140523 2014-02-07T15:29:40-05:00 266142 false Help Documents 1 2015-08-21T04:41:06-04:00 1 1 2014-02-12T12:46:48-05:00 0 0 Candidates – Position Category Under the Candidates section in an open Candidate record there is a field called Position Category found in the Candidate Information tab.  This allows you to categorize the type of position the individual worked/s in.   As a team agree upon what terms should be entered into the list (see example below) and do not edit list as this will not ensure accurate data.  Use the position category as a means to group individuals in a specified area. The profile title will automatically be parsed from the resume.  This is a free text box which allows deviations due to mistypes and therefore will not be as accurate when trying to search for applicable talent for the job posting. Create a list of positions that are applicable to your area (s) of focus.  This will enable you to track them. Administration Department:  In order for administrators to view records within employee management of employees of your company you must be give permissions within the Administration Department in HRM to view the list.  Chris Allison is the only user with permissions to view the Administration Department and all the employee records that are associated with the Administration Department.  Currently there are 15 employees associated with the Administration Department. If there is going to be more than one administrator that will require access to the Administration Department, you can add permissions to other users through Edit Department.  Check the box next to the department you wish to Edit, then Edit Department. In order to add multiple users you must hold down the control key (CTRL) and select the users you wish to add, then click on Save.  These users now have permission to view the records in those folders. Analytics – Reports: When customizing a report, it is important to save two copies of the report.  One copy should be public, which enables all users to utilize that report as well as edit the report.  By creating a separate privatized report, you can continuously utilize the report without other users customizing or doctoring the report.  In the private report use “-“ Private to denote the private report on the Analytics screen.   <div style="padding: 0in 0in 4pt;"> <h1><u><span style="font-size: 24px;">Candidates – Position Category</span></u></h1> <p>Under the Candidates section in an open Candidate record there is a field called Position Category found in the Candidate Information tab.  This allows you to categorize the type of position the individual worked/s in.</p> <p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041547658/original/7eNBbICi7MNL85MRbrxcd-cZHlMp4_IOZg?1501167162" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041547658/original/7eNBbICi7MNL85MRbrxcd-cZHlMp4_IOZg?1501167162" data-fileid="4041547658" data-uniquekey="1501167117496"> </p> <p>As a team agree upon what terms should be entered into the list (see example below) and do not edit list as this will not ensure accurate data.  Use the position category as a means to group individuals in a specified area.</p> <p>The profile title will automatically be parsed from the resume.  This is a free text box which allows deviations due to mistypes and therefore will not be as accurate when trying to search for applicable talent for the job posting.</p> <p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041547722/original/8_M6XABRhGOoo4jjRL0HLwdDTQGZvoViEw?1501167233" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041547722/original/8_M6XABRhGOoo4jjRL0HLwdDTQGZvoViEw?1501167233" data-fileid="4041547722" data-uniquekey="1501167117496"></p> <p><br></p> <p>Create a list of positions that are applicable to your area (s) of focus.  This will enable you to track them.</p> <p><br></p> <h1><u><span style="font-size: 24px;">Administration Department:</span></u></h1> In order for administrators to view records within employee management of employees of your company you must be give permissions within the Administration Department in HRM to view the list.  Chris Allison is the only user with permissions to view the Administration Department and all the employee records that are associated with the Administration Department.  Currently there are 15 employees associated with the Administration Department.</div><div style="padding: 0in 0in 4pt;"><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041547761/original/0y8NC2bQZ5Ev2PnDcUPluNq3zCR1dKt7lQ?1501167278" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041547761/original/0y8NC2bQZ5Ev2PnDcUPluNq3zCR1dKt7lQ?1501167278" data-fileid="4041547761" data-uniquekey="1501167117496"></div><div style="padding: 0in 0in 4pt;">If there is going to be more than one administrator that will require access to the Administration Department, you can add permissions to other users through Edit Department.  Check the box next to the department you wish to Edit, then Edit Department.</div><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041547780/original/LYkaCbf_SCLfI2Jpda_8t4oyP3M7mqbkvw?1501167294" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041547780/original/LYkaCbf_SCLfI2Jpda_8t4oyP3M7mqbkvw?1501167294" data-fileid="4041547780" data-uniquekey="1501167117496"></p><p>In order to add multiple users you must hold down the control key (CTRL) and select the users you wish to add, then click on Save.  These users now have permission to view the records in those folders.</p><p><br><u><span style="font-size: 24px;">Analytics – Reports:</span></u></p><p>When customizing a report, it is important to save two copies of the report.  One copy should be public, which enables all users to utilize that report as well as edit the report.  By creating a separate privatized report, you can continuously utilize the report without other users customizing or doctoring the report.  In the private report use “-“ Private to denote the private report on the Analytics screen.</p><div style="padding: 0in 0in 4pt;"> <p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041547791/original/oLN9BE2DgmYKkJWJt3eAKMKbd5qkB4g0Kg?1501167317" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041547791/original/oLN9BE2DgmYKkJWJt3eAKMKbd5qkB4g0Kg?1501167317" data-fileid="4041547791" data-uniquekey="1501167117496"></p> <p><br></p> <p> </p> </div> 266142 727 189961 2017-07-27T10:57:49-04:00 4004241107 1 2 0 0 Position Category/Departments/Analytics Tips & Tricks 2015-08-21T04:41:07-04:00 12054499 1 2014-02-12T13:15:39-05:00 1 1 Placement Status      A new column has been introduced in the “Manage Submissions” screen found within the Job Orders window to indicate the Placement/Assignment status of a submitted candidate.     There are two options to access the Submissions pop-up screen for a specified job order. Go to CRM – Job Orders – Double click on open job order – Scroll down to Submitted Candidates (on the right hand side) – Click on “manage submissions” Go to CRM – Job Orders – Scroll to the right on the main Job Order grid until the Candidates column is displayed – Click on the underlined number listed under the Candidates column      The column enables the front office users to quickly view the status of a placement and the corresponding back office location for the completed placement. Cancelling Placements Cancelling Placements in CRM     Front office users have the ability to cancel a pending placement by clicking on the “Placement details” icon on the far right corner of every submission.  The Placement Details icon appears on a record after the placement has been completed.  In order to cancel the placement, the user will need to open the manage submissions screen and click on the Placement Details icon and click on Cancel Placement.  The option for cancellation is only available for candidates who are being placed for the first time.  Clicking on the link will display a text box that requires the user to provide a reason for cancellation.  Once the reason has been filled in, click on cancel placement. This will update the placement/assignment status on the manage submission screen. Additionally, the cancelled status is updated in the Candidate summary screen on the placed panel. NOTE: This does not change the candidate status in the main CRM Candidates grid. Cancelling Placements in HRM Cancelling Multiple Assignments  In HRM – Hiring Management, the links “Reject” and “Rejected Candidate List” have been replaced with a new link “Cancel Placements”. The functionality to reject candidates has been updated to enable users to cancel the placement/hiring process. Multiple candidate placements can be cancelled at the same time in Hiring Management by selecting the check box to the left of each candidate record, key in a cancellation reason at the bottom of the screen and click on “Cancel Placements”. NOTE: Doing the above action will cancel all placements for the candidate being hired not just the placement being displayed. A candidate will appear in Hiring Managmenet if this is the first time the candidate has been placed.  To verify if there are multiple placements for one candidate record, double click on the candidate record, click on the HR Data tab, click on Assignments this will give you a list of all pending placements. After the reason has been provided, click on the Cancel Placements icon.  This will update the status in the placement panel of the candidate’s summary screen and placement status in manage submissions screen and remove the candidate from Hiring Management. Cancelling Single Placements in HRM      Placements can be cancelled one at a time for a candidate that has been placed on multiple job orders. To access the list of placements, double click on the candidate record in HRM – Hiring Management to open the record. Next, click on the HR Data – Assignments tab and click on “Cancel Placement” link next to the job title of the placement you wish to cancel. Reactivating Cancelled Assignments      Users can reactivate the placement by either clicking on the placement details icon in the manage submission screen or the cancelled record in the placement panel of the candidate summary screen. This will open the placement details screen where a Activate Placement link will be displayed. Clicking on the “Activate Placement” link will refresh the screen and display the Placement screen in edit mode.  Update all information needed to complete the placement (if necessary) and click on the “Place Candidate” link. Assignment Status Change Candidate status changes per Assignment Status Once an assignment is approved in Accounting – Assignments the status of the candidate in CRM changes to “On Assignment” automatically. NOTE:  The automatic change in the candidate status in CRM occurs only when: There is an approval of an assignment to the status of “Active” in Accounting – Assignments, then the Candidate status in CRM changes to “On Assignment”. There is an Update Status to Closing/Cancellation of all Active or Needs Approval assignments for that candidate, then the Candidate status changes to “Actively Searching”. *** For Direct Placements, once an assignment is approved the assignment will close and the candidate will be changed to Actively Searching. *** For Employees with multiple assignments, all assignments must be closed in order for the status to change to Active Searching.  If one assignment remains Active then the candidate will be marked as On Assignment in CRM*** Assignment grid     By default, only assignments with a status of “Active” and “Needs Approval” are listed. Assignment pop-up messages When updating assignment statuses to approve, close, or cancel, different pop up messages will appear based on which job type is being updated. Clicking on the “Update Status” link will allow a user to approve the assignment and will display the following pop-up message: Approving Multiple Assignments with Different Job Types Approving Temp/Contract, and Temp/Contract to Direct Assignments Assignment records that have no Start Date populated during the placement process or prior to approval will be updated automatically with the date displayed in the first section of the message as the Start Date upon approval. By default the date displayed is the current date. Approving Direct Assignments When approving a direct assignment the second section of the message (shown in bold in the above pop up window) will be displayed with multiple options. This section provides the user with an option to change the default End Date for the direct assignment, change the default Termination Date, and asks if the user would like to close any other Active assignments for  the employee with the direct assignment (in many cases the End Date will be the same as the Start Date). Candidates that are placed on the direct assignment in Akken are hired as employees in HRM – Employee Management and then immediately terminated with the same date as the day the action of approval has occurred. With the above change, a user can change the default Termination Date. Any open assignments for the employee who has been placed on a direct assignment will automatically be closed. An option is now provided to change the default close date for the open assignments. NOTE:  If a start date or an end date has already been provided on the assignment prior to approval then the dates used to approve the assignment will remain.  