3.1.
Create an Account
3.2.
Fill Account
3.3.
Setup Permissions
3.4.
Add users
3.5.
Setup your personal notifications
3.6.
Create Request
3.6.1.
Update dev status
3.6.2.
Update request status
3.6.3.
Describe rules if the request will be clo...
3.7.
Add Developers
3.8.
Searching requests
3.9.
Submit devs
3.9.1.
Tracking devs' status
3.10.
Validate potential partner
3.11.
Rules “Request documents”
3.12.
Reviews
(12)
To register the company’s account, press “Try it for free” and fill in the required data. You will receive an e-mail with registration confirmation.
If necessary, every user can request a demo by clicking “Contact us” and booking a free time slot to communicate with the platform’s administrator.
Fill out your account. Log in to your account, click the "Edit profile info" button, then fill in the following fields.
Upload logo
Add your company logo in .png, .jepg, and .jpg formats.
Company name
If necessary, you can change the name of the company. To do this, enter a new name in the “Company name” section and save the edits.
Privacy
Choose a configuration. You have the ability to choose which fields you want to show to third-party users.
Important. If you have already published a request, then information about the company becomes automatically available to all users.
About your company
Fill in the field with helpful information about the company. Add social networks so that users can familiarize themselves with their content.
Key technologies:
Specify in the field those technologies that are key in your company. In the future, you can configure the receipt of mailing about new requests based on this field.
Industries
Indicate in the field the industries in which your company specializes.
Headquarters
Indicate in the field the country or countries where your company is registered.
Documents
You can immediately download company documents in .pdf and docx formats. We suggest downloading the MSA, Exhibit, and NDA examples right away. This will help other organizations to immediately assess the possibility of cooperation from a legal point of view.
A helpful addition will be your rate card or a presentation with successful cases.
You may wait to attach documents. If necessary, users will have the opportunity to request additional documents from you by mail.
After making all the changes, click the “Save changes” button.
You have the opportunity to set the privacy of your company in your account. To do this, click “Edit profile info“ and “Configure” in the Privacy section.
1)
When the manager creates a new company on the Unbench platform, this company is displayed as Open.
The fields that must be displayed for other companies by default are: About us, Website, Technologies, Industry, Headquarters, and Documents. These fields contain the information the manager defined while registering the company.
2)
The newly created company can set the Permissions in the personal account:
Account -> General tab -> Edit profile info -> Privacy: “Configuration” button.
3)
After the manager clicks the “Configuration” button, the “Advanced privacy settings” modal window is opened:
The message “Please, select the tabs/fields which you want to hide from the other companies.” is displayed to the users.
The tabs and fields that the manager can configure for viewing are displayed as a checkbox list that contains the following tabs:
A)
Requests
B)
Managers
C)
Deals
D)
Reviews
E)
Bench
and the following fields: Name, About us, and Documents.
If the manager clicks the “Select all” button, all checkboxes will be automatically marked.
The “Unselect all’ button would unselect all checkboxes if they were marked.
4)
If the manager selects particular tabs/fields that have to be hidden from the other companies after clicking the “Update’ button and saving these changes, this information is not displayed to other`s companies.
5)
Documents field: The manager can hide the Documents field.
If the manager decides to hide the ‘Documents’ field, the ‘Request documents’ button is present on the company page(regardless of whether they added documents or not), and other companies can request them.
If the manager decides to make the documents visible to other companies and upload them, the uploaded Documents will be visible to other companies on the company page, and they can view them. If the manager does not upload these documents, the ‘Request documents’ button will be displayed instead of the documents.
You can add managers from your company to your personal account. They will also get access to the platform with the possibility to add candidates.
For this, click “Add manager,” fill in the required information about the user and choose the type of access: Admin, User. Guest. A new user will get an e-mail to finish the registration. To delete a user, click “Delete".
Types of access:
1)
Admin – full access to all platform functions with the possibility to add and delete new users.
2)
User – partial access without the ability to add and delete new users.
3)
Guest – can only review new requests.
Each manager can set up their own notifications. To do this, select the “icon next to your name and check the boxes next to the type of notifications you want to receive:
All - you will receive absolutely all notifications.
Only out-staffing projects - you will receive notifications only for out-staffing requests.
Only transfer projects - you will receive notifications only for transfer requests.
Next, you need to select the types of notifications. It is possible to select several types of notifications:
All - you will receive absolutely all notifications.
