All About Company Profile in Vincere
Click on the links below to skip to the section you're interested in ⬇️
⭕ Pipeline
The pipeline is your visual dashboard, offering a clear snapshot of:
Current Contacts: All the key players in the company.
Candidate Stages: Where each candidate stands in the hiring process for jobs linked to the company.
Tasks: All tasks associated with the company.
From initial contact to deals, job leads, interviews, offers, and placements, you have a comprehensive overview at your fingertips.
📂 For more details about the pipeline in Vincere, click Understanding the Vincere pipelines
⭕ Header
The company quick view header provides essential information at a glance:
Company Name
Status
Phone Number
Location
Number of Contacts
Forecast Fees
Booked Fees
Time Since Last Activity
In the upper right corner, you’ll find associated brands and any social media links. Below the contact header, you can see the company stage, which shows how close you are to closing the deal.
⭕ Information
Dive deeper into the company's details:
Company Stage: The CRM stage for the company, which you can adjust from the contact profile.
Additionally Information
Additional specifics include:
|
|
📝 Note: Always click the Save button in the top right to retain changes.
⭕ Compliance
Set up compliance fields tailored to your company, such as:
TOB Signed: Not Sent, Sent, Received.
Credit Check, etc...
⭕ Departments
Manage company departments efficiently. Search, create, and edit departments as needed. Learn more HERE.
⭕ Groups
Update, change, or remove brands, branches, divisions, and teams for a record.
For more details, please refer to the articles below:
⭕ Locations
Manage company locations with ease:
Adding a New Location: Click the + icon to open the window and add new details.
➡️ Primary Billing Address: Indicated by a ✔ icon.
➡️ Billing Address: Hover over the 📄 icon for billing details.
➡️ View Details: Open the location window to edit details and geo-tag the location.
➡️ Deleting a Location: Shows jobs using the location. Clicking Yes will permanently delete the location. Note that deleted locations cannot be restored.
📂 Learn more about company location types click HERE.
⭕Custom Fields
View and manage custom fields specific to your company. Configure fields as needed HERE.
⭕ Contacts
Access a comprehensive list of all contacts within the company, including:
Contact Details: Click the quick view button for more information.
Progress: Track your progress toward signing terms with each contact.
⭕ Activities
Track all company-related activities, including comments, tasks, meetings, applications, and placements.
⭕ Emails
If your email account is connected, view all email correspondence with the contact, including:
Sent Date and Time
Content of Emails
Attachments
Consultant who Sent the Email
📂 Learn how to connect your email account HERE.
⭕ Files
Store and access documentation related to your company in this section.
⭕ Fee Model
View, edit, and create fee models associated with the company. Learn about fee models and how to create them click HERE.
⭕ Job Stats
Monitor job statistics for the company, including the number of applications at each stage and the types of jobs open. Filter results for more detailed insights.
⭕ T-Sheets
Quickly view all timesheets associated with placements made at the company (provided you have Pay & Bill enabled).
See the status of submitted, rejected, and approved timesheets, candidate names, jobs, and date ranges, and view full timesheets.
⭕ Invoices
Find all invoices related to the company in this section.
⭕ Document Check
Add documents specifically required by the company for candidate searches:
Onboarding Documents: Once a job is created with this company, the required documents set will be added to the job's Onboarding tab. This applies to new jobs created after onboarding documents are set up.
📂 Additional Information: How to Set Up Onboarding Documents
⭕ Custom Columns inside Company Profile
You can access your columns in table views and configuration here:
Each user can simply choose the columns that are important for them to see by clicking on the column configuration icon.
For example: 'Last placement date' column for CRM (company profile - contacts table)
This column reflects the most recent date a candidate was placed and associated with that contact (for example as the hiring manager).
This is a huge boost for recruiter efficiency and BD efforts as it effortlessly allows recruiters to filter by all of the contacts they have had a placement within a defined period of previous days/weeks/ months/years and then send a follow-up/check-in email in just a few clicks - great for securing repeat business.
What does this change mean for me?
Tracking Placements: Easily identify the most recent placement date for each contact, improving follow-up and relationship management.
Efficient Searching: Use the new column in advanced search to filter contacts based on their latest placement date.
Profile Management: View the new column in the company profile > contacts tab for quick reference.
Bulk Actions: Filter and sort contacts to perform bulk actions (for example mass emails) for contacts you've previously had placements with - great for securing repeat business - or simply wishing your previously placed with contacts a happy end to the year - in just a few clicks.
Triggers for this field to update
When a candidate is placed, the placed date will be reflected on the associated contacts record.
When a contact is moved to a new company, previous information (such as placement dates) will be moved to the new contact record, ensuring it stays on the company record.
When a contact is merged (for example duplicates), previous information will be merged to the merged record.
When a placement is undone, the last placed date will be reversed from the contact.
📝 Note: This new field excludes contract/temp renewals - for renewals the original placement date will take precedence.
⭕ Integrations
Activate and view integrations such as Odro, Onboarded, and more within the company section.
Explore each section to efficiently manage all aspects of your company's profile in Vincere, ensuring you stay organized, informed, and ahead of the game.
Happy Recruitment #TheVinnyWay🤩