AppWT CRM

Topic: Talent

Vetting and documents

Check each person step by step, log every contact and their answers, keep their papers and expiration dates, and record a decision.

Video, 1 minute 30 seconds · 8 steps

This lesson uses Talent search. If Talent search is not in your menu, it is not turned on for your account yet. Ask AppWT to turn it on.

Watch the video

Read the transcript Read the steps
Narrated by Jessa, with soft background music. Captions start off. Press the Captions button, or use the player's own caption menu, to turn them on.

What you will learn

  • How the Vetting page works
  • How to work a checklist
  • Who can approve, reject or hold
  • How to log calls, texts, emails and follow-ups
  • How to record their answers for a project
  • How to upload and verify documents

Step by step

  1. Step 1: The Vetting page

    Open Vetting from the menu. It shows who is waiting for a decision, who needs credentials, and who is overdue.

    The Vetting page with groups for Awaiting a decision, Credentials pending, Blocked or overdue, In progress and Decided.
    Step 1 screen, from the demo account.

  2. Step 2: Work the checklist

    Open a person to see their vetting checklist. Mark each item done as you check it, and add a note.

    The vetting checklist on a made-up person's profile, with the required items and their status.
    Step 2 screen, from the demo account.

  3. Step 3: Submit and decide

    When every required item is done, submit the person for approval. An owner, office staff, or an HR admin then decides.

    The Decision area with the Submit for approval, Approve, Reject and Put on hold buttons.
    Step 3 screen, from the demo account.

  4. Step 4: Contact log and follow-ups

    Under Contact log and follow-ups, log each call, text, or email, and set the next follow-up. Click Save to the contact log. Saving only records it. Nothing is sent to the person.

    The Contact log and follow-ups box on a made-up carpenter's profile, with his next follow-up, a logged call and the Save to the contact log button.
    Step 4 screen, from the demo account.

  5. Step 5: Answers for each project

    Vetting answers by project keeps three answers: Willing to do the project, Willing to travel, and Duration fits.

    Vetting answers by project for a made-up kitchen remodel project: Willing to do the project, Willing to travel and Duration fits, each answered Yes.
    Step 5 screen, from the demo account.

  6. Step 6: Add documents

    Under Documents and credentials, upload a resume, license, or certificate, with its issue and expiration dates.

    The Add a document form with a document type, a title, an issue date, an expiration date and a file.
    Step 6 screen, from the demo account.

  7. Step 7: Verify documents

    A reviewer checks each new file and marks it verified. A resume alone never makes someone vetted.

    Verified documents on a made-up carpenter's profile, including a resume and an OSHA 30 card.
    Step 7 screen, from the demo account.

  8. Step 8: Expiring credentials

    The Vetting page also lists credentials that expire soon, so you can ask for a new copy in time.

    The Expiring credentials list with a made-up electrician's license that expires soon.
    Step 8 screen, from the demo account.

Transcript

In this lesson, you will vet a person step by step, log your contact with them, and keep their papers up to date.

Open Vetting from the menu. It shows who is waiting for a decision, who needs credentials, and who is overdue.

Open a person to see their vetting checklist. Mark each item done as you check it, and add a note.

When every required item is done, submit the person for approval. An owner, office staff, or an HR admin then decides.

Under Contact log and follow-ups, log each call, text, or email, and set the next follow-up. Click Save to the contact log. Saving only records it. Nothing is sent to the person.

Vetting answers by project keeps three answers: Willing to do the project, Willing to travel, and Duration fits.

Under Documents and credentials, upload a resume, license, or certificate, with its issue and expiration dates.

A reviewer checks each new file and marks it verified. A resume alone never makes someone vetted.

The Vetting page also lists credentials that expire soon, so you can ask for a new copy in time.

Next, learn how to track who is free and when.

Every screen here comes from a demo account. All of its people, phone numbers and email addresses are made up.