Account Cleanup

This service will connect you with a dedicated Implementation Manager to review the account setup with the scope the extent of data cleanup and the process needed. 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, and data process alignment. *Part of ClearCompany Professional Services, Contact your ClearCompany Representative for more information. 

In this article:
What are the benefits?
What's included?
Who's a good fit?

What are the benefits?

Benefits	Description
Get more out of your existing investment	Increase efficiency by using the system. Only have the data in your account that is relevant to your process and organization now.
More Meaningful Reports	The cleaner your inputs the cleaner your outputs! If you have a lot of outdated data in your account, that will reflect on your reports. Clean it up, so your reports only tell you relevant, current, meaningful information.
User Clarity	Ensure Hiring Managers only have relevant data points in the drop downs, so they are more likely to select the right answers when they request a job opening. Ensure you have your performance review templates are named appropriately, so you know which ones to use next review.

What's included?

Step	Description	Typical Time Frame
Dedicated Project Manager	You will be provided with an experienced Implementation Manager to guide and provide advice for a duration of up to four weeks on your data cleanup project.
Custom Project Plan	Your Implementation Manager will provide you with a customized project plan based on your data cleanup needs. This plan will have tasks, timelines and helpful links to guide you through the process of cleaning your data.
Cleanup Project Kickoff	On this call, review your pain points, goals and timeline. Then, we will present a project plan with an overview of the supporting documentation. The next steps will depend on your individual needs!	Week 1, 1-Hour Call
Up to Four Meetings Over a Set Amount of Time	You will have up to four calls over four weeks to cover the initiatives of the cleanup project. In these calls, you will discuss: Issues with your current set-up Best practices and other options for data setup The steps required for each cleanup task Where you are at in the project and what’s coming up next in the project How you would like to allocate your three hours of data assistant time.	Week 2-4, 1-hour call weekly
User and Permission Audit	Your implementation Manager will run a report from your account to list all of your active users and their permissions. You will adjust the report accordingly changing permissions and provide it back to your Implementation Manager to update in your account.	Week 1-2
Data Work	Included in this package is up to 3 hours of data cleanup time. This means that if you have a particularly big data cleanup task or lots of small things, our data assistants can help to do the heavy lifting. We will gather from you the specifics on what you need to be done and our data assistants will work in your account for up to three hours over a set amount of time to do the data cleanup. Additional hours can be purchased if needed.	Week 1-4, 3 hours
Project Wrap-Up Call	In this call, your Implementation Manager will provide you with tips and tricks for keeping your account up-to-date on an ongoing basis.	Week 4, 1 Hour call

Who's a good fit?

Are you an organization that... 

• Has data or electronic information that is no longer needed? 

• Has undergone a restructuring and needs to ensure alignment between business and tools?

• Has difficult to read reports due to miscellaneous data? 

View the attached document to look at this service.