Merlin CRM Reference Guide

Confidential 16 17 18 The License/Certification window displays. 16. Click in the Type field and select License. 17. Click in the State field, and enter in the state abbreviation. 18. Click Save. 5/25/2017 Merlin CRM Reference Guide 50

Confidential 19. Scroll down and locate the Addtl Details section. 5/25/2017 Merlin CRM Reference Guide 51

Confidential 20 20. Click in the Relationship Type field to grade the candidate. 5/25/2017 Merlin CRM Reference Guide 52

Confidential 21 21. Select the grade from the drop-down list. 5/25/2017 Merlin CRM Reference Guide 53

Confidential 24 22 23 22. Click in the Profession field and select the candidate’s profession from the drop-down list. 23. Click in the Recruiter/Proc Assoc. field and select your name as the recruiter. 24. Click Save. 5/25/2017 Merlin CRM Reference Guide 54

Confidential You are now free to continue with any documentation regarding the candidate. 5/25/2017 Merlin CRM Reference Guide 55

Confidential TRACKING REFFERALS IN THE CANDIDATE’S PROFILE 1 1. Click the pancake icon next to the candidate’s name. 5/25/2017 Merlin CRM Reference Guide 56

Confidential 2 2. Select Referrals from the drop-down list. 5/25/2017 Merlin CRM Reference Guide 57

Confidential 3 4 The Referrals section displays. 3. Click + under the REFERRED BY section to enter information for the person who referred the candidate, and click Save. 4. Click + under the CANDIDATE REFERRALS section to enter information for people the candidate has referred, and click Save. 5/25/2017 Merlin CRM Reference Guide 58

Confidential CREATING TASKS IN CRM This section provides a quick reference for creating tasks in CRM. This procedure is to be used by Recruiters to document tasks. CREATING A TASK 1 2 1. Click the Recruiters drop-down menu. 2. Click Activities. 5/25/2017 Merlin CRM Reference Guide 59

Confidential 3 The My Activities screen displays. 3. Click Task. 5/25/2017 Merlin CRM Reference Guide 60

Confidential 4 The New Task screen displays. 4. Enter a subject for the task. 5/25/2017 Merlin CRM Reference Guide 61

Confidential 5 5. Scroll down to the Task Details section. 5/25/2017 Merlin CRM Reference Guide 62

Confidential 6 6. Enter a due date for the task. 5/25/2017 Merlin CRM Reference Guide 63

Confidential 7 7. Click Save & Close. 5/25/2017 Merlin CRM Reference Guide 64

Confidential 8 The new task now displays on the My Activities screen. 8. Click the Recruiters drop-down list and choose Dashboards. 5/25/2017 Merlin CRM Reference Guide 65

Confidential The new task now displays on your Dashboard, under My Activities. 5/25/2017 Merlin CRM Reference Guide 66

Confidential SEARCHING FOR JOBS BY LOCATION AND SPECIALTY This section provides a quick reference for creating job searches by location, bill rate, and specialty. This procedure is to be used by Recruiters, Employee Support Specialists, Recruiting Managers, Account Managers, and Account Associates. Because most jobs are scrapped into CRM from partnering vendor sites, information might not always be up-to-date or accurate. Before you submit a candidate to a specific opening, please reach out to the appropriate Account Associate to confirm the information is accurate and the job is still accepting submissions. SEARCHING FOR JOBS BY LOCATION SEARCHING FOR JOBS BY CITY 1 2 1. From your dashboard on the CRM Homepage, select Recruiters, then select Job Orders. All active jobs will populate on the screen. 2. To search by city, enter the city name in the search bar and press Enter. 5/25/2017 Merlin CRM Reference Guide 67

Confidential A new list of active jobs will populate based on the city you entered. 5/25/2017 Merlin CRM Reference Guide 68

Confidential SEARCHING FOR JOBS BY STATE 1 1. To search for job openings in a specific state, sort the job orders by state, alphabetically from A-Z.  Click within the state column. An arrow displays within the state field, indicating you have sorted the jobs alphabetically by state. 5/25/2017 Merlin CRM Reference Guide 69

Confidential 2 2. After the jobs are sorted alphabetically by state, isolate a certain state by clicking the letter of the state. All states beginning with that letter will populate. 5/25/2017 Merlin CRM Reference Guide 70

Confidential SEARCHING FOR JOBS BY USING AN ADVANCED FILTER TIP: To search a category by using an “advanced” filter, click the drop-down icon next to the category. 1 1. Click the drop-down icon next to State. 5/25/2017 Merlin CRM Reference Guide 71

Confidential 2 3 4 A box displays with filter options. 2. Select Equals as the operator. 3. Enter the state abbreviations for wish you want to filter. 4. Click Apply. 5/25/2017 Merlin CRM Reference Guide 72

Confidential TIP: 1. To clear a specific filer, click the upside-down beaker. 2. Click Clear. TIP: To clear a search and go back to all active job orders, remove the search criteria. 5/25/2017 Merlin CRM Reference Guide 73

