1. CONTENTS 2. OVERVIEW CANDIDATES Add Candidate Update Candidate Details CVs & CV to Send...

Transcription

1 User Guide

2 1. CONTENTS 2. OVERVIEW CANDIDATES Add Candidate Update Candidate Details CVs & CV to Send Apply Candidate to Vacancy Quick Links CLIENTS Add Client Update Client Details Quick Links CONTACTS Add Contact Update Contact Details Quick Links VACANCIES Add Vacancy Update Vacancy Details Quick Links Advertising APPLICATIONS Application Actions Notifications Sent to Client Interview Scheduled Filled CONTRACTS Create Contracts Page 2 of 35

3 8.2. Limited Company Contract Types SUBMIT TO BACKOFFICE SEARCH FILTER RESULTS NOTES DOCUMENTS TRACKING Buzzwords Groups TOOLS CV Import Diary Uncompleted Reminders Taglists Mailshot SMS Messaging Activation Settings Top Up Credits Send Message to Individual Send Message to Taglist Blocked / Archived Recipients Reports Activity Report Fills Report CVs & Applications Report YOUR ACCOUNT Linked Account Mailbox Scanner Auto Candidate Import Edit Signature Page 3 of 35

4 2. OVERVIEW 3RM is structured around three key entities, Candidates, Clients and Vacancies. Click the links on the top menu bar to work with them. The display defaults to recently viewed results. You can Search and Filter to load new results, add new records, and edit existing ones. With 3RM you can manage your recruitment data, work your Vacancies, track Applications, generate Contracts, and submit placements. Tools such as Diary, Mailer, and CV Import are provided to assist the recruitment process and to import recruitment data. 3R can assist you with initial migration of your data into 3RM. Settings can be configured to meet your individual requirements. Buzzwords and Groups enable you to categorise and filter your recruitment data. 3. CANDIDATES 3.1. Add Candidate Candidates can be manually added by clicking the New Candidate button at the top if the Candidates page. Candidates can be automatically added by parsing CVs loaded into 3RM via Tools -> CV Import, or added to the Inbox -> CVS folder of a linked O365 account to use Auto Candidate Import Update Candidate Details Click on a Candidate Search or Filter result, to view and update Candidate details and to access Candidate Notes. Click the Save or Save Candidate buttons to save updates 3.3. CVs & CV to Send CVs can be automatically added to Candidate records using CV Import or Auto Candidate Import. CVs can be manually added to Candidate records in the Documents tab of a Candidate s details. Page 4 of 35

5 Specify the document type as either a CV or a CV to Send. There are two distinct differences between these types. You can only ever have one CV to Send document stored against a Candidate, but you can have multiple CVs saved against a Candidate. When you progress an Application to Sent to Client stage, 3RM first checks for a CV to Send document. If a CV to Send is not available, it will default to using the latest CV. This is particularly useful where you want to remove contact details from a CV before sending it to a Client. You can save the original CV as CV document type, and save the edited CV as CV to Send document type Apply Candidate to Vacancy In a Candidate s details, in the Applications tab you can view the Candidate s applications and click the Quick App button to apply the Candidate to recently viewed vacancies. Page 5 of 35

6 Or click the Quick App button found on Search and Filter results, and Candidate details Quick Links CV Opens the CV or CV to Send that would get Sent to Client when progressing an application. All CVs uploaded against a Candidate can be viewed on the Documents tab. Quick App Apply the Candidate to recently viewed vacancies. LinkedIn Opens the Candidate s LinkedIn page (if LinkedIn URL has been saved in Candidate details, Candidate tab). Simple Text View Displays Candidate data in a simple format that can be easily cut n paste into s etc. Page 6 of 35

7 4. CLIENTS 4.1. Add Client Client the New Client button at the top if the Clients page Update Client Details Click on a Client Search or Filter result to view and update Client details. Click the Save or Save Client buttons to save updates Quick Links View Contacts Opens the Contacts tab. From here you can add new contacts. View Vacancies Opens the Vacancies tab. Lists all vacancies created under the Client s Contacts. 5. CONTACTS 5.1. Add Contact Contacts are added to an existing Client. Click the Add button on the Contacts tab of Client details. Page 7 of 35

8 5.2. Update Contact Details Click on a Contact result from a Search, Filter or in Client details, Contacts tab to view and update Contact details and to access Contact Notes. Click the Save or Save Contact buttons to save updates Quick Links New Vacancy Add a new Vacancy for the Contact. View Vacancies Opens the Vacancies tab. Lists all vacancies created for the Contact. LinkedIn Opens the Contact s LinkedIn page (if LinkedIn URL has been saved in Contact details, Details tab. Page 8 of 35

