1 137203 2014-02-06T11:41:32-05:00 265999 false Front Office 2 2015-08-21T04:41:06-04:00 1 1 2014-02-06T11:19:03-05:00 5 0 No, it is not automatically updated in their CRM record. <p><span style="">No, it is not automatically updated in their CRM record.</span></p> 265999 467 188202 2015-05-08T14:41:15-04:00 1 2 5 0 If a Candidate or Employee edits their information through My Profile, is it automatically updated in their CRM Record? 2015-08-21T04:41:07-04:00 12054499 1 2014-01-28T09:12:46-05:00 1 3 CRM – Contacts screen. The contacts that are grouped are added to address book automatically under the specified group. If the group does not exist in the address book, then both the new group and the contacts are added to the address book. In this process, the records are not duplicated in the address book Select the required contact(s) and click ‘Groups’ link. The system refreshes and displays the Groups screen In the Groups screen, select the group under which you want to list the selected contacts, from the Groups drop down list. Click ‘Add’ to add the selected contacts in the address book Creating Candidates Group: Follow the same process described above to create candidate groups   <ul> <li><font size="2"><strong>CRM – Contacts screen</strong>. The contacts that are grouped are added to address book automatically under the specified group. If the group does not exist in the address book, then both the new group and the contacts are added to the address book. In this process, the records are not duplicated in the address book</font></li> <li><font size="2">Select the required contact(s) and click ‘Groups’ link. The system refreshes and displays the Groups screen</font></li> <li><font size="2">In the Groups screen, select the group under which you want to list the selected contacts, from the Groups drop down list. Click ‘Add’ to add the selected contacts in the address book</font></li> <li><font size="2"><strong>Creating Candidates Group:</strong> Follow the same process described above to create candidate groups</font></li> </ul> <p></p> <p><br> </p> 265999 479 184951 2015-05-08T14:42:02-04:00 2 2 1 3 How do I create groups of candidates and contacts? 2015-08-21T04:41:06-04:00 12054499 1 2014-01-28T09:19:53-05:00 0 3 CRM – Candidates – double click on any candidate record in the Candidates home page The system displays the Candidate Summary screen. In the Candidate Summary screen, click 'remove' link available in the resume field The system prompts you for confirmation. Confirm the deletion in the prompt The system removes the resumes from the candidate profile <ul> <li><font size="2"><b>CRM – Candidates</b> – double click on any candidate record in the Candidates home page </font></li> <li><font size="2">The system displays the Candidate Summary screen. In the Candidate Summary screen, click '<u>remove</u>' link available in the resume field</font></li> <li><font size="2">The system prompts you for confirmation. Confirm the deletion in the prompt</font></li> <li><font size="2">The system removes the resumes from the candidate profile</font></li> </ul> <br> 265999 359 184953 2015-05-12T14:28:48-04:00 3 2 0 3 How do I delete resumes from a candidate's profile? 2015-08-21T04:41:06-04:00 12054499 1 2014-01-30T11:44:50-05:00 3 1 **You will only be able to change CRM record ownership if you are the owner of the record. Otherwise admins can bypass this and change ownership via Admin-->Data Management.** CRM – Contacts – Select any contact record you wish to change the ownership and click on Change Owner link. The system refreshes and displays the Select Owner screen In the Select Owner screen, select the required owner from the Select Owner drop-down list and click on Done link. The system prompts you for confirmation Click the OK button to change the ownership of the record to the selected owner Click the Cancel link to cancel the alert message and return back to Select Owner screen Note: You can select multiple contacts and change their ownership. You must be the original owner of the Contact/Companies/Candidates/Job Orders in order to change the owner <div><font face="Helvetica, Arial, sans-serif"><b>**You will only be able to change CRM record ownership if you are the owner of the record. Otherwise admins can bypass this and change ownership via Admin--&gt;Data Management.**</b></font></div> <ul style="font-family: Helvetica, Arial, sans-serif;"><li><span style=""><b>CRM – Contacts</b> – Select any contact record you wish to change the ownership and click on <b>Change Owner</b> link. The system refreshes and displays the <b>Select Owner</b> screen<b></b></span></li></ul> <ul style="font-family: Helvetica, Arial, sans-serif;"> <li><span style="">In the <b>Select Owner</b> screen, select the required owner from the <b>Select Owner</b> drop-down list and click on <b>Done</b> link. The system prompts you for confirmation</span></li> <li><span style="">Click the OK button to change the ownership of the record to the selected owner</span></li> <li><span style="">Click the <b>Cancel</b> link to cancel the alert message and return back to <b>Select Owner </b>screen</span></li> </ul> <div><font face="Helvetica, Arial, sans-serif"><br></font></div> <p style="font-family: Helvetica, Arial, sans-serif;"><span style=""><b>Note: </b>You can select multiple contacts and change their ownership. You must be the original owner of the C<b>ontact/Companies/Candidates/Job Orders</b> in order to change the owner</span></p> 265999 314 186003 2015-12-21T16:14:34-05:00 4004241107 4 2 3 1 How do I change ownership of records I created? 2015-08-21T04:41:07-04:00 12054499 1 2014-01-28T09:14:53-05:00 2 0 Collaboration – Email – Address Book – In the Address Book home page, click Groups link. The system displays the Groups available in Address Book Select the required group and click 'Edit'. The system displays the group record in edit mode Make the required changes for the group and click 'Update' to save the new changes made to the group <ul> <li> <b>Collaboration – Email – Address Book</b> – In the Address Book home page, click Groups link. The system displays the Groups available in Address Book</li> </ul> <p><br></p> <p></p> <p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4014042258/original/Address_Book_Groups1.PNG?1432741243" class="inline-image" data-id="4014042258" style="cursor: default;"></p> <br><ul> <li>Select the required group and click 'Edit'. The system displays the group record in edit mode</li> </ul> <p><br></p> <p></p> <p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4014042276/original/Address_Book_Groups2.PNG?1432741273" class="inline-image" data-id="4014042276" style="cursor: default;"></p> <br><ul> <li>Make the required changes for the group and click 'Update' to save the new changes made to the group</li> </ul> <p><br></p> <p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4014042304/original/Address_Book_Groups3.PNG?1432741287" class="inline-image" data-id="4014042304" style="cursor: default;"></p> 265999 318 184952 2015-05-27T11:41:52-04:00 5 2 2 0 How do I edit my Address Book Groups? 