- 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
Managing People Records|Top Echelon Recruiting Software Help Center (invisible placeholder)
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.
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
Exporting Records to a Spreadsheet
- Start by navigating to a list of People, Company, or Job records
- Select the check boxes to the left of the records you wish to export and then click on the action icon at the top of the list
- Select Export to Spreadsheet and follow the steps in the wizard to select and order your column preferences. After that, your spreadsheet will be entered into the queue
- Depending on the size of your list, it make take some time to export
- You’ll see a green slide-out in the bottom left corner of the screen when the export has finished generating
- As soon as the file is available to download, you can access it at any time from the Files & Exports page within Settings