Exchanging Project Materials With the Customer

Objectives

After completing this lesson, you will be able to:
  • Set up a file sharing platform with the customer
  • Send the job delivery intake documents, implementation overview, and readiness checklist to the customer

Setup of Customer Sharing Site

Rather than sending files in email, setting up a file share solution is highly recommended for the implementation to support the exchange of documentation and large image files.

Job Delivery Intake Documents for the Customer

The implementation consultant is responsible for managing the enablement of job distribution directly with the customer.

Send the Job Delivery Documents to the Customer

To send the job delivery documentation to the customer, perform the following steps:

Steps

  1. Send the customer the following files, located on SAP PartnerEdge:

    • Source Intake Form tab (part of the configuration workbook)
    • Recruiting Marketing Job Distribution – XML Feed Sources and Job Board Distribution
    • Feed Source Evaluation Doc
    • XML Feed Authorization Form for Indeed
  2. Direct the customer to complete the Job Distribution Sources tab in the configuration workbook to map out all of the current sources that the customer is using as part of their job distribution and online sourcing strategy.

  3. After the customer returns the completed workbook, conduct the job delivery meeting.

  4. This is discussed in more detail in another section of the course.

Readiness Checklist (Intake Form)

Before the consultant begins implementing Career Site Builder, we recommend that the customer provides the following:

  • Completed Readiness Checklist: This is where the customer documents their goals for the new site regarding branding, user experience, and recruiting strategies that they would like to emphasize (such as diversity, campus recruiting, work/life balance, and so on). They will also begin documenting the content pages and category pages that they would like on their new career site.

  • Web Style Guide: A document that outlines how to display the company's brand online, including color palette, font, use of logo, appropriate images, and so on. Also, a minimum of 15 to 20 employment brand graphics should be included.

The consultant should share the following documents with the customer:

  • Recruiting Marketing Implementation Overview

  • Recruiting Marketing Readiness Checklist

Before sharing, enter the following information near the top of the checklist:

  • CUSTOMER NAME

  • PLEASE RETURN BY (Allow five business days from the current date.)

It can take a customer several weeks to gather the necessary information and assets. Estimate approximately 10 business days on your project plan.

Completion of the Readiness Checklist may require a call with the customer to walk through their key hiring areas (both high-volume and hard-to-fill positions) over the next 12 to 18 months.

When completing the Readiness Checklist, focus on the following:

  • Up to 10 functional areas (marketing, finance, sales, and so on)

  • Specific positions within those functions that are most critical

  • Primary work locations for those functional areas and titles

Project Team Orientation (PTO) Guide

Recommend to your customer that they download the HR835: Project Team Orientation (PTO) Guide to be prepared for the decisions that they will need to make during the implementation.

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