Neogov - Florida Luncheon, 2014

Presented by: Matt Orozco & Jayme Dolan

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Agenda

(12:30 – 12:45) Agenda Overview & Introductions

(12:45 – 1:25) Enhancements & What’s New at NEOGOV

(1:25 – 1:40) Break

(1:40 – 2:30) Roundtable Topics and Discussion

(2:30 – 2:45) Demonstration of Onboard, Performance Evaluation,

& Core HR

(2:45 – 3:00) Wrap Up

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Goals for TodayNetwork and create new relationships

Discuss local trends and best practices

See what’s new at NEOGOV

Newcomers learn more about NEOGOV

Increase your confidence in using your

NEOGOV System

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About NEOGOVMission: To improve the services public sector

agencies deliver to society

Streamlining your recruiting, hiring & retention processes since 1999

1,200+ Agencies & Educational Institutions

100% Public Sector and 100% Web Based

Top 50 Fastest Growing Technology Companies in US (Inc. 500)

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NEOGOV Customers in FloridaClearwater, City of (FL)Jacksonville, City of (FL)Collier, County of (FL)Alachua, County of (FL)Gainesville, City of (FL)Lee, County of (FL)Hollywood, City of (FL)Miami-Dade, County of (FL)Okaloosa, County of (FL)Orlando, City of (FL)Escambia, County of (FL)Santa Rosa, County of (FL)Cape Coral, City of (FL)Lee County Port Authority (FL)Lee County Clerk of Court (FL)Delray Beach Police Department (FL)Casselberry, City of (FL)Pasco, County of (FL)Clerk & Comptroller Pasco County (FL)Bay, County of (FL)Palm Bay, City of (FL)State Courts 20th Judicial Circuit Court (FL)Coconut Creek, City of (FL)Boynton Beach, City of (FL)Sarasota, City of (FL)Dania Beach, City of (FL)Boca Raton, City of (FL)Escambia County Sheriff (FL)Putnam, County of (FL)Pensacola, City of (FL)Ocala, City of (FL)Miramar, City of (FL)Emerald Coast Utilities Authority (FL)Volusia, County of (FL)Delray Beach, City of (FL)Sunny Isles Beach, City of (FL)Lakeland, City of (FL)Largo, City of (FL)Pinellas, County of (FL)St. Cloud, City of (FL)Naples, City of (FL)Manatee County Sheriff (FL)

Fort Lauderdale, City of (FL)Manatee County Clerk of Courts (FL)Sanford, City of (FL)Fort Pierce Utilities (FL)Seminole, County of (FL)Palm Beach Gardens, City of (FL)Davie, Town of (FL)Miami Beach, City of (FL)West Palm Beach, City of (FL)Palm Beach County Sheriff (FL)Brevard Community College (FL)Broward County Sheriff's Office (FL)Oviedo, City of (FL)Greenacres, City of (FL)Wellington, Village of (FL)Brevard County Sheriff (FL)Coral Gables, City of (FL)North Miami, City of (FL)Flagler College (FL)Pompano Beach, City of (FL)Doral, City of (FL)State Courts 7th Judicial Circuit Court (FL)Okaloosa County Sheriff's Office (FL)Ponce Inlet, Town of (FL)St. Lucie, County of (FL)Charlotte, County of (FL)Sunrise, City of (FL)Southwest Florida Water Management District (FL)Port Orange, City of (FL)Jupiter, Town of (FL)Edison State College (FL)Clermont, City of (FL)Daytona Beach Shores, City of (FL)Parkland, City of (FL)Toho Water Authority (FL)Fort Myers, City of (FL)North Port, City of (FL)Cocoa, City of (FL)Manatee, County of (FL)Miami, City of (FL)

April 2014 Enhancement OverviewGovernmentjobs.com / Applicant Portal Updates

Jobseekers can view job descriptions for previously submitted applications

Jobseeker Attachment Improvement Jobseekers Applications page updateOnline Application – Neutral color scheme when applying from

career siteZip code searching

Insight EnhancementsStreamlined insight menu (Only in UAT until June 2014) Improved table grid view for Postings, Exam Plans, & Class Specs.New Requisition options on Exam PlanLink to Oral/Performance Exam dates from Evaluation StepPrint Applications from Exam Plan

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April 2014 Enhancement Overview (cont.)Perform (PE) / Onboard (ON) and CoreHR

EnhancementsRelative Evaluation due date changesPerformance Evaluation and Onboarding

Report ImprovementsBulk Action for deleting evaluations (PE)Editing evaluation name (PE)Deleting Checklist and Checklist items (ON)Email and approvals can be sent to employee

groups (ON7

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Streamlined Insight MenuThe Insight menu has been streamlined and reorganized for a simpler and more intuitive user experience. Because this is such a significant change, we are phasing in this implementation over two releases. The new menu will be available to try out in the User Acceptance Testing (UAT) environment following this enhancement release. The deployment to Production is anticipated for the June release. We will gather customer feedback on the new menu between April 21st – May 2nd and will make refinements and finalize the new menu in the next enhancement release in June. Instructions for accessing the UAT environment to begin testing the new menu will be sent via email following the enhancement release.

