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Knowledge Base
 

  1. Eploy
  2. Knowledge Base

Please login via the “Help” Menu in your Eploy System to access our 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 drop us a line at support@eploy.co.uk.

Getting Started with Eploy

  • Step 1: The Eploymenu
  • Step 2: The Eploy Toolbar
  • Step 3: Changing The Layout
  • Step 4: Creating Candidates
  • Step 5: Adding Vacancies
  • Step 6: Adding Companies and Contacts
See all 19 articles

Setting up an eploy user - (Admin)

  • Creating a Standard User
  • Standard User Permissions
  • Configuring User Settings
  • My Signature
  • Accessing User Name & Passwords
  • Resetting Passwords
See all 10 articles

System Configuration (Admin)

  • Password & Security Settings
  • Eploy Restricted Hours Visa Breach Prevention Features
  • Application Influences
  • Sending emails through Eploy – SPF RECORDS
  • Customise Fields
  • Managing your Drop Down Lists
See all 7 articles

Eploy User Preferences

  • Registration & Application Notifications
  • My iCalendar
  • Understanding, Customising & Sharing your Global List
  • Managing your Pop-up Blocker

Discover Document Editor

  • Managing Existing Documents
  • Within the Document Editor
  • Creating & Editing Templates

Discover e-Signatures

  • Creating e-Signature Templates
  • Inserting Signable Merge Fields
  • Sending e-Signature Documents
  • e-Signature Notifications

Discover Application Screening and Feedback & Assessment Forms

  • Accessing the Form Modules
  • Building New Form Templates
  • Editing Forms & Adding Questions
  • Hints & Tips for Form Building
  • Application Screening Forms within Vacancies
  • Application Screening Forms on Vacancy Templates
See all 10 articles

Record Data

  • Merging Duplicate Candidates
  • CV Parsing - Data Extraction
  • Resetting Candidate Passwords
  • Internal, Vendor & Previous Candidates
  • Managing Skills
  • Admin CV Guide
See all 9 articles

Working with Records

  • Groups
  • The Multi-Edit Tool
  • Notify Users
  • Creating Relationships
  • Export to CSV

Creating Records

  • The Auto-CV Import Mailbox
  • The Company & Contact CSV Import
  • Creating & Managing Favourites

Searching Records

  • Searching FAQs
  • Sending Mailshots
  • The Google Social Search
  • Social Search Quick Links

Email, SMS and Mail Merge

  • Mail Merge Templates
  • Sending Mail Merge in Bulk
  • Unavailable Email Templates
  • Email Tracking
  • Merging to SMS
  • Purchasing System Credit
See all 7 articles

Vacancies & Workflow

  • Adding a New Vacancy
  • Workflow Correspondence
  • Workflow Automation
  • Managing your Sending Email Addresses
  • Using the Text Editor within Eploy
  • Job Posting
See all 8 articles

Authorisation Workflows

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

Placements & Timesheets

  • Placement Admin
  • Changing Placement Start Date
  • Changing Placement End Date
  • Authorising & Exporting Timesheets
  • Changing Rates against Placement
  • Updating Timesheet Rates
See all 7 articles

Reports

  • The User Activity Export Report
  • Reporting On Company Structure
  • Tracker Reports
  • Financial Reports
  • Application Summary CSV
  • The Workflow Report

Dashboards & Analytics

  • Copy Vs Sharing: Working with Team Dashboards
  • Reporting Admin Profiles
  • Creating a Metric
  • Dashboards & Widgets
  • Copy Dashboard
  • Target Templates
See all 7 articles

Widget Inspiration

  • Targets - Permanent Placements Created this Month - Team Trend
  • Widget Creation - Vacancies Created this Month - SnapStat
  • Live Vacancies by User Assigned - Pie Chart
  • Management - Actions created this month - Bar Chart
  • Application CVs sent by User - Bar Chart
  • Incomplete Actions this Month - Bar Chart
See all 13 articles

Opportunities

  • Creating your Opportunity Workflow
  • Adding New Opportunities
  • Opportunity Management
  • Opportunity Layout
  • Opportunity Filters

EployMail

  • Setting Up EployMail
  • Accessing EployMail
  • Linking EployMail to Eploy
  • Composing Emails in EployMail
  • CV Importing with EployMail

Technical

  • Eploy Datafeed & Search Handler
  • Import Tool & Data Synchronization API
  • Caller ID & Click to Dial
  • Trusted Sites
  • Disabling Compatibility Mode within Internet Explorer
  • Add Call Logs from Caller ID
See all 8 articles

Eploy Innovations

  • Eploy Innovations - April 2017
  • Eploy Innovations - September 2016
  • Eploy Innovations - May 2015
  • Eploy Innovations - October 2015
  • How to make the most of Eploy's latest Interface Updates

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Email:

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Website:

www.eploy.co.uk
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