Front Office

If a Candidate or Employee edits their information through My Profile, is it automatically updated in their CRM Record?
No, it is not automatically updated in their CRM record.
How do I create groups of candidates and contacts?
CRM – Contacts screen. The contacts that are grouped are added to address book automatically under the specified group. If the group does not exist in th...
How do I delete resumes from a candidate's profile?
CRM – Candidates – double click on any candidate record in the Candidates home page The system displays the Candidate Summary screen. In the Candidat...
How do I change ownership of records I created?
**You will only be able to change CRM record ownership if you are the owner of the record. Otherwise admins can bypass this and change ownership via Admin--...
How do I edit my Address Book Groups?
Collaboration – Email – Address Book – In the Address Book home page, click Groups link. The system displays the Groups available in Address Book ...
How do I delete records?
Select the required record and click Archive link. The system displays the archived record in View Archive home page In the View Archive home page, se...
What happens if I change an option in a drop-down list being used?
The changed option will be displayed in the drop-down list. All the records associated with the changed option will also be changed.
What types of files am I able to parse?
We recommend you use only .txt files, word documents (.doc), and PDF files while parsing. Note: Image files will not be parsed. Do not use .JPG, .GI...
When I parse a resume, what is the Profile Title field used for?
The Profile Title field is used to display the name of the resume that is parsed For example: If you parse a resume “John.doc”, then the system disp...
What are Job Postings?
Job Postings refers to broadcasting Job Orders to internal or external contacts, partners and suppliers. Usually the Job Postings are sent to fill the posit...