launch retro-planning

Launch retro-planning

Validation of rights and settings

W48

Import of resources

W47

Transfer validation

W50

Setting 1/2 Legal Settings

W45

Create managers Rights management

W47

Data transfer

W49

Setting 2/2 Global Settings

W46

Opening intranets

W51

Transfer validation

To schedule

1h30

Goal ? Validate that all projects/needs have been filled How ?

• Checking if all your current projects are in Boond
• Checking that all resources have been associated with at least one project
• Checking that all resources have a HR contract

Import of resources and managers

To schedule

1h

Goal ? Import all your resources with an excel How ?

• By filling in a template file (Excel) that allows you to import resources with their:
• name
• number
• mail and email
• fonction
• contracts
• ...

Paramétrage

Administration de BoondManager

Personnaliser l'interface

• Introduction à l'administration
• Définir les référentiels
• Adapter l'outil à vos process et votre wording
• Définir les droits d'accès

Create Managers Rights management

To schedule

2h

Goal ? Create all managers Create 1 or 2 user roles How ?

• By creating a role using one of our role template
• By restricting rights for some users
• Choosing which one of you can be Super User

Create Managers Rights management

To schedule

2h

Goal ? Create all managers Create 1 or 2 user roles How ?

• By creating a role using one of our role template
• By restricting rights for some users
• Choosing which one of you can be Super User

Import of resources and managers

To schedule

1h

Goal ? Import all your resources with an excel How ?

• By filling in a template file (Excel) that allows you to import resources with their:
• name
• number
• mail and email
• fonction
• contracts
• ...

Legal Settings

Friday 10th of November 2023

2h

Goal ? Set up one legal agency to manage your resources and invoice your customers How ?

• Adding your legal informations
• Adding your logo for invoice and timesheets
• Adding your timesheets work unit types
• Adding your advantages types

Validation of rights and settings

To schedule

1h30

Goal ? Validate the settings to move on to start data transfer (projects, CRM, orders...) How ?

• Checking that all legal agency has been created and set

• Checking that all your global settings are filled
• Checking that all roles has been created and associated to a manager
• Answering at your questions

Atelier par métier

S'assurer de la bonne compréhension et bonne utilisation de l'outil

• Validation d'acquis via Quizz
• Atelier Q/R à distance
• Atelier sur site d'aide au changement
• Atelier bonnes pratiques

Data transfer

To schedule

1h

Goal ? Create 1 difficult project and 1 simple project until the order is placed How ?

• Taking a currents projects with one or more resources

• Creating an order
• Showing how to monitor the budget consumption

Global Settings

Monday 13th of November 2023 at 4pm

2h

Goal ? SShow you and set up your wording/process on BoondManager How ?

• Adding your step of recruitement
• Adding each type of interactions that you can have with your candidate (calls, tests...)
• Adding all HR information that could help you to qualify a candidate or a resource
• Adding each contact type

Global Settings

Monday 13th of November 2023 at 4pm

2h

Goal ? Set up your wording/process on BoondManager How ?

• Adding your step of recruitement
• Adding each type of interactions that you can have with your candidate (calls, tests...)
• Adding all HR information that could help you to qualify a candidate or a resource
• Adding each contact type

Opening intranets

To schedule

1h

Goal ? Activate all intranets account to allow resources to creta and fill their timesheet and expenses How ?

• By showing you how to activate an intranet
• By showing you how to share intranet access
• By showing you BoondManager from the point of view of an intranet account

Validation & ouverture

Validation de la reprise et du paramétrage pour ouverture des accès

S'assurer que l'interface soit prête à l'ouverture des accès

• Vérifier la qualité des données reprises
• Vérifier l'exactitude des accès
• Vérifier que les paramétrages sont renseignés et adaptés
• Corriger les anomalies et ouvrir les accès

Reprise de données

Reprendre vos données qualifiées

Avoir une interface avec du contenus de qualité

• Introduction à l'import
• Introduction à la création manuelle
• Présentation des fichiers d'imports
• Qualification des fichiers d'imports
• Import des données

Validation of rights and settings

To schedule

1h30

Goal ? Validate the settings to move on to start data transfer (projects, CRM, orders...) How ?

• Checking that all legal agency has been created and set

• Checking that all your global settings are filled
• Checking that all roles has been created and associated to a manager
• Answering at your questions

Opening intranets

To schedule

1h

Goal ? Activate all intranets account to allow resources to creta and fill their timesheet and expenses How ?

• By showing you how to activate an intranet
• By showing you how to share intranet access
• By showing you BoondManager from the point of view of an intranet account

Legal Settings

Friday 10th of November 2023

2h

Goal ? Set up one legal agency to manage your resources and invoice your customers How ?

• Adding your legal informations
• Adding your logo for invoice and timesheets
• Adding your timesheets work unit types
• Adding your advantages types

Formation utilisateurs

Former les équipes en fonction de leur métier

Avoir les bonnes pratiques d'utilisation de l'outil

• Formation commerciale
• Formation recrutement
• Formation RH : si besoin
• Formation gestion de projet
• Formation Reporting & management d'équipe

Transfer validation

To schedule

1h30

Goal ? Validate that all projects/needs have been filled How ?

• Checking if all your current projects are in Boond
• Checking that all resources have been associated with at least one project
• Checking that all resources have a HR contract

Data transfer

To schedule

1h

Goal ? Create 1 difficult project and 1 simple project until the order is placed How ?

• Taking a currents projects with one or more resources

• Creating an order
• Showing how to monitor the budget consumption

Kick off

Objectif : Rencontrer votre boondcoach

Définir vos priorités et vos objectifs de lancement

• Programme de lancement
• Methodologie & infos pratiques
• Questions/Réponse