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www.palustris.co.uk
Mail Merge
Introduction to the Main Screen
Candidate Registration
Finding the Right Candidates
Event Programmer
Recruitment Process
Other Screen Shot Samples
Vacancies and Search Profiling
This quick demonstration highlights just some of the features offered by
Palustris
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Choose what you would like to see e.g.
Vacancies…
The main screen puts your data at your fingertips.
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Click to see Candidates
The data you choose is presented immediately in a grid.
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Click here to sort columns
You can choose how to organise this data – including your own User Defined Fields – and the application will remember
your preferences
You can choose to display User
Defined Fields
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Drag columns for Group by
functionality
Columns can be moved, sorted, grouped and resized
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The data is presented in a style that is probably already familiar to you!
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Type part of the Candidate’s Name …
With a Quick Find and Advanced Find, you can always find what you are looking for … filter thousands of records in an
instant!
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… to see all Candidates matching “Cha”
With a Quick Find and Advanced Find, you can always find what you are looking for … filter thousands of records in an
instant!
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Mail Merge Functionality
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Mail Merge – Sending a template E mail/Letter takes just a few clicks
Right Click on Single or Multiple
Candidates (or Contacts)
...and choose Mail Merge
Choose a Template that you’ve already prepared
Choose to send as either a document or an E mail
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Merged Data
Mail Merge – Review the merged letter in MS Word™
Standard Data
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Choose Template Manager from the
Administration Menu
Mail Merge – Preparing Mail Merge Templates is just as easy
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Double Click on a Template to
maintain it
Mail Merge – Add as many templates you need
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Merge any of the available fields into your document …
Mail Merge – Merging fields requires just a double-click
…and compose your letter
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Adding New Candidates (using Drag & Drop)
Auto-skilling CVs
Parsing of CVs
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Adding a New Candidate using drag and drop
Drag a CV from an E mail or folder and
drop it onto the application
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The Add Screen is called automatically!The Parsing Module extracts personal information from CV
If you are using our Parsing module, the
Candidate details are filled in automatically
(otherwise you can paste them in)
The grid displays potential duplicates
should they exist
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Only the data marked with “*” must be entered at this stage
Save the data and close the screen(Word will now present the skilled CV)
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Use MS Word to review the skills found
Review the skills using these buttons
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Use MS Word to review the skills found
Delete Skills found out of context
These skills were pre-registered on the system by you
Close the document to import the
remaining skills
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Now we can see what the system has done for us
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Use the “tree” view to navigate directly to what you want to see
Click here to see his CV
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Use the Documents Screen to manage any Candidate documents
The document has been automatically associated with the Candidate, renamed using your preferred naming conventions and stored
in your preferred folder
Double click to open and review
Attach Additional Documents e.g. the
processed CV
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Use the “tree” view to navigate directly to what you want to see
Click here to add more details
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Enter what information you need for the Candidate
Contact Data
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Enter what information you need for the Candidate
Personal Data etc.
Click here to review his Skills
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Use the “tree” view to navigate directly to what you want to see
…or click here to review his Skills
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The screen is designed to help you quickly enter the required data
Shows which ones were auto skilled
Add more from your predefined list
… or click here for more information on the Position Sought
‘Fine Tune’ the skills if required …
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The more information you enter, the better the match returned from the search engine will be!
Additional positions can be inserted
Or click here to add preferences e.g. locations
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The more information you enter, the better the match returned from the search engine will be!
