Dynamics CRM Recruiting Solutions
Dynamics ATS User Guide — 1
1
Table of Contents
Dynamics CRM Recruiting Solutions
Dynamics ATS User Guide — 1
Dynamics ATS User Guide — 1
1.
Getting Started
1.1.
Index
2.
Candidates
2.1.
Create a Candidate Profile
2.1.1.
Create a Candidate Profile from a Resume – Smart Parsing
2.1.1.1.
Create a Candidate from Clipboard
2.1.1.2.
Create a Candidate from Drop
2.1.2.
Candidate record from LinkedIn Recruiter
2.1.2.1.
LinkedIn Recruiter – InMail
2.1.2.2.
Create a Candidate from LinkedIn Recruiter – 1 Click Export
2.1.3.
Create a Candidate Profile from Outlook
2.1.4.
Create a Candidate Profile from HireEZ
2.1.5.
Difference between a candidate and a contact profile
2.1.6.
Create a Candidate from Demandbase
2.1.7.
Preview the candidate’s resume
2.2.
Create Multiple Candidate Profiles
2.2.1.
Create Multiple Candidate Profiles from Spreadsheet
2.2.2.
Import/Parse From Folder
2.3.
Update Candidates’ Information
2.3.1.
Request Update Information to Candidates
2.3.1.1.
Request Update Information to Candidates from a Screening Question Template
2.3.2.
Update a Candidate Profile manually
2.3.3.
Update a Candidate Profile from Resumes
2.3.4.
Update a Candidate Profile from Outlook
2.3.5.
How Candidate Information Gets Updated from LinkedIn Recruiter
2.3.5.1.
What happens when a candidate’s information is imported via InMail Stub Profile?
2.3.5.2.
What happens when a candidate’s information is imported via 1-Click Export?
2.3.5.3.
What happens when a candidate’s information is imported via Apply Connect?
2.4.
Duplicated Candidates’ Profiles
2.5.
Candidates’ Information
2.5.1.
Generate a resume summary using AI
2.5.2.
Candidates’ Resume
2.5.3.
Candidates’ activities
2.6.
Send a Message to a Partner Portal User
2.6.1.
Send a Message with Contact File to a Partner Portal User
2.6.2.
Send a Message with Application File to a Partner Portal User
2.7.
Send a Message to a Candidate Portal User
2.7.1.
Send a File to a Candidate Portal User
2.7.1.1.
Send a Message with a Contact File to a Candidate Portal User
2.7.1.2.
Send a Message with a Reference File to a Candidate Portal User
2.7.1.3.
Send a Message with a Timesheet File to a Candidate Portal User
2.7.1.4.
Send a Message with an Expense File to a Candidate Portal User
2.8.
Send an Email to a Candidate
2.8.1.
Create an Email using Copilot
2.8.2.
Create an Email using AI
2.8.3.
Insert screening questions in an Email
3.
Opportunities (or Jobs)
3.1.
Creating Jobs
3.1.1.
Create a Job Description with AI
3.1.1.1.
Create a Job Description from a Template
3.1.1.2.
Create a Job Description from a Document
3.1.2.
Create interviews questions
3.2.
Share an Opportunity
3.2.1.
Share an Open Position on your Job Portal
3.2.2.
Share an Open Position on your Candidate Portal
3.2.3.
Share an Open Position by Bulk Email
3.2.4.
Share an Open Position on Job Portals
3.2.5.
Share an Open Position on Social Media
3.2.5.1.
Share and Promote an Open Position on LinkedIn
3.2.6.
How to Share Opportunities Using a Web Form
3.2.6.1.
How to Edit a Web Form from an Opportunity
3.2.7.
Adding Screening Questions to a Job Application Webform
3.2.7.1.
Add screening questions to a LinkedIn Job Posting
3.2.7.2.
Adding Screening Questions to a Job Application Webform from a Template
3.2.8.
Share an Opportunity or Job in the Partner Portal
3.2.9.
Share an Opportunity on Seek
3.3.
View Applications for an Opportunity or Job
3.3.1.
View Applications in Kanban View
3.3.1.1.
Send an Email to an Applicant from a Card
3.3.1.2.
