Workflow Guides: Administrative Tasks

Welcome to our last in a series of Workflow Guides for TE Recruit!

The subject of this guide will be Administrative Tasks. We’ll focus on several concepts:

• Managing users and customization
• Reporting
• Keeping records up to date
• Advertising positions and managing applications

Managing users and customization

• Other users’ accounts can be managed via Manage Users in Settings
  • By default, the Main Contact has access to this page, but access can be given to other users as well
  • There are a large number of user permissions to choose from, and users can be allowed or restricted access for many areas of the software
• TE Recruit has several customizable features:
  • Activity Types
  • Pipeline Stages
  • Tags
  • Custom Fields/Cards

Reporting

• TE Recruit has three types of reports for keeping track of your team’s progress:
  • Activity
  • Pipeline
  • Placement

Keeping records up to date

• Records can be edited via the Edit pencil at the top of the screen, or through the Edit pencils within Cards
• Several features in TE Recruit will automatically update duplicate records:
  • Email Parser
  • Contact Importer
  • Bulk Resume Upload
• Individual records can be deleted quickly and easily, and completed Contact Imports can be deleted easily as well if a mistake was made
  • For individual records that were accidentally deleted, they can be restored through the Deleted Records page
• If duplicate Company or Person records are created, they can be merged through the Merge Company and Merge People functions

Advertising positions and managing applications

• TE Recruit offers several services for advertising positions:
  • Job Board / Careers Page / Social Media
  • Job Posting
  • TE Network / TE Network Jobs Feed
  • Free Job Boards
• Jobs can be advertised to our various services through the Advertise card on the job’s record, or from the Jobs Dashboard
  • If the Post/Share links are not appearing for a particular service, hover over that service’s icon in the Advertise card to view the reason why
  • Jobs can also be removed from these locations as well
  • To search for all jobs advertised to a specific service, use the Advanced search
• To review applications for a job, and decide how to proceed with them:
  • Applicants appear in the Inbox view of the Pipeline associated with the posted job (you’ll be notified of new applicants to your jobs as well)
  • All applicants currently in the Inbox of an open Pipeline, as well as applicants that submit their resume via your Job Board/Careers Page, will appear in the Candidate Inbox view for easy access and decision making

Feel free to check out some of our other Workflow Guides as well:

• Sales and Business Development
• Research and Sourcing
• Recruiting
• Administrative Tasks (you are here)