Golden Hues CRM

What is This System?

Golden Hues CRM is a system that helps you:

Keep track of job candidates (people looking for jobs)
Record phone calls with candidates
Manage job openings
Set goals for your team
Create reports

Think of it like a digital filing cabinet where everything is organized and easy to find.

Four Types of Users

The system has 4 different types of users:

Admin (Manager) - The boss who can do everything
Team Leader - Manages a team of recruiters
SPOC - Manages job openings only
Associate - A recruiter who works with candidates

Each type of user can only see and do certain things in the system.

Admin (Manager)

Who are they? The owner, manager, or person in charge of everything.

What They Can Do:

Feature	Description
1. Dashboard	View comprehensive dashboard with all statistics, See total candidates, calls, and follow-ups, Monitor target achievements, View recent activities
2. Manage Clients	Add new client companies, Edit client information, Assign clients to jobs
3. Manage Job Openings	Add new job openings, Edit job information, Set how many positions are available
4. Manage Users	Create new Team Leaders, Associates, and SPOC users, Edit user information, Turn users on or off
5. See Everything	View all candidates from everyone, See all phone calls, Download all files, See all reports
6. Set Goals	Set targets for Team Leaders, Set targets for Associates, See how everyone is performing
7. Create Reports	Generate reports for the whole company, Export data to Excel, See all statistics
8. Manage Questions	Create questions to ask candidates, Set up screening questions for each job
9. Manage Profile	Update personal information (name, email, phone), Change password

What They Cannot Do:

❌ Cannot add candidates themselves (they can only view)
❌ Cannot make phone calls (they can only see call history)

Team Leader - The Team Manager

Who are they? Someone who manages a team of recruiters.

What They Can Do:

Feature	Description
1. Dashboard	View unified dashboard with Target Management (first section), See current month targets for all team members, View historical team performance, See team statistics, Monitor team activities
2. Manage Targets	Set monthly targets for each team member, Update target positions, Manage target assignments
3. Assign Jobs to Team	Give job openings to their team members, See which jobs each team member is working on
4. See Their Team's Work	View all candidates from their team members, See all phone calls made by their team, Download files uploaded by their team
5. Create Team Reports	Generate reports for their team only, View month-on-month performance for associates against targets, See month-on-month overall output by team against job codes, Export team data to Excel, See team statistics
6. Monitor Follow-ups	See which team members have follow-ups, Track missed follow-ups, See upcoming follow-ups
7. Manage Profile	Update personal information (name, email, phone), Change password

What They Cannot Do:

❌ Cannot manage job openings (only Admin and SPOC can)
❌ Cannot create new users
❌ Cannot see other teams' candidates
❌ Cannot manage client information
❌ Cannot create screening questions

SPOC - Job Opening Manager

Who are they? Someone who only manages job openings.

What They Can Do:

Feature	Description
1. Dashboard	View dashboard with job code statistics, See total job codes, active/inactive counts, Total positions, View recent job codes
2. Manage Job Openings	Add new job openings, Edit existing job openings, Set how many positions are available, Turn job openings on or off, See job opening statistics
3. Manage Profile	Update personal information (name, email, phone), Change password

What They Cannot Do:

❌ Cannot see candidates
❌ Cannot see phone calls
❌ Cannot assign jobs to people
❌ Cannot see reports
❌ Cannot create users
❌ Cannot manage client information

Note: SPOC users can ONLY manage job openings. They cannot do anything else in the system.

Associate - The Recruiter

Who are they? A recruiter who works with candidates.

What They Can Do:

Feature	Description
1. Dashboard	View unified dashboard with Target Achievement Board (shows all associates' performance for competition), See personal productivity stats, View recent candidates, See missed follow-ups, Track target achievement trends
2. Add Candidates	Add new candidates to the system, Edit information about their candidates, Update candidate status
3. Upload Files	Upload candidate resumes (PDF, Word, images), Upload certificates and documents, Download their uploaded files
4. Make Phone Calls	Record phone calls with candidates, Add notes about the call, Set follow-up dates, Answer screening questions
5. Manage Follow-ups	See their follow-up list, See missed follow-ups, Track upcoming follow-ups
6. View Their Work	See their own candidates, See their own statistics, See their target progress, View their performance reports
7. View Job Openings	See available job openings, See which jobs they are assigned to
8. Manage Profile	Update personal information (name, email, phone), Change password

