RATS Tutorial

Recruiter Training : 

Recruiter Training Burgess & Associates Presented by: Daniel Needles – Partner

Agenda : 

Agenda Welcome! How we are different. What we do. What is RATS? “Hands on” Tour of RATS. Walk thru of Common Tasks in RATS. Questions? Need Help?

Welcome to the Burgess Associates Team! : 

Welcome to the Burgess Associates Team! We are happy to have you on board as we are rapidly expanding and look forward to developing a mutually rewarding professional relationship over the coming years.

How We Are Different : 

How We Are Different We value our partners. Large chunk paid to recruiters 50% Additional perpetual commissions: New companies – 5% (or one-time 15%) New recruiters – 5% (or one-time 15%) New candidates – 5% (if placed within 6 mo) We’re an alternative to job boards. Deep roots into the IT industry. IT Experts assist our recruiters. Resume doctors assist our candidates. We’re Client focused. We filter and coach our candidates. Use personal connections to find job orders. Do what Americans do best – customer service. We’re honest, direct, and do what is right.

Wait, How Much Do I Get Paid? (1 of 2) : 

Wait, How Much Do I Get Paid? (1 of 2) Placements - 50% Example - On a 100K job if B&A gets 20%, the recruiter would get $10,000 (100K * 0.20 * 0.5) New Companies - 5% perpetual or 15% one time: 5% perpetual - All future jobs placed at that company the recruiter can choose to get 5%. Example: On 3 100K jobs if B&A gets 20% for each, the recruiter would get $3,000 (3 * 100K * 0.20 * 0.05) Or 15% one-time. Example: On the first 100K job placed if B&A gets 20% for each, the recruiter would get $3,000 (100K * 0.20 * 0.15)

Wait, How Much Do I Get Paid? (2 of 2) : 

Wait, How Much Do I Get Paid? (2 of 2) New Recruiters - 5% perpetual or 15% one time: 5% perpetual – For all future jobs placed by the new recruiter, the original recruiter can choose to get 5%. Example: On 3 100K jobs if B&A gets 20% for each, the recruiter would get $3,000 (3 * 100K * 0.20 * 0.05) Or 15% one-time. Example: On the first 100K job placed if B&A gets 20% for each, the recruiter would get $3,000 (100K * 0.20 * 0.15) New Candidates - If the recruiter loads a candidate into RATS and that candidate is placed within 6 months, the recruiter will receive 5%. Example: On a 100K job if B&A gets 20%, the recruiter would get $1,000 (100K * 0.20 * 0.05)

What We Do : 

What We Do Recruiter Reviews Job Requirements. Identifies Candidate. Uploads Candidate into RATS. Contacts/ Qualifies Candidate. Experts Validate Candidate. Editors Provide Resume Services. Corporate Liaison Presents Candidate. Entire Team Enables and Grooms Candidate.

What Is RATS? : 

What Is RATS? Our candidate and company tracking system is called RATS. RATS is user friendly and very effective in helping us streamline our operation. This next section is a brief hand on tour of RATS. Feel free to ask questions at any time during the tour.

RATS Tour: Logging In : 

RATS Tour: Logging In Logging into RATS is very simple. Just go to: http://64.22.125.132/cats/index.php?m=login Enter your username and password provided to you.

RATS Tour: The Dashboard : 

RATS Tour: The Dashboard Upon logging in, you will arrive at the dashboard. The rest of the RATS tour will guide you through the tabs that line the top of the web page: Dashboard Activities Job Orders Candidates Companies Contacts Lists Calendar Reports Settings

RATS Tour: The Other Tabs : 

RATS Tour: The Other Tabs Dashboard Presents the Dashboard. Activities Recounts recent events that recruiters have logged into RATS. Job Orders Lists job orders and some brief info about them. Candidates Lists candidates and some brief info about them. Companies Lists companies and potential clients. Contacts Lists contacts. Lists Used to track processes. Submitted to Quality Control Passed QA, Submit Failed QA Calendar Shows all events for a specified time period. (Events can be designated either Public or Private) Reports Like Activities but also covers Candidates, Job Orders, etc. Settings Enables password changes and to view your contact Info. The tabs you will use primarily are: job orders, candidates, settings.

