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Interfase User`s Manual

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1. Wage Salary op o00 40 000 Employment Start Date June 1 2007 Employment End Date Supervisor carlos Beltran Job Description rt position is designed only for those who are Si training both on the job and through company training programs to acquire the management and technical skills necessary to become a RA Manager E Preselections Due Date Application Instructions Apply via Interfase This is a preselect schedule DA e e therefore you must submit your resume for NA SHOULD be filled in for a interview consideration After the Request ES Preselect Continuous Schedule if Period Closes all resumes will be reviewed and Current Signup Method you want an email reminder to be interview decisions will be made Applicants will t to th receive an email notifying them of the i sent to the employer H EE Choose Preselect Continuous ow Waiting List oe Open to Requests if this schedule s Thi b d fter th Preselections Due Date EJ r 9 is can be any day after the E request period should open today Preselect Continuous Open to Current Signup Method i Meu ae but before Sign up Status active e Leave blank if this schedule s ose ale request period will open tomorrow or another future date Interfase User s Manual Page 84 of 271 STEP FOUR Complete the Timeline section The Timeline is what controls and determines what typ
2. I une TIMESLOTS a Interview Duration Enter the interview time range Ss then add breaks in later Timeslot Break Period o First Timeslot Start Time Oam Opm IMPORT TIMESLOTS T Last Timeslot Start Time CAM Opm Choose the desired Timeslot template Import Timeslots Timeslot Template v Interfase User s Manual Page 81 of 271 Es Configure Timeslots M The Time m entered in a 9 00 or 4 30 OPTION 1 Configure your Timeslots without a template a Complete the Session Information section Interview Date Status etc b Complete the Configure Timeslots section Interview Duration Enter numbers only This is the length of each interview Timeslot Break Period Enter numbers only This will insert a break after EACH interview timeslot First Timeslot Start Time Enter a time only For example 9 00 or 4 30 This will be the when the first interview timeslot starts Last Timeslot Start Time Enter a time only For example 9 00 or 4 30 This will be the when the last interview timeslot starts Click Save Session Information Interview Date 5 25 07 Interview Room Un assigned Interview Location ue Army Interviewing Room Session Information Bring your official transcript Status active v Configure Timeslots Interview Duration anually Timeslot Break Period 0 Ee ust be First Timeslot Start Time amM OPM s l WE Be sure to cho
3. 5 23 2007 Sign up Closed Edit Remove Edit link next to the Signup Method Add New Event Activation Signu gnup J Date 05 23 2007 Method Sign up Closed Import Events Schedule Timeline Name Friday Preselect Continuous v Date OPTION 2 Automatically add the Timeline with a Timeline Template a We need to choose the Timeline template to be copied and enter the Interview date NOTE If this schedule will span more than one date enter the earliest interview date Viewing Schedule 4 Retail Management Trainee Manage Timeline Activation Date Signup Method Add New Event Activation Signup ES Method Sign up Open v E Import Events Schedule Timeline Name Friday Preselect Continuous v Date 5 25 2007 Add Timeline Here is the completed timeline for an Preselect Continuous Schedule Yiewing Schedule 4 Retail Management Trainee Manage Timeline E Modifications can Activation Date Signup Method Action be made to the Timeline entries by clicking on the Edit link next to the 3 12 2007 Preselect Continuous Open To Requests Edit Remove 5 11 2007 Preselect Continuous Closed To Requests Edit Remove 5 23 2007 Sign up Closed Edit Remove Signup Method Add New Event Activation gies hi v Date Add Event EJ Method Sign up Open Import Events Schedule Timeline Name Friday Preselec
4. Date Time of Employer DEE A en Add Information Sessio Information Session 99 Information Session gt g Click Add Information Session to begin Fill in the Details Click Save when done Date Time of rmp over Information Session Location Description are allowed NOTE Some administrators setup Info Sessions under the Career Events database They will do so because the employer is allowing students that do NOT meet the schedule requirements to attend the Info session Contact CSO s Support for more information NOTE Some administrators fill in the Preselection Due Date on the Preselect and Preselect Continuous schedule This field is located in the Posting Information section in the Schedule profile This will send the email a reminder email before the Preselection Due Date if you have the Schedule Approaching PRS Pick Date System Event Email enabled Interfase User s Manual Page 97 of 271 SCHEDULE CALENDAR All events related to Schedules are located on their own calendar the Schedule Calendar This calendar can be accessed three ways 1 Databases Schedules Schedule Calendar i Home D My Profile E Databases IEJ Tools K Hein Sign Out Students Employers Contacts Jobs Schedules lz Search Admins Pending Mentors career Events Faculty Rooms Mew a Schedule Calendar 2 Administrator Home Page Schedule Calendar lin
5. 1 2 3 Click on the Room Calendar icon EJ Click on the link that says Release Assignment on the reserved session If you want to reassign click on the unassigned session and reassign Interfase User s Manual Page 118 of 271 MENTOR DATABASE To access the Mentors database highlight the Mentors menu under Databases Lei Home My Profile E Databases Te Tools Sign Out Students Employers Contacts Jobs Schedules Search for existing records in the Mentors database pamine Ee Pending View mentors that are awaiting Administrator approval Career Events LC New Create a New Mentor record r FF FF 9 we F F F YF Faculty MENTORS SEARCH and SEARCH RESULTS Mentors Search Criteria Mentor Search fe Keyword searches Keywords Record 10 H the following fields in the Employer Name City Es Mentor Search mentor s profile ny Steg State fak a Hotkey Job Title Job Description GE Se Previous Jobs Advice Job Function Finance a Country Canada Expertise Hobbies and all EE ie 3 Major fields Major Most FirstName Degree most current Bachelors Current Major Least st one Ze Current and Major eal CoCurricular Activities PESEE Music Theatre Dance Group Peer Counselor Tutor Student Professional Organization Mentor Activities Career Mentoring Job Shadowing Mock Interviews Inactive Pend
6. Alumni Co op Full time Entry Level Full time Experienced Non US Not Qualified to Work Non US Qualified to Work US Citizen Interfase User s Manual Page 58 of 271 Es Show Contact Info Select YES to display contact information to students Es Logo The graphic can be in BMP GIF or JPG format and should not be larger than 300 x 300 pixels Attending Recruiters This is the next section of the event registration process Attending Recruiters Recruiter Name Recruiter Phone Recruiter Email Action Patti Perkins patti ikama com Edit Remove Rebecca Michaels rebecca koma cam Edit Remove Add New Recruiter E Add each Recruiter Name Sam Rodriguez Recruiter Phone Ss Recruiter Email am kpmg coml add recruiter s name here Click ADD after each Continue e After all recruiters have been added click Continue Event Fees This is the final section of the event registration process Attendance Fees Amount Non Profit Organization Single Booth 100 00 Dv 10 exhibit space two 2 chairs and one 1 6 ft draped table DA Non Profit Organization Double Booth 175 00 B 20 exhibit space four 4 chairs and two s ATTENDANCE FEES 2 6 ft draped table Profit Organization Single Booth 250 00 Check the desired Attendance O v 10 exhibit space two 2 chairs and one Fee 1 6 ft draped table Profit Organization Double Boo
7. H EE de O student 3 DECLINED this option is Accepted Declined for the student to decline an Remove i BE E O Accepted ONot O Student B GI Accepted Status It is not Accepted Declined viewable to employers Remove i i O Smith Traci 14 Traci Smith O Accepted ONot O Student a a during the selection EES Accepted Declined email packet to O self O employer O employer amp self none create Packet Mass Email To Accepted Search for Student to add to Preselect Activity User Name First Name Last Name STEP THREE Click Submit Picks to finalize your selections Confirm Selections First Name Last Name Status Aguilera Accepted Coppell Accepted klatt Hot Accepted killebrew Not Accepted KINDLE Requested STEP FOUR If any students are still marked as Requested they will be changed to Not Accepted if you proceed Microsoft Internet Explorer eh Click OF to Finalize your selections For this schedule Any students currently marked Requested will be marked as Not d Accepted Once your selections are Finalized an automatic e mail will be sent to each student Click CONCEL to i Cancel After clicking on the OK button the system returns back to the Manage Preselect Activity list and this message will show Preselects picks have been submitted for this schedule This indicates that final picks are complete continue making your selections Clicking on Return will save any
8. Home My Profile E Databases Tools Help Sign Out zareer Fair Search gt Event Request Check Generate Transaction Log Copy Event Delete Event Information Event Id 111 Career Event Name Spring 2007 Teacher Job Fair Slogan Location Cashion Academic Center Sth Floor Student Description Interested in teaching opportunities Visit the Teacher Job Fair from 9 00 to 11 00 a m to browse and talk to recruiters from over 95 school districts 5 select Yes for Use CSO Processing 6 Choose Credit Card as one of the Employer Payment Methods To select multiple payment methods hold down the Ctrl key while you click on each option If you will be charging students you will also need to choose Credit Card as one of the Student Payment Methods Employer Registration Limit 97 Student RS P Limit Require Attendance Fee Yes Include Profile in Employer Registration Yes Use CSO Credit Card Processing Employer Payment Method Credit Card Yes Check Student Payment Method dius ACUVE Created 10 17 2006 11 29 4M Modified 11 08 2006 5 42 PM NOTE In order for CSO Credit Card processing to be available you must also select Credit Card as an available option in employer and or student payment methods Any employer and or student selecting Credit Card as the payment method will then be prompted for credit card information and processed through Interfase IMPORTA
9. Address block Job_Job_Reference_Num Job_Referenced Schedule Job Mo of Openings j Electronic posta Job_Work_Schedule Greeting line IL Postal bar code B More items V i O BJ O BE T IT r 3 vour letter click Next can preview and perso Job_Qualifications vanilat le teat Job_Application_Instructions Job_First_Name Job_Middle_Initial KA Company Employer_Crmanization_Names Location Job_Job_Locations SE Next Preview you Job Description Job_Job_Descriptions Previous Select re Place your cursor when you want the Merge field to go Choose the link that says More Items Locate your Merge field by highlighting it and click Insert Repeat for all other Merge fields that you want inserted When you ve inserted and organized all the fields that you want amp updated any text save the document STEP FIVE Finally we need to upload our new Job Flyer template into Interfase After we do that it will be available on every Job profile in Interfase 1 Go back to your Internet Browser where you have Interfase open We should still be under Tools gt Record Merge Jobs On the right you will see this Create New Template Template Name Merge File Users Admins O Students Employers Generate PDF Name your merge template Job Flyer Click Browse and find the Word document that you just saved When you ve located it click Open Check which users you wan
10. An S Administrator can create an interview session packet L O Find more information in the Schedule email packet to self O employer O employer amp self EA Packets Interview Session section none eo Mass Email An Admin can Mass Email students on the interview timeslots To change a timeslot 1 Click the interview time link The Timeslot Information screen appears 2 Inthe Interview Time field change the interview time 3 Click the Change Time Reserved button Timeslots Add Timeslot Submitted Change Interview Time Student Documents Documents Action d 5 00 AM RW 8 30 AM Timeslot Information d 9 00 4M o 9 30 AM Interview Time 12 00 PM Fi 10 30 AM Change Time Reserved d 11 00 GM O 11 30 AM Add Student From Waiting List Wl A D Pl Waiting List O 12 30 PM User Name First Name Last Name Email address Action O 1 00pm E To reserve a timeslot 1 Click the interview time link The Timeslot Information screen appears 2 Enter the name of the reserved slot that is Reserved or Break in the Reserved Slot field 3 Click the Change Time Reserved button Timeslots Add Timeslot Submitted Change Interview Time Student Documents Documents Action 8 00 AM 8 30 AM Timeslot Information 9 00 AM 9 30 AM Interview Time 12 00 PM 10 00 AM Reserved Slot UncH BREAK OOOORO000 10 30 4M 11 00 AM 11 30 AM Add Student From Waiting List v Waiting List User Name First Name Last N
11. Import Timeslots Timeslot Template 30 MIN 9 00 4M 4 30 PM ze Sa 30 MIN 9 00 AM 4 30 PM 45 MIN 8 45 AM 4 30 PM Now you will see this screen Session Information Edit Session ID Linked To Schedules Organization Name Interview Date Interview Duration Interview Location Room Assignment Session Information Status 2 23 2007 3 49 PM Modified Created 113 4 Retail Management Trainee Patty s Boutique 05 25 2007 30 US Army Interviewing Room Un assigned Bring your official transcript Active 2 23 2007 3 49 PM Recruiters Edit Recruiter Patty Sampson Timeline For Schedule 4 Date 3 12 2007 5 23 2007 Timeslots Interview Time Student O 9 00 4M O 9 30 AM O 10 00 Am O 10 30 4M C 11 00 4M O 11 30 4M C 12 00 PM CO 1 00 PM O 1 30 PM O 2 00 PM Afternoon O 2 30 PM BEER O 3 00 pm O 3 30 PM CT 4 00 pm O 4 30 Pm Signup Method Sign up Open Sign up Closed Add Timeslot Submitted Change Reference Schedule Documents Documents ID Action BA ie The Timeslot Template we selected Edit Reserved Slot was customized this way You may modify this Interview Session s timeslots It will not affect the default Template that was used to create this interview session Edit Reserved Slot email packet to Oself O employer O employer amp self none Remove Selected Timeslots Create Packet Interfase User s Manual Page 90 of 271
12. Interview Room csreer Services Room 2 2 Description Goom contains a desk and two chairs Multi Use Room ve v Status active 6 Click on Room Availability So Room Availability PY Delete Room Information Record ID 1 Interview Room Interview Rm 1 Description Multi Use Room No Status Active Created 7 17 2006 7 05 44 PM Modified 7 20 2006 11 16 53 4M Future Room Reservations Date Organization Name Session ID Schedule ID Job Title Action 04 25 2007 KPMG 106 114 Auditor Release Assignment 1 Interfase User s Manual Page 116 of 271 7 Now you will see the calendar for this room You can set any day as unavailable by clicking on the words Set Unavailable for those days in which this room will not be available i e Holidays testing NOTE A new room start out being available every day J w m fe E a3 D ke d T Du oO Ku m ef E J D d T 2 Set Unavailable 3 Set Unavailable 4 Set Unavailable 5 Set Unavailable 6 Set Unavailable 9 Set Unavailable 10 Set Unavailable 11 Set Unavailable 12 Set Unavailable 13 Set Unavailable 14 Set Unavailable 15 Set Unavailable How to Search Edit existing Rooms 1 Goto Databases Rooms Search 2 Search for the room you are working with 3 View room details by clicking on the Interview Room link 4 Click on Edit Note You can change the room availability from the Search Res
13. JOB PROFILE Access a job profile by clicking on the Job ID in the search results page Job Profile Fancy Job Postin Job Printout 1 with contact Job Printout 3 PREVIEW An administrator can create a single record merge from the job profile For example an administrator can create a flyer template in Word e mail merge function and upload it into the system turning this profile into a flyer to market this job around campus BA ig The Online Application Address field can only be edited from the employer profile Contact Information Notes CONTACT INFORMATION There are two different methods that can be used 1 LINKED CONTACT Default 2 JOB CONTACT BA Es The Expiration date field is linked to a system event email that will alert employers that their job is expiring that day By default this is not enabled The system can also change the job s Status from Active to Inactive on the Expiration Date By default this is enabled Yiewing Job 4 Guest Service Manager Copy Job Copy to New Schedule View Activity Delete Position Information Job ID Job Title Job Reference Num Ek Organization Name Ef Linked To Referenced Schedule No of Openings Work Schedule Hours per Week Wage Salary Employment Start Date Employment End Date Supervisor Job Description Qualifications Application Instructions On line Application Address 4 Guest Service M
14. Manage Resource Library pCa Contact Fos D Tre Tips and Other Hep zs icati Documents folder category was Co op Application Forms Action Delete gory 7 CN Office Policies dragged and dropped into the dI Sample Resumes Folder Name Tips and Other Helpful Docum Office Policies category Now it is a sub category oas Tins and Other Helpful Documents Interfase User s Manual Page 219 of 271 STUDENT LOGIN PAGE To access the student login page start a web browser and go to BA https Jiwww mvintertase Com Jetudent E It is highly recommended write in the name of your site here that you bookmark your Student Login page Student Login Page CSO Interfase Student Login Welcome to CSO University s Career Services System e Registered Users Enter your username and password below and click LOGIN es New Users If you have NOT registered with this site before click the Click Here to Register link below to create a new account Important Memo Student Login Page Using a PC We recommend Internet Explorer version 6 0 or higher If you need to upgrade or install your browser click here Using a Mac We recommend Safari version 1 2 or higher If you need to upgrade or install your browser click here You should disable any popup blocker when using this site For further assistance please contact our office at xxx KXX XXKX Password WE Click here to regist
15. Resumes Required Upload File e Document Date Submitted Action EE faul Natasha Main R 5 19 2003 6 16 23 DN yi load Und select one default Default atasha Main Resume eher view Download Update document for each Set as Default Other Resume 8 3 2004 4 15 06 PM View Download Update Remove required Employment Realea Caledon Cover Letter Required Upload File This default document It cr Document Date Submitted Action should be 3 general Default Cover Letter 5 3 2004 4 15 29 PM View Download Update one not directed to a specific employer or position References Upload File Document Date Submitted Action Non Employment Related Categories Document Date Submitted Action Document Actions e Add a new document click the Upload File link e View an existing document PDF click the View link NOTE To view documents you must have Adobe Acrobat Reader available free at www adobe com e Download a document original click the Download link e Update an existing document with a new one click the Update link e Remove a document click the Remove link NOTE f you only have one document in a required category it will automatically be the Default document The Default document cannot be removed Interfase User s Manual Page 228 of 271 STUDENT MY ACTIVITY A student can view activity records which include Referrals Placements Schedule Activity and Event RSVPs by
16. Status Active Created 2 13 2007 3 20 PM Modified 3 5 2007 11 48 4M Timeslots Add Timeslot Interview Submitted Change Reference Schedule Time Student Documents Documents ID Remove Student Lynn Berger Move Student Remove Student Move Student Remove Student Move Student Susan Chen John Roberts Lunch Edit Reserved Slot Se Remove Student Click the MASS EMAIL button Move Student GE to send an email to students on Traci Smith since Sans Move Student this Interview Session Remove Student Natasha Smith Mave Student Stephanie Remove Student Once you click the Mass Email Smith AEN button you will be able to email packet to O self O employer O employer amp self none exclude recipients type your Ces EE additional recipients STEPS FOUR SEVEN Refer to steps 4 7 in the MASS EMAIL section of this User s Manual Interfase User s Manual Page 173 of 271 SCHEDULE PRESELECT ACTIVITY MASS EMAIL An administrator can also send students that have requested an interview on a Schedule a mass email from the Schedules Database The following steps will guide an administrator through the process of generating a student mass email via the Schedules Database STEP ONE Go to Databases gt Schedules gt Search Search for the desired Schedule STEP TWO Click on the desired Schedule Schedule Search Results Search Results 13 schedules Change Criteria Save Search Schedule Organization
17. e Calendar Schedule Calendar Calendar EEN 2007 Edit Month View Calendar 1 Tasks Items Observation Followups appear in Purple Placement Followups appear in Red Job Expirations appear in Blue Schedule Timeline Changes appear in Green Sunday 25 Monday 26 12 00 AM Tuesday 27 10 ou AM CAREER EVENT snl GE pelt 2 Schedule Items Interviews appear in Yellow PEEP E LEER LEE EL EEE EP EEE CE ae EE Lge it Eiht iP gh EE Lit EEE gE Leet id fet 8 Information Sessions appear in Yellow Wednesday EE Schedule Timeline Changes appear in 28 E e WH SEENEN a Green 12 00 AM 12 00 AM 3 Career Events Career fairs resume workshops interviewing seminars etc appear in Aqua Blue Thursday Job Expirations 1 n Cir Ecclor am ID 1 L ol IWF aQeous Personal Events Are seen only by the administrator that created the personal event appear in White S 12 00 4M eg SE 2 Saturday i 3 Show Schedule Items on the Calendar WARNING When viewing the Observations and Placements lists clicking on the Remove link deletes the entire record The Remove link is not intended to remove from the Calendar NOTES CREATING A PERSONAL EVENT ON THE CALENDAR To create a personal event on the calendar click the Edit link in the upper right section of the calendar Click the calenda
18. none Complete the Payment section If you need to make an adjustment such as a discount to the total amount due enter the amount in the Adjustment Amount field Enter a negative number to reduce the price or a positive number to add to it If you receive a partial payment from the employer you can enter that in the Amount Paid field and the system will keep track of how much is still due in the Amount Due field Payment Adjustment Amount p Adjustment Description Amount Paid Amount Due 345 00 PO Number Pay Status paid vi Payment Information mg Payment Date EJ Click the Save button eee Payment Edit Adjustment Amount 0 00 E The Receipt Adjustment Description button will not appear Amount Paid 122 00 e P jja until the Pay Status is Amount Due 0 00 R PO Number marked as paid Pay Status Paid Payment Information Payment Date 02 21 2007 IMPORTANT You l must manually email the Receipt It will NOT be sent email document to automatically O self employer employer amp self none NOTES Interfase User s Manual Page 48 of 271 ACCESSING PENDING EVENT EMPLOYER REGISTRATIONS The Employer Registrations that are pending Administrator approval can be accessed two ways 1 From the Administrator Home Page under the Pending bin Pending Registrations List t Pending Students Jobs Mentors Contacts
19. 5 23 2007 Sign up Closed i Remove Refer to the 5 24 2007 Sign up Open i Remove i 6 1 2007 Sign up Closed i Remove CREATING AN OPEN SCHEDULE section for Add New Event j j EEN steps on adding signup Date 6 1 2007 methods individually Signup i Method Sign up Closed v Import Events Schedule Timeline Name Friday Preselect y Date 5 25 2007 Interfase User s Manual Page 91 of 271 PRESELECT SCHEDULES MANAGING PRESELECT ACTIVITY An Administrator will be able to manage the preselect activity section for any Schedule There are several tasks that the administrator may wish to do from time to time 1 Make the Preselect Selections Although this task is intended for the employer an administrator may find that they need to perform this task for the employer Below you would choose which students are Accepted or Not Accepted if you are viewing a Preselect schedule with Alternates there will be a third option of Alternate STEP ONE Next to each student select Accepted Not Accepted or Alternate if available STEP TWO Click Save Picks Viewing Schedule 4 Retail Management Trainee ACCEPT ALL toggles the Accepted status for each student Manage Preselect Activity Back First Last Submitted Change E User Name Name Name Status Selection Documents Documents Action Remove R L jroberts John Roberts O Accepted O Not d e a a e Accepte Decline STUDENT Remove
20. Active v Configure Timeslots Interview Duration Timeslots Manuall y Timeslot Break Period o The Time must be First Timeslot Start Time CAM Opm s entered in a format like Last Timeslot Start Time 4130 Be sure to choose PM if the last timeslot will start in the afternoon 9 00 or 4 30 Regen emm Timeslots Timeslot Template TimeslotTemplate e Here is your interview session with the timeslots added You will need to add in a lunch break and or any reserved breaks if necessary Session Information Edit Session ID 113 Linked To Schedules 4 Retail Management Trainee Organization Name Patty s Boutique Interview Date 05 25 2007 Interview Duration 30 Interview Location US Army Interviewing Room Room Assignment Un assigned Session Information Bring your official transcript Status Active DA Created 2 23 2007 3 49 PM A Modified 2 23 2007 3 49 PM Es By default the system will fill in the Contact person s name that is linked to Recruiter this schedule PattySampson eg Click the Edit to change the Recruiter or Timeline For Schedule 4 i to add additional Recruiters for this Date Signup Method interview session 3 12 2007 Sign up Open 5 23 2007 Sign up Closed Timeslots Add Timeslot Submitted Change Interview Time Student Documents Documents Reference Schedule ID Action Es Don t forget to add your reserved timeslots for lunch etc email packet to O
21. Amount of Experience 2 to 3 Year s Experience Computer Skills Client Server Comouter Systems Analyst Database Skills Oracle This section allows you to specify a career goal state the type of job you are seeking and any other information you would like to provide Please review your job search Memo Additional Information criteria Click on the Edit link to make any changes View Additional Information Career Goal Accounting or Management Inh Preference Arccoiintinn Interfase User s Manual Page 227 of 271 STUDENT MY DOCUMENTS Interfase provides the capability of attaching documents to the student record These files are generally resumes cover letters and other documents applications used in the Career Center A student can view download update and remove documents by selecting the My Documents menu under My Account My Acco My My Documents int ia Employer Directory Job Search E Schedules Career Events Mentor Search 4 Sign Out Profile My Activity Employment Related Document s e The file uploaded must be in Microsoft Word DOC RTF or PDF format e The file size cannot exceed 1 MB 1024 KB Non Employment Related Document s e The file uploaded can be in Microsoft Word DOC RTF or PDF format e The file size cannot exceed 1 MB 1024 KB e The file cannot be selected when applying to a job and or schedule Employment Related Categories
22. CREATING A COMBINED SCHEDULE A Combined Schedule is a Preselect Schedule followed by an Open Schedule This is not a common type of Schedule that is used in Interfase This schedule is intended to assist employers in filling timeslots for a Preselect Schedule EXAMPLE Patty Sampson with Dativ e Boutique has a Preselect Schedule in the system and she decided to open it up to all qualified students The Timeline section currently looks like this for a Preselect Schedule with Alternate sign up Viewing Schedule 4 Retail Management Trainee Manage Timeline Activation Date Signup Method Action 3 12 2007 Request Period Open Edit Remove 4 13 2007 Request Period Closed Edit Edit Ed Edit Remove Remove Remove i i 4 30 2007 Accepted Students Sign up Open Edit 5 14 2007 Alternate Students Sign up Open Edit 5 23 2007 Sign up Closed Edit Remove Add New Event Activation Signu Ee J Pate 05 23 2007 Method Sign up Closed Import Events Schedule Timeline Name Friday Preselect v Date Ir e Two additional Signup Methods need to be added e Sign up Open e Sign up Closed Yiewing Schedule 4 Retail Management Trainee Manage Timeline Activation Date Signup Method 3 12 2007 Request Period Open i Remove 4 13 2007 Request Period Closed i Remove 4 30 2007 Accepted Students Sign up Open i Remove DA 5 14 2007 Alternate Students Sign up Open i Remove
23. Description This resume book contains all Accounting Students graduating May 2004 May 2007 er Searching elect the fields you wish employers to search by ACCESS VE Es Selecting Private as the Access type will allow the admin to choose which employers should be granted access to this book Allow Emp Es Selecting Yes for Allow Employer Searching allows you to choose which fields you wish employers to search by Cl Qualifiers User Name OSSH classification Applicant Type Cl office Advisor Cl Status Overall GPA Keyword s First Name Last Name Cl Email address Expected Graduation Degree Majors C Skills You must first save the Resume Book and then go back into it to see the Employers Granted Book Access section mployers Granted Book Access Organization Name ER School of Hollywood Medicine Patty s Boutique Action Remove Access Remove 4ccess LastName FirstName Username Green Doctor Mark Or Green Sampson Patty csoemployer 1 Search for Employer First Name _ Last Name e Organization Name e STEP 3 Select the criteria for the resume book Select Criteria for Resume Book 28 Database from which to Add Resume Book Criteria Es Select Student or Faculty nter criteria to add Field Name Comparator Value Resume Book Criteria Added Es All criteria needs to appear under the Resume Book Criteria Added section Action Re
24. Future Sessions KPMG Session ID 1 StartDate End Date Session Interview Interview Interview Link to ID Date Location Room Status Schedule Add Active Session Please bring a copy of Add your resume and official Active transcript Es Choose Link To Existing Session Recruiter Session Information Patti 4 26 2007 Room 222 Perkins bring resume Here you will see all upcoming GE interviews with the Employer 4 25 2007 Room 221 Parkins Session Patti 4 25 2007 Room 221 nate ne bring resume Active Be sure to bring a copy of your resume and dress professionally KPMG needs a copy of transcript schedule to Session ID 106 Active Interview Patti Rm 1 Perkins 4 25 2007 1 NOTE The advantage of sharing interview sessions with multiple schedules is that you can see which schedule the student applied from Interfase User s Manual Page 103 of 271 In this example we want to link this DELETING AN INTERVIEW SESSION To delete an Interview Session in the Schedule Profile click the check box next to the Session s interview date then click the Delete Selected Sessions button NOTE Instead of deleting a session most schools change the status to Inactive or Cancelled Viewing Schedule 4 Retail Management Trainee Copy Schedule View Activity Delete Posting Information Schedule ID Job Title Organization Name Linked To Linked To Jobs Job Location Number of
25. Interfase User s Manual Revised 3 1 2007 TRADEMARKS amp REGISTERED PRODUCTS The following products are registered and or trademarked to the listed companies Microsoft is a registered trademark and Internet Information Server Internet Explorer Windows and Windows NT are trademarks of Microsoft Corporation NetScape is a trademark of NetScape Inc All other names are registered trademarks of their respective companies CONVENTIONS The following conventions are used in this manual CSO represents CSO Research Inc WWW represents the World Wide Web URLs and email addresses are printed in blue and underlined LICENSING With your signed contract you are granted a annually renewable nonexclusive non transferable license to use the Interfase software Refer to your purchase agreement for more details SUPPORT Every attempt has been made to make this documentation complete If questions or problems do arise you can get technical support from CSO Research Inc CSO Research Inc P O Box 340819 Austin TX 78734 866 705 4201 toll free Press 1 for Support support csoresearch COM Interfase User s Manual Page 2 of 271 TABLE OF CONTENTS TABLE OF GEN HE Nee 3 SUPPORT INFORMATION geess 8 SUPPORT el GE EE 8 MN EE VER VIE EE 9 LOGGING IN AS AN ADMINISTRAT OR ssssssssnsnsnsnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnan 10 ADMINISTRATOR HOME EE 11 lr el RE 12 PE
26. Majors Worked With Majors to Notify For Access Level Status Created Modified Linked Students First Name Rose Online Map 512 888 7888 312 866 7777 thedoctor thedoctor com Computer Engineering Computer Science International Business Psychology Biology Chemical Engineering Chemistry Computer Engineering Computer Science Economics Electrical Engineering International Business Psychology Full Access Active O3 O07 2007 1 14 PM O3 07 2007 1 14 PM Last Name Tyler 1 Es Linked Students Here the Faculty will see any students linked to the Faculty s account Only an Administrator can link a student to a faculty profile This is done in the Student s Control Information section NOTES Interfase User s Manual Page 265 of 271 CEED FACULTY STUDENT SEARCH A faculty can search for students by clicking on the Student Search menu Home My Profile Jg Student Search Employer Search Job Search Sign Out Faculty Student Search BA Es Only students with an Active status will show up to faculty Student Advanced Search Keyword s Last Name First Name Expected Graduation Job Preference Skills To vi Majors click Add Classification Alumni Freshman Sophomore Junior Applicant Type Co op Intern Full time Part time Work Study Overall GPA Degree Month From Mo
27. New Mentors Hotkey NOTE Before creating a new mentor record search the Mentors database for an existing record This eliminates duplicate records in the system Complete the mentor profile and click the Save button Refer to the Mentor Profile section of the User s Manual for help on completing the mentor profile Interfase User s Manual Page 121 of 271 FACULTY DATABASE To access the Faculty database highlight the Faculty menu under Databases Home mMy Profile e Tools Students V Employers Contacts Jobs Schedules Admins 7 Help Sign Out T F F F F Mentors Career Events 2 Search D New Fre Search for existing records in the Faculty database we wi e Create a New Faculty record FACULTY SEARCH and SEARCH RESULTS Faculty Search Criteria Faculty Search First Name emait o Status active Inactive E Faculty Search Hotkey Pending Majors Worked With Majors to Notify For _Add Remove Qualifiers j Add Remove ae ON OFF SEARCH CRITERIA FIELDS TOOLS gt SETUP gt PERMISSIONS In Permissions click the next to Searches Click the next to Search Criteria and select Faculty Faculty Search Results Search Results 3 mentors Change Criteria Record ID FirstName LastName User Name Employer Name Industry Status Abraham Lincoln csomentor Lincoln Ford Engineering Active Lanh
28. Position Information Job ID 1154 Job Title Accountant Job Reference Num Organization Name CSO Research Inc No of Openings 1 Work Schedule Monday Friday 9 Spm Hours per Week 40 45 Wage Salary 35 000 Employment Start Date 6 1 2005 Employment End Date Supervisor Job Description General ledger maintenance on automated systems payroll tax reporting amp income tax amp financial statement preparation for variety of small businesses amp individuals Referrals Screen e To view referral details Click View next to referral e To sort the list of referrals click on any column heading e To create a resume packet Check the box of the student s you are interested in and click Create Packets Or click Select All to include the resumes of all applicants in your search results then click Create Packets The following referrals have been submitted for your job Referrals New Student Referral Student Lynn Berger John Cookson Si Chen 10 7 2003 7 10 2003 6 13 2003 1 I check to email packet to self Create Packets Placements Screen 3 Students Placed View All Work Term Student Email Start Date End Date Number Lynn Berger jean csoresearch com 7 26 2006 9 15 2006 1 Lynn Berger jean csoresearch com 10 16 2006 email demo com 11 6 2006 Status Action Active Active Employer Created To create a placement for a student enter the student s first andor last name and click Search C
29. REGISTRATION CONFIRMATION SA SUBMIT PROFILE If a CSO Interfase student does not click the Submit Profile button then they will not be in the Pending bin When the student clicks on this Congratulations Your profile is now complete Click the Submit Profile button below to button both their Status is set Memo Student send your information to our office for approval to Pending and Complete Registration Profile is set to Yes This g Ey clicking the Submit Prole button you are giving the university permission to release your assures that you will only see Registration Information and resume to potential employers students that have completed the registration process and have submitted their information to your office Complete Once a student has submitted the profile the profile has a Pending status until an administrator activates it changes the status to Active By default the following is the menu that a Pending student can see Home My Account E Job Search Sign Out The Pending status overrides any Applicant Type that has been selected in the student s profile If a student has a Pending status only the above menus can be seen Although the Job Search menu item is displayed students will not be able to apply to jobs until they have been approved NOTES Do you want to modify the menu that a student with a pending status can see NOTES Interfase User s Manual Page 222 of
30. Schedule Reference EEE Es To clear search criteria selections click the Reset button Keyword s Interview Date CS First Name Last Name Classification Graduation Range Majors click Add Qualifiers Schedule Search Results at Alumni Freshman Sophomore Junior IS UE Month Applicant Type Status From Month To L_ Add Remove Add Remove Citizenship Full time Part time Work Study Active Cancelled Inactive Pending Co op Intern Non US Qualified to Work US Citizen Non US Not Qualified to Work Minimum GPA Picks Submitted w Es Schedule Search Hotkey Picks Not Started Picks Started Not Complete Picks Submitted BA Search Results 12 schedules Change Criteria Save Search d Current E Schedule Organization Interview Signup ID Job Title Name Job Location Date Method Status Activity CHANGE SEARCH CRITERIA 4 Retail Patty s Austin Texas 05 25 2007 Preselect Active POA Click the Management Boutique 05 25 2007 Continuous arial i SaaS Onan Ta Change Criteria link to change D Requests the search criteria 92 Marketing cso Austin Texas 03 21 2007 Sign up Open Active POA Coordinator Research Inc SAVE SEARCH CRITERIA 99 Cookie Baker CSO New York 03 02 2007 Request Active POA Click th d C e Research Period Inc Closed Save Search link
31. Search or use the career event search hotkey Career Event Search Criteria Career Event Search Career Event Nam S E Eventi Ss Career Event Category Career Fair Status Active Search Hotkey Orientation Cancelled workshop Inactive Start Date Time E to C CB End Date Time p to Po Career Event Search Results Career Fair Search Search Results 10 events Change Criteria Event Career Event Start End Id Name Date Time Date Time Location Austin Career 11 21 2007 11 21 2007 Eat 10 00 4M 3 00 PM Status Employers Student Hall Active The Employers Career Day Fall 15 2007 10 15 2007 Boca raton RE 2 9007 4 00 PM 10 10 00 4M campus 4rena Prepare for the 44 Career Day workshop westfield Career Fair 2007 Career Fair in Tenn Spring 2007 Career Fair e l Edr Engineering Career Fair Resume writing workshop Spring Career SPRING CAREER FAIR 09 14 2007 1 00 PM 06 14 2007 1 00 PM 04 25 2007 1 00 PM 04 01 2007 12 00 PM 03 16 2007 9 00 AM 03 07 2007 1 00 PM 03 06 2007 1 00 PM 03 01 2007 10 00 4M 09 14 2007 2 30 PM 06 14 2007 6 00 PM 04 25 2007 5 00 PM 04 01 2007 5 00 PM 03 16 2007 3 00 PM 03 07 2007 1 30 PM 03 06 2007 5 00 PM 03 01 2007 3 00 PM Uc palm Active Ely Campus Center Active Gymnasium Active Sports Complex Arena Active Reynolds Alumni Center Active Ely Campus Center Active Pa
32. a First we need to add the Request Period Open method to the timeline Yiewing Schedule 4 Retail Management Trainee Manage Timeline Activation Date Signup Method Add New Event Activation STEP ONE Choose Request Period Open ee J Date STEP TWO Enter Activation Date STEP THREE Click Add Event Import Events Schedule Timeline Name Friday Preselect Date b Second we need to add the Request Period Closed method to the timeline Viewing Schedule 4 Retail Management Trainee Manage Timeline Back Activation Date Signup Method Action 3 12 2007 Request Period Open Edit Remove Add New Event Activation STEP ONE Choose Request Period Closed er Request Period Closed J Date STEP TWO Enter Activation Date STEP THREE Click Add Event Import Events Schedule Timeline Name Friday Preselect Date c Third we need to add the Accepted Students Sign up Open method to the timeline Viewing Schedule 4 Retail Management Trainee Activation Date Signup Method Action 3 12 2007 Request Period Open Edit Remove 4 13 2007 Request Period Closed Edit Remove Ree ee STEP ONE Choose Accepted Students Sie Date 04 30 2007 _ ign Method Accepted Students Sign up Open bd a Sign up Open STEP TWO Enter Activation Date roe STEP THREE Click Add Event Schedule Timeline Name Friday Preselect Date Interfase User
33. d Organization Interview Interview Submitted Change s Job Title Name Date Location Recruiter Documents Documents INTERVIEWS Thi ion Career e IS s sectio Credit Analyst E Research neuen Services eer p EJ includes all interviews that a inc Office 5 32 mployer student has signed up for e Career Disney Intern Walt Disney World 07 29 2005 Services Rm Pete Pann 2 EJ College Program 12 10 PM Information Sessions Organization Info Session INFORMATION SESSIONS Job Title WETE Date Time Description Location ae 7 i e l Join us for beverages and This section includes all Accountant Patty s Boutique 07 29 2005 1 00 AM Eet TBD Clothes alumni athe DEIER Patty e Boutique 10 14 2005 1 00 PM SE information session RSVPs 1 Preselection Activity Organization Interview Current Signup Submitted Change PRESELECTION ACTIVITY This section includes all interview Job Title Name Date Method Status Documents Documents schedules to which a student has Regional Sales Patty s E A submitted a resume for interview Director Boutigue consideration Retail Management Patty s v TANAR TA PRS Closed Requested p X Accountant ee PRS Closed Accepted p Ed Research Assouate Manpower PRS Closed Accepted TI x Jewelry Patty s Representative Boutique PRS Open Requested B d 8 Current WAITING LIST ACTIVITY This Organization Interview Signup Submitted Change section
34. s Manual Page 78 of 271 d OPTIONAL this schedule will have alternates then we need to add the Alternate Students Sign up Open method to the timeline Viewing Schedule 4 Retail Management Trainee Manage Timeline Activation Date Signup Method Action Request Period Open Edit Remove Request Period Closed Edit Remove Accepted Students Sign up Open Edit Remove Add New Event STEP ONE Choose Alternate Students Activation ge Alternate Students Sign up Open mara Sign up Open l STEP TWO Enter Activation Date Import Events STEP THREE Click Add Event Schedule Timeline Name Friday Preselect Date e Finally we need to add the Sign up Closed method to the timeline iewing Schedule 4 Retail Management Trainee Manage Timeline Activation Date Signup Method Request Period Open i Remove Request Period Closed i Remove Accepted Students Sign up Open i Remove Alternate Students Sign up Open Remove Add New Event Activation Slee SO Date STEP ONE Choose Sign up Closed ethod STEP TWO Enter Activation Date STEP THREE Click Add Event Import Events Schedule Timeline Name Friday Preselect Date Here is the completed timeline for a Preselect schedule with Alternates Viewing Schedule 4 Retail Management Trainee E Manage Timeline s Modifications can Activation Date Signup Method 8 3 12 2007 Requ
35. to allow employer contacts to view the student referrals Select No if employers should not view the student referrals Qualifiers Edit Es Sample Qualifiers Paid Internship Unpaid Internship Summer Internship Fall 2007 Spring 2008 ACCESSING PENDING JOB RECORDS The job records that are pending administrator approval can be accessed two ways 1 Administrator Home Page Pending Students Jobs Mentors Contacts Event Registrations 2 Databases gt Jobs gt Pending Home My Profile f E Tools Help 4 Sign Out Students b Employers Contacts A Search Ea L New Admins Mentors gt gt gt Schedules gt gt gt Career Events gt P gt Faculty Pending Job List Pending Jobs Job Title Organization Name Applicant Type Status Post Date Expiration Date Activity Inventory Control Patty s Boutique Full time F art time Pending 10 20 2004 PROA Look for shoplifters 444 Automobile Club of Texas PROA 1208 Sales Representatives Pending 4 1 2004 Positions in our local area offices in St Louis and Illinois areas Market our nationally recognized 444 memberships 4utomobile Home Owners amp Lif more 1 Which jobs are included in the Pending list The Pending list includes job records that an employer created Once an employer completes a job posting it appears in the Pending list for administrator
36. Administrator Desktop Home Pending bin Pending Students Jobs Mentors Contacts Event Registrations en r r IO 2 Databases gt Contacts gt Pending f Home 2 My Profile Databases tr Tools Help Sign Out Students Employers gt b Jobs b Schedules d Admins b Mentors b Career Events gt Faculty b Pending Contact List 6 Pending Contacts Record ID Username First Name Last Name Organization Name Location Phone Contact Status Employer Status Jobs Schedules Activity chelsealyons Chelsea Lyons Greater Austin Realty Pending Active hbbriqgs Harlan Briggs Sonic Solutions CA Pending Pending mabarnett Martha Barnett CenterPoint Energy Pending Pending scotty scott jones Kat s Bakery Austin Texas Pending Active tucker sally steffen Austin American Statesman Austin TX Pending Active wall malia napa verns Bakery ima H Pending Active 1 Which contacts are included in the Pending list The pending list includes employer and contact records created when that employer self registered NOTE Ifa contact registers under an existing employer they will be listed in the Pending bin with a Contact Status Pending and an Employer Status Active Do you want the contact records to go back into your Pending bin when an employer edits their profile NOTES Interfase User s Manual Page 30 of 271 APPROVING PENDING EMPLOYER CONTACT RECORDS Before activati
37. Confirmation prompt Mass Change gt Select Criteria gt Confirm Action Confirm Mass Change You are about to permanently change 1 records Are you sure Are you sure Click YES MASS DELETE RECORDS In Interfase there is also ability to Mass Delete records however as this is a PERMANENT delete function it has been disabled by default in your system You must contact CSO s Support to have it enabled Interfase User s Manual Page 180 of 271 SYSTEM STATS REPORTS The System Stats Reports gives administrators the ability to run pre set statistical reports on the following databases Students Employers Jobs Schedules Mentors Career Events and Faculty These reports give a quick breakdown between Active and Inactive records as well as the Placement and Referral Activity and new records for the date range entered EXAMPLE An Administrator would like to know the Jobs breakdown from 4 9 06 through 4 23 2006 After we run through this example we are including an step of running a Job Referral report to accompany this example STEP ONE Go to Tools gt Reports gt System Stats dy cei State For this example let s run the Job Stats System Stats Generate Stats For 1 Under Generate Stats For choose JOBS 2 Under Enter Date Range enter the date range you desire to see Stats on Enter Date Range 4 0 2006 z 4 23 2006 NOTES You can leave the end date blank and it will query through toda
38. Interview Date Status etc Add Session Options Please select how you wish to add a new session to this schedule E Choose Create New Session Create New Session O Link To Existing Session z NOTES Re Session Information Interview Date Es Setup the Rooms Database and 5 25 07 you can choose a room The Rooms Interview Room E Un assigned Database tracks which rooms are in use Interview Location e Army Interviewing Room Session Information Bring your official transcript Status active v L c Complete the Timeslot information There are two different options you can follow to create the Timeslots for an Interview session Option 1 Configure timeslots without a template Option 2 Configure timeslots with an existing template Recommended Option e CONFIGURE TIMESLOTS re eug Ciaran OO Enter the interview time range Timeslot Break Period o then add breaks in later First Timeslot Start Time CG AM Opm IMPORT TIMESLOTS Last Timeslot Start Time _ GAN Opm Choose the desired Timesiot Interfase User s Manual Page 88 of 271 OPTION 1 Configure your Timeslots without a template a Complete the Session Information section Interview Date Status etc b Complete the Configure Timeslots section Interview Duration Enter numbers only This is the length of each interview Timeslot Break Period Enter numbers only This will insert a break after EACH i
39. Page 72 of 271 the Timeline section On this date time the students who are already signed up for an interview timeslot will be frozen to that timeslot They will not be able to cancel or change to a different timeslot Students who have not yet signed up but are qualified to will still be able to signup STEP EIGHT Create the Interview Session The Interview Session is where the date room and interview timeslots are stored A Schedule can have more than one Interview Session or can share an Interview Session NOTE Ifthe employer Patty s Boutique had multiple recruiters coming to interview for this position you would add an interview session for each room Simply repeat STEP EIGHT for each Interview Session that needs to be created a Click Add Session to begin __ Session Interview Interview Interview Session ID Date Location Room Recruiter Information Status Delete Selected Sessions b Complete the Session Information section Interview Date Status etc Add Session Options Please select how you wish to add a new session to this schedule Es Choose Create New Session Create New Session O Link To Existing Session NOTES Re Session Information Interview Date Es Setup the Rooms Database and 5 25 07 you can choose a room The Rooms Interview Room E Un assigned Database tracks which rooms are in use Interview Location ue Army Interviewing Room Session Information Bring you
40. Should students have access to the Employer Directory NOTES Interfase User s Manual Page 26 of 271 CREATING A NEW EMPLOYER RECORD To create a new employer record go to Databases gt Employers gt New or simply use the new employer hotkey IS New Employer Hotkey NOTE Before creating a new employer record search the Employers Database for an existing record This eliminates duplicate records in the system Complete the employer profile and Save When creating a new employer record a contact record can also be created Although it is not necessary to create a contact record with each employer it is highly recommend that you do so System event emails that are enabled in your system can only be sent to the email address listed in the Contact profile Refer to the Employer Profile section of the User s Manual for help on completing the employer profile NOTES Interfase User s Manual Page 27 of 271 CONTACTS DATABASE To access the Contacts Database highlight the Contacts menu under Databases at Home D My Profile D Databases Students Employers Contacts PI Search gt Search for existing records in the Contacts Database Jobs E Pending gt View contact records that are awaiting administrator approval schedules 3 New gt Create a new contact record Admins E Tools Help Sign Out Mentors Career Eyents Faculty CONTACTS SEARCH and SEARCH RESULTS To search the Contact
41. Student Message ole ze hire me I need a job e a E The Message section will only be displayed if the referral Employer Response EC Sonu I was created as a result of a student applying for a job Employer Message en sorry Lynn but the position has been filled student self referral Control Information SS Control Information Referral Method E mail v Notes Referral Type Student Self Referral v Notes Status Referred v Modified 5 26 2005 3 13 PM Interfase User s Manual Page 132 of 271 CREATING A REFERRAL MANUALLY Referrals are created automatically by the system but there may be an occasion where an administrator wants to generate a referral manually STEP ONE Click Add New Referral Referrals oiGcementz 1 Schedulez 1 Mentors 1 P vps 1 Observations ee Add New Referral Diew All Organization Referral Reterrai Date Job JobTitle Name Contact Administrator Method Type Action 2 27 2007 KPMG Patti E mail Employer View Remove Perkins View 2 21 2007 Kat s Bakery Katrina Sally Ryan In Administrator View Remove Smith Person Referral 1 11 2007 1177 Reading Congerville Wayne E mail Student Self View Remove Title I Eureka Logsdon Referral Teacher Goodfield CUSD 140 STEP TWO Fill in the details Click Save Student Lynn Berger Organization Name SE Contact E You will not be able to link this 8 Job referral record to oth
42. Type and or Category You can also choose to enter no criteria and just click the Search button This will show all reports in the system Report Search Report Name Ee Report Search i j RE Mentor ALT Employer Hotkey Employer Contact Report Category Counseling Reports OCR Reports Year End Reports NOTES Interfase User s Manual Page 159 of 271 REPORT SEARCH CONTINUED STEP TWO Enter the Report Name Report Type and or Report Category and click the Search button After clicking Search you will see the search results screen Report Search Results Search Results 7 reports Change Criteria Report Name Type Category Owner Access Action DA Fall 2004 Interviews Schedule OCR Reports CSO Admin Private Copy Remove kg Timeslots s All Senior resume active Student Counseling CSO Admin Private Copy Remove Click the report Reports name link to generate a Engineering Student Roster Student Counseling CSO Admin Public Copy Remove saved report l Gees Students on Inactive Schedules Schedule OCR Reports CSO Admin Public Copy Remove Timeslots All Engineering Students Student Counseling John Smith Protected Copy Remove Reports All Liberal Art Majors seeking Full Student Counseling CSO Admin Public Copy Remove time Reports All Senior Active Business Maiors Student Counselina Jason Public Copy Remove The following actions can be performed from the search results page Modify the search criteria click on th
43. all Career Events that will use CSO s Credit Card processing Employer Payment Method You MUST choose Credit Card here to let the employer choose from that option You may choose other options Student Payment Method You MUST choose Credit Card here to let the student choose from that option You may choose other options Home My Profile Databases Tools Help 4 Sign Out Zareer Fair Search gt Event Request Check Generate Transaction Log Copy Event Delete Event Information Event Id 111 Career Event Name Spring 2007 Teacher Job Fair Slogan Location Cashion Academic Center Sth Floor Student Description Interested in teaching opportunities Visit the Teacher Job Fair from 9 00 to 11 00 am to browse and talk to recruiters from over 95 school districts Employer Registration Limit 97 Student RS P Limit Require Attendance Fee Yes Include Profile in Employer Registration Use CSO Credit Card uae Processing Employer Payment Method Credit Card Check Student Payment Method atus amp Yes Created 10 17 2006 11 29 AM Modified 11 08 2006 5 42 PM Interfase User s Manual Page 51 of 271 To Activate Credit Card Processing for an Event 1 Login as a Supervisor Administrator 2 Goto Databases gt Career Events gt Search Search for the event you wish to activate Credit Card Processing 3 Click on the Event s name 4 Edit the Event Information section
44. v References b Once a student has selected the documents he she should click the Save button to submit the information The student then receives a confirmation message You have successfully submitted a request to interview PRESELECT amp PRESELECT CONTINUOUS SCHEDULES Accepted amp Alternate Candidates Signup When a student is accepted to interview he she must follow the same sign up procedures as an Open schedule In other words they will need to sign up for an interview timeslot students will not need to choose documents to submit however they may change the documents that they submitted when they requested to be interviewed NOTE Ifin your system you have the system event automatic emails enabled for the preselect process then students will receive an email once the employer makes their decisions chooses students as Accepted Not Accepted or Alternates NOTES Interfase User s Manual Page 109 of 271 FUTURE SCHEDULES students will be able to see all future schedules under this menu whether or not they qualify for the schedule However they will not be able to sign up or request an interview from this menu Future Schedules Search Keyword s Schedule ID Interview Date p J Applicant Type Organization Name Internships Classification jury Professional Freshman Citizenship von Qualified Graduate Student Mon US Qualified Junior K US Citizen Graduation Range M
45. vi Enter criteria to add Field Name Comparator Value And v city St v austin agdroe Report Criteria Added s Report Criteria And Or Database Field Comparator Value s Action Added Contact Contact Status in Active Remove and Contact City Austin Remove Cl Save Field amp Criteria Selections as Report Template Comparator Legend f LENS Usually text or numbers Usually number or date Usually number or date Usually number or date Usually number or date Usually number or date or text Usually text PERM CITY LIKE Aus Querying to pull fields with a null value Querying to pull fields with a non null value Querying to pull fields with a null OR empty value IS NOT EMPTY Querying to pull fields with a non null OR non empty value Interfase User s Manual Page 164 of 271 STEP FOUR Save the Report optional If the report will not be saved go to STEP 5 To save a report check the box next to Save Field amp Criteria Selections as Report Template and click the Generate Excel button Now the Save Report Template box will display Fill in the details and then click the Save and Continue button Save Report Template Report Type Employer Contact Report type selected in Step 1 Report Name Type in the name of your Report Report Category Select Report category Owner Sally Ryan The administrator that created this report Access Select access type Add to Quick Links lf checked a shortcut to
46. 13 2007 3 20 PM Modified 3 5 2007 11 48 AM Timeslots Add Timeslot Interview Submitted Change Reference Schedule Time Student Documents Documents ID Action Remove Student 3 110 Move Student Remove Student d 110 Move Student a 110 Remove Student Move Student Edit Reserved Slot C 9 00 AM Lynn Berger C 10 00 AM Susan Chen C 11 00 AN John Roberts Lunch oO Oo o C 1 00 PM Eric Best Eh 110 ee eer CT 2 00 PM Traci Smith Eh 110 Pamo e maoni O 3 00 PM Natasha Smith EN 110 E um SC 5 o GE email packet to O self O employer employer amp self none Remove Selected Timeslots Create Packet EMAIL OPTION 1 SELF If you selected to email the packet to self then the email window will load You can edit this email before you send it to yourself EMAIL OPTION 2 EMPLOYER or EMPLOYER amp SELF If you selected to email the packet to employer or employer amp self then you will need to select the employer contact that should receive this email Employers to Email Packet Organization Name LastName FirstName Username Email Action KPMG Perkins Patti patti jean csoresearch com Select 1 The email window will now load You can edit this email before you send it to the employer and self if selected Additional e mail addresses may be manually added in the TO field Use a comma to separate each address To iean csoresearch com katri
47. 15 31 System Event jason csoresearch com jean csoresearch com Interview Selection Accepted Yes 1 9 2007 15 31 No 4 1 11 2007 9 30 System Event ann csoresearch com jean csoresearch com Job Referral Yes 1 11 2007 9 30 No 5 1 16 2007 15 17 System Event jean csoresearch com jean csoresearch com CSO University Thank you for registering Yes 1 18 2007 15 17 No 6 1 18 2007 15 24 System Event jean csoresearch com jean csoresearch com CSO University Career Event Receipt Yes 1 16 2007 15 24 No Z 1 19 2007 11 23 System Event jason csoresearch com katrina csoresearch com Interview Selection Yes 1 19 2007 11 23 No D 1 20 2007 12 37 System Event jason csoresearch com ann csoresearch com REMINDER Approaching Interview Yes 1 20 2007 12 37 No 9 1 24 2007 14 22 Document Packet jean csoresearch com jean csoresearch com CSO University Here is the requested resume packet Yes 1 24 2007 14 22 No 10 1 29 2007 14 06 System Event jason csoresearch com _katrina csoresearch com Password Reset Yes 1 29 2007 14 06 No 11 1 31 2007 2 55 Document Packet jason csoresearch com jean csoresearch com Job Agent Results for Wednesday January 31 2007 Yes 1 31 2007 2 55 No 12 2 1 2007 12 43 System Event jean csoresearch com ann csoresearch com CSO University Your job is about to expire Yes 2 1 2007 12 43 No 13 2 6 2007 3 02 Document Packet jason csoresearch com jean csoresearch com Job Agent Results for Tuesday February 06 2007 Yes 2 6 2007 3 02 No 14 2 7 2007 15 16 Ma
