This document outlines the agenda and goals for a NEOGOV user roundtable meeting. The agenda includes introductions, a product overview and demonstration of new features, and a discussion period. The goals are to network, discuss trends, see new NEOGOV enhancements, and increase confidence in using the system. NEOGOV is an applicant tracking and HR software provider used by over 1,200 public sector agencies. Recent enhancements include improved online applications, a streamlined Insight menu, and new features for performance evaluations, onboarding checklists, and requisitions.

1. Presented by: Matt Orozco &
Jayme Dolan
1

2. Agenda
(12:30 – 12:45) Agenda Overview & Introductions
(12:45 – 1:25) Enhancements & What’s New at NEOGOV
(1:25 – 1:40) Break
(1:40 – 2:30) Roundtable Topics and Discussion
(2:30 – 2:45) Demonstration of Onboard, Performance Evaluation,
& Core HR
(2:45 – 3:00) Wrap Up
2

3. Goals for Today
Network and create new relationships
Discuss local trends and best practices
See what’s new at NEOGOV
Newcomers learn more about NEOGOV
Increase your confidence in using your NEOGOV System
3

4. About NEOGOV
Mission: To improve the services public sector agencies
deliver to society
Streamlining your recruiting, hiring & retention processes
since 1999
1,200+ Agencies & Educational Institutions
100% Public Sector and 100% Web Based
Top 50 Fastest Growing Technology Companies in US
(Inc. 500)
4

5. NEOGOV Customers in Florida
Clearwater, City of (FL)
Jacksonville, City of (FL)
Collier, County of (FL)
Alachua, County of (FL)
Gainesville, City of (FL)
Lee, County of (FL)
Hollywood, City of (FL)
Miami-Dade, County of (FL)
Okaloosa, County of (FL)
Orlando, City of (FL)
Escambia, County of (FL)
Santa Rosa, County of (FL)
Cape Coral, City of (FL)
Lee County Port Authority (FL)
Lee County Clerk of Court (FL)
Delray Beach Police Department (FL)
Casselberry, City of (FL)
Pasco, County of (FL)
Clerk & Comptroller Pasco County (FL)
Bay, County of (FL)
Palm Bay, City of (FL)
State Courts 20th Judicial Circuit Court (FL)
Coconut Creek, City of (FL)
Boynton Beach, City of (FL)
Sarasota, City of (FL)
Dania Beach, City of (FL)
Boca Raton, City of (FL)
Escambia County Sheriff (FL)
Putnam, County of (FL)
Pensacola, City of (FL)
Ocala, City of (FL)
Miramar, City of (FL)
Emerald Coast Utilities Authority (FL)
Volusia, County of (FL)
Delray Beach, City of (FL)
Sunny Isles Beach, City of (FL)
Lakeland, City of (FL)
Largo, City of (FL)
Pinellas, County of (FL)
St. Cloud, City of (FL)
Naples, City of (FL)
Manatee County Sheriff (FL)
Fort Lauderdale, City of (FL)
Manatee County Clerk of Courts (FL)
Sanford, City of (FL)
Fort Pierce Utilities (FL)
Seminole, County of (FL)
Palm Beach Gardens, City of (FL)
Davie, Town of (FL)
Miami Beach, City of (FL)
West Palm Beach, City of (FL)
Palm Beach County Sheriff (FL)
Brevard Community College (FL)
Broward County Sheriff's Office (FL)
Oviedo, City of (FL)
Greenacres, City of (FL)
Wellington, Village of (FL)
Brevard County Sheriff (FL)
Coral Gables, City of (FL)
North Miami, City of (FL)
Flagler College (FL)
Pompano Beach, City of (FL)
Doral, City of (FL)
State Courts 7th Judicial Circuit Court
(FL)
Okaloosa County Sheriff's Office (FL)
Ponce Inlet, Town of (FL)
St. Lucie, County of (FL)
Charlotte, County of (FL)
Sunrise, City of (FL)
Southwest Florida Water
Management District (FL)
Port Orange, City of (FL)
Jupiter, Town of (FL)
Edison State College (FL)
Clermont, City of (FL)
Daytona Beach Shores, City of (FL)
Parkland, City of (FL)
Toho Water Authority (FL)
Fort Myers, City of (FL)
North Port, City of (FL)
Cocoa, City of (FL)
Manatee, County of (FL)
Miami, City of (FL)

