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Mail Merge

Introduction to the Main Screen

Candidate Registration

Finding the Right Candidates

Event Programmer

Recruitment Process

Other Screen Shot Samples

Vacancies and Search Profiling

This quick demonstration highlights just some of the features offered by

Palustris

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Choose what you would like to see e.g.

Vacancies…

The main screen puts your data at your fingertips.

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Click to see Candidates

The data you choose is presented immediately in a grid.

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Click here to sort columns

You can choose how to organise this data – including your own User Defined Fields – and the application will remember

your preferences

You can choose to display User

Defined Fields

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Drag columns for Group by

functionality

Columns can be moved, sorted, grouped and resized

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The data is presented in a style that is probably already familiar to you!

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Type part of the Candidate’s Name …

With a Quick Find and Advanced Find, you can always find what you are looking for … filter thousands of records in an

instant!

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… to see all Candidates matching “Cha”

With a Quick Find and Advanced Find, you can always find what you are looking for … filter thousands of records in an

instant!

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Mail Merge Functionality

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Mail Merge – Sending a template E mail/Letter takes just a few clicks

Right Click on Single or Multiple

Candidates (or Contacts)

...and choose Mail Merge

Choose a Template that you’ve already prepared

Choose to send as either a document or an E mail

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Merged Data

Mail Merge – Review the merged letter in MS Word™

Standard Data

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Choose Template Manager from the

Administration Menu

Mail Merge – Preparing Mail Merge Templates is just as easy

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Double Click on a Template to

maintain it

Mail Merge – Add as many templates you need

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Merge any of the available fields into your document …

Mail Merge – Merging fields requires just a double-click

…and compose your letter

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Adding New Candidates (using Drag & Drop)

Auto-skilling CVs

Parsing of CVs

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Adding a New Candidate using drag and drop

Drag a CV from an E mail or folder and

drop it onto the application

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The Add Screen is called automatically!The Parsing Module extracts personal information from CV

If you are using our Parsing module, the

Candidate details are filled in automatically

(otherwise you can paste them in)

The grid displays potential duplicates

should they exist

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Only the data marked with “*” must be entered at this stage

Save the data and close the screen(Word will now present the skilled CV)

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Use MS Word to review the skills found

Review the skills using these buttons

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Use MS Word to review the skills found

Delete Skills found out of context

These skills were pre-registered on the system by you

Close the document to import the

remaining skills

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Now we can see what the system has done for us

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Use the “tree” view to navigate directly to what you want to see

Click here to see his CV

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Use the Documents Screen to manage any Candidate documents

The document has been automatically associated with the Candidate, renamed using your preferred naming conventions and stored

in your preferred folder

Double click to open and review

Attach Additional Documents e.g. the

processed CV

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Use the “tree” view to navigate directly to what you want to see

Click here to add more details

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Enter what information you need for the Candidate

Contact Data

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Enter what information you need for the Candidate

Personal Data etc.

Click here to review his Skills

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Use the “tree” view to navigate directly to what you want to see

…or click here to review his Skills

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The screen is designed to help you quickly enter the required data

Shows which ones were auto skilled

Add more from your predefined list

… or click here for more information on the Position Sought

‘Fine Tune’ the skills if required …

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The more information you enter, the better the match returned from the search engine will be!

Additional positions can be inserted

Or click here to add preferences e.g. locations

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The more information you enter, the better the match returned from the search engine will be!

Candidate’s distance preferences can be maintained with our Radial

Searching Module

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CV Parsing Module allows for the bulk import of candidates

Simply tell Palustris where to find the CVs to import

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Adding a Vacancy and profiling The Search

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Quickly add a Vacancy with the Vacancy Wizard

Enter vacancy information as appropriate

Then choose ‘Save & View’ to go straight to the main vacancy suite

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Enter general information for the Vacancy

Add further information as required, or click here to set up the Vacancy

Search Profile

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Enter general information such as when the vacancy needs to

be filled by and…..…the salary being offered

… and then set any special conditions

All the Vacancy search parameters are located on one screen making it quick and easy to set up

Use the ‘Location’ tab to tell the system where the

vacancy is

Use the ‘skill picker’ to select those of interest …

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Use multiple locations for regional coverage …

A hyperlink to a map will be generated for you

… or choose from a list of Client Sites

Now choose the location and you are all set to search for suitable Candidates

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Finding the right Candidates for a Vacancy

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Finding and Short-listing Candidates for a Vacancy

Select the Candidate Search option

Right Click the Vacancy of Interest

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The Profile screen may be used to weight / filter chosen criteria