The pop-up screen for approving the assignments WILL NOT override the dates provided on the individual assignments. Cancelling Assignments Assignments can be cancelled with a future end date using the update status link from the main assignments listing screen and selecting the “Cancel Assignment(s)” radio button as shown in the below screenshot. Assignments that have not yet been approved or assignments that are currently active can be cancelled. Assignments that do not have an end date populated will be cancelled with an end date displayed/selected in the pop up message. Assignments with end dates pre-populated will be cancelled with the dates provided on the assignment (the assignments will not be overridden with the date provided in the pop-up). However, users can update and override the end date with the displayed/selected date in the above screenshot by selecting the check box. Timesheets and Expenses can still be captured for the cancelled assignments until the end date listed on the assignment. Closing Assignments Closing active assignments displays the below pop-up message. Assignments that do not have end date populated will be closed with an end date displayed/selected in the pop up message. Assignments with end dates pre-populated will be closed with the dates provided on the assignment (the assignments will not be overridden with the date provided in the pop-up). However, users can update and override the end date with the displayed/selected date in the above screenshot by selecting the check box. Timesheets and Expenses can still be captured for the closed assignments until the end date listed on the assignment. Reactivation of Assignments A closed assignment (all job types) can now be reactivated using the “Update Status” link. Reactivating a closed assignment and changing the end date can be done in one step by selecting the check box next to the closed or cancelled assignment and clicking on Update Status.  The above pop-up will appear once the Update Status button has been clicked. NOTE:   If the user is reactivating the assignment in order to make changes to the rates or other details within the assignment, DO NOT select the first check box. In some cases assignments that have been closed will have a corresponding terminated employee record.  In the above pop-up message the user has the option to re-activate the employee record in HRM – Employee Management by selecting the second check box. *** In order to reactivate any assignment, the time sheets and/or placement fee cannot be billed/invoiced (the time or fee cannot be listed in Deliver Invoices or Invoices History).  All assignments that require reactivation must remain in the Create Invoices area under Accounting – Customers.  If the time sheets or placement fee has already been billed, please Remove the Invoice from Invoice History or Deliver Invoices and then reactivate the assignment*** <p><strong><span style="font-size: 18px;">Placement Status</span></strong></p><p>     A new column has been introduced in the “Manage Submissions” screen found within the Job Orders window to indicate the Placement/Assignment status of a submitted candidate.</p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041549243/original/ZvpIu4_HeTMShN5k8ADdQHxqW_4gMH84WQ?1501169192" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041549243/original/ZvpIu4_HeTMShN5k8ADdQHxqW_4gMH84WQ?1501169192" data-fileid="4041549243" data-uniquekey="1501169156974" class="fr-dii fr-draggable"></p><p><br></p><p>    There are two options to access the Submissions pop-up screen for a specified job order.</p><p>Go to CRM – Job Orders – Double click on open job order – Scroll down to Submitted Candidates (on the right hand side) – Click on “manage submissions”</p><p>Go to CRM – Job Orders – Scroll to the right on the main Job Order grid until the Candidates column is displayed – Click on the underlined number listed under the Candidates column</p><p>     The column enables the front office users to quickly view the status of a placement and the corresponding back office location for the completed placement.</p><p>Cancelling Placements</p><h1><strong>Cancelling Placements in CRM</strong></h1><p>    Front office users have the ability to cancel a pending placement by clicking on the “Placement details” icon on the far right corner of every submission.  The Placement Details icon appears on a record after the placement has been completed.  In order to cancel the placement, the user will need to open the manage submissions screen and click on the Placement Details icon and click on Cancel Placement.  The option for cancellation is only available for candidates who are being placed for the first time. </p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041549281/original/B97jEC7sNFoMPAj6PjU78yP1qmS6qppYBA?1501169228" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041549281/original/B97jEC7sNFoMPAj6PjU78yP1qmS6qppYBA?1501169228" data-fileid="4041549281" data-uniquekey="1501169156974" class="fr-dii fr-draggable"></p><p><br></p><p>Clicking on the link will display a text box that requires the user to provide a reason for cancellation.  Once the reason has been filled in, click on cancel placement.</p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041549323/original/s1uoW2HfXUwy5qheWsgFUo_Gc-LT-Ac2Jg?1501169255" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041549323/original/s1uoW2HfXUwy5qheWsgFUo_Gc-LT-Ac2Jg?1501169255" data-fileid="4041549323" data-uniquekey="1501169156974" class="fr-dii fr-draggable"></p><p><br></p><p>This will update the placement/assignment status on the manage submission screen.</p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041549356/original/8hTOmnbE9Dej5Z0s3U8MZU87zj4tFC1QNA?1501169282" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041549356/original/8hTOmnbE9Dej5Z0s3U8MZU87zj4tFC1QNA?1501169282" data-fileid="4041549356" data-uniquekey="1501169156974" class="fr-dii fr-draggable"></p><p><br></p><p>Additionally, the cancelled status is updated in the Candidate summary screen on the placed panel.</p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041549389/original/CedAM3zH0rAnP83ajuPFDWCjziIwLDx7tg?1501169305" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041549389/original/CedAM3zH0rAnP83ajuPFDWCjziIwLDx7tg?1501169305" data-fileid="4041549389" data-uniquekey="1501169156974" class="fr-dii fr-draggable"></p><p><br></p><p><strong>NOTE: </strong>This does not change the candidate status in the main CRM Candidates grid.</p><h1><strong>Cancelling Placements in HRM</strong></h1><p><strong>Cancelling</strong> <strong>Multiple Assignments </strong></p><p>In HRM – Hiring Management, the links “Reject” and “Rejected Candidate List” have been replaced with a new link “Cancel Placements”. The functionality to reject candidates has been updated to enable users to cancel the placement/hiring process.</p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041549440/original/oTYozP9Huw7DCKRCyGsjr2iOM_C2OTK0Cw?1501169341" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041549440/original/oTYozP9Huw7DCKRCyGsjr2iOM_C2OTK0Cw?1501169341" data-fileid="4041549440" data-uniquekey="1501169156974" class="fr-dii fr-draggable"></p><p><br></p><p><br></p><p>Multiple candidate placements can be cancelled at the same time in Hiring Management by selecting the check box to the left of each candidate record, key in a cancellation reason at the bottom of the screen and click on “Cancel Placements”.</p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041549471/original/9ooq0QKHvkxSEJKvYW91WRdo8ByzCXe4Ig?1501169372" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041549471/original/9ooq0QKHvkxSEJKvYW91WRdo8ByzCXe4Ig?1501169372" data-fileid="4041549471" data-uniquekey="1501169156974" class="fr-dii fr-draggable"></p><p><br></p><p><strong>NOTE:</strong> Doing the above action will cancel all placements for the candidate being hired not just the placement being displayed. A candidate will appear in Hiring Managmenet if this is the first time the candidate has been placed.  To verify if there are multiple placements for one candidate record, double click on the candidate record, click on the HR Data tab, click on Assignments this will give you a list of all pending placements.</p><p>After the reason has been provided, click on the Cancel Placements icon.  This will update the status in the placement panel of the candidate’s summary screen and placement status in manage submissions screen and remove the candidate from Hiring Management.</p><h1><strong>Cancelling Single Placements in HRM</strong></h1><p>     Placements can be cancelled one at a time for a candidate that has been placed on multiple job orders. To access the list of placements, double click on the candidate record in HRM – Hiring Management to open the record. Next, click on the HR Data – Assignments tab and click on “Cancel Placement” link next to the job title of the placement you wish to cancel.</p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041549479/original/S9TtYa9MFTUnxGaZk5ZnkRb0dUUIBcK1kg?1501169405" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041549479/original/S9TtYa9MFTUnxGaZk5ZnkRb0dUUIBcK1kg?1501169405" data-fileid="4041549479" data-uniquekey="1501169156974" class="fr-dii fr-draggable"></p><p><br></p><p><strong>Reactivating Cancelled Assignments</strong></p><p><strong>     </strong>Users can reactivate the placement by either clicking on the placement details icon in the manage submission screen or the cancelled record in the placement panel of the candidate summary screen. This will open the placement details screen where a Activate Placement link will be displayed.</p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041549511/original/aTz3ZkoC_XnHanObR3E1kzKAPocdCeKiMg?1501169428" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041549511/original/aTz3ZkoC_XnHanObR3E1kzKAPocdCeKiMg?1501169428" data-fileid="4041549511" data-uniquekey="1501169156974" class="fr-dii fr-draggable"></p><p><br></p><p>Clicking on the “Activate Placement” link will refresh the screen and display the Placement screen in edit mode.  Update all information needed to complete the placement (if necessary) and click on the “Place Candidate” link.</p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041549545/original/hjtmUfvXxz6Dm1rrsp2SXUP9S_wpYHffqg?1501169453" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041549545/original/hjtmUfvXxz6Dm1rrsp2SXUP9S_wpYHffqg?1501169453" data-fileid="4041549545" data-uniquekey="1501169156974" class="fr-dii fr-draggable"></p><p><br></p><p>Assignment Status Change</p><h1><strong>Candidate status changes per Assignment Status</strong></h1><p>Once an assignment is approved in Accounting – Assignments the status of the candidate in CRM changes to “On Assignment” automatically.</p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041549582/original/nkHz3qkMqvrRLbG9gSKXAMYUyEpNWmpr0g?1501169478" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041549582/original/nkHz3qkMqvrRLbG9gSKXAMYUyEpNWmpr0g?1501169478" data-fileid="4041549582" data-uniquekey="1501169156974" class="fr-dii fr-draggable"></p><p><br></p><p><strong>NOTE:</strong>  The automatic change in the candidate status in CRM occurs only when:</p><p>There is an approval of an assignment to the status of “Active” in Accounting – Assignments, then the Candidate status in CRM changes to “On Assignment”.</p><p>There is an Update Status to Closing/Cancellation of all Active or Needs Approval assignments for that candidate, then the Candidate status changes to “Actively Searching”.</p><p>*** For Direct Placements, once an assignment is approved the assignment will close and the candidate will be changed to Actively Searching.</p><p>*** For Employees with multiple assignments, all assignments must be closed in order for the status to change to Active Searching.  If one assignment remains Active then the candidate will be marked as On Assignment in CRM***</p><p><br></p><p><strong>Assignment grid</strong></p><p>    By default, only assignments with a status of “Active” and “Needs Approval” are listed.</p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041549602/original/aBEGH5-ny1nUS-nXbrbb9wBR1lSjGi_BdQ?1501169522" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041549602/original/aBEGH5-ny1nUS-nXbrbb9wBR1lSjGi_BdQ?1501169522" data-fileid="4041549602" data-uniquekey="1501169156974" class="fr-dii fr-draggable"></p><p><br></p><p><strong>Assignment pop-up messages</strong></p><p>When updating assignment statuses to approve, close, or cancel, different pop up messages will appear based on which job type is being updated.