In this article we’re going to be covering Okta Breezy Hr… some of the essentials of the platform such as how to produce positions how to create your profession page along with adding users into the account in addition we’ll likewise cover a few of the advanced features and functionality that are readily available in the platform so let’s get started 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 visiting they’re visiting information 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 prospects that have obtained those positions will show up in the brand-new prospects tab if I have any upcoming meetings or if there are any jobs that are due in addition to any relevant conversations with prospects from these positions will show up in the control panel view from here one of 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 be able to enter into the manage members section to invite members into the account you can include them in either as administrators or as numbers simply by typing in their e-mail address you’ve likewise got the option of allowing a worker auto join feature which will allow users to sign up utilizing a URL that gets produced 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 section recruiting choices and you’ll see a tool for profession portal design this is a really simple way to build up and publish a profession page straight through reason it has loads of style and customization choices including the ability to place custom-made CSS and JavaScript when you’ve gone through this process the end product would look something like this acne page that I just 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 upload any media that you wish to have on the page and as you released jobs through breezy they’ll get listed there for prospects to be able to apply this profession page also allows you to establish a worker website this is an area which enables your existing staff to either get 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 setting up the profession portal and the worker website are both done from the recruiting choices area we covered where you find the career portal settings previously right below that you’ll see the worker portal section as well now that you have actually got your profession page developed and users included into the account the next action would be to develop 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 next to it represents that it’s an active position or a swimming pool if you have anything with a blue dot that implies it remains in a draft State and if you have actually liquidated a position you’ll see that with a grey dot next to it clicking the dot allows you to alter the status of a position or a pool directly from within this list deem 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 require to complete action one of this procedure includes entering in the basics of the task like the title the location the job description etc the next action after that is to specify the application form itself there are a series of basic fields that you can enable
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or disable based upon your choices that you see on my screen you’ve also got the capability to enhance these by placing custom concerns through surveys surveys are simply a series of questions that you can create with various response types that vary from things like text or paragraph based reactions to multiple-choice in addition to even video responses if you wished to if you’re utilizing numerous choice or drop-down lists you have actually likewise got the ability to move prospects based upon a response they provide a lot of companies use this as a method to screen applicants straight 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 prospect answer’s no you could automatically move them into a disqualified stage of your recruiting process video interviews are also popular these days for certain types of roles you have the capability with these to ask text-based concerns that prospects can tape reactions to they can either record an action for up to a minute two minutes or 5 minutes and these recordings will appear on the prospect profile once they’ve finished the application process when you created a concern in there they become part of a list so if you’re publishing a brand-new position and you desire it to be used those concerns you can just select from the list another thing to note is that questionnaires can likewise be emailed to prospects after they have actually used many companies nowadays tend to have a relatively short initial application however as quickly as someone uses they can either by hand or automatically activate a questionnaire to them to collect additional info or screen them that way pipelines are is the next step and this is where you define what the recruiting workflow is going to look 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 design numerous pipelines and then associate the one that makes the most sense for the position the next action after that is to decide whether you’re going to utilize a scorecard with your particular position comparable to pipelines you have actually got the ability to create and conserve numerous scorecards in the platform you can then select the one that makes one of the most sense for the position scorecards are something that we extremely suggest especially if you wish to have a. Okta Breezy Hr