Quick Start Guide For Personnel Agency

 

 

 

Step 1: Set Up Worksite

 

            Step 1.1: Consult System/Network Administrator or Internet Service Provider

            Step 1.2: Design/Select and Load Background and Header Graphic Images

            Step 1.3: Set Up Worksite

Step 1.4: Verify Completeness

 

Step 2: Set Up Standard Phrases

 

Step 2.1: Set Up Language(s)

Step 2.2: Add/Edit Phrases

Step 2.3: Convert Phrases (Optional)

 

Step 3: Set Up Initiative/Program

 

            Step 3.1: Create Initiative

Step 3.1: Create Initiative Criteria

 

Step 4: Create Placement Requests

 

            Step 4.1: Create Standard Job Titles

            Step 4.2: Create Standard Professional Skills

            Step 4.3: Create Requests

 

Step 5: Create/Accept Proposals

 

Step 6: Create Prospects Records

 

            Step 6.1: Create Standard Professional Skills (See Step 4.2)

Step 6.2: Create Prospects

 

Step 7: Match Prospects to Placement Requests

 

 

Step 8: Review Resumes and Select Candidates

 

Step 8.1: Create Reviewers

Step 8.2: Select and Assign Reviewers

Step 8.3: Review Summary of Reviews

Step 8.4: Select Candidates (Manual)

Step 8.5: Interview Candidates (Manual)

Step 8.6: Present Finalist Candidate(s) (Manual)

 


Step 9: Set Up Reviewers and Other Personnel to Maintain Time Records

 

Step 9.1: Train Reviewers to Maintain Timesheets

Step 9.2: Train Contractors to Maintain Timesheets

Step 9.3: Review and Approve Timesheets

 

Step 10: Review Business Performance

 

            Step 10.1: Produce Management Reports

            Step 10.2: Review Management Reports