Implementing Eploy
Welcome to the Implementing Eploy section of our knowledgebase. If you’re currently going through any kind of Implementation, be that as a brand new customer of Eploy, or an existing customer who’s having some work done, you’ll be able to find everything you need to know about our project phases and the tasks to be completed within each phase here.
By Will and 1 other2 authors55 articles
Phase 1 - Customer Readiness
Here you'll find guidance relating to the first phase of the Implementation process.
- Introduction to Phase 1 - Customer ReadinessAn introduction to the first phase of Implementation.
- Implementation Project Roles and ResponsibilitiesOverview of the roles and responsibilities of recommended project members.
- Eploy TerminologyWithin Eploy, there will be many terms that you’re familiar with, but there may be others that you are not. This article will define the most commonly used terms within…
- Question field typesDescription of the question field types available within Eploy.
- Getting to know your UsersOverview of the different user types available within Eploy.
- Data Import - OrganisationsIn this article we'll explore what an Organisation Record is in detail, and look at the Company Import spreadsheet.
- Data Import - Contacts and Users
- Spec Docs - Vacancy Requisition formExplanation of how to complete the Vacancy Requisition Form spec doc.
- Spec Docs - Vacancy and Hire AuthorisationExplanation of how to complete the Vacancy and Hire Authorisation spec doc.
- Spec Docs - Candidate RegistrationExplanation of how to complete the Candidate Registration spec doc.
- Spec Docs - Application FormsExplanation of how to complete the Application Forms spec doc.
- Spec Docs - Recruitment WorkflowsExplanation of how to complete the Recruitment Workflows spec doc.
- Spec Docs - Structured ReviewsExplanation of how to complete the Structured Reviews spec doc.
- Spec Docs - Gathering Offer DetailsExplanation of how to complete the Offer Details spec doc.
- Spec Docs - Onboarding FormsExplanation of how to complete the Onboarding spec doc and tips on key considerations to bear in mind when designing your onboarding journey.
- Spec Docs - The Vendor PortalExplanation of how to complete the Vendor Portal spec doc.
- Candidate Portal Configuration - Quick Reference GuideFrequently asked questions relating to the configuration of your website and Candidate Portal.
Phase 2 - Eploy Build and Configuration
Here you'll find guidance relating to the second phase of Implementation
- Introduction to Phase 2 – Eploy Build & Customer Configuration PreparationAn introduction to the second phase of Implementation.
- Customer Configuration - What to I need to do and how long will it take?An overview of the tasks you'll be asked to complete within the Customer Configuration phases of your Implementation, along with a general idea of how much time you should allow…
- Customer Configuration TrainingOverview of the training you'll receive during this phase of Implementation.
- Vacancy Templates and Vacancy Template FormsGuidance on preparing to configure Vacancy Templates and Template Forms.
- Pay SalariesGuidance on preparing to configure Pay Salaries (aka Salary Banding)
- Authorisation WorkflowsGuidance on creating authorisation workflows.
- Drop Down ListsGuidance on gathering the contents of drop down lists used within Eploy.
- Application and Onboarding Forms and Flows
- Custom reportable fieldsInformation on the types of custom fields that can be added to your Eploy system.
- Email TemplatesOverview of the different email template types available within Eploy and guidance on preparing to configure them.
- GDPR SettingsInformation on preparing to configure the GDRP settings within Eploy.
- Password and Security SettingsGuidance on setting up your Password and Security settings within Eploy.
- Recruitment WorkflowsGuidance on the customisation options available within Recruitment Workflows.
- Reference CollectionGuidance on preparing to configure the Reference Collection module within Eploy.
- Job AlertsGuidance on preparing to configure the Job Alert settings within Eploy.
- Document TemplatesGuidance on preparing to create document templates within Eploy.
- iCal TemplatesGuidance on preparing to configure iCal templates.
Phase 3 - Customer Configuration
Here you'll find guidance relating to the third phase of Implementation
- Introduction to Phase 3 – Customer Configuration & Customer Testing PreparationAn introduction to the third phase of Implementation
- Vacancy TemplatesHigh-level guidance on creating Vacancy Templates.
- Amend a Vacancy Template FormHigh-level information on how to amend the Vacancy Template Form.
- Pay SalariesHigh-level guidance on how to add Pay Salaries
- Authorisation WorkflowsHigh-level guidance on creating Authorisation Workflows
- Drop Down ListsHigh-level information on configuring drop down lists
- Forms and FlowsHigh level information on amending forms and flows within Eploy
- Email and iCal TemplatesHigh-level information on configuring email and iCal templates
- GDPR SettingsHigh-level information on setting up GDPR settings within Eploy
- Password and Security SettingsHigh-level overview of amending Password and Security settings within Eploy
- Recruitment WorkflowsHigh-level information on configuring Recruitment Workflows.
- Reference CollectionHigh-level overview of configuring the Reference Collection module within Eploy.
- Job AlertsHigh-level overview of configuring Job Alerts.
- Document TemplatesHigh-level overview on how to create Document Templates
Phase 4 - Customer Testing
Here you'll find guidance relating to the fourth phase of Implementation
- Introduction to Phase 4 – Customer Testing and Go-Live PreparationInformation on the fourth phase of Implementation.
- Test ScenariosHaving suitable test scenarios in place will help ensure you thoroughly test your system - here we provide some thoughts on suitable scenarios.
- Test ScriptsIn addition to scenarios, you'll need scripts which outline the exact steps to carry out when testing
- Test LogThe test log allows you to keep track of the status of your tests
- Feeding back to EployAs you complete your tests, you may need to feed back error details to your Implementation manager. This article explains how.
- Hints and Tips for TestingWe've been helping customers test their systems for over 20 years - here are a few hints and tips to help you get the most from your testing phase.
Phase 5 - Customer Launch
Here you'll find guidance relating to the fifth and final stage of Implementation