Interactive Tutorial
** Best experienced in Full Screen (click the icon in the top right corner before you begin) **|
1. The Projects Dashboard gives you an overview of the project.
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2. Projects your business owns and has created are denoted by the solid project icon.
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3. Projects that have been shared with you by a client or a business partner can be identified by the lock symbol next to the project name.
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4. You can filter your projects by project status. Active / Archived / Draft / All.
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5. You can search for projects by Asset / Project name / Project tag.
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6. You can sort by Name or by Date.
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7. Filled: The percentage of personnel who have accepted the offer or the personnel who are in the Confirmed buckets from the overall number of required personnel in various roles.
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8. Roles: The total number of roles posted in the project.
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9. Personnel: The overall number of required personnel in all posted roles.
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10. Applications: The overall count of the personnel who have applied regardless if they are already moved to other buckets.
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11. Confirmed: Number of personnel who have accepted the offer or have been moved to the confirmed bucket manually.
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12. Click highlight.
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13. You can edit your project details.
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14. Click Project Code.
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15. Scroll down for more project details.
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16. To Edit Recruitment Process.
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17. Matches are personnel profiles that match the required skills for the role. As soon as you post a role with necessary details, MyPass automatically identifies matching profiles and shows them in this tab.
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18. Invited: These are personnel to whom you have sent an email to view the job posting. You can select one or more personnel from the Matches and select Invite or from the Following stages to send them automated emails.
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19. Applied: This is where the personnel is placed when they apply for the job through MyPass. This is where to look for personnel who are wanting to be selected for the posted roles.
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20. Shortlisted: These are personnel you have shortlisted because they meet the role requirements.
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21. Followup: Personnel in Followup require follow-up (for example, you have requested information from them or have asked them to upload specific documentation).
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22. Offered: These are the personnel that you have made an offer to and they haven't yet accepted it. These workers will receive an email offering them the role and will automatically move into the Confirmed bucket if they accept.
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23. Confirmed: These are personnel who have accepted the offer for the role or you have manually move the personnel into the Confirmed bucket, however, you will need explicit worker permission to do so before conducting this step manually.
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24. Removed: These are personnel who are removed from the recruitment pipeline. You can reject a personnel at any stage in the recruitment after they apply for the role by moving them to the Removed bucket.
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25. Workers automatically receive an email when you invite them to apply or Offer them the role. Personnel can track their status within the other stages by checking their Calendar from their own account.
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26. Project Tags. You can add project tags to groups your projects and use as identifiers.
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27. You can Duplicate your project This copies all the details of the project including engagement dates, asset, matrices and roles.
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28. You can Archive a project.
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29. You can Delete a project if there is no data in the project.
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30. You can export csv reports. You will get 3 reports: 1. Workers Report 2. Role Tracking Report 3. Requirements Report
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31. You can export any uploaded CVs.
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32. Click Project name.
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33. This summary provides more details around the project proles.
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34. The roles are summarised below.
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35. The resource requests sent are summarised below.
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36. That's it. You've overviewed the project.
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