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????

Mail

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.