Home

User Manual - Prospect City

1. wy Leave address blank to use company s default Contact Support Billing Address Primary Contact Secondary Contact Leave address blank to use company s default Description Function Tags okup G codes commas 7 Base Compens in Comper i Select the client company by typing the name If the company does not appear on the popup list type the complete name of the company in the field Upon saving the record Velvet will add the new company Note Velvet will automatically delegate the task of finishing the company record to your admin 3 Enter the position iob title for this project 4 elect team members on the project Enter the client contacts If the contacts do not appear in the popup type the entire name of the person in the field firstname lastname Velvet will add the new person Note Velvet will automatically delegate the task of finishing the person records for those you ve just entered to your admin setect stage gates from the lists and corresponding due dates where known Velvet will notify team members of these stage gates and pending due dates Velvet will remind team members as these stages approach to ensure each person is reminded of their responsibilities Leaving stage gates blank will negate these email notifications Alternatively you may select stage gates but turn off email alerts by un checking the email alerts box CONTINUE gt 36
2. Title Partner IM Direct Phone Common Function Tags CE0 CAO FS GM Separate tags by commas 1 7 Velvet PERSON RECORD VIEW CHANGE EDUCATION Users may optionally enter and manage education criteria within a person record To do so scroll down to the education section and click Add Education Education Degree School Major Grad Year erified Bachelor U of Iowa Engineering 2007 Yes Edit honors Add Education Degree Certification z School EDIT EXISTING ENTRY Major State z Graduation Year 2007 verified l Yes by Comments Select appropriate fields and enter information for education School names are free text entry There is no minimum requirement PERSON RECORD VIEW CHANGE MEMOS Each person record may contain an unlimited number of memos or comments Users may edit existing memos or add new ones It is recommended users edit existing memos whenever possible to minimize the number of memos per record Edit a Memo To edit an existing memo the user should click on Edit The user should then add text at the end of the field Memos Memo Added on 2007 04 25 Call Out from JOSH Result VM m ior Add A Memo Project Type Referred Referred Memo Add Enter a New Memo Users can add a new memo by clicking Add Memo The user can select a specific feedback type and enter text in the memo box If the memo specifically addresses a
3. setect stage gates from the lists and corresponding due dates where known Velvet will notify team members of these stage gates and pending due dates Velvet will remind team members as these stages approach to ensure each person is reminded of their responsibilities Leaving stage gates blank will negate these email notifications Alternatively you may select stage gates but turn a email alerts by un checking the email alerts box CONTINUE gt Fill in Description Eunction Tags Compensation only if known 32 Velvet BUSDEV DETAILS Before you finish you must click the BUSDEV Details tab and complete the form New Project Project BusDev Details Projected Start 2011 4 e1 4 1 Client Non Competitive C Meeting Scheduled C Relevant Strength O New Competitive fao1isif4 isif4 is O Proposal Delivered Original Call By Comments Feedback O Positive O Awarded None Q Signed Contract O Negative Create gt Nu Back Projected Start Indicates when you believe this BUSDEV could become a search Client or New Indicates if this is an existing past client company or a new one Non competitive Competitive This indicates whether or not the BUSDEV opportunity is competitive other search firms Meeting Scheduled This indicates if a meeting has been scheduled with the potential client to discuss or pitch Relevant Strength This indicates if the project position is one th
4. Fill in Description Function Tags Compensation only if known Search Awarded Entering a New Search continued Function Tags Description Create Velvet Function Tags Lookup Separate codes with commas Base Compensation Bonus Compensation Eunction Tags are codes that define the position and it s responsibilities as they relate to other projects and contacts in Velvet Every job in a project or within a person s work history can have a function tag associated with it This tag is used to group individuals and projects together for future use Your frequently used tags are displayed below the field in red highlighted links l see the tag on my screen in red If the tag you prefer to use for this project exists on your screen you can simply click on it to add it to the function tag field do not see the tag prefer on my screen If the tag you wish to use is not listed on your screen click Lookup to find and select a tag or tags to enter in the function tag field Click on it Velvet will add it to the function tag field for you There isn t one tag that describes the function need may select multiple tags Absolutely We encourage users to add as many tags as necessary to describe the position Going forward these newly used tags will now appear below your function tag list for future needs My frequently used function tag list is long or irrelevant What c
5. IF LEFT BLANK INPERSON RECORD Velvet POPULATES USING THEIR CURRENT COMPANY INFORMATION ASSUMING COMPANY RECORD IS COMPLETE ney git Download vCard Editing Name or Contact Information e tia aecl pak to edit contact information click Edit in upper right corner Editing Isabella Rosario Delete Person Cancel Salutation First Name Middle Name Last Name Suffix Direct Work Phone Work Phone Ext Mobile Phone Home Phone Fax C O 22234521 22 120 C Selected phone number becomes default PEES ee INDICATES PREFERRED CONTACT TS o NO FORMAT REQUIRED z J z Work E Mail Personal E Mail CP of Selected e mail address becomes default ONLY AUTHORIZED USERS HAVE THE ABILITY TO Ea DELETE PEOPLE RECORDS Velvet PERSON RECORD VIEW CHANGE CALL CUSTODY INFORMATION Detailed descriptions of each section are below Call Assignments Custody This section displays information relating to current custody of an individual A user listed in any of these fields likely has current rights over this person and should be contacted before calling the person Call List Edit Left Message Edit None Save All Clear Follow Up Edit None Next Steps Edit Client Mtgs on Apr 04 2011 TO ASSIGN YOURSELF AS CALLER CLICK EDIT THEN SELECT YOURSELF FROM THE LIST OR SELECT ANOTHER USER TO ASSIGN THEM CALLER RIGHTS THIS WILL ADD THIS PERSON RECORD AND CALL ASSIGNMENT TO THE USER
6. Incyte Corp Hoffmann La Roche Inc Amylin Pharmaceuticals Aileron Therapeutics Surface Logix Peptimmune Bristol Myers Squibb Temple University Created Mar 28 2011 Mar 28 2011 Mar 28 2011 Title Aileron CSO Aileron VP of Chemistry Results are grouped according to record type Search Attachments To text search attachments click the link in the upper right It will add results in a new section at the bottom To navigate to a record click on the red link for each B M Google Zoom Search File Attachments Last Updated 6 days ago 6 days ago 6 days ago 6 days ago 6 days ago 6 days ago 6 days ago 6 days ago 6 days ago Last Updated 6 days ago 6 days ago 6 days ago Last Updated 6 days ago 6 days ago r Logged in as Jordan Karen Logged in as Jordan Karen Home Views People Companies Projects Reports Tags Actions New Person New Company New Project New Query Settings My Profile User Directory Contact Support Logout PERSON RECORD VIEW EXISTING RECORD After clicking on a person record link name you will be taken to the person record Logged in as Jordan Karen Home Gregory Aasen SVP Strategy Networking Viewer PMC Sierra People Created on Aug 16 2006 last updated about 3 hours ago Companies eee ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee Proj
7. Started Endg 2006 07 01 Download vCard Report Download Edit M careher TE Mattassistant Un link LinkedIn Profile f View this Person on LinkedIn Home Phone Other Phone 330 653 8967 None Personal E Mail 2 None Assistant E Mail None 49 New Administrative Tools Merging People and Company Records is easy with Velvet Wherever a user finds a list of people or companies and suspects a dupe is listed the user simply goes into the record and selects it for merge Then the user goes into the other duplicate record and selects it for merge A link will then appear at the top right called Begin Merge When the user clicks that link Velvet will display the final step of the merge process Company Merge Cancel Merge Ho To merge the information from the selected company records into one record select the destination record below All other records will have their associated people projects and attachments will be migrated to the selected company record and then the company records will be deleted 3 Peop Companie Destination Current People Projects Created Projec Prospect City 1 0 03 Feb 2012 Repor Prospect City dupe 0 0 18 Mar 2013 Tac Action Merge to Selected g New Persc New Comnar The user then selects the keeper record and the merge will begin This process will move people records projects and attachments before the non selected company record
8. Niraj Jain Dir of BD Residential Conn Group Unknown Scott Wang Director Tools amp Engr Ops Unknown Susan Bowman Ex SVP of HR Unknown Udaya Shankar Senior Director of Routing PLM Unknown Previous People No previous people Scroll down within the company record and select Add an Attachment Attachments Click Browse to select the document from your computer No attachments Add An Attachment File Browse Isa Resume Parse Resume Description Project r Attach Look in My Documents gt O 2 egm ie BYRP Software New Website A razrhack My Scans My Recent O Symantec my Albums Documents O Outlook Data My Data Sources My eBooks Amy Music D TomTom B My Pictures Desktop E Prospect City B Recruiting Firm Start Up Instruction B Music Infrastructure Services pdf S D 2005 6 Mailing List_Resumes pi Prospect City Portfolio of Services p E Black Book of Executive Search FRE SHIO SMS Presentation pdf A SEARCH PROCESS ENGINEERING E S Overview pdf A SteinBackground pdf A Prospect City Solution pdf My Documents f er iii lt gt My Computer Select your document and click OPEN Complete the description field using b 2l firm specific or free text description MyNewok ii z Files of type jar Files hd Cancel A DO NOT SELECT A PROJECT unless document is specific to intelligence on a single project and is not useful to
9. custody of an individual A user listed in any of these fields likely has current rights over this person and should be contacted before calling the person Call List Edit Left Message Edit Save All Clear None Follow Up Edit None Next Steps Edit Client Mtgs on Apr 04 2011 TO ASSIGN YOURSELF AS CALLER CLICK EDIT THEN SELECT YOURSELF FROM THE LIST OR SELECT ANOTHER USER TO ASSIGN THEM CALLER RIGHTS THIS WILL ADD THIS PERSON RECORD AND CALL ASSIGNMENT TO THE USER S HOME PAGE CLICK SAVE Call List Edit Save All mo TO CLEAR A NAME WHEN MAKING THE CALL CLICK CLEAR TO INDICATE YOU VE LEFT A MESSAGE CLICK EDIT NEXT TO THE LEFT MESSAGE FIELD AND _ SELECT YOUR NAME FROM THE DROP DOWN LIST DATE DEFAULTS TO TODAY BUT CAN BE CHANGED THIS WILL MOVE A PERSON FROM YOUR HOME PAGE PEOPLE TO CALL SECTION TO THE PEOPLE LEFT MESSAGES WITH SECTION CLICK SAVE Left Message Edit on Apr 04 2011 Save All Clear gt Follow Up Edit a On May 05 2011 with Save All Clear TO SET A FOLLOW UP REMINDER EDIT THE i FOLLOW UP FIELD AND SELECT YOURSELF OR ANOTHER USER THE DATE DEFAULTSTO G 30 DAYS FROM TODAY BUT CAN BE CHANGED caer THIS WILL APPEAR ON YOUR HOME PAGE ASA Mia m _ REMINDER WHEN THE FOLLOW UP DATE IS rb ro a WITHIN 14 DAYS CLICK SAVE wc co mca T ee gt a a
10. l E E a a E N E E E D People to Follow Up With Show All o Last Name First Name Current Title Current Abbott Doug Principal Consultant Intellimet Recent People No recent people 12 Velvet PERSON RECORD DELEGATE TASK While viewing a person record or company record a user can ask for more information or assign a task to another individual in the firm To request information or assign a task click the appropriate link to the upper right Email Researcher or Email Assistant Logged in as Velvet Help Gregory Aasen Download vCard Report Download Edit Home 2 E Mail Researcher E Mail Assistant SVP Strategy Networking l Views PMC Sierra People Created on Aug 16 2006 last updated about 3 hours ago Companies Work Phone Mobile Phone Mobile Phone 2 Home Phone Other Phone rae 408 239 8000 None None None None inni Tags Work Address Home Address ae None None ons New Person Work E Mail Personal E Mail Personal E Mail 2 New Company None greg aasen pmc sierra com None New Project New Query Assistant Name Assistant Work Phone Assistant Mobile Phone Assistant E Mail None None None None Settings My Profile Kids Relocation Manace Users None Group Settings Biography Contact Support SHAWN Shawn Ogelsbee October 27 2006 at 4 24pm Greg Aasen Chief Strategy Officer Greg Aasen is the chief strategy officer at PMC Sierra Previously he was vice president and general manager of the communic
