The Carerix “My Assistant” offers more insights to stay focused on the ongoing procedures, activities and sales processes. The dashboard shows the user's main workload. You can see the complete match funnel at a glance, where you can see which candidate has been matched to which job at which client.

My Assistant immediately shows how long it has been since the match was set to the current phase. As a manager, you can easily manage agreements. Matches that have been on a certain match phase, for instance, more than three days, must be followed up.

The dashboard is transparent per recruiter. You can view the dashboard of other users if the user role allows this.

You can reach “My Assistant” via the button between the logo and the search bar

My Assistant shows, among other things, the following tabs:

(Click on a link to go directly to this section)

You can arrange the tabs in the order you like best by dragging the tabs left or right.

As an Administrator, you can choose “My Assistant” to replace the current startup dashboard. It will show as startup screen when no other template is set as startup dashboard.

You can do this easily via Maintenance → Templates → tab Document → Search for STARTUP → Open file → Delete the code “STARTUP”.

As soon as you log in again, My Assistant will immediately show as home dashboard for all users.

Click on an active tab to switch between list and kanban view (if available).

Example:

Result:
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The Kanban view is available for Matches, Leads, Opportunities, and Placements.

The Activities tab gives you even more insight into your workday. Your calendar shows the schedule for today and tomorrow, and you'll also see your upcoming tasks. Our triggers help you automatically create tasks, which you can now easily view and track.

Appointments are visible when the Calendar function is activated.

The task view shows the tasks that are active, with a "in progress" or "todo" qualifier

To define the statuses for the tasks you want displayed

Go to Maintenance → Tables → Filter for table equals "Task Status"→ open to check the settings

The numbers at the top represent data about Matches at a particular match stage group.

All match stage groups are inherited from the match group structure, except the last two: successful and unsuccessful. These modified match stage groups are only visible on the dashboard and are displayed at the end of the funnel.

We have several ways to help you work even smarter and more efficiently, including:

👉 Stage Changed: Shows how long ago the match was set to the current stage and this column is sortable

👉 Action: from here you can easily plan an appointment or call up an email template

👉 Automatically clean up (outdated) matches

Clicking on each of the Match stages at the top will load a related overview below.

The columns

Columns Match stage, Status (Candidate), and Status (Job Order) are editable from the overview.

On the Details page of Candidate, tab General here is a Match funnel that relates to this particular Candidate

On the Details page of Job Order, tab General here is a Match funnel that relates to this particular Job Order

The same applies to the Company page (General tab on the Details page of the Company)

The Administrator can turn off the visibility of the Match funnel for Candidate, Job Order, and Company in the details page tab "General"

Go to Settings → Seamless panel → showRecordDetailMatchFunnel

Within My Assistant, we can alert users to matches that are taking longer than the agreed-upon timeframe. A common example we see from our clients is that they want a candidate to receive a response within 24 hours of applying.

As an administrator, you determine after how many hours the match phase turns red and displays a (!) icon. This can be configured generically for all matches in the dashboard; this is called the match SLA.

As an administrator you can adjust the "SLA" on three levels: For the entire dashboard, per match stage group and per individual match stage.

Instructions are below:

It is very important to keep track of the speed of ongoing procedures. By informing users about matches that have been in a certain match phase for too long, we can ensure that they stay fully focused on these procedures and increase the chances of a successful match.

The Match tab in "My Assistant" contains a column with recommended actions. This can include actions such as sending emails from the template list, and it can also include the option to schedule an appointment, along with its details.

The appointment (date and time) and option to create an appointment will be displayed if these conditions are met

After completing these steps, it's good to know a few details:

My Assistant helps you quickly clean up all incorrect matches.

My Assistant has an automatic alert function for incorrect matches . This could be a match with an available candidate for a filled job:

The icon below informs the user that there is an active match for an already filled job (inactive). The following icon will then appear in the dashboard, even for an inactive candidate:

As soon as you click on the icon, the "match clean up" appears , in which the dashboard asks you whether you want to close the remaining matches on the active job or inactive candidate:

Settings in Carerix
To activate the cleanup tool in the dashboard, we need to know the active statuses of a job and candidate. As an administrator, you can easily specify this for the table items. Administrator → Tables → "Table equals" → "Candidate Status" → open status → specify the status at "Candidate Class":

When matching, you don't want to see files with an inactive status. In most cases, you don't want to interview a placed candidate with other clients, and you don't need to bring a filled job to the attention of job seekers.

The Jobs section in My Assistant provides direct insight into your jobs and their statuses. You can see at a glance which jobs have the status "Open," how many matches there are, and whether any candidates are already in the process.

The last column shows the fill rate. This is ideal when you're looking for multiple candidates for a single position. For example, if you have a job for five people and two have already been recruited, the fill rate will immediately tell you that you're still looking for three more.

Thanks to the start date and created date columns, you can also easily see which Jobs have priority and whether you are still on track to fill them on time.

In the Candidates section of My Assistant, you can easily filter your talentpool based on status. This way, you can immediately see which candidates are available, who has an expiring project, or who needs priority assignments.

Thanks to the Match Funnel's insights, you can also see at a glance where a candidate is in the process. You can see how often someone has been introduced to a client, whether interviews are already underway, and whether the candidate has been involved in the process before.

In short: you gain direct insight into the candidates and their procedures.

The "Opportunities" tab provides a quick overview of the most important opportunities. You'll immediately see which programs are available, and for more information, click through to the relevant dossier.

The "Placements" tab is now available in My Assistant and offers a complete overview of your process. Focusing on the most important details, this feature provides quick and easy access to the most relevant information. For more detailed information, you can still refer to the original files.