Onboarding

"In this video, we will be going over the process of accepting your invite to the Sift platform, filling out your profile, and navigating the system. Before you can access Sift, you will need to accept the invite from your admin team that will look something similar to this here. Now please note, this invite does expire after seven days, so it is important that you accept it in a timely manner. If for any reason you do not, please reach out to your administration team and they'll be able to resend an invite to you with a fresh link. Simply click on the button and you will be asked to set a password. If the button does not work, use the link below, and copy and paste it into your browser.

After you have accepted your invite and set your password, you'll be brought to this page to complete your profile. To do so, simply click on get started, and it'll give you the option to either upload your LinkedIn resume or manually fill out your profile. Now just as a heads up, this screen is only accessible the very first you log in. So if you happen to skip the option to upload your LinkedIn resume and you opt to manually fill out your Profile, and then choose to wanna go back to upload your data via LinkedIn, please reach out to your administration team, and they'll be able to provide a reset link to bring you back to this page.

For the purpose of this video, we're gonna upload our LinkedIn resume. So to do so, click on the button that says upload LinkedIn resume. Now this step is very important. There are multiple ways that you can download your information from LinkedIn but we only support one method. To do so, as it states here, when you're on your profile, click on the more button, and then you'll see an option to save to pdf. If you use the build a resume option, it will not import properly and you will get an oh, no, oops error.

If you've successfully downloaded the correct file, it should look something very similar to this. Now, as you can see, it has a slate blue colored sidebar that has your contact information and top skills, and then the main body of the file your name, your summary, and your work experience. Also note, the file will be named "profile.pdf". If all of that is correct, you should be able to successfully upload your data via LinkedIn. Next, simply click on continue. And it will start the import process of your LinkedIn data. As you can see, it started to add in my LinkedIn information. It successfully imported my professional summary, my skills, education and experience. Simply click on continue to move forward through the next screens and verify that everything is correct.

As you can see, there are some things that needed to information. Typically, this is because the school you've entered isn't in our database, or if you've entered in job descriptions that see our character limit, it'll ask you to trim things down so that it fits accordingly. And that's it. Once you've completed an all of your information and verifying everything is correct. You should see a screen that looks very similar to this. Now, you're ready to access the platform and your Profile to continue adding in any additional information you want to provide. Your main Sift homepage will include the navigation links at the top.

Our Big Search bar for you to use when looking for a specific person or resource within your organization. Your recent search history to quickly access information you previously looked up, and the my team section, which will include everyone on your direct team and those who report to you. Now that you've completed your initial setup, you can continue to fill out your Profile by clicking on your name at the top right corner. This will take you directly into your Profile and allow you to fill in additional bits of information that your administration team has allowed you to fill in. Anything you see that has a pencil next to it is something that you have the ability to modify.

So for example, Reach Out To Me for, I can click on here and enter in any projects that I'm working on or anything that people should reach out to me for that I consider myself a subject matter expert in. I can also go in and modify information that's already been entered from that previous onboarding screen, such as my professional summary, for example, by clicking on the pencil mark and modifying the text here in this box and clicking save. And one of the main things you wanna do is make sure that your skills and additional information such as languages and interests and education are up to date.

Sift is very much a collaborative tool. While your administration team is bringing over basic information, such as your name, your phone number, your email address, your job title, your hire date, and so forth, you're responsible for filling in additional information such as your skills and languages and interests. This will make the platform as robust possible, making it easier to find the resource you're looking for. Next up is the Big Search bar. The Big Search bar at the top of your homepage is what you'll be primarily using when you want to look someone up in Sift. You can easily search by specific keywords or a combination keywords to see a list of results.

So for example, I can look up who works in accounting. And when I type in accounting, I can either click on search or hit enter. Here, it's giving me everybody that matches on the word accounting. So we see we have people with the title of accounting and also people in the department of accounting. Now say I wanna find someone who's in accounting and that works in the Denver office. So if I type in accounting and Denver, I can now hit enter and get a result that matches explicitly on the Office City and the Department of Accounting and Denver. Now, I've trimmed my list from multiple results down to four.

So you've just learned how to filter your results by typing in multiple keywords in the search bar. That's great if you only have one or two keywords that you're trying to search on, but if you have multiple, it could be a little more difficult to continuously type in a keyword and a keyword and a keyword. So I'm gonna show you a different way that you can do that. So we're gonna go back to our main search page here, and we're gonna look up accounting again. Now from here, we can see we have a hundred and three results. But if we want to trim it down a little bit more and search by Office City and Title and maybe a specific skill set, we can use this filters option here at the top.

