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Town of Apex, NC 
September 17, 2014 
Moderated by: Matt Orozco and Jayme Dolan
Today’s Agenda 
 12:10 - 12:15 Welcome and Agenda Overview 
 12:15 – 12:30 Introductions 
 12:30 – 1:15 September Enhancement Overview 
 1:15 – 2:00 Round Table Discussion 
 2:00 – 2:30 Insight Best Practices: One-Step Job 
Posting and Automatic Candidate 
Referral 
 2:30 – 2:40 Questions 
 2:40 – 2:45 Wrap up and Goodbye!
Introductions 
Name 
Agency 
Title 
NEOGOV User since __________ 
Favorite Feature
September Enhancement Overview 
Application Status Page – Redesign (ONLINE-566) (9/11/2014) 
The Applications & Status page of the application has been redesigned 
to improve the view of previously submitted applications, history of the 
status for those applications, and to allow for self-scheduling for OHC 
Evaluation Steps for those organizations that utilize this feature. When 
referred, we now allow jobseekers to see which departments to which 
they have been referred and include the requisition number. This 
information may be used in a notice to jobseekers about their referral 
and any actions necessary on their part, or as a point of reference in 
discussing the status of submitted applications. With this 
enhancement, when an application has been referred to multiple 
requisitions and self-scheduling is used, the applicant will be able to 
self-schedule for each requisition to which they have been referred.
Navigation: Sign in to Jobseeker Account > select ‘Applications & Status’ 
from the user drop down menu
Additionally, the expand arrow to show application history has been replaced with a 
more intuitive ‘History’ link. 
Navigation: Sign in to Jobseeker Account > 
select ‘Applications & Status’ from the user drop down menu > select ‘History’
Jobseeker Help – Improvement (ONLINE-1172) (9/11/2014) 
A ‘Help’ link has been added to the menu bar for jobseekers applying through either the 
GovernmentJobs.com site or your organization’s career site. The links for Help & Support that 
were previously available beneath the Sign In button or on the username dropdown actions have 
been removed. This has been done to make access to Help tools more prominent and to improve 
jobseekers’ experience with the online application process. 
Navigation: GovernmentJobs.com 
OR 
Your organization’s career site > select a job posting > click ‘Apply’
Jobseeker Sign In – Improvement (ONLINE-1171) (COMING 
SOON! This feature will be released on September 18th.) 
Jobseekers can now login using either their Username or Email address. Quite 
often when jobseekers are having difficulty logging in, even after resetting their 
password, they are entering their Email address in lieu of their Username. By 
adding the ability for jobseekers to login using either, we expect this to 
significantly reduce the amount of jobseeker login issues. 
Navigation: GovernmentJobs.com > Sign In 
OR 
Your organization’s career site > select a job posting > click ‘Apply’
Updated Browser Compatibility (IS-16736) (9/9/2014) 
In March 2014, we announced that we would be discontinuing support for 
Internet Explorer 8 for Insight and OHC at the end of August. With that 
change, we are now officially supporting the following browsers: 
Internet Explorer 9, 10, 11 
Firefox 25 and above 
If you are using an older version of one of these browsers, it is time to 
update. Insight and OHC will continue to work on older browsers, but as we 
move forward, we will no longer test features or code to the standards of 
older browsers. Eventually some features may stop working if you haven't 
upgraded. 
In consistency with best practices in the industry and to provide quality 
service to our customers, our policy is to support the current release for 
both Internet Explorer and Firefox, as well as the previous two versions. For 
job applicants, we will continue to support browsers used by 5% or more of 
jobseekers.
Oral Exam Roster Report – New Report (IS-17727) (9/9/2014) 
A new standard report has been created for Oral Exam Rosters. This report functions 
much like the existing Test Roster report for Written Exams. It allows you to print a 
roster of all candidates scheduled for an Oral Exam for an Exam Plan and filter the 
list by Test Location and Test Date. This can be particularly helpful for managing 
interview rosters for those larger recruitments where interviews span multiple days 
and/or locations. This feature applies only to Oral Exam steps in Insight, not OHC 
Evaluation Steps. 
