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About 3B

Welcome to 3B, a comprehensive Salesforce-native platform designed to automate and enhance recruitment operations for staffing agencies and end customers alike. Our suite of applications streamlines every aspect of the recruitment process, from candidate sourcing to workforce management. Below is a detailed overview of each component that makes up the 3B platform.

3B Forms

3B Forms is a dynamic form-building solution that allows you to create and publish customizable forms externally. Data collected through these forms is seamlessly integrated into Salesforce, enabling efficient data management and automation. Key uses include:

• Job Applications: Collect candidate information directly into your system.
• Reference Automation: Streamline the collection of references for candidate verification.
• Data Collection: Gather essential information for various business needs.
• Timesheet Approval: Simplify the submission and approval process for timesheets.
• Candidate Referrals: Facilitate the referral process to attract more talent.
• Bank and Detail Collection: Securely collect sensitive information like banking details.
• Surveys and Questionnaires: Obtain feedback and insights through customized forms.
• Lead and Case Collection: Capture leads and manage cases efficiently.

Versatility Beyond Staffing: While optimized for recruitment, 3B Forms is also effective in non-staffing contexts such as lead generation, customer service case collection, surveys, and more.

Changelog

3B Contract Lifecycle Management (CLM)

Our Contract Lifecycle Management suite includes several integrated applications that streamline document creation, signing, and collaboration.

3B Document Generation (Templates)

• Data Integration: Merge Salesforce data to create customized documents.
• Use Cases: Generate employment contracts, CVs, candidate summaries, and more.
• Output Options: Download documents as PDFs or send them for electronic signatures.
• Multi-Signer Support: Accommodate multiple signatories in a single document.

3B E-Signature (Documents)

• Document Upload: Incorporate existing PDF documents like government forms and client agreements.
• Data Merging: Populate documents with Salesforce data for personalized content.
• Digital Signing: Facilitate secure electronic signatures with support for multiple signers.
• Applications: Ideal for remote onboarding processes like I-9 verification and client agreements (MSA, SOW, MMSA, Schedule A).

3B Redlining

• Collaboration Tools: Assign collaborators with specific permissions for document editing.
• Editing Features: Edit, update, delete, comment, and highlight text within documents.
• Interface Familiarity: Utilizes an interface similar to Microsoft Word's Track Changes feature.
• Threaded Comments: Enable discussions and feedback directly within the document.

Versatility Beyond Staffing: While optimized for recruitment, 3B CLM is also effective in non-staffing contexts such as contract generation, CPQ, and more.

Changelog

3B Portals & Mobile Apps

3B Portals & Mobile Apps is a CMS-like drag-and-drop builder that leverages Tailwind CSS and components to create interactive web interfaces.

• PWA Development: Build Progressive Web Apps capable of pushing notifications to users.
• User Engagement: Provide clients, candidates, and sub-vendors with visually appealing and user-friendly interfaces.
• Customization: Tailor interfaces to meet specific branding and functional requirements.
• Alternative to Digital Experiences: Offers similar capabilities with a unique architecture.

Versatility Beyond Staffing: While optimized for recruitment, 3B Portals & Mobile Apps is also effective in non-staffing contexts as an alternative to Salesforce Digital Experiences.

Changelog

3B Onboarding

The 3B Onboarding module integrates Forms, CLM, and Portals to deliver a comprehensive compliance and credentialing solution.

Compliance Checks

• Rule Engine: Utilize an "if-this-then-that" engine to identify compliance gaps.
• Verification: Ensure right-to-work status, job compatibility, and adherence to health and safety regulations.
• Assignment: Automatically assign compliance rules based on identified gaps.

Job Boards & Applications

• Internal Job Posting: Advertise job openings on your website.
• Application Management: Accept and track applications, creating applicant records in Salesforce.
• ATS Compatibility: Works seamlessly with Salesforce-native Applicant Tracking Systems like Bullhorn, TargetRecruit, MySolution, and custom object models.

