Housekeeping

Candidate

Searching for 'Bad Data'

Searching for candidates without key details

No Telecoms AND No Address AND No CV

Advanced Search section only (disable all other sections)

Active	Only returns records that are 'Active'
# Telecoms = 0	No telecom content (emails / telephone numbers
All Address Fields = Is Blank	No address field content
# CV's = 0	No CV's (alternative field 'Current CV' NOT)
Created Date = Less Than DD/MM/YYYY	Candidate Created Date is less than .... This ensures new candidates are not returned

Candidates not contacted since

Advanced Search section only (disable all other sections)

Active	Only returns records that are 'Active'
Last Contacted = Less Than DD/MM/YYYY	Candidates that have had 'no contact' since ... This will return candidates that have not had an (update last contacted) event logged against their record, see your Event Actions reference data to review events that update last contacted
Created Date = Less Than DD/MM/YYYY	Candidate Created Date is less than .... This ensures newer candidates are not returned

Bulk Deleting Candidates

Although there is no direct facility to bulk delete candidate data, you can utilise the Privacy Audit Bulk Delete feature to remove up to 500 candidates at a time. In simple terms, you can complete a search and use Bulk Privacy Audit status update to mark them as 'Refused' / 'Expired', then from the Refused / Expired you can Bulk Delete (up to 500 candidates at a time.

NOTE:- If you already have over 500 candidates who have expired may mean that you will be unable to complete this process

Search

Complete your search using your desired criteria (we would suggest you use the candidate searches above although it is highly recommended to check through results to ensure you do not lose any valuable records), from the search results you can use the Privacy Audit button (left SELECTED or right ALL)

Select the Privacy Audit lawful basis (recommended to use a lawful basis you are not already using) and status (select Refused (recommended) or Expired)

Ensure you allow time for the candidates Privacy Audit statuses to get updated, this is completed via services and can take a few minutes depending on the quantity

Access the Expired / Refused list via the Application Menu:

You can re-order the list to:

NOTE:- If you have 500 or more candidates already expired then you will need to complete the Privacy Audit process with those candidates or complete a bulk Privacy Audit update

Then you can bulk delete:

Company

Searching for 'Bad Data'

Search for Companies without Contacts

Note:- this will not include companies with inactive contacts

Active	Only returns Company records that are active
#Contacts - Equals 0	Not one contact record is present within the company

Search for Companies not contacted since

Active	Only returns Company records that are active
Contacts Last Contacted - NOT Greater than DD/MM/YY	Not one contact has been 'contacted' since DD/MM/YY

Jobs

Searching for 'Bad Data'

NOTE:- there is no facility to bulk update status' or delete, access each record one at a time and update, so it is recommended to run a search, this can then be reviewed, for quick access into each job record

Old Jobs via Find

This simply requires you to use the Find / Jobs and press Find will list all "Open" or "Partially Filled" jobs* along with any Temp jobs that have shifts today or in the future

*will include any jobs with an active status, as defined within reference data/job status

Old Jobs via Search

Setup a job search, using job status, please note that Temp jobs do not have a status and will not be returned, they will be considered inactive once the last shift date has passed.

Job Status equal to Open	Returns all jobs (Perm. Contract, Fixed Term) with an open status
Job Status equal to Partially Filled	Returns all jobs (Perm. Contract, Fixed Term) with an partially filled status

Add any additional job statuses setup as active

Within the search results you can click on Review Results, to review each job individually, adjusting the status and saving.

Interviews

Searching for 'Bad Data'

Interviews not updated / closed

This simply requires you to use the Find / Interviews, select Interview status and press Find will list all interviews, allowing you to order by start date and ensure historical interviews are completed (open interview record and use the event logger to record result)

NOTE:- there is no facility to bulk update status' or delete, access each record one at a time and update

Placements

Searching for 'Bad Data'

Placements not updated / wrong status

Utilise the FInd / Placement or run search on Placement Status (searching offers the ability to review results, if dealing with large numbers of placements it is recommended to use search)

NOTE:- there is no facility to bulk update status' or delete, access each record one at a time and update

Admin

Dictionaries

Review unused skills

Use the job title and attribute reports to identify skills that have not been recorded against candidate records, this will not include contacts so complete contact searches if required.

Merging Skills

Review dictionary to identify any skills that can be merged, once merged ensure you add the old reference as a synonym.

Reference Data (dropdown contents)

Review event actions, candidate statuses, company types, business sectors and any other lists, inactivate any that are not required. Note: - there is no facility to delete reference data.

Inactivating Users

Users will automatically be made inactive (SaaS platform) but it is recommended that you make users inactive as soon as they no longer need access. In addition, you may wish to review old users profiles and remove licences.

Templates

Review email, postal, SMS, Online Signature templates and delete unused content. You can also create folders and move templates into folders to organise them.

Contact Details

If you require further assistance please contact Voyager on :

Local	+44 (0)800 008 6262
Overseas	+44 (0)1256 845 000

Press 1	New Business Sales	hello@voyagersoftware.com
Press 2	Support	support@voyagersoftware.com
Press 3	Customer Services	clientsuccess@voyagersoftware.com

Visit our website for future events and clinics www.voyagersoftware.com

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