- To log or schedule Activities from a list of multiple records:
- Navigate to a list such as Search Results, a Hotlist, or a Pipeline
- Select the checkboxes of the records you wish to relate to the Activity
- Click to expand the action icon at the top of the list and choose either Log or Schedule Activities and enter all corresponding details
- Click the corresponding Log or Schedule button when complete
Top Echelon Recruiting Software Help Center
Edit or Delete an Existing Placement Form
- Navigate to the corresponding Job Order record
- Click on the Pipeline tab and select the Placement view
- Click the View Form button
- Make any necessary changes to the Placement form on the right side of the page and click Save
- To delete the for entirely, click the delete button in the bottom right corner
- Note: delete is a final action and cannot be undone
Changing a Candidate’s Stage on a Pipeline
- Navigate to the corresponding Job Order record
- Click on the Pipeline tab and then select the All Candidates view
- Within the Current Stage column, click the bubble for the corresponding stage you wish to move the candidate to
- To disqualify a candidate, click the thumbs down icon to the right of the stage bubbles
Adding a New Contact to a Company Record
- Navigate to the corresponding Company Datasheet and locate the Employees card
- Click the plus sign icon in the upper right corner of the card
- Start typing the persons name to check for duplicates and press Enter on your keyboard if you wish to create a NEW person
- Enter all corresponding details and click Save
Adding a Memo to a Record
- Navigate to the corresponding Datasheet
- Click on the pencil icon to the right of the record tabs to navigate to the Edit screen
- Type your Memo into the corresponding box in the top left corner of the Add/Edit page
- Click the Save button in the bottom left corner when complete
- The Memo will now display at the top of the Datasheet
Adding a New Company Record
- Click the plus sign icon in the upper right corner of the software and then select Add a Company
- Enter the Company information into the corresponding fields
- Once all of your Company information is entered, click the Save button in the bottom left corner of the page
Adding a New Person Record
- Click the plus sign icon in the upper right corner of the database and then select Add a Person
- From the Add a Person page, you can manually enter the corresponding information on the left, or parse a resume on the right
- To parse a resume, drag and drop the document in the Resume Upload box or click the Browse button to browse and select the document from your hard drive
- Alternatively, you can also copy and paste the resume/profile text into the Text Resume box, and then click the Parse button
- Once the information has parsed, you’ll see the record information populated on the left side of the page. Enter any additional details and then click Save in the bottom left corner.
Activities in Top Echelon Recruiting Software
- Open Activities = any Activity that has not yet been completed
- Completed Activities = any Activity that has already been completed
- To log or schedule Activities from a single record:
- Navigate to the Datasheet and locate the corresponding cards
- Click on the Log or Schedule icons in the top right corner of the card and enter all corresponding details
- Click the Log or Schedule button when complete
- To log or schedule Activities from a list of multiple records:
- Navigate to a list of search results, a Hotlist, or a Pipeline
- Select the check boxes to the left of the corresponding records
- Click to expand the action menu, choose either Log Activities or Schedule Activities, and enter all corresponding details
Activity Reports
- Navigate to Reports in the Main Navigation Bar
- Click on the plus sign icon to the right of the Activity Reports header
- After giving your report a name, use the report builder at the top of the page to specify which Activities you would like to review
- Click the Run Report button to generate results
- Once your report has generated, you can toggle between the Table View, the Table Details View, or the Graph View
Adding a New Job
- Click the plus sign icon in the upper right corner of the software and then select Add a Job
- OR Navigate to the corresponding Company Datasheet and click the plus sign icon in the upper right corner of the Jobs card
- Enter the Job Order information into the corresponding fields
- Once all of your Job information is entered, click the Save button in the bottom left corner of the page