Train-the-Trainer: Recruiter Module Eli Bateman Allison Floeter

Introductions Allison Floeter, Sr. Training Consultant Eli Bateman, Project Manager 15 Years Training Experience 2.5 Years @ Avionté Allison Floeter, Sr. Training Consultant 10+ Years Training Experience 3+ Years @ Avionté

Icebreaker Name & Role Avionté Experience (years/months) Introduce yourself to someone new in the room! Name & Role Avionté Experience (years/months) Favorite/Most recently watched TV series or movie

Why Train On Aero Recruiter Module? The Aero Platform is the future of Avionté Aero Platform is mobile-first, connect anywhere, any browser, any device Automated User activity logging Faster and more effective resume parsing Boolean searching with dynamic filtering Ability to get updates & new features without needing to upgrade to a newer version of Avionté

Who Is This Session Geared Towards? Train-the-Trainer format Trainers, SME’s, Key Users Leaders who are looking for a way to implement Aero into their organization Train-the-Trainer allows you to be the expert Develop your training around your specific workflow

Need to learn about Recruiter Module Functionality? Recruiting on the Road Need to learn about Recruiter Module Functionality? Thursday @ 1:15pm & 2:15 pm Attend our session tomorrow!

Agenda Introductions Using the Train-the-Trainer Guide Planning & Materials Checklist Overview of Topics Using the PowerPoint (optional) Section Guides Knowledge Check Questions (please hold until the end)

Using the Train-the-Trainer Guide

Train-the-Trainer Tools Available on the Knowledge Base & Guidebook App Facilitator Guide Facilitator PPT Today’s PPT

Agenda Estimated Times Adjust the session times as necessary

Planning & Materials Checklist Provided as a starting point; add additional items if necessary Some items may not apply depending on your attendees needs & logistics

Overview of Topics Provided as a summary of content for each section

Using the PowerPoint Suggested Process can be followed in the Recruiter Module instead of the PowerPoint PowerPoint is provided using a training database in version 17.1 Your current system may have different configuration You may be using a different release version Process and functionality differences should be minimal in versions 17.1 and above Keep access to the Recruiter Module available

Sections Guide: Opening and Introductions Welcome participants and introduce yourself Explain housekeeping items, such as break times, restroom locations, etc. Review the agenda using Training Agenda Handout Conduct brief participant introductions or an icebreaker INTRO PREP EST TIME SLIDE LIST

Recruiter Module Speaker Name FACILITATOR SLIDE

Opening & Introductions FACILITATOR SLIDE

Avionté’s Recruiter Module Training Welcome Facilitator Introductions Housekeeping Items FACILITATOR SLIDE

Agenda Opening & Introductions Recruiter Module Overview Talent Menu & Workflow Order Menu & Workflow Company Menu & Workflow Contact Menu & Workflow Review & Knowledge Check FACILITATOR SLIDE

Icebreaker EXAMPLES Paired Sharing Ask the participants to move around the room and find someone they do not know or who they know the least of anyone else. When everyone is in pairs, the facilitator announces the topic partners can talk about, and a designated amount of time to do so. Who Is It? People write down something about themselves they think no one knows. The leader reads the slips of paper and others guess whom the person is. It is amazing to see the things some people reveal about themselves. Two Truths and a Lie Have participants say three things about themselves. Two should be true and one should be a lie. Have participants guess which response was a lie and give their reasoning. FACILITATOR SLIDE

Sections Guide: Recruiter Module Overview Review how to set/update Web Logins Review Basic Overview & Layout Demonstrate & review Search Functionality

Recruiter Module Overview FACILITATOR SLIDE

Recruiter Module Access: Web Login FACILITATOR SLIDE

Recruiter Module Access: Web Login FACILITATOR SLIDE

Basic Overview & Layout FACILITATOR SLIDE

Main Tabs FACILITATOR SLIDE

Jump Button FACILITATOR SLIDE

Action Buttons FACILITATOR SLIDE

Help Buttons FACILITATOR SLIDE

Search Field Search Filters FACILITATOR SLIDE

Card Panel QuickView Panel FACILITATOR SLIDE

Search Functionality FACILITATOR SLIDE

Search Field FACILITATOR SLIDE

Search Results FACILITATOR SLIDE

Relevancy Indicators FACILITATOR SLIDE

New Search FACILITATOR SLIDE

Search Filters FACILITATOR SLIDE

Saving Searches FACILITATOR SLIDE

Saving Searches FACILITATOR SLIDE

Saving Searches FACILITATOR SLIDE

Search Tips FACILITATOR SLIDE

Search Tips FACILITATOR SLIDE

Boolean Searching AND – OR - NOT FACILITATOR SLIDE

Searching Fields FACILITATOR SLIDE

Recruiter Module Overview Hands-On Challenge: Practice using Search by conducting a search for a talent record Save the search

