Before the Profile Call

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What we’ll cover

1. Initial Job Assignment Process

2. Creating a new Hiring Manager

3. Engaging the Hiring Manager

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1. Initial Job Assignment Process

A. How jobs are assigned

B. Client orientation

C. Research

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1.A. How jobs are assigned

• Jobs are assigned by the HCN Manager and/or Client Manager based on:• Expertise: Industry and/or job category• Geography: If an onsite presence is requested• Metrics: HM Satisfaction Survey scores and Fill Rate• Consultative Approach: Drive the recruitment process and

establish self as a trusted partner• Accolo Process: Able to articulate the Accolo value and process

in a way that drives adoption

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1.B. Client Orientation

• Upon assignment, Accolo Client Manager will provide you with:• Job title• Job description• Hiring Manager details• Client company name• Client company description

• Intake call with Accolo Client Manager upon assignment:• Contract details and client stakeholders• What the client does and how they differentiate themselves• Client culture• Client specific recruiting process information

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1.C. Research

• Accolo system• “Companies” tab• “Jobs” tab

• Job description• Client company website

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1.C. Research: Accolo System – “Companies” Tab

• Check the “Companies” tab for engagement details:• Background and reference checks• Preferred interview process• Offer negotiation• Visa sponsorship/transfer policy• Relocation policy

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1.C. Research: Accolo System – “Companies” Tab (cont’d)

“Companies” tab > Enter company name > Search

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1.C. Research: Accolo System – “Companies” Tab (cont’d)

Notes & Attachments > Review all content & attachments

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1.C. ResearchAccolo System – “Jobs” Tab

• Has your Hiring Manager run jobs with Accolo before?• No – HM will need an Accolo process overview on profile call and

an Accolo system demo during first meeting after job launch• Yes – Review the jobs your HM previous ran with Accolo

• Review other jobs for your client within the Accolo system

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1.C. ResearchAccolo System – “Jobs” Tab (cont’d)

“Jobs” tab > Show Advanced > All Jobs > HM Name / Company Name > Jobs Status of All > Search

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1.C. Research – Job Description

• Review unfamiliar terms• Look for similar jobs to compare requirements• Make notes on terms or requirements about which you

require more detailed information• Prepare questions for your intake call ahead of time

• Leverage one of the Profiling Templates available on Socialtext

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1.C. Research – Client Company Website

• Familiarize yourself with their website• Review:

• Products and services• About us and corporate history information• Executive leadership information• News and press releases

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2. Creating a new Hiring Manager

“Companies” tab > Company Hierarchy > Add > Add Hiring Manager

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2. Creating a new Hiring Manager (cont’d)

Enter your HM’s info and click “Save”

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3. Engaging the Hiring Manager

• When: Within 24 hours of your client orientation with the Accolo Client Manager

• How: • Email: Send an introductory email to your HM including: your

contact info, availability to conduct the profile call and your HC Bio

• Phone: Follow-up via phone after sending your intro email

The consultative process starts NOW!

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3. Engaging the Hiring Manager (cont’d)

• Client satisfaction is our first priority:• Advise and consult with the HM• Establish yourself as a credible authority on the recruiting

process • Be willing to go the extra mile for your HM

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Review

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Review Questions

• What is one of the first things you should do when you are assigned to a new client?

• What type of research can you do within the Accolo system to learn about a new client/HM?

• What should I include in my first email to a HM?