Knowledge Base
Welcome to the Eploy Knowledge Base, a library of user-guides and help documents to take you step by step through how to set up and use Eploy. Just as we have developed Eploy from customer feedback, our Knowledge Base has been built from requests for support and frequently asked questions. If there is a subject that isn’t covered in the Knowledge Base that you and other users would benefit from, please get in touch via at success@eploy.co.uk.
Vacancies & Advertising
Quick Reference Guides
Roles & Permissions
Standard (Core System) Users
Hiring Manager Portal
System Admin & Configuration
Dashboards & Analytics
- Understanding Dashboards
- Starred Dashboards
- Creating a Metric
- Adding Widgets
- The Workflow Widget
- Understanding Date Controls
Working with Records
- Recruitment Milestones
- User Avatars
- Global Addresses
- My iCalendar
- Managing Skills
- The Bulk Action Tool
Queries, Quick Match and Advanced Filters
Managing Candidate Records
Candidate Portal
Managing Company Records
Managing Contact Records
Form Flows
Structured Reviews
Using The Recruitment Workflow
Managing Authorisation Workflows
Running Reports
Security Settings
Consent Module
Email, SMS & Mail Merge
- Mail Merge Templates
- Sending Mailshots
- Sending Mail Merge in Bulk
- Unavailable Email Templates
- Email Tracking
- Merging to SMS
Rates & Timesheets
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