Altimetrik GlobalOps Training

Transcription

1 Altimetrik GlobalOps Training Most frequently used terms: Screen refers to the computer screen (static view) Form refers to the form on which we are working (dynamic view) Candidate refers to active employees as well as all other personnel Candidate Profile refers to the data screen for candidates Job Order Profile refers to the data screen for jobs Left Nav Bar refers to Left nav bar navigation bar Right Nav Bar refers to Right nav bar navigation bar Top Nav Bar refers to Top navigation bar Bottom Nav Bar refers to Bottom navigation bar TOPICS: I How to enter a new candidate profile A. To enter a candidate into the application: 1. Click on Auto (preferred) under Candidates section on the left nav bar of the screen 2. Copy and paste the candidate s resume into the blank section. 3. Ensure that the candidate name, address, telephone numbers and are listed in the left hand top corner of the box. If not listed or available, you can type in this information or copy and paste form some other source. Example: First Name Last Name, Address Line 1 City, State, ZIP First Tel Number Second Tel Number address 4. If you see Identify resume format type. Pick Type Brazil for Brazilian resumes and USA for all other country resumes. 5. Identify if first telephone number refers to (Home, Office or Cell) 6. Identify if second telephone number refers to (Home, Office or Cell) 7. Click the Extract button 8. Edit the Add Candidate Profile form as needed 9. Click Save button when done 10. Candidate profile will now appear in GlobalOps 11. If there is a duplicate candidate profile, update existing record II. How to update a candidate s profile (including resume) 1. To find your candidate, go to Candidates on the left nav bar quick search links of the screen. Search using Last Name, First Name, etc. Always 1

2 search for the candidate using % or * which will show all candidates with similar names. Click enter or the Go button. 2. You can get to the edit screen one of two ways: i) After finding your candidate s name, while still in the search results screen, click on the link Edit This will take you to the Update Candidate Profile screen, or ii) After finding your candidate, click on the candidate s name. This will bring up the Candidate Profile. To edit, click on Edit Profile on the right nav bar of the form. This will take you to the Update Candidate Profile form 3. To update a resume.doc file, click Add Document while in the Candidate Profile screen. Use the browser to attach the resume or any other document related to the candidate. Resume Title should be the candidate s name (and employee number if applicable). If a resume is not needed, you can use the available delete-icon to delete the old version of the resume 4. To edit resume content in the Candidate Profile, go to Edit Profile and update resume under resume section by directly editing or copy and paste information from another soft copy. *NOTE* resume content in the Candidate Profile is required for searches. This section must be maintained with current resume information for GlobalOps to be effective III. How to search for candidates and assign candidates to a job using a Job Order Profile (IN 5 Clicks) 1. To find a requirement, go to Job Orders on the left nav bar of the screen. Search using Title or Company or Job Order Number, etc. Always search for the job using % or * which will show all possible job orders. Click the Go button. Tip: Search for company, and then you can see all active JOs under that company. 2. When you have found the job to which you want to assign candidates, click on the Job Title to enter the Job Order Profile 3. To search for candidates who would fit the position use the search function of GlobalOps. Searching using Candidate Concept Match (recommended) located on right nav bar of form Click on Candidate Concept Match Note that you can limit the number of candidates to be returned and the percentage of match. 4. When in Candidate Concept Match you will be given the opportunity to edit your search criteria. When you are satisfied with search criteria, click Search at the bottom of the form TIP you can save a search if used frequently using the Save button on the form. These are then available via the drop down in the bottom middle of the screen 5. GlobalOps will take you to the Candidate Search Results screen. To add a candidate (s) to the position, check the box (es) next to edit. Click on the drop down under Send Checked Candidates and select To job title Job Order. And click Go when all candidates to be assigned to the job have been checked 6. Click Return to job title Job Order Profile on the right side top corner of the screen to return to the Job Order Profile screen. 2