Create an Interview from Applicant Card
3.3.1.3.
Create a Submission from Applicant Card
3.3.1.4.
Add an Applicant to a Pool from Applicant Card
3.3.1.5.
Edit an application record from a Application Card
3.3.1.6.
Delete an Application Record from a Kanban Card
3.3.2.
AI-Generated Applicant Evaluation Summary
3.4.
Discover automatic suggestions for jobs or opportunities
3.4.1.
Suggestion Feedback (Meaning of Face Icons in Candidate Suggestions)
3.4.2.
Clone a Suggestion List
3.4.3.
Refresh the Suggestion List – Modify the query
4.
Projects
4.1.
Create a New Project
4.1.1.
Create a Project Description with AI
4.1.2.
Create a Project Description from a Template
4.1.3.
Create Interview Questions
4.1.4.
Create a Job Description from a Document
4.2.
Share a Project
4.2.1.
Share a Project on your Job Portal
4.2.2.
Share a Project on your Candidate Portal
4.2.3.
Share a Project on your Client Portal or Hiring Manager Portal
4.2.4.
Share a Project on your Partner Portal
4.2.5.
Share a Project by Email
4.2.6.
Share a Project on Job Portals
4.3.
Add screening questions to a webform – Projects
4.4.
View Project Applications
4.4.1.
Manage Projects Using Kanban View
4.4.1.1.
Create Applications from Kanban View – Projects
4.4.1.2.
Create Submissions from Kanban View – Projects
4.4.1.3.
Schedule Interviews from Kanban View – Project
4.4.1.4.
Create Placements from Kanban Card – Project
4.4.1.5.
Edit a Project Record from Kanban View
4.4.1.6.
Delete a Project Record from a Kanban Card
5.
Applications
5.1.
Create an Application from Candidate Profile
5.1.1.
Create an Application from a Suggestion
5.1.2.
From a shared form
5.1.3.
Create an Application from HireEz
5.1.4.
Create an Application from LinkedIn Recruiter
5.1.4.1.
LinkedIn Recruiter Suggestion
5.1.5.
Create an Application from a Submission
5.1.6.
Create Applications from a Pool
5.2.
View Application Information in Kanban Cards
5.2.1.
Managing Applications from Kanban Cards
5.2.1.1.
Send an email from Application – Kanban Card
5.2.1.2.
Create an Interview from Application – Kanban Card
5.2.1.3.
Create a Submission from Application Kanban Card
5.2.1.4.
Add an Applicant to a Pool from Kanban Card
5.2.1.5.
Create a placement record from Application – Kanban Card
5.2.1.6.
Edit an application record from a Kanban Card
5.2.1.7.
Delete an Application Record from a Kanban Card
5.2.1.8.
Create filters – Kanban View
5.3.
Managing Applications
5.3.1.
Interview Scheduling
5.3.1.1.
Select an interviewer as required or optional
5.3.1.2.
Add unresolved emails to an interview grid
5.3.1.3.
Send a single invite that includes interviewers and candidates
5.3.2.
Send an Offer Letter
5.3.2.1.
Send an Offer Letter via email
5.3.2.2.
Send an Offer Letter by DocuSign
5.3.3.
Create a placement record
5.3.4.
Synchronize Application with ADP
5.3.5.
Synchronize an Application with UKG
5.3.6.
Synchronize an Application with UKG Ready
5.3.7.
Synchronize Application with Paylocity
5.3.8.
Check the Auto Applicant Evaluation
5.3.8.1.
How to Edit Job Match Score Weightage
5.4.
Invite an Applicant to the Candidate Portal
6.
Searching Candidates
6.1.
Boolean Search
6.1.1.
Add filters to a Boolean search
6.1.1.1.
Add System Level Default Filters and Relationships
6.1.2.
Add external profiles databases
6.1.3.
Find candidates by location
6.1.4.
Simple Boolean Search
6.2.
Semantic Search
6.3.
Advanced Find
6.4.
Manage results of searches
6.4.1.
Customize the Search Page Size
6.4.2.
Create a view (Boolean and Semantic Search
6.4.2.1.
Create a view (Advanced Find)
6.4.3.
Send a bulk email (Boolean and Semantic Search)
6.4.4.