2015-08-21T04:41:06-04:00 12054499 1 2014-01-30T11:47:40-05:00 1 2 Select the required record and click Archive link. The system displays the archived record in View Archive home page In the View Archive home page, select the archived record and click Delete. The record will be deleted permanently Note: To delete the record(s) in Akken Staffing, you need to be the owner of the record. <ul style="font-family: Helvetica, Arial, sans-serif; font-size: 12px;"> <li>Select the required record and click <b>Archive</b> link. The system displays the archived record in <b>View Archive</b> home page</li> <li>In the <b>View Archive</b> home page, select the archived record and click <b>Delete</b>. The record will be deleted permanently</li> </ul> <div><font face="Helvetica, Arial, sans-serif"><br></font></div> <p style="font-family: Helvetica, Arial, sans-serif; font-size: 12px;"><b>Note</b>: To delete the record(s) in <b>Akken Staffing</b>, you need to be the owner of the record.</p> 265999 433 186004 2015-05-08T14:51:22-04:00 6 2 1 2 How do I delete records? 2015-08-21T04:41:07-04:00 12054499 1 2014-02-04T10:54:16-05:00 0 0 The changed option will be displayed in the drop-down list. All the records associated with the changed option will also be changed. <div><font color="#4a4a4a" face="Helvetica, Arial, sans-serif">The changed option will be displayed in the drop-down list. All the records associated with the changed option will also be changed.</font></div> 265999 217 187179 2015-05-12T15:50:03-04:00 7 2 0 0 What happens if I change an option in a drop-down list being used? 2015-08-21T04:41:07-04:00 12054499 1 2014-02-06T09:25:41-05:00 0 0 We recommend you use only .txt files, word documents (.doc), and PDF files while parsing. Note: Image files will not be parsed. Do not use .JPG, .GIF or PNG’s. Text files with images or tables will not parse correctly. <div><span style=""><font face="Helvetica, Arial, sans-serif">W</font>e recommend you use only .txt files, word documents (.doc), and PDF files while parsing.</span></div> <div><b style="font-size: small;"><br></b></div> <div><span style=""><b>Note:</b> Image files will not be parsed. Do not use .JPG, .GIF or PNG’s. Text files with images or tables will not parse correctly.</span></div> 265999 248 188117 2015-05-12T15:51:17-04:00 8 2 0 0 What types of files am I able to parse? 2015-08-21T04:41:07-04:00 12054499 1 2014-01-28T09:23:52-05:00 1 0 The Profile Title field is used to display the name of the resume that is parsed For example: If you parse a resume “John.doc”, then the system displays John in the Profile Title field <li>The <b>Profile Title</b> field is used to display the name of the resume that is parsed <b></b> </li> <li> <b>For example:</b> If you parse a resume “John.doc”, then the system displays <b>John</b> in the <b>Profile Title</b> field</li> <br> 265999 308 184954 2015-05-12T15:52:01-04:00 9 2 1 0 When I parse a resume, what is the Profile Title field used for? 2015-08-21T04:41:06-04:00 12054499 1 2014-02-06T09:58:59-05:00 6 2 Job Postings refers to broadcasting Job Orders to internal or external contacts, partners and suppliers. Usually the Job Postings are sent to fill the position when you are finding difficulty meeting your customer Job Order or your Job Order. <div><span>Job Postings refers to broadcasting Job Orders to internal or external contacts, partners and suppliers. Usually the Job Postings are sent to fill the position when you are finding difficulty meeting your customer Job Order or your Job Order.</span></div> 265999 335 188131 2015-05-12T15:55:22-04:00 10 2 6 2 What are Job Postings? 2015-08-21T04:41:07-04:00 12054499 1 2014-02-06T10:05:41-05:00 0 1 Job Postings Inquiry: When you get a reply for the job posting you made, it is called Job Postings Inquiry Job Postings Response: When you reply back to the Job Postings Inquiry mail, it is called Job Postings Response <ul style="font-family: Helvetica, Arial, sans-serif;"><li> <b>Job Postings Inquiry:</b> When you get a reply for the job posting you made, it is called <b>Job Postings Inquiry</b><b></b> </li></ul> <ul style="font-family: Helvetica, Arial, sans-serif;"><li> <b>Job Postings Response:</b> When you reply back to the <b>Job Postings Inquiry</b> mail, it is called <b>Job Postings Response</b> </li></ul> 265999 251 188136 2015-05-12T15:58:26-04:00 11 2 0 1 Under Job Postings, what is the difference between an Inquiry and a Response? 2015-08-21T04:41:07-04:00 12054499 1 2014-02-06T10:09:17-05:00 2 10 Job Postings: Refers to posting Job Orders to internal or external contacts, partners and suppliers. Usually Job Postings are sent to fill the position when you are finding difficulty meeting your customer Job Order or your Job Order Job Orders: Refers to a potential sales opportunity – the Job Order or job opening that you receive from others (companies, consultancies, placement agencies and partners) <ul style="font-family: Helvetica, Arial, sans-serif;"> <li> <b>Job Postings:</b> Refers to posting Job Orders to internal or external contacts, partners and suppliers. Usually Job Postings are sent to fill the position when you are finding difficulty meeting your customer Job Order or your Job Order<br><br><b></b> </li> <li> <b>Job Orders:</b> Refers to a potential sales opportunity – the Job Order or job opening that you receive from others (companies, consultancies, placement agencies and partners)</li> </ul> 265999 445 188137 2015-05-12T16:02:02-04:00 12 2 2 10 What is the difference between a Job Posting and a Job Order? 