9 Speculative CVs Opens the CV Picker loaded with recently viewed Candidates. Select CVs you wish to forward to the Contact, click the Done button, and a draft will be created with your chosen CVs attached, ready to be sent to the Contact. 6. VACANCIES 6.1. Add Vacancy Vacancies are added to an existing Contact. Click the Add button on the Vacancies tab of Contact details to get directed to New Vacancy Update Vacancy Details Click on a Vacancy result from a Search, Filter or in Client or Contact details, Vacancies tab to view and update Vacancy details, and to access Applications and Notes. Click the Save or Save Vacancy buttons to save updates. Page 9 of 35

10 6.3. Quick Links Quick App Apply recently viewed candidates to the Vacancy. Adverts Opens the Advertising tab, from which you can release vacancies to your company s website and to job boards Advertising In Vacancy details on the Advertising tab, you can release vacancies to your company s website and/or to job boards. Website Associates subscribed for Job Feed can display vacancies on their own website, where the Show on Website checkbox is ticked and the Vacancy Status (on the Job Specification tab) is Open. Any updates saved in 3RM will immediately appear on your company s website. Contact info@freedom3r.co.uk to subscribe. Job Boards Click Create Advert and 3RM sends your Vacancy data to a Broadbean web browser window. You ll have selection of job boards to choose from, and then will presented with an advert prepopulated with the vacancy details sent from 3RM. Follow the onscreen instructions to the end of the Create Advert process. Please keep an eye out for any messages displayed from your web browser. It may ask you for permission to pop open the Broadbean web browser window. If so, say yes) Contact info@freedom3r.co.uk to subscribe to, or to update, the job boards available. Page 10 of 35

11 7. APPLICATIONS In Vacancy s details, in the Applications tab to view applications, or click the Quick App button to apply recently viewed candidates to the Vacancy. Or click the Quick App button found on Search and Filter results, and Vacancy details. Click the Application Notes icon to view an application s history. Page 11 of 35

12 7.1. Application Actions In Vacancy s details, in the Applications tab click the Application Actions icon to progress the application to another stage: You will be presented with a list of stages that you can progress the application to Notifications If you choose not to skip notifications (3RM will ask you first), s appropriate for the selected stage will be created. They are not sent direct to the recipients. If you are an O365 user whose account is linked to 3RM, the s are saved in your Outlook drafts folder. Otherwise the s are simply sent to your address. From both these places you can review the s, and modify and/or forward them on to the destined recipient Sent to Client When progressing an application to Sent to Client stage 3RM creates an to the Client Contact and attaches the Candidate s CV. It first looks for a CV to Send to attach. If a CV to Send is not present, it will default to using the latest CV. This is particularly useful where you want to remove contact details from a CV before sending it to a Client. You can save the original CV as CV document type and save the edited CV as CV to Send document type Page 12 of 35

13 If neither a CV to Send, nor CV document has been saved against the application s Candidate, you can only progress an application to Sent to Client stage by opting to skip notifications Interview Scheduled When progressing an application to Interview Scheduled stage 3RM pops open a form to collect the time, date and details of the interview. Report To is prepopulated with the Vacancy s Contact and the address is prepopulated with the address of the Client to whom the Contact belongs. All these details can be modified if required. If Skip Notifications remains unchecked, s containing the interview details are created for the Client Contact and the Candidate. A Diary reminder is created containing the interview details Filled Once an application has been progressed to Filled stage, Create Contracts and Submit to BackOffice actions become available. 8. CONTRACTS 8.1. Create Contracts If an Application has reached Filled stage, Create Contacts can be selected from Application Actions. Page 13 of 35