6. April 2014 Enhancement Overview
Governmentjobs.com / Applicant Portal Updates
Jobseekers can view job descriptions for previously submitted
applications
Jobseeker Attachment Improvement
Jobseekers Applications page update
Online Application – Neutral color scheme when applying from
career site
Zip code searching
Insight Enhancements
Streamlined insight menu (Only in UAT until June 2014)
Improved table grid view for Postings, Exam Plans, & Class Specs.
New Requisition options on Exam Plan
Link to Oral/Performance Exam dates from Evaluation Step
Print Applications from Exam Plan
6

7. April 2014 Enhancement Overview
(cont.)
Perform (PE) / Onboard (ON) and CoreHR
Enhancements
Relative Evaluation due date changes
Performance Evaluation and Onboarding Report
Improvements
Bulk Action for deleting evaluations (PE)
Editing evaluation name (PE)
Deleting Checklist and Checklist items (ON)
Email and approvals can be sent to employee groups
(ON
7

8. 8
Streamlined Insight Menu
The Insight menu has been streamlined and reorganized for a simpler and more intuitive
user experience. Because this is such a significant change, we are phasing in this
implementation over two releases. The new menu will be available to try out in the User
Acceptance Testing (UAT) environment following this enhancement release. The
deployment to Production is anticipated for the June release. We will gather customer
feedback on the new menu between April 21st – May 2nd and will make refinements and
finalize the new menu in the next enhancement release in June. Instructions for accessing
the UAT environment to begin testing the new menu will be sent via email following the
enhancement release.
Insight Administrators can enable the new menu for their organization under the
Agency Preferences page. You have the option to turn on the new menu for all users,
continue to use the old menu for all users or allow each user to choose which menu
to use. When allowing users to choose which menu, a toggle link appears at the top
of the page to ‘Try the New Menu’ or use the ‘Classic Menu’. This approach will allow
your organization to switch to the new menu at a pace that fits your organization. We
anticipate that we will keep the Classic menu option available for a few months
following the release of the new menu option to Production.

9. Screenshots of new Insight
Menu
9
Navigation: Insight > click on drop down next to name in upper right corner

10. Improved Table Grid View for Job
Postings, Exam Plans, & Class Specs.
The list pages for job postings, exam plans, and class specs have been
upgraded. These pages include the following new features:
 Apply to sort on any column
 Ability to reorder the columns by dragging and dropping
 Ability to filter on most columns
 Advanced Filtering
 Export capabilities to excel or CSV
10
Navigation: New Menu: Insight > Recruitments > Posting
Old Menu: Insight > Post > Job Postings

11. New Requisition Options on Exam
Plan
The following new links have been added to the
Requisitions section of the Exam Plan Detail page:
Add New Requisition --- dependent on user’s permissions
Authorize --- to change requisition status or user assignment
Referrals – to access the referred list for a requisition
11
Navigation: Insight > CandidateTrack > Exam Plan > select Exam Plan

12. Links have been added to the Oral and Performance Exam evaluation
steps to allow users to access the exam date set---up. From the exam
date set---up page, you can add and update exam dates as well as
access rosters for oral exams and written exams. This streamlines
navigation for users when creating evaluation steps and scheduling
exam dates.
12
Navigation: Insight > CandidateTrack > Exam Plan > select Exam Plan > Add Step
Link to Oral Performance Exam
Dates from Evaluation Step

13. Print Applications from Exam Plan
A new link to print applications has been added to the Exam Plan
Detail page. This streamlines navigation. When working on a
particular exam plans, printing of applications can be performed
directly from the exam plan rather than navigating to CandidateTrack
> Active/Closed.
13
Navigation: Insight > CandidateTrack > Exam Plan > select Exam Plan > Print Apps