</p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041549616/original/G6VSSb0aSm03TjZdzLwfVYLOW5QoUQpTtw?1501169551" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041549616/original/G6VSSb0aSm03TjZdzLwfVYLOW5QoUQpTtw?1501169551" data-fileid="4041549616" data-uniquekey="1501169156974" class="fr-dii fr-draggable"></p><p><br></p><p>Clicking on the “Update Status” link will allow a user to approve the assignment and will display the following pop-up message:</p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041549634/original/0Ykz0VsbJYqiAzNsqysdAWINVg7qw_x-lA?1501169572" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041549634/original/0Ykz0VsbJYqiAzNsqysdAWINVg7qw_x-lA?1501169572" data-fileid="4041549634" data-uniquekey="1501169156974" class="fr-dii fr-draggable"></p><p><br></p><p><strong>Approving Multiple Assignments with Different Job Types</strong></p><h1><strong>Approving Temp/Contract, and Temp/Contract to Direct Assignments</strong></h1><p>Assignment records that have no Start Date populated during the placement process or prior to approval will be updated automatically with the date displayed in the first section of the message as the Start Date upon approval. By default the date displayed is the current date.</p><h1><strong>Approving Direct Assignments</strong></h1><p>When approving a direct assignment the second section of the message (shown in bold in the above pop up window) will be displayed with multiple options. This section provides the user with an option to change the default End Date for the direct assignment, change the default Termination Date, and asks if the user would like to close any other Active assignments for  the employee with the direct assignment (in many cases the End Date will be the same as the Start Date).</p><p>Candidates that are placed on the direct assignment in Akken are hired as employees in HRM – Employee Management and then immediately terminated with the same date as the day the action of approval has occurred. With the above change, a user can change the default Termination Date.</p><p>Any open assignments for the employee who has been placed on a direct assignment will automatically be closed. An option is now provided to change the default close date for the open assignments.</p><p><br></p><p><strong>NOTE:</strong>  If a start date or an end date has already been provided on the assignment prior to approval then the dates used to approve the assignment will remain.  The pop-up screen for approving the assignments <strong>WILL NOT</strong> override the dates provided on the individual assignments.</p><p><br></p><p><strong>Cancelling Assignments</strong></p><p>Assignments can be cancelled with a future end date using the update status link from the main assignments listing screen and selecting the “Cancel Assignment(s)” radio button as shown in the below screenshot.</p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041549652/original/3zrrgWp77YQgRQUgo4WXTDaRK7SFfT4Y1w?1501169604" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041549652/original/3zrrgWp77YQgRQUgo4WXTDaRK7SFfT4Y1w?1501169604" data-fileid="4041549652" data-uniquekey="1501169156974" class="fr-dii fr-draggable"></p><p><br></p><p>Assignments that have not yet been approved or assignments that are currently active can be cancelled. Assignments that do not have an end date populated will be cancelled with an end date displayed/selected in the pop up message. Assignments with end dates pre-populated will be cancelled with the dates provided on the assignment (the assignments will not be overridden with the date provided in the pop-up).</p><p>However, users can update and override the end date with the displayed/selected date in the above screenshot by selecting the check box.</p><p>Timesheets and Expenses can still be captured for the cancelled assignments until the end date listed on the assignment.</p><p><br></p><p><strong>Closing Assignments</strong></p><p>Closing active assignments displays the below pop-up message.</p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041549737/original/V6X8M_bsvl-zsZXDU0zS3osfIebspkcTYA?1501169679" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041549737/original/V6X8M_bsvl-zsZXDU0zS3osfIebspkcTYA?1501169679" data-fileid="4041549737" data-uniquekey="1501169156974" class="fr-dii fr-draggable"></p><p><br></p><p>Assignments that do not have end date populated will be closed with an end date displayed/selected in the pop up message. Assignments with end dates pre-populated will be closed with the dates provided on the assignment (the assignments will not be overridden with the date provided in the pop-up).</p><p>However, users can update and override the end date with the displayed/selected date in the above screenshot by selecting the check box.</p><p>Timesheets and Expenses can still be captured for the closed assignments until the end date listed on the assignment.</p><p><strong><br></strong></p><p><strong>Reactivation of Assignments</strong></p><p>A closed assignment (all job types) can now be reactivated using the “Update Status” link.</p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041549778/original/q6pTPvWgnKuDMIe9KVsdY_-6sOka0nUu9A?1501169742" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041549778/original/q6pTPvWgnKuDMIe9KVsdY_-6sOka0nUu9A?1501169742" data-fileid="4041549778" data-uniquekey="1501169156974" class="fr-dii fr-draggable"></p><p>Reactivating a closed assignment and changing the end date can be done in one step by selecting the check box next to the closed or cancelled assignment and clicking on Update Status.  The above pop-up will appear once the Update Status button has been clicked.</p><p><br></p><p><strong>NOTE:</strong>   If the user is reactivating the assignment in order to make changes to the rates or other details within the assignment, <strong>DO NOT</strong> select the first check box.</p><p>In some cases assignments that have been closed will have a corresponding terminated employee record.  In the above pop-up message the user has the option to re-activate the employee record in HRM – Employee Management by selecting the second check box.</p><p><br></p><p><strong>*** In order to reactivate any assignment, the time sheets and/or placement fee cannot be billed/invoiced (the time or fee cannot be listed in Deliver Invoices or Invoices History).  All assignments that require reactivation must remain in the Create Invoices area under Accounting – Customers.  If the time sheets or placement fee has already been billed, please Remove the Invoice from Invoice History or Deliver Invoices and then reactivate the assignment***</strong></p> 266142 459 189969 2017-07-27T11:43:12-04:00 4004241107 2 2 1 1 How to Utilize Back Office Assignments 2015-08-21T04:41:07-04:00 12054499 1 2014-02-12T13:17:04-05:00 4 1 Before importing information into Akken, look at your CSV file and follow these bullet points: Start with a clean CSV file. If you’re on a Mac, the file will need to be saved as a Windows CSV specifically.  In your CSV file, avoid special characters, including forward slashes. In your CSV file, make sure there are no empty cells for fields that you are checking against existing records. In your CSV file, make sure there are no empty rows (check below the last row of data). In your CSV file, make sure there are no empty columns (check to the right of the last column of data). In your CSV file, we recommend naming the columns with the same or similar names as the fields within Akken that you'd like to map to. In your CSV file, we suggest using a tag column. For example, the initials of the user doing the import. It's a good way to track imports. During an import, when mapping on the 2nd screen (the one to check for existing records), do NOT select the fields that you are updating (only select the fields you are not updating). This only applies if you select 'Update the existing record(s) with the imported data'. On the CRM > Contacts/Candidates/Companies screen, click Import/Export and browse for your CSV file. Click 'Import'. Map out the items on the spreadsheet with the column titles on the left.  The drop down list items are the columns from the spreadsheet.  The columns on the left hand side in blue, are the corresponding Akken fields. Once each field is mapped you will see that the left hand side matches the right hand side (First name and First Name, Last Name and Last Name etc). All titles may not be EXACTLY the same but you can map them anyway as long as the fields correspond with one another.  For example: Primary email (on the left) can be mapped to “Email” in the drop down list.  It just depends on what you have named the column titles on the spreadsheet. After you have finished mapping the entire list of drop down items to left hand column titles (Blue titles), click on Continue. This brings you to the second Import screen.  To check for duplicates you will want to uncheck 'Update the existing record(s) with the imported Data'. If ADDING new information into Akken via import simply click 'Continue'. This will start the importing process. If UPDATING existing information in Akken via import, then select the checkbox for 'Update the existing record(s) with the imported data'. Next, select whichever fields you are NOT updating to check for duplicates(i.e. First Name, Last Name, Email) Do not select the fields that you are updating. Click on ‘Continue’.  This will start the importing process. <p>Before importing information into Akken, look at your CSV file and follow these bullet points:</p><ul> <li><br></li> <li>Start with a clean CSV file. <strong>If you’re on a Mac, the file will need to be saved as a Windows CSV specifically. </strong> </li> <li><br></li> <li>In your CSV file, avoid special characters, including forward slashes.</li> <li><br></li> <li>In your CSV file, make sure there are no empty cells for fields that you are checking against existing records.</li> <li><br></li> <li>In your CSV file, make sure there are no empty rows (check below the last row of data).</li> <li><br></li> <li>In your CSV file, make sure there are no empty columns (check to the right of the last column of data).</li> <li><br></li> <li>In your CSV file, we recommend naming the columns with the same or similar names as the fields within Akken that you'd like to map to.</li> <li><br></li> <li>In your CSV file, we suggest using a tag column. For example, the initials of the user doing the import. It's a good way to track imports.</li> <li><br></li> <li>During an import, when mapping on the 2nd screen (the one to check for existing records), do NOT select the fields that you are updating (only select the fields you are <em>not</em> updating). <strong>This only applies if you select 'Update the existing record(s) with the imported data'.</strong> </li> <li><br></li> </ul><p><strong><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041561118/original/2nIRgUkJAEcPiS2-h2uQCSozemo5HiqsWw?1501189571" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041561118/original/2nIRgUkJAEcPiS2-h2uQCSozemo5HiqsWw?1501189571" data-fileid="4041561118" data-uniquekey="1501189548166" class="fr-dii fr-draggable"></strong></p><p><br></p><p><br></p><p>On the <strong>CRM &gt; Contacts/Candidates/Companies</strong> screen, click Import/Export and browse for your CSV file. Click 'Import'.</p><p><br></p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041561122/original/8covexYsYapozIALrTaq2o-xmuDIABVuAg?1501189584" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041561122/original/8covexYsYapozIALrTaq2o-xmuDIABVuAg?1501189584" data-fileid="4041561122" data-uniquekey="1501189548166" class="fr-dii fr-draggable"></p><p><br></p><p>Map out the items on the spreadsheet with the column titles on the left.  The drop down list items are the columns from the spreadsheet.  The columns on the left hand side in blue, are the corresponding Akken fields.</p><p><br></p><p>Once each field is mapped you will see that the left hand side matches the right hand side (First name and First Name, Last Name and Last Name etc). All titles may not be EXACTLY the same but you can map them anyway as long as the fields correspond with one another.  For example: Primary email (on the left) can be mapped to “Email” in the drop down list.  It just depends on what you have named the column titles on the spreadsheet.</p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041561124/original/txXn2gjTzGzHTRm13iSeM_nhB5U1Hks6pg?1501189613" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041561124/original/txXn2gjTzGzHTRm13iSeM_nhB5U1Hks6pg?1501189613" data-fileid="4041561124" data-uniquekey="1501189548166" class="fr-dii fr-draggable"></p><p><br></p><p>After you have finished mapping the entire list of drop down items to left hand column titles (Blue titles), click on Continue.</p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041561135/original/ytWTqyaEyqzcHpJN2rwnAov6Dfvc9S7iPw?1501189625" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041561135/original/ytWTqyaEyqzcHpJN2rwnAov6Dfvc9S7iPw?1501189625" data-fileid="4041561135" data-uniquekey="1501189548166" class="fr-dii fr-draggable"></p><p><br></p><p>This brings you to the second Import screen.  <em>To check for duplicates you will want to uncheck <strong>'Update the existing record(s) with the imported Data'.