Integrations

• Background Checks: Integrate with services across the US, UK, and Australia.
• Identity Verification: Connect with providers like Yoti, TrustID, Onfido, and Amiqus.
• Legal Compliance: Support for services like e-Verify in the US and DBS checks in the UK.

Assessments Module

• Candidate Evaluation: Create timed and scored assessments.
• LMS Assembly: Combine assessments into a simple Learning Management System.
• Create NPS Surveys:

Document Management Module

• Credential Tracking: Issue document requests and manage candidate credentials.
• Rule Engine: Determine required documents using an "if-this-then-that" logic.

Interview Flow Management Module

• Guided Interviews: Develop structured interview processes for recruiters.
• Feedback Collection: Gather and score responses for analysis.
• Data Visualization: Display results in reports and dashboards to rank candidates.

Changelog

3B Workforce Management (WFM) Module

The 3B WFM Module is designed to manage onboarded candidates, facilitating efficient rostering and workforce management.

Shifts Calendar

• Shift Management: Schedule and oversee shifts, requirements, and job assignments.
• Smart Matching: Use a matching engine to align candidates with suitable shifts.

Candidate App

Part of the 3B Portals & Mobile Apps platform, the Candidate App empowers candidates to:

• Job Invitations: Receive and respond to job offers.
• Schedule Viewing: Access shift schedules and manage availability.
• Expense Submission: Submit expenses directly through the app.
• Shift Management: Handle shift breaks and clock in/out with GPS verification.
• Timesheet Approval: Approve timesheets via electronic signatures.
• Availability Management: Submit and manage availabilities.

Timesheeting

• Submission and Approval: Streamline timesheet processes for both candidates and clients.
• Integrated Workflow: Link timesheet data with payroll and billing systems.

Matching Engine

• Shift-Based Rules: Enforce rules like non-overlapping shifts, work hour limits, and mandatory breaks.
• Compliance Rules: Verify candidate credentials, skills, and qualifications against shift requirements.
• Compatibility Rules: Consider client feedback, Do Not Use (DNU) lists, and other factors to ensure optimal placements.

Changelog

3B Vendor Management System (VMS) Module

The 3B VMS Module allows clients to submit jobs through a client portal and enables sub-vendors to propose candidates. It supports two primary workflows:

Fully Autonomous VMS

• Client Control: Clients create jobs and search for vendors independently.
• Vendor Matching: Clients invite matched vendors and review their candidate proposals.
• Role of Master Vendor: No elevated privileges; operates on the same level as other vendors.

Manual VMS

• Master Vendor Management: The master vendor oversees job postings and vendor interactions.
• Sub-Vendor Collaboration: Master vendor invites sub-vendors to propose candidates.
• Candidate Vetting: Master vendor reviews and vets candidates before presenting them to the client.

Participants

1. Master Vendor: The primary agency (3B's client) managing the staffing process.
2. Master Vendor Candidate: Candidates sourced directly by the master vendor.
3. Client: The end client requiring staffing solutions.
4. Sub-Vendor: Secondary agencies participating in the recruitment process.
5. Sub-Vendor Candidate: Candidates proposed by sub-vendors.

Integration with Other Modules

• Onboarding: Utilize the Onboarding module for seamless sub-vendor and candidate onboarding.
• CLM for CV Presentations: Use 3B CLM to manage CVs and other candidate documentation.

Changelog

Authorization

3B is commited to providing secure applications. As such, we have implemented a new authorization mechanism.

At 3B, our mission is to provide an integrated platform that addresses all facets of the recruitment and staffing lifecycle. By leveraging the capabilities of Salesforce and our innovative applications, we empower agencies and end clients to operate more efficiently, effectively, and competitively.

For additional information or assistance with any of our modules, please explore our Knowledge Base or reach out to our support team.

Support Emails

support@3b4sf.com

Getting Started

• Installing 3B Docs
• Installing 3B Forms
• Installing 3B Onboarding

Quick Links

• 3B4SF