PeopleSource Recruitment - Presentation

Your virtual recruitment desk
Background (who we are)
• Formed in 2003
• Focus
– Improving business processes, increasing efficiencies and
reducing costs
– Properly managed use of Information Technology
• Microsoft Partner
– Multiple competencies including Software Development &
Web Development
• BEE Certified
Clients (past and present)
Introduction
(recruitment industry)
• Candidates looking for the best job
• Clients trying to find the cream of the crop
• Recruiters trying to find the right people for the right job
• Long been a tedious task involving:
– Large amounts of filing
– Phone calls
– Good memory
Clients
Candidates
Recruiters
Jobs
Introduction
(aim and benefits)
• Aim is to source the people you or your clients are looking for
• This is achieved by creating a virtual recruitment desk allowing
for quick and easy recruitment management.
• Benefits
– Centralized storage of information
– Automation of time consuming tasks
– Standardized system and process for all users
– Promotes Sharing and Collaboration
– Improved Customer Relationship Management
Technology
(PeopleSource Recruitment, a smart client)
• PeopleSource Recruitment has all of these
characteristics…
– Connects to a central data store via the internet
– Queries CV databases
– Offline capable - Synchronisation of information
– Automated installation of updates
Technology
(PeopleSource Recruitment, a smart client)
• Synchronisation
Technology
(system requirements)
• Windows XP/Vista/7
– Latest Service Packs
• Office 2003/2007/2010
– Recommended for better integration
• Hardware
– 2-gigahertz (GHz) or faster processor
– 2 GB or more RAM
– 1024 x 768 or higher resolution
– Requirements will vary according to database size.
Technology
(internet requirements)
• Recommended :
– Broadband (ADSL, 3G etc)
• Supported:
– Dial-up/GPRS/EDGE
• As PeopleSource Recruitment has offline capability, if no
internet is needed, it runs just as well
The Application
(main features)
• Intuitive: Easy to use. Friendly, familiar interfaces
• Integration: Office, your website etc
• Online\Offline: Work wherever and whenever
• Import\Export : Various sources and formats supported
• Search: Find what you need quickly and easily
• Reporting: Built in and custom reporting
The Application (interface screenshots)
Command bar
Content
Area
Sidebar
Summary
The Application
(system entities)
• 6 Distinct System Entities
– Contacts
– Candidates
– Clients
– Positions
– Temporary Employees
– Users/Recruiters
Features
(command bar)
• Consists of:
– Desktop
– Contacts
– Candidates
– Clients
– Positions
– Calendar
– Reports
– Synchronise
– Help
Features (sidebar)
• Consists of:
– Desktop shortcut
– Personal contacts
– Favourites
– Saved lists
– Import Queue
– Domain level
• Domain level admin area
– User list
• Organisational unit level
– Admin area
– Calendar
– Reports
– Contacts
– Candidates
– Clients
– Positions
Features
(microsoft outlook & word integration)
• Outlook Add-In runs alongside the main PeopleSource
Recruitment application:
– Importing of information from emails
• Automatic importing of email correspondence
• Ability to import and create entities from emails and
attachments
• Importing of information from Microsoft Word (and other)
documents
• Multiple Importing Methods
– From specified templates
– Active document tagging
Features
(importing and exporting)
• Import information from emails and documents (txt, pdf etc)
• Template based importing and exporting - Fields completed
automatically
• Import and Export information for all entities
Features
(import external information directly into the database)
Document
Contents
Outlook
Emails/Attachments
Automated
entry of
fields
Features
(website integration)
• Companies with existing websites - ability to integrate with
existing company websites
• Companies without existing websites - option to customise
PeopleSource Recruitment Express web application to match
your company’s look, feel and company processes.
PSRE - PeopleSource Recruitment Express
(website integration – your own job board!)
