Opportunity Dashboard
TM

Teresa Moreno

Created Sep 12, 2023

Opportunity Dashboard

25
    e

Opportunities

12 Steps
1

Welcome to the opportunity Dashboard !

Here you can

  • review applications

  • edit the opportunity

  • add managers to the opportunity

  • add time slots

Welcome to the opportunity Dashboard !
2

Click on Finance Intern…

This is the role title of this opportunity.

below it states the company and who the Host LC is. In this example it is the MC.

Click on Finance Intern…
3

Click on Edit…

Need to update the opportunity information? Click edit here to do so. After you edit something on the opportunity it will tell you to open the opportunity again. Make sure to open it again.

Click on Edit…
4

Click on Managers

Have multiple people manage an opportunity. Add the people that will help review applications and overall manage the opportunity.

Click on Managers
5

Click on Opportunity details…

Here you can review the details and you can edit them also.

Click on Opportunity details…
6

Click on Slots…

Slots are the options that the applicant can pick from. These can be added throughout the sourcing process when needed.

Click on Slots…
7

Click on + Create

To make a new slot click on create and fill out the following.

Click on + Create
8

Filling out Slot information

Information needed

Name of the slot: This can be as simple as slot 1, Slot2. It's your choice of what will make sense.

Start date : The date that the EP would be expected to start. Keep in mind how long it will take to complete the visa process and arrival process for an EP when choosing the start date with the company.

End date: This is the date that the EP will be expected to end the opportunity. Again this will be based on the discussions you have with the company.

Openings: The number of open spots that this opportunity has available

Application deadline: This is the last day someone can apply to your opportunity. Once closed you will not receive anymore applications for this slot.

Filling out Slot information
9

Click on Applications

Click on Applications
10

Applications for

This is the applications dashboard.

Here you can

  • Find all applications

  • recject,accept,approve, and realize EP's

  • Review CV's

Applications for
11

Click on Pre-screening

Click on Pre-screening
12

Click on Prescreening Questions…

Pre-screening questions are used to review anything and will appear for the applicant when applying. In this example the pre-screening questions are being used to find out the applicants J-1 visa eligibility.

Click on Prescreening Questions…
Well done!
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