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Contents

Setup Documents
Configure SMS Templates
Configure Email Templates
Setup Job Application Career Page
Setup a New Job Workflow Hiring Process
Client Status Master
Candidate Status Master
Jobs Status Master
Candidate Skills Master
Configure Xeople Smart-email

Meaning & Purpose
Daxtra
Microsoft 365
SEEK
Broadbean
Zoom Meeting
Microsoft Teams Meeting

Multiple Organisations / Locations / Branch Office
Application/System settings
Purpose

User Access Requests
Application Roles and Authorisation
Invite Employees
Create internal staff employees

Work Schedule
Sync your Calendar
Sync your Emails
Setup Location
Setup MFA for security (Recommended)
Setup Email Signature
Setup Contact Details
Setup Profile Details

Setup your Automations
Notification Alerts
Favorite Reports
Recruiter Checklist
Candidate Assessment Test
Job Applications
Clients Landing
Candidates Landing
Jobs Landing
Activity Category
Notes Category
Candidate Folders
Job Tags
Candidate Tags
Client Tags
Meetings Software (Integrations)
Configure Dashboard

ReOpen a Job
Close Job
Send Invoice to Client
Place a Candidate
Interview Candidate
Share CV
Activity Management
Contact Client
Contact Candidate
Shortlist and Screen a candidate

Xeople Search – Entire OnHire Pool
Xeople Search – Proprietary Pool
Xeople Smart Email
Xeople Career Page – Link out
Job Board – Native apply
Assign Candidate Manually

INDEED

Create Job
Create Client

Share Job with Candidates
Contact Candidates
Documents
Notes
Candidate Emails
Candidate Activities
Search Job
Organise Folders
Employment History
Education Details
Profile Details
Candidate Landing

Entire OnHire Push or Extract
LinkedIn Profile
Smart Email Parsing
Job Application Form
Form

Version History
Meaning & Purpose

Contact Clients and its Contacts
Client Relationship Team
Client Documents
Client Mails
Client Notes
Assign Client Contacts
Client Activities
Client Jobs
Job Requisition
Client Summary
Client Landing
Create Client
Version History
Meaning & Purpose

Candidate VS Application Notes Log
Client VS Job Notes Log
Candidate VS Application Document
Client VS Job Document
Share Candidate with other Recruiter
Share CV
Bulk Contact Candidates
Share Job with Candidate
Bulk Reject Candidates
Bulk Remove Candidates
Job Status Change
Generate Job-specific Xeople smart Email
Share Job Application URL
Map Application Form
Job Action
Candidate Recommendation
Candidate match
Understanding Job Workflow and its stages
Manage Job Applications
Manage Job Posting
Jobs Landing
Create a Job
Version History
Meaning & Purpose

Candidate Emails
Contact Employees
Documents
Notes
Search Job
Organise Folders
Employment History
Education Details
Profile Details
Version History
Meaning & Purpose

Contact a Person
Assign Client
Contacts Landing
Create a Contact
Version History
Meaning & Purpose

Candidate VS Application Document
Client VS Job Document
Share Document(s)
Upload a Document
Document Access Rights
Document Category
Concept
Version History
Meaning & Purpose

BROADBEAN
INDEED
Version History
Meaning and Purpose

Version History
Meaning and Purpose

Feature Usage Report
Employee Report
Client Reports
Candidate Reports
Job Reports
Recruiter Reports
Management Reports
Version History
How to use

Exit 1
Usage
Exit
Onboarding
Meaning and Purpose
Version History
Meaning and Purpose

How to access it?
What concludes the Log?
Version History

Home » Manage Candidate and Client Entity Access

Manage Candidate and Client Entity Access

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