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Www.palustris.co.uk Mail Merge Introduction to the Main Screen Candidate Registration Finding the Right Candidates Event Programmer Recruitment Process.

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Presentation on theme: "Www.palustris.co.uk Mail Merge Introduction to the Main Screen Candidate Registration Finding the Right Candidates Event Programmer Recruitment Process."— Presentation transcript:

1 Mail Merge Introduction to the Main Screen Candidate Registration Finding the Right Candidates Event Programmer Recruitment Process Other Screen Shot Samples Vacancies and Search Profiling This quick demonstration highlights just some of the features offered by Palustris

2 Choose what you would like to see e.g. Vacancies… The main screen puts your data at your fingertips.

3 Click to see Candidates The data you choose is presented immediately in a grid.

4 Click here to sort columns You can choose how to organise this data – including your own User Defined Fields – and the application will remember your preferences You can choose to display User Defined Fields

5 Drag columns for Group by functionality Columns can be moved, sorted, grouped and resized

6 The data is presented in a style that is probably already familiar to you!

7 Type part of the Candidates Name … With a Quick Find and Advanced Find, you can always find what you are looking for … filter thousands of records in an instant!

8 … to see all Candidates matching Cha With a Quick Find and Advanced Find, you can always find what you are looking for … filter thousands of records in an instant!

9 Mail Merge Functionality

10 Mail Merge – Sending a template E mail/Letter takes just a few clicks Right Click on Single or Multiple Candidates (or Contacts)...and choose Mail Merge Choose a Template that youve already prepared Choose to send as either a document or an E mail

11 Merged Data Mail Merge – Review the merged letter in MS Word Standard Data

12 Choose Template Manager from the Administration Menu Mail Merge – Preparing Mail Merge Templates is just as easy

13 Double Click on a Template to maintain it Mail Merge – Add as many templates you need

14 Merge any of the available fields into your document … Mail Merge – Merging fields requires just a double-click …and compose your letter

15 Adding New Candidates (using Drag & Drop) Auto-skilling CVs Parsing of CVs

16 Adding a New Candidate using drag and drop Drag a CV from an E mail or folder and drop it onto the application

17 The Add Screen is called automatically! The Parsing Module extracts personal information from CV If you are using our Parsing module, the Candidate details are filled in automatically (otherwise you can paste them in) If you are using our Parsing module, the Candidate details are filled in automatically (otherwise you can paste them in) The grid displays potential duplicates should they exist

18 Only the data marked with * must be entered at this stage Save the data and close the screen (Word will now present the skilled CV)

19 Use MS Word to review the skills found Review the skills using these buttons

20 Use MS Word to review the skills found Delete Skills found out of context These skills were pre- registered on the system by you Close the document to import the remaining skills

21 Now we can see what the system has done for us

22 Use the tree view to navigate directly to what you want to see Click here to see his CV

23 Use the Documents Screen to manage any Candidate documents The document has been automatically associated with the Candidate, renamed using your preferred naming conventions and stored in your preferred folder Double click to open and review Attach Additional Documents e.g. the processed CV

24 Use the tree view to navigate directly to what you want to see Click here to add more details

25 Enter what information you need for the Candidate Contact Data

26 Enter what information you need for the Candidate Personal Data etc. Click here to review his Skills

27 Use the tree view to navigate directly to what you want to see …or click here to review his Skills

28 The screen is designed to help you quickly enter the required data Shows which ones were auto skilled Add more from your predefined list … or click here for more information on the Position Sought Fine Tune the skills if required …

29 The more information you enter, the better the match returned from the search engine will be! Additional positions can be inserted Or click here to add preferences e.g. locations

30 The more information you enter, the better the match returned from the search engine will be! Candidates distance preferences can be maintained with our Radial Searching Module

31 CV Parsing Module allows for the bulk import of candidates Simply tell Palustris where to find the CVs to import

32 Adding a Vacancy and profiling The Search

33 Quickly add a Vacancy with the Vacancy Wizard Enter vacancy information as appropriate Then choose Save & View to go straight to the main vacancy suite

34 Enter general information for the Vacancy Add further information as required, or click here to set up the Vacancy Search Profile

35 Enter general information such as when the vacancy needs to be filled by and….. …the salary being offered … and then set any special conditions All the Vacancy search parameters are located on one screen making it quick and easy to set up Use the Location tab to tell the system where the vacancy is Use the skill picker to select those of interest …

36 Use multiple locations for regional coverage … A hyperlink to a map will be generated for you … or choose from a list of Client Sites Now choose the location and you are all set to search for suitable Candidates