Create an application (Boolean and Semantic Search)
6.4.5.
Create a pool (Boolean and Semantic Search)
6.4.6.
Download the results (Advance Find)
7.
Pools
7.1.
Create a New Pool
7.1.1.
Create a New Pool from a Power Search
7.1.2.
Create a New Pool from a candidate list
7.2.
Add a candidate to a pool
7.2.1.
Automatically add web form applicants to a pool
7.2.2.
Add a candidate from a Pool from HireEZ
7.2.3.
Copy Pool Members to another Pool
7.2.4.
Move Pool Members to another Pool
7.3.
Managing Pools
7.3.1.
Assign an Owner to a Pool
7.3.2.
Create an application from a Pool
7.3.3.
Send a bulk mail to a pool
7.3.4.
Create a Submission from a Pool
7.3.5.
Rename a Pool
7.3.6.
Mark a Pool as a Private
7.3.7.
Delete a Pool
8.
Submissions – Share Pre-Screened Candidates
8.1.
Create a Submission
8.1.1.
Create a Submission from a Candidate Profile
8.1.2.
Create a Submission from a Power Search Result
8.2.
Sharing Pre-Screened Candidates through Hiring Manager Portal
8.2.1.
Share an update to the Hiring Manager Portal
8.3.
View Submissions sent through the Partner Portal
8.4.
Managing Submissions
8.4.1.
Add a submitted candidate to a Pool
8.4.2.
Schedule an Interview from a Submission
8.4.3.
Create a Placement from a Submission
8.4.4.
Send an Email from a Submission
8.4.4.1.
Add screening questions in a email from a submission
8.4.5.
Assign an Owner to a Submission
8.4.6.
Delete a Submission
8.5.
Add a Manager to a Submission
9.
Placements
9.1.
Add Manager to a Placement
9.2.
Timesheet
9.2.1.
Set Up the Timesheet Approver
9.2.2.
Define the Timesheet Week
9.2.3.
Add Rates to a Timesheet
9.2.4.
Approve or reject a time entry
9.3.
Synchronize a Placement with Paylocity
9.4.
Synchronize a Placement with ADP
9.5.
Synchronize a Placement with UKG
9.6.
Synchronize a Placement with UKG Ready
9.7.
View Placements in Kanban Cards
9.7.1.
Send an email from Placements – Kanban View
9.7.2.
Add a Placement to a Pool from Kanban View
9.7.3.
Create an Application from Placements – Kanban View
9.7.4.
Edit a placement record from Kanban View
9.7.5.
Delete an Placement Record from Kanban View
10.
Time & Expense
10.1.
Set Up the Timesheet Approvers
10.2.
Timesheet Week & Entry Type Settings
10.3.
Configure Available Pay Rates
10.4.
Approve or Reject Time Entries
10.5.
Submitting and Managing Timesheets in the Candidate Portal
10.5.1.
Track Timesheet Approvals and Send Manager Notifications
10.6.
Submitting and Managing Expenses in the Candidate Portal
11.
Candidate Portal
11.1.
Register to the Candidate Portal
11.2.
Dashboard
11.3.
Jobs
11.4.
My Profile
11.4.1.
Add Job Alert
11.4.2.
See your applications and placements
11.4.3.
Multi-factor Authentication
11.4.4.
Change your password
11.4.5.
Add a New Certification
11.4.6.
Update My Profile Information
11.5.
Time Entry
11.5.1.
Approvals
11.5.2.
Expenses
11.6.
Notifications
12.
Hiring Manager Portal (or Client Portal)
12.1.
Create a New Job
12.2.
Review Jobs
12.3.
Review the applications
13.
Partner Portal
13.1.
Dashboard
13.2.
Jobs
13.2.1.
Submit a Candidate with a web form
13.3.
Candidates
13.3.1.
Edit candidate’s information
13.3.2.
Create a Candidate Profile
13.4.
Users
13.4.1.
Add New User
13.4.2.
Download a User File
13.5.
Applications
13.6.
Update profile information
13.7.
Notifications in the Partner Portal
14.
Configurations
14.1.
ATS Users
14.1.1.
Personalization settings
14.1.1.1.
Change the default pane
14.1.1.2.
