v8.0 Upgrade

v8.0 Upgradev8.0 Upgrade

Overall Changes – Task ListOverall Changes – Task List

• New Additions to the Employer and Admin Task Lists.

“Incomplete Interview Schedule” is the new

Admin task list item. This indicates a schedule that is

not currently complete, meaning not visible to

students.

Employer now has 2 new Task List items.

1) “Incomplete Schedule Request”, meaning a

schedule request has not been submitted.

2) “Incomplete Event Request”, meaning that this Info Session request has not yet been submitted

for Admin approval.

Overall Changes - CountsOverall Changes - Counts

• Counts of linked profiles will now appear on Employer and Contact profiles.

Contact Profile

Employer Profile

Overall ChangesOverall Changes• Mass Email From Search Results: available on

Contact, Mentor, Faculty, and Employer Registration pages.

• Partial Delete: deleted items will now be saved for 90 days, allowing us to restore them easily!

• Job Agent – Exclude All Majors: Job Agents will now incorporate the “Exclude All Majors” option in the results.

Overall Changes – Default DocsOverall Changes – Default Docs

• Allowed Documents can now be defaulted in Jobs, Schedules and Career Events.

Overall Changes - NetworkingOverall Changes - Networking

• Connect your LinkedIn, Facebook and Twitter accounts to your Interfase site!

These icons will appear on the

student and contact homepages.

Career Events – Event AgentCareer Events – Event Agent

• Students can now receive email notifications of upcoming events that meet their criteria.

Step 3) Employers enter their registration informaiton for this new info session

This registration form will be the same as the employer

registration form for all other events

Step 4) Employers can review and submit their request. They MUST click Submit button to

complete the process

Step 1: Information about the Event

itself.

Employers have the option to link

a schedule directly to the info session

request

Career Events - RequestCareer Events - Request

• Employer Info Session Request Wizard

Step 2) Employers can set up more

information about the event including

requirements, allowed documents and the

timeline

Career Event – RequestCareer Event – Request

• Employers can track active and pending Info Sessions in the “My Info Sessions” menu

Different actions will be available depending on where the event is in the

request process.

Career Events - RequestCareer Events - Request

• Admin Approves Employer Request

Step 2) The employer can select either an existing job, or add a new job to link to this

schedule request.

Step 3) The Employer can review and edit the schedule request

information and submit it. They MUST

click the Submit button to complete the

process

Schedules - RequestSchedules - Request

• New and improved employer schedule request wizard!

Step 1) The employer can enter their preferences for

schedule type, interview date, and

session timesIf the employer would like an Info Session for this schedule,

they can select Yes here and be taken to the event request form, after completing the schedule request

You, as an admin, are able to select what schedule types are available to employers.

Schedules - ListSchedules - List

• New features in the employer Schedule List.

Schedules now appear in 2 tabs, one for active or pending and the second for inactive.

A linked info session box will now appear below any schedule that has an info session.

Clicking on this link will take the employer to the Info Session page.

Step 2

If you selected a Timeline Template in Step 1, this step will already be populated! If not you can enter in the dates and times for your timeline changes here!

Step 3

Sessions will be automatically created based on selected Interview Dates and Timeslot Templates. You also have the option to Add

Sessions and Delete Sessions in this step.

Schedules – Request ApprovalSchedules – Request Approval

• Admins will now see a wizard when they approve an employer schedule request.

Step 1You can select which of the employer’s preferred

interview dates you would like to use

You can view which timeslot template

your employer chose and keep or change it. There will also be a Configure Timeslots option at the bottom

of the page if you prefer to use that.

Select the appropriate timeline template

here to save yourself some time on the next

step!

Step 1) is the same as previous versions of Interfase. You need to select the correct organization or contact

to link the schedule to.

Step 2) allows you to enter basic schedule information, like Interview Date(s), and

Schedule Type. Also you can select Timeline and Timeslot

templates. You have the ability to configure timeslots if you

don’t use Timeslot Templates.Step 3) is where you can link an existing job, or add a new job. If you link an existing job, use the boxes below to copy referral records to the preselect list

and choose the date to begin brining referrals over.