48. 2007 5 14 2007 5 23 2007 Back Signup Method Request Period Open Request Period Closed Accepted Students Sign up Open Alternate Students Sign up Open Sign up Closed Remove Remove Remove Remove Remove Add New Event Signup Activation Method Sign up Closed Import Events Schedule Timeline Name Friday Preselect STEP FIVE Complete the Requirements section Requirements Minimum GPA gt Con Citizenship on US Not Qualified to Work Non US Qualified to Work US Citizen Graduation Range Classification Degrees Majors click Add Applicant Type Screening Options Year 2007 Year 2007 Month May Month To August Alumni Freshman Sophomore Junior Certification Master s Associates e M Screen GPA Screen Citizenship M Screen Grad Date M Screen Classification Cl Screen Degree Cl Screen Majors Screen Applicant Types STEP SIX Complete the Required Document Categories section By default a student is required to submit their resume when they apply to a Schedule You may choose to select more documents that would also be required Required Document Categories C Cover Letters Resumes C References C Letters of Recommendation Interfase User s Manual Page 80 of 271 F Date 5 25 2007 BA Es ALTERNATES in order to ac
49. 271 LOGGING IN AS A STUDENT Registered users must enter their user name and password to login For further assistance please contact our office at xxx XXX XXXX UserName Password Login Click here to register Forgot your password The following is a typical menu an Active student with a Full time Part time Applicant Type sees EI Home D My Account H Employer Directory E Job Search F Schedules D Career Events H Mentor Search E Sign Out Job Search The following is a typical menu an Active student with a Co op Intern Applicant Type sees it Home My Account le Employer Directory E Job Search B Schedules if Career Events Mentor Search Sign Out Job Search Co op Jobs PREVIEW The Co op Jobs tab can be renamed For example Internships or Externships NOTES TOOLS gt SETUP gt MENUS Interfase User s Manual Page 223 of 271 STUDENT HOME PAGE When a student successfully logs in the Home page is the first screen displayed A student can return to the Home Page from any screen by clicking on the Home menu d Home e My Account E Employer Directory Job Search E Schedules CH Career Events Mentor Search 4 Sign Out Welcome Lynn Berger e To enter update your profile Under My Account select My Profile e To upload edit your resume Under My Account select My Documents e To search job opportunities Select Jobs e To view q
50. 98 ACCESSING AND MODIFYING AN INTERVIEW GESGION A 100 CREATING A SHARED AN INTERVIEW SESSION AA 103 DELETING AN INTERVIEW SESSION EE 104 DELETING AN INFORMATION GEGSGION cecceeesceeeseeeeeeesneeeseeceseceseeseserseseeseseesesaesesersesirsatines 105 DELEVING A SCHEDULE E 106 SUDDEN SOME KUTTEN 107 QUALIFIED SCHEDULE Serera ne E N 107 VIEWING AND APPLYING FOR A QUALIFIED SCHEDULE sssssssssssssissssssesssssrsrsrsrsresesrsrsrrrsrsrererenenens 108 FUTURE SCHEDULE raiar a e E 110 EMPLOYER SCHEDULES vii neni nis 111 SR wl RIIT RE 111 CREATING A NEW SCHEDULE REQUEST WEE 112 MANAGING A PRESELECT LIST FOR A PRESELECT SCHEDULE s ssssssseseseserererererererrsrerrrererenen 113 ACCESSING AN INTERVIEW SEGGION AA 115 ROOMS DATABASE ee EE Ee 116 MENTOR DATABASE eeneg EE 119 MENTORS SEARCH and SEARCH RESUL EE 119 MENTOR PROREE eget escent eayaiee se ata vaestategnsse arian dea Sica gue cara ean gea anne anne eure inayat 120 ACCESSING PENDING MENTOR RECORDS 0 ccccecccceeseeeeeeneeeeeeesecessecessecesesaseesasersasersasentanan 121 CREATING A NE VV NIE E 121 del RRE ER KAS REN 122 FACULTY PRORILE EE 123 Interfase User s Manual Page 4 of 271 CREATING E ON Ge EI E GE 123 ACTIVITY RECORDS EN 125 ACCESSING A STUDENT S ACTIVITY RECORDS 1 0 ceccecccceeecceeeeneeesteeesecesecesesesesesersaseesaseeas 125 ACCESSING AN EMPLOYER S ACIIVITY RECORDS sscssiicsiavssrwasaedscdetasaetecsonsn idnansiadanteanmataatiaininss 126 ACCESSING A CONTACT S ACT
51. Billing State i Billing Zip Postal Daytime Phone Number E mail Address Transaction Amount 215 00 Important Only click Submit Payment once Note Once your payment has been submitted successfully a receipt for this payment will be e mailed to the e mail address listed in this payment screen This charge will appear on your receipt and your credit card statement from CSO Research Inc Submit Payment Interfase User s Manual Page 64 of 271 SCHEDULES DATABASE What is a schedule A schedule is an Interfase component that allows administrators to manage on campus interview schedules In this section of the manual we will cover the different types of schedules as well as go through examples of how to create each type To access the Schedules database highlight the Schedules menu under Databases Home 2 My Profile e ECHT Help I Sign Gut Stucents I Employers i Contacts b Jobs I E Geart Search for existing records in the Schedules database Admins UE Pending gt View schedule records that are awaiting administrator approval Maenmtors kr Weg SCH N Lj New gt Create a new schedule record Career Events P DI Schedule Calendar Faculty aniiko View the schedule calendar koorma F TYPES OF INTERVIEW SCHEDULES Currently an admin can create four Schedule Types in Interfase and each type has a coordinating timeline These types and its coo
52. CAREER FAIR Organization Name KPMG Documents Select Documents Message Cannot Attend Pre event Contact Interfase User s Manual Page 63 of 271 STUDENT CREDIT CARD PROCESSING If Credit Card Processing is enabled in your Interfase system then on the Career Event screen the Payment Method field will display It will only display for events that have Student Payment Methods selected The student must choose their Payment Method then click RSVP to Event If the student chooses Credit Card then the next screen will be the Credit Card form Austin Career Fair Hire Hire Hire 11 21 2007 10 00 AM 11 21 2007 3 00 PM Student Hall Come to meet employers that are hiring in the Austin area All students and alumni are invited to attend the Austin Career Fair Visit with employers from 9 30 4M 3 00 PM only Please make one fee selection and select a payment method Payment Method b RS P to Event View Employers Attending Credit Card Form Please input credit card information before continuing Credit Card Payment Credit Card Number l Card Type v Visa and Mastercard only Enter only numbers no dashes or spaces Three digit number located in the signature line on back of card Expiration Month Year si v First Name Last Name Billing Address 1 Billing Address 2 Billing City
53. Co op Intern Full time Part time Work Study Senior Full time Part time Full time Part time Co op Intern Full time Part time Full time Part time Full time Part time Co op Intern Full time Part time Full time Part time Clcheck to email packet to self Alumni Senior Freshman Alumni Alumni Senior May 2005 December 2005 May 2005 December 2005 May 2005 May 2005 May 2007 May 2005 December 2006 December 2005 May 2007 May 2010 January 1992 December 2005 May 2017 BA E To create a Student Resume Packet click Create Packets Interfase User s Manual Page 266 of 271 Faculty Student Profile view Resume SS Below you will find detailed information for this student Click View Resume above to view this student s resume NOTE To quickly send an e mail to this student click the student s e mail address Personal Information First Name Last Name Permanent Address Line 1 Permanent Address Line 2 Permanent City Permanent State Permanent Zip Perm Country Permanent Phone Permanent Phone 2 Local Address Line 1 Local Address Line 2 Local City Local State Local Zip Country Local Phone Local Phone 2 Email WebSite Lynn Berger 123 Penny Lane Austin TA 78745 USA 512 554 45695 123 Penny Lane Austin DA 78745 USA 512 554 45695 jean csoresearch com Demographic Information Classification Applicant Type Graduation Month
54. Complete the student profile and save Refer to the Student Profile section of the User s Manual for help on completing the student profile from the student profile Doing so means the administrator does not have to complete all the sections when creating a new student record NOTES By default all of the sections of the student profile are turned on when adding a new student Do you want to turn off sections Interfase User s Manual Page 24 of 271 EMPLOYERS DATABASE To access the Employers Database highlight the Employers menu under Databases Lei Home D My Profile la Databases Students Employers EK ech att Employe Search Search for existing records in the Employers Database Contacts H New Create a new employer record Jobs Schedules Chr Help Sign Out Admins Mentors Career Events Faculty EMPLOYER SEARCH and SEARCH RESULTS To search the Employers Database go to Databases gt Employers gt Search or use the employer search hotkey Enter the search criteria and click on the Search button NOTE Clicking on the search button without entering any criteria will display all employer records Employer Search Criteria l Organization Name fo Employer ID fo ALT Location Td state aka Search Hotkey Lz S IL a Employer Category Architecture Construction Engineering Building Az Bi Arts Arts Admin Museums Libraries Employer Status Communications Media Education Day
55. Conduct Information Interviews Conduct Mock Interviews E mail Networking with Students Click SAVE to complete the registration process Interfase User s Manual Page 257 of 271 These fields refer to your current job and employer information Students will be able to see and search by these fields These fields refer to any previous jobs the mentor has had and also any advice expertise and hobbies they want the student to know about Students will be able to see and search by these fields Hold down CTRL to select more than one option To deselect an option hold down CTRL and click on the option that should not be selected REGISTRATION CONFIRMATION After a mentor clicks on the Save button completes the registration the record will have a Pending status until an Administrator activates the record changes status to Active Registration Confirmation Page CSO Interfase EI Sign Out Memo Mentor Registration Thank you for registering as a new mentor We have received your registration To make Saved New changes to your profile click here NOTES Interfase User s Manual Page 258 of 271 LOGGING IN AS A MENTOR Registered users must enter their user name and password to login For further assistance please contact our office at xxx XXX 8X XX UserName Password Click here to register Forgot your password A mentor can login
56. EMAIL button to send an email to students that have dropped their resume First Name to this specific employer Organization Name Action View Remove Last Name Berger Drop Reason Cannot Attend F 2 5 2007 CSO Research Inc Lynn Once you click the Mass Email button you will be able to exclude recipients type your email message and add additional recipients email packet ta self O employer O employer amp self none Create Packets QS EEE STEPS FOUR SEVEN Refer to steps 4 7 in the MASS EMAIL section of this User s Manual NOTE You can send a mass email to ALL student that have dropped resumes to this Career Event under Tools gt Reports gt Mass Email gt New Mass Email See MASS EMAIL section of the User s Manual Interfase User s Manual Page 178 of 271 MASS CHANGE RECORDS A Supervisor Administrator has the ability to mass change drop down fields from one value to another For example you may wish to change all Students with a Classification of Senior to Alumni NOTE You can NOT change a drop drop to a blank choice or from a blank choice For example you cannot mass change students without a classification to a classification of Alumni You also cannot mass change students with a classification to blank EXAMPLE Mass changing Job Statuses from Active to Inactive for a certain employer STEP ONE Go to Tools gt Reports gt Mass Change STEP TWO You are first going to tell the system
57. Email You will be able to exclude students on the next screen if you wish Interfase User s Manual Page 76 of 271 CREATING A PRESELECT SCHEDULE A Preselect Schedule involves a system AND Employer screening process Students who meet the requirements can request an interview but the employer ultimately chooses which students can sign up for an interview timeslot In creating a Preselect Schedule you control the different periods of time when things will happen 1 Request Period Open This is the first day students who meet the Requirements can request an interview They will need to submit their resume and any other required documents The request period opens at 12 05 AM Central Time Request Period Closed This is the last day students can request an interview Once this deadline is reached employers review interview requests and make decisions on all interview candidates The request period closes at 11 59 PM Central Time Accepted Students Sign up Open This is the first day that Accepted students can sign up for an interview timeslot Accepted students can start signing up at 12 05 AM Central Time Alternate Students Sign up Open optional This is the first day that Alternate students can sign up for an interview timeslot Alternate students can start signing up at 12 05 AM Central Time Sign up Closed This is the last day Accepted and Alternate students can sign up for an interview timeslot Students ca
58. Friday from 9am to 5pm CT at 1 866 705 4201 Toll Free Press 1 for support SUPPORT HELP MENU As an Administrator you will have access to the Help menu option You will find the Help menu in the main menu of your Interfase system Clicking on this menu will load the CSO Support website and display the support Information All support options are listed there for your convenience CSO Interfase i EI Home My Profile Databases Tocis Help Ei Sign Out ee Home poeoooo00000n CS O Gg Siziziztztzfstztztztstfsfs aonnaean am SUPPORT Support aan The CSO services team is made up of professionals who were hand picked for their knowledge and experience in the career services community technical savvy and dedication to providing the highest level of support to each of our customers There are several options for obtaining support from the CSO services team You are welcome to use any of the following options with which you are most comfortable The CSO Services team is available from 9 am to 5 pm CT e Online Documentation There are two main support documents available Click each link below to obtain the document Interfase Training User Guide this document provides comprehensive information on how to use Interfase Interfase Supervisor Guide this document provides comprehensive information on setup options and advanced capabilities in Interfase e Live Chat Live Chatis the qui
59. Graduation Year Overall GPA Major GPA Hours Degree Majors click Add Achievements Citizenship Junior Co op Intern Full time Part time Work Study May 2008 3 5000 Bachelor s Accounting Basket Weaving Management Information Systems US Citizen Computer Skills Software Packages MS Office Software Packages MS Outlook Database MS Access Database Oracle Database SQL Server Software Packages MS PowerPoint Software Packages MS Word Language Skills American Sign Armenian Arabic Serbian Spanish Additional Skills Accounting Bookkeeping Counseling Advising Cross Cultural Analytical Problem Solving Competence 4rbitrating Mediating Resoalving Conflicts Assessing Priorities Time Management Customer Service Data Interpretation Athletics Coaching Decision making Communication Dependable Establishing Procedures Rules Event Program Planning Inventive Managing People Media Skills Video amp Film Additional Information Career Goal Job Preference Administration Other Information Es To view this student s DEFAULT resume click View Resume BA Es STUDENT PROFILE FIELDS During the setup of your system you will decide which student fields are viewable to faculty For example it is possible to have fields only viewable to students and administrator Faculty can not view any of the activity records associated with Student
60. IA Ia ba foo Event Registrations _ Local Austin Career Fair SPRING CAREER FAIR Utah Career Fair 2 SR Es A Career Event will only be listed under Event Registrations if there is at least one employer with a pending registration Registrants for Local Austin Career Fair Registration Date Organization Name Ford Iroquais Spec Ed Assoc John Hancock Financial Services National Science Foundation Rudin Boucher and Grimes Southwest Wisconsin Tech College 10 22 2003 6 26 2003 1 18 2005 8 19 2003 8 12 2003 Contact Name Fee Total Status Larry Chapman 0 00 Mike McCarthy 0 00 Fred Person Laura Asher Sheila Marten 1 0 00 Fending Fending Fending 390 00 Pending 4370 00 Pending 2 From Databases gt Career Events gt Search If you use this method you must search for your Event and select It Admins Mentors Faculty 9 9 we we ww ww F Home My Profile E Databases rr Tools Help Sign Out Students Employers Contacts Jobs Schedules Once in the Event scroll down and click the Manage Registrations link in the Employers section of the event profile Now you will be viewing all Event Employer Registrations Active and Pending Local Austin Career Fair 6 Employer Registrations 4dd Employer Pay Status Status Organization Name Austin ISD Ford roquois Spec Ed Assoc John Hancock Financial Services Manpower Rudin Boucher and Grimes South
61. Internet Access You may choose to have 2 people at each computer You will need a speaker phone Training Materials Interfase User s Manual Don t forget to bring a pen pencil and a highlighter for any note taking Legend Re ty ee e For helpful For a helpful MNN For a preview of Discussion question s tips facts refer to Review of past d D upcoming training items that will be discussed our friend Tippy material refer to our Ss look into the crystal ball with the Account Tippy Review friend Review Preview Discussion Manager Interfase User s Manual Page 9 of 271 LOGGING IN AS AN ADMINISTRATOR To login as an administrator admin start a web browser and go to https www myinterfase com ladmin D eben EE write in the name of your site here that you bookmark your Admin Login page Administrator Login Page CSO Interfase Administrator Login Please enter your User Name and Password below then click Login important e Using a PC We recommend Internet Explorer version 6 0 or higher If you need to upgrade or install your browser click here e Using a Mac We recommend Safari version 1 2 or higher If you need to upgrade or install your browser click here User Name gt Password Login Enter User Name and Password Click the Login button NOTE Administrator accounts are created by the system administrator All administrators can change their User Name and Password upon
62. Job Schedule SERED thy IES e Monday hp Ge d gt Quick Links 26 OG Mi e tity Mf S Observations 162 fp yyyww qwH 0_ UPP Uy Saved Searches 12 00 AM Reports Tuesday 27 10 00 AM wednesday 28 1 9 00 ANM Friday 9 00 ANM 7 10 00 AM 3 Show Schedule Items on the Calendar L L L 5 DU DU In the next pages we will step you each part of the Administrator s Home page We will start with Announcements and end with the Calendar Interfase User s Manual Page 11 of 271 ANNOUNCEMENTS Announcements are published to administrators students contacts and or faculty Administrators can create edit and remove announcements Home My Profile Databases E Help Sign Out i Activity Log D Reports gt Firewall gt Record Merge Resume Books Resource Library Upload Setup To Create a New Announcement STEP ONE To create a new announcement go to Tools gt Announcements and click the Add New Announcement link T i Home My Profile Databases Mf Tools Help Tel Sign Out Announcement List Start Date End Date Publish To Action 11 1 2005 12 1 2005 Admin Edit Remove November Announcements e Happy Birthday to everyone born in November e We need people to volunteer to work at the Graduate Career Fair If you are available please contact Jenny Noll at the Office of Graduate Studies e kudos to the counseling staff for their great work at the office retreat e
63. Majors Post Date Expiration Date Show Contact Info Allow Online Referrals No No No No No No Yes 05 01 2004 12 30 2004 No Yes Interfase User s Manual Page 37 of 271 Position Information Notes L Organization Name click this icon next to the Organization Name to quickly create a new job linked to this company uf ck this i Linked To Click this icon next to the contact person to quickly create a new job linked to both the company and contact person Posting Information Notes Allow Online Referrals Select Yes to allow students to apply via Interfase system A Submit Resume button will appear to students Select No if students should apply for position offline Control Information Notes Job Profile Continued Required Document Categories Edit Cover Letters Resumes Control Information Online Referrals Notify Wes Online Referals Notify Employer and Online Referrals Require Documents work with the Allow Online Referrals field When Allow Online Referrals is Employer yes you can further elect to notify the Employer when an Online Gelee e Ge Yes online referral occurs and or require that the student Allow Employer View of _ submit documents for an online referral Referrals Status Active Created 01 19 2005 6 09 PM Modified 04 28 2005 11 58 AM Allow Employer View of Referrals Select Yes
64. Man 2 Fill in the details e Enter a Description for your material e Either type in the URL or Upload a file To upload a Word or PDF document click the Upload link The file must be a Word document or PDF file e Click the Update link to save your material e Repeat this process for all materials Once all Materials have been set up click the Back button in the Materials section to go back to the event profile Title Upload Remove Update Cancel Campus Map Up Down Description URL Es The Approval Packet email will be sent to an C Approval Packet Employer when the employer s Cl Send Invoice registration status is changed from pending to active New Material Campus Map To move a material up or down on the list click the Edit link under the Action column next to the material Click the Up or Down link Optional Approval Packet and Invoice A system email can be sent to notify employers that their registration was approved To enable the email a material must be selected as the Approval Packet for this event The email will include a link to the material marked as the Approval Packet To select a material as the Approval Packet select the Approval Packet check box Only one document can be selected as the Approval Packet If Send Invoice is checked a link to a copy of the invoice will also be included in the email Employers CANNOT see a material marked as Appro
65. Method Credit Card ze 6 Fill in the Credit Card Information screen Please input credit card information before continuing Credit Card Payment Credit Card Number Card Type v Visa and Mastercard only Enter only numbers no dashes or spaces Three digit number located in the signature line on back of card Expiration Month Year Si v First Name Last Name Billing Address 1 Billing Address 2 Billing City Billing State Billing Zip Postal Daytime Phone Number E mail Address Transaction Amount 215 00 Important Only click Submit Payment once Note Once your payment has been submitted successfully a receipt for this payment will be e mailed to the e mail address listed in this payment screen This charge will appear on your receipt and your credit card statement from CSO Research Inc Submit Payment Interfase User s Manual Page 53 of 271 Student Fees The option has been added to setup student fees thereby allowing for an event in which students are charged a fee to attend The student fee is just an additional fee type available in the setup of Fees in an event You can setup multiple student fee options however unlike employers when a student submits an RSVP to an event they will only be allowed to select one fee option Payment optio
66. Openings Work Schedule Hours Per Week wage Salary Employment Start Date Employment End Date Supervisor Job Description Sessions Session Interview ID Date STEP ONE Check the session s you wish to delete 3 25 2007 9 25 2007 STEP TWO Click the Delete Selected Session button Preselect Activity Interview Location US Navy Interview Room US Army Interviewing Room 4 Retail Management Trainee Patty s Boutique amp Patty Sampson Austin Texas Wu Monday Friday and alternating Saturdays 40 30 000 40 000 June 1 2007 Carlos Beltran This position is designed only for those who are training both on the job and through company training programs to acquire the management and technical skills necessary to Add Session Session Recruiter Information Craig Biggio Interview Room Status Session 2 Active Alex Rodriguez Inactive Session 1 Delete Selected Sessions Manage List Students on List 5 WARNING BEFORE deleting an interview session verify that you have moved all students on timeslots When you delete an interview session it will delete the timeslots However removing an Interview Session will NOT remove the Preselect Activity associated with the Schedule Interfase User s Manual Page 104 of 271 DELETING AN INFORMATION SESSION An administrator has the ability to delete an Information Session STEP ONE Click on the Information
67. Payment Method Status Active Created 11 17 2003 4 10 PM Modified 02 21 2007 4 22 PM Required Document Categories PO C Cover Letters Resumes e E EE EE This is only activated when the Resume Drop is turned on To turn on the resume drop fill in the START RESUME DROP and LI Letters of Recommendation END RESUME DROP dates in the Timelines section Timelines Student Post Date 10 01 2006 Start Student View of Employers HEES Start Resume Drop RSVP Start Date 19 01 2006 ES The first day students can see the Career Event If you do not want the event to bee seen by students leave all of the student timeline fields blank The first day students can begin searching for registered employers The first day students can submit their resume to registered employers The last day students can submit their resume to registered employers The first day students can RSVP for the Career Event If you do not want the event to be seen by employers leave all of the Employer timeline fields blank RSVP End Date 99 26 2007 Student Expire Date 03 27 2007 Employer Post Date 10 01 2006 Employer Registration Start Date CLE Late Fee Date ee Employer Registration End eng Date 2 06 2007 Employer Expire Date 03 25 2007 The last day students can RSVP for the Career Event The last day students can see the Career Event The first day employers can see the Career Event The first day employers can r
68. Picks Submitted 13 Schedules Schedule Current Signup ID Job Title Job Location Interview Date Method aia Consultant II Boston MA 04 25 2007 Request Period Active 04 26 2007 Closed 109 Electrical Atlanta GA 04 25 2007 Sign up Open Active Engineer 114 Auditor Elizabethtown PA 04 25 2007 Request Period Active Closed en Research Austin TX 03 30 2007 Request Period Active Assistant Closed 10 Reporter Palmyra PA 03 02 2007 Request Period Active Closed When Admins or Employers view the Schedules list they will be able to see how far along the picks are These flags will only show for Preselect or Preselect Continuous Schedules during the preselection period The progress is divided up among 1 Picks Not Started Shown on a Preselect or Preselect Continuous when the employer admin has not yet begun making picks 2 Picks Started Not Complete Shown when employers admins have begun picks but not completed them on a Preselect or Preselect Continuous schedule 3 Picks Submitted Shown when employers admins have submitted final picks This applies only to Preselect schedules not Preselect Continuous schedules Viewing a Schedule Profile Depending on how your system is setup you may or may not allow employers to edit a schedule Posting Information Schedule ID 114 Job Title Auditor Organization Name KPMG Linked To Jobs Job Location Elizabethtown PA Work Schedule All Day ALI night most we
69. Primary Contact O contact Qualifiers Cl Consortium Contact Mapping Es DO NOT click Continue yet Next we need to select the Organization name Drop down the Select Fields for field and choose Employer Select Report Fields to Display Select Fields for Employer v CO Available Fields Cl Employer ID C Phone V Organization Name O Fax O Location Cl Profile CI Website Cl On line Application Address ClEmployer Category Cl Majors LJ Address Line 1 CJ Include in Employer Directory LJ Address Line 2 Cl Employer Status Cl city Cl Created O State C Modified O zip C Employer Qualifiers Cl Consortium Name Emp O Consortium Employer ID Now click Continue Interfase User s Manual Page 163 of 271 STEP THREE Select Report Criteria A Select the contact criteria we are Database from which to Add Report Criteria Employer Contact i searching for Enter criteria to add REMEMBER We SE SE pa j j i i decided that in our And City Si v austin Kees E Don t report we wanted only Active contact in Austin This is where we select the status Report Criteria Added forget to click And Or Database Field Comparator value s Action ADD CRITERIA Contact Contact Status in Active Remove and city Cl Save Field amp Criteria Selections as Report Template Database from which to Add Report Criteria Employer Contact
70. Remove ATTENTION PARALEGAL STUDENTS There will be a mandatory Mock Interview session next Friday E ANS 10 30 2006 11 1 2006 All Edit Remove Reminder Our Nursing School Fair will be held on Nov 1st STEP TWO Make the changes necessary Click the Save button Announcement Details Announcements Start Date Notes End Date KE Publish To Message SS A dy Verdana Se Norma A a M E Happy Birthday to all you you with February Birthdays Po gt a S To Remove an Existing Announcement Announcements add New Announcement Start Date End Date Publish To Action 2 6 2007 2 20 2007 All Edit Remove gt Click Remove to delete Happy Birthday to all you you with February Birthdays this announcement 1 22 2007 1 31 2007 Student Edit Remove Welcome Back Students Don t forget to drop by Career Services to get help with your resume 11 6 2006 12 21 2006 al Edit Remove The Fall Career Fair will be from Wednesday Dec 6th Ehreaneh Friar Ther BFE Interfase User s Manual Page 13 of 271 PENDING BIN The Pending bin displays records that need to be approved by an Administrator All Administrators see the same Pending bin After a record is approved it will remove itself from the Pending bin Pending Students Jobs Mentors Contacts Schedules Placements e Quick Search Student First Name Student Last Name Organization Mame E jon Io kat K Contact First Name
71. Remove Rudin Boucher and Grimes Laura 4sher 390 00 Not Paid Pending Dropped Resumes Remove Southwest Wisconsin Tech College Sheila Marten 370 00 Paid Pending Dropped Resumes Remove 1 To add a new Employer registration click the Add Employer link and complete the Employer registration form When you add a new Employer the profile field from the Employer s record will automatically be copied into the Overview field S UU M Local Austin Career Fair 6 Employer Registrations Add Employer Organization Name Contact Name Total Pay Status Status Activity DOE DI Austin ISD Larry Templeton 310 00 Paid Active Dropped Resumes Pemove Ford Iroquois Spec Ed 45so0c Larry Chapman 0 00 Mot Paid Pending Dropped Resumes Remove John Hancock Financial Services Mike McCarthy 0 00 Mot Paid Pending Dropped Resumes Remove Manpower Libby Belz 325 00 Not Paid Active Dropped Resumes Remove Rudin Boucher and Grimes Laura Asher 390 00 Not Paid Pending Dropped Resumes Remove Southwest Wisconsin Tech College Sheila Marten 370 00 Paid Pending Dropped Resumes Remove 1 To view dropped resumes click the Dropped Resumes link under the Activity column Es Dropped resumes Organization Name Contact Name Total Pay Status Status Activity Action drop off for a particular Austin ISD Larry Templeton 310 00 Paid Active Dropped Resumes Remove Employer before or Ford Iraquois Spec Ed Assoc Larry Chapman 0 00 Wot Paid Pending Dropped Resumes Remo
72. Select All button to include all of the students in the search results list e select the checkbox in the column header to select all of the students on the page or e individually select the checkbox next to the student Job Activity Information Referrals 3 Placements 1 Observations 0 Audits 3 Referrals Referrals E Date Student C 2 16 2005 Si Chen C 2 16 2005 Lynn Berger email packet to O self O employer O employer amp self none Create Packets Referral Method C 2 16 2005 Anthony Powell Student Directed Job Referral Student Directed Job Referral Student Directed Job Referral gt PREVIEW You can send a mass email to students that were referred for a job Ladd nev Betea Click the MASS EMAIL button to send an email to students on the referral list Referral Type Administrator Action View Remove View Remove View Remove Once you click the Mass Email 1 button you will be able to exclude recipients type your email message and add additional recipients Interfase User s Manual Page 194 of 271 STEP THREE Select the email options A job referral packet can be emailed The email options are available right above the Create Packet button a lf the packet will be emailed select one of the following options self employer or employer A self b Ifthe packet will not be emailed select none STEP FOUR Click the Create Packets button If in STEP THREE it was decided that this
73. Timeline and Timeslots sections are displayed To edit the Session Information and Timeline sections click the Edit link Session Information Schedule ID 10 Job Title Software Engineer Organization Name ComputerEase Interview Date 01 01 2005 Recruiter TBA Interview Location Career Service office Session Information Software Engineer Schedule Status Active Created 8 26 2004 12 58 19 PM Modified 9 14 2004 1 38 27 PM Timeline Signup Method 8 24 2004 Open Closed Add Timeslot Submitted Change Student Documents Documents Action To add a timeslot to a session 1 Click the Add Timeslot link 2 The Timeslot Information screen appears 3 Inthe Interview Time field enter the interview time that you would like to add 4 Click the Save button Add Timestot 9 Submitted Change Interview Time Student Docume s Documents Action d 8 00 4M O 8 30 AM Timeslot Information d 9 00 4M O 0 30 AM Interview Time 01 25 2005 12 00 AM O 19 00 aM Reserved Slot id O 10 30AM d 11 00 AM M 11 30 AM Interfase User s Manual Page 100 of 271 To remove a timeslot from a session 1 Click the check box next to the timeslot that you would like to remove 2 Click the Remove Selected Timeslots button E meslots Add Timeslot Submitted Change Interview Time Student Documents Documents Action O O O O O Pi O O PREVIEW
74. Timesheets due today End Date Publish To Message dr ze Ay Paragraph Style H C HTML Mode Es PUBLISHING ANNOUNCEMENTS Publish To All When publishing announcements to All the announcement will be visible to administrators students contacts and faculty Publish To Administrator When publishing announcements to admins the announcement will be visible to all administrators Publish To Student When publishing announcements to students you can target your announcement by Major and or Applicant Type Publish To Contact When publishing announcements to contacts you can target your announcement by Major and or Employer Category Publish To Faculty When publishing announcements to faculty members you can target your announcement by Major Interfase User s Manual Page 12 of 271 To Edit an Existing Announcement STEP ONE Click Edit next to the announcement you wish to edit this is under the Action column Announcements add New Announcement Start Date End Date Publish To Action 2 6 2007 2 28 2007 All C EdE Remove Happy Birthday to all you you with February Birthdays 1 22 2007 1 31 2007 Student Edit Remove Welcome Back Students Don t forget to drop by Career Services to get help with your resume 11 6 2006 12 31 2006 Al Edit Remove The Fall Career Fair will be from Wednesday Dec 6th through Friday Dec SC 11 6 2006 11 18 2006 Student Edit
75. Username Email Action one contact person Each contact KPMG Perkins Patti patti jean csoresearch com Select 1 person that has an email address will be listed Interfase User s Manual Page 188 of 271 STEP SEVEN A pop up window will now load with the email that will be sent This gives you the opportunity to customize the email before sending it After you have made the desired changes click the Continue button Packet Settings Microsoft Internet Explorer TO this field will populate with the choice you made in STEP THREE In this example we selected employer and self More email addresses can be added to the TO field as long as To natti kpmg com jean csoresearch carm each is separated with a comma BoM Subject CSO University Here is the requested resu FROM this field will populate with ey the email listed under you Admin profile click the My Profile menu Only ONE email address can be in the FROM field Additional e mail addresses may be manually added in the TO field Use 4 comma to separate each address SUBJECT and BODY the default subject and body for all Student Resume Packet emails can be customized under Tools gt Setup gt Please click the link to see the resumes for those Templates Student Packet students that met your search criteria Below you will find a link to the resume packet you requested For example you may wish for the subject line to have the name of yo
76. VERY IMPORTANT ES No timeline has been created for this schedule The Timeline determines be ZE the Schedule Type and Minimum GPA 2 5000 Citizenship automates the schedule Graduation Start 05 01 2007 Graduation End 08 31 2007 Classification Senior Degrees Bachelor s Majors click Add Management Applicant Type Full time Parttime Screen GPA Yes Screen Citizenship Yes Screen Grad Date Yes Screen Classification Yes Screen Degree No Screen Majors No Screen Applicant Types Required Document Categories Edit Control Information Edit Es In order for a schedule to appear online to students the schedule must have the following Freeze Date Time Allow Waiting List No Allow Alternates No I I I I I I I I I I I z 1 A Current Sign up Method Ee 2 An Active Status on the Schedule I 3 A Future Interview Date 4 An Active Status on the Interview Session s l I I reated 7 Modified 02 23 2007 9 28 4M SE E Es The Qualifiers section is only Qualifiers Edit viewable to Administrators This is a way Sessions Add Session Examples Full Time Internship Session Interview Interview Interview Session ID Date Location Room Recruiter Information Status Preselect Schedule Open Schedule Fall S Navy Craig 2007 Spring 2008 os EE review rom Bigo zer Z US Army Ale 4 5 25 2007 Interviewing z Baan Rodriguez to tag schedules for easier searching and reporting Sess
77. Value STEP TWO Enter EVENT ID 33 EventEmployer Mass Email Criteria Added Database Field Comparator Yalue s Action STEP THREE Click ADD CareerFair Event Id 33 Remove CRITERIA Click Continue 5 Review List amp Confirm Selections Here you can EXCLUDE employers that should not receive this email NOTE The number of employers on this page should equal the number of employers registered for your event 6 Create Email Fill in the details subject notes etc Click Send Email Interfase User s Manual Page 209 of 271 MASS PACKETS An administrator has the ability to mass produce resume packets for the following Job Referrals Schedule Preselect Schedule Info Sessions Schedule Interview Session Career event Resume Drop and Career event RSVP The Packet Log menu allows each administrator to view the mass packets they have viewed or emailed within the last 30 days Help Sign Out JE Activity Log Reports Packet Log Announcements Student Resume Packet Firewall Job Referral Mass Packets Record Merge Schedule Interview Session Mass Packets Resume Books Schedule Preselect Mass Packets Resource Library Schedule Information Session Mass Packets Upload Career Event RSVP Mass Packets Setup Career Event Resume Drop Mass Packets Example Creating a packet of resumes for one employer that has several Interview Sessions Go to Tools gt Packets gt Schedule Inte
78. able to do this in the Document Selection window see below Student Document Selection Microsoft Internet TBR Ee S Select the documents below you wish to submit Leave the category blank if you do not wish to select a document from that category Any category marked with is required and must have a selection Select Documents for Schedule 48 Category Document Resumes resume test dec Cover Letter k References v The student then receives a confirmation message You successfully signed up for the requested timeslot Interfase User s Manual Page 108 of 271 PRESELECT amp PRESELECT CONTINUOUS SCHEDULES Requesting an interview STEP ONE If a student would like to submit a resume for interview consideration he she must click the Request Interview button at the top of the schedule profile Request Interview STEP TWO When the Request Interview button is clicked the student will be able to select the documents that to submit A student will be able to do this in the Document Selection window see below E Student Document Selection Microsoft Internet TBR A Select the documents below you wish to submit Leave the category blank if you do not wish to select a document from that category Any category marked with is required and must have a selection Select Documents for Schedule 48 Category Document Resumes resume test dec ze Cover Letter
79. access a student s audit log click the Audits tab e To access a student s resume referrals click the Referrals tab e To access a student s placement information click the Placements tab g e To access a student s schedule activity click the Schedules tab E e To access a student s mentor contacts click the Mentors tab Observations or Audit e Toaccess a student s event RSVP s click the RSVPs tab SE 2 6 Referrals Interfase User s Manual Page 125 of 271 ACCESSING AN EMPLOYER S ACTIVITY RECORDS An employer s activity records can be accessed through the employer search results page or the employer profile NOTES Employer Search Results Page To access an employer s activity records from the search results page click the corresponding letter under the Activity column ck Search Results 816 employers Change Criteria Save Search Employer Organization Employer Contacts Jobs Schedules Even Activity Je Es Activity Legend ID Location City State Employer Category Status 5 Patty s Mytown ct Louis MO Retail Sales E Commerce Active 2 1245 1 proa P Placements Boutigue USA R Referrals 6 Austin ISD Austin TX Austin Tx Education Day Care Guidance Active 1 10 0 2 PROA O Observations Southwest S Lilie rane im LAJT CAdiestinn Mau Caratia nidanen Artium EA ES TK 41 noma A Audits Employer Profile To access an employer s activity records from the employer
80. approval Will you want the jobs to go back into your Pending bin when an employer edits the job profile Interfase User s Manual Page 38 of 271 APPROVING PENDING JOB RECORDS In the Pending Jobs list click the Job ID link to view the job profile After reviewing the job profile scroll down to the Control Information section and change the Status field from Pending to Active Control Information Allow Employer View of Referrals 7 Status Created Modified SARE Delete Inactive Pending When a job s status is changed to Active it is no longer displayed in the Pending Jobs list Es The Job Approved system event automatic email will be sent when a job s status is changed from Pending to Active By default this email is NOT enabled in your system NOTE An active job posting is not displayed to students until the Post Date is reached CREATING A NEW JOB RECORD To create a new job go to Databases gt Jobs gt New or simply use the new job hotkey IS New Job Hotkey search for the employer that the job should be associated with by entering the employer contact information and clicking on the Search button If the employer or employer contact does not exist click Add New Contact link Employer Contact Information Add New Contact Username Last Name Organization Name Employer ID When a new job is created an administrator has the option to link the job to a specifi
81. csoresea rch com cw vie A ES e ZE 9 Se BZ Ale Es PRINT ICON Click this Print iew All Interfase User s Manual Page 185 of 271 to print each page individually This is convenient if you do NOT wish to print all resumes PRINT VIEW ALL BUTTON Click this to print or view all in one PDF file Description of the Document Viewer Surnmary 18 Student s 18 Student s y Show Help Berger Lynn Se SE ee Aen Wih maj d os o e L ABC Chen Susan EI r a OD Nal gt ei A lai CA 88 D a Kai Clapham Harry S gt Fizman Rachel A Hanson Kristina Hax Carolyn Jones Donald February 27 2007 Jones Robert Hello Marinelli Rob Parks Rosa The students that meet your criteria are listed below Bele ROUD Last Name First Name E mail Sherbert Joline Smith Traci Berger Lynn jean csoresearch com Smith Tracie Chen Susan katrina csoresearch com K Clapham Har ean csoresearch com Tester Ted Fizman Rachel ann csoresearch com Valdez Gabriella Hanson Kristina ann csoresearch com Walker Teresa 5 Hax Carolyn ann csoresearch com E E Jones Donald email demo com Winter Sarah E Jones Robert email demo com 4 Marinelli Rob james csoresearch com a Parks Rosa katrina csoresearch com 5 Pelc Robin katrina csoresearch com Sherbert Joline katrina csoresearch com 8 Smith Traci email demo com Smith Tracie email demo com Tester Ted jmecoy154
82. do not qualify for this job message displays at the top of the job profile ES Memo Not Qualified for Job You do not qualify for this job e Not Qualified with a reason given The Show Non Qualifying Criteria When Alerting message is also turned on by default but can be turned off It displays the reasons why the student does not qualify for this job You do not qualify for this job Classification Minimum GFA Graduation Date Do you want to allow students to see the reason why they do not qualify for the job posting By default they will see it Do you want students to view all jobs By default they will see all jobs and screening will be done when they view the job profile NOTES Interfase User s Manual Page 235 of 271 JOBS STUDENT DOES MEET JOB REQUIREMENTS If a student meets the job requirements he she can apply for a job online or offline depending on the method specified by the employer OFFLINE VS ONLINE APPLICATIONS e OFFLINE APPLICATION If a job is not accepting online referrals a student must apply offline An administrator and or employer must specify the application details in the Application Instructions field Important On this job the Allow Online Referral field has been set to NO by the employer or administrator e ONLINE APPLICATION If a job is accepting online referrals and the student meets all of the job s requirements the Submit Resume button is shown at the top
83. for a specific employer registered for the career event An administrator can create a dropped resumes packet from the Career Events Database in the Employers section E An employer contact can also create a dropped resumes packet from the Career Event list The following steps will guide an administrator through the process of creating a dropped resume packet STEP ONE To view the dropped resumes for a specific employer you must first search for the career event Go to Databases gt Career Events gt Search Career Event Search Career Event Name Category Austin Career Fair Career Fair Orientation Workshop Status active Cancelled Inactive Start Date Time EJ to End Date Time EJ to JS STEP TWO Click on the desired Career Event Career Event Search Results Search Results 7 events Career Event Same Austin Career Fair Austin Career Fair Change Criteria Start End Date Time Date Time Location 11 21 2007 11 21 2007 Student 10 00 ANM 3 00 PM Hall 11 21 2006 Student A UU PM Hall Status Employers 11 21 2006 10 00 ANM STEP THREE Click Manage Registrations in the Employers section Event Information Event Id Career Event Name Slogan Location Student Description Employers oo Austin Career Fair Hire Hire Hire Student Hall Come to meet employers that are hiring in the Austin area All students and alumni
84. go to Tools gt Reports gt Mass Email STEP FOUR On the next screen you will be able to EXCLUDE any student click OK and then click PROCEED On the final page you will need to fill in the Email Subject and Body then click send Mass Email See section entitled SCHEDULE PRESELECT ACTIVITY MASS EMAIL for details 3 Adding Students to the Preselect Activity list Although this task is intended for the student an administrator may find that they need to perform this task for the student Simply search for the student s name and click Add Student next to their name Search for Student to add to Preselect Activity UserName First Name Last Name User Name First Name Last Name Email Action Winter_Susan_878 Susan Winter email demo com email demo com Add Student 1 NOTE As an administrator you can override the document requirements of any schedule If the student does not have a resume in the system it is highly advisable that they upload one otherwise their resume can not be included in the Preselect or Interview Session resume packets Interfase User s Manual Page 93 of 271 ACCESSING PENDING SCHEDULES The schedule records that are pending administrator approval can be accessed two ways 1 Administrator Home Page Pending H Pending Consortium Students Jobs Mentors Contacts Schedules Placements Event Registrations 2 Databases gt Schedules gt Pending atabase
85. individually click on the student s first or last name Student Advanced Search keyword EE Firstname Expected Graduation Classification Alumni Freshman Sophomore Junior Applicant Type Co op Intern Full time Part time Work Study Overall GPA Majors click Add Degree Certification Master s Associates Bachelor s e Citizenship Non US Not Qualified to Work Non US Qualified to Work US Citizen Skills Country Job Preference 1 account Management Planning Accounting Auditing Actuarial Administration RE d Es To reset search criteria click the Reset button Es Save your search This will show up in your Quick Links Change Criteria Save Seare s Classification Expected Graduation May 2008 Applicant Type CT Lynn Co op Intern Full time Part time Work Study Junior F Susan O Natasha CT Genise CT Lance o Dwight TT Doug g Eric TT ern CT Rachel CT Carolyn F Grace O Robert O Nancy O Sunny g Ed O Brett F Gabriella O Morris Create Packets Winter Roberts Fizman Hax Waters Ashland Sumthinerother Day Finkelstein Barker Valdez Roberts Full time Part time Full time Part time Full time Part time Full time Part time Full time Part time Full time Part time Full time Part time Full time Part time Alumni Alum Senior Alum S
86. links to View the resource Upload an updated document for this resource or Delete the resource altogether Manage Resource Library E C conet Ferir BH Co op Appkcabon Pais Hin Ann ater Semeste Resource Information Action Vew Upload Delete OD aera tee SALL p Coop Appii Sorio 2 Resource Title co op Application Semester Semester 5 Co op Appkiahon semester 3 Available To F Student Contac DI Co op Application Semester 4 ily Crice Policies E C Tye ond Other Hiph Documents b Folder When editing an existing folder you have the ability to change the folder name You can use the Action links to Delete the folder altogether Manage Resource Library H O Contact Forms Folder Information ji B co op Application Forms Action Delete C3 Office Policies id SE H 0 Tips and Other Helpful Documents Folder Name WERNER Important If you delete a folder that has resources in it or has other folders nested underneath it everything contained in that folder and everything contained in any folders underneath it will be deleted To re organize an existing resource or folder simply select the resource or folder and drag and drop it into the desired location For instance if you wanted to nest one folder underneath another simply click on the folder you want to nest and drag it on top of the folder you want to nest it underneath This same action applies to resources as well
87. many types of activities in Interfase that are not logged in some other fashion For instance a student submitting a referral to a job is recorded as a referral so that activity is not additionally recorded in the audit log But if a student simply views a job listing this activity is recorded in the audit log This function will basically provide a historical record of activity in your system Examples of audit activity include creating and editing of all main records students viewing jobs employers viewing students when a user logs in and when students view both main and on line application employer websites Each audit log record consists of a source who did the activity an action performed what was done and a target to whom the activity was done The audit log entries can be accessed in two ways 1 Per Record As administrator you can view the audit log for any main record in the system by clicking the A under Activity for that record Viewing the audit log for a specific record will show both the log entries for which that record is the source and the target For example the audit log for a specific student might show a log entry that an administrator Source edited the student target and an entry that the student source viewed a job target Student Search Results Page a Record ID User Name First Name Last Name Applicant Type Classification Expected Graduation Office Advisor E
88. placement record Microsoft Internet Explorer P Would you like to copy address From Employer to Work Information i Cancel Placement Profile Work Information section Placement Information Edit Job Title Management Trainee Department Start Date 03 09 2007 End Date Position Type Full time Entry Level Salary 32 000 00 Pay per Period Estimated Hours per Week 40 Additional Compensation Car No Source Student Outside of CS Office Status Student Created Notes Created 02 28 2007 1 28 PM Modified 03 05 2007 10 12 4M Work Information Edit Supervisor ee Address Line 1 1049 Birmingham E This section IS intended to be Address Line 2 the student s Work Information City Dallas SE Lae The email address will populate with Den the student s email address The Map of Address Above Online Map student may wish to update it with the Phone 210 222 4863 email address they will have while Fax working for this employer Email jean csoresearch com STEP TWO If the employer was not located then you may wish to create an Employer record and link it to this placement record NOTE Many schools do this so that they can build a relationship with this employer There is the potential that this employer will hire more students from your University STEP THREE Now you will want to approve the placement profile by updating the status IMPORTANT NOTE The Placement profile and Report a Hire f
89. profile follow these Steps STEP A Click the View Activity link in the employer profile Home My Profile E Databases Tools Help Sign Out Home gt Employer Pro Yiewing Employer Patty s Boutique Employer Information Employer ID 3 STEP B Click on the desired tab e To access an employer s resume referrals click the Referrals tab fe 7 e e i Only Administrators e To access an employer s placement information click the Placements tab san view the Observations e To access an employer s observation notes click the Observations tab or Audit Activity e To access an employer s audit log click the Audits tab Referrals Interfase User s Manual Page 126 of 271 ACCESSING A CONTACT S ACTIVITY RECORDS An employer contact s activity records can be accessed through the contact search results page or the contact profile 1 2 NOTES Contact Search Results Page To access a contact s activity records from the search results page click the corresponding letter under the Activity column Search Results 770 contacts Change Criteria Save Search Ea First Organization Contact Employer ES Username Name LastName Name Location Phone Status Status Jobs Schedules Even s Activity ie Activity Legend csoemployer Patty Sampson Patty s Mytown 817 Active Active yw Boutique USA P Placements R Referrals O Observations A Audits Templeton Larry La
90. search results page click 1 the corresponding letter under the Activity column Search Results 14 schedules Change Criteria Save Search C t a Organization Interview Sianup E Activity Legend Job Title Name i Date Method Statu ivi P Placements Staff DEE ee EE Open Active geg O Observations A Audits Accountant Assistant Patty s Boutique Drinrinal Austin TX 01 31 2005 PRS Closed Active POA 2 Schedule Profile To access a schedule s activity from the Schedule Profile click the View Activity link in the schedule profile STEP A Click the View Activity link in the schedule profile Yiewing Schedule 1 Staff Accountant Copy Schedule C view activity Delete Posting Information Edit Schedule ID 1 Job Title Staff Accountant STEP B Click on the desired tab e To access a schedule s placement information click the Placements tab ee 8 l Only Administrators e To access a schedule s observation notes click the Observations tab can view the Observations or Audit Activity To access a schedule s audit log click the Audits tab Placements NOTES Interfase User s Manual Page 129 of 271 ACCESSING A MENTOR S ACTIVITY A mentor s activity records can be accessed through the mentor search results page or the mentor profile 1 Mentor s Search Results Page To access a mentor s activity from the search results page click the corresponding letter under the Acti
91. selecting the My Activity menu under My Account OCEA Employer Directory Job Search Schedules Career Events Mentor Search Sign Out My Profile Ej My Documents To access the activity information for Referrals Placements Schedules or Event RSVPs click the number link in the Activity Information section or select the tab Activity Information Referrals 9 Placements 2 Schedules 1 Event RSVPs 72 Referrals MY ACTIVITY REFERRALS A student can view his her referral activity by clicking on the number next to Referrals or selecting the Referrals tab Are you going to allow students to view self referrals only By default students can view all referrals NOTES MY ACTIVITY PLACEMENTS A student can view his her placement activity by clicking on the number next to Placements or selecting the Placements tab Are you going to allow students to view and or add their placement information By default they can view but cannot add placement information NOTES Interfase User s Manual Page 229 of 271 MY ACTIVITY SCHEDULE ACTIVITY A student can view his her schedule activity by clicking on the number next to Schedules or selecting the schedules tab The schedule activity is divided into five 5 sections Interviews Information Sessions Preselection Activity Waiting List Activity and General Activity DA Interviews Print Upcoming Interviews View All
92. self employer O employer amp self none Remove Selected Timeslots Create Packet Interfase User s Manual Page 74 of 271 OPTION 2 Automatically add Timeslots with a Timeslot Template a Complete the Session Information section Interview Date Status etc b Complete the Import Timeslots section by choosing a template Click Save Add Session Options Please select how you wish to add a new session to this schedule Create New Session O Link To Existing Session Session Information Interview Date 5 95 2007 Interview Room Un assigned Interview Location S army Interviewing Room Session Information Gong your official transcript BA E Fill out the details Configure Timeslots Interview Duration fo o e Timeslot Break Period o DA First Timeslot Start Time __ am OPM Last Timeslot Start Time am Opm Import Timeslots Timeslot Template 30 MIN 9 00 4M 4 30 PM ze E Choose a Timeslot Template 30 MIN 9 00 AM 4 30 PM 45 MIN 8 45 AM 4 30 PM Now you will see this screen Session Information Session ID 113 Linked To Schedules 4 Retail Management Trainee Organization Name Patty s Boutique Interview Date 05 25 2007 Interview Duration 30 Interview Location US Army Interviewing Room Room Assignment Session Information Status Created Modified Recruiters Recruiter Patty Sampson Timeline For Schedul
93. system The email you receive will be from the student s email address so that you may reply directly to the student Anonymous will send to your primary email address unless you specify to use your alternate email address below Additional Student Mentor Contacts Enter the number of students you want to be able to contact you per month Interfase User s Manual Page 255 of 271 More information about Show Contact Method lf under Show Contact Method you select Anonymous then you will see the following screen PRONE Z ema Alternate Email fo Cultural Background Allow Student Contact Student Contact Method After selecting Anonymous as your student contact method you will notice that Show Address Show Phone Show Alt Phone Show Email and Show Alt Email fields get turned off automatically The only decision you need to make is whether you want to use your Alternate email address instead of your Email address Choose Yes to use your Alternate email address Choose No to use your Email address For Anonymous Contact Use Alternate Email Additional Student Mentor Contacts for one month only CO g If under Show Contact Method you select Show Contact then you will see the following screen Cultural Background Allow Student Contact Vo Student Contact Method chow Contact Info ze Bac ate L After selecting Show Contact Info as your student contact method you will OH notice
94. the chain link next to Job In the Re Link window search for the Job Title or Employer s Name Be Link Microsoft Internet Explorer Editing Placement record 151 Student Schedule Administrator Contact ET Faculty Currently Linked To Quick Assign to Record Search Criteria Job Tite SE RE Victoria Job ID Job Title Online Sales Manager Organization Name Victoria Advocate Victoria Advocate E In this example we are looking Experienced Reporter Accountant Copy Editor II Victoria Advocate Victoria Advocate for the Experienced Reporter job posting in our system We can click Link to link this placement record to Mailroom Manager Experienced Reporter Part time Classified Sales Advertising Sales Manager Victoria Advocate i this job Victoria Advocate i Yictoria Advocate Victoria Advocate If the results did not return the job you wish to link click here to create a new job Interfase User s Manual Page 144 of 271 If the job was located then you will have an option to copy information from the job s profile to the Placement Information section of this placement record Microsoft Internet Explorer Would you like to copy data From Job to Placement Information i Cancel Placement Profile Intern Coop Information section Student john doe Organization Name Victoria Advocate Contact Stephen McHaney Job amp Experienced Reporter Schedule Adm