</strong></em></p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041561181/original/NN1wtBjK6rH42frVlLpAeGKynBbPAAAzwA?1501189645" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041561181/original/NN1wtBjK6rH42frVlLpAeGKynBbPAAAzwA?1501189645" data-fileid="4041561181" data-uniquekey="1501189548166" class="fr-dii fr-draggable"></p><p><br></p><p>If <strong>ADDING</strong> new information into Akken via import simply click 'Continue'. This will start the importing process.</p><p><br></p><p>If <strong>UPDATING</strong> existing information in Akken via import, then select the checkbox for 'Update the existing record(s) with the imported data'. Next, select whichever fields you are <strong><em>NOT </em></strong>updating to check for duplicates(i.e. First Name, Last Name, Email) <em><strong>D</strong></em><em><strong>o not<em> </em>select the fields that you are updating</strong>. </em>Click on ‘Continue’.  This will start the importing process.</p><p><br></p><p><br></p><p><br></p><p><br></p> 266142 596 189970 2017-12-08T09:15:18-05:00 4004241107 3 2 4 1 Importing into Akken 2016-03-29T09:26:38-04:00 12054499 1 2014-02-12T13:25:24-05:00 1 2 How to Customize Dropdown Lists NOTE:  ALL dropdown lists should be configured and created in the system PRIOR to the company engaging in the usage of Akken.  This is to ensure all users are trained within the structure of the business process from the beginning.   Additionally, the management of the values within the dropdown lists should belong to a designated Akken Staffing Administrator.  This user will be responsible for maintaining consistency with the values and to prevent users who are not responsible for managing the values from editing or adding values to the dropdown boxes. Any user that has access to AdminàData Management will be able to edit these dropdown lists. TIP:  Create a company policy designating which individual in the company has the authority to manage the dropdown values. Dropdowns in CRM Contacts: Contact Type:  CRM – Contacts – Contact Type – Edit List – New Contact Type – Fill in text box – Save – Close:  Use to denote a specific contact.  For example:  Main Contact, Technical Contact, and Key Contact.  This section allows you to select what type of contact you are working with.  You can edit this list to accommodate the type of contacts you work with most frequently.  The list currently shown below is not editable.  These are predetermined options created by Akken. NOTE: The same process can be applied to the Category and Source Type on the summary screen.   Locations of Editable Dropdown Lists in Contacts can be found in:  CRM – Contacts – Edit tab - Salutation - Suffix - Category - Source Type - Contact Type - Department Companies: Company Status:  CRM – Companies – Edit tab (or Edit Settings) – Status – Edit List – New Company Status – Save:  Use the company status similarly to the Contact/Category field.  Both fields are found on the main Company and Contact grid screens, and can be used to sort information on that screen.  Use Company Status to denote Client, Prospect, Partner, Vendor, Competitor, Do Not Use, etc. Company Opportunities:  Companies – Open a Company record – Scroll to the bottom – Click ‘New’ next to the Opportunity label:  You can edit the Type, Stage, Product/Services, Source, Reason, and Other sections. Opportunity Type:  Companies – Open a Company record – Edit – Add Opportunity – Type – Edit List – New Type – Fill in text box – Save – Close:  Use to denote what kind/type of business the opportunity is. Opportunity Stage:  Companies – Open a Company Record – Opportunities – New – Stage – Edit List – New Stage – Fill in text box – Save – Close:  Use to denote what actions needs to be taken on the opportunity. Products/Services:  Companies- Open a Company record – Opportunities – New – Products/Services – Edit Lists – New Products – Fill in text box – Save – Close:  Use to denote the types of products and services that the company/opportunity is interested in purchasing/utilizing. Opportunity Source:  Companies- Open a Company record – Opportunities – New – Source – Edit Lists – New Source – Fill in text box – Save – Close:  Use to denote where this opportunity for this company originated from. Locations of Editable Dropdown Lists in Companies can be found in:  CRM – Companies – Edit tab - Status - Company type - Company source Locations of Editable Dropdown Lists in Company Opportunities can be found in:  CRM – Companies – Open a Company record – Opportunities - Type - Stage - Products/Services - Reasons -Other Candidates:   Candidate status:  CRM – Candidates – Open a Candidate record – Status – Edit list: Used to denote any type of status.  This field is found on the main Candidate grid screen, and can be used to filter information on that screen.  This is an extremely useful field that should be used for one of the primary ways a company needs to sort candidates.  NOTE:  This is a manual field, meaning it does not change with any actions performed in the system (e.g. if a candidate is placed on assignment) the Candidate Status does NOT change to "On Assignment" as you see that option above.  The user would need to change the status manually.  In this example, the Candidate's availability would change to the day after the end date of the assignment.   Position Category:  CRM – Candidates – Candidate Info – Position Category – Edit List – New Position Category – Type in title in Text Box – Save – Close: Use this in order to denote what type of category your candidate belongs to.  This will enable you to associate a position to your candidate.  This information usually is copied into the Profile Title automatically if you parse a resume; however, the titles can be changed and can cause difficulty when searching for an individual.  This is a searchable field in which all users can pull up individuals’ labeled as CFOs rather than using the Profile Title. Source type:  CRM – Candidates – Candidate Info – Source Type– Edit List – New Source Type– Type in title in Text Box – Save – Close: Allows you to choose where the Candidate came from.  For Example: Job Board, Job Fair, Newspaper, Referral, and Website. Job Orders: Status:  CRM – Job Orders – Status –Edit List – New Status – Type in new status – Save – Allows you to select which type of status your Job Order is currently in.  For example: Open, Closed, Cancelled, and Filled. Stage:  CRM – Job Orders – Stage – Edit List – New Job Order Stage – Type in new stage – Save:  Use stage to denote how in the process your Job Order is at this time. Source Type:  CRM- Job Orders – Source Type – Edit List – New Job Source Type – Type in new job source type – Save Job Order Industry:  CRM- Job Orders – Edit Tab – Industry – Edit List – New Job Order Industry – Type in new job order industry – Save Job Order Category:  CRM- Job Orders – Edit Tab – Category – Edit List – New Job Order Category – Type in new job order category – Save Job Order – Manage Submissions – Status – Edit List – New Status – Save – Close:  Use to denote what status the submitted candidate is in. NOTE: Grayed-out statuses are system-defined and cannot be edited or deleted. Notes:  CRM – Contacts/Companies/Candidates/Job Orders– Notes – Edit List:  Use to denote what type of contact you have had with this person/company/candidate, or whom you’ve might of spoke with (with regards to a job order/posting). <p align="center"><span style="font-size: 24px;"><strong class="">How to Customize Dropdown Lists</strong></span></p><p><strong>NOTE:</strong>  <strong><em><u>ALL</u></em></strong> dropdown lists should be configured and created in the system <strong><em><u>PRIOR</u></em></strong><em> </em>to the company engaging in the usage of Akken.  This is to ensure all users are trained within the structure of the business process from the beginning<em>.   <strong>Additionally, the management of the values within the dropdown lists should belong to a designated Akken Staffing Administrator.</strong></em>  This user will be responsible for maintaining consistency with the values and to prevent users who are not responsible for managing the values from editing or adding values to the dropdown boxes. Any user that has access to AdminàData Management will be able to edit these dropdown lists.</p><p><strong>TIP:</strong>  Create a company policy designating which individual in the company has the authority to manage the dropdown values.</p><p><br><u><strong><span style="font-size: 18px;">Dropdowns in CRM</span></strong></u></p><p><u><br></u><strong><span style="font-size: 16px;">Contacts:</span></strong></p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041559220/original/grPlV-mRtvpi2fAa-O575022TPFnNNdrpw?1501184951" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041559220/original/grPlV-mRtvpi2fAa-O575022TPFnNNdrpw?1501184951" data-fileid="4041559220" data-uniquekey="1501181199963"></p><p><br></p><p><strong>Contact Type:  CRM – Contacts – Contact Type – Edit List – New Contact Type – Fill in text box – Save – Close</strong>:  Use to denote a specific contact.  For example:  Main Contact, Technical Contact, and Key Contact.  This section allows you to select what type of contact you are working with.  You can edit this list to accommodate the type of contacts you work with most frequently.  The list currently shown below is not editable.  These are predetermined options created by Akken.</p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041559233/original/toAWibQEiZTRMz6iRU1S2t-bflUQzLFDDQ?1501184982" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041559233/original/toAWibQEiZTRMz6iRU1S2t-bflUQzLFDDQ?1501184982" data-fileid="4041559233" data-uniquekey="1501181199963"></p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041559238/original/L083c9IDkuShCgkv2UfT8oivl9vKiITGDw?1501184991" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041559238/original/L083c9IDkuShCgkv2UfT8oivl9vKiITGDw?1501184991" data-fileid="4041559238" data-uniquekey="1501181199963"></p><p><br></p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041559241/original/URgdVecF9sWWE6lEjepTRoD8zqSM--ZQNg?1501185000" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041559241/original/URgdVecF9sWWE6lEjepTRoD8zqSM--ZQNg?1501185000" data-fileid="4041559241" data-uniquekey="1501181199963"></p><p><br></p><p><strong>NOTE: </strong>The same process can be applied to the Category and Source Type on the summary screen.</p><p><strong> </strong></p><p><strong>Locations of Editable Dropdown Lists in Contacts can be found in:  CRM – Contacts – Edit tab<br>- Salutation<br>- Suffix<br>- Category<br>- Source Type<br>- Contact Type<br>- Department</strong></p><p><br></p><p><strong><span style="font-size: 16px;">Companies:</span><br></strong><strong>Company Status:  CRM – Companies – Edit tab (or Edit Settings) – Status – Edit List – New Company Status – Save</strong>:  Use the company status similarly to the Contact/Category field.  Both fields are found on the main Company and Contact grid screens, and can be used to sort information on that screen.  Use Company Status to denote Client, Prospect, Partner, Vendor, Competitor, Do Not Use, etc.</p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041559253/original/kk41AaGKBzfOgAKPBI1NvLBXINKqTK13vQ?1501185052" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041559253/original/kk41AaGKBzfOgAKPBI1NvLBXINKqTK13vQ?1501185052" data-fileid="4041559253" data-uniquekey="1501181199963"></p><p><br></p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041559256/original/j7PnFgQZaMKqGc35_RIYDPAPsxWNnKO4Bg?1501185060" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041559256/original/j7PnFgQZaMKqGc35_RIYDPAPsxWNnKO4Bg?1501185060" data-fileid="4041559256" data-uniquekey="1501181199963"></p><p><br></p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041559259/original/YvQPB6RiiN648uXTqxiXwCbZOO_tf9h5kw?1501185068" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041559259/original/YvQPB6RiiN648uXTqxiXwCbZOO_tf9h5kw?1501185068" data-fileid="4041559259" data-uniquekey="1501181199963"></p><p><br></p><p><strong>Company Opportunities:  Companies – Open a Company record – Scroll to the bottom – Click ‘New’ next to the Opportunity label:</strong>  You can edit the Type, Stage, Product/Services, Source, Reason, and Other sections.</p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041559260/original/W4aMxFf67uGp2n51vlXZYfwu-fk6yh3QjA?1501185082" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041559260/original/W4aMxFf67uGp2n51vlXZYfwu-fk6yh3QjA?1501185082" data-fileid="4041559260" data-uniquekey="1501181199963"></p><p><br></p><p><strong>Opportunity Type:  Companies – Open a Company record – Edit – Add Opportunity – Type – Edit List – New Type – Fill in text box – Save – Close:</strong>  Use to denote what kind/type of business the opportunity is.