Product specification
Road to Globus Go-Live
Product specification
Road to Globus Go-Live
Intro
This Product Specification provides an overview of what Globus can offer in terms of product functionalities, the precise features included are detailed in the Quote.
The GTCs accepted by the Customer refer to this Product Specification, and constitute legally binding commitment from the date the GTCs are accepted, unless the parties thereto have agreed to the opposite in writing.
Globus Customer Success-team will facilitate the set up -project implementation with specific systems and Customer-specific features if those have been agreed to and communicated during the kick off. Globus will also provide training and support to users during the implementation period, as agreed by the parties.
All potential changes to the product scope will be communicated here.
Application Scope
- A cloud-based web application built on scalable infrastructure.
- Customisable tenant environment that allows users to work from wherever.
- Access Globus staffing on mobile and desktop browsers.
- Globus staffing can be configured with a read-integration with your CRM.
- AI-based email information extraction.
- Globus processes emails received by the client's team and creates orders in the System automatically.
- Globus can fetch new orders from your existing order portals if data is accessible (for new portals, an estimate will be provided to the customer).
- Globus facilitates engaging with potential candidates within your existing database through personalized engagement campaigns.
Integrations
User authentication
Globus Staffing will be configured for users. The users will access Globus Staffing using their Office365 accounts and Single-Sign-On or a unique username and password.
ATS/CRM Integration
Globus can integrate with ATS/CRMs to get a list of candidates, customers, and/or orders. Globus is dependent on the following information to initiate integration implementation: API-Key /Access tokens for Production environment and Sandbox Environment.
Given that all informationis available, the CRM integration will allow for fetching data on:
- Customers with attributes, departments/projects
- Candidate profiles with attributes
Office365 E-mail integration (if applicable)
Globus can integrate with your shared inbox, to fetch job requests received by email. Each email will automatically generate a corresponding job requirement in Globus Staffing. It is always recommended that job requirements parsed from e-mails are verified in Globus Staffing by the end-users to ensure that data is parsed correctly.
- Emails will be directly accessible in Globus Staffing.
- The level of detail of the job requirements in Globus Staffing is dependent on the structure and format of e-mails.
- All parsed e-mails will receive a “Globus” label in the shared Outlook inbox.
Parsing setup
- Set up a shared inbox
- Send credentials of a shared inbox
If the client has another email provider, Globus is able to receive and process forwarded emails to a separate email inbox created specifically for the client’s emails.
Product Capabilities
Dashboard
The dashboard is a main page for the user that is aimed to provide a work overview and select the right thing to get done next:
- General month statistics.
- TOP of orders (it’s possible to select a segment to display).
- TOP of candidates (it’s possible to select a segment to display).
- Recommendations and highlights.
Order: management and fulfilment
To allow the user to find the orders, there is a powerful search and filtering functionality. To narrow order searches on the orders page, custom dynamic segments can be configured by the user. There are predefined segments available and the user can create their own segments.
Orders creation and modifying
The following fields will be enabled in Globus Staffing on the order creation page. These fields will have dropdown lists with data fetched from your CRM integration (with possibilities of auto-complete search) or will be automatically populated through parsing (quality of data population is dependent on e-mail structure and quality).
- Customer name
- Department/ project name
- Location
- Contact Person
- Information for Candidates
- Role
- Skills and competences
- Shift date and timings
- Period date and timings (for longer job requests)
AI-based email information extraction
The order edit UI displays the attached emails that were used to create the order.
The order is pre-filled with the information AI extracted from the email.
It is always recommended that the end-users verify job requirements parsed from e-mails in Globus Staffing to ensure that the data is parsed correctly.
Order fulfilment
Recommender and Matching
Globus will configure and enable our AI-matching functionality for all job requests. When job requests are created either manually or through parsing, Globus will automatically match candidates based on weighted parameters.
Matching parameters include:
- Matching role
- Matching skills and competences
- Matching location
- Candidate availability
- Candidate work History
- Candidate’s location and working time preferences
The user is able to clarify (filter or exclude) the suggested list of candidates by specific parameters, such as location, work experience, role, skills, etc.
