Professional Services Overview

We help companies achieve their missions with software and best practices to plan, hire, retain, and engage A Players. These services allow organizations to work with a specialist in the area you need help with, and work with project Management expertise to help guide and drive you to success within a predetermined time frame. Customized packages are available to ensure your goals are met. In this article, we cover the services available.

In this article:
Integration Services
Reporting Services
Acquisition Enablement
Technical Account Audit
Custom TrainingBytes
Custom Webinar Trainings
Full or Half Day Onsite Training & Launch
Re-Implementation
Performance Readiness
Performance Tune-Up
Account Cleanup
Custom Data Walls
Sandbox Account
Custom Imports
One-off Services

Integration Services

Integration Items

Item	Description	Good Fit	Resources
CSV	A .CSV file serves as a convenient way to consolidate required information in one file. The file can be manually uploaded or entered into a third-party system. *The ability to upload the CSV file into a third-party system depends on whether or not that system supports this file format for data import.	This a great option if you want to consolidate your new hire data into a single file for your payroll team. The payroll team can key the information in the file into your payroll system.  This is a manual integration, you are a good fit if you: Have a third-party system that does not accept an SFTP  Do not have the budget for an automated integration Do not have the team internally to support the setup or long-term maintenance	CSV One Pager
SFTP	An SFTP serves as an automated way to send data securely to a specified server to synchronize information to a third-party system.	This a great option for you if you want to automate the sending of your new hire data to a third-party system.  This is an automated integration, you are a good fit if you:  Have a third-party system that can accept an SFTP  Have a team to support the setup and long-term maintenance	SFTP One Pager
Standard Candidate/Requisition Webhook	A webhook serves as an automated option to send data securely via an HTTPs call-back protocol when a specific event criteria is met. With the Standard Webhooks, the fields included are static and cannot be customized.	This a great option for you if you want to alert a third party when a candidate is added, updated, or deleted from ClearCompany and need to understand what data changed.  This is a great option if you want to alert a third-party system when a requisition is added or updated from ClearCompany and need to understand what data changed.	One Pager
Custom Webhook- Basic	A webhook serves as an automated option to send data securely via an HTTPs call-back protocol when a specific event criteria is met. The fields included in this webhook are customizable and can be determined by the client.  Data sources are dependent on the current functionality of the data export tool.	This a great option for you if you want to alert a third party when a candidate/new hire is moved into a specific workflow, when an onboarding packet reaches 100%, or when all new hire tasks are completed in an onboarding packet.	One Pager
Custom Webhook- Complex
Partner Integration Support		This a package specific for you if you are contracted directly with Modulus for custom integration.  This package includes a webhook or SFTP setup and API Support for Modulus’ Team during the Integration Implementation. This package also includes a dedicated resource from Shared Services to liaise directly with the client, IM, and Modulus.
Standard API Access	An API is a set of rules and protocols that allow different software applications to communicate and interact with each other. See below for more information regarding our REST and SOAP API’s. REST API: Representational State Transfer (REST) is an architectural style used for APIs. A RESTful web application uses secure HTTPs requests to update information (or resources) between a client and our servers. The request verbs used for our RESTful web services are GET, PUT, POST, and DELETE. SOAP API: Simple Object Access Protocol (SOAP) is a messaging protocol used to request and retrieve information. SOAP is OS and programming language agnostic.	The REST API is a good fit for you if you want to retrieve data (GET action in an API) for the following data points: Requisitions Candidates Departments/Offices Custom Fields Hiring Workflows The SOAP API is a good fit for you if you want access to completed onboarding packets and form data.	Rest API One Pager SOAP API One Pager
Standard API Access with Enhanced Support		This is a great fit for you if you have multiple integrations built to one or more of our API’s and these integrations are moderate to complex in nature.  Also, clients who have had concierge in the past due to integration complexities may be a good fit for this support instead.	Service Package One Pager
Priority Integration Support	This exclusive package grants clients access to an expedited support channel specifically dedicated to addressing questions and requests pertaining to their intricate account integrations.  By opting for this package, clients will benefit from a dedicated team of proficient integration specialists who will diligently familiarize themselves with the client's unique technical stack.