Candidate’s distance preferences can be maintained with our Radial
Searching Module
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CV Parsing Module allows for the bulk import of candidates
Simply tell Palustris where to find the CVs to import
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Adding a Vacancy and profiling The Search
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Quickly add a Vacancy with the Vacancy Wizard
Enter vacancy information as appropriate
Then choose ‘Save & View’ to go straight to the main vacancy suite
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Enter general information for the Vacancy
Add further information as required, or click here to set up the Vacancy
Search Profile
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Enter general information such as when the vacancy needs to
be filled by and…..…the salary being offered
… and then set any special conditions
All the Vacancy search parameters are located on one screen making it quick and easy to set up
Use the ‘Location’ tab to tell the system where the
vacancy is
Use the ‘skill picker’ to select those of interest …
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Use multiple locations for regional coverage …
A hyperlink to a map will be generated for you
… or choose from a list of Client Sites
Now choose the location and you are all set to search for suitable Candidates
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Finding the right Candidates for a Vacancy
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Finding and Short-listing Candidates for a Vacancy
Select the Candidate Search option
Right Click the Vacancy of Interest
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The Profile screen may be used to weight / filter chosen criteria
Click here to start the Quick Search …
… using Quick Searches limited
parameter set
Or here for a full search using all available parameters
Use an existing search template or create a new
one for future use
Radial Searching Module provides additional distance searching
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Spend as much time as you need to get the right results
Results are initially sorted in order of overall suitability
Each criteria is scored separately
Click to view the data used in the match
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You can quickly and easily investigate the results in detail
Use these tabs to view other criteria
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This screen is used to analyse the results of the search
Vacancy and Candidate details are compared and radial searching allows for additional distance
calculations
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Add the Candidates to the Review, Exclusion and Shortlists as appropriate
Shortlist Candidates for the selected Vacancy or add them to a list for
revision later
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Add the Candidates to the Review, Exclusion and Shortlists as appropriate
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Spend as much time as you need to get the right results
Access to more information is just a
click away
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Check a Candidate’s interest via email …
…or check their requirements in depth …
…and compare them with those for the Vacancy
Spend as much time as you need to get the right results
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Shortlisted Candidates appear under the Vacancy
Further information is still just a click away
View the List of Candidates already Shortlisted
Now let’s take a look at what has happened on the main screen
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Records are updated automatically and everything is kept in sync
The Vacancy now has a Status of Shortlisted
Click here to progress the Candidate further on a
Vacancy
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The Recruitment Process is controlled by tracking Candidates’ status against one or more Vacancies
This shows the Candidate’s status in relation to this Vacancy
Right Click to choose your next option…
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…record the Candidates’ progress…
..e.g. The Candidate’s CV has been sent to the Client
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The status changes here
…record the Candidates’ progress…
Click on notes to see the entire history of what’s happened to the Vacancy
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…and see what is happening and what has happened to the Vacancy
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Records are updated automatically and everything is kept in sync
Now let’s change the Status to
‘Interviewed’
Select ‘Interviewed’
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Records are updated automatically and everything is kept in sync
Status now shows as Interviewed here …
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Records are updated automatically and everything is kept in sync
… and here on the main grid
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The Event Programmer programs the application to automatically perform tasks when predefined business events
occur
Choose Event Programmer from the Administration menu
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The Event Programmer programs the application to automatically perform tasks when predefined business events
occur
Choose what type of Event you wish to program
Choose what the system must generate when these events occur
Fill in the Subject (and body if sending
an email)
Choose an attachment for emails Automatically log the
communication (Event Logging)
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To see the previous task in use, we can set a status to Awaiting Interview
Every time a Candidate’s status is set to Awaiting Interview, the
Event Programmer generates the email you programmed
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Other Screen Shot Samples
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Palustris Full-Text Searching
Saved queries
Use full fuzzy queries
Click on a result to open the document Shows if the “owner” of the
document is already registered in Palustris
Define search scopes
Returned CVs can be previewed in another window
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Palustris Candidate Ad-hoc Searching
Saved queries
Text search on CVs
Group ANDs and ORs
Radial Searching Module provides additional distance
searching
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Download Candidates from Web
Download Candidate and CVs
View Data
Handle Duplicates
Add to database with click of
button
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Reporting – Potential Revenue
Available Reports
You may choose what should appear
in the report
Reports can be exported to Excel for further manipulation
Filter reports on chosen data
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Reporting – Vacancies Lost at Status
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Event Calendar – Showing current Consultant’s Events (Diary)
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Tasks Calendar – Showing current Consultant’s tasks
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Security Screen showing all options available to an Administrator
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Palustris Map (taken from online help)Shows logical overview of the system
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Other features not presented
• Automatic Web publishing of chosen Vacancies• Outlook integration – import and export candidates or client contacts• User Defined Fields – define your own fields in the application• Advertising Management with performance statistics• Prospective searching – search Clients’ likely or historic requirements when there’s no current vacancy• Full management of own static data (dropdown lists, skills etc)• Fee rates hierarchy – Company -> Client -> Vacancy• Currency management• Automatic logging of sent Emails• Document management for Clients, Vacancies and Candidates
And finally!
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Phone us on: +44 (0) 845 37 007 37 Fax us on: +44 (0) 1293 127 277
The End
For more information please visit our website at www.palustris.co.uk
For sales and general enquiries you can contact us as follows:
Sales:
Support:[email protected]@palustris.co.uk
Write to us at: Jarrett & Lam ConsultingThe Laurals75 Reigate RoadHookwood, HorleySurreyRH6 0HL
Where we are: Map to J&L