The Select Group Enabled Its Recruiters and Accelerated ATS Transformation With Whatfix
Technical services firm The Select Group (TSG) knew the challenges of transitioning to a new applicant tracking system (ATS). TSG invested in Whatfix’s digital adoption platform to enable its recruiters with in-app guidance and self-help support to accelerate transformation, support recruiters, and maximize its ATS ROI.
The Whatfix Difference
recruiters onboarded to Bullhorn each year.
self-help support for recruiters.
of Self Help searches successful, deflecting vast majority of ATS-related IT queries.
Director of Learning and Performance at TSG
The Select Group's Story
Modernizing its recruitment technology stack with Bullhorn ATS
By 2022, the HR software market is predicted to be valued at more than US$10 billion. But in spite of the heavy investment in technology, 73% of HR professionals say that tech did not change how they work, and eight out of 10 struggle to use technology efficiently.
The Select Group (TSG) is a technical services firm that offers clients fully-outsourced professional services, managed solutions, and project-based resources. They knew that transitioning to their new Applicant Tracking System (ATS), Bullhorn, would come with both benefits and challenges. So, while transitioning to Bullhorn, their learning and development (L&D) team was also looking for ways to ease those transition pains through moment-of-need training.
They invested in Whatfix, a digital adoption platform (DAP), to give their recruiters 24/7 access to real-time guidance and in-application, on-demand platform Flows. TSG also used the DAP to share company-wide best practices and enable recruiters to get answers to their questions autonomously.
Through digitizing their onboarding and training programs, TSG was able to speed up their new employees’ time to competency and help tenured employees and managers use Bullhorn more efficiently.
Enabling tenured recruiters with quick access to ATS-related information and training new recruiters
TSG’s mission is to “positively impact lives, one experience at a time.” To continue working toward their mission, TSG had to pivot into the digital era, which is why they invested in Bullhorn. But change is difficult and oftentimes painful — especially when it requires training new and existing employees to use new tools and systems.
To ease those transition pains, TSG needed a way to make their training more efficient and more accessible across geographies and all levels of seniority. They sought a digital alternative to flying all their new hires (hired every month with 175-200 people trained annually) to their headquarters in Raleigh, North Carolina, for their instructor-led training (ILT) and onboarding programs.
Just-in-time training and on-demand self-help support with Whatfix
While searching for different digital training solutions, Eric Castorina, Director of Learning and Performance at TSG, came across Whatfix. The DAP had all the features they were looking for in a training solution: fully digital in-application guidance, just-in-time training and support, and an easily searchable help.
TSG created Flows and help content for all their major Bullhorn business processes for both onboarding and training purposes. They had Flows for simple tasks, like how to change your password, and more complex ones, like how to create automated workflows.
Whatfix guided recruiters, no matter their career stage, to become more proficient with Bullhorn and, by extension, provide better client services. TSG housed their Flows and help content within Whatfix’s Self Help that could be accessed anytime within the Bullhorn application.
All users had to do was click on the Self Help tab on the right-hand side of their Bullhorn window, and a menu would appear with a list of helpful Flows and a search bar. Recruiters could find answers to their questions in two clicks or 10 seconds, which was especially useful when they were on calls and needed help at that moment. After initially setting up their training programs, TSG started experimenting with the Whatfix team on using their content within Self Help as a springboard for information that lives in other applications.
The Whatfix team worked with TSG to link relevant content within Self Help and TSG’s content repositories. That way, when a recruiter needed information, they would get a comprehensive list of valuable resources—including curated videos and eLearning modules—pointing them in the right direction.
TSG also used Whatfix Analytics to guide its content creation. Analytics showed TSG’s L&D team its recruiters’ successful and unsuccessful search queries. From there, the L&D team could identify unsuccessful search query trends and create the appropriate help content.
Accelerated ATS adoption across different business units and enabled recruiters to maximize process efficiency
The Flows TSG created helped recruiters using Bullhorn daily, as well as managers and C-suite employees using Bullhorn less frequently. Managers leveraged Whatfix for coaching and showing their teams how to do the job. They also used Whatfix to refresh their memory on Bullhorn processes and support their teams better.
Internal implementation engineers noted how much faster and simpler it was to build and deploy training content.
TSG also noticed their new employees, from fresh grads to more tenured, learned how to use Bullhorn and hit traditional milestones comparatively faster. With Whatfix DAP, new hires onboarded quicker, became more productive, and relied less on virtual ILT courses.
Recruiters used Self Help 411 times over about eight months, with 88.81% successful searches (8.81% higher than the industry standard). And with TSG continuing to create more Flows and help documents, the number of successful search queries keeps improving.
In addition to Flows and Self Help, TSG uses Pop-ups, information widgets that contain text, Flows, videos, surveys, or GIFs, for Bullhorn announcements and Flows demonstrating best practices. They also use Beacons to highlight important features that are easily overlooked.
The Select Group plans to keep using Whatfix in innovative ways to improve employee training and empower employees to deliver on their overall mission of helping others achieve their professional goals.
Adding a Task List for onboarding and expanding access to Whatfix beyond their recruiters (i.e. their sales teams) with Whatfix’s Role Segmentation feature are just a few.
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A digital adoption platform (DAP) overlays onto other software applications that provide in-app guidance and on-demand support to users. Admins use no-code editors to create, publish, and manage in-app content such as product tours, interactive walkthroughs, smart tips, task lists, and self-help wikis that help assist and guide users through applications in real-time.
Absolutely! You can sign up for a free trial to give Whatfix a test drive here.
Whatfix supports both cloud and on-premise implementations.
For our cloud offering, you only need to install our Whatfix Editor extension on Chrome or Firefox and you’re ready to get started. The user experience of our editor is so simple that you can create interactive guides easily, with no technical setup required.
We also offer full support on on-premise setups. Whatfix guides can be exported and deployed on your own web server with our on-premises export version.
Our customers use Whatfix for a variety of use cases, including:
- Supporting change and digital transformation efforts.
- Contextual employee training, onboarding, and performance support across your entire software applications and digital processes.
- Building UI elements such as product tours and walkthroughs for better user onboarding experiences.
- Creating self-help portals to provide end-users and customers with on-demand guidance and support.
- Building better employee and customer experiences through advanced product analytics and behavioral data.
Our customers range from SMBs, large enterprises, and Fortune 100 companies across verticals, including:
- SaaS companies
- eCommerce marketplaces
- Insurance companies
- Healthcare providers
- Media companies
…and many more – all solving their digital adoption challenges by empowering their employees, customers, and end-users with Whatfix.
See how Whatfix’s digital adoption platform empowers employees, customers, and end-users with contextual in-app guidance and on-demand self-support to fully realize their potential through technology adoption.