekers will have the ability to forward the link from a Talent Landing Page and Job Page through Tell a Friend. AddThis is the standard RMP social sharing tool. You can choose alternate social sharing applications that may be different than what is documented in this guide SuccessFactors, Inc. All rights reserved. 12

13 Accessing the Recruiting Dashboard 1. Type the URL into the address field of a browser. It is recommended that you add the URL to bookmarks or favorites in your browser. The login screen will appear in the browser. Login Screen 2. Enter address and password. a. Note: If you fail a login attempt three times within 24 hours, you will be locked out of your account and will need to reset your password. 3. Select login. 4. Select site- If a user s account is associated with multiple sites, they will choose the site they wish to access from a drop-down menu SuccessFactors, Inc. All rights reserved. 13

14 Components of the Recruiting Dashboard The Recruiting Dashboard is divided into 9 primary areas. The graphic below shows the top navigation tab from the Recruiting Dashboard. Recruiting Dashboard Navigation Tabs 1. Home Displays a quick snapshot of activity within the Jobs2web platform. 2. Visitors Displays information related to individuals who have visited pages that are managed with the Jobs2web platform. 3. Members Displays information related to individuals who have become members by applying to a job or joining your Talent Community. 4. Applicants Displays information related to individuals that have started the apply process through the Jobs2web platform. 5. Jobs Displays information related to jobs being managed by the Jobs2web platform. 6. Pages Displays ranking information for Search Engine Optimized pages managed with the Jobs2web platform. 7. TCM (Optional) Setup and Displays informational related to Talent Community Marketing (TCM) s. Allows you to create and send communications to targeted members of your Talent Community. 8. Reports Provides access to reports and data managed by the Jobs2web platform. 9. Tools Allows you to configure the Jobs2web Recruiting Dashboard and view training content SuccessFactors, Inc. All rights reserved. 14

15 Printing Information from the Recruiting Dashboard 1. Jobs2web allows you to select and export one or more graphs from the Recruiting Dashboard. Certain users may not be able to view the export symbol because of their assigned role in the Recruiting Dashboard. a. Selecting the export symbol next to the graph will present you with options. Symbols are located in the upper right hand corner of the graph. Example Graph and Export Symbol b. Export Option Presents you with multiple options to export your selected reports. i. Export Image Downloads the selected graph as a graphic file. ii. Export PDF Downloads the selected graph as a PDF file. iii. Add to Report Adds the selection to a grouping of other selections that are later combined into a single export file. iv. Review/Export Report Downloads the selected reports as a PDF file. c. Report Editor - Allows you to edit individual pieces of information associated with each report. You can also download the results in a PDF format. i. Edit Page An option presented with each report in the grouping. It allows you to update the title, description, and notes for the selected graph. You can cancel or save your changes. ii. Clear Report Removes specified graphs from the selection. iii. Download Report PDF Downloads the selected graphs and their associated data as a PDF file. iv. Close Report Editor Closes the current screen used to present the selected graphs SuccessFactors, Inc. All rights reserved. 15

16 Using the Recruiting Dashboard Home Tab The reporting elements of the Recruiting Dashboard are divided into seven primary areas. The graphic below shows the top navigation tab from the Recruiting Dashboard. Recruiting Dashboard Navigation Tabs 1. Home Displays a quick snapshot of activity within the Jobs2web platform. a. Totals Bar Displays a quick snapshot of the key totals, updated once per day: i. Jobs: Total number of active jobs. ii. Visitors MTD: Total number of visitors during the current month. iii. Members: Total number of members in the Talent Community. iv. Applies: Total number of Jobs2web applies. v. s per Day: Average number of agent s sent per day over the last 30 days. vi. Return Applies: Total number of Talent Community members that have started an application at least 1 day after joining your Talent Community. b. Search Your Talent Community Provides a means to quickly search your Talent Community (members). i. The search field allows you to enter a query and perform a search against members. Search will run the report. ii. My Saved Searches Will display any searches you have saved. Will not show shared searches. c. Sourcing Report Insight Driven Recruiting is a click away with the Source Report. Leveraging the power of Jobs2web s Advanced Analytics Engine, this report helps you visualize key sourcing data and trends. i. Run Report button will open the report. d. Rotating Charts Show a rotating chart view. Clicking on the chart will stop the rotation. i. Visitors (Pie Chart) Displays the total number of visitors on your RMP Talent Landing Pages on a month-to-date timeframe. 1. Only the top 10 sources are displayed. Visitors not in the top 10 sources will be aggregated into the Other category. ii. Talent Community (Area Chart) Displays the total number of visitors that have either subscribed to the Talent Community or applied to a job. iii. Jobs (Area Chart) Displays the total number of active jobs. e. Explore More Features Information on new features and links to areas to explore in the Recruiting Dashboard SuccessFactors, Inc. All rights reserved. 16

17 Visitors Tab Displays information related to individuals that have visited pages managed by the Jobs2web platform. Visitors Tabs 1. Search Along with the report elements below, the Visitors tab displays a list view of visitors based on user-selected filters. a. Filters i. Visit Date Displays a predefined set of date ranges that you can select. Dates are based on the day the visitor was captured in the RMP. ii. Start and End Displays the predefined set of date ranges from the period filter. It also allows you to enter a custom range. iii. Referrer Type Selectable filter for narrowing the result set to a specific source grouping/type. This list contains only actively used types in alphabetical order. iv. Referrer Engine Selectable filter for narrowing the result set to a specific source. This list contains only actively used types in alphabetical order. v. Country A drop-down field that displays a pre-defined set of countries. Used to filter on the associated country from the visitor s IP address. vi. Keyword A free form field that can filter results based on keywords visitors use when searching. These keywords are tracked in the RMP when the visitor lands on the page. vii. Source A free form field that filters based on the actual source URL of the visitor. Entering a portion of the URL will filter the result set. viii. Campaign A free form field that filters results on the campaign codes used by your organization.. b. Report Elements i. Date Displays the date and time that the individual was tracked in the RMP. Dates are based on the day the visitor was captured in the RMP, and times are displayed in the Central Time zone. ii. Keyword Words that the individual typed in when searching an aggregator or search engine. iii. Type Sources categorized by RMP based on the custom rules engine. iv. Engine Subcategory of Type that lists the actual referring source categorized by the RMP. Clicking on this engine element will bring you to the source of and display the actual page the visitor was on when he or she was navigating to the RMP. Results presented will vary depending on the Engine and keywords used SuccessFactors, Inc. All rights reserved. 17

18 v. Source URL the visitor came from. It is tagged when the visitor lands on the RMP page. vi. Campaign Custom code that can be tracked in the referring URL from the RMP. The maximum campaign length captured is 100 characters. vii. Landing The page the visitor first landed on in the RMP. Clicking on the page will bring you to the actual page the visitor landed on. viii. Country The country that is associated with the visitor s IP address. 2. Overview - Displays the percent of visitors by Type and Engine, and also shows the cumulative visitors by day, week, or month. The chart font size can be increased or decreased using the Font Size + or - selections in the page footer area. This report uses the power of Advanced Analytics and can use date from 2010 onward for reporting. The Date Range drop down selection has been updated to reflect this. a. Filters i. Date Range Displays a predefined set of date ranges that you can select. The dates are based on the day the visitor was captured in the RMP. ii. Start and End Displays the predefined set of date ranges from the period filter. It also allows you to enter a custom range. iii. Referrer Type A selectable filter for narrowing the result set to a specific source grouping/type. This list contains only actively used types in alphabetical order. iv. Referrer Engine A selectable filter for narrowing the result set to a specific source. This list contains only actively used types in alphabetical order. v. Country A drop-down field that displays a pre-defined set of countries. This is used to filter on the associated country from the visitor s IP address. vi. Region/State A drop-down field that filters by region or state. b. Source of Visitor (Pie Chart) i. Displays the percent of visitors by Source Engine for the filter set. ii. Only the top 10 sources are displayed. Visitors who are not in the top 10 sources will be aggregated into the Other category. c. Types of Searches (Pie Chart) i. Displays the percent of visitors-by-type for the filter set. ii. Only the top 10 sources are displayed. Visitors who are not in the top 10 sources will be aggregated into the Other category. d. Inbound Candidate Traffic (Vertical Bar Chart) i. Displays the total number of visitors for the selected report criteria from the Date Interval filter and timeframe. 3. Map - Displays a world map, as well as corresponding geographies with the visitor count. a. Filters i. Visit Date Displays a predefined set of date ranges that you can select. The dates are based on the day the visitor was captured in the RMP. ii. Start and End Displays the predefined set of date ranges from the period filter, and also allows you to enter your own range SuccessFactors, Inc. All rights reserved. 18

19 iii. Segment Category The primary category for the job, as defined by the RMP Jobs Segment Engine. iv. Segment Subcategory Subcategory for the primary job category, as defined by the RMP Jobs Segment Engine. v. Keyword A free form field used to filter keywords that are tracked by the RMP when a visitor lands on a page. b. Interacting with the Map When viewing the map, hovering over specific sections of the legend on the right will highlight the countries with the corresponding visitor counts. By clicking on a country, you can view more detailed counts by state/region and can further drill down to more specific counts by city within the state/region. Visitor counts by location are based on the availability of the visitor s IP address and accuracy of their network provider. Because of this, counts on the Visitors Map may be different than counts on other reports. The map is indented to provide an overview and give you a general idea where visitors are located. 4. By Day & Time Displays the count of visitors by the day of the week and time of day. a. Filters i. Visit Date Displays a predefined set of date ranges that you can select. The dates are based on the day the visitor was captured in the RMP. ii. Start and End Displays the predefined set of date ranges from the period filter, and also allows you to enter a customizable range. iii. Referrer Type A selectable filter for narrowing the result set to a specific source grouping/type. This list contains only actively used types in alphabetical order. iv. Referrer Engine A selectable filter for narrowing the result set to a specific source. This list contains only actively used types in alphabetical order. v. Category Primary category for the job, as defined by the RMP Jobs Segment Engine. vi. Keyword A free form field to filter keywords that have been tracked in the RMP when visitors land on pages. vii. Country A drop-down field that displays a pre-defined set of countries. It is used to filter the associated country from the visitor s IP address. b. Visitors by Day of Week (Vertical Bar Chart) Displays the total count of visitors for each day based on the selected filter criteria. c. Visitors by Time of Day (Central Time) (Vertical Bar Chart) Displays the total count of visitors segmented by the 24 hours in a day. 5. Segments - Displays the visitor count by job category. RMP uses keywords entered in search engine or aggregator searches and applies rules of the Job Segments Engine to determine the appropriate category and sub category of the search. Only visitors who have used a keyword that can be captured will be displayed in the result set. The chart font size 2012 SuccessFactors, Inc. All rights reserved. 19

