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Fourth Learn: PeopleMatter Individual Course Options
This article outlines the learning objectives of the HotSchedules courses available. See below for the courses included in each learning path and what you can expect to learn.
Available Courses PeopleMatter Manager Introduction What's Included? You will learn: Introduction to PeopleMatter
Setting up/logging in
Your work file
Introduction to workspaces, admin and employee
Introduction to job boards & applying
What PeopleMatter is used for
How to access the system
The features of your landing page & work file, and how to navigate these
The difference between legacy and beta view, including how to switch between the two
What employees have access to and see upon logging in
Which job boards PM integrates with
Administrator Workspace What's Included? You will learn: Introduction to Manager workspace Manager dashboard Enabling notifications Two-Way SMS The features of the manager dashboard & basic navigation
How to set up notifications for applications and interviews
How to locate and use the two-way SMS feature to chat with applicants
Managing Applicants What's Included? You will learn:
Jobseekers: applying and experience
Finding and viewing applicants
Removing and re-adding applicants
Viewing candidates
Requesting interviews, offering jobs, hiring candidates
Hiring from applicant status
Transfer/Separate employees
How job seekers apply and how the application looks to them
How to search for applicants in PM
How to view an applicant record, which details and features you will find here
How to remove and re-add an applicant
How to locate candidates and the actions that can be taken from the candidate record
How to hire through the candidate status
How to hire directly from applicant status
How to transfer an employee to another location
How to separate an employee who no longer works for the company
Locating Employees What's Included? You will learn: Employee records Employee details
Employee profile
Manual account creation
How to locate employee records using search filters
What information is stored against the employee record
Navigating through tabs in an employee record and the functionality within each
How to manually set up an employee account
Onboarding Employees What's Included? You will learn: Accessing onboarding
Onboarding tasks
Sending onboarding tasks to new hires
Onboarding documentation
Employee onboarding tasks
Manager onboarding tasks
Managing I-9 documentation
How to set up onboarding tasks including creating custom tasks
How to send/resend onboarding tasks to new hires
What documentation is required during onboarding
How new hires access their onboarding tasks and which tasks are mandatory to complete
How new hires can access their documentation in PM
How to locate and complete manager onboarding tasks
How to complete the manager section of form I-9
How to manage I-9 reverification
Support Resources What's Included? You will learn:
E-Verify What's Included? You will learn:
Direct to Interview What's Included? You will learn:
Overview of Direct to Interview
Setting up Calendar Availability
Managing Applicant Interviews
How does Direct to Interview impact the application process How to configure calendar settings to streamline scheduling. Automated interview invites vs. manually inviting an applicant to an interview.
PeopleMatter Admin
Introduction What's Included? You will learn: What PeopleMatter is used for
How to access the system
The features of your landing page & work file, and how to navigate these
The difference between legacy and beta view, including how to switch between the two
What employees have access to and see upon logging in
Administrator Workspace What's Included? You will learn: Introduction to administrator workspace Administrator dashboard Enabling notifications View applicant records Viewing and hiring candidates Two-Way SMS The features of the administrator dashboard & basic navigation
How to set up notifications for applications and interviews
How to search for applicants
How to view the applicant record, details held here, understanding the features of each tab
How to locate candidates
How to view the candidate record and the functionality available from within the record
How to hire through candidate status
How to hire direct from the applicant status
How to locate and use the two-way SMS feature to chat with applicants
Company Settings What's Included? You will learn: How to locate company settings
The features available under general settings
How to customize PM to your company branding
How to access job settings and what you can expect to find here including controls over job postings
How to set up pay rates and pay ranges
How to access and modify message templates
How to access location settings, the details you can manage here, marking jobs as available by location
The difference between the various admin level roles on the system and where to find role information on PM
How to access the employee directory
How to assign admin rights to a user
Hire Settings What's Included? You will learn: Hire Settings Job board settings Job board integrations Application questions (including custom questions) How to access hire settings
How to access job board settings
Which job boards PM integrates with and how each integration is set up
How to access application questions and customize the audience of the questions
How to create custom application questions
Onboarding Employees What's Included? You will learn: Accessing onboarding
Onboarding tasks
Sending onboarding tasks to new hires
Onboarding documentation
Employee onboarding tasks
Manager onboarding tasks
Managing I-9 documentation
How to setup onboarding tasks including creating custom tasks
How to send/re-send onboarding tasks to new hires
What documentation is required during onboarding
How new hires access their onboarding tasks and which tasks are mandatory to complete
How new hires can access their documentation in PM
How to locate and complete manager onboarding tasks
How to complete the manager section of form I-9
Direct to Interview What's Included? You will learn: Overview of Direct to Interview
Configuring System Settings
Configuring Qualification Questions
Setting up Calendar Availability
Managing Applicant Interviews
How does Direct to Interview impact the application process How to enable Direct to Interview for your organization How to create and configure qualification questions to filter eligible applicants How to configure calendar settings to streamline scheduling. Automated interview invites vs. manually inviting an applicant to an interview.
E-Verify What's Included? You will learn: Configuring Locations E-Verify Training Using the E-Verify Dashboard What E-Verify is and how it works
How to configure E-Verify for a location
How to access the E-Verify training from within PM
Accessing & Navigating the E-Verify dashboard
Configuring Jobs & Applications What's Included? You will learn: Configuring Jobs Configuring Job Boards Setting up Pay Rates Message Templates Configuring Application Questions How to effectively create and manage job postings How to connect job postings to external job boards How to set up pay rates How to customize message templates How to create and configure application questions
Onboarding Setup What's Included? You will learn: Configure Onboarding Tasks Configure Form I-9 Settings How to configure onboarding tasks in the company settings What configuration settings are available surrounding Form I-9 and how to enable for your organization
PeopleMatter Admin & Manager Modules
Tax Credit Processing What's Included? You will learn: Intro to tax credit processing
Vendors and setup process
Viewing tax credit questionnaires
How to access tax credit processing
How to integrate with various tax credit vendors
How to view tax credit information against an employee
What each tax credit status means against an employee
Background Checks What's Included? You will learn: Which background check vendors integrate with PM
The different packages available with each vendor
How to run a background check against an applicant
Applicants, Candidates and Records What's Included? You will learn: Navigation Preferences and Notifications Application Links & Job Seeker Experience Locating Applicants Viewing the Applicant Record Removing Applicants Viewing Candidates How to Hire/Rehire Two-Way Texting How to utlize and customize navigation and notification settings Gain insights into the application process from the perspective of job seekers How to access applicant and candidate records and understand the information they hold How to hire or re-hire an employee How to use two-way texting to communicate with applicants and candidates
The Onboarding Experience What's Included? You will learn: Sending & Re-sending Onboarding Requests Employee Onboarding Experience Accessing Manager Tasks Completing the I-9 Re-Verification Documents How to send and re-send onboarding requests How employees access and complete onboarding tasks How managers access and complete onboarding tasks How to accurately complete and submit the I-9
Reporting What's Included? You will learn: Accessing and Running Reports Customizing, Filtering & Exporting Reports Key Recruitment Reports Onboarding & Compliance Reports How to access and run reports from both legacy and beta view How to customize reporting data to suit your company needs Essential recruitment reports and their role in optimizing the hiring process Essential onboarding reports and their value in reviewing the onboarding process
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