</p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041559267/original/mqvxEtDKCtYYqbSGa-ZTJZztijM28b2hHA?1501185096" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041559267/original/mqvxEtDKCtYYqbSGa-ZTJZztijM28b2hHA?1501185096" data-fileid="4041559267" data-uniquekey="1501181199963"></p><p><br></p><p><strong>Opportunity Stage:  Companies – Open a Company Record – Opportunities – New – Stage – Edit List – New Stage – Fill in text box – Save – Close:</strong>  Use to denote what actions needs to be taken on the opportunity.</p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041559270/original/q8p0PlQknBX74KmeWFa_wJ-dgNgzGhWAcA?1501185109" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041559270/original/q8p0PlQknBX74KmeWFa_wJ-dgNgzGhWAcA?1501185109" data-fileid="4041559270" data-uniquekey="1501181199963"></p><p><br></p><p><strong>Products/Services:  Companies- Open a Company record – Opportunities – New – Products/Services – Edit Lists – New Products – Fill in text box – Save – Close:</strong>  Use to denote the types of products and services that the company/opportunity is interested in purchasing/utilizing.</p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041559282/original/HX2y_4Ttg-PdoibXpbrxvYu3y4ldn58LGg?1501185122" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041559282/original/HX2y_4Ttg-PdoibXpbrxvYu3y4ldn58LGg?1501185122" data-fileid="4041559282" data-uniquekey="1501181199963"></p><p><br></p><p><strong>Opportunity Source:</strong>  <strong>Companies- Open a Company record – Opportunities – New – Source – Edit Lists – New Source – Fill in text box – Save – Close:</strong>  Use to denote where this opportunity for this company originated from.</p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041559287/original/cqxbObnhXz0NuUBF_CPQDi6aZQjQzGABDw?1501185137" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041559287/original/cqxbObnhXz0NuUBF_CPQDi6aZQjQzGABDw?1501185137" data-fileid="4041559287" data-uniquekey="1501181199963"></p><p><br></p><p><strong>Locations of Editable Dropdown Lists in Companies can be found in:  CRM – Companies – Edit tab<br>- Status<br>- Company type<br>- Company source</strong></p><p><br></p><p><strong>Locations of Editable Dropdown Lists in Company Opportunities can be found in:  CRM – Companies – Open a Company record – Opportunities<br>- Type<br>- Stage<br>- Products/Services<br>- Reasons<br>-Other</strong></p><p><br></p><p><strong><span style="font-size: 16px;">Candidates:  </span></strong></p><p><strong><br></strong><strong>Candidate status:  CRM – Candidates – Open a Candidate record – Status – Edit list: </strong>Used to denote any type of status.  This field is found on the main Candidate grid screen, and can be used to filter information on that screen.  This is an extremely useful field that should be used for one of the primary ways a company needs to sort candidates. </p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041559290/original/TwcXU5eqWm0tOnp8unylor7Ix2lHXxwAtQ?1501185170" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041559290/original/TwcXU5eqWm0tOnp8unylor7Ix2lHXxwAtQ?1501185170" data-fileid="4041559290" data-uniquekey="1501181199963"></p><p><br></p><p><strong>NOTE:</strong>  This is a manual field, meaning it does not change with any actions performed in the system (e.g. if a candidate is placed on assignment) the Candidate Status does NOT change to "On Assignment" as you see that option above.  The user would need to change the status manually.  In this example, the Candidate's availability would change to the day after the end date of the assignment.</p><p><strong> </strong></p><p><strong>Position Category:  CRM – Candidates – Candidate Info – Position Category – Edit List – New Position Category – Type in title in Text Box – Save – Close:</strong> Use this in order to denote what type of category your candidate belongs to.  This will enable you to associate a position to your candidate.  This information usually is copied into the Profile Title automatically if you parse a resume; however, the titles can be changed and can cause difficulty when searching for an individual.  This is a searchable field in which all users can pull up individuals’ labeled as CFOs rather than using the Profile Title.</p><p><br></p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041559324/original/JQuZw-g2GZEi2jI1RrpmpXv4mfK62FOZKA?1501185241" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041559324/original/JQuZw-g2GZEi2jI1RrpmpXv4mfK62FOZKA?1501185241" data-fileid="4041559324" data-uniquekey="1501181199963"></p><p><br></p><p><strong>Source type:  CRM – Candidates – Candidate Info – Source Type– Edit List – New Source Type– Type in title in Text Box – Save – Close:</strong><strong> </strong>Allows you to choose where the Candidate came from.  For Example: Job Board, Job Fair, Newspaper, Referral, and Website.</p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041559331/original/r-GBLvPzaj8nnLLg1fcJ2xS5c5W8NIj8Wg?1501185258" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041559331/original/r-GBLvPzaj8nnLLg1fcJ2xS5c5W8NIj8Wg?1501185258" data-fileid="4041559331" data-uniquekey="1501181199963"></p><p><br></p><p><strong><span style="font-size: 16px;">Job Orders:</span></strong></p><p><strong><span style="font-size: 16px;"><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041559345/original/CcbFZPDm8kdWPO7qq0f7TgPmVTuyT2D5-g?1501185286" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041559345/original/CcbFZPDm8kdWPO7qq0f7TgPmVTuyT2D5-g?1501185286" data-fileid="4041559345" data-uniquekey="1501181199963"></span></strong></p><p><br></p><p><br></p><p><br></p><p><strong>Status:  CRM – Job Orders – Status –Edit List – New Status – Type in new status – Save – </strong>Allows you to select which type of status your Job Order is currently in.  For example: Open, Closed, Cancelled, and Filled.</p><p><br></p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041559349/original/5ZnJVqp98ZjVte5O43PTYAxVdf3tEWVjug?1501185304" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041559349/original/5ZnJVqp98ZjVte5O43PTYAxVdf3tEWVjug?1501185304" data-fileid="4041559349" data-uniquekey="1501181199963"></p><p><br></p><p><strong>Stage:  CRM – Job Orders – Stage – Edit List – New Job Order Stage – Type in new stage – Save:  </strong>Use stage to denote how in the process your Job Order is at this time.</p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041559356/original/_-z7jyLVpYX2xPcVjYd_36KtulwcUCP10g?1501185322" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041559356/original/_-z7jyLVpYX2xPcVjYd_36KtulwcUCP10g?1501185322" data-fileid="4041559356" data-uniquekey="1501181199963"></p><p><br></p><p><strong>Source Type:  CRM- Job Orders – Source Type – Edit List – New Job Source Type – Type in new job source type – Save</strong></p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041559360/original/coc9fBBMylHUFxxNirRmnuuKArJqhoWhew?1501185344" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041559360/original/coc9fBBMylHUFxxNirRmnuuKArJqhoWhew?1501185344" data-fileid="4041559360" data-uniquekey="1501181199963"></p><p><br></p><p><strong>Job Order Industry:  CRM- Job Orders – Edit Tab – Industry – Edit List – New Job Order Industry – Type in new job order industry – Save</strong></p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041559372/original/6RZjamIYokC2Ac_EDQMU1Srtoxledu3MWQ?1501185363" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041559372/original/6RZjamIYokC2Ac_EDQMU1Srtoxledu3MWQ?1501185363" data-fileid="4041559372" data-uniquekey="1501181199963"></p><p><br></p><p><strong>Job Order Category:  CRM- Job Orders – Edit Tab – Category – Edit List – New Job Order Category – Type in new job order category – Save</strong></p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041559374/original/tlpWYzXGCvFu64U840jePtacxrM1ALl5iw?1501185381" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041559374/original/tlpWYzXGCvFu64U840jePtacxrM1ALl5iw?1501185381" data-fileid="4041559374" data-uniquekey="1501181199963"></p><p><br></p><p><strong>Job Order – Manage Submissions – Status – Edit List – New Status – Save – Close:</strong>  Use to denote what status the submitted candidate is in.</p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041559384/original/2lwRp4OuJ6ZV6YjRRp_w6e4MW8Q6qNmaag?1501185395" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041559384/original/2lwRp4OuJ6ZV6YjRRp_w6e4MW8Q6qNmaag?1501185395" data-fileid="4041559384" data-uniquekey="1501181199963"></p><p><br></p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041559388/original/P0ZXfnmZsItMFBXJXoWWy__AkPluMiI4Sg?1501185402" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041559388/original/P0ZXfnmZsItMFBXJXoWWy__AkPluMiI4Sg?1501185402" data-fileid="4041559388" data-uniquekey="1501181199963"></p><p><br></p><p><strong>NOTE: </strong>Grayed-out statuses are system-defined and cannot be edited or deleted.</p><p><br></p><p><strong><span style="font-size: 16px;">Notes: </span> CRM – Contacts/Companies/Candidates/Job Orders– Notes – Edit List:</strong>  Use to denote what type of contact you have had with this person/company/candidate, or whom you’ve might of spoke with (with regards to a job order/posting).</p><p><br></p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041559391/original/30LS4n0FS1OZhZa6TKbR3Odf_aegITuH5g?1501185422" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041559391/original/30LS4n0FS1OZhZa6TKbR3Odf_aegITuH5g?1501185422" data-fileid="4041559391" data-uniquekey="1501181199963"></p><p><br></p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041559396/original/UNSKwLVtT4n56mJIc0Rxv2iHfIYLgXyEyw?1501185445" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041559396/original/UNSKwLVtT4n56mJIc0Rxv2iHfIYLgXyEyw?1501185445" data-fileid="4041559396" data-uniquekey="1501181199963"></p><p><strong><span style="font-size: 16px;"></span></strong><br></p> 266142 396 189972 2017-07-27T15:57:43-04:00 4004241107 4 2 1 2 How to Customize Drop Down Lists 2015-08-21T04:41:07-04:00 12054499 1 2014-02-12T13:28:42-05:00 1 1 How to Guide for CRM Create a Job Order CRM – Job Order – New:  type in all applicable fields and information - Save -OR-  Collaboration – Email – Open Email with Job Order document attached – Capture ME – Job Order:  Should open up dual screen with Job Order on the left side, and the document on the right side – Copy/Paste information from document into Job Order – Save  Add a Candidate CRM – Candidate – New:  type in all applicable fields and information – Save -OR- Collaboration – Email – Open Email with Candidate resume document attached – Capture ME – Select Resume (Choose from drop-down) Candidate - Select this option to review the results of the resume(s) processed and create profiles one at a time – Process:  This will automatically parse the information in the document into the Candidate’s record.  Verify the information and fill in any missing information and click Save. Submit a Candidate to a Job Order  Open Candidate Record – Click Submit to a Job Order – Choose appropriate Job Order – Select Other (without email) if you do not wish to send an email to the Customer – Continue -OR- Open Job Order – Search for Candidates – Select Preferred Candidate(s) – Submit  Place a Candidate to a Job Order Open Job Order – Search for  Candidates – Select Preferred Candidate(s) – Place – Place Candidate pop-up screen appears – Fill in the appropriate information – Place Candidate  Add a Contact CRM – Contact – New:  type in all applicable fields and information  or Copy and Paste from the email/document Add a Company CRM – Company – New:  type in all applicable fields and information or Copy and Paste from the email/document  Creating an eCampaign CRM – eCampaign – New – Type in Campaign Name in text box – Select Campaign Type – Next  A Compose screen will pop up; enter the recipients in the TO field.  Add content to Email text box and click Send Mail.  All recipients will be individually emailed to avoid spamming.  Manage Submissions to Job Order Open Job Order – Submitted Candidates – Manage Submissions  Create a Group  Contacts/Candidates – Check boxes to the individuals you wish to add – Groups – Create New Group – New Group – Type in Group Name in text box – Save – Close – Close  Create a Short List Candidates – check boxes to the individuals you wish to add – Short list – Choose the appropriate Job Order – OK To view shortlisted candidates:  Job Orders – Open Job Order – Short Listed Candidates – Manage Short List You can Delete, Prioritize, Send Email, Add to Another List, Submit, and Place Candidates in the Short List <p align="center">How to Guide for CRM</p><ol> <li> <strong>Create a Job Order</strong><ol> <li> <strong>CRM – Job Order – New:</strong>  type in all applicable fields and information - Save <strong>-<em>OR-</em></strong> </li> <li> <strong>Collaboration – Email –</strong> Open Email with <strong>Job Order</strong> document attached <strong>– Capture ME – Job Order: </strong> Should open up dual screen with Job Order on the left side, and the document on the right side <strong>– Copy/Paste</strong> information from document into <strong>Job Order – Save</strong> </li> </ol> </li> <li> <strong> Add a Candidate</strong><ol> <li> <strong>CRM – Candidate – New: </strong> type in all applicable fields and information – Save <strong><em>-OR-</em></strong> </li> <li> <strong>Collaboration – Email – </strong>Open Email with Candidate resume document attached <strong>– Capture ME – Select Resume</strong> (Choose from drop-down) <strong>Candidate - Select this option to review the results of the resume(s) processed and create profiles one at a time –</strong> <strong>Process:</strong>  This will automatically parse the information in the document into the Candidate’s record.  