Training & Consulting
Tracker Training
& Consulting
Learn Tracker at your own pace, book live training for your team, or work one-to-one with a Tracker expert on the parts that matter most to your agency.
Training & On-Demand Learning
With a Variety of Training and Learning Options, We Make Sure Your Team is Set for Success in Tracker.
Academy lessons taken
Academy quizzes taken
Certificates awarded
Live Training Courses
Tracker offers a variety of Training Courses that are customized to your firm’s plans and processes.
For Administrators
Navigating Tools & Settings
Work with Tracker Pros to Understand and Use the Tools & Settings Section
What’s covered
- Understanding User Groups
- Using the Layout Designer
- Media Library / Document Library
- Mandatory Fields
- Adding Custom Fields
- Audit History Viewer
- Setting Targets and KPIs
- Email Signature
For Recruitment Team & Admins
Recruitment Workflow
Learn How to Implement your Customized Recruitment Workflow within Tracker
What’s covered
Part 1
- Adding Candidate Records
- Adding Job Records
- Navigating the Job Record
- Sourcing in the Longlist
Part 2
- Adding Candidates to the Shortlist
- Sending Candidate Resumes
- Arranging Interviews
- Extending Offers
- Rejecting Candidates
- Placing Candidates / Updating Dates & Fees
For Admins and Sales Team
CRM & Relationship Management Tools
Learn How to Use Tracker’s CRM, Relationship Management and Sales Tools
What’s covered
- Using Tracker Add-ins (LinkedIn and Outlook)
- Managing Activities & Follow-ups
- Working your To Do List
- Best Practices around List and Saved Views
- Creating Leads
- Lead Nurturing Campaigns & Sequences
- Lead Qualification
- Creating and Managing Dashboards
- Sales Targets & KPIs
For Everyone
Automating Sequences & Workflows
Learn How to Add Automation to Your Business Processes with Sequences, and More
What’s covered
- Understanding Sequences
- Developing a Sequence
- Automation Rules with Sequences
- Automation Triggers
- Review Automation Playbooks
- Optimizing Data with Automations
For Recruitment, Sales & Marketing Teams
Building Marketing Campaigns
How to Build Marketing Campaigns in Tracker’s Built-In Marketing Platform
What’s covered
- Creating a Sendlist
- Creating a Campaign
- Using the Builder / Templates
- Campaign Results
For Admins & Recruiters
Integrating Job Boards
How to Integrate and Utilize Your Job Boards in Tracker for One-Click Posting and Searching
What’s covered
- Posting Jobs to Job Boards
- Posting Jobs to Your Website
- Searching Tracker & Job Boards
- Reviewing Website Applicants
- Reviewing Job Board Applicants
- Jobs Lite
- Watchdogs
For Admins and Recruiters
Onboarding Candidates
Learn How to Build and Manage Your Candidate Onboarding Process in Tracker
What’s covered
- Onboarding a Candidate
- Compliance
- Compliance Packs
- Custom Web Forms
- Custom Forms
- GDPR/CCPA
For Admins
Back Office
Learn How to Create Timesheets and Projects plus Managing the Candidate Portal
What’s covered
- Converting a Job to Project
- Creating Project Tasks
- Assigning Tasks to Candidates
- Setting up Timesheets
- Candidate Portal
- Timesheet Approvals
For Admins
Managing Shifts
Learn How to Create, Plan and Manage Shifts in Tracker
What’s covered
- Creating Shifts
- Using the Rate Card
- Client Portal and Shifts
- Candidate Pools
- Advertising Shifts
- Candidate Portal
- Shifts Dashboard
For Recruiters
Using Video & Communications
Learn How to Use Tracker Video Interviewing and Video CVs
What’s covered
- Tracker Chat
- Setting up Video Interview Question Templates
- Requesting Video Interview Submissions
- Creating and Submitting Video Resumes
- Using Video Emails
For Anyone
Q&A Session
Schedule a 1 Hour Session to Cover the Questions of Your Choice
Maximize the Power of Tracker
Work with a Tracker subject matter expert on a one-time or ongoing basis to achieve strategic goals with Tracker through personalized and exclusive consulting services.
Recruitment
Recruitment Workflow Consulting
Work with a Tracker Rep to configure your Recruitment Workflow based on how your organization works best
What’s covered
- Workflow Strategy
- Configuring Job Statuses and Job Types
- Job Settings
- Workflow Settings
- Shortlist Settings
- Placement Record Statuses
- Status Events for Placement Records
- Load Placement Record Status Notes
- Set Automatic Placement Activities
- Set Placement Overtime Rates
- Configuring Job Posting Tab Fields
What to expect
- Tailored Recruitment Workflow for your organization
- Adjusting job statuses and job types to only those your organization works with
- Setting automatic workflow and status activities to ensure automation of process
What you’ll develop
- Knowledge to adjust recruitment workflow in the future
- Ability to institute a repeatable workflow process and train recruitment team against
- Ability to accurately track and report user activities and recruitment efforts for specific companies
Data
Data Management Services
Eliminate manual data cleanups, freeing your team to focus on core tasks while improving data accuracy, recruiter efficiency, and placement success
Duplicate Removal
- Duplicate Companies
- Duplicate Contacts
- Duplicate Candidates
- Duplicate Activities
Unused Record Cleanup
- Aged Companies
- Aged Contacts
- Aged Candidates
- Aged Jobs
- Closed Jobs Still Published
- Candidates with no CV or aged resumes
Populating Quick Skills
- Skills standardization and enrichment for new and existing candidates
Field Normalization
- State normalization for company, contact, and candidate
- Job state normalization (Main location and publish)
- Invalid emails for company, contact, and candidate
- Invalid phone numbers for company, contact, and candidate
- Invalid zip codes updated for candidates
Compliance Cleanup
- Removal of candidate sensitive data including birth date, ethnicity, disability, nationality, etc.
