Our May 2019 Release focuses on the CRM’s sourcing enhancements and includes the following:
- Bulk Import in CRM
- Add candidates from CRM’s Custom Folder to another Custom Folder
- Add candidates from CRM’s Custom Folder to another Job
- Edit candidate types in CRM
- Career Website Analytics
- Hire Summary Analytics
- Media Metrics Source modification in Analytics
Bulk Import in CRM
We are adding a new bulk import feature to help increase the CRM volume significantly and quickly and act as a base to then engage with the new jobseekers to encourage them to apply to open jobs and/or enhance their profile.
As part of Candidate Relationship Management, users need to be able to create Candidate profile(s). The ability to do that, directly from the tool, one profile at a time, currently exists in XCloud.
There are situations in which clients need to be able to create profiles in bulk and upload them to the CRM platform. For instance,
- Job Fairs/Events where candidate details have been collected via a physical medium like paper or on an excel sheet
- Other external sources and databases such as Candidate repositories available for a consideration
User can visit ‘People’ page and begin bulk import process as shown below.
The CSV file will be processed and you will be able to see the contents of it in the form of Table with the Header being the Column Names of the file. On bulk import preview page, you can see the total number of candidates in the file and the valid and invalid entries. The validity is based on where the Value is “null”. On Clicking Re-Import File or Cancel Button, you will be taken back to the Upload file page where you can choose another file to import.
XCloud can now allow organizations to upload 20K profiles at a time in a predefined format and then preview Profiles. Recruiters or other CRM users can also correct erroneous profiles if any and Re-upload them to finish the upload process. Users are provided with flexibility to assign profiles to Folders and mark status flags on the Profiles (Veteran, Do not Contact, etc). Reminders can be sent to the Profiles to encourage log-ins.
To use this feature, the permission for Bulk Import from Feature Permissions Page needs to be switched on. This can be found under the “General” section in the CRM permissions.
In the CRM, recruiters manage candidate profiles using folders and they were able to add select/assign profiles preset in Talent Community to a specific folder.
This feature allows the user to select profiles from within one folder to add them to another folder. If a sourcer added certain profiles to the X-Cloud talent pool under the 'Medical Assistant' folder and now wants them to be added to the 'Entry Level Medical Office Assistant' folder as well, the user can now do this using the 'Add Folder' action available on the folder details page.
Users will be able to select some or all people within a custom folder and add them to a job folder. If a sourcer viewed certain profiles in X-Cloud talent pool under the 'Physician Assistant' folder and now wants them to be added to the 'Medical Assistant I' job, the user can now do this using the 'Add to Job' action available on the folder details page.
In order to source hard to fill jobs and if a custom folder already has profiles that can be campaigned for this job, sourcers can pick these profiles from the custom folder, and add them to the job to campaign/interact with them, make notes on their profile, etc and still access them later within the job details view.
Shortlisted profiles get added as 'Shortlisted' under Leads in the target job folder. Profiles which were Leads, get added as ‘Leads’ in the target job folder.
With this release, users will be able to edit all candidate profiles in XCloud. 'Recruiter' type profiles are candidates created by Recruiter using single or bulk profile upload method. ‘External’ type profiles are created by candidates on their own, whereas ‘Internal’ type is for employees in the organization.
Hence, users can edit not just 'Recruiter', but also 'Internal' and 'External' profiles. Now, users can go into any profile, and click 'Edit Candidate' from the Actions menu to start editing First Name, Last Name, Address fields, Work History and Education History for all profiles. Email address only remains non-editable.
Currently, if there are multiple views configured to XCloud Analytics, CWS data will be an aggregation of the data coming from multiple views. Moreover, XCloud Analytics is only configured to legacy Google Analytics views and does not carry the most recent standard reporting view that was recently released to the majority of our clients.
With this release, all CWS reports and analytics will default to one single view from Google Analytics and will be aligned with the standard view we use to report to clients on CWS metrics.
In recruitment funnel, instead of data aggregation of multiple views, the Career Website data on the recruitment funnel will pull data from one single view as shown below.
Also, Website Overview page will automatically default to one single view. Each client will have its own unique default view from Google Analytics and Website Overview/Website Details pages on XCloud Analytics will, by default, pull data from the one single default view.
The option to select other Views from the View filter will still remain. The following is an example of where you can see the default view.
Hire Summary Analytics
The new Hire summary card gives an overview of hiring trends in the selected time range to understand the overall health of the hiring process of the organization. The source for this data is XCloud ATS or Integrated ATS.
Following metrics are tracked on the summary card graph for the selected date range:
- Requisitions: Trend line of the number of requisitions that were posted during the selected time range.
- Applicants: Trend line of the number of applications that happened during the selected time range across all the requisitions.
- Hires: Trend line of the number of hires that happened during the selected time range.
- Offers and Declines: Trend lines of Offers made and offer declines made during the selected time range across all the requisitions.
Media Metrics Source modification in Analytics
Media metrics in Analytics will change sources from the Hodes Analytics platform to the MCloud Drivers report.
A. On the Analytics dashboard Recruitment Funnel, when Data Source is set to "Media", Applicants and Hires will be in sync with the MCloud Drivers report as shown below.
B. On the Analytics dashboard Top Sources, the title will change to "Top 5 Media Sources" and display of the bar chart will be in sync with the MCloud Drivers report. This will apply to both Hires and Applications.
C. The Media Overview Scorecard will sync with the MCloud Drivers report. The scorecard will also no longer carry Click-through rate data but will carry Cost Per Application data. Lastly, the sequence of the data will change to make more logical sense starting from Media Cost, Applications, Hires, CPA, CPH, and App to Hire Ratio.
D. The Media Overview table (right below the Media Overview Scorecard) & the Media Details table will sync with the MCloud Drivers report.
Media Overview Table:
Media Details Table:
Here's a list of additional things that are part of our May 19 release:
Filter talent profiles in ATS by Step on the Job details page
Recruiters managing the Hire process in XCloud ATS have to act on specific profiles based on the stage they are in. An easy way to get to such profiles is introduced, by filtering for the disposition step within a Status tab on the job details page. If the Recruiter wants to review and start sending offers to each candidate who is Recommended for Hire by the hiring manager; Recruiter can simply use filter for ‘Candidate - Recommend for Hire’ step to get to these profiles.
Schedule sharing of article in XCloud Employee portal
Whenever an Admin sets up an article scheduled to be shared on Twitter on a specific day, the article was getting shared immediately. Going forward, the article can be shared on the scheduled date.
Candidate profile download in CWS
Candidates will be able to download their personal profile data from dashboard and clients can have an option of setting up downloadable fields of their choice in the backend.