TriSys CRM Introduction Course
Overview
Designed for Recruitment Consultants who are new to the TriSys system or companies that have recently purchased an upgrade to TriSys version 7/8 &/or TriSys ASP.
Prerequisites
· Knowledge of Windows
Objectives
The course is designed for recruiters to complete their day to day task and administration on TriSys, this includes the following areas:
· TriSys Overview
· TriSys Dashboard including - Management Information and Recruitment Performance Summary.
· Grid Management including grid customisation, filtering information, exporting and printing
· Contact Management adding contacts from auto recognition from either e-mail or files, adding detail to contacts and applying attributes.
· Company Management
· Requirements including searching and shortlist candidates
· Requirement work flow
· Diary Management
Agenda
|
Session |
Details |
|
09:30 – 11:00 |
TriSys Overview TriSys Dashboard Grid Management |
|
11:00 – 11:10 |
Tea/Coffee Break |
|
11:10 – 13:00 |
Contact Management Company Management |
|
13:00 – 13:45 |
Lunch Break |
|
13:45 – 15:15 |
Requirements Recruitment Process |
|
15:15 – 15:30 |
Tea/Coffee Break |
|
15:30 – 17:00 |
Diary Management Recap and questions and answers |
Please click here for an overview of all TriSys Training Courses.
