OSOS
Create New Account created by Mark and Pete Email sent to admin of new vacancies, enter new job openings into Zoho ( gemmas role but more training required - so being done more attention to detail required. Needd to ensure adequate info is given to open the job and have clear idea of client and location
Find Candidates on Seek
Add to shortlist
Call Candidates
Send email to
to down load CV's
Create personnel folder
Add CV to personnel folder
Subtopic
Upload CV to Zoho
Format CV
Email CV back to ????????? and add candidate to tracker
Send predoc s email to candidate
Candidate replies with certs and quals
Naming conventions and save in personnel folder
Upload to Zoho
Submit CV to client
Rejected - update Zoho with notes and withdraw CV from tracker and what does this look like?
Approved - email admin to begin onboarding
Tuesday and Thursday send table of candidates to client for update
Change tracker to approved
Call candidate to advise they are now in contract
Chase all docs, both medical and inductions if required
Update tracker with certs
Send personnel pack including PPE sizes and contact / emergency contact
Advise client of medical / DAS booked dates
Send table of approved personnel with mob dates / project to client to confirm no changes
Subtopic
Excel Mobilisation Tracker
needs to be filled out by hand
need Zolo solution with alerts and automation.
Zoho needs
dashboard to show latest actions ie latest applications from seek - instead of it associating immediately to a job. Need to be able to see the latest actions in dashboard so that we can immediately see which accounts to open first and then which resumes etc have just arrived - though this is dated but applies to all actions like offered or hired ( check filters )
CLAIRE
ZOHO
Analytics
can link to xero, can also link to Linked In - Facebook for better metric insights
Backstage
event and tradeshow management
Bigin
single business owner CRM
Bookings
organise meetings - can set available timeslots for meetings and people can set online meetings for available timeslots - what Matt used for video chat with me
Books
Matt uses keypay via Intrahub due to his use of contractor ( no payroll in Australia ) Does the same as Xero - main advantage of books is full integration ie don't have to download Xero to check accounts - ??? - but it does not have payroll - ???
Campaigns
Like mailchimp but linked to CRM - email marketing
Checkout
take payments like donations via stripe then to charity credit card.
Cliq
like teams but can integrate with different apps
Connect
create groups eg Chevron, social groups - can be open or closed or invite only, ( in group can create manuals, can set up in files ( collaborate ) and set up event for a group. Can set up digital whiteboard and connect to Cliq
Trello
Task management in connect
Creator
App builder used by Matt - extra cost for app development unless a simple request
CRM
enabled but not activated
calc %, leads sales?, integrate tasks between apps, set up company business alert in this?
Dashboard
can share live progress reports with the client with rules
Desk
Raise internal tickets ( integrated to CRM ) - can assign tickets, can get metrics and link to Analytics
Expense
auto upload of receipts in the field ie lunch with client - for staff not contractors - scan receipts from phone can link to customer in CRM to see what cost spent attracting each customers business
Flow
back end connection development of apps - like Zapier
Forms
online forms - can be integrated to one app ie CRM only????
feature allows comment from others but not sent to the client - linked to CRM - pulls up CRM candidate history / contacts - can we also have team members using the same email but can track which account
Marketing
Meeting
Video call with Matt - no camera from me on Microsoft can meet anyone but run by Cliq ( inhouse software ) so need Cliq account to work
Notebook
People
HR component - can register paysheets but not for candidates or contractor - ideally for long term staff
Recruit
no OSOS automations yet -
Create Blueprint ( Mindomo ) - flow chart with actions , also escalations and identify straight jacket issues
Salesbox
email - for who - sales personnel?
Sales IQ
replaces Google Analytics
Sheet
Zohos excel app
Show
Zohos powerpoint app
Showtime
online workshops
Sign
signatures for contract offers - set up rules and forward?
Sites
online workshops
Sprints
agile project management
Subscriptions
prorata billing for Zoho subsscriptions
Survey Monkey
send out client surveys on candidates
Teambox
Group email inbox - max 3 inbox's
Vault
Workdrive
collect files and securely share externally with rules - can this replace sharepoint?
Workerly
Payroll export to ? this is separate Zoho(?) app outside of normal packages
Writer
Zohos' word app
Zia
Zylker
To Do
Website update
Training Modules
utilise keyword help / search system
Leadership for staff
Business Mind Map with registers and time / date alerts ( excel ?)