95. the checkbox in the column header to select all of the students on that page only or e individually select the checkbox next to the student Search Results 42 students Change Criteria Save Search Record ID User Name First Name Last Name Applicant Type Classification Expected Graduation Office Advisor Email Status Activity csostudent Lynn Berger Co op Intern Full time Part time Work Study Junior May 2008 Robert Locke A Active PROSA Chen Susan Susan Chen Full time Part time Alumni May 2007 Michelle Ewing E Active PROSA Smith Natasha 4 Natasha Smith Full time Part time May 2007 Michelle Ewing Active PROSA Active PROSA Active PROSA Active PROSA Smith Tracie 20 Tracie i Alum December 2007 Michelle Ewing Active PROSA A Smith Stephanie 5 Stephanie Smith Work Study August 2007 Michelle Ewing amp A A A Smith Genise 27 Genise i Full time Part time Alum May 2007 Michelle Ewing E Active PROSA A A A A A Smith Kathy 6 Kathy Smith Co op Intern Sophomore December 2007 Michelle Ewing Smith Daniel 8 Daniel i Co op Intern Freshman December 2007 Michelle Ewing Smith Shawn 32 Shawn i Masters December 2007 Michelle Ewing Active PROSA Smith John 38 John i Senior December 2007 Michelle Ewing Active PROSA Smith Clinton 65 Clinton i Junior December 2007 Michelle Ewing Active PROSA Jones Chelsa 101 Chelsa Alum May 2007 Melissa Swan Active PROSA Active PROSA 3 Fo it bf kt ro mw jo KA fe E Isi mie ep wie B E pg D n kA
96. the contact information that the mentor is allowing students to view The student can choose how to contact the mentor from the available options Personal Information First Name Middle Name gt Lincoln Maiden Name Line 1 Line city Last Name State Zip Country Phone Phone Alternate Email Abraham 101 Whitehouse Road Suite 33 6 Austin Ts 70098 JSA g12 4186 1163 g12 59 58 8 alincolnd lincalnford com Cultural Background Caucasian Employment Information NOTES Interfase User s Manual Page 239 of 271 EMPLOYER LOGIN PAGE To access the employer login page start a web browser and go to https www myinterfase com write in the name of your site here Employer Login Page Employer Login Important Memo Employer Login Page install your browser click here browser click bere Welcome to the CSO University s Career Services System You should disable any popup blocker when using this site For further assistance please contact our office at xxx XXX XXXX Username Password Are you going to allow employers to self register to create their own profile NOTES Interfase User s Manual Page 240 of 271 Login Click here to register Forgot your password employer e Registered Users Enter your username and password below and click LOGIN e New Users If you have NOT registered
97. the details Interview Duration nr Timeslot Break Period o BA First Timeslot Start Time am OPM Last Timeslot Start Time O am OPM Es Choose a Timeslot Template Import Timeslots Timeslot Template 30 MIN 9 00 4M 4 30 PM ze BEEN 30 MIN 9 00 4M 4 30 PM NOTE Repeat STEP TWO if there are more interview sessions that need to be added to this schedule STEP THREE Edit the Control Info section to change the Schedule s status from Pending to Active Control Information Freeze Date Time EJ Allow Waiting List Vo v Allow Alternates ve v Created Modified Cancelled Inactive Pending When a schedule s status is changed to Active it is no longer displayed in the Pending Schedules list NOTE At this time there is no system event automatic email that will be sent when a schedule s status is changed from Pending to Active STEP FOUR Optional for Preselect amp Preselect Continuous Schedules ONLY Fill in the Preselections Due Date field in the Posting Information section If you fill in this date it will send the employer a reminder email that these are due Preselect Schedule it should be the day before Accepted Students Sign up Open Preselect Continuous Schedule if should be any day after Preselect Continuous Closed to Requests but before Sign up Closed STEP FIVE Optional for any Schedule Fill in the Freeze Date Time fiel
98. this method to create a packet of student resumes when the fields needed to query on are not available in the Student Search Criteria screen For example address fields are not found in the Student Search Criteria screen The process for creating this packet is almost exactly the same as creating a packet from the Student search screen The only difference is the first step how the student criteria are selected The following steps will guide an administrator through the process of creating a student packet via Reports STEP ONE Go to Tools gt Packets gt Student Resume Packet Ea Help Le Sign Gut r Achvity Lag D Reports Home 2 My Profile Databases i k Packet Log AFIiN Gur Cer errs K d i Finga gil hob Referral Mass Packets Record Marge Schedule int rna Secon Mass Packets Resume Books Schedule Preselect Made Packets Azaut lorry Schedule Trg ormm abten Session Mass Pacers Career Event RSVP Mass Packets Uplasd Gi Setup Career Event Resume Grog Mass Packets STEP TWO Specify the student search criteria using the Resume Packet function in Reports Students who meet the criteria selected will be included in the resume packet To add criteria for the resume packet 1 Select the Field Name All fields in the student profile are listed in the Field Name drop down field select the Comparator view the comparator legend below Enter a value and click the Add Criteria butto
99. to report query Engineering Students STEP FOUR Next to the field Select File to Upload select the Browse button locate the Word template click Open and click Upload In the Select Criteria for Report screen a third button labeled Generate MailMerge will appear This button will generate the report using the mail merge template that was uploaded and merge it with the data that was queried for in Interfase Select Criteria for Report Engineering Students Database from which to Add Report Criteria Student v Es The report will now be able to be generated in Excel and in Word using the Mail Merge document Enter criteria to add Field Name GE J Report Criteria Added And Or Field Comparator Value s Action Majors in Engineering Remove Generate Excel Generate MailMerge Manage MailMerge Template Cl Save changes to report query Engineering Students Interfase User s Manual Page 167 of 271 MASS EMAIL Through Mass Emailing an administrator can query for a list of email addresses and send out a custom email to that group The emails are sent out individually to each recipient each recipient s email address is the only one displayed in the To field This function can also create observation records if desired STEP ONE Select New Mass Email from the Reports menu Tools gt Reports gt Mass Email gt New Mass Email Al Home 2 My Profile EI Databases T Tools 7 Hel
100. to save the 104 Reporter KPMG Palmyra PA 03 02 2007 ch Active POA search criteria ose Ste Online Sales Victoria Victoria TX 03 15 2007 Request Active POA Manager Advocate Period Closed 108 Program Camp Hill Country of 03 01 2007 Sign up Active POA Director Courageous Texas Closed When Admins or Employers view the Schedules list they will be able to see how far along the picks are These flags will only show for Preselect or Preselect Continuous Schedules during the preselection period The progress is divided up among 1 Picks Not Started Shown ona Preselect or Preselect Continuous when the employer admin has not yet begun making picks 2 Picks Started Not Complete Shown when employers admins have begun picks but not completed them on a Preselect or Preselect Continuous schedule 3 Picks Submitted Shown when employers admins have submitted final picks This applies only to Preselect schedules not Preselect Continuous schedules Interfase User s Manual Page 66 of 271 SCHEDULE PROFILE Access an existing Schedule Profile by clicking on the Schedule ID in the search results page Schedule Profile Yiewing Schedule 4 Retail Management Trainee Copy Schedule View Activity Delete Posting Information Schedule ID 4 Job Title Retail Management Trainee Posting Information Organization Name Patty s Boutique Linked To amp Patty Sampson Notes Linked To Jobs Job Location Austin Texas N
101. what you want to change In our case job statuses Mass Change Mass Change Mass change Schedule Soe Schedule Waitlist Schedule RSVP Database Oo Change E Under Mass Change Query Type select JOB Under Database of Change select JOB Under Field to Change select STATUS Employer Contact Employer l cence Under From select ACTIVE From Gerd Under To select INACTIVE Click CONTINUE TO CRITERIA Inactive Delete a we To pending Active a Be Delete Continue to Criteria STEP THREE Now you query the data The easiest way is to use Employer ID or something exact Select Criteria for Mass Change Database from which to Add Mass Change Criteria Job v Choose EMPLOYER here Enter criteria to add Employer Contact Employer Field Name Mass Change Criteria Added Select Criteria for Mass Change Choose EMPLOYER ID 49 here Database from which to Add Mass Change Criteria Employer v Click ADD CRITERIA Enter criteria to add Teie Comparator Valua You may choose to add any other And Employer 1D z gd S Mass Change Criteria Added Comparator value s Click MASS CHANGE when done Employer ID 49 Interfase User s Manual Page 179 of 271 STEP FOUR Now you will get the Confirmation page and prompt You may wish to exclude some of the Exclude Job ID e S 3423 jobs by checking them 1 Click CONTINUE
102. will be able to signup STEP EIGHT Create the Interview Session The Interview Session is where the date room and interview timeslots are stored A Schedule can have more than one Interview Session or can share an Interview Session NOTE Ifthe employer Patty s Boutique had multiple recruiters coming to interview for this position you would add an interview session for each room Simply repeat STEP EIGHT for each Interview Session that needs to be created a Click Add Session to begin Session Interview Interview Interview Session ID Date Location Room Recruiter Information Status Delete Selected Sessions b Complete the Session Information section Interview Date Status etc Add Session Options Please select how you wish to add a new session to this schedule BA H Create New Session s Choose Create New O Link To Existing Session Session Sa x Interview Date Es Setup the Rooms EECHER a Database and you can choose Interview Room E Un assigned aroom The Rooms Database Interview Location ue army Interviewing Room tracks which rooms are in use Session Information Bring your official transcript LO Status Active vi c Complete the Timeslot information There are two different options you can follow to create the Timeslots for an Interview Session Option 1 Configure timeslots without a template Option 2 Configure timeslots with an existing template Recommended Option
103. with this site before click the Click Here to Register link below to create a new account Using a PC We recommend Internet Explorer version 6 0 or higher If you need to upgrade or Using a Mac We recommend Safari version 1 2 or higher If you need to upgrade or install your It is highly recommended that you bookmark your Employer Login page CSO Interfase EMPLOYER SELF REGISTRATION New users must click the Click here to Register link to create a new account For further assistance please contact our office at xxx NNN NNN User Name Password pm C ick here to register Forgot your password When a new contact registers the first step is to search the database of employers to see if their employer is already registered with you As letters are typed the system will search for the words and display a list of matching organizations If the company name does not exist the new contact can click on the Can t Find Your Organization to register the employer information as well as their contact information Find Your Organization bank Records found 5 Cant Find Your Organization C Bankers Life amp Casualty C Federal Reserve Bank of St Louis C Firstar Mercantile Bank NA C Mark Twain Bank C Union Planters Bank Human Resources EXAMPLE 1 EMPLOYER CAN T FIND YOUR ORGANIZATION In this first example we will take you through the screens an em
104. 16 2003 10 37 57 AM Modified 8 6 2004 2 25 39 PM Qualifiers Notes Complete Profile This field is a system managed field When a student submits their registration this field is automatically undated from No to Yes Paid Fees Fall 2004 Paid Fees Fall 2005 Paid Fees Spring 2004 Interfase User s Manual Page 21 of 271 STUDENT DOCUMENTS Interfase provides the capability of attaching multiple documents to the student record These documents are generally resumes cover letters and so on To access a student s documents click the View Documents link in the student profile Home 2 My Profile Databases Tools Help Sign Out Student Search gt Student Profile Viewing student Susan Chen Liter Documents Siow Activity Delete Personal Information Edit Record ID 3 First Name Susan Middle Name Last Name Chen All documents are organized into two main categories Employment Related and Non Employment Related L i Home My Profile Databases Il Tools Help 4 Sign Out Student Search gt Student Profile gt Document Management lt a ok Documents for Susan Chen Es Use the cookie crumb trail to back track to a previous page To go back to the l student s profile click Student Profile F Employment Related Categories E EMPLOYMENT RELATED CATEGORIES Cover Letters Upload File The file uploaded must be Document Date Submitted Action in Microsoft Wor
105. 23 Penny Lane Austin TA 78745 USA 512 554 45695 jean csoresearch com Demographic Information Classification Applicant Type Graduation Month Graduation Year Overall GPA Major GPA Hours Degree Majors click Add Achievements Citizenship Junior Co op Intern Full time Part time Work Study May 2008 3 5000 Bachelor s Accounting Basket Weaving Management Information Systems US Citizen Computer Skills Database MS Access Database Oracle Database SQL Server Software Packages MS Software Packages MS Office PowerPoint Software Packages MS Software Packages MS Outlook Word Language Skills American Sign Arabic Armenian Spanish Serbian Additional Skills Accounting Bookkeeping Analytical Problem Solving Arbitrating Mediating Resolving Conflicts Assessing Priorities Time Management Athletics Coaching Communication Establishing Counseling Advising Procedures Rules Cross Cultural Competence Event Program Planning Customer Service Inventive Managing People Media Skills Video amp Film Data Interpretation Decision making Dependable Es To view this student s DEFAULT resume click View Resume BA Es STUDENT PROFILE FIELDS During the setup of your system you will decide which student fields are viewable to employers For example it is possible to have fields only viewable to students and administrator A
106. 427 s You can see that Quick Assign to Record this Job is currently linked to employer 427 Organization Name Geh i To link to the other employer record click Employer ID Organization Name Location Action Link next to 846 427 KPMG LLP Austin TX Link i 846 KPMG Austin TX Link Close Window Now go to the Contact tab search for Patti Perkins and click Link next to her name Be Link Microsoft Internet Explorer Editing Job record 1266 bntact Eee MEN E Currently Linked To Quick Assign to Record Search Criteria First Name patti Last Name Record ID Organization Name WET Action 884 KPMG Patti Perkins Link s Click Link STEP FOUR Now you will be back in the Job profile and it will be linked to the appropriate employer and contact records IMPORTANT NOTE To verify that all activity has been moved properly and to delete the duplicate KPMG LLC and Patti Perkins records you should now search your Employer database Go to Databases gt Employers gt Search menu Search Results 2 employers Change Criteria Save Search Employer Organization Employer Employer Name Location City State Category Status Contacts Jobs Schedules Events Activity Se Accounting Active 0 AUSTIN A Austin Tx Accounting Active 1 Click on the Employer s name then click the Delete link at the top of the employer s profile Interfase User s Manual Pa
107. 5 1 2007 Employment End Date Supervisor Job Description consult Application Instructions Preselections Due Date 04 15 2007 Current Signup Method Request Period Open Date Time of Employer f Information Session 4 13 2007 6 00 PM STEP THREE Click the Mass Email button located at the bottom of the page All students listed are automatically included in the recipient list Information Session Date Time of Employer f Information 04 13 2007 6 00 PM Session Location Greenberg Hall in the Alumni Center Description This information session will give you a chance to meet with KPMG and its recruiters Appetizers and beverages will be provided Please bring several copies of your resume RS P Limit RS P List User Name i Last Name katrina csoresearch com Remove send an email to the students Chen Susan katrina csoresearch com Remove rsvp d to this information session jroberts csosupport gqmail com Remove Smith Natasha 4 i email demo com Remove Smith Stephanie 5 Stephanie i email demo com Remove Once you click the Mass Email Smith Traci 14 Traci i email demo com Remove button you will be able to exclude recipients type your email message and add additional email packet to O self O employer O employer amp self none g eee STEPS FOUR SEVEN Refer to steps 4 7 in the MASS EMAIL section of this User s Manual Interfase User s Manual Page 175 of 271 SCHEDULE WAITING LIST MASS EMAIL An admi
108. 7 9 25 Logged In Evan Robert Contacti logged in VWAO2007 10 25 Logged In Gina Flores Contact 63 logged in 17102007 13 29 Logged In stacey Preis Contact 14 logged in 11172007 9 42 Logged In Thomas Harris Contact logged in 17112007 13 35 Logged In Eric Maranjo Contact e40 logged in 171942007 15 16 Logged In Greg Spears Contacti logged in 1 25 4007 9 30 Logged In scott jones Contacti lagged in 1729 2007 14 11 Logged In Glen Abbott Contact 159 lagged in AT OU 10 19 Logged In Interfase User s Manual Page 156 of 271 Some columns have been deleted to show this screenshot DELETE LOG The Delete Log function allows administrators to search and view logged information about the deletion of main records Each main record that is deleted in Interfase is logged in the Delete Log It logs the record ID and a main piece of information about the record that was deleted It also logs the date the record was deleted the administrator that deleted the record and the counts of any linked records that were deleted along with the main record To access the Delete Log 1 Go to Tools gt Activity Log and select the Delete Log tab Enter a Start Date and or End Date if necessary and click Generate Log 3 An Excel file is created with the requested delete log entries that you can download and use in other applications Delete Log EE oa Delete Log E Only Administrators sato 1 can delete records TT pg Opens in
109. ACEMENTS If the Report A Hire function is activated in your system then you may be allowing Employer Contacts Students and or Faculty to create Placement records As these are created they will appear in the administrator s Pending bin for administrator approval NOTE You can choose not to approve each Placement record however there will be a greater risk of duplicate placements in your system The Pending bin can be accessed from the Administrator Home Page Students Jobs Mentors Contacts Schedules KE E Io o bp ks Placements Event Registrations Part Time Job Fair Gustin Career Fair IP e Irs Spring Career Fair Placement Pending List Pending Placements 14 placements Created Student Employer Job Title d Status Sarah Student 2 28 2007 Jones Created Lynn Student Berger Created Employer Created E Employer Change the Created Status to Active and Student the placement will Created GER disappear from this Ss student Pending bin INROADS Aministrator 1 31 2007 EE g Student Created Student Created Student Created Student Created Victoria Advocate Accountant 3 9 2007 2202007 Management Trainee 3 9 2007 EXECUTIVE ASSISTANT TO 2 28 2007 The Knot Inc THE CEO LA 3 28 2007 Carolyn Wiatlow Electric 2 28 2007 Dy Mfg Company Sales amp Marketing Analyst 3 28 2007 EXECUTIVE ASSISTANT TO 1 24 2007 Ann Jones The Knot Inc THE CEO NY 1 31 2007
110. Buchmann Student Resume Review Iew Remove 6 10 2004 12 00 4M Office Visit John Smith Student Job Counseling C view Remove o 19 2004 12 00 AM Counseling Career John Smith Student Career Counseling View Remove 1 Observation Note Profile Printable Observation Copy Observation G os E When viewing an Observation note click the Printable Observation Administrator amp Sally Ryan link to view the Observation in printable format Student amp Lynn Berger Employer es Contact Job Schedule Faculty Mentor Click the Copy Observation link to create a copy of the observation Information Edit Submit Date 02 21 2007 1 32 PM Subject Resume Review Followup Date 03 05 2007 Followup Required Yes Notes Lynn dropped by during resume drop hours I sat down with her and made several recommendations I m going to follow up with her on 3 5 Private Type Status Student Resume Review Created 02 21 2007 1 35 PM Modified 02 27 2007 2 19 PM NOTES Interfase User s Manual Page 147 of 271 CREATING AN OBSERVATION NOTE STEP ONE To create a new observation note click the Add New Observation link mmm Add New Observation DI view All Submit Date Subject Administrator Status Action 10 1 2004 3 19 PM Student Job Search John Smith Student Job Search View Remove 9 12 2004 1 00 PM Resume Review kim Buchmann Student Resume Review View Remove 6 10 2004 12 00 4M Office Visit
111. CAREER EVENTS DEE tee eege Ee 40 CAREER EVENT SEARCH Elle gel TEE 40 CAREER EVENT PROFILE es eege ee 41 ADDING MATERIAL EE 43 Interfase User s Manual Page 3 of 271 ADDING FEES TO ANEVEN EE 44 MANAGING EMPLOYER EEN ee Ee 45 EVENT EMPLOYER REGIS LRA NET 46 EVENT EMPLOYER REGISTRATION ADDING ATTENDING RECRUITERS eect 47 EVENT EMPLOYER REGISTRATION SELECTING FEES AE 4 EVENT EMPLOYER REGISTRATION PAYMENT 00 cececccecsececcerseeeeseeeeseeeeseeeesecesecesersesersaneeeetan 48 ACCESSING PENDING EVENT EMPLOYER REGISTRATIONS 1 0 0 ccecceececeereeeeeeeeeteeeeseeeeeeretens 49 APPROVING PENDING EVENT EMPLOYER REGISTRATIONS 1 00 cccecceececeereeseeceersieesieereeiretiees 50 CREATING A NEW CAREER EVENT eet eatdeg eege GEESS EENS 50 CAREER EVENT CREDIT CARD PROCESSING EE 51 EMPLOYER lt CAREER A EE 57 EMPLOYER REGISTERING FOR AN EVENT E 08 STUDENT GAREER EVEN WEE 61 SCHEDULES DATABASE ondro a hes alia eels 65 TYPES OP INTER VIBVY SCHEDULE EE 65 SCHEDULES SEARCH AND SEARCH RESUL TS 66 SCHEDULE PROPLUL E lt 5 barehiantoiwarakantnaiaeteariaeaaninanGeel canine aa teen 67 CREA ING EE EE ET 68 CREATING AN e Ee ul EK 69 OPEN SCHEDULES MANAGING THE WAITING UE 16 CREATING er Pee Ee ERUN L CREATING A PRESELECT CONTINUOUS SCHEDUIE AA 84 CREATING COMBINED SCHEDULE secerneren n aatiaaethaner been 91 PRESELECT SCHEDULES MANAGING PRESELECT ACTIVITY aseeseen 92 ACCESSING EK TR EE e E RTE 94 APPROVING TREIE Ee ET 95 SCHEDULE e IR
112. Care Guidance v j Employer Active Inactive Pending Majors D Employer Search Results Search Results 816 employers hang Criteria Save Search E Employer Organization Employer The under ID Name Location City State Employer Category SLCC ee GOSS KOAA the Contacts Jobs 5 S ll St Louis MO Retail Sales E Commerce Active 2 A 18 A8 1 pposland Schedules columns is a quick link 6 Austin ISD Austin TX Austin TX Education Day Care Guidance Active 1 10 0 2 PROA a add a new contact Southwest Fi Wisconsin WI Education Day Care Guidance Active rae amo ee 1 PROA job and schedule to Tech College this employer 8 at ilar 4rchitecture Construction Engineering Active 1 0 1 0 PROA 9 Rite Way to Anywhere Kansas City MO Service Firms Active 1 0 0 0 PROA Interfase User s Manual Page 25 of 271 EMPLOYER PROFILE Access an employer s profile by clicking on the Employer ID or Organization Name in the search results page Employer Profile Home My Profile E Databases Mf Tools Help Sign Out Yiewing Employer Patty s Boutique View Activity Delete Employer Information Notes Employer Information Employer ID 3 Organization Name Patty s Boutique test Location Headquarters Website www pattysboutique com Employer Category Retail Sales E Commerce Address Line 1 123 First Street Address
113. Classification in alum CRITERIA button for Masters EA Specialist each criteria selected A v Each criteria selected Student Mass Email Criteria Added will then appear under Field Comparator Value s Action the Student Mass Classification in Senior Remove Email Criteria Added Interfase User s Manual Page 168 of 271 STEP FOUR Review List for Mass Email Re Review List for Student Mass Email Count 8 Exclude Record ID Email address First Name Last Name E If you wish to exclude a katrinag esoresearch com Lynn Berger recipient from the list simply check the box next to their name jean csoresearch caom Anthony Powell jean csoresearch cam Kathy Marrs jean csoresearch com Sandra Norman Click the CONTINUE button to proceed ronnie csoresearch com Sarah Holdeman jean csoresearch com Jean Student katrina csoresearch com Christmas Carole bye ee ie o jean csoresearch com student testzzz 1 STEP FIVE Confirm Selection The administrator is alerted to the number of selected recipients of this mass email Click the Proceed button to continue Confirm Selection Please confirm that you have selected records for Student Mass Email If the selected Items are correct click Proceed Otherwise click Cancel for further review STEP SIX Create Email There are two options sending a mass email without creating Observation records and with creating Observation records O
114. Current Schedule Organization Interview Signup ID Job Title Name Job Location Date Method Status Activity 110 Consultant KPMG Boston MA 04 25 2007 Request Active POA Il 04 26 2007 Period Open 109 Electrical KPMG Atlanta GA 04 25 2007 Sign up Active POA Engineer Open 114 Auditor KPMG Elizabethtown 04 25 2007 Request Active POA PA Period Open STEP THREE Click on Information Session s Date Time link Posting Information Schedule ID 110 Job Title Consultant II Organization Name KPMG Linked To amp Patti Perkins Linked To Jobs Job Location Boston MA Number of Openings Work Schedule Monday Friday 9 Spm Hours Per Week 50 70 Wage Salary 100 000 Employment Start Date 5 1 2007 Employment End Date Supervisor Job Description consult Application Instructions Preselections Due Date 04 15 2007 Current Signup Method Request Period Open Date Time of Employer i Information Session 4 13 2007 6 00 PM Interfase User s Manual Page 201 of 271 STEP FOUR Decide whether or not to email this packet and to whom Then click the Create Packet button Information Session Edit Date Time of Employer Information Session Location Greenberg Hall in the Alumni Center Description This information session will give you a chance to meet with KPMG and its recruiters Appetizers and beverages will be provided 04 13 2007 6 00 PM Please bring several copies of your resume RS P Limit RS P List User N
115. D Es Job Search Post Date e a as Job Location Hotke Expiration Date EI First Name seg y Last Name Applicant Type Co op Intern Closed By Employer Full time Part time Delete E Work Study Inactive Organization Name Status active gt lt Position Type Co op Full time Entry Level Full time Experienced Internship Job Category account Management Planning Accounting Accounting Auditing Actuarial K iis Majors click Add Classification AJumni Freshman Sophomore Junior w e Qualifiers Job Reference Num Wage Salary Job Search Results Va Search Results 9 jobs Change Criteria Save Search D Organization Position Expiration l Job Title Name Applicant Type Type Job Category Location Post Date Date PREVIEW Ifa al Small Business Patty s Boutigue Alumni Full Full Time Marketing Austin TX 5 1 2004 12 30 2004 Active PROA Group Accountant time Part time Part Time letter under the 2 Science Teacher Austin ISD Alumni Full Full Time Education Austin 5 12 2004 2 1 2005 Active PROA activity column is in time Part time Texas bold the record 3 Guest Service Manager Savvis Center Alumni Full Part Time Hotel Restaurant 10 10 2004 2 1 2005 Active PROA time Part time has at least one activity record associated with it Interfase User s Manual Page 36 of 271
116. Description Amount Quantity Total Fees 0 00 Make the fee selections Click the Save button when you are done Attendance Fees Select an attendance fee by clicking on the check box Quantity Fees Enter an amount in the box next to the fee description Item Fees Select an item fee by clicking on the check box Attendance Fees Fee Waived 175 00 Es Only administrators RS e will be able to waive fees If you would like to waive a fee click the box under the Waived column Single Booth Registration 4 amp Single Booth Registration fee includes an x 10 exhibit area 1 table 2 chairs and lunch for two recruiters Double Booth Registration A Double Booth Registration fee includes an amp x 20 exhibit area 2 tables 4 chairs and lunch for four recruiters Quantity Fees Title Fee Waived Additional Lunches 15 00 E 175 00 BR Fee Waived 25 00 O Electrical Request I would like to request electricity in my booth for an additional 25 00 fee Interfase User s Manual Page 47 of 271 EVENT EMPLOYER REGISTRATION PAYMENT To manage the payment for an Employer registration click the Edit link in the Payment section of the Event Employer Registration Profile Payment Adjustment Amount 0 00 Adjustment Description Amount Paid 50 00 Amount Due 345 00 PO Number Pay Status Paid Payment Information Payment Date email document to O self O employer employer amp self
117. EWED JOBS Download Audit Logs User Source Cl Admins Action Performed Action Target Created a Mentors a M Students E C Employers Edited Schedules a Deleted v Referrals v C Mentors Start Date 01 01 2007 12 01 ANM SS SN Betiege Log Leezer Opens in Excel NOTES S some columns source_student_username source_student_name target_job_id activity_description activity_date_time activity_type have been csostudent Lynn Berger 1154 Job 1154 viewed by Student 2 1 5 2007 16 10 Viewed gewaters Grace Waters 1154 Job 1154 viewed by Student 1003 1 11 2007 9 28 Viewed deleted to show camille camille house 921 Job 921 viewed by Student 1114 1 29 2007 14 54 Viewed thi h d Shiloh Shiloh Baker 921 Job 921 viewed by Student 1028 2 15 2007 13 16 Viewed IS SCreensnol Smith Amy Amy Smith 921 Job 921 viewed by Student 3 2 21 2007 12 42 Viewed Interfase User s Manual Page 155 of 271 EXAMPLE 2 EMPLOYERS LOGGED IN Download Audit Logs User Source Cl Admins Cl Students Employers Cl Mentors Action Performed Action Target Admins A q Students Document Uploaded Employers Employer Site Viewed v Contacts Start Date 91 01 2007 12 01 AM Opens in Excel NOTES 11 Abbott Glen _Retrieve Log Reset activity date time activity type Patti Perkins Contactiae4 logged in 12007 15 00 Logged Ini stephen McHaney Contacti logged in 110200
118. Event Registrations Part Time Job Fair Spring Career Fair Contact Last Name IO Im ob ID Last Viewed Student Schedule ID Are you going to review and approve student registrations QUICK SEARCH The Quick Search allows you to search by fields from the Home page For example if you have a student on the phone you can quickly search by their first and or last name to view their profile However if you need to search by a different field for example Student Username then you will need to go to Databases gt Students gt Search H Pending Students Jobs Mentors Contacts Schedules Placements Event Registrations Part Time Job Fair Spring Career Fair Last Viewed Student E jon Io kat K I Im Quick Search Student First Name Student Last Name Organization Mame Contact First Name contact Last Name Job ID Schedule ID Interfase User s Manual Page 14 of 271 LAST VIEWED The Last Viewed section allows you to quickly go back to profiles that you have viewed The Last Viewed section will vary with each Administrator By default this section will show you the last 10 profiles you viewed from each database listed gt Last Viewed Schedule ID i Student Employer Calendar Schedule Calendar Contact Job Calendar February 2007 Edit Month View Schedule LEE SE Quick Links 25 A EEN GE gt Last View
119. Excel oo DeleteDate Description 2 Jul 132006 3 26PM Single Career Fair Deleted Fair 16 by AdminiJean McCoy Links deleted fair registrations 0 dropped resumes 0 rsvps 0 Aug 4 2006 11 32AM Single Job Deleted 2 by Admin Sally Ryan Links deleted referrals 31 placements observations audits 1 Aug 42006 12 07PM Single Schedule Deleted 47 by AdminfSally Ryan Links deleted sessions 0 schedule rsvps 0 schedule preselects U schedule interview 5 Aug 42006 12 09PM Single Student Deleted Kenmar Smith by AdrninfSally Ryan Links deleted documents 1 audits O referrals 39 placements 0 sched E Aug 42006 12 12PM Single Student Deleted Jameson Anderson by AdrinfSally Ryan Links deleted docurnents 0 audits O referrals 0 placements 0 scH 7 Oct 102006 9 444M Single Mentor Deleted Donald Trump by AdminfSally Ryan Links deleted mentor contacts 4 audits 1 8 Oct 122006 9 42AM Single Mentor Deleted Marsha Fields by Admin Sally Ryan Links deleted mentor contacts O audits 0 9 Oct 25 2006 10 034M Single Schedule Deleted 80 by Admin Sally Ryan Links deleted sessions 0 schedule rsvos 0 schedule preselects 0 schedule interview 10 Noe 21 2006 10 574M Single Employer Deleted CSO Research by Admin Sally Ryan Links deleted contacts D jobs 0 schedules 0 sessions 0 schedule rs 11 Nov 21 2006 11 00AM Single Contact Deleted Yasmin Chittakhome by Admin Sally Ryan Li
120. IVITY RECORDS A 127 ACCESSING A JOB S ACTIVITY REGORDS E 128 ACCESSING A SCHEDULES AC TIVITY GE 129 ACCESSING A MENTOR SAG H GE 130 ACCESSING A FACULTY S ACTV TY EE 131 VIEWING AND CREATING REFERRAL EE 132 VIEWING CIR ER EE E UE calindeadantunousathanianabtaiguaunte dentenndeatadadanote 135 APPROVING PENDING PLACEMEN EE 139 VIEWING AND CREATING OBSERVATION NOTER 147 VIEWING AND CREATING AUDIT S EE 149 VIEWING MENTORS CONTACTED BY GIUDENTS cceccceececceeeceeeceeeeceeecesecesesesersesersaseesatertas 150 LINKING ACTIVITY RECORDS ere ee EE 151 UNCINKING AC HA UR el RTR 152 TOOLS OVERVIEW EE 153 ENEE 154 POD UO G RIS VOR EE 154 Ps ROI cae 157 EMAILE E 158 EE EE e 159 REPORT SEARCH and SEARCH RESULTS 0 c cc cccceeteeeeerseeeeseeeseeeseeesaeeesecesesesesesesesaeereas 159 REPORT SEAR Cri GC SC HN EI EE 160 CREATING ANEW IN TEE 161 CREATING A NEW REPORT EXAMPLE MI 163 CREATING A MAIL MERGE DOCUMEN RRE 166 UPLOADING A MAIL MERGE DOCUMENT INTO INTERFASE nssisisissssssseeeererersrresrsrerrirrsrererennn 167 MASS EMAIL eege Eeer 168 STUDENT MASS EMAIL auvsestuuntactvmnterscattsmatunelh ities Zegbegendensbierereg getest ebeeeen 171 JOB REFERRAL MASS EMAIL rocr a E 172 SCHEDULE INTERVIEW SESSION MASS EMAIL A 173 SCHEDULE PRESELECT ACTIVITY MASS EMAIL 174 SCHEDULE INFORMATION SESSION MASS EMAIL 0 0 eee cececceeeeeeeeeeeeeeeseeeseeeeseersieeeseeeeean 175 SCHEDULE WAITING LIST MASS EMAIL EEN 176 CAREER EVENT STUDENT R
121. Interview ID Job Title me Job Location Date Status Activity 110 Consultant KPMG Boston MA 04 25 2007 Request Active POA U 04 26 2007 Period Open 109 Electrical KPMG Atlanta GA 04 25 2007 Sign up Active POA Engineer Open 114 Auditor KPMG Elizabethtown 04 25 2007 Request Active POA D Period Open scroll down to the bottom Click on Manage List in the Preselect Activity section Posting Information Schedule ID 110 Job Tithe Consultant II Organization Name KPMG Linked To Patt Perkins Preselect Activity Manage List le J Students on List 7 STEP THREE Here you will see the Mass Email To button You must first select which group of students you wish to mass email then click the Mass Email To button Yiewing Schedule 110 Consultant II Manage Preselect Activity Preselects picks have been submitted for this schedule Submitted Change User Name irst Name Last Name Status Documents Documents Action best j Best Accepted Remove jroberts Roberts Accepted D Remove csostudent Berger Accepted Remove Smith Natasha 4 Smith Accepted Remove Smith Stephanie 5 Smith Accepted Remove Click the MASS EMAIL button Chen Susan Susan Accepted Remove to send an email to this group of Smith Traci_14 Traci i Accepted Remove students Be a a a T a non email packet to O saf Oamolgouear O emnio Create Packet Mass Email To Accepted Once you click the Mass Email button you will be able to exclu
122. John Smith Student Job Counseling View Remove o 19 2004 12 00 AM Counseling Career John Smith Student Career Counseling View Remove 1 STEP TWO Fill in the details Click the Save button Administrator Sally Ryan Student Lynn Berger Employer pe E You will not be able to link this observation record to other databases e til aft it schedule until after you save it Faculty Mentor Information subject TT fe Assigning a Followup Date and Followup Date NNN choosing Yes for Follow up Required will Followup Required add this observation to the Admin s calendar If Followup is required there will be a flag added to the calendar next to the observation Notes E PRIVATE TYPE allows you to determine which Administrator groups can view this Observation Note Leaving the Private Type field blank allows the observation to be viewed by all administrators Status ee STATUS the general reason why this note was created NOTE After an Observation Note is created and saved it can be linked to other databases For example you may have a Student Worker entering counseling Observation Notes but then relinking those to appropriate Administrator Interfase User s Manual Page 148 of 271 VIEWING AND CREATING AUDITS The audit log provides a historical track record of what has been done in your system It captures information about activity in Interfase that is not captured by other means For instanc
123. KO Jones Donald 109 Donald Alum December 2007 Melissa Swan email packet to self O employer O employer amp self none Create Packets Interfase User s Manual Page 190 of 271 STEP THREE Under Email Packet To choose Employer amp Self Then click the Create Packets button email packet ta O self O employer employer amp self none E ee EE Choose EMPLOYER amp SELF both you and the employer will receive this packet via email Choose NONE this packet will not be emailed It will open in the next steps STEP FOUR Under Generate Referral choose Employer or Job This will create a referral record for each student in this resume packet The referral with also be linked to the Employer and or Job we choose in STEP FIVE For our example the employer does NOT have a job in the system so we will choose Employer Referral Links Search Mone Choose JOB if the employer has a job in the system Choose EMPLOYER if the employer does NOT have a job in the system Now we can fill out the details of the Referral records that will be created Click Continue when done Referral Links Search Generate Referral Employer ze Referral Default Values Referral Method Referral T pe administrator Referral REFERRAL NOTES by Notes Jason Lanham with CSO Research called default referral notes are onl because he wanted our office to send Ss y him some student resumes He would lik
124. LS Currently Linked To Quick Assign to Record Search Criteria First Name Jill Last Name Smith Record ID First Name Last Name E In this example Jill Smith is in 20 Jill Smith our system We can click Link to link this placement record to Jill Smith Interfase User s Manual Page 142 of 271 If the student was located then you will have an option to copy information from the Student s profile to the Intern Coop Information section of this placement record Microsoft Internet Explorer P Would you like to copy data From Student to Intern Coop Information i Cancel Placement Profile Intern Coop Information section Placement Information Edit Job Title EXECUTIVE ASSISTANT TO THE CEO LA Department Start Date 03 28 2007 End Date Position Type Full time Experienced Salary 50 00 Pay per Period Hourly 40 Hour i Intern Coop Information Edit Graduation Month December Graduation Year 2007 The following fields will copy cee from the student s profile into Majors Accounting Score the Placement record when Work Term Number the student is linked to it Course Section Credits Grad Month Enrolled Date Paid Fee Date E Grad Year Followup Date m Major s Semester Year Student Eval Employer Eval STEP TWO If the student was not located then you may wish to create a Student record Click Create Student in the Repor
125. Line 2 Suite 200 City Austin State Tx Zip 78752 Phone 555 122 4566 Fax 555 786 8896 Profile Patty s Boutique is our original store where you will find unique and fun contemporary and young designer collections ranging from dressy tops and dresses to casual pants t shirts and sweaters On line Application Address www pattysboutique com onlineapp html Majors International Business Marketing E The Online Application Address field appears on all jobs in the Position Information section Include in Employer Directory Employer Status Active Created 02 08 2005 10 37 AM Modified 11 02 2005 11 33 4M Yes Qualifiers Notes Qualifiers Fortune 500 Company Edit What is the Employer Directory The Employer Directory is a listing of employers ones that have opted to be included and have an active status that is available to students gt DG What information is available to students in the Employer Directory By default the Employer Directory includes the following sections e Details includes Location Website Online Application Address Employer Category and Majors e Address Information includes Address City State Zip Phone and Fax e Openings includes the number of jobs and schedules that the employer currently has posted and the events that the employer is registered to attend e Contacts lists the contacts that have selected to allow student viewing
126. Links section Quick Links i Pe epart a Hire My Task List Saved Searches Report a Hire The Report a Hire function is meant to allow employers to report to your office that they hired a student This function is turned on by default There are three steps to the process STEP ONE SEARCH FOR THE STUDENT THEN SELECT THE STUDENT Who did you hire Enter information for the applicable student and click Search to locate the student Once you have completed a search locate the applicable student and click Select Student next to it If the student is not listed here use the link the appears below to manually enter student information Search Students First Name lynn Last Name ber If the results did not return the student you hired click here to enter student information First Name Last Name Email Action Lynn Berger jean csoresearch com Select Student 1 STEP TWO SELECT THE POSITION THAT WAS FILLED If the results did not return the position that was filled click here to enter position information My Jobs list all jobs in the system for your account If the placement you are reporting is for one of these jobs click Select Job next to the applicable ob If the job is not listed here use the link above to manually enter position information Your Jobs Job ID Job Title Applicant Type Action 1154 Accountant Select Job 1164 Credit Analyst Full time P art time Select Job STEP THREE FILL IN DETAIL
127. Lynn Berger Janet EXECUTIVE ASSISTANT TO Jones The Knot Inc THE CEO NY race Waters 1 24 2007 1 10 2007 21 200 1 10 2007 Target Stores Sales clerk 1 10 2007 1 10 2007 john doe Victoria Advocate Experienced Reporter 2 1 2007 1 10 2007 Ge CSO Research Inc Supermodel 1 10 2007 12 An Administrator will notice that there may be some placements without a Student or Employer name filled in In these cases the person that created the Placement was either unable to locate that link or did not search to locate that link An Administrator will be able to link this placement to the desired Student or Employer if it is currently not linked Also if the Student Employer or Job are not in the system there are quick links within the Placement form to facilitate the process of creating these records NOTES Interfase User s Manual Page 139 of 271 Approving Pending Placements To approve a placement simply update the status to Active IMPORTANT NOTE The Placement profile and Report a Hire function is configured differently within each Interfase system It is important to contact Support to setup these functions properly in your system Approving Pending Placements Employer not linked Pending Placements 14 placements Created Student Employer Job Title Status Lynn Student 2282007 Berger lt gt Management Trainee 3fo 2007 roed View Placement Profile z J E Organization Name es Job es S
128. N 1 SELF If you selected to email the packet to self then the email window will load You can edit this email before you send it to yourself EMAIL OPTION 2 EMPLOYER or EMPLOYER A SELF If you selected to email the packet to employer or employer amp self then you will need to select the employer contact that should receive this email Employers to Email Packet Organization Name LastName FirstName Username Email Action KPMG Perkins Patti patti jean csoresearch com Select 1 The email window will now load You can edit this email before you send it to the employer and self if selected Packet Settings Microsoft Internet Explorer pEr Additional e mail addresses may be manually added in the TO field Use a comma to separate each address To jean csoresearch com katrina csoresearcl From Subject CSO University Here is the requested resur Below you will find a link to the resume packet you requested Please click the link to see the resumes for those students that have signed up for this interview session P op a Le EMAIL OPTION 3 NONE If you selected to email the packet to none then the resume packet will load in another window this packet will NOT be emailed Interfase User s Manual Page 204 of 271 CAREER EVENT DROPPED RESUMES PACKET A Career Event Dropped Resumes Packet contains a cover page and all student documents that were submitted
129. NDING BIN EE 14 BE EE re Pee een ee eer ee ee ee ee eee 14 Brent KEE 15 BU REI TEE 15 E RE 16 CREATING A PERSONAL EVENT ON THE CALENDAR s ssssssseessssssesrsrersrsrrssesrsrsrsrenenrsrsrsrnrsrnreenees 16 Nr PAE MMI FPR ONES eet 17 CREA TINGA NEW ADMINIS TRATOR siriene ioniseren ioia ae 17 DATABASES OVERVIEW EE 18 DATABASES HOTKEYS QUICK REFERENCE GHEET 18 STUDENTS WE TE 19 STUDENT SEARCH BIREN 19 STUDENT PRORIL E asi scsraisanssiereeteunsssaanenscuaiauniaabentdeiAoacnnsnecumedianeagtavesnige Ei EO A 20 STUDEN EDOCUMENT S saririsa a E 22 ACCESSING PENDING STUDENT RECORDS E 23 APPROVING PENDING STUDENT RECORDS acetic irate e eae 24 CREATING ANEW STUDENT ER KE 24 SON BEA ENEE 25 EMPLOYER SEARCH aNd lee 25 BM VS Ties es ORLE sena a 26 CREATINGA NEW EMPLOYER RECORD E 27 ENEE DEE 28 CONTACTS SEARCH and SEARCH RESULTS siitessisassnassetnaeatatinuncatiniadnaansaaaenemnaannts 28 CONTAC TPRORILE E 29 ACCESSING PENDING EMPLOYER CONTACT RECORDS 30 APPROVING PENDING EMPLOYER CONTACT RECORDS sssssssssessesesisrrrsrsrsrenesrsrsrnrrrerenrsrnrnnrnns 31 RE LINKING CONTACTS WITH A DUPLICATE EMDLOYER A 31 RE LINKING JOBS WITH A DUPLICATE EMPLOYER ce ceccceeeceeeseeeeeeeeeseeeeseeeseseesieeesieeeseeetan 33 BOS EE Re RER E RE 35 JOBS DATABAS E 36 JOBS SEARCH and SEARCH ARE OWL E 36 JOB PROFIK ee 37 ACCESSING PENDING JOB RECORD S srneci n a 38 APPROVING PENDING JOB ERT RE 39 CREA TINGA NEWJOB RECORD sncisaneonmee iienaa a a 39
130. NT CSO Credit Card Processing Is not a free option If you elect to use CSO Credit Card Processing in an event CSO Research will collect all payments charged to credit cards by employers and or students during your event For this service CSO Research will charge 5 of all payments collected via credit card for the event This service charge covers all credit card and processing fees as well as collection and management of all funds collected via credit card Interfase User s Manual Page 52 of 271 To Enter Credit Card Information for an Employer 1 Login as an Administrator 2 Go to Databases gt Career Events gt Search Search for the event and click on the Event s name 3 Scroll down to the Employer section Click Manage Registrations Employers 0 C Manage Registrations gt Deg Employer Registrations 2 4 Click on the Employer s Name to view their registration profile Austin Career Fair 2 Employer Registrations Add Employer Organization Name Contact Name Total Pay Status Status Activity CSO Research Inc Evan Robert 215 00 Not Paid Active Dropped Resumes Remove KPMG Christine Michaelmas 0 00 Not Paid Active Dropped Resumes Remove 5 Scroll down to the Payment section click Edit Choose Credit Card Click Save Adjustment Amount Adjustment Description Amount Paid Amount Due 215 00 PO Number Pay Status Not paid Payment Information Payment Date Payment
131. Name perkins Address Line 1 101 ee Address Line 2 E Di m im 5 a d wi D o D wi City Austin State ra v Zip Code 8788 Phone 512 999 7888 Fax 519 999 7855 E mail jean csoresearch com Website Show Contact Info io v Overview KPMG is a global network of professional firms providing Audit Tax and Advisory services We operate in 144 countries and have more than d EN A AMM wwe es sm zm sm se zl es wee sel sm zm ei woe m zs e Je mia Laaa zi Profile Information 9 rr l Majors click Add IS PAYMENT METHODS choices the employer has for each conme Cancer event Credit Card Form Please input credit card information before continuing Credit Card Payment Credit Card Number Card Type Visa and Mastercard only Enter only numbers no dashes or spaces Three digit number located in the signature line on back of card Expiration Month Year a v First Name Last Name Billing Address 1 Billing Address 2 Billing City Billing State Billing Zip Postal Daytime Phone Number E mail Address Transaction Amount 215 00 Important Only click Submit Payment once Note Once your payment has been submitted successfully a receipt for this payment will be e mailed to the e ma
132. PLOYER DIRECTORY EE 232 STUDENT JOB SEARCH E 234 VIEWING AND APPEYVING FOR A JOB eelere eegener reen 235 STUDENT MENTORS eege 237 CONTACTING Fi MENTOR ersero Bamatieokatied aloes ckotnaeance 238 EMPLOYER LOGIN PAGE ansainneen a 240 EMPLOYER ET ETA UU H 241 LOGGING INAS AN EMPLOYER ocroti inica inatas a 244 EMPLOYER HOME PAGE ccris 245 EMPLOYER MY PROFILE E 248 EMPLOYER STUDENT SEARG EE 249 EMPLOYER RESUME BOOKS iiris aa aa 251 EMPLOYER MY el 252 EMPLOYER VIEW JOB ACTIVI RE 252 MENTOR LOGIN E 254 MENTOR SELF REGISTRAT ION eener 259 EHNEN 259 REGISTRATION CONFIRMATION E 258 LOGGING INASA MENTOR EE 259 FACULTY LOGIN PAGE csssiisniie nenia iaaa nici 261 LOGGING INASA FACULT Yiirciiasi a 262 FACULTY HOME EE 263 FACULTY IY PR OF MEE nnna 265 FACULTY STUDENT SEARG Mi zicsscvsestessicseriiccebdnnrenctianten asa initia inne 266 FACULTY EMPEOY ER SEAR GM E 268 FACULTY JOBS ein EE 270 Interfase User s Manual Page 6 of 271 BLANK PAGE Interfase User s Manual Page 7 of 271 SUPPORT INFORMATION For complete information on available support services please visit http Awww csoresearch com support There are three main options for obtaining support for Interfase LIVE CHAT To access the Live Chat service please visit http www csoresearch com support go to the Live Chat section and click the Live Chat button EMAIL support csoresearch com PHONE CSO s services team is available Monday through
133. PM User Name Name Status Email address Action 12 30 PM idri John Heidrick Requested ajohn monster com Add Student Lynn Berger Requested jason csoresearch com Add Student Si Chen Requested schen yahoo com Add Student a To add a student from the Students database to a timeslot 1 Click the interview time link The Timeslot Information screen appears Select Student Search from the Add Student From drop down field Enter the student s User Name First Name and or Last Name Click the Search button Click the Sign Up link under the Action column ae oS Timeslots Add Timeslot Submitted Change Interview Time Student Documents Documents Action 8 00 AM Timeslot Information Interview Time 8 30 4M Reserved Slot Z Add Student From 5 dent Search User Name First Name LastName __ EA User Name Last Name First Name Email address csostudent Berger Lynn jason csoresearch com 1 Page 1UZ of Z 1 CREATING A SHARED AN INTERVIEW SESSION An administrator can setup shared interview sessions between one or more Schedules EXAMPLE KPMG is coming on campus to interview for 2 positions Auditor and Research Assistant Patti Perkins will interview on the same day for both positions STEP ONE The administrator or employer must create the first Schedule and Interview Session It can be any type Open Preselect Preselect Continuous or Combined Posting Information Edit Schedule ID 114 Job Title Aud
134. PTION A SENDING A MASS EMAIL WITHOUT CREATING OBSERVATION RECORDS The administrator has access to the Text Editor because these emails are sent out as HTML emails This means that the text can be formatted with bold italics font changes and so on Create Email for Student Mass Email prom O O This wll be the FROM address in each email sent Additional Recipients IT Pe Additional recipients need to be separated with a comma Subject _ j This will be the SUBJECT line in each email sent Create Observations No Yes CE EAEE Imn e eg B I U SS se te ee D Fonts Size si A A Paragraph Style Message CI HTML Mode Interfase User s Manual Page 169 of 271 OPTION B SENDING A MASS EMAIL WITH CREATING OBSERVATION RECORDS This mass email will be sent as text email thus it cannot contain HTML code or the recipient will see the HTML codes in the email An observation record is created for each recipient From Additional Recipients fF Subject Create Observations No Yes The message box will be the body of the email as well as the Observation Notes field Message Private Type sl gt Al fields from the Observation Status v gt record will be available for you to Followup Date E lt complete Once the administrator clicks the Send Email button each email is sent to the queue The following pop up window appears STEP SEVEN Check the Email Log All em
135. Page 135 of 271 CREATING A NEW PLACEMENT STEP ONE Click Add New Placement GECIEEI Placements EECHER NASH NEE OER Bee Add New Placement Diew All Organization Job Schedule Start Work Term Job Title Name ID ID Date End Date Number Status Action Credit CSO Research erc ine 1164 6 31 2006 5 25 2007 2 Active View Remove Financial Waddell amp Reed eat The 127 1 12 2006 5 15 2006 3 Active View Remove STEP TWO Fill in the details Click Save Student Lynn Berger Organization Name Contact Job Schedule Administrator Sally Ryan Faculty Placement Information me oam Start Date SE End Date Position Type Salary Pay per Period Estimated Hours per Week Additional Compensation SSE Car No v Source Status Notes Work Information Address Line 1 Sys Address Line 2 Ir State v Ziv Country A Phone O Fox RE SA Intern Coop Information GPA Score Work Term Number e Course E Section e Credits e Enrolled Date as Paid Fee Date Followup Date Eo Semester e Student Eval Employer Eval Interfase User s Manual Page 136 of 271 E You will not be able to link this placement record to other databases until after you save it E When creating a new placement from the contact profile the Work Information section
136. REATING A NEW ADMINISTRATOR STEP ONE Go to Databases gt Admins gt New Ra Es Only Supervisor Aadministrators can access the Database gt Admins menu A Home 2 My Profile eo F Tools F Help Sion Gut Shudents Employers Contacts Jobs schequles d Io search E Marnbors hea Career Events Faculty Soo RS fF F FPF sg FF F FF F STEP TWO Fill in the details First Name Last Name User Name Password etc STEP THREE Assign the new admin a Status of Active and an Access Level Control Information l Search for existing records in the Admins Database hefft Create anew Admin record Status active v IMPORTANT Access Level dei sl If an Administrator does NOT Obs Private Type Administrative Only Counselors Only need to edit the setup and configuration of the system they should be assigned the Staff Access Level Created 06 15 2006 3 12 PM Modified 06 15 2006 3 12 PM Interfase User s Manual Page 17 of 271 DATABASES OVERVIEW Interfase stores all of the data in separate databases There are ten 10 databases ff Home 2 My Profile eE Databases P Tools Help Sign Out Employers Contacts Jobs Schedules Admins Mentors Career Events Faculty Rooms NOTES DATABASES HOTKEYS QUICK REFERENCE SHEET The databases sub menus contain hotkeys Hotkeys are quick reference keys to quickly access diffe
137. Results Search Results 7 events Career Event Mame Austin Career Fair Austin Career Fair Start Date Time 11 21 2007 10 00 ANM 11 21 2006 10 00 ANM End Date Time 11 21 2007 A UU PM 11 21 2006 A UU PM Location Change Criteria Status Employers Student Hall Student Hall STEP THREE Scroll down to the Employers section Click Manage Registrations in the Employers section Event Information Event Id 33 Career Event Name 4ustin Career Fair Slogan Hire Hire Hire Location Student Hall Student Description Come to meet employers that are hiring in the Austin area All students and alumni are invited to attend the Austin Career Fair Visit with employers Manage Registrations C Employers Employer Registrations 3 Now you will see the list of Employers Registered to this event Click Dropped Resumes next to CSO Austin Career Fair 3 Employer Registrations Add Employer Ra Organization Name CSO Research Inc Contact Name Evan Robert Patti Perkins Elaine Easton Total 215 00 agoe Op 0 00 Status Active Activity Dropped Resumes Dropped Resumes Dropped Resumes Action Remove Remove Remove Pay Status ee Not Paid If the employer has Not Paid Pending any dropped resumes the Not Paid Active Dropped Resumes link will 1 appear in bold K PRG Victoria Advocate Click the Mass Email button E Date Click the MASS
138. S Placement Information Job Title accountant ss Department StartDate E EndDate si Position Type KE Salary 35000 00 Pay per Period sl Estimated Hours per Week Source Status Employer Created Notes Interfase User s Manual Page 246 of 271 My Task List The My Task List function is meant as a place to show employers activity that requires attention on their part but since it is not date based it will not appear on the calendar The tasks are grouped together by type of task and each task item can be acted upon by clicking the GO link that appears next to the item Once a task has been completed it will be removed from the task list Quick Links j Or o a Hire My Task List Saved Searches Task List items e NEW REFERRAL Employers can view resumes of students who have applied to their job postings e MAKE SELECTIONS Employer can make their preselections on their interview schedules Task List Action Type Details Ge New Referral Job 1164 Credit Analyst Rachel Fizman Submitted 01 31 2007 Click GO gt gt to view the details and the New Referral Job 1164 Credit 4nalyst Caralyn Has Submitted 01 31 2007 student s resume New Referral Job 1164 Credit 4nalyst Donald Jones Submitted 01 31 2007 New Referral Job 1164 Credit 4nalystMarijo Jones Submitted 01 31 2007 New Referral Job 1164 Credit 4nalystRobin Fele Submitted 01 31 2007 N
139. SITUATION 1 A TIMESLOT BECOMES AVAILABLE BECAUSE A STUDENT CANCELS You must decide how you will manage the waiting list once a student cancels their interview timeslot There are two methods that are typically used when a timeslot opens up because of a cancellation 1 You email the first student in the waiting list that signed up see the Signup Date column below You would either wait until you hear from that student or wait a certain amount of time i e 2 hours 2 You email all students in the waiting list The first one that logs in and signs up will fill the open interview timeslot SITUATION 2 THE EMPLOYER DECIDES TO SETUP ANOTHER INTERVIEW ROOM BECAUSE A SIGNIFICANT NUMBER OF STUDENTS ARE IN THE WAITING LIST In this situation you would need to setup another Interview Session and then mass email all students in the waiting list Waiting List Yiewing Schedule 4 Retail Management Trainee Es To email a specific student click on the student s email address Copy Schedule View Activity Delete First Last signu Submitted Change UserName Name Name Email Dae Documents Documents Action csostudent Lynn Berger jean csoresearch co Roberts 2 23 2007 anniGcsoresearcr com ann csoresearch com a5 PM vem Vern Chen Susan Susan katrinam csoresearch com 2 23 2007 rei 5 43 PM 1 email packet ta O self O employer O employer amp self none reate Packe SS ees E To email all students listed click Mass
140. SVP MASS EMAIL sissies iste ineitani EE 177 CAREER EVENT RESUME DROPS MASS EMA eceeceeeeeeeeeeeeceeeeceeeesseesaseesaeeeseeeseeeeean 178 MASS CHANGE E TT RE 179 MASS DELETE RECORD rasaa tetas wstereaen sate sets uae scearii tn wad tcaneniceen seca asinteateatna amen 180 SYSTEM EE 181 RESUME PACKET S raana 184 STUDENT PACKET VIA STUDENT SEARCH Example Mi 184 STUDENT PACKET VIA STUDENT SEARCH Example VI 187 STUDENT PACKET VIA STUDENT SEARCH Example V3 190 STUDENT E AN KEE 193 DOB ARE RE E 194 SCHEDULE S INTERVIEW el EE 197 SCHEDULE PRESELECT AG TIVUEY Tee ee 199 SCHEDULE INFORMATION SESSION DACKET 201 Interfase User s Manual Page 5 of 271 SCHEDULE VWAMING LIST IPACKE E 203 CAREER EVENT DROPPED RESUMES PACKE Tisi e 205 CAREER EVENT STUDENT RSVP EE eieiei eier 207 MASS PACK 1S cciiteiiidicteirotntenitainnei iva atin ties anal aaa aan 210 RECORD MERGE eener 212 RESUME EIERE 215 RESOURCE LIBRAR E 217 STUDENI LOGIN PAGE eege 220 STUDENT SEEF REGISTRATION BEE 221 REGISTRATION CONFIRMATION stiscassevsvrsetietvsiuuntniidoatestvetonnentedemaunimntanaananietseueiealveimntstiaeys 222 LOGGING INASA CT RE 223 SCHENTEN EE 224 SIUDENI Aa PROFILE E 227 STUDENT MY DOCUMENT tege 228 STUDENT MY ACTIVITY EE 229 MY AC HVIY REFERRAL EE 229 REEGELE 229 MY ACTIVITY SCHEDULE AG AR sessusesseuatsanedipeniehsuatastantustnsinsiunndseastdouianendidemednsetediauates 230 MY ACTIVITY EVENT ROVPS eet 231 STUDENT EM
