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Onboarding template mid level Sourcer

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First week

Please read our CODA Handbook:
Our Company Overview at Coda exists to give people a high level overview of what's happening throughout the company, with the ability to find details when they want to. If you ever have a question regarding a process, tool or a policy, you will probably find it here :).
If you need something for your computer, furniture, headphones, and things of that nature, please create a request to your Team Lead.

Day 1

Access to TeamSite

(Google Drive Account) / Microsoft Office
Outlook + Onedrive
MatcHR CODA Space
Login to Loxo ATS
Login to Trinsly email tool
slack account

Tasks

Login to Scrum meeting
Register in and Book a call with 1 colleagues for this week. Also, book a call with your social buddy using Outlook calendar.
One Drive - Review our file system
Trello & Scrum (intro with Dima)
Login to Zoom from Matchr email
Attend virtual team lunch :)
Register on and Watch a video about

Practice

Update your LinkedIn profile according to these
Book 2 calls with your colleagues
Plan your week in calendar and share with Team Lead
Create a test job in Loxo
Upload 10 profiles to Loxo via LOXO Extension

Day 2

Agenda

Introducing our Trello (Dima)
Learn how sourcer cooperate with recruiter in MatcHR (From Social Buddy)
Learn about our
Learn about
[Sourcing Strategy & Donor companies]
Learn how to use
Watch Dima's webinar about [why sourcing is great]

Practice

Create an intake form and sourcing strategy for a position you are working with
Create an intake form and sourcing strategy for a position you are working with
Add you tasks to Slack
Write Boolean search for Talent Sourcer role MatcHR and discuss

Day 3

Agenda

Read History of MatcHR & Go through HR Handbook main parts (skip tools for now)
Learn
Introduction Social Talent with Olga
Learn about sourcing on

Practice

Book a calendly call with Adriaan
Source 15 candidates for client + add them to intake form + description why they are good

Day 4

Agenda

Learn how to use
Learn how to use
Watch about X-ray / Boolean

Practice

Source 10 people on Linkedin with SalesQL one by one AND Upload those profiles to Loxo (with CSV upload)
Create a search in LinkedIn (at least for 50+ ppl) for your client, scrape with SalesQL and filter out false positives with your TL on evening call
Find 5-10 candidates via AmazingHiring
Schedule a call with Vika Kudina for outreach messages & Trinsly tool for Monday next week. (PS: you need to watch video about Trinsly before call with Vika)
Source 15 profiles for your clients using X-ray and all knowledge about Linkedin sourcing from this week and discuss with Team Lead

Day 5

Agenda

Join 5 sourcing related groups on
Learn on how to record video with
Learn
Learn about how we use

Practice

Add to salesQL 30 sourcers -> download it as CSV file -> rename correctly for DuxSoup -> send 15 connection invites with Duxsoup
Record video of how your DuxSoup sending connection via Loom
Send 15 invites with autotext expander
You will have a short quiz for this week please submit answers here:
Discuss with Team Lead on evening check-in pros and cons of sending connections via DuxSoup and AutotextExpander



Want to join us?

Interested to join as a Sourcer? We have several roles within sourcing open that could be a perfect fit 👇.
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