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Introduction To The Tile Page

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Written by Robyn Neal
Updated over a year ago

Welcome to Talisman!

Whether it's your first time logging on, or you are re-familiarising yourself with all the functions Talisman has to offer, the Tile Page is the first stop for you in your Talisman journey!

Depending on what you have purchased for your business (and your permission level), you will have access to different tiles to help you achieve your day-to-day workflows.

Learning & Support

Live Chat

The quick way to ask questions and get in touch with our Support team. It is also where you are able to access all our amazing help articles (like this one!).

Support Tickets

If you are having any technical issues, or your raised a Live Chat that requires our team to look into we will generate a Support Ticket. You can create a ticket straight away by selecting "Open a Support Ticket", then to review any open you can select "Review Open Support Tickets"

Talisman Learning

This is the go-to platform for learning the key recruitment workflows you will need in Talisman. The video lessons range from 5-25mins each and are designed to get any new users up & running fast, and also anyone wanting a re-fresher on the default workflows in Talisman.
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The great thing about Talisman is that it can be adapted for you and your company! In saying this, if you are wanting to find out how to map custom workflows please reach out and we can book in an Optimisation Call with you and one of our Success Managers to set this up with you.

Download Loom

Any questions are always better helped with visuals, and that is where we recommend downloading Loom. Send our Support team a screen recording of any queries you have, and they can get looking into the issue asap!

CRM

The CRM Tile is the core of everything you do within Talisman. Here you will be taken straight to your Individual Consultant Overview where you can see everything that is on your desk from how many new business development calls you have had that day all the way to your net starters/ finishers for the week.

Going to the menu button on the top left, you will also be able to find all your Client, Contacts and Candidate records. *If you are adding new data, head down to WinkWink to find out more on our Chrome Extension to quickly add in data

Dashman

You have arrived at activity tracking heaven! Dashman is an incredibly sophisticated reporting platform giving you and overview of the key metrics most important to you and your teams. Dashman can be used to manage the individual, team and even the wider the company performance by simply using the filters at the top.

The real time dashboards, come with pre-set reports for you to start building your reporting view from the moment you enter Talisman. They can also be customised to suit your exact needs. Reach out to our support team through LiveChat to have a chat about building your dream Dashaman

Wink Wink

Hate having to create and send campaigns through a 3rd party system, then having to wait for the data and responses to slowly come back into your CRM through an API or integrations?.... Then don't! Wink Wink is Talismans fully native recruitment marketing powerhouse. Not only can you build and add contacts & candidates to campaigns, but you have full visualisation and control over bounced emails and can review/report on success of the campaign through engagement metrics.

Pay & Bill

Pay and Bill system streamlines financial operations, facilitating seamless payment processing and invoicing. It automates the tracking of employee hours and expenses using timesheets, ensuring accurate billing to clients. With a Pay & Bill system that seamlessly integrates into your Dashboards and Reporting system, you spend less time worrying about your Pay & Bill process and can spend more time focusing on building the perfect recruitment machine with Talisman.

TimeLine

Along side our Pay & Build module we have a fully integrated timesheeting system for you, your clients and candidates to use. With quick access to viewing the outstanding timesheets for the candidates and one click approvals your timesheet management nightmares become a thing of the past!

At Talisman we are always growing and looking for ways to give our clients everything they need to build a winning recruitment machine! So keep an eye out on this page to watch the Talisman universe expand!

We hope this article has helped with the questions you had. If you have any further questions, please reach out to our Support team who will be able to assist further by selecting the help icon in the top right of your Talisman instance, then "Live Chat".

Copyright ยฉ 2023 Talisman

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