141. Schedules Database The following steps will guide an administrator through the process of generating a student mass email via the Schedules Database STEP ONE Go to Databases gt Schedules gt Search Search for the desired Schedule STEP TWO Click on the desired Schedule Schedule Search Results Search Results 13 schedules Change Criteria Save Search Schedule Organization Interview ID Job Title Name Job Location Date Status Activity 110 Consultant KPMG Boston MA 04 25 2007 Request Active POA U 04 26 2007 Period Open 109 Electrical KPMG Atlanta GA 04 25 2007 Sign up Active POA Engineer Open 114 Auditor KPMG Elizabethtown 04 25 2007 Request Active POA D Period Open Scroll down to the Session section Click on the desired Interview Session ID or date Sessions Add Session Session Interview Interview Interview Session ID Date Location Room Recruiter Information Patti 4 26 2007 Bering bring resume 4 25 2007 Room 221 Patti ring resum Perkins bring resume STEP THREE Click the Mass Email button located at the bottom of the page All students listed are automatically included in the recipient list Viewing Session For Schedule 110 Consultant II Session Information Session ID 103 Linked To Schedules 110 Consultant II Organization Name KPMG Interview Date 04 26 2007 Interview Duration 30 Interview Location Room 222 Room Assignment Un assigned Session Information bring resume
142. Session from within the Schedule profile Yiewing Schedule 4 Retail Management Trainee Copy Schedule View Activity Delete Posting Information Schedule ID 4 Job Title Retail Management Trainee Organization Name Patty s Boutique Linked To amp Patty Sampson Linked To Jobs Job Location Austin Texas Number of Openings 5 Work Schedule Monday Friday and alternating Saturdays Hours Per Week 40 Wage Salary 30 000 40 000 Employment Start Date June 1 2007 Employment End Date Supervisor Carlos Beltran Job Description This position is designed only for those who are training both on the job and through company training programs to acquire the management and technical skills necessary to become a Manager Job Responsibilities New hires in retailing start as assistant managers with extensive hands on training Each assistant works one on one with his her store manager spending time in each department learning day to day operations Responsible for maintaining store appearance customer service and inventory as designated by store manager Promotion is based on performance and productivity without regard to seniority Application Instructions Apply via Interfase This is a preselect schedule therefore you must submit your resume for interview consideration After the Request Period Closes all resumes will be reviewed and interview decisions will be made Applicants will
143. State Local Zip Local Phone Local Phone 2 E Email WebSite amp Classification Applicant Type Graduation Month Graduation Year Overall GPA Major GPA Hours Degree Majors click Add Achievements Birth Date Citizenship Visa Status Ethnicity Gender Veteran Status Disabled Status Beeville TX 78102 512 358 3130 jean csoresearch com www yahoo com s chen Senior Co op Intern Full time Part time May 2005 3 8500 3 8100 87 Bachelor s Accounting Finance Management Management Information Systems Marketing 10 05 1979 US Female Yes No Skills Edit Database Skills SQL Server Additional Information Notes Adaptable Flexible Leadership Ability Team Oriented Additional Information Edit Career Goal Accounting or Management Job Preference Accounting Administration Management Allow Employer Viewing Yes Other Information Client Server Database Skills Oracle Does your office manage co op students Edit Coop Timeline Allow Employer Viewing Select Yes to allow employers to view a student s profile and resume via student search and or Resume Books Period Coop Status Spring In School Summer Working Fall In School Control Information Notes SSN Status Active Office Advisor Michelle Ewing Faculty Advisor Dean Pepper Complete Profile Yes Mentor Contacts per Month Created 5
144. Susanvyillis Last Name jean csoresearch com katrina csoresearch com email demo com emily csoresearch com Manage RS P Payments Remove Remove Remove Remove email packet to O self O employer O employer amp self none Interfase User s Manual Page 207 of 271 EMAIL OPTION 1 SELF If you selected to email the packet to self then the email window will load You can edit this email before you send it to yourself EMAIL OPTION 2 EMPLOYER or EMPLOYER amp SELF If you selected to email the packet to employer or employer amp self then you will need to select the employer contact that should receive this email Search for the Employer Search for an Employer to Email Packet First Name Baas Last Name Organization Name Select the Employer Contact to be emailed Employers to Email Packet Organization Name LastName FirstName Username CSO Research Inc Robert Evan csoemployer katrina csoresearch com CSO Research Inc Abbott Glen Abbott_Glen jason csoresearch com CSO Research Inc Naranjo Eric economic katrina csoresearch com CSO Research Inc Lanham Jason jason jason csoresearch com CSO Research Inc Garza Katrina csol katrina csoresearch com 1 The email window will now load You can edit this email before you send it to the employer and self if selected Packet Settings Microsoft Internet Explorer DER Additional e mail addresses may be manually added in the TO fi
145. This action creates duplicate records in your system To approve a new pending employer record an administrator must assign 1 an Active Status to the employer record 2 an Active Status to the contact record and 3 a Contact Type Access Level Es The Contact Approved system event automatic email will be sent when a contact s status is changed from Pending to Active By default this email is NOT enabled in your system RE LINKING CONTACTS WITH A DUPLICATE EMPLOYER Example 1 An Administrator discovers that there are two employer records for the same company Each employer record has a different contact person linked to it In this example there are two different Employer records for KPMG each with a different contact person In this situation you will need to first determine which contact person should be re linked to which employer record see above section Approving Pending Employer Contact Records We have decided to re link the contact person with Employer 427 to Employer 846 because there is more activity for Employer 846 Event activity Schedules Jobs Referrals and Observation notes Search Results 2 employers Change Criteria Save Search EE Employer Organization Employer Employer ID Name Location City State Category Status Contacts Jobs Schedules Events Activity s Audits and Austin D KEUHG LLP TY Accounting Active aP dl Event activity cannot AUSTIN Austin TX Accounting Active a 2 be re
146. Viewing will To view the contact information click the contact name link SEH Interfase Ueere Manual Page 232 of 271 student Employer Profile continued When you click on the contact s name you will see the Contact Information section with their information Contact e First Name Information Middle Initial Last Name Intro Title Department Email Address Line 1 Address Line 2 City State Zip Map of Address Above Phone Fax NOTES Patty P Sampson Ms Proprietar Administrative katrina csoresearch com 1234 4rlington Lane Suite 22 Arlington Tx f601 Online Map 817 123 4567 817 123 4569 Interfase User s Manual Page 233 of 271 STUDENT JOB SEARCH A student can search for jobs by highlighting the Jobs menu The submenus that will be available will depend on the student s Applicant Type By default the Co op Internships menu is only seen by students with the Co op Intern Applicant Type ch JI DT Career Events if Mentor Search Tel Sign Out gt Search for jobs Co op Internships lt gt Search for Co op and Internship positions EI Home D My Account Gi Employer Directory Job Search Criteria Advanced Keyword s i O a o Organization Name __ bLocatom SAS e ay D D Position Type alumni Job Category account Management Planning Co op Accounting Full time Entry Level Accounting Auditing Full time Experienc
147. Welcome Evan Robert e Update your contact information Select My Profile Search for qualified applicants Select Student Search Memo Employer Home Page Enter Edit a job posting Select My Jobs View Manage an interview schedule Select Schedules View and Register for a career event Select Career Events Announcements View All Happy Birthday to all you you with February Birthdays Announcements Welcome to the CSO Research family Services Team Notes Quick Links Notes Resource Library Tt Employer Guide How to use our Job Board gt Quick Links v Calendar Calendar February 2007 Edit Month View Sunday 10 00 4M CAREER EVENT SPRING CAREER FAIR Monday YU JOB EXPIRES 1256 Store Manager 9 00 AM INTERVI Res I Thursday 22 Friday 23 Calendar 1 Job Event expiration date appear in Blue 2 Career Events Career fairs employer orientations and so on appear in Aqua Blue 3 Schedule Events upcoming Interview date upcoming information session date appear in Yellow 4 Personal Events Are seen only by the contact that created the personal event appear in White f D r ot a Hire My Task List Saved Searches Tuesday 20 Wednesday 21 Notes you going to turn on the Resource Library to employer contacts Notes Interfase User s Manual Page 245 of 271 More information about the Quick
148. a resume on file the following message is displayed at the top of the schedule profile You cannot perform activity on this schedule as you do not currently have a resume on file lf a student has a resume on file the application procedures will depend on the schedule type The following are the procedures a student should follow for Open Preselect and Preselect Continuous schedules OPEN SCHEDULES Signing up for an Interview STEP ONE To access the interview sessions that are available for that schedule a student must click the Sign up button at the top of the schedule profile STEP TWO When a student clicks on the Sign up button the Sessions section of the schedule profile is displayed To view the available timeslots for a session a student must click the interview date link Sessions Interview Interview Dat e Location Recruiter Session Information Status 4 25 2007 Philips Lounge Joe Shmoe Bring resume Active Evan Students needs Robert resume Active 4 25 2007 Conference Room 1 STEP THREE To sign up for an interview time a student must click the Sign Up link under the Action column Timeslots Submitted Change Interview Time Student Documents Documents Reference Schedule ID 9 00 4M Sign up 9 30 AM Sign up 10 00 4M Sign up 10 30 4M Sign up 11 00 4M Sign up 11 30 AM Sign up When the Sign up link is clicked the student will be able to select the documents that to submit A student will be
149. ab Administrators should check the log to verify that their email was sent successfully The Email Log shows the sender recipient and subject of that email Interfase User s Manual Page 196 of 271 SCHEDULE INTERVIEW SESSION PACKET A Schedule Interview Session Packet contains the schedule and timeslot cover pages and all student documents that were submitted for a specific schedule An administrator can create an interview session packet from the Schedules Database in the Sessions section E An employer contact can also create an interview session packet from the Schedule profile The following steps will guide an administrator through the process of creating an interview session packet STEP ONE To view the interview session s for a specific schedule you must first search for the schedule Go to Databases gt Schedules gt Search Schedule Advanced Searth Keyvrordl s j Schedule 1 Interviows Date ey EI Sertion DOS Organization Mame kyeng Schedule Reference First Aam L Analicant Type Co apinter ss Full time Part time Last Name l Eed muer work study Clareitttrattnnt yh ee r Freshman Status geire Sopheme Cancelled Junior naclive Graduation Range Mani Yon Pandinig Fram w Citizenship Han uS mor Qualified to wark Non US Qualified bo iori Month Year gt eier e LUS Citire Majors etek Add Minimum GPAs Picks Submitted ky Qual
150. active Pending Bachelor s Certification Master s Ph D Non US Non Qualified Non US Qualified US a STEP THREE In the student search results page click the Mass Email button located at the bottom of the page All students that met the search criteria are automatically included in the recipient list Search Results 7 students Record E ID oO B2 oT oMi SE User Name csostudent Lynn Chen Susan Susan Wallace Jack 11 Jack Smith Tracie 20 Tracie Applicant Type Co op Intern Full time Part Expected Classification Graduation May 2005 time Work Study Full time Part time Co op Intern Masters August 2005 Alum May 1980 December 2005 Change Criteria Save Search Office Advisor Email Status Activity Active PROSA Michelle Ewing Michelle Ewing Michelle Ewing Active PROSA Active PROSA Active PROSA o H 294 o 395 studer Barbie James Full time Part time Barbie Full time Part time Alum May 2000 Senior May 2005 Active Active PROSA PROSA g A 1003 Wisch Stuart Stuart Senior Co op Intern Full time Part time Wwork Study 1 May 2007 Active PROSA email packet to O self O employer O employer amp self none STEPS FOUR SEVEN Refer to steps 4 7 in the MASS EMAIL section of this User s Manual Interfase User s Manual Page 171 of 271 JOB REFERRAL MASS EMAIL An administrator can also
151. ailable Fields est STEP 2 Referral ID SE Select al the columns you want in your report M Date Job elen See GE Don t forget to drop down the SELECT C Employer Message FIELDS FOR if you want fields from the Student Job Employer etc databases Referral Method Referral Type ClNotes Cl Status O Modified Interfase User s Manual Page 182 of 271 Select Criteria for Report referral Database from which to Add Report Criteria Enter criteria to add Field Name Report Criteria Added Comparator Value s gt 4 9 2006 lt 4 22 2006 Is not empty Generate Excel Manage MailMerge Temy Ol Save changes to report query referral Interfase User s Manual Page 183 of 271 STEP 3 Now query for the referral data that you want We want referrals that were created during our date range Don t forget to add JOB ID is not Empty so that we get only those 3 referrals that are linked to Jobs If you leave this out you will also get those that are linked only to the employer which just means that the numbers will be greater than the System Stats report you ran RESUME PACKETS An administrator can combine a group of student documents into one document a student resume packet A resume packet can be created by an administrator for two purposes for internal use or to forward to an employer if the office provides referral services When a student resume packet is created I
152. ails sent by Interfase are logged in the Email Log under Tools gt Activity Log Administrators should check the log to verify that their email was sent successfully The Email Log will show the sender recipient and subject of that email Interfase User s Manual Page 170 of 271 STUDENT MASS EMAIL An administrator can also send students a mass email from the Students Database The following steps will guide an administrator through the process of generating a student mass email via the Students Database STEP ONE Go to Databases gt Students gt Search STEP TWO Select the student mass email criteria and click the Search button Student Advanced Search Keyword s Record ID FirstName Email address i User Name SSN Classification Alum Expected Graduation Majors click Add Job Criteria Qualifiers Job Preference Default Resume Complete Profile Month Year From sl Si Month Year Applicant Type To v sj Office Advisor Status Overall GPA Degree Accounting Administration Manage Communications Media Computers Mathematics Citizenship ment v Allow Employer Viewing Freshman Junior Masters A v Alumni Co op Intern Full time Part time Kim Buchmann Melissa Swan Michelle Ewing Robert Locke Active Delete In
153. ajors Future Schedules Search Results Search Results 6 schedules Change Criteria Save Search Current Signup Job Title Organization Name Location Interviews Date Method Disney Intern Walt Disney World Orlando FL 11 04 2005 Open College Program Research Manpower Lockhart 11 03 2005 PRS Closed Associate Texas Accountant Patty s Boutique Springfield 11 16 2005 Closed Account WOAT News Radia San Antonio 12 14 2005 PRS Open Executive Th Andrea s Flower CSO Research Inc Austin Ta 11 15 2005 PRS Open Shop 11 15 2005 Jean s Preselect CSO Research Inc Austin T 11 25 2005 PRS Closed Test A student can access a schedule profile by clicking on the schedule ID or the job title in the search results page Do you want students to be able to view all active schedules with past and future interview sessions By default students only see schedules with future interview sessions NOTES Interfase User s Manual Page 110 of 271 EMPLOYER SCHEDULES An employer can view existing Schedule or create a new Schedule request from the Schedules menu OCCIE My Profile Student Search E My Jobs TEs eee eer Sl Schedule List View amp manage existing schedules D New Schedule Request Create a new schedule request SCHEDULE LIST To access an interview schedule profile an employer must click on the schedule ID or job title Picks Not Started Picks Started Not Complete
154. am jason CSO Research High Tech Pending Lane Partners amp Consulting Marketing Active Jason Victoria Victoria mentor 1 SPECIFY THE DEFAULT SORT TOOLS gt SETUP gt DEFAULT SORTS In Default Sorts under Search Type select Faculty Search Interfase User s Manual Page 122 of 271 FACULTY PROFILE Access a faculty profile by clicking on the first name last name or user name in the search results page Faculty Profile Personal Information Record ID First Name Middle Initial Last Name User Name Password Title Department Intro Adress Line 1 Address Line 23 City State Zip Code Map of Address Above Phone Fax Email Majors Worked With Majors to Notify For Access Level Status Created Modified View Activity Delete J Christopher who TheDoctor who Doctor Gallitrey Dr 101 Galaxy Ave Austin TH 70700 Online Map 517 888 7008 512 888 7777 thedoctor thedoctor com Computer Engineering Computer Science International Business Psychology Biology Chemical Engineering Chemistry Computer Engineering Computer Science Economics Electrical Engineering International Business Psychology Full Access Active Da D72007 1 14 PM 03 07 2007 1 14 PM Majors to Notify For This does not email or notify the faculty in any way This field exists for Administrative purposes in case you wish to email or not
155. ame Email address Action OCET oO 12 30 PM O 1 00 PM Interfase User s Manual Page 101 of 271 To add a student who is on the Waiting List to a timeslot 1 Click the interview time link The Timeslot Information screen appears 2 Select Waiting List from the Add Student From drop down field 3 Click the Add Student link under the Action column Timeslots Add Timeslot Submitted Change Interview Time Student Documents Documents Action IT 8 00 4M 8 30 AM z Timeslot Information 9 00 AM 9 30 AM Interview Time 8 30 4M 10 30 AM 11 30 AM dd Student From _ aiting List v 12 00 PM Waiting List 12 30 PM User Name First Name Last Name Email address Action Kae csostudent Lynn Berger jason csoresearch com Add Student 1 00 PM g ji ja ja f i a LS To add a student who is on the Preselect Activity List to a timeslot 1 Click the interview time link The Timeslot Information screen appears 2 Inthe Add Student From drop down field select Preselect Activity 3 Click the Add Student link under the Action column Timeslot Information Timeslots Add Timeslot Submitted Change Interview Time Student Documents Documents Action d 8 00 AM ele 8 30 AM D geg Interview Time SiS AM Reserved Slot 10 00 4M Add Student From _DJeselect Activity Preselect Activity Pe ee ee ep ep d 12 00
156. ame First Name Last Name csostudent jean csoresearch com Remove best i katrina csoresearch com Remove Chen Susan katrina csoresearch com Remove jroberts csosupport qmail com Remove Smith Natasha 4 i email demo com Remove Smith Stephanie 5 Stephanie i email demo com Remove Smith Traci 14 Traci i email demo com Remove email packet to O self O employer O employer amp self none EMAIL OPTION 1 SELF If you selected to email the packet to self then the email window will load You can edit this email before you send it to yourself EMAIL OPTION 2 EMPLOYER or EMPLOYER amp SELF If you selected to email the packet to employer or employer amp self then you will need to select the employer contact that should receive this email Employers to Email Packet Organization Name LastName FirstName Username Email Action KPMG Perkins Patti patti jean csoresearch com Select 1 The email window will now load You can edit this email before you send it to the employer and self if selected Packet Settings Microsoft Internet Explorer Sel Additional e mail addresses may be manually added in the TO field Use a comma to separate each address To isan csoresearch com katrina csoresearc From Subject CSO University Here is the requested resu Below you will find a link to the resume packet you requested Please click the link to see the resumes for those students that have signed up for this
157. amp Criteria Selections as Report Template STEP FOUR Save the Report optional If the report will not be saved go to STEP 5 To save a report check the box next to Save Field amp Criteria Selections as Report Template and click the Generate Excel button Now the Save Report Template box will display Fill in the details and then click the Save and Continue button Save Report Template Report Type Student Report type selected in Step 1 PEPOT am Type in the name of your Report Report Category Select Report category Owner John Smith The administrator that created this report BEES Select access type Add to Quick Links If checked a shortcut to this report will be on the administrator s home page RA Es ACCESS LEVELS Public Report template can be viewed and edited by any admin Private Report template can only be viewed edited by the owner Protected Report template can be viewed by any admin but only the owner can edit it STEP FIVE Generate Excel amp Name Report The File Download window appears Click the Open button to view the report in Excel or click the Save button to save the file to your computer File Download Some files can harm your computer If the file information below looks suspicious or you do not fully trust the source do not open or save this file File name neering Student Roster csv File type Microsoft Excel Comma Separated Yalues File From Wu myin
158. anagement Texas 05 25 2007 Open To Requests Trainee 1 STEP TWO Scroll to the bottom of the Schedule Profile Click Manage List Students on List 3 STEP TWO Likely the employer would like to view the resumes before making their selections They may view each student s resume individually by clicking the PDF icon under the Submitted Documents column Alternately they may wish to view all resumes at once by clicking the Create Packet button Then next to each student select Accepted Not Accepted or Alternate if available Click Save Picks ACCEPT ALL toggles the Accepted status for each student Submitted a First Name Last Name Status Selection Documents LI John Roberts Accepted Not Accepted D EE Es By default an Employer can O Susan chen O Accepted Not Accepted a NOT mass email students in the O Traci Smith O Accepted O Not Accepted T Preselect Activity List However you may wish to turn this option on CI check to email packet to self to your employers The next prompts will depend on whether this is a Preselect or a Preselect Continuous Schedule Preselect Schedule Preselection Process 1 After making status selections and clicking Save Picks the following prompt will appear Microsoft Internet Explorer Saving picks will notify each student of the selection made For this schedule Any students without status selections will remain without a selection and A r will not be notifie
159. anager 10486 Savvis Center amp Barbara Youmans SS 35 a Mon Fri 8am 5pm some weekends 40 50 45 000 11 1 2005 Joe Keller Position reports to dept director in managing day to day activities of the Guest Service dept amp event related activitia Responsibilities incl overall crowd event management amp Operations as well as hiring amp training new employees and guest concerns Other duties incl producing reports amp coordinating w production managers promoters amp team officials for ea event Must be able to work irregular hrs incl evenings amp weekends work under pressure recognize problems amp find solutions Submit job via system Website Posting Information Job Location Job Category Position Type Applicant Type Minimum GPA Citizenship Graduation Start Graduation End Classification Degrees Contact Information First Name Middle Initial Last Name Address Line 1 Address Line 2 City State Zip Phone Fax Email Barbara B Youmans 1401 Clark Avenue St Louis MO 63103 2700 314 589 5874 314 589 5845 katrina csoresearch com gt www kiel com Account Manager Edit Austin TX Marketing Full Time Part Time Alumni Full time Part time US Majors Accounting Click Add Finance Screen Applicant Types Screen Minimum GPA Screen Citizenship Screen Graduation Range Screen Classification Screen Degrees Screen
160. and upload Microsoft Mail Merge documents for one click reporting Resume Books To manage and create Employer Resumes Books of students Resource Library To upload Word documents or PDF files as resources to students amp employers Upload To upload data files into your Interfase system Students Jobs Payroll or the Check In Import 0 Setup To access all Setup amp Configuration options codes memos menus forms etc ap d Codes Memos Menus Forms Roles Permissions Settings Templates Timelines Es Only Supervisor Administrators have access to the Setup menu Timeslots Document Categories Default Sorts Job Menu Categories Custom Fields Interfase User s Manual Page 153 of 271 ACTIVITY LOG To access the Activity Log go to Tools gt Activity Log The Activity Log menu includes access to three 3 activity logs 1 Audit Log for searching and viewing audit records history 2 Delete Log for viewing logged information about the deletion of main records 3 Email Log for viewing logged information about any emails sent from within Interfase Home My Profile Databases Help Sign Out Reports Announcements Firewall Record Merge Resume Books Resource Library Upload Gr Setup Audit Log Elke AUDIT LOG HISTORY The Audit Log function allows administrators to search and view the audit history records of main records Interfase logs
161. arch button NOTE Clicking on the search button without entering any criteria will display all student records student Search Criteria Student Advanced Search DS Student Keyword s Record 10 Search Hotkey Last Name User Name First Name SSN Email address fo Classification Ajum Expected Graduation Month Eni Freshman Junior Month Year Applicant Type aiumnt To Co op Intern Full time Part time Majors click Add Melissa Swan Add Michelle Ewing l Robert Locke Status active Skills Delete Inactive add Pending Overall GPA Qualifiers kd Degree pschelor s Certification Master s Add Ph D Job Preference Accounting SNCH Citizenship Non US Non Qualified Administration Management Non US Qualified Communications Media US Computers Mathematics Mi Allow Employer Viewing w i Default Resume vi Complete Profile Interfase User s Manual Page 19 of 271 Student Search Results Search Results 1000 students Change Criteria Save Search B Record User First Expected Office Email ee Name Name Applicant Type Classification Graduation Advisor address Status Activity csostudent Lynn hig cally Full Senior May 2005 Michelle Ewing Active PROSA EMAIL A STUDENT ime Part time s s s s s s lick the golden emai
162. are invited to attend the Austin Career Fair Visit with employers Manage Registrations be Kg Employer Registrations 3 Now you will see the list of Employers Registered to this event Click Dropped Resumes next to CSO Austin Career Fair 3 Employer Registrations Organization Name CO Research Inc KPMG Victoria Advocate Contact Name Evan Robert Fatti Perkins Elaine Easton Activity Dropped Resumes Dropped Resumes Dropped Resumes Status Active Pending Active Total 215 00 agoe Op 0 00 Pay Status Mot Paid Mot Paid Hot Paid 1 Remove Remove Remave Interfase User s Manual Page 205 of 271 Add Employer RA Es If the employer has any dropped resumes the Dropped Resumes link will appear in bold STEP FOUR Decide whether or not to email this packet and to whom Then click the Create Packet button Dropped Resumes E Date Organization Name FirstName LastName Drop Reason Action F 2 5 2007 CSO Research Inc Lynn Berger Cannot Attend View Remove email packet ta self O employer O employer amp self none EMAIL OPTION 1 SELF If you selected to email the packet to self then the email window will load You can edit this email before you send it to yourself EMAIL OPTION 2 EMPLOYER or EMPLOYER amp SELF If you selected to email the packet to employer or employer amp self then you will need to select the employer contact that should receive this emai
163. art time and option to email them nightly with any new results If the student Internship Search decides they wish to stop receiving these emails then they can click the red X to delete that saved search Interfase User s Manual Page 226 of 271 STUDENT MY PROFILE A student can view and edit their profile by selecting the My Profile menu under My Account Employer Directory Job Search Schedules Career Events Mentor Search Sign Out En My Documents My Activity REVIEW The student cannot see the Qualifier or Control Info sections Only administrators can see these sections Student Profile Memos Memo Student Profile Personal Information View Please review your personal information Click on the Edit link to make any corrections Personal Information First Name Lynn Last Name Berger Password student Perm Address Line 1 3158 Delaware Rd Permanent Line 2 Please review your demographic information To make changes to items in this section Memo Student Profile click on the Edit link Demographic Info View Demographic Information Edit Classification Senior Applicant Type Co op Full time Graduation Month May Graduation Year 2005 This section lists your job qualifications and target job preferences Please review job Memo Job Criteria Information search criteria Click on the Edit link to make any changes View Job Criteria Edit
164. ase created and saved the report of the employer contacts that should receive this letter have saved the csv report to my computer Before beginning the following steps create the letter that will be used and leave the area for the Mail Merge data name address etc blank Once the letter has been created complete the following steps STEP ONE Start up Mail Merge Wizard and Select Document type Labels Letters etc 1 Click Tools menu 2 Go to Letters and Mailings click Mail Merge Wizard The Mail Merge Wizard window will open on the right side of your screen 3 Select Letters for document type 4 Click the Next Starting Document link at the bottom of the Mail Merge Wizard pane NOTE In 3 above you could select Email as the document type to send out a mail merge email instead You could also select Directory or Catalog in older versions of MS Word to generate a directory i e Job Bulletin or Student list roster STEP TWO Select Starting Document 1 Select Use the current document to use the letter that was created as the starting document rite your letter IF vou have nok already done so 2 Click the Next Select Recipients link at the bottom of the Mail Merge Wizard write your letter now pane To add recipient information to vour letter click a location in the document and then click one of STEP THREE Select Recipients dle leie leale This is the data source to be used in the Ma
165. atically add the Timeline with a Timeline Template a Weneed to choose the Timeline template to be copied and enter the Interview date NOTE If this schedule will span more than one date enter the earliest interview date Yiewing Schedule 4 Retail Management Trainee Manage Timeline Activation Date Signup Method Add New Event S Activation Signup Method Sign up Open Date PBEM yes ere STEP ONE Choose a Timeline template Timeline Name Friday Open v Date STEP TWO Enter the Interview schedule Date STEP THREE Click Add Timeline Here is the completed timeline for an Open Schedule Viewing Schedule 4 Retail Management Trainee Es Modifications can be made to the Timeline entries by clicking on the Edit link next to the Signup Method Manage Timeline Activation Date Signup Method Action 3 12 2007 Sign up Open Edit Remove 5 23 2007 Sign up Closed Edit Remove Back Add New Event Signup Method Sign up Open Activation Import Events Schedule Timeline Name Friday Open v Date 5 25 2007 STEP FIVE Complete the Requirements section Interfase User s Manual Page 71 of 271 Minimum GPA gt coq Citizenship Non US Not Qualified to Work Non US Qualified to Work US Citizen Graduation Range Month Year May el 2007 si Month Year To Sugust 2007 v BA ck Es Fill in these fie
166. atus and the contact must have a Contact Type By default there are three 3 contact types setup in your system for employers Full Access Jobs and Students and Jobs Only These contact types can be modified or removed Additional contact types can also be added BA 1 The following is a typical menu an employer with Jobs Only access can see ig You might assign this Contact Type to 3 7 Parents Community Members and 3 party D Home My Profile My Jobs el sign Out Recruiters They would only be able to post jobs in your system 2 The following is a typical menu an employer with Jobs and Students access can see Home 2 My Profile Student Search Resume Books My Jobs Sign Out 3 The following is a typical menu an employer with Full Access can see Home My Profile Student Search Resume Books My Jobs Schedules Career Events Sign Out The Resume Books menu item is not turned on by default If the menu item is turned on we recommend allowing employers with a Full Access and a Jobs and Students contact type to view the menu item NOTES Interfase User s Manual Page 244 of 271 EMPLOYER HOME PAGE When an employer successfully logs in the Home page is the first screen displayed An employer can return to the home page from any screen by clicking on the Home menu i Home My Profile Student Search E Resume Books My Jobs i Schedules 1 Career Events ee ee
167. base and then explain each type of Activity Record ACCESSING A STUDENT S ACTIVITY RECORDS A student s activity records can be accessed through the student search results page or the student profile 1 student Search Results Page To access a student s activity records from the search results page click the corresponding letter under the Activity column Re Ge Record User First Last Expected Office Email Activity Legend d ID Name Name Name Applicant Type Classification Graduation Advisor address Status Activity P Placements o gra all csostudent Lynn Berger Ge ee Senior May 2005 Michelle Ewing Active SC R Referrals oO Be S Chen _ Si Chen Full time Part time Senior May 2004 Michelle Ewing A Active PROSA O Observations F al 3 Powell Anthony Powell Co op Intern Full Junior November 2005 Kim Buchmann A Active PROSA S Schedule Activity time Part time A Audits 2 Student Profile To access a student s activity records from the student profile follow these steps STEP A Click the View Activity link in the student profile Home 2 My Profile E Databases Tools Help Sign Out Student Search gt Student Profile Yiewing student Susan Chen View Docume view acto tet Personal Information Edit Record ID 3 First Name Susan Middle Name STEP B Click on the desired tab To access a student s observation notes click the Observations tab To
168. ble them to O EE Enge lt save the criteria they search for jobs and also create a job search agent if desired A job agent is a function that will search through recently created and updated jobs on a nightly basis and email information about them to a student Interfase User s Manual Page 234 of 271 VIEWING AND APPLYING FOR A JOB A student can access a job profile by clicking on the job ID or job title in the search results page If you will allow students to view all jobs then there are two types of jobs in your system otherwise they will only view jobs they meet requirements on 1 Jobs for which the student DOES NOT meet the job requirements on 2 Jobs for which the student DOES meet the job requirements on JOBS STUDENT DOES NOT MEET JOB REQUIREMENTS lf a student does not meet the job requirements then at the top of the job profile there will be a message You do not qualify for this job Also within your system you may decide whether to display the reason they are not qualified e Required Documents not on file If the student does not have the required documents on file they must first upload those before they will be able to apply You cannot perform activity on this job as you do not currently have all the required documents on file Upload documents for the following categories Cover Letters Resumes e Not Qualified with no reason given lf a student does not meet the job requirements the You
169. c contact or an employer e Link to Contact Only the contact will be able to access the job profile and online referrals Also this contact will be the one that receives the system event automatic emails for this job e Link to Employer All contacts associated with that employer will be able to access the job profile and online referrals No system event automatic emails will be sent if the job is only linked to the employer Link to Contact and Link to Employer Employer Only Employer Contact Information AddN w Contact Username Name Organization Name Link to Contact Link to Employer Brock Ruth Ruth Brock Accenture Add Job Add Job Fhoads Alma Alma Rhoads Accenture Add Jab Add Job Click Add Job Complete the job profile and save Refer to the Job Profile section of the User s Manual for help on completing the job profile Interfase User s Manual Page 39 of 271 CAREER EVENTS DATABASE To access the Career Events database highlight the Career Events menu under Databases ei uome T l wv Profile Te panna Students Employers Contacts Jobs Schedules Tools Help Sign Out Admins Mentors Search Search for existing records in the Career Events database O New gt Create a new career event record r F e e we we F F F Faculty E CAREER EVENT SEARCH and SEARCH RESULTS To search the Career Events database for an existing career event go to Databases gt Career Events gt
170. cation Close Window STEP 3 Click the Close Window button The Observation is no longer linked to the employer Observation Links Administrator gt John Smith Student Lynn Berger Employer Contact Job Schedule Faculty Interfase User s Manual Page 152 of 271 TOOLS OVERVIEW Interfase stores all of the tools under the Tools menu There are ten 10 options Home 2 My Profile i Databas s t Tools 14 Help Sign Out ZP Activity Log Reports Packets Announcements Firewall Record Merge Resume Books Resource Library Upload Gi Setup The Tools menu contains all non database menu items and options 1 Activity Log To access the 3 different System Logs Audit Log Delete Log and Email Log 2 Reports To run reports mass emails mass changes mass deletes and system stats Help Sign Out Activity Log Packets Announcements Firewall Record Merge Resume Books Resource Library Upload Setup A O GDN OO OF LH W Report Search New Report PS E Only Supervisor Mass Email va S Administrators have access Mass Change to the Mass Change and Mass Delete Mass Delete menus System Stats Packets To view the Packet Log and to run resume packets en mass Announcements To view edit or add announcements Firewall Closed Student Registration To add individual entries or import a file of students Record Merge To manage
171. ccepted el EN Remove O Smith Natasha 4 Natasha Smith Accepted D D Remove O Smith Stephanie 5 Stephanie Smith Accepted pa D Remove O Chen Susan Susan Chen Accepted 3 DN Remove CT Smith Traci 14 Traci Accepted al D Remove email packet to O self O employer O employer amp self none mees EMAIL OPTION 1 SELF If you selected to email the packet to self then the email window will load You can edit this email before you send it to yourself EMAIL OPTION 2 EMPLOYER or EMPLOYER amp SELF If you selected to email the packet to employer or employer amp self then you will need to select the employer contact that should receive this email Employers to Email Packet Organization Name LastName FirstName Username Email Action KPMG Perkins Patti patti jean csoresearch com Select 1 The email window will now load You can edit this email before you send it to the employer and self if selected Packet Settings Microsoft Internet Explorer DER Additional e mail addresses may be manually added in the TO field Use a comma to separate each address To jean csoresearch com katrina csoresearc From Subject CSO University Here is the requested resu Below you will find a link to the resume packet you requested Please click the link to see the resumes for those students that have signed up for this interview session e ol EMAIL OPTION 3 NONE If you selected to email th
172. chedule If the Request Period Open date should be changed you should change it Now Preselect Continuous schedule If the Preselect Continous Open to Requests date should be changed you should change it now Open schedule If the Sign up Open date should be changed you should change it now NOTE If you will set this date to today s date you must also adjust the Current Signup Method field in the Posting Information section You must change it from blank to the Sign up Method listed in bold The reason you must do this manually is because this option is updated at 12 01am CT and that time has already passed Interfase User s Manual Page 95 of 271 STEP TWO Add the desired Interview Sessions a Scroll down to the Sessions section Click Add Session Sessions Add Session Session Interview Interview Interview ID A mA Location Room Recruiter Information Status 1 Delete Selected Sessions b Complete the Session Information section Interview Date Status etc c Complete the Import Timeslots section by choosing a template Click Save Please select how you wish to add a new session to this schedule Create New Session O Link To Existing Session Session Information Intervieuw Date 5 25 2007 Interview Room EE Un assigned Interview Location lus Army Interviewing Room Session Information Gong your official transcript Status active v Configure Timeslots E Fill out
173. chedule es Administrator Faculty es Report A Hire Information Edit First Name Last Name Email Alt Phone Alt i Organization Name Walgreens Placement Information Edit Job Title Management Trainee Department Start Date 03 09 2007 End Date E Here the student typed in Walgreens Position Type Salary Pay per Period Estimated Hours per Week Additional Compensation Car Source Status Notes Created Modified Full time Entry Level 32 000 00 40 No Student Outside of CS Office Student Created 02 28 2007 1 28 PM 03 05 2007 10 00 AM STEP ONE First try to search and locate the employer Click the chain link next to Organization Name In the Re Link window search for the Organization Name Be Link Microsoft Internet Explorer Editing Placement record 163 Student Schedule Administrator Currently Linked To Quick Assign to Record Search Criteria Organization Name walgreen Location Employer ID Organization Name 123 Walgreens 1 Interfase User s Manual Page 140 of 271 Location Employer Genie E In this example Walgreens was in our system We can click Link to link this placement record to Walgreens Action Link If the employer was located then you will have an option to copy the address information from the Employer s profile to the Work Information section of this
174. ches Task List items e NEW REFERRAL RESPONSE Employers can respond to the student from within Interfase These responses will be listed in the student s My Task List e AWAITING SIGN UP Students will see all interview schedules that are waiting for them to sign up These are Preselect Schedules that the student has been accepted for by the employer Task List Action Type Details d E Click GO gt gt to Current Signup Method l E 112 General Counsel and view the details Awaiting Sign Up Accsaciate CSO Research Inc SE Students Sign up GO Job 1154 Accountant CSO Research Response Code Please New Referral Response Tee Contat Me IMPORTANT If you have enabled the System Event Automatic Emails for these two events then the student will have received these tasks via email and will not need to address the items in their My Task List Saved Searches The Saved Searches function allows the employer to save Student Searches as quick links This allows for quicker searching if they find themselves always running the same searches Quick Links Ap enort aH S Report 4 Hire H E Saved Searches My Task List Saved Searches 1 Click on accounting jobs to regenerate the search X accounting jabs This option always pulls the latest results X Full time Entry level 2 Click the red X to delete the saved search 2 Hotel Restaurant Jobs NOTE When a student creates a Saved Search there is an P
175. ckest and most efficient option for working directly with a member of the CSO Services team on a support issue This option is best for questions and how to type issues as you will be directly connected with the next available services member Click the icon below to start a live chat session Ifthe live chat service is currently off line it will allow you to submit an email to our support email address Interfase User s Manual Page 8 of 271 TRAINING OVERVIEW The Interfase User s Manual covers administrator processes and user processes This manual will be used during our Training Classes and will also be useful as a reference manual If you would like to be scheduled for any of our Training Classes please contact Support so that we may send you a list of those classes and the dates time they are offered We will also send you an agenda of the classes and descriptions of each Before all Trainings Please run through the Webconference instructions on the computer that will be used during the training lf the same computer will be used for all trainings you will only need to run through this process once Best Training Environments There are 2 different setup options that are recommended 1 Reserve a conference room One computer or laptop with Internet Access will be connected to a projector with a screen You will need a speaker phone 2 Reserve a training computer lab Each person will be at their own computer or laptop with
176. click the Search button Student Advanced Search Keyword s Record ID Last Name User Name First Name Student ID ll Email Classification Alumni o Es Don t forget to include ENEE Month Year ec e the fields From May i 2006 Ei Junior v Status Month Year Applicant Type Co op Intern Detault Resume To May 2008 se Full time Part time j Work Stud Allow Employer Viewing Rye Caren Complete Profile Office Advisor Kim Buchmann Melissa Swan Michelle Ewing i Robert Locke v SC Status Delete Inactive Add Remove El v Qualifiers Overall GPA Degree Bachelor s Certification Master s E Citizenship z lifier me Job Preference Account Management Planning P Mon US Not a to GE Accounting Auditing er US Qualified to Wor Actuarial US Citizen Administration v a Default Resume Has Resume Allow Employer Viewing y Complete Profile w Country yS EN 8 Canada Document Error Exists v Mexico Algeria STEP TWO Select the students who should be included in the resume packet When selecting students to include in the resume packet an administrator can use any of the following methods e click the Select All button to include all of the students in the search results list e select
177. d DOC My Coverletter 10 17 2005 1 22 08 PM view Download Update Remove RTF or PDF format Each file cannot be more Resumes Required Upload File than 1 MB 1024 KB in size Default Document Date Submitted Action One document from each Default Marketing Resume 9 20 2005 1 48 52 PM view Download Update category can be selected when applying to a job or interview schedule Set as Default Resume 4 20 2005 12 44 10 PM View Download Update Remove Set as Default Susan Chen Resume 10 4 2005 3 16 38 PM View Download Update Remove References Upload File Document Date Submitted Action E Letters of Recommendation Upload File NON EMPLOYMENT Document Date Submitted Action RELATED CATEGORIES The file uploaded can be in Microsoft Word DOC Non Employment Related Categories RTF or PDF format or PDF format Placement Evaluation Upload File Each file cannot be more Document Date Submitted Action than 1 MB 1024 KB in size Documents CANNOT be Co op Evaluations Upload File selected when applying to a Document Date Submitted Action job or interview schedule Document Actions Add a new document click the Upload File link View an existing document PDF click the View link NOTE To view documents you must have Adobe Acrobat Reader available for free at www adobe com Download a document Word click the Download link Update an existing document with a
178. d in the Control Information section This should be any day BEFORE Sign up Closed look at the schedule s timeline for the date Interfase User s Manual Page 96 of 271 STEP SIX Optional for any Schedule If the employer indicated that they would like to setup an Info session Then you will need to add this in the Posting Information section of the Schedule Posting Information Edit Schedule ID 95 Job Title Invesment Banker Organization Name General Capital Partners Linked To amp Eric Partner Linked To Jobs Job Location Austin Texas Number of Openings Work Schedule 40 Hours Per Week M F Wage Salary 50 base salary Employment Start Date asap Employment End Date Supervisor Job Description GCP works with middle market companies their creditors and interest holders to provide tailored results for specific goals Our clients rely on our specialized knowledge and innovative thinking to solve their capital problems GCP is committed to adding value to all interested parties in all situations GCP offers an array of specialized services encompassing M amp A private placement of capital and financial advisory and restructuring services Our unique ability to identify solutions to difficult situations has afforded GCP a national reputation as a trusted advisor Application Instructions Submit your resule online to be considered for an interview Preselections Due Date Re Current Signup Method ec
179. d so they can be re viewed or re emailed this includes packets produced en mass Entries in Packet Log will be retained for 30 days Each administrator will only see the packets they have sent in their packet log Ifa packet is emailed the log records the email it was sent to sent from and the subject and body of the email If a packet is re sent it will not change the original sender s information email address and date time created Packet Log Refresh Packet Log Clear Packet Log Packet PacketType Email Address Date Time Created 07 12 2006 FEH Job Referral jason csoresearch com Email Packet Remove N i a Email Packet Remove E The Packet Log hotkey is ALT P Beene Email Packet Remove y Job Referral jason csoresearch com Job Referral D o o 07 12 2006 Job Referral 2 15 PM Email Packet Remove Example of a job referral resume packet A Show Help Aguilera Christy 56 e oe Coppell Ted A mr a ON E Ir a Ee La tl Goodwin Cynthia O riel i mp YN July 12 2006 Hello The students below were referred for the following job Job ID 265 Job Title Copy Editor Organization Name Victoria Advocate f Comments NG Attachments f Pages N F vw Print an E e ez Description on the Document Viewer above 1 Left side contains a Summary this is the cover page b Student name s each student is listed on the left Clic
180. d until a selection is made Press OK to continue or Cancel to stop and review these selections Cancel Interfase User s Manual Page 113 of 271 2 After clicking OK they will need to confirm their selections Confirm Selections First Name Last Name Status Roberts Accepted Chen Not Accepted Smith Requested He Employer clicks Return then they will see the Manage Preselect Activity screen They have saved but not submitted their selections He Employer clicks Submit Picks then they will get this prompt Microsoft Internet Explorer Oh click OK to finalize your selections For this schedule Any students currently marked Requested will be marked as Not Accepted Once your selections we are Finalized an automatic e mail will be sent to each student Click CANCEL to continue making your selections Cancel WARNING If a student is not assigned a status the system will default the student s Status selection to Not Accepted 3 After clicking OK they have saved and submitted their selections Manage Preselect Activity Back Preselects picks have been submitted for this schedule Submitted First Name Last Name Status Documents John Roberts Accepted Susan Chen Not Accepted Traci Smith Not Accepted L check to email packet to self Create Packet Preselect Continuous Schedule Preselection Process 1 After making your status selections and clicking Save Picks you will see the following Micr
181. day February 26 2007 Yes 2 28 2007 2 41 No CLEAR EMAIL LOG The Clear Email Log function allows an administrator to delete the entire contents of the Email Log This can be useful for instance at the end of each semester or the end of a year to start with a clean log making it easier and less time consuming to search through Clear Email Log will clear all processed entries in the log Any unprocessed entries will remain because they may be related to e mails that are currently queued and waiting to be sent Interfase User s Manual Page 158 of 271 REPORTS The Interfase Reporting Tool gives administrators the ability to create reports based on virtually any data in the system To access the Reports menu item highlight the Reports menu under Tools In this section Report Search and New Report will be covered Il Home D ak d Profile gO Databases A Activity Log vo Repor EA Report Search SE Search for existing reports ALT R Packets i i Packets k Create a new report CTRL R Announcements Mass Email Firea i Mass Change Record Merge Syetem Stats Resume Books Resource Library Lipload F Setup REPORT SEARCH and SEARCH RESULTS When generating a report the administrator will have the option to save it STEP ONE To search for a saved report go to Tools gt Reports gt Report Search or use the report search hotkey You can search by the Report s Name
182. dditional Information Career Goal Job Preference Administration Other Information Interfase User s Manual Page 250 of 271 EMPLOYER RESUME BOOKS An employer can access resume books by clicking on the Resume Books menu Below is a list of available resume books Each book contains a specific group of students Once you have opened a book you can view each student s profile and resume Click the tithe to open a resume book E Only students with Accounting Students graduating May 2004 May 2007 an Active status have This resume book contains all Accounting Students graduating May 2004 May 2007 selected Yes to Allow Active Student s seeking a Co op Employer Viewing and Students who are seeking a Co op position only have aresume will show Students with a 3 0 or greater GPA up to employers jdslkflksfdlkfsdylk fdlsjfd dfslkilk Will you use student search and or Resume Books By default Resume Books are not available to employers NOTES Interfase User s Manual Page 251 of 271 EMPLOYER MY JOBS An employer can manage jobs by highlighting the My Jobs menu fi Schedules Career Events Sign Out Job List lt View Job List Create anew job Home My Profile Student Search E Resume Books IS H New Job To view a list of job postings an employer must select Job List My Jobs gt Job List Your account currently contains the following job postin
183. de recipients type your email message and add additional recipients STEPS FOUR SEVEN Refer to steps 4 7 in the MASS EMAIL section of this User s Manual Interfase User s Manual Page 174 of 271 SCHEDULE INFORMATION SESSION MASS EMAIL An administrator can also send students that have RSVP d to an Information Session on a schedule a mass email from the Schedules Database The following steps will guide an administrator through the process of generating a student mass email via the Schedules Database STEP ONE Go to Databases gt Schedules gt Search Search for the desired Schedule STEP TWO Click on the desired Schedule Schedule Search Results Search Results 13 schedules Change Criteria Save Search Schedule Organization Interview ID Job Title me Job Location Date Status Activity 110 Consultant KPMG Boston MA 04 25 2007 Request Active POA U 04 26 2007 Period Open 109 Electrical KPMG Atlanta GA 04 25 2007 Sign up Active POA Engineer Open 114 Auditor KPMG Elizabethtown 04 25 2007 Request Active POA D Period Open Click on the desired Interview Session ID or date This is in the Posting Information section Posting Information Schedule ID 110 Job Title Consultant II Organization Name KPMG Linked To amp Patti Perkins Linked To Jobs Job Location Boston MA Number of Openings Work Schedule Monday Friday 9 5pm Hours Per Week 50 70 Wage Salary 100 000 Employment Start Date
184. dit card payment in Interfase they will receive an email containing a receipt for the payment This receipt is purely for the credit card charge itself and is not related to a specific Interfase site so it is not customizable On their credit card statement an employer or student will see that the charge was processed by CSO Research Inc This information is clearly displayed to them on the credit card entry screen Does CSO Credit Card Processing accept all credit cards No it only accepts payment via Visa and MasterCard Is there a way can easily tell how many payments have been made via credit card and what the CSO processing fees would be Yes in the Event Statistics section of the event if you have CSO Credit Card Processing turned on the statistics show in addition to total fees collected for employers and or students the sub total of fees collected for each via credit card At the bottom of the statistics it will show the total CSO processing fees on these payments lm done with my event how do get the money collected via credit card for employers and or students Any event using CSO Credit Card Processing will show a Request Check function at the top of the event Clicking Request Check will prompt you for information about who to make the check payable to and where to send the check Also if you collected both employer and student payments via credit card you have the option of deciding whether you want one check for the entir
185. e e City Only employers that are active and have selected Yes to Include Communications Media in Employer Directory will show up to students Employer Category srchitecture Construction Engineering Building Arts Arts Admin Museums Libraries Education Day Care Guidance v Majors Student Employer Search Results Search Results 15 employers Change Criteria Save Search Organization Name Location City State Employer Category Jobs Schedules Events Pats o tee Soe MO Staffing Agencies 9 4 0 Austin ISD Education Day Care Guidance 0 0 0 Manpower 4rchitecture Construction Engineering Building 0 0 al To view the employer information a student must click the Organization Name link For example if a student wanted to view the first employer listed he she would click the Patty s Boutique link student Employer Profile Patty s Boutique Profile Patty s Boutique is a Fortune 500 company Location Mytown USA Website www csoresearch com Online Application www csoresearch com application ZS dress Employer Category Staffing Agencies Majors Accounting Address Address Line 1 1234 Main St Information Address Line 2 City St Louis State MO Zip 44484 Phone 314 727 8150 Fax 314 727 8153 Openings Jobs 9 Schedules 4 Events ee Es Only contacts that are active and have selected Yes to Allow Student
186. e Software Engineer SE International Link Software Engineers 3 Position FlightSafety International Types Inc Link Accountant Panpa International Link Electrical Engineer SE International Link If the results did not return the job you wish to link click here to create a new job Microsoft Internet Explorer Would you like to copy data From Job to Placement Information and Job Employer to Work Information Cancel Interfase User s Manual Page 137 of 271 I Click Link next to the desired job then Close Window P Choose OK to copy information from this Job into this new placement STEP C Now you can see that this referral record is linked to the Job as well as the Contact person and Employer that this job is linked to Student Lynn Berger Organization Name FliqhtSatety International Inc Contact Nancy Ferebee Job Accountant Schedule Administrator Sally Ryan Faculty Josh Lucas mme Report A Hire Information Edit First Name Last Name Email Alt Phone Alt Organization Name Placement Information Edit Job Tithe Accountant Department Start Date 02 20 2007 End Date Position Type Full time Entry Level Salary 40 000 00 Pay per Period Annually Estimated Hours per Week 40 Additional Compensation 500 Sign on Bonus Car Yes Source Student Self Reterral Status Active NOTES Interfase User s Manual Page 138 of 271 APPROVING PENDING PL
187. e Change Criteria link Resort the results click on any of the underlined column headers Copy a report click the Copy link Delete a report click the Remove link Access Run a report click on the report e name a eS Under the Access column you will find the Access Level that has been assigned to that report by the administrator that created it A report can be public protected or private e Public Report template can be viewed and edited by any administrator e Private Report template can only be viewed edited by the owner e Protected Report template can be viewed by any administrator but only the owner can edit it Interfase User s Manual Page 160 of 271 CREATING A NEW REPORT To create a new report go to Tools gt Reports gt New Report Below are the five 5 steps to running a report NOTE To create a mail merge document and upload it into Interfase see section below entitled Mail Merge Documents Step 1 Step 2 Step 3 Step 4 Step 5 Select Select Select Save Generate Report Fields Report Report Excel amp Type to Criteria optional Name Report Display EXAMPLE 1 would like to create a Student Report with all the Engineering students in Interfase My report needs to include the student s name phone number email major and GPA STEP ONE Select Report Type New Report Type e Student Mentor Select Student as the Report Employer Type because we are looking for Emp
