Workflow Guides: Administrative Tasks

Welcome to our last in a series of Workflow Guides for Top Echelon Recruiting Software!

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


  • Top Echelon Recruiting Software has three types of reports for keeping track of your team’s progress:

Keeping records up to date

Advertising positions and managing applications

  • Top Echelon Recruiting Software 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, 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:

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