ATS/CRM

[lesleybutter-eng]

Creating an ATS/CRM with the following features.
Telephone, email and calendar integration
Two-way Email and Calendar Sync (Office 365)
Auto populate tasks for completion into calendars
Email Templates
User Email Signatures
Parse candidates and contacts directly from email
Two-way SMS with templates
Two-way Whatsapp with templates
Integrated Telephone Functionality

Records
CV "Drag and Drop" parsing
Quick add record
Are Candidate and Client contacts clearly differentiated
Can clients can be linked (parent child relationship)?
Organisation chart functionality
Can vacancies can be parsed on to system from email or Job Description?
Field rules - e.g. mandatory etc
Custom fields across all records. Various types (drop down, multiple choice etc)
Custom notifications when record changes

Vacancy posting
Broadbean or equvalent built in and actionable from within CRM
Social Media Job Posting
Post to company website
AI advert writing tools
Mass email/text/Whatsapp function to suitable candidates

CV Searching
Quick Search across all record types
Contextual Field Search
Custom Field Search
Boolean Resume Search
International Search
Candidate "More like this" search
Job Board & Linkedin search from within CRM
CV Watchdog Capability inc notifications
Hotlists/Talent Pools
Skilling/coding candidates
LinkedIn Recruiter integration
Search Grading (Date/Recency matching)
Geomapping / Proximity Search (on map view)
Automatch candidates to Jobs
Exclude Placements | Active Temps Filters
Include Contactors & Temps Finishing Filters
Save Searches

CV Submission
Automated CV formatting
Submission via client portal/link
Spec submission functionality inc. mass mail
CV feedback via client portal/link
Video CV functionality

Interviews
Interview Scheduling Tool
Auto send interview confirmation to candidate and client
Interview Feedback & Ratings
Supports multiple interview rounds
Video interview functionality

Offers, Placements and Invoicing
Offer Approval Workflow inc approval process
Contract Renewal Workflow inc approval process
Send Offer Letters, contracts and documentation via e-signature portal
Split fees for perm work
Multiple currencies for invoicing
Multiple Brands for e-signature
Data transfer to back office software

Other
International Mobilisation / Rotation tracking
CRM pipeline (Consolidated view)
Record owner management
Hot Lists & Watchdogs
Configurable Document type & categories
Export Candidates, Contacts, Jobs, Companies

Bulk Actions
Change ownership
Close / Open Jobs
Reject Candidates
Bulk place
Update candidate Status
Request candidate availability
Bulk SMS
Bulk email
Archive / Delete records

COMPLIANCE & GDPR
Compliance & GDPR capabilities

Diversity and Inclusion Features
Diversity and Inclusion capabilities

Candidate Portal
Esignature tools
Set up document packs
Pre-loaded country specific compliance forms
Custom fields & forms - track back into CRM with approval or notifications
Document verification management
Automated verification reminders to us and contractor
Document expiry & notifications to us and contractor

Third Party Integrations
Integration with VMS systems (e.g. FieldGlass
Microsoft 365 - Teams?Outlook etc

Integration with Pay and Bill
2-way Pay and Bill system integration
International currencies
Live currency conversion for reports - i.e. Master reports displayed in one currency

Marketing
Mass mail functionality across various mediums (email,text, whatsapp)
E-forms within mails with data fed back into CRM
Website integrated with CRM
Blogging/Newsletters

Analytics and Reporting
User configurable dashboard
KPI dashboards
Candidate source reports
Finance pipeline report
Slicers/filters to drill into reports
Easily customisable report capabilities
"TV Dashboard" display functionality
Automated reports - sent to address list at set intervals
Individual/Team/Business Unit/Company heirarchy for reporting
Reports exportable outside of CRM

IT Requirements
User access & security settings
Single Sign-on
Details on your Cyber Security processes :
Data Storage cost break down :
User Data Retention
Data Base version used
Email Integrations with Office 365
Backup Retention
SANDBOX for testing
Datacentre location
Authentication (Multi Factor Authentication)
Client PC requirements
Mobile App Integrations
User Access Control
Ports Required for Firewall
Client add-ins, extension, API's
Activity Logs
Native iOS App
Native Android App

Platform Updates and Roadmap
Platform update plan :
Development Roadmap:

Support and Training
World wide support structure
System migration support for c.400k individual data records, 40k with working history & average of 20 documents per hired individual
Data migration experience with Adapt
Training plan
Key resources required from us
Security accreditations

References
References from current similar clients and previous migrations

Commercial Details
Recruiter licence x
Administration/management/IT licence x
Addition or Reduction of users
Set up costs
Training Costs
Data Transition
Server &/or Data Storage
Renewal period
Volume / Period discount
Notice period
Any other associated ongoing costs (please itemise)

Value Add e.g.
MSP portal functionality
Timesheet and expenses
System partitioning for HR use
Marketing (e.g. mailchimp)
Other -