11. npieetgeia g mail com Work E Mail KI Titles Company Reed Elsevier Title Head of US HR Shared Services Function Division Reports To Start Date January 01 2010 End Date January 01 2011 Leave blank for current title Base Comp Bonus Comp Other Comp Comments ROBERT RIGBY HALL ieeeebbieetover Road nedemkenia gmail com Mobile 646 Stamford CT 06902 www linkedin com in robertrigbyhall Home a 8250 CHIEF HUMAN RESOURCES OFFICER GLOBAL Transformational leader and builder of progressive human resources a Partner ito results oriented business leaders to create HR strategies that drive cultural environments Lived worked internationally in UK Europe Asia land US Talent Management amp Succession General Management and Lookup Board Member Resume parsing is not a perfect science To assist you with any necessary corrections we have created an easy way to make corrections e We have displayed a copy of the resume in text form in the window to the right for comparison e In addition to manually typing corrections we offer a point and click alternative 1 On the resume highlight the correct text such as job title 2 On the left select the appropriate field where the highlighted text belongs 3 Click the arrow to the right of the field and it will copy the text over to Velvet automatically Scroll down
12. S HOME PAGE CLICK SAVE Call List Edit Save All Clear B TO CLEAR A NAME WHEN MAKING THE CALL CLICK CLEAR Left Message Edit on Apr 04 2011 Save All Clear TO INDICATE YOU VE LEFT A MESSAGE CLICK EDIT NEXT TO THE LEFT MESSAGE FIELD AND SELECT YOUR NAME FROM THE DROP DOWN LIST DATE DEFAULTS TO TODAY BUT CAN BE CHANGED THIS WILL MOVE A PERSON FROM YOUR HOME PAGE PEOPLE TO CALL SECTION TO THE PEOPLE LEFT MESSAGES WITH SECTION CLICK SAVE Follow Up Edit On May05 2011 with gt Save All Clear I N C N TO SET A FOLLOW UP REMINDER EDIT THE FOLLOW UP FIELD AND SELECT YOURSELF OR i ANOTHER USER THE DATE DEFAULTS TO 30 DAYS FROM TODAY BUT CAN BE CHANGED THIS WILL APPEAR ON YOUR HOME PAGE AS A REMINDER WHEN THE FOLLOW UP DATE IS WITHIN 14 DAYS CLICK SAVE l Active Projects Name i Type Title BusDev Projects Name Status Title Company IBM CEO Open CEO IBM Corp Active People No acti pi l l l l l I la I ARROW VP HR Search VP Human Resources HOME PAGE i E l l l l l l People to Call rl p Last Name First Name Current Title Current Aalund Martin Director Engineering KLA Tencc sss ststst ttc T gt People I Left Messages With a Last Name First Name Current Title Current I l B Abate Victor VP Renewables GE Energ
13. 6 days ago 6 days ago Download Selected People Download as CSV Download as CSV CSV Download Profiles as PDF PDF Users can select individual records or select entire lists by checking the top box on the header Upon checking box the bottom of the results list will expand to reveal a number of choices G Users can opt to list previous job titles to better review the list Users can download the entire list in csv format Excel for merge imports etc Users can associate checked people records with another search project Select the search and select the desired status of the individuals on the destination search project research candidate etc G Users can download all of the profiles of checked individuals to be printed in pdf format 45 How to copy migrate people records from one search to another It is common for a recruiter to request the individuals from an old search be copied to a new relevant one when it begins While viewing an existing search and the pipeline of people under it check individual records of select the entire list by checking the box on the top header Anderson Eric Principal SW Engr Anderson Fred Managing Director amp Co Founder _ Appelby Simon Chief Executive Officer O Appleby Mike Director Supply Chain and Logistic O Appleby Rick coo Appleton Steven Chairman President amp Chief Executi Assaderag
14. Active ae E Business Officer N On Q ity CBO 02 001 Chief Boccuzzi Steve Vice President Medco Health Solutions Inc Entered Reference Final Business Officer Vice President Oncology R amp D Business aE On Q ity CBO 02 001 Chief Bolno Paul ee bad GlaxoSmithKline PLC Similar Research ID T3 Development Business Officer A A 2 On Q ity CBO 02 001 Chief Bondaryk Robert Bob Chief Operating Officer Keranetics LLC Entered R Source P amp A Business Officer On Q ity CBO 02 001 Chief ommercia 52 NOTE IF VELVET GENERATES ERRORS AT THE TOP OF THE SCREEN USERS CAN SIMPLY ABANDON THE PROCESS AND CORRECT THE ERRORS IN THE SPREADSHEET AND START OVER Before completing the process the database requires the user to review and set approve any questionable or conflicting company names on the list Conflicting or questionable names are listed in drop downs on the screen Each drop down will have company names to be resolved Definitions Similar Velvet has found a similar name already existing in the database Select this if you want to add this person under that existing company Entered This is the EXACT company name as entered in the spreadsheet Selecting this will create a new company record with this name in it VERY IMPORTANT If the user determines a similar company name is actually the correct match even though spelling may be slightly different we suggest selecting the Simi
15. Base None Bonus None Other None i Add Title View existing or Edit existing All red underlined fiefds eae secant are active links Title Function Lookup Board Member Division Reports To Start Date 1S NEW OPTION End Date E P PEA T Clients can provide links to ke Canin Banks Comp lookup proper names such Other Comp as Hoovers etc Comments Add Add New Job To add a new job click the Add Title link This will display the fields for entering a new job Company can be selected while typing If the correct company does not display as you type continue typing the company name in whole and the new company will be added when the record is saved Titles are required If the title is unknown enter unknown Start date is not required but useful when entering a number of jobs End date is to be left blank if the job is current Base compensation and bonus compensation are text fields Enter text or numbers in any format Other compensation is a text based field Users can enter any additional information here car club etc Comments are associated with this job only responsibilities for example Function tags may be entered for each role The user s frequently used function codes will appear below the field To add these a user simply needs to click on them If the user needs to lookup additional codes click lookup 16 Velvet PERSON RECORD VIEW CHANGE JOB I
16. Fax Website URL Stock Symbol Off Limits Expiration 2012 April By Description Description Create Ne Back Off limits may be set to warn other users to avoid recruiting from this company branch or division Leave Division Of blank if it is a parent company Click Create when completed Settings My Profile Manage Users Group Settings Contact Support Logout 40 Company Records TAGGING a Company Record Find _ Companies may be grouped together by designated a TAG or code Each company that contains this TAG will form a list for BD targeting mailings etc TAGS are managed by a central source in the firm usually an administrator so please be careful when creating new TAGS A duplicate tag or a long tag name can create problems for other users Logged in as Velvet Help BEE 3Com Edit Home Created on Mar 28 2011 last updated 6 days ago Report Download E Mail Researcher E Mail Assistant Views Parent Company Of Division Of Ticker People None None None Companies Projects Address Phone Fax Reports None None None Tags Industries Actions None New Person 3 New Company Website New Project e ea l New Query l Tags Edit oo l Settings i Save Separate tags by commas i My Profile 1 BD SRC 12 XMAS I Manage Users fiesta RSS S252 o SSS SoS SSS 43S gt SS5SSs o l Group Settings None Contact S
17. ID 43023 ID 43029 43028 ID 42986 42985 ID 43016 43013 42992 42988 15 Merge selected records First Name Robert Robert Middle Name Middle Name Middle Name Middle Name Middle Name Cumberland Cumberland Cumberland Cumberland Cumberland Current Title President Vp Human Resources Current Title None None Current Title None Group VP Global Technology Current Title test Executive Director IT Shared Services Current Title Partner Partner Current Title Vice President Vice President Vice President Global Transportation CIO CIO Current Company Prospect City American Express Corporation Current Company None None Current Company None Orbitz LLC Current Company America Fixing Corporation Deluxe Corporation Current Company Cavoure Advisors Cavoure Advisors Current Company Unisys Unisys Unisys Abercrombie amp Kent AT amp T Velvet displays a list of possible dupes for your review Users can tell which records are oldest by looking for the lower ID number Users can also click on each name to display details in another window for review or comparison After deciding which records are winners keepers vs losers removed choose to merge records by clicking merge selected records at the bottom of the screen 54 New Security Options While our OpenBSD platform is consid
18. Separate tags by commas 27 Velvet PERSON RECORD ADD EDUCATION Users may optionally enter and manage education criteria within a person record To do so scroll down to the education section and click Add Education Education Degree School Major Grad Year erified Bachelor U of Iowa Engineering 2007 Yes Edit honors Add Education Degree Certification z School Lookup Y EDIT EXISTING ENTRY Major State Graduation Year 2007 verified l Yes by Comments NEW OPTION Clients can provide links to ba lookup proper names such as ed gov etc Select appropriate fields and enter information for education School names are free text entry There is no minimum requirement PERSON RECORD ADD MEMOS Each person record may contain an unlimited number of memos or comments Users may edit existing memos or add new ones It is recommended users edit existing memos whenever possible to minimize the number of memos per record Edit a Memo To edit an existing memo the user should click on Edit The user should then add text at the end of the field Memos Memo Added on 2007 04 25 Call Out from JOSH Result VM m ior Add A Memo Project Type Referred Referred Memo Enter a New Memo Users can add a new memo by clicking Add Memo The user can select a specific feedback type and enter text in the memo box If the memo specifically addresses a se
19. Tags Edit NONE a a oS ae SS a Se es et Ss Se es Se Ss a es a ss 5 l Projects i l Project Title Status When i I Santur CEO Santur CEO Research Edit l left message I oS SSS SS aS SS SS SS SS eS SSS SS eS Se SS eS SS SS SS eS eS SS a SS Sa SS eS SSS SSS SS SS See SS SS SS eS SS SS Se Se eS SS 1 j Titles Title Company Started Ended l SVP Strategy Networking GM P amp L PMC Sierra Unknown Current i Base None Bonus None Other None l Add Title r I Education I No education entered l Add Education f Memos ee ee l l Memo Added on 2007 04 25 l Call Out from JOSH Result VM l l Add A Memo Attachments I No attachments l l Add An Attachment ame Title Company cal Routing Custody 7 Fducation Information ontact Information emos Comments ocument Attachments Qa Pint ProfierEmai Link dmin Contact Info 10 Velvet PERSON RECORD VIEW CHANGE CONTACT INFORMATION Detailed descriptions of each section are below Ms Isabella Rosario ge EE OE RECORD YP HR ZZZ Chemical Company Created by Stein Bob on February amp 2007 last updated 56 days ago WHO CREATED WHEN CTIVE LINK TO COMPANY RECORD Contact information View Direct Work Phone Work Phone Mobile Phone Home Phone Fax None 222 345 2122 x120 None None None Work Address Home Address Work E Mail ZZZ Chemical Company None None 123 HHH Street Personal E Mail Hartford CT 11112 None
20. Tasks Isabella Rosario URL http orion surd To manage in MS Outlook Tasks the user should drag the email into their tasks list Set a due date or manage the list via tasks LEUEI VULVY Inbox Fie Edit View Go Tools Actidgs Help CENE hex n z 4 File Edit View Go Tools Actions Help Type tion for help New Sy amp tk LAS x tw R amp ply bag Reply to All Ca Forward 4 Send Receive 2p Fi Bine We X E ge Toev 0 3 Work Week F week uonth Spend GO Nee contacttofind OIO Osk O M B GY A outiookiCalendar My Calendars Wednesday May 30 Ns g May 2007 June 2007 July 2007 gt Tasks Inbox E Calendar SMTWTFS SMTWTFS SMTWITFS A 23012345 12 1234567 My Tasks Ba b G From Subject Open a Shared Calendar l oo 6 7 8 9101112 3456789 8 91011 12 13 14 PR eS 8 131415 16171819 10111213141516 15 16 17 18 19 20 21 3 eB Robert Stein Isabella 5a n a gasses Nancy Brereton RE Atlant 10 August 2007 September 2007 October 2007 SMTWTFES SMTWTFS SMTWTF 5S Open Shared Tasks 1234 1 123456 Nancy Brereton RE Week a 5 6 7 8 91011 2345678 7 8 910 11 1213 12 1314 15161718 9101112131415 14 15 16 17 18 19 20 45 pm 9 20 21 22 23 24 25 16 17 18 19 20 21 22 21 22 23 24 25 26 27 12 AN7 28 29 30 31 23 24 25 26 27 2829 28 29 30 31 Isabella Rosario 2 EEEE ee ee sei 2008 a sSM
