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 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

• 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

• How to generated a branded/formatted CV?

  Please follow the steps below to generate branded Agency CVs: Open Agency CV settings page https://secure.recruitly.io/settings/agencycvtemplate and create new or you can edit existing template. Using the template below create a Word documeVery 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 RPopular

• 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 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_Some 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/hSome 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

• 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://stSome 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

• 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 sharFew readers

• 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_1sFew 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 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_1Few 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

• 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

• 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

• 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