VINNY PRO ACADEMY

Training Plan Overview

WHAT IS THE VINNY PRO ACADEMY?

10-part training series designed to take you through the core functionality of Vincere that every business, no matter what size or industry, needs to know to utilize Vinny to its full potential.

There are 3 branches that can be taken:

Perm

Retained

Temp

Or you can mix-and-match to cover all the different types of recruitment your company requires.

Once you have completed the VPA, if you have purchased the 1hr Bespoke Training Session add-on, we encourage you to write down any and all questions and to send these to your Vinny Trainer.

Let's Get Started!

WHICH PATH TO TAKE?

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HIGH LEVEL OVERVIEW

✔️ An intro to Vinny ✔️ Sidebar Menu ✔️ User Settings ✔️ Quick Add ✔️ Quick Search / Advanced Search ✔️ ATS Pipeline

BD & MARKET TRAINING

✔️ How to add Companies & Contacts ✔️ Navigating the CRM ✔️ Distribution lists ✔️ Adding BD activities ✔️ CRM Pipeline

JOB QUALIFICATION - PERM

✔️ Adding Jobs ✔️ Adding Job Leads ✔️ Viewing Jobs ✔️ Posting Jobs ✔️ Marketplace - Job Board Aggregators ✔️ Auto-matching

JOB QUALIFICATION - TEMP

✔️ Adding Jobs ✔️ Creating Shifts ✔️ Viewing Jobs - Shift Scheduler ✔️ Job Profiles ✔️ Posting Jobs Marketplace - Job Board Aggregators ✔️ Auto-matching

JOB QUALIFICATION - RETAINED

✔️ Adding Jobs ✔️ Setting Tranches (Invoice Scheduler) ✔️ On specific date - ✔️ At specific job stage - ✔️ Manual - ✔️ Viewing and managing Invoices ✔️ Marketplace - Vincere Invoicing

PIPELINE BUILDING & SOURCING

✔️ How to add Candidates (Quick Add, Email, Import, Parsing & Velocity) ✔️ Candidate Profile & Actions • Shortlisting • Send • Floating • Comments/Tasks ✔️ Request consent ✔️ Creating Talent Pools ✔️ Consolidated Act ivities Table

UNLOCKING VINNY SEARCH CAPABILITIES

✔️ Table Search ✔️ Intro to Quick Search ✔️ Free Text vs Field Searching ✔️ Advanced Search ✔️ LinkedIn Search ✔️ Boolean & Saved Search tips ✔️ Find Suitable Candidates / Auto Match

JOB CONTROL

✔️ Pipeline Overview ✔️ Shortlist ✔️ LiveList™ ✔️ Arranging Interviews ✔️ Offers ✔️ Placements

MOBILE APP & VINNY CHAT

✔️ An intro to our Mobile App ✔️ CRM ✔️ ATS ✔️ Quick Actions ✔️ VinnyChat

SHIFT SCHEDULER

✔️ Navigating Shift Scheduler ✔️ Pre-Book ✔️ Booking Shifts ✔️ Cancelling/Deleting ✔️ Shift Patterns ✔️ Invoicing (Non- Time Temp)

USEFUL RESOURCES

SUPPORT PORTAL

From guides, to tutorials and best practices, you'll find everything you need here

• Support Articles
• Videos
• On-demand tutorials
• Tips & Tricks
• Industry Advice
• Support team

WEBINARS

Join our Customer Success team on our complimentary webinars hosted both on-demand & live. These are great for customers to get acquainted with the basics, understand best practices and get the most out of your investment with Vincere.

Reserve your spot here

LOOKING FOR MORE TRAINING?

These sessions are separate from your core training package & your trainer will discuss how you can book these separately.

Contact us

help.vincere.io | support@vincere.io