Knowledge Base

Vacancies & Advertising

• Eploy Multi-Poster
• ChatGPT
• The Eploy AdStore
• Indeed Apply

Quick Reference Guides

• Eploy Feature List
• Creating Skills - Quick Reference Guide
• Talent Pooling - Quick Reference Guide
• Recruitment Workflow Pipeline View - Quick Reference Guide
• Contacting Candidates and Contacts - Quick Reference Guide
• Terminology

Roles & Permissions

• Managing Data Access

Standard (Core System) Users

• Cant Log In? Things To Check

Hiring Manager Portal

• The Hiring Manager Portal
• Name Blind Recruitment
• Creating a Hiring Manager User
• Logging in to the Hiring Manager Portal
• Hiring Manager Portal - Change Log - v48

System Admin & Configuration

• Job Board Aggregators

Dashboards & Analytics

• Understanding Dashboards
• Starred Dashboards
• Creating a Metric
• Adding Widgets
• The Workflow Widget
• Understanding Date Controls

See all 10 articles

Working with Records

• Recruitment Milestones
• User Avatars
• Global Addresses
• My iCalendar
• Managing Skills
• The Bulk Action Tool

See all 9 articles

Queries, Quick Match and Advanced Filters

• Searching FAQs
• Creating a Query

Managing Candidate Records

• CV Parsing - Data Extraction
• Internal, Vendor & Previous Candidates

Candidate Portal

• Resetting Candidate Passwords

Content Management System

• Content Management System Glossary
• How To navigate my Content Management System (CMS)
• Creating an Entry in your CMS
• Adding Components to Web Pages

Managing Company Records

• Creating a Company Record

Managing Contact Records

• Editing a Contact

Form Flows

• What is a Form Flow?
• Building Form Flows - Overview Video

Structured Reviews

• What are Structured Reviews?

Using The Recruitment Workflow

• Recurring Interview Slots
• The Application Dialogue
• Accessing the Workflow
• Interview Slots
• Interview Slot Self-Selection
• Interviewing with Zoom / Teams

Managing Authorisation Workflows

• Authorisation at a Glance
• Creating & Accessing Workflows
• Managing Authorisation Stages
• Creating Transitions

Running Reports

• Tracker Reports
• Reporting On Organisational Structure
• The User Activity Export Report

Security Settings

• Candidate Registration Validation
• Having trouble logging in?

Consent Module

• Do I Delete or Anonymise a Record?
• The Consent Dashboard
• Data Consent Details
• Viewing Consent in the Core System
• Candidate Experience - Recording Consent

Email, SMS & Mail Merge

• Mail Merge Templates
• Sending Mailshots
• Sending Mail Merge in Bulk
• Unavailable Email Templates
• Email Tracking
• Merging to SMS

See all 7 articles

Rates & Timesheets

• Updating Pay Rates in Bulk
• Placement Admin
• Changing Placement Start Date
• Changing Placement End Date
• Eploy Restricted Hours Visa Breach Prevention Features

Rules, Imports & Exports

• What is an Export?
• What are Rules?
• The Company & Contact CSV Import
• Importing Candidates from CSV
• How do I know if the Export has ran?
• Managing Rules

See all 10 articles

Vendor (Agency) Portal

• Duplicate Checks and Candidate Ownership options in the Vendor Portal

EployMail

• The Auto-CV Import Mailbox
• Setting Up EployMail
• Accessing EployMail
• Linking EployMail to Eploy
• CV Importing with EployMail

Discover Forms

• Validate with Regular Expressions - FAQs
• Understanding Form Types
• Creating Discover Forms
• Adding Fields - Discover & Standard

Release Notes

• Innovations Version Update v52
• Innovations Version Update v51
• Innovations Version Update v50
• Innovations Version Update v49
• Innovations Version Update v48
• Innovations Version Update v47

See all 8 articles

The Employee Portal

• The Employee Portal
• Referrals As an Employee
• Promoting Internal Mobility

Hire Purpose 2023

• Hire Purpose 2023 - Keynote Speech