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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

Managing Authorisation Workflows

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

Dashboards & Analytics

  • The Workflow Widget
  • Time to Hire Metrics
  • Ratio Widgets
  • Copy Vs Sharing: Working with Team Dashboards
  • Dashboards & Widgets
  • Copy Dashboard
See all 7 articles

Running Reports

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

EployMail

  • The Auto-CV Import Mailbox
  • Setting Up EployMail
  • Accessing EployMail
  • Linking EployMail to Eploy
  • CV Importing with EployMail

Managing Contact Records

  • Editing a Contact

Consent Module

  • Do I Delete or Anonymise a Record?
  • Accessing the Consent Module
  • Viewing Consent in the Core System
  • Candidate Experience - Recording Consent

Training Webinars

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

Quick Reference Guides

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

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

Eploy User Preferences

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

System Configuration

  • Innovations 2022 - Release One
  • Eploy Innovations 2021
  • Eploy System Updates - What's New?

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

Working with Records

  • CV Parsing - Data Extraction
  • Resetting Candidate Passwords
  • Creating & Managing Favourites
  • The Multi-Edit Tool
  • Internal, Vendor & Previous Candidates
  • Managing Skills
See all 11 articles

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

  • Workflow Correspondence
  • Workflow Automation
  • Managing your Sending Email Addresses
  • Using the Text Editor within Eploy
  • Job Posting
  • Creating Shifts

Placements & Timesheets

  • Placement Admin
  • Changing Placement Start Date
  • Changing Placement End Date

Widget Inspiration

  • Targets - Permanent Placements Created this Month - Team Trend
  • Widget Creation - Vacancies Created this Month - SnapStat
  • Live Vacancies by User Assigned - Pie Chart
  • Candidates Created by Source – Bar Chart

Technical

  • Using Zoom with Eploy
  • Installing Zoom / Teams into your Eploy
  • Interviewing with Zoom / Teams
  • Eploy Datafeed & Search Handler
  • Import Tool & Data Synchronization API
  • Caller ID & Click to Dial
See all 11 articles

© 2014 ITS Software Systems Ltd.

All rights reserved.

Telephone:

0800 073 42 43

Email:

success@eploy.co.uk

Website:

www.eploy.co.uk
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