RECRUITMENT & ONBOARDING TRAINING

Transcription

1 RECRUITMENT & ONBOARDING TRAINING Agenda: 1. Recruitment Process 2. Candidate Onboarding 3. Candidate Management 4. Client Management

2 1. Recruitment Process Applicant Tracking System Recruiter Process 1. Login: jobhub.foundu.com.au 2. Team set up (per office code) 3. Team profile view 4. Creating & publishing jobs 5. Promoting & distributing jobs a) Broadbean distribution b) Embed job board on website c) Direct job URL d) Share opportunity 6. Managing applications a) Sending s to applicants b) Add comments c) Tracking history 7. Reposting a job (Broadbean) 8. Completing a job 9. Sending shortlisted applicants to foundu Jobseeker Process 9. Apply by uploading resume (auto create jobhub profile) 10. Keep details up to date 11. View job boards and opportunities 12. Receive updates from recruiters 13. Logging into foundu to continue application/ onboarding process

3 Workforce Management Platform Intro to foundu 1. Login: 2. Portals: a) Admin Portal b) Employee Portal c) Operations Portal 3. Admin navigation 4. Users set up & restrictions 5. People lifecycle Candidate Recruitment direct into foundu Import shortlisted candidates from JobHub or: 1. Register: 2. Add people manually (People > Add People) 3. Login as applicant / check progress (People > Pending People) 4. SMS reminders (People > Pending People > Click on Name > Send Reminder) 5. Screening (People > Pending People > Click on name to go to profile) a. Checklists b. Document library (Documents) i. Interview Forms c. Adding comments (Comments) d. Adding employee records e.g. phone screening (Employee records) e. Decline applicant 6. Searching (Search bar or People > Pending/Approved People > Advanced Filter)

4 2. Candidate Onboarding 1. Onboarding process (Admin): (People > Pending People> Click on name to go to profile) a. Approve candidate to work (Accept Person). This will trigger an to complete onboarding b. Assign manager and office code c. Apply position details (Employee Card > Employment Type) i. Position type ii. Rates iii. Location iv. Allowances d. Full time employee set up i. Leave entitlements ii. Work pattern & auto-payment e. Deductions (To check medical deductions if applicable) (Financial > Deductions) f. Print / Download candidate file 2. Onboarding process (Candidate): a. Candidate progress / status (People > Approve/Pending People> Click on name > Login as xxx) b. Complete financial information

5 3. Candidate Management 1. Employee records, follow ups, and document building (People > Approved People> Click on name > Employee Records / Documents) a) Induction paperwork b) Probation review c) Performance paperwork d) Training log 2. Visas & licences management a) Run VEVO check (People > Approved People> Click on name > Run Visa Check) b) Upcoming expiries and follow ups (Reports > Expiring Documents / Follow-up Documents, Visa Check) c) Expiry warning notifications days sent (Platform settings > System settings > Expiry Notification Days) d) Expiry warning notification s (Platform settings > Expiry Notifications > Notify Rep/Candidate) 3. Comments a) Adding comments on candidate profile (People > Approved People> Click on name > Comments) b) Adding or editing comment types (Platform settings > Set Comment Types) 4. Communication and activity log a) Comms on employee profile (People > Approved People> Click on name > Comms) b) Comms History (Communication > Communication Log) 5. Candidate search & bulk actions (People > Approved People / Pending People > Advanced Search) a) Advanced filter (tags, licences, managers, locations) b) Save searches c) Bulk actions i. Assign tags ii. Assign managers iii. Send /sms iv. Export

6 6. Employment restriction (People > Approved People> Click on name > Employment Restriction toggle) 4. Operations Management 1. Operations Portal (Operations > Approved Operations > Click on name to go to profile > Login as xxxx) a) Login as client b) Setting up users c) Client portal capabilities 2. Adding CRM notes, comments and follow up dates (Operations > Approved Operations > Click on name to go to profile > CRM > Add CRM / Comments) a) Reporting on touch points b) WHS meetings & notes