• Web based system
• Candidate Registration
– CV Building and Submission
• Client Registration
• Search Functionality
– Positions
– Candidates
• Temporary Staff Login
– Timesheet entry & Printing
• Fully integrated with PeopleSource Recruitment (PSR)
– Bi-directional synchronization of data between
PSR and PSRE
Common Functions
(activities)
• Activities relating to Candidates, Clients, Contacts, Positions
and Temporary Employees are stored in the Activities tab.
• The activities stored integrate seamlessly with PeopleSource
Recruitment’s Outlook style calendar.
• File all correspondence, appointments and related tasks with
an entity
Common Functions
(activities - screenshots)
Schedule
Common Functions
(search functionality)
• Searching functionality is available on the following system
entity types:
– Contacts
– Candidates
– Clients
– Positions
– Temporary Employees
• Basic Search
– Simple search on relevant fields
• Advanced Search
– Allows compilation of exact search criteria
Common Functions
(basic search)
Common Functions
(advanced search)
Common Functions
(documents tab - overview)
• The documents tab holds all related documentation
associated with the entity
• These may be any type of files or documents, such as PDF
documents, Microsoft Excel files, Microsoft Word documents,
images or emails
• Documents have a check out/check in function to better
facilitate sharing and updating among systems users
Common Functions
(documents tab – screenshots)
Common Functions
(user defined fields tab - overview)
• User defined fields allow you to add information to an entity
that is not already catered for
• Typed of User Defined Fields
– Textbox (General text)
– Checkbox (Yes/No)
– Dropdown Lists (Predefined list)
– Combo Box (Similar to a dropdown list, but allows user to
enter text not in the list)
• Set up in the Administrator Area
Common Functions
(user defined fields tab – screenshots)
Common Functions
(ownership tab - overview)
• System entities are assigned owners
• An owner is the user responsible for that record
• An entity can have more than one owner
• Ownership is assigned to the user who first creates an entity
• Only users who have ownership or an administrator can assign
ownership to others.
Common Functions
(ownership tab – screenshots)
Common Functions
(History tab – overview)
• The following entities are able to track their history assigned
to them:
– Contacts
– Candidates
– Clients
– Positions
– Temporary Employees
• The History tabs tracks information such as the time and date
when a change was made, the user and the action.
Common Functions
(History tab – overview)
Common Functions
(permission management - overview)
• Each entity work area can have permissions set for each user
of the system
• The following permissions can be assigned to a user:
– Read
– Add
– Modify
– Delete
• To setup permissions, right-click on a chosen work area and
select Manage Permissions.
Common Functions
(permission management )
Features
(other features)
• Spell checking in text areas
• Colour coded entity status settings
Spell Check
Contact Section
(overview)
• Contacts can be stored in the personal or organisational unit level.
• The organisational unit level client area allows users to share company
contacts
General
Name
ID No
Job title
Company
Phone numbers
Addresses
Email
Webpage
IM address
General notes
Details
Department
Office
Profession
Manager’s name
Assistant’s name
Nickname
Title
Suffix
Spouse’s name
Birthday
Anniversary
Drivers License
Ethnicity
Gender
Documents
User defined fields
Activities
History
Attach unlimited
documents
Calendar
appointments,
tasks and emails
with attachments
are saved in the
activities tab
Create custom fields for nonstandard information
A history of the
changes with
date/time displayed
in this tab
Ownership
Define who has
access to this
record
Contact Section
(screenshots)
Candidate Section
General
Name
ID No
Job title
Company
Phone numbers
Addresses
Email
Webpage
IM address
General notes
Activities
Calendar
appointments,
tasks and emails
with attachments
are saved in the
activities tab
Details
Department
Office
Profession
Manager’s name
Assistant’s name
Nickname
Title
Suffix
Spouse’s name
Birthday
Anniversary
Drivers License
Ethnicity
Gender
(overview)
Documents
Attach unlimited
documents
User defined fields
Create custom fields for nonstandard information
Profiles
Education (tertiary, secondary)
Training
Skills
Languages