14 Contract Type will default to an appropriate contract template for the placement. A contract template is made up of several documents. 3RM can add these contract documents to an , which you can send to Clients and Candidates to secure the placement. The templates contain merge fields, which 3RM will prepopulate with appropriate values if the data is available in 3RM. On the left hand side look under Review Merge Fields to check the prepopulated values are correct. You can update the values should you wish, or fill in any blanks if required. On the right hand side, look at Review Candidate Documents and Review Client Documents. From here you can review how the Contract documents will look after the merge field values have been merged into the template documents. Click on the and Document links to preview the merged results. If adjustments are required you can alter the values in Review Merge Fields, then preview the results again. Once happy with the previews click Send to Candidate and Send to Client. s containing the contract documents will be created. They are not sent direct to the recipients. If you are an O365 user whose account is linked to 3RM, the s are saved in your Outlook drafts folder. Otherwise the s are simply sent to your address. From both these places you can review, modify or forward on to the destined recipient. You may prefer to preview the merged documents and save them elsewhere for editing, rather than switching between editing in Review Merge Fields and Review Candidate/Client Documents. Then you could manually attach your saved, edited documents to an . The choice is yours, however the main focus should be ensuring the contents of you contract documents are correct, in particular pay and invoice rates, as these documents are used to form a legally binding agreement. You can view the documents that make up the templates in Tools -> Documents. In the Associate dropdown list. Select - Default to view the base set of documents. Select your Associate company s name to view documents specific to your company, which will override the base default set. This will usually just be your Terms of Business documents. Page 14 of 35

15 8.2. Limited Company Contract Types 9. SUBMIT TO BACKOFFICE If an Application has reached Filled stage, Submit to BackOffice can be selected from Application Actions. Page 15 of 35

16 3RM will prepopulate placement details where data is available in 3RM. Please ensure all field values are checked and amended where/if necessary. 3R will use this data to set up the payments to yourself and to your contractors. 10. SEARCH Candidate, Client and Vacancy pages default to displaying recently viewed results. To load all results leave the search box at the top of the screen empty, and click the search button. Enter a search string containing Candidate name, phone number, or ID to find particular Candidate results. Enter a search string containing Client or Contact name, phone number, or ID to finds particular Client and Contact results. Enter a search string containing Vacancy title or ID to find particular Vacancy results. 11. FILTER To filter on Candidates, Contacts and Vacancies, click the Filter button at the top of the screen. You can enter filter criteria and specify buzzwords and groups you may have assigned to your data. You can add a Save As name before running the filter if you want to save the filter for future use. This saves you having to re-enter all the filter criteria. Where FTS (Free Text Search) filtering is available it matches keywords to the text in CVs. FTS searches are not case sensitive. E.g. entering construction will return any records with CVs containing the word construction or Construction, or CONSTRUCTION. Search terms and, or, and not can be used with multiple keywords. If multiple keywords are entered it acts like an or. E.g. construction engineer will return any records with CVs containing either the word construction or engineer, in the same Page 16 of 35

17 way construction or engineer will return any records with CVs containing either the word construction or engineer. construction and engineer will only match on CVs that contain both construction and engineer Surrounding keywords with quotes will only match on CVs containing the phrase, for example "construction engineer" will match on a CV containing the phrase I am a construction engineer, but will not match on a CV with the phrase experienced in construction acting as project engineer construction not engineer will only return records with CVs that only contain the word construction but not the word engineer. The syntax s above can be grouped together by brackets to further filter on CV contents. E.g. (construction or engineer) and developer will match on CVs that contain construction and developer, and CVs that contain engineer and developer, and CVs that contain construction, engineer and developer. It would not match on a CV that contained only construction and engineer, only construction, or only engineer, or only developer. Page 17 of 35

18 Save filters can be viewed in the 3RM left sidebar: 12. RESULTS By default Active records are displayed in the results. For Candidate s, Clients and Contacts, Active records are those that have not been archived. Select All from the status dropdown to also show archived records. For Vacancies, Active records are those with an Open status. Select All from the status dropdown to also show Filled, Suspended and Closed Vacancies. 13. NOTES Notes can be manually added to Candidates and Contacts and are viewable on Candidate detail s Summary tab and a Contact detail s Details tab. Some notes are automatically generated during recruitment activity. For example, when a new Vacancy is created, a Health & Safety is created and a note is added against the Contact. Notes are automatically added against applications when progressing applications. Page 18 of 35

19 Click the Application History icon next to an application to view the notes. Look at the icons to right of each note. Where a note relates to another entity (e.g. a note about an interview relates to a Candidate and Contact), you ll be able to click the icon to navigate straight to them. To view/edit a note click it s Summary. Only the person that created the note can edit it. From here you can also set reminders, viewable in Diary and Uncompleted Reminders. 14. DOCUMENTS Documents can be added to Candidates, Clients, Contacts and Vacancies on the Documents tab. Click the Add button to add a new document. Page 19 of 35