Change the default tab
14.1.1.3.
Set the number of records shown
14.1.1.4.
Configure time zone, and currency
14.1.1.5.
Create signature
14.1.1.6.
Configure email preferences
14.1.2.
Create templates
14.1.2.1.
Create Job Template
14.1.2.2.
Create Offer Letter Template
14.1.3.
Create personal dashboards
14.1.4.
Create personal views
14.1.5.
Integrate LinkedIn Recruiter (RSC) with Dynamics ATS
14.1.5.1.
Activate ATS-Enabled Reporting in Dynamics ATS
14.1.5.2.
Activate Unified Search in Dynamics ATS
14.1.5.3.
Activate Recommended Matches in Dynamics ATS
14.1.5.4.
Activate Apply Connect in Dynamics ATS
14.1.6.
ATS Sidebar Installation
14.1.7.
Microsoft Bookings Integration
14.2.
Super User/ Sys Admin
14.2.1.
User setup
14.2.1.1.
Security roles configuration
14.2.1.2.
Disable permissions
14.2.1.3.
Enable users to send emails from inside the system
14.2.1.4.
Update Licensing Credentials
14.2.1.5.
Add Hiring Manager Portal or Client Portal Users
14.2.1.5.1.
Simple Sign On
14.2.1.5.2.
Okta Authentication
14.2.2.
Dynamics ATS Behavior Configuration
14.2.2.1.
Enable Job Application Duplicate Detection
14.2.2.2.
Opening Records in a Dialog Window
14.2.2.3.
Store Resumes in Centralized Cloud Storage Instead of CRM
14.2.2.4.
Select lookups for jobs
14.2.2.5.
Disable automatic generation of applications when placements are created
14.2.3.
Job Portal Customization
14.2.3.1.
Customize the ATS ‘Share Opportunities’ screen for the Job Portal
14.2.3.1.1.
Select the name of the application source
14.2.3.1.1.1.
Choose the name of the application source from the integrated portals
14.2.3.1.2.
Add LinkedIn Share Button
14.2.3.1.3.
Select the Default WebForm
14.2.3.1.4.
Upload an image
14.2.3.1.5.
Add your logo
14.2.3.1.6.
Change Toolbar Location
14.2.3.1.7.
Change Job Portal Fields
14.2.3.1.8.
Change the Job Portal name
14.2.3.2.
Enable an email to automatic create a Contact
14.2.3.3.
Enable Screening Questions
14.2.3.4.
Automated email notifications
14.2.3.4.1.
Enable Failure Notification
14.2.3.4.2.
Automated email to the applicant
14.2.3.4.3.
Automated email to the recruiters
14.2.3.5.
Job Listing Customization
14.2.3.5.1.
Job Listing – Displayed Grid Options
14.2.3.5.1.1.
Displayed Grid Fields on the Job Listing Page
14.2.3.5.2.
Job Listing View Customization
14.2.3.5.3.
Select how to open a job detail page from the job listing
14.2.3.5.4.
Job Listing Paging Properties
14.2.3.5.5.
Add a customized header
14.2.3.5.6.
Add customized footer
14.2.3.5.7.
No data message customization
14.2.3.5.8.
Job Listing CSS
14.2.3.6.
Job Details Page
14.2.3.6.1.
Job Details Integration Buttons
14.2.3.6.2.
Job Details Template
14.2.3.6.3.
Job Details Header Customization
14.2.3.6.4.
Job Details Custom CSS
14.2.3.7.
Job Portal – Global CSS
14.2.3.7.1.
Global CSS – CRM Job Form
14.2.3.7.2.
Job Listing – Global CSS
14.2.3.7.3.
Job Details – Global CSS
14.2.3.8.
how to find the job portal URL to display jobs on your careers page
14.2.4.
Web Forms Customization
14.2.4.1.
Create a New Web Form
14.2.4.2.
Change the Web Form Name
14.2.4.3.
Select Culture Format
14.2.4.4.
Enable document types
14.2.4.5.
Attach an Applicant to a Pool from a Web Form
14.2.4.6.
Enable Attachments
14.2.4.6.1.
Select the available resume formats
14.2.4.6.2.
