Release Notes May 2018

Applicant Tracking/Onboarding

Offer Letter:  Create and manage your organization’s offer letters

To create offer letter templates:

1. Login as an Administrative User.
2. From the Main Menu in the Candidate or Onboarding module, click Offer Management.
3. Select the Create New Offer Letter button
4. Enter the letter contents in the Letter Body.
5. Click Save Version.

To create multiple versions of an offer letter:

1. Login as an Administrative User.
2. From the Main Menu in the Candidate or Onboarding module, click Offer Management.
3. Select an offer letter.
4. Click the Create Version The Offer Letter Versions will display the next numeric value.
5. Edit the body and click Save Version.

 To delete an offer letter template:

1. Login as an Administrative User.
2. From the Main Menu in the Candidate or Onboarding module, click Offer Management.
3. Identify the template you wish to remove and click the Delete icon.

 

To send an offer letter from the Candidate Module:

1. Login as an Administrative User.
2. From the Main Menu in the Candidate module, select Candidates. Choose the candidate to whom you’d like to send the offer.
3. Click on the Offer Letter tab.
4. Select the Offer Letters button and choice the letter and version you would like to send by clicking on the Create Offer
5. Fill out the offer letter fields: Location, Start Date, and Compensation.  Click Save.
6. The offer letter will display in the Offer Status as Pending.
7. When the candidate has viewed the letter, the date they opened the offer will display under Date Viewed. The status will display one of the following:
   • Pending: Candidate has not accepted or rejected the letter
   • Accepted: Candidate has accepted and electronically signed the offer letter
   • Rejected: Candidate has rejected the offer.  They can enter notes that will be emailed to the Administrative User.
8. When the candidate Accepts or Rejects the offer letter, the Administrative User will receive an email alert.

To send an offer letter from Onboarding:

1. Login as an Administrative User.
2. From the Main Menu in the Onboarding module, select Employees. Choose the candidate to whom you’d like to send the offer.
3. Click on the Offer Letter tab.
4. Select the Offer Letters button and choice the letter and version you would like to send by clicking on the Create Offer
5. Fill out the offer letter fields: Location, Start Date, and Compensation.  Click Save.
6. The offer letter will display in the Offer Status as Pending.
7. When the employee has viewed the letter, the date they opened the offer will display under Date Viewed. The status will display one of the following:
   • Pending: Candidate has not accepted or rejected the letter
   • Accepted: Candidate has accepted and electronically signed the offer letter
   • Rejected: Candidate has rejected the offer.  They can enter notes that will be emailed to the Administrative User.
8. When the employee Accepts or Rejects the offer letter, the Administrative User will receive an email alert.

 Employee Management

 Features

1.  Added ability to include mutiple driver license entries:

2.  Tracking employee training in the new Training section.  Add Training courses and descirptions in the Employee Management Settings.  Assign and tracking training employee's have completed in their employee records.

1. Login as an Administrative User.
2. From the Main Menu in the Employee Management section, select Employees.  
3. Click the Training tab.
4. Select the New Training button and fill out the fields.
5. Click Save Training.