Notification about new requests - you will only receive notifications about new requests.
Reminder about updating requests - you will only receive notifications about updating requests
Message when the request is closed - you will only receive notifications that the request is closed.
Reminder about all open requests - you will only receive notifications about a reminder about all open requests.
The next step: the ability to choose notifications depending on the technologies you specialize in.
To add a new request, go to the “Requests” tab and click the “Add request” button. Then fill in the required information:
Request name: Specify the request name. We recommend you indicate the position for which a specialist is being sought and the client's country.
For example, Senior React.js Developer - Canada or Transfer project - MVP (React, Node) - Canada.
Type: select the request type:
Default - out staff requests for which you are ready to work under a subcontract / white label
Transfer - requests that you are ready to transfer to partners for a percentage or extra charge per hour of their specialist's work.
Direction: indicate in which direction you are looking for a specialist/specialists.
Technologies: indicate the technologies that are mandatory for a specialist.
Workload: indicate the expected workload for the specialist.
*When choosing a part-time download, we recommend that you specify the exact number of hours in the request body.
Position Level: Specify the level of the developer.
*if you need 2 Middle and Senior level specialists, we recommend creating two different requests to facilitate the process of obtaining candidates and their processing.
After filling in the request body, click the “Add” button.
A request titled “Waiting for approve” will appear in the Requests tab. Request moderation is 24 hours.
To make changes to the query, click on “Edit” in the Edit column.
To close the query, click “Close” in the Close column. After that, specify the reason for closing the request.
To view the responses to a query, click on the “Responses” icon in the Responses column.
The table will show the company that shared the candidate, their name, rate, key technology, resume, and current status. To change the current status of a candidate, click “Edit”:
INTERNAL: Communication - It is the first stage which means that candidate showed some interest.
INTERNAL: CV reviewed - After you receive the candidate information from the vendor, please check his CV.
INTERNAL: English checked - After you organize the English check, please choose status: If the candidate's English level meets the requirements, you can either Submit to tech dev for an interview or Submit to SM/DM for client consideration.
If the candidate's English level fails to meet the requirements, reject him due to his communication skills.
INTERNAL: HR Interview scheduled - After the English check, the manager has to organize an HR interview for a candidate.
INTERNAL: Call Skipped - Set this status if the candidate did not show up for the call from HR. After that, reject him Due to silence.
INTERNAL: Interviewed by HR. Set this status if the candidate has attended an HR interview.
INTERNAL: Submitted to tech specialist - After English Check or HR Interview, the manager has to organize an interview with a technical expert for a candidate.
INTERNAL: Tech interview scheduled - The manager has to Schedule a tech interview.
INTERNAL: Tech call skipped - Set this status if the candidate did not attend the technical interview. After that, reject him due to silence.
CLIENT: Submitted to Client - Set this status when the candidate is sent to the client.
CLIENT: Tech/Intro Interview - Set this status when the candidate went through a technical call with a client.
CLIENT: Test Task Processing - Set this status if the candidate is in the process of performing a test task for the client.
CLIENT: Test Task Reviewing - Set this status if the candidate completed the test task, and now it is being reviewed by the client.
CLIENT: Feedback received - Set this status when you receive feedback from a client.
CLIENT: Approved - Set this status when the client has approved the candidate.
OFFER: Made - Set this status when the candidate was offered a job on the project.
OFFER: Declined - Set this status if the candidate has declined the job offer on the project.
HIRED - Set this status after signing the exit.
STARTED - Set this status when the candidate started working on the project.
Lost
Since candidates are considering several projects at a time, we can also lose them at every step of the way.
If the candidate is no longer interested in any of our requests, mark him as Lost and choose the corresponding reason.
Reason of Lost:
1)
accepted another offer – a candidate accepted another proposition;
2)
the position didn't match the expectations of the candidate – the candidate does not like the position;
3)
due to test task – candidate does not want to do the test task;
4)
due to the long interview process – the candidate does not want to pass the required interview steps;
5)
stop considering the propositions;
6)
due to projects domain – the candidate does not like the domain of the client’s project;
7)
due to tech stack – candidate does not want to use project tech stack;
8)
due to counter-offe – the candidate was offered a project that he liked more;
9)
because of silent – candidates’ silent;
10)
due to client's time zone; – the timezone in which the client works is not suitable for the candidate;
11)
due to seniority level; – the candidate did not fit the seniority level;
12)
due to team structure – the candidate does not want to work in such a team;
13)
due to slow response from a client – Candidate does not want to consider project because client is slow to respond;
Rejected
Managers can reject candidates at every step of the way by pressing the Reject button.Please choose the corresponding reason of rejection.
