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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 success@eploy.co.uk.

Hiring Manager Portal

  • The Hiring Manager Portal

EployMail

  • Setting Up EployMail
  • Accessing EployMail
  • Linking EployMail to Eploy
  • CV Importing with EployMail

Managing Contact Records

  • Editing a Contact

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

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

  • CV Parsing - Data Extraction
  • Resetting Candidate Passwords
  • Internal, Vendor & Previous Candidates
  • Managing Skills
  • Adding Files to Records
  • Adding Profile Links to Records

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 7 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

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

Release 2021

  • Eploy Innovations 2021

© 2014 ITS Software Systems Ltd.

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Telephone:

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Email:

success@eploy.co.uk

Website:

www.eploy.co.uk
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