188. e a student submitting a referral to a job is recorded as a referral so that activity is not additionally recorded in the audit log However if a student simply views a job listing this activity is recorded in the audit log VIEWING THE AUDIT LOG To view a record s audit log access the activity records In the Audits tab section seven days worth of current activity will be displayed To view all of the entries in the audit log associated with a record click the History link Audit Date Audit description Action By 11 24 2004 10 11 07 AM Studenti il Updated document My Student Resume for Studenti 1 11 24 2004 10 09 40 AM Student 1 profile viewed by Contact S Contact Patty Sampson Employer S Lynn Berger 11 24 2004 10 09 33 AM Studenti profile edited by Admini 1 Admin John Smith 11 24 2004 10 08 18 AM Jobi viewed by Studentii Student 11 24 2004 10 08 08 AM Studentii lagged tn Student 11 19 2004 11 54 58 AM Studenti ij lagged in Student 11 18 2004 1 54 40 PM Studentii lagged tn Student 11 18 2004 1 06 44 PM Studentt1 lagged in Student 11 18 2004 12 59 00 PM Employer career event 3 profilef2o Student viewed by Studentii 11 18 2004 12 58 39 PM Studenti ij lagged in Student Wes Examples of Admin Audit log entries Admin logged in Job profile edited Job created Placement created Examples of student Audit Log entries Student logged in Jobs viewed Student uploaded document Stude
189. e 4 Date 3 12 2007 5 23 2007 Timeslots Interview Time Student O 9 00 4M O 9 30 AM O 10 00 Am O 10 30 4M C 11 00 4M O 11 30 4M C 12 00 PM CO 1 00 PM O 1 30 PM O 2 00 PM Afternoon O 2 30 PM BEER O 3 00 pm O 3 30 PM CT 4 00 pm O 4 30 Pm Un assigned Bring your official transcript Active 2 23 2007 3 49 PM 2 23 2007 3 49 PM Signup Method Sign up Open Sign up Closed Add Timeslot Submitted Change Reference Schedule Documents Documents ID Action Edit Reserved Slot Edit Reserved Slot email packet to Oself O employer O employer amp self none Remove Selected Timeslots Create Packet Interfase User s Manual Page 75 of 271 RA Es The Timeslot Template we selected was customized this way You may modify this Interview Session s timeslots It will not affect the default Template that was used to create this interview session OPEN SCHEDULES MANAGING THE WAITING LIST STEP NINE OPTIONAL Managing the Waiting List If you decided to turn on the Waiting List in STEP THREE then the Waiting List function is activated for this schedule This means that once all timeslots are filled on the Interview Session any students who wish to sign up will instead be asked if they want to be added to the waiting list The waiting list must be managed manually by an Administrator There is a system event automatic email that can be emailed to an Administrator when a student cancels
190. e Action column a student can search for employers that have registered to attend by clicking on the Search Employers link When viewing an Employer description the student has the option to drop the resume Under the Activity column a student can view which resumes he she has dropped to employers by clicking on the Dropped Resumes link To View or RSVP for an Event To view a Career event description click the Career Event Name link For example to view the second career event listed click the RESUME WRITING WORKSHOP link Career Event Details Resume Writing Workshop 12 15 2004 1 00 00 PM 12 15 2004 4 00 00 PM Mesquite Room Bentsen Bldg In a very keen job hunting environment having a good resume and cover letter is the first step to land the coveted job In the 21st century job seekers are faced with the challenge of more applicants than job available in the Market 45 such a very targeted resume and cover letter for the job that one is seeking is the bare essential to land the Interview for the job that one desires A student can RSVP to attend an event by clicking on the RSVP to Event button Interfase User s Manual Page 61 of 271 To View and Search Employers Attending this Event SPRING CAREER FAIR Calling all Sentors 2 27 2007 10 00 AM 2 27 2007 3 00 PM McAllister Auditorium Mark Your Calendars This is an excellent opportunity for students to meet with over 150 employers from across the
191. e Employer registrations list Employer Registration Profile Career Fair Search gt Event gt Employer Registrations gt New Employer Event Registration gt Event Regist Viewing Employer Registration Caterpillar Inc Registration Information Registration Date 01 20 2005 Linked To amp Erin Scheckler Registration Information Organization Name Caterpillar Inc Department Notes First Name Erin Middle Initial Last Name Scheckler Address Line 1 100 NE Adams St 4B 1490 Address Line City Peoria State IL Zip Code 61629 1490 Phone 309 675 8267 Fax 309 675 6476 E mail jason csoresearch com Website www Cat Om Show Contact Info No Overview Additional Information Logo E Es Show Contact Info Select YES to display contact information to students Attending Recruiters Edit Ho attending recruiters have been specified Profile Information Edit Positions Available Majors click Add Degrees Sought Job Categories Position Types Citizenship Select Fees gt ee Description Amount Quantity Total Fees 0 00 Payment Notes Adjustment Amount 0 00 Adjustment Description Amount Paid 0 00 PO Number Pay Status Not Paid Payment Information SA Payment Date Es lf a material was assigned as an Approval Packet when the status email document to is changed from Pending to Active O s
192. e Job Location Post Date Austin Dallas San Antonio 2 3 2005 Mefarland ND Full time Part time Austin TX Full time Part time Victoria TX Full time Part time Austin TX Far West Hawaii Full time Part time Houston TX PitneyBowes Copier Systems Div Walt Disney World College Program Full time Part time Orlando FL Full time Part time LZ Click on the Job Title or Job ID to view the job s profile 4 1 2004 5 16 2005 7 1 2006 6 6 2006 7 14 2006 7 27 2006 8 9 2006 8 11 2006 8 16 2006 9 5 2006 9 13 2006 1 24 2007 9 19 2006 9 19 2006 9 26 2006 10 2 2006 10 25 2006 10 25 2006 Change Criteria Save Search Expiration Date 7 24 2007 4 5 2007 5 26 2007 Faculty can not view any of the activity records associated with Jobs Placements Referrals Observation notes or Audits BA Es Re sort Columns Click any column header that is underlined to sort the search results by that field in ascending order Click the column header again and the results will be sorted in descending order Save Search Click Save Search to save this job search Interfase User s Manual Page 270 of 271 Faculty Job Profile Position Information Job ID Job Title Job Reference Num Organization Name Referenced Schedule No of Openings Work Schedule Hours per Week Wage Salary Employment Start Date Employment End Date Supervisor Job Description Posting Information J
193. e Last Name Employer Name Industry Abraham Lincoln Lincoln Ford Jason Lanham CSO Research Victoria Lane eve Consulting Jean Mentor CSO Research High Tech Mr Mentor welldone C50 Research James Madison Dell Computer High Tech Anonymous Mentor CSO Research High Tech 1 Interfase User s Manual Page 237 of 271 To view the mentor s profile click the first or last name link When viewing the mentor profile there are three 3 possible scenarios e MENTOR HAS REACHED CONTACT LIMIT The count resets per month so the student would have to wait until the next month to contact this mentor Memo Mentor Contact Limit Reached Mentor First Name Victoria Middle Name Last Name Lane Maiden Name Cultural Background Hispanic for Spanish Employment Information Employer Name 2 Consulting Job Tithe Consultant This mentor has reached their requested contact limit for this month e STUDENT HAS REACHED THE CONTACT LIMIT The count resets per month so the student would have to wait until the next month to contact any additional mentors Memo Mentor Contact Limit You have exceeded your mentor contact limit for this month Reached Student Personal Information First Name Mr Mentor Middle Name Last Name welldone Maiden Name Cultural Background Employment Information Employer Name CSO Research Job Title support e STUDENT SEES THE CONTACT MENTOR BUTTON The student and men
194. e amount or two checks one for the employer amount and one for the student amount If you select two checks you can enter separate information for each check Once you have submitted the check request and email is sent to CSO Research for processing CSO Research will use the entered information to generate a check and send it The amount of the check will be all collected payments minus the CSO processing fees Interfase User s Manual Page 56 of 271 EMPLOYER CAREER EVENTS An Employer can access active career events that have a current employer post date by clicking on the Career Events menu Career Events List Career Events Ra Career Event Name Start Date End Date Location Action Activity e An Employer can Local 4ustin Career 10 21 2003 10 23 2003 Sauce View Registration Dropped Fair S 00A4M 5 00 PM Resumes view their dropped resumes by clicking on Utah Career Fair 02 15 2003 02 15 2003 Ogden UT Edit Registration the Dropped Resumes 8 00 AM 10 00 AM l We link under the Activity SPRING CAREER O5 fe7 2004 O5fe7 2004 Mcallister Column FAIR 10 00 4M 3 00 PM Auditorium Register 1 Under the Action Column an Employer can have the following options e Blank The Employer cannot take any actions This event is either not allowing registrations or the registration period has ended e Register If the event is accepting online Employer registrations the Employer will be able to register to attend the even
195. e in the search results page oie fe be Student Profile Home My Profile Databases Tools Help 4 Sign Out VIEW DOCUMENTS click this link to view the documents resumes cover letters etc for this student VIEW ACTIVITY click this link to view this student s Placements Referrals Observation Notes Schedule Activity and Audit history DELETE click this link to Student Search gt Student Profile View Documents View Activity Delete Yiewing student Print Forms ec Personal Information x Record ID 3 First Name Susan Cover Letter Template Middle Name b Resume template Eege alias permanently remove this student Brg nm D DH User Name csostudent profile this will also remove all Password student Ke documents and activity for this singe record merge from the student profile For more information on how to create a single Record merge template please reference the Supervisor s Guide Permanent Phone Permanent Phone 2 Local Address Line 1 Local Address Line 2 512 222 7819 512 894 7894 3800 Charco Rd ge d Permanent Address Line 1 4100 N Saint Mary s 74 H Permanent Address Line 2 student Ce Permanent City Beeville An administrator can create a Permanent State TX Permanent Zip 78102 Local City Beeville i Local State TX For example An admin may want to have a Local Zip 78102 resume cover letter template or a w
196. e made Applicants will D SHOULD be filled in for a EE v Current Signup Method Preselect Schedule if you want an Allow Waiting List yes w email reminder to be sent to the Preselections Due Dat E Choose Request Period Open if employer Current Signup Method e this schedule s request period SE should open today ae atus active v This will be the day before the l Accepted Students Sign up Leave blank if this schedule s Opens date request period will open tomorrow or Interfase User s Manual EES Page 77 of 271 STEP FOUR Complete the Timeline section The Timeline is what controls and determines what type of schedule you are creating In this example we are creating a Preselect Schedule There are two different options you can follow to create the Timeline Option 1 Setup each timeline sign up method individually Option 2 Import timeline sign up methods with an existing template Recommended Option Yiewing Schedule 4 Retail Management Trainee S Manage Timeline Back s Activation Date Signup Method ADD NEW EVENT Add each Add New Event ks Signup Method and the desired Signup cae Activation Date Method Request Period Open 4 A i IMPORT EVENTS Choose Import Events Schedule Timeline Name Friday Preselect Date the desired Timeline template and enter the interview schedule date OPTION 1 Setup each timeline sign up method individually
197. e of schedule you are creating In this example we are creating a Preselect Continuous Schedule There are two different options you can follow to create the Timeline Option 1 Setup each timeline method individually Option 2 Import timeline methods with an existing template Recommended Option Yiewing Schedule 4 Retail Management Trainee BA d Manage Timeline Back Activation Date Signup Method ADD NEW EVENT Add each Wem Signup Method and the desired Activation S Activation Date cee Date Preselect Continuous Open To Requests e IMPORT EVENTS Choose Import Events the desired Timeline template and enter the interview schedule date Schedule Timeline Name Friday Preselect Continuous e Date OPTION 1 Individually add each Sign up Method a First we need to add the Preselect Continuous Open To Requests method to the timeline Yiewing Schedule 4 Retail Management Trainee Manage Timeline Activation Date Signup Method Add New Event Activation G71272007 add Event 3 Preselect Continuous Open To Requests A aer SE SEvent Import Events Schedule Timeline Name Friday Preselect Continuous J Date STEP ONE Choose Preselect Continuous Open to Requests STEP TWO Enter Activation Date STEP THREE Click Add Event b Second we need to add the Preselect Continuous Closed To Requests method to the timeline Vie
198. e packet to none then the resume packet will load in another window this packet will NOT be emailed Interfase User s Manual Page 200 of 271 SCHEDULE INFORMATION SESSION PACKET A Schedule Information Session Packet contains a cover page and the default resume for each student RSVP d to a specific schedule An administrator can create an information session packet from the schedules Database in the Posting Information section E An employer contact can also create an information session packet from the Schedule profile The following steps will guide an administrator through the process of creating an information session packet STEP ONE To view the information session for a specific schedule you must first search for the schedule Go to Databases gt Schedules gt Search Schedule Advanced Search Let Reset Keyerord s Schedule i Intervinw Cate Ey a EI Session H Organization Name kreng Schedule Reference First Sane l Analicant Type Co op Intern Last ame g fous eet Careifttrattnnz ikra A Freshman Stat Acie ebtenorg t llid Jmmor Ka mee Lewes Graduation Range Month Year Pandang From w w Citizenship Han uS mor Qualified to wark Menth Year Hon US Quadified to won US Cat 1 fo W Ki Majors elick Add Minimum GPA Picks Submnaltted w Qualifiers search Reset Search Results 13 schedules Change Criteria Save Search
199. e requested resu Body Below you will find 4 link to the resume packet you requested Please click the link to see the resumes for those students that met your search criteria Po d a he After you click Continue the following pop window will load Microsoft Internet Explorer EA E TO this field will populate with the choice you made in STEP THREE In this example we selected employer and self More email addresses can be added to the TO field as long as each is separated with a comma FROM this field will populate with the email listed under you Admin profile click the My Profile menu Only ONE email address can be in the FROM field SUBJECT and BODY the default subject and body for all Student Resume Packet emails can be customized under Tools gt Setup gt Templates Student Packet For example you may wish for the subject line to have the name of your school at the front i e CSO University STEP EIGHT Check the Email Log All emails sent by Interfase are logged in the Email Log Go to Tools gt Activity Log and select the Email Log tab Administrators should check the log to verify that their email was sent successfully The Email Log shows the sender recipient and subject of that email Interfase User s Manual Page 192 of 271 STUDENT PACKET VIA PACKETS The second way that an administrator can create a student resume packet is from the Resume Packet function in Packets Use
200. e viewable to Administrators resumes of Accounting students graduating You may choose to have them between May 2006 May 2008 viewable to Employers and or Students STEP FIVE Search for the Employer that will be linked to each referral record Here we are searching by the Organization Name Click Contact or Employer under the Action column In this example we will click Contact next to Jason Lanham First Name _ Last Name E Organization Name cso Organization Name LastName FirstName Username Email Es CSO Research Inc Robert Evan csoemployer katrina csoresearch com Contact Employer Choose CONTACT and each This employer has more CSO Research Inc Abbott Glen Abbott_Glen jason csoresearch com Contact Employer referral record will be linked to CSO Research Inc Naranjo Eric economic katrina csoresearch com Contact Employer than one contact eres CSO Research Inc Garza Katrina csoadmin Contact Employer BOTH the contact person and CSO Research Inc Smith Kenmar csotester98 Contact Employer employer All contacts will be listed cso Research Inc Lanham Jason jason jason csoresearch commam gt Contact Employer CSO Research Inc Garza Katrina csol katrina csoresearch com Contact Employer Choose EMPLOYER and each CSO Research Inc Kratzer Bey bkratzer Contact Employer referral record will be linked ONLY CSO Research Inc Pre
201. earch com jean csoresearc have a pop up blocker program installed on your computer Set From joan csoresearch com ee the program to allow pop ups for Subject CSO University Here is the requested resu the https www myinterfase com Body website A amp verdana Below you will find a link to the resume packet you requested Please click the link to see the resumes for those students that submitted a referral for this job d Zi D Kl Interfase User s Manual Page 195 of 271 Once the email has been modified click the Continue button A confirmation message displays notifying the administrator that the packet is being processed Click OK Microsoft Internet Explorer Email sent BS CSO University Here is the requested resume packet Message HTML File Edit view Insert Format Tools Actions Help ja Reply 2 Reply to All Forward ME HEE Le LG H r e l U AES From A jean csoresearch com To Jean McCoy LC Subject CSO University Here is the requested resume packet Hells Below you will find a link to the resume packet you requested Please click the link to see the resumes for those students that submutted a referral for this job A Es Link to job referral Click here to VIEW the document k ee E resume packet STEP SEVEN Check the Email Log All emails sent by Interfase are logged in the Email Log Go to Tools gt Activity Log and select the Email Log t
202. ection and click Manage Registrations Locate the employer registration you wish to manage and click the organization name Any employer registration that paid via credit card will have a link in the Payment section called View Transaction Details This link will allow you to see any credit card transactions that have occurred for the employer registration including charges and refunds Here you have several options d If you just need to review the payment information simply look in the Payment section Note that in an event set to use CSO Credit Card Processing you will not be able to change the payment method for an employer registration once it s been created This is the only way to assure that integrity of the payment information For instance if it were editable then someone could easily change payment method from credit card to cash without refunding the credit card payment Additionally if the employer registration has been paid via credit card you will not be edit the payment status paid amount or payment date In the case of a credit card payment these fields are all controlled by the system as credit card payments are processed If you need to charge an additional amount on an employer registration you can either make additional fee selections in Fees that increases the Total Fees or in the Payment section you can add additional fees in the Adjustment Amount field If you make any change to the employer registration that causes the A
203. ectory Job Search Schedules Career Eveats Mentor Search Lol Sign Out Student Mentor Search Criteria Please select applicable criteria below to search for jobs that match your objectives Memo Mentor Search For multi select criteria hold down CTRL while you click to select more than one Note Keyword will search against the mentor s employment information and education history including majors studied Employer name is not included in the keyword search as it has it s own search field Mentor Search Keywords Employer Name BA Es Only mentors that are active and have Industry Accounting a selected Yes to allow Architecture student contact can be Engineering seen by students Food Production Country canada i Job Function Finance Mexico USA Management Marketing Product Development y Degree most current Bachelor s Cert Masters CoCurricular Activities academic Honor Society Music Theatre Dance Group Peer Counselor Tutor Student Professional Organization Student Mentor Search Results The following mentors meet your search criteria e To view mentor information Click the mentor s name Memo Mentor Search Results e To sort the list of mentors click on any column heading To perform another search Click Change Criteria Search Results 7 mentors Change Criteria First Nam
204. ed Actuarial Majors click Add Classification Alumni Freshman Sophomore Junior Wage Salary Job Search Results Job Search The following jobs meet your search criteria Memo Job Advanced To view job information Click the job id Search Results To sort the list of jobs click on any column heading To perform another search Click Change Criteria Search Results 553 jobs Change Criteria Save Search Job ID Job Title Organization Jame Applicant Type Position Type Post Date 1209 Sous Chef Victoria Advocate 11 1 2005 Prepare ingredients for breakfast and lunch meals at the Victoria Advocate cafeteria 4 263 BD Instructor High School Perry Cnty School Dist 32 Part time 10 28 2005 s Position begins Jan 4 1999 or sooner if possible Click any column header that Send copy of transcript credentials teaching certificate amp resume of work experience to M more 893 Social Studies Teacher Part time Position Lebanon CUSD 9 Part time 10 28 2005 IS underlined to sort Position for the remainder of the 1998 99 school year the search results S i Send resume by Nov 10 1998 to Wendy L Davis Supt Lebanon CUSD 9 200 W Schuetz St Le more by that field In 1208 Reporter Victoria Advocate Full time Part time 10 26 2005 ascending order Report on Arts amp Entertainment in the Victoria area Click the column Fall Teacher of
205. ed Schedule ID Ee TOUDIOVE Si Contact Glen Abbott Scott Roberts Annette Meyer Terry Jones Katrina Garza Patty Sampson Harlan Briggs Joe Woodward Evan Robert Allyn Lyle Job Schedule e Calendar Schedule Calendar w Sunday 25 Monday 26 Tuesday 2f QUICK LINKS The Quick Links section allows you to quickly view all Observation notes you have created as well as any searches or reports you have saved The Quick Links section will vary with each Administrator Quick Links Observations This is the total Observation Notes that are linked to your Admin profile Click on the number to view details Saved Searches These are searches that you have saved These are reports you have designated to appear under your Quick Links To view all reports in your system go to Tools gt Reports gt Search Observations 62 Saved Searches lt X KPMG Schedules Students without gt d resumes Active Accounting Es Click on the red X to remove a Saved Search or Saved Report from your Quick Links Students ee oe NOTE Removing a report from the Quick Links section will not remove the Report from your System It will only E areer rair f f ENEE remove it from your Quick Links To remove a report go to Tools gt Reports Observations Studen Resume Review X All Active students X Active Primary Contacts Interfase User s Manual Page 15 of 271 CALENDAR
206. ed for that interview schedule They can click the Change Documents icon to change those submitted documents MY ACTIVITY EVENT RSVPs A student can view his her Event RSVPs by clicking on the number next to Event RSVPs or selecting the RSVPs tab Activity Information Referrals 8 Placements 2 Schedules 6 Event RSYPs 3 The following event rsvps have been recorded for you Es When viewing the career event description students will Career Event Name Start Date End Date Location have the ability to cancel their SPRING CAREER FAIR 5 26 2005 10 00 00 4M 5 22 2005 3 00 00 PM McAllister Auditorium RSVP Interview Skills Workshop 12 22 2004 4 30 00 PM 12 22 2004 5 15 00 PM Retama Auditorium e To view the corresponding event click on the Career Event Name for each rsvp Resume Writing Workshop 12 15 2004 1 00 00 PM 12 15 2004 4 00 00 PM Mesquite Room Bentsen Bldg 1 To view a career event description click the Career Event Name link For example to view the first career event listed click the SPRING CAREER FAIR link Interfase User s Manual Page 231 of 271 STUDENT EMPLOYER DIRECTORY A student can access the employer directory by clicking on the Employers menu item Home My Account bel Employer Directory Job Search Schedules i Career Events Mentor Search Sign Out student Employer Search Employer Search Organization Name O Employer ID O O Location OE Stat
207. egister for the Career Event The first day that late fees will be assessed The last day employers can register for the Career Event The last day employers can see the Career Event Interfase User s Manual Page 41 of 271 Event Profile Continued ds Materials Edit Career Fair Agenda This material provides the agenda for the fair Campus Map Lise mapquest to receive driving directions to our campus Our address is 555 Main St Austin Ta 55555 Hotel Information This material provides a list of hotels near or around the Austin area Dropped Resumes This material will provide you information on dropped resumes What is a dropped resume How do I print dropped resumes kel Event Fees Edit Employers Notes Attendance Fees 6 Quantity Fees 1 Item Fees 2 Employers Manage Registration Employer Registrations 2 Student RSVPs User Name First Name Last Name Email address Action B Adler Beverly Adler badler student com Remove csostudent Lynn Berger jJason csoresearch com Remove Bryan Christopher Bryan bryanchritesuym emporia edu Remove JonDoel den Doe JonDoel unknown7 com Remove D Grider Diane Grider Qriderdi esuym emporia edu Remove Miacobs Mark Jacobs mjacobs emailme com Remove moran Daphne Moran dmorani ectc edu Remove 1 See also Managing Employer Registrations section entered in the RSVP Start and End Date fields email packet to O self O employer employer amp self
208. ekends Wage Salary 40 000 124 000 MK Pana eslan ass nt Oba Maba RIAL Es EDITING SCHEDULES if you allow employers to edit a Schedule it s status will NOT be changed to Pending Requirements Minimum GPA 3 2000 Citizenship US Citizen Graduation Start Interfase User s Manual Page 111 of 271 CREATING A NEW SCHEDULE REQUEST Employer Contacts can submit a new Schedule Request This function allows employer contacts to complete and submit basic information Posting Information Requirements and Interview Request Preferences These requests have a Pending status and need to be approved and finalized by an Admin See section APPROVING PENDING SCHEDULES This new menu option is turned off by default so that you can determine which fields should be viewable and or editable by employers within the schedule profile Posting Information Job Title Organization Name KPMG Job Location Work Schedule Hours Per Week Wage Salary Employment Start Date Employment End Date Job Description Application Instructions Status Pending Requirements Minimum GPA Citizenship Non US Not Qualified to Work Non US Qualified to Work US Citizen Graduation Range Month Year From S Ei Month Year To a b Classification Alumni A Freshman Sophomore Junior si
209. eld Use a comma to separate each address To jean csoresearch com katrina csoresearch From jean csoresearch com Subject CSO University Here is the requested resu Below you will find a link to the resume packet you requested Please click the link to see the resumes for those students that have signed up for this interview session f lt a S EMAIL OPTION 3 NONE If you selected to email the packet to none then the resume packet will load in another window this packet will NOT be emailed MASS EMAIL TO ALL EMPLOYERS If you wish to mass email the Student RSVP packet to all employers follow these steps 1 Email the Student RSVP packet to self You need to do this to copy the body of that email later 2 Goto Tools gt Reports gt Mass Email gt New Mass Email 3 Email and Query Type The Email Type Event Employer Email and the Query Type Career Event Employer Registration Email Type Mentor Email A Event Employer Email i Event Recruiter Email Faculty Email v Query Type P A a A E AEAEE Career Event Resume Drop Interfase User s Manual Page 208 of 271 4 Select Criteria It s preferable to query by the Career Event ID however you may choose to query by Event Name Select Criteria for EventEmployer Mass Email Database from which to Add EventEmployer Mass Email Criteria STEP ONE Choose CAREER EVENT Enter criteria to add Field Name Comparator
210. elf O employer O employer amp self none the system generated email is sentto Qualifiers ig registration and includes a link to the W approval packet and invoice if tes Edit selected Status Pending Modified 01 20 2005 5 33 PM Interfase User s Manual Page 46 of 271 EVENT EMPLOYER REGISTRATION ADDING ATTENDING RECRUITERS To add recruiters that will be attending the event click the Edit link in the Attending Recruiters section of the Event Employer Registration Profile Attending Recruiters edit No attending recruiters have been specified Complete the Recruiter Name Recruiter Phone and Recruiter Email fields Click the Add button Attending Recruiters No attending recruiters have been specified Es All recruiters that will be attending the event including the Linked To contact must be added to this section in order to be included in the Name Badge report Add New Recruiter Recruiter Name sd Recruiter Phone sd RRecruiter Email faa Repeat this process until all recruiter information has been added Once the Attending Recruiters section has been completed click Event Registration in the cookie crumb trail to go back to the Event Employer Registration Profile EVENT EMPLOYER REGISTRATION SELECTING FEES To select the fees for an Employer registration click the Select Fees link in the Fees section of the Event Employer Registration Profile Select Fees
211. emplate Click Save Add Session Options Please select how you wish to add a new session to this schedule Create New Session O Link To Existing Session Session Information Interview Date 5725 2007 Interview Room D I macci Es Fill out the details nterview Room E un assigned Interview Location ue army Interviewing Room Session Information pring your official transcript Status active v Configure Timeslots Interview Duration nr Timeslot Break Period o Ra First Timeslot Start Time 1 am OPM Last Timeslot Start Time _ aM Opm Import Timeslots Timeslot Template 30 MIN 9 00 4M 4 30 PM ze ie Choose a Timeslot Template 30 MIN 9 00 AM 4 30 PM 45 MIN 8 45 AM 4 30 PM Now you will see this screen Session Information Edit Session ID 113 Linked To Schedules 4 Retail Management Trainee Organization Name Patty s Boutique Interview Date 05 25 2007 Interview Duration 30 Interview Location US Army Interviewing Room Room Assignment Un assigned Session Information Bring your official transcript Status Active Created 2 23 2007 3 49 PM Modified 2 23 2007 3 49 PM Recruiters Recruiter Patty Sampson Timeline For Schedule 4 Date Signup Method 3 12 2007 Sign up Open 5 23 2007 Sign up Closed Timeslots Add Timeslot Submitted Change Reference Schedule Documents Documents ID I
212. enior Alum Senior Co op Intern Full time Part time Work Study Sophomore Full time Part time Co op Intern Full time Part time Full time Part time Full time Part time Co op Intern Full time Part time Full time Part time Full time Part time Co op Intern Full time Part time Full time Part time Cl check to email packet to self Junior York Study Senior Alumni Senior Freshman Alumni Alumni Senior May 2005 May 2005 May 2005 December 2005 May 2005 December 2005 May 2005 May 2005 May 2007 May 2005 December 2006 December 2005 May 2007 May 2010 January 1992 December 2005 May 2017 BA Interfase User s Manual Page 249 of 271 section on the Home page E To create a Student Resume Packet click Create Packets Employer Student Profile view Resume E Below you will find detailed information for this student Click View Resume above to view this student s resume NOTE To quickly send an e mail to this student click the student s e mail address Personal Information First Name Last Name Permanent Address Line 1 Permanent Address Line 2 Permanent City Permanent State Permanent Zip Perm Country Permanent Phone Permanent Phone 2 Local Address Line 1 Local Address Line 2 Local City Local State Local Zip Country Local Phone Local Phone 2 Email WebSite Lynn Berger 123 Penny Lane Austin Ta 78745 USA 512 554 45695 1
213. er Forgot your password Are you going to allow students to self register to create their own profile NOTES Are you going to let the system email users their forgotten passwords NOTES Interfase User s Manual Page 220 of 271 STUDENT SELF REGISTRATION New users must click the Click here to Register link to create a new account For further assistance please contact our office at xxx XXX XXXX User Name Password M C iCk here to register Forgot your password By default all of the sections of the student profile are turned on when a new student registers The following is part of the page that a student sees when registering for the first time Student Registration First Name Middle Name Last Name User Name Password Perm Address Line 1 ft Permanent Address Line 2 DO O OE Permanent City oOo O OE Permanent State Permanent Zip Permanent Phone fo Permanent Phone 2 ft Copy Above to Address E Below EE unn Do you want to turn off sections from the student registration profile NOTES A student must complete a profile and upload a resume if required in order for the Submit Profile screen and button to appear By default a resume is not required during the registration process Do you want to require students to upload a resume during registration NOTES Interfase User s Manual Page 221 of 271
214. er assistance please contact our office at xxx XXX XXXX UserName Password Click here to register Forgot your password NOTES Interfase User s Manual Page 254 of 271 MENTOR SELF REGISTRATION New mentors must click the Click here to Register link to create a new account For further assistance please contact our office at xxx NNN NNN ef User Name Password tege Click here to register Forgot your password REGISTRATION PROFILE Personal Information section Personal Information First Name Middle Name Last Name Maiden Name User Name Password Line 1 Line 2 city State Zip Country Phone Phone 2 Email Alternate Email Cultural Background Allow Student Contact Student Contact Method Show Address Show Phone Show Alternate Phone Show Email Show Alternate Email For Anonymous Contact Use Alternate Email Additional Student Mentor Contacts for one month only D No p Ho we Ho e No we Mo se Ho se E 4 4 4 Allow Student Contact select Yes if you wish to allow students to contact you directly If you select Yes you must also make a selection under Show Contact Method Show Contact Method select Anonymous or show Contact Info Anonymous will prevent students from seeing your actual contact information but will allow them to submit an email to you through our
215. er databases until Administrator Sally Ryan after you save it Faculty Date 02 27 2007 Control Information Referral Method Referral TYpe administrator Referral Oo Status STEP THREE Optional Link this referral record to other databases Let s link this to a Contact person Link Information Student Lynn Berger Organization Name Contact so IS STEP A Click the chain Administrator es Sally Ryan link next to Contact Faculty Date 02 27 2007 Control Information Referral Method E mail v Referral Type Administrator Referral ze gt Status Referred Y Modified 2 27 2007 12 28 PM Interfase User s Manual Page 133 of 271 STEP B In the pop up window search for the Contact person by typing in a First and or Last Name Click the Search button F Re Link Microsoft Internet Explorer Editing Referral record 7071 Contact Currently Linked To Quick Assign to Record Search Criteria Record ID Organization Name Name Action E Click Link 976 50 Research Inc Geoffrey Parker Link next to the desired contact then Close Window Close Window STEP C Now you can see that this referral record is linked to the Contact person and Employer Click the Save button when done Link Information m TT Student Lynn Berger Organization Name C50 Research Ine Contact Geoffrey Parker Job Administrator Sally R
216. es Qualifying and Non Qe ALFIED SCHEDULES TTT Only schedules that a student qualifies for will be displayed under the Qualified Schedules menu A student will be able to sign up or request an interview from this menu 4 Schedules Re ID Job Title Organization Name 51 Account WOAT News Radio s EE Executive ID with a SC S 46 Candle Kat s Candle Factory with a a Technician arrow next to e pas 5 Disney Intern Walt Disney World indicates that the College Program student has b 53 Jean s Preselect CSC Research Inc performed an Tast action on the EE schedule Interviews Location Date San Antonio 12 14 2005 TA 11 02 2005 Orlando FL 11 04 2005 Austin TX 11 25 2005 Current Signup Method PRS Open PRS Open Open PRS Closed Es Students can view their Schedule Activity by going to My Account gt My Activity Schedule Activity tab REVIEW When creating a schedule the administrator defines the schedule s requirements and whether any of those requirements are also screening requirements If an administrator checks any of the screening options the student is REQUIRED to meet those NOTES Interfase User s Manual Page 107 of 271 VIEWING AND APPLYING FOR A QUALIFIED SCHEDULE A student can access a schedule profile by clicking on the schedule ID or the job title in the search results page A student must have a resume in order to apply for an interview schedule lf a student does not have
217. est Period Open Edit Remove be made to the Timeline Se Sea Period sten Edit WEE entries by clicking on the 4 30 2007 Accepted Students Sign up Open Edit Remove Edit link next to the 5 14 2007 Alternate Students Sign up Open Edit Remove Signup Method 5 23 2007 Sign up Closed Remove Add New Event Activation Sign up Closed v A 05 23 2007_ Add Event Import Events Schedule Timeline Name Friday Preselect v Date OPTION 2 Import timeline sign up methods with an existing Timeline Template a Weneed to choose the Timeline template to be copied and enter the Interview date NOTE If this schedule will span more than one date enter the earliest interview date Yiewing Schedule 4 Retail Management Trainee Manage Timeline Activation Date Signup Method Add New Event Activation Method Sign up Closed K i eet ven STEP ONE Choose a Timeline Schedule template Timeline Name Friday Preselect v Date Add Timeline STEP TWO Enter the Interview Schedule Date STEP THREE Click Add Timeline Import Events Interfase User s Manual Page 79 of 271 Here is the completed timeline for a Preselect schedule with Alternates Viewing Schedule 4 Retail Management Trainee Es Modifications can be made to the Timeline entries by clicking on the Edit link next to the Signup Method Manage Timeline Activation Date 3 12 2007 4 13 2007 4 30
218. eturn the job you wish to link click here to create a ae new job Interfase User s Manual Page 145 of 271 You will then be presented with a new job record After you save this new job record the system will take you back to the Placement profile STEP THREE Now you will want to approve the placement profile by updating the status IMPORTANT NOTE The Placement profile and Report a Hire function are configured differently within each Interfase system It is important to contact Support to setup these functions properly in your system Interfase User s Manual Page 146 of 271 Information Notes VIEWING AND CREATING OBSERVATION NOTES An Observation record is a place where an administrator can create notes to document counseling sessions phone conversations and so on Observation notes are available to administrators only Observation notes can be seen by all administrators or can be restricted by a assigning a private type VIEWING AN OBSERVATION NOTE To view an observation note access the activity records In the Observations tab section find the observation note and click the View link under the Action column Observations Observations add New Observatio view all LS Click the View All link Submit Date Subject Administrator Status Action to view all Observation notes in one window 10 1 2004 3 19 PM StudentJob Search John Smith Student Job Search View Remove 9 12 2004 1 00 PM Resume Review kim
219. ew Referral Job 1164 Credit 4nalyst Michele Smith Submitted 01 31 2007 New Referral Job 1164 Credit Analyst Traci Smith Submitted 01 31 2007 New Referral Job 1164 Credit Analyst Teresa Walker Submitted 01 31 2007 Current Signup Method Request Period Closed Y Make Selections Schedule 104 Reporter KPMG IMPORTANT If you have enabled the System Event Automatic Emails for these two events then the employer will have received these tasks via email and will not need to address the items in their My Task List Saved Searches The Saved Searches function allows the employer to save Student Searches as quick links This allows for quicker searching if they find themselves always running the same searches Quick Links EA z A j repor a Mre Report a Hire Es Saved Searches My Task List Saved Searches 1 Click on Accounting Seniors to regenerate the X Accounting Senior search This option always pulls the latest results 2 Click the red X to delete the saved search Interfase User s Manual Page 247 of 271 EMPLOYER MY PROFILE An employer can view and edit their profile by clicking on the My Profile menu Employer Information ledi G Organization Name Austin T Website Employer Category Address Line 1 Address Line city State Zip Map of Address Above Phone Fax Profile Location On line Application Address Bankers Life amp Casualty w
220. ewing by students and employers STEP 6 Click the Upload button NOTE When a new folder is created it will initially appear at the root level of the tree To nest a folder select it and drag and drop it in the desired location See To re organize an existing resource or folder in the Managing the Resource Library section for more information on organizing the Resource Library Once you have completed the process of creating a new resource the resource will be available in the Manage Resource Library section under the applicable folder It will also immediately be available to students and or employer contacts in Resource Library on their respective Home pages MANAGING THE RESOURCE LIBRARY Managing the Resource Library consists of editing and re organizing existing resources and folders To edit a resource or folder in the Resource Library go to Tools gt Resource Library F Toos Sign Out Lf Activity Log Reports Announcements Firewall Resume Books To Upload Categorize and Manage a Library of Information Documents Setup STEP 1 In the Manage Resource Library section select the folder or click on the next to the folder category to select the resource that you wish to edit Interfase User s Manual Page 218 of 271 STEP 2 Make the necessary changes a Resource When editing an existing resource you have the ability to change the resource title and the Available To options You can use the Action
221. file Behunek Jan jbehunek Colorado State University Computers Active 12 13 2005 Trump Donald vourfired Trump Enterprises Real Estate Active 12 13 2005 LZ Interfase User s Manual Page 150 of 271 LINKING ACTIVITY RECORDS Referrals Placements and Observations are linking activity records Linking records can be linked to one record from each database The screen shots below illustrate an Observation s links The observation below is currently linked to an administrator and a student The following are the steps to linking the Observation to an employer EXAMPLE An administrator can create an Observation Note and link it to a student and an employer if the Observation pertained to both By linking it to both you will be able to view and edit this Observation note from either the employer or student profile STEP 1 Click the ss chain link next to Employer Administrator amp John Smith Student amp Lynn Berger gege e Contact Job Schedule Faculty es STEP 2 A pop up window will appear There are two ways to link to a database You can either use the Quick Assign to Record OR search for their record using the search criteria Admin Be Link Microsoft Internet Explorer Editing Observation record 124 Quick Assign to Record Es QUICK ASSIGN TO RECORD If you know the Employer record ID you i Link button Organization p TER company Currently Lin
222. ge 3262 8 Scheckler Erin Erin Scheckler Caterpillar 309 Active Active PROA Inc 675 0 1 0 8267 g Cronin Kevin Kevin Cronin Rite Way to Anywhere 618 Active Active PROA Interfase User s Manual Page 28 of 271 CONTACT PROFILE Access a contact profile by clicking on the Record ID or Username in the search results page Contact Profile Home My Profile Databases Tools Help 4 Sign Out Employer Contact Search gt Employer Profile Viewing Employer Contact Patty Sampson EA View Activity Delete Es TO RELINK THIS CONTACT TO A DIFFERENT EMPLOYER Employer Informatione gt Step 1 Click the chain link next to Employer Information Employer ID 3 Step 2 Search for the correct Organization Name Patty s Boutique ee employer locsHanctesdquarters Step 3 Click LINK next to the Se Website www pattysboutigue com SC SE cI Wind FR Employer Category Retail Sales E Commerce ep 4 UllcK tne Jop VWINGOW 4 S 2 i D Address Line 1 123 First Street button e Sg Address Line 2 Suite 200 An administrator can create a e l f City Austin singe record merge from the employer State TX contact profile For more information on Zip 78752 how to create single record merge template Phone 555 122 4566 please reference the Supervisor s Guide Fax 555 786 8896 Profile Patty s Boutique is our original store where you will find For example An admin may want to house u
223. ge 34 of 271 CREATING A NEW CONTACT RECORD To create a new contact record go to Databases gt Contacts gt New or simply use the new contact hotkey New Contact Hotkey NOTE Before creating a new contact record search the Contacts Database for an existing record This eliminates duplicate records in the system search for the employer that the new contact should be associated with by entering the employer information and clicking on the Search button Find the employer and click on the Select link Complete the contact profile and save Refer to the Contact Profile section of the User s Manual for help on completing the contact profile Interfase User s Manual Page 35 of 271 JOBS DATABASE To access the Jobs Database highlight the Jobs menu under Databases Home My Profile Databases Students Employers Contacts Jobs Search gt Search for existing records in the Jobs Database E Tools Help Sign Out schedules Egi Fending View jobs that are awaiting administrator approval Admins Mentors e New Create a new job record Career Events Faculty JOBS SEARCH and SEARCH RESULTS To search the Jobs Database go to Databases gt Jobs gt Search or use the job search hotkey Enter the search criteria and click on the Search button NOTE Clicking on the search button without entering any criteria will display all job records Job Search Criteria Job Advanced Search Keyword s Job I
224. gory Chemicals Cammunications Media Location city Austin Tx Austin Austin Texas Sustin Retail Sales E Commerce Retail Sales E Commerce Retail Sales E Commerce Retail Sales E Commerce Retail Sales E Commerce Retail Sales E Commerce Santa Fe Medical Health Care Medical Health Care Retail Wholesale Medical Health Care Medical Health Care Hotel Restaurant Hospitality Insurance Hospitality Hotel Motel Travel amp Tourism 4dyvertising Marketing Accounting Dallas Dallas Austin Tx Austin Orlanda FL Orlando Texas Houston T Downtown Victoria TX 123456 Austin Houston Victoria Communications Media To view the employer information a faculty must click the Organization Name link For example if a faculty wanted to view the first employer listed he she would click the CSO Research Inc link Interfase User s Manual Page 268 of 271 Faculty Employer Profile Patty s Boutique Profile Patty s Boutique is a Fortune 500 company Location Website Mytown USA Address Employer Category Majors Address Address Line 1 Information Staffing Agencies Accounting 1234 Main St Address Line 2 City State Zip Phone Fax St Louis MO 44484 314 727 8150 314 727 8153 www cSoresearch com Online Application www csoresearch com application Es Faculty will NOT be able to see contact information Faculty can not view any of
225. gs e Enter a new job listing click New Job on the sub menu bar above e Edit or close your job listings click the Job ID of the posting you ew Sort the list of jobs click on any column heading e Yiew students applying for a posting click the highlighted R in the Activity students hawe yet applied for the job the R will not be highlighted e Report hiring a student graduate click the P in the Activity column The P is highlighted when a student has been hired for the posting Memo Job List My Jobs Es When an employer eieatese nen jobor cath Job ID Job Title Applicant Type Status Activity existing job the job will have a 2 Fulltime Job test only Full time Part time Active PR Pending status Students do not apply cannot see jobs with a Pending 1164 Credit Analyst Full time Part time Active PR status In this position you will analyze requests for credit and plan investigations along with requests for CS appropriate credit reports to be performed pe more Only administrators can edit 1165 Financial Analyst Full time Part time Active PR Job Status Lead the Budget process for C50 Monthly and quarterly forecasting of sales revenue and expenses with the objective of maximizing shareholder re more To create a new job the employer must select New Job When an employer saves a new job the job will appear in the Pending bin for administrator approval EMPLOYER VIEW JOB ACTIVITY An employe
226. h and view employers registered to attend an event to submit their resume to employers registered to attend an event Administrators to manage the entire process To create a new Career Event go to Databases gt Career Event gt New or simply use the New Career Event hotkey Complete the Event Profile and save Refer to the Career Event Profile section of the User s Manual for help on completing the Career Event Profile Interfase User s Manual Page 50 of 271 CAREER EVENT CREDIT CARD PROCESSING CSO Credit Card Processing is an option specific to each event It allows you to accept payments from employers and or students via credit cards directly in Interfase After this function is activated you will need to turn on CSO Credit Card Processing for each event that should use it There will also be new fields viewable to the administrators The new things that you will see at the top of the Career Event profile Request Check You will click this to finalize your event after the event is over It will prompt you for a name and address to send the check Generate Transaction Log click this to run a report of all credit card transactions charges refunds etc You can run this report as often as you would like to view transactions The new things that you will see in the Career Event Event Information section USE CSO Credit Card Processing Only a supervisor admin can see this This MUST be set for
227. h event meaning that you could choose to use it for one event but not another Can select the Credit Card payment method as an option but not use CSO Credit Card Processing Yes these options are independent of each other However you will need to determine how you are going to collect and process credit card payments You could use additional custom fields in an employer registration to obtain credit card data but we would not suggest this as the information will be stored in a basic and somewhat unsecured fashion Also for student payments the Student RSVP does not allow for additional custom fields to be added so collection of credit card information for payment would need to be handled outside the system Exactly what happens once turn on CSO Credit Card Processing Once an event is made available for registration by employers and or RSVPs by students and there are fees being charged an option will be available to pay via credit card When anyone selects Credit Card as a payment method following the completion of employer registration and or student RSVP a credit card information screen will be presented to them This screen will collect all information necessary to process their payment via credit card Once credit card information has been entered successfully the payment will be processed What information will an employer or student see related to the credit card payment Once an employer or student has successfully submitted a cre
228. he Mail Merge Wizard pane STEP SIX Complete the Merge 1 Click Edit individual letters to preview the merged document 2 Select All on the Merge to New Document dialog box 3 Click the OK button A new document appears containing the merged data Now have the opportunity to look at the finished product before sending it to the printer emailing faxing Make sure the document does NOT need further proofreading before printing it Save this merged document for future reference if desired UPLOADING A MAIL MERGE DOCUMENT INTO INTERFASE Before beginning the following steps a report must have been created and saved in Interfase and a mail merge document template must have been created and saved to your computer To upload a mail merge document into Interfase complete the following steps STEP ONE Go to the Report Search ALT R enter search criteria and click on the Search button In the search results page find the report and click on the report name link STEP TWO On the Select Fields to Display screen click Continue unless more fields need to be added to the Interfase report STEP THREE On the Select Criteria for Report screen click the Manage MailMerge Template button Select Criteria for Report Engineering Students Database from which to Add Report Criteria Student Enter criteria to add Field Name v Comparator Value s Action Majors in Engineering Remove Save changes
229. he system so we will choose Job Referral Links Search Choose JOB if the employer Generate Referral has a job in the system Mone Choose EMPLOYER if the Job employer does NOT have a job in the system Now we can fill out the details of the Referral records that will be created Click Continue when done Referral Links Search Generate Referral Job v Referral Default Values E Referral Method g mail v fe Referral Type administrator Referral v REFERRAL NOTES by Notes Patti Perkins with KPMG called because no default referral notes are only terre ege SE to her deieren viewable to Administrators posting e aske or resumes o Ccounting You may choose to have them students graduating between May 2007 May i 2008 viewable to Employers and or Students Status Referred i STEP FIVE Search for the Job that will be linked to each referral record Here we are searching by the Organization Name Click Select under the Action column Search for a Job to Refer Job ID Keyword s Organization Name Job Title Organization Name Accounting Intern KPMG 1 STEP SIX Search for the Employer to email Here we are searching by the Organization Name Click Select under the Action column BA Search for an Employer to Email FirstName LastName _ Organization Name Some employers might have more than Organization Name Last Name First Name
230. here the Job s information in Interfase is merged into a flyer that can be printed from the Job profile A second example is a Student Application where the Student s information in Interfase is merged from the Student profile EXAMPLE An administrator would like to create a new job flyer They sometimes print these out or email them to faculty or students There have been times where hot jobs are posted on a job board outside their office STEP ONE First we need to go to the Record Merge menu 1 Goto Tools gt Record Merge 2 Scroll down to the left hand section called Template Category Here you will find all of the profiles that you can create merge templates for 3 When you are ready click on the template category that you are going to start In our example we will select Job Template Category Download Sample Merge Data vi Administrator Create New Template Contact Employer Faculty Users Admins Students TT Employers Generate PDF l Mentor Observation Placement Referral uden Available Templates Name POF Admin Student Employer Actions ob Printout O H D D toownload update Remove STEP TWO Next we will need to download the sample merge data This Excel file contains all the possible fields that can be merged into our Job Flyer 1 Click on the a next to Download Sample Merge Data 2 Save the Excel document on your desktop or some place where you can fi
231. ifiers STEP TWO Click on the desired Schedule Schedule Search Results Search Results 13 schedules Change Criteria Save Search Current Schedule Organization Interview Signup D Job Title Name Job Location Date Status Activity 110 Consultant KPMG Boston MA 04 25 2007 Request Active POA I 04 26 2007 Period Open 109 Electrical KPMG Atlanta GA 04 25 2007 Sign up Active POA Engineer Open 114 Auditor KPMG Elizabethtown 04 25 2007 Request Active POA PA Period Open STEP THREE Click on the desired Interview Session ID or date Posting Information Edit Schedule ID 110 Job Title Consultant II Organization Name KPMG Linked To amp Patti Perkins Sessions Add Session Session Interview Date 4 26 2007 Session Recruiter Information Patti Perkins Patti Perkins Interview Location Interview Room Room 222 bringresume Active 4 25 2007 Room 221 Active bring resume Interfase User s Manual Page 197 of 271 STEP FOUR Decide whether or not to email this packet and to whom Repeat for all Interview Sessions Then click the Create Packet button Yiewing Session For Schedule 110 Consultant II Session Information Session ID 103 Linked To Schedules 110 Consultant II Organization Name KPMG Interview Date 04 26 2007 Interview Duration 30 Interview Location Room 222 Room Assignment Un assigned Session Information bring resume Status Active Created 2
232. ify based on this field Linked Students Student that are linked to Record ID First Name Last Name User Name this Faculty A student can 13 Rose Tyler rose be linked to a faculty by an 1 Administrator This is Qualifiers Edit done in the Control Information section under Faculty Advisor CREATING A NEW FACULTY To create a new Faculty record go to Databases gt Faculty gt New or simply use the New Faculty hotkey IS New Faculty Hotkey NOTE Before creating a new faculty record search the Faculty database for an existing record This eliminates duplicate records in the system Complete the faculty profile and click the Save button Refer to the Faculty Profile section of the User s Manual for help on completing the faculty profile Interfase User s Manual Page 123 of 271 Interfase User s Manual Page 124 of 271 ACTIVITY RECORDS Each of the Interfase databases stores data that is pertinent to that database For example the Students database stores student information the Employers database stores employer information and so forth However the databases are not completely independent of each other Interfase uses activity records to keep track of the associations between the databases These activity records include referrals placements observations audits schedule activity mentor contacts and career event RSVPs In this section we will show you how to access the Activity Records for each data
233. ii Degrees Bachelor s A Certification Master s 1 Associates ei Majors click Add Applicant Type co op Intern Full time Part time Work Study Screening Options Y Screen GPA Screen Citizenship Screen Grad Date Screen Classification Screen Degree Screen Majors Screen Applicant Types Interview Request Preferences Schedule Type x Preferred Interview Dates Requested Interview Length E First Interview Start Time GI Last Interview Start Time 2 S No of Rooms Need Information Session No v Preferred Information ag Session Date Additional Request Information Interfase User s Manual Page 112 of 271 Es Click Save to submit this new Schedule Request An Administrator must approve and finalize this schedule before students will see it MANAGING A PRESELECT LIST FOR A PRESELECT SCHEDULE An employer can begin making interview decisions Accepted Alternate or Not Accepted the day after the Request Period Closed date Make the Preselect Selections STEP ONE From the Schedules List page click on the desired schedule VC Picks Not Started V Dicks Started Not Complete VY Picks Submitted Schedules Schedule Job Current Signup ID Job Title Location Interview Date Method 3 Regional Sales Miami 05 25 2005 Sign up Closed Active Director Beach FL Retail AUStIN 05 25 2007 Preselect Continuous Active M
234. il Merge 51 Address black 1 Click Browse and find the csv file that was saved to your computer Greeting line 2 Click OK on the Mail Merge Recipients dialog box if a letter should be created Electronic postage for all contacts in the file To exclude a contact de select the rows recipients in Wl Postal bar code the list and click OK 3 Click the Next Write Your Letter link at the bottom of the Mail Merge Wizard when you have finished writing pane E recipient s letter STEP FOUR Adding the Mail Merge fields to the Letter 1 Click the location on the letter where the data of the mail merge fields should be inserted 2 Click More items 3 Double click on desired items to be inserted formatting will occur later 4 The merge code will appear in your document 5 Click Close at the bottom right hand corner of the Insert Merge Field window to go back to working on the document 6 Place required formatting between merge codes if necessary ex Commas or spaces 7 Click the Next Preview your letters link at the bottom of the Mail Merge Wizard pane Step 4 of 6 8 Save this template to your computer as Word document amp Next Preview your letters 4p Previous Select recipients Interfase User s Manual Page 166 of 271 STEP FIVE Preview you letters 1 Use the double arrow navigation buttons to preview your merged document 2 Click the Next Complete the Merge link at the bottom of t