21. any others ATTACHMENT GUIDELINE Guidelines for uploading attachments are below People Record documents should be limited to resumes write ups references articles and other documents specific to the person Company Record documents should be limited to the company itself such as an organization chart We recommend using outside resources such as Hoovers to maintain company information rather than uploading it Project Record documents should be limited to information associated with the project such as contracts invoices proposals presentations etc Candidate write ups belong in people records with the associated project indicated 49 Printing Information in Velvet Users can print any information listed on the page lists pipelines people profiles etc by selecting FILE PRINT from the browser window OR At the top of each person record project record and company record is a link called Report Click it to download a formatted pdf profile Reports New reports can be requested through the firm and added to this list on a permanent basis lf you need further assistance contact support prospectcity com 43 Advanced Query Function Performing an Advanced Query Users can perform advanced queries in Velvet by clicking on New Query on the right side menu Logged in as Velvet Help Advanced Search Query Home To find people and companies matching specific criteria fill in the fields
22. below Using additional fields results in a more specific search as people and companies must match all conditions Views People Job Title Companies Projects Multiple titles may be specified by putting quotation marks around multi word titles Example president vice president Reports Tags Company Actions Include subsidiaries New Person Company name may be an exact match or partial name New Company b F New Project mpany Industries New Quer Aerospace amp Defense N Agriculture Settings Automotive My Profile Banking My Profile Chemicals Manage Users Computer Hardware Group Settings Computer Software amp Services Conglomerates 5 Contact Support Multiple industries may be selected by holding down the Control Command key Logout Functions Lookup Location Metro Areas Chicago Metro 0 Cincinnati Cleveland Detroit Indianapolis Metro Milwaukee Metro Minneapolis Matches are done by area codes in contact phone numbers Multiple locations may be selected by holding down the Control Command key Text Keyword Search J Include attachments slower Searches names addresses e mail addresses titles company names biographies company descriptions memos and tags TIN Search Performing a query is fairly self explanatory Enter information in appropriate search fields to expand or narrow your search results G ou may select a company by typing in the field To add more companies
23. by skills in order to find them later during a complex query Adding a Function Code When entering or editing a job title the user can add function codes by either clicking a commonly used code from their user list or by looking up a code from the company s master list of function codes ction DO O Lookup CEO CAO FS GM Each time a user selects a code form the master list it appears under their commonly used codes which can be easily accessed in the future If this list gets too large the user can edit it within their user profile located via the My Profile link on the right side menu Master Function Code List The master list can be accessed by clicking on Lookup In the popup box the user can expand or contract the list according to subject To add a code simply select it from the list Codes are simplified so users can select multiple codes to form a Skill set Close the window when complete Click Add to save the person record Edit Function Tag Short List To edit your commonly used code list located under the function code field click on My Profile from the right side menu Click Edit while viewing your user profile Scroll down to see your Common Function Tags list Edit as appropriate New Password hese tie New Password confirm Office Boston X Practice Title Partner IM Direct Phone Common Function Tags CEO0 CAO FS GM
24. click the symbol to the right of the field company industry codes are defined within each company record Be sure the company database codes are completed before relying on this as a valid filter Location is defined by people record area codes within the various phone fields Because address fields are not often completed area codes provides the ability to access more complete records Phone fields searched do not include assistant phone numbers Text Keyword searches most fields in the database and can be expanded to search attachments 44 What to do with List Results All list results have a similar function whether they are the result of a find a que a search eline or even a company employee list When viewing a list users have several options with the results Search for apple _ LastName First Name Current Title Anderson Eric Principal SW Engr G Anderson Fred Managing Director amp Co Founder Appelby Simon Chief Executive Officer O Appleby Mike Director Supply Chain and Logistic O Appleby Rick coo O Appleton Steven Chairman President amp Chief Executi Assaderaghi Fari VP Eng O Baka Jim North American Sales Manager O Bedrosian rian Director of Mktg WLAN O Bennett David Americas amp Europes Sales Dir O Berg Jim VP Sales Bergey Chris Sr Director O Black George NE Regional Sls Mgr O Breuckman Barrett Partner O Buck Mark Ex VP Global S
25. completed at the start of a search project but can be modified throughout the life of the search project These selections will help determine who gets credit for origination bringing the opportunity to the firm conversion winning the search and execution doing the search Origination Percentage Conversion 100 Percentage Execution Percentage 100 100 35 Velvet Search Awarded In addition to converting a BUSDEV to a search the user may enter a new search project if no BUSDEV record exists This usually happens in the event the project is awarded without going through a BUSDEV stage Entering a New Search The user can enter a new search by clicking New Project from the right menu bar When doing so the new project TYPE defaults to search displaying the accounting tab Logged in as Velvet Help New Project Home i A Views Project Accounting J People Project Name Project Start Status Status Date Companies Es Es Projects Open Reports Company Title Type E Mail Alerts Tags 2 G Search v Actions Backup User Admin User New Person Leverage User Lead User z z z z New Company New Project Special Location Branch Stage Gates Strategy Session New Query April 09 2011 a z pm Settings April 09 2011 My Profile es a April 09 2011 Manage Users f a April 09 2011 Group Settings
26. is deleted Merging People works exactly the same way merging memos project associations and job titles If conflicts occur Velvet will favor the destination record Import Tool Velvet now has a feature that allows administrative users to import person records from csv files or xls A template is provided by Prospect City along with user training for this process It is recommended this process be limited to users with expertise and authority since imports are not reversible See next page for instructions 50 Velvet INSTRUCTIONS FOR IMPORTING CSV PEOPLE RECORDS INTO VELVET IMPORTANT THIS PROCESS IS NOT REVERSABLE ANY IMPORTS COMPLETED ARE PERMANENT User must have Administrator permissions to facilitate import process From the main home screen retype the URL as follows http yourconame velvetsite com press enter You will see the following screen Person Import Tool To begin choose a Comma Separated Values CSV file of person records to upload You will be shown a list of the validated person records and associated information before importing Browse Upload The following field names will be recognized Field names can have mixed case and or spaces First Name will be recognized as the firstname field Each row in the CSV must have at least a person s last name defined in order to create a record No verification of duplicate person names will be performed For person and company addresses the a
27. links Title Function Lookup Board Member Division Reports To Start Date 1S NEW OPTION End Date E P PEA T Clients can provide links to ke Canin Banks Comp lookup proper names such Other Comp as Hoovers etc Comments Add Add New Job To add a new job click the Add Title link This will display the fields for entering a new job Company can be selected while typing If the correct company does not display as you type continue typing the company name in whole and the new company will be added when the record is saved Titles are required If the title is unknown enter unknown Start date is not required but useful when entering a number of jobs End date is to be left blank if the job is current Base compensation and bonus compensation are text fields Enter text or numbers in any format Other compensation is a text based field Users can enter any additional information here car club etc Comments are associated with this job only responsibilities for example Function tags may be entered for each role The user s frequently used function codes will appear below the field To add these a user simply needs to click on them If the user needs to lookup additional codes click lookup 26 Velvet PERSON RECORD ADD JOB INFORMATION Detailed descriptions of each section are below Function Tags Function tags are used to tag skills and group individuals
28. search project the user can select the project from the drop down list If the comments are general referring to career information for example do not select a project Referrals Often when on a call a person may refer another individual for the project The user can record this by typing a name in the referral field Existing names will appear to select or you can continue typing to add a new person to the database New Both person records will also display a link connecting the two forever 18 Velvet PERSON RECORD VIEW CHANGE ATTACHMENTS Users can modify uploaded attachment records Examples include changing description project etc However users are not able to modify the attachments themselves Users must first download the attachment to their computer make changes and re upload the new modified document Upload a new Document ax Click Add an Attachment Look in E My Documents e 0ce D BYRP Software ooo O aaaaaaaa S D My Videos Jrazrhack yscan D Symantec TurboTax 5 Outlook Data New Website My eBooks my Scans TomTom my Albums La My Music Ea PEOPLE 011304 xls P Prospect City Bl Recruiting Firm Start Up P Music SA Infrastructure Services 2005 6 Mailing List_Resumes FH prospect City Portfolio o 2005 6 Mailing List2_Resumes Bl Black Book of Executive lt My Data Sources io SMS Presentation Click browse to locate the document on your comput
29. to Search Project I Accounting Project Name Company Lead User Special Location Branch Project Start Status Status Date Backup User Open Title Type E Mail Alert Leverage Us Admin User Strategy Se April 09 2011 April 09 2011 Anril NA 37N11 This will hide the BUSDEV tab and instead display the accounting tab You may now edit any details associated with this opportunity including job title address description etc In addition you will need to click on the accounting tab and complete that form as well see accounting tab section below Accounting Tab Project Accounting Projected Total Fee Billing Contact Fee Increments 0 30 60 O 0 Candidates O Other Date of First Invoice ist Fee Paid 2nd Fee Origination Percentage 100 Actual Retainer Retainer Structure 33 33 Flat Fixed Placement State Other E ee User defined None _ Section Standard Other Duration Explain Cost of Search Accounting managed Section Paid 3rd Fee Paid 4th Fee Paid 5th Fee Paid Pick Up Fee Paid Conversion Percentage Execution Percentage User a a gt defined a Section 100 100 CONTINUE gt 34 Search Awarded Converting a BUSDEV to a Search c
30. 24 25 26 27 e 12 RAZ 28 29 30 31 23 24 25 26 27 28 29 28 29 30 31 Isabella Rosario 2 EEEE a Ses n SM TNIFS SMTWTFS sM TWTFS Robert Stein rstein prospectcity com 30 23 1 12345 ee 456786 10 2345678 6 7 8 9101112 H il A 7 11 12 13 1415 16 9 10 11 12 13 14 15 13 14 15 16 17 18 19 To rstein prospectcity com gm 18 19 20 21 22 23 24 16 17 18 19 20 21 22 20 21 22 23 24 25 26 25 26 27 28 29 30 3 24 25 26 27 28 29 27 28 29 30 31 1 2 40 NI 3456789 mE Di Taskad B Isabella Rosario 5 i URL http orion superblock net peop 6 E iesbele Rosario 2 O Orion Please update a quick added company aee i 00 Mail 8 a Calendar g 82 contacts 10 2a 11 dW 3 Items 24 Velvet PERSON RECORD ADD PROJECT ASSOCIATION Detailed descriptions of each section are below Project Association Assigning a person to a project is done within the person record A person can be added as a Source Research Candidate Interview Client Placed Candidate or as Ex Prospect Each person should have one project association per search and their status should be moved up or down in the pipeline To move a person up in the pipeline or to change their status research to candidate for example a user should edit the existing project association rather than creating a new one BOLD INDICATES ACTIVE PROJECT LINK TO CHANGE STATUS Projects Project Title Status When Santur CEO CE
