Compass Quick Reference Guide - sedonacompass.com

1 Page 1 of 5 Updated 10/05/09 2009 Copyright. The Sedona Group. All rights reserved Quick Reference Guide People Search for a Person Select People (Maroon Tool) Input Person s name to search Select Person Change a Person s Demographics - Select People (Maroon Tool) Input Person s name to search Select Person Select Candidate Information Change a Person s Tax Information - Select People (Maroon Tool) Input Person s name to search Select Person Select Tax Information Locked Login Account Person Select People (Maroon Tool) Input Person s name to search Select Person Select System Information Change Locked Login to No Select Save Input Check Hold Flag Select People (Maroon Tool)

2 Input Person s name to search Select Person Select Tax Information Select Check Hold Flag Look-up Create Call-In Activity Select People (Maroon Tool) Input Person s name to search Select Person Select New Activity Select Activity Type Availability Inactivate a Person Select People (Maroon Tool) Input Person s name to search Select Person Select System Information Select Status Look-up Attach Document/Resume to Person Select People (Maroon Tool) Input Person s name to search Select Person Documents New Document Select File Select Type Create Interview Request from Person Select People (Maroon Tool)

3 Input Person s name to search Select Person Select Candidate Activity Select Candidate Submitted Activity Select Interview Request Approved for Hire from Person Select People (Maroon Tool) Input Person s name to search Select Person Select Candidate Activity Select Candidate Submitted Activity Select Approved for Hire Create Assignment from Person Select People (Maroon Tool) Input Person s name to search Select Person Select Candidate Activity Select Candidate Submitted Activity Select Create Assignment Page 2 of 5 Updated 10/05/09 2009 Copyright.

4 The Sedona Group. All rights reserved End Assignment from Person Select People (Maroon Tool) Input Person s name to search Select Person Select Assignments Select Assignment # Select Assignment End Assignment Rate Change from Person - Select People (Maroon Tool) Input Person s name to search Select Person Select Assignments (Right-side Checklist) Select Assignment # Select Assignment Rates Select New Rate Input Information Select Save HR Activity from Person Select People (Maroon Tool) Input Person s name to search Select Person Select Assignments Select Assignment # Select HR Activity Select HR Activity Type Select HR Reason Create Job Inquiry Activity Select People (Maroon Tool)

5 Input Person s name to search Select Person Select New Activity Select Activity Type Job Inquiry Input Comments Highlight/Remove Sedona Select Client name for Job Select Related Object Type Order Select Related Item Order # Create Job Refusal Activity Select People (Maroon Tool) Input Person s name to search Select Person Select New Activity Select Activity Type Job Refusal Input Comments Highlight/Remove Sedona Select Client name for Job Select Related Object Type Order Select Related Item Order # Client Search for a Client Select Companies (Maroon Tool) Input Client s name to search Select Client Change Client s Demographics Select Companies (Maroon Tool)

6 Input Client s name to search Select Client Select Company Details Add/Edit Client Contact Select Companies (Maroon Tool) Input Client s name to search Select Client Select Contacts Select Contact to Edit or Select New Client Contact Add/Edit Client Billing Address Select Companies (Maroon Tool) Input Client s name to search Select Client Select Addresses Select Billing Address or Select New Address Select Address Type (Billing) and Select Main Address Page 3 of 5 Updated 10/05/09 2009 Copyright.

7 The Sedona Group. All rights reserved Submit Job Title to Risk Division Select Companies (Maroon Tool) Input Client s name to search Select Client Select Job Titles Select New Job Title Input Client Markup Select Companies (Maroon Tool) Input Client s name to search Select Client Select Client Admin Select Markups Select New Markup Previously Worked at Client Select Advanced Search Select Skill Search Select Lookup on Previously worked at Client field Input Client name Select Go Select Client Select Search Orders Create New Order - Select New Order (Gold Tool Bar) Input all information Select submit Search for Orders (Open)

8 - Inbox Select Orders Open My Branch Search for Orders (All Statuses) - Select Orders (Maroon Tool) Input Client s name to search Select Owner Sales Group, if applicable Select Status Look-up Select Owner, if applicable Duplicate (Copy) an Order - Select Orders (Maroon Tool Bar) Input Order Info. to search or Select Recently Used (Right side) Select applicable Order Select Order Actions Duplicate Input all information Select submit Submit Candidates to an Order - Select Orders (Maroon Tool Bar) Input Order Info.

9 To search or Select Recently Used (Right side) Select applicable Order Select Order Actions Submit Candidates Select Candidate Look-up Create Interview Request from Order - Select Orders (Maroon Tool Bar) Input Client s name to search Select Client Select Candidate Activity Select Candidate Select Interview Request Create Assignment from Order - Select Orders (Maroon Tool Bar) Input Client s name to search Select Client Select Order # Select New Assignment Input Candidate name or Select Submitted Candidates Select Name Assignments End Assignment - Select Assignments (Maroon Tool) Input Employee name to search Select Assignment # Select End Select Status Select Reason for Leaving Select End Date Page 4 of 5 Updated 10/05/09 2009 Copyright.

10 The Sedona Group. All rights reserved HR Activity - Select Assignments (Maroon Tool) Input Employee name to search Select Assignment # Select HR Activity Select HR Activity Type Select HR Reason Assignments Search Prior to Start Date Select Assignments (Maroon Tool) Input Sales Group, if applicable Input Start Date Range Page 5 of 5 Updated 10/05/09 2009 Copyright. The Sedona Group. All rights reserved Helpful Hints (* Asterisk) Required field throughout system; must be populated to save.