Navigation: Reports > Tests > Oral Exam Roster
Navigation: Reports > Tests > Oral Exam Roster
Ad Hoc Report Builder – New Fields (IS-15311, IS-17730) 
(9/9/2014) 
Two new fields have been added to the Ad Hoc Report Builder: 
Eligible Candidates / Banded Rank 
Hires / Position Code (for organizations who have an integration with 
Perform/Onboard/HR Core products or another HRIS system) 
Single Sign On – Improvements (IS-2458, IS-17388, IS-18114) 
(9/9/2014) 
For organizations who have a Single Sign On (SSO) integration with NEOGOV, 
the following changes have been made: 
o Insight Administrators can enter the SSO URL on the Agency Preferences 
o Notices sent from NEOGOV that include a link to login will use the SSO URL 
designated by the Insight Administrator 
o When users logout or time out from Insight or OHC, they will be taken to the 
SSO URL
Position Integration – Position History Snapshots (IS-17849) 
(9/9/2014) 
For organizations that have a Position Integration with Perform/Onboard/Core HR 
or with another HRIS system, both Requisitions and Hire actions will include a 
snapshot of position data at the time of the approval action. A ‘PCN Update’ 
column has been added with an indicator to alert users if the position data is 
currently different than it was at the time that the Requisition or Hire action was 
approved. This allows approvers to see the most up-to-date position data during 
the approval process and when viewing the information at a later time, users can 
view what the position data was at the time of approval compared to what it is 
currently. 
Navigation: Insight > Requisitions > select a status 
OR 
OHC > My Requisitions
Navigation: Insight > Requisitions > select a status > select a Requisition with PCN 
Update indicator 
OR 
OHC > My Requisitions > select a Requisition with PCN Update indicator
Round Table Discussion Topics 
 What are some examples of how NEOGOV has helped save you time 
and effort in regards to recruitment, onboarding, and / or employee 
evaluations? 
 How does your agency onboard new hires? What works? What 
doesn’t? 
 With many public sector employees eligible for retirement in the next 5 
years, what is your agency doing to pro-actively fill those upcoming 
vacancies? 
 How do you encourage your managers and employees to take more 
annual evaluations more seriously when merit increases are not being 
offered? 
 Outside of the currently offered NEOGOV products (Insight, Onboard, 
and Perform), what are some other areas where automation could be a 
benefit to your agency?
Insight Best Practices: 
One-Step Job Posting and 
Automatic Candidate 
Referral
What is One-Step? 
 Series of enhancements to reduce manual 
processing: 
 Eliminate App Received step 
 Improved job posting page 
 Create requisitions from Insight 
 Automatically refer applications 
 Use some or all of features to streamline recruiting
App Received Step Elimination Option 
Admin > Configuration Settings > Exam Plan
Improved Job Posting Page 
 Usability Improvements 
 Dropdown lists replaced with easy search & auto-suggest 
 Create exam plan from job posting page 
 Eliminates duplicate entry of exam plan and posting 
fields 
 Keeps job number and exam plan number in sync
Create Requisitions from Insight 
Security Setting: 
Admin > Insight Users > Permissions
Create Requisitions from Insight 
On Requisition List: 
Requisitions > select any status
Create Requisitions from Insight 
On Exam Plan: 
CandidateTrack > Exam Plan
Automatic Referral of Applications 
 How does it work? 
• Setting on each exam plan 
• Automatically referred when placed on eligible list 
• Referred to all open reqs associated to exam plan 
• Hiring manager notice sent each time referral is 
made
Automatic Referral of Applications 
Configure the Default Setting: 
Admin > Configuration Settings > Exam Plan 
Exam Plan Setup: 
CandidateTrack > Exam Plan > add or edit an exam plan
Questions?