20 Click document s name to view the document s in its original format. If the View icon is clicked and the document's original format is Word, the document is opened in PDF format. This allows documents to be viewed across a wider range of devices. Should you wish to edit a Word document you can still click its name or the Edit icon to open it in Word. If the Edit icon is clicked and the document's original format is PDF, the document will be opened in Word format. This is particularly useful where a Candidate has submitted their CV as a PDF, but you want to remove contact details before resaving an edited version as a CV to Send. This editable version may be more suitable for your Clients. Click the Delete icon to remove the document from 3RM. 15. TRACKING Buzzwords Buzzwords can be added to Candidates and Contacts to help categorise and filter them. The list of Buzzwords available can be edited in Settings -> Buzzwords. Page 20 of 35

21 15.2. Groups You can use groups to track and filter your Candidates, Contacts and Vacancies, and enable 3RM to detect potential matches. Groups can be managed in Settings -> Groups. Please contact if you would like assistance with initial set up. Also we can add updates in batches should you require a lot of changes and/or additions. Page 21 of 35

22 16. TOOLS CV Import Associates subscribed for CV Parsing can upload up to 50 CVs in one go. Each CV is parsed to extract Candidate data, from which a new Candidate record is created with the CV attached. Where an existing Candidate record is detected, 3RM adds the CV to the existing record. Contact info@freedom3r.co.uk to subscribe. Parsed CVs get added to the Auto Updated Candidates list, ready for you to review their Candidate record. 3RM regularly checks for new updates, or you can force a check by clicking the Refresh link. The Updated Candidates icon will glow white when there s items awaiting review. Click it to expand the list. When you click on an item, you ll be redirected to the Candidate record and the item will be removed from the Auto Updated Candidates list. Auto Candidate Import via Users with a linked O365 account can add CVs direct from Outlook. Create a folder in your Outlook Inbox called CVS. Drag s containing a CV, into your Inbox/CVS folder. 3RM will detect them, parse and add them in the same way it does when CVs are manually uploaded using Tools -> CV Import (above). You can switch Use Auto Candidate Import? on/off in Your Account. Page 22 of 35

23 16.2. Diary Any Notes that have had a reminder set on them can be viewed in the Diary. The Diary defaults to showing the current day and you can use the scroll buttons or date picker to navigate to other days. For each reminder the note s summary is displayed and links to any relevant Candidate, Contact and/or Vacancy. Click the Completed icon Click the reschedule icon Click the Delete icon not delete the Note. to highlight the reminder is complete. to update the reminder time or date. to remove the reminder. This only removes the reminder it does Uncompleted Reminders Any due Diary reminders that are not yet marked as Complete, will be shown here in Uncompleted Reminders. For each reminder the note s summary is displayed and links to any relevant Candidate, Contact and/or Vacancy. Click the Completed icon Click the reschedule icon Click the Delete icon not delete the Note. to highlight the reminder is complete. to update the reminder time or date. to remove the reminder. This only removes the reminder it does Click the Refresh icon to refresh Uncompleted Reminders Taglists Candidates and Contacts can be organised into handy lists, which can then be quickly reloaded or used in Mailshot. After a Search or Filter if you want to add a result to a Taglist, Page 23 of 35

24 tick the checkbox by the result s name. You can tick a whole page of results in one go by ticking the check box at the top of the page near SHOW. Then click the Actions menu (top right), add choose Add To Taglist. You can either select an existing Taglist or create a new one by entering a new Taglist name and then clicking Add. Saved Taglists can be viewed the sidebar down the left had side of Candidates and Clients pages. Page 24 of 35

25 To remove items from a Taglist simply tick results as before and choose Remove From Taglist from the top right Actions menu, then select the Taglist you want to remove from: Click Manage (Taglists) in the sidebar or select Tools -> Taglist from the top menu to manage Taglists. From here you can view, delete, share and download Taglists as.csv files (useful for uploading subscribers to dedicated marketing campaign resources such as MailChimp ). Quickly navigate to Tools -> Mailshot from here. Quickly navigate to Tools -> SMS from here. Export Taglist members, direct to a MailChimp list from here if you have a MailChimp account and you have added your API key (in Account -> Keys), Note that delete only deletes the Taglist it does not delete the actual Candidate or Contact records. Share Taglist s will fellow consultants from here. Page 25 of 35

26 16.5. Mailshot Mailshot tool can be used to send simple s to many Candidates or Contacts in one go. First you need to have created a Taglist of your recipients. You can view and/or reload previously created Taglists in the right hand side bar or select top menu s Tools -> Taglists. In Who Are You Mailing select whether it s Candidates or Contacts. 3RM will then load the available Taglists. Note the icon buttons to the right that enable you to view a Taglist or download to a.csv file if required. Make your selection and click Continue, bottom right. You can use 3RM s Mailer to design and send your mailshots, or you can export your Taglist to a MailChimp campaign (if you have a MailChimp account and you have added your API key in Account -> Keys). Tip, first test sending the to yourself by adding yourself to a Taglist. In 3RM Mailer merge fields and previously saved templates are available in the template designer for you to choose from. Page 26 of 35