Zoho Suite
New recruiter Add in seek
Fail Forward for Gemma 5%
Training for Shane
Understand workerly and systems for Claire
Name change of company - pay for search ranking above Ososglobal - do seo analysis of labour hire company and Indigenous labour hire or similar
what is info@ososalliance email ?
update linked In
centralize files and company info with access rules what is the backend access and regular checks and balances on the accounts iegambling
Defined job positions with TNA for recruiting new personnel
understand and register employee access to systems to enable oversight but also ease of demob
Software licencing and other undocumented costs - where is the account oversight - talk to Claire ( Octect ?)
Company facebook / Linked In pages -how are we advertising
Develop company induction online for values and expectations but also point of contact for unexpected demob etc - employee to agree to induction terms = grounds for termination if not followed Get outsourced HR and HSE to give us risk assessment on our business for Induction and site visit / audit requirements.
What are out RTO ecosts and how does that compare to a JV with a small RTO or developing our own? ( coupled with Medical )
Tax - deducting vehicles? etc what are we missing...have we done an accounting analysis and checklist for the business on all costs and potential cost savings? What is our Tax Plan? Who has Corporate Key?
Alternative to Mindomo with time date actions?
Website Update
controlled by Dean Graham
update 3 x capability statements
supply nations images change from registered to certified
Also update capability statement with supply nations to certified
add partners page to website Rams, Halson, caledonina probably be logos with hyperlinks added to bottom of cap stats on website - make website lgogos (? ) look more like our experience not our partners
logos
ist test
Clients
Adenco
Aerison Pty Ltd
Caledonia MOU
2 x traineeships at Garden Island
DDR / Duratec
Garden Island?
Sydney?
ESI Alphatec
HR Elements
Kaefer
SG controls
SRG Global
Alcoa
Tonkin Gap Alliance
Ventia
AML 3D
Tony Moses at aml 3d for osos in Adelaide
Manufacturing on Demand
Hand sanitizer dispensers
Supper duplex connections
continuous weld plus additive to become 30% stronger
Shared Warehouse
blinds manufacturing?
DNV certification
Arrow Energy
Barossa?
Caledonia
Clough contract ?
Clough
QLD tie-in
Equinox ( jnr Miner )
Halson
Inland Rail?
Kalgoorlie
Matrix
Origin Energy
PNG
QLD - Chinchilla - Uncle Roland
South Qld
Subtopic
Upstream Energy
Mick Evans - what relationship can we develop/support for Upstream labour Hire?
Ric
Personal staff development
Gemma
Typing
taking notes for addressing during or at end of day ( debrief )
communication and confidence
whole brain / Briggs Myer
Fail Forward
5 year plan
who am I
Friends and family, Hobbies makeup make up friends events, pay for makeup -jack russell =chiwawa - reading psycho thrillers,Loves the bush
dislikes -
Wants - travel to new zealand, greece, eguiypt, singapoer, pop form malaysia and to malaysia - , (at one stage maybe owen a beauty salon - ( you tube channel) -
Financial goals
Financial goals - financially stable = looks like = do a financial management course = small business development course
Ric
business accumen
whole brain
accounting
company structure and shares
leadership
Typing
Claire
workerly
Michelle
Mobilization coordinator
Sonia
Leadership - whole brain
Zoho systems development
Training modules inline with Zoho system roll out
Business structure with registers and date range alerts for eg insurance, asic registration. Also corporate key etc
Who am I? not Jackie Chan...
Aunty Shirley
Peter Harris
41% owner of OSOS
will distribute to OSOS who our partners are _ overview
Kep Kanana
Mark and Trent - now defunct - what is status of asic registration etc
Boola Buja???
Petes mum Zita
Mark
New job ad created in seek
this currently flows through to job openings in Zoho ( currently automated )-
recruitment ( shane )- reviews CV's in zoho and unassociates unsuitable candidates ( need to talk to Matt about CV's being unassociated then associated by us because all new cvs go into associated ( so an extra first step in front of associated where seek resumes go )-
Call associated candidates to discuss role
If suitable format cv and we submit cv to client for approval
Client approves
reccruitment then sends onboarding email to mobilisation team ( Michelle ) - and Gemma - Sonia ( but needs to be removed from that responsiobility ) -and calls candidate they have been approved by the client and that they are being handed over to the mobilisation team.
