Get Breezy Hr Integration With Salesforce | RBN HR

In this article we’re going to be covering Breezy Hr Integration With Salesforce… some of the fundamentals of the platform such as how to develop positions how to design your profession page along with adding users into the account in addition we’ll likewise cover a few of the advanced features and performance 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 land on as soon as they visit to easy depending upon who’s visiting they’re visiting details that concerns them so in my example I am working on all of these positions that you see in the my positions tab any new prospects that have requested 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 along with any appropriate discussions with prospects from these positions will appear in the control panel view from here one of 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 handle members section to invite members into the account you can include them in either as administrators or as numbers just by typing in their email address you’ve also got the choice of allowing a staff member vehicle sign up with feature which will permit users to register using a URL that gets created from within Breezie also supports single sign-on directly from here also the next thing that you’re going to wish to do is to develop the profession page do that enter into your settings section recruiting preferences and you’ll see a tool for profession portal design this is an extremely basic way to develop and release a career page directly through reason it has loads of design and modification alternatives including the ability to place custom CSS and JavaScript once you’ve gone through this procedure completion product would look something like this acne page that I simply pulled up

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where you have the page Brandin nevertheless you like you can have some details about your organization you can submit any media that you would like to have on the page and as you published jobs through breezy they’ll get listed there for prospects to be able to use this profession page likewise enables you to establish a worker website this is an area which enables your existing staff to either look for any internal positions you may have or they can submit referrals into any of the positions that you have and those are all tracked with entries establishing the career portal and the staff member portal are both done from the recruiting choices area we covered where you find the profession portal settings previously right listed below that you’ll see the worker portal area as well now that you’ve got your profession 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 symbolizes that it’s an active position or a pool if you have anything with a blue dot that indicates it remains in a draft State and if you have actually liquidated a position you’ll see that with a grey dot beside it clicking the dot permits you to change the status of a pool or a position directly from within this list consider as well to produce a position you click the include position button in the leading right corner and it takes you through a series of sections that you need to complete step one of this procedure includes entering in the essentials of the job like the title the area the job description etc the next action after that is to specify the application itself there are a series of standard fields that you can allow

 

 

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or disable based on your preferences that you see on my screen you’ve likewise got the capability to enhance these by inserting custom concerns by means of questionnaires surveys are just a series of concerns that you can create with various response types that vary from things like text or paragraph based responses to multiple-choice along with even video actions if you wished to if you’re using several choice or drop-down lists you have actually likewise got the ability to move candidates based on a response they supply a lot of business utilize this as a method to screen applicants straight from the national application procedure an example would be if you created a multiple-choice concern which says are you over the age of 80 and if a candidate answer’s no you might immediately move them into a disqualified phase of your recruiting procedure video interviews are also preferred these days for certain kinds of functions you have the capability with these to ask text-based concerns that prospects can tape responses to they can either tape an action for as much as a minute two minutes or five minutes and these recordings will show up on the candidate profile once they’ve completed the application process when you produced a question in there they become part of a list so if you’re releasing a new position and you desire it to be used those questions you can just pick from the list another thing to note is that questionnaires can likewise be emailed to prospects after they have used numerous companies these days tend to have a fairly brief preliminary application however as soon as someone applies they can either manually or instantly trigger a questionnaire to them to gather additional information 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 particular position in Breezy you can create a single pipeline that you’re going to utilize 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 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 many 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 specifically if you want to have a. Breezy Hr Integration With Salesforce