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⭕ How to create a Team, Brand, Branch or Division?
You can configure Vincere to match your company's structure. Brands, divisions and teams - we’ve got all your business units covered.
Most companies use the groups for the segmentation of their Intelligence Suite. This allows companies to filter their dashboards by Brand, Branch, Division, or Team.
⭕ What does the feature mean to me?
The feature also allows larger recruiting companies to manage all of their teams in one system, and all of their reports are centralized in ONE place.
Inside the ATS/CRM views users can filter by team and division e.g. their teams/division's jobs; if they're a team manager they can filter the table views by their team's jobs, team candidates, etc. This is a mini real-time report, which is unique to Vincere.
Groups can be found inside Settings > Groups, Tags & Locations.
1. Brand
This is the main group for all your users, this is where you will be able to control the TAGS that they can use for grouping / profiling your profiles in the system.
(Industries, Sub-industries, Functional expertise, and Sub-functional expertise).
All new industries & functional expertise you create should be added to this group as well, so that users may be able to access them.
To set up a Brand go to Settings > Groups, Tags & Location > Groups > Create New
💡 PRO TIP
You can choose a Background color to make your brand more identifiable. More information HERE
Once you have created your brand, choose your colors, assign your tags and members, hit Save and you are all set 👉 For more information on added tags click HERE
📌 Primary Brand Management
When you have a lot of brands and you want to set the primary brands for your consultants.
Simply go to Settings > User Management, then select the user's profile in the settings tab under Organisational Settings > From there, you can assign the primary brand for that user.
Once you assign a primary brand to a user following the steps mentioned, that brand will be the user's primary association.
💡PRO TIP:
You can assign specific templates to your brand. Formatted CVs, contracts, TOBs, and invoices can be assigned to a brand so users under that brand can use them.
2. Team
Setting up teams inside Vincere is an effective way to enhance visibility and performance tracking for managers. Here's a step-by-step guide on how to set up and manage teams in Vincere:
💡 Benefits of Setting Up Teams
Enhanced Visibility: Managers can monitor team performance using the Intelligence suite.
Performance Tracking: Filter dashboards by team to identify top performers.
Access to KPIs and Forecasts: Team managers can access their team members' KPIs and fee forecasts.
Centralized Calendar View: Team managers can view their team members' calendars within the same platform.
Decentralized Management: Managers can set KPIs for their team members, ensuring appropriate monitoring of performance.
2.1 How to Set Up a Team
1. Navigate to Settings > Groups, Tags & Location > Groups.
2. Create a New Team:
Click on Create New.
Add a team name, description, and select team members from the dropdown menu.
👉 Hit Save to create the team.
3. Assign Team Manager: Once the team is created, select one or more team members to be the team manager(s).
2.2 Editing a Team
Simple Editing: Click on the team name from the list to edit the name, description, members, and managers.
💡 Pro Tip:
A team's manager can access the team's planner/calendar.
2.3 Deleting a Team
Finally, to delete a team, simply select the team you want to delete and click on the Delete button located in the top right corner. You'll then be prompted to select a new Primary Team for the Users associated with the team you're deleting.
Make sure you know that deleting Brand/Division/Team/Branch can have serious ramifications that can lead to permanent loss of important data and information in Vincere.
Areas affected include but are not limited to:
Industries
Documents
Functional Expertise
Candidates
Jobs / Job Types
Placements
Users / Managers
Deals
Intelligence
❗Please be aware there may be more areas affected than those listed above.
We recommend extreme caution when deleting any Brand/Division/Team/Branch. Once deleted, all the links, data and information from the features listed (and more) will be lost.
📝 NOTE: Vincere will log that you have deleted the Brand/Division/Team/Branch. Should you dispute this deletion, Vincere reserves the right to charge you for accessing logs.
2.4 Audit Log for Team Changes
You can see audit log inside team settings, which displays a comprehensive change log whenever a team is edited or updated. To ensures complete visibility by providing detailed logs of all modifications.
The audit log includes:
Date and Time: Shows when the changes were made.
User Information: Displays the name of the user who made the changes.
Change Details: Provides a summary of the changes, including updates to team employees, managers, description, and team name
2.5 Conclusion
Setting up and managing teams in Vincere is straightforward and highly beneficial for performance tracking and management. By leveraging the team features, managers can ensure efficient monitoring and boost overall productivity.
3. Division
Divisions don't have much of a difference from a team but are used for different departments of your office.
For example, if you have a finance team and have a license in Vincere for them. You can use the division to separate them from your other users inside Vincere.
To set up a Division go to Settings > Groups, Tags & Location > Groups > Create New.
4. Branch
You can create branches to group records.
📝 Note: A branch is relational to record and not associated with the location of a user. This means you assign users to branches but only records can be tagged to a branch.
To set up a Branch go to Settings > Groups, Tags & Location > Groups > Create New.
Users can be assigned to multiple branches. This allows users to tag records such as candidates, contacts, jobs, and companies to the branches they are assigned to, enhancing organization and management within the system.
Happy Recruitment #TheVinnyWay🤩