Streamlining business processes in a Non-Profit Organization
The Requirement
Requirement—Solution Mapping
Standardization
Validation
Compliance
Automation
Collaboration
Idea Box could have a module called "Prospective Candidates" for which the process can be built.
- Create a module called "Prospective Candidates".
- Build the module with fields and sections relevant to the organization. The following is a screen grab of the "Prospective Candidates" module for Idea Box.
- The Blueprint for candidate recruitment process will be built on the Candidate Status field, which will have a few possible stages.
Blueprint Configuration
Go to Setup > Process Management > Blueprint.
Select the Prospective Candidates module and the Standard layout.
Select the Candidate Status field as the picklist field to base the Blueprint on.
Note: The Candidate Status field should have the following stages (picklist values):Contact Established -> Area of interest obtained -> Career history gathered -> Level 1 screening -> Level 2 screening -> Level 3 screening -> Background check -> Qualified/Rejected/On hold
In the Blueprint editor:
Following are the Transition settings for each transition:
Transition Name |
Before Transition |
During Transition |
After Transition |
Contact Candidate |
Record Owner |
Insert Message: Add Fields: Email Mobile Secondary email Select Make Notes as Mandatory |
NIL |
Area of Interest |
Record Owner |
Insert Message: 1. Describe candidate's startup idea in your words Add Fields: - Describe your idea - Have you worked in a startup before? - Startup budget Select Make Notes as Mandatory Select Make Attachments as Mandatory |
NIL |
Career History |
Record Owner |
Insert Message Complete the subform on career history. If there's no career history and candidate is a fresher, make a note of the same. Select Make Notes as Mandatory |
NIL |
Ready for Level 1 |
Record Owner |
Insert Message Enter level 1 score and notes on feedback Add Fields: Level 1 Level 1 score Select Make Notes as Mandatory |
Automate Email Notification to Record Owner and Record Owner's Manager.
|
Ready for Level 2 |
Record Owner |
Insert Message Enter level 2 score and notes on feedback Add Fields: Level 2 Level 2 score Select Make Notes as Mandatory |
Automate Email Notification to Record Owner and Record Owner's Manager.
|
Ready for Level 3 |
Record Owner |
Insert Message Enter level 3 score and notes on feedback Add Fields: Level 3 Level 3 score Select Make Notes as Mandatory |
Automate Email Notification to Record Owner and Record Owner's Manager.
|
Initiate BG check |
Record Owner |
Insert Message 1. Complete background checklist Add Fields: Education Add Checklist: - Education - Employment history if applicable - Feedback from previous employer - Criminal records if any - Conduct certificate from reliable source Select Make Notes as Mandatory Select Make Attachments as Mandatory |
Automate Email Notification to Record Owner and Record Owner's Manager.
|
Select Candidate |
Record Owner |
Insert Message Add Fields Overall performance feedback Select Make Notes as Mandatory Select Make Attachments as Mandatory |
Automate Email Notification to Record Owner and Record Owner's Manager.
|
On Hold |
Record Owner |
Insert Message Select Make Notes as Mandatory |
Automate Email Notification to Record Owner and Record Owner's Manager.
|
Rejection |
Record Owner |
Insert Message Select Make Notes as Mandatory |
Automate Email Notification to Record Owner and Record Owner's Manager.
|
Additional Settings:
Make the following Transitions, common transitions. That is, a transition that is accessible from any state in the Blueprint. For instance, making "Reject Candidate" a common transition would mean that you will be able to drop this candidate from the recruitment process even from "BG Check" stage or "Career history" stage, if you find that they are not qualified to proceed further. On that note, the following transitions will be required for you at any stage in the Blueprint, hence you can make these "common transitions"
Reject Candidate — To be accessible from all States except "Qualified".
On Hold — To be accessible from all States except "Qualified and Rejected".
Contact Candidate — To be accessible from On Hold and None States.
Create an SLA on the state: On Hold.
That is, if a candidate is put on hold for more than 5 days, send yourself an alert, so that you resume the process.
Blueprint results — Process Execution (Illustrated with screenshots)
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