How to #WFH on Vinny

We know many of you are adapting to new routines and working remotely so to help you maximize productivity, we’ve compiled a list of features you (and your team) should definitely be using so you can keep recruiting (and billing) like a pro, no matter where you are: 

1/ Plan your day | Planner 

Stay organised and busy. View all of your tasks, meetings and activities all in one place. 

Using the stats view, you can get an at-a-glance look of how busy you are.

📖 Learn more about Vincere planner here.

💡Tip for managers: Use the Team Planner

Filter down by each team member to get visibility into your team’s schedule.

2/ Stay connected with your teams using vChat

vChat is an instant messaging tool that lives right inside Vincere - a great way to reduce inbox clutter, and communicate your team in real-time.

📖 Learn how to start using vChat

3/ Leverage the Candidate Portal

Go paperless and start using the candidate portal for registration, pre-boarding documents and checks. This saves you time on data entry as everything updated onto the portal will automatically be synced to Vincere.

Key features: 

1. Automated registration & personalized onboarding
2. Candidate Self-serve: update personal profiles, education, work history, skills and track job application statuses
3. Customizable portal, registration & onboarding requirements 
4. GDPR compliance: including withdrawal of consent and ‘request to be forgotten’

📖 To get started, read this.

4/ Use e-signatures with SignRequest

Send your terms of business to clients and candidates offer letters digitally and get them signed securely, fast. 

*Signrequest is an e-signature app available in our marketplace.

📖 Want to get started? Click here.

5/ Monitor your performance using key dashboards  

Stay motivated by reviewing your performance using:

1. AI Coach: tells you exactly what you need to do to hit targets
2. My dashboard: see how you’re performing (and how much you’re billing) 

Make sure that your activities are logged. Read this guide to learn how you can log meetings and calls properly.

For managers: 

Knowing what’s going on so you know who to support when it’s needed most. Especially when you can’t see what’s going on, who’s speaking to who and if the business is moving forward as it should be.

Two key dashboards managers love:

1. User Engagement Dashboard: shows you consultant activity levels & platform usage 
2. Goals Dashboard (or KPIs): allows you to monitor activity levels across remote teams

❓ FAQs:

1/ Where can I see how busy my consultants are? 

2/ How do I know if my consultants are logging in? 

3/ Where can I see a detailed view of all activities?

🌟 Other features you should be also be using:

Client Portal 

Candidate Livelist 

Velocity