20 can be increased or decreased using the Font Size + or - selections in the page footer area. a. Filters i. Visit Date Displays a predefined set of date ranges which you can select. Dates are based on the day the visitor was captured in the RMP. ii. Start and End Displays the predefined set of date ranges from the period filter and also allows you to enter your own range. iii. Referrer Type A selectable filter for narrowing the result set to a specific source grouping/type. This list contains only actively used types in alphabetical order. iv. Referrer Engine A selectable filter for narrowing the result set to a specific source. This list contains only actively used types in alphabetical order. v. Keyword A free-form field to filter keywords that have been tracked in the RMP when the visitor landed on the page. vi. Country A drop-down field that displays a pre-defined set of countries. This is used to filter the associated country from the visitor s IP address. b. Chart 1 (Horizontal Bar Chart) Displays the count of visitors searching for jobs in each RMP job segment category, based on the filter set. i. Clicking on an individual bar in the chart will display the sub categories for the selected segment in the second chart. ii. Selecting the Data Grid tab for the chart will list each job category with the corresponding visitor count, as well as the percentage of the total count for the filter set. c. Chart 2 (Pie Chart) Displays the count and percentage of visitors searching for jobs in each RMP job segment category, based on the selected primary category from the first chart. i. Selecting the Data Grid tab for the chart will list each job category with the corresponding visitor count and percentage of the total count for the filter set. 6. Mobile Traffic Overview - Displays the percent of mobile visitors by Type and Engine, and also shows the cumulative visitors by day, week, or month. The chart font size can be increased or decreased using the Font Size + or - selections in the page footer area. This report uses the power of Advanced Analytics and can use date from 2010 and later for reporting purposes. The Date Range drop down selection has been updated to reflect this. a. Filters i. Date Range Displays a predefined set of date ranges that you can select. The dates are based on the day the visitor was captured in the RMP. ii. Start and End Displays the predefined set of date ranges from the period filter. It also allows you to enter a custom range. iii. Referrer Type A selectable filter for narrowing the result set to a specific source grouping/type. This list contains only actively used types in alphabetical order. iv. Referrer Engine A selectable filter for narrowing the result set to a specific source. This list contains only actively used types in alphabetical order SuccessFactors, Inc. All rights reserved. 20

21 v. Country A drop-down field that displays a pre-defined set of countries. This is used to filter on the associated country from the visitor s IP address. vi. Region/State A drop-down field that filters by region or state. vii. Campaign A text field that allows a client to enter a campaign code to track mobile traffic by campaign. b. Source of Visitor (Pie Chart) i. Displays the percent of mobile visitors by Source Engine for the filter set. ii. Only the top 10 sources are displayed. Visitors who are not in the top 10 sources will be aggregated into the Other category. c. Types of Searches (Pie Chart) i. Displays the percent of mobile visitors-by-type for the filter set. ii. Only the top 10 sources are displayed. Visitors who are not in the top 10 sources will be aggregated into the Other category. d. Inbound Candidate Traffic (Vertical Bar Chart) i. % Mobile Traffic view displays the percentage of total traffic that comes from mobile visitors for the date range defined by filters. ii. Mobile Traffic view displays the number of mobile visits for the date range defined by filters SuccessFactors, Inc. All rights reserved. 21

22 Members Tab Displays information related to individuals who have become members by applying to a job or joining a Talent Community. Members Tabs 1. Search Displays a detailed listing of candidates focused on the individual member and their source data. Clicking on the Export to Excel link will export the data from the report into your Excel application. Allows advanced search queries and reporting on member details. This area allows the use of Solr searches for filtering data. This advanced search is fast and provides flexibility. We can now support Keyword, Boolean, Phrases, Individual, Multiple, and Advanced searches (further details and best practices are described in a separate section). You can use keywords to search within in one or more fields. To use a specific field use the appropriate Search Field name described in the tables below. Keyword Example: title:sales. In this example title: is instructing the search engine to only search in the field Job Title for the keyword sales. No spaces should be entered between field declaration and keyword. Operators: OR Links two keywords together and returns the result set when the search engine finds a match on either of the keywords. AND Links both keywords together and returns the result set when the search engine finds a match to both keywords. NOTE - The search engine does not return results when the keyword following NOT is found in the job record. The NOT operator must be used in conjunction with other operators. Using the NOT operator by itself will not return any results. a. Create New Search- Allows the user to build and save custom search queries. User can choose between creating a new form builder search and a new search bar search. The former uses a library of pre-defined syntax and filters, the other is a more advanced search that requires directly entered syntax. i. Fiter Type Switch to - Toggles the query builder view between the Search Form and the more advanced Search Bar SuccessFactors, Inc. All rights reserved. 22

23 1. Search Form Builds a search query using the library to drag and drop syntax and filters into the search form, allowing you to customize queries and reporting. 2. Search Form Builds a search query using directly entered syntax (more advanced) b. Current Search - Displays the curent search filters and allows you easily select a system or a saved search. i. System Searches (filters) 1. Groups a. Date Added - Displays a predefined set of date ranges that you can select. This is used to filter on the date the member was added to the RMP. b. Start and End Displays a predefined set of date ranges from the period filter, and also allows you to enter a customizable range. c. IP Country A drop-down field that displays a pre-defined set of countries. This is used to filter the associated country from the visitor s IP address. d. Group - A selectable list that filters results based on the groups members are associated with. e. Recruiter - A free-form field you can use to find members assigned to individual recruiters. f. All Fields Search A free-form field that searches that allows the search of multiple fields. Includes: Current Title, First Name, Last Name, , IP City, IP Region, IP Country, Referrer Engine, Referrer Type, Campaign, Source, Group Name, and Agent Keyword. 2. Recruitera. Date Added - Displays a predefined set of date ranges that you can select. This is used to filter on the date the member was added to the RMP. b. Start and End Displays a predefined set of date ranges from the period filter, and also allows you to enter a customizable range. c. IP Country A drop-down field that displays a pre-defined set of countries. This is used to filter the associated country from the visitor s IP address. d. User Type - A selectable list that filters results based on the member type. e. User Status A selectable option to choose between Active, Inactive, or all other user statuses. f. Recruiter Status A free form field to identify the current status of the member in the recruiting cycle SuccessFactors, Inc. All rights reserved. 23

24 g. All Fields Search A free-form field that searches that allows the search of multiple fields. Includes: Current Title, First Name, Last Name, , IP City, IP Region, IP Country, Referrer Engine, Referrer Type, Campaign, Source, Group Name, and Agent Keyword. h. Re-Contact - Data field to contact member. 3. Source a. Date Added - Displays a predefined set of date ranges that you can select. This is used to filter on the date the member was added to the RMP. b. Start and End Displays a predefined set of date ranges from the period filter, and also allows you to enter a customizable range. c. IP Country A drop-down field that displays a pre-defined set of countries. This is used to filter the associated country from the visitor s IP address. d. User Type - A selectable list that filters results on the type of member type. e. User Status A selectable option to choose between Active, Inactive, or all user statuses. f. All Fields Search A free-form field that searches that allows the search of multiple fields. Includes: Current Title, First Name, Last Name, , IP City, IP Region, IP Country, Referrer Engine, Referrer Type, Campaign, Source, Group Name, and Agent Keyword. ii. My Searches Personal saved searches. iii. Shared Searches Saved searched you can share with other users within your company. c. Members Search Manager Lists all saved searches and their basic properties. Allows you to save and share your custom search query with others. This view will scroll as saved views are added. i. Close Search Editor Closes Member Search Manager. ii. Search List Displays current saved searches to select. iii. Type Differentiates between a saved system search and a custom, usercreated search. iv. Search Name Enter the name of the search to save. v. Search Type Displays from where the search was created (Form Builder or Search Bar). vi. Creator Displays the name of the user who created the search. vii. Datagrid View Saved the desired datagrid view to associate to the search. viii. Shared Identifies if the search is shared and accessable to all users. ix. Save Form Data Saves the user definded data (dates & free form filter entries) SuccessFactors, Inc. All rights reserved. 24

25 x. Save Search Saves your search. d. Feedback You can send feedback regarding the Member to Jobs2web. e. Add New Member Clicking this button will allow you to manually enter a member record in the RMP. f. Search Form / Search Bar Builds a search filter query using the library to drag and drop filters into the search form allowing you to customize queries and reporting. i. Show/Hide Library Toggle that shows/hides the possible filters and usable syntax. Note: By default search queries use AND to join filters. Example: LastName AND CurrentEmployer ii. Save Search Opens the Member Search Manager. iii. Clear Clears Search Form/Search Bar. g. If TCM (Talent Community Marketing) is enabled, you will have the options to Add Selected Members to TCM and Add All Results to TCM . Adding large records will take a short time to complete. Members with bounced addresses will not be added as recipients. h. Rows per Page Selects the returned results viewable on a page in 25, 50, 100, 500 record increments. i. Pagination controls Controls what page you are viewing and controls moving to a new page. i. << Returns to the first page. ii. > Previous Previous page. iii. Page number Displays the current page. Can jump to a page by entering the page number. iv. Refresh Arrows Reloads/refreshes page. v. Next > Next Page. vi. >> Last Page. j. Export Results Export the results will create a CSV file and prompt you to save it. All fields will be exported, not just the fields in the current datagrid view. i. Export the current results view (based on the rows displayed) ii. Export the entire results k. Datagrid View - Displays the curent datagrid view and allows you to easily select a system or a saved view. Records are returned based on the Added Date (descending). Columns are sortable on the current datagrid results displayed. Columns can be resized by clicking the column end and moved by clicking the coulum title and dragging. i. System Views System datagrid views. 1. Source a. Added Date the member was added to the Talent Community. b. First Name First name of the member. Clicking on the name of a specific member will open a detailed member record. c. Last Name Last name of the member. Clicking on the name of a specific member will open a detailed member record SuccessFactors, Inc. All rights reserved. 25

26 d. address for the member. Clicking on the address will open your program and insert the member s into the to: field. e. Company Value member entered in the subscribe form. f. Title Value member entered in the subscribe form. g. Phone Value member entered in the subscribe form. h. Type Displays the user types in the RMP. i. Recruiter Source The data gets copied from the source of the member j. Campaign Custom code that can be tracked in the referring URL from the RMP. The maximum campaign length captured is 100 characters. k. Applies Displays the number of times the member has applied to jobs in the RMP. l. Recruiter Contact A selectable list that filters the results on the member s selection of being contacted by a recruiter. 2. Recruiter a. Added Date the member was added to the Talent Community. b. First Name First name of the member. Clicking on the name of a specific member will open a detailed member record. c. Last Name Last name of the member. Clicking on the name of a specific member will open a detailed member record d. Title Value member entered in the subscribe form. e. Company Value member entered in the subscribe form. f. Phone Value member entered in the subscribe form. g. Applies Displays the number of times the member has applied to jobs in the RMP. h. Contact Displays icon(s) you can select to automate the communication to the candidate. The appearance of selected icons is based on the contact information stored on the member record. i. Recruiter Displays the name of the recruiter assigned to the member. 3. Groups a. Added Date the member was added to the Talent Community. b. First Name First name of the member. Clicking on the name of a specific member will open a detailed member record for that individual. c. Last Name Last name of the member. Clicking on the name of a specific member will open a detailed member record for that individual. d. Title Value member entered in the subscribe form. e. Company Value member entered in the subscribe form SuccessFactors, Inc. All rights reserved. 26

