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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.