Candidate Management
Article topics include: candidates and opportunities, interviews, Fast Resume Review, stage changes, archiving opportunities, requisitions, offers, and automation workflows.
Candidates & Opportunities
- Using advanced search and rediscovery
- Understanding the difference between candidate profiles and opportunities
- Adding new opportunities to existing candidate profiles
- Following opportunities and postings
- Snoozing opportunities
- Adding and deleting resumes
Pipeline Management
- Call-to-action buttons
- Automatic stage progression in the Lead section of the pipeline
- Filtering candidates by last interaction
- Inactivity alerts
- Understanding pipeline stages
- Using the bulk action toolbar
Interviews
- Scheduling interviews
- Scheduling interviews with Google Meet links (Google Workspace)
- Scheduling and rescheduling interviews (Office 365)
- Rescheduling interviews
- Creating and using Easy Book links
- Scheduling private interviews
Surveys
Stage Changes
Archiving
Requisitions
Offers
- Adding a company signature field to offers (Adobe Sign and DocuSign)
- Adding custom approvers to approval workflows
- Using calculations in offer letters
- Revising offers
- Creating offers
- Creating offer letter templates
Automation Workflows
- Automation workflows: Setting up referral notifications
- Automation workflow recipes
- Automation workflows: Setting up email automations
- Automation Trigger: Opportunity stage changed
- Setting up automation workflows for hired opportunities
- Automation Trigger: Application form submitted
General Data Protection Regulation (GDPR)
Migrating to the Opportunities Data Model (2019)
- Updating your integration for Lever's Opportunities data model
- Updating your auto-categorization integration for the Opportunities data model
- Updating your assessment integration for the Opportunities data model
- Updating your background check integration for the Opportunities data model
- Updating your data warehouse integration for the Opportunities data model
- Updating your HRIS integration for the Opportunities data model