Knowledge Base
Welcome to the Eploy Knowledge Base, a library of user-guides and help documents to take you step by step through how to set up and use Eploy. Just as we have developed Eploy from customer feedback, our Knowledge Base has been built from requests for support and frequently asked questions. If there is a subject that isn’t covered in the Knowledge Base that you and other users would benefit from, please get in touch via at success@eploy.co.uk.
Vacancies and Advertising
Learn all you need to know about raising and advertising Vacancies in the Core System.
- Job Roles and Openings
- View a Vacancy
- The Vacancy Summary
- Raise a Vacancy
- Vacancy Authorisation
- Positions Remaining / Open
- Advertise and Share a Vacancy
- Change the Vacancy Organisation or Contact
- Vacancy Hiring Managers and Panel Members
- Assign a Vendor (Agency) to a Vacancy
- 'Working a Vacancy'
- Eploy Multi-Poster
- ChatGPT
- The Eploy AdStore
- Pay Salaries (Salary Banding)
- Vacancy Templates
- Apply with Indeed and Google for Jobs
Applications, Interviews and Hires
In this collection you'll find everything you need to know about viewing and processing Applications, managing Interviews and Hires.
Dashboards, Analytics and Reports
Learn how to report on your data using Eploy's award winning Dashboards and Reports
- Introduction to Dashboards
- Dashboard creation and sharingLearn how to create, share and copy dashboards to other users.
- MetricsLearn how to create and edit a Metric - the driving force behind your Dashboard Widgets.
- WidgetsLearn how to create and edit widgets on your Dashboards.
- Widget TypesLearn about the different types of Widgets available for your Dashboards
- Ratio WidgetsLearn more about Ratio Widgets and how they can be used to measure Conversion Rates.
- Time to Hire Metrics
- Target TemplatesLearn how to use Templates to track user based KPIs in Eploy
- Dashboard and Widget Filtering
- Reports in Eploy
- Credit History
Content Management System (CMS)
This section only applies if your candidate website uses Eploy's CMS
- CMS GlossaryThis glossary outlines each feature and field within the Eploy CMS.
- CMS Key screens and featuresLearn about the key screens available within the Contensis CMS to help with navigating, editing, and managing content entries.
- Add a Component to a web pageDescriptions of key content types available and information on how to add Components to your web page within the CMS.
- Create an Entry in your CMSLearn how to create an Entry within your CMS. This is an essential step that needs to be completed before a component can be added.
Hiring Manager Portal
Here you'll find everything you need to know about using Eploy's Hiring Manager Portal
- Hiring Manager Portal - OverviewOverview of the Hiring Manager Portal
- Create and edit Hiring Manager Users
- Logging in to the Hiring Manager PortalThis article explains how to log in to the Hiring Manager Portal. We will also explore how a Hiring Manager can reset their password, how to log in using 2-Factor…
- Vacancy Requisition and Authorisation
- Vacancies Page
- Applications in the Hiring Manager Portal
- Interviews and Interview Slots
- Offers and Hires
- Talent Pooling for Hiring Managers
- Name Blind Recruitment
- Reports in the Hiring Manager Portal
Security Settings
Learn about the security settings for your users available within Eploy
- Password Strength and History Policy
- Lockout Policy
- Candidate Registration Validation and Email Already Exists ProcessLearn how to configure the Candidate Registration Validation and Email Already Exists process
- Social Logins
- Single Sign On
- Permitted IP Access
- 2 Factor Authentication (2FA)
- Portal Configuration
Configure the Recruitment Workflow
Learn how to configure and manage your Recruitment Workflows
- Recruitment Workflow - Preparation
- Recruitment Workflow Settings
- Recruitment Workflow Stage Settings - Stage Details
- Recruitment Workflow Stage Settings - Notifications
- Recruitment Workflow Stage Settings - Core System Transitions
- Recruitment Workflow Stage Settings - Hiring Manager Settings
- Recruitment Workflow Stage Settings - Automatic Transitions
- Migrating Vacancies from one Recruitment Workflow to another
Users, Roles and Permissions
Learn how to create a new User, configure User Roles and Permissions
The Employee Portal
Information on managing Internal Mobility and Referrals via the Employee Portal
Candidate Portal
In this section you'll find everything you need to know about the Candidate Portal.
Rules, Imports and Exports
Information on Rules, Imports and Exports
EployMail
Instructions on configuring and using EployMail
Creating and Managing Skills
Learn how Skills can be used to drive Talent Pooling activity
Candidate Flows, Structured Reviews and Compliance
Learn how to create Flows to manage Application and Onboarding, Panel Reviews and Compliance checks.
Opportunities
Learn how to construct and use Opportunities within Eploy.
The Consent Module
Eploy's Consent Module gives you the ability to fully manage your Candidate data retention policies and includes settings on what to do when that consent expires.
- Hints and Tips before configuring the Consent Module
- The Consent Dashboard
- Data Consent and Exclusions
- Preferences and System Checks
- Record Management and ConsentThis article will look at how to view the current Consent status of a Candidate, edit their consent for them, and manually anonymise and delete records.
- Consent - The Candidate Experience
Reference Collection
Guidance and information on using the Reference Collection module within Eploy
Discover Forms
Guidance and information on using Discover Forms to capture information
Organisation Records
Guidance and instructions on using the Organisation record
Searching and Filtering
Learn how to use the search and filter tools available within Eploy
Candidate Records
Information and guidance on managing Candidate Records
Contact Records
Information and guidance on managing Contact records
Vendor (Agency) Portal
Information and guidance on using the Agency Portal.
General Information, System Admin and Configuration
Learn how to administer and configure high-level aspects of your Eploy system
Email, SMS and iCal
Information and guidance on using the email and SMS features within Eploy
Rates and Timesheets
Guidance on configuring Rates and Timesheets
Release Notes and Features
View the latest version release notes and features