2015-08-21T04:41:07-04:00 12054499 1 2014-01-30T11:33:52-05:00 3 1 When you close the job orders, they will be removed from the Open status list and will not be displayed in the Job Orders home page By default, the Job Orders home page displays the list of open job orders To view the closed job orders, select the All option from the Status column drop list available in the Job Orders home page. The system refreshes and displays all types of job orders <ul style="font-family: Helvetica, Arial, sans-serif; font-size: 12px;"> <li>When you close the job orders, they will be removed from the Open status list and will not be displayed in the Job Orders home page</li> <li><span style="">By default, the Job Orders home page displays the list of open job orders</span></li> <li><span style="">To view the closed job orders, select the All option from the Status column drop list available in the Job Orders home page. The system refreshes and displays all types of job orders</span></li> </ul> 265999 266 185999 2014-08-28T15:22:35-04:00 13 2 3 1 What happens to my job orders once I close them? Why I can’t see them on the main Job Orders screen once I close them? 2015-08-21T04:41:07-04:00 12054499 1 2014-02-06T09:33:04-05:00 3 0 After you create a job order, you may need to refresh your screen in order for the order to show up in the main search screen <div><div><span style="color: rgb(74, 74, 74);">After you create a job order, you may need to refresh your screen in order for the order to show up in the main search screen</span></div></div> 265999 251 188123 2014-02-14T14:23:55-05:00 14 2 3 0 Why am I unable to see a job order after it has been created? 2015-08-21T04:41:07-04:00 12054499 1 2014-02-06T11:15:59-05:00 1 2 Yes, you can copy job orders CRM – Job Orders – Check the box of the job order you wish to copy, and click the Copy icon.  The system displays the New Job Order screen with the job order information populated Add or modify the information to the copied job order and click Save to save the job order. The system creates a new job order and displays it in the Job Orders home page <div><font style="font-size: small;">Yes, you can copy job orders</font></div> <ul style="font-family: Helvetica, Arial, sans-serif;"> <li><span style=""><b>CRM – Job Orders – </b>Check the box of the job order you wish to copy, and click the <b>Copy</b> icon.  The system displays the <b>New Job Order</b> screen with the job order information populated</span></li> <li>Add or modify the information to the copied job order and click <b>Save</b> to save the job order. The system creates a new job order and displays it in the <b>Job Orders</b> home page</li> </ul> 265999 274 188196 2015-02-17T10:57:04-05:00 15 2 1 2 Can I copy Job Orders? 2015-08-21T04:41:07-04:00 12054499 1 2014-02-06T09:36:13-05:00 2 0 In the main search screen there are drop down lists across the column bar.  Make sure each drop-down is set to ALL. This will enable you to view all records within a given area <div><span style=""><font face="Helvetica, Arial, sans-serif">In</font> the main search screen there are drop down lists across the column bar.  Make sure each drop-down is set to <b>ALL. </b>This will enable you to view all records within a given area</span></div> 265999 256 188124 2014-03-25T18:05:39-04:00 16 2 2 0 Why am I unable to see all the job orders/candidates/contacts/companies in the main search screen? 2015-08-21T04:41:07-04:00 12054499 1 2014-02-06T10:44:20-05:00 0 0 Contacts, Companies, Candidates, and Job Orders are the only sections of Akken that feature 'Customize View' options. <div><font style="font-family: Arial;">Contacts, Companies, Candidates, and Job Orders are the only sections of Akken that feature 'Customize View' options.</font></div> 265999 265 188173 2015-05-08T14:36:28-04:00 17 2 0 0 Can I hide columns that I don’t need or don’t want to use? 2015-08-21T04:41:07-04:00 12054499 1 2014-02-06T09:37:52-05:00 1 0 You can setup a CSV file in order to import Contacts/Companies/Candidates into Akken Staffing Open the workbook you want to save for use in another program On the File menu, click Save As In the File name box, type a new name for the workbook In the Save as type list, select the CSV (Comma delimited) file format *If you're on a Mac, the file will need to be saved as a Windows CSV specifically* Click Save Note: By default, some file formats save all worksheets in the workbook. If you want to save only specific worksheets, first hide each worksheet you don’t want to save. To hide the active worksheet, click Sheet on theFormat menu, and then click Hide <ul style="font-family: Helvetica, Arial, sans-serif;"> <li>You can setup a <b>CSV</b> file in order to import Contacts/Companies/Candidates into <b>Akken Staffing</b><b></b> </li> <li><span style="">Open the workbook you want to save for use in another program</span></li> <li><span style="">On the <b>File</b> menu, click <b>Save As</b></span></li> <li><span style="">In the <b>File</b> name box, type a new name for the workbook</span></li> <li>In the <b>Save as</b> type list, select the <b>CSV (Comma delimited)</b> file format <b>*If you're on a Mac, the file will need to be saved as a Windows CSV specifically*</b> </li> <li><span style="">Click <b>Save</b></span></li> </ul> <p style="font-family: Helvetica, Arial, sans-serif;"><b>Note</b>: By default, some file formats save all worksheets in the workbook. If you want to save only specific worksheets, first hide each worksheet you don’t want to save. To hide the active worksheet, click <b>Sheet</b> on the<b>Format</b> menu, and then click <b>Hide</b></p> 265999 276 188125 2016-05-09T16:06:43-04:00 4001711681 18 2 1 0 How do I create a CSV file? 2016-05-09T16:06:43-04:00 12054499 1 2014-02-06T10:59:21-05:00 1 0 Archive means deleting a record temporarily from your active list. For example, you can delete a contact temporarily from your active contacts list. You can remove single or multiple or all records at a time. The contacts removed from the Contacts home page will be available in the Contacts View Archive page <div> <b style="color: rgb(74, 74, 74);">Archive</b><span style="color: rgb(74, 74, 74);"> </span><span style="color: rgb(74, 74, 74);">means deleting a record temporarily from your active list.