Feedback & Likes - Essentials Web App

Overview

Please note: This article was written using Invenias 9 so there may be some minor discrepancies.

Feedback & Likes allows a user to document their opinion on a person. A piece of Feedback could be used to describe an opinion on a Candidate following an Interview specific to an Assignment, or as a general piece of Feedback following meeting a Candidate for the first time or even from viewing their online profile/CV.

A social style "Like" can be used as a single click method of adding a positive opinion about a Person. These can be extremely useful to Team and Client Users when browsing a list of Candidates to see how many "Likes" they have received and more importantly who has left a Like.

Both Feedback and Likes can be added by Invenias Users (Team) or external people (Clients) using the Invenias Client application. Invenias Users can also record Feedback on behalf of other Team or Client Users.

This article covers:

Adding Feedback

Feedback can be added from the Feedback tab, next to the profile pane:

You can access this tab from inside an open Person record, or from a People list view.

Clicking to ADD feedback from the People List or Person record will open the Feedback action, shown below:

Adding feedback from these locations will assume the feedback to be general, and not specific to a particular role. If leaving Feedback that relates to a particular interview, clicking the "relates to" dropdown will display a list of Interviews you can relate the feedback against.

If the Feedback action is opened by selecting a Candidate in an Assignment, then clicking to add Feedback from the Feedback pane, the Assignment will automatically be linked to the feedback.

The content of the Feedback is entered in the large text box on the right of the Feedback action.

In this example this Company is using Invenias Client and the Feedback action displays an additional option of switching the Feedback to be visible to Clients.

Published Feedback is visible to Clients using Invenias Client, provided the Feedback is linked to a Candidate on a Published Assignment.

Viewing Feedback & Adding Comments

The Feedback Panel (accessible from within a Person Record or all People Lists) allows a user to easily view all Feedback and comments for a person:

Each piece of Feedback is displayed in chronological order, with the most recent first. The person leaving the Feedback is shown along with the Assignment name for any Feedback relating to an Assignment.

For Companies also using the Invenias Client Application, the published state of the Feedback is shown as either PUBLISHED or UNPUBLISHED. Unpublished Feedback is displayed using the yellow highlight to make this more prominent in the grid.

Comments can be added against existing Feedback using the Add Comment section under each Feedback item:

For Companies also using the Invenias Client Application, there are options to set the published state of Comments on Feedback. When an Invenias User adds a Comment to unpublished Feedback, the user can only add Comments in unpublished state. If the Feedback is already published, they can choose to add them in either published or unpublished state.

In addition to viewing Feedback in the Feedback panel, Feedback can also be viewed in the Journal tab of any record that Feedback has been saved to and in the Global Journal List View.

Editing Feedback & Comments

Feedback and comments can be edited based on the following rules:

An Invenias User can always Edit their own Feedback. They can only edit Feedback and comments from other Users provided they have the correct User Permissions.

Permission Required: To Edit and Delete Feedback and Comments left by other Team Users, you must have the user permission - "Edit and Delete Team Feedback and Scoring." To Edit and Delete Feedback and Comments left by other Client Users, you must have the user permission - "Edit and Delete Client Feedback and Scoring."

Based on these rules, an edit button may be visible to Feedback and Comments in the following locations:

Feedback Pane

Clicking EDIT on this Feedback reveals the text editor, Delete button and toggle between Published and Unpublished States:

The same process is used for editing Comments.

Adding a Like and Viewing Likes

A User can easily add/remove a Like and View Likes from other users in the following locations:

The summary pane, accessible from People Lists by clicking the icon shown in Blue below:

Clicking the Like Icon will add or remove a Like for this person.

Person Record

Clicking the Like icon in the Record toolbar as shown below will add or remove a Like for this person.

Toolbar

Insight Pane

You can also add/ Remove Likes via the Feedback Pane from within a Person record (shown below):

The Likes section of the Feedback panel displays a count of all Likes from all Users and also displays the profile pictures of the users who have left a Like.

Click the Like Icon to add a Like.

Configuring Feedback & Likes

Permission Required: Please note, to access System Preferences you need the "Access System Preferences" permission

Feedback and Likes can be enabled and configured through the insight page within system preferences in the desktop app . To open system preferences, click to the Invenias Tab in Outlook, click options then System Preferences:

In the screenshot below the user has clicked to the insight page in system preferences and checked the two boxes to Enable Feedback and Likes. Note that Feedback and Likes can be enabled independently of each other.

Once system preferences are saved, the features will be enabled for all users at your company.