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.
The feature also allows larger recruiting companies to manage all of their teams in one system, and all of their reports are centralised 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 teams jobs, teams candidates etc. This is a mini real time report, which is unique to Vincere.
Groups can be found inside Settings > Groups, Tags & Locations.
Click on the link ⏬ to skip to the section you're interested in:
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 in 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 your 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.
Go inside the user’s profile on the settings tab under Organisational Settings then you can assign the primary brand.
This will then be the primary brand this user is associated with.
🔥PRO TIP: You can assign specific templates to your brand. Formatted CVs, contracts, TOBs, invoices can be assigned to a brand so users under that brand can use them.
2. Team
Setting up teams inside Vincere is a great way to get more value from your Intelligence and to give your managers visibility into how their team members are performing.
Inside Intelligence, you can filter your dashboards by team, find out which of your teams are outperforming the pack and help the rest of the Company hit the same standards.
Creating teams also allows team managers to view their team members’ KPIs and fee forecasts without having to go into the Intelligence suite, and to view their team members’ calendars.
Finally, you can configure user accounts so that team managers can set their team members’ KPIs. In short, teams are a great way to decentralise performance tracking and to make sure that the most appropriate people are monitoring your consultants’ performance.
To set up a Team go to Settings > Groups, Tags & Location > Groups > Create New
Then add a team name, description and select the team members from the dropdown menu. Hit Save to create the team.
Once you’ve created the team you can select one or more of the team members to be the team manager.
Editing a team is super-simple: simply click on the team name from the list, and then edit the name, description, members and managers of a team in exactly the same way as when you create a team.
Finally, to delete a team, simply select the team and click on the Delete button on the top right corner.
🔥PRO TIP: A team's manager will be able to access their respective teams planner / calendar
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 means that if the user has been assigned multiple branches, the user will be able to tag records (candidates, contacts, jobs, and companies) to the assigned branches.