</span> </div> <div> <span style="color: rgb(74, 74, 74);"><b>For example, </b>you can delete a contact temporarily from your active contacts list. You can remove single or multiple or all records at a time. The contacts removed from the</span><span style="color: rgb(74, 74, 74);"> </span><b style="color: rgb(74, 74, 74);">Contacts</b><span style="color: rgb(74, 74, 74);"> </span><span style="color: rgb(74, 74, 74);">home page will be available in the </span><b style="color: rgb(74, 74, 74);">Contacts View Archive</b><span style="color: rgb(74, 74, 74);"> </span><span style="color: rgb(74, 74, 74);">page</span> </div> 265999 252 188179 2014-02-14T14:25:08-05:00 19 2 1 0 What does Archiving a record mean? 2015-08-21T04:41:07-04:00 12054499 1 2014-02-06T11:00:48-05:00 0 1 No, archived records do not get deleted after a certain amount of time <div><span style="font-size: small;">No, archived records do not get deleted after a certain amount of time</span></div> 265999 202 188180 2014-02-14T14:25:19-05:00 20 2 0 1 Do archived records get deleted after a certain amount of time? 2015-08-21T04:41:07-04:00 12054499 1 2014-02-06T11:03:00-05:00 0 0 CRM – Candidates – double click on any candidate record in the Candidates home page The system displays the Candidate Summary screen. In the Candidate Summary screen, click remove link available in the resume field The system prompts you for confirmation. Confirm the deletion in the prompt The system removes the resumes from the candidate profile <ul style="font-family: Helvetica, Arial, sans-serif;"> <li> <b>CRM – Candidates</b> – double click on any candidate record in the Candidates home page<b></b> </li> <li><span style="">The system displays the Candidate Summary screen. In the Candidate Summary screen, click remove link available in the resume field</span></li> <li><span style="">The system prompts you for confirmation. Confirm the deletion in the prompt</span></li> <li>The system removes the resumes from the candidate profile</li> </ul> 265999 264 188183 2014-02-14T14:25:31-05:00 21 2 0 0 How do I delete resumes from the candidate’s profiles? 2015-08-21T04:41:07-04:00 12054499 1 2014-02-06T11:04:41-05:00 1 3 Collaboration – Email – Address Book – In the Address Book home page, click Groups link. The system displays the Groups available in Address Book Select the required group and click Edit link. The system displays the group record in edit mode Make the required changes for the group and click Update to save the new changes made to the group <div><ul style="font-family: Helvetica, Arial, sans-serif;"> <li> <b>Collaboration – Email – Address Book</b> – In the Address Book home page, click Groups link. The system displays the Groups available in Address Book<b></b> </li> <li><span style="">Select the required group and click Edit link. The system displays the group record in edit mode</span></li> <li>Make the required changes for the group and click Update to save the new changes made to the group</li> </ul></div> 265999 254 188185 2014-02-14T14:25:43-05:00 22 2 1 3 How do I access my Groups so I can edit them? 2015-06-17T12:01:26-04:00 12054499 1 2014-02-06T11:11:06-05:00 3 1 Yes, you can import and export the records in Akken Staffing. Akken Staffing supports importing of the contact details that use the Comma Separated Value (CSV) format <div><span style="">Yes, you can import and export the records in Akken Staffing. Akken Staffing supports importing of the contact details that use the <b>Comma Separated Value </b>(CSV) format</span></div> 265999 375 188188 2015-11-17T09:52:20-05:00 4001711681 23 2 3 1 Can I import and export? 2016-05-09T17:20:10-04:00 12054499 1 2014-02-06T11:12:26-05:00 1 1 CRM – Contacts – Select any contact record you wish to change the ownership and click on Change Owner link. The system refreshes and displays the Select Owner screen In the Select Owner screen, select the required owner from the Select Owner drop-down list and click on Done link. The system prompts you for confirmation Click the OK button to change the ownership of the record to the selected owner Click the Cancel link to cancel the alert message and return back to Select Owner screen Note: You can select multiple contacts and change their ownership. You must be the original owner of the contact/companies/candidates/job orders in order to change the owner <ul style="font-family: Helvetica, Arial, sans-serif;"><li> <b>CRM – Contacts</b> – Select any contact record you wish to change the ownership and click on <b>Change Owner</b> link. The system refreshes and displays the <b>Select Owner</b> screen<b></b> </li></ul> <ul style="font-family: Helvetica, Arial, sans-serif;"> <li><span style="">In the <b>Select Owner</b> screen, select the required owner from the <b>Select Owner</b> drop-down list and click on <b>Done</b> link. The system prompts you for confirmation</span></li> <li><span style="">Click the <b>OK</b> button to change the ownership of the record to the selected owner</span></li> <li><span style="">Click the <b>Cancel</b> link to cancel the alert message and return back to <b>Select Owner</b> screen</span></li> </ul> <p style="font-family: Helvetica, Arial, sans-serif;"><b>Note</b>: You can select multiple contacts and change their ownership. <b>You must be the original owner of the contact/companies/candidates/job orders in order to change the owner</b></p> 265999 256 188191 2014-02-14T14:26:12-05:00 24 2 1 1 How do I change the ownership of the records? 2015-08-21T04:41:07-04:00 12054499 1 2014-02-06T11:17:07-05:00 3 3 CRM – Job Orders – Manage Submissions (in the Submitted Candidates tab) Find the candidate you would like to resubmit and click on the Re-Submit Candidate details to Contact-icon <ul style="font-family: Helvetica, Arial, sans-serif;"><li> <b>CRM – Job Orders – Manage Submissions (in the Submitted Candidates tab)</b><b></b> </li></ul> <ul style="font-family: Helvetica, Arial, sans-serif;"><li>Find the candidate you would like to resubmit and click on the <b>Re-Submit Candidate details to Contact-</b>icon</li></ul> 265999 293 188199 2014-05-28T07:31:39-04:00 25 2 3 3 How do I resubmit a candidate to the same job order? 2015-06-20T15:25:22-04:00 12054499 1 2014-02-06T11:22:35-05:00 5 0 No, If a Candidate or Employee uploads a new resume, is their profile automatically updated <p>No, If a Candidate or Employee uploads a new resume, is their profile automatically updated</p> 265999 255 188208 2014-04-21T12:18:34-04:00 26 2 5 0 If a Candidate or Employee uploads a new resume, is their profile automatically updated? 2015-08-21T04:41:07-04:00 12054499 1 2014-02-06T11:27:21-05:00 1 2 Go to CRM – Candidates – Advanced Search – In the Advanced Search screen, select the Radius Search check box option. The system displays the Radius Search section below the Radius Search option In the Radius Search section, specify the zip code or location (city, state) along with distance in miles and also the country and click on Search. The system will display the candidates records based on the specified radius search parameters Example: Search for candidates in a 10 miles radius from zip code 08364 <ul style="font-family: Helvetica, Arial, sans-serif; font-size: 12px; color: rgb(74, 74, 74);"> <li>Go to <b>CRM – Candidates – Advanced Search</b> – In the <b>Advanced Search</b> screen, select the <b>Radius Search</b> check box option. The system displays the <b>Radius Search</b> section below the <b>Radius Search </b>option</li> <li> <span style="">In the</span><span style=""> </span><b style="">Radius Search</b><span style=""> </span><span style="">section, specify the zip code or location (city, state) along with distance in miles and also the country and click on</span><span style=""> </span><b style="">Search</b><span style="">. The system will display the candidates records based on the specified radius search parameters</span> </li> <li> <b style="">Example</b><span style="">: Search for candidates in a 10 miles radius from zip code 08364</span> </li> </ul> 265999 255 188217 2014-02-14T14:26:50-05:00 27 2 1 2 How can I do a radius search? 