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Security groups, security roles, and team assignments: In this breakout session, you receive an explanation of the differences between security groups in Beyond versus security roles in Enterprise and how team functionality in Beyond can help your managerial staff.
This document describes an approval process in Salesforce for approving job candidates. It involves a three-step approval process requiring approval from different management levels - a manager, VP, and CFO. It specifies the initial submission actions, approval steps, and final approval/rejection actions. An example approval process is outlined for a "Candidates" custom object to require manager approval, then VP approval (with rejection sending it back to the manager), and finally CFO approval, with rejection ending the process.
Instrumental in designing R&R (Reward & Recognition) Portal that has helped Jindal Power in migrating from the old manual process to the online system. Employees can log in to the R&R portal to see what other colleagues are doing to drive results and add value to the company, and then be inspired to do so all by themselves.
This document provides information about Service Cloud Q&A including the 9 steps of the Plan Phase, the purpose of the Consultant and Client team kickoffs, high-level success metrics for customer service, means for ensuring sustainability and increasing productivity of customer service, means for securing customer loyalty, important considerations when designing a solution, the purpose and basis of the SOW, who should be included when scoping custom functionality, key tasks of the Discovery Process, the main activity of the Analyze Phase, the 4 activities in the Analyze phase, an example Service Cloud feature that contributes to efficient routing, the main functions of Workforce Management software, the processes in the Design phase, ways to maximize the agent experience, examples of using case related
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The Works 2019 - General Session: Beyond Base Camp David Dourgarian
Join the Beyond experts for tactical training on how to release Beyond to their Agents and how to take advantage of the classified Beyond functionality not available in Enterprise. Attendees will leave with the knowledge that allows them to accomplish their Beyond Roll-Out Mission.
The Works 2019 - Breakout Session: Security Clearance David Dourgarian
Security groups, security roles, and team assignments: In this breakout session, you receive an explanation of the differences between security groups in Beyond versus security roles in Enterprise and how team functionality in Beyond can help your managerial staff.
This document describes an approval process in Salesforce for approving job candidates. It involves a three-step approval process requiring approval from different management levels - a manager, VP, and CFO. It specifies the initial submission actions, approval steps, and final approval/rejection actions. An example approval process is outlined for a "Candidates" custom object to require manager approval, then VP approval (with rejection sending it back to the manager), and finally CFO approval, with rejection ending the process.
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This document provides information about Service Cloud Q&A including the 9 steps of the Plan Phase, the purpose of the Consultant and Client team kickoffs, high-level success metrics for customer service, means for ensuring sustainability and increasing productivity of customer service, means for securing customer loyalty, important considerations when designing a solution, the purpose and basis of the SOW, who should be included when scoping custom functionality, key tasks of the Discovery Process, the main activity of the Analyze Phase, the 4 activities in the Analyze phase, an example Service Cloud feature that contributes to efficient routing, the main functions of Workforce Management software, the processes in the Design phase, ways to maximize the agent experience, examples of using case related
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This software routes resumes coming from job portals, vendors, employee referrals, company website and directly from candidates into a common repository and makes the entire repository instantly searchable by combination of keywords and other criteria.
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Presentation from Salesforce.org Higher Ed Summit 2018 by: Daniel McGaughey, University of Pittsburgh.
Please join the University of Pittsburgh as we outline our approach to Salesforce security from an enterprise perspective. Pitt selected Salesforce as the platform to support a new Enterprise Relationship Management (ERM) system. Initial projects include implementation of Undergraduate Recruiting and Enterprise Service Desk. Using an enterprise approach to Salesforce security creates the base for future expansion. Salesforce security is configured using custom just in time provisioning so that user provisioning and de-provisioning is automated at login. Users are created and assigned a license at first login. User permissions are evaluated and updated at each login based on Active Directory group membership. Licenses will be revoked via a scheduled integration. Users who are not entitled to use the system will be denied login. We use Service Cloud cases to support the Security request and approval workflow. Once all approvals are complete users are added to appropriate Active Directory groups automatically. Pitt admins do not create users and assign permissions.
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Application integration is a multi-purpose way to integrate into a business application without modifying our customer’s applications.
When is it deployed?
Typically deployed when we can make an operation that would require a user to perform multiple steps into a single button push.
Examples:
I have a document and I want to index it into WebDocs. Windows Integrator can pass index information from your application screen to Scan Workstation.
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Website: https://samsclass.info/129S/129S_F16.shtml
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The Works 2018 - Software Track - Integration Partners OverviewDavid Dourgarian
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The Works 2019 - Breakout Session: Mission Strategy and Operational ChangesDavid Dourgarian
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I have a document and I want to index it into WebDocs. Windows Integrator can pass index information from your application screen to Scan Workstation.