Verify the information and fill in any missing information and click Save.</li> </ol> </li> <li> <strong>Submit a Candidate to a Job Order</strong><ol> <li> Open Candidate Record – Click Submit to a Job Order – Choose appropriate Job Order – Select Other (without email) if you do not wish to send an email to the Customer – Continue <strong><em>-OR-</em></strong> </li> <li>Open Job Order – Search for Candidates – Select Preferred Candidate(s) – Submit</li> </ol> </li> <li> <strong>Place a Candidate to a Job Order</strong><ol><li>Open Job Order – Search for  Candidates – Select Preferred Candidate(s) – Place – Place Candidate pop-up screen appears – Fill in the appropriate information – Place Candidate</li></ol> </li> <li> <strong>Add a Contact</strong><ol><li>CRM – Contact – New:  type in all applicable fields and information  or Copy and Paste from the email/document</li></ol> </li> <li> <strong>Add a Company</strong><ol><li>CRM – Company – New:  type in all applicable fields and information or Copy and Paste from the email/document</li></ol> </li> <li> <strong> Creating an eCampaign</strong><ol> <li><strong>CRM – eCampaign – New – Type in Campaign Name in text box – Select Campaign Type – Next </strong></li> <li>A<strong> Compose </strong>screen will pop up<strong>; </strong>enter the recipients in the<strong> TO field.  </strong>Add content to<strong> Email </strong>text box and click<strong> Send Mail.</strong>  <strong><em>All recipients will be individually emailed to avoid spamming.</em></strong> </li> </ol> </li> <li> <strong>Manage Submissions to Job Order</strong><ol><li><strong>Open Job Order – Submitted Candidates – Manage Submissions</strong></li></ol> </li> <li> <strong> Create a Group </strong><ol><li> <strong>Contacts/Candidates – </strong>Check boxes to the individuals you wish to add<strong> – Groups – Create New Group – New Group – </strong>Type in<strong> Group Name </strong>in text box – <strong>Save – Close – Close</strong> </li></ol> </li> <li> <strong> Create a Short List</strong><ol> <li> <strong>Candidates –</strong> check boxes to the individuals you wish to add – <strong>Short list – </strong>Choose the appropriate Job Order – <strong>OK</strong> </li> <li><strong>To view shortlisted candidates:  Job Orders – Open Job Order – Short Listed Candidates – Manage Short List</strong></li> <li><strong>You can Delete, Prioritize, Send Email, Add to Another List, Submit, and Place Candidates in the Short List</strong></li> </ol> </li> </ol><p><br></p> 266142 470 189977 2017-07-27T16:01:47-04:00 4004241107 5 2 1 1 How to Utilize CRM 2015-08-21T04:41:07-04:00 12054499 1 2014-02-12T13:30:52-05:00 0 0 How to Create a Short List Go to CRM – Candidates and run your search to create a subset of Candidates you wish to short list to a job order Click on the check box next to the "First Name" on the upper left hand corner (that will select all the candidates found in your search) and click on Manage Records-->Short List Select the job order you wish to short list the candidates to. You will receive a message that the candidates have been short listed Next: Go to your job order and double-click on the job order to open it Scroll down until you see Short Listed Candidates on the right hand side and click on Manage Short List From the Short List you can Print, Add Notes, Prioritize, Send Mail etc. <p>How to Create a Short List</p><ul> <li>Go to CRM – Candidates and run your search to create a subset of Candidates you wish to short list to a job order<ul><li><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041560202/original/Zl-W9zq0kOJFLy0i63qE7avzrlSGJFXsWA?1501187240" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041560202/original/Zl-W9zq0kOJFLy0i63qE7avzrlSGJFXsWA?1501187240" data-fileid="4041560202" data-uniquekey="1501187197205"></li></ul> </li> <li>Click on the check box next to the "First Name" on the upper left hand corner (that will select all the candidates found in your search) and click on Manage Records--&gt;Short List<ul><li><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041560242/original/R4v1HVZ9VoXl0L66A-qylYaAWG1tanp2KA?1501187347" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041560242/original/R4v1HVZ9VoXl0L66A-qylYaAWG1tanp2KA?1501187347" data-fileid="4041560242" data-uniquekey="1501187197205"></li></ul> </li> <li>Select the job order you wish to short list the candidates to. You will receive a message that the candidates have been short listed<img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041560343/original/jdSn1oHx2YPAZlaCcfMEdaHNjjyAzm5NBQ?1501187616" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041560343/original/jdSn1oHx2YPAZlaCcfMEdaHNjjyAzm5NBQ?1501187616" data-fileid="4041560343" data-uniquekey="1501187197205"> </li> <li>Next: Go to your job order and double-click on the job order to open it</li> <li>Scroll down until you see Short Listed Candidates on the right hand side and click on Manage Short List<img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041560402/original/deWpQdhkIxcdc4SZZifbo-8LrpcYtCKGvg?1501187782" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041560402/original/deWpQdhkIxcdc4SZZifbo-8LrpcYtCKGvg?1501187782" data-fileid="4041560402" data-uniquekey="1501187197205"> </li> <li>From the Short List you can Print, Add Notes, Prioritize, Send Mail etc.</li> </ul><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041560434/original/lMiw0NMTWJcc_F109w6z188jmZmk2leU6g?1501187889" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041560434/original/lMiw0NMTWJcc_F109w6z188jmZmk2leU6g?1501187889" data-fileid="4041560434" data-uniquekey="1501187197205"></p> 266142 343 189979 2017-07-27T16:38:18-04:00 4004241107 6 2 0 0 How to Create a Short List 2015-08-21T04:41:07-04:00 12054499 1 2014-02-12T13:34:01-05:00 0 0 Commission Setup on Job Orders In order to obtain reports in which commission splits are noted between employees or vendors, the information must be filled in on the job order. Double click on a job order and click on the Edit tab at the top of the job order. Scroll down to the Billing Information section on the job order and click on the blue hyperlink to expand the section. Scroll down to the line item labeled Commissions/Splits. Select the employee(s) who should receive commissions from the drop down list. If there is more than one employee, then select the name(s) of the other employee(s) that should receive commission. If you are working with a vendor you can create that vendor as a contact in your Akken account and assign commission by clicking on the hyperlink for Select Contact.  This will allow you to search for the contact that should receive commission. For new contacts that are not in your Akken account, click on the New contact hyperlink and create a new contact in your system. Commission report on Job Orders Once the setup on the job order has been completed for the commission split, the Submission Status Summary report can be run to find out which candidates have been submitted and placed on a job order.  This report will also provide details on which employee placed the candidate, who the owner of the job order is, and which employee(s) should receive commissions for this job order. The following items should be selected on the Submission Status Summary report (always click on Customize): After clicking on customize, the following menu will be displayed.  Select Clear All, and click on the items selected below (Job Order ID, Job Title, Owner, Company, Submitted Candidate Name, Submitted Date, Submission Status, Submitted By, Commission Employee Name). After the columns shown above have been selected, click on Filters, and Filter by any of the items selected. The Filters tab is where the data range can be selected for the data or if a specific owner or job title as needed.  Once the filters have been set, the report can be run. <h1><span style="font-size: 18px;"><strong><u>Commission Setup on Job Orders</u></strong></span></h1><p>In order to obtain reports in which commission splits are noted between employees or vendors, the information must be filled in on the job order.</p><p><br></p><ul> <li>Double click on a job order and click on the Edit tab at the top of the job order.<img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041588776/original/bKDkfRx7m46BYcanHhv7okKKDgrhHquM3A?1501251533" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041588776/original/bKDkfRx7m46BYcanHhv7okKKDgrhHquM3A?1501251533" data-fileid="4041588776" data-uniquekey="1501251359584"> </li> <li>Scroll down to the Billing Information section on the job order and click on the blue hyperlink to expand the section.<img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041588809/original/D_y3q0vjW0-KC11edbpYCNUvVFOTeBBjmQ?1501251575" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041588809/original/D_y3q0vjW0-KC11edbpYCNUvVFOTeBBjmQ?1501251575" data-fileid="4041588809" data-uniquekey="1501251359584"> </li> <li>Scroll down to the line item labeled Commissions/Splits.<img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041588820/original/qaC1CUdnrsMkQZTXC8k9OylLSILt_pRabQ?1501251614" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041588820/original/qaC1CUdnrsMkQZTXC8k9OylLSILt_pRabQ?1501251614" data-fileid="4041588820" data-uniquekey="1501251359584"> </li> <li>Select the employee(s) who should receive commissions from the drop down list. If there is more than one employee, then select the name(s) of the other employee(s) that should receive commission.<img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041588876/original/Ft6ATsu3_F9A53CV0M0atuqknRmQDGWyaA?1501251720" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041588876/original/Ft6ATsu3_F9A53CV0M0atuqknRmQDGWyaA?1501251720" data-fileid="4041588876" data-uniquekey="1501251359584"> </li> <li>If you are working with a vendor you can create that vendor as a contact in your Akken account and assign commission by clicking on the hyperlink for Select Contact.  This will allow you to search for the contact that should receive commission.</li> <li>For new contacts that are not in your Akken account, click on the New contact hyperlink and create a new contact in your system.<img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041588940/original/tWNK0QloiMhGBobAdGglBREpmHspB4nqQQ?1501251788" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041588940/original/tWNK0QloiMhGBobAdGglBREpmHspB4nqQQ?1501251788" data-fileid="4041588940" data-uniquekey="1501251359584"> </li> </ul><p><br></p><h1><strong><u><span style="font-size: 18px;">Commission report on Job Orders</span></u></strong></h1><p>Once the setup on the job order has been completed for the commission split, the Submission Status Summary report can be run to find out which candidates have been submitted and placed on a job order.  This report will also provide details on which employee placed the candidate, who the owner of the job order is, and which employee(s) should receive commissions for this job order.</p><p>The following items should be selected on the Submission Status Summary report (<strong>always click on Customize</strong>):</p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041589023/original/yuzY0f9hdJhttFUL3y8ahPV7AmU4yncSiw?1501251885" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041589023/original/yuzY0f9hdJhttFUL3y8ahPV7AmU4yncSiw?1501251885" data-fileid="4041589023" data-uniquekey="1501251359584"></p><p><br></p><p>After clicking on customize, the following menu will be displayed.  Select Clear All, and click on the items selected below (Job Order ID, Job Title, Owner, Company, Submitted Candidate Name, Submitted Date, Submission Status, Submitted By, Commission Employee Name).</p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041589110/original/CUJH837UtyettRsED5ULkHzDiHlAS78CAw?1501251964" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041589110/original/CUJH837UtyettRsED5ULkHzDiHlAS78CAw?1501251964" data-fileid="4041589110" data-uniquekey="1501251359584"></p><p><br></p><p>After the columns shown above have been selected, click on Filters, and Filter by any of the items selected.</p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041589172/original/hgF9ZjFJ6zQ4ZVpWxin-4TYck8aC7EgdNA?1501252022" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041589172/original/hgF9ZjFJ6zQ4ZVpWxin-4TYck8aC7EgdNA?1501252022" data-fileid="4041589172" data-uniquekey="1501251359584"></p><p><br></p><p>The Filters tab is where the data range can be selected for the data or if a specific owner or job title as needed.  Once the filters have been set, the report can be run.