Enable Apply with a Resume Parsing
14.2.4.6.3.
Attachment Information Template Customization
14.2.4.7.
Add fields
14.2.4.7.1.
Add Consent Fields
14.2.4.7.2.
Relationship Fields
14.2.4.7.3.
Apply with LinkedIn Integration
14.2.4.7.4.
Terms and Conditions
14.2.4.7.5.
Convert a multi-line text field into a rich text field
14.2.4.7.6.
Check if your changes were saved
14.2.4.8.
Automated email notifications – web forms
14.2.4.8.1.
Automated email to a web form applicant
14.2.4.8.1.1.
Global Applicant Email Template
14.2.4.8.2.
Automated email to the recruiters trigger by web forms
14.2.4.8.2.1.
Global Recruiter Email Template
14.2.4.8.3.
Automated notification in candidate, application or job timeline
14.2.4.9.
Styling
14.2.4.9.1.
Enable placeholders in the footer or the header of your webform
14.2.4.9.2.
Put a header or footer
14.2.4.9.3.
Change your logo
14.2.4.9.4.
Change the CSS style
14.2.4.9.5.
Submissions
14.2.4.10.
How to associate a screening question template with a web form
14.2.5.
Candidate Portal Customization
14.2.5.1.
Add Entities to the Home Menu
14.2.5.2.
Jobs Information – Fields Configuration
14.2.5.2.1.
Job Preview Card Customization
14.2.5.2.2.
Display Account Logo on Job Posting
14.2.5.3.
Candidate’s Profile – Fields Configuration
14.2.5.3.1.
Profile Information – Fields Configuration
14.2.5.3.2.
Profile Documents – Enable Attachments
14.2.5.3.3.
Enable Registration Form
14.2.5.4.
Add tool tip
14.2.5.5.
Candidate Portal Styling Customization
14.2.5.6.
Candidate Portal Date Format Configuration
14.2.5.7.
Expenses – Enable File Attachments
14.2.5.8.
Timesheet – Enable File Attachments
14.2.5.9.
Enable Attachments in the Candidate Portal – Applicantion Example
14.2.5.10.
Enable Attachments in the Candidate Portal
14.2.5.11.
Enable multi-language options
14.2.5.12.
Screening Question Templates
14.2.5.12.1.
Edit a Screening Question Template
14.2.5.13.
Timesheet Configuration
14.2.5.13.1.
Timesheet Hour Format
14.2.5.13.2.
Timesheet Pending Date Format
14.2.5.13.3.
Timesheet View
14.2.5.14.
Set up the Candidate Portal email invitation
14.2.5.14.1.
Add custom placeholders to the Candidate Portal email invitation
14.2.5.15.
Applications Methods Setup
14.2.6.
Partner Portal Configuration
14.2.6.1.
Candidate’s Profiles – Fields Configuration
14.2.6.2.
My Account – Fields Configuration
14.2.6.3.
Users – Fields Configuration
14.2.6.4.
Applicants – Fields Configuration
14.2.6.5.
Add a tool tip
14.2.6.6.
Job Preview Card Customization
14.2.6.7.
Submit Candidate via Webform
14.2.7.
Hiring Manager or Client Portal Configuration
14.2.7.1.
Customize Client Portal Web Forms
14.2.7.1.1.
Render as Plain – Client Portal Fields
14.2.7.1.2.
Required – Client Portal Fields
14.2.7.1.3.
Read Only – Client Portal Fields
14.2.7.1.4.
Show Associated Data – Client Portal Fields
14.2.7.1.5.
Show on Listing – Client Portal Fields
14.2.7.1.6.
Show on View – Client Portal Fields
14.2.7.1.7.
Show on Create – Client Portal Fields
14.2.7.1.8.
Show on Subgrid Details – Client Portal
14.2.7.1.9.
Show on Approval Form – Client Portal Fields
14.2.7.1.10.
Auto Publish – Client Portal Fields
14.2.7.1.11.
Dashboard Fields – Client Portal
14.2.7.2.
Enable Job Subgrid Details
14.2.7.3.
Personalize Applicant Tab Preview
14.2.8.
Authentication
14.2.8.1.
Modern Authentication
14.2.8.2.
