RBox Administrative Training – RBox

Summary
This training module is targeted at users in administrative roles who need to configure and manage the RBox application. It covers the all important RBox system and application level configurations for setting up and administering RBox.

Prerequisites :
Note that you need to have learnt the concepts and features in the following training modules before starting with this module:

RBox User Training – Module 1

This training module is divided into the following sections:

1. Using Admin Features
This section covers logging on as a user with Administrative privileges and using the System Configuration Navigator.

Key features covered are:

Logging on as a user with Administrative privileges
Using the System Configuration Navigator

2. System Settings (Basic)
This section covers performing system-wide configurations such as setting default country, time-zone etc.

Key features covered are:

Setting the default country, time zone etc.

3. Candidate Sourcing Settings
In this section we'll look at setting candidate merging options, setting candidate source tags and controlling accurate detection of candidate names and email-ids.

Key features covered are:

Setting Auto-Merging Options
Configuring Candidate Source Tagging Rules
Enabling Skipping of Text Wrongly Extracted as Email-ids & Names

4. User & Team Configuration
In this section we'll look at setting up new User accounts, managing existing ones, setting up User Groups and creating Functional Teams of users.

Key features covered are:

Creating New User Logins and Configuring User Permissions
Managing Existing Users
Creating & Modifying User Groups
Setting up Functional Teams of Users

5. Email Account Configuration
In this section we'll look at configuring new Email Accounts, different types of Email Accounts available and modifying existing ones.

Key features covered are:

Creating New Email Accounts
Different Types of Email Accounts and Their Purpose
Modifying Existing Email Accounts

6. System Settings (Advanced)
This section covers setting some advanced system-wide configurations such as data export settings, Reminder & Notification configuration etc.

Key features covered are:

Configuring Format Options for Excel Data Export
Configure reminder & notification settings

7. Mass Mail
In this section we'll look at configuring automatic scheduled mass mail including candidate & client mail, scheduling and batch generation options.

Key features covered are:

Enabling Scheduled Mass Mail
Types of Mass Mail Available
Scheduling & Batch Generation of Mass Mail

8. Data & View Customization
In this section we'll look at customization aspects of RBox including adding user-defined fields to different modules, and customizing module screens.

Key features covered are:

Configuring User Defined Fields
Creating Custom Screens Using Screen Designer

9. Master Data
In this section we'll look at setting up the pre-defined meta data provided in RBox for use in various modules such as list of locations, educational qualifications, companies etc.

Key features covered are:

Adding New Master Data: Locations, Qualifications etc.
Modifying Existing Master Data