27 ii. iii. f. Recruiter Source The data gets copied from the source of the member. g. Campaign Custom code that can be tracked in the referring URL from the RMP. The maximum campaign length captured is 100 characters. h. Displays the name of the group(s) currently associated with the member. i. Add Clicking Add will open a window that allows you to select one or more groups to associate with the member record. ii. Agents Displays the Agents that the member is currently subscribed to. i. Check boxes select multiple records to use the Group Update Action (add or remove) to selected groups. My Views - Saved personal datagrid views. Shared Views Shared datagrid views. l. Members Table View Editor Lists all saved datagrid views and their basic properties. Allows you to save and share your custom view with others. This view will scroll as saved views are added. i. Create New Blank View Creates a new view. ii. Close Search Editor Closes the member s Table View Editor. iii. View List - Displays current views to select. 1. Removal Icon Deletes shared view. iv. View Name Enter the name of the view to save. v. Shared Identifies if the search is shared and accessable to all users. vi. Creator Displays the name of the user who created the search. vii. Available Columns Select the column you want in the view by double clicking or clicking the arrow. viii. Columns Columns currently displayed in the view. 1. Order the columns by using the up/down arrows or click and drag. 2. Control the width of the columns by clicking on the pixial width and entering a new value. 3. Removal Icon - Removes column from the current view. Recruiter Alerts - Recruiter Alerts is a feature that allows a Client Administrator to receive notifications of the Public Users who have joined their Talent Community. The s go to the address that is on file for the Client Administrator. By default, all Client Administrators are granted permission for Recruiter Alerts. However, their role can be modified to not receive s for the Recruiter Alerts. This can be modified in the User Edit portion of Tools in the Recruiting Dashboard SuccessFactors, Inc. All rights reserved. 27

28 The sent is delivered to you as often as specified in the Alert Frequency field when setting up the alert. Member data typically delivered in the Top 10 most relevant Public Users meeting search criteria. Ability to the Public User with a single click. Total number of Public Users matching the search criteria with a link to that list in Recruiting Dashboard. Query Parameters. A link to turn off Recruiter Alerts. Additional information is available to be placed in the Overview (New) - Displays a percentage of members by Type and Engine, and also shows the cumulative visitors by day, week, or month. The chart font size can be increased or decreased using the Font Size + or - selections in the page footer area. Overview is being replaced by Overview (New) in the near future. This report uses the power of Advanced Analytics and will use the most recent 25 months worth of data for reporting purposes. The Date Range drop down selection has been updated to reflect this. a. Filters i. Date Range Displays a predefined set of date ranges you can select. This is used to filter the date that the member was added to the RMP. ii. Start and End Displays the predefined set of date ranges from the period filter, and also allows you to enter a customizable range. iii. Referrer Type A selectable filter for narrowing the result set to a specific source grouping/type. This list contains only actively used types in alphabetical order. iv. Referrer Engine A selectable filter for narrowing the result set to a specific source. This list contains only actively used types in alphabetical order. v. Country A drop-down field that displays a pre-defined set of countries. This is used to filter the associated country from the visitor s IP address. vi. Region/State A drop-down field that filters by region or state. b. Source of Member (Pie Chart) i. Displays the percent of members by Engine for the filter set. ii. Only the top 10 sources are displayed. Members not in the top 10 sources will be aggregated into the Other category. c. Types of Searches (Pie Chart) i. Displays the percent of members by Type for the filter set. ii. Only the top 10 sources are displayed. Visitors not in the top 10 sources will be aggregated into the Other category. d. Members by Date (Vertical Bar Chart) i. Displays the total number of members for the selected report criteria from the Date Interval and timeframe filter. 3. Referrals Displays a detailed listed of both members and the person who referred them to the Talent Community SuccessFactors, Inc. All rights reserved. 28

29 a. Contracted All Referrals button Groups the data by referring member. b. Expand All Referrals Displays a list of all referred subscribers along with the person who is responsible for referring them. This reveals duplicates in the referring members area where a member has referred more than one new member. c. Export to Excel link - Exports the data from the report into and Excel file. The data exported will match the selected view (contracted or expanded). d. Filters i. Referred Member Date Added Displays a predefined set of date ranges that you can select. This is used to filter the date that the referred member was added to the Talent Community. ii. Start and End Allows you to enter a customizable range that will show the number of referrals within a defined range. iii. Referred Search: Select Search Criteria (normal). Normal search looks for the value input in all checked fields or (Use Advanced Search). Advanced search provides a free form for each field which requires all values to be true for each of the following fields: 1. Name The name of the member. 2. Title Value the member entered in the subscribe form address for the member. 4. Company Value the member entered in the subscribe form. iv. User Status A selectable option that features Active, Inactive, or all other user statuses. v. Referring Search: Select Search Criteria (normal) or (Use Advanced Search). Advanced search provides a free form for each of the following fields: 1. Name The name of the member. 2. Title Value the member entered in the subscribe form address for the member. 4. Company Value the member entered in the subscribe form. vi. User Type A selectable option that features Subscriber, Employee, Past Applicant, and Text2Apply. e. Report Elements i. Referred Members These are members who subscribed as the result of a referral. 1. Added The date that the member was added in the Talent Community. 2. Name The name of the member. Clicking on the name of the member will open the detailed member record. 3. The address for the member. Clicking on the address will open your program and insert the member s into the to: field. 4. Company Value the member entered in the subscribe form. 5. Title Value the member entered in the subscribe form SuccessFactors, Inc. All rights reserved. 29

30 ii. 6. Phone Value the member entered in the subscribe form. 7. Applies Displays the number of times the member has applied to jobs in the RMP. 8. Contact Displays a Yes or a No to indicate if the member is agreeing to be contacted by your organization. Referring Members These are the members who referred new subscribers. 9. Name The name of the member. Clicking on the name of the member will open the detailed member record The address for the member. Clicking on the address will open your program and insert the member s into the To: field. 11. Type Displays the user types of the referring member in the RMP. 12. Count Displays the total number of referred members for the reporting data when contracted. 4. Map (Geo-spatial Chart) - Displays a map of the world, accompanied by corresponding geographies with a member count. a. Filters i. Date Added Displays a predefined set of date ranges you can select. This is used to filter the dates that members were added to the RMP. ii. Start and End Displays a predefined set of date ranges from the period filter, and also allows you to enter a customizable range. iii. Keyword A free-form field that filters keywords tracked in the RMP, based on when members landed on pages. iv. Group A selectable option that filters the results on members associated with the selected member group. b. Interacting with the Map When viewing the map and hovering over the related section of the key, the legend on the left will highlight states with corresponding counts. By clicking on a country, you can view more detailed counts by zones within the state/region. Clicking on a highlighted zone in a state/region or city list will display the members from that zone in the Members Detail report (First tab/report under the members tab). Member counts by location are based on the availability of the visitor s IP address and accuracy of their network provider. Because of this, counts on the Members Map may be different than counts on other reports. The map is intended to provide an overview and give you an idea of where your members are located. 5. Group Displays user-defined member groups. It also allows you to view, edit, add, and delete groups used for members SuccessFactors, Inc. All rights reserved. 30

31 a. Add Member Group To create a group, simply enter the name of the group in the text box next to the button Add Member Group and click. b. Save Changes Saves new groups that have been created. You must save changes before navigating from the Member Group tab. c. Delete Selected Groups Allows you to delete selected groups. To select the group, use select all or an individual check box next to the Member Group Name. d. Report Elements i. Member Group Name Name of the group. ii. Members Displays the number of members currently associated with the group. iii. Auto-Assign A selectable feature that can be used to automatically assign members to a group on a nightly basis based on the configured keywords. iv. Keywords Displays the keywords used for the Auto-Assign function. 1. Keywords will search against the title, company, source, campaign, recruiter notes, agent locations and agent keywords on the member record. 2. Edit Provides a form to enter one or more keywords. You must update the keywords before leaving the pop up menu to attach them to the group. 6. Facebook (Detail Table) Displays your employees that have installed the Jobs2web Facebook Application. Also displays details associated with Facebook. a. Filters i. Name/ A free-form field to enter your employee s information. ii. User Status Displays the status of the Facebook Application on the employee s Facebook Profile. When an employee uninstalls the application, the status will be changed to Inactive. There may be a slight delay in the status update from Facebook. iii. Number drop down Controls the number of rows to return in the result set. iv. Show only people with referrals. b. Report Elements i. Name Name of your employee. ii. - address of your employee. iii. Social Network Name of the Social Network that the Facebook Application was installed on. Clicking on the Facebook name will open the employee s public Facebook profile. iv. Date Added Date your employee installed the Facebook Application on their person profile. v. Keyword Keywords the employee used in their Facebook Application to filter jobs. vi. Location Location the employee used in their Facebook Application to filter jobs. vii. Referrals Count on the number of members that have signed up through the employee s Facebook Application. Clicking on the referral number will open the 2012 SuccessFactors, Inc. All rights reserved. 31

32 Members Detail report filtered on the individual(s) that have signed up through the employee. 7. Overview - Displays a percentage of members by Type and Engine, and also shows the cumulative visitors by day, week, or month. The chart font size can be increased or decreased using the Font Size + or - selections in the page footer area. Overview is being replaced by Overview (New) in the near future. a. Filters i. Date Added Displays a predefined set of date ranges you can select. This is used to filter the date that the member was added to the RMP. ii. Start and End Displays the predefined set of date ranges from the period filter, and also allows you to enter a customizable range. iii. Referrer Type A selectable filter for narrowing the result set to a specific source grouping/type. This list contains only actively used types in alphabetical order. iv. Referrer Engine A selectable filter for narrowing the result set to a specific source. This list contains only actively used types in alphabetical order. v. Group A selectable option that filters results on members associated with the selected member group. vi. Date Interval A selectable filter that only affects the Inbound Candidate Traffic report. The amount of data displayed is related both to the date range and the option for the Date Interval field. vii. Country A drop-down field that displays a pre-defined set of countries. This is used to filter the associated country from the visitor s IP address. viii. Keyword A free-form field that filters keywords tracked in the RMP based on when members have joined the Talent Community. b. Source of Member (Pie Chart) i. Displays the percent of members by Engine for the filter set. ii. Only the top 10 sources are displayed. Members not in the top 10 sources will be aggregated into the Other category. c. Types of Searches (Pie Chart) i. Displays the percent of members by Type for the filter set. ii. Only the top 10 sources are displayed. Visitors not in the top 10 sources will be aggregated into the Other category. d. Members by Date (Vertical Bar Chart) i. Displays the total number of members for the selected report criteria from the Date Interval and timeframe filter. 8. Members Detail (Detail Table) - Displays detailed data for each member. a. Member Details Contains general information about the member. The Table below lists the fields and definitions. Member Passwords can be reset from this page. b. Agents Displays the Agents to which the member is currently subscribed SuccessFactors, Inc. All rights reserved. 32

33 c. TCM s Displays the TCM s the member is currently associated with (sent & unsent). Displays: Date Sent, View Count, Click Count, and Campaign. d. Jobs Displays the jobs the member has applied to in the RMP. e. Referral Info Displays the source and/or referral information of the member. The Table below lists the fields and definitions SuccessFactors, Inc. All rights reserved. 33

