Recruitly Helpdesk

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• How to create an email template?

  Email templates are useful to ensure that your team speaks with a consistent voice throughout the recruitment process. They also help teams comply with regulations (e.g. GDPR) by including all relevant and necessary information. Accessing the templates Your templates can be found in the menu accessed by clicking your profile icon in the upper right of Recruitly -> My Profile -> Email Templates. ![](https://storage.crisp.chat/users/helVery popular

• How to add / Manage users

  In the user management section, Admin can add and manage offices, teams, Users and User privileges. To navigate to User management section click here https://secure.recruitly.io/settings/user Go to top right corner > user management (or) go to system configurations > User management ![](https://storage.crisp.chat/users/helpdesk/website/5ddb007049f27800/image_1sVery popular

• Working with Folders

  **Working with Folders ** How to create/add new folder? Go to System configurations > Master data > Folders > New folder (or) navigate directly from here https://secure.recruitly.io/settings/label You can edit Folder name by selecting name. Delete by click on trash Icon. ** How to add CandidatVery popular

• SPF and Sender Authentication

  What is SPF? Sender Policy Framework (SPF) is an open standard that helps to protect domain names and their owners from being spoofed by spammers. It does this by allowing a domain name owner to publish a policy which declares where emails can originate from. This article describes how SPF is configured for use with Recruitly. Domain already has an SPF record: In most cases your domain will already have an SPF record, usually added when enabling Microsoft 365 or Google Business for youVery popular

• Partner Program

  Become a Recruitly channel partner Grow your business & provide exceptional service to your clients by partnering with the revolutionary recruitment ATS/CRM system for modern business. Introducer Detect sales opportunities and refer Recruitly to anyone looking for an ATS/CRM system. No specific requirements or investment needed. 10% commission on first month subscription fee Free RVery popular

• How to change user email

  How to change user email address? It is not possible to change the email address/login directly due to security reasons. Follow simple steps below to create a new user with new email address and then transfer the data over to the new email. Create new user with new email address Disable the user with old email address and transfer data to the new user Share the login credentials with the new user or request them to reset the password Go to User management section: ![](htVery popular

• How to configure Job application template and assign to specific jobs

  Job application template Different jobs need different details to capture from candidates. At Recruitly users can create multiple job templates and allow user to integrate it to jobs accordingly. Follow the steps to create templates and assign to jobs Go to system configurations > Job application template > Select add new Template (or) Navigate from here https://secure.recruitly.io/settings/jobapplication/template ![](https://storage.crisp.chat/users/helpdesk/website/5ddb007049f27800/image_Popular

• Client Portal - Recruitly Configuration and Settings

  We offer a branded client portal within a centralised and secure environment. Once activated for your account, you can go to the System Configuration → Client Portal https://secure.recruitly.io/settings/clientportal and customise it according to your needs. The settings are divided into 3 sections: Design settings fPopular

• Client Portal Overview

  This is a view of how the Client Portal would look ![Popular

• Creating an email signature

  Click your user icon in the upper right of Recruitly and then on My profile to access this section. Use this link to access the email signature page. https://secure.recruitly.io/settings/myprofile/emailsignature Format using formatting options (OR) you can copy and paste HTML code by clicking code view. Once yoSome readers

• How to parse CV and add documents from Email

  How to parse CV and add documents from Email ? Go to Inbox https://secure.recruitly.io/inbox Find the document you wish to parse and click down arrow, Select "Parse CV" Once the CV is parsed you will get notification in the bottom right of the page. Attach documeSome readers

• Emails are not synced

  Your e-mail can be synched to Recruitly to ensure consolidation of all communication and convenience of use. However, if you find that your mails are not synched, you can follow the below process: Step 1: Go to “System Configuration” Step 2: Go to “E-mail Configuration” Step 3: Scroll down to Email sync preferenceSome readers

• Link Contact to Candidate

  How to link a Contact to Candidate? Follow the steps below to either link an existing candidate or create a new candidate and link the record. Click on the contact action menu to bring up options: Add as a candidate: Window will open, where you can fill all the details and click save. Record will appear in contact and candidate view. ![](https://storage.crisp.chat/users/helpdesk/website/5ddb0Some readers

• How to Enrich Company

  Say goodbye to manual data entry with our Company Enricher tool 🌟! There are two ways in which you can do this: Enter the domain/website Click on the Enrich button 1. Enter the domain/website Just enter the domain/website of the company and let Recruitly fill the form with all the info such as name, address, social media links, phone number, industry, company size, etc. You should see theSome readers

• How to re-sync e-mails?