31. ATUS CLICK EDIT When users change the a status of a person such as Editing status of ARROW VP HR for Isabella Rosario moving them from prospect poue 4 a to candidate Velvet willnow SELECT NEW Date automatically create a STATUS AND April os 2011 H memo reflecting the CLICK SA change noting who made BUTTON eee the change and when it S occurred Delete Project Association TO ADD A PROJECT ASSOCIATION CLICK ADD TO PROJECT Add To Project SELECT AN ACTIVE Project _ AATI EVP Bus Oper AATI EVP Bus Oper AATI EVP Bus One BUSDEV OR SEARCH Status PROJECT AND ae lt lt A STATUS Memo CLICK ADD ae NOTE CONTACT OR CAREER RELATED COMMENTS DO NOT GO IN THIS SECTION COMMENTS GO IN THE MEMOS SECTION AND CAN BE TIED TO A SEARCH PROJECT THERE THE COMMENT SECTION ILLUSTRATED ABOVE IS DESIGNED TO GIVE THE USER QUICK ACCESS TO NOTES RELATING TO THE STATUS ON THIS PARTICULAR SEARCH PROJECT FOR EXAMPLE On hold while client schedules mtg 15 Velvet PERSON RECORD VIEW CHANGE JOB INFORMATION Detailed descriptions of each section are below Job Title s Velvet stores unlimited jobs within the person record Each job is listed in reverse chronological order with the current job listed on top The current job is indicated by an open empty to date Titles Title Company Started Ended VP HR GM P amp L ZZZ Corporation Unknown Current Edit
32. NFORMATION Detailed descriptions of each section are below Function Tags Function tags are used to tag skills and group individuals by skills in order to find them later during a complex query Adding a Function Code When entering or editing a job title the user can add function codes by either clicking a commonly used code from their user list or by looking up a code from the company s master list of function codes Each time a user selects a code form the master list it appears under their commonly used codes which can be easily accessed in the future If this list gets too large the user can edit it within their user profile located via the My Profile link on the right side menu Master Function Code List The master list can be accessed by clicking on Lookup In the popup box the user can expand or contract the list according to subject To add a code simply select it from the list Codes are simplified so users can select multiple codes to form a Skill set Close the window when complete Click Add to save the person record Edit Function Tag Short List To edit your commonly used code list located under the function code field click on My Profile from the right side menu Click Edit while viewing your user profile Scroll down to see your Common Function Tags list Edit as gnnranrista New Password Oniy ll out these feias if yor New Password confirm Office Boston M Practice
33. O Research 2011 04 01 ARROW VP HR VP Human Resources Candidate 2011 04 05 m ior m Q Add To Project TO CHANGE AN EXISTING STATUS CLICK EDIT Editing status of ARROW VP HR for Isabella Rosario Status Candidate SELECT NEW mn STATUS AND oios zon 1 CLICK SA Memo aon f ner N Save Cee Delete Project Association Project AATI EVP Bus Oper AATI EVP Bus Oper AATI EVP Bus Ope SELECT AN ACTIVE Status 3 BUSDEV OR SEARCH pate PROJECT AND aa A STATUS CLICK ADD NOTE CONTACT OR CAREER RELATED COMMENTS DO NOT GO IN THIS SECTION COMMENTS GO IN THE MEMOS SECTION AND CAN BE TIED TO A SEARCH PROJECT THERE THE COMMENT SECTION ILLUSTRATED ABOVE IS DESIGNED TO GIVE THE USER QUICK ACCESS TO NOTES RELATING TO THE STATUS ON THIS PARTICULAR SEARCH PROJECT FOR EXAMPLE On hold while client schedules mtg 25 Velvet PERSON RECORD ADD JOB INFORMATION Detailed descriptions of each section are below Job Title s Velvet stores unlimited jobs within the person record Each job is listed in reverse chronological order with the current job listed on top The current job is indicated by an open empty to date Titles Title Company Started Ended VP HR GM P amp L ZZZ Corporation Unknown Current Edit Base None Bonus None Other None a Add Title View existing or Edit existing All red underfined fields eae secant are active
34. Quick Add CREATING ANEW COMPANY RECORD FROM WHERE YOU ARE During the process of adding a person s job history or adding a new project users have the option of Quick Adding a company This feature allows a user to bypass interruptions normally caused by having to first add a company before completing a project or person record Quick adds are instantly sent to the user s ADMIN for record completion In this case an emailed task is delivered from Velvet to the user s ADMIN with an embedded link to the newly created company in the email This allows recruiters to automatically delegate data management tasks to support personnel Quick added companies can be accessed via the email link by support personnel who can edit and complete those records on behalf of the recruiter Adding or Editin AFTER FIRST USING THE FIND BOX TO SEE IF THE COMPANY ALREADY EXISTS IN Velvet the user can add a new company record Here s how a Compan To Add a Company click New Company on the right side menu To Edit an existing company find the company and click EDIT in the upper right corner Logged in as Velvet Help New Company Home Views is free text It is na suggested that if the company Projects being added is a branch office the g name reflects it so as to display it clearly for other users Name Industries Division of Actions New Person New Company New Project New Query Main Phone
35. SS ENGI B Overview pdF B SteinBackground pdf After selecting the document from your computer click Open On Velvet s upload screen check the Is a Resume box if the document is a resume If not enter a description in the description field NOTE If the document specifically addresses a project Such as a candidate write up select the project from the drop down list 29 Velvet Overview Processing Velvet is designed to support the firm s processes within search development search execution contact management amp organization and internal operations However there are aspects of the system that are dependent on offline tasks of the firm s users For example BUSDEV Processing New BUSDEV Add BUSDEV to Opportunity Velvet new project User enters Velvet tells everyone of the BUSDEV opp via email Researcher offline tasks due dates for research materials mtgs etc elvet tells team members the due dates for the recruiter s needs Admin offline tasks Leverage offline tasks Partner offline tasks During the BUSDEV process Velvet captures and houses the information notifies users and informs the team of upcoming due dates However the team members each have offline tasks associated with meeting those deadlines Those tasks are defined separately according to firm policies procedures and functional roles and may dif
36. TMTFS SMTWTFS SMTWTFS Robert Stein rstein prospectcity com 30 23 1 12345 j E O A cla isis 3101112131415 1314151617 18 19 To rstein prospectcity com ote 18 19 20 21 22 23 24NQ 16 17 18 19 202122 2021 22 23 24 25 26 25 26 27 28 29 30 3 24 25 26 272829 2728293031 1 2 4 INI 345679899 TaskPad Isabella Rosario 5 ao A URL http orion superblock net peoy e fo freebet Rosario 2 r Orion Please update quick added company 7 E f o0 Mail 8 E Calendar 9 a 82 contacts 10 EEE EJET hd al 3 Items 13 PERSON RECORD EXPORT TO MS OUTLOOK While viewing a person record a user can export that record to MS Outlook the upper right corner Velvet To do so click Download vCard in Isabella Rosario vP HR ZZZ Corporation Created on Aug 16 2006 last updated 3 minutes ago Work Phone 408 239 8000 Mobile Phone None Mobile Phone 2 None Home Phone None Work Address Home Address None None Work E Mail Personal E Mail Personal E Mail 2 None greg aasen pmc sierra com None Assistant Name None Assistant Work Phone None Assistant Mobile Phone None Assistant E Mail None Kids Relocation None Biography Download vCard Report Download Edit E Mail Researcher E Mail Assistant Home Views People Companies Projects Reports Tags Other Phone None Actions New Person New Company New Project New Query Set
37. Tasks Isabella Rosario URL http orion su To manage in MS Outlook Tasks the user should drag the email into their tasks list Set a due date or manage the list via tasks I Inbox Microsoft Outlook File Edit Yiew Go Tools Actions Help calendar Microsoft Outlook hex a za File Edit View Go Tools Actions Help Type a question for help New oy uk Lag x L Reply NG Reply to All a Forward m Send Receive v 8p Fi Buen l e X E g Tody Dar E Work Week week Guonth Spend Ngee contacttofnd OOOD Osx Ola B lA outock calerser Tasks My Calendars wednesday may al gay 2007 une 2007 ay207 T 8 Calendar SMTWTFS SMTWITFS SM TW TFS a 73312345 Ez 1234567 My Tasks Subject Open a Shared Calendar o 6 7 8 9101112 3456789 8 91011 12 13 14 ee m nn anOOOOOOOON cemecerenenrersversresns 8 13 14 15 16 17 18 19 10 11 12 13 14 15 16 15 16 17 18 19 20 21 2 20 21 22 23 24 25 26 17 18 19 20 21 22 23 22 23 24 25 26 27 28 F Robert Stein Isabella g 27 28 29 80 31 24 25 26 27 28 2930 293031 Nancy Brereton RE Atlant Fro August 2007 September 2007 October 2007 Open Shared Tasks 10 SM TWTFS SM TWTFS SM TWTFS wee _ 1234 1 1234856 Nancy Brereton RE Week a 5 6 7 8 91011 2345676 7 8 910111213 12 13 14 15 16 17 18 91011 12 13 1415 14 15 16 17 18 19 20 pm 9 20 21 22 23 24 25 16 17 18 19 20 21 22 21 22 23
38. Your Logo Here Login Username Password Login Powered by Velvet Velvet 2011 v1 1 My Documents Outlook A My Computer Music Manager om amp My Network ace Places Z ee ee Velvet can be accessed via a desktop icon fe coe teh To create an icon right click anywhere on i your desktop screen and select New Shortcut fay Enter http vourname velvetsite com and A a lig click Next Name it Velvet and click OK Going forward simply double click the icon to open the database N We onsearch Velveu Login http red velvetsite com login vC V Costanza J News cP W Bank V v v RED B av J accro i Hoov Hue BB HUB ADMIN Huff itunes Bjcs BTWC VSP V PCY O PCWEB C BSvY L BBP BLA ForeignExchange ATE SECURITY Ni i e Y A i CUURIT I N Your Logo Here Login Velve s security is our top priority Its operating systems code and hosting facilities have been selected with security as a number one priority Username velvethelp Password e e e Login Powered by Velvet Each user is expected to have an equal concern for security You r login and password should be kept hidden and secure at all times Do not give out your user information and do not leave the information lying around the office in a folder wallet purse etc If you suspect the information has been co
39. a First Name Current Title Current 4 Wa gt mae E First Name Current Title Current Se ee ee EE EE EE EE a E D People to Follow Up With Show All o Last Name First Name Current Title Current Abbott Doug Principal Consultant Intellimet Recent People No recent people 23 Velvet PERSON RECORD DELEGATE TASK While viewing a person record or company record a user can ask for more information or assign a task to another individual in the firm To request information or assign a task click the appropriate link to the upper right Email Researcher or Email Assistant Logged in as Velvet Help Gregory Aasen a eo mi eri ae Home 2 Mail Researcher E Mail Assistan SVP Strategy Networking Views PMC Sierra People Created on Aug 16 2006 last updated about 3 hours ago Companies Projects Work Phone Mobile Phone Mobile Phone 2 Home Phone Other Phone PRR 408 239 8000 None None None None inni Tags Work Address Home Address Actions None None New Person Work E Mail Personal E Mail Personal E Mail 2 New Company None greg aasen pmc sierra com None New Project New Query Assistant Name Assistant Work Phone Assistant Mobile Phone Assistant E Mail None None None None Settings My Profile Kids Relocation Manage Users None Group Settings Biography Contact Support SHAWN Shawn Ogelsbee October 27 2006 at 4 24pm Greg Aasen Chief Strategy Officer Greg Aasen is the chief strategy officer at PMC S
40. an do to clean it up From the right menu bar you can click on My Profile and Edit upper right Within this record you will see the list of frequently used tags Here you may modify your list Be sure to remove stray commas etc CONTINUE gt 37 Velvet Search Awarded Entering a New Search continued Compensation Fields Description Function Tags Lookup Separate codes with commas Base Compensation G Bonus Compensation ee Create 9 Compensation within the project record does not require a specific standard format This information is considered internal Base Compensation self explanatory Bonus Compensation may include actual dollar figures percentages ranges benefits and other nomenclature specific to your practice This is a text friendly field so no restrictions here KS Click reste When Done N 38 Company Records Walgreen Co Created on Apr 26 2007 last updated 4 months ago Off Limits Expires 2011 11 01 Parent Company Of None Address Phone 00 Wilmot Rd 847 914 2500 Deerfield IL 60015 Industries rug Health amp Beauty Product Retailing Website http www walgreens com Fax 847 914 2804 Division Of None Velvet Edit Report Download E Mail Researcher E Mail Assistant 40 10am 12pm 2pm 4pm Home Views People Companies Projects Reports Tags Actions New Person New Company New P
