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In this article we’re going to be covering Capterra Bamboohr… a few of the essentials of the platform such as how to produce positions how to design your profession page in addition to including users into the account in addition we’ll also cover some of the more advanced functions and performance that are offered in the platform so let’s start 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 on as soon as they log in to simple depending upon who’s logging in they’re visiting info that’s pertinent to them so in my example I am working on all of these positions that you see in the my positions tab any brand-new candidates that have made an application for those positions will show up in the new candidates tab if I have any upcoming meetings or if there are any jobs that are due along with any relevant discussions with prospects from these positions will show up in the control panel 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 company settings here you’ll be able to enter into the handle members area to welcome members into the account you can add them in either as administrators or as numbers merely by typing in their e-mail address you have actually also got the choice of making it possible for a staff member auto join feature which will permit users to sign up utilizing a URL that gets generated from within Breezie also supports single sign-on straight from here as well the next thing that you’re going to wish to do is to create the career page do that enter into your settings section recruiting preferences and you’ll see a tool for profession portal design this is a really easy method to build up and release a career page straight through factor it has loads of design and modification alternatives including the ability to place custom-made CSS and JavaScript once you have actually gone through this process completion product would look something like this acne page that I just pulled up

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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 released jobs through breezy they’ll get noted there for prospects to be able to use this career page likewise permits you to set up a worker website this is a section which enables your existing personnel to either obtain any internal positions you might have or they can submit referrals into any of the positions that you have and those are all tracked with entries establishing the profession website and the worker website are both done from the recruiting choices area we covered where you find the career portal settings in the past right below that you’ll see the worker portal area as well now that you have actually got your career page designed 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 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 symbolizes that it’s an active position or a pool if you have anything with a blue dot that implies 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 permits you to alter the status of a swimming pool or a position straight from within this list consider as well to develop 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 one of this process involves entering in the fundamentals of the job like the title the area the task description etc the next step after that is to specify the application itself there are a series of standard fields that you can make it possible for

 

 

BambooHR is a leading online HR software for medium and little business that have actually outgrown utilizing manual processes to track employee information. This offers clients more time for meaningful work because that are using BambooHR’s Candidate Tracking System (ATS) and HRIS to manage the whole staff member lifecycle.

 

With BambooHR, you can: See all worker info in one location. Invest less time on time off. Control gain access to for different kinds of users. Produce reports with just a couple of clicks. Get alerts. Work internationally. Integrate applications. Post Jobs. And tailor tables, tabs and fields– free of charge.

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or disable based upon your preferences that you see on my screen you have actually also got the ability to augment these by inserting custom questions through questionnaires surveys are just a series of questions that you can develop with various response types that range from things like text or paragraph based actions to multiple-choice in addition to even video responses if you wanted to if you’re utilizing multiple choice or drop-down lists you’ve likewise got the ability to move prospects based upon an answer they offer many business utilize 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 says are you over the age of 80 and if a prospect answer’s no you might automatically move them into a disqualified stage of your recruiting procedure video interviews are also preferred nowadays for certain kinds of functions you have the capability with these to ask text-based concerns that prospects can record responses to they can either tape-record a reaction for as much as a minute 2 minutes or 5 minutes and these recordings will show up on the candidate profile once they have actually completed the application procedure when you created a question in there they enter into a list so if you’re publishing a new position and you desire it to be utilized those concerns you can simply pick from the list another thing to note is that surveys can also be emailed to candidates after they have actually applied many companies nowadays tend to have a fairly short initial application but as quickly as someone applies they can either manually or automatically trigger a questionnaire 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 particular position in Breezy you can create a single pipeline that you’re going to utilize across all of your positions or you can construct 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 specific position comparable to pipelines you have actually got the capability to create and save many scorecards in the platform you can then pick the one that makes the most sense for the position scorecards are something that we highly recommend particularly if you wish to have a. Capterra Bamboohr