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![Page 1: 50 Technology Tips for Staffing Professionals Eric Edelstein, Ph.D. CIO, SVP Operations Nelson Family of Companies Contact: eric@StaffingTechnologist.com.](https://reader038.fdocuments.net/reader038/viewer/2022110320/56649c935503460f9494fc61/html5/thumbnails/1.jpg)
50 Technology Tips for Staffing Professionals
Eric Edelstein, Ph.D.
CIO, SVP Operations
Nelson Family of Companies
Contact:
Ph.D. in Math
Minor in Quantum Physics
ASA Technology Advisory Subcommittee
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Disclaimer!
All opinions are purely my own – right or wrong
No intention to advise on or promote purchases
Your mileage may vary – tools mentioned may not fit your business needs
Omitting a reference to a tool should not be interpreted as indictment
@StaffingTechno
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@StaffingTechno
The Blog
Follow @
StaffingTechnologist.com
Tips & Techniques
Links to Tools
Contact me with your Questions
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@StaffingTechno
Culture of Technology
Create a Culture
of
Technology & Innovation
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@StaffingTechno
Use Internal Technologists
Form a Technology Advisory Committee:
People from across your organization
All business roles
Wide span of age groups
Be inclusive & open minded
Note: Your front desk receptionist may know more about
the hottest, latest social media platform than your CIO
Vital if you want to be innovative!
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@StaffingTechno
Synchronize Technology & Business
Train IT & Support in your business
1. Train your IT leadership in Staffing, Recruiting, & Sales
2. All IT & Support staff should work a desk once a year for a week
3. Job sharing, not shadowing, is vital, easy, and builds relationships
Reallyimportant
!
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@StaffingTechno
Quarterly field Interviews by Corporate
Review all feedback quarterly: Scores + Issues + Successes
Cover all departments: F&A
HR
IT
Ops
Marketing
Facilities
Training
Recurring Question: “What will make us more competitive?”
- Especially new hires!
TRANSFORMATIVIVE
Creates continuous
improvement!
Outreach
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Interpersonal Skills for Techies
Commit to working with IT & Support staff on Communication Skills
Do NOT compromise here
Emotional Intelligence Training/EQ
No divas!
Ensure cross training
Set expectations & follow through
Listen & confirm!
Everyone is in sales
Engagement is key
Strategic partnerships - why & how
Technologists must be marketers & sell technology @StaffingTechno
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Eric’s Top 3 Business Books The Five Dysfunctions of a Team by Patrick Lencioni
Emotional Intelligence by Bradberry & Greaves
Cy Wakeman’s Reality Based Leadership
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@StaffingTechno
Vendor = Strategic Partner
Technology & Service Vendors should be Strategic Partners.
Be involved in their company: Roadmap
Product Development
Sales
Marketing
Hiring
Bring them clients and they’ll bring you new features.
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@StaffingTechno
ATS Selection Process Goal: The entire company selects the ATS [34 reps across the
company]
Determine business requirements from SMEs in the field
Create RFP [15 pages to 28 vendors]
Score responses and select demo candidates [9]
Score demos by ATS Selection Committee with 2nd Round for top 3. 1st Place: 87% - eRecruit
2nd Place : 54%
3rd Place : 48%
Pitch to board based on ROI [100%: unanimous decision]
Implementation: Focus on Engagement, Participation, & Communication.
Vital that the field selects the ATS, NOT Corporate andNOT a few individuals
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@StaffingTechno
Communication & Collaboration
Collaborate
Communicate
Collaborate
…
Communicate
Evolution
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@StaffingTechno
Google Drive for Collaboration
Drive.Google.com
Tools: Spreadsheets - Grouping, Formulas, Graphs, Charts
Text Documents
Presentations
Features: Editable from mobile devices
Supports simultaneous edits
Auto-sync copies to desktop
Note: A free Google account is required
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@StaffingTechno
SharePoint Features & Uses
Project Management
Workflows
Wikis
Dashboards & Reporting
Forms
Tasks
Data Lists & Spreadsheets
Document Generation
HTML Pages
Document Libraries
Search Among All Above
One of the most under-utilized tools
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QUIZ: Device Wars Smart phones – iPhone vs. Android phones vs. Windows (who knew!)