2015-08-21T04:41:07-04:00 12054499 1 2014-02-06T11:28:25-05:00 0 0 No, your search criteria will not be highlighted in the results <p><span style="">No, your search criteria will not be highlighted in the results</span></p> 265999 205 188220 2014-02-14T14:27:02-05:00 28 2 0 0 Will my search criteria be highlighted in the results? 2015-08-21T04:41:07-04:00 12054499 1 2017-02-07T11:32:23-05:00 0 0   <p> </p> 265999 138 4000097076 2017-02-07T11:32:23-05:00 4018930412 28 2 0 0 Short List 2017-02-17T12:05:52-05:00 4018930412 1 2014-02-06T11:29:24-05:00 3 0 Yes, in the candidate search there is an option to search notes as well as the summary screens. <div><font color="#4a4a4a">Yes, in the candidate search there is an option to search notes as well as the summary screens.</font></div> 265999 250 188222 2015-03-23T09:45:29-04:00 29 2 3 0 Are “Notes” searchable? 2015-08-21T04:41:07-04:00 12054499 1 2014-02-06T11:30:19-05:00 0 0 No, attachments in the document panel of a record are not searchable <p>No, attachments in the document panel of a record are not searchable</p> 265999 198 188224 2014-02-14T14:27:30-05:00 30 2 0 0 Are attachments in the Document panel of a record searchable? 2015-08-21T04:41:07-04:00 12054499 1 2014-02-06T11:39:11-05:00 0 1 As a security precaution, sessions are ended after 2 hours of inactivity. You can sign in again to resume using the application <div><span style="font-size: small;">As a security precaution, sessions are ended after 2 hours of inactivity. You can sign in again to resume using the application</span></div> 265999 210 188238 2014-06-10T10:51:37-04:00 31 2 0 1 Why does Akken log me out after 2 hours? 2015-08-21T04:41:07-04:00 12054499 1 2014-01-27T17:29:02-05:00 1 0 Yes, you can have multiple IP addresses Yes, you can restrict a user's log-in to a specific IP address <p></p> <ul> <li> <span style="">Yes, you can have multiple IP addresses</span><br> </li> <li><span style="">Yes, you can restrict a user's log-in to a specific IP address</span></li> </ul> 265999 214 184808 2014-08-19T15:48:09-04:00 32 2 1 0 Can I add multiple IP addresses? Can I restrict a user's log-in to a specific IP address? 2015-08-21T04:41:06-04:00 12054499 1 2015-02-06T14:04:53-05:00 3 0 To import Contacts/Candidates into your Akken database: First, your import spreadsheet should be saved as a .CSV file to be imported. Next, on the CRM-->Contacts (or Candidates if you're importing Candidates), click 'Import'. Then you will be able to select the .CSV file to import. You will then need to map the column headings on your spreadsheet to be associated to the fields provided in Akken. The next page after that is the duplicate checking page. You can select whichever fields you would like to check to see if there's a duplicate candidate already in your database based on your selected fields. <p></p> <div><span style="color: rgb(0, 0, 0);">To import Contacts/Candidates into your Akken database:</span></div> <div><ol> <li> <span style="color: rgb(0, 0, 0);">First, your import spreadsheet should be saved as a .CSV file to be imported.</span><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4010550544/original/Step_1.png?1423249759" class="inline-image" data-id="4010550544" style="color: rgb(0, 0, 0); cursor: default;"> </li> <li> <span style="color: rgb(0, 0, 0);">Next, o<span style="font-family: 'Helvetica Neue', Arial, Helvetica, sans-serif; font-size: 12px; line-height: 1.3;">n the CRM--&gt;Contacts (or Candidates if you're importing Candidates), click 'Import'. Then</span><span style="font-family: 'Helvetica Neue', Arial, Helvetica, sans-serif; font-size: 12px; line-height: 1.3;"> you will be able to select the .CSV file to import.</span></span><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4010550610/original/Step2a.png?1423249877" class="inline-image" data-id="4010550610" style="color: rgb(0, 0, 0); cursor: default;"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4010550617/original/Step2b.png?1423249905" class="inline-image" data-id="4010550617" style="cursor: default;"> </li> <li> <span style="font-family: 'Helvetica Neue', Arial, Helvetica, sans-serif; font-size: 12px; line-height: 1.3; color: rgb(0, 0, 0);">You will then need to map the column headings on your spreadsheet to be associated to the fields provided in Akken.</span><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4010550648/original/Step3.png?1423250026" class="inline-image" data-id="4010550648" style="color: rgb(0, 0, 0); cursor: default;"> </li> <li> <span style="font-family: 'Helvetica Neue', Arial, Helvetica, sans-serif; font-size: 12px; line-height: 1.3; color: rgb(0, 0, 0);">The next page after that is the duplicate checking page. You can select whichever fields you would like to check to see if there's a duplicate candidate already in your database based on your selected fields.</span><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4010550683/original/Step4.png?1423250126" class="inline-image" data-id="4010550683" style="color: rgb(0, 0, 0); cursor: default;"> </li> </ol></div> 265999 345 4000044634 2015-02-06T14:15:52-05:00 33 2 3 0 How do I import Contacts/Candidates? 2015-08-21T04:41:09-04:00 4004241107 1 2015-11-05T13:14:36-05:00 2 1 ACR stands for Area Code Radius. This ties in with the Home Phone field. When using the Advanced Search tab on the Candidate search screen you can enter an area code to search for candidates within the radius of the area code. The ACR column will then be populated with the number of miles the candidate is from the entered area code. ZCR stands for Zip Code Radius. This ties in with the Zip field. When using the Advanced Search tab on the Candidate search screen you can enter a zip code to search for candidates within the radius of the zip code. The ZCR column will then be populated with the number of miles the candidate is from the entered zip code. If you have the Home Phone and Zip fields displaying on the Candidate search screen then the ACR and ZCR fields will always appear to the right, respectfully for each one. The only way to remove ACR and ZCR fields is to go into Customize View and remove Home Phone and Zip fields. <p></p> <ul><li> <span>ACR stands for Area Code Radius. This ties in with the Home Phone field. When using the Advanced Search tab on the Candidate search screen you can enter an area code to search for candidates within the radius of the area code. The ACR column will then be populated with the number of miles the candidate is from the entered area code.