Click here to start the Quick Search …

… using Quick Searches limited

parameter set

Or here for a full search using all available parameters

Use an existing search template or create a new

one for future use

Radial Searching Module provides additional distance searching

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Spend as much time as you need to get the right results

Results are initially sorted in order of overall suitability

Each criteria is scored separately

Click to view the data used in the match

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You can quickly and easily investigate the results in detail

Use these tabs to view other criteria

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This screen is used to analyse the results of the search

Vacancy and Candidate details are compared and radial searching allows for additional distance

calculations

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Add the Candidates to the Review, Exclusion and Shortlists as appropriate

Shortlist Candidates for the selected Vacancy or add them to a list for

revision later

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Add the Candidates to the Review, Exclusion and Shortlists as appropriate

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Spend as much time as you need to get the right results

Access to more information is just a

click away

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Check a Candidate’s interest via email …

…or check their requirements in depth …

…and compare them with those for the Vacancy

Spend as much time as you need to get the right results

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Shortlisted Candidates appear under the Vacancy

Further information is still just a click away

View the List of Candidates already Shortlisted

Now let’s take a look at what has happened on the main screen

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Records are updated automatically and everything is kept in sync

The Vacancy now has a Status of Shortlisted

Click here to progress the Candidate further on a

Vacancy

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The Recruitment Process

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The Recruitment Process is controlled by tracking Candidates’ status against one or more Vacancies

This shows the Candidate’s status in relation to this Vacancy

Right Click to choose your next option…

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…record the Candidates’ progress…

..e.g. The Candidate’s CV has been sent to the Client

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The status changes here

…record the Candidates’ progress…

Click on notes to see the entire history of what’s happened to the Vacancy

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…and see what is happening and what has happened to the Vacancy

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Records are updated automatically and everything is kept in sync

Now let’s change the Status to

‘Interviewed’

Select ‘Interviewed’

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Records are updated automatically and everything is kept in sync

Status now shows as Interviewed here …

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Records are updated automatically and everything is kept in sync

… and here on the main grid

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The Event Programmer

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The Event Programmer programs the application to automatically perform tasks when predefined business events

occur

Choose Event Programmer from the Administration menu

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The Event Programmer programs the application to automatically perform tasks when predefined business events

occur

Choose what type of Event you wish to program

Choose what the system must generate when these events occur

Fill in the Subject (and body if sending

an email)

Choose an attachment for emails Automatically log the

communication (Event Logging)

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To see the previous task in use, we can set a status to Awaiting Interview

Every time a Candidate’s status is set to Awaiting Interview, the

Event Programmer generates the email you programmed

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Other Screen Shot Samples

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Palustris Full-Text Searching

Saved queries

Use full fuzzy queries

Click on a result to open the document Shows if the “owner” of the

document is already registered in Palustris

Define search scopes

Returned CVs can be previewed in another window

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Palustris Candidate Ad-hoc Searching

Saved queries

Text search on CVs

Group ANDs and ORs

Radial Searching Module provides additional distance

searching

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Download Candidates from Web

Download Candidate and CVs

View Data

Handle Duplicates

Add to database with click of

button

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Reporting – Potential Revenue

Available Reports

You may choose what should appear

in the report

Reports can be exported to Excel for further manipulation

Filter reports on chosen data

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Reporting – Vacancies Lost at Status

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Event Calendar – Showing current Consultant’s Events (Diary)

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Tasks Calendar – Showing current Consultant’s tasks

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Security Screen showing all options available to an Administrator

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Palustris Map (taken from online help)Shows logical overview of the system

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Other features not presented

• Automatic Web publishing of chosen Vacancies• Outlook integration – import and export candidates or client contacts• User Defined Fields – define your own fields in the application• Advertising Management with performance statistics• Prospective searching – search Clients’ likely or historic requirements when there’s no current vacancy• Full management of own static data (dropdown lists, skills etc)• Fee rates hierarchy – Company -> Client -> Vacancy• Currency management• Automatic logging of sent Emails• Document management for Clients, Vacancies and Candidates

And finally!

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Phone us on:  +44 (0) 845 37 007 37 Fax us on:      +44 (0) 1293 127 277

The End

For more information please visit our website at www.palustris.co.uk

For sales and general enquiries you can contact us as follows:

Sales:

Support:sales@palustris.co.uksupport@palustris.co.uk

Write to us at: Jarrett & Lam ConsultingThe Laurals75 Reigate RoadHookwood, HorleySurreyRH6 0HL

Where we are: Map to J&L