34 Members Detail Tab Field Description Field Description First Name Member s first name. Notes Free form field for recruiter to enter notes about the member Last Name Member s last name. Current Employer Type RMP user type that identifies what types of s the user receives. Current Title Member s address. Phone Number Active Displays if the is active or s inactive. If set to inactive the system Sent will not generate s or allow the Dashboard user to update agents. A member can be inactive from requesting to be inactive, a user setting their record to inactive or having their bounce. Bounce Codes: HB - hard bounce UR - the user replied to the with an unsubscribe request UUR - the user unsubscribed via the web page INVD - invalid Password Status Active Interest Level Locale Recruiter Contact OK Custom 1: Indicates if the user is enabled or suspended. True or False. Inactive members will not receive s. Member selectable value from the subscribe process. Indicates the member s preferred locale. Value is user selectable based on the active locales. Member selection when signing up on their desire to have a recruiter contacts them. Client configurable field to gather more information from the Public User. The Custom 1 field is a Yes or No type Jobs Sent Agents Member entered field from the subscribe process. Member entered field from the subscribe process. Members phone number. Count on the number of s sent to the member from the RMP. Count on the number of jobs sent in the s to the member from the RMP. Displays the number of associated agents. Counts the number of jobs the member has applied to. Free form field for recruiter to identify a relationship. System data that is copied from the referring URL when the member was created. Users can override the data prepopulated in the field. Overwriting the data does not change the URL information captured with the member record. Free form field for recruiter to identify the current status of the 2012 SuccessFactors, Inc. All rights reserved. 34 Jobs Recruiter/ Owner Source Recruiter Status

35 Field Description Field Description of question. member in the recruiting cycle. Custom 2: Client configurable field to gather more information from the Public User. The Custom 2 field is a multiple choice question and can be dependent or required based on Custom 1. Re-contact Date field to contact member. Last Login: # of Referrals Groups Displays the last time the member signed into his or her profile. Displays the number of referred members. Displays the groups the user is associated with in the RMP. Editing the member record will display an option to edit the groups for the member. LinkedIn Facebook Twitter Google+ Clicking search will use the member name in the LinkedIn First and Last name search to find the member on LinkedIn. Users can insert the URL to the LinkedIn profile in the LinkedIn field of the RMP to quickly view later. Clicking search will insert the user name in the Facebook Keyword search, filtering on People to find the member on Facebook. Users can insert the URL to the Facebook profile in the Facebook field of the RMP to quickly view later. Clicking on search will insert the user first name and last name in a Twitter search query. Users can insert the URL to the Twitter profile in the Twitter field of the RMP to quickly view later. Clicking on search will insert the user s first and last name in a Google+ search query. Users can insert the URL to the Google+ profile in the Google+ field of the RMP to quickly view later SuccessFactors, Inc. All rights reserved. 35

36 Members Referral Tab Field Description Field Description Referrer Type Displays the member s specific source grouping/type. This list contains only actively used types in alphabetical order. Address IP Address that was captured from the member s computer when the member first subscribed to be a member. Referrer Engine Referring URL Referring User Referring User Referring User Type Keywords Landing Page Campaign Displayed the member s specific source. This list contains only actively used types in alphabetical order. URL that is passed to the RMP servers from the members originating server when they signed up to become a member. Existing member that referred this new member. Country Region Country association from the IP Address above. Region association from the IP Address above. City City association from the IP Address above. of the referring member. Zip Zip Code association from the IP Address above. The listed used type of the ISP Name and Information about the Referring member. members Internet Service Provider Keywords captured by RMP when the member first subscribed to be a member. RMP page the member first landed on when the member first subscribed to be a member. RMP campaign code used and captured when the member first subscribed to be a member. The maximum campaign length captured is 100 characters. Domain Name Location (ISP) Name of the Domain for the IP associated with the member. Geospatial coordinates associated with the members IP Address. Allows the user to look up the location on Google Maps SuccessFactors, Inc. All rights reserved. 36

37 Members Search Tab Field Description Field Description All Fields Job ID Search Allows the search of multiple fields. Includes: Current Title, First Name, Last Name, , IP City, IP Region, IP Country, Referrer Engine, Referrer Type, Campaign, Source, Group Name, and Agent Keyword. The ATS job ID associated to the member s apply start. First Name Member s first name. Job Location Location of the job from the member s apply start. Last Name Member s last name. Job Title Job title from the member s apply start. address for the member. Recruiter Recruiter assigned to member. Enabled Company Title Phone Interest Level Check box specifying if the member has enabled. Company name the member entered in the subscribe form. Job title member entered in the subscribe form. Phone number member entered in the subscribe form. Interested level member selected on the subscribe form. Custom 1 The value selected in the custom field 1 on the subscribe form. Custom 2 The value selected in the custom field 2 on the subscribe form. Member Locale A drop down selectable list based on the locales that exist in the site s member records. Will filter the locale associated with the member. Recruiter Contact Recruiter Notes Recruiter Source Recruiter Status Re- Contact Add Type Group Check box specifying if the member wishes to be contacted by a recruiter Information entered in the Notes field on the member record. The captured source or the overridden source if changed by a recruiter. Value entered by the recruiter on the member to identify the current status of the member in the recruiting cycle. A data field that allows the user to filter on the next contact date for the members. The system filters based on the date entered by the recruiter and any date prior for the result set. A drop down selectable list that filters the results on how the member was added to the Talent Community: All, Imported, Manual, Self-Subscribed, LinkedIn, Facebook. A drop down selectable list that filters the results on members associated with the selected member group SuccessFactors, Inc. All rights reserved. 37

38 Referrer Type & Referrer Engine Campaign Source IP City IP Region A drop down selectable list based on groups of sites that Jobs2web has predefined for tracking traffic. This list contains only actively used types in alphabetical order - Example Search Engine - Google. Campaign codes used by the client. The maximum campaign length captured is 100 characters. Source data that is copied from the referring URL when the member was created. City derived from the IP address associated with the member. Region derived from the IP Address associated with the member. IP Country IP ZIP IP Address IP Domain Name IP ISP Drop-down field that displays a pre-defined set of countries. Used to filter on the associated country from the visitor s IP address. ZIP code derived from the IP Address associated with the member. IP Address that was captured from the member s computer when the member first subscribed. Name of the Domain for the IP associated with the member. Name and Information about the members Internet Service Provider (ISP) SuccessFactors, Inc. All rights reserved. 38

39 Applicants Tab Displays information related to individuals that have applied to jobs through the Jobs2web platform. Applicants Tabs a. Clicking on the Export to Excel link will export the data from the report into your Excel application. b. Recruiter View/Source View Toggle that allows you to alter the filter and report elements for the report. 1. Search (Source View) Summary listing of applicants that have applied to one or more jobs. a. Clicking on the Export to Excel link will export the data from the report into your Excel application. b. Filters i. Date Added Displays a predefined set of date ranges you can select. These are used to filter on the date the member was added to the RMP. ii. Start and End Displays the predefined set of date ranges from the period filter, and also allows you to enter a customizable range. iii. Country A drop-down field that displays a pre-defined set of countries. This is used to filter the associated country from the applicant s IP address. iv. User Type A selectable list that filters results on the type of member. v. User Status A selectable option to choose between Active, Inactive, or all user statuses. vi. Name Title Company A free-form field that filters results based on the member record field s Name, Title, and Company. vii. Source A free-form field that filters on the actual source URL of the member. The member source is defined as the source that was tagged on the visitor record when the member signed up for the Talent Community. viii. Campaign A free-form field to filter results on the campaign codes used by the client. c. Report Elements i. Added Date the member was added in the Talent Community. ii. Name Name of the member. Clicking on the name of the member will open the detailed member record. iii. address for the member. Clicking on the address will open your program and insert the member s into the To: field. iv. Company Value member entered in the subscribe form SuccessFactors, Inc. All rights reserved. 39

40 v. Title Value member entered in the subscribe form. vi. Phone Value member entered in the subscribe form. vii. Type Displays one of the four user types in the RMP. viii. Source Displays the source URL for the member. ix. Campaign Custom code that can be tracked in the referring URL from the RMP. The maximum campaign length captured is 100 characters. x. Applies Displays the number of times the member has applied to jobs in the RMP. xi. Contact Displays Yes or No to indicate if the member is agreeing to be contacted by your organization.. 2. Search (Recruiter View) A summary listing of applicants that have applied to one or more jobs. Filters and fields are focused on information relevant to a recruiter to take action items on the individual. a. Clicking on the Export to Excel link will export the data from the report into your Excel application. b. Filters i. Date Added Displays a predefined set of date ranges you can select. This is used to filter the date the applicant became a member of the RMP. ii. Start and End Displays a predefined set of date ranges from the period filter, and also allows you to enter a customizable range. iii. Country A drop-down field that displays a pre-defined set of countries. This is used to filter the associated country from the applicant s IP address. iv. User Type A selectable list that filters results on the type of member type. v. User Status A selectable option to choose between active, Inactive, or all user statuses. vi. Source A free-form field to filter on the actual source URL of the applicant. The applicant source is defined as the source that was tagged on the visitor record when the applicant signed up for the Talent Community. vii. Name Title Company A free-form field that will filter the results based on the member record field s name, title, and company. viii. Re-Contact A date field that allows you to filter on the next contact date for the members. The system filters based on the date entered and any date prior for the result set. ix. Recruiter A free-form field you can use to find members assigned to individual recruiters. c. Report Elements i. Added The date the applicant was added in the Talent Community and became a member. ii. Re-Contact A date field from the member record that you have identified as the next contact date. iii. Status A user-entered status from the member record. iv. Name The name of the member. Clicking on the name will open a detailed member record SuccessFactors, Inc. All rights reserved. 40

41 v. Title Value member entered in the subscribe form. vi. Company Value member entered in the subscribe form. vii. Phone Value member entered in the subscribe form. viii. Recruiter Source The data gets copied from the source of the member, but can be overwritten by you. Changing this field will not change the actual source data captured in the RMP. ix. Applies Counts the number of times the individual has applied to jobs through the RMP. x. Type Displays one of the four user types in the RMP. xi. Contact Displays icon(s) you can select to automate the communication to the candidate. The appearance of selected icons is based on the contact information stored on the member record. xii. Recruiter Displays the name of the recruiter assigned to the member. 3. Search (Groups View) Displays a detailed listing of applicants and their associated member groups. a. Clicking on the Export to Excel link will export the data from the report into your Excel application. b. Filters i. Date Added Displays a predefined set of date ranges you can select. Used to filter the date that the member was added to the RMP. ii. Start and End Displays a predefined set of date ranges from the period filter, and also allows you to enter a customizable range. iii. Country A drop-down field that displays a pre-defined set of countries. This is used to filter the associated country from the applicant s IP address. iv. Group A selectable list that filters results on the group members are associated with. v. Search Options A selectable option to choose what fields are used in the filter criteria. 1. Title Value member entered in the subscribe form. 2. Company Value member entered in the subscribe form. 3. Campaign Custom code that can be tracked in the referring URLs from the RMP. 4. Source A field that will filter the results based on data stored in the member s record source field. 5. Agent Keywords Keywords that are associated with the member s agents. 6. Agent Location Location data used with the Agent Keywords associated with the member s agents. 7. Recruiter Notes Information entered in the Notes field on the member record. 8. Search A free-form field used to determine the value(s) used with the Search Options selection. c. Report Elements 2012 SuccessFactors, Inc. All rights reserved. 41

