Top Echelon Browser Extension

The Top Echelon Browser Extension works with select browsers and is designed to streamline and automate manual data entry into Top Echelon. The extension will allow you to import Person records directly from several sites into TE.  It will read the profile/resume on a page, check to see if the record already exists in your database, and if it does, allow you to easily update the record and add the profile as the new Current Resume on the record.  If the record doesn’t already exist, you can use it to create a new record in your database. You can also add the Person to one or many Pipelines and Hotlists right from the Extension to save even more time! 

Please note that the this Extension works with Chrome, Edge, and Firefox web browsers.

NOTE: when using the Extension, only import information into your database that you have permission to add.

Table of Contents

• Installing the Extension
• Using the Extension
  • Adding a New Record
  • Updating an Existing Record

Installing the Extension:

To install the Top Echelon Browser Extension:

1. Expand the Sidebar in the top right corner of the software and click on the Settings icon

   

2. Click to expand the Addons & Integrations section and then select Top Echelon Browser Extension
3. The installation instructions will populate on the left side of the Top Echelon Browser Extension page
4. To begin, find the section for the browser you're using

   • The blue Download... links at the upper right of each section will take you to download the browser itself, if needed/desired

     

5. Click either of the green Go to... buttons to access that browser's add-on or extension "store"
6. To install:
   • In Chrome:
     • Click the Add to Chrome button
   • In Firefox:
     • Click the Add to Firefox button
   • In Edge:
     • The Chrome Store will show a "...works on Microsoft Edge" banner at the top

     • Click Get Extension in the banner

       

7. Each browser's "Confirm/Add" prompts look a little different - follow any/all prompts until you see a "Success/Added" message
8. You should see the TE logo added to your browser's toolbar with other extensions you might have - usually this is in the upper right corner
   • If it's not immediately visible, you may need to open an Extensions menu to "pin" it to the toolbar

     • Usually this menu is behind a "puzzle piece" icon like this example from Chrome:

       

     • NOTE: The Extension will only appear active on a page it can "read" on sites it works with, listed below - otherwise it will be dim/grey/inactive:

       

       

     • Sites the Extension works with:
       • Angel.co
       • CareerBuilder
       • Dice
       • Github
       • Indeed
       • LinkedIn
       • Monster
       • Monsterboard.nl
       • X (formerly Twitter)
       • Xing
       • ZipRecruiter
9. On any page, click the TE logo to enter your login credentials, then click Login
10. You should see a notification letting you know that you’ve successfully logged in
11. Now you’re ready to start parsing profiles with the Extension!

Using the Extension

Adding a New Record

1. Navigate to a web page that you’d like to parse into TE
   1. Usually this is a "profile" page for a Person you'd like to add to your database
2. Click on the Browser Extension logo in the browser toolbar
3. A dialog box will appear to preview some of the information that will be saved into your database
4. To create the new Person record in TE, you can either:

   1. Save the record without adding to a Pipeline or Hotlist - click the Add Record button to create the new Person record in TE

      OR

   2. Click the Add to Pipeline and/or Add to Hotlist button(s) to take those actions when adding the Record
      1. The Extension will add the record to your database and put it in the selected Pipeline(s) or Hotlist(s), saving you multiple clicks

Updating an Existing Record

When the Extension finds a matching record in your database, you will see "This record already exists." at the top of the Extension view.

From here you may:

• Click View in the upper right to open the existing, matching Person record in TE
• Use the Add to Pipeline and/or Add to Hotlist buttons to add the Person record to one or more Pipelines or Hotlists in TE
• Click Update Record to update the existing Person record in TE with the information displayed in the Additional Information section