</span><br> </li></ul> <p><br></p> <p></p> <ul><li> <span>ZCR stands for Zip Code Radius. This ties in with the Zip fi</span><span>eld. </span><span>When using the Advanced Search tab on the Candidate search screen you can enter a zip code to search for candidates within the radius of the zip code. </span><span>The ZCR column will then be populated with the number of miles the candidate is from the entered zip code.</span> </li></ul> <p><br></p> <p></p> <ul><li> <span>If you have the Home Phone and Zip fields displaying on the Candidate</span><span> search screen then the ACR and ZCR fields will always appear to the right, respectfully for each one.</span><br> </li></ul> <p><br></p> <p></p> <ul><li> <span>The only way to remove ACR and ZCR fields is to go in</span><span>to Customize View and remove Home Phone and Zip fields.</span><br> </li></ul> 265999 259 4000066232 2015-12-21T15:59:42-05:00 4004241107 34 2 2 1 What does ACR and ZCR stand for and how do I remove them from my Candidate screen? 2015-11-05T13:14:36-05:00 4004241107 1 2015-12-08T17:29:19-05:00 0 0 For an explanation of how to parse profile data from LinkedIn, please see the attached document. <p>For an explanation of how to parse profile data from LinkedIn, please see the attached document.</p> 265999 258 4000068703 2015-12-08T17:29:19-05:00 4001711681 35 2 0 0 Parsing Profile Data From LinkedIn 2015-12-08T17:29:19-05:00 4001711681 1 2019-03-25T09:26:50-04:00 0 0 How to Setup Commissions on Job Orders Commissions in Akken can be setup as single tier or multiple tiers in AkkenCloud.  While you do have the ability to assign the commission information in a Job Order, it is most essential that it be added to a Job Assignment.  If it is added to a Job Order, it will push over to an Assignment automatically. Regardless of whether you enter the commission information to a Job Order or an Assignment, the setup of commissions first occurs within the Admin menu. Single Tier Commission For this option, the only thing that needs to be setup in Admin is under ‘Manage Roles’.  There are several Roles that Akken creates for you, however, there is NO commission amount pre-assigned.  You can use these Roles or add any others that are applicable to your business without adding commission earnings to merely track who is involved and in what capacity with each Job Order / Assignment.  This is helpful because in AkkenCloud, you can have only one record owner. However, our intention is to add the Commission Earnings information to Roles.  Below is the list of Roles that Akken creates for you: We will work with a Role, called Recruiting Manager and assign a commission rate to that Role, but let’s first review the buttons that appear at the top of the grid in Admin à Manage Roles: Display Commission Details – The options here are either enable or disable and controls whether the commission earnings amount is visible on the Job Order/Assignment.  This information, like people’s salaries, are often confidential, so it’s quite likely that you’ll choose to disable the details. Add New Role – This will be the option we’ll use momentarily to setup our new Role and commission rate. Activate – If a Role was no longer in use but was once again needed, you could use the Activate option to make it selectable from the Job Order/Assignment again. Deactivate – A Role has become obsolete, but there is history tied to it, so we can’t delete it.  We can, however, deactivate it so that it no longer displays as an option in the Job Order/Assignment screen. Let’s click ‘Add New Role’ and assign a title or ‘Recruiting Manager’.  For the next option, ‘User Input on Commissions’, we are going to use ‘Disable’.  This option controls whether the user can enter / edit the commission rates from the Job Order/Assignment screen.  I want to maintain those rates myself and not all my users to change it.  For Commission Plan, click ‘Add New’ and enter the Effective Start Date.  This is ongoing, so I’m not going to enter an End Date. In determining the commission earnings, you can use either a flat amount or a percentage and base that calculation on a few options, the most common being ‘Margin’, but could also be Pay Rate, Placement Fee, etc.: Our Recruiting Manager Role will earn 8% of Margin.  After setting that up, be sure to save your changes.  Our Role is now ready to use. Next, I’m going to go to CRM à Job Orders and add that Role to an existing Job Order, though it can be added to a new one as well.  In the ‘Billing Information’ section of my Job Order, I’ve identified two people with Roles – just to show that you can have more than one.  Back in Manage Roles, I disabled visibility and editability to the commission rate, so all the user can see is the role name: With my Roles in place, I’m going to get a Candidate placed on the Job Order and push this through to the Back Office as an Assignment. My Role information is visible on the Assignment and I can change it if necessary as part of the process of maintaining the Assignment.  I will leave mine as is and just go ahead and approve it, so my Employee can begin submitting time: Assignment screen (looks just like Job Order screen): With the Assignment approved, a timesheet submitted and approved and an invoice pushed to Invoice History, I can now run my commission reports.  With a Single Tier Commission structure, the report that I will use can be found under Analytics à Accounting à Customers à Invoice Based Commission Data.  Enter whatever criteria you need – invoice date range, specific customer, employee, etc. and ‘Export to Excel’. This report doesn’t show the dollar amount for the commission owed to the Employee(s).  It does show the rate they earn, margin percentage, pay/bill rates.  Please note that I’m hiding certain columns so that the columns we need to work with are near each other for screenshot purposes. What I want to do first is figure out the dollar amount for the margin.  