41. arch project the user can select the project from the drop down list If the comments are general referring to career information for example do not select a project Referrals Often when on a call a person may refer another individual for the project The user can record this by typing a name in the referral field Existing names will appear to select or you can continue typing to add a new pergon to the database Velvet PERSON RECORD ADD ATTACHMENTS Users can modify uploaded attachment records Examples include changing description project etc However users are not able to modify the attachments themselves Users must first download the attachment to their computer make changes and re upload the new modified document Upload a new Document Click Add an Attachment Click browse to locate the document on your computer ax Look in E My Documents 7 e e Attachments No attachments zm BYRP Software My videos a drazrhack vscan Add An Attachment My Recent Symantec TurboTax TSE i Outlook Data New Website File Browse O IsaResume Parse Resume G maty e800ks My Scans TomTom my Albums Description Desktop My Music EP ALL PEOPLE 011304 xls Prospect City E Recruiting Firm Start Up Project l 4 B Music SH Infrastructure Services D 2005 6 Mailing List_Resumes H Prospect City Portfolio o Bl Black Book of Executive Hilo VSMS Presentation B SEARCH PROCE
42. at falls within the firm s relevant strength Proposal Delivered amp Date This indicates if a proposal was delivered to the potential client for this particular project Original Call Indicate who received the original call about the search project This relates to origination credit Description this description is NOT focused on the position responsibilities but rather a description of the opportunity potential fees timing likelihood next steps etc This field is also used to update as the BUSDEV status changes This information can presented in staff meetings updates and is used to further assess the status and likelihood of the BUSDEV becoming a search Feedback If When the user receives feedback about the status of the project from the potential client the user should select whether the feedback was positive or negative This will help in assessing the likelihood of a win Awarded Indicates if the user has been awarded the project verbally or via email This indicator does not reflect an actual win until the firm receives a signed contract Click reste When Done 33 Search Awarded Velvet A search can be entered or activated in Velvet in one of two ways Converting a BUSDEV to a Search The user can convert a BUSDEV to a search by clicking on the BUSDEV project and clicking EDIT upper right to edit the BUSDEV record Within the BUSDEV record the user should first change the TYPE field from BUSDEV
43. ations products division and prior to that chief operating officer and chief technology officer of the company Mr Aasen is a founding member of the PMC Sierra and brings more than twenty years of experience to the semiconductor industry In 1986 he joined MPR Teltech and later established the Pacific Microelectronic Centre PMC MPR Teltech s first business division In 1992 Mr Aasen s vision was realized when PMC Sierra spun out from MPR Teltech through an investment from Sierra Semiconductor Mr Aasen is a member of the Board of Directors for Convedia Corporation and Sierra Wireless Logout Call List Edit None Left Message Edit None Follow Up Edit None Next Steps Edit Client Mtgs on Apr 04 2011 Tags Edit None In doing so your email client MS Outlook for example will open pre fill with your designated admin or research email address and embed a link in the email referring to this record question and click send Isabella Rosario Message HTML Auser can add a note task or gt File Edit View Insert Format Tools Help 2 A BZzu Actions gt Verdana I uwe II nAi mi mii mi ta ta ili 7 I Send Accounts d ee A i i a The recipient has a direct link in the email and can click on it TO rstein prosectcity cn to view the record your are referring to Users are ee encourage to perform these tasks immediately but can manage them in Outlook
44. ctory Mobile Phone Contact Support Work Phone Logout Assistant B Researcher Jordan Karen 4 Save gt Note User Passwords are encrypted and not accessible by administrators or Prospect City Support If you lose your password a new one must be created BASIC SEARCHING Use the EIND box in the upper right corner of your screen to search Velvet Type any part of a name or keyword in the FIND box and click the find button Results are displayed as follows v WOnsearcnelvecoearcn formal mu htt er arch search aileron vic fj acctc FJ Hoov MM HUB BB HUB ADMIN Huff iTunes V Costanza Citi S cp KY Bank V V vV RED av Search for aileron ooo o Dioro z O gt Aileron CSO Aileron Therapeutics Aileron VP of Chemistry Aileron CSO Aileron VP of Chemistry First Name Bob Andrew Nader Soumitra Steven Bridget Cole Eric Zanelli Claudio Mapelli Christian Status Completed Completed Current Title SVP R amp D Senior Director of Discovery Chemis VP Discovery Chemistry R amp D Oncolo Executive Director Chief Financial Officer and VP of F Ex Vice President Chemistry Vice President Research Senior Principal Scientist Professor None None None Company Aileron CSO Aileron VP of Chemistry jcs State None None None D mc v se v PCY ff Linked PCwes Current Company Dicerna Pharmaceuticals
45. d Cose HOU ey oone General Details Activities Certificates Al Fields Fullvame Ms tsebelaRoseno SS emi vl Job title PeR gi Display as Ct Company ZZZ Chemical Company Web page address Ct File as Rosario Isabela O00 IM address Cs Phone numbers Business v AS Business Fax v OO Mobile v OO Addresses Business v V This is the mailing address 123 HHH Street Hartford CT 11112 Contacts et Categories FE Private N Simply click Save and Close to add it to your MS a K 14 Velvet PERSON RECORD VIEW CHANGE PROJECT ASSOCIATION Detailed descriptions of each section are below Project Association Assigning a person to a project is done within the person record A person can be added as a Source Research Candidate Interview Client Placed Candidate or as Ex Prospect Each person should have one project association per search and their status should be moved up or down in the pipeline To move a person up in the pipeline or to change their status research to candidate for example a user should edit the existing project association rather than creating a new one BOLD INDICATES ACTIVE PROJECT LINK TO CHANGE STATUS Projects Project Title Status When Santur CEO CEO Research 2011 04 01 ARROW VP HR VP Human Resources Candidate 2011 04 05 m 2 et m Q Add To Project NEW TO CHANGE AN EXISTING ST
46. d the newly saved csv file you just created Select it Now click the import button After a pause while the system analyzes the data it will generate a results screen note it has not imported yet it has only analyzed the results Errors are listed here These rows were NOT imported Person Import Tool Preview Out of 213 rows in the CSV 213 persons were parsed The following warnings were generated Row 131 Function tag Dx Commerical does not exist Last Name First Name Current Title Current Company Project Project Status r Senior Vice President Development and Chief f 5 On Q ity CBO 02 001 Chief Adelman Daniel z Alvine Pharmaceuticals Inc j Source P amp A Medical Officer Business Officer at i i 7a On Q ity CBO 02 001 Chief Me Anderson William Bill Vice President Sales and Marketing Genentech Similar z Nomination Other Business Officer o Executive Vice President and Chief Commercial On Q ity CBO 02 001 Chief Andrews Patricia Incyte Similar 7 Research ID T2 Officer Business Officer z Executive Vice President Chief Financial On Q ity CBO 02 001 Chief Arkowitz David k AMAG Pharmaceuticals Inc Research ID T1 Officer and Chief Business Officer Business Officer Potential Ahay Vice President Strategy Business EMD Serono Similar On Q ity CBO 02 001 Chief Bidan Development and Marketing Services i Business Officer RES CORO ontacte l On Q ity CBO 02 001 Ch
47. ddress must have at least a city to be created Those with just a state or other information will not be saved as an address Person s Name salutation Salutation e g Mr Mrs firstname First name middiename Middle name or initial lastname Last name suffix Suffix e g Jr Sr Person s Phone Numbers may be formatted 123 555 1234 or unformatted 1235551234 directphone Direct phone number workphone Work phone without extension mobilephone Mobile phone number homephone Home phone number fax Fax number Person s Contact Methods workemail Work e mail address personalemail Personal e mail address url The headers in your spreadsheet must match the field names listed above in order to successfully import data In addition some fields require specific formatting codes etc Without an exact match to the required codes or formats those records will not import correctly 51 Velvet Using Excel Spreadsheets Because Velvet requires all import files be in csv format open your spreadsheet in Excel so we can convert it Once the file is open click File then Save As Go to the file format type drop down and select csv format or comma separated values You can rename your document but it is not necessary Now save the new csv file to your computer Go back to the browser Velvet import screen Click the browse button and fin
48. e user can simply change the project type from BusDev to Project Documentation Velvet stores documents in project files people files and company files When uploading a document Velvet reads the document thus making it text searchable in the future Examples include People Resumes Articles Candidate Write ups Companies Organization Charts Intelligence etc Projects Proposals Position Description Invoices etc Velvet EMPLOYEE DIRECTORY The user profiles include information helpful to others in the firm This information is compiled to form an employee directory On the right side menu click USER DIRECTORY A Doron T op a htp v E 3J Google V Costanza C E a Te Bank V V V RED Bj av C E H Hoov BM HUB G Huff i iTunes jes BTwc vsP vpPCyY ff Linked BB Pcwes Recent Bsvy Logged in as Jordan Karen Users Home Views Name Username E Mail Office Work Phone Mobile Phone LL a People Bodovetz Jennifer jbodovetz jennifer onpartners com Cleveland 21640344 440343242 Companies Buck Bryan bbuck bryan onpartners com None None None Projects Cliff Jacob jcliff jacob onpartners com None None None Reports Conti Tim tconti tim onpartners com None None None Tags Fantl Dan dfantl dan onpartners com None None None Actions Harbaugh Finley fharbaugh finley onpartners com None None None New Person Hickman Andy ahickman andy onpa
49. e your needs via phone 847 487 4256 or via email Support prospecicity com For connection related issues please contact your local IT team first HOME PAGE In Velvet your home page is a central staging place where the user can easily view relevant information as it relates to their search work It is recommended the home page be a regular starting point for users The home page is divided into sections relevant to your workload N Onsearch Vewec home P Att JA V Costanza iC News t a cp W Bank V V V RED Bi Av fj acctc PJ Hoov MB HUB B HUB ADMIN Huff itunes Bjjics MB TwC v sp v PCY Gf Linked B Pcwes B amp B RecEnt Velvet Bsvy amp zo0om SeRE BBP BLA Book Logged in as Velvet Help Active Projects Home Name i Type Title Candidates Priority Views ARROW VP HR Search VP Human Resources People C BusDev Projects Companies Projects Name Status Title Company Last Updated ET IBM CEO Open CEO IBM Corporation 4 minutes ago Tags Active People Actions O Last Name First Name Project Status Next Steps New Person O Aasen Gregory Santur CEO Santur CEO Research Client Mtgs New Company New Project oo to Call New Query Last Name First Name Current Title Current Company Last Updated Settings OD Aalund Martin Director Engineering KLA Tencor Corporation 1 minute ago My Profile Manage Users it I Left Messages With Group Settinas Last Name First Name Current Ti
50. ect Work Phone Mobile Phone Mobile Phone 2 Home Phone Other Phone l s FN 408 239 8000 None None None None l iann l I Tags Work Address Home Address l Actions None None I i New Person Work E Mail Personal E Mail Personal E Mail 2 l New Company None greg aasen pmc sierra com None I New Project i New Query I Assistant Name Assistant Work Phone Assistant Mobile Phone Assistant E Mail I None None None None Settings mos ss sss sss ssw My Profile Kids Relocation None User Directory Biography Contact Support SHAWN Shawn Ogelsbee October 27 2006 at 4 24pm Greg Aasen Chief Strategy Officer Greg Aasen is the chief strategy officer at PMC Sierra Previously he was vice president and general manager of the Te communications products division and prior to that chief operating officer and chief technology officer of the company Mr Aasen is a founding member of the PMC Sierra and brings more than twenty years of experience to the semiconductor industry In 1986 he joined MPR Teltech and later established the Pacific Microelectronic Centre PMC MPR Teltech s first business division In 1992 Mr Aasen s vision was realized when PMC Sierra spun out from MPR Teltech through an investment from Sierra Semiconductor Mr Aasen is a member of the Board of Directors for Convedia Corporation and Sierra Wireless Feall List Edit Left Message Edit l None None l Follow Up Edit Next Steps Edit None Client Mtgs on Apr 04 2011