14. Relative evaluation due date changes
This enhancement allows users to update a performance evaluation
due date and have the updates cascade to the corresponding rating
and approval tasks. When evaluation due dates are made via bulk edit,
the user will have the option of keeping rating and approval task dates
the same or updating them based on the change in the evaluation
date. When updating task and approval dates, the dates will be
updated by the same number of days as the evaluation due date
change.
(Reminder and overdue email notifications will be sent based on updated
due dates. )
14
Navigation: Perform > > click Tool icon > Enable Bulk Actions > select candidates
Performance Evaluations > Bulk Actions > Change Due Date

15. Relative evaluation due date changes
15
Navigation: Perform > Performance Evaluations > click Tool icon > Enable Bulk Actions > select
candidates > Bulk Actions > Change Due Date > select date >select Shift Task Due Dates

16. Performance Evaluation & Onboarding
Report Improvements
Perform and Onboarding reports have been enhanced as follows:
 Addition of new columns in most reports to include position detail
information
 Ability for user to select which columns to be included in a report
 Ability to specify column order by dragging & dropping columns
 Ability to export all reports in Excel or CSV file format
 Ability to export all reports in Excel or CSV file format
16Navigation: Perform > Reports > select and run any report

17. Bulk Action for Deleting Evaluations
Performance evaluations can now be deleted in bulk.
17
Navigation: Perform > Performance Evaluations > click Tool icon > Enable Bulk Actions > select
candidates > Bulk Actions > Delete > Submit
After submitting the request to bulk delete evaluations, you will
receive a warning message. Click ‘OK’ to confirm the delete action or
‘Cancel’ to stop the delete action.

18. Insight Enhancement Overview
Online App – Jobseekers can delete incomplete apps
Online App – Removal of expired incomplete apps
Consolidated Insight/OHC User Pages
Application Received Step Elimination Option
Create Requisitions from Insight
Improved Job Posting Page
Automatic Referral of Applications
Consolidated Job Posting & Requisition Lists
For more information, go to:
NEOGOV Community – Downloads – New Releases 18

19. 19
• When jobseeker begins application process and exits without submitting, an incomplete
application is saved to applicant’s record.
• Now jobseekers can delete unwanted incomplete applications by clicking the ‘Remove’ link
in their list of Incomplete Applications.
Navigation: GovernmentJobs.com > Sign In > click username > select ‘Job Applications’

20. 20
• If jobseeker has an incomplete application for an expired job, the incomplete application will
be automatically removed from jobseeker’s list of incomplete applications.
• The application will not be deleted immediately.
• If job is reopened within 60 days, the incomplete application will reappear for jobseeker so
they can continue where they left off in the application process.

21. 21
• Pages merged into a single user account with permissions for accessing both.
• HR Users = “Insight Users” and Department Users = “OHC Users”
• Administrators can use Edit Profile and Permissions links to edit profile information and
access.
• Separate tabs appear for setting permissions for Insight and/or OHC.
• No longer a need to link Insight and OHC accounts : )
Navigation: Insight > Admin > Insight Users or OHC Users

22. 22
• Option to eliminate “Application Received” step as Step 1 in an Exam Plan.
• Default option will show Application Received step.
• If setting is changed to ‘No’, new applications are automatically saved in first evaluation step
added to Exam Plan.
• If there are no evaluation steps, applications will be saved to default eligible list created when
exam plan was created.
Navigation: Insight > Admin > Configuration Settings > Exam Plan

23. 23
• Insight Users can create Requisitions from Insight (with added permissions).
• Works same way as creating a requisition from OHC.
• Can route requisitions for approval in same manner.
Add permission for users to add requisitions in Insight:
Navigation: Insight > Admin > Insight Users > Permissions
To create a requisition, from
the Requisitions page, click
the ‘Add New’ button.
Navigation: Insight > Requisitions > select any status

24. 24
• Allows easier completion of form by replacing drop-down lists on fields with search feature.
• Auto-suggests possible options that match text entered.
• Magnifying glass icon allows users to easily locate all items.
• Now required to create exam plan from posting or associating posting to existing exam plan.
• Fields in exam plan and posting are kept in sync when modified.
• Fields also reordered:
 Fields shared with Exam Plan
 Fields with details about when &
where job is posted
 Settings for application process
 Requisition fields
 Content for job posting
Navigation: Insight > Post > Add New Job Posting