235. il address listed in this payment screen This charge will appear on your receipt and your credit card statement from CSO Research Inc Submit Payment Interfase User s Manual Page 60 of 271 STUDENT CAREER EVENTS A student can view active career events that have a current student post date by clicking on the Career Events menu Depending on how the career event timeline has been setup the student will be able to RSVP for the event search through the employers registered for the event and drop resumes for an employer Home My Account E Employer Directory Job Search E Schedule E Career Events D Mentor Search Sign Out Below is a list of all events that are available for viewing on line To view an event click the event name e To view employers registered for a current event click the Search Employers li Events that are too far in the future will not have this function available yet e To view a resume drop for an employer click the Dropped Resumes link under the Activity column if available Career Events Career Event Name Start Date End Date Location Memo Career Events List ee 05 22 2005 oO5 22 2005 ee Search SPRING CAREER FAIR 10 00 AM 3 00 PM McAllister Auditorium EE Resume Writing 12 15 2004 12 15 2004 Mesquite Room Bentsen Workshop 1 00 PM 4 00 DM Bldg Interview Skills 10 20 2004 10 20 2004 n Workshop 4 00 PM 5 00 PM Retama Auditorium 1 Under th
236. imeline entries by clicking on the Edit link next to the Signup Method First we need to add the Sign up Open method to the timeline Viewing Schedule 4 Retail Management Trainee Manage Timeline Activation Date Add New Event Back Signup Method Activation Sign up Open J Pate 03 12 2007 Import Events Timeline Name Then we need to add the Sign up Closed method to the timeline Schedule Friday Open Date Yiewing Schedule 4 Retail Management Trainee Manage Timeline Activation Date 3 12 2007 Add New Event Signup Method Action Sign up Open Edit Remove Activation Sign up Closed J Date 05 23 2007 Import Events Timeline Name Schedule Friday Open Date Here is the completed timeline for an Open Schedule Activation Date 3 12 2007 5 23 2007 Add New Event Signup Manage Timeline Back Signup Method Action Sign up Open Edit Remove Sign up Closed Edit Remove Activation Method Sign up Closed J Date 5 23 2007 Import Events Timeline Name Schedule Friday Open Date Interfase User s Manual Page 70 of 271 STEP ONE Choose Sign up Open STEP TWO Enter Activation Date STEP THREE Click Add Event STEP ONE Choose Sign up Closed STEP TWO Enter Activation Date STEP THREE Click Add Event OPTION 2 Autom
237. imeline For Schedule 4 to add additional Recruiters for this Date Signup Method interview session 3 12 2007 Sign up Open i 5 23 2007 Sign up Closed Add Timeslot Timeslots Submitted Change Student Documents Documents Reference Schedule ID Action Interview Time 9 00 AM 9 30 AM 10 00 AM 10 30 AM 11 00 AM 11 30 AM BA 12 00 PM D 12 30 PM Don t forget to 1 00 PM configure your reserved 1 30 PM timeslots for lunch etc 2 00 PM 2 30 PM 3 00 PM 3 30 PM 4 00 PM 4 30 PM ODOR OOOO aoe email packet to O self O employer O employer amp self none Remove Selected Timeslots Create Packet Interfase User s Manual Page 89 of 271 OPTION 2 Automatically add Timeslots with a Timeslot Template a Complete the Session Information section Interview Date Status etc b Complete the Import Timeslots section by choosing a template Click Save E Fill out the details Add Session Options Please select how you wish to add a new session to this schedule Create New Session O Link To Existing Session Session Information Interview Date 5 95 2007 Interview Room Un assigned Interview Location S army Interviewing Room Session Information Gong your official transcript Configure Timeslots Interview Duration fo o e Timeslot Break Period o First Timeslot Start Time __ am OPM Last Timeslot Start Time am Opm E Choose a Timeslot Template
238. includes all interview Job Title WETE Date Method Documents Documents schedules for which a student is Research Associate Manpower PRS Closed geg on a waiting list Co op Technical Writer AG Edwards Inc Geen Intern Assistant Principal Dean of Cahokia CUSD Students High School 187 General Activity Organization GENERAL ACTIVITY This section includes other schedule Name Date Description romain Lena ag ns Cememgie DE WEE is added to a schedule and so on Eamily Counselor Geer ee jp TT 6 29 added to schedule by Admin 2 Family Counselor Eamilv Life GE 6 29 Removed from schedule by Admin 2 Family Life 10 20 2005 6 26 DM Family Counselor EECHER Removed from schedule by Admin 2 b d 10 19 2005 Submitted interview request for schedule by Account Executive WOAI News Radio 11 59 AM Studentt3 Kat s Candle 10 17 2005 1 23 Submitted interview request for schedule by Candle Technician Factory PM Student 3 Interfase User s Manual Page 230 of 271 PRINT UPCOMING INTERVIEWS allows the student to view print their upcoming future interviews This screen will load in another browser window in a printable format BA Es Once an accepted student signs up for an interview time their interview activity is moved from Preselection Activity to Interviews Students can click the PDF icon under Submitted Documents to view the documents that were submitt
239. ing Status active a Am ON OFF SEARCH CRITERIA FIELDS TOOLS gt SETUP gt PERMISSIONS In Permissions click the next to Searches Click the next to Search Criteria and select Mentors Mentor Search Results Search Results 3 mentors Change Criteria Record ID FirstName LastName User Name Employer Name Industry Status Abraham Lincoln csomentor Lincoln Ford Engineering Active Jason Lanham jason CSO Research High Tech Fending Victoria Lane Victoria mentor Partners amp Consulting Marketing Active 1 e SPECIFY THE DEFAULT SORT TOOLS gt SETUP gt DEFAULT SORTS In Default Sorts under Search Type select Mentor Search Interfase User s Manual Page 119 of 271 MENTOR PROFILE Access a mentor profile by clicking on the first name last name or user name in the search results page Mentor Profile Allow Student Contact If the mentor wishes to be contacted by a student either anonymously or by showing their contact information select Yes Personal Information Record ID 1 First Name Abraham Middle Name Last Name Lincoln Maiden Name User Name csomentor Password mentor Line 1 test p A Student Contact Method State TX Anonymous The student will have the SE option to send a system generated phone email to the mentor The email address Phone 2 r i i EH honest aporilindieu edi and contact information will n
240. inistrator es Faculty es Report A Hire Information Edit First Name Last Name Email if known Phone if known Organization Name Placement Information Edit Job Title Experienced Reporter The following fields will copy Department Cen a EE from the job s profile into the End Date Placement record when the job Position Type Full time Experienced ae Salary 35 000 00 is linked to it Pay per Period Estimated Hours per Week 40 Additional Compensation e Salary Car No A Source Student Inside of CS Office z Estimated Hours Per Week Status Student Created Notes Created 01 10 2007 9 27 AM Modified 03 05 2007 11 15 AM STEP TWO If the job was not located then you may wish to create a Job record Click click here in the Re link window to facilitate this process Be Link Microsoft Internet Explorer Editing Placement record 151 Student Schedule Administrator Contact i Faculty Currently Linked To Quick Assign to Record Search Criteria Job Title Organization Name Victoria Job ID Job Title Organization Name Online Sales Manager Victoria Advocate Experienced Reporter Victoria Advocate Accountant Victoria Advocate Copy Editor II Victoria Advocate Mailroom Manager Victoria Advocate Experienced Reporter Victoria Advocate Part time Classified Sales Victoria Advocate Advertising Sales Manager Victoria Advocate 1 ET If the results did not r
241. interview session e e a a EMAIL OPTION 3 NONE If you selected to email the packet to none then the resume packet will load in another window this packet will NOT be emailed Interfase User s Manual Page 202 of 271 SCHEDULE WAITING LIST PACKET A Schedule Waiting List Packet contains a cover page and all student documents that were submitted for a specific schedule An administrator can create a waiting list packet from the Schedules Database in the Waiting Information section The following steps will guide an administrator through the process of creating a waiting list packet STEP ONE To view the information session for a specific schedule you must first search for the schedule Go to Databases gt Schedules gt Search Schedule advanced Search Gest eset Keyerordl s Schedule iz Intervinw Cate Ey a EI Session H T Organization Name ipang Schedule Reference First Mame Applicant Tyee Co op intern Last ame E Ce Ae oa Careifttrattnnz Akra A Freshman Stot A phomore led Junior ar nae live Graduation Range Month ver Pandinig Fram RF F Cihizeanship ug wal ited te wark Hon US Qualified enth Year ESCH fo W W Majors elick Add Minimum GPA Picks Submnaltted w i Qualifiers Search Reset DU DU STEP TWO Click on the desired Schedule Search Results 13 schedules Change Criteria Save Search Schedule Organization I
242. ion 1 Inactive Interfase User s Manual Page 67 of 271 CREATING A NEW SCHEDULE To create a schedule go to Databases gt Schedules gt New or use the schedule new hotkey Home 2 My Profile D Databases FF Tools Help Sign Out Student G Se I Schedule New Employers Contacts Hotkey Jobs Schedule AL Search Admins E Pending Mentors ho New gt Create a new schedule record Career Events Kg i Faculty Schedule Calendar Rooms Name Contact Gegen Link to Contact Link to Employer _ to Contact to geg GE Sampson Patty s Boutique Add Schedule Add Schedule Katrina Garza Patty s Boutique i Add Schedule Add Schedule Terry Jones Patty s Boutique i Add Schedule Add Schedule Annette Meyer Patty s Boutique i Add Schedule Add Schedule Scott Roberts Patty s Boutique i Add Schedule Add Schedule STEP TWO Choose whether to link this new schedule to a contact person or only to the employer Click on Add Schedule to make your selection e Link to Contact Only the contact will be able to access the schedule profile and manage interview candidates Also this contact will be the one that receives the system event automatic emails for this schedule e Link to Employer All contacts associated with that employer will be able to access the schedule profile and mange interview candidates No system event automatic emails will be sent if the schedule is only linked to the employer Link to both Link only to Emp
243. is Stacey preiss Contact Employer CSO Research Inc Doe John jdoe Contact Employer to the employer Interfase User s Manual Page 191 of 271 STEP SIX Search for the Employer to email Here we are searching by the Organization Name Click Select under the Action column In this example we will click Select next to Jason Lanham S2 Search for an Employer to Email ck E FirstName 1 Lost Name 1 Organization Name This employer has more Organization Name than one contact person CSO Research Inc CSO Research Inc Onl lacte with CSO Research Inc nly contacts with an CSO Research Inc email address will be CSO Research Inc listed Last Name First Name Username Robert Evan csoemployer katrina csoresearch com Abbott Glen Abbott_Glen jason csoresearch com Naranjo Eric economic katrina csoresearch com Lanham Jason jason jason csoresearch com Garza Katrina csol katrina csoresearch com 1 STEP SEVEN A pop up window will now load with the email that will be sent Select Select Select Select Select This gives you the opportunity to customize the email before sending it After you have made the desired changes click the Continue button amp Packet Settings Microsoft Internet Explorer Additional e mail addresses may be manually added in the TO field Use a comma to separate each address To jason csoresearch com jeandcsoresearch ESCH Subject CSO University Here is th
244. is populated with the employer contact s information When creating a new placement from the student profile the email address field is populated with the student s information When creating a new placement from the job profile the Work Information section is populated with the job or linked contact s information STEP THREE Optional Link this placement record to other databases Let s link this to a Job Copy Placement Student amp Lynn Berger Organization Name es Contact Job es Schedule es Administrator Sally Ryan Faculty Josh Lucas Report A Hire Information Edit First Name Last Name Email Alt Phone Alt Organization Name Placement Information Edit Job Title Accountant Department Start Date 02 20 2007 End Date Position Type Full time Entry Level Salary 40 000 00 Pay per Period Annually Estimated Hours per Week 40 Additional Compensation 500 Sign on Bonus Car Yes Source Student Self Referral Status Active IP STEP A Click the chain link next to Job STEP B In the pop up window search for the Job by typing in a job title and or Organization Name Click the Search button Be Link Microsoft Internet Explorer Student Schedule Administrator Contact Employer ALLE Faculty Currently Linked To Quick Assign to Record Search Criteria Job Title Organization Name flight Job Title Organization Nam
245. itor Organization Name KPMG Linked To amp Patti Perkins Linked To Jobs Job Location Elizabethtown PA Number of Openings Work Schedule All Day ALI night most weekends Hours Per Week 50 150 Wage Salary 40 000 124 000 Sessions Add Session Session Interview Interview Interview I Location Room Recruiter Session Information Be sure to bring a copy Status of your resume an dress professionally KPMG needs a copy of transcript Active Interview Patti Rm Perkins 1 Delete Selected Sessions STEP TWO The administrator or employer must create the second Schedule Then the administrator must create a Shared Session Click Add Session Link to Existing Session BA Es Only Active or Pending sessions will appear in this list and can be linked Posting Information Edit Schedule ID 115 Job Title Research Assistant Organization Name KPMG Linked To amp Patti Perkins Linked To Jobs Job Location Austin TX Number of Openings Work Schedule Mon Friday 10am 3pm Hours Per Week 30 40 Wage Salary 75 000 Fmninyvment Start Date Anril 3N an Sessions Add Session Session Interview ID e a a Interview Session Interview i Room Recruiter Information ID Location Es Click Add Session Status Add Session Options Please select how you wish to add a new session to this schedule O Create New Session Re Link To Existing Session
246. ive Active Active Active Active Active Active Active Active Active Active Active Active Classification Expected Graduation Office Advisor Email Status Activity PROSA PROSA PROSA PROSA PROSA PROSA PROSA PROSA PROSA PROSA PROSA PROSA PROSA generated You should always choose None for Internal packets Summary 18 Student s Show Help Berger Lynn e BM K d Ae a bie coles Leit Chen Susan Clapham Harry Fizman Rachel Hanson Kristina Hax Carolyn Jones Donald February 27 2007 Jones Robert Marinelli Rob Parks Rosa Hello The students that meet your criteria are listed below poe eee Last Name First Name E mail Sherbert Joline Smith Traci Berger Lynn jean csoresearch com Smith Tracie Chen Susan katrina csoresearch com J Clapham Fizman Hanson Hax Jones Jones Marinelli Parks Pelc Robin Sherbert Joline Smith Traci Smith acie Teste Ted aidez Gabriella Har Rachel Kristina Carolyn Donald Robert Rob Rosa jean csoresearch com ann xcsoresearch com ann xsoresearch com ann xsoresearch com email demo com email demo com james csoresearch cam katrina csors com katuesicocsoresearch com atrina csoresearch com email demo com email demo com jmecoy154 sprintpcs com katrina csoresearch com Tester Ted valdez Gabriella Walker Teresa Winter Sarah E Comments Attachments Download All ae e eS Walker Teresa katrina
247. k v Calendar Schedule Calendar Edit Month View Sunday 4 12 00 4M Observation Followups 1 5 12 00 AM 1 00 PM CAREER EVENT Spring Career Fair Monday Tuesday 3 Using the Hotkey for the Schedule Calendar ALT S Schedule Calendar The Schedule Calendar can be viewed in month week and day view It will give Administrators a glimpse of any Schedule related activity for a given period MONTH VIEW WEEK VIEW DAY VIEW Interview Session Information Session KEY These are the four types of events that will display on the Schedule Calendar Interfase User s Manual Page 98 of 271 WEEK VIEW The Sign up period for this schedule will end tonight Employer HAS NOT submitted Preselection picks Employer HAS submitted Preselection picks Interfase User s Manual Page 99 of 271 ACCESSING AND MODIFYING AN INTERVIEW SESSION To access an Interview Session in the Schedule Profile click the Session s interview date link under the Interview Date column Sessions Add New Session Interview Date InterviewLocation Recruiter Session Information Cathy Please bring a copy of your Bates transcript Apache Meeting Paulina There will be a representative LJ 2 2 2005 Room Brooks greeting interview candidates 1 Delete Selected Sessions Preselect Activity Manage List Students on List 0 Waiting List Manage List Students on List 0 The Session Information
248. k on their name to view their documents on the right NOTE If you would like to print or save a single document use the Save or Print button on the toolbar at the top of the right hand window c Download All Click this button to download a ZIP file of all documents contained in the packet Each individual document in the packet is contained in the ZIP file d Print View All Click this button to access a single PDF file containing all the documents in the packet This will allow you to easily save or print all documents in the packet 2 Right side contains a The Documents the document displayed will depend on what is selected on the left side i e the summary cover page or a student b Tabs If the student has more than one document in this page then there will be a tab for each document The current tab of the document you are viewing will be highlighted in yellow The other tabs will be white NOTE If you would like to print or save a single document use the Save or Print button on the toolbar at the top of the right hand window c Show Help link upper right corner this is the help page for the Document Viewer Click on it to view helpful tips on using this new feature Interfase User s Manual Page 211 of 271 RECORD MERGE The Record Merge function allows administrators to create Microsoft Mail Merge documents for one click reporting within Interfase One example is a Job Flyer or Printout w
249. k the Add New Book link to add a new resume book A Resume Books add New Book od Access Level Allow Searching Active Action E Each time a resume By Employer Category Edit Remove All Accounting majors book is opened the system See i l Communication Public Edit Remove regenerates it with the newest information Radio Tyv Film By Employer Category Edit Remove STEP 2 Fill in the Resume Book Details and then click the Continue button Resume Book Details me SSE yS Description Public Available to all employers Active By Employer Categor Available only to employers in the Employer Categories selected Allow Employer Searching Private Available only to employers selected to have access Resume Book Details Title Appears as a hyperlink to open or run it Description Appears under the title Access Defines which employers can see this resume book NOTE The Access type only applies to employers that can see the Resume Book menu By default this menu is turned off to all employers contact types Active Select Yes to make this resume book active for employer viewing Select No to make this resume book inactive Allow Employer Searching Select Yes to allow the employer to search within the resume book select No to not allow searching NOTES Interfase User s Manual Page 215 of 271 EXAMPLE Private Resume Book with Employer Searching Resume Book Details Title Accounting Students graduat
250. ked To Location Employer ID Organization Name Location Action PD George Company Watlow Electric Mfg Company Sigma Chemical Company Boeing Company The Eveready Battery Company Inc GS Robins amp Company Scheffel amp Company PC Guarantee Electrical Company RR Donnelley amp Sons Company Taylor Electric Company TA SEARCH CRITERIA If querying by Search Criteria click Link under the action column to link the observation to the employer STEP 3 Click the Close Window button The Observation is now linked to an administrator student and employer Administrator John Smith Student amp Lynn Berger Employer es Boeing Company The Contact Job Schedule Faculty Interfase User s Manual Page 151 of 271 UNLINKING ACTIVITY RECORDS An activity record can be unlinked The screenshots below illustrate an observations links EXAMPLE The observation below is currently linked to an administrator a student and an employer The following are the steps to unlink the employer associated with the observation note STEP 1 Click the ss chain link in the links section next to Employer Observation Links Administrator John Smith Student Lynn Berger Emplo er e peing Company The Contact Job Schedule Faculty Currently Linked T ing Company The 155 Quick Assign to Record Search Criteria Organization Name Lo
251. l Employers to Email Packet Organization Name LastName FirstName Username CSO Research Inc Robert Evan csoemployer katrina csoresearch com CSO Research Inc Abbott Glen Abbott_Glen jason csoresearch com CSO Research Inc Naranjo Eric economic katrina csoresearch com CSO Research Inc Lanham Jason jason jason csoresearch com CSO Research Inc Garza Katrina csol katrina csoresearch com 1 The email window will now load You can edit this email before you send it to the employer and self if selected Additional e mail addresses may be manually added in the TO field Use a comma to separate each address To jean csoresearch com katrina csoresearcl From jean csoresearch com Subject CSO University Here is the requested resu Below you will find a link to the resume packet you requested Please click the link to see the resumes for those students that have signed up for this interview session e e alg EMAIL OPTION 3 NONE If you selected to email the packet to none then the resume packet will load in another window this packet will NOT be emailed Interfase User s Manual Page 206 of 271 CAREER EVENT STUDENT RSVP PACKET A Career Event Dropped Resumes Packet contains a cover page and all student documents that were submitted for a specific employer registered for the career event An administrator can create a dropped resumes packet from the Career Events Database in the Employers sec
252. l S Chen Si Full time Part time Senior May 2004 Michelle Ewing Active PROSA a the E den ema o emali an amp Powell N Vaughn S Tustin K_ Marrs M Hall D Foster Anthony Natasha time Part time Alumni Co op Intern Full Junior Alum Stephanie Full time Part time Co op Intern Full time Part time Co op Intern Alum Sophomore Sophomore Freshman November 2005 May 1997 May 2003 December 2006 December 2006 December 2007 Kim Buchmann Sandra Hoofnagle Melissa Swan Kim Buchmann Robert Locke Active PROSA individual student Email is sent from the sender s email software Delete PROSA Inactive PROSA Active PROSA Active PROSA PendingPROSA The following actions can be performed from the student search results page 1 Modify the student criteria click on the Change Criteria link Save the search criteria click on the Save Search link sort the results click on any of the underlined column headers View a student s default document click on the PDF T icon Access a student s profile click on the Record ID User Name First Name or Last Name link al gt i In addition to the actions identified above three other actions can be performed from the student search results page mass email resume packet and accessing a student s activity STUDENT PROFILE Access a student s profile by clicking on the Record ID User Name First Name or Last Nam
253. l tact ements mployer amp Contac Employer Employer Contact Information E Ke Username been Last Name Garza Organization Name __ Empl Username Nar Organization Name Contact Status Link to Contact Link to Employer kgarza Kat aor Kat s Candle Factory Active 4dd Schedule Add Schedule mgarza Melanie Garza Patty s Boutique Active Add Schedule 4dd Schedule 1 hn the next pages we will step you through creating each of the four types of schedules 4 Open Schedule refer to the CREATING AN OPEN SCHEDULE section 2 Preselect Schedule refer to the CREATING A PRESELECT SCHEDULE section _ 3 Preselect Continuous Schedule refer to the CREATING A PRESELECT CONTINUOUS SCHEDULE section _ 4 Combined Schedule refer to the CREATING A COMBINED SCHEDULE section Interfase User s Manual Page 68 of 271 CREATING AN OPEN SCHEDULE An Open Schedule involves a system screening process ONLY Students who meet the requirements can sign up for an interview In creating an Open Schedule you control the different periods of time when things will happen 1 Sign up Open This is the first day students who meet the Requirements can sign up for an interview timeslot Students can start signing up at 12 05 AM Central Time 2 Sign up Closed This is the last day students can sign up for an interview timeslot Students can sign up until 11 59 PM Central Time EXAMPLE The employer Patty s Boutique will have 1
254. l take us back to the Employer Search Results page pret Employer Search Contert hls Viewing Employer Contact Christine Michachnas art Emolover Prone vin Activity Delete Employer Informations Edit Employer ID S46 LOU rGorganlzattun Mame PMG You will see that Employer 427 has 0 Contacts now Before you delete Employer 427 make sure to re link any other records that also need to be re linked In this case there are no others Search Results 2 employers Change Criteria Save Search Employer Organization Employer Employer ID Name Location City State Category Status Contacts Jobs Schedules Events Activity Austin UK KPMG LLP Accounting Active Austin Tx Austin TX Accounting Active 1 Interfase User s Manual Page 32 of 271 RE LINKING JOBS WITH A DUPLICATE EMPLOYER Example 2 An Administrator discovers that a contact person has two profiles each linked to a different company with a similar name In this example Patti Perkins with KPMG has registered twice With Contact record ID 928 she has one job pending With Contact record ID 884 she has 13 interview schedules and other activity In this situation you will need to first determine if this is the same Patti Perkins In this case it is and we are choosing to re link the job associated with Contact 928 to 884 simply because 884 has more activity Search Results 2 contacts Change Criteria Save Search Contact Employe
255. lds as necessary for this Classification al unn A schedule Freshman Sophomore Junior v Degrees F Certification Master s Associates Majors click Add a Applicant Type Co 0 Intern EF Work Study Screening Options Screen GPA ck V Screen Citizenship s 7 perc tout any tielas snou Screen Grad Date Screen Classification Cl Screen Degree O Screen Majors be REQUIRED you must check the corresponding screening options Screen Applicant Types The student must meet all screening requirements i in order t ly to thi STEP SIX Complete the Required Document Categories section aa By default a student is required to submit their resume when they apply to a Schedule You may choose to select more documents that would also be required Required Document Categories C Cover Letters Resumes C References C Letters of Recommendation STEP SEVEN Complete the Control Information section Es FREEZE DATE TIME This field is opel le ape i SE AL to be before the Sign up Closed date in Es The Waiting List is ONLY used for OPEN schedules When Yes is selected in the Allow Waiting List field it turns on the Waiting List section at the bottom of the schedule profile Freeze Date Time 95 11 2007 11 59 PM del Allow Waiting List Allow Alternates Created 04 21 2005 3 40 PM Modified 02 23 2007 12 34 PM Interfase User s Manual
256. licants will used for Open Schedules receive an email notifying them of the e SRESELERTIONS DUE Allow Waiting List yes v Current Signup Method g Preselections Due Date EJ GER DATE should NOT be filled 1 m Choose Sign Up Open if this in for Open Schedules Curone Sianu MEOR l 4 schedule s sign up period should Status active ei open today Leave blank if this schedule s sign up period will open tomorrow or another future date Interfase User s Manual Page 69 of 271 STEP FOUR Complete the Timeline section The Timeline is what controls and determines what type of schedule you are creating In this example we are creating an Open Schedule There are two different options you can follow to create the Timeline Option 1 Setup each timeline method individually Option 2 Import timeline methods with an existing template Recommended Option BA E ADD NEW EVENT Add each Signup Method and the desired Activation Date IMPORT EVENTS Choose the desired Timeline template and enter the interview schedule date Yiewing Schedule 4 Retail Management Trainee Manage Timeline Activation Date Signup Method Timeline Name Add New Event Signup Method Activation Import Events Sign up Open v CO 03 12 2007 _ Add Event Schedule Friday Open s oa OPTION 1 Individually add each Sign up Method d Es Modifications can be made to the T
257. lick Add Student next to the desired student Search for Students to Place FirstName LastName Do you want employers to create placements By default employers can create placements NOTES Interfase User s Manual Page 253 of 271 BA Es To copy a job an Employer can click the Copy Job link To close a job an Employer can click the Close Job link This will change the job s status to Closed by Employer and the Expire date to today s date A Es Employer can view individual student referrals or create a resume packet ck Es Employer can view or search for students to place MENTOR LOGIN PAGE To access the mentor login page start a web browser and go to https www myinterfase com mentor Mentor Login Page CSO Interfase Mentor Login Welcome to the YOUR UNIVERSITY Career Services System e Registered Users Enter your username and password below and click LOGIN e New Users If you have NOT registered with this site before click the Click Here to Register link below to create a new account Memo Mentor Login Page Important e Using a PC We recommend Internet Explorer version 6 0 or higher If you need to upgrade or install your browser click here e Using a Mac We recommend Safari version 1 2 or higher If you need to upgrade or install your browser click here e You should disable any popup blocker when using this site For furth
258. line automatically generated Also an administrator can manually create a referral record when desired For example if an admin is at a Career Fair and the employer requests a certain student s resume The admin might print that from the Interfase system and later create a referral record VIEWING A REFERRAL To view a referral access the activity records In the Referrals tab section find the referral and click the View link under the Action column Referrals Referrals Add New Referral View All Organization Referral Referral Job JobTitle Name Contact Administrator Method Type 2 27 2007 KPMG Patti E mail Employer E View Remove Perkins View 2 21 2007 Kat s Bakery Katrina Sally Ryan In Administrator View Remove Smith Person Referral 1 11 2007 1177 Reading Congerville Wayne E mail Student Self View Remove Title I Eureka Logsdon Referral Teacher Goodfield CUSD 140 Referral Profile View Resume Change Submitted Resume Copy Referral E E Click the View Resume link to z view the student documents that were submitted when the student was referred Student Lynn Berger Organization Name Austin ISD Click the Change Submitted Resume Contact Larry Templeton link to change the student documents Job amp Physical Ed Drivers Ed Teacher K 12 that were submitted Administrator Faculty e Click the Copy Referral link to create a Date 05 24 2005 conv of the referral Message
259. linked Ts 1 Interfase User s Manual Page 31 of 271 STEP ONE Click on the 1 under the Contacts column Then click on the contact s name to view the contact profile Contact Profile Yiewing Employer Contact Christine Michaelmas view Activity Delete Employer Information Edit Employer ID 427 GT ef organization Name KPMG LLP Location Austin TX Website www komqcampus com Employer Category Accounting Address Line 1 Address Line 2 City State Zip Phone Fax Profile On line Application Address Majors Include in Employer Directory E S Employer Status Active Ledit Contact Information GT Record ID 928 First Name Christine Middle Initial Last Name Michaelmas Username crick Password crick STEP TWO Click on the chain link next to Employer Information STEP THREE Now either use the Quick Assign or Search Criteria to locate the employer we would like to re link to In this case we know the Employer record ID 846 so we will use the Quick Assign method Click Close Window when done Admin Be Link Microsoft Internet Explorer Editing Contact record 928 Currently Linked To KPMG LLP 427 Quick Assign to Record Search Criteria Organization Name Location Close Window STEP FOUR Now you will be brought back to the Contact profile Click Employer Search in the cookie crumb trail This wil
260. live Graduation Range Month Year Pandinig From w w Citizenship hp Hot Gualied to work H aifed tio Work Month Year ae E US Cat To W Ki Majors check Add Minimum GPA Picks Submitted Qualifiers STEP TWO Click on the desired Schedule Schedule Search Results Search Results 13 schedules Change Criteria Save Search Current Schedule Organization Interview Signup D Job Title Name Job Location Date Method Status Activity 110 Consultant KPMG Boston MA 04 25 2007 Request Active POA I 04 26 2007 Period Open 109 Electrical KPMG Atlanta GA 04 25 2007 Sign up Active POA Engineer Open 114 Auditor KPMG Elizabethtown 04 25 2007 Request Active POA PA Period Open STEP THREE Click on Manage List in the Preselect Activity section Posting Information Schedule ID 110 Job Tithe Consultant II Organization Name KPMG Linked To ee Datt Perkins Preselect Activity Manage List Students on List 7 Interfase User s Manual Page 199 of 271 STEP FOUR Decide whether or not to email this packet and to whom Then click the Create Packet button Yiewing Schedule 110 Consultant II Manage Preselect Activity Preselects picks have been submitted for this schedule Submitted Change User Name First Name Last Name Documents Documents Action O best Eric Best Accepted 7 Ei Remove O jroberts John Roberts Accepted 2 Dy Remove CT csostudent Lynn Berger A
261. logging in Interfase User s Manual Page 10 of 271 ADMINISTRATOR HOME PAGE When an administrator successfully logs in the Home Page is the first screen seen An administrator can return to the Home Page from any screen by clicking on the Home menu The administrator Home Page also includes the Pending Last Viewed Quick Links Quick Search and Calendar sections Each section is available as a rollup function If a section is not frequently used it can simply be rolled up by clicking the gt CSO Interfase C Home My Profile Databases Il Tools Help Sign Out Home Announcements Welcome Sally Ryan Happy Birthday to all you you with February Birthdays HELP MENU Administrators can click on this menu to Get a copy of the User s Manual See how to contact CSO s Support Subscribe to the Interfase User s Welcome to the CSO Research family Services Team Group gt Pending v Quick Search Students 14 Student First Name Jobs z Mentors 1 Student Last Name ee Organization Name Schedules 5 Placements 74 Contact First Name Event Registrations Part Time Job Fair E Part Time Jobs Fair Job ID 2006 _ Spring 2007 Career Schedule ID Fair Spring Career Fair e P v Calendar Schedule Calendar Ed Calendar February 2007 Edit Month View Student Employer Sunday Contact 25
262. loyer Contact student data STEP TWO Select Report Fields to Display When we run this report it will open in Excel and these will be the columns Select Report Fields to Display Select Fields for Student O Available Fields Es Select all the student fields that Record ID C Degree should appear DISPLAY in the V report S pice SS J Achievements Middle Name Cl Birth Date REMEMBER We decided that in our Last Name C citizenship report we wanted to see the student s name phone number email major and GPA These are the fields we N Ee need to select here F Local Phone 2 C Code Misc 1 Email address L Website Multi Code Misc 1 Ol Classification L Applicant Type CI Graduation Month LISSN Graduation Year C Status Overall GRA Office Advisor O Major GPA L Complete Profile Hours Created Majors click Add Modified Cl Qualifiers Click Continue Interfase User s Manual Page 161 of 271 STEP THREE Select Report Criteria Select Criteria for Report Database from which to Add Report Criteria Student vi Select the student criteria we SE are searching for Field Name Comparator Value And Majors In e mm REMEMBER We decided that in our report we wanted only Add Engineering students This is where we select the Major Report Criteria Added Field Comparator Value s Action Majors in Engineering Remove Generate Excel Save Field
263. loyer contact can create a job referral packet if an administrator has selected Yes to Allow Employer View of Referrals in the Control Info section on the job profile STEP ONE To view the referrals for a specific job you must first search for the job Go to Databases gt Jobs gt Search then follow either method STEP A In the search results page click on the job ID Then click the View Activity link at the top on the job profile Home My Profile Databases ff Tools Help Sign Out Job Search gt Job Profile Yiewing Job Guest Service Manager Copy Job Copy to New schedule View activity Delete Position Information Edit Job ID 4 STEP B In the search results page click on the R under the Activity column Search Results 9 jobs Change Criteria Save Search Job Organization Position ob Expiration OH ID Job Title Name Applicant Type Type Job Category Location PostDate Date Staves Activity Dis Small Business Patty s Boutique Alumni Full Full Time Marketing Austin TX 5 1 2004 12 30 2004 Active PROA Group 4ccountant time Part time Part Time 2 Science Teacher Austin ISD Alumni Full Full Time Education Austin 5 12 2004 2 1 2005 Active PROA time Part time Texas STEP TWO Select the students who should be included in the job referral packet When selecting students to include in the job referral packet an administrator can do any of the following e click the
264. mail address Status Activity d CT ZC al csostudent Lynn Berger Co op Full time Senior May 2003 Michelle Ewing A Active PROSA O wl 2 S Chen Si Chen Full time Masters May 2003 Michelle Ewing A Active PROSA lt A Click the O gra 3 Powell Anthony Powell Co op Full time Junior November 2004 A Pending PROSA A to view O T 4 N Vaughn Natasha Vaughn Alumni Full time Masters May 1997 A Interim PROSA O el S S Tustin Stephanie Tustin Co op Alum August 1998 A Active PROSA the 6 K_ Marrs Kathy Marrs Co op Alum December 1974 A Active PROSA Audit Log CT ei fe HM Hall Mark Hall Co op Alum December 1994 A Active PROSA O wl 8 D Foster Daniel Foster Co op Alum December 1996 A Active PROSA Interfase User s Manual Page 154 of 271 2 Download Audit Logs As administrator you can search and download all audit log entries in the system a d Go to Tools gt Activity Logs By default the Audit Log tab is selected select your search criteria by selecting the Action Source Students Action Performed Viewed and Action Target jobs Choose a Start and or End Date range if necessary Click Retrieve Log A CSV file is created with the requested audit log entries that you can download and use in other applications Audit Log T las Download Audit Logs User Source C Admins Students l Students E Employers Contacts k Action Performed Action Target Admins A Cl Employers Cl Mentors EXAMPLE 1 STUDENTS VI
265. me FirstName Department Status Activity Es Activity Legend O Observations killebrew Killebrew Stuart Communications A Audits professor Lucas Josh College of Engineering Active PROA proberts Roberts Patrick Public Policy Active PROS csofaculty Naranjo Eric Finance Active DROA lw m e 2 Faculty Profile To access a faculty s activity from the Faculty Profile click the View Activity link in the faculty profile STEP A Click the View Activity link in the faculty s profile Yiewing Faculty Eric Naranjo Personal Information Record ID 4 First Name Eric Middle Initial Last Name Naranjo User Name csofaculty STEP B Click on the desired tab e Toaccess a faculty s observation notes click the Observations tab e To access a faculty s audit log click the Audits tab aA Es Only Administrators can view the Observations z or Audit Activity Observations NOTES Interfase User s Manual Page 131 of 271 VIEWING AND CREATING REFERRALS A resume referral records when a student is referred to an employer There are three types of referral records Student Self Referral A student applies online to a job posting automatically generated Administrator Referral An Administrator generates a resume packet and chooses to have the system create referral records for each student in that resume packet Employer View Referral An employer views a student s profile and resume on
266. mount Due to go from 0 to a positive number the system will take you into the View Transactions screen where it will allow you to charge this additional amount to the credit card used to originally pay for the registration The additional charge will appear as a new line item in the View Transactions screen If you need to refund an amount on an employer registration you can either remove existing fee selections in Fees that decreases the Total Fees or in the Payment section you can enter a negative amount in the Adjustment Amount field If you make any change to the employer registration that causes the Amount Due to go from 0 to a negative number the system will take you into the View Transactions screen where it will allow you to refund this amount to the credit card used to originally pay for the registration When you make a refund it will prompt you in the View Transactions screen to select an existing charge against which to apply the refund The amount of the charge selected must be equal to or greater than the amount of the refund The refund will appear as a new sub item of the charge it was applied against in the View Transactions screen Interfase User s Manual Page 55 of 271 Credit Card Processing FAQ s Additional Questions Below are answers to further questions you may have regarding CSO Credit Card Processing de 2 Do have to use CSO Credit Card Processing No it s in simply an option that is specific to eac
267. move Remove Remove Yalue s Accounting 5 1 2004 Sf 1 2007 Comparator Majors i Graduation Date Graduation Date STEP 4 Save this book Comparator Legend pe EQUALS gt Usually text or numbers Usually number or date Usually number or date Usually number or date Usually number or date Usually number or date or text Usually text PERM CITY LIKE Aus Querying to pull fields with a null value Querying to pull fields with a non null value Querying to pull fields with a null OR empty value Querying to pull fields with a non null OR non empty value Interfase User s Manual Page 216 of 271 RESOURCE LIBRARY The Resource Library is a function that allows administrators to upload categorize and manage a library of information that can be available to students and or employers This is a library of static resources that can provide information such as information about your programs hiring or employment guidelines forms for various purposes or general information such as a map to your office You can maintain any information here that may need to be posted and available for your students or employers For students and employers the Resource Library will appear as an additional section on the Home page student Home Page Resource Library Welcome Lynn Berger To enter update your profile Select My Profile To upload edit your resume Select My Documents To search job opportunities Select J
268. ms Marketing MBA Business Administration Include in Employer Directory Contact Information First Name f Middle Initial Last Name Username f a H EE LSP Then they wil Po need to complete the Department Contact Information Intro section Address Line i They will need to select Address Line 2 LY the Register button to complete the process State E Alternate Phone Allow Student Viewing in wo P Employer Directory a Once an employer clicks on the Register button completes the registration the profile will have a Pending status until an administrator activates the profile changes the status to Active and assigns a Contact Type By default the following is the menu that a pending employer can see At this point they will be able to edit their profile and post new jobs which will also be assigned a Pending status Home 2 My Profile iS my Jobs Sign Out Do you want to modify the menu an employer contact with a pending status can see NOTES Interfase User s Manual Page 243 of 271 LOGGING IN AS AN EMPLOYER Registered users must enter their user name and password to login For further assistance please contact our office at xxx XXX 8X XX UserName Password Login Click here to register Forgot your password In order for an employer to login successfully the employer and contact profile must have an Active st
269. n Confirm that the criteria was added under Resume Packet Criteria Added Continue adding criteria by repeating the previous steps Once all criteria has been added proceed to the STEP 3 SS Es Es Select Criteria for Resume Packet Database from which to Odd Resume Packet Criteria Student ze Enter criteria to add Field Name Comparator Value Resume Packet Criteria Added Database Field Comparator Yalue s Action Student Local City Gustinm Remove email packet ta self O employer employer amp self none Generate Resume Packet STEP THREE Select the email options A resume packet can be emailed The email options are available right above the Generate Resume Packet button If the resume packet will be emailed select one of the following options self employer or employer amp self If the resume packet will not be emailed select none Click the Generate Resume Packet button STEPS FOUR EIGHT Refer to steps 4 8 in the STUDENT PACKET VIA STUDENT SEARCH section of this User s Manual Interfase User s Manual Page 193 of 271 JOB REFERRAL PACKET A Job Referral Packet contains the job referral cover page and all student documents that were submitted for a specific job An administrator can create a job referral packet from the Jobs Database in the Referral Activity section de The following steps will guide an administrator through the process of creating a job referral packet REVIEW An emp
270. n TX 5 1 2004 12 30 2004 Active P ee Activity Legend Group 4ccountant time Part time Part Time P Placements 2 Science Teacher Austin ISD Alumni Full Full Time Education Austin 5 12 2004 2 1 2005 Active PROA _ time Part time Texas R Referrals 3 Guest Service Manager Savvis Center Alumni Full Part Time Hotel Restaurant 10 10 2004 2 1 2005 Active PROA O Observations time Part time A Audits 2 Job Profile To access a job s activity records from the job profile follow these steps STEP A Click the View Activity link in the job profile Home My Profile Databases Tools Help Sign Out Job Search gt Job Profile Yiewing Job Guest Service Manager Copy Job Copy to New schedule view activi Delete Position Information Edit Job ID 4 STEP B Click on the desired tab e Toaccess a job s resume referrals click the Referrals tab e Toaccess a job s placement information click the Placements tab e To access a job s observation notes click the Observations tab e Toaccess a job s audit log click the Audits tab Es Only Administrators can view the Observations or Audit Activity Referrals NOTES Interfase User s Manual Page 128 of 271 ACCESSING A SCHEDULE S ACTIVITY A schedule s activity records can be accessed through the schedule search results page or the schedule profile schedule s Search Results Page To access a schedule s activity from the
271. n sign up until 11 59 PM Central Time EXAMPLE The employer Patty s Boutique will have 1 recruiter come on campus to interview for their Retail Management Trainee position Note that this example would be the same if more than one recruiter will be coming to interview for this position Refer to the CREATE A NEW SCHEDULE section for STEPS ONE and TWO of this process STEP THREE Complete the Posting Information section Yiewing Schedule 4 Retail Management Trainee Copy Schedule View Activity Delete Posting Information Schedule ID 4 Job Title Retail Management Trainee Organization Name Patty s Boutique Linked To Patty Sampson Linked To Jobs Job Location Austin Texas Number of Openings 5 Work Schedule Monday Friday and alternati Hours Per Week 45 Wage Salary on o00 40 000 Employment Start Date ue 1 2007 Employment End Date Ses Supervisor Carlos Beltran Job Description This position is designed only for those who are training both on the job and through company training programs to acquire the management and technical skills necessary to become a Manager A Application Instructions Apply via Interfase This is a preselect schedule therefore you must submit your resume for interview consideration After the Request e Period Closes all resumes will be reviewed and Ra Preselections Due Date interview decisions will b
272. na csoresearc From Subject CSO University Here is the requested resu A Verdana gt Normal Below you will find a link to the resume packet you requested Please click the link to see the resumes for those students that have signed up for this interview session e e alg EMAIL OPTION 3 NONE If you selected to email the packet to none then the resume packet will load in another window this packet will NOT be emailed Interfase User s Manual Page 198 of 271 SCHEDULE PRESELECT ACTIVITY PACKET A Schedule Preselect Packet contains a cover page and all student documents that were submitted for a specific schedule An administrator can create a preselect packet from the Schedules Database in the Preselect Activity section E An employer contact can also create a preselect schedule packet from the Schedule profile The following steps will guide an administrator through the process of creating a preselect packet STEP ONE To view the preselect activity for a specific schedule you must first search for the schedule Go to Databases gt Schedules gt Search Schedule Advanced Searth Keyerordl s j Schedule Hz Intervinw Cate Eq EJ Session Ho Organization Name peng Schedule Reference First Maen E Applicant Type Co epyintern a Full time Part ti Last m so Faye Ee Wark Study Clareltttrattnnt A su A Freshman Stat ct pheno Cancelled Junior e tage
273. nation Mark your calendar RS P to Event View Employers Attending BA E RSVP to Event click this button to RSVP to the event View Employers Attending click this button to view employers attending A student can view employers attending an event by clicking on the View Employers Attending button The student will be able to search by employer name or other fields in the event registration profile that the employer completed Search Screen Employer Search SPRING CAREER FAIR Organization Name fo Job Categories Position Types Alumni co op l Full time Entry Level Full time Experienced Degrees Sought Majors click Add g E ER SR EE NI RI W I Ay pee ae A Add Remove Search Results Screen Account Management Planning Accounting Accounting Auditing Actuarial Ra Es To view all employers click Search without choosing any search criteria Associates Search Results 3 employers Change Criteria Organization Name CSO Research Inc KPMG Southwest Wisconsin Tech College Website hitto awww csoresearch cam www Eom com WW Southwest Cec wis Es To view an employer s registration profile click on the employer s name Interfase User s Manual Page 62 of 271 Employer Registration Profile Es If Resume Drop is enabled for this event the student will be able to drop their resume
274. nce and productivity without regard to seniority Apply via Interfase This is a preselect schedule therefore you must submit your resume for interview consideration After the Request Period Closes all resumes will be reviewed and interview decisions will be made Applicants will receive an email notifying them of the employer s decision Preselections Due Date Current Signup Method Preselect Continuous Open To Requests Date Time of Employer Information Session 3 24 2007 6 00 PM Microsoft Internet Explorer P Gre you sure you want to delete this schedule and all records linked to it Microsoft Internet Explorer 2 LAST CHANCE Are you j Cancel SURE vou want to delete this schedule and all records linked to it j Cancel When deleting records in Interfase you will always be prompted twice to ensure that the Delete link was not selected by accident lf this schedule is linked to a Shared Interview Session that Interview Session will not be deleted Interfase User s Manual Page 106 of 271 STUDENT SCHEDULES A student can search for schedules by highlighting the Schedules menu The following is the submenu for the Schedules menu Qualified Schedules Future Schedules f Home My Account E Employer Directory Job Search Tel Schedules Te Career Events E Mentor Search l Sign Out Qualifying View amp apply to schedules a student qualifies for View all future schedul
275. nd it easily There is no need to open this file 3 Minimize Interfase STEP THREE Next we need to create the Job Flyer in Microsoft Word and link it to the Excel file that we saved to the desktop so that we can insert the Merge fields 1 Outside the system open up a Word document create your flyer and type in whatever additional text you would like in your flyer example job title job description post and expiration date you can even add images 2 Save the Word document to your computer in the same place where you saved the Excel In Word go to Tools gt Letters and Mailings gt Mail merge NOTE There are detailed steps in the Creating a Mail Merge Document section of the User s Manual Below are the quick steps Interfase User s Manual Page 212 of 271 Step 1 Choose Letters as the type of document you are creating Step 2 Choose Use the current document Step 3 Click on Browse gt search and select the Excel that we saved earlier Step 4 Click OK twice Step 5 Congratulations you have just linked the Excel to the Word document The Excel is now your data source in which you can insert merge fields into your document STEP FOUR Now we need to insert Merge fields into Word document for Job Flyer ee e IF vou have not alread write your letter now Insert Merge Field E To add recipient informa vour letter click a locat Insert Address Fields Co Database Fields the items below Fields
276. new one click the Update link Remove a document click the Remove link NOTE If only one document exists in a required category it will automatically be the Default document The Default document cannot be removed Interfase User s Manual Page 22 of 271 ACCESSING PENDING STUDENT RECORDS The student records that are pending administrator approval can be accessed two different ways 1 Administrator Desktop Home Pending bin H Pending Students Jobs Mentors Contacts Schedules Placements E On IO e E Event Registrations Part Time Job Fair Spring Career Fair Ie rs 2 Databases gt Students gt Pending f Home My Profile e Databases F Tools 2 Help Sign Out A Search L OD New Employers b Contacts b Jobs b Schedules b gt b gt Admins the POF Mentors Career Events Faculty icon in the Pending Student List Resume column is a quick link to 3 Students J the student s Seege FRE wee default resume ID User Name First Name Last Name Applicant Type Classification Graduation Office Advisor Status Updated Resun Activity 85 Becker Amy Becker Alumni Masters May 1998 Melissa Swan Pending 5 26 2004 tT PROSA 108 C Bright Craig Bright Alumni Alum May 1995 Pending 5 26 2004 PROSA 1000 ismithsr John Smithsr Full time May 2006 Pending 12 5 2003 a PROSA 1 Which students are included in the pending list The Pendi
277. nformation Es These fields are copied from the contact profile in your system If any of the information is changed on this form it will NOT affect their contact profile in your system BA If the employer has completed the Company Profile field in their profile it will also be copied into the Overview field Career Event Name Organization Name Department First Name Middle Initial Last Name Address Line 1 Address Line 2 City State Zip Code Phone Fax E mail Website Show Contact Info Overview Additional Information Logo Profile Information Positions Available Majors click Add Degrees Sought Job Categories Position Types Citizenship Registration Information PMG uman Resources atti Perkins 101 Fire Lane u w gt Oil Al 5 di 2 or 5 D O Gi Al m m 7 a L 0 EI x lt 8788 wn KA ii VD D T J co oo coo wn KA IW VD VD VD J co in in jean csoresearch com www kpmg com No KPMG is a global network of professional firms providing Audit Tax and Advisory services We operate in 144 countries and have more than 104 000 professionals working in member firms around the world S Browse Bachelor s A Certification Master s Associates Y Account Management Planning Accounting Accounting Auditing Actuarial
278. ng you can edit the record but you will not able to change any of the information in the record The payment status is automatically set to Paid and the payment date is filled in as the payment was processed through Interfase c Ifitis an existing record and you need to refund the payment whether using CSO Processing or not click Refund This will record a refund date and change the payment status back to Pending Following a refund you can retain the payment record or remove it Note If you remove a payment record it will remove the student RSVP from the event as well All student fees collected are compiled in the Event Statistics section at the bottom of an event The event statistics section shows a total number of RSVPs and a total amount of fees collected Also if the event is using CSO Credit Card Processing the statistics will also show a total of fees collected via credit card Interfase User s Manual Page 54 of 271 Manage Employer Credit Card Payments Additional functions have been added for managing employer registrations payments when you are using CSO Credit Card Processing for the event and the employer has selected to pay via credit card For more information on what process an employer goes through when paying with a credit card see question 3 in the Additional Questions section To Manage an Employer Registration that Paid via Credit Card SS Go to the applicable event as an administrator Go to the Employers s
279. ng a contact record it is recommended that the Employer and Contact Databases be searched for existing records This eliminates duplicate records in the system lf the employer record already exists an administrator has the option to e Link the new contact to the existing employer record and inactivate or delete the new employer record Refer to the Tippy icon in the contact profile section of the User s Manual for instructions on re linking a contact to a new employer e nactivate or delete the existing employer record and activate the new one Keep in mind that the existing record might contain linking records and important audit information e Not recommended Approve the new employer and contact record and take no further action This action creates duplicate records in your system If the contact record already exists an administrator has the option to e Let the employer contact know that a record already exists and issue a user name and password Inactivate or delete the new contact record Keep in mind that the contact may have created a new job when the new contact record was created You will need to re link those jobs before inactivating or deleting the new contact record e Approve the new contact record and inactivate or delete the existing contact record Keep in mind that the existing record might contain linking records and important audit information e Not recommended Approve the new contact and take no further action
280. ng list includes student records that have the field Complete Profile Yes and a Status Pending Both of these fields are in the Control Information section of the student profile Control Information SSN 123456789 lt gt Status Pending Office Advisor Faculty Advisor es Complete Profile Yes Mentor Contacts per Month 0 Created 1 18 2005 4 07 PM Modified 3 14 2005 3 19 PM How does the system know when a student has completed the profile There is a completeness check function that verifies all the required fields in the student profile are complete before the student is allowed to submit registration information for administrator approval Once all of the required fields have been completed the student has access to the Submit Profile button When the student clicks on the Submit Profile button the Complete Profile field in the student profile is updated to Yes NOTE If in your system a resume is required during registration then the system will verify that a resume has been uploaded before the student s Complete Profile field is updated to Yes By default a resume is NOT required during registration Interfase User s Manual Page 23 of 271 APPROVING PENDING STUDENT RECORDS If using open registration it is recommended that the administrator search for the pending student before approving a student record This eliminates duplicate records in the system lf a student record exists an administ
