v8.

0 Upgrade
v8.0 Upgrade
Overall Changes – Task List
• New Additions to the Employer and Admin
Task Lists.

Employer now has 2 “Incomplete Interview

new Task List items. Schedule” is the new
1) “Incomplete Schedule Admin task list item. This
Request”, meaning a indicates a schedule that is
schedule request has not not currently complete,
been submitted. meaning not visible to
students.
2) “Incomplete Event Request”, meaning that this
Info Session request has not yet been submitted
for Admin approval.
Overall Changes - Counts
• Counts of linked profiles will now appear
on Employer and Contact profiles.
Contact
Profile

Employer Profile
Overall Changes
• Mass Email From Search Results: available on
Contact, Mentor, Faculty, and Employer
Registration pages.

• Partial Delete: deleted items will now be saved

for 90 days, allowing us to restore them easily!
• Job Agent – Exclude All Majors: Job Agents will
now incorporate the “Exclude All Majors”
option in the results.
Overall Changes – Default Docs
• Allowed Documents can now be defaulted
in Jobs, Schedules and Career Events.
Overall Changes - Networking
• Connect your LinkedIn, Facebook and
Twitter accounts to your Interfase site!

These icons will

appear on the
student and contact
homepages.
Career Events – Event Agent
• Students can now receive email notifications
of upcoming events that meet their criteria.
Career Events - Request
• Employer Info Session Request Wizard

Employers have
Step 2) Employers
the option tocan
link
a schedule
This registration form will be set up more
the same as the employer directly to the
registration form for all other
information info
about the
session
events event including
request
Step 1: Information requirements, allowed
Step 4) Employers can review
about the Event documents
and submit their request.and the
They
itself. timeline
Step 3) Employers enter theirMUST click Submit
registration buttonforto
informaiton
complete the process
this new info session
Career Event – Request
• Employers can track active and pending Info
Sessions in the “My Info Sessions” menu

Different actions will be available

depending on where the event is in the
request process.
Career Events - Request
• Admin Approves Employer Request
 Schedules - Request
• New and improved employer schedule
request wizard!
You, as an admin, are able to
Step 3) The Employer select what schedule types are
available to employers.
can review and edit
the schedule request Step 1) The
information and employer can enter
submit it. They MUST their preferences for
click the Submit schedule type,
button to complete the interview date, and
process session times
Step 2) The employer can select
If the employer would like an Info Session for this schedule,
either an
they can select Yesexisting job,
here and be ortoadd
taken a new
the event job to link to this
request
schedule
form, after completing the schedule request.
request
Schedules - List
• New features in the employer Schedule List.

A linked info session box will now appear

below any schedule that has an info session.
Clicking on this link will take the employer to
the Info Session page.

Schedules now appear in 2 tabs, one for active or pending and

the second for inactive.
 Schedules – Request Approval
• Admins will now see a wizard when they
approve an employer schedule request.
Step 1
You can select which of
Step 3
the employer’s preferred
Step 2
interview dates you You can view which
would like to use timeslot template
your employer chose
If you selected a Timeline
and keep or change it.
Template in Step 1, this step will
There will also be a
already be populated! If not you
Configure Timeslots
Select the appropriate can enter in the dates and times
option at the bottom
timeline template for your timeline changes here!
of the page if you
Sessions will be automatically created based on selected Interview
here to save yourself
Dates prefer to use that.
some time on the nextand Timeslot Templates. You also have the option to Add
step! Sessions and Delete Sessions in this step.
Schedules – New Wizard
• There is also a wizard now for Admins when
creating a new schedule.

