Routines for healthcare staffing firms.
Browse Forge's routines, custom built for the staffing and consulting industry. Pick one or many, and let Jane execute the work end to end.
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41 routines
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Sales 6
Direct Facility Openings
Reach facilities whose jobs you never receive
Morning Buying Signals
Start each morning with companies ready to buy
Contact Job Change Alerts
Follow every client contact to their new job
Prospect Reply Booking
Never leave a prospect reply waiting
Client Meeting Brief
Walk into every client meeting already briefed
LinkedIn Posts from Meetings
Post on LinkedIn from what you said in meetings
Recruiting 15
Axuall Provider Lists
Search every specialty from one Bullhorn list
Advanced Practice Provider Lists
Place physician assistants by specialty
Provider Hot List
Call available providers when a job opens
Rare Skill Candidate Search
Know everyone who has the skill you need
Weekly Specialty Job Digest
Keep each specialty hearing about your jobs
New Job Fit Scoring
Work the best jobs first
After Hours Shortlist
Wake up to a shortlist on overnight jobs
Passive Candidate Campaign
Reach passive candidates on every new job
Vendor Portal Job Intake
Work every portal job from your own database
Contact Detail Check
Reach every candidate on a working number
Warm Candidate Pool
Have candidates ready before the client calls
Past Candidate Reconnect
Bring quiet candidates back to jobs they want
Lookalike Candidate Search
Call more people like the ones who advanced
Candidate Reply Handling
See every candidate reply logged and answered
New Job Shortlist
Open every new job with the best people ranked
Placements 8
State Licence Check
Present only providers with a verified licence
Provider Submission Packet
Submit providers with nothing missing
Provider Credential Renewals
Keep every provider's credentials current
Provider Travel and Housing
Know travel and housing are requested
Right to Represent Check
Submit only with a right to represent in date
Pre Call Candidate Check
Know the red flags before you call
Submission Deadline Watch
Never miss a client's submission deadline
New Hire Onboarding
Start every placement with the paperwork done
Finance 5
Bill and Pay Rates
Quote every job with a rate that holds margin
Pay Period Payroll Preparation
Run payroll with the hours already checked
Missing Timesheet Chase
Close payroll with every timesheet in
Timesheet to Invoice
Bill every signed timesheet in QuickBooks
Overdue Invoice Collections
Keep every overdue invoice followed up
Operations 7
New Job Routing
Hand every new job to the right recruiter
Unworked Job Alerts
Never let an open job sit unworked
Weekly Results Report
See the week's placements every Thursday
Candidate Record Updates
Trust every candidate record after a call
Client Activity Log
Find every client conversation in your database
Auto Sorted Inbox
Start the day with an inbox already sorted
Team Morning Briefing
Start each day knowing what is due