Reason of reject:
1)
due to soft skills – a candidate has a low level of soft skills;
2)
overqualified – a candidate has higher skills than the position required;
3)
doesn't match the declared level;
4)
due to hard skills – a candidate has a low level of hard skills;
5)
not a fit – does not have relevant skills at all for the position;
6)
hired on their own – client hired devs onsite;
7)
client closed due to finance – client can not pay;
8)
accepted another offer – candidate accepted another offer;
9)
due to communication skills (English) – candidate has a low level of English communication skills;
10)
due to the client's silence – client's silent;
11)
the client chose another vendor – client chose not KITRUM;
12)
via bad test-task – candidate made bad test task;
13)
not now – client is not ready to hire now;
14)
too high rate – candidate has a high rate;
15)
too long notice period – candidate can not start earlier;
16)
the format of cooperation is not appropriate;
17)
irrelevant experience to position;
18)
due to location – candidate’s location;
19)
due to political reasons – candidate does not have a relevant political vision;
*We recommend changing the status of a candidate at least once every 3 days so that the sending company can understand the situation and plan the workload for their specialist
The “Status” column will display statuses on request:
Waiting for approval – the request has been sent for moderation.
Closed – the request is closed.
Open – the request is open.
Required improvement – the request needs improvement
All requests remain open for 30 days. After 1 month, if you do not renew the request, it will automatically close. To open the request again, click on the “Return” icon.
In the tab “Developers,” you can add your own pool of candidates. Click “Add developer,” fill in the required information and add a CV. After the data is saved, the candidate will appear on the list.
If necessary, you can edit the field by clicking “Edit”.
There is also a possibility to send the candidate for open relevant requests. For this, click “Send”, choose appropriate positions in the list, and fill-in-the-blank fields.
If you have selected the “Bench” candidate status, you can check the “Show in Bench table on company's page” box to display a free candidate profile on your company page. In this way, other users can see your candidates and offer them your request if you have not already responded.
You can find current requests in the “Requests” tab. To find relevant requests, use a search tool or filter offers by technologies, level of seniority, or workload preference.
The ASAP work requests are marked red and have a “fire” indicator.
After you have applied upon request, you will see a correspondent indicator with the specialist's name.
To send the candidate’s CV, go straight to the request, learn the description, and click “Apply Developer.”
Choose “Select Developer” in the popup to upload the specialist from your existing list or “Upload Developer” to upload a new developer from a computer or smartphone.
All specialists uploaded using the “Upload Developer” button are automatically entered into the developer pool in the personal account.
It is also possible to offer one candidate on multiple requests. The system offers suitable options automatically by stack set in the primer request. You can review the proposed requests using the indicator placed to the right of the inscription.
Fill in the remaining fields and click “Apply Developer.”
After sending the candidate to the request, you will have a chat with the responsible manager for further communication.
In the “Status” tab, every user can check the status of the candidate’s application. If a candidate was denied, you will find the reason why he wasn’t suitable for the position.
The Companies page contains cards of companies that are registered on the platform.
To quickly find a company with a relevant specialization, you can use the search or filter by technology function.
By clicking on the company card, you can get detailed information about it.
The Deals tab displays transactions with the company made through the platform and their status.
You can read reviews about the company in the Reviews tab or leave your own review.
If the company has not attached a document, but you want to see examples of documentation, click the “Request documents” button. After that, the company manager will receive a corresponding request and mail you examples of documents.
To leave a review about a company, you need to go to the “Reviews” tab, which is located on the company card on the “Companies” page.
Next, click the “Write a review” button and fill in the fields:
The average duration of projects - average duration of projects/project duration where you worked together.
Average developers´ English level.
Clients´ feedback - customer´s feedback in numerical form.
* If you have rated below 6 points, add a comment with a detailed description so that the moderator understands that the review is real.
Comments - tell us about the details of cooperation with the company.
After filling out the review, click the “Apply” button, and the review will be sent for moderation. Moderation can take up to 48 hours. If necessary, the moderator will send additional questions to clarify the details.
You also have the option to add an anonymous review. To do this, add a tick "Anonymus":
The process for agreeing to an anonymous review is no different.
