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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.

Eploy Basics

  • Logging in to Eploy
  • Terminology
  • Eploy Core System Overview - An introduction to the Core System interface
  • The Search Tool
  • Eploy Core System Process Overview
  • Creating a Vacancy from a Template in the Core System
See all 11 articles

Eploy Intermediate

  • Viewing Records
  • Filtering Records
  • History & Favourites
  • Creating and using Groups
  • Simple vs Detailed View
  • The Layout Button
See all 17 articles

Hiring Manager Portal

  • Hiring Manager Portal Overview
  • Logging in to the Hiring Manager Portal
  • Updating Passwords and Regional Settings
  • Hiring Manager Portal Dashboards
  • Raising a Vacancy from a Template and Sending for Authorisation
  • The Vacancies Page
See all 21 articles

Managing Recruitment Workflows

  • What is a Recruitment Workflow?
  • Viewing and Editing Recruitment Workflows
  • Before creating or editing your Recruitment Workflow, read this...
  • Creating a New Recruitment Workflow - Workflow Settings
  • Workflow Stage Settings - Stage Details
  • Workflow Stage Settings - Notifications
See all 10 articles

Managing Authorisation Workflows

  • What is an Authorisation Workflow?
  • Viewing and Editing Authorisation Workflows
  • Before creating or editing an Authorisation Workflow - read this...
  • Creating a new Authorisation Workflow - Workflow Settings
  • Authorisation Workflow Settings - Filter
  • Authorisation Workflow Stages - Authorisation Stages
See all 7 articles

Form Flows

  • What is a Form Flow?
  • Viewing and Understanding a Form Flow
  • Before creating or editing a Form Flow, read this...
  • The Flow Details Page
  • Testing your Form Flow

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

Candidate Portal

  • Registering as a Candidate
  • Data Protection - Managing Consent and Contact Preferences
  • Updating the Candidate Profile and Adding a CV
  • Uploading Files to the Candidate Profile
  • Viewing Your Applications
  • Saved Vacancies
See all 8 articles

Vendor (Agency) Portal

  • Logging in to the Vendor Portal
  • Vendor Portal Overview
  • Viewing Vacancies in the Vendor Portal
  • Submitting a Candidate and Application in the Vendor Portal
  • Same Candidate, New Application - Vendor Portal
  • Viewing Applications - Vendor Portal
See all 10 articles

Managing Company Records

  • What is a Company Record?
  • Viewing Company Records
  • Creating a Company Record
  • Updating Company Details
  • The Company Summary
  • Managing Company Files
See all 8 articles

Managing Contact Records

  • What is a Contact record?
  • Accessing Contact Records
  • Creating a Contact
  • Editing a Contact
  • Tabs within the Contact Record
  • Sending an Email or SMS to a Contact

Managing Vacancy Records

  • Viewing Vacancies
  • Creating a Vacancy Template
  • Vacancy Authorisation
  • Editing Vacancy Details
  • Changing the Company or Contact against a Vacancy
  • Adding Hiring Mangers to a Vacancy
See all 8 articles

Managing Candidate Records

  • Viewing and Updating Candidate Records
  • Creating a Candidate in the Core System
  • Creating a Candidate from a CV
  • Creating multiple Candidates using the CV Import Mailbox
  • Adding/Replacing a Candidate CV and Extracting the Data
  • Contacting a Candidate

Managing Placement Records

  • What is a Placement?
  • Creating a Placement (Making an Offer)
  • Placement Authorisation in the Core System
  • Amending/Editing a Placement
  • Creating an Offer Letter and Contract

Customising Fields

  • What can I customise?
  • What's the difference between a Standard Field and a Custom Field?
  • Understanding Field Filters and Layout
  • Customising a Field

Rules

  • What are Rules?
  • Managing Rules

Imports and Exports

  • What is an Export?
  • How do I know if the Export has ran?
  • Can I force an Export to run?
  • What is an Import?
  • Configuring API Imports
  • Viewing Imported Data

Contact Templates

  • Contact Template categories and when to use them
  • Creating and editing an email and SMS merge template