Pads & Tablets – iPad vs. Android tablets, pen vs. finger
Laptops – Apple vs. Windows, laptop vs. tablet
Faxes, Scanners, & Copy Machines vs. All-In-One
Projectors vs. Smart Boards
Desktop – hardware vs. virtualized
Servers – self run, purchased and managed hosting, pure cloud
Quiz question 1: How do you decide?
Technology Advisory Committee.
Quiz question 2: What’s the right choice? There usually isn’t one.
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@StaffingTechno
QUIZ: Device Wars
Moral:
Listen to your coworkers,
hear their ideas,
decide, and
deliver!
(every time)
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@StaffingTechno
Engagement
Hands on Participation
Assessment
Certification
Establish Field Experts
Refresh
Learning isactive,NOT
passive!
Training Excellence
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@StaffingTechno
Suggested Trainings
Boolean searching
Pipeline development techniques
Interviewing skills
Word
Excel
Sexual harassment
Your phone system
Your ATS
Your sales process
Consider offering selected training…
As career development to candidates
To clients as a service
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@StaffingTechno
Tools for Staffing
Tools forSales & Marketing,
Sourcing & Recruiting,
& Staffing
Our Business
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Key to Successful Email Delivery
Monitor your perceived email credibility
AllAboutSpam.com/email-server-test
Keep up on whether your email is: Going to spam
Blacklisted
Greylisted Very easy&
important
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@StaffingTechno
Corporate Websites & Blogs
Findability: Ensure your site is set up for SEO (Search Engine Optimization) & Speed SEOSiteCheckup.com
Viewability: Ensure your site looks and works right, even across different browsers BrowserShots.Org
jigsaw.w3.org/css-validator
validator.w3.org
Keep content fresh!
CMS Platform, e.g. WordPress
Google Analytics On every page, on
every piece, on every campaign
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@StaffingTechno
App Pro
Cool
Looks great
Makes use of the mobile device
Top of the line experience
Con
Doesn’t replace website for desktop
Different app for each device and each model
Mobile Updates -> App Updates
Very costly to maintain
Responsive Website Pro
Customizes itself to each device
Works great on desktop or phone
Takes advantage of some available features: Geolocation, etc.
Affordable for smaller companies
Longer shelf life
Con
Doesn’t have access to all phone hardware (e.g. Camera) (But that’s changing…)
Mobile: Responsive Website vs. App
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Card Readers and importers
Business Card readers are a great time saver:
Take picture of card on smart phone
Tool reads the text electronically (OCR) Person’s Name
Contact info
Company Name
Stored in website and on phone
Export contacts to spreadsheet for import into ATS/CRM
Example: CamCard for Apple, Android, Windows, Blackberry
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@StaffingTechno
Credit CheckKey Points: Majority of bad debt due to not performing credit check
Automation helps ensure compliance
Collections & the field should partner on the credit check process
Three of the main competitors in the electronic credit check space: DNBi – Industry standard, but expensive
Experian – Good for well established larger companies
Cortera – Great for small companies and start-ups
When to do credit checking: During qualification of prospect
At time of first order – PRIOR to fill
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@StaffingTechno
Job alerts for Biz Dev Create Job Searches to get Email Alerts for postings in your
niches
Each morning, add those job posting contacts to your prospect list
Indeed.com is a very powerful tool for this purpose
Note: If you post to a niche board, not picked up by Indeed, you’ll want to create job alerts there, too.
Fundamental
technique
Sourcing Prospects from Job Postings
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@StaffingTechno
Trick: Email Rules for Prospecting
Save InMails with LinkedIn! Get a list of email naming rules for your prospects and
clients
Ask your sales & recruiting teams
Example:If Joe Briggs is at Nelson, his email will be: [email protected]
Create an Excel master spreadsheet that generates the email address from First, Last, and Company name
Share this list with your whole company and keep it updated!
