How to use Placement Partner’s electronic file storage and retrieval system.
Photo by Michal Marcol
Did you know that you can attach copies of important documents to your candidates and clients records? A candidate’s original CV, copy of an ID, certificates, contracts, letters of appointments, referral letters…the list of documents you are able to attach to Placement Partner is endless.
It’s also very simple to do. There are just two things to keep in mind: the document needs to be in an electronic format which is not bigger than 2MB and make sure the document is in a format that you can open before you attach it. In other words, if you can open and read the document before you attach it, you will be able to access and open the document after you attach it. So yes, it can be in any format (Word, PDF, excel, etc.). If you don’t have an electronic copy of a document, a scanned copy will work perfectly too. If the document you need is attached to an email, save it onto your desktop or into your ‘My Documents’ before you start the attachment process.
So how do I attach a document?
On the file attachments section (found in Candidates, Clients and Vacancies) click on Browse, select the folder where the document is saved on your computer and then click on the document to attach it. Click Apply to upload the document to the server.
What do I do if the document type I want to attach is not listed under file attachments?
All you need to do is to ask you Super User to please add the type for you. The list of file attachments can be customised and your Super User can add to or edit the list of options.
Why can’t I delete a document I attached?
This is a built in security feature and helps to prevent accidental deletions of important records. If you attached the incorrect document or attached a file to the wrong file type, simply replace it with the correct one. The system will only save the last file attached. The system can also only store one file per attachment type, so do not attach more than one document per file attachment option. Example: If you have already attached a certificate to a candidate’s record and want to add another certificate, first combine the certificates into one document and then attach, or ask your Super User to add another option to attach certificates.
How do I retrieve a document that I have attached?
Click on the link next to the relevant file attachment type which says ‘Get Attachment’. If there is no link it means a document has not been attached to that particular file option.
Confused or can’t make sense of this? If you need any help at all, email support@parallel.co.za and we will be glad to help.
The Placement Partner Team
What’s New?
The Placement Partner Team are continuously developing and improving Placement Partner.
These are some of the new improvements to the system:
As always, we welcome your feedback and would love to know what you think of the new developments on the system.
The Placement Partner Team
Making the Most of your Website
Top Tips on Sourcing Candidates through your Company Website
Image Courtesy of Stuart Miles / Freedigitalphotos.net
Are you making use of the Placement Partner Web links on your website? If you already are, you can increase the amount of traffic to your site by following these simple steps….
Advertise your vacancies on your website by using the advertising tab on the Vacancy section of Placement Partner. Once you have written your advert, tick the Advert visible tick box and the advert will instantly be posted to your website.
Create awareness about your website using your social networks such as Facebook, Twitter, LinkedIn etc. Use these platforms to tell candidates that they can view your vacancies and apply for positions on your website. This is a sure way to boost traffic to your website and increase Ad response.
Search candidate responses to your web adverts effectively. Candidates are required to submit their original CV when applying for jobs on your website, this is very helpful as you are able to search these original CV’s, using keywords, once they are in your Post Box. Also, all vacancy applications will be linked to a vacancy reference number, making it easy to spot and sort CV’s.
If you are not already making use of this service and would like more information, you are always welcome to contact us. If you are making use of this service, but want to make sure you are using it to its full potential, we will be happy to guide you. Give us a shout at support@parallel.co.za.
File Attachments
How to use Placement Partner’s electronic file storage and retrieval system.
Photo by Michal Marcol
Did you know that you can attach copies of important documents to your candidates and clients records? A candidate’s original CV, copy of an ID, certificates, contracts, letters of appointments, referral letters…the list of documents you are able to attach to Placement Partner is endless.
It’s also very simple to do. There are just two things to keep in mind: the document needs to be in an electronic format which is not bigger than 2MB and make sure the document is in a format that you can open before you attach it. In other words, if you can open and read the document before you attach it, you will be able to access and open the document after you attach it. So yes, it can be in any format (Word, PDF, excel, etc.). If you don’t have an electronic copy of a document, a scanned copy will work perfectly too. If the document you need is attached to an email, save it onto your desktop or into your ‘My Documents’ before you start the attachment process.
So how do I attach a document?
On the file attachments section (found in Candidates, Clients and Vacancies) click on Browse, select the folder where the document is saved on your computer and then click on the document to attach it. Click Apply to upload the document to the server.
What do I do if the document type I want to attach is not listed under file attachments?
All you need to do is to ask you Super User to please add the type for you. The list of file attachments can be customised and your Super User can add to or edit the list of options.
Why can’t I delete a document I attached?
This is a built in security feature and helps to prevent accidental deletions of important records. If you attached the incorrect document or attached a file to the wrong file type, simply replace it with the correct one. The system will only save the last file attached. The system can also only store one file per attachment type, so do not attach more than one document per file attachment option. Example: If you have already attached a certificate to a candidate’s record and want to add another certificate, first combine the certificates into one document and then attach, or ask your Super User to add another option to attach certificates.
How do I retrieve a document that I have attached?
Click on the link next to the relevant file attachment type which says ‘Get Attachment’. If there is no link it means a document has not been attached to that particular file option.
Confused or can’t make sense of this? If you need any help at all, email support@parallel.co.za and we will be glad to help.
The Placement Partner Team
SUPPORT
support@parallel.co.za
Not sure where to start with capturing a new candidate? Struggling with completing a vacancy? Can’t login? Need help with customisation? Whatever your problem, the Placement Partner Team is standing by, ready to assist you. To make it easier for you to contact us when you need help, we have created a support email address: support@parallel.co.za. Simply send us an email with your question or problem and a member of the Placement Partner team will gladly assist you.
You are of course still welcome to call our head office (012 643 1654) or call our support consultant, Joanne (082 333 6686) if you prefer.
Don’t forget to also consult your Placement Partner User Manual, which is full of step by step information, hints and tips to help you become a real Placement Partner ‘guru’.
We also welcome your input, suggestions and feedback; please feel free to email us on the support email address with details.
We look forward to hearing from you!
The Placement Partner Team
SMS
Did you know that the very first SMS message was sent in the UK on 3 December 1992, by a 22 year old test engineer and contained the words “Merry Christmas”? Today, SMS text messaging is the most widely used data application in the world. More than 6.1 trillion messages were sent in 2010, three times the number of SMS’s sent in 2007! This means that 200 000 SMS’s are sent every second around the world!
The use of text messaging for business purposes has grown considerably in recent years and as companies seek competitive advantages, many employees turn to new technology and real-time messaging such as SMS.
Placement Partner strives to be at the forefront of technology and offers a simple to use, yet very valuable SMS function. SMS is a fast, effective and affordable solution for consultants to maintain contact with their candidates.
Some examples of text messages consultants can send to candidates would be: to confirm interview times, send candidate’s directions to get to an interview, the time and place of an interview, confirm receipt of a CV, feedback on a job application process, to check availability of a candidate or simply to check a candidate’s interest in a position.
SMS’s can be sent in bulk to candidates already on your database or candidate details can be inserted manually. All sent messages are recorded on a log and the status of the message (e.g. delivered, undelivered, pending) can be checked against the cellphone number the SMS was sent to.
Candidates can reply to the SMS sent via Placement Partner and all replies will also be recorded in the SMS log. A consultant can subscribe to receive SMS’s reply notifications either via email or SMS on their settings menu.
To send an SMS, click SMS -> Send SMS on the top navigation bar and follow the steps 1 to 3.
Do remember however that in order to send SMS’s from Placement Partner, you first need to buy SMS credits. To buy credits or for more information on SMS bundles, please email joanne@parallel.co.za .