Tips &amp; Tricks

TIP TUESDAY! Selections - Your bucket list tool!Tip Tuesday

WHAT IS THE TIP?💡 Did you know that the Selections tool can be used to create lists (or buckets) of applications, opportunities or events of your choosing?WHAT IS THE TIP? Allocating applications to screen Taking ownership of opportunities and events to manage Tracking high potential or diverse candidates Tracking my referrals

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customersuccessCustomer Success Team

TIP TUESDAY! Data Dictionaries - The start of your reporting journeyTip Tuesday

WHAT IS THE TIP?💡 Did you know that the data dictionary allows you to report on information within your system? By adding your data fields to the dictionaries, you can then view this information in layouts and reports. If you want to add an existing data item to a table layout or a report but it does not show, you may simply need to request for it to be added to the relevant Data Dictionary. An item that cannot be found when trying to add it to a table layout In this example, the item Diversity - Gender from the candidate application form cannot be found when attempting to add it to a table layout or a report:

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customersuccessCustomer Success Team

TIP TUESDAY! Reporting using a Saved SearchTIP TUESDAY

WHAT IS THE TIP?💡 Did you know that you can use your public and private Saved Searches in reports? You can save countless minutes by creating a report using a saved search that has already been built.It can also work in reverse, you can create a Saved Search from a report’s population!WHAT IS THE TIP? CREATE A REPORT USING A SAVED SEARCH CREATE A SAVED SEARCH USING A REPORT BENEFITS CONSIDERATIONS COSTS CREATE A REPORT USING A SAVED SEARCH💡 You can quickly fill in reporting populations using pre-existing Saved Searches

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customersuccessCustomer Success Team

TIP TUESDAY! Quick wins with table layoutsTip Tuesday

WHAT IS THE TIP?Make your table layouts work for you with the following helpful tips on table layout personalisation. WHAT IS THE TIP? Layout selection Customise your layout ‘Add Field’ Reorder Sort data Rename columns Hide columns Icons / symbols

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customersuccessCustomer Success Team

TIP TUESDAY! Bulk update your database as though it were an Excel spreadsheetTip Tuesday

WHAT IS THE TIP?💡 Did you know that you can utilise Oleeo’s ‘spreadsheet mode’ function in any results view, and update vacancies or applications in bulk? Pencil and paper symbol to activate ‘spreadsheet mode.’ When spreadsheet mode is activated, items can be updated by simply selecting into the cell and adding the correct values. Add new information, or update existing fields quickly and without fuss - exactly as you would an Excel spreadsheet! Updating an item in ‘spreadsheet mode.’ NB: Items you wish to update in this mode must be marked as ‘bulk

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customersuccessCustomer Success Team

TIP TUESDAY! Testing the true candidate experienceTip Tuesday

WHAT IS THE TIP?Test the true candidate experience when changes have been made to forms or the candidate application portal by utilising the following tips:WHAT IS THE TIP? Log in as candidate Multiple testing accounts Quickly complete forms BENEFITS COSTS NEXT STEPS Log in as candidate💡 ‘Log in as Candidate’ to see how the changes that you have made, affect the candidate. When you make a change to the candidate forms or the application portal, it is best practice to test the candidate experience to ensure this has not been adversely impacted. Navigat

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LukebageCommunity Advocate

Talent Engagement Engine

I’m only posting this as i’m excited and there are very few other people who will get it! Our comms team have been working with us to create a gif for our talent engagement engine which we’ve finally went live with this morning. We have longer term plans on how to scale this up and try to increase engagement but buzzing about the start.Our TEE can be seen here:https://papworth.tal.net/vx/lang-en-GB/mobile-0/appcentre-ext/brand-4/xf-858695fb0387/candidate/jobboard/vacancy/3/adv/ The image changes every 4 seconds.@alan.edwards, when do you think the change will come to have the image move down the screen?

