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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. !(https://storage.crisp.chat/users/hel
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: !(ht
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/h
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 Candidat
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/5ddb0
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 docume
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 yo
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://st
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 docume
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:/
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 shar
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 us
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_1s
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.