Confidential SEARCHING FOR JOBS BY SPECIALTY 1 2 1. From your dashboard on the CRM Homepage, select Account Managers, then select Job Orders. All active jobs will populate on the screen. 2. Click the drop-down icon next to Specialty. 5/25/2017 Merlin CRM Reference Guide 74

Confidential 3 4 5 3. Select Equals as the operator. 4. Enter the designated abbreviation for the specialty you are searching for (i.e. ICU). 5. Click Apply. 5/25/2017 Merlin CRM Reference Guide 75

Confidential TIP: Once you’ve sorted by specialty you can filter even further by clicking the down arrows next to any column you chose to filter through. 5/25/2017 Merlin CRM Reference Guide 76

Confidential USING ADVANCED FIND IN YOUR SEARCHES This section provides information on how to use the Advance Find feature to search for information in a more detailed way than using filters, and save and name these searches as Views to use again. It also details how to share a saved view with another user. USING ADVANCED FIND IN YOUR SEARCHES 1 2 1. From your dashboard on the CRM Homepage, select Recruiters, then select Contacts. 2. Click the Advanced Find icon. 5/25/2017 Merlin CRM Reference Guide 77

Confidential 3 TIP: You may choose to use a saved View to build upon (for example, Active Candidates). To select a saved View, click the Use Saved View drop-down and select the desired View. The Advanced Find pop-up window displays. Note that the Use Saved View field is prefilled to Active Contacts. You may choose to build upon this View (see the Tip); however, for this example, we will create a new View. 3. Click New. 4 The Use Saved View field now displays [new]. 4. Click Select and choose a field from the drop-down list. 5/25/2017 Merlin CRM Reference Guide 78

Confidential 5 5. Click On and choose On or After from the drop-down list. 6 6. Click Choose Date and choose the desired date. 5/25/2017 Merlin CRM Reference Guide 79

Confidential 7 TIP: To add additional search information, click Search and enter the desired search criteria. 7. Click Results. 8 TIP: You may save this View for future use. Details are included below. The Search Results display. 8. To save and name this new View, click the Advanced Find tab. 5/25/2017 Merlin CRM Reference Guide 80

Confidential 9 9. Click Save As. 10 11 12 10. When the save as new View pop-up displays, enter the name of the new view. 11. Enter a description if desired. 12. Click Save. 5/25/2017 Merlin CRM Reference Guide 81

Confidential The name of the View displays in the Use Saved View field. 5/25/2017 Merlin CRM Reference Guide 82

Confidential LOCATING A SAVED VIEW 1 1. Click the View drop-down. 5/25/2017 Merlin CRM Reference Guide 83

Confidential 2 2. Locate and click your saved View. 5/25/2017 Merlin CRM Reference Guide 84

Confidential Your saved View displays. 5/25/2017 Merlin CRM Reference Guide 85

Confidential USING SPECIALTY CONCATENATION IN YOUR SEARCHES 1 1. Click the Advanced Find icon. 5/25/2017 Merlin CRM Reference Guide 86

Confidential 2 The Advanced Find pop-up window displays. 2. Under Status, click Select and choose Specialty Concatenation from the available list. 5/25/2017 Merlin CRM Reference Guide 87

Confidential 2 For this example, we will leave the operator as Contains. 3. Click Enter Text and type the desired search term. For this example, we will enter ICU. 5/25/2017 Merlin CRM Reference Guide 88

Confidential 4 4. Continue entering additional lines of search criteria. For this example, we will enter Specialty Concatenation Contains OR. 5/25/2017 Merlin CRM Reference Guide 89

Confidential After you have entered the desired search criteria, you can group specific criteria and assign a search operator. 5/25/2017 Merlin CRM Reference Guide 90

Confidential 5 5. To select a row of search criteria, click the drop-down list next to the row and click Select Row. 5/25/2017 Merlin CRM Reference Guide 91

Confidential 6 7 6. After you have selected all desired search criteria, click Query. 7. Click the desired group search operator. For this example, we will use Group AND. 5/25/2017 Merlin CRM Reference Guide 92

Confidential 8 The search operator displays next to the selected search criteria. 8. Click Results. 5/25/2017 Merlin CRM Reference Guide 93

Confidential The search results display. 5/25/2017 Merlin CRM Reference Guide 94

Confidential BUILDING A VIEW USING A BOOLEAN SEARCH 1 1. Click the Advanced Find icon. 5/25/2017 Merlin CRM Reference Guide 95

Confidential 2 The Advanced Find pop-up window displays. Note that the Use Saved View field is prefilled to Active Contacts. For this example, we will build upon this view and perform a Boolean search for resume terms. 2. Under Status, click Select and choose Resume Plain Text from the available list. 5/25/2017 Merlin CRM Reference Guide 96

Confidential 3 For this example, we will leave the Equals operator as Contains. 3. Under Active, click Enter Text and type the desired search term. For this example, we will enter RN. 5/25/2017 Merlin CRM Reference Guide 97

Confidential 4 4. Continue entering additional lines of search criteria. 5/25/2017 Merlin CRM Reference Guide 98

Confidential After you have entered the desired search criteria, you can group specific criteria and assign a search operator. 5/25/2017 Merlin CRM Reference Guide 99