🔍 Articles in This Section

Please use the following list to see additional internal articles regarding the SuccessFactors integration:

• (Internal) Agency Portal (📍you are here)

📖 Customer-facing Resources

• none

Summary

Overview / Strategy

• Short description of the product/feature (max 2-3 sentences)
• Why is this advantageous for Gem? (adoption, stickiness, retention, perception)
• Why is this helpful for our users? (pain points, use cases, etc)
• What hypotheses are we trying to test?

Who is this for?

• Target persona
• Target customer segment
• STFF
• In-house teams who use STFF/agencies

Eligibility

• Which ATS
• any of the ATS’s that we have deep sync for
• Gem package tier?
• for now, we will offer it to anyone, regardless of their package
• Additional pricing?
• free for now while we find PMF, using as a renewal tactic

Launch timeframe

Designs

Hackathon file - so do not share with customers — this has some pieces that have been designed but not built https://www.figma.com/file/IWiH5u3JCBA13TjR0L1DsV/%F0%9F%A4%9D-Agency-Portal-(Hackathon-Q1-2023)?type=design&node-id=928%3A14914&t=uw2dtQoKrFNwYr9s-1

Success Definition

What does success look like for this MVP? How will we know whether we’ve proven/disproven our hypothesis?

Functional &Technical requirements

Primarily for eng, prod, design to flesh out detailed requirements for what’s in-scope and out-of-scope for this particular MVP/iteration of the product.

Currently tracking TODOs and future work here:

+Agency Portal MVP: detailed eng roadmap

FutureRoadmap

• What is out of scope now, but pretty clearly on our fast-follow list?
• What is more medium-term (fairly clear path to it, but just not now)
• What is long-term? (likely a feature to pursue but needs more customer input)

AnalyticsTracking

How are we going to track this feature and its adoption?

• Use the database! Talk to early customers!

Customer Research

Agency Portal - Discovery Questions

Agency basics

1. What kinds of client companies do you work with?
1. What industry (tech, finance, healthcare / etc)?
2. What size of company (for startups: seed, series A/B/C; for non-startups: SMB, MM, etc)
2. What types of roles do you work on?
3. Is your agency’s style closer to:
1. Embedded / RPO (function like an inhouse full-cycle recruiter)
2. Search Firm / Recruitment Firm (specialized, higher touch)
3. Staffing Agency (higher volume, lower touch)
4. At what stage of the process do you hand the candidate over to the client?

Agency Process

1. How do you submit candidates to your clients? Walk us through the process.
1. Any required questions from clients? What info is most important in a submission?
2. How do you keep track of candidates once they’re interviewing with a client?
3. When / how do you get feedback about candidates, to calibrate on who to submit?
4. How do you keep track of which candidates are interviewing where?

Inhouse Basics

1. How often do you use agencies / how many do you work with?
2. Who owns the relationship with agencies? Indiv recruiters on jobs? HMs? Someone else?
3. How and when do you decide to bring on an agency for a role?

Inhouse Process

1. How do agencies submit candidates to you?
1. Any required questions? What info is most important?
2. How do you prevent duplicates / make sure you weren’t already talking to submitted cands?
2. Who does the initial review of these candidates? When/where/how do they do it?
3. Do you send feedback to agencies about rejected candidates? How?
4. How do you keep agencies up to date on candidate progress as they interview?
5. Is there a place where you can track agency relationships / see how agencies are performing?

Overall / Current state

1. What is your workflow today?
1. With Agencies
2. With Clients
2. What tools/products do you use?
3. What painpoints do you have in your process today?
4. If you could magically improve your process what would it look like?

Technical / Process details

1. Do you have access to the client’s ATS?
1. // Do you give the Agency access to your ATS?
2. What information does the Agency have access to in the Client’s ATS?
3. What can the Agency edit in the Client’s ATS?
4. What is the candidate calibration process like?
5. What does a candidate summary look like when the Agency submits a candidate to the Client?

• Summary
• Overview / Strategy
• Who is this for?
• Eligibility
• Launch timeframe
• Designs
• Success Definition
• Functional &Technical requirements
• FutureRoadmap
• AnalyticsTracking
• Customer Research
• Agency Portal - Discovery Questions