37 Finding the right Candidates for a Vacancy

38 Finding and Short-listing Candidates for a Vacancy Select the Candidate Search option Right Click the Vacancy of Interest

39 The Profile screen may be used to weight / filter chosen criteria Click here to start the Quick Search … … using Quick Searches limited parameter set Or here for a full search using all available parameters Use an existing search template or create a new one for future use Radial Searching Module provides additional distance searching

40 Spend as much time as you need to get the right results Results are initially sorted in order of overall suitability Each criteria is scored separately Click to view the data used in the match

41 You can quickly and easily investigate the results in detail Use these tabs to view other criteria

42 This screen is used to analyse the results of the search Vacancy and Candidate details are compared and radial searching allows for additional distance calculations

43 Add the Candidates to the Review, Exclusion and Shortlists as appropriate Shortlist Candidates for the selected Vacancy or add them to a list for revision later

44 Add the Candidates to the Review, Exclusion and Shortlists as appropriate

45 Spend as much time as you need to get the right results Access to more information is just a click away

46 Check a Candidates interest via … …or check their requirements in depth … …and compare them with those for the Vacancy Spend as much time as you need to get the right results

47 Shortlisted Candidates appear under the Vacancy Further information is still just a click away View the List of Candidates already Shortlisted Now lets take a look at what has happened on the main screen

48 Records are updated automatically and everything is kept in sync The Vacancy now has a Status of Shortlisted Click here to progress the Candidate further on a Vacancy

49 The Recruitment Process

50 The Recruitment Process is controlled by tracking Candidates status against one or more Vacancies This shows the Candidates status in relation to this Vacancy Right Click to choose your next option…

51 …record the Candidates progress…..e.g. The Candidates CV has been sent to the Client

52 The status changes here …record the Candidates progress… Click on notes to see the entire history of whats happened to the Vacancy

53 …and see what is happening and what has happened to the Vacancy

54 Records are updated automatically and everything is kept in sync Now lets change the Status to Interviewed Select Interviewed

55 Records are updated automatically and everything is kept in sync Status now shows as Interviewed here …

56 Records are updated automatically and everything is kept in sync … and here on the main grid

57 The Event Programmer

58 The Event Programmer programs the application to automatically perform tasks when predefined business events occur Choose Event Programmer from the Administration menu

59 The Event Programmer programs the application to automatically perform tasks when predefined business events occur Choose what type of Event you wish to program Choose what the system must generate when these events occur Fill in the Subject (and body if sending an ) Fill in the Subject (and body if sending an ) Choose an attachment for s Automatically log the communication (Event Logging)

60 To see the previous task in use, we can set a status to Awaiting Interview Every time a Candidates status is set to Awaiting Interview, the Event Programmer generates the you programmed

61 Other Screen Shot Samples

62 Palustris Full-Text Searching Saved queries Use full fuzzy queries Click on a result to open the document Shows if the owner of the document is already registered in Palustris Define search scopes Returned CVs can be previewed in another window

63 Palustris Candidate Ad-hoc Searching Saved queries Text search on CVs Group ANDs and ORs Radial Searching Module provides additional distance searching

64 Download Candidates from Web Download Candidate and CVs View Data Handle Duplicates Add to database with click of button

65 Reporting – Potential Revenue Available Reports You may choose what should appear in the report Reports can be exported to Excel for further manipulation Filter reports on chosen data

66 Reporting – Vacancies Lost at Status

67 Event Calendar – Showing current Consultants Events (Diary)

68 Tasks Calendar – Showing current Consultants tasks

69 Security Screen showing all options available to an Administrator

70 Palustris Map (taken from online help) Shows logical overview of the system

71 Other features not presented Automatic Web publishing of chosen Vacancies Outlook integration – import and export candidates or client contacts User Defined Fields – define your own fields in the application Advertising Management with performance statistics Prospective searching – search Clients likely or historic requirements when theres no current vacancy Full management of own static data (dropdown lists, skills etc) Fee rates hierarchy – Company -> Client -> Vacancy Currency management Automatic logging of sent s Document management for Clients, Vacancies and Candidates And finally!

72 Phone us on: +44 (0) Fax us on: +44 (0) The End For more information please visit our website atwww.palustris.co.uk For sales and general enquiries you can contact us as follows: Sales : Support : Write to us at: Jarrett & Lam Consulting The Laurals 75 Reigate Road Hookwood, Horley Surrey RH6 0HL Where we are: Map to J&L


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