How to Use the Browser Extension
Top Echelon's Browser Extension can be added to your Google Chrome, Microsoft Edge, or Firefox browser and is designed to streamline and automate manual data entry for TE Recruit. The extension will allow you to import candidates directly from specific webpages right into the software. It will parse the information on the web page, check to see if the record already exists in your database, and will give you the option to either create a new record or update an existing one. You can also add the contact to one or more Pipelines or Hotlists right from the extension to save even more time!
When using the Top Echelon Browser Extension tool, only import information into your database that you have permission to add.
Prefer a video? Check out our special Training Tuesday recording on the extension!
To install the Browser Extension for the first time:
- Expand the Sidebar in the top right corner of the software and click on the Settings icon
- Click to expand the Addons & Integrations section and then select Top Echelon Browser Extension
- The installation instructions will populate on the left side of the Top Echelon Browser Extension page
- To begin, click the Go to button for the browser of your choice
- This will route you to the corresponding web store
- Click the Add to button in the top right corner
- Note: Microsoft Edge users may be prompted to allow the use of Chrome Extensions in Edge
- A box will appear in the top middle of your browser to ask if you would like to add the extension
- Click the Add Extension button
- You’ll see the Top Echelon logo added to the toolbar in the top right corner of your browser
- Navigate to a website compatible with the Extension (see full list below)
- Click the Top Echelon logo and enter your TE Recruit login credentials
- Click the Log in button when complete
- If you’re on a profile, the extension should have already parsed the current page. You’re ready to start working!
To use the Browser Extension:
- Navigate to one of these web pages that is compatible with the extension (you’ll see the extension icon light up if you’re on a compatible page):
- Angel.co
- Careerbuilder.com
- Dice.com / Dice.ca
- GitHub.com
- Indeed.com
- LinkedIn.com
- Monster.com / Monster.ca
- Monsterboard.nl
- Twitter.com
- Xing.com
- ZipRecruiter.com
- ZoomInfo.com
- Click the extension logo (pyramid icon) in the upper right corner of your browser to begin parsing the page
- A sidebar will appear containing the following options:
- If there is no record associated with that person:
- A yellow message stating No matching records found will appear at the top of the extension
- Parsed information such as the Profile Picture, Contact Info, Social Media, and Work History can be reviewed before adding to TE Recruit
- City and State fields, as well as the Person Type field can be adjusted before adding
- Additional information, like Education and Certifications, is also parsed in the background when adding the record
- Three actions can be taken:
- Add Record – Creates a new person record in TE Recruit based on what has been parsed from this website
- Add to Pipeline – Opens a window allowing you to attach the person’s record to one or more Pipelines in TE Recruit
- Add to Hotlist – Opens a window allowing you to attach the person’s record to one or more Hotlists in TE Recruit
- If there is an existing record associated with that person:
- A blue message will appear at the top of the extension stating This record already exists
- Five actions can be taken:
- View Record – The View button in the upper right corner will open up this person’s existing TE Recruit record in a new tab
- Add to Pipeline – Opens a window allowing you to attach the person’s record to one or more Pipelines in TE Recruit
- Add to Hotlist – Opens a window allowing you to attach the person’s record to one or more Hotlists in TE Recruit
- Update Record – Parses new information from the profile into the existing record to update it
- Create New – Located in the bottom right corner of the extension, the Not a match? Create New link allows you to start a brand new record for this person if they’re not actually a duplicate
- If you are on a page that can't be parsed or is not compatible:
- A message will appear stating failed to load person from page