You are on page 1of 60

This quick demonstration highlights just some of the features offered by Palustris

(use Page Down or Down Arrow to Advance the slides)

Introduction to the Main Screen

Mail Merge

Candidate Registration

Vacancies and Search Profiling

Finding the Right Candidates

Recruitment Process

Event Programmer

Other Screen Shot Samples

www.palustris.co.uk
The main screen puts your data at your fingertips.

Choose what you


would like to see e.g.
Vacancies…

www.palustris.co.uk
The data you choose is presented immediately in a grid.

Click to see
Candidates

www.palustris.co.uk
You can choose how to organise this data and the application will remember
your preferences

Click here to sort


columns

www.palustris.co.uk
Columns can be moved, sorted, grouped and resized

Drag columns for


Group by
functionality

www.palustris.co.uk
The data is presented in a style that is probably already familiar to you!

www.palustris.co.uk
With a Quick Find and Advanced Find, you can always find what you are
looking for … filter thousands of records in an instant!

Type part of the


Candidate’s Name …

www.palustris.co.uk
… to see all Candidates
matching “Cha”

www.palustris.co.uk
Mail Merge Functionality

www.palustris.co.uk
Mail Merge – Sending a letter takes just a few clicks!

Choose a...and
template
Right choose
clickyou
on ahave
already prepared
Mail Merge
and hit OK
Candidate…

www.palustris.co.uk
Mail Merge – Review the merged letter in MS Word™

Merged Data

Standard Data

www.palustris.co.uk
Mail Merge – Preparing Mail Merge Templates is just as easy

Choose Template
Manager from the
Administration Menu

www.palustris.co.uk
Mail Merge – Add as many templates you need

Double Click
on a Template
to maintain it

www.palustris.co.uk
Mail Merge – Merging fields requires just a double-click

Merge any of the


available fields
into your
document …

…and compose
your letter

www.palustris.co.uk
Adding New Candidates
(using Drag & Drop)

Auto-skilling CVs

Parsing of CVs

www.palustris.co.uk
Adding a New Candidate using drag and drop

Drag a CV from
an email or folder
and drop it onto
the application

www.palustris.co.uk
The Add Screen is called automatically!
Parsing module extracts personal information from CV

The grid displays


potential duplicates
should they exist
If you are using our
Parsing module, the
Candidate details are
filled in automatically
(otherwise you can
paste them in)

www.palustris.co.uk
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)

www.palustris.co.uk
Use MS Word to review the skills found

Review the skills


using these buttons

www.palustris.co.uk
Use MS Word to review the skills found

Close the
Delete Skills found out document to import
of context the remaining skills

These skills were


pre-registered on the
system by you

www.palustris.co.uk
Now we can see what the system has done for us

www.palustris.co.uk
Use the “tree” view to navigate directly to what you want to see

Click here to see his


CV

www.palustris.co.uk
Use the Documents Screen to manage any Candidate documents

Double click to open


and review
The document has been automatically
associated with the Candidate,
Attachrenamed using
Additional
your preferred naming conventions
Documentsande.g.stored
the
in your preferredprocessed
folder CV

www.palustris.co.uk
Use the “tree” view to navigate directly to what you want to see

Click here to add


more details

www.palustris.co.uk
Enter what information you need for the Candidate

Contact Data

www.palustris.co.uk
Enter what information you need for the Candidate

Personal
Data etc.

Click here to
review his Skills

www.palustris.co.uk
Use the “tree” view to navigate directly to what you want to see

…or click here to


review his Skills

www.palustris.co.uk
The screen is designed to help you quickly enter the required data

Shows which ones


… or click here for were‘Fine
autoTune’
skilledthe
more information on skills if required …
Add more from your
the Position Sought
predefined list

www.palustris.co.uk
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

www.palustris.co.uk
The more information you enter, the better the match returned from the search
engine will be!

www.palustris.co.uk
Adding a Vacancy and profiling The
Search

www.palustris.co.uk
Quickly add a Vacancy with the Vacancy Wizard

Then choose ‘Save &Enter vacancy information


View’ to go straight to as appropriate
the main vacancy suite

www.palustris.co.uk
Enter general information for the Vacancy

Add further information as


required, or click here to set up
the Vacancy Search Profile

www.palustris.co.uk
All the Vacancy search parameters are located on one screen making it quick
and easy to set up

Enter general information


such as when the vacancy
…the salary
needs to be filled by and…..
being offered

… and then set any


special conditions

Use the ‘skill picker’ to


Use the ‘Location’ tab
select those of interest …
to tell the system
where the vacancy is

www.palustris.co.uk
Now choose the location and you are all set to search for suitable Candidates