Contact Information: 
Matt Orozco – Eastern Region Sales Manager 
P: (310) 658-5713 
E: matt@neogov.com 
Jayme Dolan 
E: jdolan@neogov.com 
http://www.neogov.com 
Access the attendee roster here: http://bit.ly/ZSdBO6 
@NEOGOV

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Neogov North Carolina Regional Users Group and Networking - September 2014

  • 1. Town of Apex, NC September 17, 2014 Moderated by: Matt Orozco and Jayme Dolan
  • 2. Today’s Agenda  12:10 - 12:15 Welcome and Agenda Overview  12:15 – 12:30 Introductions  12:30 – 1:15 September Enhancement Overview  1:15 – 2:00 Round Table Discussion  2:00 – 2:30 Insight Best Practices: One-Step Job Posting and Automatic Candidate Referral  2:30 – 2:40 Questions  2:40 – 2:45 Wrap up and Goodbye!
  • 3. Introductions Name Agency Title NEOGOV User since __________ Favorite Feature
  • 4. September Enhancement Overview Application Status Page – Redesign (ONLINE-566) (9/11/2014) The Applications & Status page of the application has been redesigned to improve the view of previously submitted applications, history of the status for those applications, and to allow for self-scheduling for OHC Evaluation Steps for those organizations that utilize this feature. When referred, we now allow jobseekers to see which departments to which they have been referred and include the requisition number. This information may be used in a notice to jobseekers about their referral and any actions necessary on their part, or as a point of reference in discussing the status of submitted applications. With this enhancement, when an application has been referred to multiple requisitions and self-scheduling is used, the applicant will be able to self-schedule for each requisition to which they have been referred.
  • 5. Navigation: Sign in to Jobseeker Account > select ‘Applications & Status’ from the user drop down menu
  • 6. Additionally, the expand arrow to show application history has been replaced with a more intuitive ‘History’ link. Navigation: Sign in to Jobseeker Account > select ‘Applications & Status’ from the user drop down menu > select ‘History’
  • 7. Jobseeker Help – Improvement (ONLINE-1172) (9/11/2014) A ‘Help’ link has been added to the menu bar for jobseekers applying through either the GovernmentJobs.com site or your organization’s career site. The links for Help & Support that were previously available beneath the Sign In button or on the username dropdown actions have been removed. This has been done to make access to Help tools more prominent and to improve jobseekers’ experience with the online application process. Navigation: GovernmentJobs.com OR Your organization’s career site > select a job posting > click ‘Apply’
  • 8. Jobseeker Sign In – Improvement (ONLINE-1171) (COMING SOON! This feature will be released on September 18th.) Jobseekers can now login using either their Username or Email address. Quite often when jobseekers are having difficulty logging in, even after resetting their password, they are entering their Email address in lieu of their Username. By adding the ability for jobseekers to login using either, we expect this to significantly reduce the amount of jobseeker login issues. Navigation: GovernmentJobs.com > Sign In OR Your organization’s career site > select a job posting > click ‘Apply’
  • 9. Updated Browser Compatibility (IS-16736) (9/9/2014) In March 2014, we announced that we would be discontinuing support for Internet Explorer 8 for Insight and OHC at the end of August. With that change, we are now officially supporting the following browsers: Internet Explorer 9, 10, 11 Firefox 25 and above If you are using an older version of one of these browsers, it is time to update. Insight and OHC will continue to work on older browsers, but as we move forward, we will no longer test features or code to the standards of older browsers. Eventually some features may stop working if you haven't upgraded. In consistency with best practices in the industry and to provide quality service to our customers, our policy is to support the current release for both Internet Explorer and Firefox, as well as the previous two versions. For job applicants, we will continue to support browsers used by 5% or more of jobseekers.
