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Important Oorwin Terminologies
Most of the organizations today, tend to use terminologies such as accounts, contacts, leads, campaigns etc on a daily basis. This article will help you know the list of such terms and their meaning in Oorwin’s ATS, CRM & HRM. For your better understanding, I have divided the Oorwin terminologies according to the following modules:
- Generic
- CRM
- ATS
- HRM
So, let’s start with the generic Oorwin terminologies.
Generic
Following are few Oorwin terminologies you can get started with:
| Name | Definition |
|---|---|
| Accounts | Provides details of the client companies |
| Contacts | Stores the information of the point of contact of the accounts |
| Hot List | Stores the list of contacts you wish to communicate further |
| Tasks | Consists the list of items to be executed for an account |
| Document Templates | Helps you templatize various types of documents |
| Reports | Provides detailed insights on the various leads, sales, accounts |
| Marketplace | Find all the 3rd party app integrations here |
Next, in this article on Oorwin Terminologies, let us look at a few terms and definitions you will find in Oorwin CRM.
CRM
Oorwin CRM has the following terms used in the portal.
| Name | Definition | |
|---|---|---|
| Leads | Refers to a person who may eventually become a client | |
| Open | This type of lead means that nobody has reached out the person to discuss the proposal | |
| In Progress | This type of lead means that someone from the internal team is already in touch with this person | |
| Close Out – Converted | This type of lead indicates a sales success and has been converted to a client | |
| Close Out – Not Converted | This type of lead indicates that the person wasn’t interested in the business proposal after discussion | |
| Opportunities | Refers to business that may eventually become a client. From the opportunity, we identify a lead whom we get in touch with to discuss the proposal. | |
| Open | Refers to the type of opportunity, with whom we haven’t got in touch with | |
| In Progress | Refers to the type of opportunity, with whom we have got in touch and the | |
| Close Out | Refers to the type of opportunity, with whom we have got in touch and either the deal is closed/not. | |
| Campaigns | Contains a planned set of activities to attract new opportunities for the business | |
| Sales Campaigns | Refers to those the type of campaigns where the motive is to sell an internal product | |
| Job Campaigns | Refers to those the type of campaigns where the motive is to attract job seekers to fill in the company positions | |
| Campaign Templates | Design a template according to campaign requirements and add a list of the target audiences to execute the campaigns | |
ATS
Now, let me take you through a few terms and definitions you will find in Oorwin’s ATS.
| Name | Definition |
|---|---|
| Jobs | Shows the details of all the available jobs, the recruiters and account managers handling them |
| Candidates | Provides the details of the candidates applying for the open positions including their resume, contact details, social profiles etc. |
| Submissions | Provides the list of submissions of candidates submitted for a particular job |
| Resource Pool | Find all the details of the bench candidates |
| Perm Placements | Stores the details of those types of candidates who are placed in the company for full-time roles |
| Training | Provides you an option to create a training based on the requirements and add the attendees to it. |
| Harvesting | Harvest resumes from emails, browsers, job boards. |
| Job Grabber | Creates automated job search bots to find jobs for resource pool candidates. |
| Job Boards | Provides a list of 3rd party job posting apps you can integrate with |
| Job Pipelines | Provides details of pipeline candidate who is good enough for client or internal submission |
| Parse Resume | Parse resumes from websites, job boards, career sites, social media, etc. |
| Agents | Provides an opportunity to display the details of the pool candidates based on the keywords. |
HRM
Finally, in this article about Oorwin terminologies, let me take you through a few terms and definitions you will find in our HRMS.
| Name | Definition |
|---|---|
| Employees | Provides the list of employees and their details in your organization |
| Assignments | Consolidates the assignment details given to the candidates during the hiring process |
| Timesheets | Shows the details of the time spent by each candidate on an assignment |
| Expenses | Provides the details of the expenses spent by each employee in an organization |
| Invoices | Stores the details of all invoices raised and the amounts to be processed |
| Bills & Payments | Has a list of bills and payments |
| Tasks | Contains the list of items to be executed by the HR team |
| Documents | Consolidates all the employee documents and policies |
| Onboarding | Helps in the onboarding of an employee |
| Offboarding | Refers to the exit management of an employee |
| Attendance | Manages the attendance details, pending leaves, upcoming holidays, shift details, etc. |
| I9 | Helps in streamlining the employee eligibility verification process |
| Employee Reporting Structure | Streamlines the reporting structure of an employee |
| Organization Hierarchy | Displays the organizational hierarchy at top-level management |
| Referral Portal | Provides an option for the employees to refer their friends, colleagues for an open position in their current organization |
With this, we come to an end to this list on Oorwin Terminologies. You can refer to more such terms in Oorwin Products Glossary here. If you are interested to know more about Oorwin’s products, take a product tour today or contact us on +91-8977801805 / USA: +1877-766-7946 to talk to our product advisors.
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