25. 25
• Automatically refer applicants from Eligible List to requisitions associated with Exam Plan.
• Use Configuration Settings to set default for the auto-referral of candidates in Exam Plan
Navigation: Insight > Admin >
Configuration Settings > Exam Plan
• On each Exam Plan, users have the
option to change this setting as
needed.
• TIP: Use this setting AND option to
disable Application Received Step to
automatically place applicants on
eligible list and refer to hiring manager
as applications are submitted.
• Manger will receive a referal email. Navigation: Insight > CandidateTrack > Exam Plan
> add or edit an exam plan

26. 26
A new filter for job posting pages allows users to quickly toggle between each type of posting
status (All, Current, Closed, Draft, Archived).
Navigation: Insight > Post > select any posting status

27. 27
A new filter for requisition pages to allow users to quickly toggle between each type of requisition
status (All, In Progress, On Hold, Open, Filled, Cancelled, Approved).
Navigation: Insight > Requisitions > select any requisition status

28. What’s new in 2014?
Biddle Testing Integration
Finalized partnership with Biddle Testing
Web-based content available within NEOGOV:
OPAC (Clerical & Software Skills – Typing, Microsoft
Office)
CRITICALL (911 Dispatcher)
Integrated solution with Insight
Scheduling, Reports, Ranking, etc.
28

29. Break
29

30. Round Table Topics
1) NEOGOV Community
 Who’s taking advantage of calls, forums, trainings?
2) Supplemental Questions
 Increase in unqualified applicants?
 How using filtering, MQ screening, autoscoring?
3) Self-Scheduling for Exams
 Who’s using? Challenges? Benefits?
4) Online Hiring Center
 Have you rolled this out? How are managers using it?
5) Performance Evaluation
 Challenges with current process? 30

31. Onboard (ON)
Central repository to access all new hire documentation
Automate process for collecting documents (I-9, W4,
Custom Forms, Employee Handbook)
Facilitate training/orientation process
Customizable welcome pages by department
Welcome videos (Department Head, County Manager)
Configurable workflow and security
31

32. Core HR (HR)
Central repository to access all employee
documentation
Automate process for collecting documents
“Apps” with employee forms (e.g. vacation request
form, leave of absence, grievance tracking)
Customize forms you want to use
Complements current payroll/benefits system
32

33. Onboard, Perform & Core HR
Eliminate Administrative Effort: Streamline and automate processes
Store Forms/Evaluations Online: Keep all data/forms in central location
Automated Workflow: Route forms/evaluations internally for efficient
processing
Increase Completion Rates: Automatic reminders and overdue notices
Metrics & Reporting: Track completion rates and run ad hoc reports
Integrate Data: Optional API Integration with HRIS/Financial System
- Onboard also integrates with Insight
Risk Mitigation: Reduces missing or incomplete documentation
Configurable & User Friendly System with Quick Implementation
https://secure.neogov.com/performance/Login.aspx
33

34. Wrap-Up
For more information, contact:
Matt Orozco OR Jayme Dolan
310-658-5713 310-658-5732
matt@neogov.com jdolan@neogov.com
Customer Support Help Desk
For technical questions/issues
Toll-Free Number: 877-204-4442 ext. 2
NEOGOV Ideas
For enhancement suggestions
34