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customersuccessCustomer Success Team

TIP TUESDAY! The power of saved searchesTip Tuesday

WHAT IS THE TIP?Streamline your recruitment administration by creating thoughtful searches that you can revisit time and time again. WHAT IS THE TIP? ‘OR’ searches Dynamic searches Saving iterations of a search Create an Alert Assign a Table Layout Search access privileges BENEFITS

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customersuccessCustomer Success Team

TIP TUESDAY! How to keep up to date with all things OleeoTip Tuesday

WHAT IS THE TIP?💡 Did you know that you can easily keep up to date with everything Oleeo by simply subscribing to the relevant channels on the Community Site? Areas you can subscribe to: News, Blogs & Announcements: which also include quarterly industry update articles, our newsletter, and posts on our customers successes. Tips & Tricks: Learn from other customers, and from Oleeo’s Tip Tuesday!Product Updates: Feature overviews of upcoming products, and the new home of our release notes. On the right hand side of each page, watch out for the following ‘Subscribe’ button. To select this would be to subscribe to that particular topic. Subscribe button

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customersuccessCustomer Success Team

TIP TUESDAY! Quick Search - Application #, Vacancy # & Skills SearchTip Tuesday

WHAT IS THE TIP?💡 Navigate directly to an application using the "a: [id number]" or "A: [id number]" prefix. If no results show, you know instantly that there is no match.(The search is no longer case sensitive and will work irrespective of a space after the colon) Example search using “a: [application id number]” 💡Navigate directly to an opportunity using the "v: [id number]" or "V: [id number]"prefix. If no results show, you know instantly that there is no match. (The search is no longer case sensitive and will work irrespective of a space after the colon) Example

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mkunaseelanValued Partner

Interview email invitations - tip on virtual vs in-person

Want to have one single email invitation email but want to have different stand of text depending if in-person or virtual using expressions e.g. [ifexpr=inpersoninterview][then]Location: datapathtolocation[/then][else]Interview link: htt….[/else][/ifexpr] then the expression check you can use is EXISTS(application.most_recent_interview.candidate_meeting_link) == 1 If you have integration with e.g. MS Teams or you are manually entering the virtual meeting links, then this can be used. If you don’t enter any links or have an intergration, then this won’t work but you could modify the expression to check for a specific master location value instead.

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mkunaseelanValued Partner

Auto-pick a vacancy template

Thanks to my HR Systems Team for this next trick.If you only have one vacancy template that you use and you want it to be the auto-picked template without needing to go through a configuration option and further activity profile work, you can achieve this as follows.Create the vacancy template and ensure at least 1 data item is set (we manually added an opportunity called ‘Select a College/Service...’ that has order ‘1’ for a department local lookup list opportunity item so it appears right at the top of the list.After the form has been saved, we added a bogus ‘DEFAULT USER’ account that isn’t by anyone as a Participant.That’s it :)

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mkunaseelanValued Partner

Capture stage candidate has withdrawn from

In Parliament, we want an email that would be sent to recruiters and a selection panel when an application had been withdrawn e.g. from shortlisting, interviews, offer stage or even during onboarding.I was initially told it’s not something that is recorded in the system. I decided to have a look around and discovered ‘Recruiter Flags’ on the Candidate Flags form that each application has.I created a new ‘Withdrawal Stage’ app item set as per below. In essence, It checks what the current status is and sets the flag appropriately that I had setup to match as a list of values in a lookup list. Hopefully the human translation part I copied will make more sense.In application withdrawn email, we called the flag into the email to confirm what stage the candidate was at before withdrawing. This helped us to understand if we need to take any further action.It’s laid out to set nested ifs - either this or that and carries on with a boolean style decision tree.

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mkunaseelanValued Partner

Email addresses for adverts etc.

In the past, we had set an email address against a lookup item, I would enter the email address as a scoring value for those data items (e.g. a particular department name might have a specific inbox for candidate queries that can be used to automatically populate an advert for a quick ‘contact us’ for example).For example, opportunity item with an ID of 58881 that is ‘Department’ could have a scoring value of oleeojobs@hello.com and then on an advert, you could enter [path]opportunity.formdata.58881:1:1.scoring_value[/path] (so the end is scoring_value rather than just value).Instead, Oleeo support suggested we use the translation option instead (all credit to Julia for this!):On details page of a lookup list, tick any ‘Enable translation to’ option Then Export lookup values and open the downloaded spreadsheet The document will contain two tabs, values an

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