How To Integrate Breezy Hr With Qbo – Find & Hire Employees

In this article we’re going to be covering How To Integrate Breezy Hr With Qbo… some of the fundamentals of the platform such as how to create positions how to design your career page along with adding users into the account in addition we’ll also cover a few of the more advanced functions and functionality that are offered in the platform so let’s get started the view that you’re seeing on my screen is the dashboard view of the platform and this is the view that all users arrive on when they log in to easy depending on who’s logging in they’re visiting details that’s pertinent to them so in my example I am working on all of these positions that you see in the my positions tab any brand-new prospects that have actually gotten those positions will show up in the new prospects tab if I have any upcoming conferences or if there are any jobs that are due in addition to any pertinent discussions with prospects from these positions will show up in the dashboard view from here among the first things that you’ll probably wish to do as an admin is to click the Settings icon and go to company settings here you’ll have the ability to enter into the handle members area to invite members into the account you can add them in either as administrators or as numbers merely by typing in their e-mail address you’ve likewise got the option of allowing an employee auto sign up with feature which will permit users to sign up using a URL that gets produced from within Breezie likewise supports single sign-on straight from here too the next thing that you’re going to wish to do is to design the profession page do that enter into your settings section recruiting preferences and you’ll see a tool for profession portal style this is a really basic way to build up and release a career page directly through factor it has loads of style and modification options consisting of the capability to place customized CSS and JavaScript as soon as you have actually gone through this process the end product would look something like this acne page that I just brought up

How long is breezy hr free trial? How To Integrate Breezy Hr With Qbo

where you have the page Brandin however you like you can have some information about your organization you can upload any media that you want to have on the page and as you released tasks through breezy they’ll get listed there for prospects to be able to apply this profession page likewise enables you to set up a worker portal this is a section which enables your existing personnel to either apply for any internal positions you may have or they can send referrals into any of the positions that you have and those are all tracked with entries establishing the profession website and the worker portal are both done from the recruiting choices section we covered where you find the career portal settings before right below that you’ll see the staff member portal section as well now that you’ve got your career page developed and users added into the account the next step would be to create positions to do that you can hit the position and slash pools connect from the left-hand side and you’ll see a list view of all your positions anything with a green dot next to it represents that it’s an active position or a pool if you have anything with a blue dot that suggests it’s in a draft State and if you’ve closed out a position you’ll see that with a grey dot beside it clicking the dot permits you to alter the status of a position or a pool straight from within this list view as well to produce a position you click the include position button in the top right corner and it takes you through a series of sections that you need to submit action one of this process includes entering in the essentials of the task like the title the place the task description and so on the next action after that is to define the application form itself there are a series of basic fields that you can enable

 

 

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or disable based on your preferences that you see on my screen you have actually likewise got the capability to augment these by placing custom concerns by means of surveys surveys are just a series of concerns that you can develop with different reaction types that vary from things like text or paragraph based reactions to multiple-choice along with even video responses if you wished to if you’re using numerous choice or drop-down lists you’ve likewise got the capability to move candidates based upon an answer they provide many business utilize this as a way to screen applicants directly from the nationwide application procedure an example would be if you produced a multiple-choice question which states are you over the age of 80 and if a candidate response’s no you could instantly move them into a disqualified stage of your recruiting process video interviews are also incredibly popular these days for certain types of roles you have the capability with these to ask text-based concerns that prospects can tape-record actions to they can either tape-record a response for approximately a minute 2 minutes or 5 minutes and these recordings will show up on the prospect profile once they’ve completed the application process when you developed a question in there they enter into a list so if you’re publishing a new position and you desire it to be utilized those concerns you can just choose from the list another thing to note is that surveys can likewise be emailed to candidates after they have applied numerous business these days tend to have a fairly brief preliminary application but as quickly as somebody applies they can either by hand or immediately trigger a questionnaire to them to gather extra information or screen them that way pipelines are is the next step and this is where you define what the recruiting workflow is going to appear like for this specific position in Breezy you can develop a single pipeline that you’re going to use across all of your positions or you can construct and create several pipelines and after that associate the one that makes the most sense for the position the next step after that is to decide whether you’re going to utilize a scorecard with your specific position similar to pipelines you’ve got the ability to produce and conserve many scorecards in the platform you can then choose the one that makes one of the most sense for the position scorecards are something that we extremely suggest particularly if you wish to have a. How To Integrate Breezy Hr With Qbo