Navigation Features
In this article, we’ll review several of the basic navigation features in Top Echelon Recruiting Software that make it easy and user-friendly to move around the software.
(1) Top Echelon Recruiting Software Dashboard
- The main dashboard displays snippets of your account information at a glance, such as:
- Record counts for People, Company, and Job Order records
- Recently viewed People, Companies, and Job Orders
- Recent Notifications
(2) Main Navigation Bar
- The options in this bar allow you to access the various databases and functions available with the software
- Top Echelon logo will return you to the main dashboard
- People, Companies, and Jobs will direct you to the dashboard for that corresponding database
- Planner will display all Activities logged and scheduled for your selected time frame
- Email will display recently sent messages along with several other options such as the ability to manage templates and signature files
- Reports will show a dashboard that allows you to review recently saved and run reports, as well as create new ones
(3) Notification Bell
- Notifications within Top Echelon Recruiting Software are a way of letting you know when certain actions are completed within the software (i.e. Contact Imports, Exports, Reports, Merges, records added to one of your Pipelines)
(4) Plus Sign Icon
- Click this icon to add a new Person, Company or Job Order to your database
(5) Quick Find
- Allows you to quickly lookup a specific record when needed
- You can search for any record type based on a variety of criteria such as name, title, phone number, email address, or location
- As you start typing, results will begin to populate underneath the Find box
(6) Sidebar
- Allows access to your Daily Agenda, Pinned Records, Hotlists, Recent Records, Help Center and Settings
- The Sidebar can be expanded and left open for easy access to these items throughout your workday by clicking the corresponding icon
- Click the X to close the Sidebar at any time
