- Navigate to a Person, Company, or Job Datasheet
- Click to expand the Timeline pane within the Right Side Panel
- Click the Add Quick Note button in the top right corner of the pane
- Log your corresponding details and click the Save button when complete
Managing People Records
Changing the Status of a Person
- Navigate to the corresponding Person’s Datasheet
- Locate the Miscellaneous card and click the pencil icon to inline edit the Status field
- Click to expand the Status drop-down menu
- Select the appropriate Status from the list and click the Save button when complete
Person Type
- To change a person’s type:
- Navigate to the corresponding Person’s Datasheet
- Locate the Miscellaneous card and click the pencil icon to inline edit the Type selections(s)
- A person can be labeled with more than one type
- To search on Person Type:
- Navigate to the People Dashboard and click on Advanced Search
- Locate the Miscellaneous card and check the corresponding Type(s) you wish to search
Storing Social Media Profiles
- Navigate to the corresponding person record and locate the Social Media & Links card
- Click the “Find on __” link
- Top Echelon Recruiting Software will open a new tab or window with search results for that person on that specific social network
- Review the results, select the appropriate profile and copy the corresponding profile URL
- Navigate back to Top Echelon Recruiting Software and click the pencil icon to inline edit the Social Media card
- Paste the profile URL into the corresponding text box and then click Save
Updating a Resume
- When an existing candidate sends you an updated resume, there are three different ways you could handle the situation in Top Echelon Recruiting Software:
- Add the new resume to the corresponding record in the Attachments tab
- Navigate to the corresponding record and click on the Attachments tab
- Drag and drop or browse to select the new resume from your hard drive
- Completely re-parse the resume from the Edit screen
- Navigate to the Edit screen of a record and upload the new resume
- Review all info before clicking the Save button
- Email parse the new resume (you must have your settings set accordingly)
- Send/Forward and email with the resume attached to your unique parsing address
- Add the new resume to the corresponding record in the Attachments tab
Updating Work History
- Navigate to the corresponding person’s Datasheet and locate the Work History card
- Click the pencil icon in the top right corner of the card
- Click the plus sign icon to populate a new Work History section
- Enter new employment details and update the most recent employment if necessary
- Click the Save button when complete