</p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041589143/original/sm_NtpMFEseYK-8ADOaRWF93EgiI0pXhgA?1501251997" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041589143/original/sm_NtpMFEseYK-8ADOaRWF93EgiI0pXhgA?1501251997" data-fileid="4041589143" data-uniquekey="1501251359584"></p><p><br></p><p><br></p><p><br></p><p><br></p> 266142 330 189981 2017-07-28T10:27:12-04:00 4004241107 7 2 0 0 How to Setup Commission on Job Orders 2015-08-21T04:41:07-04:00 12054499 1 2014-02-12T13:34:49-05:00 0 0 <p><br></p> 266142 271 189983 2015-05-01T10:08:37-04:00 8 2 0 0 How to Source for Candidates Using Data Frenzy RAM 2015-08-21T04:41:07-04:00 12054499 1 2014-02-12T13:35:33-05:00 0 0 <p><br></p> 266142 236 189984 2014-02-12T13:35:33-05:00 9 2 0 0 How to Create Data Frenzy RAM Boolean Searches 2015-08-21T04:41:07-04:00 12054499 1 2015-09-23T17:11:00-04:00 0 0 For instructions re: using Call-Em-All, once integrated with your account, please refer to the attached document. <p>For instructions re: using Call-Em-All, once integrated with your account, please refer to the attached document.</p> 266142 252 4000062944 2017-04-07T16:23:35-04:00 4001711681 11 2 0 0 Call-Em-All Integration 2015-09-23T17:11:00-04:00 4001711681 1 2015-10-01T14:41:20-04:00 1 0 Creating New Users: Go to Admin – User Management All employees that are currently active Akken users are listed below. Click on New User icon on top left to create a new Akken user. CHECK THE LIST BELOW.  This is a list of your employees in HRM.  If the employee is listed below, click on the Create User link next to his/her name.  If the employee is NOT listed below click on Create Employee. If the employee is NOT listed in the list to create a user, once you have click on Create Employee you will be presented with the screen below. Leave the top option selected and the click on Process. After you have clicked on Process you will see the screen below.  Fill in First Name and Last Name, no other details are required, however, you can fill them out if that is your preference.  You will also need to select an HRM Department and Location in the HR Data tab of this screen. NOTE: After you click on Hire you will be taken back to the Create User screen in which the name will appear on the list so that you can click on Create User next to the employee’s name. After you click on Create User, you will be taken to the Preferences page.  First you need to select the type of user you are creating from the drop down list.  The types are: Front Office (CRM), Back Office (HRM/Accounting), and Unlimited (CRM and HRM/Accounting).  NOTE: Employee self service is for external employees only.   After you click on the User Type, you will see the items corresponding to the type of user you have will be checked off.  If you need to add or remove items that you do not wish to grant the employee access to, just remove the check from the corresponding boxes.  Once you have selected the items for the employee, click on Next. Create a user name and password for your employee.  After you have completed the form, click on Create Account. Once you click on Create Account the user will be listed below on the list of users in User Management. To make any changes to the user you can use the icons to the right of the user name. The icons listed from left to right are as follows: Preferences – (notepad with orange down arrow) to make changes to the user type along with adding and removing preferences the user can view from his/her Akken account Edit User name – (person with green plus) to edit the user name of your Akken user Edit Password – (key) to edit the password of your Akken user   NOTE: Akken does not reset passwords for users, only the Primary Admin on the account will be able to have Akken reset his/her password.  All other users can be reset by the Admin. Email Setup – (email letter flying) this is to setup a user’s external email account in Akken. Please see the directions below: Click on the Email Setup Icon then click on Add New Account Granting HRM Department Viewership Access:  In order for administrators to view records within employee management of employees of your company you must be give permissions within the Administration Department in HRM to view the list.  Chris Allison is the only user with permissions to view the Administration Department and all the employee records that are associated with the Administration Department.  Currently there are 15 employees associated with the Administration Department. If there is going to be more than one administrator that will require access to the Administration Department, you can add permissions to other users through Edit Department.  Check the box next to the department you wish to Edit, then Edit Department. In order to add multiple users you must hold down the control key (CTRL) and select the users you wish to add, then click on Save.  These users now have permission to view the records in those folders. Deactivating a User To deactivate a user account you must navigate to Admin-->User Management. User Management is where you can see create/deactivate users, see active users, edit user preferences, change user types, as well as changing usernames and passwords: The very far right icon is the deactivate user icon. After clicking on it the following window will appear: After clicking 'Select Employee' when changing ownership of records you will get the following pop-up window to select an internal employee to move the record ownership to: Note: If you utilize AkkenCloud as your email client you can also move existing and new emails that were originally tied to a user and move them to another user(as long as they have an email account configured in AkkenCloud). RE-ACTIVATING A USER:   Once you're on the Deactivated Users page you can then determine which types of users you wish to view by using the dropdown menu labelled 'User Type': To reactivate a user account you would simply click on the orange icon on the far right of the screen. To view a full sized copy of the image, please click directly onto the graphic. To activate the user account for an employee: Click on the Activate  icon for the employee you want to reactivate. The system refreshes and displays the following alert message as shown below: How Reactivated Employee’s email will function upon reactivation: If the employee’s email folders were moved to another employee, then the Reactivated Employee will not see legacy emails and folders in their collaboration email screen. If email forwarding was enabled to go to another employee, that will stop and all new emails will be sent to the Reactivated Employee. If no email options were selected when deactivating, the email account will contain all information that it had before. Click on the Reactivate Employee to reactivate the employee. Click on the Cancel to cancel and return back to previous page. <p><strong><u><span style="font-size: 18px;">Creating New Users:</span></u></strong></p><p><span style="font-size: 14px;"><br></span></p><p>Go to Admin – User Management</p><p><br></p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041587086/original/YE0a3DChL7crq8Vep5FK8pScz8RL_c9rVw?1501249298" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041587086/original/YE0a3DChL7crq8Vep5FK8pScz8RL_c9rVw?1501249298" data-fileid="4041587086" data-uniquekey="1501249254845"></p><p><br></p><p>All employees that are currently active Akken users are listed below. Click on New User icon on top left to create a new Akken user.</p><p><br></p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041587154/original/5qNUQU2dYmvDBvDV1_G-SLl4ZSLTFXrEvA?1501249434" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041587154/original/5qNUQU2dYmvDBvDV1_G-SLl4ZSLTFXrEvA?1501249434" data-fileid="4041587154" data-uniquekey="1501249254845"></p><p><br></p><p>CHECK THE LIST BELOW.  This is a list of your employees in HRM.  If the employee is listed below, click on the Create User link next to his/her name.  If the employee is NOT listed below click on Create Employee.</p><p><br></p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041587302/original/00S457yYkV3BobfIWNqOGwyTKoVWaHxsGg?1501249608" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041587302/original/00S457yYkV3BobfIWNqOGwyTKoVWaHxsGg?1501249608" data-fileid="4041587302" data-uniquekey="1501249254845"></p><p><br></p><p><span rel="tempredactor">If the employee is NOT listed in the list to create a user, once you have click on Create Employee you will be presented with the screen below. Leave the top option selected and the click on Process.</span></p><p><span rel="tempredactor"><br></span></p><p><span rel="tempredactor"></span></p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041587372/original/h8JUWVFR5Y3gpx3JAF3yuyI12nzh1BDUoQ?1501249737" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041587372/original/h8JUWVFR5Y3gpx3JAF3yuyI12nzh1BDUoQ?1501249737" data-fileid="4041587372" data-uniquekey="1501249254845"></p><p>After you have clicked on Process you will see the screen below.  Fill in First Name and Last Name, no other details are required, however, you can fill them out if that is your preference.  You will also need to select an HRM Department and Location in the HR Data tab of this screen.</p><p><br></p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041587429/original/HDgsx6QDpysftbRY2UL0dE4ARlPzW7jbLg?1501249819" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041587429/original/HDgsx6QDpysftbRY2UL0dE4ARlPzW7jbLg?1501249819" data-fileid="4041587429" data-uniquekey="1501249254845"></p><p><br></p><p><br></p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041587465/original/SWEyWoK5J9dr-i8IKDG0PPv_VjuCSDzn-g?1501249870" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041587465/original/SWEyWoK5J9dr-i8IKDG0PPv_VjuCSDzn-g?1501249870" data-fileid="4041587465" data-uniquekey="1501249254845"></p><p><br></p><p>NOTE: After you click on Hire you will be taken back to the Create User screen in which the name will appear on the list so that you can click on Create User next to the employee’s name.</p><p>After you click on Create User, you will be taken to the Preferences page.  First you need to select the type of user you are creating from the drop down list.  The types are: Front Office (CRM), Back Office (HRM/Accounting), and Unlimited (CRM and HRM/Accounting).  NOTE: Employee self service is for external employees only.</p><p><br></p><p> </p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041587583/original/UwTSNML-6OwMQ3HnPoLl20-GZ2CmOtvWvA?1501250060" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041587583/original/UwTSNML-6OwMQ3HnPoLl20-GZ2CmOtvWvA?1501250060" data-fileid="4041587583" data-uniquekey="1501249254845"></p><p><br></p><p>After you click on the User Type, you will see the items corresponding to the type of user you have will be checked off.  If you need to add or remove items that you do not wish to grant the employee access to, just remove the check from the corresponding boxes.  Once you have selected the items for the employee, click on Next.</p><p><br></p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041587613/original/hMWc2QaIpUh0DlYexbT30rqEKQX1eBWK9g?1501250112" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041587613/original/hMWc2QaIpUh0DlYexbT30rqEKQX1eBWK9g?1501250112" data-fileid="4041587613" data-uniquekey="1501249254845"></p><p><br></p><p>Create a user name and password for your employee.  After you have completed the form, click on Create Account.</p><p><br></p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041587625/original/xwCkzYf8U71jb9wUGYU32HT0qIt6f7Myfw?1501250134" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041587625/original/xwCkzYf8U71jb9wUGYU32HT0qIt6f7Myfw?1501250134" data-fileid="4041587625" data-uniquekey="1501249254845"></p><p><br></p><p>Once you click on Create Account the user will be listed below on the list of users in User Management. To make any changes to the user you can use the icons to the right of the user name.</p><p><br></p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041587661/original/TJ2gLEcm613PSJDc1Yd5rSBTDlkhpQ68xA?1501250183" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041587661/original/TJ2gLEcm613PSJDc1Yd5rSBTDlkhpQ68xA?1501250183" data-fileid="4041587661" data-uniquekey="1501249254845"></p><p><br></p><p>The icons listed from left to right are as follows:</p><ul> <li> <strong>Preferences</strong> – (notepad with orange down arrow) to make changes to the user type along with adding and removing preferences the user can view from his/her Akken account</li> <li> <strong>Edit User name</strong> – (person with green plus) to edit the user name of your Akken user</li> <li> <strong>Edit Password</strong> – (key) to edit the password of your Akken user   NOTE: Akken does not reset passwords for users, only the Primary Admin on the account will be able to have Akken reset his/her password.  All other users can be reset by the Admin.