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  • How to set-up an Agency CV template?
    Agency CV template allows you to add your company brand to the CV and anonymises/hides some of the candidate's personal information, information that could give rise to bias and compromise the selection process. Here is a video, to help you set up an Agency CV: ** To do so, please follow the below steps -> Follow these steps to add a newVery popular
  • CV Share via ATS Pipeline
    How to share CVs for a Job You can choose to enable prompts and pipeline status updates on the ATS Pipeline to save time and also, track CVs shared for the job. Go to the ATS Pipeline - https://secure.Popular
  • How to generate an Agency CV?
    Open the Candidates section in the ATS Module - https://secure.recruitly.io/candidate/?id=CA-4052 Go on the Documents section and click on the ‘Generate’ option. ![](https://sPopular
  • How to bulk email candidates?
    Bulk emails/campaigns can be sent to the Candidates in two ways: To a Folder To a Saved Search Sending bulk emails to Folder: Go to the Candidates section of the ATS Module - https://secure.recruitly.io/candidate/?id=CA-4077 Choose all candidates you wish to send an e-mail to and add them to a Folder. ![](https://storage.crisp.chat/users/helpdesk/website/5ddSome readers
  • CV Spec filtering and grouping
    The Candidate Share (CV Spec) view has been updated to a Kanban board where you can group shares, filter them by date of share and also search for different shares by Clients/Candidates. Filter by User Type - All CV specs can be viewed by User type by filtering on User Type. ![](https://storage.crisp.chat/users/helpdesk/website/Some readers
  • How to export all Candidates?
    To do so, follow the steps below: Go to Candidates section in the ATS Module - https://secure.recruitly.io/candidate/?id=CA-4070 Click on 'filters' icon. Click on System Filters -> AlSome readers
  • Job Application Manager
    Overview of Job Application Manager Go on the Job Application Manager to view all pending applications You can select the user for checking applications about respective user, using the option on the right ![](https://storage.crisp.chat/users/helpdesk/website/5ddb007049f27800/screenshot-securerecruitlyio-2_18shwh6.Some readers
  • ATS Automation - How to create actions under triggers?
    How to create Actions under Triggers? Go on System Configuration -> Automation -> ATS automation: https://secure.recruitly.io/automation/v2/ats ![](https://storage.crisp.chat/usSome readers
  • How to remove candidate from ATS pipeline
    In this guide, we’ll learn how to remove candidates from the pipeline. Click on the ATS Pipeline - https://secure.recruitly.io/job/pipeline/global Select the cFew readers
  • How to use ATS pipeline?
    ATS pipeline gives you a fine view of your entire recruitment pipeline and allows performing several actions to manage the candidates throughout their journey. Add Candidates: Once a job is selected you can search and add candidates based on their skills to the pipeline. Change the status: Based on which candidate qualified for a certain round the statuses need to be changed. These statutes indicate the next steps the agent needs to perform to take the pipeline ahead. Share Candidates wFew readers
  • ATS Automation
    Automation Tool: With the Automation tool, you can automate your GDPR, ATS and CRM processes to make your team more efficient. Set triggers to automatically enrol records and take actions on your contacts, companies and candidates. You can filter and target the correct list of people for each trigger and perform several actions under each trigger. Triggers are scenarios that you can automate. Each trigger can have several actions under them. All triggers are pre-built into the systemFew readers
  • ATS Automation - Creating Triggers
    Triggers are scenarios that you can automate. Each trigger can have several actions under them. All triggers are pre-built into the system and you can simply choose the suitable scenario you wish to automate. How to set up triggers? Go to System Configuration and click on Automation. Click on ATS Automation. ![](https://storage.crisp.chat/users/helpdesk/website/5Few readers
  • Speculative Share
    Speculative CV Share is the ability to share CVs for jobs that the client is not looking to hire/ has not given you that job. For example, if you have a candidate that is a Technical Engineer and you think they would fit in well with one of your client’s companies, you can speculatively share the CV and they’ll be able to see it. You can do a bunch of things like hiding contact details, social media links or even the name of the candidate. Below are the steps to share a CV speculatively:Few readers
  • Internal CV Share
    Internal CV Share can be useful if you want to share a candidate’s CV internally to get a second opinion or for approval purposes before you can send it across to the client. Below are the steps that your team can use to share a candidate internally: Navigate to “Candidates” under ATS. Select the candidate that you’d like to share. Tap on the Share button on the top right-hFew readers
  • How to approve Web CV submits
    Approve Web CV Submits When an individual submits his/her CV and information on your website, it appears in the Web Form Submissions. Once you approve the application, it will appear in the Candidates section in the ATS Module. Click on Web Form Submissions : https://secure.recruitly.io/candidate/cvsubmit Click on "Approve". ![](https://storage.crisp.chat/users/helpdesFew readers

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