Multi Factor Authentication (2fa)
14.2.9.
Integrations
14.2.9.1.
CareerBuilder, Monster and Dice
14.2.9.1.1.
Dice
14.2.9.1.2.
CareerBuilder
14.2.9.1.3.
Monster
14.2.9.2.
ZipRecruiter
14.2.9.3.
Microsoft Teams
14.2.9.4.
LinkedIn Recruiter
14.2.9.4.1.
LinkedIn (Job Posting)
14.2.9.4.2.
Enable Apply Connect
14.2.9.4.2.1.
Map the applications status – Apply Connect LinkedIn
14.2.9.5.
Indeed
14.2.9.5.1.
Customize Indeed’s Application Fields
14.2.9.5.2.
Enable Apply with Indeed
14.2.9.6.
Enable Email Resume Parsing
14.2.9.7.
Naukri
14.2.9.8.
SharePoint
14.2.9.9.
HireEZ
14.2.9.10.
ADP
14.2.9.11.
UKG
14.2.9.12.
UKG Ready
14.2.9.13.
Paylocity
14.2.9.14.
HireRight
14.2.9.15.
Google Jobs
14.2.9.16.
Jora
14.2.9.17.
Careerjet
14.2.9.18.
BroadBean Advert Posting
14.2.9.19.
Facebook
14.2.9.20.
TextKernel
14.2.9.21.
Jooble
14.2.9.22.
Clearance Jobs
14.2.9.23.
Share This
14.2.9.24.
Google Analytics
14.2.9.25.
Dynamics ATS and Finance & Operations Add-on: Power Automate Flows
14.2.9.26.
SEEK
14.2.9.26.1.
Enable SEEK Optimise Apply
14.2.9.27.
JobUp
14.2.9.28.
Add New Candidate Source Field
14.2.9.29.
Azure OpenAI
14.2.9.30.
Chat GPT
14.2.9.31.
RSS
14.2.10.
Workflows
14.2.11.
Forms setup
14.2.11.1.
Feedback Form Configuration
14.2.11.1.1.
Feedback Form Styling
14.2.11.1.2.
Feedback Form Submission
14.2.11.1.3.
Feedback Form Notifications
14.2.11.2.
Candidate Updater Form
14.2.11.2.1.
How to associate a screening question template with a Candidate Updater Form?
14.2.12.
Auto Numbering Setup
14.2.13.
Enable AI features
14.2.13.1.
Enable Copilot in ATS Email
14.2.13.2.
Enable Azure Open AI in ATS Email
14.2.13.3.
Enable Resume Parsing
14.2.13.4.
Enable AI generated Job Descriptions
14.2.13.5.
Enable AI Resume Summary Generation
14.2.13.6.
Enable AI generated Interview Questions
14.2.13.7.
Enable AI generated Applicant Evaluation
14.2.13.8.
Enable Auto Applicant Evaluation
14.2.14.
Organization and license details
14.2.15.
AI Templates
14.2.15.1.
Create an AI Job Description Template
14.2.15.2.
Create an AI Interview Question Template
14.2.15.3.
Create an AI Profile Summary Template
14.2.15.4.
Create an AI Application Evaluation Summary Template
14.2.16.
Power Search Configuration
14.2.16.1.
Power Search Global Settings
14.2.16.2.
Power Search Default Filters Customization
14.3.
Microsoft Dynamics Admin
14.3.1.
LinkedIn Integration – Troubleshoot InMail’s
14.3.2.
Bulk Change User Personal Settings via XRM Toolbox
14.3.3.
Change Default Cascading Relationships
14.3.4.
API Documentation
14.3.5.
Email Configuration
14.3.5.1.
Microsoft Email Tracking
14.3.5.2.
Approving emails
14.3.5.3.
Outbound Accounts Configuration
14.3.5.4.
Add Dynamics 365 App to Outlook Widget
14.3.6.
Form Customization
14.3.7.
Job Portal URL customization
14.3.8.
Restore a Dynamics ATS Backup
14.3.9.
Dashboards
14.3.10.
Create System Views
14.3.10.1.
Quick Find Filter Setup
14.3.10.2.
Remove Double Default Views
14.3.11.
Enable Kanban Control on Application View
14.3.11.1.
