Knowledge Base

 

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

Managing Dashboards

• What is a Dashboard?
• Creating, Sharing and Copying Dashboards
• Creating a Metric
• Adding Dashboard Widgets
• User Reporting Settings
• Creating and Assigning Target Templates

See all 7 articles

Reference Collection Settings

• What are the Reference Collection Settings?
• Configuring Reference Collection
• Managing Reference Collection Settings
• Reference Collection Forms
• Reference Collection Email Templates

Running Reports

• What types of Reports can I run?
• Reports on the Eploymenu
• Building, Sharing and Running Candidate Tracker Reports
• Building, Sharing and Running Vacancy Tracker Reports
• Building, Sharing and Running Time To Hire Reports
• Building, Sharing and Running User Activity Export Report

Form Flows

• Building Form Flows - Overview Video
• 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