References
Employment History
Preferred position
Information pertaining to the
candidates ideal position is
stored here
Ownership
Define who has
access to this
record
Applications & placements
Assign a candidate to any position on the
system, recording application status
History
A history of the
changes with
date/time displayed
in this tab
Candidate Section
(screenshots)
Candidate Section
(profiles)
• The profiles tab contains information regarding the candidates
education, training, skills, languages, employment history and
references
Candidate Section (position applications)
• Assign a candidate to positions on the system
• Set status to:
– CV Submitted, Interview Scheduled, Application Cancelled,
Successful, Regret, Placement Cancelled
Client Section
General
Name
Industry
Description
Addresses
Status
Referred by
Webpage
Details
(overview)
Fee percentage
Flat fee
Date established
Currency
Date expiry
Terms
Guarantee info
Documents
Attach unlimited
documents
Activities
Calendar
appointments,
tasks and emails
with attachments
are saved in the
activities tab
User defined fields
Create custom fields for nonstandard information
Ownership
Define who has
access to this
record
Contacts
Positions
History
Terms & Conditions
Add to a list of
contacts associated
with the client
A history of the
changes with
date/time displayed
in this tab
Add to a list of positions
associated with the client
Fee percentages, guarantee
information and terms per
client are stored here
Client Section
(screenshots)
Positions Section (overview)
General
Position Title
Position Type
Industry
Start date - End date
Position Description
Responsibilities
Achievements/Awards
Address
Remuneration frequency
Structure
Amount & Currency
Bracket
Benefits
Notes
Status
Documents
User defined fields
Activities
Applications & Placements
Attach unlimited
documents
Calendar
appointments,
tasks and emails
with attachments
are saved in the
activities tab
Create custom fields for nonstandard information
Ownership
Define who has
access to this
record
View all applications made for a position
including their current status
History
A history of the changes with date/time
displayed in this tab
Position Section
(screenshots)
Temporary Employee (overview)
General
Name
ID No
Job title
Company
Phone numbers
Addresses
Email
Webpage
IM address
General notes
History
A history of the
changes with
date/time displayed
in this tab
Details
Department
Office
Profession
Manager’s name
Assistant’s name
Nickname
Title
Suffix
Spouse’s name
Birthday
Anniversary
Activities
Calendar
appointments,
tasks and emails
with attachments
are saved in the
activities tab
Documents
Attach unlimited
documents
User defined fields
Create custom fields for nonstandard information
Profiles
Education (tertiary, secondary)
Training
Skills
Languages
References
Preferred position
Information pertaining to the
candidates ideal position is
stored here
Ownership
Define who has
access to this
record
Applications & placements
Assign a candidate to any position on the
system, recording application status
Timesheets
Add, modify and delete the timesheets
for this employee
Temporary Employee (screenshots)
Calendar Section (overview)
• Displays all scheduled tasks and activities
• Day, week and month views
• Drag and drop functionality
• Filter appointments by clients/candidates/positions/contacts
• Display only your own appointments
Calendar Section (screenshot)
Reporting (overview)
• In-depth reporting functionality
• Large library of built in reports
– Printing, exporting, zooming and searching
– Can be exported as a PDF document, Microsoft Excel file,
and a Microsoft Word document
• Custom Reporting – Business Intelligence
– Create your own reports
Reporting (screenshots)
Administrator Area (overview)
• Administration is handled at domain level and organizational
unit level and can be found in the sidebar
• The following functions are performed in the administrator
area:
– System user management
– User defined fields setup and maintenance
On-going Development
• The following features are under development:
–
–
–
–
–
–
Enhanced Searching
Improved Reporting
Automated Matching
Bulk email and SMS
Integration with Job Boards (PNET, Career Junction etc)
Mobile Device Functionality
• PSR vNext: Fully Web Based Version
Conclusion
• PeopleSource Recruitment can help you:
–
–
–
–
Improve Efficiency
Reduce Costs
Deliver More to your clients
Make more Placements