42 i. Added The date the member was added in the Talent Community. ii. Name The name of the member. Clicking on the name will open a detailed member record. iii. Title Value member entered in the subscribe form. iv. Company Value member entered in the subscribe form. v. Source Displays the source from the member record. vi. Campaign Custom code that can be tracked in the referring URL from the RMP. The maximum campaign length captured is 100 characters. vii. Agents Displays the keywords(s) used in the members agents. Displays when you hover over the number with your mouse. d. Action Items i. Group Update Action Selectable option that completes an update on all selected records in the report. ii. Add Members to Group Adds all selected members to the associated groups selected in the Selected Groups Field. iii. Remove Members from Group Removes all selected members from associated groups in the Selected Groups field. iv. Selected Groups Displays all groups managed in the RMP. You can select one or more groups. v. Start and End Displays a predefined set of date ranges from the period filter, and also allows you to enter a customizable range. 4. Overview (Combination Chart) - Displays separate charts intended to give you an overview on applicants in the RMP, based on their source and application date. The chart font size can be increased or decreased using the Font Size + or - selections in the page footer area. a. Filters i. Date Added Displays a predefined set of date ranges you can select. The filter is based on the date the applicant was added as a member in the RMP. ii. Start and End Displays a predefined set of date ranges from the period filter, and also allows you to enter a customizable range. iii. Referrer Type A selectable filter for narrowing the result set to a specific source grouping/type. This list contains only actively used types in alphabetical order. iv. Referrer Engine A selectable filter for narrowing the result set to a specific source. This list contains only actively used types in alphabetical order. v. Group - A selectable option that filters the results on members associated with the selected member group. vi. Date Interval A selectable filter that only affects the Inbound Candidate Traffic report. The amount of data items displayed is related to the date range and option for the Date Interval field. vii. Country A drop-down field that displays a pre-defined set of countries. This is used to filter the associated country from the visitor s IP address SuccessFactors, Inc. All rights reserved. 42

43 viii. Keyword A free-form field that filters keywords tracked in the RMP from when a member joined the Talent Community. b. Source of Applicants (Pie Chart) i. Displays the percent of applicants by the RMP Source Engine for the filter set. ii. Only the top 10 sources are displayed. Members not in the top 10 sources will be aggregated into the Other category. c. Types of Searches (Pie Chart) i. Displays the percent of applicants by RMP Source Type for the filter set. ii. Only the top 10 sources are displayed. Visitors not in the top 10 sources will be aggregated in the Other category. d. Applicants by Date (Vertical Bar Chart) i. Displays the total number of applicants for the selected filter criteria from the date Interval and timeframe filter. 5. Referrals Displays a detailed listed of members and the person who referred them to the Talent Community. f. Contracted all referrals button This will group the data by referring member. g. Expand all referrals This will show a list of all referred subscribers along with the person who is responsible for referring them. This will show duplicates in the referring members area where a member has referred more than one new member. h. Export to Excel link will export the data from the report into and Excel file. The data exported will match the view (contracted or expanded). i. Filters i. Referred Member Date Added Displays a predefined set of date ranges that you can select. This is used to filter the date that the referred member was added to the Talent Community. ii. Start and End Allows you to enter a customizable range. This will show the number of referrals within the user defined range. iii. Referred Search: Select Search Criteria (normal). Normal search looks for the value input in all checked fields or (Use Advanced Search). Advanced search provides a free form for each field which requires all values to be true for each field. 1. Name The name of the member. 2. Title Value member entered in the subscribe form address for the member. 4. Company Value member entered in the subscribe form. iv. User Status - A selectable option to choose between Active, Inactive, or all user statuses. v. Referring Search: Select Search Criteria (normal) or (Use Advanced Search). Advanced search provides a free form for each field. 1. Name The name of the member. 2. Title Value member entered in the subscribe form address for the member. 4. Company Value member entered in the subscribe form SuccessFactors, Inc. All rights reserved. 43

44 vi. User Type A selectable option that features Subscriber, Employee, Past Applicant, Text2Apply. f. Report Elements iii. Referred Members These are members who subscribed as the result of a referral. 1. Added Date the member was added in the Talent Community. 2. Name Name of the member. Clicking on the name of the member will open the detailed member record address for the member. Clicking on the address will open your program and insert the member s into the To: field. 4. Company Value member entered in the subscribe form. 5. Title Value member entered in the subscribe form. 6. Phone Value member entered in the subscribe form. 7. Applies Displays the number of times the member has applied to jobs in the RMP. 8. Contact Displays Yes or No to indicate if the member is agreeing to be contacted by your organization. iv. Referring Members These are the members who referred new subscribers. 9. Name Name of the member. Clicking on the name of the member will open the detailed member record address for the member. Clicking on the address will open your program and insert the member s into the To: field. 11. Type Displays the user types in the RMP. 12. Count Displays the total number of referred members for the reporting data when contracted. 6. Map (Geo-spatial map) A summary listing of applicants that have applied to one or more jobs. Filters and fields are focused on information relevant to a recruiter to take action items on the individual. a. Filter i. Apply Date Allows you to select from a predefined set of date ranges. Used to filter on the date the applicant applied to a job. ii. Start and End Displays a predefined set of date ranges from the period filter, and also allows you to enter a customizable range. iii. Search Options Allows you to select from Job Title, Job Location, Recruiter Source, or Campaign when executing a search. iv. Search A free-form box used with the Search Options to filter the result set. v. User Type A selectable list that filters results on the type of member. vi. Recruiter Contact A selectable list that filters the results on the member s selection of being contacted by a recruiter SuccessFactors, Inc. All rights reserved. 44

45 vii. Group A selectable option that filters the results on members associated with the selected member group. b. Interacting with the Map When you are viewing the map and hover on the related section of the key, the legend on the left will highlight the countries with the corresponding counts. By clicking on a country, you can view more detailed counts by zones within the country. Clicking on a highlighted zone in the state/region or city list will display the applicants from that zone in the Applicants Detail report (First tab/report under the Applicants tab). Applicant counts by location are based on the availability of the applicant s IP address and accuracy of their network provider. Because of this, counts on the Applicants Map may be different than counts on other reports. The map is intended to provide an overview and give you an idea on where applicants are located. 7. Applicants By Job Applicants by job is focused on the total number of applicants defined by the unique combination of the applicant and job. When viewing information and counts, the system will display a record for each applicant and job combination. Example: an applicant that applies to Job A twice and Job B once within the selected timeframe would be counted twice. a. Filter i. Apply Date Allows you to select from a predefined set of date ranges. Used to filter on the date the applicant applied to a job. ii. Start and End Displays a predefined set of date ranges from the period filter, and also allows you to enter a customizable range. iii. Search Options Allows you to select from Job Title, Job Location, Applicant Name, Recruiter Source or Campaign when executing a search. iv. Search A free-form box used with the Search Options to filter the result set. i. Country A drop-down field that displays a pre-defined set of countries. Used to filter on the associated country from the visitor s IP address. v. User Type A selectable list that filters results on the type of member type. i. Recruiter Contact A selectable list that filters the results on the member s selection of being contacted by a recruiter. b. Report elements i. Applied Displays the date the member applied to the job(s). ii. Job Title Displays the job title from the job record in the RMP. iii. Job ID Displays the job ID from the job record. iv. Location Displays the job location from the job record in the RMP. v. Name Displays the applicant s name. vi. Displays the applicant s . vii. Source Displays the source URL for the applicant SuccessFactors, Inc. All rights reserved. 45

46 viii. Campaign Displays the RMP campaign codes used when capturing the source of the applicant. The maximum campaign length captured is 100 characters. ix. Keywords Displays the keywords used when the applicant was first established as a member. 8. Unique Applicant Overview - Displays separate charts intended to give you an overview on applicants in the RMP focused on their source and applies by date. The chart font size can be increased or decreased using the Font Size + or - selections in the page footer area. This report uses the power of Advanced Analytics and will use the most recent 25 months worth of data for reporting purposes. The Date Range drop down selection has been updated to reflect this. As of release b1204-1, Applicants by Job Overview (New) reads Unique Applicants Overview When viewing information and counts, the system will display a record for each application. Example: an applicant that applies to Job A twice and Job B once at any time since tracking has been turned on would be counted twice. a. Filter i. Date Range Displays a predefined set of date ranges you can select. Filter is based on the date the applicant was added as a member in the RMP. ii. Start and End Displays a predefined set of date ranges from the period filter, and also allows you to enter a customizable range. iii. Referrer Type A selectable filter for narrowing the result set to a specific source grouping/type. This list contains only actively used types in alphabetical order. iv. Referrer Engine A selectable filter for narrowing the result set to a specific source. This list contains only actively used types in alphabetical order. v. Country A drop-down field that displays a pre-defined set of countries. This is used to filter the associated country from the visitor s IP address. vi. Region/State A drop-down field that filters by region or state. b. Source of Applicant (Pie Chart) i. Displays the percent of applicants by engine for the filter set. ii. Only the top 10 sources are displayed. Visitors not in the top 10 sources will be aggregated into the Other category. c. Types of Searches (Pie Chart) i. Displays the percent of applicants by Type for the filter set. ii. Only the top 10 sources are displayed. Visitors not in the top 10 sources will be aggregated into the Other category. d. Unique Applicants by Date i. Displays the total number of applicants for the selected report criteria. The system will automatically change the labeling of time intervals depending on the timeframe that you select (day, month, or year) SuccessFactors, Inc. All rights reserved. 46

47 9. Applicants by Job Overview - Displays separate charts intended to give you an overview on applicants in the RMP focused on their source and applies by date. The chart font size can be increased or decreased using the Font Size + or - selections in the page footer area. When viewing information and counts, the system will display a record for each application. Example: an applicant that applies to Job A twice and Job B once within the selected timeframe would be counted twice. e. Filter i. Date Added Displays a predefined set of date ranges you can select. Filter is based on the date the applicant was added as a member in the RMP. ii. Start and End Displays a predefined set of date ranges from the period filter, and also allows you to enter a customizable range. iii. Referrer Type A selectable filter for narrowing the result set to a specific source grouping/type. This list contains only actively used types in alphabetical order. iv. Referrer Engine A selectable filter for narrowing the result set to a specific source. This list contains only actively used types in alphabetical order. v. Group A selectable option that filters the results on members associated with the selected member group. vi. Date Interval A selectable filter that only affects the Inbound Candidate Traffic report. The amount of data items displayed is related to the date range and option for the Date Interval field. vii. Country A drop-down field that displays a pre-defined set of countries. This is used to filter the associated country from the visitor s IP address. viii. Keyword A free-form field that filters keywords tracked in the RMP when a member joins the Talent Community. f. Source of Applicant (Pie Chart) i. Displays the percent of applicants by engine for the filter set. ii. Only the top 10 sources are displayed. Visitors not in the top 10 sources will be aggregated into the Other category. g. Types of Searches (Pie Chart) i. Displays the percent of applicants by Type for the filter set. ii. Only the top 10 sources are displayed. Visitors not in the top 10 sources will be aggregated into the Other category. h. Unique Applicants by Date (Vertical Bar Chart) i. Displays the total number of applicants for the selected report criteria from the Date Interval and timeframe filter SuccessFactors, Inc. All rights reserved. 47