Step 2) allows you to enter

Step 4) will already
basic schedule information,
be populated if you
like Interview Date(s), and
chose a Timeline
Schedule Type. Also you can
Template in step 2. If
select Timeline and Timeslot
not, enter the correct
templates. You have the ability
Step 1) 5)isyou
thecan
same as or
previous versions dates for each
of Interfase.
In Step create delete sessions.to configure
Remember timeslots
thatt if you
Yousite
need timeline change.
your willto select the create
automatically correct organization
sessions don’t
baseduse or contact
onTimeslot
information
Templates.
to link
Step 3) is where you can link the
an schedule
existing
entered in 2. or to.
stepjob, add a new job. If you link an
existing job, use the boxes below to copy referral records to the preselect list
and choose the date to begin brining referrals over.
Schedules - Alerts
• An alert will appear at the top of any
schedule that is not prepared for students to
view it.

These messages will vary depending on the Schedule Type, this one is a
preselect schedule.
Schedules - Timelines
• Timeline Templates have been completely
overhauled to be much simpler to create and use!
To edit an existing template, select it from the
New Template:
drop down menu.
Give your new template a
name and schedule type, then
populate the signup methods
with the # of days before the
interview you want it to
change. NOTE: these
numbers must be negative to
Click here to add a new represent days BEFORE the
template. interview date.
This is a correctly populated new template.
 Schedules - Timelines
• Each Timeline Change is now it’s own field, allowing
you to set a date and time that it will change!

The Current Signup

Method field will
now auto-populate,
meaning that it
cannot be edited.
Schedules – Other Changes
• New Setting: Manage Preselects option can be
hidden from employer view until Request
Period Closed date.

• Selected Job ID and Title can now be viewed for

each student when Moving Preselects.
Schedules – Other Changes
• You now have the ability to un-require resumes in schedules!

• CSO can now default fields on the Session Profile for you!
Reporting – On-line Reports
• There is a new way to generate your
reports in real time!
The option to generate this new type of report will be available on both
new and saved reports

This type of report allows you to connect directly to the

record that you are reporting on!
Reporting - Schedules
• Calculated fields available for schedule reports,
as well as the ability to report on specific
timeline dates!
New Student Features
• Email Job to a Friend: Students can now send
jobs along to their friends, through your
Interfase site!
New Student Features
• My Starred Jobs: Allows students to track
their favorite Jobs through your site!
Green Star
Grey
This means that Starhas applied to
the student
thisThis means that
job through yourthe jobThese
site. has not yetwill
jobs
been appliedunder
also appear to or been chosen
the “My as a
Starred
favorite.Menu.
Favorites” When the student
If the views
student thethe
views
job
job they
they will
will see the option
be able to “Star
to see the As
referral
Favorite”
they sent the employer.

Gold Star
This means that the job has been selected as
a Favorite. The Student can now view this
job from the “My Starred Favorites” option
on the Left Navigation bar.
Event Registration Completeness
• An event registration will now need to be
completed by a user before it appears in the
admin pending bin.

Only registrations with Yes in the new submitted column will be

counted towards the Employer Registration Limit on your event.
Event Registration Completeness
• New Task List item for Employers and Students
who haven’t completed their registration yet.

Clicking on this task

will take the user to
their incomplete
registration, allowing
them to finish it
Survey Reporting
• You can now include survey results in your
Student, Contact and Faculty reports!
The completion date will appear in the report automatically, if
the survey is incomplete this will be noted in the same column

Note: Only surveys that

were taken using the
Pop-up in Interfase will
be able to be reported Each question in the survey will appear as a
column in your report.
on.
Automatic Inactivations
• Events and Schedules will now
automatically become “Inactive” after their
dates have passed.

If you would prefer to disable this function, just

set these to the blank option.
How can I learn more?
• Check out the v8.0 Video Tutorials
 Click on your Help menu, then scroll down to find the link to
the Tutorials page
• Have Questions?
 Call Support toll free at 866-705-4201 and press 1
 Email at support@csoresearch.com
 NEW: Help Desk information will appear below your account
summary box in Interfase!
• Want to review this PowerPoint?
 http://www.csoresearch.com/2010roundtables/
THANK YOU!
• Thank you for attending our CSO Regional
Roundtable today!