35. Attendee List
35
Last Name First Name Email Company
Alavarez Yesenia yeseniaalvarez@miamibeachfl.gov City of Miami Beach
Aldrin Regina-Marie aldrinr@bbfl.us City of Boynton Beach
Borden Brooke bborden@pbgfl.com City of Palm Beach Gardens
Boyer Chyrl cboyer@baycountyfl.gov Bay County Commission
Cain Jennifer jenniferca@jupiter.fl.us Town of Jupiter
Camp Clara chcamp@dothan.org City of Dothan
Cantrell Jennifer jcantrell@sheriff-okaloosa.org Okaloosa County Sheriff's Office
Channell Angela achannell@cityofpensacola.com City of Pensacola
Chaparro Samuel samuel.chaparro@lakelandgov.net City of Lakeland
Clawson Laura clawsl@pbfl.org City of Palm Bay
Coffee Doris dcoffee@sheriff-okaloosa.org Okaloosa County Sheriff's Office
Cooper Amy acooper@baycountyfl.gov Bay County BOCC
Culbertson Jason jason.culbertson@lakelandgov.net City of Lakeland
Dennis Donna Donna.Dennis@manateesheriff.com Manatee County Sheriff's Office
Dennis Donna Donna.Dennis@manateesheriff.com Manatee County Sheriff's Office
Ferreiro Ines inesferreiro@miamibeachfl.gov City of Miami Beach
Ferrer Yaritza yferrer@cityofparkland.org City of Parkland
Floyd Janice jmfloyd@myescambia.com
Escambia County Board of County
Commissioners
Franxman Tarey tfranxman@fwb.org City of Fort Walton Beach
Gainey Audrey gaineyam@cityofgainesville.org City of Gainesville
Gomez Adriana gomeza@pbfl.org City of Palm Bay
Hernandez Judith jhernandez@stcloud.org City of St. Cloud
Hicks Jasmine jasmine.hicks@lakelandgov.net City of Lakeland
Hyppolie Asseline ahyppolite@miamigov.com City of Miami - Human Resources
Johnson Carol cjohnson@fpua.com Fort Pierce Utilities Authority

36. Attendee list cont
36
Last Name First Name Email Company
Jones III Curtis jonescl@mydelraybeach.com City of Delray Beah
Kaiser Amanda Amanda.Kaiser@lakelandgov.net City of Lakeland
Kelley Lyn sblocker@cityofpensacola.com City of Pensacola
Langman Tamie tamie.langman@mymanatee.org Manatee County Government
McCormick Debby dmccormick@pbgfl.com City of Palm Beach Gardens
McDonald Garnet garnet.mcdonald@mymanatee.org Manatee County Government
McNair Amy mcnaira@stlucieco.org St.Lucie County BOCC
McPherson Tim tmcpherson@jupiter.fl.us Town of Jupiter
Nichols Debra dnichols@cityofpensacola.com City of Pensacola
Orcutt Lynn lynn_orcutt@myescambia.com
Escambia County Board of County
Commissioner's
Pierre Stacy spierre@fortlauderdale.gov City of Fort Lauderdale
Poole Meribeth mpoole@sheriff-okaloosa.org Okaloosa County Sheriff's Office
Richards Susan strichards@dothan.org City of Dothan
Roldan-Latony Stephanie sroldan@stcloud.org City of St. Cloud
Sadutto Sharon sharon.sadutto@BCSO.us Brevard County Sheriff's Office
Sanabria Stephanie sanabs@pbfl.org City of Palm Bay
Sassone Jill jsassone@largo.com City of Largo
Skidmore Suzanne sskidmore@ci.greenacres.fl.us City of Greenacres
Small Renassa rsmall@valdostacity.com City of Valdosta (Georgia)
Smith Christy csmith@baycountyfl.gov
Bay County Board of County
Commissioners
Speigner Kelly khspeigner@dothan.org City of Dothan
Spencer Nicole nspencer@pbgfl.com City of Palm Beach Gardens
Stephens Natalie natalie.stephens@lakelandgov.net The City of Lakeland
Suradja Francisca francisca.suradja@lakelandgov.net City of Lakeland
Thompson Denise DThompson@fortlauderdale.gov City of Fort Lauderdale
Tomlinson Leah tomlinsonlc@cityofgainesville.org City of Gainesville, FL
Vanlandingham Adriana
avanlandingham@cityofpensacola.c
om City of Pensacola
Walko Joan jwalko@largo.com City of Largo
Ward Joyce JWard@CityofOviedo.net City of Oviedo
Waters Tammy tammy.waters@lakelandgov.net City of Lakeland
Wood David woodd@stlucieco.org St. Lucie County BOCC
Woods Danielle dwoods@baycountyfl.gov Bay County Board of Commissioners
Young Kiesha youngka@cityofgainesville.org City of Gainesville