51. er My Recent Documents Desktop Attachments No attachments A Add An Attachment My Documents File Browse Q Isa Resume Parse Resume m aR ei CH PROCESE ENGI es J ItsDeductible2006 SH overview pdf iption My Comput A Description y Computer ffir ne l iA Project 3 Ki gt l amp Attach UNETE File name Files of type After selecting the document f click Open puter On Velvet s upload screen check the Is a Resume box if the document is a resume If not enter a description in the description field NOTE If the document specifically addresses a project Such as a candidate write up select the project from the drop down list PERSON RECORD PARSING A RESUME See next page for parsing overview 19 PERSON RECORD PARSING A RESUME You may enter a new person into the database via resume parsing or you may update an existing record via resume parsing WARNING Resume parsing will overwrite existing information in the database so it is suggested that users pay close attention to the process when applying to existing records You may parse a resume as the initial process for entering a person into the database On the right side menu click New Person In the upper right corner click Create from Uploaded Resume New Person Create from Uploaded Resume Salutation First Name Middle Name Last Name Suffix Work Phone Ext Mobile Phone Mobi
52. ered highly secure user login information and passwords are essentially keys allowing access to the system Velvet has two new security options available for clients who have a greater concern about securing access among users via password login Password Change Reset Requirements Administrators can set time initiated password change notifications and expirations for users When a user approaches the due date for changing their password Velvet will begin notifying them at each login If a user fails to change their password during the warning period the user password will be reset at the expiration date requiring a rest via Velvet support Two Factor Password Authentication l i k i ih As experienced with many financial institution logons two factor authentication requires the user to authenticate each login using a separate device When a user logs into Velvet via the logon screen Velvet will send a notice to the user via another device Options include 342977 Duo Push Duo Mobile Text Message Phone Call The most powerful Easily generate login Login passcodes Answer a phone call one tap authentication passcodes no cell texted to you and press a button ANDROIL service required ANY PHONE W SMS ANY PI SLACKBERRY WINDOWS PHONE ANDROID PALM BLACKBERRY WINDOWS PHONE SYMBIAN J2MI In each case Velvet will automatically log the user into Velvet when the response is authenticated via the device requiri
53. es Work E Mail A W a teams that function effectively in complex matrixed organizations Bi Partner to results oriented business leaders to create HR strategies that drive results Champion of innovative people amp talent initiatives in multi cultural environments Lived worked internationally in UK Europe Asia and US i v Talent Management amp Succession General Management and i 0 Titles Company Reed Elsevier Title Head of US HR Shared Services Function Lookup Board Member Division Reports To Start Date January 01 2010 E End Date January 01 2011 E Leave blank for current title Base Comp Bonus Comp Other Comp Comments 20 z PERSON RECORD PARSING A RESUME New Person Parsed Resume The uploaded resume has been analyzed and parsed with the following data To accept the parsed value for a field check the box next to it Otherwise if the parsed data is not accurate or you do not wish to store it leave the box unchecked and the previous value if any will be kept To manually move data from the resume into a particular field highlight the text in the resume and then click the button next to that field First Name Last Name ROBERT ev RIGBY HALL elg Home Address mat over Road Q t t 1 OO Stamford Home Phone t Q Q j t m o6902 e m Mobile Phone Dakia 50 Work Phone M BE wv Personal E Mail
54. fer across practices The same Velvet processes may occur when this BUSDEV converts to a search project too Delegation Velvet also uses communication to protect data integrity by assigning data cleanup tasks to support personnel These support professionals are better equipped and more efficient to ensure data entry is complete and correct They include recruiters admins and researchers For example gt o Division Through email Velvet assigns the Admin delegation person into shia task of completing Velvet While discovers company does Continues the company entering job not yet exist in Velvet or adding record to the AA information can t find it company name some tasks go to researchers 30 BusDev Project For Velvet s purposes a BusDev project is defined as a business opportunity with a position specifically outlined or communicated by the potential client It is not intended as a term for broad marketing efforts New BUSDEV Entry Velvet has an important role in support of new BUSDEV opportunities It is important that every BUSDEV opportunity be entered into Velvet The system e solicits feedback from others in the firm who may have information or contacts who could help e records credit and delivers information to management about the success of these efforts e assigns supportive tasks to team members To enter a new BUSDEV opportunity click New Project from the righ
55. hi Fari VP Eng O Baka Jim North American Sales Manager OQ Bedrosian rian Director of Mktg WLAN O Bennett David Americas amp Europes Sales Dir Berg Jim VP Sales J Bergey hris Sr Director O Black George NE Regional Sls Mgr O Breuckman Barrett Partner O Buck Mark Ex VP Global Supply Chain O Canfield John Snr Director Sales Cates Ron Director of Marketing O Cerrato John VP Global Accounts O Chambers Stu Sr Sales Manager Strategic Acco J Chen James Snr Director Marketing O Chovanec John Director Operations O Cisneros Ray VP WW Sales O Constantine Kevin Senior Director Apple O Cook Timothy Chief Operating Officer O Culbert Michael VP Architecture O Cummins John ex CEO Add Selected People to Project Show Previous Jobs Project AATI EVP Bus Oper _ Jobs Status Research Show f Add eee Once you have checked the people records scroll to the bottom of the section and look for the menu that appears see above Users can copy associate checked people records with another search project Select the Apple Inc Elevation Partners Weed Instrument Company Iomega Corporation Dedicated Computing Inc Micron Technology siTime Bosch Sensortec Broadcom Corporation Anadigics Nvidia Corporation Broadcom Corporation TriQuint Semiconductor Centaur North Celerity TriQuint Semiconductor Microchip Technology Samsung Semiconductor Texas Instruments Inc Beceem Apple Compute
56. ial firm related notes searchable G Off Limits Indicator highlights those companies that are designated off limits to recruitment poaching Projects lists any projects the firm has done for this company or division 2 Contact Information This location G Industry Classification is selected from a drop down list rather than SIC codes Current People lists any current employees of the company Parent Division Information is listed Each Division is listed Divisions can be brands plants or locations Previous People lists any individuals who have this company designated as a previous employer Jags are used to group companies by user defined codes mailings BD targets etc 12 Attachments list documents stored under this record 6 Email Researcher Admin allows user to open and send an email with embedded link to this record Stock Ticker displays today s performance and when clicked will display Yahoo based company information 39 Velvet Company Records Looking for a Company rr To look for a company enter part of the company name in the FIND box in the upper right corner Looking for People who currently work for a Company You MUST look up the company in the FIND box above and go into the company record to find individuals currently working there Do not depend on the FIND results to display current and former employees They are listed within the company record Note About
57. ief r Aspinall President Ventana Medical Systems Inc Entered N Client Business Officer a gt On Q ity CBO 02 001 Chief Baracchini Chief Business Officer Xencor Inc Entered 2 Research ID T2 Business Officer z aE pe On Q ity CBO 02 001 Chief Barone Vice President Business Development Celldex Therapeutics Similar k Research ID T1 Business Officer Potential Executive Vice President Technology and On Q ity CBO 02 001 Chief Bashall Anthony Tony Secureteq Corp Entered 7 Prospect Corporate Development Business Officer a ontacte E k r On Q ity CBO 02 001 Chief Becker Director Sales and Marketing Athena Diagnostics Inc Entered R Source P amp A Business Officer A 3 On Q ity CBO 02 001 Chief Been Kees President and Chief Executive Officer Envivo Pharmaceuticals Inc Entered Z Source P amp A Business Officer Senior Director Business Development and f On Q ity CBO 02 001 Chief Behrens Jeff i Edimer Pharmaceuticals Inc Entered 5 Research ID T2 Operations Business Officer f A i On Q ity CBO 02 001 Chief Berlin Kenneth Ken President and Chief Executive Officer Rosetta Genomics Inc Entered Source P amp A Business Officer i a AAN On Q ity CBO 02 001 Chief Bistras Remis President Walden Vision LLC Entered 5 Research ID T2 Business Officer mR On Q ity CBO 02 001 Chief _ Bloom Steven Vice President Business Development Ziopharm Oncology Similar i Candidate
58. ierra Previously he was vice president and general manager of the communications products division and prior to that chief operating officer and chief technology officer of the company Mr Aasen is a founding member of the PMC Sierra and brings more than twenty years of experience to the Logout semiconductor industry In 1986 he joined MPR Teltech and later established the Pacific Microelectronic Centre PMC MPR Teltech s first business division In 1992 Mr Aasen s vision was realized when PMC Sierra spun out from MPR Teltech through an investment from Sierra Semiconductor Mr Aasen is a member of the Board of Directors for Convedia Corporation and Sierra Wireless Call List Edit Left Message Edit None None Follow Up Edit Next Steps Edit None Client Mtgs on Apr 04 2011 Tags Edit None In doing so your email client MS Outlook for example will open pre fill with your designated admin or research email address and embed a link in the email referring to this record Auser can add a note task or question and click send Isabella Rosario Message HTML gt File Edit view Insert Format Tools Actions Help gt Verdana 12 ee s A The recipient has a direct link in the email and can click on it I Send Accounts d T p rstein prosectcity cn to view the record your are referring to Users are encourage to perform these tasks immediately but can manage them in Outlook
59. lar Later if the company name should be corrected to a formal spelling the user should do this by editing the company record in Velvet REMEMBER selecting Entered will ALWAYS create a new company record for that individual USER can go through the entire list and check each company selection from the drop down to be sure the correct one is selected UP TO THIS POINT THE USER CAN ABANDON THE PROCESS WITHOUT IMPORTING DATA BY LEAVING THE SCREEN Once the list is completed the user can IMPORT the list by clicking Import These Persons at the bottom of the screen You will receive verification the process was completed and a list of all the imported records will be displayed 53 Finding Duplicate People Records is easy with Velvet Users can now run a report to find duplicate people records Velvet will search for common names and nicknames in order to display possible duplicates From there users can decide how to correct merge or delete records Click the link on the right side menu called Find Dup Persons FIQSPECLully Duplicate Persons For each group of persons select one winner to remain and 1 or more loser records to merge into the winner record If no winner record is chosen no action will be taken for that group of persons Links to person and company records will open in a new window Winner Winner Winner Winner Winner Winner Loser Loser ID 43030 43026 ID 42994 42993
60. le Phone 2 Home Phone Other A A ray Ly O o VY VY VY VY Selected phone number becomes default Work Address Home Address Browse and select the resume from your computer If you received it in an email it must first be saved to your computer New Person Upload Resume After you have selected the resume click the parse button Resume Browse Parse arse New Person Parsed Resume The uploaded resume has been analyzed and parsed with the following data To accept the parsed value for a field check the box next to it Otherwise if the parsed data is not accurate or you do not wish to store it leave the box unchecked and the previous value if any will be kept To manually move data from the resume into a particular field highlight the text in the resume and then click the button next to that field First Name Last Name ROBERT le m RIGBY HALL e m ROBERT RIGBY HALL Home Address 1049 Westover Road M Gj oO 1049 Westover Road _robertgrh gmail com Mobile 646 ae 552 2265 l Aa O Stamford CT 06902 www linkedin com in robertrigbyhall Home Stamford M cTr v 06902 203 504 Home Phone Mobile Phone 8250 2035048250 elv 6465522265 i M Work Phone E o CHIEF HUMAN RESOURCES OFFICER GLOBAL Personal E Mail robertgrh gmail com v Transformational leader and builder of progressive human resourc