  Recruitly is a one stop shop for all your recruitment business needs and we make sure this is possible by streamlining all your communication with clients, candidates and businesses and also maintaining a record of these. Re-syncing your e-mails could be necessary in scenarios where you would change your e-mail password. To ensure security we require you to re-sync your e-mail and this takes absolutely no time at all. Step 1: Click on the e-mail icon on the top of your page. ![](https://storaSome readers

• How to share CV and Documents

  Find the steps below to create Agency CV https://help.recruitly.io/en/article/how-to-generated-a-brandedformatted-cv-fdcr54/?bust=1618466506712 Once the set up is done. Please follow the steps below Click on share button. Pop up will open where you can configure Visible fields Select the documents you wish to share. You can share via link or you can share via document. If you sharSome readers

• ATS Pipeline Filters and Features

  The Global ATS Pipeline helps you view all candidates under all active jobs and move them across the Kanban board to ensure the workflow from Sourced to Placed is all in one place. How to Filter Candidates and Jobs? Filter by User Name. All jobs/candidates added by a particular User in the system can be viewed by filtering on users. Filter by Owner The Kanban board can be filtered by the owner ofFew readers

• How to activate Client/Candidate Portal?

  Client/Candidate Portal availability: Solo Plan - Recruitly does not offer Client/Candidate Portals for Solo Plan Startup Plan - Client/Candidate Portals are an add-on feature for Startup Plan, please contact us to activate Portals for your account. Professional Plan - Candidate Portals are already a part of Professional plan, however, please contact us to activate Client Portal for your account. Enterprise Plan - Both Client and Candidate Portals are active for EnFew readers

• Calendar integration with Outlook

  Recruitly’s integration with Outlook Calendar enables you to automatically sync events that you schedule in Recruitly to your and your coworkers’ Outlook Calendar. All the interviews, appointments and events are automatically pushed to your Outlook calendar once you finish this setup. Click here set up Outlook account https://secure.recruitly.io/settings/myprofile/calendars ![](https://stFew readers

• Email sender verification

  The marketing module in Recruitly can be used to send out campaigns to candidates, contacts or leads. The sender verification process is in place to help block spam. To protect your sender reputation and improve email deliverability, you should send all your messages from verified email addresses. This is how you verify a sender in Recruitly Step 1: Click on the Senders module under Marketing Step 2:Few readers

• LinkedIn Chrome Extension

  Recruitly’s LinkedIn Chrome Extension allows you to generate leads, source candidates and create contact records directly from LinkedIn into your Recruitly database. How to install Chrome Extension? Follow this guide to install and activate the extension - https://secure.recruitly.io/settings/myprofile/chromeextension Here are a few things you would want to know about the Chrome Extension: It works with LinkedIn FREE, LinkedIn Recruiter Lite, LinkedIn Recruiter Pro and LinkedIn Sales NaviFew readers

• Change or Reset the password

  If you need to update or change your password, you can do so from the Your profile section of your account. While logged in, click your user icon in the upper right, click on Settings and select Your profile. At the bottom of the Personal Profile page, you need to provide your old password and set a new password. Enter the new password in both fields to confirm it, then save your changes. ![](https://storage.crisp.chat/users/hFew readers

• How to add Tags

  How to configure/Add Tags in Master data Here are the steps to configure/Add Tags Go to system configurations > master data Go to tags > select add New Tag User can categorise tags as shown below. Give category and Save. ![](https://storage.crisp.chat/users/helpdesk/website/5ddb007049f27800/image_Few readers

• How to configure auto responses

  Go to system configurations > auto responses or click here to navigate to page directly https://secure.recruitly.io/settings/emailresponse Auto Responses ![](https://storage.crisp.chat/users/helpdesk/website/5ddb007049f27800/iFew readers

• How to schedule an interview

  You can launch the interview scheduling dialogue from different parts of the system. Main Screen Candidate Page Global Pipeline (****) From the main screen: Click on the New button on the top left of the screen and choosing Interview. From the candidate page: Click on the Action menu and choose the Schedule InterviewFew readers

• Domain Authentication

  For Authenticating Domain on Recruitly Follow the steps below: Go on System Configuration and click on Domain Authentication Click on "authenticate domain" After clicking on "authenticate domain" enter your domain name and click on "authenticate" ![](httpFew readers

