Account Management Reports
What is the name of the report nicknamed "the crystal ball report" that lets you see which companies were active in a previous year for a particular 3 month timeframe?
Customer 13 Week report
If an AE is on the active order list, which Attrition Rating and Attrition Reason is given to them on the order?
Rating is 2, attrition reason is "Other"
Where can you find the people who have done the job before, and could be redeployed to the assignment with success?
Inactive list on the job order
What do we use the "order attrition note" section to document, when the person is moved to "inactive list" status on the order?
A short, clear, specific reason they are no longer a fit for the job.
E.G.:
"too heavy", "too far", "attendance issues".
Not OK:
"didn't like it" , "not a fit", "client cancelled".
When we take a client order request for additional staff, we use the "investigative reporter" questions (who what, when, where, why, how long). What is the reason we asked "What created the need for these extra people?/What created the need for this type of position?"
A client's idea of what a "shipper receiver" position's responsibilities/certifications are, could be different from our idea of what that position entails. We need to know this info so we don't over or under charge the client company in the bill rate, OR over/under pay the candidate for the skills they will use.
What is the name of the report section/panel of Stafftrak that allows you to see all sorts of current activity for applicants applying to ABL, AE's looking for work, and AE's out on assignment?
The Dashboard
If someone is a no-show/no-call on their first day of assignment, which order rating and order attrition reason do we give them that will prevent them from showing up on payroll needlessly?
Rating = 8, Attrition reason = "No Show"
Where do you put people on the order if you've spoken to them about the job, and they are interested in being called for it next time there's an opening?
Job Offered list on the order
(add them using the same start and end date as the day you spoke to them about the position).
What option do we choose on the order for someone who is not allowed to return to that company for any reason/job in future, not just that one assignment?
Choose/Select the DNR checkbox (Do Not Return).
On the front of the Order page, we adjust the _______ info when the client request more or fewer AE's for the order/shift.
The number of Assigned/Required people. (A/R field)
If you wanted to review why a job is having a lot of turnover, or why people become eventually unsuitable for a particular job, you would run this report from the "report button" on Stafftrak
Attrition Report
If someone starts an assignment, but eventually stops showing up/abandons the job, which order rating and order attrition reason do we use?
Rating = 5 (they client doesn't want them to return since they abandoned job) or 7 (they chose not to return to the job but the customer is ok with them coming back in future), and Attrition Reason "Voluntary" (they chose not to return). This makes sure they still show up on Payroll for their last payroll week.
The Recruitment Tab is where you can find the names of AE's and Applicants who have applied for a specific job posting on our website. Name the 3 places you can find a Recruitment Tab:
Person page, Order Page, Company Page
If you wanted to search for applicants using the Match Search, what field will you use to enter the search phrase or skills you want to look for?
Keyword field on Match Search, AKA Boulean Searches!
What kind of quick note code do we use to document a new/additional order request from a client company?
Order Placed
If you wanted to see people who will be available for work from tomorrow, but are still on assignment today (and therefore won't show up on Match Searches), which report would you run on Dashboard?
End Report
When someone finishes an assignment, we give them an assignment rating and change their Attrition Reason to something like "Shortage of Work" = 1, 2, 3, "Voluntary" = 7, or "Involuntary" = 5, "Returned To School"=any #, or "Found Own Job" any #.
What is the Attrition Rating and Attrition Reason we use while they are ACTIVE on the order?
"Other" and 2
Name the 2 areas on Stafftrak where you can run a Keyword Search on candidate files?
Person Search Keyword
Match Search Keyword
How would you see a list or report with just your own named accounts on it, either as the account manager or the original sales person?
Run an Order Search using "Worked By" drop down + your own name in the staff list.
If the client changes something about their order request, like they lower the number of people needed, or change the address or start time of the order, we track that by using this quick note code:
Order Adjustment
When some who has been on assignment for a while has been off sick or on vacation for a few days, we uncheck the "Quality Check" checkbox on the order. This forces them to show up on which report list on Dashboard as a reminder to ABL staff to follow-up with them and confirm their intent to return?
The LOS (Level Of Service) report's "Quality Check" list.
If some cancels before starting the assignment for a reason that you would consider acceptable, and therefore they would still be eligible for the job in future, what order settings/ratings do you use?
Move them to "Job Offered" list, with Start/End Date the same day they were supposed to start the job. Put a detailed quicknote in the system attached to the order that explains why they cancelled before starting, and that you would still consider them for future openings.
FYI, if you don't think they are eligible to be offered the job again, delete them from order after you write a "cancellation/absence" quicknote attached on the order, and add the company name to the "company unsuitable" list at the bottom of their person file's front page.
Other than Hotlist notes, name at least 3 other quick-note codes can you run to find potential people to fill your open orders?
Skill Alert notes
Customer Skill Alert notes
P2-Resume Parsed notes
P3-New Info By Parse notes
You can use Match Search to see people actively working on assignment?
True!
Use the "order status" selection boxes at the bottom right of your Match Search screen. This lets you search for people on an active order with specific skills/availability etc. who are currently out to work. We do this for Students every year to see who is going to disappear from full-time assignments in the Fall!
What are the 6 investigative reporter questions we use to gather the info we need to properly fill the order with the right candidate?
Who: Who is your perfect person?/ Is there someone we should call back who has been there before?
What: what exactly do you need them to do?
When: when do you need them to start
Where: where will they be working (the department, the supervisor, the location)
Why: why is there a need for this new position/these additional people (What created the need for this position, these extra people)
How long: how long do you need them for? F/T ongoing, Temp to Hire, short term assignment?