To create a Placement from a Submission, go to Submissions in the sidebar and select them by clicking in their row.
Click on Placement at the top of the screen.
Select a Project or Job from the list and press Add.
- 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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