Reporting Services

Reporting Items

Item	Description	Good Fit	Resources
Custom Report	A custom report acts as a tool for gathering valuable insight and data related to specific aspects that are important to a particular client and is unavailable in our stock reporting options.		Custom Report One Pager
Data Lake for BI Reporting	A data lake serves as a means of storage for large amounts of raw data, allowing you to create customized reports, dashboards, and widgets, or even merge your ClearCompany data with data from other third-party sources.	This is a great option for you if you need access to all of the data in their ClearComapny System without restriction.  This is a good fit for you if you:  Have an analytics team who are familiar with data structure and MySQL coding.  Have a high need for custom reporting  Looking to combine ClearCompany data with data from another one of your systems.	Data Lakes One Pager
Reporting Refresh & Optimization Package	A ClearCompany Implementation Manager will work alongside you to review and optimize workflows, deep dive into underutilized functionality, and provide updated training to users.  A ClearCompany Reporting & Data Analyst will work with you to understand the purpose and goals of the custom report, define the data source required, and review the report with you once complete.	This is a good fit for you if you utilize, or need to begin utilizing,  custom reports in ClearCompany. Ensure the data in your system is clean, and are utilizing all functionality to its full potential.	Service Package One Pager

Implementation Services

Implementation Services Items

Service	Description	Good Fit	Resources
Custom Imports	Import historical candidate information or your current requisitions if you have a high volume. These are customized Candidate & Requisitions Imports from a Data File.	This is a good fit for you if you:  Want to bring your data from another system to ClearCompany Need your historical data in your account Want to reference candidates that have previously applied for jobs	Custom Imports One Pager
Acquisition Enablement	This is a package for organizations that acquire other businesses and need to onboard groups of employees accurately and efficiently into ClearCompany and any integrated payroll system.	This is a good fit for you if you:  Acquire other businesses frequently When the you acquire other businesses you have very little time to get the employees onboarded Need employees to complete onboarding paperwork after you acquire a business and want them to have a good experience with completing the paperwork. Struggle with the amount of data updates and administrative tasks associated with acquiring new businesses.	Acquisition Enablement One Pager
Technical Account Audit (Existing Customers)	Guided account audit for established, strategic clients who have identified pain points in their ClearCompany account setup. This may include clearing out setup assets, refining new ones, and learning features they don't have enabled in their current modules with the guidance of an IM. This service is delivered in up to 4, one-hour calls with an IM. The following is also included: Up to 2 hours of data cleanup/data entry Rollout training of new processes delivered in a one-hour webinar OR custom iorads.	This is a good fit for you if you:  Have cluttered setup assets including onboarding packets, offer letter templates, workflows, applications, interview scorecards, or custom fields. Want to optimize and simplify your account setup. Want to begin using additional features that you have access to including text to apply, interview scorecards, background checks, goals, and quality of hire/onboarding reviews.	Technical Account Audit One Pager
Custom TrainingBytes	Custom step-by-step tutorials on how to use ClearCompany based on your company’s specific processes and strategies. Evergreen, efficient training resource for end-users of ClearCompany.	This is a good fit for you if you:  Can’t coordinate all participants to join a webinar at the same time. Have detailed processes and want click-by-click documentation of these processes. Decentralized, and end-users need on-demand training of processes in ClearCompany. Maximize information retention through targeted walkthroughs instead of lengthy training recordings.	Custom TrainingBytes
Custom Webinar Trainings	Interactive, web-based training from a ClearCompany expert on topics including platform functionality, talent management best practices, the A-Method for Hiring, and more, all customized to your organization’s needs and goals.	This is a good fit for you if you:  Don't feel confident running training yourself Have lots of locations all around the country (in-person training not a good fit) Managers want to use the system but don’t know how Don't have a superuser	Custom Webinar Training One Pager
Full or Half Day Onsite Training & Launch	In-person training, implementation, or consulting covering a full range of talent management services. Give your teams the experience of getting first-hand guidance and assistance from a ClearCompany expert.	This is a good fit for you if you:  Most of your employees are at one location. Stressed the importance of relationship building with ClearCompany. Nervous about going live without someone by your side. Require in-person training due to lack of engaged attendees.	Full or Half Day Onsite Training & Launch One Pager
