Eploy

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.

By Glenn and 1 other2 authors160 articles

Vacancies and Advertising

Learn all you need to know about raising and advertising Vacancies in the Core System.

Job Roles and Openings

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

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.

Recruitment Pipeline and Tab View

The Application Dialogue

Actions and Slots - Interview Management

Offers 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

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

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…

Hiring Manager Portal - OverviewOverview of the Hiring Manager Portal

Vacancy Requisition and Authorisation

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

Candidate Registration Validation and Email Already Exists ProcessLearn how to configure the Candidate Registration Validation and Email Already Exists process

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

Standard (Core System) Users

What are Roles and Permissions?

Configure and Assign Roles

Configure Data Access

Configure Field Access

Configure Permission Groups

Permission and Access Audit Logs

The Employee Portal

Information on managing Internal Mobility and Referrals via the Employee Portal

The Employee Portal - OverviewVideo Overview of the Employee Portal

Employee Portal Configuration

Referral Bonuses

Employee Creation and Employee Registration

Referrals as an Employee

Referral Program Management

Candidate Portal

In this section you'll find everything you need to know about the Candidate Portal.

Candidate Registration

Data Protection - Managing Consent and Contact Preferences

Reset a Candidate Password

Candidate Profile Update, Document and CV Upload

View and Withdraw an Application

Saved Vacancies

Timesheet Submission

Rules, Imports and Exports

Information on Rules, Imports and Exports

Imports and Exports

The Organisation and Contact CSV Import

Candidate Import via CSV

EployMail

Instructions on configuring and using EployMail

The Auto-CV Import Mailbox

Setting Up EployMail

Accessing EployMail

Linking EployMail to Eploy

Composing Emails in EployMail

CV Importing with EployMail

Creating and Managing Skills

Learn how Skills can be used to drive Talent Pooling activity

What are Skills?

Manage Skills and Synonyms

Assign Skills to a Vacancy, Candidate, Organisation and Contact

The Skills Report

Candidate Flows, Structured Reviews and Compliance

Learn how to create Flows to manage Application and Onboarding, Panel Reviews and Compliance checks.

Flows - Overview

Flows - Hints and Tips

Indeed Apply Flow

Opportunities

Learn how to construct and use Opportunities within Eploy.

Opportunities - Overview

Opportunity Management

Reference Collection

Guidance and information on using the Reference Collection module within Eploy

Reference Collection - Overview

Reference Collection Settings

Discover Forms

Guidance and information on using Discover Forms to capture information

Create a Discover Form

Add a field/question to a Discover Form

Situational Judgment Tests, Audio and Video Interviews

Input Data Validation - Regular Expressions

View and export Form Responses

Organisation Records

Guidance and instructions on using the Organisation record

Organisation Record - Overview

Create and Edit an Organisation

Searching and Filtering

Learn how to use the search and filter tools available within Eploy

Simple and Dynamic Filters

Advanced Filters

Candidate Records

Information and guidance on managing Candidate Records

Candidate Creation

Candidate Types

Merge Duplicate Candidates

The Candidate Summary

Contact Records

Information and guidance on managing Contact records

Contact Record - Overview

Create and Edit a Contact

Vendor (Agency) Portal

Information and guidance on using the Agency Portal.

Vendor Management

Duplicate Checks and Candidate Ownership options in the Vendor Portal

Vendor Portal User Guide

General Information, System Admin and Configuration

Learn how to administer and configure high-level aspects of your Eploy system

History and Favourites

Grids - View Modes and Layout

Create, edit and manage Drop Down Lists

Field Customisation

Job Board Aggregators

Auto-Delete Records

Eploy Translation Tool

Recruitment Milestones

Global Addresses

Email and SMS

Information and guidance on using the email and SMS features within Eploy

Type and location of Email & SMS templates

Create and edit Email and SMS Templates

Send an email or SMSLearn how to send individual emails and SMS or mailshots.

Authorisation Workflows

Learn how to configure and use Vacancy and Hire Authorisation Workflows

Preparing for Authorisation Workflows

Create an Authorisation Workflow

Authorisation Workflow Stages

Rates and Timesheets

Guidance on configuring Rates and Timesheets

Updating Pay Rates

Eploy Restricted Hours Visa Breach Prevention Features

Release Notes and Features

View the latest version release notes and features

Innovations Version Update v52

Eploy Feature List