Additionally, self-learning will improve matching results over time.
Matching criteria will be weighted during the implementation phase, to ensure the most accurate recommendations.
Fulfilling orders with Globus
Send orders to your candidates via SMS or email. The candidate then has the opportunity to view the order’s details and decide whether to accept or reject some or all of the shift(s) or period offered.
You will be instantaneously notified of the candidate’s response within the application.
Candidate confirmation
After assigning a candidate to a shift or when a customer has accepted the candidate, the candidate will be sent a confirmation email (or/and sms) that may include:
- Customer
- Department
- Visiting address of the customer (if available)
- Role
- Contact information (If agreed to be enabled)
- Overview of assigned shifts/period
Candidates
All candidates fetched from your ATS/CRM will be displayed in the candidates’ section in Globus Staffing. Booked shifts and/or periods are visible in the candidate calendars.
To allow the user to find the candidates, there is a powerful search and filtering functionality. To narrow order searches on the candidates' page, custom dynamic segments can be configured by the user. There are predefined segments available and the user can create their own segments.
Candidate(s) availability can be seen on the individual candidate calendar. Availability requests can be sent to one candidate or bulk-sent to multiple candidates from the candidate menu. Candidates receive a web link where they easily can update availability.
- Candidate responses are updated immediately in Globus Staffing and will be reflected in the calendar view.
- Candidate availability can also be added/edited by end-users of Globus Staffing
- Candidate availability will be used for matching candidates to job requests.
- Candidates are able to provide their work-time preferences as well.
Talent Engagement
This add-on feature facilitates tailored interaction with candidates from your existing talent pool through specialized engagement e-mail campaigns.
It allows the construction of customized email campaigns delivered straight to potential candidates' inboxes.
Integrated analytics provide detailed tracking of campaign engagement, including open and interaction rates.
This module serves to enhance an agency's brand visibility or advertise specific job opportunities, thus expanding the active talent base.
A unique aspect of this module is its ability to automatically segment activated candidates, enabling recruiters to concentrate resources on the most promising prospects.
The 'TalentEngagement' module can include powerful AI-based tools that simplify creatingof inspirational and engaging content for email campaigns .
Customers
All customers fetched from your ATS/CRM will be displayed in the candidates’ section with the capability to edit candidates’ profiles.
Order portal
An order portal that can be enabled per customer, allowing customers to place job-requests directly onto your Globus account. Order portals can be configured as requested.
Customer representatives get their own credentials for the order portal. They can create an order based on the following parameters:
- Customer name (pre-set)
- Department/project
- Location
- Role
- Skills and competences
- Time of shift/period
- Due date
- Additional comments
Submitted job requests from the portal will be automatically created in Globus Staffing.
Candidates’ interfaces
The candidates have transactional interfaces that allow them to provide their availability and accept/decline opportunities that were personally offered to them.
Links to the candidate’s interfaces are delivered by email or SMS notifications.
The availability-providing interface has a permanent link for the candidate, so they can save the link in bookmarks and back to the system when decide.
Candidate and customer communication
When working with Globus Staffing there are several possibilities for sending out information to candidates (through SMS and E-mail) and customers (through E-mail).
Before Go-live, Globus will provide a template with examples of all E-mails, SMS, and other text information visible to external parties, so these can be customized.
Help and Support
As part of your standard package with Globus you have a dedicated Customer Success Manager ("CSM") to lead you through implementation and onboarding. You will also have access to a full development team covering parsing, integrations and configuration (at an applicable T&M rate).
Depending on your implementation requirements, regular meetings will be scheduled, and project timelines created and shared.
Full training is provided by your CSM during the onboarding phase and refresher training can be booked in past your initial go-live.
Resources can be accessed in the Globus help centre https://intercom.help/globusai/en/ and the team can be reached on support@globus.ai or by using the chat bubble within the Globus application.
New features and updates are published here and you will be informed about them via in app announcements.
With love,
Globus AI team