• Candidate Portal - Configuration and Settings

  We offer a branded candidate portal within a centralised and secure environment. Once activated for your account, you can go to the System Configuration → Candidate Portal https://secure.recruitly.io/settings/candidateportal and customise it according to your needs. ![](https://storage.crisp.chat/users/helpdesk/websitFew readers

• How to re-parse Candidate CV

  Ho to re-parse Candidate CV Go to candidate Full profile > Select Re-parse CV. Window will open like below. Drag and drop (or) Upload CV. Once the upload is done fields will automatically generate. Check the details and SAVE.Few readers

• Calendar integration with Google

  Recruitly’s integration with Google Calendar enables you to automatically sync events that you schedule in Recruitly to your and your coworkers’ Google Calendar. All the interviews, appointments and events are automatically pushed to your Google calendar once you finish this setup. Click here set up Google/Outlook account https://secure.recruitly.io/settings/myprofile/calendars ![](https:/Few readers

• how to delete /disable user?

  In Recruitly doesn't provide delete user option in order to retain the data of the user, Instead you can disable user and assign data to existing / new user. **1. Follow the simple steps to disable and assign to new user. ** Click disable option Transfer data to Existing usFew readers

• Disconnect and re-connect your mailbox

  How to disconnect and re-connect your mailbox? Go to inbox → Settings → Disconnect. Click on “Ok”. Click on “connect” Choose the e-mail id. ![](https://storage.crisp.chat/users/helpdesk/website/5ddb007049f2780Few readers

• Speculative CV Share

  Overview It is a common practice to float/spec CVs to potential clients to tap into the roles that are not publicly advertised and speed up the recruitment cycle by putting CVs right in front of the clients even before they embark on their hiring journey, it will also help the candidate secure a role faster. How to share CVs There are two ways to share Speculative CVs via Recruitly. From the Candidates tab: Click on Candidates tab under ATS section. ![](https://storage.crisp.chFew readers

• How to re-assign candidate to another job

  ATS Pipeline (a kanban board) helps you to keep track of candidates throughout the recruitment process - From Sourcing to Placement. Recruitly makes it convenient to perform several actions like sending e-mails, moving candidates through the pipeline, removing them from the pipeline, scheduling interviews, etc in this pipeline itself. In this guide, we’ll learn how to remove candidates from the pipeline. Step 1: Click on the Global ATS Pipeline. ![](https://storage.crisp.chat/users/helpdesk/Few readers

• How to Enrich Contact

  Customer data begins in raw form regardless of the source, whether site traffic, social media or email lists. Data enrichment makes the data more useful by adding value to it. To enrich your contacts, please follow the below steps: Step 1: Go to the Contacts module under CRM. Step 2: Choose the Contact you wish to enrich and click on the ‘Enrich’ button on top of the screen ![](https://storage.crispFew readers

• User Privileges

  When you add a new user into the system or try to edit the privileges of an existing user, you can change the access levels and provide new privileges. Let’s deep dive into what these privileges are and how they would effect the system. The access levels could be split into two:- System access (Modules) Data Access System Access (Modules) are explained below: CRM - Access to entire CRM, i.e., Leads, Opportunities, Contacts and Companies. User will be able to add. edit or vieFew readers

• What is AI Match?

  Intelligent matching is a type of data management technique in which data is searched, indexed and retrieved from a database through a series of artificial-intelligence-based data sorting and matching algorithms. Given the widespread use of AI approaches today, it is normal to expect its massive adoption in the recruitment industry. AI adoption can significantly improve recruitment, especially in two important dimensions: time to hire reduction and completion rate increase. Automating repetitiFew readers

• Xero Invoice Reconciliation

  It is now possible to link an invoice that was raised directly in Xero. Follow this quick and easy method to link Invoice to a Placement. How to link an invoice to a placement? On your home page/dashboard you will find an 'Invoice Reconciliation' widget with a list of all invoice raised outside of Recruitly.Few readers

• Find Candidates for a Job using the AI Match

  Finding the right candidate for a job is of utmost importance and we try to make this process as efficient as possible. The AI Match tab under the Jobs section helps you to find the most relevant candidates by filtering through all available candidates in you Recruitly database and displaying them for you according to the relevance. Step 1: Click on the Jobs module under ATS and select the job you are looking for a candidate for. ![](https://storage.crisp.chat/users/helpdesk/website/5ddb00Few readers

• What is data Anonymisation?