Re-Implementation	For client planning to implement new features or functionality or have a new HR representative that needs to know the ins and outs of how to use the ClearCompany platform and how it’s configured.	This is a good fit for you if you: Have a new recruiter/performance admin/superuser of the system that needs to learn all the details on how to use it and how it’s set up. Want to review your configuration of the system at the same time as re-learning/refreshing your understanding of the system. Hate your whole account and want to start again with the setup and learning of the ClearCompany system. Have had a high turnaround and don’t know why your account is set up the way it is.	Re-Implementation One Pager
Performance Readiness (Existing customers)	Customized consulting for clients who want to revise their annual review cycle or implement advanced performance management features. Performance Readiness is a service aimed at improving the client’s Performance Review experience year over year; incorporating feedback and analysis to make adjustments and ensure a successful, timely review cycle.	This is a good fit for you if you:  The review process is taking too long to complete and you have had a lot of negative feedback from managers/employees. Have a lot of outstanding/incomplete reviews from last year, and want to ensure that doesn’t happen again. Come from a completely paper process and got bare-bones up for round one reviews but now want to “revolutionize” your reviews.	Performance Readiness One Pager
Performance Tune-Up (Existing customers)	A refresh from last year. Aimed at smaller, less complex clients who just want help refreshing their memory and understanding of the functionality and updating content from last year and testing their new cycle. Does not include strategic coaching or help generating new content. More than Help Center videos but less than a strategic overhaul. Usually SMB clients.	This is a good fit for you if you:  Would like a guided, project approach to launching your reviews this year but don’t need to adjust much of the content. Don't need to change content much but can’t remember how to launch reviews.	Performance Tune-Up One Pager
Account Cleanup (Existing customers)	An Implementation Manager will review the account setup with the client to help them clear out old information in their ClearCompany account data. The package also includes up to 3 hours of actual data cleanup time from the Implementation Manager Assistant’s team on top of the project management element. Additional hours of data entry can be purchased. Cleanup tasks may include but are not limited to: sorting/re-organizing roles, user/permission audits, removing old templates and adding new ones, closing old requisitions, completing old goals etc.	This is a good fit for you if you:  If you have lots of data that is old/outdated/irrelevant. If you have changed your processes/org structure and a lot of the current data in your account is no longer applicable. Have some time and want to spend it cleaning up things in your account but are unsure where to start/how to do it. Your hiring managers are confused by all the different options they have in your drop-downs. Reports are really hard to read and get value from because there’s so much old data that no longer applies.	Account Cleanup One Pager
Custom Data Walls (Existing customers)	Apply granular controls over content visibility across your organization. Your implementation manager will help you analyze your business structure, design the data walls you need to alleviate data security and visibility concerns. This package also includes and audit and update of your user information.	This is a good fit for you if you:  Have just purchased data walls and want to know how to best set it up Needs data walls but it’s important it’s set up correctly. Hesitant to set up data walls on your own.	Custom Data Walls One Pager
Sandbox Account This package does not include any content loading or migration of content to live.	This service will provide the client with a Sandbox Account that is separate from their Production Account. This will be a place where they can build and test without having any impact on your Production Account. They will keep the account for the lifetime of their contract should they ever need to run tests outside of production.	This is a good fit for you if you:  Do not want to test in your own account.

One-Off Services & Pricing

Service	Description
Data Entry, Cleansing, or Formatting	Let us help you successfully move your data from your legacy system with comprehensive services to review and confirm the data to the ClearCompany platform.
Developer Time for Custom Work	If you have a complex setup, you can get additional support from a technical specialist who can help you to help you transfer your process or import data to ClearCompany.
Rush Implementation	If you need to get up and running right away, ClearCompany can create and deliver an expedited implementation plan to meet your needs.