What is the Carerix “My Assistant”
The Carerix “My Assistant” offers more insights to stay focused on the matches. 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 vacancy 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.
Set it up with "Startup" code
As an Administrator, you can choose “My Assistant” to replace the current 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, the new dashboard will immediately show.
How to get to “My Assistant” dashboard
You can find the “My Assistant” dashboard via the new button between the logo and the search bar.
Match funnel on top
The numbers at the top represent data about Matches at a particular Match stage group
Total matches in a particular Match stage group (clickable)
Name of Match stage group
Period
The first match stage group is always preselected
Success and Unsuccessful are the custom groups that are visible only on the Dashboard and placed at the end of the match funnel.
Success represents all match stages which have parameters “Match process is finished successfully” and “Final stage” set to Yes (In Maintenance → Match stages → open needed Match stage → checkbox “Match process is finished successfully” and “Final stage” set to yes)
Unsuccessful all match stages which have the parameter “Final stage” set to Yes (In Maintenance → Match stages → open needed Match stage → “Final stage” set to yes)
If somehow you want to move a Match stage group behind Unsuccessful, the index of that Match stage group needs to be < 990
Overview of each Match stage
Clicking on each of the Match stages at the top will load a related overview below.
The columns
Stage
Stage changed (shows how long it has been since the match was set to the current phase and this column is sortable). It becomes red when it meats SLA conditions (check there)
Recommended action (check there)
Candidate
Status (Candidate status)
Job Title
Status (Job Order status)
Company
Medium (to see if the candidate applied)
Owner
Columns Match stage, Status (Candidate), and Status (Job Order) are inline editable from the overview.
Check the colleagues' Matches dropdown
The Dashboard loads matches that relate to the current user by default
Show other matches by picking or searching for another user (up to 10)
By clicking on the clear icon the dropdown will be reset and Lean Dashboard will again represent the matches of the current user
Match funnel in Candidate, Job Order, and Company page
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
MatchSLA
You can find more information about the MatchSLA in this article