27 Create you message in the editor. To include merge fields to merge in data from 3RM, place your cursor in the editor where you want the merged in data to appear, and then select a field from the Merge Fields dropdown list. Page 27 of 35

28 You can use the editor to apply basic formatting such as changing font sizes and colours, and to add links to highlighted text signature saved in 3RM can be added.. Attachments, recent candidate CVs, images and Images Click Insert Image. A new window pops open where you can upload new images or select existing ones. The value in the Title field is applied to the alt text attribute of the image. clients usually display the alt text before a recipient has opted to download the images when viewing an , so you should add something meaningful in the Title field. The selected image will be inserted where your cursor was placed in the editor. Page 28 of 35

29 Height and width attributes can be applied to the display of images. Right-click the image in the editor, select image properties and modify height/width properties as required. However, for performance and to conserve your recipients data usage you should endeavour to upload small sized image files that will still display your image at reasonable quality. Images can be linked to websites using the Link tab of image properties. Continue to Send/Save Click continue to proceed to send or save to your drafts. You will first be asked if you want to save the template. Simply add a Save As name before clicking Continue and the template will get added to the Use a Template? dropdown, although you can continue on without saving the template. You will then be shown a preview of the you ve designed, and you can choose to Send s or Save To Drafts. For O365 users that have their O365 account linked with 3RM, Send s will send the s direct to each recipient in their chosen Taglist. Send To Drafts will create an in your Outlook -> Drafts folder, for every recipient in your Taglist. You can then review and forward them as required. Note, if you are not an O365 Outlook user, s will be sent from service.manager@freedom3r.com, and if you choose Save To Drafts s will be sent to your non O365 account, for you to forward on to recipients as required. To subscribe to the full 3RM O365 service please contact info@freedom3r.co.uk. A note is created against each recipient to record the that was sent or saved to drafts. Once completed, 3RM will display the results of your Mailshot at the top of the page. Three Taglists ( Unprocessed, - Succeeded, and - Failed ) are updated by 3RM to record the results of the last Mailshot. Click these links to check on any failed/unprocessed items. Then if there were any glitches such as a lost connection, you can then easily reload failed/unprocessed items, should you wish to resend the message. Page 29 of 35

30 Unsubscribed / Archived Recipients who have been unsubscribed or archived will be omitted from the Mailshot. You can mark Candidate and Contacts as archived in the Actions menu on their details. You can unsubscribe them by ticking the Unsubscribe checkbox in their contact details. 17. SMS Messaging Activation Settings Before you can send SMS messages from 3RM you need to link and verify your mobile phone. In Tools -> SMS -> Settings (left hand menu) enter your mobile number (note, international format e.g for a UK number), and click Activate. A code will be sent to your mobile and you will be redirected to a screen where you can enter the code in 3RM. If correct your mobile number has been authorised for sending messaging via 3RM Top Up Credits Before you can send your SMS you need to ensure you have enough SMS credits. You can top up and view your rate at Tools -> SMS -> Top Up (left hand menu). Specify how many credits you require. The top up request will be sent to 3R who will authorise payment and add credits to your SMS account. UK to UK messages use 1 to 1.5 credits per SMS, depending on the network operator (e.g. Vodafone, O2 etc.). International range between Page 30 of 35

31 0.8 and 2 credits. Our SMS component endeavours to route messages via the cheapest operator available Send Message to Individual To send an SMS to a Candidate or Client Contact, select SMS from the Actions menu in Candidate or Contact details. Enter an SMS message of up to 160 character and click send. The SMS will be saved in a note against the Candidate/Contact. Status can be viewed in the overview in Tools -> SMS and Reports -> SMS Usage. Note, 3RM will attempt to convert recipient mobile numbers to international format where needed, however to improve the successful delivery of your messages please store mobile numbers in their correct international format (e.g for a UK number) and ensure that the numbers are valid mobile numbers. Page 31 of 35