To do this I’m going to insert a column and add a formula of Qty (hours) x Bill Rate.  I’m going to multiply that by the Margin percentage and divide by 100: Now that I have the Margin Value, I’m going to add another column that multiplies this value by the Commission Amount: That’s all there is to Single Tier Commissions in AkkenCloud! Multiple Tier Commissions All of the previous steps apply to using a Multiple Tier Commission structure in AkkenCloud, so we are going to take our Recruiting Manager Role to this next level.  Just as with setting up the Roles, we need to begin in Admin.  This time we’re going to ‘Manage Commission’ and selecting ‘Setup Tiers’ from the submenu. In Setup Tiers, the three buttons at the top of the grid function in the same way as with Roles: Add New – used to define new Commission Tiers Activate – If a tier has been deactivated but needs to be used again, it can be activated Deactivate – Used if a Commission Tier is no longer relevant We are going to ‘Add New’.  The Commission Level Name is ‘Recruiting Manager’. Please note that it doesn’t have to be the same as the Role Name.  The type can again be a percentage or dollar amount calculated on a few things such as Margin, Bill Rate, etc.  With those in place we now build the tiers: Our example is a percentage of Margin and has three tiers.  When you reach the last tier, leave the maximum blank. With the Tiers setup, the next step is to assign my tiers to each individual Employee.  For that, I’m going back to the Admin menu and selecting ‘Manage Commissions’.  In this grid, you will also have the Add New, Activate and Deactivate buttons which have the same functionality already discussed.  I’m going to ‘Add New’ and set the Commission Tier ‘Recruiting Manager’ to the Employee Jennifer Aniston: The Commission Plan put in place here is unique to each Employee.  I’m using the Commission Plan Nick Name field for the Employee’s first name, and will select her full name from the next row.  I’m adding one of the Commission Tiers that I’ve setup with and choosing my Effective Start Date.  This is ongoing, so I won’t enter an End Date. Now that we have our Employee associated with this Tier, let’s leave our example aside for a moment and talk, in general, about the Roles and Tiers work together.  Let’s say we have Role with a commission amount of 10% of Margin.   Let’s say that our margin for a particular invoice is $1000, then our Commission value is $100.  That’s where it ends if just using Roles. However, we are now adding Tiers so what happens in that case is that $100 is put into Commission Role ‘bucket’.  The amounts defined in the Employee’s assigned Tier determine what percentage of the total amount in the ‘bucket’ they will earn. Let’s assume this is the Employee’s first Assignment with the Company, the cumulative margin earnings for the role are $100.  This means the earnings will fall within the first tier, or 10%.  The actual earned dollar amount will be $10.                        Back to our working example, we again need to have submitted and approved timesheets and an Invoice in Invoice History. There are a series of reports that we can run, which include the columns for the calculations of the earned dollar amounts.  The most commonly used one is shown below, Analytics à Accounting à Customers à Invoice Commission Revenue.  Enter whatever filters are needed, by Invoice date, Employee, etc and ‘Export to Excel’.  Please note that I’ve hidden columns in the screenshot below. With this report, Column L, shows us what the percentage is applied as defined by the Role.  That percentage is calculated against the GP in Column K.  That calculated amount is shown in Column N.  In this case, the Recruiting Manager Role bucket has $48.  Based on the assigned tier and cumulative earnings, commission will be calculated at 10%, from Column Q and the actual amount earned from this one invoice is $4.80 as in Column P. <p align="center"><strong>How to Setup Commissions on Job Orders</strong></p><p><br></p><p>Commissions in Akken can be setup as single tier or multiple tiers in AkkenCloud.  While you do have the ability to assign the commission information in a Job Order, it is most essential that it be added to a Job Assignment.  If it is added to a Job Order, it will push over to an Assignment automatically.</p><p>Regardless of whether you enter the commission information to a Job Order or an Assignment, the setup of commissions first occurs within the Admin menu.</p><p><br></p><p><strong>Single Tier Commission</strong></p><p>For this option, the only thing that needs to be setup in Admin is under ‘Manage Roles’.  There are several Roles that Akken creates for you, however, there is NO commission amount pre-assigned.  You can use these Roles or add any others that are applicable to your business without adding commission earnings to merely track who is involved and in what capacity with each Job Order / Assignment.  This is helpful because in AkkenCloud, you can have only one record owner.</p><p>However, our intention is to add the Commission Earnings information to Roles.  Below is the list of Roles that Akken creates for you:</p><p><br></p><p><br></p><p>We will work with a Role, called Recruiting Manager and assign a commission rate to that Role, but let’s first review the buttons that appear at the top of the grid in Admin à Manage Roles:</p><p><br></p><ul><li>Display Commission Details – The options here are either enable or disable and controls whether the commission earnings amount is visible on the Job Order/Assignment.  This information, like people’s salaries, are often confidential, so it’s quite likely that you’ll choose to disable the details.</li><li>Add New Role – This will be the option we’ll use momentarily to setup our new Role and commission rate.</li><li>Activate – If a Role was no longer in use but was once again needed, you could use the Activate option to make it selectable from the Job Order/Assignment again.</li><li>Deactivate – A Role has become obsolete, but there is history tied to it, so we can’t delete it.  We can, however, deactivate it so that it no longer displays as an option in the Job Order/Assignment screen.</li></ul><p><br></p><p>Let’s click ‘Add New Role’ and assign a title or ‘Recruiting Manager’.  For the next option, ‘User Input on Commissions’, we are going to use ‘Disable’.  This option controls whether the user can enter / edit the commission rates from the Job Order/Assignment screen.  I want to maintain those rates myself and not all my users to change it.  