TUTORIAL: Create/Edit a Campaign

  
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When you first install the Hire Success Program, a Blank "Campaign " was created for you.  The file name is "Applicant.cmp" and it is saved in the Directory where your Hire Success system is installed (C:Files]Successby default.  You may use the default Campaign if you like, but in this tutorial, we will create a "TUTORIAL" Campaign to enter the Sample Data.

Campaign Toolbar

CREATE A NEW CAMPAIGN   

Press the "Create New" Button under the "Campaign Tools" on the right side of your main Hire Success screen or you can use the "Campaign Manager" menu, then "Create A New Campaign". Try both ways to become familiar with both the Toolbar and the Menu System.

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Once selected, you will see the Campaign Editor Screen (like above).  Make the "Description" field: "Tutorial Sample Reports".  Next, press the "Tab" key and enter the ID: "Tutorial", which will also be used to save the Campaign Data as "Tutorial.cmp" on your hard disk drive.  Enter any other information you would like so you can get the "feel" of the screen and press the "OK" button when finished.


ADDING REPORTS TO THE CAMPAIGN  

Press the "Add Applicants" button under the "Campaign Tools" toolbar on the main screen, or use the "Campaign Manager" Menu.  If this is the first time you have used the Hire Success System, you will see a "Folder" called "Sample Reports" in the window that pops up allowing you to navigate to where the Reports were saved when they came in by email.  NOTE: We DO NOT suggest you save your actual incoming Reports to the Sample Reports folder, so actual reports will not get intermingled with the Samples provided for this Tutorial.

For now, choose all of the Names that have the initials "D.C"., such as "Daniel Christianson" and "Della Capelli", etc.  There are a total of 5 Reports you will bring into the Campaign.  Once you have selected the 5 Reports, press the "OPEN" button and all 5 Reports will be read into the Hire Success System and stored in the "Tutorial.cmp" Campaign you created earlier which should still be open.

After you have entered these 5, try adding others on your own to become familiar with the process of Adding Reports to the Campaign.  You may create as many Campaigns as you like and switch between them easily at any time by simply pressing the "Open Existing" Button under the Campaign Tools. graphic

For each Report you select, the Hire Success System performs the following tasks:

1.         It Reads the Summary Report and Extracts All of the DATA from the Report.

2.         It Saves an Archive Copy of the original Summary Report in the Campaign File for future Reference.  Archiving the Report can be helpful in the even the original files are damaged or deleted.

3.         It also searches the same folder to find the corresponding "Overview Report" and "Sample Interview Questions" Report and archives the original Reports along with the Summary Report in the Campaign Database.

If you use the Campaigns as they were intended, you will have a "snapshot" archive of the Applicants who applied for each and every position you have advertised for or recruited since using the Hire Success System.  The more you use the System, the better the historical data you will have available.  Future enhancements will take advantage of a good historical record.


            NEXT:                          TUTORIAL: Create a New Baseline File

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