To add a New User to the partner portal, click Users on the sidebar and press Add user.
At the bottom of the screen, you’ll see empty fields. Add the information and then press Save changes to finish.
- 1. Getting Started
- 2. Candidates
- 2.1. Create a Candidate Profile
- 2.1.1. Create a Candidate Profile from a Resume – Smart Parsing
- 2.1.2. Candidate record from LinkedIn Recruiter
- 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
- 2.3. Update Candidates’ Information
- 2.4. Duplicated Candidates’ Profiles
- 2.5. Candidates’ Information
- 2.6. Send a Message to a Partner Portal User
- 2.7. Send a Message to a Candidate Portal User
- 2.8. Send an Email to a Candidate
- 2.1. Create a Candidate Profile
- 3. Opportunities (or Jobs)
- 3.1. Creating Jobs
- 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
- 3.2.6. How to Share Opportunities Using a Web Form
- 3.2.7. Adding Screening Questions to a Job Application Webform
- 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
- 3.3.1. View Applications in Kanban View
- 3.4. Discover automatic suggestions for jobs or opportunities
- 4. Projects
- 4.1. Create a New Project
- 4.2. Share a Project
- 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
- 4.4.1. Manage Projects Using Kanban View
- 5. Applications
- 5.1. Create an Application from Candidate Profile
- 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
- 5.2.1. Managing Applications from Kanban Cards
- 5.3. Managing Applications
- 5.3.1. Interview Scheduling
- 5.3.2. Send an Offer Letter
- 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
- 5.4. Invite an Applicant to the Candidate Portal
- 6. Searching Candidates
- 6.1. Boolean Search
- 6.2. Semantic Search
- 6.3. Advanced Find
- 6.4. Manage results of searches
- 7. Pools
- 8. Submissions – Share Pre-Screened Candidates
- 8.1. Create a Submission
- 8.2. Sharing Pre-Screened Candidates through Hiring Manager Portal
- 8.3. View Submissions sent through the Partner Portal
- 8.4. Managing Submissions
- 8.5. Add a Manager to a Submission
- 9. Placements
- 10. Time & Expense
- 11. Candidate Portal
- 12. Hiring Manager Portal (or Client Portal)
- 13. Partner Portal
- 14. Configurations
- 14.1. ATS Users
- 14.2. Super User/ Sys Admin
- 14.2.1. User setup
- 14.2.2. Dynamics ATS Behavior Configuration
- 14.2.3. Job Portal Customization
- 14.2.3.1. Customize the ATS ‘Share Opportunities’ screen for the Job Portal
- 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
- 14.2.3.5. Job Listing Customization
- 14.2.3.5.1. Job Listing – Displayed Grid Options
- 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
- 14.2.3.7. Job Portal – 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
- 14.2.4.7. Add fields
- 14.2.4.8. Automated email notifications – web forms
- 14.2.4.9. Styling
- 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
- 14.2.5.3. Candidate’s Profile – Fields Configuration
- 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
- 14.2.5.13. Timesheet Configuration
- 14.2.5.14. Set up the Candidate Portal email invitation
- 14.2.5.15. Applications Methods Setup
- 14.2.6. Partner Portal Configuration
- 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
- 14.2.7.1. Customize Client Portal Web Forms
- 14.2.8. Authentication
- 14.2.9. Integrations
- 14.2.9.1. CareerBuilder, Monster and Dice
- 14.2.9.2. ZipRecruiter
- 14.2.9.3. Microsoft Teams
- 14.2.9.4. LinkedIn Recruiter
- 14.2.9.5. 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
- 14.2.9.27. 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
- 14.2.12. 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
- 14.2.16. Power Search Configuration
- 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
- 14.3.6. 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
- 14.3.11. Enable Kanban Control on Application View
- 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
- 15.3.11. Dynamics 365 App for Outlook Widget
- 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
- 15.1. ATS User Videos
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