Insight Administrators can enable the new menu for their organization under the Agency Preferences page. You have the option to turn on the new menu for all users, continue to use the old menu for all users or allow each user to choose which menu to use. When allowing users to choose which menu, a toggle link appears at the top of the page to ‘Try the New Menu’ or use the ‘Classic Menu’. This approach will allow your organization to switch to the new menu at a pace that fits your organization. We anticipate that we will keep the Classic menu option available for a few months following the release of the new menu option to Production.

Screenshots of new Insight Menu

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Navigation: Insight > click on drop down next to name in upper right corner

Improved Table Grid View for Job Postings, Exam Plans, & Class Specs.The list pages for job postings, exam plans, and class specs

have been upgraded. These pages include the following new features: Apply to sort on any column Ability to reorder the columns by dragging and dropping Ability to filter on most columns Advanced Filtering Export capabilities to excel or CSV

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Navigation: New Menu: Insight > Recruitments > Posting

Old Menu: Insight > Post > Job Postings

New Requisition Options on Exam PlanThe following new links have been added to the

Requisitions section of the Exam Plan Detail page: Add New Requisition - ‐ dependent on user’s permissionsAuthorize - ‐ to change requisition status or user

assignmentReferrals – to access the referred list for a requisition

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Navigation: Insight > CandidateTrack > Exam Plan > select Exam Plan

Links have been added to the Oral and Performance Exam evaluation steps to allow users to access the exam date set- ‐up. From the exam date set- ‐up page, you can add and update exam dates as well as access rosters for oral exams and written exams. This streamlines navigation for users when creating evaluation steps and scheduling exam dates.

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Navigation: Insight > CandidateTrack > Exam Plan > select Exam Plan > Add Step

Link to Oral Performance Exam Dates from Evaluation Step

Print Applications from Exam PlanA new link to print applications has been added to the

Exam Plan Detail page. This streamlines navigation. When working on a particular exam plans, printing of applications can be performed directly from the exam plan rather than navigating to CandidateTrack > Active/Closed.

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Navigation: Insight > CandidateTrack > Exam Plan > select Exam Plan > Print Apps

Relative evaluation due date changesThis enhancement allows users to update a performance

evaluation due date and have the updates cascade to the corresponding rating and approval tasks. When evaluation due dates are made via bulk edit, the user will have the option of keeping rating and approval task dates the same or updating them based on the change in the evaluation date. When updating task and approval dates, the dates will be updated by the same number of days as the evaluation due date change.

(Reminder and overdue email notifications will be sent based on updated due dates. )

14Navigation: Perform > > click Tool icon > Enable Bulk Actions > select candidates Performance Evaluations > Bulk Actions > Change Due Date

Relative evaluation due date changes

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Navigation: Perform > Performance Evaluations > click Tool icon > Enable Bulk Actions > select candidates > Bulk Actions > Change Due Date > select date >select Shift Task Due Dates

Performance Evaluation & Onboarding Report Improvements

Perform and Onboarding reports have been enhanced as follows: Addition of new columns in most reports to include position detail

information Ability for user to select which columns to be included in a report Ability to specify column order by dragging & dropping columns Ability to export all reports in Excel or CSV file format Ability to export all reports in Excel or CSV file format

16Navigation: Perform > Reports > select and run any report

Bulk Action for Deleting EvaluationsPerformance evaluations can now be deleted in bulk.

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Navigation: Perform > Performance Evaluations > click Tool icon > Enable Bulk Actions > select candidates > Bulk Actions > Delete > Submit

After submitting the request to bulk delete evaluations, you will receive a warning message. Click ‘OK’ to confirm the delete action or ‘Cancel’ to stop the delete action.

Insight Enhancement OverviewOnline App – Jobseekers can delete incomplete

appsOnline App – Removal of expired incomplete

appsConsolidated Insight/OHC User PagesApplication Received Step Elimination OptionCreate Requisitions from InsightImproved Job Posting PageAutomatic Referral of ApplicationsConsolidated Job Posting & Requisition ListsFor more information, go to: NEOGOV Community – Downloads – New

Releases

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• When jobseeker begins application process and exits without submitting, an incomplete application is saved to applicant’s record.

• Now jobseekers can delete unwanted incomplete applications by clicking the ‘Remove’ link in their list of Incomplete Applications.

Navigation: GovernmentJobs.com > Sign In > click username > select ‘Job Applications’

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• If jobseeker has an incomplete application for an expired job, the incomplete application will be automatically removed from jobseeker’s list of incomplete applications.

