Get Bamboohr Integration With Salesforce | RBN HR

In this article we’re going to be covering Bamboohr Integration With Salesforce… some of the essentials of the platform such as how to create positions how to create your profession page in addition to adding users into the account in addition we’ll also cover a few of the advanced functions and functionality that are readily available in the platform so let’s begin the view that you’re seeing on my screen is the control panel view of the platform and this is the view that all users arrive on as soon as they log in to easy depending upon who’s logging in they’re visiting info that concerns them so in my example I am dealing with all of these positions that you see in the my positions tab any new candidates that have actually obtained those positions will show up in the brand-new candidates tab if I have any upcoming conferences or if there are any jobs that are due as well as any pertinent conversations with prospects from these positions will show up in the control panel view from here among the first things that you’ll probably want to do as an admin is to click the Settings icon and go to company settings here you’ll be able to go into the manage members section to invite members into the account you can include them in either as administrators or as numbers merely by typing in their email address you’ve likewise got the alternative of enabling an employee car sign up with function which will allow users to sign up utilizing a URL that gets produced from within Breezie also supports single sign-on directly from here also the next thing that you’re going to want to do is to design the profession page do that go into your settings section recruiting choices and you’ll see a tool for profession portal style this is a very simple way to develop and release a career page straight through factor it has loads of style and customization choices consisting of the capability to place custom-made CSS and JavaScript when you’ve gone through this procedure completion product would look something like this acne page that I just pulled up

How long is breezy hr free trial? Bamboohr Integration With Salesforce

where you have the page Brandin however you like you can have some information about your organization you can upload any media that you want to have on the page and as you published tasks through breezy they’ll get listed there for candidates to be able to use this profession page also enables you to set up a staff member website this is an area which enables your existing personnel to either look for any internal positions you might have or they can submit recommendations into any of the positions that you have and those are all tracked with entries establishing the profession portal and the worker website are both done from the recruiting choices area we covered where you discover the profession portal settings in the past right listed below that you’ll see the employee portal area as well now that you have actually got your career page developed and users added into the account the next action would be to produce positions to do that you can strike the position and slash pools connect from the left-hand side and you’ll see a list view of all your positions anything with a green dot beside it signifies that it’s an active position or a pool if you have anything with a blue dot that suggests it’s in a draft State and if you’ve liquidated a position you’ll see that with a grey dot next to it clicking the dot enables you to change the status of a position or a pool directly from within this list view as well to develop a position you click the include position button in the leading right corner and it takes you through a series of areas that you need to submit action among this process includes entering in the basics of the task like the title the location the job description and so on the next step after that is to define the application itself there are a series of standard fields that you can enable

 

 

BambooHR is a leading online HR software for small and medium company that have actually outgrown utilizing manual procedures to track worker information. This offers clients more time for meaningful work because that are using BambooHR’s Candidate Tracking System (ATS) and HRIS to handle the whole worker lifecycle.

 

With BambooHR, you can: See all worker information in one area. Spend less time on time off. Control access for various kinds of users. Produce reports with just a few clicks. Get alerts. Work internationally. Integrate applications. Post Jobs. And customize tabs, tables and fields– for free.

breezy, software, job, candidates, features, plan, candidate,

or disable based on your choices that you see on my screen you’ve likewise got the capability to enhance these by inserting custom-made concerns by means of surveys questionnaires are simply a series of questions that you can develop with different response types that vary from things like text or paragraph based responses to multiple-choice as well as even video responses if you wanted to if you’re using multiple option or drop-down lists you have actually also got the capability to move candidates based upon an answer they provide a lot of companies use this as a way to screen applicants directly from the national application procedure an example would be if you produced a multiple-choice concern which states are you over the age of 80 and if a candidate answer’s no you could instantly move them into a disqualified stage of your recruiting process video interviews are likewise popular these days for certain types of functions you have the capability with these to ask text-based questions that prospects can record reactions to they can either tape a reaction for up to a minute 2 minutes or five minutes and these recordings will appear on the candidate profile once they’ve completed the application procedure when you created a concern in there they become part of a list so if you’re publishing a new position and you desire it to be utilized those questions you can simply pick from the list another thing to note is that surveys can likewise be emailed to candidates after they have actually used so many business these days tend to have a fairly brief preliminary application however as soon as someone applies they can either manually or automatically set off a survey to them to collect additional info or screen them that way pipelines are is the next step and this is where you specify what the recruiting workflow is going to appear like for this specific position in Breezy you can produce a single pipeline that you’re going to use throughout all of your positions or you can develop and create numerous pipelines and then associate the one that makes one of the most sense for the position the next step after that is to decide whether you’re going to utilize a scorecard with your particular position similar to pipelines you have actually got the capability to create and save various scorecards in the platform you can then select the one that makes the most sense for the position scorecards are something that we highly suggest especially if you want to have a. Bamboohr Integration With Salesforce