For Commission Plan, click ‘Add New’ and enter the Effective Start Date.  This is ongoing, so I’m not going to enter an End Date.</p><p>In determining the commission earnings, you can use either a flat amount or a percentage and base that calculation on a few options, the most common being ‘Margin’, but could also be Pay Rate, Placement Fee, etc.:</p><p><br></p><p>Our Recruiting Manager Role will earn 8% of Margin.  After setting that up, be sure to save your changes.  Our Role is now ready to use.</p><p>Next, I’m going to go to CRM à Job Orders and add that Role to an existing Job Order, though it can be added to a new one as well.  In the ‘Billing Information’ section of my Job Order, I’ve identified two people with Roles – just to show that you can have more than one.  Back in Manage Roles, I disabled visibility and editability to the commission rate, so all the user can see is the role name:</p><p><br></p><p>With my Roles in place, I’m going to get a Candidate placed on the Job Order and push this through to the Back Office as an Assignment.</p><p><br></p><p>My Role information is visible on the Assignment and I can change it if necessary as part of the process of maintaining the Assignment.  I will leave mine as is and just go ahead and approve it, so my Employee can begin submitting time:</p><p>Assignment screen (looks just like Job Order screen):</p><p><br></p><p><br></p><p>With the Assignment approved, a timesheet submitted and approved and an invoice pushed to Invoice History, I can now run my commission reports.  With a Single Tier Commission structure, the report that I will use can be found under Analytics à Accounting à Customers à Invoice Based Commission Data.  Enter whatever criteria you need – invoice date range, specific customer, employee, etc. and ‘Export to Excel’.</p><p>This report doesn’t show the dollar amount for the commission owed to the Employee(s).  It does show the rate they earn, margin percentage, pay/bill rates.  <em>Please note that I’m hiding certain columns so that the columns we need to work with are near each other for screenshot purposes.</em></p><p><br></p><p>What I want to do first is figure out the dollar amount for the margin.  To do this I’m going to insert a column and add a formula of Qty (hours) x Bill Rate.  I’m going to multiply that by the Margin percentage and divide by 100:</p><p><br></p><p>Now that I have the Margin Value, I’m going to add another column that multiplies this value by the Commission Amount:</p><p><br></p><p><br></p><p>That’s all there is to Single Tier Commissions in AkkenCloud!</p><p><br></p><p><strong>Multiple Tier Commissions</strong></p><p>All of the previous steps apply to using a Multiple Tier Commission structure in AkkenCloud, so we are going to take our Recruiting Manager Role to this next level.  Just as with setting up the Roles, we need to begin in Admin.  This time we’re going to ‘Manage Commission’ and selecting ‘Setup Tiers’ from the submenu.</p><p>In Setup Tiers, the three buttons at the top of the grid function in the same way as with Roles:</p><ul><li>Add New – used to define new Commission Tiers</li><li>Activate – If a tier has been deactivated but needs to be used again, it can be activated</li><li>Deactivate – Used if a Commission Tier is no longer relevant</li></ul><p>We are going to ‘Add New’.  The Commission Level Name is ‘Recruiting Manager’.<em> Please note that it doesn’t have to be the same as the Role Name</em>.  The type can again be a percentage or dollar amount calculated on a few things such as Margin, Bill Rate, etc.  With those in place we now build the tiers:</p><p><br></p><p>Our example is a percentage of Margin and has three tiers.  When you reach the last tier, leave the maximum blank.</p><p>With the Tiers setup, the next step is to assign my tiers to each individual Employee.  For that, I’m going back to the Admin menu and selecting ‘Manage Commissions’.  In this grid, you will also have the Add New, Activate and Deactivate buttons which have the same functionality already discussed.  I’m going to ‘Add New’ and set the Commission Tier ‘Recruiting Manager’ to the Employee Jennifer Aniston:</p><p><br></p><p>The Commission Plan put in place here is unique to each Employee.  I’m using the Commission Plan Nick Name field for the Employee’s first name, and will select her full name from the next row.  I’m adding one of the Commission Tiers that I’ve setup with and choosing my Effective Start Date.  This is ongoing, so I won’t enter an End Date.</p><p><br></p><p>Now that we have our Employee associated with this Tier, let’s <strong>leave our example aside</strong> for a moment and talk, in general, about the Roles and Tiers work together.  Let’s say we have Role with a commission amount of 10% of Margin.   Let’s say that our margin for a particular invoice is $1000, then our Commission value is $100.  That’s where it ends if just using Roles.</p><p><br></p><p>However, we are now adding Tiers so what happens in that case is that $100 is put into Commission Role ‘bucket’.  The amounts defined in the Employee’s assigned Tier determine what percentage of the total amount in the ‘bucket’ they will earn.</p><p>Let’s assume this is the Employee’s first Assignment with the Company, the cumulative margin earnings for the role are $100.  This means the earnings will fall within the first tier, or 10%.  The actual earned dollar amount will be $10.</p><p>                      </p><p><strong>Back to our working example</strong>, we again need to have submitted and approved timesheets and an Invoice in Invoice History.</p><p>There are a series of reports that we can run, which include the columns for the calculations of the earned dollar amounts.  The most commonly used one is shown below, Analytics à Accounting à Customers à Invoice Commission Revenue.  Enter whatever filters are needed, by Invoice date, Employee, etc and ‘Export to Excel’.  <em>Please note that I’ve hidden columns in the screenshot below</em>.</p><p><br></p><p>With this report, Column L, shows us what the percentage is applied as defined by the Role.  That percentage is calculated against the GP in Column K.  That calculated amount is shown in Column N.  In this case, the Recruiting Manager Role bucket has $48.  Based on the assigned tier and cumulative earnings, commission will be calculated at 10%, from Column Q and the actual amount earned from this one invoice is $4.80 as in Column P.</p><p><br></p> 265999 6 4000139176 2019-03-25T09:26:50-04:00 4018930412 36 2 0 0 Adding Commission Information to a Job Order 2019-03-25T09:26:50-04:00 4018930412