Your virtual recruitment desk

Transcription

1 Your virtual recruitment desk

2 Background (who we are) Formed in 2003 Focus Improving business processes, increasing efficiencies and reducing costs Properly managed use of Information Technology Microsoft Partner Multiple competencies including Software Development & Web Development BEE Certified

3 Clients (past and present)

4 Introduction (recruitment industry) Candidates looking for the best job Clients trying to find the cream of the crop Recruiters trying to find the right people for the right job Long been a tedious task involving: Large amounts of filing Phone calls Good memory Clients Candidates Recruiters Jobs

5 Introduction (aim and benefits) Aim is to source the people you or your clients are looking for This is achieved by creating a virtual recruitment desk allowing for quick and easy recruitment management. Benefits Centralized storage of information Automation of time consuming tasks Standardized system and process for all users Promotes Sharing and Collaboration Improved Customer Relationship Management

6 Technology (PeopleSource Recruitment, a smart client) PeopleSource Recruitment has all of these characteristics Connects to a central data store via the internet Queries CV databases Offline capable - Synchronisation of information Automated installation of updates

7 Technology (PeopleSource Recruitment, a smart client) Synchronisation

8 Technology (system requirements) Windows XP/Vista/7 Latest Service Packs Office 2003/2007/2010 Recommended for better integration Hardware 2-gigahertz (GHz) or faster processor 2 GB or more RAM 1024 x 768 or higher resolution Requirements will vary according to database size.

9 Technology (internet requirements) Recommended : Broadband (ADSL, 3G etc) Supported: Dial-up/GPRS/EDGE As PeopleSource Recruitment has offline capability, if no internet is needed, it runs just as well

10 The Application (main features) Intuitive: Easy to use. Friendly, familiar interfaces Integration: Office, your website etc Online\Offline: Work wherever and whenever Import\Export : Various sources and formats supported Search: Find what you need quickly and easily Reporting: Built in and custom reporting

11 The Application (interface screenshots) Command bar Content Area Summary Sidebar

12 The Application (system entities) 6 Distinct System Entities Contacts Candidates Clients Positions Temporary Employees Users/Recruiters

13 Features (command bar) Consists of: Desktop Contacts Candidates Clients Positions Calendar Reports Synchronise Help

14 Features (sidebar) Consists of: Desktop shortcut Personal contacts Favourites Saved lists Import Queue Domain level Domain level admin area User list Organisational unit level Admin area Calendar Reports Contacts Candidates Clients Positions

15 Features (microsoft outlook & word integration) Outlook Add-In runs alongside the main PeopleSource Recruitment application: Importing of information from s Automatic importing of correspondence Ability to import and create entities from s and attachments Importing of information from Microsoft Word (and other) documents Multiple Importing Methods From specified templates Active document tagging

16 Features (importing and exporting) Import information from s and documents (txt, pdf etc) Template based importing and exporting - Fields completed automatically Import and Export information for all entities

17 Features (import external information directly into the database) Document Contents Outlook s/Attachments Automated entry of fields

18 Features (website integration) Companies with existing websites - ability to integrate with existing company websites Companies without existing websites - option to customise PeopleSource Recruitment Express web application to match your company s look, feel and company processes.

19 PSRE - PeopleSource Recruitment Express (website integration your own job board!) Web based system Candidate Registration CV Building and Submission Client Registration Search Functionality Positions Candidates Temporary Staff Login Timesheet entry & Printing Fully integrated with PeopleSource Recruitment (PSR) Bi-directional synchronization of data between PSR and PSRE

20 Common Functions (activities) Activities relating to Candidates, Clients, Contacts, Positions and Temporary Employees are stored in the Activities tab. The activities stored integrate seamlessly with PeopleSource Recruitment s Outlook style calendar. File all correspondence, appointments and related tasks with an entity

21 Common Functions (activities - screenshots) Schedule

22 Common Functions (search functionality) Searching functionality is available on the following system entity types: Contacts Candidates Clients Positions Temporary Employees Basic Search Simple search on relevant fields Advanced Search Allows compilation of exact search criteria

23 Common Functions (basic search)

24 Common Functions (advanced search)

25 Common Functions (documents tab - overview) The documents tab holds all related documentation associated with the entity These may be any type of files or documents, such as PDF documents, Microsoft Excel files, Microsoft Word documents, images or s Documents have a check out/check in function to better facilitate sharing and updating among systems users

26 Common Functions (documents tab screenshots)

27 Common Functions (user defined fields tab - overview) User defined fields allow you to add information to an entity that is not already catered for Typed of User Defined Fields Textbox (General text) Checkbox (Yes/No) Dropdown Lists (Predefined list) Combo Box (Similar to a dropdown list, but allows user to enter text not in the list) Set up in the Administrator Area

28 Common Functions (user defined fields tab screenshots)

29 Common Functions (ownership tab - overview) System entities are assigned owners An owner is the user responsible for that record An entity can have more than one owner Ownership is assigned to the user who first creates an entity Only users who have ownership or an administrator can assign ownership to others.