Enable Kanban Control on Application Sub-Grid
14.3.11.2.
Kanban View Configuration
14.3.12.
How to enable the Recycle Bin
14.3.13.
Skill Parsing Configuration
14.3.14.
Enable ‘Projects’ as an entity for use with the Set Regarding lookup in the App for Outlook
15.
Videos
15.1.
ATS User Videos
15.1.1.
Auto Signature + Logo
15.1.2.
Candidate Updater Form Configuration
15.1.3.
Clear Browser Cache in Chrome
15.1.4.
Creating Job Templates
15.1.5.
Creating Offer Letter Templates
15.1.6.
Creating Personal Views
15.1.7.
Creating Personal Dashboards
15.1.8.
Importing Resumes/Parsing
15.1.9.
LinkedIn Recruiter System Connect (RSC)
15.1.10.
Personalization Settings
15.1.11.
How to send a message to a Candidate Portal user?
15.1.12.
How to send a message to a Partner Portal user?
15.1.13.
How to Generate a Resume Summary with AI
15.1.14.
How to Generate an Applicant Evaluation Summary with AI
15.1.15.
TimeSheet Walkthrough
15.1.16.
How to Generate a Job Description with AI?
15.2.
Super User / Sys Admin Videos
15.2.1.
Activate Modern Auth
15.2.2.
Adding Rich Text to Webform
15.2.3.
Assigning ATS Seat + Security Role
15.2.4.
Auto Email Workflow Creation
15.2.5.
Auto Numbering Setup
15.2.6.
Client/Hiring Manager Portal Okta Authentication
15.2.7.
Create Job from Opportunity – Customization
15.2.8.
Email Resume Parsing
15.2.9.
Feedback Setup + Configuration
15.2.10.
Hiring Manager/Client Portal Walkthrough
15.2.11.
Integration
15.2.12.
Job Portal + Webforms
15.2.12.1.
Customize the ATS ‘Share Opportunities’ screen
15.2.12.2.
Customize the Job Listing Page
15.2.12.3.
Integrate your Job Listing Page into your website
15.2.12.4.
Customize your Job Details Page
15.2.12.5.
Create and Customize your Web Forms
15.2.12.6.
Creating Webforms (Online Applications)
15.2.13.
Multi-Factor Authentication (MFA)
15.2.14.
Single Sign-on Set up
15.2.15.
System Dashboard Creation
15.2.16.
Teams Integration
15.2.17.
Time & Expense Set Up
15.2.18.
Create Screening Question Templates
15.3.
Microsoft Dynamics Admin
15.3.1.
Adding Emoji’s to Optionsets
15.3.2.
API Documentation
15.3.3.
Approving Email
15.3.4.
Bulk Change User Personal Settings
15.3.5.
Cascading Relationships
15.3.6.
Chart Creation
15.3.7.
Creating System Views
15.3.8.
Disabling Record Deletion + Export
15.3.9.
Double Default Views Issue Resolution
15.3.10.
Form Customization
15.3.10.1.
Make Text Field Behave like a Picklist
15.3.10.2.
Customize the recruiter view when sharing a Job or Opportunity
15.3.11.
Dynamics 365 App for Outlook Widget
15.3.11.1.
Dynamics 365 App for Outlook Widget Troubleshoot
15.3.11.2.
How to Track and Set Regarding
15.3.12.
Email Configuration for Outbound Accounts
15.3.13.
How to Enable the Recycle Bin
15.3.14.
Portal Custom Domains
15.3.15.
Restore a Dynamics Backup
15.3.16.
SharePoint Integration
15.3.17.
System Dashboard Creation
15.3.18.
Enabling ‘Projects’ as an entity for use with the Set Regarding lookup in the App for Outlook
15.3.19.
Enable the Recycle Bin
Download as PDF
2.3.2.
Update a Candidate Profile manually
To update a Candidate Profile manually, you need to navigate to
Candidate
and click on their name.
Once you enter the profile, you can add the latest information in the fields or upload a new resume.
Click on
Save
to save the changes.
2.3.1.1.
Request Update Information to Candidates from a Screening Question Template
2.3.3.
Update a Candidate Profile from Resumes
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