Account Manager

This is the home screen for the account Manag-

er. Lets look at each object on the page linearly
Themesoft
from the top to bottom.

The first item on this screen is the New Candi-

date button. This button is used when you have
secured a new candidate and need to send to
HR for processing. This will be explained on sub-
sequent pages.

Next, you will see three tables.

* "Your Pending Candidates"
* This is a list of candidates still pending HR
completion that you created.
* "Your Recent Onboards"
* Consultants onboarded in the past 30
days that you created.
* "Your Declinations"
* Candidates that declined in the past 30
days that you created.

Finally, View all my consultants button. This

will take you to a page listing ALL candidates
that have ever been created by you regardless of
status.
Account Manager
New Candidate
This is the screen you will see when you have a Themesoft
new candidate to send to HR for processing.

This form should be filled in linearly, from top to

bottom. As you begin to fill in the form, certain
fields may disappear or others may appear as
dictated by certain contingencies.

* An example of this is the background screen,

if you select Yes a new field will appear for you
to select which BGV company to use.

Certain fields may have a dropdown menu of

items to select from. Using the Vendor as an
example, when the item does not exist in the
dropdown you must click on the plus icon to the
right to add the information.

The fields that are REQUIRED are those with a

red asterisk. These are required for processing
reasons. Note, there may be fields required for
your particular client but not others, therefore the
form may be submitted without these fields com-
pleted. It is up to you to be aware of what fields
are required for the client you are staffing for.
Account Manager
More
This screen will allow you to track the progress of Themesoft
HR as they process your candidate.

To get to this screen, look at the table Your

Pending Candidates. The furthest right column
displays the text More. Then click on the eye
icon for the candidate you want to see HR
information for.

At the top of the screen you can see whom the

candidate has been assigned to, when it was last
updated and whom last updated it.

Below this, you will see HR Comments. This will

show you all comments that the HR employee
has made on the candidate during processing.
This is strictly for internal tracking and only
Themesoft employees can see these comments.

At the bottom of the screen you will see Candi-

date Details. This simply displays the information
you had provided when you created the new
candidate.