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Start Smart: Learning the Ropes of AI for HR - Celine Maasland - SocialHRCamp...SocialHRCamp
Speaker: Celine Maasland
In this session, we’ll demystify the process of integrating artificial intelligence into everyday HR tasks. This presentation will guide HR professionals through the initial steps of identifying AI opportunities, choosing the right tools, and effectively implementing technology to streamline operations. Additionally, we’ll delve into the specialized skill of prompt engineering, demonstrating how to craft precise prompts to enhance interactions between AI systems and employees. Whether you’re new to AI or looking to refine some of your existing strategies, this session will equip you with the knowledge and tools to harness AI’s potential in transforming HR functions.
AI Considerations in HR Governance - Shahzad Khan - SocialHRCamp Ottawa 2024SocialHRCamp
Speaker: Shahzad Khan
This session on "AI Considerations in Human Resources Governance" explores the integration of Artificial Intelligence (AI) into HR practices, examining its history, current applications, and the governance issues it raises. A framework to view Government in modern organizations is provided, along with the transformation and key considerations associated with each element of this framework, drawing lessons from other AI projects to illustrate these aspects. We then dive into AI's use in resume screening, talent acquisition, employee retention, and predictive analytics for workforce management. Highlighting modern governance challenges, it addresses AI's impact on the gig economy as well as DEI. We then conclude with future trends in AI for HR, offering strategic recommendations for incorporating AI in HR governance.
Becoming Relentlessly Human-Centred in an AI World - Erin Patchell - SocialHR...SocialHRCamp
Speaker: Erin Patchell
Imagine a world where the needs, experiences, and well-being of people— employees and customers — are the focus of integrating technology into our businesses. As HR professionals, what tools exist to leverage AI and technology as a force for both people and profit? How do we influence a culture that takes a human-centred lens?
5. Email
• Control the email
address notifications
should be sent from
• Notify branches and
applicants with
automated emails
Templates
• New Item Assigned
• Step Submitted
• Step Rejection
6. Validation Options
• Username lockdown
• Replaces the username field with email on registration
• How will you scan for duplicates?
• Last 4 of SSN and LastName combo validation on
registration
• SSN validation on registration
• What error message will you display when a validation
error occurs?
• Options to validate based on…
• Duplicate emails
• Duplicate SSN and Last Name
• Duplicate SSN
8. Registration
• Branch Address
• Customize…
• A procedure upon registration
• Registration text
• Workflow selection text
• Additional Registration Requirement Options
• How Heard Of
• Middle Name
• Phone Number
9. Certificate
• What is a Certificate?
• A certificate is used as a way of
authenticating digitally signed
documents.
• It houses important information
to help validate when and where
the document was signed and
who it was signed by.
10. Certificate Details
• Recommended Program: Use
an interactive PDF Reader, Foxit
Reader is the default program
when using Enterprise.
• Each signed document will have
an interactive box you can select
to give you more details about
all of the signers.
11. Recruiter First
Workflow
What is a Recruiter First Workflow?
• Recruiter first workflows allow
your recruiters to fill out and
sign forms before they are sent
to be completed by an
employee via HRCenter.
• Most common usage for these
types of workflows are offer
letters, applicant review, or
other pre-assignment types of
information.
12. Recruiter First Workflow Requirements
1. Service rep needs to be assigned a Web User Account
2. The HRCenter form needs to be configured for both the employee and the
service rep
13. Recruiter First Workflow – What’s the
workflow?
After the administration work is done, here is the process we recommend you follow…
1. Assign the employee the
relevant form from the
actions menu of their record
2. The service rep logs into
HRCenter and completes their
portion of the form
3. The employee logs into
HRCenter and completes their
portion of the form
4. The form is automatically stored as one document in the employees record
14. Recruiter First Workflow – Testing
• Test Test Test.
• There is one authority on
what you need your
recruiter first workflow to
do and that authority is
YOU.
15. HRCenter Actions
• Actions are a new
feature in HR Center
that allows for custom
events to happen
directly after a
Workflow or Step is
submitted.
• Previously limited to
when a page was
submitted.
16. HRCenter URL Tips & Tricks
• Did you know….?
• You can send applicants to a URL that will automatically select the workflow?
• Need: HRCenter Tenant name, Workflow Name
• Template:
• Example: https://hrcenter.ontempworks.com/en/TWDemo?workflowname=Basic%Application
• You can send applicants to a URL that will automatically select the branch?
• Need: HRCenter Tenant name, BranchID
• Template:
• Example: https://hrcenter.ontempworks.com/en/TWDemo?branchID=1