281. nique and fun contemporary and young designer collections ebe ranging from dressy tops and dresses to casual pants t a recruiting letter here to print and mail shirts and sweaters On line Application Address www pattysboutique com onlineapp html Majors International Business Marketing Include in Employer Contact Information Directory Employer Status Active Notes Contact Information Record ID 3 First Name Patty Middle Initial P Last Name Sampson Username csoemployer_1 Password password Title Proprietor Department Administrative Intro Ms Address Line 1 1234 Arlington Lane Address Line 2 Suite 22 City Arlington State TX Zip 76017 Phone 817 123 4567 Alternate Phone Fax 817 123 4569 EE Allow Student Viewing Select Yes to Primary Contact Yes allow students to view the contact Alum No information in the Employer Directory Account Manager Contact Type Full Access Allow Student Viewing in Employer Directory Contact Status Active Created 02 08 2005 10 37 AM Modified 09 14 2005 10 44 AM No Qualifiers Qualifiers Notes Contact Type Greeter Career Fair Recruiter Workshop Presenter Dress for Success Mock Interview Interfase User s Manual Page 29 of 271 ACCESSING PENDING EMPLOYER CONTACT RECORDS The employer contacts that are pending administrator approval can be accessed two ways 1
282. nistrator can also send students that signed up on a schedule s waiting list a mass email from the schedules Database The following steps will guide an administrator through the process of generating a student mass email via the Schedules Database STEP ONE Go to Databases gt Schedules gt Search Search for the desired Schedule STEP TWO Click on the desired Schedule Scroll down to the Waiting List section schedule Search Results Search Results 13 schedules Change Criteria Save Search Schedule Organization Interview ID Job Title Name Job Location Date Status Activity 110 Consultant KPMG Boston MA 04 25 2007 Request Active POA U 04 26 2007 Period Open 109 Electrical KPMG Atlanta GA 04 25 2007 Sign up Active POA Engineer Open 114 Auditor KPMG Elizabethtown 04 25 2007 Request Active POA D Period Open Click Manage List in the Waiting List section Posting Information Schedule ID 110 Job Title Consultant II Organization Name KPMG Linked To amp Patti Perkins Waiting List Manage List p D Students on List 4 STEP THREE Click the Mass Email button located at the bottom of the page All students listed are automatically included in the recipient list Manage Waiting List First Last Signup Submitted Change User Name Name Name Email Date Documents Documents Action 3 5 2007 thom black Thomas Black anni csoresearch com 12255 DM katrina csoresearch com Chen eee Chen k atrinam csore
283. nks deleted jobs 0 schedules 0 sessions 0 schedule rsvps O 5 12 Dec 11 2006 2 35PM Single Schedule Deleted 96 by Admin Sally Ryan Links deleted sessions U schedule rsvps 0 schedule preselects U schedule interview NOTES Interfase User s Manual Page 157 of 271 EMAIL LOG The Email Log function allows administrators to search and view logged information about any e mails sent from within Interfase Every email sent from the system is logged in the Email Log including packet emails system event automatic emails and mass emails It logs the date the email was sent the function the email was generated from reason who it was to from whom it was sent the subject of the e mail and some additional information regarding whether the email was processed when and any errors encountered To access the Email Log 1 Go to Tools gt Activity Log and select the Email Log tab 2 Enter a Start Date End Date and or Reason if necessary and click Generate Log 3 An Excel file is created with the requested email log entries that you can download and use in other applications Download Email Log Clear Email Log Opens in Excel start Date 01 01 2007 12 01 AM ET Reset B C D E G H 1 Submit Date Reason From To Subject Processed Processed Date Error Error Message 2 1 5 2007 16 22 System Event jean csoresearch com jean csoresearch com Your job has been approved Yes 1 5 2007 16 22 No 3 1 9 2007
284. none I Leger Stier Care EENS section Event Fees Notes Note See also Adding Fees to an Event section PREVIEW An Administrator can create a rsvp resume packet l Find more information in the Search for Students to RSYP Resume Packets Career Event User Name rt une Let ane est Registered Employers of employers that have registered Paid Employers of employers that have a Paid status Percentage Paid Employers Total Amount Paid the sum of all amounts in the Amount Paid field for Employers Dropped Resumes total of student dropped resumes total of student RSVPs Student RSVPs pean the sum of all amounts in the Amount Paid field for Students Total Amount Paid NOTES Interfase User s Manual Page 42 of 271 ADDING MATERIALS Materials are available to employers only Typical uses for materials are to provide employers with a map to campus event contact information or to provide a link to a website that has local hotel and restaurant listings A material can reference a URL or can be a Word or PDF document To add a new material click the Edit link in the Materials section of the Career Event Profile Career Fair Agenda This material provides the agenda for the fair Campus Map To add a new material 1 Enter the name of the material in the New Material field Click the Add button Title New Material Campus
285. ns will only be available to students if fees have been setup and payment options selected The storing and management of student payments are not handled in the existing student RSVP A student will still submit an RSVP to an event but when payment information is submitted as well this is stored in a separate student RSVP payment record These records can be accessed and managed in a new function available in the Student RSVP section of an event called Manage RSVP Payments In Manage RSVP Payments you can search review and edit student RSVP payment records Each student RSVP that has submitted a payment will have a corresponding record in Manage RSVP Payments Each record stores payment information including total fee payment method and payment status To Manage a Student RSVP Payment 1 Go to the applicable event as an administrator 2 Goto the Student RSVP section and click Manage RSVP Payments 3 Locate the student whose payment record you wish to manage 4 Here you have several options a If itis anew payment record and the student selected a payment method of cash check or credit card when not using CSO Processing click Edit The record will have a payment status of Pending You can change this to Paid once you have collected the payment and you can record a payment date Click Save when you finish editing the payment record bh If itis anew payment record and student select payment method of credit card when using CSO Processi
286. nt Management Planning P Non US Not bt to oe Accounting Auditing Non US Qualified to Wor Actuarial IUS Citizen Administration v l Default Resume 435 Resume z Allow Employer Viewing v Complete Profile v Country USA Canada gt Document Error Exists v Mexico Algeria k STEP TWO Select the students who should be included in the resume packet When selecting students to include in the resume packet an administrator can use any of the following methods e click the Select All button to include all of the students in the search results list e select the checkbox in the column header to select all of the students on that page only or e individually select the checkbox next to the student Search Results 42 students Change Criteria Save Search 4 Record ID User Name First Name Last Name Applicant Type Classification Expected Graduation Office Advisor Email Status Activity csostudent Lynn Berger Co op Intern Full time Part time Work Study Junior May 2008 Robert Locke A Active PROSA Chen Susan Susan Chen Full time Part time Alumni May 2007 Michelle Ewing Active PROSA Smith Natasha 4 Natacha Smith Full time Part time May 2007 Michelle Ewing Active PROSA Active PROSA Active PROSA Active PROSA Active PROSA A Smith Stephanie 5 Stephanie Smith Work Study August 2007 Michelle Ewing amp A A A Smith Genise 27 Genise i Full time Part time Alum May 2007 Michelle Ewing Active PROSA A A A A A Smith Kath
287. nt updated document Student edited profile Employer website viewed Online application viewed Examples of employer contact Audit Log entries Contact logged in Contact created a job Contact edited a job Contact viewed student profile Contact edited profile CREATING AN AUDIT ENTRY Lynn Berger Lynn Berger Lynn Berger Lynn Berger Lynn Berger Lynn Berger Lynn Berger PREVIEW Audit log entries can be downloaded under Tools gt Activity Log Audit Log tab Refer to the Activity Log Audit Log History section of the User s Manual for more information An audit entry cannot manually be added Audit entries are created automatically by the system when specific actions are performed that is student logs in admin deletes a record etc Interfase User s Manual Page 149 of 271 VIEWING MENTORS CONTACTED BY STUDENTS To view the mentors that a student has contacted go to the student s activity information STEP ONE First search for your student You can do this from your Home page if you know the student s first and or last name If you need to search by student id or some other field go to Databases gt student gt Search v Quick Search Students 13 Student First Nam Jobs ay Mentors 3 Student Last Name oe l 13 Organization Name Event Registrations Cinco de Mayo Jobfair 6 Contact First Name Austin Career Fair 4 rene erat Austin Caree
288. nterfase generates one resume packet that includes a cover page that lists a summary of all the students in the packet followed by the students default document s This packet can be viewed downloaded as a zip file or generated into one PDF file There are two ways that an administrator can generate a resume packet via student search or reports The process for each is detailed below STUDENT PACKET VIA STUDENT SEARCH Example 1 An administrator can determine which students to include in the resume packet by specifying the student criteria in the student search screen The following sections will guide an administrator through the process of creating a student packet via the student search We will begin with generating a resume packet for internal use and then generate one that will be forwarded to an employer EXAMPLE 1 Sally is the office advisor for Accounting students Periodically she likes to run a resume packet of her students to look over their resumes STEP ONE Specify the student search criteria using the student search Go to Databases gt Students gt Search select the student criteria and click the Search button Student Advanced Search Keyword s Last Name BA First Name Email Es Don t forget to include the fields Status Default Resume Allow Employer Viewing Complete Profile Expected Graduation Majors click Add Skills Qualifiers Job Preference Default Re
289. nterview ID Job Title Name Job Location Date Status Activity bin Consultant KPMG Boston MA 04 25 2007 Request Active POA Il 04 26 2007 Period Open 109 Electrical KPMG Atlanta GA 04 25 2007 Sign up Active POA Engineer Open 114 Auditor KPMG Elizabethtown 04 25 2007 Request Active POA PA Period Open STEP THREE Click Manage List in the Waiting List section Posting Information Schedule ID 110 Job Title Consultant II Organization Name KPMG Linked To amp Patti Perkins Waiting List Manage List Students on List 4 NOTE The Waiting List section will only be available if the ALLOW WAITING LIST option is set to Yes in the Control Information section The Waiting list can ONLY be used with an Open Schedules Control Information Freeze Date Time Allow Waiting List Yes Allow Alternates No Status Active Created 02 13 2007 3 17 PM Modified 03 05 2007 12 56 PM Interfase User s Manual Page 203 of 271 STEP FOUR Decide whether or not to email this packet and to whom Then click the Create Packet button Manage Waiting List First Last Signup Submitted Change User Mame i Name Email Date Documents Documents Action 3200F thom black ao ann csoresearch com 12 55 DM katrina csoresearch com 3 5 2007 Chen Susan 101 PM csostudent Lene jean csoresearch com Se zg Smith Natacha 4 Natasha Smith email demo com Se D 1 email packet ta self O employer employer amp self none EMAIL OPTIO
290. nterview Time Student O 9 00 AM O 9 30 Am TT 10 00 AM TT 10 30 4M O 11 00 4M O 11 30 4M TT 12 00 PM Lunch Edit Reserved Slot TT 1 00 PM O 1 30 PM O 2 00 PM Action Es The Timeslot Template we selected was customized this way You may modify this Interview Session s timeslots It will not affect the default Template that was used to create this interview session Afternoon Break Edit Reserved Slot O 2 30 PM O 3 00 pm O 3 30 PM CT 4 00 pm O 4 30 Pm email packet to Oself O employer O employer amp self none Remove Selected Timeslots Create Packet Interfase User s Manual Page 83 of 271 CREATING A PRESELECT CONTINUOUS SCHEDULE A Preselect Continuous Schedule involves a system AND Employer screening process Students who meet the requirements can request an interview but the employer ultimately chooses which students can sign up for an interview timeslot In creating a Preselect Continuous Schedule you control the different periods of time when things will happen This schedule is different from the Preselect Schedule because some periods are combined 1 Preselect Continuous Open To Requests This is the first day students who meet the Requirements can request an interview They will need to submit their resume and any other required documents The request period opens at 12 05 AM Central Time 2 Preselect Continuous Clo
291. nterview timeslot First Timeslot Start Time Enter a time only For example 9 00 or 4 30 This will be the when the first interview timeslot starts Last Timeslot Start Time Enter a time only For example 9 00 or 4 30 This will be the when the last interview timeslot starts Click Save Session Information Interview Date Interview Room EE Un assigned Interview Location Session Information Status active v D Configure Timeslots Configure Interview Duration Timeslots Manually Timeslot Break Period 0 First Timeslot Start Time GAN Opm The Time must be EES E Be sure to choose PM if the last entered in a format like Bn timeslot will start in the afternoon 9 00 or 4 30 Import Timeslots Timeslot Template Here is your interview session with the timeslots added You will need to add in a lunch break and or any reserved breaks if necessary Session Information Edit Session ID 113 Linked To Schedules 4 Retail Management Trainee Organization Name Patty s Boutigue Interview Date 05 25 2007 Interview Duration 30 Interview Location US Army Interviewing Room Room Assignment Un assigned Session Information Bring your official transcript Status Active Created 2 23 2007 3 49 PM ie eae eee Es By default the system will fill in the Contact person s name that is linked to Recruiter this schedule Click the Edit to change the Recruiter or T
292. nth Bachelor s Certification Master s Associates Citizenship Non US Not Qualified to Work Non US Qualified to Work US Citizen Country Add Remove Account Management Planning Accounting Auditing Actuarial Administration RE Es To reset search criteria click the Reset button Faculty Student Search Results BA E To view the student s profile and resume individually click on the student s first or last name Search Results 19 students First Name Last Name CT Lynn CT susan CT Natasha CT Genise TT Lance g Dwight TT Doug g Eric TT Ver g Rachel CT Carolyn C Grace A Robert F Nancy F Sunny g Ed Brett O Gabriella O Morris Create Packets Es Save your search This will show up in your Quick Links section on the Home page Change Criteria Save Seare z Classification Expected Graduation May 2008 May 2005 May 2005 Applicant Type Co op Intern Full time Part time Work Study Junior Full time Part time Full time Part time Alumni Winter Roberts Fizman Hax Waters Ashland Sumthinerother Day Finkelstein Barker Valdez Roberts Full time Part time Full time Part time Full time Part time Full time Part time Full time Part time Full time Part time Alum Senior Alum Senior Alum Senior Co op Intern Full time Part time Work Study Sophomore Full time Part time Junior
293. nts STEP 1 Enter the Resource Title In the Add Resource Item section enter the name of the resource in the Resource Title field This is the name that will be displayed to students and or employer contacts Interfase User s Manual Page 217 of 271 STEP 2 Select who the document will be available to Check Student if the resource should only be available to students Check Contact if the resource should only be available to contacts Select both Student and Contact if the resource should be available to students and employer contacts STEP 3 Identify folder category Select the folder category the resource will appear in by either selecting an existing folder from the Add To Folder drop down list or by entering the name of a new folder in Create New Folder Add Resource Item Resource Title Tips For Interviewing Available To V Student J Contact Add To Folder Create New Folder Tips and Other Helpful Docum STEP 4 Click the Add Resource button STEP 5 Browse for document Enter the local path of the document or click on the Browse button to locate the document that will be uploaded into the Resource Library Upload Resource Select File to Upload Browse NOTE The document uploaded can be either a Microsoft Word document or a PDF document If a Microsoft Word document is uploaded the system will be convert the document into a PDF document for vi
294. o be required Required Document Categories C Cover Letters Resumes C References C Letters of Recommendation STEP SEVEN Complete the Control Information section optional If you will use it then it needs Freeze Date Time 95 11 2007 11 59 PM bei Allow Waiting List Allow Alternates Created 04 21 2005 3 40 PM Modified 03 01 2007 3 51 PM Interfase User s Manual Page 87 of 271 Es FREEZE DATE TIME This field is to be before the Sign up Closed date in the Timeline section On this date time the students who are already signed up for an interview timeslot will be frozen to that timeslot They will not be able to cancel or change to a different timeslot Students who have not yet signed up but are qualified to will be able to signup STEP EIGHT Create the Interview Session The Interview Session is where the date room and interview timeslots are stored A Schedule can have more than one Interview Session or can share an Interview Session NOTE Ifthe employer Patty s Boutique had multiple recruiters coming to interview for this position you would add an interview session for each room Simply repeat STEP EIGHT for each Interview Session that needs to be created a Click Add Session to begin eS Session Interview Interview Interview Session ID Date Location Room Recruiter Information Status 1 Delete Selected Sessions b Complete the Session Information section
295. ob Location Job Category Position Type Applicant Type Minimum GPa Citizenship Graduation Start Graduation End Classification Degrees Majors click add Post Date Expiration Date EA 1165 eo Financial Analyst JOB PROFILE FIELDS During the setup of your system you will CSO Research Inc decide which job fields are viewable to faculty 3 M F 8 5 For example it is possible to have fields only 404 viewable to students and administrator 55000 08 01 2006 Celeste German Lead the Budget process for CSO Monthly and quarterly forecasting of sales revenue and expenses with the objective of maximizing shareholder returns Internal Reporting to various business partners across the company External Reporting to Shareholders all Street Ad hoc analysis and reporting as needed by CFO and Soe be oe Austin Ts Finance Full time Part time 3 5000 Alumni 05 16 2005 Interfase User s Manual Page 271 of 271
296. ob Search To view qualified schedules Select Schedules Re To view upcoming events Select Career Events To view referrals and placements Select My Activity Es TO VIEW RESOURCE LIBRARY AS A STUDENT OR AN EMPLOYER CONTACT Announcements STEP 1 Login as a student or employer contact ao curoni renee oe STEP 2 In the Resource Library section on the Home page Click the next to any folder you wish to expand Once you have located the desired resource click on it Resource Library STEP 3 m Contact Forms A new browser window will open to show the i QO a ap een Forms Omce Poucies resource a gt Quick Links The organization of resources within the library is managed by creating categories in which documents can be stored These categories appear in a tree like majors and can be nested to create main and sub categories with documents contained in each if necessary TOOLS gt SETUP gt PERMISSIONS For Admins Menus gt Admin gt Tools For Students Employers Forms gt Home NOTE The permissions for the Resource Library are on by default for administrators but off by default for students and employers CREATE A NEW RESOURCE To create a new resource go to Tools gt Resource Library T Toos Sign Out Lf Activity Log Reports Announcements e l TURN ON OFF RESOURCE LIBRARY l l Firewall Resume Books To Upload Categorize and Manage a Library of Setup Information Docume
297. ob Title Department Start Date End Date Position Type Salary Pay per Period Estimated Hours per Week Additional Compensation Car Source Status Active Notes Created Modified Work Information Notes Supervisor Address Line 1 Address Line 2 City State Zip Country Map of Address Above Phone Fax Email Placement Information Edit Work Information Edit e Lynn Berger CSO Research Inc Evan Robert amp Credit Analyst es Sally Ryan Ss Personal Information Notes Credit Analyst Finance Department 08 31 2006 05 25 2007 Part time 5 75 Hourly 20 Hour 10 No Student Self Referral will be working as a marketing intern for the summer 6 30 Lynn emailed to let me know that it s going terrific it looks like she s going to stay on for another semester She ll let me know 05 06 2005 11 50 AM 02 26 2007 3 21 PM James Spader P O Box 340819 Austin TX 78734 Online Map 512 555 1234 512 555 1235 katrina csoresearch com GPA Score Work Term Number Course Section Credits Enrolled Date Paid Fee Date Followup Date Semester Year Student Eval Employer Eval Intern Coop Information Edit Intern Coop Information Notes 3 4000 96 2 cs 55588 1 09 01 2005 09 01 2005 03 01 2007 Summer 2006 Very Good Outstanding Interfase User s Manual
298. of 271 DELETING A SCHEDULE An administrator has the ability to delete a Schedule This will delete the Schedule the Information session the Interview Session s and ALL activity associated with that schedule To delete a Schedule click the Delete link at the top of the Schedule profile NOTE Yiewing Schedule 4 Retail Management Trainee Copy Schedule View Activity Delete Lem Posting Information Schedule ID Job Title Organization Name Linked To 4 Retail Management Trainee Patty s Boutique amp Patty Sampson Linked To Jobs Job Location Number of Openings Work Schedule Austin Texas 5 Monday Friday and alternating Saturdays Hours Per Week 40 Wage Salary Employment Start Date 30 000 40 000 June 1 2007 Employment End Date Supervisor Carlos Beltran Job Description Application Instructions This position is designed only for those who are training both on the job and through company training programs to acquire the management and technical skills necessary to become a Manager Job Responsibilities New hires in retailing start as assistant managers with extensive hands on training Each assistant works one on one with his her store manager spending time in each department learning day to day operations Responsible for maintaining store appearance customer service and inventory as designated by store manager Promotion is based on performa
299. of the job profile Important On this job the Allow Online Referral field has been set to YES by the employer or administrator How to apply to a Job Posting 1 To apply a student must click the Submit Resume button at the top of the job Do you want to rename the Submit Resume button Submit Resume 2 When clicked the student can select the documents to submit and type a message for the employer A student can do this in the Self Referral page see below Self Referral Documents Select Documents Student M Si udent Message SZ de When a student submits their resume for a job a referral record is automatically generated 3 Once the documents are selected and a message to the employer optional is typed he she should click the Submit button to send the information The student then receives a confirmation message on the screen You have successfully submitted your resume NOTE A student can view their resume referral activity under the My Account gt My Activity menu option Employer Directory Job Search E Schedules i Career Events Mentor Search Sign Out My Profile EN My Documents amt Under My Activity the student can see their resume Referrals Placements Event RSVP and Schedule Activity Interfase User s Manual Page 236 of 271 STUDENT MENTORS A student can search for mentors by clicking on the Mentor Search menu ei Home My Account Employer Dir
300. ork Local Phone 512 358 3130 Ee study application for students to download eee Es An Admin can create Help Tips on any field in Interfase to help guide users A question mark appears next to the field and when a user hovers over the question mark a tip appears For more information on how to create Help Tips please reference the Supervisor s Guide If you have a website please feel tree to list it here for employers to access Interfase User s Manual Page 20 of 271 Student Profile Continued Yiewing student Susan Chen View Documents View Activity Delete Personal Information Record ID 3 Personal Information Re First Name Susan ae Middle Name e Last Name Chen Notes User Name csostudent CUSTOM FIELDS Password student Admins can create unlimited date text code and multi code fields and have them appear anywhere in the profiles Please note custom fields can be added as criteria Permanent Address Line 1 Permanent Address Line 2 Permanent City Permanent State Permanent Zip Permanent Phone 4100 N Saint Mary s 74 Beeville TX 78102 512 222 7819 for a report as well as added to any search Permanent Phone 2 512 894 7894 page Local Address Line 1 3800 Charco Rd Local Address Line 2 Demographic Information Notes Applicant Type This field captures the student s access level Demographic Information Local City Local
301. ose PM if the last format like Last Timeslot Start Time 4 30 30 timeslot will start in the afternoon SS Ls Timeslots Timeslot TimeslotTemplate e Now you will see this screen Session ID 113 Linked To Schedules 4 Retail Management Trainee Organization Name Patty s Boutique Interview Date 05 25 2007 Interview Duration 30 Interview Location US Army Interviewing Room Room Assignment Un assigned Session Information Bring your official transcript Status Active DA Created 2 23 2007 3 49 PM F SE Es By default the system will fill in the Contact person s name that is linked to Recruiter this schedule Patty Sampson Click the Edit to change the Recruiter or Timeline For Schedule 4 i to add additional Recruiters for this Date Signup Method interview session 3 12 2007 Sign up Open 5 23 2007 Sign up Closed Timeslots Add Timeslot Submitted Change Interview Time Student Documents Documents Reference Schedule ID Action NA Don t forget to configure your reserved timeslots for lunch etc O d d 0O LI 0 d 0 O O O LI 0 LI LI 0 email packet to O self O employer O employer amp self none Remove Selected Timeslots Create Packet Interfase User s Manual Page 82 of 271 OPTION 2 Automatically add Timeslots with a Timeslot Template a Complete the Session Information section Interview Date Status etc b Complete the Import Timeslots section by choosing a t
302. osoft Internet Explorer K Saving picks will notify each student of the selection made For this schedule Any students without status selections will remain without a selection and 7 will not be notified until a selection is made Press OK to continue or Cancel to stop and review these selections 2 After clicking OK they will get another prompt to verify this Now their selections have been saved The employer will still need to continuously make selections through the time period of this schedule Microsoft Internet Explorer 4 The schedule selections will now be saved Are the selections For this schedule correct BW Cancel Interfase User s Manual Page 114 of 271 ACCESSING AN INTERVIEW SESSION To view the students on an interview session and to create the Interview Session Packet click the Session ID or Interview Date link in the Sessions section of the schedule profile Sessions Interview Session Date Interview Location Recruiter Information Status US Navy Interview Room US Army Interviewing Alex Boom Rodriguez 1 Craig Biggio Session 2 TARADA Session 1 The interview session information and the timeslots will be displayed Timeslots Submitted Interview Time Student Documents Reference Schedule ID Robin Pelc e Eune By default an Employer can NOT mass email students on the Interview Session However you may wish to turn this option on to your employers Es Employers can crea
303. ot be Alternate Email alincoln lincolnford com disclosed to students Cultural Background Caucasian Allow Student Contact Yes Show Contact Info The student will be EE E able to view a mentor s contact Show Phone Yes information if this field is set to Show h h Show Alternate Phone Yes Contact Info Show Email No Show Alternate Email Yes For Anonymous Contact Use Alternate Email Ree a Ee MONE Max Student Contacts per Month Enter the number of students who will Employment Information em be able to contact the mentor per month Employer Name Lincoln Ford Job Title Car Salesperson Industry Engineering Job Function Employment Status Job Description Sell quality used vehicles at an honest price Previous Jobs Store manager Surveyor Postmaster lawyer served 4 terms in Illinois Legislature U S state representative of Illinois 16th President of the U S A Advice Leave nothing for tomorrow that which can be done today Expertise Oration operations management diplomacy negotiations Hobbies Reading books Education School most current Honest Abe University Major most current Law Graduation Year most current 1861 Degree most current Doctorates School Honest Abe University Major Pre Law Graduation Year 1841 Degree Masters School least current Honest Abe University Major least current Public Speaking Graduation Year least current Degree least cu
304. ough it is reserved it is still listed as a multi use open item Purple This is because upon creation this room was designated as a multi use room e Orange Unassigned Session when you view this item on a day in month view there is a number next that indicates how many unassigned sessions you have when you click to see the unassigned session in a day view it shows you the unassigned session details and also allows you to assign the session to a room Please see Assigning sessions to rooms from the room calendar How to Assign Sessions to Rooms from the Schedule eh oo es Create your Schedule Add New Session Under the Session Information section the Interview Room field now has a calendar next to it with the words Unassigned NOTE You do not need to fill in the Interview Date It will be filled in once you select the room on the calendar Click on the Room Calendar icon EJ Choose a day of the interviews by clicking on the number link Choose an Open Room by clicking on the name of the room you want to assign this session to Complete the rest of the session creation How to Assign sessions to rooms from the Room Calendar SO a IY Go to Databases gt Rooms gt Room Calendar Look for the unassigned session in Orange Click on the number link to see the day view Locate and click on the unassigned session Click on the Room Calendar icon LEI Assign it to an open room for that day How to Reassign or Release a Room Assignment
305. p Sign un d Activity Log Pc Reports ri Packets i A Report Search D New Report F se Mass Email Search Weve Mass Email Announcements Firewall Me Record Merge Resume Books Resource Library Upload GF Setup STEP TWO Select the Email Type and Query Type Mass Change Cyttem Stats Email Type Placement Email Contact Email Job Email Query Type Student Mentor Schedule Waitlist Schedule RSVP STEP THREE Select the Criteria for the Mass Email To add criteria for the mass email 1 Select the Field Name All fields in the student profile are listed in the Field Name drop down field 2 Select the Comparator view the comparator legend below 3 Enter a value and click the Add Criteria button Steps 1 3 can be repeated to query on more fields i e Student Status Active 4 Confirm that all the criteria were added under Resume Packet Criteria Added 5 Continue adding criteria by repeating the previous steps Once all criteria have been added click the Continue button and proceed to the STEP 4 Below we have selected students with a classification of Senior to email Select Criteria for Student Mass Email Database from which to Add Student Mass Email Criteria Student v d Enter criteria to add Es Make sure you Field Name Comparator Value click the ADD And
306. packet would NOT be emailed the packet will now open up in a new window to be viewed and or printed If in STEP THREE the administrator chose to email the packet to self then the system emails the packet to the email address in that administrator s profile STEP FIVE Ifin STEP THREE the administrator chose to email the packet to employer or employer A self then the next screen requires the administrator to select the employer contact to send the email to To select the employer click the Select link under the Action column DA Employers to Email Packet sa ed i Ge Name a eech Interfase will only ice o e Comptroller oodenow eve oodenow eve ason csoresearch com ele i er allow you to select from the Office of the Comptroller Hayes Sheila Hayes_Sheila jason csoresearch com Select 7 employer contacts that have an email address The Packet Settings pop up window will appear STEP SIX Modify the Email An administrator can modify the To From Subject and Body fields of the email In the Body the text can be formatted including changing the font size type or color Website addresses or email addresses can also be inserted as hyperlinks This email will be sent out as an HTML email Packet Settings Microsoft Internet Explorer Additional e mail addresses may be manually added in the TO fe field Use a comma to separate each address If you do not get the email pop up window then you could To katrina csores
307. ployer will see after they have selected the Can t Find Your Organization button Employer Information Organization Name Location ck Website First the employer Employer Category Accounting p H Advertising Marketing will need to complete the perospach Employer Information Agriculture Address Line 1 section Address Line 2 City State Zip Phone Fax Profile On line Application Address Majors E a Add Remove Include in Employer I irectory Yes LJ Interfase User s Manual Page 241 of 271 Contact Information First Name Middle Initial Last Name Username Se y Password E Es Then they will Title need to complete the Department E Contact Information Intro section Address Line 1 Address Line 2 They will need to select the Register button to City State complete the process nei Phone gt o e Alternate Phone Fax OE Email Allow Student Viewing in Employer Directory No LJ Once an employer clicks on the Register button completes the registration the profile will have a Pending status until an administrator activates the profile changes the status to Active and assigns a Contact Type By default the following is the menu that a pending employer can see At this point the
308. r Location Phone Status Status Austin A First Last Organization Username Name Name Name patperkins Patti Perkins KPMG LLP Record ID patti Datt Perkins KPMG Ts Austin I Audits and Event activity cannot be re linked Jobs Schedules Events Activity alz 999 7O88 gile 999 fooo 1 Pending Pending Active Active STEP ONE Click on the 1 under the Jobs column Then click on the job title to view the job profile Job Profile Position Information Edit Job ID Job Title Job Reference Num 4 ee fy Organization Name cy Linked To Referenced Schedule No of Openings Work Schedule Hours per Week Wage Salary Employment Start Date 1266 Accounting Intern KPMG LLP Patti Perkins Z Mon Fri 9 4pm 40 40000 asap Employment End Date Cunneairne STEP TWO Click on the chain link next to Patti Perkins STEP THREE In the pop up window click the broken chain link next to Patti Perkins name F Admin Be Link Microsoft Ir iernet Explorer Editing Job record 1266 Currently Linked To SS Patti Perkins 928 E Quick Assign to Record Search Criteria First Name Last Name Interfase User s Manual Page 33 of 271 Now the Employer tab is viewable and you can re link to the Employer record id 846 ze Link Microsoft Internet Explorer Editing Job res Currently Linked To KPMG LLP
309. r Fair 3 sd SEH Expo 2 Job ID Nursing Job Fair Z Austin Career Fair Ss Schedule ID Change Criteria Save Search Record User i Expected Office A ID Name Applicant Type Classification Graduation Advisor Email Status Activity CT w 3 csostudent Susan Co op Intern Masters May 2006 Accounting MACY Electrical Engineering Michelle A Active PROSA Full time Part Finance Management Management Ewing time Information Systems Marketing STEP THREE Finally click on the Mentor tab Mentors for Student Susan Chen Activity Information Referrals 102 Placements 15 Schedules 36 Mentors 26 Event RS Ps 15 Observations 15 Audits 27 FirstName UserName Employer Name Industry Status Date Beal Brett csomentor Lets Make a Difference Consulting Active 9 20 2005 Listed are all the mentors this Beal Brett csomentor Lets Make a Difference Consulting Active 10 10 2005 student has contacted as well as Behunek Jan jbehunek Colorado State University Computers Active 10 19 2007 the date they were contacted Trump Donald yourtired Trump Enterprises RealEstate Active 11 35 200 Mature Mother animals Green Peace Healthcare Active 11 3 2000 Click on the mentor s name or Beal Brett csomentor Lets Make a Difference Consulting Active 11 16 200 Roberts Ann robertsac CSO Research Computers Active 11 17 2005 username to view the mentor s Mature Mother animals Green Peace Healthcare Active 12 13 2005 pro
310. r can view a job s activity which include referrals and placements by using one of these two methods 1 Clicking on the P or R under the Activity column in the job list page or by e View students applying for a posting click the highlighted R in the Activity column If no students have yet applied for the job the R will not be highlighted e Report hiring a student graduate click the P in the Activity column The P is highlighted when a student has been hired for the posting Job ID Job Title Applicant Type Status 2 Fulltime Job test only Full time Part time Active LPR do not apply 1164 Credit Analyst Full time Part time Active PR In this position you will analyze requests for credit and plan investigations along with requests for appropriate credit reports to be performed pe more 1165 Financial Analyst Full time Part time Active PR Lead the Budget process for CSO Monthly and quarterly forecasting of sales revenue and expenses with the objective of maximizing shareholder re more Interfase User s Manual Page 252 of 271 2 Clicking on the job ID or the job title in the job list page and then clicking on the View Activity link in the job profile Copy 101 view atv Close Job Please review the information contained in this job posting Click on the Edit link for each section to make any changes Click the View Activity link above to view all activity for this job posting
311. r icon E on the day that the personal event will take place Complete the Calendar Event section and Save To create an event that will take place in the future click the Month View link highlight the day that the event will take place and right click the mouse to view menu options Select Add New Event Complete the Calendar Event section and Save IMPORTANT Personal events are only seen by the owner of the event Interfase User s Manual Page 16 of 271 MY ADMIN PROFILE An administrator can view and edit the profile by clicking on the My Profile menu Home My Profile W Databases Hf Tools Help Sign Out RT Profile Yiewing Administrator John Smith View Activity Administrator Information Edit Record ID First Name Middle Initial Last Name User Name Password Title Department Address Line 1 Address Line city State Zip Phone Fax Email 1 John i Smith csoadmin Admin Career Counselor Career Services Austin Tx 70759 666 705 4201 800 858 1380 support csoresearch cam Control Information Status Access Level Obs Private Type Created Modified Active Supervisor 1 1 0001 12 00 00 AM 7 30 2004 3 10 44 PM All profiles are divided into sections To edit a section in a profile click the Edit link By default only administrators with a Supervisor Access Level can edit the Control Information section C
312. r official transcript Status active vi c Complete the Timeslot information There are two different options you can follow to create the Timeslots for an Interview session Option 1 Configure timeslots without a template Option 2 Configure timeslots with an existing template Recommended Option ES Interview Duration as CONFIGURE TIMESLOTS Timeslot Break Period o Enter the interview time range First Timeslot Start Time _ am Opm then add breaks in later Last Timeslot Start Time IMPORT TIMESLOTS Choose the desired Timeslot Timeslot Template v al Save cancel OPTION 1 Configure your Timeslots without a template a Complete the Session Information section Interview Date Status etc b Complete the Configure Timeslots section Interview Duration Enter numbers only This is the length of each interview Timeslot Break Period Enter numbers only This will insert a break after EACH interview timeslot First Timeslot Start Time Enter a time only For example 9 00 or 4 30 This will be the when the first interview timeslot starts Interfase User s Manual Page 73 of 271 Last Timeslot Start Time Enter a time only For example 9 00 or 4 30 This will be the when the last interview timeslot starts Click Save Session Information Interview Date Interview Room Un assigned Interview Location Session Information 7 Status
313. rator has the option to 1 Inactivate or delete the new student record and activate the existing record if not already active 2 Inactivate or delete the existing student record and activate the new one Keep in mind that the existing record might contain linking records and important audit information 3 Not recommended Approve the new student record and take no further action This action creates duplicate records in your system How do approve a student s record To approve a student s record an administrator must assign 1 an Applicant Type and 2 an Active Status Es The Student Approved system event automatic email will be sent when a student s status is changed from Pending to Active By default this email is NOT enabled in your system Why does a student need an Applicant Type Applicant Type is the student s access level Students must have an access level in order for the system display the correct menu items and grant access to the appropriate information Should students be able to select their own Applicant Type s Or will an administrator select Applicant Type s when approving each student NOTES CREATING A NEW STUDENT RECORD To create a new student record go to Databases gt Students gt New or simply use the new student hotkey IS New Student Hotkey NOTE Before creating a new student record search the Students Database for an existing record This eliminates duplicate records in the system
314. rdinating timeline will automate how and when the students employers view perform action in the schedule 1 OPEN Involves a system screening process ONLY Students who meet the requirements can sign up for an interview PRESELECT Involves a system AND Employer screening process Students who meet the Requirements can submit an interview request Once the deadline is reached employers review interview requests and make decisions on all interview candidates Alternate interview candidates may be selected Accepted candidates must wait to sign up for an interview until the sign up date is reached Alternate candidates must wait to sign up for an interview until the alternate sign up date is reached PRESELECT CONTINUOUS Involves a system AND Employer screening process Students who meet the Requirements can submit an interview request Employer reviews interview requests and makes interview decisions on an ongoing basis Alternate interview candidates may NOT be selected students can sign up as soon as an interview decision has been made for their interview request 4 COMBINED SCHEDULE A Preselect Schedule followed by an Open Schedule Interfase User s Manual Page 65 of 271 SCHEDULES SEARCH AND SEARCH RESULTS To search the Schedules database go to Databases gt Schedules gt Search or use the schedule search hotkey Schedules Search Criteria Schedule Advanced Search search Reset lt lt Schedule 10
315. re are two steps to the process STEP ONE SELECT THE POSITION THAT WAS FILLED What position was filled If the results did not return the position that was filled click here to enter position information My Jobs wx Schedules My Jobs list all jobs in the system for your account If the placement you are reporting is for one of these jobs click Select Job next to the applicable ob If the job is not listed here use the link above to manually enter position information Your Jobs Job ID Job Title Applicant Type Action 1154 Accountant Select Job 1164 Credit Analyst Full time FP art time Select Job STEP TWO FILL IN DETAILS Placement Information Job Title Deportment Start Date End Date J Position Type Full time Entry Level Salary 35000 00 Pay per Period Annually s Estimated Hours per Week Source Student Self Referral i Status Student Created Fat Concer NOTES Interfase User s Manual Page 225 of 271 My Task List The My Task List function is meant as a place to show student activity that requires attention on their part but since it is not date based it will not appear on the calendar The tasks are grouped together by type of task and each task item can be acted upon by clicking the GO link that appears next to the item Once a task has been completed it will be removed from the task list Quick Links E Or o a Hire My Task List Saved Sear
316. receive an email notifying them of the employer s decision Preselections Due Date Current Signup Method Preselect Continuous Open To Requests Date Time of Employer Information Session 3 24 2007 6 00 PM STEP TWO Click on the Delete link will remove the Info Session as well as any student RSVPs Yiewing Schedule 4 Retail Management Trainee Delete E Information Session Date Time of Employer Information Session Location Student Union Building Room 206 Description This is a great opportunity for you to learn more about Patty s Boutique and the Retail Management Trainee position You will meet the interviewers for the first time in a more relaxed environment You will also be able to ask questions that you may not have time to ask during your interview 05 24 2007 6 00 PM Refreshments will be served RS P Limit RSY P List User Name First Name Last Name Email Action csostudent Berger jean csoresearch com Remove Chen Susan katrina csoresearch com Remove 1 Microsoft Internet Explorer 2 j re you sure you want to delete this information session and all rsvps linked to it j Cancel When deleting records in Interfase you will always be prompted twice to ensure that the Delete link was not Microsoft Internet Explorer f selected by accident 2 J LAST CHANCE Are you SURE you want to delete this information session and all rsvps linked to it j Cancel Interfase User s Manual Page 105
317. recruiter come on campus to interview for their Retail Management Trainee position Note that this example will be the same if more than one recruiter will be coming to interview for this position Refer to the CREATE A NEW SCHEDULE section for STEPS ONE and TWO of this process STEP THREE Complete the Posting Information section Yiewing Schedule 4 Retail Management Trainee Copy Schedule View Activity Delete Posting Information Schedule ID 4 Job Title Retail Management Trainee Organization Name Patty s Boutique Linked To Patty Sampson Linked To Jobs Job Location aistin Texas Number of Openings 5 Work Schedule Monday Friday and alternati Hours Per Week 4p4 0 Wage Salary on o00 40 000 Employment Start Date ue 1 2007 Employment End Date Supervisor Carlos Beltran Job Description This position is designed only for those who are training both on the job and through company ALLOW WAITING LIST if ee iere to acquire is eee Ber and technical skills necessary to become a you want students to sign up ZE on a waiting list once all interview timeslots are filled Application Instructions apply via Interfase This is a preselect schedule choose Yes therefore you must submit your resume for interview consideration After the Request wu Let Period Closes all resumes will be reviewed and The Waiting List is ONLY interview decisions will be made App
318. rent menu items The hotkey accessible functions are included for advanced search screens and the new record function for each main database Each menu function that has a hotkey associated with it has the applicable hotkey noted next to it There are also hotkeys for report search and new report Students Search New Employers Search L New L Contacts Search New Jobs Search New Schedules Search New Mentors Es For example to quickly access the student search hold the ALT key and press 1 Search L27 New L Admins Search L New L Career Events Search L New L Faculty Search L New L Reports Search L New Interfase User s Manual Page 18 of 271 STUDENTS DATABASE To access the Students Database highlight the Students menu under Databases Home 2 My Profile o JS 7 Help Sign Out FL Search Is Employers UE Pending Contacts D New Jobs E Schedules Search for existing records in the Students Database View student records that are awaiting administrator approval Create a new student record Admins Mentors Career Events Faculty STUDENT SEARCH and SEARCH RESULTS To search the Students Database go to Databases gt Students gt Search or use the student search hotkey Enter the search criteria and click on the Se
319. ried REFERRALS This is the number of referrals created during the date range you queried Querying by Referral Date PLACEMENTS This is the number of placements created during the date range you queried Querying by Placement Created Date WORK STUDY This is the number of Work Study placements created during the date range you queried Querying by Placement Created Date and Work Study Yes TOTAL NEW JOBS This is the number of jobs posted during the date range you queried Querying by Job Post Date NEW BREAKDOWN This is a breakdown by Applicant Type of those jobs Querying by Job Post Date If a inh has more than one annlicant tvne selected it will annear tinder each of those tvnes If you are curious about running a report of the referral and or placement data to go along with the numbers you pulled in the System Stats here s how to do that STEP THREE Running a Referral Report under Tools gt Report gt New Report In this example we will go through creating a referral report in three easy steps Be sure to save it so that you only need to modify the referral dates the next time You go through the same process to create a placement report Select Report Template New Report Type Schedule Preselect Schedule Timeslots Placement STEP 1 SEN Choose your Report Type in this case select Administrator REFERRAL Career Event Select Report Fields to Display Select Fields for Referral CO Av
320. rrent Bachelors 1834 Additional Information Alumni Yes Cocurricular Activities Academic Honor Society Music Theatre Dance Group Peer Counselor Tutor Student Professional Organization Mentor Activities Career Mentoring Job Shadowing Control Information Mentor Types Mentor Types Status Active A t ti th t ll e Created 01 24 2007 5 00 PM setup option that aliows screening Modified 03 01 2007 12 57 PM between students and mentors Interfase User s Manual Page 120 of 271 ACCESSING PENDING MENTOR RECORDS The mentor records that are pending Administrator approval can be accessed through e Administrator Home Page Pending Pending Students Jobs Mentors Contacts Event Registrations Utah Career Fair A i H IA e Databases gt Mentors gt Pending Tools Sign Out Students Employers Contacts Jobs Schedules AL Search Admins Career Events Faculty Pending Mentor List 2 Mentors Last Name First Name User Name Employer Name Industry Status Abraham csomentor Lincoln Ford Engineering Pending Jason jason CSO Research High Tech Pending 1 Which Mentors are included in the Pending list When a Mentor registers or completes the online profile it appears in the Pending list for Administrator approval NOTES CREATING A NEW MENTOR To create a new Mentor record go to Databases gt Mentors gt New or simply use the New Mentors hotkey
321. rry Templeton Austin ISD Austin TX 618 Active Active 2131 Contact Profile To access a contact s activity records from the employer contact profile follow these steps STEP A Click the View Activity link in the contact profile Home My Profile Databases Mf Tools Help Sign Out Yiewing Employer Contact Patty Sampson Employer Informations Edit Employer ID 3 STEP B Click on the desired tab e To access a contact s resume referrals click the Referrals tab e Toaccess a contact s placement information click the Placements tab e Toaccess a contact s observation notes click the Observations tab E Only Administrators T y e can view the Observations e To access a contact s audit log click the Audits tab SRC Acai Referrals Interfase User s Manual Page 127 of 271 ACCESSING A JOB S ACTIVITY RECORDS A job s activity records can be accessed through the job search results page or the job profile 1 Job Search Results Page To access a job s activity records from the search results page click the corresponding letter under the Activity column Se Qa rch Results 9 jobs Change Criteria Save Search Organization Position Job Expiration H Job Title Name Applicant Type Type Job Category Location PostDate Date Stat Activity gt s al Small Business Patty s Boutique Alumni Full Full Time Marketing Austi
322. rview Session Mass Packets search for the Organization Name select the Schedules to be included in the packet Choose to email the packet or not Click Create Packets GA b i Search Results 6 schedules Change Criteria Interview Company Job Current Signup Schedule Check ID Job Title Name Location Interview Date Method Status 143 Victoria Victoria 08 13 2006 Open Sign up Active Advocate Ts 06 14 2006 Victoria OF O07 2006 Closed for Active Advocate 08 13 2006 Employer Selection Victoria 06 30 2006 Closed for Active Advocate OF O07 2006 Employer Selection Hews Victoria Victoria 06 30 2006 Open Sign up Active Reporter Advocate TX Cafeteria Victoria 08 14 2006 Closed for Active Advocate Employer Selection Cafeteria Victoria oF 07 2006 Closed for Active Lady Advocate Employer Selection email packet to O self O linked contact none Select All Create Packets Emailing Packets vs Not Emailing Packets Packets produced en masse do not have to be emailed If you choose not to email the packet s they will go directly into the packet log and will not open automatically in another window If packets are emailed en masse the default packet email text will be used you will not have the opportunity to edit the email as you will when sending a single resume packet Interfase User s Manual Page 210 of 271 Packet Log A Packet Log is created for administrators that records every packet that is viewed or emaile
323. rview Start Time Sam o E Last Interview Start Time 2 a No of Rooms 2 Need Information Session Yes v ee Session Date 5 1 2007 5 00 PM Additional Request will need internet access in the info session Information Bop Es Determines the Type of Schedule this will be The Timeline will be completed according to this Es These fields determine the Interview Session s that need to be setup There are 3 steps that need to be completed in order to finalize this schedule and 3 optional steps 1 The Timeline section needs to be completed 2 The Interview Session s need to be added 3 The Schedule s status need to be updated to Active from Pending STEP ONE Edit the Timeline section Choose your Timeline template enter the Interview date and click Add Timeline iewing Schedule 95 Invesment Banker Back Manage Timeline Activation Date Signup Method Add New Event Activation Signup Method Sign up Open Import Events Schedule Timeline Name Friday Preselect v Date 5 18 07 Once completed you will see your Timeline populated Manage Timeline Activation Date Signup Method 3 5 2007 Request Period Open Edit Remove 3 23 2007 Request Period Closed Edit Remove Edit 4 2 2007 Accepted Students Sign up Open Remove 5 16 2007 Sign up Closed Edit Remove The Timeline determines the type of schedule you are creating For the Preselect s
324. ry al Small Business Patty s Boutique Alumni Full Full Time Marketing Staas Activity gt 12 30 2004 Active PROAJ Group Accountant time Part time Part Time 2 Science Teacher Austin ISD Alumni Full Full Time Education Austin 5 12 2004 2 1 2005 Active PROA time Part time Texas STEP THREE In the job referrals tab click the Mass Email button located at the bottom of the page All students listed are automatically included in the recipient list Job Activity Information Referrals Placements Observations Audits WO D T Sees ae i She arvation TH rae ro AC CS QDS ery tuons 0 IECH Ladd New Referral Click the MASS EMAIL button to send an email to students on the referral list Referral Method Referral Type Administrator Action C 2 16 2005 Anthony Powell Student Directed Job Referral View C 2 16 2005 Si Chen Student Directed Job Referral View Remove Remove Remove C 2 16 2005 Lynn Berger Student Directed Job Referral View 1 email packet to O self O employer O employer amp self none Once you click the Mass Email button you will be able to exclude recipients type your email message and add additional recipients STEPS FOUR SEVEN Refer to steps 4 7 in the MASS EMAIL section of this User s Manual Interfase User s Manual Page 172 of 271 SCHEDULE INTERVIEW SESSION MASS EMAIL An administrator can also send students that signed up on a schedule a mass email from the
325. s F Tools Help Sign Out Students Employers Contacts Jobs Admins Mentors Career Events Faculty Payrall Rooms Pending Schedule List Current Schedule Organization Job Interview Signup Job Title Name Location Date Method Status Activity Guest Service Savvis Center Austin TH Pending F O Manager Invesment General Capital Austin Pending PO A Banker Partners Texas Service Rep CSO Research austin Pending F 0 A Inc texas Marketing CSO Research Austin Tx Pending F 0 A Intern Inc Marketing CSO Research Austin Pending PO A Coordinator Inc Texas 1 Which schedules are included in the Pending list The Pending list includes schedule records that an employer created Once an employer completes a schedule request it appears in the Pending list for administrator approval Interfase User s Manual Page 94 of 271 APPROVING PENDING SCHEDULES In the Pending Schedules list click the Schedule ID or Job Title link to view the schedule profile After reviewing the schedule profile scroll down to the Employer Interview Request Information section Employer Interview Request Information Schedule Type Preselection Prescreen Students for Signup Request Information section Jomanu o O 00 AM ONLY shows up on schedules that were created by an employer contact Preferred Interview Dates 5 18 07 Requested Interview Length 50 Min v The Employer Interview First Inte
326. s Placements Referrals Observation notes Schedule Activity or Audits Interfase User s Manual Page 267 of 271 FACULTY EMPLOYER SEARCH A faculty can search for students by clicking on the Employer Search menu Faculty Employer Search Employer Search Home 2 My Profile E Student Search E Employer Search E Job Search Tel Sign Out Organization Name Employer ID City Es Only Employers Location State ar a f AL a j AR AZ Employer Category with an Active status and have selected Yes to the Include in Employer Architecture Construction Engineering Building Arts Arts Admin Museums Libraries Communications Media Education Day Care Guidance k Majors Directory field will show up to faculty ke Faculty Employer Search Results Search Results 98 employers Organization Name CSO Research Inc Patty s Boutique Austin ISD LaSalle Putnam Cnty Educ Alliance for Spec Ed verizon Gracie Mae Productions Forest Park Public Schools Global Innovations Industrial Commission of Illinois Walgreens H amp R Block Financial Advisors Inc Firstar Mercantile Bank NA Ritz Carlton The Bankers Life amp Casualty McCann Erickson Event Marketing Walt Disney World College Program Insight Advertising Morris Milton amp Ammer LLP Victoria 4dvacate Change Criteria Save Search State Employer Cate
327. s Database go to Databases gt Contacts gt Search or use the contact search hotkey Enter the search criteria and click on the Search button NOTE Clicking on the search button without entering any criteria will display all contact records Contact Search Criteria Employer Contact Advanced Search Organization Name Record ID Es Contact Search Username First Name Hotkey Location E Last Name Employer Status a tiye Email Delete Inactive Pending Contact Status active Contact Type Full Access Delete Jobs and Students Only Inactive Jobs Only Pending Employer Category architecture Construction Engineering a Arts Arts Admin Performing Arts Museums Libraries Communications Media Education Day Care Guidance v Phone Contact Search Results a Search Results 770 contacts e yangg riteria Save Search Record First Organization Contact Employer E BS Username Name LastName Name Location Phone Status Status Jobs Schedules Events Activity The T under csoemployer Patty Sampson Patty s Mytown 817 Active Active PROA the Jobs and Boutique USA 123 12 4 il 4567 a Schedules columns is Templeton Larry Larry Templeton AustinISD Austin TX 618 Active Active PROA a quick link to add a 883 10 0 2 new job or schedule to Bee this contact Fd Marten Sheila Sheila Marten Southwest 608 Active Active PROA i Wisconsin 822 0 1 T Tech Colle