30 Common Functions (ownership tab screenshots)

31 Common Functions (History tab overview) The following entities are able to track their history assigned to them: Contacts Candidates Clients Positions Temporary Employees The History tabs tracks information such as the time and date when a change was made, the user and the action.

32 Common Functions (History tab overview)

33 Common Functions (permission management - overview) Each entity work area can have permissions set for each user of the system The following permissions can be assigned to a user: Read Add Modify Delete To setup permissions, right-click on a chosen work area and select Manage Permissions.

34 Common Functions (permission management )

35 Features (other features) Spell checking in text areas Colour coded entity status settings Spell Check

36 Contact Section (overview) Contacts can be stored in the personal or organisational unit level. The organisational unit level client area allows users to share company contacts General Name ID No Job title Company Phone numbers Addresses Webpage IM address General notes Details Department Office Profession Manager s name Assistant s name Nickname Title Suffix Spouse s name Birthday Anniversary Drivers License Ethnicity Gender Documents Attach unlimited documents Activities Calendar appointments, tasks and s with attachments are saved in the activities tab User defined fields Create custom fields for nonstandard information History A history of the changes with date/time displayed in this tab Ownership Define who has access to this record

37 Contact Section (screenshots)

38 Candidate Section (overview) General Name ID No Job title Company Phone numbers Addresses Webpage IM address General notes Activities Calendar appointments, tasks and s with attachments are saved in the activities tab Details Department Office Profession Manager s name Assistant s name Nickname Title Suffix Spouse s name Birthday Anniversary Drivers License Ethnicity Gender Documents Attach unlimited documents Profiles Education (tertiary, secondary) Training Skills Languages References Employment History Preferred position Information pertaining to the candidates ideal position is stored here User defined fields Create custom fields for nonstandard information Ownership Define who has access to this record Applications & placements Assign a candidate to any position on the system, recording application status History A history of the changes with date/time displayed in this tab

39 Candidate Section (screenshots)

40 Candidate Section (profiles) The profiles tab contains information regarding the candidates education, training, skills, languages, employment history and references

41 Candidate Section (position applications) Assign a candidate to positions on the system Set status to: CV Submitted, Interview Scheduled, Application Cancelled, Successful, Regret, Placement Cancelled

42 Client Section (overview) General Name Industry Description Addresses Status Referred by Webpage Details Fee percentage Flat fee Date established Currency Date expiry Terms Guarantee info Documents Attach unlimited documents Activities Calendar appointments, tasks and s with attachments are saved in the activities tab User defined fields Create custom fields for nonstandard information Contacts Add to a list of contacts associated with the client History A history of the changes with date/time displayed in this tab Ownership Define who has access to this record Positions Add to a list of positions associated with the client Terms & Conditions Fee percentages, guarantee information and terms per client are stored here

43 Client Section (screenshots)

44 Positions Section (overview) General Position Title Position Type Industry Start date - End date Position Description Responsibilities Achievements/Awards Address Remuneration frequency Structure Amount & Currency Bracket Benefits Notes Status Documents Attach unlimited documents Activities Calendar appointments, tasks and s with attachments are saved in the activities tab User defined fields Create custom fields for nonstandard information Applications & Placements View all applications made for a position including their current status History A history of the changes with date/time displayed in this tab Ownership Define who has access to this record

45 Position Section (screenshots)

46 Temporary Employee (overview) General Name ID No Job title Company Phone numbers Addresses Webpage IM address General notes History A history of the changes with date/time displayed in this tab Details Department Office Profession Manager s name Assistant s name Nickname Title Suffix Spouse s name Birthday Anniversary Activities Calendar appointments, tasks and s with attachments are saved in the activities tab Documents Attach unlimited documents Profiles Education (tertiary, secondary) Training Skills Languages References Preferred position Information pertaining to the candidates ideal position is stored here User defined fields Create custom fields for nonstandard information Ownership Define who has access to this record Applications & placements Assign a candidate to any position on the system, recording application status Timesheets Add, modify and delete the timesheets for this employee

47 Temporary Employee (screenshots)

48 Calendar Section (overview) Displays all scheduled tasks and activities Day, week and month views Drag and drop functionality Filter appointments by clients/candidates/positions/contacts Display only your own appointments

49 Calendar Section (screenshot)

50 Reporting (overview) In-depth reporting functionality Large library of built in reports Printing, exporting, zooming and searching Can be exported as a PDF document, Microsoft Excel file, and a Microsoft Word document Custom Reporting Business Intelligence Create your own reports

51 Reporting (screenshots)

52 Administrator Area (overview) Administration is handled at domain level and organizational unit level and can be found in the sidebar The following functions are performed in the administrator area: System user management User defined fields setup and maintenance

53 On-going Development The following features are under development: Enhanced Searching Improved Reporting Automated Matching Bulk and SMS Integration with Job Boards (PNET, Career Junction etc) Mobile Device Functionality PSR vnext: Fully Web Based Version

54 Conclusion PeopleSource Recruitment can help you: Improve Efficiency Reduce Costs Deliver More to your clients Make more Placements