Recommended platform setup to help optimize your business processes

Use Medallia Concierge to streamline your business operations by sending automated interview reminders, manage and communicate with contractors through the hiring process and even send weekly time card reminders to hourly contractors. ​Here is our recommended configuration to help optimize your business processes.

KEY INTERACTIONS to think about:

• New hire paperwork instructions

• Timecard reminders

• HR related questions

• Finding new projects for current contractors rolling off past projects

TEMPLATES to create to quickly answer contractor FAQs:

• New hire paperwork instructions

• HR benefits questions

• Interview availability for new projects

• Directions to drug testing site

• PTO policy

SEGMENTS to setup to help target your communication:

• Current Employee

• Client site

• Available to work ASAP

• Pass/Fail Drug Test

TAGS that can be temporarily applied to individual contacts:

• New Hire

• Terminated

ZINGS to create to help automate your communication and processes:

• Weekly time card reminders with instructions

• W2 availability for taxes

• Employee happy birthday

Want to see a step by step walkthrough of this and other Staffing & Recruiting use cases? We've got you covered, check out the video section of our knowledge base for our in depth video tutorials.