48 Jobs Tab The Jobs tab displays information on the jobs being managed in the RMP. Jobs Tabs 1. Search Displays information related to jobs being managed in the RMP. a. Create New Job b. Filter i. Job Title A free-form field that filters the Job Title from the job record in the RMP. ii. Job ID A free-form field that filters the unique ID from the job record that was captured from the client s job information in their ATS. iii. Location A free-form field to filter on the location from the job record in the RMP. iv. Category A selectable option that filters jobs associated with a specific Talent Landing Page. v. Status Filters job status. For jobs that are manually created but inactive, selecting the imported option will filter the result set for that criteria. c. Batch Actions A selectable option to include or exclude jobs from agent inclusion for subscriber s. i. You can make jobs eligible or ineligible for agents. ii. You can make jobs active or inactive. d. URL Builder- Clicking the link icon in the search results opens the Jobs2Web URL Builder and populates it with a job s information. Clicking on a job s title opens the Job Detail page, which also has an option for the URL Builder. e. Report Elements i. Title Job title stored in the job record. ii. UB- Pre-populates the URL Builder with job URL. iii. Location Location identifier from the job record. iv. Created Date the job was created in the RMP. v. ID Unique Job ID that is stored in the job record from the job scrape. vi. Views The number of times a position was viewed by site visitors. vii. Applies The number of times someone has applied to the position. viii. Agent Indicates if job is eligible for agent inclusion to subscribers. ix. Active Indicates if job is active on your site. x. Agent eligibility is dependent on your site setup. If you would like the ability to select jobs for eligibility individually, you will need to request it SuccessFactors, Inc. All rights reserved. 48

49 2. Overview (Combination Chart) Displays the active jobs in the application by the RMP job segment. The chart font size can be increased or decreased using the Font Size + or - selections in the page footer area. a. Chart 1 (Horizontal Bar Chart) Displays the count of jobs in each RMP job category based on the filter set. iii. Clicking on an individual bar in the chart will display the sub categories for the selected segment in the second chart. iv. Selecting the Data Grid tab for the chart will list each category with the corresponding visitor count and percentage of the total count for the filter set. b. Chart 2 (Pie Chart) Displays the count and percentage of the subcategory for the selected primary category in the first chart. a. Selecting the Data Grid tab for the chart will list each category with the corresponding visitor count and percentage of the total count for the filter set. 3. RSS You can use the RSS interface to create custom feeds with tracking to place on various sites. a. Search Terms Free form search field used to find information on the job. Search works the same as it does on the public pages. b. Campaign The campaign code entered will be used to track visitor member and apply data when a job seeker clicks on a job link from an external site. The maximum campaign length captured is 100 characters. c. Date Used Select the date to be used: Reference date (default) or Created i. Reference date is updated every 30 days after the initial created date. The Reference date is displayed on the client sites. ii. Created date is the date that the job was first imported into the Jobs2web system. d. Sort Sort the search based on the date (default) or the relevancy of the search terms e. Rows Return the number of rows form the search result (20 is the default). 4. Craigslist Search - You can use the RMP to filter on jobs and track your postings in Craigslist. See the section titled Craigslist for additional details. 5. Job Detail - Provides information about the jobs managed by the RMP. a. Job Details Contains the details of the jobs in the RMP. See the table below for a listing of fields. b. Job Description Displays the description for the job and the apply URL used by visitors when applying to jobs. c. Job Categories Displays the associated Talent Landing Pages for the job. d. Clicking on the link icon in the Job Detail page will open the URL Builder and prepopulate it with the job s information SuccessFactors, Inc. All rights reserved. 49

50 Job Detail Tabs Field Description Field Description Internal ID Job ID obtained from the client s career site. Used to identify existing jobs in the RMP during imports. End Date Client available field to help identify when to pull down a posting. May be used to deactivate jobs, based on site configuration. If left blank, the job will not deactivate/expire. The default value is blank. Alt Job ID Job Title Location City Zip SEO Markets Segments Employer Title ID Job Type Agent Eligible Is manually entered? Job ID obtained from the client s career site. Client s job title pulled from the career site. Location from the job record. Used to determine job location for maps and SEO Market Pulled from the location information in the job. Pulled from the location information in the job. If the record contains the city and State Jobs2web can populate the zip code. List of relevant SEO markets from the locations engine. Job segments used to categorize the job with the job segments engine. Client available field from the job record. Client available field from the job record. Typically used to identify full time, part time or contract positions. Defines if the job will be included in the agent s sent to Talent Community subscribers. Defines if the job was manually entered in the RMP. Import files will not overwrite the job data if the job has been manually entered in the RMP. Alt Title Est. Apply Value Alt Locations State Country State Name Recruiter ID Department Division Business Unit Import Date Last Modified Alternative title or sub title the client may wish to use for a posting. Not used for current functionality. Alternative location field that can be used to track information from the job on the client s career site. Job s state location from the job pulled from the client s career site. Used to qualify the Location data Job s Country location from the job pulled from the client s career site. Used to qualify the location data. Displays the actual state name from the abbreviated state in the location. User ID of the recruiter set up in the RMP. Recruiters can be loaded in the RMP and associated to the job. Client available field from the job record. Client available field from the job record. Date the job was imported into the RMP. Updates the date field when the system allows rewrites to the job bases on the allow rewrite functionality SuccessFactors, Inc. All rights reserved. 50

51 Field Description Field Description Start Date Client available field to help identify when to post a job. Not used with current functionality. Apply Clicks Counts the number of times a member has applied to a position. Field Description Field Description Active Displays if the job is active, inactive, or imported. Active jobs are viewable, inactive jobs are not available to visitors and members and imported jobs. Locale Lists the language locale of the job SuccessFactors, Inc. All rights reserved. 51

52 Pages Tab Displays ranking information for Talent Landing Pages managed in the Jobs2web platform. 1. Search Displays information related to TLPs (categories) being managed in the RMP. a. Filter i. Name A free-form field that filters the Page Title from the page record in the RMP. ii. Brand ID A drop-down field that filters results by brands implemented in the RMP. iii. Locale A drop-down field that filters results by locales implemented in the RMP. iv. Types A drop-down field that filters results by Mobile or Desktop classification v. Status Filters page status. To capture all active and inactive pages, select All b. Report Elements i. Title Page title stored in the page record. ii. UB- Pre-populates the URL Builder with the page URL iii. Created Date the page was created in the RMP. iv. Last Modified Date the page was last changed in the RMP. v. Locale The locale implemented for the page. Default is en_us vi. Brand Brand (if any) implemented for the page vii. Display Active or Inactive viii. Type Desktop for standard pages, Mobile for mobile pages 2. Rankings Displays a list of Talent Landing Pages and their rank in Google, Yahoo! and Bing. a. Each row in the result set has a magnifying glass icon. The system will display the historical ranking for the selected page when you click the magnifying glass. b. Filter i. Rank Date Allows you to select from a predefined set of date ranges. Displays the date the page was last checked for a ranking. ii. Start and End - Displays a predefined set of date ranges from the period filter, and also allows you to enter a customizable range. iii. Keyword A free-form field that allows you to enter keywords that represent the Talent Landing Pages. iv. Rank/Page A free-form field that allows you to select the rank and/or page to filter the result set. Values entered will be the stopping value. For example: Entering 3 will display 1 3. v. Engine A selectable list to select the search engine. c. Report Fields i. Date Displays the date the page was checked for rank. ii. Keyword Displays the keywords for the Talent Landing Page. iii. Google Page Rank on Google. iv. Yahoo Page Rank on Yahoo! 2012 SuccessFactors, Inc. All rights reserved. 52

53 v. Bing Page rank on Bing. vi. Google Page Displays the page number the Talent Landing Page appears on Google. 3. Rankings Overview (Bar Chart) Displays the count of selected pages for their corresponding page association on Google for the current timeframe. a. Only pages one through ten are displayed as their own segment in the chart. b. Filter i. Rank Date Allows you to select from a predefined set of date ranges. Dates are based on the date the rank check was run for the corresponding page. ii. Start and End - Displays a predefined set of date ranges from the period filter, and also allows you to enter a customizable range. iii. Engine User selectable field of the search engines. 4. Rankings Detail Displays the selected Talent Landing Page and the history of ranking results. Accessible when the hourglass icon is clicked from the Rankings tab SuccessFactors, Inc. All rights reserved. 53

54 TCM: Talent Community Marketing s This optional feature allows you to create and send communications to targeted members of your Talent Community. a. Create New Opens the Detail tab to create a new marketing . b. Batch Actions Allows you to select s for various options. i. You can Archive or Activate selected s.. ii. You can delete selected unsent s.. iii. You can Clone selected s with or without the recipient list. 1. List Displays a listing of s created and currently in the site. Clicking on the name will open the detailed view. Once sent, s cannot be deleted. The TCM count values (Recipient, Views, Clicks, Undeliverable, and Unsubscribed) are updated multiple times throughout the day. a. Filters i. Name / Description - A free-form field that filters the results based on the Name or Description. ii. Date Sent Displays a predefined set of date ranges you can select. Used to filter on the date the was sent. iii. Start and End Displays the predefined set of date ranges from the period filter, and also allows you to enter a customizable range. iv. Locale - A selectable option that filters results on the locale of the . v. Campaign A free form field that filters results on the campaign codes used by your organization. vi. Show Archived A selectable check box that will show s that have been marked as archived. b. Action Box i. Archive Selected s Selected s will be moved from an open status to an Archived status. ii. Activate Selected Selected s will be moved from an Archived status to an open status. iii. Delete Selected Unsent s Only unsent s can be deleted. Selected s will be deleted. iv. Clone Selected s With Recipient List Selected s will be cloned and will include the recipient list. The cloned name will follow with _copy. v. Clone Selected s Without Recipient List - Selected s will be cloned and will not include the recipient list. c. Report Fields i. Name The name of the . Clickable link that opens the Detail tab. ii. Date Sent Date was sent. iii. Status Displays the user-selectable option of Active or Archived. Archived s are only displayed when check box is marked SuccessFactors, Inc. All rights reserved. 54