32 17.4. Send Message to Taglist Similar to the Mailshot process, you ll choose your recipient type, then choose a Taglist of recipients. Then enter an SMS message of up to 160 characters. Continue on to preview and send your message. Note, 3RM will attempt to convert recipient mobile numbers to international format where needed, however to improve the successful delivery of your messages please store mobile numbers in their correct international format (e.g for a UK number) and ensure that the numbers are valid mobile numbers Blocked / Archived Recipients Recipients who have been blocked, archived, or have no mobile phone saved in their contact details will be omitted from the SMS. You can mark Candidate and Contacts as archived in the Actions menu on their details. You can unsubscribe them by ticking the No SMS checkbox in their contact details. 18. Reports Under the Reports menu you will find charts and data depicting consultant recruitment activities over a given date range. The charts provide quick visuals of patterns and trends. Hover over data points to quickly view stats in a tooltip. The raw data can be downloaded to.csv files should more in depth analysis be required. The.csv file format is compatible with most spreadsheet programs including Microsoft Excel. Tip: Right click a report in the left-hand Reports menu and choose Open in new tab should you wish to compare several reports at the same time. Page 32 of 35

33 18.1. Activity Report The first chart and table shows activity totals. The second chart and table breaks the data down into weeks. By default the weekly statistics are for the Associate as a whole. Click a consultant name should you wish to load weekly statistics per Consultant. Using the chart you can quickly visualise trends and anomalies and adapt recruitment activity accordingly. For example, should you only ever see a high red line (new candidates) but the green (new vacancies) and purple (new fills) are always low, you may decide to move some resource from targeting candidates, to targeting clients for more roles Fills Report The first table shows totals for new Fills submitted to BackOffice. The chart loads in the background to display when the Fills occurred over the weeks in the given date range. By default the weekly statistics are for the Associate as a whole. Extending the date range enables you to quickly see peaks and dips. Trends can be identified and recruitment activities can be planned. Click a consultant name in the first New Fills Submitted table or the Consultant dropdown, should you wish to view weekly statistics per Consultant. The second Application Statuses Set to Filled table loads in the background calculating how many applications had their status set to Filled. This may differ from the totals in the first table as the first table shows how many filled applications were newly submitted to BackOffice. Page 33 of 35

34 The third Fills Submitted table displays all the data submitted to BackOffice for each submitted fill CVs & Applications Report As this report is loading it s checking through all the statuses that were set against applications in the given date range. It displays application status counts, along with Speculative CVs and New Fills Submitted KPIs, to provide an overview of the application progression workflow. Note the subtle differences between the statistics Speculative CVs are CVs that have been picked to be ed to a Client Contact in one go via Send CVs on a Client Contact result (more on Send Speculative CVs), whereas CVs Sent To Client is where an individual application had its status sent to Sent to Client in Application Actions, where just that applicant s CV is attached to an for the Client Contact. Filled Status is where the individual application was set to Filled in Application Actions. New Fills Submitted is where a new Fill is actually submitted to BackOffice. The first table shows activity totals. The chart and second table breaks the data down into weeks. By default the weekly statistics are for the Associate as a whole. Click a consultant name should you wish to load weekly statistics per Consultant. Using the chart you can quickly visualise trends and adapt recruitment activity accordingly. For example, should you only ever see a high red and orange lines (depicting CVs distributed) but the green lines (Interviews requested/scheduled) are always very low, it may be advisable to review the suitability of CVs being distributed. 19. YOUR ACCOUNT Linked Account For O365 users it s important to keep your linked account details up to date to enable 3RM to communicate with Outlook. If you update your O365 password, also update it under Linked Account to keep 3RM and Outlook in sync Mailbox Scanner When Use Mailbox Scanner is ticked for an O365 user, 3RM regularly scans their Outlook mailbox s Inbox and Sent Items folders for s from/to 3RM Candidates and Contacts. Page 34 of 35

35 Where detected, a Note containing the contents is saved against the relative Candidate or Contact Auto Candidate Import When Use Auto Candidate Import is ticked for an O365 user, 3RM regularly scans their Outlook mailbox s CVS folder for s containing CV attachments. Where detected the CV is sent for CV parsing to auto import the Candidate s data into 3RM. See CV Import Edit Signature If you save a signature it will be used in notifications and can be inserted into Mailshots. You cut n paste your Outlook signature and style as required using the simple text editor. You can highlight text and add links to other websites. Logos/images don t copy across but can be quickly uploaded by clicking Insert Image. Height and width attributes can be applied to the display of images. Right-click the image in the editor, select image properties and modify height/width properties as required. However, for performance and to conserve your recipients data usage you should endeavour to upload small sized image files that will still display your image at reasonable quality. Images can be linked to websites using the Link tab of image properties Page 35 of 35