• The application will not be deleted immediately.

• If job is reopened within 60 days, the incomplete application will reappear for jobseeker so they can continue where they left off in the application process.

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• Pages merged into a single user account with permissions for accessing both.

• HR Users = “Insight Users” and Department Users = “OHC Users”

• Administrators can use Edit Profile and Permissions links to edit profile information and access.

• Separate tabs appear for setting permissions for Insight and/or OHC.

• No longer a need to link Insight and OHC accounts : )

Navigation: Insight > Admin > Insight Users or OHC Users

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• Option to eliminate “Application Received” step as Step 1 in an Exam Plan.

• Default option will show Application Received step.

• If setting is changed to ‘No’, new applications are automatically saved in first evaluation step added to Exam Plan.

• If there are no evaluation steps, applications will be saved to default eligible list created when exam plan was created.

Navigation: Insight > Admin > Configuration Settings > Exam Plan

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• Insight Users can create Requisitions from Insight (with added permissions).

• Works same way as creating a requisition from OHC.

• Can route requisitions for approval in same manner.

Add permission for users to add requisitions in Insight:

Navigation: Insight > Admin > Insight Users > Permissions

To create a requisition, from the Requisitions page, click the ‘Add New’ button.

Navigation: Insight > Requisitions > select any status

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• Allows easier completion of form by replacing drop-down lists on fields with search feature.

• Auto-suggests possible options that match text entered.

• Magnifying glass icon allows users to easily locate all items.

• Now required to create exam plan from posting or associating posting to existing exam plan.

• Fields in exam plan and posting are kept in sync when modified.

• Fields also reordered:

Fields shared with Exam Plan

Fields with details about when &

where job is posted

Settings for application process

Requisition fields

Content for job posting

Navigation: Insight > Post > Add New Job Posting

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• Automatically refer applicants from Eligible List to requisitions associated with Exam Plan.

• Use Configuration Settings to set default for the auto-referral of candidates in Exam Plan

Navigation: Insight > Admin > Configuration Settings > Exam Plan

• On each Exam Plan, users have the option to change this setting as needed.

• TIP: Use this setting AND option to disable Application Received Step to automatically place applicants on eligible list and refer to hiring manager as applications are submitted.

• Manger will receive a referal email. Navigation: Insight > CandidateTrack > Exam Plan > add or edit an exam plan

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A new filter for job posting pages allows users to quickly toggle between each type of posting status (All, Current, Closed, Draft, Archived).

Navigation: Insight > Post > select any posting status

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A new filter for requisition pages to allow users to quickly toggle between each type of requisition status (All, In Progress, On Hold, Open, Filled, Cancelled, Approved).

Navigation: Insight > Requisitions > select any requisition status

What’s new in 2014?Biddle Testing IntegrationFinalized partnership with Biddle Testing

Web-based content available within NEOGOV: OPAC (Clerical & Software Skills – Typing,

Microsoft Office)CRITICALL (911 Dispatcher)

Integrated solution with InsightScheduling, Reports, Ranking, etc.

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Break

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Round Table Topics1) NEOGOV Community

Who’s taking advantage of calls, forums, trainings?

2) Supplemental Questions Increase in unqualified applicants? How using filtering, MQ screening, autoscoring?

3) Self-Scheduling for Exams Who’s using? Challenges? Benefits?

4) Online Hiring Center Have you rolled this out? How are managers using it?

5) Performance Evaluation Challenges with current process?

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Onboard (ON)Central repository to access all new hire documentation

Automate process for collecting documents (I-9, W4, Custom Forms, Employee Handbook)

Facilitate training/orientation process

Customizable welcome pages by department

Welcome videos (Department Head, County Manager)

Configurable workflow and security

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Core HR (HR)Central repository to access all employee documentation

Automate process for collecting documents

“Apps” with employee forms (e.g. vacation request form, leave of absence, grievance

tracking)

Customize forms you want to use

Complements current payroll/benefits system

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Onboard, Perform & Core HREliminate Administrative Effort: Streamline and automate processes

Store Forms/Evaluations Online: Keep all data/forms in central location

Automated Workflow: Route forms/evaluations internally for efficient processing

Increase Completion Rates: Automatic reminders and overdue notices

Metrics & Reporting: Track completion rates and run ad hoc reports

Integrate Data: Optional API Integration with HRIS/Financial System

- Onboard also integrates with Insight

Risk Mitigation: Reduces missing or incomplete documentation

Configurable & User Friendly System with Quick Implementation

https://secure.neogov.com/performance/Login.aspx 33

Wrap-UpFor more information, contact:

Matt Orozco OR Jayme Dolan310-658-5713 310-658-5732matt@neogov.com jdolan@neogov.com

Customer Support Help DeskFor technical questions/issuesToll-Free Number:  877-204-4442 ext. 2