61. ll not update over current information To protect data integrity importing data from LinkedIn can create duplicate job titles and may require a cleanup when complete We always recommend linking the two and not performing an import unless the person record is empty AUTHORIZE YOUR ACCOUNT Authorize LinkedIn Access Your LinkedIn account must be connected via the database LinkedIn requires you to authorize the database to access records on your behalf 1 Go to My Profile on the right side menu 2 Under the section called LinkedIn Status click connect Username Access Level E Mail VelvetHelp Administrator support prospectcity com Office Work Phone None None Assistant Items Per Page Common Function Tags Bodovetz Jennifer 50 LinkedIn Status Not Connected Connect If you are not automatically logged in please do so You Il see this screen once you are logged in Linked ing Robert Stein Sign Out Grant Velvet access to your Linkedin Account Robert Stein On Oct 13 you granted Velvet permission to use your LinkedIn Account Continue Revoke Permission Cancel You can always revoke Velvet s access through your settings page By granting access you agree to the LinkedIn Terms of Service 4T When you click you Il see the confirmation screen below Velvet Help l Username Active l VelvetHelp Yes support prospectcity com Successfully linked to your LinkedIn acco
62. mpromised immediately contact support to have your user login information changed Overview of RED Architecture Technical Specs Embedded Communications Security Support Home Page aj A A HK A O Routing Concept Calls People Pipeline Employee Director 8 My Profile 8 Find Results 9 Person Record 10 View a Person Record 10 View or Change Contact Information 11 Call Custody Routing Overview 12 Delegate a Task Overview 13 Export to Outlook 14 Project Association 15 Job Information 16 Add New Job 16 Function Codes Tags 17 Edit Commonly used Function Code List User centric 17 Education 18 Memos 18 Referrals 18 Attachments 19 Parsing a Resume 20 Parsing a Resume 20 Add Call Custody 23 Delegate a Task 24 Add Project Association 25 Add New Job 26 Add Function Codes 27 Add Education 28 Add Memo 28 Upload Attachments 29 Attachment Guidelines 29 BUSDEV Processing Overview amp Delegation 30 Add New BUSDEV Project 31 PNB Details Tab 33 Search Awarded Converting From Existing BUSDEV 34 Accounting Tab 3 4 Origination Conversion Execution 35 Adding a New Search 36 37 Function Codes Tags Compensation Parameters 38 Company Records 39 0 Quick Adds note 4 Adding a New Company 40 Editing a Company 40 TAGS Company 41 Performing a Query 44 What to do With Query Results and other lists in RED 45 Migrating Copying People from an Old Search to a New One 46 47 Using LinkedIn t
63. nal IT group Embedded Communications Velvet is a database with the added ability to communicate to users via email and other tools The system will often send alerts to users delegate tasks to users and deliver reports to users based on user interaction firm preferences etc If you receive a communication from Velvet it is based on criteria set in your user profile including email address function role and status Please contact administration or refer to this instruction manual if you have questions about these emails Security Issues Velvet s security infrastructure is solid It s operating systems and programming languages are used by leading corporations with both public facing websites and internal web based applications However system security is dependent on every user s ability to protect information and access Your user login name and password is extremely important Take care of it as you would a credit card or debit card PIN number If you feel the security of your access information has been compromised please contact support immediately so the access information can be changed Support Because Velvet s design and supporting code is licensed by Prospect City you have many options for support Internally there will be are power users in place to assist you with your needs administrative assistants and researchers who can help and the IT department personnel In addition Prospect City is available to serv
64. ng no additional input via the login screen 55 PraspectCity recruiting simplified Contact your internal support for assistance or Contact Prospect City Support at Support prospectcity com 847 487 4256
65. o Connect Records Connecting Records vs Importing Records from LinkedIn 48 49 Merge duplicate people and company records 50 Import csv person records directly into Velvet 51 Password change requirements 55 Two factor Password Authentication 55 NOTES Velvet Overview Architecture Velvet is a web based search management system designed exclusively for each client The system resides on a dedicated server located at a secure ISP The web based system is accessible from any location with a computer or smart device connected to the Internet Users need a login name and password to access the system Since the system is custom developed for each client many of its components address the specific processes of your firm It is a system that can be improved continuously and we appreciate your feedback and contributions going forward Technical Specifications Velvet s design is based on a proprietary design by Prospect City These systems are developed in Ruby Ruby on Rails ActiveX and other open source programs The server s operating system is OpenBSD based another open source product By building on the open source platform the system s are flexible yet secure and do not rely on periodic upgrades and changes initiated by larger corporations such as Microsoft Any issues raised during the life of the system can be immediately dealt with by professional expert programmers available from a variety of sources led by our inter
66. ontinued Accounting Tab D Projected Total Fee Billing Contact Actual Retainer Fee Increments C 0 30 60 Billing Address o Candidates C Other Placement State 4 Expected total fee when completed 3 What is fee based on 5 When will we bill client 7 What is the address to send invoices Date of First Invoice Cost of Search 2007 5 AN7 ist Fee Paid 2nd Fee Paid 3rd Fee Paid sd E ss a E For accounting oni 9 When the first invoice is to be sent Cost of search is managed by accounting It can be the sum of out of pocket expenses non reimbursable resources or hours manned by researchers and leverage recruiters Please contact the accounting department with questions Velvet Retainer Structure C 33 33 C Flat Fixed C Other Expenses None Standard Other Duration rs Explain tt e What Sis billing client G Who is the billing contact first last name How will we structure expense reimbursement from the client 8 Where will the hire reside tax purposes 4th Fee Paid O 5th Fee Paid z Pick Up Fee Paid z Admin and accounting will enter fee amounts when invoices are sent Accounting will mark when these invoices are paid This is for informational purposes only Exact information resides within the accounting system Please contact the accounting department with questions The OCE form must be
67. ppropriate profile Jennifer Christensen Bodovetz ce Manager ON Search Partners Cleveland Akron Ohio Area No picture Click on the name to see details In some cases multiple results will display requiring you to select and review the details in order to find the correct person Cancel 48 Velvet Available information from LinkedIn will appear on the screen The level of information will vary depending on your account level and the availability of information to the backend connection to the database lt lt Back to Search Results Jennifer Christensen Bodovetz Office Manager ON Search Partners Biography None Titles Title Office Manager Base None Bonus None Other None Education No education entered Company ON Search Partners In the future viewing a person record will look like this Jennifer Bodovetz Office Manager ON Search Partners Created on Jun 12 2006 last updated less than a minute ago Work Phone Mobile Phone 440 543 2992 x200 330 592 3237 Work Address 817 Hunter Ridge Dr Streetsboro OH 44241 Work E Mail None Assistant Name Assistant Work Phone None None Kids Relocation None Biography None Call List Edit None Mobile Phone 2 None Home Address None Personal E Mail jennifer onpartners com Assistant Mobile Phone None Left Message Edit None Import This LinkedIn Profile Data Link to This LinkedIn Profi
68. r Omnivision Technologies Infineon Technologies Apple Inc Apple Inc ZeroG 6 days ago 6 days ago 6 days ago 6 days ago 6 days ago 6 days ago 6 days ago 6 days ago 6 days ago 6 days ago 6 days ago 6 days ago 6 days ago 6 days ago 6 days ago 6 days ago 6 days ago 6 days ago 6 days ago 6 days ago 6 days ago 6 days ago 6 days ago 6 days ago 6 days ago 6 days ago Download Selected People Download as CSV gt search and select the desired status of the individuals on the destination search project research candidate etc G Users can opt to list previous job titles to better review the list D Users can download the entire list in csv format Excel for merge imports etc Users can download all of the profiles of checked individuals to be printed in pdf format Download Profiles as PDF 46 Velvet Using the Linked inf feature to populate or connect people records New for 2011 the database now allows for a connection between people records and their Linkedin profiles The feature can be used to link the database s person record to their record in Linkedin Users can view both records by automatically jumping back and forth between the database and Linkedin in order to check the status of an individual In addition a user can copy the basic LinkedIn profile information from LinkedIn directly into the database WARNING Importing data from LinkedIn into the database wi
69. roject New Query Settings My Profile l Manage Users Tags Edit Group Settings None Contact Support Description pene offers an old fashioned tonic for fiscal fitness quality over quantity and homespun growth rather than growth through acquisitions It works Walgreen operates some 6 250 stores in 49 states and Logout uerto Rico and has three mail order facilities Prescription drugs account for nearly two thirds of sales the rest comes from general merchandise over the counter medications cosmetics and groceries Walgreen usually builds rather than buys stores so it can pick prime locations For added convenience more than 80 of its stores offer drive through pharmacies and almost all offer one hour photo processing Walgreen withdrew its 3 billion bid to acquire Longs Drug Stores topping rival CVS s offer 2007 Sales 53 8 billion Projects Project Title Current People O Name wi Title Started _ Alan McNally Chairman Unknown _ Carla Moradi Divisional VP Enterprise Shared Services Unknown O Chris Domzalski Director Internal Audit Apr 22 2009 Colleen Branch Vice President Customer Care Centers Unknown O Dan Doyle Innovation CFO Mar 21 2006 Previous People 11 Name Title Started Ended Kenneth Weigand SVP Human Resources Unknown Feb 02 2009 Attachments 12 attachments Add An Attachment Description contains a description of the company and may contain spec
70. rtners com None None None New Company Hohenberger John jhohenberger johnh onpartners com None None None New Project Holtvedt Andrew aholtvedt aholtvedt onpartners com None None None New Query Jordan Karen kjordan karen onpartners com None None None Settings Marlatt Elizabeth emarlatt elizabeth onpartners com Dallas 216274647 44054322 My Profile Nathanson Josh jnathanson josh ompartners com None None None i User Directory Oglesbee Shawn soglesbee shawn onpartners com None None None Russo Kara krusso kara onpartners com None None None Contact Support Velvet Help VelvetHelp support prospectcity com None None None Logout Westveld Brad bwestveld brad onpartners com None None None Zebedee Suzanne szebedee suzanne onpartners com None None None To edit your information go to MY PROFILE and click EDIT in the upper right corner M TOREEN EE PrO wu http red vo t kjordan v E J Google ATT Ch cc a a Ce a Ce C car Hime BM E Huff Mjitunes Bjjcs BTWC VSP V PCY fi linked MB PCweB BB Recent BSvY amp Editing Profile for Jordan Karen Cancel Home Views People Name Jordan Karen Companies E Mail karen onpartners com Projects Reports Tags Username kjordan New Password Only fill out these fields if you wish to change your password Actions New Person New Company Items Per Page 100 3 New Project New Query New Password confirm Common Function Tags Settings My Profile Office User Dire
