Making Sense of Sense Phase 2 Optional Workflows

  • Slides: 8
Download presentation
Making Sense of Sense Phase 2 – Optional Workflows September, 2017

Making Sense of Sense Phase 2 – Optional Workflows September, 2017

The Workflows (Phase II) Rollout: Sept, 2017 Event Audience From Dependency Conditions Schedule First

The Workflows (Phase II) Rollout: Sept, 2017 Event Audience From Dependency Conditions Schedule First Day Check-In W 2 Consultants Candidate Manager for Sense Placement in Approved Status Start Date = today 5 pm CST, on Start Date 5 Day Check-In W 2 Consultants Candidate Manager for Sense Placement in Approved Status Start Date + 5 days 9 am CST, 5 days after Start Date W 2 Consultants Candidate Manager for Sense Placement in Approved Status Start Date + 30 days 9 am CST, 30 days after Start Date 30 Day Check-In * 1099 & C 2 C Consultants are not included

First Day Check-In To: Nickname (If Nickname field is blank, will use First Name)

First Day Check-In To: Nickname (If Nickname field is blank, will use First Name) From: Candidate Manager for Sense When: 5 pm CST on start date Email Subject Line: Welcome to Your Workplace Revolution * Actual copy subject to change

5 Day Check-In To: Nickname (If Nickname field is blank, will use First Name)

5 Day Check-In To: Nickname (If Nickname field is blank, will use First Name) From: Candidate Manager for Sense When: 9 am CST 5 days after start date Email Subject Line: One Week Down * Actual copy subject to change

30 Day Check-In To: Nickname (If Nickname field is blank, will use First Name)

30 Day Check-In To: Nickname (If Nickname field is blank, will use First Name) From: Candidate Manager for Sense When: 9 am CST 30 days after start date Email Subject Line: How are things going? * Actual copy subject to change

Optional Workflows For the Producer who is fiercely on top of the staying-in-touch game

Optional Workflows For the Producer who is fiercely on top of the staying-in-touch game • The three Workflows in Phase 1 are not optional. • Subsequent Phases (may) include optional workflows. • By default, all candidates are opted in to all. • To opt your candidates out of optional workflows, follow these easy steps: Ø Ø Ø Candidate Record Edit tab Sense Optional Workflows? Change to No Click Save Remember: You cannot opt a candidate out of required workflows; only optional ones.

Sense does the bulk of the work, but the Candidate Manager has to Manage

Sense does the bulk of the work, but the Candidate Manager has to Manage • All survey responses are emailed to Candidate Manager for Sense • All bouncebacks are emailed to Candidate Manager for Sense • The Candidate Manager is responsible for taking the appropriate action

Additional Questions? Scott@Vaco. com Marketing@Vaco. com IT@Vaco. com Sense-sational! Sept, 2017

Additional Questions? Scott@Vaco. com Marketing@Vaco. com IT@Vaco. com Sense-sational! Sept, 2017