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Mail Merge

This quick demonstration highlights just some of the features offered by Palustris. Introduction to the Main Screen. Mail Merge. Candidate Registration. Vacancies and Search Profiling. Finding the Right Candidates. Recruitment Process. Event Programmer. Other Screen Shot Samples.

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Mail Merge

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  1. This quick demonstration highlights just some of the features offered by Palustris Introduction to the Main Screen Mail Merge Candidate Registration Vacancies and Search Profiling Finding the Right Candidates Recruitment Process Event Programmer Other Screen Shot Samples

  2. The main screen puts your data at your fingertips. Choose what you would like to see e.g. Vacancies…

  3. The data you choose is presented immediately in a grid. Click to see Candidates

  4. You can choose how to organise this data – including your own User Defined Fields – and the application will remember your preferences Click here to sort columns You can choose to display User Defined Fields

  5. Columns can be moved, sorted, grouped and resized Drag columns for Group by functionality

  6. The data is presented in a style that is probably already familiar to you!

  7. With a Quick Find and Advanced Find, you can always find what you are looking for … filter thousands of records in an instant! Type part of the Candidate’s Name …

  8. With a Quick Find and Advanced Find, you can always find what you are looking for … filter thousands of records in an instant! … to see all Candidates matching “Cha”

  9. Mail Merge Functionality

  10. Mail Merge – Sending a template E mail/Letter takes just a few clicks Choose to send as either a document or an E mail Right Click on Single or Multiple Candidates (or Contacts) Choose a Template that you’ve already prepared ...and choose Mail Merge

  11. Mail Merge – Review the merged letter in MS Word™ Merged Data StandardData

  12. Mail Merge – Preparing Mail Merge Templates is just as easy Choose Template Manager from the Administration Menu

  13. Mail Merge – Add as many templates you need Double Click on a Template to maintain it

  14. Mail Merge – Merging fields requires just a double-click Merge any of the available fields into your document … …and compose your letter

  15. Adding New Candidates (using Drag & Drop) Auto-skilling CVs Parsing of CVs

  16. Adding a New Candidate using drag and drop Drag a CV from an E mail or folder and drop it onto the application

  17. The Add Screen is called automatically! The Parsing Module extracts personal information from CV The grid displays potential duplicates should they exist If you are using our Parsing module, the Candidate details are filled in automatically (otherwise you can paste them in)

  18. 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)

  19. Use MS Word to review the skills found Review the skills using these buttons

  20. Use MS Word to review the skills found Close the document to import the remaining skills Delete Skills found out of context These skills were pre-registered on the system by you

  21. Now we can see what the system has done for us

  22. Use the “tree” view to navigate directly to what you want to see Click here to see his CV

  23. Use the Documents Screen to manage any Candidate documents Double click to open and review The document has been automatically associated with the Candidate, renamed using your preferred naming conventions and stored in your preferred folder Attach Additional Documents e.g. the processed CV

  24. Use the “tree” view to navigate directly to what you want to see Click here to add more details

  25. Enter what information you need for the Candidate Contact Data

  26. Enter what information you need for the Candidate Personal Data etc. Click here to review his Skills

  27. Use the “tree” view to navigate directly to what you want to see …or click here to review his Skills

  28. The screen is designed to help you quickly enter the required data Shows which ones were auto skilled ‘Fine Tune’ the skills if required … … or click here for more information on the Position Sought Add more from your predefined list

  29. 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

  30. 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

  31. CV Parsing Module allows for the bulk import of candidates Simply tell Palustris where to find the CVs to import

  32. Adding a Vacancy and profiling The Search

  33. 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

  34. Enter general information for the Vacancy Add further information as required, or click here to set up the Vacancy Search Profile

  35. All the Vacancy search parameters are located on one screen making it quick and easy to set up Enter general information such as when the vacancy needs to be filled by and….. …the salary being offered … and then set any special conditions Use the ‘skill picker’ to select those of interest … Use the ‘Location’ tab to tell the system where the vacancy is

  36. Now choose the location and you are all set to search for suitable Candidates A hyperlink to a map will be generated for you … or choose from a list of Client Sites Use multiple locations for regional coverage …

  37. Finding the right Candidates for a Vacancy

  38. Finding and Short-listing Candidates for a Vacancy Select the Candidate Search option Right Click the Vacancy of Interest

  39. The Profile screen may be used to weight / filter chosen criteria Use an existing search template or create a new one for future use … using Quick Searches limited parameter set Radial Searching Module provides additional distance searching Or here for a full search using all available parameters Click here to start the Quick Search …

  40. Spend as much time as you need to get the right results Each criteria is scored separately Click to view the data used in the match Results are initially sorted in order of overall suitability

  41. You can quickly and easily investigate the results in detail Use these tabs to view other criteria

  42. 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

  43. 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

  44. Add the Candidates to the Review, Exclusion and Shortlists as appropriate

  45. Spend as much time as you need to get the right results Access to more information is just a click away

  46. Spend as much time as you need to get the right results Check a Candidate’s interest via email … …or check their requirements in depth … …and compare them with those for the Vacancy

  47. Shortlisted Candidates appear under the Vacancy Now let’s take a look at what has happened on the main screen Further information is still just a click away View the List of Candidates already Shortlisted

  48. 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

  49. The Recruitment Process

  50. The Recruitment Process is controlled by tracking Candidates’ status against one or more Vacancies Right Click to choose your next option… This shows the Candidate’s status in relation to this Vacancy

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