RATS Tour: Initial questions? : 

RATS Tour: Initial questions? What questions do folks have? Any areas they do not see covered? The next section “Using RATS” will revisit RATS in the context of finding, adding, and submitting candidates.

Using RATS : 

Using RATS Review Job Requirements. Find Candidate(s). Contact & Qualify Candidate(s) Upload & Submit Candidate to RATS. Log ALL Activities. Calls to candidate. Resume updates. Submit Candidate for approval. Withdraw Candidate from a Job Order. Watch Candidate’s Progress. Expert and editor updates. Responses from company. Recruiter Tasks & RATS

Using RATS: Review Job Req (1 of 2) : 

Using RATS: Review Job Req (1 of 2) Review Job Requirements 1. Click on the tab “Job Orders.” 2. From pull down, select “Active jobs.”

Using RATS: Review Job Req (2 of 2) : 

Using RATS: Review Job Req (2 of 2) Review Job Requirements 3. Click on the specific Job Order and view the details.

Using RATS: Find Candidate(s) (1 of 7) : 

Using RATS: Find Candidate(s) (1 of 7) Now that the requirements are known, the next task is to find the candidate. What methods does the audience use to find candidates? Examples: Search RATS Google Others Trade Email Lists LinkedIn, Facebook Job Boards

Using RATS: Find Candidate(s) (2 of 7) : 

Using RATS: Find Candidate(s) (2 of 7) Search RATS 1. Click on the “Candidate” tab. 2. Select “Search Candidates” link beneath the “Activities” tab.

Using RATS: Find Candidate(s) (3 of 7) : 

Using RATS: Find Candidate(s) (3 of 7) Search RATS (Continued) 3. Select the drop down option “Resume Keywords.” 4. Enter a boolean search and click the “Search” button.

Using RATS: Find Candidate(s) (4 of 7) : 

Using RATS: Find Candidate(s) (4 of 7) Quick side discussion on Searches Quick Search Advance Search Normal Search Grouping Words by “” (Otherwise they can be scattered throughout resume) Statements by brackets Operators Or And Not ‘*’ at beginning or end of word indicate partial match allowed. Examples

Using RATS: Find Candidate(s) (5 of 7) : 

Using RATS: Find Candidate(s) (5 of 7) Search RATS (Continued) 5. Click on the Spy Glass to view details of a bulk resume. 6. Use information found to use better search terms and iterate.

Using RATS: Find Candidate(s) (6 of 7) : 

Using RATS: Find Candidate(s) (6 of 7) Google Searches Combine Search With Optional Key Word and Key Word Exclusions (resume | cv | vitae | homepage) “KEYWORDS” -about -jobs –apply -submit Search Title of Web Pages (intitle:resume | intitle:homepage | intitle:vitae) “KEYWORDS“ -about -jobs -apply –submit (intitle:"resume for" | intitle:"resume of") “KEYWORDS" –job -apply -submit Search with Synonym operator (~) Searches for word, synonyms, alternate endings ~resume “KEYWORDS" -job -apply -submit Search with Synonym operator and use Title, Url, and File Type searches ~resume (filetype:pdf | filetype:doc | filetype:rtf | filetype:htm | filetype:html | intitle:resume | inurl:resume | intitle:homepage | inurl:homepage) “KEYWORDS" -job -apply –submit Search Specific Sites Via Google (resume | homepage | profile | bio) site:craigslist.org “KEYWORDS“ inurl:"/res/"

Using RATS: Find Candidate(s) (7 of 7) : 

Other methods Keep Up, Things evolve MySpace went from nothing, to everything to nothing again as Facebook took over. Trade Email Lists Company sponsored .Orgs Self Branding (LinkedIn, Facebook) If you don’t use, get connected now Build connections as you Candidate Join groups that relate to positions Job Boards – evolve quickly Using RATS: Find Candidate(s) (7 of 7)