  Data anonymisation is the process of protecting private or sensitive by erasing or encrypting identifiers that connect an individual to stored data. Guaranteed privacy requires data anonymisation and completely eliminating the possibility of reverse engineering to recover data. To anonymise data in your system, please follow the below steps: Step 1: Go to the Candidates module under ATS: Step 2: ChooseFew readers

• What is data enrichment?

  Data enrichment refers to the process of appending or otherwise enhancing collected data with relevant context obtained from additional sources. It is the process of combining first party data from internal sources with disparate data from other internal systems or third party data from external sources. Enriched data is a valuable asset for any organization because it becomes more useful and insightful. A majority of brands conduct data enrichment on their raw data so that they can use it to mFew readers

• How to add custom fields?

  We, at Recruitly, understand that each business can have different requirements and allow our clients to customise the system as per their needs. You can add any field that you require using the Custom Fields section in Recruitly. To do so, please follow the below steps: Go to System Configuration and click on Custom Fields. Click on ‘New Custom Field’ to add a new field. You can also edit/deleteFew readers

• How to upload documents?

  Recruitly allows you to upload documents related to a lead, opportunity, contact, company or candidate. You can upload multiple documents in various formats to have complete information in your system. To do so, please follow the below steps: Step 1: Click on the 3 dots to the right top of your screen on the selected lead, opportunity, contact, company or candidate. Step 2: Click on the “Upload DocumenFew readers

• ATS Automation - Create Actions under Triggers

  Actions are the tasks Recruitly will perform for you under each selected Trigger. All actions are pre-built into the system and you can simply choose the suitable task you wish to automate. How to create Actions under Triggers? You can add filters under the scenario, such as Job Status, Owner and Tags to target the correct list of people for whom the automation is being setup. Choose theFew readers

• ATS Automation - Create Triggers

  Triggers are scenarios for which you can setup an automation. 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 setup triggers? Go to System Configuration and click on Automation. Click on ATS Automation. ![](https://storage.crisp.chat/users/helpdesk/website/5ddb007049fFew readers

• Dynamic Dashboards

  How to create and manage - Dynamic Dashboards Dashboards are now dynamic on your home page. You can create new dashboards, create widgets within a dashboard and manage them all in one place. Creating New Dashboard Go to home page (https://secure.recruitly.io/dashboard/dynamic) and click on +New Dashboard. Name the Dashboard in the pop-up that appears. ![](https://storage.crisp.chat/users/helFew readers

• How to export candidates from list view?

  Users can export Candidates many ways. Search / Select > Actions > Export Export from folders. Export from saved searches ![](https://storage.crisp.chat/users/helpdesk/website/5ddb007049f27800/iFew readers

• Re-sync e-mail for 1 day

  Please follow the below steps to re-sync your e-mails for the past day. Go to your Inbox and click on Settings. Click on Re-sync Emails. Enter the number of days as '1' and click on sync.Few 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 enroll 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 for which you can setup an automation. Each trigger can have several actions under them. All triggers are pre-builtFew readers

• What are merge tags?

  **Merge tags are something that Recruitly use to gather data on an individual level. ** To be able to do this, we need a unique value to tie the data to. Other names for merge tags are substitution strings, personalisation fields or personalisation tags. These tags are used to insert unique user data from your mailing list into emails. For example, user who’d like to insert their subscriber’s first name into their email would use the merge tag firstname ****.Few readers

• Customise Candidate Portal Activation Email

  Customise Candidate Portal Activation Email Go to System configuration -> Candidate Portal. https://secure.recruitly.io/settings/candidateportal Scroll down to toggle the 'Send Activation Email' option. Go to System Configuration -> Auto Responses. https://secure.recruitly.io/settings/emailresponse ![]Few readers

• How to create or delete a Dashboard

  To create or delete a Dashboard Follow the steps below: To create a Dashboard Go to home page (https://secure.recruitly.io) and click on +New Dashboard. Name the Dashboard in the pop-up that appears & click on "save" To delete a Dashboard Click on the delete option near MFew readers

• Dynamic Dashboards Overview

  Overview of the Dynamic Dashboards Dashboards are now dynamic on your home page. You can create new dashboards, create widgets within a dashboard and manage them all in one place. To start adding Dashboards - Go to home page (https://secure.recruitly.io) and click on +New Dashboard. You can add as many Dashboards and also delete them when required. You have the optionFew readers