</li> <li> <strong>Email Setup</strong> – (email letter flying) this is to setup a user’s external email account in Akken. Please see the directions below:</li> <li>Click on the Email Setup Icon then click on Add New Account</li> </ul><p><br></p><h1><u><span style="font-size: 18px; color: rgb(0, 0, 0);"><strong class="">Granting HRM Department Viewership Access:</strong></span></u></h1><p> In order for administrators to view records within employee management of employees of your company you must be give permissions within the Administration Department in HRM to view the list.  Chris Allison is the only user with permissions to view the Administration Department and all the employee records that are associated with the Administration Department.  Currently there are 15 employees associated with the Administration Department.</p><p><br></p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041547761/original/0y8NC2bQZ5Ev2PnDcUPluNq3zCR1dKt7lQ?1501167278" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041547761/original/0y8NC2bQZ5Ev2PnDcUPluNq3zCR1dKt7lQ?1501167278" data-fileid="4041547761" data-uniquekey="1501167117496" class="fr-dii fr-draggable"></p><p><br></p><p>If there is going to be more than one administrator that will require access to the Administration Department, you can add permissions to other users through Edit Department.  Check the box next to the department you wish to Edit, then Edit Department.</p><p><br></p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041547780/original/LYkaCbf_SCLfI2Jpda_8t4oyP3M7mqbkvw?1501167294" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041547780/original/LYkaCbf_SCLfI2Jpda_8t4oyP3M7mqbkvw?1501167294" data-fileid="4041547780" data-uniquekey="1501167117496" class="fr-dii fr-draggable"></p><p><br></p><p>In order to add multiple users you must hold down the control key (CTRL) and select the users you wish to add, then click on Save.  These users now have permission to view the records in those folders.</p><p><br></p><p><br></p><p><strong><u><span style="font-size: 18px;">Deactivating a User</span></u></strong></p><p><br></p><p>To deactivate a user account you must navigate to Admin--&gt;User Management.</p><p><br></p><p>User Management is where you can see create/deactivate users, see active users, edit user preferences, change user types, as well as changing usernames and passwords:</p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041511946/original/2M8X2t_Ck1jPslu5DyZjtyAtDEpOx4EZYg?1501092977" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041511946/original/2M8X2t_Ck1jPslu5DyZjtyAtDEpOx4EZYg?1501092977" data-fileid="4041511946" data-uniquekey="1501092947882" class="fr-dii fr-draggable"></p><p><br></p><p>The very far right icon is the deactivate user icon. After clicking on it the following window will appear:</p><ul> <li> <p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512207/original/m7CCZTCPcdOcwhbqUS80svNez0JRLpyC6Q?1501093489" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512207/original/m7CCZTCPcdOcwhbqUS80svNez0JRLpyC6Q?1501093489" data-fileid="4041512207" data-uniquekey="1501092947882" class="fr-dii fr-draggable"></p> <p>After clicking 'Select Employee' when changing ownership of records you will get the following pop-up window to select an internal employee to move the record ownership to:</p> </li> <li><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512250/original/pA750FAUulX4iJbmPOEiQQU0QKEeywH1aQ?1501093571" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512250/original/pA750FAUulX4iJbmPOEiQQU0QKEeywH1aQ?1501093571" data-fileid="4041512250" data-uniquekey="1501092947882" class="fr-dii fr-draggable"></p></li> <li><p><strong>Note: </strong>If you utilize AkkenCloud as your email client you can also move existing and new emails that were originally tied to a user and move them to another user(as long as they have an email account configured in AkkenCloud).</p></li> </ul><p><br></p><p><font color="#ff0000"><u><strong><span style="font-size: 18px; color: rgb(0, 0, 0);">RE-ACTIVATING A USER:</span></strong></u></font></p><p> </p><p>Once you're on the Deactivated Users page you can then determine which types of users you wish to view by using the dropdown menu labelled 'User Type':</p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512770/original/ogvtIXxVPWe8Ts_NWOAcsS51bbBpYLGNeQ?1501094589" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512770/original/ogvtIXxVPWe8Ts_NWOAcsS51bbBpYLGNeQ?1501094589" data-fileid="4041512770" data-uniquekey="1501094482101" class="fr-dii fr-draggable"></p><p><br></p><p><font color="#4a4a4a" size="3">To reactivate a user account you would simply click on the orange icon on the far right of the screen.</font></p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512855/original/5uF1vME8vVD1UAWNrdan-MnA-Ww7Swb-4Q?1501094771" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512855/original/5uF1vME8vVD1UAWNrdan-MnA-Ww7Swb-4Q?1501094771" data-fileid="4041512855" data-uniquekey="1501094482101" class="fr-dii fr-draggable"></p><p><br></p><p>To view a full sized copy of the image, please click directly onto the graphic.</p><p>To activate the user account for an employee:</p><p><br></p><p>Click on the<strong> Activate</strong> <img src="https://appserver14.akken.com/BSOS/Help/Admin_UM/activate_icon.jpg" alt="" class="fr-dii fr-draggable"> icon for the employee you want to reactivate. The system refreshes and displays the following alert message as shown below:</p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512872/original/8FyQrBMSWGC8-T9Vrye-tQaCMguo0sRL0w?1501094791" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512872/original/8FyQrBMSWGC8-T9Vrye-tQaCMguo0sRL0w?1501094791" data-fileid="4041512872" data-uniquekey="1501094482101" class="fr-dii fr-draggable"></p><p>How Reactivated Employee’s email will function upon reactivation:</p><ul type="disc"> <li>If the employee’s email folders were moved to another employee, then the Reactivated Employee will not see legacy emails and folders in their collaboration email screen.</li> <li>If email forwarding was enabled to go to another employee, that will stop and all new emails will be sent to the Reactivated Employee.</li> <li>If no email options were selected when deactivating, the email account will contain all information that it had before.</li> <li>Click on the <strong>Reactivate Employee</strong> to reactivate the employee.</li> <li>Click on the <strong>Cancel</strong> to cancel and return back to previous page.</li> </ul> 266142 444 4000063493 2017-07-28T10:11:43-04:00 4004241107 12 2 1 0 How to Create/Deactivate Users 2015-10-01T14:41:20-04:00 4004241107 1 2015-10-01T14:45:38-04:00 0 0  In order for administrators to view records within employee management of employees of your company you must be give permissions within the Administration Department in HRM to view the list.  Chris Allison is the only user with permissions to view the Administration Department and all the employee records that are associated with the Administration Department.  Currently there are 15 employees associated with the Administration Department. If there is going to be more than one administrator that will require access to the Administration Department, you can add permissions to other users through Edit Department.  Check the box next to the department you wish to Edit, then Edit Department. NOTE: In order to add multiple users you must hold down the control key (CTRL) and select the users you wish to add, then click on Save.  These users now have permission to view the records in those folders.  In order for administrators to view records within employee management of employees of your company you must be give permissions within the Administration Department in HRM to view the list.  Chris Allison is the only user with permissions to view the Administration Department and all the employee records that are associated with the Administration Department.  Currently there are 15 employees associated with the Administration Department.<p><br></p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041547761/original/0y8NC2bQZ5Ev2PnDcUPluNq3zCR1dKt7lQ?1501167278" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041547761/original/0y8NC2bQZ5Ev2PnDcUPluNq3zCR1dKt7lQ?1501167278" data-fileid="4041547761" data-uniquekey="1501167117496" class="fr-dii fr-draggable"><p><br></p><p><br></p>If there is going to be more than one administrator that will require access to the Administration Department, you can add permissions to other users through Edit Department.  Check the box next to the department you wish to Edit, then Edit Department.<p><br></p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041547780/original/LYkaCbf_SCLfI2Jpda_8t4oyP3M7mqbkvw?1501167294" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041547780/original/LYkaCbf_SCLfI2Jpda_8t4oyP3M7mqbkvw?1501167294" data-fileid="4041547780" data-uniquekey="1501167117496" class="fr-dii fr-draggable"></p><p><br></p><p><strong>NOTE: </strong>In order to add multiple users you must hold down the control key (CTRL) and select the users you wish to add, then click on Save.  These users now have permission to view the records in those folders.</p><p><br></p> 266142 211 4000063495 2017-07-27T11:42:30-04:00 4004241107 13 2 0 0 How To Grant HRM Department Viewership 2015-10-01T14:45:38-04:00 4001711681 1 2016-01-18T08:45:54-05:00 0 2 CRM Groups Go to Contacts or Candidates in CRM.  Run your search to find the candidates or contacts you wish to group together, then click on the check boxes next to the records you wish to add to a group OR click on the check box next to “Last Name” and it will select All.  Click on Manage Records-->Group. A pop-up appears and you can add to a new group if one has already been created or you can click on create a new group and create a group.  You can also decide if the group will be private or public.  Once you have selected your group or created a new group, click on Save. Your group has been created and you can now use it again in the future and it will show under CRM Groups.  You can add new candidates or contacts to a specific group and you can use those groups for eCampaigns.  Additionally, you can select multiple groups so the candidate or contact can be a part of more than one group if needed. You can then manage your CRM Groups in CRM-->CRM Groups: When sending eCampaigns when clicking on the “To” line you will see a list for your CRM Groups to send to. <p><strong><span style="font-size: 18px;">CRM Groups</span></strong></p><p>Go to Contacts or Candidates in CRM.  Run your search to find the candidates or contacts you wish to group together, then click on the check boxes next to the records you wish to add to a group OR click on the check box next to “Last Name” and it will select All.  Click on Manage Records--&gt;Group.</p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041560668/original/2xjG9lkjkVFpKx1J4iBdgXKw0rZHS7NVOw?1501188457" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041560668/original/2xjG9lkjkVFpKx1J4iBdgXKw0rZHS7NVOw?1501188457" data-fileid="4041560668" data-uniquekey="1501188388188"></p><p><br></p><p>A pop-up appears and you can add to a new group if one has already been created or you can click on create a new group and create a group.  You can also decide if the group will be private or public.  Once you have selected your group or created a new group, click on Save.</p><p><br></p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041560693/original/QAl7bwGBsNj-p6D_M32foN_wdnzRAXmqiQ?1501188514" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041560693/original/QAl7bwGBsNj-p6D_M32foN_wdnzRAXmqiQ?1501188514" data-fileid="4041560693" data-uniquekey="1501188388188"></p><p><br></p><p>Your group has been created and you can now use it again in the future and it will show under CRM Groups.  You can add new candidates or contacts to a specific group and you can use those groups for eCampaigns.  Additionally, you can select multiple groups so the candidate or contact can be a part of more than one group if needed.</p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041560728/original/HRoMxWrhwE59-wVjbezSsTk0ovHs6xRg3A?1501188564" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041560728/original/HRoMxWrhwE59-wVjbezSsTk0ovHs6xRg3A?1501188564" data-fileid="4041560728" data-uniquekey="1501188388188"></p><p><br></p><p>You can then manage your CRM Groups in CRM--&gt;CRM Groups:</p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041560743/original/4UmiSf4FWERh9dHqoJdTgUy5tG4qdLzxKw?1501188592" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041560743/original/4UmiSf4FWERh9dHqoJdTgUy5tG4qdLzxKw?1501188592" data-fileid="4041560743" data-uniquekey="1501188388188"></p><p>When sending eCampaigns when clicking on the “To” line you will see a list for your CRM Groups to send to.</p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041560794/original/39K7V0P7omF_QwpDkTFz1dVzDI18peEJBg?1501188673" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041560794/original/39K7V0P7omF_QwpDkTFz1dVzDI18peEJBg?1501188673" data-fileid="4041560794" data-uniquekey="1501188388188"></p><p><br></p><p><br></p><p><br></p><p><br></p> 266142 314 4000071139 2017-07-27T16:54:01-04:00 4004241107 14 2 0 2 How to create CRM groups 2016-01-18T08:45:54-05:00 4004241107