A hyperlink to a
map will be
generated for you
Use multiple locations
for regional coverage …
… or choose from a
list of Client Sites

www.palustris.co.uk
Finding the right Candidates for a
Vacancy

www.palustris.co.uk
Finding and Short-listing Candidates for a Vacancy

Select the
Candidate
Search option

Right Click the


Vacancy of Interest

www.palustris.co.uk
The Profile screen may be used to weight / filter chosen criteria

Use an existing
search template …or using Quick
create a new oneSearches
for limited
future use parameter set

Or here for a full search


Click herealltoavailable
start the
using
Quick Search …
parameters
www.palustris.co.uk
Add the Candidates
You
Spend
Thiscan
screen
as
quickly
much
toisthe
used
and
time
Review,
easily
to
asanalyse
you
Exclusion
investigate
need
thetoresults
and
get
thethe
Shortlists
results
ofright
the search
in
results
as
detail
appropriate

Use these tabs to


view other criteria

Access to more
information is just a
click away
Check a Candidate’s
Results are initially sorted in
interest
…orvia emailtheir
check …
order of overall suitability
requirements in depth …
Shortlist Candidates for the
selected Vacancy or add them …and compare them with
to a list for revision later those for the Vacancy
Click to view the data
used in the match Each criteria is
scored separately

www.palustris.co.uk
Now let’s
Shortlisted
take a look
Candidates
at what has
appear
happened
under the
on Vacancy
the main screen

Further information is
still just a click away
View the List of Candidates
already Shortlisted

www.palustris.co.uk
Records are updated automatically and everything is kept in sync

The Vacancy now has a


Click here to progress
Status of Shortlisted
the Candidate further
on a Vacancy

www.palustris.co.uk
The Recruitment Process

www.palustris.co.uk
…and
The
Records
Recruitment
see what
are updated
is
…record
Process
happening
automatically
the
is controlled
and
Candidates’
whatand
by
haseverything
progress…
tracking
happened
Candidates’
istokept
the in
Vacancy
sync
status
against one or more Vacancies

Now let’s change


the Status to
Select ‘Interviewed’
TheThis
status
shows
changes
the Candidate’s
here‘Interviewed’
..e.g. The Candidate’s CV in relation toStatus
status this Vacancy
now shows as
has been sent to the Client Interviewed here …
Click on notes to see the entireRight
history
Click to choose
of what’s happened to the Vacancy
your next option…

www.palustris.co.uk
Records are updated automatically and everything is kept in sync

… and here on
the main grid

www.palustris.co.uk
The Event Programmer

www.palustris.co.uk
The Event Programmer programs the application to automatically perform
tasks when predefined business events occur

Choose Event Programmer


from the Administration menu

www.palustris.co.uk
The Event Programmer programs the application to automatically perform
tasks when predefined business events occur

Choose what the system must


generate when these events occur

Fill in the Subject


Choose what type(and
of Event
body if
you wish to sending
programan email)

Choose an
attachment
for emails Automatically log the
communication (Event Logging)

www.palustris.co.uk
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

www.palustris.co.uk
Other Screen Shot Samples

www.palustris.co.uk
Palustris Full-Text Searching

Define search
scopes

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

www.palustris.co.uk
Palustris Candidate Ad-hoc Searching

Saved
queries

Text search on
CVs

Group ANDs and ORs

www.palustris.co.uk
Download Candidates from Web

Download
Candidate and View Data
CVs Handle
Duplicates

Add to
database with
click of button

www.palustris.co.uk
Reporting – Potential Revenue

Available
Reports

You may choose


what should appear
in the report

Filter reports on
chosen data

www.palustris.co.uk
Reporting – Vacancies Lost at Status

www.palustris.co.uk
Event Calendar – Showing current Consultant’s Events (Diary)

www.palustris.co.uk
Tasks Calendar – Showing current Consultant’s tasks

www.palustris.co.uk
Security Screen showing all options available to an Administrator

www.palustris.co.uk
Palustris Map (taken from online help)
Shows logical overview of the system

www.palustris.co.uk
And finally!
Other features not presented

• Automatic Web publishing of chosen Vacancies


• Import of Candidate details from Web Forms
• 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

www.palustris.co.uk
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: sales@crocodilesystems.com
Resellers: resellers@crocodilesystems.com
Support: support@crocodilesystems.com

Write to us at: Crocodile Systems Limited


Allen House, Station Road
Egham, Surrey
TW20 9NT

Where we are: Map to CSL


Phone us on: +44 (0) 845 37 007 37
Fax us on: +44 (0) 870 122 5715

www.palustris.co.uk

You might also like