In this article we’re going to be covering Bamboohr Salesforce Integration… a few of the fundamentals of the platform such as how to produce positions how to create your profession page along with including users into the account in addition we’ll also cover some of the more advanced features and functionality that are readily available in the platform so let’s begin the view that you’re seeing on my screen is the dashboard view of the platform and this is the view that all users arrive at as soon as they log in to simple depending on who’s visiting they’re going to see details that concerns them so in my example I am dealing with all of these positions that you see in the my positions tab any brand-new candidates that have gotten those positions will appear in the new prospects tab if I have any upcoming conferences or if there are any jobs that are due in addition to any relevant discussions with prospects from these positions will show up in the dashboard view from here among the first things that you’ll most likely wish to do as an admin is to click the Settings icon and go to business settings here you’ll have the ability to enter into the manage members area to invite members into the account you can add them in either as administrators or as numbers just by typing in their e-mail address you’ve likewise got the option of enabling a staff member car sign up with function which will permit users to register utilizing a URL that gets generated from within Breezie likewise supports single sign-on straight from here as well the next thing that you’re going to want to do is to create the profession page do that go into your settings area recruiting choices and you’ll see a tool for profession portal design this is a really easy method to develop and publish a career page directly through factor it has loads of style and customization choices consisting of the capability to insert customized CSS and JavaScript once you have actually gone through this procedure completion item would look something like this acne page that I simply brought up
How long is breezy hr free trial? Bamboohr Salesforce Integration
where you have the page Brandin nevertheless you like you can have some info about your company you can publish any media that you would like to have on the page and as you published tasks through breezy they’ll get listed there for prospects to be able to use this profession page also allows you to establish an employee website this is a section which permits your existing staff to either get any internal positions you may have or they can send referrals into any of the positions that you have and those are all tracked with entries setting up the profession website and the worker portal are both done from the recruiting preferences area we covered where you discover the profession portal settings previously right listed below that you’ll see the staff member portal area too now that you have actually got your career page designed and users included into the account the next step would be to develop positions to do that you can strike the position and slash swimming pools link from the left-hand side and you’ll see a list view of all your positions anything with a green dot next to it represents that it’s an active position or a swimming pool if you have anything with a blue dot that suggests it’s in a draft State and if you have actually closed out a position you’ll see that with a grey dot beside it clicking the dot enables you to alter the status of a pool or a position directly from within this list view as well to produce a position you click the include position button in the top right corner and it takes you through a series of sections that you need to complete action among this process includes entering in the fundamentals of the task like the title the area the task description and so on the next action 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 processes to track worker information. This gives customers more time for meaningful work because that are using BambooHR’s Applicant Tracking System (ATS) and HRIS to handle the whole employee lifecycle.
With BambooHR, you can: See all worker information in one location. Control access for different types of users. Get informs.
breezy, software, job, candidates, features, plan, candidate,
or disable based on your choices that you see on my screen you’ve likewise got the ability to enhance these by placing customized concerns through questionnaires questionnaires are simply a series of questions that you can develop with various reaction types that range from things like text or paragraph based reactions to multiple-choice along with even video reactions if you wanted to if you’re using numerous choice or drop-down lists you have actually also got the ability to move prospects based on a response they supply a lot of companies use this as a way to screen candidates straight from the nationwide 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 response’s no you could automatically move them into a disqualified phase of your recruiting process video interviews are likewise popular nowadays for certain types of roles you have the capability with these to ask text-based questions that prospects can record responses to they can either record a response for as much as a minute 2 minutes or 5 minutes and these recordings will appear on the candidate profile once they have actually completed the application procedure when you developed a concern in there they enter into a list so if you’re releasing a brand-new position and you want it to be utilized those questions you can just select from the list another thing to note is that surveys can also be emailed to candidates after they have applied a lot of companies these days tend to have a fairly brief preliminary application but as quickly as somebody uses they can either by hand or immediately activate a questionnaire to them to gather extra details or screen them that way pipelines are is the next action and this is where you define 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 across all of your positions or you can construct and develop multiple pipelines and after that associate the one that makes one of the most sense for the position the next action after that is to choose whether you’re going to utilize a scorecard with your particular position similar to pipelines you’ve got the ability to create and conserve various scorecards in the platform you can then choose the one that makes the most sense for the position scorecards are something that we highly suggest specifically if you wish to have a. Bamboohr Salesforce Integration