Navigation Features

In this article, we’ll review several of the basic navigation features in TE Recruit that make it easy and user-friendly to move around the software.

TE Recruit Dashboard

• The main dashboard displays snippets of your account information at a glance, such as:
  • Pipeline Summary widget
  • Top Candidate Sources widget
  • Recently viewed People, Companies, and Jobs
  • Recent Notifications
  • Record counts for People, Company, and Job records

Main Navigation Bar

• The options in this bar allow you to access the various databases and functions available with the software
  • Top Echelon icon 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 signatures
  • Reports will show a dashboard that allows you to review recently saved and run reports, as well as create new ones

Plus Sign Icon

• Click this icon to add a new Person, Company or Job to your database
• You can start a new Contact Import or Bulk Resume Upload from here as well

Settings Icon

• View a full list of all Settings pages

Notification Bell

• Notifications within TE Recruit 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)

Help Center Icon

• View our repository of help center articles and software training videos

Support Chat Icon

• Get quick help from one of our support experts available M-F from 8 am - 5 pm eastern time

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

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 icon again to close the Sidebar