What They Cannot Do:

❌ Cannot see other recruiters' candidates
❌ Cannot manage job openings
❌ Cannot set targets
❌ Cannot see team statistics
❌ Cannot create users
❌ Cannot export data

Quick Comparison Table

This table shows what each user type can do:

What Can They Do?	Admin	Team Leader	SPOC	Associate
Manage Clients	✅ Yes	❌ No	❌ No	❌ No
Manage Job Openings	✅ Yes	❌ No	✅ Yes	❌ No
Assign Jobs to People	✅ Yes	✅ Yes	❌ No	❌ No
Add/Edit Candidates	✅ View Only	✅ View Team	❌ No	✅ Own Only
Upload Files	✅ View All	✅ View Team	❌ No	✅ Own Only
Make Phone Calls	✅ View All	✅ View Team	❌ No	✅ Own Only
Create Users	✅ Yes	❌ No	❌ No	❌ No
Set Targets	✅ All Users	✅ Team Only	❌ No	❌ No
View Reports	✅ All Data	✅ Team Data	❌ No	✅ Own Data
Export Data	✅ All Data	✅ Team Data	❌ No	❌ No

What Data Can Each User See?

User Type	What They Can See	What They Cannot See
Admin (Manager)	✅ Everything - All data from all teams and all users	-
Team Leader	✅ Only their team - Can see data from their team members only	❌ Cannot see other teams - Cannot see data from other teams
SPOC	✅ Only job openings - Can only see and manage job openings	❌ Nothing else - Cannot see candidates, calls, or reports
Associate	✅ Only their own work - Can only see their own candidates, calls, and files	❌ Cannot see others' work - Cannot see other recruiters' data

Daily Tasks by Role

User Type	Common Daily Tasks
Admin (Manager)	Add new clients Create new users Set targets for everyone View all candidate information Generate company reports Export data to Excel
Team Leader	View dashboard with target management (first thing on login) Set monthly targets for team members Assign job openings to team members View team candidate performance Monitor team follow-ups Generate team reports (including month-on-month performance) Export team data
SPOC	View dashboard with job code statistics Add new job openings Edit existing job openings Update job information View job opening statistics
Associate	View dashboard with Target Achievement Board (default on login) See target leaderboard with all associates' performance Add new candidates Upload candidate resumes Make phone calls and take notes Set follow-up dates Update candidate information View their own statistics and reports

Important Things to Remember

Topic	Details
Privacy	Each user can only see what they are allowed to see. Associates cannot see other associates' candidates.
Job Assignments	Team Leaders can assign jobs to their team members. Admins can assign jobs to anyone.
File Uploads	Associates upload files. Team Leaders and Admins can view and download these files.
Phone Calls	Associates make calls. Team Leaders and Admins can view call history but cannot make calls.
Targets	Only Admins and Team Leaders can set targets. Associates can see their own targets and view a leaderboard showing all associates' performance for competition. Team Leaders see target management as the first section on their dashboard.
Reports	Admins see all company data, Team Leaders see only their team data (including month-on-month performance for associates against targets and month-on-month overall output by team against job codes), Associates see only their own data.
Job Openings	Only Admins and SPOC can manage job openings. Team Leaders cannot create or edit job openings.

Security Features

Security Feature	Description
Password Protection	Must enter username and password to login
Auto Logout	System logs you out after 1 hour of no activity
Limited Access	Each user only sees what they should see
Data Protection	All information is kept safe

Recent Updates

Update	Description
Unified Dashboards	All panels now have unified dashboards. Associates see Target Achievement Board as default with leaderboard showing all associates' performance. Team Leaders see Target Management as the first section on dashboard.
Profile Management	All users (Admin, Team Leader, Associate, SPOC) can now update their personal information and change passwords through their profile page.
Enhanced Reports	Team Leaders can now view month-on-month performance for associates against targets and month-on-month overall output by team against job codes.
Compact Design	All panels have been redesigned with smaller fonts and more compact layouts for better screen utilization and engagement.

Need Help?

If you have questions about what you can or cannot do, please contact jincy.

System Name: Golden Hues CRM
Version: Latest - V4
Last Updated: November 9, 2025