Implementation of Invenias Client Portal

Invenias Client is made available to our customers through the Executive Edition Subscription, which includes a bundle of a number of our premium products. Please contact your Invenias account manager if you would like to discuss upgrading.

Overview

This article outlines the steps to implementing the Invenias Client premium feature and contains links to all related help articles in Invenias Help. The content below has been prepared to help Invenias customers self serve in their implementation of the Invenias Client portal. This includes basic steps on preparing Profile and Sharing Settings templates as well as sharing your first Assignment. You may choose, as part of your implementation, to purchase support from a Product Consultant who will walk you through all of these steps and guide you through this process. More on this in the "Confirm if you need support" section.

This article covers:

Enabling Invenias Client

Once you have signed an order, our Team will enable Inveias Client product. If you have any questions about the progress of enabling Dashboards, please contact your Account Manager or email inveniassupport@bullhorn.com.

An overview of Invenias Client can be found in Invenias Client Overview.

Confirm if you need support for your implementation

Once you've reviewed the content in this article you'll have a better sense of how much support you might need. By this stage of the process, you will already have engaged with your Account Manager to discuss your options. We encourage our customers to consider self-serving your way through this implementation process, free of charge. However, if you need help, your Account Manager can arrange an introduction to one of our Partners who offer paid support options for these implementations.

Configuring Branding and Initial Setup Process

The web app that your clients login to and the emails that are generated automatically by our system to Clients, pulls some content from the main Branding section in the Admin area of the Invenias Professional Web app. Through this feature, you can add a company Logo, Login background image, and a Primary and Secondary colour. If you cannot view the Admin option, speak to your designated Invenias system administrator.

Watch out for the requirements around the image file format (JPG, PNG, ICO etc), the dimensions of any images in pixels (px) and the actual size of the image files in MB. The minimum or maximum requirements are called out above the SELECT IMAGE option in most sections. Transparent company logos are better so that the background image and header colours are displayed through/around those images. Also, please avoid using white as your primary or secondary colours.

Your clients will be directed to the same web application login page that your Professional Users use but, as Client Users, their experience will be different once they log in. The look and feel of this page can be edited to display the background image and the company logo as well as an option to set the colour of the LOGIN button (this is inherited from the secondary colour).

The logo and primary colour will appear in the header of all automated emails that your customers received when you first grant them access to the portal, but also when you share specific Assignments with them.

Configuring Profile Templates

The Profile Template that you wish to use to display candidate data alongside the list of Candidates in the Client Portal, is selected as part sharing template. We'd recommend that you take an existing template, edit it and then use the SAVE AS option, giving it an obvious name so that it's use case is understood, to create a dedicated template for use when sharing Candidates in the Portal. As with the Sharing Settings, you can deviate from this template once you've shared the Assignment without affecting the template, so you may not need multiple versions for different clients or Teams.

Configuring Sharing Templates

Sharing Templates are built-in Systems Preferences and inherited into your Assignment when you are setting up Sharing. Here's an article on setting up and using those Sharing Templates.

Sharing Your First Assignment

We recommend you consider a simple approach initially, only sharing a shortlist of candidates and a minimal Profile on those Candidates. Slowly, as you get feedback from your customers and become more confident in the quality of data and how to best share that information, the module is flexible so that you can increase the complexity of Client Sharing.

Managing Client Portal Users, Password Resets etc

The Invenias Executive Edition includes unlimited Client User Licenses with your subscription. You, therefore, do not need to worry about unassigning licenses so that they can be assigned to other Client Users as you do for your Professional Users. However, there are occasions where you might want to change the user, revoke their access to Assignments etc.