- To delete Activities from the Planner:
- Use the check boxes to the left of each Activity to select the appropriate entries
- Click to open the Select an Action drop-down menu at the top of the planner and select Delete Selected Activities
Top Echelon Recruiting Software Help Center
Searching for Records by User (Record Owner)
- Navigate to the corresponding Dashboard (People, Companies, or Jobs)
- Click on the Advanced link to the right of the search bar
- Locate the Miscellaneous section and select the appropriate person’s name from the Owner drop-down
- Apply any additional criteria as necessary and click the Run Search button when complete
Viewing All Companies in Your Database
- Navigate to the Companies Dashboard
- Locate the All Companies card on the left side of the page
- Click the number above total
Viewing All People in Your Database
- Navigate to the People Dashboard
- Locate the All People card on the left side of the page
- Click the number above total
Allowing or Restricting a User from Managing Deleted Records
- Expand the Sidebar and click on Settings
- Click to Expand the My Agency section and select Manage Users
- Click the edit icon to the right of the person you wish to set deleted record management permissions for
- Under the user’s Permissions, click to expand the Agency section
- To the right of Manage Deleted Items, set the appropriate permission and click the Save button when complete
Setting Billing Management Permissions
- Expand the Sidebar and click on Settings
- Click to Expand the My Agency section and select Manage Users
- Click the edit icon to the right of the person you wish to set billing management permissions for
- Under the user’s Permissions, click to expand the Agency section
- To the right of Manage Billing, set the appropriate permission and click the Save button when complete
Getting Started with Top Echelon Recruiting Software
- Welcome to Top Echelon Recruiting Software! This article will help get you started on the right track with the features and functionality that Top Echelon Recruiting Software has to offer.
Recruiter Coaching Webinars
- Through our affiliations with leading industry trainers and speakers, we offer FREE Recruiter Training Webinars every month on the Top Echelon website. These recruiting webinars touch upon a variety of recruiter-related topics, dealing with both candidates and clients. As always, our goal with these recruiter webinars is to help recruiters make more placements
Boolean Searching
- Boolean searching gives you the ability to combine a variety of ‘operators’ with specific keywords or terms to produce more specific and more relevant search results
- AND = requires all words connected by AND be present in each result
- OR = requires at least one of the terms connected by OR be present in each result
- Parentheses ( ) = requires terms and operators that occur inside them be searched first
- Quotation Marks ” ” = requires words be searched as an exact phrase
- Asterisk * = expands a search term to include all forms of that root word
- AND NOT = retrieves records that do not contain the term following it
Running a Search
- To start a new keyword search, navigate to the corresponding Dashboard and locate the Search bar at the top of the page
- Create a Boolean string within the Keywords box OR click the link to open the Boolean Builder
- The Boolean Builder will allow you to fill in the various keywords that you’re looking for (separated by commas), while building the string for you
- If applicable, you can also apply a Present Position Title and/or Location before running your search
- To apply additional criteria to your search, click the Advanced link to view the Advanced Search page
- When you’re ready to run your search and view results, click the Search button