General Training Classes
- Letter Templates (1 Hour)
- Document Management Strategies (1 Hour)
- Using Activities (1 Hour)
- Understanding Datacodes (1 Hour)
- AutoEntry (1 Hour)
- Mastering DocSearch (1 Hour)
- E-mail Broadcast (1 Hour)
Letter Templates (1 Hour)
Audience: Users who need to design their own merge letters or System Administrators.
Summary
Design Microsoft Word letter templates to create form letters that link to PcHunter or Tempus Fugit records or search lists.
Prerequisites
Using PcHunter I or Using Tempus Fugit I or an intermediate level experience with either program; knowledge of how to use Document Templates in Microsoft Word.
Syllabus
- Identifying the data fields
- Creating the document template
- Adding the template to the system
- Testing the template
Document Management Strategies (1 Hour)
Audience: Users who need to plan the flow of resumes and other documents through email and other electronic sources into PcHunter or Tempus Fugit.
Summary
Outline different document management strategies and focus in on ones best suited to particular environments or situations.
Prerequisites
Using PcHunter I or Tempus Fugit I or intermediate level experience with either program; knowledge of Microsoft Word.
Syllabus
- Document sources
- Extracting documents from email
- Attaching documents to records
- Document organization
Using Activities (1 Hour)
Audience: Intermediate Users who want to learn how to use activities and reminders more effectively.
Summary
Demonstrations of efficient activity and reminder logging techniques and different activity display functions and tips.
Prerequisites
Using PcHunter I or Tempus Fugit I or intermediate level experience with either program.
Syllabus
- Types of activities
- Activities vs. reminders
- Where to log the activity
- Activity display options
Understanding Datacodes (1 Hour)
Audience: New Users or Intermediate Users or System Administrators.
Summary
Overview of datacodes and how they are designed, entered into the system, entered into records, and how they are used in searches.
Prerequisites
Basic knowledge of how to use Windows 95 or above.
Syllabus
- Datacode categories
- Keycodes and subcodes
- Keyed vs. nonkeyed codes
- Datacode wildcards
- Code within code problems and how to avoid them
- Datacode synonyms
AutoEntry (1 Hour)
Audience: Users who need to automate creating people records from emailed resumes, or System Administrators who need to know how Autoentry works in order to facilitate the process.
Summary
Complete top-down overview of autoentry starting from the original resumes through creating the Applicant or Candidate people records.
Prerequisites
Using PcHunter I or Tempus Fugit I or intermediate level experience with either program; knowledge of Microsoft Word; knowledge of the email program used on your system.
Syllabus
- Extracting resumes from email
- Acceptable file formats
- File locations for input files
- Contact information within the resume and how it should be formatted
- Autocoder and datacode synonyms
Mastering DocSearch (1 Hour)
Audience: Intermediate Users who need to be able to directly search resumes and other documents attached to people, company or job order records.
Summary
Setting up and using DocSearch to run keyword searches on attached documents with an emphasis on demonstrating how to do skill and occupation searches on resumes.
Prerequisites
Using PcHunter I or Tempus Fugit I or intermediate level experience with either program.
Syllabus
- Creating and naming indexes
- Identifying folders to be indexed
- Search requests
- Boolean search options
- Other search options
- Sending to a PcHunter or Tempus search list
Email Broadcast (1 Hour)
Audience: Intermediate Users who need to generate mass emails from search lists.
Summary
Build search lists and manipulate them, then use the email function to create broadcast messages.
Prerequisites
Using PcHunter I or Tempus Fugit I or intermediate level experience with either program; knowledge of the email program used on your system.
Syllabus
- Outlook or Direct Connect?
- Generating a search list to broadcast to
- Using work email or home email address
- Logging an activity with the email list