- Standardize currencies
Additional Data Services
- Archive cleanup
- Pre-system scan of data before moving to Tracker
- Pre-service report including an overall data impact statement showing complications of current data and how they will affect future recruitment processes
- Post-service report
- Soft and hard deletion of data
- Candidate CV reparse to refresh data
Sales
CRM Consulting
Learn how to improve your candidate relationship management and your client relationship management with our integrated CRM
What’s covered
- Configuring Leads Settings
- Sales Workflow Optimization within Tracker
- Lead Management
- Configuring the Leads View
- MANDACT Qualification Score Setup/Adjustment
- Using the Job Feed Search to Identify New Business
What to expect
- What is a lead and how to create them
- How to capture information regarding a lead
- How to convert a lead
- How to Track success of lead conversion
- How to Qualify a Lead: MANDACT
- How to measure and track your lead conversion
What you’ll develop
- The ability to better qualify leads and make business decisions on which leads/opportunities to pursue
- Understanding of how to prioritize leads based on status and qualification
- The ability to quickly follow up and action multiple leads at once
Automation
Automation Consulting
Work with a Tracker member to build custom automations that are unique and specifically designed for your business
What’s covered
- Automation Strategy Review
- Automation Needs Assessment
- Build Out of 3 Automation Sequences
What to expect
- How to Integrate Automation into Your Recruitment and Sales Plan
- Full understanding of Automation Sequences
- Optimization of Workflows and Processes
- Understanding of Tracker Sequence and Automation Tools
What you’ll develop
- 3 custom-built automation sequences
Back Office
Back Office Consulting
Work with a Tracker rep to adjust Projects and Timesheets settings so they are tailored to your organization and workflows
What’s covered
- Assignment Settings
- General and Workflow Settings
- Setting Assignment Types, Statuses, and Priorities
- Configuring Assignment Tasks
- Setting Default Assignment Values
- Shift Settings
- Setting Shift Compliance Items
- Creating a list of Compliance Items
- Configuring Timesheet Settings
- Workflow Settings
- Portal Setup
- Timesheet Template Settings
- Auto Attach Time and Expense Approvals
- Combine approvals with emailed invoices
- Setting Templates for Timesheet Activities
- Expense Settings
- Setting Default Expense Values
- Invoice Settings
- General Settings
What to expect
- Complete overview of Time and Expenses
- Understanding of timekeeping process from start to finish including sending for approvals
- Understanding which tasks are for candidates and which can be made internal
What you’ll develop
- The ability to accurately assign timekeeping or other tasks to candidates so they can record their hours or progress on the assignment
- Skills to manage all timesheets submitted including bulk follow up activities and approval internally and externally
- An understanding of how to add Expense items and generate invoices for payment
- The ability to manage the entire timekeeping process within Tracker
Onboarding
Candidate Onboarding Consulting
Work with a Tracker Rep to set up Default Task sets to be used within Projects to track onboarding activities
What’s covered
- Configuring Web Documents and Forms
- Creating Document & Form Packs
- Compliance & Facial Recognition
- GDPR/CCPA Data Collection
- Data Management Tools
- RightSignature Integration
What to expect
- How to utilize Onboarding tools to track new candidate onboarding success and activities
- How to configure Onboarding tools supporting individual customer onboarding processes
What you’ll develop
- Ability to organize and track onboarding initiatives once a candidate receives an offer
Reporting
Reporting & Dashboards Consulting
Learn How to Build and Configure Custom Reports and Dashboards
What’s covered
- Report Setting Configuration
- Overview of Custom Reports
- How to build Custom Reports
- Configuration of Custom Reports
- Adding Custom Reports to User Dashboards
- Export Options
- Scheduling Reports
- Setting User Targets
- Custom KPI Dashboard
- Setting up User Dashboards
- Commission Reports
TRACKERAI
EVA & Agent Consulting
Learn how to use EVA and TrackerAI Agents to streamline your most time-consuming tasks and free up more time for clients and candidates.
What’s covered
- A review of your most time-consuming workflows
- A walkthrough of available TrackerAI Agents and relevant use cases
- Practical EVA examples
- Guidance on applying these tools to your day-to-day work
Book training & consulting
We’ll confirm times and pricing within one business day.
Please tick at least one course or service above.