71. s Company Title Type E Mail Alerts Tags i Lead User Backup User New Person Admin User Leverage User New Person a l n New Company New Project Special Location Branch Stage Gates Strategy Session New Query Project Accounting April 09 2011 Settings April 09 2011 My Profile April 09 2011 Manage Users 2 April 09 2011 Group Settings t Leave address blank to use company s default Contact Support Billing Address Primary Contact Secondary Contact Leave address blank to use company s default Function Tags okup Description O codes commas G Base Compens n aon Comper complete name of the company in the field Upon saving the record Velvet will add the new company Note compi the client company by typing the name If the company does not appear on the popup list type the Velvet will automatically delegate the task of finishing the company record to your admin Enter the position iob title for this project G select team members on the project Enter the client contacts If the contacts do not appear in the popup type the entire name of the person in the field firstname lastname Velvet will add the new person Note Velvet will automatically delegate the task of finishing the person records for those you ve just entered to your admin
72. t side menu bar Logged in as Velvet Help Home New Project Views People Companies Projects Reports Tags Project Accounting Project Name Project Start Status Status Date Open E Mail Alerts v Company Title Type Search Actions New Person New Company New Project New Query Lead User Backup User Admin User Leverage User f a a v Special Location Branch Stage Gates Strategy Session April 09 2011 April 09 2011 Settings My Profile April 09 2011 Manage Users a April 09 2011 Group Settings Leave address blank to use company s default Contact Support Billing Address Primary Contact Secondary Contact Logout UY Leave address blank to use company s default Description Function Tags Lookup Separate codes with commas Base Compensation Base Compensation STEP ONE Name your project Client Co Position Abbrev Where necessary to control length The project name does not require any format but a suggested format for naming standards is shown at the right IBM VP HR 31 Velvet BUSDEV Logged in as Velvet Help New Project Home Views People Project Name Project Start Status Status Date Companies a Projects Open ed Report
73. tings My Profile Manage Users Group Settings Contact Support SHAWN Shawn Ogelsbee October 27 2006 at 4 24pm Greg Aasen Chief Strategy Officer Greg Aasen is the chief strategy officer at PMC Sierra Previously he was vice president and general manager of the communications products division and prior to that chief operating officer and chief technology officer of the company Mr Aasen is a founding member of the PMC Sierra and brings more than twenty years of experience to the Logout semiconductor industry In 1986 he joined MPR Teltech and later established the Pacific Microelectronic Centre PMC MPR Teltech s first business division In 1992 Mr Aasen s vision was realized when PMC Sierra spun out from MPR Teltech through an investment from Sierra Semiconductor Mr Aasen is a member of the Board of Directors for Convedia Corporation and Sierra Wireless File Download Do you want to open or save this file Name Ms 1 Isabella Rosario vcf Type vCard File 224 bytes From orion superblock net 8 When the popup box appears select OPEN x Open Save 9 While files from the Internet can be useful some files can potentially harm your computer If you do not trust the source do not open or save this file What s the risk The record will appear in a MS Outlook contact record Outlook contacts EE Ms Isabella Rosario Contact File Edit View Ipsert Forma Actions Help i H Save an
74. tle Current Company Left Message 7 Contact Support Abate Victor VP Renewables GE Energy 9 hours ago Logout in to Follow Up With Show All Last Name First Name Current Title Current Company Days Until Abbott Doug Principal Consultant Intellimetrix 3 days Recent People No recent people Active Search Projects where the user is listed as a team member Active BusDev Opportunities where the user is listed as a team member Active People lists executives who s status is candidate or interview client and have a next step selected in their profile on searches where you are listed as a team member People to Call indicates those individuals the user is assigned to call assigned by others or assigned by the user themselves People Left Messages With lists individuals the user attempted to call but left messages People to Follow Up With displays those individuals you have marked for follow up These 6 individuals only appear on this list when they are within 14 days of the scheduled follow up To see all scheduled follow ups including those beyond 14 days click the Show All Find field is used to find a person company or project Fields searched include title memo contact information description In addition the system text searches uploaded documents resumes too Menu Bar contains links to navigate through the system ROUTING Velvet s call processing is designed to move indi
75. to add or delete additional job titles and education NOTE Be sure the check box next to the field is checked in order to import that field s information Unchecked fields will not transfer 21 Velvet PERSON RECORD NEW PERSON Adding a New Person Velvet is designed to make adding a new person easy Click New Person from the right side menu Users must firsts complete the basic name and contact information then click CREATE New Person Salutation First Name Middle Name Last Name Suffix Guma o Work Phone Ext Mobile Phone Mobile Phone 2 Home Phone Other O O O O O Selected phone number becomes default Work Address Home Address a a eas Leave address blank to use current company s Work E Mail Personal E Mail Personal E Mail 2 Ct VY Selected e mail address becomes default Assistant Name Assistant E Mail Assistant Work Phone Assistant Mobile Phone Kids Relocation Biography Current Title Company Title Function Lookup Board Member Division Reports To Start Date 1 E End Date Leave blank for current title Base Comp Bonus Comp Other Comp Comments PITT Create Back 22 Velvet PERSON RECORD ADD SET CALL CUSTODY INFORMATION Detailed descriptions of each section are below Call Assignments Custody This section displays information relating to current
76. unt You have now authorized the Database to access Linkedln using your account View All Usey When you are viewing a person record in the database notice the new link in the upper right corner Logg d in as Velvet Help Jennifer Bodovetz Office Manager ON Search Partners Created on Jun 12 2006 last updated 7 days ago Work Phone Mobile Phone 440 543 2992 x200 330 592 3237 Work Address 817 Hunter Ridge Dr Streetsboro OH 44241 Work E Mail None Assistant Name Assistant Work Phone None None Kids Relocation None Biography None Call List Edit None Follow Up Edit None Tags Edit None Mobile Phone 2 None Home Address None Personal E Mail jennifer onpartners com Assistant Mobile Phone None Left Message Edit None Next Steps Edit None Home Phone 330 653 8967 Personal E Mail 2 None Assistant E Mail None Find this Person on LinkedIn Other Phone None Click the link and the database will search LinkedIn for a matching record Example below Home Views People Companies Projects Reports Tags Actions New Person New Company New Project New Query Settings My Profile Manage Users Group Settings Contact Support Logout Jennifer Bodovetz Office Manager ON Search Partners Found 1 matching person on LinkedIn To view a detailed LinkedIn profile and optionally link it to this person s Velvet record click the name on the a
77. upply Chain OQ Canfield John Snr Director Sales O Cates Ron Director of Marketing O Cerrato John VP Global Accounts O Chambers Stu Sr Sales Manager Strategic Acco O Chen James Snr Director Marketing O Chovanec John Director Operations Cisneros Ray VP WW Sales O Constantine Kevin Senior Director Apple O Cook Timothy Chief Operating Officer O Culbert Michael VP Architecture O Cummins John ex CEO Add Selected People to Project Project AATI EVP Bus Oper Status Add Research Show Previous Jobs Jobs F234 cecal l Show When viewing a list users have several options with the results Current Company Apple Inc Elevation Partners Weed Instrument Company Iomega Corporation Dedicated Computing Inc Micron Technology siTime Bosch Sensortec Broadcom Corporation Anadigics Nvidia Corporation Broadcom Corporation TriQuint Semiconductor Centaur North Celerity TriQuint Semiconductor Microchip Technology Samsung Semiconductor Texas Instruments Inc Beceem Apple Computer Omnivision Technologies Infineon Technologies Apple Inc Apple Inc ZeroG Search File Attachments Last Updated 6 days ago 6 days ago 6 days ago 6 days ago 6 days ago 6 days ago 6 days ago 6 days ago 6 days ago 6 days ago 6 days ago 6 days ago 6 days ago 6 days ago 6 days ago 6 days ago 6 days ago 6 days ago 6 days ago 6 days ago 6 days ago 6 days ago 6 days ago 6 days ago
78. upport agen Existing Tags are located under the tag field To designate the company using an sek ETEA existing tag simply click on it The tag s text will be automatically entered in the O Name field M Alex Sarin To create a new tag simply add a comma and space after a previous tag if one exists and type in the new tag be sure it doesn t already exist in the list below the tag field Click Save when complete VIEW a List of All Tagged Companies y Gestes on Mar 20 2011 amt td ys gp zord simply click on the tag red highlighted within the company record Parent Company Of Tagged with BD People Address Phone Fax None None None Industries None Website None Description Nane Last Name i First Name Current Title O Aasen Thomas Executive Vice President Chief Fin The results right will list any people and companies marked with the tag Name i City M ra co 2Wire None 3Com None 41 Company Records STORING DOCUMENTS in a Company Record Users can store company related documents in Velvet within the company records However it is highly recommended that users only store high value information such as organization charts etc Information that is readily available and supported by other businesses such as Hoovers should not be stored in Velvet examples include company snapshot from Hoovers Julian Palmer Director Eng Security data amp voic Unknown
79. viduals from one list to another eventually moving within a search pipeline as well Velvet ADDED TO THE USER S CALL LIST BY USER RESEARCHER LEVERAGE OR ADMIN People to Call Last Name i USER CLICKS ON PERSON NAME TO GO INTO THEIR RECORD READ RECORD FIRST FOR DETAILS WHEN USER PICKS UP THE PHONE TO CALL THE PERSON THEY SHOULD CLEAR THE USER NAME FROM THE CALL LIST DESIGNATION IF YOU REACH THE PERSON People to Follow Up With Last Name IF YOU DO NOT REACH THE PERSON VMAIL FOR EXAMPLE People I Left Messages With Last Name SUMMARY ROUTE People to Call Last Name i First Name Rosario Isabella People I Left Messages With Last Name First Name Snowflake Susie People to Follow Up With Show All Last Name First Name Lincaln Abe Firs IN THE PERSON RECORD SCROLL DOWN TO THE MEMO SECTION AND ADD PERTINENT COMMENTS SEE PERSON RECORD IN THIS MANUAL IF YOU INTEND TO FOLLOW UP WITH THE PERSON AT ALATER DATE SELECT YOUR NAME IN THE FOLLOW UP SECTION OF THE PERSON RECORD top AND SET THE APPROPRIATE DATE Current Title YP HR Current Title coo Current Title CFO Current Company zzz Chemical Company Current Company DEF Gaskets Current Company GHI Plastics IN THE PERSON RECORD SELECT YOUR NAME IN THE LEFT MESSAGE FIELD top Current Project O7 SSP CEO Confidentia Left Message l 11 hours ago Days Until 2 da
80. ys Velvet Overview Components of Velvet The following components have been developed in Velvet Employee Directory Within each user profile is information used to produce the employee directory Please keep your profile information accurate to support this feature Menu Settings My Profile Companies Velvet stores company data general contact information subsidiary links employees documentation etc In addition to this information Velvet also stores and displays stock symbol and performance information Users can access greater details of company information by clicking on the stock performance chart displayed in each record of public companies Doing so will open a new window with expanded company information provided by Yahoo People People records in Velvet include contact information career information education information memos user comments and supporting documentation Within each person s record is listed any connection to search projects as well Projects Velvet organizes data in project records including people pipelines documentation and search details Project types include BusDev Search and Other The type of project can be migrated from BusDev to search without creating new records Therefore it is important to enter new business development opportunities in Velvet for the purpose of documentations storage and for tracking successes moving forward When a BusDev becomes a search project th

User Manual - Prospect City

Contents

Download Pdf Manuals

Related Search

Related Contents