Hiring Manager Users

  • Managing Hiring Managers - FAQs
  • Creating a Hiring Manager User
  • Hiring Manager (Client) Permissions
  • Hiring Manager Signatures

Identifying Suitable Candidates using Quick Match and the Query Builder

  • Using Quick Match
  • Refining Quick Matched Candidates using the Query Builder
  • Adding Candidates to the Long List

Vendor (Agency) Users

  • Before Creating New Vendor Users, read this...
  • Creating a Vendor User
  • Vendor User Permissions

Using the Long List

  • What is the Long List?
  • Reviewing Long Listed Candidates

Filtering Records

  • Understanding Filter Options
  • Using the Simple Filters
  • Using Dynamic Filters
  • Using Advanced Filters

Security Settings

  • 2 Factor Authentication (2FA)
  • Portal Configuration
  • Permitted IP Access
  • Configuring Single Sign On
  • Social Logins
  • Lockout Policy
See all 7 articles

Validate Emails

  • What is / Why would I Validate Emails?
  • Using Validate Emails

Managing Drop Down Lists

  • What are Drop Down Lists?
  • Can I create a new Drop Down List?
  • Implications of Editing Drop Down Lists
  • Editing a Drop Down List

Managing Candidates and Contacts where Consent has Expired or been Withdrawn

  • Do I Delete or Anonymise a Record?
  • Identifying Candidates whose Consent has Expired or been Withdrawn
  • Deleting and Anonymising Candidates and Contacts
  • Reactivating Records with expired Consent

Creating and Managing Skills

  • The Skills Report
  • Assigning Skills to a Company and Contact
  • Assigning Skills to a Candidate
  • Assigning Skills to a Vacancy
  • Managing Skills and Synonyms
  • What are Skills?

Training Webinars

  • Eploy & Equiniti Partnership Webinar
  • Optimising your Recruitment Workflows
  • Managing Consent
  • Dashboards, Widgets and Metrics
  • Introduction to Talent Pooling and Skills in Eploy

Consent Module

  • Pre-Requisites
  • Setting up the Consent Module
  • Exclusions
  • Preferences and System Checks
  • Viewing Consent in the Core System
  • Candidate Experience - Recording Consent

Quick Reference Guides

  • Creating Skills - Quick Reference Guide
  • Talent Pooling - Quick Reference Guide
  • Recruitment Workflow Pipeline View - Quick Reference Guide
  • Dashboard and Widgets - Quick Reference Guide
  • Contacting Candidates and Contacts - Quick Reference Guide
  • Application Dialogue - Quick Reference Guide

Standard (Core System) Users

  • Creating Standard / Core System Users
  • Standard User Permissions
  • Personal Email Signatures
  • Cant Log In? Things To Check

Setting up an eploy user - (Admin)

  • Creating a Standard User
  • Standard User Permissions
  • Configuring User Settings
  • My Signature
  • Resetting Passwords
  • Creating a Client User
See all 9 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

Using The Recruitment Workflow

  • Accessing the Workflow
  • The Application Dialogue
  • Interview Slots
  • Interview Slot Self-Selection

Eploy User Preferences

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

System Configuration

  • Eploy System Updates - What's New?
  • User Avatars
  • Eploy Innovations 2018 Release One

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

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

Creating Records

  • The Auto-CV Import Mailbox
  • 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

  • Updating Rates on Placements & Timesheets
  • Creating Timesheets
  • Creating a Global Rate
  • Holiday Pay
  • Updating Pay Rates in Bulk
  • Placement Admin
See all 10 articles

Reports

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

Dashboards & Analytics

  • Time to Hire Metrics
  • Ratio Widgets
  • Copy Vs Sharing: Working with Team Dashboards
  • Reporting Admin Profiles
  • Creating a Metric
  • Dashboards & Widgets
See all 9 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

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

© 2014 ITS Software Systems Ltd.

All rights reserved.

Telephone:

0800 073 42 43

Email:

support@eploy.co.uk

Website:

www.eploy.co.uk
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