3 Your candidate will be noted under the Candidates section on the bottom of the form. Candidate status will be Short Listed IV. How to search a matching job while in the Candidate Profile and add candidate to job 1. To find your candidate, go to Candidates on the left nav bar of the screen. Search using Last Name, First Name, etc. You can also search for the candidate using % or * which will show all candidates. Click the Go button. 2. When you have found your candidate, click on Candidate Name to enter the Candidate Profile 3. To find an appropriate open job for a candidate, click on Job Concept Match on the right nav bar of the form Matching jobs will appear in the Job Order Concept Search Results screen 4. To assign the candidate to the job (s), check the box (es) next to edit. Ensure Send Checked Jobs reads To Last Name, First Name. Click Go Your candidate will be noted under the Candidates section on the bottom of the Job Profile form. TIP: To find other candidates that fit a certain candidate s profile, use the Candidate Concept Match function instead of the Job Concept Match V. How to assign a candidate to a job from the Candidate Profile Summary: Detailed steps: 1. Place candidate in candidate cart 2. Go to View Job profile page of the job 3. Click on Add Candidate from Cart button in the Left Nav Bar 4. To find your candidate, go to Candidates on the left nav bar of the screen. Search using Last Name, First Name, etc and then check Mine box, if you are the owner of the candidate Always search for candidate using % or * which will show all candidates. Click the Go button. 5. When you find your candidate, check the box next to edit. Ensure the drop down under Send Checked Candidates reads to my Candidate Cart. Click Go. The candidate will be placed in your Candidate Cart 6. Next find the Job Order on which you want the candidate assigned. To find your requirement, go to Job Orders on the left nav bar of the screen. Search using Title or Client Job Order (CJO) Number or Altimetrik s system Job Order (SJO) number, etc. You can also search for the job using % or * which will show all requirements. Click the Go button 7. When you have found the job to which you want to assign candidates, click on the Job Title to enter the Job Order Profile 8. The upper right of your screen will be your cart. Select the person s name you wish to add to the job. Click Add From Cart located on right nav bar of form TIP - Your candidate will be noted under the Candidates section on the bottom of the form. Candidate status will be Short Listed 3

4 VI. How to update a job/requirement (JO) Most Critical JO Updates: Job Order Statuses: a. Accepting b. Not Accepting c. On Hold d. e. Closed Job Order Priorities: f. Normal g. Hot h. Backfill i. Exclusive Detailed Steps: 1. To find your requirement, go to Job Orders on the left nav bar of the screen. Search using Company or Title or Client Job Order (CJO) number or Altimetrik s System Job Order (SJO) number etc. You can also search for the job using % or * which will show all possible requirements. Click the Go button or just enter. 2. When you have found your requirement, click on the icon that resembles a business card or the edit link and you will be in edit mode of the Job order. 3. Edit as needed and click Save prior to exiting. If no changes, you can click the Back button on your browser. 4. Alternatively, if you are already in the JO profile, click on Edit button on the top right hand corner. TIP: To search only for jobs assigned to you, search using the Mine feature on the left nav bar of the screen VII. How to change Hiring stage of candidates on a job order Candidate Hiring Stages: There are 8 candidate hiring stages in the system, they are Short Listed -> SM to BDM -> BDM to Client -> Interviewing -> Client Decision -> Offer -> Hired -> Start Critical stage must be updated for reports. Critical stage must be updated for reports. Critical stage For a NHA paper work. Place holder for future use. Critical stage must be updated for reports. Termination (This link only appears after the candidate is moved to the start stage). 4