So if we click on that, we can see that we have some options that we can filter by department, by specific teams, job titles, cities, and so forth. So we're already looking for accountant. So let's go to the job titles, and we wanna look for someone that is tax accountant because we have a specific question that's related to tax accounting. But now we wanna trim that down even further and see if we can find someone on a specific team, so we want to see someone in government relations. So now we're searching for tax accountant using accounting as our base keyword And we're looking for someone on the government relations team. So now we've filtered our results down to three people, and we can easily reach out to each person individually or as a group to ask whatever question that we have.

Outside of having an advanced people directory to be able to find the right resource needed as quickly as possible, second major feature of Sift is the Org Chart. This allows you to visually see the people that work at your company and who they report to from a hierarchy structure. You can view the Org Chart a few different ways. First and foremost is by clicking on the Org Chart link at the top of the page, and another option is when you're in your search results can click on the Org Chart icon next to the person displayed in your search results. Clicking on the main Org Chart link will automatically start with your card as the main focus, and it will draw a line showing your reporting structure. If you were to click on the Org Chart icon next to a person from your search results, it will start to focus on their card.

Once you're in the Org Chart, there's a few things you can do from here. You can use this "Search Org Chart" box to look for a specific person within the organization to see where they fall on the Org Chart. So if I wanna look up Christy Alves, for example, I can type in her name and select it from the drop down, and I can see this is where she is on the Org Chart, and I can the line to see who she reports to. Another neat feature is this "Highlight By" option. Clicking this allows you to highlight the cards a different color based on a specific attribute. This list can be populated in by your administration team to show virtually any attribute that's currently collected in your Sift instance.

We're gonna use department, for example, to see who resides in which department. As you can see, it's color coded the cards, and it shows a legend in the bottom right corner, so you can see what color represents which department. As you can see, everybody in Business Development is in blue, Sales is in purple, Engineering is in orange, Marketing is in red, and so on, and so forth. So aside from being able to color code the cards based on a specific attribute, you can choose which data appears on each individual card. To do so, click on "Card Content" and you can either uncheck or check off each of these boxes.

As you can see, as I'm going through and checking off and unchecking the boxes, the card content is changing. On each card, you will see three vertical dots to give you access to a few more options. You can "Expand All Reports", which will open up and expand all of the cards that flow up to the card you're currently on. Now just as a side note, this will only work if the person has two hundred or less people reporting to them. You can also do what's called a "Start From Here". Now what this does is it essentially puts the person at the top of the orc chart and will only show the people who report to them whilst omitting everyone else. This is very useful if you're looking to save or print the Org Chart for just a specific team or department within your organization.

You can also exclude a person from visually appearing on the Org Chart so that you can remove them if you wanted to save or print the Org Chart without having them appear. And finally, search for all reports will quickly bring you over to the directory results page and show everyone that to that specific person. Now if your administrators have allowed it, you may have the option to be able to print or save your results of the Org Chart. Printing and saving are up at the top here, and the difference between the two is pretty simple.

If you're printing the page, essentially it's going to take a screenshot of exactly what is currently on your screen. So if I were to hit the print button, it would only print out the options that are currently displayed on this screen. So as we can see, part of this card is cut off, and that's exact how it would show on the printed out version. However, if you were to download the Org Chart it will download everybody that is currently expanded into one file. So currently, it would show these three levels of the Org Chart in its entirety. If we were to have the entire Org Chart expanded, we would be able to save the entire Org Chart. Aside from the People Directory and the Org Chart, there are some additional features you have access to within Sift.

We have Analytics that will give you a graphical breakdown of your organization so you can see different things within the company structure. There are also Lists that allow you to create list of people to better organize your communications in your workforce. Think of this as quick access like bookmark. You can create a list for people that you reach out to on a regular basis or say you're working on a project. You can have a list of all the folks that are currently working that project with you as well so you can quickly access their Sift Profiles. There's also the notification bell, which will show you any required tasks that are out standing that your administration team would like you to complete. Clicking on these three dots at the top right will give you access to few other places within Sift.

There's the Settings, which really only gives you the ability to choose if you prefer to see the official photo that was imported in by your administration team, or if you want to show the custom photo by default that someone uploads to their Profile. There's also this Support link, which will allow you to reach out to your internal administration team if you find a discrepancy in your Profile. For example, your hire date is in correct. You can reach out to them using this form here to let them know, and they can change that in your record of truth, and it will update the next time they do a data sync.

You also have access to download a mobile app for Sift. All you need to do is put in your phone number and choose whether you're an iOS or an Android user, and it'll text you a link to the appropriate app store where you can download the application. And that's it. You've officially learned the ins and outs of Sift and can begin utilizing it on a regular basis. If you run into any issues or discrepancies with your imported data, we kindly ask that you reach out to your internal admins first and they can look into it for you. If they require assistance from us, they can reach out and we can work with them accordingly. We hope you enjoy Sift as much as we do. And as always, happy Sifting!