Good trick!
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Mobile Apps for Navigation
Real-time updates from other drivers
Where are the police?
Where are the accidents?
Where’s the cheapest gas?
Create custom maps with client overlay
@StaffingTechno
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@StaffingTechno
Mobile Apps for Dictation
Talk instead of type
Siri (iPhone)
GoogleVoice for Android
Dragon Dictation, otherwise
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@StaffingTechno
Verify Emails!
32bit.com/email-verifier.html
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@StaffingTechno
Sourcing
Findthe right person for
the right jobFAST!
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@StaffingTechno
Boolean Search Resourcesbooleanblackbelt.com
Read anything and everything by Glen Cathey:
Find anyone’s email address
How to find people on G+
Find developers who are top rated by peers
Bookmark & favorite
this go-to resource
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@StaffingTechno
Boolean Search Trick - Proximity
Proximity Search:
Searches for pages and people with words that are near each other
LinkedIn & Bing: Use the “near” expression Example: Look for Eric Edelstein – “Eric near:2 Edelstein”
Find me, even if I’m listed as “Edelstein, Eric”, “Eric Elliot Edelstein”.
Example: Look for people who are currently working with Java“current near:6 Java”
Google: Use the “AROUND” expression (must be all caps) Example: “Barack AROUND(2) Obama”
Who knew?
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@StaffingTechno
Automated Pipeline Development
Automate sourcing to develop your pipeline - as opposed to just-in-time sourcing Nightly automated searches against job boards and social media
Import only new people
Review the imported talent each morning
Note: Few are fully doing this - competitive advantage for fill ratios and time to fill.
A few providers are: Daxtra with eRecruit
TalentHook
Advanced pipeline
development
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@StaffingTechno
Intelligent Searching & Matching
Resume parsing Years of Experience
Skills synonyms
Semantic over Boolean Search (e.g. eRecruit, Monster SeeMore) Priority of terms based on count
Synonyms
Proximity of terms
Particularly helpful for professional staffing
Matching based on similar candidates Very helpful for both professional and temp desks
The future of search
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@StaffingTechno
Social Media Guidance
SocialTalent.co
Blog and Tools
Bookmark &favorite this
website
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@StaffingTechno
Social Media Contact Search Tools
Social Discovery & Search Tools
TalentBin.com for Social Discovery & Search
Gravitosity Search social media for contact info
by skills & experience
Search LinkedIn beyond your network – finds email, phone, and name
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@StaffingTechno
Sourcing with Facebook
Graph Search – Disruptive new technology
Master this!
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Sourcing with TwitterFalcon – Chrome Plugin for Social Discovery
Look at list of people from Twitter and it finds other social media presence
TacticsHR: Find people on Twitter
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@StaffingTechno
VMS Automation
Make VMS orders more profitable Requisition Notification
Requisition Routing
Timecard Import
Live in your ATS, not logging into multiple VMSs
Benefits: Scorecard: Fill Ratio, Fill Rate & Quality
Higher GP - Lower OpEx
Example of Vendor: VMS Express by The Code Works
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@StaffingTechno
Time Reporting & Compliance
Avoid lawsuits around compliance
You need to verify: Lunch tracking
Break tracking
Exempt/non-exempt classified employees
Night shifts accuracy
Fair time rounding
Federal overtime law compliance
State by state overtime laws
Make sure you know what you’re
doing
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@StaffingTechno
Electronic Time Capture
Web based time entry - From your ATS
Mobile app time entry - From your ATS
Web punch clocks with GPS location tracking(!) - E.g. ePay
Physical time clock/punch clock – Cellular or Hard Wired to Network
- E.g. ePay, TimeClockPlus
Phone System Punch in/out (IVR = Interactive Voice Response) - E.g. Twilio
Mobile Text Message Punch in/out (SMS) - E.g. Twilio
Anything & everything you can do helps
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Efficient Paper Timecard Processing
Where paperless is not possible:
1. Timecard faxes are stored as images
2. ParaScript’s ICR engine extracts data - including confidence level
3. ParaScript connects to eRecruit (ATS) for data validation
4. Operations verifies time
5. Export timecards into eRecruit with image attached for invoicing
Just plain cool!
