ATS Users
How to add candidates?
Adding from a resume
Adding from Outlook
Adding candidates’ profiles from multiple resumes
Adding candidates’ profiles from a spreadsheet
Adding candidates’ profiles from LinkedIn recruiter
Adding candidates’ profiles from HireEZ
Adding candidates’ profiles from Demandbase
Contacts and candidates
What is the difference between a candidate and a contact
Contact creation
How to update Candidates’ information?
Requesting to fill out a form
Updating manually
Updating from resumes
Updating from Outlook
What methods are used to identify and manage duplicate candidates?
Automatic detection of duplicate candidates
Merging duplicate candidates manually
How to create a candidate summary with AI
Create a candidate summary with AI
How to send messages to a portal user?
Send a message to a partner portal user
Send a message to a candidate portal
How to send an email to candidates?
Send an Email to Candidate
Create an Email using Copilot
Create an Email using AI
How to create a new opportunity (job or position)?
Adding a New Position
Adding a Job Description with AI
Adding a Job Description from a template
Adding interview questions to a new opportunity
How to Share a New Opportunity (or position)?
Sharing on your Job Portal
Sharing by email
Sharing on an external Job Portals
Sharing on Social Media
Sharing and promoting on LinkedIn
Add screening questions
“Share an Opportunity in the Partner Portal
How to Apply a Candidate to an Opportunity?
Applying from a Candidate Profile
Applying from LinkedIn Recruiter
Applying from a Suggestion
Applying from LinkedIn Recruiter Suggestion
Applying from a Shared Form
Applying from a HireEZ
How do you manage the Applications?
Manage Applications from Kanban Cards
Manage applications
Schedule Interviews
Send an Offer Letter
Create a New Placement
Synchronize an Application with UKG Ready
Synchronize an Application Paylocity
Invite an Applicant to the Candidate Portal
Add screening questions
Projects
Create a New Project
Create a Project Description with A
Create a Project Description from a Template
How to share a Project?
Share a Project on your Job Portal
Share a Project on your Candidate Portal
Share a Project on your Client or Hiring Manager Portal
Share a Project by Email
Share a Project on Job Portals
View Project Applications
Manage Projects Using Kanban View
How to start a New Search?
Boolean Search
Semantic Search
Advanced Find
What can I do with the Search Results?
Create a view.
Send a Bulk Mail.
Create an Application.
Create a Pool of Candidates.
Download the Results.
How to create a New Pool of Candidates?
Creating from a Candidate List
Creating from a particular profile
Creating from a Power Search
Adding from an Applicant Card
Add webform applicants to a poo
Add candidate from HireEZ
Move Pool members to another pool
What actions can I take with a Pool of Candidates?
Managing Pool of Candidates
How can I create qualified candidates?
Create a Submission from a Candidate Profile
Create a Submission from a Power Search Result
How can I share qualified candidates?
Sending a submission.
Sharing through the Hiring Manager Portal.
Managing Submissions
Add to a Pool
Schedule an Interview
Create a Placement
Send an Email
Where can I find the placements?
Create a placement record
Managing placements
Find placements from an Opportunity
Find placements from Applications
Synchronize a Placement with Paylocity
Synchronize a Placement with ADP
Synchronize a Placement with UKG
Synchronize a Placement with UKG Ready
Manage Placements in Kanban Cards
Where can I manage the Timesheets?
Set up the Timesheet Approver
Define the Timesheet Week
Add Rates to a Timesheet
Approve or reject a time entry
What is a Candidate Portal?
Dashboard
Jobs
Profile options
Time Entry options
What is a Hiring Manager or Client Portal?
Hiring Manager or Client Portal
Create a New Job from the Portal.
Send comments.
Review Applications.
What is a Candidate Portal?
Jobs
Time Entry
Approvals
Expenses
What is a Partner Portal?
Dashboards
Jobs
Candidates
Users
Applications
Dynamics ATS Users Configurations:
Personalization settings.
Changing default pane.
Changing the default tab.
Set the number of records shown.
Time zone and currency configuration.
Adding a signature.
Email preferences configuration.
Personal Dashboards.
Personal views.
Templates
Offer Letter Template
Job Template
Integrations
LinkedIn Recruiter connection.
Microsoft Booking
Super User/ Sys Admin:
Add new users
Security roles setup
Disable Permissions
Enable email users.
Update License
Add Hiring Manager or Client Portal Users
Portals’ Customization
Job Portal Customization
Candidate Portal Customization
Partner Portal Configuration
Hiring Manager or Client Portal Configuration
Authentication
Modern Authentication
Multi-Factor Authentication
Integrations
Career Builder, Monster and Dice
Zip Recruiter
Microsoft Teams
LinkedIn Recruiter
Naukri
Sharepoint
HireEZ
ADP
UKG
UKG Ready
Paylocity
HireRight
Google Jobs
Jora
Careerjet
BroadBean
Facebook
TextKernel
Jooble
Clearance Jobs
Share This
Google Analytics
Enable Email Resume Parsing
Form Setup
Create a Feedback Form
Candidate Updater Form
Artificial Intelligence
Enable AI options
Enable Copilot in ATS Email
Enable Azure Open AI in ATS Email
Microsoft Dynamics Admin Configurations
LinkedIn Integration – Troubleshoot InMail’s
Bulk Change User Personal Settings via XRM Toolbox
Change Default Cascading Relationships
API Documentation
Email Configuration
Form Customization
Job Portal URL customization
Create System Views
Enable Kanban Control on Application View
Dashboards
Create System Views
Enable Kanban
Skill Parsing Configuration
Enable Recycle Bin
Restore a Dynamics ATS Backup
Post your comment on this topic.