328. s listed are automatically included in the recipient list Event Information Event Id 33 Career Event Name Austin Career Fair Slogan Hire Hire Hire Location Student Hall Student Description Come to meet employers that are hiring in the Austin area All students and alumni are invited to attend the Austin Career Fair Visit with employers Student RS Ps Manage RS P Payments Last Name Email jean csoresearch com Remove Click the MASS EMAIL button katrina csoresearch com Remove email demo com Remove Susanvvillis illi emily csoresearch com Remove RSVP d on this Career Event to send an email to students Once you click the Mass Email email packet to O self O employer employer amp self none button you will be able to exclude recipients type your email message and add additional recipients STEPS FOUR SEVEN Refer to steps 4 7 in the MASS EMAIL section of this User s Manual Interfase User s Manual Page 177 of 271 CAREER EVENT RESUME DROPS MASS EMAIL An administrator can also send students that dropped resume to a specific employer on a Career Event a mass email from the Career Events Database The following steps will guide an administrator through the process of generating a student mass email via the Career Events Database STEP ONE Go to Databases gt Career Events gt Search Search for the desired Career Event STEP TWO Click on the desired Career Event Career Event Search
329. search com SE Click the MASS EMAIL button csostudent Lynn Sees jean csoresearch com e to send an email to students on h h h this Waiting List Smith Natasha 4 Natasha or ree erica accor 3 3 2007 smth emall demo com 1 01 PM 7 Once you click the Mass Email button you will be able to exclude recipients type your email message and add email packet ta O self O employer employer amp self none Create Packet a additional recipients STEPS FOUR SEVEN Refer to steps 4 7 in the MASS EMAIL section of this User s Manual Interfase User s Manual Page 176 of 271 CAREER EVENT STUDENT RSVP MASS EMAIL An administrator can also send students that RSVP d to a Career Event a mass email from the Career Events Database The following steps will guide an administrator through the process of generating a Student mass email via the Career Events Database STEP ONE Go to Databases gt Career Events gt Search Search for the desired Career Event STEP TWO Click on the desired Career Event Career Event Search Results Search Results 2 events Change Criteria CareerEvent Start End Name Date Time Date Time Location Status Employers Austin Career 11 21 2007 11 21 2007 Student Fair 10 00 AM 3 00 PM Hall Austin Career 11 21 2006 11 21 2006 Student Fair 10 00 AM 3 00 PM Hall STEP THREE Scroll down to the Student RSVPs section Click the Mass Email button located at the bottom of the section All student
330. sed To Requests This is the last day students can request an interview The request period closes at 11 59 PM Central Time 3 Sign up Closed This is the last day Accepted students can sign up for an interview timeslot Students can sign up until 11 59 PM Central Time DS Preselect Continuous IMPORTANT During ANY of the periods of time the Employer can review Schedules the employer needs interview requests and makes interview decisions on an ongoing basis to be aware that they must i i continuously make pines Sp Alternate interview candidates may NOT be selected After the Sign up Closed students date is reached the employer will no longer be able to make interview decisions EXAMPLE The employer Patty s Boutique will have 1 recruiter come on campus to interview for their Retail Management Trainee position Note that this example would be the same if more than one recruiter will be coming to interview for this position Refer to the CREATE A NEW SCHEDULE section for STEPS ONE and TWO of this process STEP THREE Complete the Posting Information section Yiewing Schedule 4 Retail Management Trainee Copy Schedule View Activity Delete Posting Information Schedule ID 4 Job Title Retail Management Trainee Organization Name Patty s Boutique Linked To Patty Sampson Linked To Jobs Number of Openings c Work Schedule Monday Friday and alternati Hours Per Week 45
331. selections decisions that were made and the system will return to the Manage Preslect Activity list The system also notifies the employer admin that Selection has begun for this schedule This indicates that picks have been started but are not complete Interfase User s Manual Page 92 of 271 2 Mass Email students in the Preselect list STEP ONE Next to the Mass Email To button choose which group of students you wish to mass email if you wish to mass email all students you will need to go to Tools gt Reports gt Mass Email STEP TWO Click the Mass Email To button Yiewing Schedule 4 Retail Management Trainee Accept All Manage Preselect Activity Back First Submitted Change User Name If Status Selection Documents Documents Action e O jroberts John Roberts Accepted O Not O Student Accepted Declined O csostudent Lynn Berger O Accepted O Not O Student Accepted Declined L Chen Susan Susan Chen O Accepted O Not O Student Accepted Declined d O Accepted O Not Student Smith Traci 14 Traci Smith Accepted Declined email packet to O self O employer O employer amp self none create Packet C Mass EmailTo Accepted Search for Student to add to Preselect Activity User Name First Name Last Name STEP THREE Next to the Mass Email To button choose which group of students you wish to mass email NOTE If you wish to mass email all students you will need to
332. send students that applied to a job a mass email from the Jobs Database The following steps will guide an administrator through the process of generating a student mass email via the Jobs Database STEP ONE Go to Databases gt Jobs gt Search STEP TWO To view the referrals for a specific job follow either step A or B below STEP A In the search results page click on the job ID Search Results 9 jobs Change Criteria Save Search Organization Position Job Expiration Job Title Name Applicant Type Type Job Category Location PostDate Date Status Activity Small Business Patty s Boutique Alumni Full Full Time Marketing Austin TX 5 1 2004 12 30 2004 Active PROA Group Accountant time Part time Part Time Science Teacher Austin ISD Alumni Full Full Time Education Austin 5 12 2004 2 1 2005 Active PROA time Part time Texas Then click the View Activity link at the top on the job profile Home My Profile Databases Il Tools Help Sign Out Job Search gt Job Profile Yiewing Job 4 Guest Service Manager Copy Job Copy to New E vow activity H Position Information Job ID 4 STEP B In the search results page click on the R under the Activity column Search Results 9 jobs Change Criteria Save Search Expiration Location Post Date Date Austin TX 5 1 2004 Organization Position Job Job Title Name Applicant Type Type Job Catego
333. sprintpcs com Download All Valdez Gabriella katrina csoresearch com Walker Teresa katrina csoresearch com yv Print iew All E o 1 Left side contains a Summary this is the cover page b Student name s each student is listed on the left Click on their name to view their documents on the right NOTE If you would like to print or save a single document use the Save or Print button on the toolbar at the top of the right hand window c Download All Click this button to download a ZIP file of all documents contained in the packet Each individual document in the packet is contained in the ZIP file d Print View All Click this button to access a single PDF file containing all the documents in the packet This will allow you to easily save or print all documents in the packet 2 Right side contains a The Documents the document displayed will depend on what is selected on the left side i e the summary cover page or a student b Tabs If the student has more than one document in this page then there will be a tab for each document The current tab of the document you are viewing will be highlighted in yellow The other tabs will be white NOTE If you would like to print or save a single document use the Save or Print button on the toolbar at the top of the right hand window 3 Show Help link upper right corner this is the help page for the Document Viewer Click on it to view helpful tips on
334. ss Email jean csoresearch com katrina csoresearch com Invitation to on campus lunch Yes 2 7 2007 15 16 No 15 2 7 2007 16 57 Document Packet support csoresearch com jean csoresearch com Your resume was reviewed Yes 2 7 2007 16 57 No 16 2 9 2007 14 21 Mass Email robertsac yahoo com annkilly qmail com Goldman Sachs amp Co has analyst position and internshi Yes 2 9 2007 14 21 No 17 2 9 2007 14 34 Mass Email robertsac yahoo com annkilly qmail com Goldman Sachs amp Co has analyst position and internsh Yes 2 9 2007 14 34 No 18 2 14 2007 2 38 Document Packet jason csoresearch com jean csoresearch com Job Agent Results for Wednesday February 14 2007 Yes 2 14 2007 2 38 No 19 2 14 2007 15 05 Mass Email jean csoresearch com email demo com ATTENTION FREE Cookies and Milk in the Student Uni Yes 2 14 2007 15 03 No 20 2 14 2007 15 10 Mass Email jean csoresearch com katrina csoresearch com CSO Career Fair on March 23 2007 Yes 2 14 2007 15 10 No 21 2 19 2007 14 17 Mass Email robertsac yahoo com annkilly gmail com Career Fair Over 170 Chances for That Great First Impre Yes 2 19 2007 14 17 No 22 2 20 2007 1 10 System Event anni csoresearch com katrina csoresearch com REMINDER Preselect picks due soon Yes 2 20 2007 1 10 No 23 2 21 2007 12 04 System Event jason csoresearch com jean csoresearch com Interview Selection Alternate Yes 2 21 2007 12 04 No 24 2 26 2007 2 41 Document Packet jason csoresearch com jiean csoresearch com Job Agent Results for Wednes
335. ssword In order for a faculty to login successfully their faculty profile must have an Active status and an Access Level By default there are three 3 access levels setup in your system for faculty Full Access Employers Jobs Only and Students Only These access levels can be modified or removed Additional access levels can also be added 1 The following is a typical menu a faculty with Students Only access can see Home My Profile Student Search Tel Sign Out 2 The following is a typical menu a faculty with Employers Jobs Only access can see el Home My Profile Employer Search Job Search Sign Out 3 The following is a typical menu a faculty with Full Access can see el Home 2 My Profile Tel Student Search Employer Search Job Search Sign Out Faculty Settings There are two Faculty Settings that should be noted 1 Faculty Screen Jobs by Major This setting allows you to decide whether faculty should only see jobs that match the major s selected in their Faculty profile or if they can view all jobs 2 Faculty Screen Students by Major This setting allows you to decide whether faculty should only see students that match the major s selected in their Faculty profile or if they can view all students NOTES Interfase User s Manual Page 262 of 271 FACULTY HOME PAGE When a faculty successfully logs in the Home page is the first screen displayed A faculty can re
336. sume Complete Profile Document Error Exists User Name Month From Month To Accounting Add Remove _ Add Remove Add Remove Account Management Planning Accounting Auditing Actuarial Administration A I lt Has Resume v v Interfase User s Manual Page 184 of 271 Record ID Student ID Classification Applicant Type Office Advisor Robert Locke Status Overall GPA Degree A Alumni Freshman Sophomore Junior v Full time Part time Co op Intern Work Study Kim Buchmann Melissa Swan Michelle Ewing w Delete Inactive Pending v Bachelor s lt A Certification Master s Associates Y Citizenship Allow Employer Viewing Country Non US Not Qualified to Work US Citizen Non US Qualified to Work v usa A Canada Mexico lt Algeria STEP TWO Select the students who should be included in the resume packet When selecting students to include in the resume packet an administrator can use any of the following methods e click the Select All button to include all of the students in the search results list e select the checkbox in the column header to select all of the students on that page only or e individually select the checkbox next to the s
337. t Continuous v Date 5 25 2007 Interfase User s Manual Page 86 of 271 STEP ONE Choose a Timeline template STEP TWO Enter the Interview schedule Date STEP THREE Click Add Timeline options Es With a PRESELECT CONTINUOUS schedule you CANNOT use the Waiting List or Alternates STEP FIVE Complete the Requirements section Requirements Minimum GPA Citizenship Graduation Range Classification Degrees Majors click Add Applicant Type Screening Options 2 500 f Non US Not Qualified to Work Non US Qualified to Work US Citizen Month From May Month To 4ugust Alumni a Freshman Sophomore Junior Certification Master s i Associates e Management Co op Intern Full time Part time Work Study M Screen GPA M Screen Citizenship Screen Grad Date M Screen Classification O Screen Degree Cl Screen Majors Screen Applicant Types STEP SIX Complete the Required Document Categories section Es Fill in these fields as necessary for this schedule Es If any fields should be REQUIRED you must check the corresponding screening options The student must meet all screening requirements in order to apply to this schedule By default a student is required to submit their resume when they apply to a Schedule You may choose to select more documents that would als
338. t a Hire Information section to facilitate this process Report A Hire Information Create Studen tra First Name Jill Last Name Smith Email if known jill smith csouniv edu Phone if known 512 999 8788 Organization Name You will then be presented with a new student record It will copy over the information the employer has typed in about the student After you save this new student record the system will take you back to the Placement profile STEP THREE Now you will want to approve the placement profile by updating the status IMPORTANT NOTE The Placement profile and Report a Hire function are configured differently within each Interfase system It is important to contact Support to setup these functions properly in your system Interfase User s Manual Page 143 of 271 Approving Pending Placements Job not linked Placement Profile Student john doe Organization Name Victoria Advocate Contact Stephen McHaney Schedule es Administrator Faculty es Report A Hire Information Edit First Name Last Name Email if known Phone if known Organization Name Placement Information Edit Job Title Experienced Reporter Department Start Date 02 01 2007 End Date Position Type Full time Experienced Salary 35 000 00 Pay per Period E Here the student employer or faculty has typed in the job title am STEP ONE First try to search and locate the job Click
339. t by clicking on the Register link e Edit Registration An Employer has registered to attend and the status is pending approval The Employer can edit the registration by clicking on the Edit Registration link e View Registration An Employer has registered to attend and the registration was approved The Employer can view the registration by clicking on the View Registration link The Employer cannot make changes to the registration once an Adminstrator has approved their registration To View or Register for an Event To view a career event description click the Career Event Name link For example to view the last career event listed click the SPRING CAREER FAIR link Career Events gt Event SPRING CAREER FAIR Calling all Seniors 2 19 2007 10 00 AM 2 19 2007 3 00 PM McAllister Auditorium Mark Your Calendars This is an excellent opportunity for employers to meet with our students Informational Materials To Download Campus Map s l i Printable version of the Campus Map to the McAllister Auditorium Click Register Now to register for this Event Interfase User s Manual Page 57 of 271 EMPLOYER REGISTERING FOR AN EVENT When an employer registers for an Event they will see the same screens that the administrator sees However the employer must complete all sections during the event registration process An employer begins the process by clicking the Register Now button Registration I
340. t their profile mmm ee mmm mmm e TOOLS gt SETUP gt SETTINGS Mentor Status Change Mentor Edits Profile Interfase User s Manual Page 260 of 271 FACULTY LOGIN PAGE To access the faculty login page start a web browser and go to https www myinterfase com faculty Faculty Login Page CSO Interfase Faculty Login Memo Facu Ity Welcome to the YOUR UNIVERSITY Career Services System Login Page ev Registered Users Enter your username and password below and click LOGIN e New Users If you have NOT registered with this site before please call our office to have an account setup important e Using a PC We recommend Internet Explorer version 6 0 or higher If you need to upgrade or install your browser click here e Using a Mac We recommend Firefox version 1 5 or higher If you need to upgrade or install your browser click here e You should disable any popup blocker when using this site For further assistance please contact our office at xxx XXX XXXX User Name Password Forgot your password Es Faculty cannot self register A Faculty account must be setup by an Administrator NOTES Interfase User s Manual Page 261 of 271 LOGGING IN AS A FACULTY Registered users must enter their user name and password to login For further assistance please contact our office at xx XXE KERE TT ser Hame eee E Password fo O Forgot your pa
341. t to see this merge template in the case of a flyer you may want both admin and students to see it Interfase User s Manual Page 213 of 271 5 You also have the option to make this document a PDF file this will not allow the users you have chosen to be able to edit the merge template because it will generate in PDF instead of Word 6 Click on Add NOTE To check to see if your new merge template works go to any job and click on the button that says Print Forms and click on the one you just created Job Flyer Job Profile Viewing Job 1166 Experienced Reporter Copy Job Copy to New Schedule View Activity Delete F ob Flyer Job Printout 1 with contact Job Printout 3 Test xperenced Reporter CT organization Name ictoria Advocate OT Linked To amp Stephen McHaney Referenced Schedule No of Openings 1 Work Schedule varies Hours per Week 40 Wage Salary 35 000 Employment Start Date 09 01 2006 Employment End Date Interfase User s Manual Page 214 of 271 RESUME BOOKS A Resume Book is a pre defined group of students based on criteria that an admin selected that can be made available to employers Resume books will most likely be an alternative to the Student Search function in order to limit which students certain employers have access to There are three 3 types of resume books Public Private and by Employer Category STEP 1 Go to Tools gt Resume Books and then clic
342. te link to save your fee e Repeat this process for all fees Once all Fees have been set up click the Event link in your Cookie Crumb Trail to go back to the event profile Title Up Update Cancel Remove Profit Organization Single Booth Down Description Amount NOTES To activate the late fees a Late Fee date must be entered in the Employer Timeline Optional Hide Price To hide an amount from Employer view select the Hide Price check box To move a fee up or down on the list click the Edit link under the Action column next to the fee Click the Up or Down link Interfase User s Manual Page 44 of 271 MANAGING EMPLOYER REGISTRATIONS To manage Employer event registrations click the Manage Registrations link in the Employers section of the event profile Employers Een TManage Registrations Employer Registrations 6 To view an Employer registration click the organization name link Local Austin Career Pair 6 Employer Registrations Add Employer Organization Name Contact Name Total Pay Status Status Activity Action RA Larry Templeton 310 00 Paid Active Dropped Resumes Remove Ford Iroquois Spec Ed Assoc Larry Chapman 0 00 Wot Paid Pending Dropped Resumes Remove To re sort these results click on the column heading i e Pay Status John Hancock Financial Services Mike McCarthy 0 00 Not Paid Pending Dropped Resumes Remove Manpower Libby Belz 325 00 Wot Paid Active Dropped Resumes
343. te their Interview Session packet or email the packet An Interview Session Packet contains the interview session cover page and the student resumes of those signed up for a timeslot on the interview session check to email packet to self Create Packet Interfase User s Manual Page 115 of 271 ROOMS DATABASE The Rooms Database allows Admins to create and manage rooms on a room calendar The primary function of the rooms database is to permit Admins to assign sessions to rooms using the room calendar The room calendar can be seen in both a month and day view The Rooms Database is the last menu item under Databases i Home 2 my Profile Databases Tools 7 Help Je ston Out Students Employers Contacts Jobs Sohedules Admins Mentors Career Events Faculty ka we Ki Ka Ki Ka Search amp edit existing rooms Create new rooms View Room Calendar D Search O New II Room Calendar NOTE You can also access the Rooms Calendar with the hotkey ALT C To start using this database the first step is to create all of the rooms that you will be using How to Add a New Room Set Room Availability 1 Go to Databases Rooms New 2 Enter the Interview Room name 3 Enter a description of the room 4 Choose whether this is a Multi use room or not Note Option Single Use means one session per day or Multi Use means unlimited sessions per day 5 Choose a Status of Active and Save
344. terfase com Would you like to open the file or save it to your computer Always ask before opening this type of file Interfase User s Manual Page 162 of 271 CREATING A NEW REPORT EXAMPLE 2 EXAMPLE 2 would like to create an Employer Report with all contact people in Austin that have an Active status My report needs to include the contact s name phone number email and organization name STEP ONE Select Report Type Select Report Template Re fe New Report Type Student D Select Employer Contact as the Sere E E Report Type because we are looking Student Education for both employer and contact data SEELEN Employer Employer Contact STEP TWO Select Report Fields to Display When we run this report it will open in Excel and these will be the columns Select Report Fields to Diet Select Fields for Employer Contact J O Available Fields DA o Record ID Cl Alum First N Select all the contact fields that Saag Manager should appear DISPLAY in the eee PP M Last Name CJ Allow Student Viewing in Employer report Cl Username Directory Cl Password Cl contact Status REMEMBER We decided that in our Ire Created report we wanted to see the contact s Sau modified name phone number email and ae ae Address Line 1 organization name These are the Mi aparece nn fields we need to select here E city O State C zip M Phone Cl Alternate Phone O Fax F Email Cl
345. th 350 00 Be 20 exhibit space four 4 chairs and twa 2 6 ft draped table Third Party Organization Single Booth 300 00 8 10 exhibit space two 2 chairs and one 1 6 ft draped table Third Party Organization Double Booth 500 00 Be 20 exhibit space four 4 chairs and twa 2 6 ft draped table uantity Fees Amount Meal Tickets 6 00 The single booth registration includes 2 meal i QUANTITY FEES tickets Indicate the total number for each The double booth registration includes 4 meal quantity fee tickets Enter the number of additional meal tickets that you would like to order Item Fees Amount Ra Tv VCR 10 00 a I would like to request a TY VCR s ITEM FEES Check the Tahle 10 00 desired Item Fees I would like to request a table in addition to those provided in the registration fee Electricity 75 00 You want power it will cost you lt Click Save to complete the registration process Interfase User s Manual Page 59 of 271 EMPLOYER CREDIT CARD PROCESSING If Credit Card Processing is enabled in your Interfase system then on the first registration screen the Payment section will display The employer must choose their Payment Method On the final registration screen after choosing their fees they will see the Credit Card form Registration Information Career Event Name Austin Career Fair Organization Name ku Department First Name Middle Initial Last
346. that the For Anonymous Contact Use Alt Email field gets turned off Show Alternate Phone No el automatically Show Email No Show Alternate Email ve w You need to decide which of these fields you want to show to students Show Address Show Phone Show Alt Phone Show Email and Show Alt Email Additional Student Mentor Contacts for one month only NOTES Interfase User s Manual Page 256 of 271 Employment Information section Employment Information Employer Name creeting Cards Job Title Senior Card De Industry Retail Wholesale v Job Function Marketing v Employment Status working v Job Description have been working with Greeting Cards Express for S years I love my job as the Senior Card Previous Jobs Advice Expertise Hobbies Education and Additional Information sections Education School most current e Major most current e Graduation Year most E current Degree most current v aen Graduation Year Degree v School least current e Major least current f Graduation Year least IT current Degree least current Additional Information Alumni CoCurricular Activities Academic Honor Society Community Service Organization Intramural VYarsity Sports Music Theatre Dance Group lt Mentor Activities
347. the Hearing Impaired Kankakee Area Spec Ed Coop Full Time 10 21 2005 Send resume or inquiries to Personnel Director Kankakee Area Special Education Cooperative 1 Stuart Dr Kankakee I 60901 8947 Ph 815 939 3651 more header again and 2 Fulltime Job test only CSO Research Inc Full time Part time Full time Entry Level 10 17 2005 the results will be lela alsa i l l 8 8 Account Executive WOAI News Radio Full time Part time Full Time 10 17 2005 sorted In Sales work in radio broadcasting market descending order 16 Visual Information Specialist Electronic Publishing National Science Foundation Full Time 10 17 2005 Job Announcement No C20020004 Location Office of Information Resource Management Division of Administrative Services Information Disseminati more 30 Science PE Teacher Jersey Community High School Jerseyville CUSD 100 Full Time 10 17 2005 5 FTE Science 5 FTE P E combination Contact Jersey Community School Dist 100 Pam Heitzig 100 Lincoln St Jerseyville IL 62052 Ph 618 498 more 31 Math Teacher Jersey Community H S Jerseyville CUSD 100 Full Time 10 17 2005 Contact Jersey CUSD 100 Pam Heitzig 100 Lincoln St Jerseyville IL 62052 Ph 618 498 5561 FAX 618 498 5265 Enter a name to represent this saved search It can EA easily be accessed from the Saved Searches section Sf Ene Mens pane Es By clicking on the Save Search button SavedSearchName students will see this box and it will ena
348. the activity records associated with Employers Placements Referrals Observation notes or Audits NOTES Interfase User s Manual Page 269 of 271 FACULTY JOB SEARCH A faculty can search for students by clicking on the Job Search menu Home My Profile Student Search E Employer Search Job Search Sign Out Job Search Criteria Advanced Job Advanced Search Keyword s Td Job ID Position Type Alumni Co op Full time Entry Level Full time Experienced Eh Job Category Accounting Accounting Auditing v Actuarial Account Management Planning Majors click Add Add Remove Job Search Results Search Results 31 jobs Job ID Job Title Organization Name Co op Tax Accountant Intern Spectrum Healthcare Resources Accountant CSO Research Inc Financial Analyst CSO Research Inc Accountant Victoria Advocate Teller Wells Fargo Reading Title I Teacher system analyst Hair Dresser Computer Job Trainer test Kat s Bakery Specialist Supermodel test Shoe Fitter Cookie Stamper test Disney Intern accountant Austin ISD CSO Research Inc Premier Industrial Corporation CSO Research Inc CSO Research Inc CSO Research Inc CSO Research Inc Test Emily s shoe store Verns Bakery Patty s Boutique Congerville Eureka Goodfield CUSD 140 Classification jini Freshman Sophomore Junior Wage Salary Applicant Typ
349. this report will be on the administrator s home page EA Es ACCESS LEVELS Public Report template can be viewed and edited by any admin Private Report template can only be viewed edited by the owner Protected Report template can be viewed by any admin but only the owner can edit it STEP FIVE Generate Excel amp Name Report The File Download window appears Click the Open button to view the report in Excel or click the Save button to save the file to your computer File Download Da Some files can harm your computer If the file information below el looks suspicious or you do not fully trust the source do not open or save this file File name neering Student Roster csv File type Microsoft Excel Comma Separated Yalues File From www myinterfase com Would you like to open the file or save it to your computer i j Cancel More Info Always ask before opening this type of file Interfase User s Manual Page 165 of 271 CREATING A MAIL MERGE DOCUMENT A Mail Merge template is a document that an admin can use over and over again An admin can create a template for flyers mailing labels letters and job bulletin announcements The template can then be uploaded into Interfase and linked to an existing report The report can then be generated in Word using the template EXAMPLE would like to create a mail merge template for our recruiting invitation letter that we send out to employers every semester In Interf
350. tion E An employer contact can also create a dropped resumes packet from the Career Event list The following steps will guide an administrator through the process of creating a dropped resume packet STEP ONE To view the dropped resumes for a specific employer you must first search for the career event Go to Databases gt Career Events gt Search Career Event Search Career Event Name austin Career Fair Category Career Fair Orientation Workshop Start Date Time to End Date Time to JS Status active Cancelled Inactive STEP TWO Click on the desired Career Event Career Event Search Results Search Results 2 events Change Criteria Start Date Time Austin Career 11 21 2007 Fair 10 00 ANM Austin Career 11 21 2006 Fair 10 00 ANM Career Event Same End Date Time 11 21 2007 3 00 PM 11 21 2006 A UU PM Location Status Employers Student Hall Student Hall STEP THREE Scroll down to the Student RSVPs section Decide whether or not to email this packet and to whom Then click the Create Packet button Event Information Event Id 33 Career Event Name Austin Career Fair Slogan Hire Hire Hire Location Student Hall Student Description Come to meet employers that are hiring in the Austin area All students and alumni are invited to attend the Austin Career Fair Visit with employers Student RS Ps User Name First Name
351. tion below for the placement you are reporting then click Continue sob Tite STEP THREE FILL IN DETAILS Placement Information Job Title Accountant sd Department fo O OE StartDate E End Date E Position Type vi Salary 35000 00 Pay per Period E Estimated Hours per Week Source Status Employer Created Notes Saved Searches The Saved Searches function allows the employer to save Student Job and Employer Searches as quick links This allows for quicker searching if they find themselves always running the same searches Quick Links i Ort a Hire Saved Searches Es Saved Searches X Employer in Austin SEET 2 Click on Full Time Jobs to regenerate the search l This option always pulls the latest results X Accounting Students 3 Click the red X to delete the saved search Interfase User s Manual Page 264 of 271 FACULTY MY PROFILE A faculty can view and edit their profile by clicking on the My Profile menu Yiewing Faculty Christopher Who Please enter the information requested below Personal Information First Name Christopher Middle Initial Last Name User Name Password Title Department Intro Adress Line 1 who TheDoctor who Doctor Gallitrey Dr 101 Galaxy Ave Address Line city Zip Code Austin 70700 Country Map of Address Above Phone Fax Email
352. tivate the Alternate option in a schedule you must have these 2 items completed n the ManageTimeline section you must have Alternate Students Sign up Open with the desired Activation date This allows the alternates to sign up during this designated period of time Inthe Control Information section you must have selected Yes to Allow Alternates This allows the employer to select alternates during the selection process Es Fill in these fields as necessary for this schedule Es If any fields should be REQUIRED you must check the corresponding screening options The student must meet all screening requirements in order to apply to this schedule STEP SEVEN Complete the Control Information section SA P FREEZE DATE TIME This field is optional If you will use it then it needs eze Daten tine St The Allow Alternates option Becke Ge S dee the a up Closed date in is ONLY used for Preselect Allow Waiting List e Timeline section Schedules This allows the Allow Alternates l On this date time the students who are employer to choose students i to k NEE Alterates SE already signed up for an interview will then be able to sign up Created 04 21 2005 3 40 PM geen det to Ser oe once the schedule s sign up Modified 02 23 2007 5 43 PM as Ge de a e o cancel or change method is Alternate Students o a different timeslot SE SE Students who have not yet signed up but are qualified to
353. to specific employers KPMG Website WWW kpmg com Overview KPMG is a global network of professional firms providing Audit Tax and Advisory services we operate in 144 countries and have more than 104 000 professionals working in member firms around the world Additional Information Recruiting Information Positions Available We are looking to hire an Intern to help with our Marketing Program We are also looking to hire Full Time consultants for the IT department Majors click Add Management Management Information Systems Marketing MBA Business Administration Degrees Sought Bachelor s Master s MBA Job Categories Information Management Management Marketing Position Types Full time Entry Level Internship Citizenship EA H Es The Contact Contact Information Information Is only Name Patti Perkins displayed if the contact E mail jean csoresearch cam selected Yes for Show Address 101 Fire Lane Contact Info during the Austin TX 78788 Map of Address Above Online Map registration process Phone 512 999 7888 Fax 512 999 7855 Attending Recruiters Recruiter Name Patti Perkins Rebecca Michaels Sam Rodriguez Drop Resume STEP ONE Next to Documents click Select Documents to choose the documents you wish to submit to the employer STEP TWO From the Drop Reason field choose the reason the resume is being dropped STEP THREE Type in a message to the employer Career Event Name SPRING
354. to update their profile When he she logs in the profile is displayed in edit mode which means they can immediately make any changes they want A mentor does not have any menu options Personal Information First Name Middle Name Last Name Maiden Name SSS User Name Password jyy Line 1 Line 2 City State Zip Country 101 Baltic Avenue Tx wi 78759 v i a i Alternate Email Cultural Background Allow Student Contact Student Contact Method Show Address Show Phone Show Alternate Phone Show Email Graduation Year least current Degree least current S v No No w No w No e Yes v en al ESS a Additional Information Alumni CoCurricular Activities Mentor Activities Academic Honor Society a i i anization Intramural Yarsity Sports Music Theatre Dance Group Conduct Information Interviews Conduct Mock Interviews E mail Networking with Students Interfase User s Manual Page 259 of 271 After a mentor updates their profile and clicks the Save button he she sees the following page E Sign Out Mentor Registration Memo Mentor Registration Saved Updated Thankyou for keeping your profile up to date We have received your changes Are you going to want your active Mentors to change back to a pending status if they edi
355. tor have not reached their contact limits Student can contact the mentor CONTACTING A MENTOR In order for a student to be able to contact a mentor the mentor and the student must not have reached his her contact limit If this is true the student will see the Contact Mentor button at the top of the mentor profile To contact the mentor the student must click the Contact Mentor button When the student clicks on the Contact Mentor button a message is displayed alerting the student on how many mentors can be contacted for the remainder of the month The student must click the OK button to continue Interfase User s Manual Page 238 of 271 Remaining Mentors Count Microsoft Internet Explorer JZ You have 10 contact s remaining this month before you submit this request Are you sure you wish ko continue Cancel Mentors can choose to be contacted anonymously or by showing his her contact information to students ANONYMOUS MENTOR CONTACT If the student clicks OK the system displays an email window for the student to use to contact the mentor The email will be sent by Interfase to the email address specified in the mentor s profile the FROM field in the email contains the email address in the student s profile Email Mentor Subject i O Body SHOW MENTOR CONTACT INFO If the student clicks OK the student will be able to see the mentor s contact information in the next screen The student can only see
356. tudent Search Results 42 students Change Criteria Save Search Record ID User Name csostudent First Name Last Name Applicant Type Lynn Co op Intern Full time Part time Work Study Junior Susan Full time Part time Smith Natasha 4 Natasha Full time Part time Work Study Oo Be Sh E o 4 May 2008 May 2007 May 2007 August 2007 December 2007 December 2007 December 2007 May 2007 December 2007 December 2007 December 2007 May 2007 December 2007 Chen Susan Alumni Smith Stephanie 5 Stephanie Smith Smith Kathy 6 Kathy Smith Daniel 8 Daniel Smith Tracie 20 Smith Genise 27 Smith Shawn 32 Smith John 38 Smith Clinton 65 Jones Chelsa 101 Chelsa Jones Donald 109 Co op Intern Sophomore Co op Intern Freshman Tracie Alum Full time Part time Alum Masters Senior Junior re m w iw Im Im io im in BAB S RR KA Alum KA CH Val Alum Be ee fe ee ee o Hoot A g g A A E AE email packet to O self O employer O employer amp self none STEP THREE Click Create Packets button STEP FOUR Under Generate Referral choose None Click Continue Referral Links Search STEP FIVE Now the student resume packet will load Robert Locke Michelle Ewing Michelle Ewing Michelle Ewing Michelle Ewing Michelle Ewing Michelle Ewing Michelle Ewing Michelle Ewing Michelle Ewing Michelle Ewing Melissa Swan Melissa Swan RA Es H you choose None then no referral records will be A Act
357. turn to the home page from any screen by clicking on the Home menu D Home My Profile E Student Search E Employer Search Job Search Tel Sign Out Home Im Givstonherwio SCS S S S am Memo Faculty Home Page Announcements Welcome to the CSO Research family Services Team Announcements Notes Quick Links Notes gt Quick Links 7 Akreport a Hire Saved Searches More information about the Quick Links section Quick Links i Dro a Hire Saved Searches Report a Hire The Report a Hire function is meant to allow employers to report to your office that they hired a student This function is turned on by default There are three steps to the process STEP ONE SEARCH FOR THE STUDENT THEN SELECT THE STUDENT Who did you hire Enter information for the applicable student and click Search to locate the student Once you have completed a search locate the applicable student and click Select Student next to it If the student is not listed here use the link the appears below to manually enter student information Search Students First Name Last Name If the results did not return the student you hired click here to enter student information First Namg Last Name Email Action Lynn Berger jJean csoresearch com Select Student 1 Interfase User s Manual Page 263 of 271 STEP TWO ENTER THE ORGANIZATION NAME amp POSITION THAT WAS FILLED Enter position informa
358. ualified schedules Select Schedules e To view upcoming events Select Career Events e To view referrals and placements Under My Account select My Activity Memo Student Home Page Announcements view al Announcements Happy Birthday to all you you with February Birthdays Notes Resource Library Cover Letter Resources Resume Resources Calendar February 2007 Edit Month View Sunday 25 Monday 26 10 00 4M CAREER EVENT SPRING CAREER FAIR Tuesday 27 Quick Links Notes Wednesday Thursday Calendar Schedule Items Interviews Information Sessions Preselect Accepted Student Sign up and Preselect Alternate Student Sign up appear in Yellow Career Events Career fairs resume writing workshops Interfase orientations interviewing seminars and so on appear in Aqua Blue Personal Events Tests group meetings and so on Are seen only by the student that created the personal event appear in White Notes you going to turn on the Resource Library to students Notes Interfase User s Manual Page 224 of 271 More information about the Quick Links section Quick Links i Or o a Hire My Task List Saved Searches Report a Hire The Report a Hire function is meant to allow students to report to your office that they hired for a job or interview schedule This function is turned on by default The
359. ults screen Viewing and understanding the Room Calendar Go to Databases Rooms Room Calendar The calendar will appear in a month view with a legend key on the right To see the day view click on the number link Decoding the legend Key a Green Single Use Open when you see this item on a day in month view there is a number next to it that indicates how many single use rooms you have open when you view this item in day view it shows which of the single use rooms are open Yellow Single Use Reserved when you see this item on a day in month view there is a number next that indicates how many single use rooms you have reserved when you click to see this item in day view it shows you which of the single use rooms are reserved which session its reserved for and for how long Purple Multi Use Open when you see this item on a day in month view there is a number next to it that indicates how many open multi use rooms you have available for that day when you view this item in day view it shows you which of the multi use rooms are open Pink Multi Use Reserved when you see this item on a day in month view there is a number next to it that indicates how many multi use rooms you have reserved when you click to see this item in a day view it shows you which of the multi use rooms are reserved which session its reserved for and for how long mep beem Interfase Ueere Manual Page 117 of 271 Note You will also see that alth
360. umber of Openings 5 Work Schedule Monday Friday and alternating Saturdays Hours Per Week 40 Wage Salary 30 000 40 000 Employment Start Date June 1 2007 Employment End Date Supervisor Carlos Beltran Job Description This position is designed only for those who are training both on the job and through company training progray acquire the management and technical skills necessa become a Manager Job Responsibilities New hires in retailing start as a9 managers with extensive hands on training Each ass works one on one with his her store manager spendi time in each department learning day to day operations Responsible for maintaining store appearance customer service and inventory as designated by store manager Promotion is based on performance and productivity witho Current Signup Method This field is ee ee automatically updated by Interfase based Application Instructions Apply via Interfase This is a preselect schedule therefore d you must submit your resume for interview consideration on the setup of the timeline The Current After the Request Period Closes all resumes will be Signup Method field is updated at midnight reviewed and interview decisions will be made Applicants f will receive an email notifying them of the employer s Central Time The Current Signup EE EES Method controls the ability for students and oe Date Time of Employer scnequie Ra Information Session 5 24 2007 6 00 PM eo Timeline Edit
361. unction is configured differently within each Interfase system It is important to contact Support to setup these functions properly in your system NOTES Interfase User s Manual Page 141 of 271 Approving Pending Placements Student not linked Pending Placements 14 placements Created Student Employer Job Title Status EXECUTIVE ASSISTANT TO Employer 272072007 me Enot Inc THE CEO LA 3 23 2007 ELE View Placement Profile Student Organization Name The Knot Inc Contact Gina Flores Job amp EXECUTIVE ASSISTANT TO THE CEO LA Schedule Administrator es Faculty es EA Report A Hire Information Create Student Edit 4 First Name Jill E Here the employer Last Name Smith has typed in this Email if known jill smith csouniv edu information about the Phone if known 512 999 8788 student Organization Name Placement Information Edit Job Title EXECUTIVE ASSISTANT TO THE CEO L Department Start Date 03 28 2007 End Date Position Type Full time Experienced Salary 50 00 Pay per Period Hourly 40 Hour Estimated Hours per Week Additional Compensation Car No Source Other Status Employer Created STEP ONE First try to search and locate the student Click the chain link next to Student In the Re Link window search for the Student s Name 2 Be Link Microsoft Internet Explorer Editing Placement record 162 Student Belli igelgdl mele a A E EL
362. ur Oa T school at the front i e CSO University After you click Continue the following pop window will load Microsoft Internet Explorer STEP EIGHT Check the Email Log All emails sent by Interfase are logged in the Email Log Go to Tools gt Activity Log and select the Email Log tab Administrators should check the log to verify that their email was sent successfully The Email Log shows the sender recipient and subject of that email Email sent CSO University Here is the requested resume packet Message HTML File Edit view Insert Format Tools Actions Help Reply L Reply to All Forward sh 23 ba we From A jean csoresearch com To Jean McCoy Subject CSO University Here is the requested resume packet Hello Below you will find a link to the resume packet you requested Please click the link to see the resumes for those students that met your search criteria Click here to view the document ee Ge Link to student resume packet Interfase User s Manual Page 189 of 271 STUDENT PACKET VIA STUDENT SEARCH Example 3 wem EXAMPLE 3 Jason Lanham with CSO Research called because he wanted our office to send him some student resumes He would like resumes of Accounting students graduating between May 2006 May 2008 STEP ONE Specify the student search criteria using the student search Go to Databases gt Students gt search select the student criteria and
363. using this new feature Interfase User s Manual Page 186 of 271 STUDENT PACKET VIA STUDENT SEARCH Example 2 emm EXAMPLE 2 Patti Perkins with KPMG called because no students have applied to her recent job posting she would like to know if you could email her some suitable candidates She would like resumes of Accounting students graduating between May 2006 May 2008 STEP ONE Specify the student search criteria using the student search Go to Databases gt Students gt search select the student criteria and click the Search button Student Advanced Search Keyword s Record ID Last Name User Name rr First Name DEN Student ID d Email Classification Alumni o Es Don t forget to include Expected cradiaton Month Year GE the fields From May i 2006 v Junior v Status Month Year Applicant Type Co op Intern Default Resume To May 2008 Full time Part time R A A Work Stud Allow Employer Viewing mala el hae i Complete Profile Office Advisor Kim Buchmann Melissa Swan Michelle Ewing Robert Locke Mi Skills Status Active a Delete Inactive x Pending v Overall GPA Degree Bachelor s A Certification Qualifiers Master s J Associates e I P Citizenship Sp 1 Job Preference accou
364. val Packet when viewing the Information Materials to Download in a Career Event An approval packet material is not required Interfase User s Manual Page 43 of 271 ADDING FEES TO AN EVENT Fees are only applicable for events that employers must register to attend The fees are displayed in the Employer registration form A fee item can be associated with a zero dollar amount 0 00 To add a new fee click the Edit link in the Event Fees section of the career event profile SR d fg Attendance Fees 6 Quantity Fees 1 Item Fees 2 There are three 3 types of event fees e Attendance fees will appear first and should be used to list the registration fees for the event e Quantity fees can be used for those items that may require an Employer to specify an amount such as extra lunches These fees allow employers to enter a number e tems fees can be used to select additional single fees such as a fee for an internet connection or electrical outlet These fees allow employers to select a check box next to each fee they want To add a new fee 1 Select the New Fee type and enter the name of the fee in the Title field Click the Add button New Fee Attendance w Title Profit Organization Single Booth 2 Fill in the details e Enter a Description for your fee e Either the Amount This can be 0 00 If you will be charging late fees please enter the Late Amount also this would be the Late Fee PLUS the Amount e Click the Upda
365. ve during the event John Hancock Financial Services Mike Mec atb 0 00 Mot Paid Pending Dropped Resumes Remove cnn are ee ES a e H the Dropped Resumes Manpower Libby Belz 325 00 Wot Paid Active Dropped Resumes Remove Rudin Boucher and Grimes Laura Asher 390 00 Not Paid Pending Dropped Resumes Remove Southwest Wisconsin Tech College Sheila Marten 370 00 Paid Pending Dropped Resumes Remove 1 To delete an Employer registration click the Remove link under the Action column Local Austin Career Fair 6 Employer Registrations Add Empla er Organization Name Contact Name Total Pay Status Status Activity Austin ISD Larry Templeton 310 00 Paid Active Dropped Resumes Ford Iroaquais Spec Ed Assoc Larry Chapman 0 00 Mot Paid Pending Dropped Resumes Remove John Hancock Financial Services Mike McCarthy 0 00 Not Paid Pending Dropped Resumes Remove Manpower Libby Belz 325 00 Not Paid Active Dropped Resumes Remove Rudin Boucher and Grimes Laura 4sher 390 00 Not Paid Pending Dropped Resumes Remove Southwest Wisconsin Tech College Sheila Marten 370 00 Paid Pending Dropped Resumes Remove 1 Interfase User s Manual Page 45 of 271 link under the activity column is in bold at least one student has dropped their resume for this employer Ea Es Clicking REMOVE will remove this employer s registration to this event EVENT EMPLOYER REGISTRATION To access an Employer registration click the organization name link in th
366. vilion Active McAllister Auditorium Active Interfase User s Manual Page 40 of 271 column shows the total number of employers registered for each event CAREER EVENT PROFILE Access an event profile by clicking on the ID number or career event name in the search results page Event Profile Copy Event Delete Event Information Edit Event Id 3 Career Event Name SPRING CAREER FAIR Slogan Calling all Seniors Location McAllister Auditorium Student Description Mark Your Calendars This is an excellent opportunity for students to meet with ower 150 employers from across the nation Mark your calendar Employer Description Mark Your Calendars BA Es Select YES to the Include Profile in Employer Registration field then the Profile Information section will appear when administrators and employers complete a new Employer registration If students are given the ability to search for employers they will be able to view the Profile Information as well The profile can be turned off from student This is an excellent opportunity for employers to meet with our students Start Date Time 2 19 2007 10 00 AM End Date Time 2 19 2007 3 00 PM Logo Event Information Notes 100 Employer Registration Limit Student RS P Limit Require Attendance Fee Yes Include Profile in Employer view Registration ves Category Career Fair Employer Payment Method Student
367. vity column Re Search Results 5 mentors Change Criteria H RecordID FirstName LastName UserName Employer Name Industry Status Activity Es Activity Legend Donald Trump yourhired Trump Towers Inc RealEstate Active EE O Observations Martha Stewart mentor test Active A Audits John Smith csotester Test Work Active Katrina Michaels tester cso Pending Geoff Parker csomentor Cat Active 1 4 IO JO talk 2 Mentor Profile To access a mentor s activity from the Mentor Profile click the View Activity link in the mentor profile STEP A Click the View Activity link in the mentor s profile Viewing mentor Geoff Parker Glew activity E Record ID 7 First Name Geoff Middle Name Last Name Parker Personal Information STEP B Click on the desired tab e To access a mentor s observation notes click the Observations tab e To access a mentor s audit log click the Audits tab Es Only Administrators can view the Observations or Audit Activity Observations NOTES Interfase User s Manual Page 130 of 271 ACCESSING A FACULTY S ACTIVITY A faculty s activity records can be accessed through the faculty search results page or the faculty profile 1 Faculty s Search Results Page To access a faculty s activity from the search results page click the corresponding letter under the Activity column RA Search Results 4 faculty Change Criteria Record ID UserName LastNa
368. west Wisconsin Tech College Contact Name Larry Templeton Larry Chapman Mike McCarthy Libby Belz Laura 4sher Sheila Marten Total 310 00 0 00 0 00 325 00 390 00 370 00 1 Paid Mot Paid Mot Paid Mot Paid Mot Paid Paid Interfase User s Manual Page 49 of 271 Active Pending Pending Active Pending Pending Activity Dropped Resumes Dropped Resumes Dropped Resumes Dropped Resumes Dropped Resumes Dropped Resumes Employers SE TManage Registrations e ees Employer Registrations 6 Action Remove Remove Remove Remove Remove Remove E To re sort these results click on the column heading i e Status APPROVING PENDING EVENT EMPLOYER REGISTRATIONS How do approve an Event Employer Registration In the Event Employer Registration list click the Organization Name and review the registration After reviewing the employer s registration record scroll down to the Control Information section and change the registration from Pending to Active Control Information Active i CREATING A NEW CAREER EVENT Career events can be used to post general events such as a career fair workshop or orientation An event can be viewed by administrators only students only employers only or all When using career events an Administrator can allow the following Employers to register online for an event to view students dropped resumes students to RSVP for the event to searc
369. wing Schedule 4 Retail Management Trainee Manage Timeline Activation Date Signup Method Preselect Continuous Open To Requests Edit Remove Activation Date 05 11 2007 Preselect Continuous Closed To Requests Y Import Events Schedule Timeline Name Friday Preselect Continuous V Date c Third we need to add the Sign up Closed method to the timeline Yiewing Schedule 4 Retail Management Trainee Manage Timeline Activation Date Signup Method Preselect Continuous Open To Requests Edit Remove Preselect Continuous Closed To Requests Edit Remove Activation ji WI J Date 05 23 2007 Method Sign up Closed Import Events Schedule Timeline Name Friday Preselect Continuous v Date Interfase User s Manual Page 85 of 271 STEP ONE Choose Preselect Continuous Closed to Requests STEP TWO Enter Activation Date STEP THREE Click Add Event STEP ONE Choose Sign up Closed STEP TWO Enter Activation Date STEP THREE Click Add Event Ea Here is the completed timeline for a Preselect Continuous Schedule Yiewing Schedule 4 Retail Management Trainee RA Modifications can Activation Date Signup Method Action be made to the Timeline 3 12 2007 Preselect Continuous Open To Reguests Edit Remove entries by clicking on the 5 11 2007 Preselect Continuous Closed To Requests Edit Remove
370. ww blecon Insurance 101 East Main Street Austin Tx fee Online Map 698 998 9909 998 998 9995 Bankers Life amp Casualty is a fortune 500 company specializing in insurance policies www ble com application asp Majors Accounting International Business Journalism Management Management Information Systems Marketing MBA Business Administration Include in Employer Yes Directory Contact Information Edit E First Name Middle Initial Last Name Bio Username Password Title Email Allow Student Viewing in Employer Directory Joe Woodward Woodward Joe hello Agent Development Assoc Department Intro Address Line 1 Address Line 23 city State ip Map of Address Above Phone Alternate Phone Fax Administrative Mr 13537 Barrett Pkwy Dr Ste 345 Ballwin Mo 63021 3804 Online Map 314 921 4544 916 314 821 6263 jean csoresearch com Ho Do you want contacts to be able to edit the Employer Information section By default they can NOTES Interfase User s Manual Page 248 of 271 EMPLOYER STUDENT SEARCH An employer can search for students by clicking on the Student Search menu Employer Student Search Es Only students with an Active status have selected Yes to Allow Employer Viewing and who have a Resume will show up to employers BA E To view the student s profile and resume
371. y However if you want to query a specific end date then you need to choose one date later In this example we want data from 4 9 2006 through 4 22 2006 so were querying 4 9 2006 through 4 23 2006 STEP TWO Reviewing the Data System Stats 42K Only those statistics in the Activity section are affected by any Date Range TOTAL ACTIVE JOBS This is the total number of jobs with an Active Status in your system this doesn t Total Active Jobs 710 query on the date range you entered in Active Breakdown PAME MENT STEP ONE Certified Teaching ACTIVE BREAKDOWN This is a Full time Part time breakdown by Applicant Type of those Intern Co op jobs If a job has more than one applicant type selected it will appear under each of those types TOTAL INACTIVE JOBS This is the total number of jobs with an Inactive status in your system this doesn t query Total Inactive Jobs 12811 on the date range you entered in STEP Inactive Breakdown PITATE ONE Certified Teaching INACTIVE BREAKDOWN This is a Full time Part time breakdown by Applicant Type of those Intern Co op jobs Ifa job has more than one applicant type selected it will appear under each of those types Interfase User s Manual Page 181 of 271 Referrals 559 Placements 7 Work study 0 Total New Jobs 322 Wew Breakdown Certified Teaching Full time Part time Intern Co op This section details the Activity found for the date range you que
372. y 6 Kathy Smith Co op Intern Sophomore December 2007 Michelle Ewing Smith Daniel 8 Daniel Smith Co op Intern Freshman December 2007 Michelle Ewing Smith Tracie 20 Tracie Smith Alum December 2007 Michelle Ewing Smith Shawn 32 Shawn i Masters December 2007 Michelle Ewing Active PROSA Smith John 38 John i Senior December 2007 Michelle Ewing Active PROSA Smith Clinton 65 Clinton i Junior December 2007 Michelle Ewing Active PROSA Jones Chelsa 101 Chelsa Alum May 2007 Melissa Swan Active PROSA Jones Donald 109 Donald Alum December 2007 Melissa Swan Active PROSA email packet to O self O employer O employer amp self none Create Packets Interfase User s Manual Page 187 of 271 STEP THREE Under Email Packet To choose Employer amp Self Then click the Create Packets button SS email packet ta O self O employer employer amp self none E Select All E EE E Choose SELF only you will receive this packet via email Choose EMPLOYER only the employer will receive this packet via email Choose EMPLOYER amp SELF both you and the employer will receive this packet via email Choose NONE this packet will not be emailed It will open in the next steps STEP FOUR Under Generate Referral choose Employer or Job This will create a referral record for each student in this resume packet The referral with also be linked to the Employer and or Job we choose in STEP FIVE For our example the employer does have a job in t
373. y will be able to edit their profile and post new jobs which will also be assigned a Pending status L i Home 2 My Profile iS my Jobs Sign Out EXAMPLE 2 EMPLOYER ORGANIZATION IS LISTED lf a new employer contact finds their company listed in the database already they can check the box next to the name of their company and click Continue to add a new contact person and have it be associated with the existing employer record Find Your Organization lt gt bank Records found 5 wn Bankers Life amp Casualty Federal Reserve Bank of St Louis Cl Firstar Mercantile Bank NA Cl Mark Twain Bank Union Planters Bank Human Resources Interfase User s Manual Page 242 of 271 This is the next screen they will see after they have selected their organization and clicked on Continue Employer Information Organization Name Bankers Life amp Casualty Location Austin Tz Website www ble com Employer Category Insurance 4 Address Line 1 101 East Main Street s This employer pcere nee was already in the E system thus the SE Employer Information Zip 7777 section was previously Phone 898 998 9999 completed Fax 898 998 9995 Profile Bankers Life amp Casualty is a fortune 500 company specializing in insurance policies On line Application Address www blc com application asp Majors Accounting International Business Journalism Management Management Information Syste
374. yan Faculty Date Referral Method Referral Type administrator Referral Notes Modified 2 27 2007 12 29 PM EA ance Sa Rs g E Click Save when done NOTES Interfase User s Manual Page 134 of 271 VIEWING AND CREATING PLACEMENTS A placement record documents when a student obtains employment A placement also called a hire record includes a student s place of employment salary and other relevant employment information VIEWING A PLACEMENT To view a placement record access the activity records In the Placements tab section find the placement and click the View link under the Action column Placements Placements Organization Job Title Name Credit CSO Research Analyst fl EEER Financial Waddell amp Reed ER Advisor Inc Gees Placement Profile Schedule Start Date 8 31 2006 5 25 2007 2 actin view Sremove 1 12 2006 5 15 2006 3 Active View Remove Add New Placement View All Work Term End Date Number Status Action Copy Placement Student Organization Name Contact Job Schedule Administrator E REPORT A HIRE This section will only be populated if an employer or student creates the placement AND if they were not able to locate the some information and had to type it in i e Student first last name Organization Name Faculty Report A Hire Information First Name Last Name Email Alt Phone Alt Organization Name J

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