55 iv. Recipients Total number of recipients. Clickable link that opens the Recipients list tab. v. Views Total number of recorded views. To record as a view the must be opened supporting HTML. s opened in a text format will not record. vi. Clicks Total number of times the link in the has been clicked. vii. Undeliverable Total number of s bounced back and undelivered. viii. Unsubscribed Total number of s where the recipient has unsubscribed. ix. Locale Displays the locale types used for the . x. Campaign Displays the campaign. xi. Description Preview of the description. 2. Detail Displays the details. The can be edited until it is sent. Once sent, the details can only be displayed and cannot be edited. a. View Recipients Opens Recipients tab to display all current recipients. b. Send Test Defaults to the Admin User s and can be sent to any for a preview of how the will appear to others.. Tracking is not done on test s. c. Send Sends the to the selected recipients. Once sent, the cannot be recalled or edited. d. Details i. Name User entered name of the . ii. Status User selectable status, Open or Archived. iii. Locale User selectable Locale identifying the locale. editor will default to selected locale for the spell checker as well as other features. Only activated locales will display. iv. Campaign - Custom code that can be tracked in the referring URL from the RMP. The maximum campaign length captured is 100 characters. v. CC Sender When the check box is marked, the will be sent to the s author. vi. Description Editable field that provides the details of the . This field is not required and is not viewable to recipients. vii. From Display: Editable field that displays the text of who the is from. Default display will be the company name. viii. From Address: Displays the address that will appear on the . This field cannot be edited. ix. Reply-to Display: Editable field that displays the text of the in the reply-to. The default is the User that created the . x. Reply-to Address: Editable field that the reply to s will be sent. Bounced s and unsubscribed recipients are excluded. The default is the User s that created the TCM . If an is used, a valid format is required. This field can be left blank; however, no one will receive replies. xi. Subject Editable field for the subject. xii. Body Editable field contains the body. This will be displayed in the HTML format SuccessFactors, Inc. All rights reserved. 55

56 1. Edit Body Opens the editor in a new view. This editor allows you to construct the using the formatting tools and will automatically format the into an HTML format. a. If configured, images can be placed using the editor. Images have a size limit of 500k per image. b. The spell checker locale will default from the detail. c. Once the is sent, you do not have the option to open the editor. Tokens are available via the editor for use and are listed in the editor. 2. Preview Body Opens an html view of how the body will appear. xiii. statistics will appear to the right of the detail. 1. Sent Date: Displays the date the was sent. If it hasn t been sent, it will appear blank. 2. Recipient Count: Displays the total number of recipients the was sent to. 3. Undeliverable Count: Displays the number of bounced s. 4. Unsubscribed Count: Displays the number of recipients that have unsubscribed to future TCM s as a result of this View Count: Displays the number of times the TCM has been viewed. This is updated nightly. 6. Click Count: Displays the number of times the links in the TCM have been clicked. This updates nightly. 7. Created By: Displays the user who created the TCM Created Date: Displays the date the TCM was created. 9. Last Modified By: Displays the user who last modified the TCM . This value will be blank if it was not modified. 10. Last Modified Date: Displays the date the TCM was last modified. Default is the same date as the created date. 3. Recipients Displays the list of intended recipients. Once the is sent, the list cannot be edited. a. Find New Recipients Opens the Members tab allowing you to query and select specific members or groups. b. Add Recipients by Group Selecting a group will add members that are currently part of the group as a recipient. c. Remove Selected Recipients- A user selectable option to remove selected or all recipients from the . d. Filters i. - A free-form field that filters results based on the member s . ii. First Name A free-form field that filters results based on the member s first name. iii. Last Name A free-form field that filters results based on the member s last.name SuccessFactors, Inc. All rights reserved. 56

57 iv. Viewed User selectable option to choose between: All, Viewed, No Activity. v. Clicked User selectable option to choose between: Clicked & No Activity. e. Report Fields i. - address for the member. Clicking on the address will open the user s detail information. ii. First Name Member s first name. iii. Last Name Member s last name. iv. View Count Total number of views. v. Click Count Total number of URL clicks from the body. Reports Tab The Reports Tab provides access to reports and data managed with the Jobs2web platform in the primary tabs. 1. Reports a. Visitors - Displays information related to individuals that have visited pages managed with the Jobs2web platform. b. Members - Displays information related to individuals that have become members by applying to a job or joining a Talent Community. c. Applicants - Displays information related to individuals that have applied to jobs through the Jobs2web platform. d. Jobs - Displays information on the jobs being managed in the RMP. e. Categories - Displays ranking information for Talent Landing Pages managed with the Jobs2web platform. 2. Conversions Overview Displays the counts for visitors, members, and applicants for the selected filters in funnel chart. Allows you to see the progression of individuals converting to applicants. a. Filters i. Visit Date Displays a predefined set of date ranges you can select. Dates are based on the day the visitor was captured in the RMP. ii. Start and End Displays the predefined set of date ranges from the period filter and also allows you to enter their own range. iii. Referrer Type A selectable filter for narrowing the result set to a specific source grouping/type. This list contains only actively used types in alphabetical order. iv. Referrer Engine A selectable filter for narrowing the result set to a specific source. This list contains only actively used types in alphabetical order. v. Campaign A free-form field to filter results on the campaign codes used by your organization SuccessFactors, Inc. All rights reserved. 57

58 b. Report Fields All fields display the corresponding count and percentage. Members and applicants percent calculation is based on the conversion from visitors and are rounded to the nearest whole number. i. Visitors Displays the number of visitors that were captured in the system within the filter parameters. ii. Members Displays the number of members that were added to the Talent Community within the filter parameters. iii. Applicants Displays the number of members that were added to the Talent Community within the filter parameters and applied to one or more jobs regardless of the apply date. 3. Activity (bar chart) Displays the number of agent s sent for the selected filters. Allows the user to report on the number of s by user type. Only s sent after September 10, 2010 will be included in this report. counts prior are not included. a. Filters i. Start and End Displays the predefined set of date ranges from the period filter and also allows you to enter their own range. The date is based on when the was sent. ii. User Type A selectable list that filters results on the member type. iii. Clustered Graph Toggle between Clustered and Standard Graph. Clustered graph will display all user types in a clustered bar graph by date. Standard view allowed you to select one user type to display. 4. Source Report This report helps you leverage the power of Jobs2web s Advanced Analytics Engine by visualizing key sourcing data and trends. This report uses the power of Advanced Analytics and will use the most recent 25 months worth of data for reporting purposes. a. Filters i. Date Range Displays a predefined set of date ranges you can select. The dates are based on the day the visitor was captured in the RMP. ii. Start and End Displays a predefined set of date ranges from the period filter, and also allows you to enter a customizable range. iii. Department (optional) List of departments as supplied by your organization. iv. Country A drop-down field that displays a pre-defined set of countries. This is used to filter the associated country from the visitor s IP address. v. Region/State A drop-down field that displays a pre-defined set of states or regions. This is used to filter the associated state or region from the visitor s IP address. vi. Referrer type A drop-down field allowing you to select how to display the type of referrer. 1. Current Referrer Apply starts are grouped by the source that referred each visitor. 2. Original Referrer Apply starts are grouped by the source they used when they joined the Talent Community SuccessFactors, Inc. All rights reserved. 58

59 b. Report Fields i. Source Sources are categorized by RMP based on the custom rules engine. ii. Visitors Displays the visitor count for select source. iii. Subscribers Displays the subscriber count for the selected source. iv. Apply Starts * Displays the apply start for the selected source. An Apply Start is recorded when a candidate clicks on the Apply Now button on a job on your organization s Jobs2web platform. v. Visit/Apply% - Percent of applies per visit. This measure is calculated by dividing the number of Apply Starts by the number of Visits. vi. Charting Options 1. Visitors Pie Chart creates chart based on data. 2. Subscribers Pie Chart creates chart based on data. 3. Apply Starts Pie Chart creates chart based on data. 4. Conversion Funnel Show the conversions. 5. Show Trend Shows trend of source. 6. Add Trend to Series Compare multiple trends. *The beginning of the apply process tracked on the RMK is called an Apply Start. Apply Starts are summarized in slightly different ways in reporting from Advanced Analytics. These reports only count the first time that a given Talent Community Member begins to apply for a particular job. If a single user begins to a apply for a job this week, and then starts a second apply for the same job next week, analytics will only count the first of these two apply starts. This applies for Source Reporting. Reporting not powered by Advanced Analytics summarizes apply starts differently. These reports include one apply start per person, per job for a selected time period. For example, if a user applies for a job this month, and again next month, a report run for the month will count one apply start for the user. A report run for next month would also count one apply start. A report run for both months would count a single apply start. Tools Jobs2web s Help and Training provides valuable content, such as the Jobs2web User Guide and Video Training Library. You can access this content by clicking on Help and Training in the upper right corner near your user name, or in the Tools tab of the Recruiting Dashboard. The Tools tab allows you to control access and configure the functionality of the Recruiting Dashboard. The system supports multiple roles that allow the modification of access to different components in the Recruiting Dashboard. You must be associated with at least one role in order to access the system. New users can be set up in the Tools tab. 1. User Admin Displays the users in the system and the ability to search for users. Also allows for the creation of new users. a. Add User- Opens a dialog box which allows you to enter information about a userfirst name, last name, , title, phone number and social network URLs 2012 SuccessFactors, Inc. All rights reserved. 59

60 i. Roles- When adding a new user, you can assign them roles in this pane. Available roles are configured in the Roles pane of the dashboard. b. Filters i. Search Options Allows you to select from first name, last name, and role. ii. Search Box Presents a free-form box where you can enter data to be used by the Search Option during the request. c. Display Shows the summary view of the result set based on the filters. You can click on the user s first name, last name or to view the detailed user record. 2. Apply Tracking Dynamic Source Tracking is used to pass source codes from the Jobs2web Platform into your organization s applicant tracking system for job applicants.. Your organization can configure different source codes for each Applicant Tracking System. Dynamic Source Tracking must be turned on and initially configured by Jobs2web. Setup defines the target Applicant Tracking system(s), appropriate URL parameter, and source codes. a. Under the Apply Tracking tab in the Tools section, the system will display the configured Applicant Tracking System targets and existing source tags. b. Each Applicant Tracking System that has been configured by Jobs2web will appear in its own section with a list corresponding source codes. Completed Source Codes c. Source codes consist of 3 components that can be configured: I. Group Source Defines the major categories of sources. For example, Search Engine and Job Board are two of the thirteen selections. II. Exact Source Defines the unique location/company of the source. For example, under the Group Source of Search Engine, an Exact Source would be Google. III. Tracking Code Code that is passed into your organization s Applicant Tracking System. These codes must match the codes set up in the Applicant Tracking System. d. Updating the source code list. You should build all the source codes for an existing Group Source before moving to the next group SuccessFactors, Inc. All rights reserved. 60

61 Step 1: Select the Group Source Select Group Source Step 2: Select the Exact Source Select Exact Source If the exact source does not exist, please contact Jobs2web to have that domain added. Jobs2web maintains an extensive list and is constantly adding new source domains. Step 3: Enter Tracking Code. Code must match the code from the Applicant Tracking System Enter Tracking Code I. For each Group Source, your organization can define a list of primary Exact Sources and set an additional Exact Sources to All. This configuration 2012 SuccessFactors, Inc. All rights reserved. 61

