Administration Appendix A – New Client Checklist

Check an internal company has been created – All consultants should be listed

Create a list of company competitors

Administration Menu

Company Types – Clients Prospects etc.

Business Rules

Tick the countries you do business with or have candidates locate in

Switch on or create required business rules

Tick the ethnic origins or add your own

Dashboard/Targets

Create new event actions

Create targets for individuals/Teams/Company

Create a list of your main competitors

Skills Dictionaries

Gender

Create a List of Attributes & Synonyms

Create the max number of interview levels

Create a List of Score Types

Interview methods, tele, panel, assessment

Create a list of Job Titles

Job status- create additional if required

Create a List of Quals & Certs

Marital status- create additional if required

Exchange User Admin

Nationality – tick the relevant ones

Validate exchange sync

Create additional payment types if required

Set up any exclusions

Create a list of rate names – BH, overtime

Financial Settings

Sales tax – check T1 set to 20%

If applicable set up default rate costs

Create additional sectors if required

iCapture Administration

Create a list of where your candidates come from

Datasource Settings check they are created for iResearch, outlook, exchange, Broadbean

Create a list of telecom types – skype address, website

Folder Settings – If required create folders

Create additional titles if required Dr, Sir

Auto-merge options – Decide what you want to happen with duplicate CV’s

Create additional worker types if required

iResearch Destinations

Reports

Add any web browsers you would like to be able to access from iResearch

Create permissions for reports folders

Job Posting

Scheduled Reports

Add Broadbean company user details

Create scheduled reports if required

If required set up posting to own site

Search Options

Notes Template

Adjust search folders if required

Create notes templates for summary & notes boxes

Umbrella Companies

Permissions

Create a list of umbrella companies(If required)

Create requires security roles User/Admin

User Administration

Select Permissions for each user level

Edit all users making sure of the following

Add database managers

Email / phone number / mobile

Reference Data

Allocate them to the internal company

Create a list of agencies used by clients

Set security roles user/admin

Create a list of types of attachments(Cand & Client)

Enter social media url’s (If required)

Create a List of benefits(Jobs page)

Enter Broadbean details (If Required)

Create a list of Business Sectors (Industry types)

Allocate postcode licence (If required)

Create headers & footers or front sheet for CV submissions

Templates – We recommend you have available;

Create a master template with signatures

Blank Candidate template

Blank Contact template

Meeting Template including internal interview

Blank SMS template

CV Submit

Contact Interview Confirmation

Candidate Interview confirmation

AWR Candidate request Info(If App)

AWR Client Info (If App)

Contract Confirmation(If App)

Perm invoice (If App)

Reference Request (If App)

Candidate Registration/Request ID (If App)