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Learn the basics of Recruitly to get up and running fast
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.  go to system configurations > User management  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 that 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
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Working with Folders
Working with Folders How to create/add a 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 the Folder name by selecting the name. Delete by clicking on the trash icon. ** How t
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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 the simple steps below to create a new user with a new email address and then transfer the data over to the new email. Create a new user with a new email address Disable the user with the 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 the User Management s
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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. Detect sales opportunities and refer Recruitly to anyone looking for an ATS/CRM system. No specific requirements or investments are needed. 10% commission on the firs
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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 the user to integrate them into jobs accordingly. Follow the steps to create templates and assign them to jobs Go to system configurations > Job application template > Select add new Template (or) Navigate from here https://secure.recruitly.io/settings/jobapplication/template  you can copy and paste HTML code by clicking code view.
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How to add Tags?
How to Configure/Add Tags in Master data. Recruitly allows users to categorise the Tags. Tag Categories are used for the broad grouping of records while individual Tags are generally used to describe your records in more detail. Please follow the Guide below to create categories and assign tags: Go to System Configurations under your profile. system configuration  From the main screen: Click on the New button on the top left of the screen and choose "Interview". From the candidate page: Click on the Action menu and choose the Sc
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How to configure Auto Responses?
Go to system configurations -> auto-responses : https://secure.recruitly.io/settings/emailresponse  and click on +New Dashboard.  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.  Upload CV. Once the upload is done fields will automatically generate. Check the details and SAVE.
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How to Enrich a 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: Go to the Contacts module under CRM. Choose the Contact you wish to enrich and click on the ‘Enrich’ button on top of the screen !
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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 to set up an Outlook account https://secure.recruitly.io/settings/myprofile
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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 repetiti
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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 an 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 invoices raised outside of Recruitly.  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. Click on the Global ATS Pipeline.  and click on + and then name the Dashboard in the pop-up that appears. Start building your Dashboards
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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 m
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How to apply filters and adjust dashboard widgets?
To apply filters to Dashboard widgets Follow the steps below: You will see four options on the top right of every widget, click on the Settings option of the widget. You can change the view of the widget You can change the date range and choose which
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How to customize the 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. . The new regulations can help us understand the needs and requirements of our users in a transparent way. Please download the form
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Email Configuration
How to configure your Email via Recruitly Recruitly gives you the option to integrate with any email provider and configure further settings as per your requirement. Go to System Configuration -> Email Configuration : https://secure.recruitly.io/settings/emailconfiguration ![](https://storage.crisp.chat/users/helpdesk/website/5ddb007049f27800/screenshot-securerecruitlyio-2_t
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Turn Features On / Off
** Turn features On/Off ** Go to My Profile > Click on System Configuration. Click on Turn Features On/Off. https://secure.recruitly.io/settings/business/tenantfeatures You se
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Tasks and Reminders - Explained
Difference between Tasks and Reminders Tasks Tasks can help you remember and complete an assigned action on time. You can assign tasks to yourself or to someone else in the organization to ensure that the task is being attended to and taken care of. Let me give you an example of what a task can be -- Let's suppose you want your teammate to call Lead X because they want some specifics on the contract. You can create a task and assign it to your teammate mentioning all the details and wha
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Mandatory Fields
You can choose which fields you want to make Mandatory in Recruitly. Mandatory Fields help you choose which fields you want to make mandatory for your Leads, Opportunities, Contacts, Candidates, Jobs & Placements. Go to System Configuration -> Mandatory Fields : https://secure.recruitly.io/settings/mandatoryfield ![](https://storage.crisp.chat/users/helpdesk/website/5ddb007
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How to add tags from the Candidate List View
Adding tags from Candidate List View You can add tags from the Master Data as well as from the Candidate List View Go to the Candidates section in the ATS Module. Click on "Edit" near the Tags option. You can add tags already existing in the system by cl
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Master Data - Overview
Overview of Master Data Master Data is where you can store and manage all your system data. It is divided into 3 sections: General CRM ATS Go to System Configuration -> Master Data : https://secure.recruitly.io/settings/jobtitle ** General section** - This
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How to add tasks for another team member
Adding tasks for internal team members You can add tasks for yourself and your team members. There are several ways you can add Tasks: Adding tasks through Task Widget Adding task from the Task Section Adding to tasks to particular records **Adding tasks through Task Widget ** Click on the Home button and then click on "Add Widget". Click on the widget you wa
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Lead Forms + Custom Fields
You can add Custom Fields to Lead Forms Create Custom Fields for Leads, for it to appear in the Lead Form. Go to System Configuration -> Custom Fields : https://secure.recruitly.io/settings/customfields Click on "New Custom Field". ![](https://storage.crisp.
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How to change payment method
To change Recruitly subscription payment method on file please follow these steps: Navigate to Subscription Management page - https://secure.recruitly.io/subscription/plan Click on the View Billing & Transactions button https://secure.recruitly.io/subscription/billing/manage ![](ht
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How to update Google Chrome LinkedIn Extension
Update Google Chrome Extension Recruitly Google Chrome Extension allows you to generate leads, source candidates and create contact records directly from LinkedIn. View contact details instantly and add progress notes - all without leaving LinkedIn profile page. We release changes to this extension frequently to add more functionality and to catch-up with the updates released by LinkedIn. Google
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Why can't I see emails exchanged with my coworkers?
Emails and Privacy At Recruitly, we comply with GDPR laws and are a privacy focused company. We understand and value our users' privacy over everything else. This article tries to answer some of the sections you can find in Email Configuration. Help! My emails with my coworkers do not show up! Recruitly does not sync any internal emails whatsoever due to privacy reasons. Any emails shared within the organisation will not show up
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