62 allows your organization to create a bucket/group for the remaining Exact Sources. The Jobs2web Platform will first try to resolve the Source Code by matching the source to the Exact Source, but if no match is found, the system will try to match the All category for the Group Source, and if again no match is found the default tag will be J2W. e. Considerations when using Dynamic Source Tagging. I. Initial setup of Dynamic Source Tagging is done by Jobs2web. If you wish to use this feature, please contact your Client Strategy Director. II. Source Codes in Jobs2web will need to match the Source Codes in your Applicant Tracking System. It is recommended that clients understand the ability and impact of adding or using Source Codes with their Applicant Tracking System prior to configuration. III. Source codes are tagged to the activity when an individual applies to a job. If a change is made to the source code list, it will not affect existing data stored on the Jobs2web Platform or Applicant Tracking System. 3. URL Builder The URL Builder allows you to create a URL with tracking codes for use when manually posting on job boards, niche job sites, social network blogs, and other online and offline sources. a. Jobs2web URL: Copy or Paste URL from Jobs2web site. i. Https is supported for sites that have https set up on their talent community and the URL contains talentcommunity or subscribe. b. Custom Campaign: Enter Campaign. Spaces and illegal characters in campaign names are automatically replaced with underscores. c. Source: Select referrer type and referrer engine. A shortcut is available for select social networks. User can also select no source by choosing None. d. Campaign URL: New URL is auto generated and can be copied. e. Campaign HTML Link: New URL is HTML encoded and can be copied. f. Short URL: Uses Google and bit.ly for social network links and can be copied. g. QR Code: If a Short URL is generated a QR code can be created and saved as an image file SuccessFactors, Inc. All rights reserved. 62

63 TIP: If you are setting up multiple jobs for the same campaign and/or source, just paste the job URL, copy the new generated URL, and repeat. There is no need to clear or reenter the same settings. A new URL is auto-generated. URL Generator FAQs If I have a source that I continue to use with the URL Builder, can I eventually automate this process? Yes, Jobs2web can set up and manage automated campaigns to major boards, niche boards, and aggregators. If you find that you are posting to the same source daily, call your Client Strategy Director to set up a managed and automated campaign. Managed campaigns can also be created for standard SEM and social networks. What happens if the source that I want to post to isn t in the referral engine list? The list of sources in the URL builder is the most common manual posting sources. Most sources will automatically be categorized correctly in the Jobs2web system without tracking tags. If you do not see a matching source, you can select None in the referral engine list. What happens if I post a source tracking URL to the wrong source? Any visitors that are directed to the Jobs2web site will be attributed to the source code that is in the URL. The Jobs2web system always gives priority to the landing page and source tracking code over the referral source URL. Can I use the URL builder with other solutions? Yes, the URL builder can also be used with Google Analytics. The utm_source and utm_campaign parameters also are accurately passed in the Google Analytics stats. 4. Roles Displays the different roles configured in the Recruiting Dashboard, and includes the ability to add new roles. a. Client Default Role- This drop down allows the user to assign a default role for users added to the Talent Community. The drop down menu will display all active roles configured in the Dashboard. The selected default role will be assigned to any Talent Community member added, manually or by import, after it is set. 5. Help and Training Help and Training published by Jobs2web provides valuable content, such as the Jobs2web User Guide and Video Training Library. The content is viewable by clicking on Help and Training in the upper right corner near the user name, or in the Tools tab of the Recruiting Dashboard. 6. Role Detail - Allows you to edit and/or view the details for a selected role SuccessFactors, Inc. All rights reserved. 63

64 a. Fields i. Role Displays the name for the role in the Recruiting Dashboard. ii. Last Updated Displays the date and time a change was last made to the role. iii. Displays the address of the person that created the role. iv. Description A free-form field where information about the role can be entered. b. Permissions i. Home - Controls access to the Home tab. ii. Visitors Controls access to the Visitors tab. iii. Members Controls access to the Members tab. 1. Add/Edit Members Controls if a user can add or edit members. When the Add/Edit Members permission is selected, the user will by default be able to view all tabs in the Members area. iv. Applicants Controls access to the Applicants tab. v. Jobs Controls access to the Jobs tab. 1. Craigslist Controls access to the Craigslist tab. You do not need to be associated to the Jobs tab to have access to the Craigslist tab. vi. Pages Controls access to the Pages tab. vii. s Controls access to the TCM tab. viii. Reports Controls access to the Reports tab. ix. Tools Controls access to the Tools tab. 1. Roles Controls access to the Roles tab. 2. View Users Controls access to view users of the Recruiting Dashboard. 3. Add/Edit Users Controls access to edit the user record. When the Add/Edit User permission is selected, the user will be able to view all users by default. 4. My Account Controls access for the user to be able to access their user record. x. Cross System 1. Export Controls access to the export link on various views for the detailed reports. 2. PDF/Image Export Controls access to the export icon next to graphs on various views. 7. Edit User Allows you to view and/or edit information from the selected user record. a. User Fields i. First User s first name. ii. Last User s last name. iii. User s (used as login name for the Recruiting Dashboard ). iv. Password User s password for the Recruiting Dashboard (which can also be reset upon request). v. Title User s job title. vi. Phone User s primary phone number. vii. Roles Roles the user is assigned to in the Recruiting Dashboard. In edit mode, a user with the correct permissions can add or remove roles of other users. viii. Active Displays if the user s account is active or inactive. ix. LinkedIn URL Link to the user s LinkedIn profile SuccessFactors, Inc. All rights reserved. 64

65 x. Facebook - Link to the user s Facebook profile. xi. Notes/About A free-form field to enter information about the user. xii. Last Login: Date and time the user last logged into the Recruiting Dashboard. b. Preferences / Access Displays the components of the Recruiting Dashboard the user can access based on the role(s) the user is associated with. Miscellaneous Craigslist Craigslist is a centralized network of online communities that feature free online classified advertisements, with sections devoted to jobs, housing, personals, for sale, services, community, gigs, résumés, and discussion forums. Craigslist s source of income is from paid job ads in select markets. Craigslist prohibits third parties from making posts on their network; this means Jobs2web is not allowed to make posts on behalf of our clients. However, the Jobs2web Recruiting Dashboard contains functionality to help expedite job postings and track their progress. Useful Links on Craigslist Description Link Terms of Use FAQ Job Posting FAQ Looking up your post in the listings post_in_the_listings Craigslist does not publish a consolidated list of rules. Below is a list of items that could prevent you from posting to Craigslist. Posting the same item before deleting the old item Posting the same item more than once in 48 hours Posting the same item in more than one market or category in 48 hours Posting more than 25 jobs into any account in 48 hours 2012 SuccessFactors, Inc. All rights reserved. 65

66 There are times when your posts appear to be visible, but are not visible to anyone other than the original poster. This phenomenon is often referred to as ghosting. As the poster, you will be able to see your post by using the Posting ID or URL, but looking at the list of jobs in the category you posted to will NOT show a link to your job. Following the rules posted by Craigslist does not always guarantee your post will not be ghosted SuccessFactors, Inc. All rights reserved. 66

67 Posting a job into Craigslist Clients can use Jobs2web to track postings and quickly copy and paste the pre-formatted job data into Craigslist. 1. Under the Craigslist tab in the Job Section, the system will display search criteria to find jobs that are posted or need to be posted to Craigslist. 2. To view/manage a job for Craigslist, enter the search criteria and select Go. Job search for Craigslist 3. Check the job that needs to be posted and select Post. Jobs2web will display the details for the selected job. Once the job is posted you can view the details simply by clicking on the Post link. Select multiple jobs by checking individual rows or all jobs with the Select All button. You can also view the Craigslist posting by clicking on the CL Posting ID associated with each job. Search results for Craigslist jobs a. Clicking on the Posting ID associated with the Job under the CL Posting ID column will bring you to the Craigslist post. The link will only be valid if the correct post URL is captured in the Craigslist detail documented below. 4. Transferring data from Jobs2web into Craigslist is accomplished by using the copy function next to each posting section. Jobs2web automatically formats the data with relevant HTML tags and URLs optimized for Craigslist SuccessFactors, Inc. All rights reserved. 67

68 Job details with Craigslist Formatting 5. Use the Craigslist Posting ID or Posting URL to track the reference data from Craigslist in Jobs2web. Adding the appropriate Craigslist Posting URL will enable you to click on the Posting ID and navigate from Jobs2web to the Craigslist posting. a. An will be sent to the poster containing a link to view the job posting. Clicking on the link will show you the posting in your browser. Copy and paste the URL into the Craigslist Posting URL field to enable the direct link navigation from the Search Results Page for Craigslist SuccessFactors, Inc. All rights reserved. 68

69 Password Reset for Administrators Password Reset allows a Client Administrator to reset their password through another administrator in order to regain access to the Recruiting Dashboard. The Client Administrator must first contact another administrator and request a password reset. The administrator receiving the request then logs into the Recruiting Dashboard and navigates to the Edit User page for the requesting Client Administrator (noted in Section 4 of User Management). Next, the administrator clicks a button labeled Reset Password located near the password field, which sends an to the requesting Client Administrator with a URL link to reset the password. The requesting Client Administrator can then open the link in this and begin the Password Reset process. The following rules apply for password resets: 1. The link in the Password Reset is only valid for 72 hours. If the requestor does not change their password within that timeframe, the request will become invalid. 2. Password length is a minimum of 8 characters and a maximum of 20 characters. 3. Password composition allows alphanumeric and special characters, and is case sensitive. 4. The password is required to contain at least one alpha character and one numeric or special character. 5. Passwords will allow up to three consecutive repeating characters. 6. Double entry of passwords is required. 7. Passwords will expire every 60 days. 8. You may have three consecutive failed attempt logins in 24 hours before the account is locked, requiring a reset. 9. New passwords must be different than the previous four. 10. Users who do not have any recorded logins after 90 days will be deactivated. 90 and 60 Day Rules Validation of the 90 day rule occurs before validation of the 60 day rule. If the Admin User's account is in a 'Locked Out' status because of the 90 day rule, then the Admin User must request to be 'reset' by another Admin User. Upon reset, a Reset Password is sent to the Admin User's account. The 60 day rule is also reset. If the Admin User's account passes authentication on the 90 day rule, but fails authentication on the 60 day rule, the Admin User is displayed the following message: "Due to Password Security Rules, your password has suspended. A time sensitive Reset Password has been generated to your account that is on file to start the reset process." Password Reset s 2012 SuccessFactors, Inc. All rights reserved. 69

70 o o o o The contains a one-time use URL allowing the Admin User to reset their password. The one time URL is only valid for 72 hours. If the Admin User ignores the for 72+ hours, the Admin User's account must be reset by another Admin User. If the Admin User ignores the for 72+ hours and tries to log in, the message they are given upon sign in is "Your account is suspended." What this means is the message "Due to Password Security Rules..." (Full message noted above), is only displayed once. Subsequent messages would be "Your account is suspended." 2012 SuccessFactors, Inc. All rights reserved. 70

71 Using AddThis Toolbox The AddThis social sharing widget is the default social sharing application for all client sites. This widget allows users to easily share page links through a wide variety of means, including social media, instant messenger, , bookmarks and blogs. Job seekers and visitors can forward a link, along with a message from Talent Landing Pages and Job Pages. Follow the steps below to share Recruiting Marketing content through any available channel. 1. Navigate to a Talent Landing Page or Job Page. 2. Locate the AddThis social share widget. 3. Clicking the plus sign in the AddThis widget allows a user to choose from a much larger list of sharing options. 4. Select the desired distribution channel. 5. When a selection is made, the user will be prompted for the corresponding website. Depending on the site, an option may also appear to enter a personal message or note. Example Sending a Talent Landing Page URL to a WordPress Blog 1. Follow the steps above- You will need to select WordPress from additional options 2012 SuccessFactors, Inc. All rights reserved. 71