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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/help
How to add/manage users?
**In the user management section, Admin can add and manage offices, teams, Users and User privileges. ** To navigate to the 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/
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 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
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
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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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 !(https://storage.crisp.chat/users/helpdesk/website/5ddb00
Client Portal Overview
This is a view of how the Clien
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 f
How to parse a 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 the down arrow, Select "Parse CV" Once the CV is parsed you will get a notification in the bottom right of the page. !(https://storage.crisp.chat/users/helpdesk/website/5ddb007049f278
Domain Authentication on Recruitly Recruitly partners with an email service that is trusted by millions of businesses worldwide for scalability, and delivery expertise. To send emails from Recruitly you need to prove that you own the domain you are sending from. This is a simple process and only take a few minutes to complete. Talk to our support team if you need help. Follow the steps below: Go to System Configuration -> Domain Authentication : https://secure.recruitly.io/
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 Navi
How to re-sync emails?
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 for 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. Click on the E-mail Icon at the top of your page. !(https://storage.c
How to disconnect and re-connect your mailbox?
Disconnecting and Re-Connecting your mail Go to **Inbox **→ Settings → Disconnect. Click on Ok. Click on Connect. !(http
Creating an email signature
To create an email signature Follow the steps below 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.
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 !(https://storage.crisp.chat/users
How to Enrich a 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. !(https://storage.crisp.chat/users/helpdesk/website/5ddb007049f27800/screenshot-securerecruitlyio-2_zi44g
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 the Professional plan, however, please contact us to activate the Client Portal for your account. Enterprise Plan - Both Client and Candidate Portals are activ
How to link a Contact to a Candidate?
Linking a Contact to a 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 in all the details and click save. The record will appear in contact and candidate view. !(https://storage.crisp.ch
What is Data Anonymization?
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 eliminating the possibility of reverse engineering to recover data. To anonymise data in your system, please follow the below steps: Go to the Candidates module under ATS:
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/websit
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 the 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
How to delete/disable user?
Recruitly doesn't provide a deleted user option to retain the data of the user. Instead, you can disable users and assign data to existing / new users. **1. Follow the simple steps to disable and assign to a new user. ** Go to System Configuration -> User Management : https://secure.recruitly.io/settings/user !(https://storage.crisp.chat/users/helpdesk/website/5d
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 the Candidates tab under the ATS section. !(https://storage.
Data Migration Process
Data Migration Process Our data migration team are experts in analysing, mapping and importing data from a variety of different file formats and sources. We have successfully migrated data from CRM & ATS systems of all sizes ranging from SAP SuccessFactors, Salesforce, Hubspot, Bullhorn, Bond Adapt, Zoho Recruit, Invenias, JobAddr, Recruitive, Microdec Profile, and Fire Fish Software. Our 2-Stage data import process guarantees business continuity and ensures there is no downtime. A d
How to add custom fields?
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 -> Custom Fields : https://secure.recruitly.io/settings/customfields !(https://storage.crisp.chat/users/helpdesk/website/5ddb007049f27800/screenshot-securerecruitlyi
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 choose "Interview". From the candidate page: Click on the Action menu and choose the Sc
How to configure Auto Responses?
Go to system configurations -> auto-responses : https://secure.recruitly.io/settings/emailresponse !(https://storage.crisp.chat/users/helpdesk/website/5ddb007049f27800/screenshot-securerecruitlyio-2_q0bu75.png
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 b
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. Here is a video, giving you an overview of Dynamic Dashboards: To start adding Dashboards - Go to the home page (https://secure.recruitly.io) and click on +New Dashboard. !(https://storage.crisp.chat/users/helpdesk/website/5ddb007049f27800/s
How to Change or Reset your Account's Password?
To Change or Reset Password If you need to update or change your password, you can do so from the Your profile (https://secure.recruitly.io/settings/myprofile/personalinfo) 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. !(h
How to re-parse a Candidate's CV?
Ho to re-parse Candidate CV Go to candidate -> Documents -> 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.
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 !
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
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
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. !(https://storage.crisp.chat/users/helpdesk/website/5ddb007049f27800/screenshot-sec
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 to set up Google/Outlook account https://secure.recruitly.io/settings/myprofile/
Find candidates for a job using 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 your Recruitly database and displaying them for you according to their relevance. 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/5ddb007
To start adding and giving privileges to new users: Go to System Configuration -> User Management : https://secure.recruitly.io/settings/user !(https://storage.crisp.chat/users/helpdesk/website/5ddb007049f27800/scre
What are merge tags?
Merge tags can be useful to add a personal touch to the email. 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, the user who’d like to insert their subscriber’s first name into their email would use the merge tag firstname ****. Each time Recruit
How to export candidates from list view?
Users can export Candidates many ways. From the List View Click on the Candidates section and then click on the candidates you want to export -> Actions -> Export. Export from folders. Go to Candidates and click on the filter icon -> Folder
How to re-sync emails for 1 day?
Please follow the below steps to re-sync your e-mails for the past day. Go to your Inbox, click on Settings and click on Re-sync Emails. Enter the number of days as '1' and click on sync.
How to re-assign a 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. Click on the Global ATS Pipeline. !(https://storage.crisp.chat/users/helpdesk/web
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: Click on the 3 dots to the right top of your screen on the selected lead, opportunity, contact, company or candidate. Cl
How to create or delete a dashboard?
To create or delete a Dashboard Follow the steps below: To create a Dashboard Go to the home page (https://secure.recruitly.io/dashboard/dynamic) and click on + and then name the Dashboard in the pop-up that appears. Start building your Dashboards
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
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
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. !(https://storage.crisp.chat/users/helpdesk/website
How to add widgets to Dashboard
To add widgets to Dashboard Follow the steps below: Click on +Add Widget in the Dashboard Pick the Widget you wish to add to your Dashboard from the right-hand menu. You can select and add multiple widgets from the right-hand menu - **The selected
How to get a virtual US number
Virtual phone numbers can help you send marketing campaigns, text potential leads, and much more within Recruitly. To send outbound SMS from a 10DLC number in the United States, you'll need to follow new regulations. This means you'll need to register a brand, and then a separate campaign for each SMS use case (alerts, 2FA, notifications, marketing messages, etc). The new regulations can help us understand the needs and requirements of our users in a transparent way. Please download the form
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
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
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
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
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
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
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
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.
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
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
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