  • 10. Oral Exam Roster Report – New Report (IS-17727) (9/9/2014) A new standard report has been created for Oral Exam Rosters. This report functions much like the existing Test Roster report for Written Exams. It allows you to print a roster of all candidates scheduled for an Oral Exam for an Exam Plan and filter the list by Test Location and Test Date. This can be particularly helpful for managing interview rosters for those larger recruitments where interviews span multiple days and/or locations. This feature applies only to Oral Exam steps in Insight, not OHC Evaluation Steps. Navigation: Reports > Tests > Oral Exam Roster
  • 11. Navigation: Reports > Tests > Oral Exam Roster
  • 12. Ad Hoc Report Builder – New Fields (IS-15311, IS-17730) (9/9/2014) Two new fields have been added to the Ad Hoc Report Builder: Eligible Candidates / Banded Rank Hires / Position Code (for organizations who have an integration with Perform/Onboard/HR Core products or another HRIS system) Single Sign On – Improvements (IS-2458, IS-17388, IS-18114) (9/9/2014) For organizations who have a Single Sign On (SSO) integration with NEOGOV, the following changes have been made: o Insight Administrators can enter the SSO URL on the Agency Preferences o Notices sent from NEOGOV that include a link to login will use the SSO URL designated by the Insight Administrator o When users logout or time out from Insight or OHC, they will be taken to the SSO URL
  • 13. Position Integration – Position History Snapshots (IS-17849) (9/9/2014) For organizations that have a Position Integration with Perform/Onboard/Core HR or with another HRIS system, both Requisitions and Hire actions will include a snapshot of position data at the time of the approval action. A ‘PCN Update’ column has been added with an indicator to alert users if the position data is currently different than it was at the time that the Requisition or Hire action was approved. This allows approvers to see the most up-to-date position data during the approval process and when viewing the information at a later time, users can view what the position data was at the time of approval compared to what it is currently. Navigation: Insight > Requisitions > select a status OR OHC > My Requisitions
  • 14. Navigation: Insight > Requisitions > select a status > select a Requisition with PCN Update indicator OR OHC > My Requisitions > select a Requisition with PCN Update indicator
  • 15. Round Table Discussion Topics  What are some examples of how NEOGOV has helped save you time and effort in regards to recruitment, onboarding, and / or employee evaluations?  How does your agency onboard new hires? What works? What doesn’t?  With many public sector employees eligible for retirement in the next 5 years, what is your agency doing to pro-actively fill those upcoming vacancies?  How do you encourage your managers and employees to take more annual evaluations more seriously when merit increases are not being offered?  Outside of the currently offered NEOGOV products (Insight, Onboard, and Perform), what are some other areas where automation could be a benefit to your agency?
  • 16. Insight Best Practices: One-Step Job Posting and Automatic Candidate Referral
  • 17. What is One-Step?  Series of enhancements to reduce manual processing:  Eliminate App Received step  Improved job posting page  Create requisitions from Insight  Automatically refer applications  Use some or all of features to streamline recruiting
  • 18. App Received Step Elimination Option Admin > Configuration Settings > Exam Plan
  • 19. Improved Job Posting Page  Usability Improvements  Dropdown lists replaced with easy search & auto-suggest  Create exam plan from job posting page  Eliminates duplicate entry of exam plan and posting fields  Keeps job number and exam plan number in sync
  • 20. Create Requisitions from Insight Security Setting: Admin > Insight Users > Permissions
  • 21. Create Requisitions from Insight On Requisition List: Requisitions > select any status
  • 22. Create Requisitions from Insight On Exam Plan: CandidateTrack > Exam Plan
  • 23. Automatic Referral of Applications  How does it work? • Setting on each exam plan • Automatically referred when placed on eligible list • Referred to all open reqs associated to exam plan • Hiring manager notice sent each time referral is made
  • 24. Automatic Referral of Applications Configure the Default Setting: Admin > Configuration Settings > Exam Plan Exam Plan Setup: CandidateTrack > Exam Plan > add or edit an exam plan
  • 26. Contact Information: Matt Orozco – Eastern Region Sales Manager P: (310) 658-5713 E: matt@neogov.com Jayme Dolan E: jdolan@neogov.com http://www.neogov.com Access the attendee roster here: http://bit.ly/ZSdBO6 @NEOGOV