5 Detailed Steps: Go to Job Orders on the left nav bar of the screen. Search using Title or Altimetrik s System Job Order (SJO) number or Client Job Order (CJO) number, etc. You can also search for the job using % or * which will show all possible requirements. Click the Go button When you have found the job on which you want to change hiring/assigned status, click on the Job Title to enter the Job Order Profile Go to the Candidates section at the bottom of the form where you will find candidates for the job Select the status via the hiring stage boxes. Hiring stages are as follows: a. Short Listed -> b. To BDM -> c. To Client -> Critical stage must be updated for reports. d. Interviewing -> Critical stage must be updated for reports. e. Client Decision -> f. Offer -> Critical stage For a NHA paper work. g. Hired -> Place holder for future use. h. Start Critical stage must be updated for reports. i. Termination (This link only appears after the candidate is moved to the start stage). Note: During the Hiring process, you can Disqualify and Re-Qualify a candidate When you select the box of the phase you wish the candidate to move to, you will be prompted to specify the action and make notes on the action in the Candidate Sendout Activity form. When you have noted all details, click Save You will be returned to the Job Order Profile form. Under Candidates section you will note the candidate s status has changed/advanced. VIII. How to create and update a New Hire Authorization (NHA) and Subcontractor paper work. Click on Offer stage of the candidate on a given JO. Type in your notes and click on Submit. Select the Pay Type Update requested information. Print the NHA or Subcontractor Information Form (SIF) and then save. To edit an existing NHA or SIF, go to JO profile and click on the edit link next to NHA or SIF. Click Save once the editing is completed. Note: Only the NHA or SIF original creator can see the edit link and update the record. IX. How to send a candidate s resume/profile to a manager, Business Development Manager, etc. 5

6 1. In order to send a candidate s resume to somebody, the candidate must be associated with the Job Order. See previous for directions to do that 2. To find your requirement, go to Job Orders on the left nav bar of the screen. Search using Title, Job Order Number, etc. You can also search for the job using % or * which will show all requirements. Click the Go button 3. When you have found the job on which you want to assign candidates, click on the Job Title to enter the Job Order Profile 4. Under Candidates section on the bottom of the form you will find the candidates listed. Check the box of those candidates you wish to send to someone. Ensure that Send Marked specifies: To Account Manager/Rep Via then an . Click Go 5. If appropriate person isn t noted in the To section, you may use the cc: section to send to the appropriate person. The To section is derived from the Account Manager noted on the Job Order Profile. To change Account Manager, use the edit function on the top right nav bar of the Job Order Profile form 6. In the Send to Account Manager form, select attachment if you wish to send the.doc or text resume if you wish to send text. You can choose both if you wish When all detail is included in the , click Send X. How to send job details to a candidate 1. In order to send a candidate the job details, the candidate must be associated with the Job Order. See previous for directions to do that 2. To find your requirement, go to Job Orders on the left nav bar of the screen. Search using Title, Job Order Number, etc. You can also search for the job using % or * which will show all requirements. Click the Go button 3. When you have found the job with which you want to notify candidates, click on the Job Title to enter the Job Order Profile 4. Under Candidates section on the bottom of the form you will find the candidates listed. Check the box of those candidates you wish to send the job details. Ensure that Send Marked specifies: an then an No Template. Click Go 5. In the Mass form, note all details you want to include. When all detail is included in the , click Send Calculator XI. How to add a company 1. Click on quick add under companies quick search and fill in the basic information about the new company and its contact. XII. How to update an existing company 1. Find an existing company by doing a wild card search under company quick search. 2. Once found click on the edit button towards the left of the company name under search results page or on the edit button on the company profile page. XIII. How to add a company contact 1. Go to company profile. 2. Go to Locations and contacts tab 6

7 3. Go to a company location 4. Click on add contacts button. XIV. How to update company contact 1. Find a company contact by doing a wild card search for last name or first name under Company quick search. 2. Click on the edit button towards the left of the company contact and edit the company contact. XV. How to keep notes on company/company contacts. 1. Find a company contact using wild card search under company quick search 2. Click on the contact name to open the profile 3. Go to Notes tab and click on add notes. XVI. How to keep notes on candidates and job orders 1. Find a contact using wild card search under candidates quick search 2. Click on the candidate name to open the profile 3. Go to Notes tab and click on add notes. XVII. How to complete Termination paperwork/ exit interview 1. Once all 8 hiring stages are completed on a candidate profile the Separation paperwork link be comes active. 2. Click on separation paperwork link to complete the separation paperwork. XVIII. templates. 1. You can create your own templates for various purposes 2. View under MySetup and click on appropriate template. 3. You create new, edit existing templates on this page. ***** 7