Using RATS: Contact Candidate(s) : 

Using RATS: Contact Candidate(s) Quick side discussion on Qualifying Technical Review content and conveyance of resume Do homework on jargon Soft Skills Do verses say Show verses tell Greatest strength is greatest weakness and visa versa Ask the necessary questions missing from their resume Work status – Citizen, H1 VISA, Green Card? Security clearance? If so, what level, is it active, who holds it? Are they willing to relocate? Work schedule or travel restrictions? Audience opinions, observations

Using RATS: Upload & Submit Candidate (1 of 8) : 

Using RATS: Upload & Submit Candidate (1 of 8) Add Candidate to RATS 1. Click on the “Candidates” tab. 2. Click the “Add Candidate” link below the “Dashboard” tab.

Using RATS: Upload & Submit Candidate (2 of 8) : 

Using RATS: Upload & Submit Candidate (2 of 8) Add Candidate to RATS (Continued) 3. Copy the contact information from the bulk resume or Internet resume. (NOTE: See slide “Using RATS: Find Candidate(s) (5 of 7)” to learn how to view Bulk Resumes.)

Using RATS: Upload & Submit Candidate (3 of 8) : 

Using RATS: Upload & Submit Candidate (3 of 8) Add Candidate RATS (Continued) Add Candidate to RATS (Continued) 4. Paste the contact info into the right box shown below. 5. Click the “” button to populate the first set of fields.

Using RATS: Upload & Submit Candidate (4 of 8) : 

Using RATS: Upload & Submit Candidate (4 of 8) Add Candidate to RATS (Continued) 6. Manually fill out the header fields that didn’t populate. 7. Scroll down, click the “Browse” button, navigate to the resume, and click “Open.” IMPORTANT: DO NOT UPLOAD .DOCX FORMAT (MS WORD 2007) INSTEAD USE .DOC FORMAT (MS WORD 2003.)

Using RATS: Upload & Submit Candidate (5 of 8) : 

Using RATS: Upload & Submit Candidate (5 of 8) Add Candidate to RATS (Continued) 8. Fill out the remainder of the fields. 9. Scroll to the bottom of the page and click the “Add Candidate” button.

Using RATS: Upload & Submit Candidate (6 of 8) : 

Using RATS: Upload & Submit Candidate (6 of 8) Submit Candidate For Review 10. Scroll down and click on the “Add This Candidate to Job Order Pipeline” link. A new window “Add Candidates to Job Order Pipeline” will appear.

Using RATS: Upload & Submit Candidate (7 of 8) : 

Using RATS: Upload & Submit Candidate (7 of 8) Submit Candidate For Review (Continued) 11. Either a) Select an active job from the list. b) Search by Job Title. C) Search by Job Title. 12. A new window will open up. Click close.

Using RATS: Upload & Submit Candidate (8 of 8) : 

Using RATS: Upload & Submit Candidate (8 of 8) Submit Candidate For Review (Continued) 13. Click on the small upside down triangle at the right of the person’s name. 14. Select “Add to List” A new window will open as shown below. Then… 15. Check the “Submitted to Quality Control” option and click the “Add to Lists” button.

Using RATS: Log All Activities (1 of 4) : 

Using RATS: Log All Activities (1 of 4) Log Activities 1. Click on the “Candidates” tab. 2. Click the candidate that requires updating.

Using RATS: Log All Activities (2 of 4) : 

Using RATS: Log All Activities (2 of 4) Log Activities (Continued) 3. Scroll to the bottom of the page. 4. Click “Log an Activity” link at the bottom of the main window.

Using RATS: Log All Activities (3 of 4) : 

Using RATS: Log All Activities (3 of 4) Log Activities (Continued) 5. Select the job order the comment is regarding. 6. Select the proper “Activity Type” from the drop down window. 7. IMPORTANT: Enter detailed notes regarding the activity.