Step 4) will already be populated if you chose a Timeline

Template in step 2. If not, enter the correct

dates for each timeline change.

In Step 5) you can create or delete sessions. Remember thatt your site will automatically create sessions based on information

entered in step 2.

Schedules – New WizardSchedules – New Wizard

• There is also a wizard now for Admins when creating a new schedule.

Schedules - AlertsSchedules - Alerts

• An alert will appear at the top of any schedule that is not prepared for students to view it.

These messages will vary depending on the Schedule Type, this one is a preselect schedule.

Schedules - TimelinesSchedules - Timelines

• Timeline Templates have been completely overhauled to be much simpler to create and use!

To edit an existing template, select it from the drop down menu.

Click here to add a new template.

New Template:Give your new template a

name and schedule type, then populate the signup methods with the # of days before the

interview you want it to change. NOTE: these

numbers must be negative to represent days BEFORE the

interview date.This is a correctly populated new template.

Schedules - TimelinesSchedules - Timelines

• Each Timeline Change is now it’s own field, allowing you to set a date and time that it will change!

The Current Signup Method field will

now auto-populate, meaning that it

cannot be edited.

Schedules – Other ChangesSchedules – Other Changes

• New Setting: Manage Preselects option can be hidden from employer view until Request Period Closed date.

• Selected Job ID and Title can now be viewed for each student when Moving Preselects.

Schedules – Other ChangesSchedules – Other Changes• You now have the ability to un-require resumes in schedules!

• CSO can now default fields on the Session Profile for you!

Reporting – On-line ReportsReporting – On-line Reports

• There is a new way to generate your reports in real time!

The option to generate this new type of report will be available on both new and saved reports

This type of report allows you to connect directly to the record that you are reporting on!

Reporting - SchedulesReporting - Schedules• Calculated fields available for schedule reports,

as well as the ability to report on specific timeline dates!

New Student FeaturesNew Student Features• Email Job to a Friend: Students can now send

jobs along to their friends, through your Interfase site!

New Student FeaturesNew Student Features

• My Starred Jobs: Allows students to track their favorite Jobs through your site!

Grey StarThis means that the job has not yet been applied to or been chosen as a

favorite. When the student views the job they will see the option to “Star As

Favorite”

Gold StarThis means that the job has been selected as a Favorite. The Student can now view this

job from the “My Starred Favorites” option on the Left Navigation bar.

Green StarThis means that the student has applied to this job through your site. These jobs will

also appear under the “My Starred Favorites” Menu. If the student views the

job they will be able to see the referral they sent the employer.

Event Registration CompletenessEvent Registration Completeness

• An event registration will now need to be completed by a user before it appears in the admin pending bin.

Only registrations with Yes in the new submitted column will be counted towards the Employer Registration Limit on your event.

Event Registration CompletenessEvent Registration Completeness

• New Task List item for Employers and Students who haven’t completed their registration yet.

Clicking on this task will take the user to their incomplete registration, allowing them to finish it

Survey ReportingSurvey Reporting

• You can now include survey results in your Student, Contact and Faculty reports!

Note: Only surveys that were taken using the Pop-up in Interfase will be able to be reported on.

The completion date will appear in the report automatically, if the survey is incomplete this will be noted in the same column

Each question in the survey will appear as a column in your report.

Automatic InactivationsAutomatic Inactivations

• Events and Schedules will now automatically become “Inactive” after their dates have passed.

If you would prefer to disable this function, just set these to the blank option.

How can I learn more?How can I learn more?• Check out the v8.0 Video Tutorials

Click on your Help menu, then scroll down to find the link to the Tutorials page

• Have Questions? Call Support toll free at 866-705-4201 and press 1 Email at support@csoresearch.com NEW: Help Desk information will appear below your account

summary box in Interfase!• Want to review this PowerPoint?

http://www.csoresearch.com/2010roundtables/

THANK YOU!THANK YOU!

• Thank you for attending our CSO Regional Roundtable today!