RBox User Training: Module 1

Summary
This training module introduces you to the basics of starting with RBox and explains how you can start your session, navigate the User Interface and perform basic resume management and workflow functions.

This training module is divided into the following sections:

1. Roadmap
This summarizes the topics that will be covered in the training module..

2. Introduction
This section covers starting your RBox session and introduces you to the key elements of the RBox User Interface.

Key features covered are:

• Logging on to RBox

• RBox Menu Bar Options

• Using the Workbench Navigator

• Using the Notifications Bar & View

• Using SPanels

3. Adding Resumes to RBox
In this section you’ll learn how to add resumes to RBox from different sources.

Key features covered are:

• Importing Resumes from Desktop

• Importing Resumes from External Web sites

• Importing Resumes from Email

4. Candidate Management
This section covers common candidate management tasks that you can perform in RBox to better manage your database.

Key features covered are:

• Viewing Candidates, Sorting, Filtering, Page Navigation

• Editing Candidate Details

• Validating Candidate Contact Details

• Flagging Candidates

• Exporting Candidate list to MS Excel

• Communicating with Candidates via Email

5. Business Relationships
This section covers setting up your business relationships in RBox by adding client and contact information.

Key features covered are:

• Adding a Client and Client locations

• Specifying Resume Submittal Options for a Client

• Adding a Contact

• Linking a Contact with a Client

• Viewing and Managing Clients & Contacts