Replies posted by Melissa Balletta

4 Replies

Melissa Balletta
Beginner
Melissa BallettaBeginner
asked in Ask a Peer

Need tips on how you handle assigning staff to certain Organizations and Work Items

Thanks everyone! We ultimately have decided to allow everyone to be a standard user so they always have access to all contacts and don’t need to be assigned them if they are taking on a new client. It was the assigning and moving everyone that was making us crazy. Our previous view setting didn’t allow for the team to see ALL contacts so they had to be added to each one. 

5
Melissa Balletta
Beginner
1 year ago
Melissa Balletta
Beginner
Melissa BallettaBeginner
asked in Ask a Peer

Need tips on how you handle assigning staff to certain Organizations and Work Items

Thanks! I am hoping we can get some feedback to this because we are stumped. We currently have to individually assign each contact to the new team member handling their account. I am assuming maybe contact groups would address this but was hoping some organization as already figured this out.

5
Melissa Balletta
Beginner
1 year ago
Melissa Balletta
Beginner
Melissa BallettaBeginner
asked in Ask a Peer

Employee Personal Emails in Contacts

We do it for everyone. Our hiring process is in Karbon. We’ve seen two benefits from it: We stay on platform Every staff member goes through Karbon’s client-facing experience when they come on board, something none of the legacy staff have seen. The “contacts” are set to private when we create them for the first interview with an “Applicant” contact type.   We do this as well. We created a team called “recruiting team” that we only have a very select group that can view it. That team gets added to the contact as a “client team” and then we set to private. That way, when we offboard someone that may be on that recruiting team, their team assignment isn’t reassigned to someone else and the contact stays private.   We utilize one work item we created for the recruitment piece that the recruiter can message with the hiring manager if needed. That brings them into that work only for that one candidate. The client of that work is the candidate with the personal email address and

7
max
Sr. Karbon Community Guide
1 year ago
Melissa Balletta
Beginner
Melissa BallettaBeginner
asked in Ask a Peer

Employee Personal Emails in Contacts

Hi @Melissa Balletta, welcome to the Karbon community!! 😊 We have a similar workflow with our staff. What we do is mark the staff contact private like this: Not even the staff can see their own contact. Only managers and HR have access. We use it to send important emails that should go to the personal email address. We also add work to the contact like professional development plans and things that the manager should be tracking to make sure the staff are progressing at our company. Even if someone tries to add the email and make another contact, Karbon won’t allow it, and no one will see the contact unless they are given access. I’m not sure if that helps. I’m curious how others handle this situation.  We actually do the same. It is set to private and only those who have access to the HR group can access it. That included myself and the owner. However, our colleagues are still getting their personal email addresses in the contact list of some staff. I am not sure if it’s because a p

7
max
Sr. Karbon Community Guide
1 year ago

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