- Navigate to the appropriate Person or Company Datasheet and click on the Attachments tab at the top of the record
- Drag and drop or use the Browse button to upload the corresponding document
- Please note that only appropriate image file types can be used, such as .jpg, .png, and .gif
- Once the image is uploaded, click the Set as Profile Image icon to the right
Managing Company Records|Top Echelon Recruiting Software Help Center (invisible placeholder)
Right Side Panel
- Top Echelon Recruiting Software’s Right Side Panel allows for quick access to various Top Echelon Recruiting Software functions while viewing Datasheets and lists throughout the software
- To access the right side panel on a Datasheet, start by navigating to a Person, Company, or Job
- Locate the panel on the right side of the page and click on an icon to expand that corresponding pane
Mass Deleting Records From a List
- Navigate to any Search Results list, Hotlist, or Pipeline
- Select the checkboxes of the records you wish to delete
- Select Delete from Database in the Action menu
- Click Delete when prompted if you are sure you want to delete these records
Hiding or Displaying Cards on a Datasheet
- Navigate to a Person, Company, or Job Datasheet
- Click on the grid icon in the top left corner of the page
- Check any card name that you wish to view and uncheck any card that you wish to hide
- After making your selections, click the X in the upper right corner to close the View Preferences
Industries and Occupation Codes
- Industries and Occupation Codes function as an additional coding system for your People, Company, and Job Order records.
- Industries are a reflection of the North American Industry Classification System (NAICS) which is used by federal statistical agencies to classify businesses.
- Occupation Codes are a reflection of the Standard Occupational Classification (SOC) system which is used by federal agencies to classify workers into occupational categories.
Jobs Overview
- The Jobs Overview tab on a Company record displays a summary of the Open and On Hold Job Orders associated with that particular Company record
- To view the Jobs Overview for a particular Company:
- Navigate to the appropriate Company Datasheet and click on the Jobs Overview tab
- When reviewing the Jobs Overview, you can sort the list by clicking on the column header of the criteria you wish to sort by
- Clicking on the Candidates or Furthest Stage links will route you to the corresponding view on that Job Order’s Pipeline
- Clicking in the Candidates column of a Job Order in will display a quick snapshot of the candidates associated with that Job Order’s Pipeline
Managing People, Company, and Job Order Records
- To reorder cards on a Datasheet, hover your cursor over the top left corner of a card you wish to move
- Click, hold, and drag the card to a new location
- With the proper permissions, you can also create new custom cards/fields for your records
- To do so, navigate to Settings within the Side bar, click to expand the My Agency section and then select Manage Custom Fields
- To inline edit a piece of information on a record, click the pencil icon in the top right corner of that card
- In addition to the cards on the Datasheet, you’ll also find tabs for other parts of the record at the top of the screen:
- Attachments tab displays all documents/files that are attached to the record and allows you to add new ones
- Activities tab displays all open and completed Activities related to the record
- Record options drop-down gives you access to email, print, duplicate (C/J only), and delete the record
Tags
- Tags function as a custom coding system for People, Company, and Job Order records within Top Echelon Recruiting Software
- Tags are most widely used on People records because they will automatically parse when adding new resumes
- To add or remove tags for a specific record, locate and edit the Tags & Codes card on a Datasheet
- To review a count of how many times a tag has been used, add tag aliases, delete, or merge tags, navigate to Settings within the Sidebar and select Manage Tags
Duplicate/Copy a Company or Job Order Record
- Navigate to the original Company or Job Order record you wish to copy
- Click to expand the Record Options drop-down and select Duplicate Record
- A new add screen will populate with the original details already entered
- Make any necessary adjustments and click the Save button
Inline Editing
- Navigate to the corresponding record and locate the card you wish to edit
- Click the pencil icon in the top right corner of the card and click the Save button when complete
- After saving, you’ll notice that the record is immediately updated with your new change(s)