Onboarding team calls candidate to welcome to team and are sending onboarding email / packl to candidate and enters candidate details intp Mobilisation tracker .
NOTE - we need ability to email and file from zoho
Candidate emails are via outlokk in the admin email and once certs etc downloaded we file the email into outlokk folder ( filter style of folder tree )
upon receipt of quals and certs -mob team reviews and identifies any missing information , training required,and creates a new personnel folder ( file ) in sharepoint and name convention certs ( if anything is outstanding or out of date we seek approval for training ( training request form to be developed ) - submit to training manager ( Sonia ) for financial approval for the expenditure against that job ( ie may only be 2 days work therefore no training or candidates pay for it thermselves or may seek payment from the client ( ? ) and book approved training with prefferred training provider ( contact candidate by phone or email or both with training required and what dates they are available ( we normally can see what slots are available on rto website ) / email the rto with booking request with dates - once booking confirmation received from rto send calender invite to candidate containi0ng the booking details and booking confirmation. ( booking confirmation contains all pdf info files but also has main poinsadded as text in the message with possibly a hyperlink to training portal ) ( instructions at bottom of email opn how to accept or decline the invite for the training so that we get calender update ) then update the excel mob tracker with cert details and dates ( also booking dates - but rto details of training not added to tracker ) - and send out request for any missing or addtional info
we use calender in outlook ( updates from accepted or declined invites to monitor and potentially send ? phone reminder to candidates that they have an appointment to attend. Can this be automated in zoho so that the rtos and training auto updates to zoho calender without cut and paste to outlook.
Book medicals - details and booking dates into Mob tracker - ( may only require DAS if going to sane site within 28days or client specific ) Once results received extract fit for work and das pages ( normally a PDF ( adobe acrobat ) and send to client via outlook -
Issue any client onboarding forms to candidate, and enter into tracker that we have sent them to candidate , once received back - send through to client and update tracker that client paperwork has been received ( we do not add to tracker that we have sent info to client ) updtae tracker with ready to mobilise and email client to confirm mob date ( because mob date need to be added to letter of offer and contract ) and tracker updated with new mob date if required.
send candidate letter of offer and contract ( was Michelle sending this but will now be Claires responsibility as she has access to all of the pay rates ) all of this window needs to be templated and pushed through zoho - Claires responsibility to chase up contract returns ( zoho must have accees rules for this part of process )
Enter returned contract in to zoho ( should be just the signed page extracted from whatever format candidate emails back as this is not an electronic signature. This is a fillable PDF but needs to be linked to electroninc signature page. And full contract saved in personnel folder in sharepoint
Now mob team do follow up call to ensure that candidate has received flights from client, picked up or received ppe and received mob details for arrival process and contact name and number on arrival -
CLAIRE
payroll processes
NOTE how can we name convention certs and quals to automate this process - clients require name convention certs etc so that - we currently pull up training reports via tracker mobilisation dates and choose the date range. ( everything manual ) - we need this in CRM linked to Analytics for real data.
NOTE - due to delays in getting appointments for medical we are sending people to training befor e they pass their medical - solution? can we put a training cost clause for reimbursement for cancelled offer by candidate, or find better medical service ( future tracking of medical and training costs ( losses ) to get oversight on whether our own medical service and training rto and financially viable - or perhaps a JV )
Client rejects
advise candidate theyt are unsuccessful as per previous process and remove from associated job in Zoho.
these candiadtes are still in the zoho system ( unassociated ) - and can search using the candidates tab up top - we can search using search and then can filter - search will pull up keywords within candidates resume.
NOTE very important that as muchv detail is entered and updated to ensure effectiveness of filter search. ie address for location filter - this is best done on the laptop in recruit with candidates cv open so we can add skillset that may not be populated by his CV - including details for filters like address ( we need to have seek resume population into recruit tag the fjob applied for )
Not suitable - advise candidate eg ( not suitable fot this current role but we will be in touch etec etc
NOTE we are wasting by filling in candidate info into mobilisation tracker before they are approved by the client - how can we jump this step to after the client has approved - what will autonmation look like.