OneUp
Demonstrate where you would go to upload your photo.
Go to upper right-hand corner>Profile>Edit Profile>Choose image>upload>Save
Demonstrate how to create a task and also complete it.
Select a candidate or contact>Actions>Add task>fill out title, type, due date, save. Then go to Menu>Tasks>find it and click Is Completed (or from within the record)
Demonstrate how to look up a company's email domain.
Go to the Intel tab>type the Company name in the search field>Click on the results
Demonstrate how to "react" to an email you have received.
Locate the email in your inbox>click the smiley and select a reaction
Demonstrate how to create and save an InMail template.
Go to messages icon at the top>Click the Settings (gear icon) at the bottom left-hand corner>Select message templates>Click Create New Template>Create it>Save
Demonstrate how you would change the date range on your dashboard to view KPIs from last week.
Click on the top where it says This Week, select last week's dates manually or by Last Week, then click Apply.
Demonstrate how to do a BD flip of a Contact to a Candidate.
Go to a Contact Record>Actions>Create Linked Candidate>Fill out personal email>save
Demonstrate how to build a Boolean search in SourceBreaker, including how to have OR in the keywords.
Go to New Search>Enter in Keywords and either select them or create new>drag keywords on top of one another to create OR
Demonstrate how to view a Harnham colleague's calendar availability in order to book a meeting with them.
-Via shared calendar
-Create a meeting and view Scheduler or availability
Demonstrate where you would go to locate filters that are not displayed on the left-hand side of your search filters (such as years of experience, degrees, etc.).
On the left, scroll to the bottom and click on Advanced Search
Demonstrate where on your dashboard you would find your ratios (such as CVs Sent: Interviews).
Go to the Dashboard Activities section and scroll over to the right until you see your ratios
Demonstrate the correct way to log a final interview booked.
Candidate>Shortlists (or breadcrumb)>Select vacancy>Move>select Final interview>appointment screen - required fields>Save
Demonstrate how to import a SourceBreaker Boolean search into LinkedIn Recruiter.
Build a Boolean search>Go to LinkedIn Recruiter search page>Click the SourceBreaker icon>Select Send to Recruiter
Demonstrate how to create a folder for emails.
Right click on Inbox>Create New Folder>Name it and hit Enter.
Demonstrate how to save a search you have built.
Go to the Search page>build your search>Click on Save search on the left-hand side>Select a name and project>Save
Demonstrate where you would locate your team's matrix.
Demonstrate how to update a Candidate's CV and record via parse as existing.
Go into Candidate record>Files tab>drag and drop CV or upload>Actions - Parse as existing> check fields>Save
Demonstrate how to copy a Boolean search you have built in SourceBreaker into Bullhorn's Boolean search.
Build your Boolean in SourceBreaker>click Copy Boolean>Go to Menu>Candidates>Search box>paste the Boolean search in the keywords box at the top
Demonstrate how to create an appointment as a reminder.
Create new event>add title>don't invite anyone>Save
Demonstrate how to view your InMail response rate.
Click on the Reports tab>Click Summary.
Demonstrate how you would see the detail for a specific KPI. For example, if you had 3 1st interviews booked, how would you see the 3 names of the Candidates?
Hover over any KPI and click on the purple Analytics button. Then click on the Data Insights tab.
Demonstrate how to log a post-placement follow-up call with a candidate.
Candidate record>Actions>Add note>Note action: Candidate - post placement OK>Save
Demonstrate how to set up a Sourcebot.
Build a Boolean Search>Click Search Leads>Click Create Sourcebot>Select SourceBreaker Leads and/or aggregator Leads>Save
Demonstrate how to set up an email rule.
Create folder>right click on email in inbox>Advanced Actions/Create Rule>Create Rule>Save
Demonstrate how to set an automatic follow-up for an InMail.
InMail a Candidate>Compose inMail>click the Follow up button>compose InMail>set time frame>send.