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 Jobs 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:
Reporting
- TE Recruit has three types of reports for keeping track of your team’s progress:
Keeping records up to date
- Records can be edited via the Edit pencil at the top of the screen, or through the Edit pencil within any Card
- Several features in TE Recruit can automatically update duplicate records:
- 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:
- 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)