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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.
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.
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.
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.
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.
Client App
- Allow full self-service for clients
Timesheeting
- Submission and Approval: Streamline timesheet processes for both candidates and clients.
- Integrated Workflow: Link timesheet data with payroll and billing systems.
Terminal App
- designed to streamline on-site time capture across high-velocity staffing environments
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.
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
- Master Vendor: The primary agency (3B's client) managing the staffing process.
- Master Vendor Candidate: Candidates sourced directly by the master vendor.
- Client: The end client requiring staffing solutions.
- Sub-Vendor: Secondary agencies participating in the recruitment process.
- 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.
3B Product Updates and Platform Compatibility Policy
1. 3B Platform Dependency
3B products are built natively on the Salesforce Platform and depend on Salesforce-provided features, APIs, authentication models, and security frameworks. Bearing this in mind, Salesforce may introduce changes, deprecations, or enforcement actions at any time, including outside of major seasonal releases.As a result, 3B MUST periodically update its products to remain secure, supported, and compatible with the Salesforce Platform and to ensure the 3B products your business access and utilise is always up to date and secure.
2. Types of 3B Updates
a) Scheduled Product Upgrades:
3B delivers regular product upgrades aligned with Salesforce’s major annual release cycle (currently up to four releases per year). These may or may not be necessary product enhancements.
These upgrades may include:
- New functionality. This includes new features that were not available in the product before and enables your business to expand the use of the 3B software.
- Performance improvements. This includes enhancements being introduced into the product. This may mean that certain functionality your team has been using has changed or been enhanced.
- Deprecations of older behaviour. This includes functionality that requires a formal change.
- Alignment with Salesforce best practices. This includes push upgrades (patches) which is out of 3B's control and will require immediate action if linked to core 3B product architecture (ie security)
Advance notice and documentation will be provided to all clients, suppliers and partners. These will also be published on our 3B Know How page(s) for these stakeholders to review and action.
b) Security & Compliance Updates (Push Upgrades):
From time to time, Salesforce may require immediate changes to authentication, security, or platform behaviour (for example, enforcement of new app security models).
In such cases, 3B may deploy mandatory updates on shorter notice to:
- Maintain platform compatibility
- Meet Salesforce security requirements
- Protect customer data and system integrity
These updates may be applied outside the regular release schedule.
3. Communication & Documentation
For all upgrades, 3B will:
- Publish release notes and change documentation on our 3B KnowHow site
- Maintain a public change-log (currently available at 3bknowhow.com)
- Provide reasonable notice periods where Salesforce timelines allow. There might be instances where Salesforce pushes changes to the platform which is outside our control and we would need to align and push these changes to our clients at short notice.
For security-driven changes, notice periods may be shorter and dictated by Salesforce enforcement deadlines.
4. Customer Responsibilities
Customers are responsible for:
- Keeping their Salesforce org reasonably up to date and prioritising 3B product upgrades where necessary. It is 3B's recommendation to ensure that clients have a regular upgrade review schedule diarised (at least quarterly) to align to latest packages.
- Maintaining compatibility with supported versions of 3B products. Reviewing the 3B KnowHow site regularly (either by an internal Salesforce resource or support partner)
- Reviewing release notes and documentation provided on the 3B KnowHow site
- Addressing required configuration changes within their Salesforce org (including email templates, custom flows, permissions, or customisations) and keeping them updated in line with the latest 3B package requirements.
Where a customer remains on significantly older versions or has heavily customised configurations, additional work may be required to achieve compatibility. Please bear in mind that this could attract additional time, effort and costs.
5. Professional Services & Legacy Versions
Upgrades required solely to maintain compatibility with Salesforce platform changes are included in standard product maintenance only when customers are operating within supported versions. Where customers are multiple versions behind, or where upgrades require bespoke remediation due to customer-specific configurations, this work may require Professional Services and may be scoped separately.
6. No Guarantee of Backward Compatibility
While 3B endeavours to minimise disruption, backward compatibility with all historical versions cannot be guaranteed indefinitely, particularly where Salesforce deprecates or enforces changes at the platform level.
Authorization
For apps in 8.80+, refer to the article Onboarding Customers via External Authentication
Support Emails
support@3b4sf.com