Sections Guide: Talent Menu & Workflow Review the Talent Card elements & QuickView Items Demonstrate how to add new Talent Records Review what items are included on the Talent Record

Talent Menu & Workflow FACILITATOR SLIDE

Talent Card Overview FACILITATOR SLIDE

Talent Name & Occupation FACILITATOR SLIDE

Talent Status FACILITATOR SLIDE

Actions FACILITATOR SLIDE

Select (checkbox) FACILITATOR SLIDE

QuickLinks FACILITATOR SLIDE

Talent Summary FACILITATOR SLIDE

QuickViews FACILITATOR SLIDE

Adding Talent FACILITATOR SLIDE

Adding Talent FACILITATOR SLIDE

Adding Talent FACILITATOR SLIDE

Adding Talent FACILITATOR SLIDE

Talent Profile FACILITATOR SLIDE

Talent Menu Review Hands-On Challenge: Add a new Talent Record Update the new Talent Record’s Status to Active FACILITATOR SLIDE

Sections Guide: Order Menu & Workflow Review how to create a new DH order Review what info is contained on the order record Review the Candidate Management process including auto match Show how to place a candidate to the order 

Order Menu & Workflow FACILITATOR SLIDE

New Order (Direct Hire) FACILITATOR SLIDE

New Order (Direct Hire) FACILITATOR SLIDE

Order Record (Direct Hire)

Order Summary FACILITATOR SLIDE

Job Description FACILITATOR SLIDE

Qualifications FACILITATOR SLIDE

Candidate Management FACILITATOR SLIDE

Auto-Match FACILITATOR SLIDE

Adding Candidates FACILITATOR SLIDE

C-Status FACILITATOR SLIDE

Placing Candidates FACILITATOR SLIDE

Placing Candidates FACILITATOR SLIDE

Order Progress Dashboard FACILITATOR SLIDE

Order Placement Info FACILITATOR SLIDE

Order Menu Review Hands-On Challenge: Add a new Order Update the Order’s Qualifications Run an Auto Match & add at least 3 individuals to the Candidate list FACILITATOR SLIDE

Sections Guide: Company Menu & Workflow Review Company record details Review which info can be updated from the Recruiter module versus the Core Application Update the Hands-on challenge to reflect a practical workflow item

Company Menu & Workflow FACILITATOR SLIDE

Company FACILITATOR SLIDE

QuickLinks FACILITATOR SLIDE

Summary FACILITATOR SLIDE

QuickViews FACILITATOR SLIDE

General Info FACILITATOR SLIDE

Contacts FACILITATOR SLIDE

Orders FACILITATOR SLIDE

Messages FACILITATOR SLIDE

Additional Info FACILITATOR SLIDE

Company Menu Review Hands-On Challenge: Search for an existing Company and log a new message

Sections Guide: Contact Menu & Workflow Review the contact record & info included Demonstrate the process of adding a new contact record

Contact Menu & Workflow FACILITATOR SLIDE

Contact FACILITATOR SLIDE

QuickLinks FACILITATOR SLIDE

Summary FACILITATOR SLIDE

QuickViews FACILITATOR SLIDE

Additional Info FACILITATOR SLIDE

New Contact FACILITATOR SLIDE

New Contact FACILITATOR SLIDE

New Contact FACILITATOR SLIDE

Contact Menu Review Hands-On Challenge: Add a new Contact to an existing Company Update the Contact’s Summary

Sections Guide: Review & Knowledge Check Review the Recruiter Module Key Concepts Ask participants for any outstanding questions or if they would like to review any content Provide each participant with a copy of the Knowledge Check to complete

Knowledge Check Written knowledge check & answer key is provided Can replace with hands-on practice/observation

Your Next Steps Are you on 17.1? If not, submit a ticket for your upgrade. Contact your SAE for more info! Review the Facilitator guide Determine which users need training Schedule a training session Training groups of 8-10 people at a time is recommended Practice, Practice, Practice!

Questions