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@StaffingTechno
Productivity
Remember:
Create a culture of technology.
All roles. All the time.
Period.
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@StaffingTechno
Outlook for Time Management
Never lose an email Update people on when to expect follow-up
How:
1. Sort emails with flagged items atop.
2. When an email comes, handle it or flag it. Always.
3. It shows up under tasks with a due date of today.
4. Before leaving each day, set the due date for any tasks due.
5. If you are pushing out a date, let people know the new due date.
The other most underutilized
tool
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@StaffingTechno
Create Project Templates for Processes Opening a New Branch
Internal Hiring Process
Branch Audits
RFPs
Tools: SharePoint Project Template
- With task assignments, email workflows & custom data lists
Excel
MS Project
Focus on the business, not
recreating the wheel
Projectify!
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@StaffingTechno
You know all those documents you create that no one reads?
Publish it as a Website using a Content Management System (CMS).
WordPress
SharePoint Wiki
Possible Uses: Employee Handbook & Policies
Job Aids & Training
RFP Repository
Features: Search by keyword, category and tag (like a blog)
Custom views by role or job function
Easy to keep up-to-date
Mix and match text, pictures, & video
Make the information
usable
CMS: From Documents to Websites
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Automated Reference Checking
67% of clients prefer to be contacted via email
Powerful summary for skill marketing of candidates
References move into Lead Gen
Example: Checkster
Great for candidate
marketing of professionals
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Email Social Search
Xobni For Outlook, Gmail, Android, iPhone
Particularly useful for Sales, Marketing, recruiters, and Sourcers
Acquired by Yahoo. Currently available through July 2nd, 2014. Use it before
it’s gone
![Page 49: 50 Technology Tips for Staffing Professionals Eric Edelstein, Ph.D. CIO, SVP Operations Nelson Family of Companies Contact: eric@StaffingTechnologist.com.](https://reader038.fdocuments.net/reader038/viewer/2022110320/56649c935503460f9494fc61/html5/thumbnails/49.jpg)
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Fuzzy Lookup Excel pluginRemarkable free Excel tool for matching similar data
Not only will it provide suggested matches, it tells you the confidence % of the match
It’s like VLookUp for near matches
Search on “Download Excel Fuzzy Lookup”
Amazingly helpful tool
![Page 50: 50 Technology Tips for Staffing Professionals Eric Edelstein, Ph.D. CIO, SVP Operations Nelson Family of Companies Contact: eric@StaffingTechnologist.com.](https://reader038.fdocuments.net/reader038/viewer/2022110320/56649c935503460f9494fc61/html5/thumbnails/50.jpg)
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Phone & Text Blasts
Interview reminders
Timecard reminders
Job availability calls
Timecard Entry with IVR
Satisfaction Surveys
Examples of tools:
Twilio (includes IVR and SMS responses)
Call ‘Em All (includes survey responses)
Your doctor uses this. So should you!
![Page 51: 50 Technology Tips for Staffing Professionals Eric Edelstein, Ph.D. CIO, SVP Operations Nelson Family of Companies Contact: eric@StaffingTechnologist.com.](https://reader038.fdocuments.net/reader038/viewer/2022110320/56649c935503460f9494fc61/html5/thumbnails/51.jpg)
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Top Strategic Tip:
Create a culture of technology & innovation
Create a wide technology committee
Technology staff must work a desk for a week every year
Technology outreach
Engage by over communicating
Recap
![Page 52: 50 Technology Tips for Staffing Professionals Eric Edelstein, Ph.D. CIO, SVP Operations Nelson Family of Companies Contact: eric@StaffingTechnologist.com.](https://reader038.fdocuments.net/reader038/viewer/2022110320/56649c935503460f9494fc61/html5/thumbnails/52.jpg)
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Now, you take it from here….
Eric EdelsteinCIO, SVP Operations
Nelson Family of Companies
StaffingTechnologist.com