Using RATS: Log All Activities (4 of 4) : 

Using RATS: Log All Activities (4 of 4) Log Activities (Continued) 8. Click the “Save” button. 9. In the new window click the button “Close”.

Using RATS: Submit Candidate (1 of 5) : 

Using RATS: Submit Candidate (1 of 5) Submit Candidate For Review 1. Click on the “Candidates” tab. 2. Click the candidate matching the job order.

Using RATS: Submit Candidate (2 of 5) : 

Using RATS: Submit Candidate (2 of 5) Submit Candidate For Review (Continued) 3. Scroll to the bottom of the page. 4. Click “Log an Activity” link at the bottom of the main window.

Using RATS: Submit Candidate (3 of 5) : 

Using RATS: Submit Candidate (3 of 5) Submit Candidate For Review (Continued) 5. Select the job order the candidate will be submitted for. 6. Check the “Change Status” box which will enable “Activity Type” 7. IMPORTANT: Select “Submitted” from the drop down. 8. IMPORTANT: Do NOT check “Send E-mail Notification to Candidate”.

Using RATS: Submit Candidate (4 of 5) : 

Using RATS: Submit Candidate (4 of 5) Submit Candidate For Review (Continued) 9. Click the “Save” button. 10. In the new window click the button “Close”.

Using RATS: Submit Candidate (5 of 5) : 

Using RATS: Submit Candidate (5 of 5) Submit Candidate For Review (Continued) 13. Click on the small upside down triangle at the right of the person’s name. 14. Select “Add to List” A new window will open as shown below. Then… 15. Check the “Submitted to Quality Control” option and click the “Add to Lists” button.

Using RATS: Withdraw Candidate (1 of 4) : 

Using RATS: Withdraw Candidate (1 of 4) Withdraw Candidate From a Job 1. Click on the “Candidates” tab. 2. Click the candidate you want to withdraw from the job order.

Using RATS: Withdraw Candidate (2 of 4) : 

Using RATS: Withdraw Candidate (2 of 4) Withdraw Candidate From a Job (Continued) 3. Scroll to the Job Order Pipeline area of the page. 4. In the correct row for the job click the edit icon (last column titled Action)

Using RATS: Withdraw Candidate (3 of 4) : 

Using RATS: Withdraw Candidate (3 of 4) Withdraw Candidate From a Job (Continued) 5. Check the “Change Status” box which will enable “Activity Type” 6. IMPORTANT: Select “Not in Consideration” or “Client declined” from the drop down if the candidate withdrew, or the client declined respectively. 7. IMPORTANT: Do NOT check “Send E-mail Notification to Candidate”.

Using RATS: Withdraw Candidate (4 of 4) : 

Using RATS: Withdraw Candidate (4 of 4) Withdraw Candidate From a Job (Continued) 8. Click the “Save” button. 9. In the new window click the button “Close”.

Using RATS: Watch Progress : 

Using RATS: Watch Progress Candidate Tab Log ALL activity in the “Activities” entries Observe uploaded resume updates Job Orders Tab Watch “Candidate Pipeline” entries Update to job status

Things to Remember : 

Things to Remember Questions? Hit the partners@my-recruiter.com first Candidate Submitting Ask for forgiveness, not permission. If the job description is vague, submit. It is the quickest and often only way to clarity. Don’t forget to add the candidate to the “Submitted for Quality Control” list.

Questions? Need Help? : 

Questions? Need Help? The Forum RATS: http://64.22.125.132/cats/index.php?m=login Email List: partners@my-recruiters.com Email List Sign up - at http://my-recruiters.com/list Email Archive Search http://ww.my-recruiters.com/search Wiki http://www.my-recruiters.com/wiki Jack Burgess Ph 781.854.3575. Email: jack@burgess-associates.com Social Networking: LinkedIn, Facebook, Twitter Messenger: GoogleTalk, Skype, Yahoo. Daniel Needles Ph 512.627.6694. Email: dneedles@burgess-associates.com Social Networking: LinkedIn, Facebook, Twitter Messenger: GoogleTalk, Skype, Yahoo.