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Automation Ideas Portal
Status In Discovery
Created by Guest
Created on Jan 10, 2023

Franchise referrals

Problem:

Currently a spreadsheet is sent to the recruiters from the recruitments CRM once a month with the joiner details from the previous month and the referral details of any. The recruiters will then check this and reformat it into a second spreadsheet. This is then sent to the commissions team who then input this data into a third spreadsheet ready to be imputed into GP at month end for the referral payments to be made to the referring TC.

Justification:

Many spreadsheets used to reformat a basic data entry task.

Requirements:

  • Data pulled from FW CRM on the 25th of each month.

  • Data inputted in GP

  • Data needed to transfer

    • Name of referring TC

    • Name of referred TC

    • Referral amount (£1000)

    • Start date of referred TC

Metrics:

Each referral takes 10 minutes to process. We have around 60 per year.

0.018FTE


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