NEOGOV IdeasFor enhancement suggestions

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Attendee List

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Last Name First Name Email Company

Alavarez Yesenia yeseniaalvarez@miamibeachfl.gov City of Miami Beach

Aldrin Regina-Marie aldrinr@bbfl.us City of Boynton Beach

Borden Brooke bborden@pbgfl.com City of Palm Beach Gardens

Boyer Chyrl cboyer@baycountyfl.gov Bay County Commission

Cain Jennifer jenniferca@jupiter.fl.us Town of Jupiter

Camp Clara chcamp@dothan.org City of Dothan

Cantrell Jennifer jcantrell@sheriff-okaloosa.org Okaloosa County Sheriff's Office

Channell Angela achannell@cityofpensacola.com City of Pensacola

Chaparro Samuel samuel.chaparro@lakelandgov.net City of Lakeland

Clawson Laura clawsl@pbfl.org City of Palm Bay

Coffee Doris dcoffee@sheriff-okaloosa.org Okaloosa County Sheriff's Office

Cooper Amy acooper@baycountyfl.gov Bay County BOCC

Culbertson Jason jason.culbertson@lakelandgov.net City of Lakeland

Dennis Donna Donna.Dennis@manateesheriff.com Manatee County Sheriff's Office

Dennis Donna Donna.Dennis@manateesheriff.com Manatee County Sheriff's Office

Ferreiro Ines inesferreiro@miamibeachfl.gov City of Miami Beach

Ferrer Yaritza yferrer@cityofparkland.org City of Parkland

Floyd Janice jmfloyd@myescambia.comEscambia County Board of County Commissioners

Franxman Tarey tfranxman@fwb.org City of Fort Walton Beach

Gainey Audrey gaineyam@cityofgainesville.org City of Gainesville

Gomez Adriana gomeza@pbfl.org City of Palm Bay

Hernandez Judith jhernandez@stcloud.org City of St. Cloud

Hicks Jasmine jasmine.hicks@lakelandgov.net City of Lakeland

Hyppolie Asseline ahyppolite@miamigov.com City of Miami - Human Resources

Johnson Carol cjohnson@fpua.com Fort Pierce Utilities Authority

Attendee list cont

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Last Name First Name Email Company

Jones III Curtis jonescl@mydelraybeach.com City of Delray BeahKaiser Amanda Amanda.Kaiser@lakelandgov.net City of LakelandKelley Lyn sblocker@cityofpensacola.com City of PensacolaLangman Tamie tamie.langman@mymanatee.org Manatee County GovernmentMcCormick Debby dmccormick@pbgfl.com City of Palm Beach GardensMcDonald Garnet garnet.mcdonald@mymanatee.org Manatee County Government

McNair Amy mcnaira@stlucieco.org St.Lucie County BOCC

McPherson Tim tmcpherson@jupiter.fl.us Town of JupiterNichols Debra dnichols@cityofpensacola.com City of Pensacola

Orcutt Lynn lynn_orcutt@myescambia.comEscambia County Board of County Commissioner's

Pierre Stacy spierre@fortlauderdale.gov City of Fort LauderdalePoole Meribeth mpoole@sheriff-okaloosa.org Okaloosa County Sheriff's OfficeRichards Susan strichards@dothan.org City of DothanRoldan-Latony Stephanie sroldan@stcloud.org City of St. CloudSadutto Sharon sharon.sadutto@BCSO.us Brevard County Sheriff's OfficeSanabria Stephanie sanabs@pbfl.org City of Palm BaySassone Jill jsassone@largo.com City of Largo

Skidmore Suzanne sskidmore@ci.greenacres.fl.us City of GreenacresSmall Renassa rsmall@valdostacity.com City of Valdosta (Georgia)

Smith Christy csmith@baycountyfl.govBay County Board of County Commissioners

Speigner Kelly khspeigner@dothan.org City of Dothan

Spencer Nicole nspencer@pbgfl.com City of Palm Beach GardensStephens Natalie natalie.stephens@lakelandgov.net The City of LakelandSuradja Francisca francisca.suradja@lakelandgov.net City of LakelandThompson Denise DThompson@fortlauderdale.gov City of Fort LauderdaleTomlinson Leah tomlinsonlc@cityofgainesville.org City of Gainesville, FL

Vanlandingham Adrianaavanlandingham@cityofpensacola.com City of Pensacola

Walko Joan jwalko@largo.com City of LargoWard Joyce JWard@CityofOviedo.net City of OviedoWaters Tammy tammy.waters@lakelandgov.net City of Lakeland

Wood David woodd@stlucieco.org St. Lucie County BOCC

Woods Danielle dwoods@baycountyfl.gov Bay County Board of CommissionersYoung Kiesha youngka@cityofgainesville.org City of Gainesville