eBoss Quick-Start Guide

The eBoss Academy

Recruitment software video tutorials

And There’s More…

Bite-sized lessons to help you get the most from your recruitment software.

Manage your online recruitment solutions like a pro with these expert video tutorials from the eBoss team.

Learn about the most important features and settings in your eBoss recruitment software: from the basic – to the not-so-basic – operations.

Lesson 1: Set Up an Email Signature

Lesson 2: Setting up Exchange

Lesson 3: Adding Candidates, Clients, Contacts, and Jobs

Lesson 4: Shortlists made easy

Lesson 5: Creating and Editing the Candidate Track

Lesson 6: Submitting a CV

Lesson 7: Setting a Reminder

Lesson 8: Adding and Linking Notes

Lesson 9: Creating an Email Template

Lesson 10: Importing Data from a .csv File

Lesson 11: Importing a .zip Archive

Lesson 12: Searching from the Navigation bar, and Refining a search

Lesson 13: Adding Notes to a Job

Lesson 14: Using the Grid View

Lesson 15: How to Add a Consultant

Lesson 16: Add Your Company Logo

Lesson 17: How to Archive Data

Lesson 18: Candidate Icons Explained

Lesson 19: Managing the Country and Region settings

Lesson 20: Fully Customisable Labels

Lesson 21: How to Configure Your Track Pipeline

Lesson 22: How to Add an Internal Status to a Candidate

Lesson 23: Add and Configure Your Client Statuses

Lesson 24: How to Assign a Consultant

Lesson 25: Bulk editing job titles

Lesson 26: How to delete records

Lesson 27: How to exclude a candidate from mass marketing

Lesson 28: Add additional CVs to a candidate

Lesson 29: How to clone a job

Lesson 30: How to re-activate a suspended or frozen consultant account

Lesson 31: How to set up a checklist

Lesson 32: How to pin a note to the top of a profile

Lesson 33: How to export data

Lesson 34: How to snooze appointments on your calendar

Lesson 35: Modify a Semantic Search

Lesson 36: Improved Semantic Search history suggestions

Lesson 37: Find Recently Viewed Candidates with Semantic Search

Lesson 38: Introducing Advanced Pinning

Lesson 39: Faster Search/Exclude rules to prioritise skills

Lesson 40: Automatically repeat a recent search with saved search

Lesson 41: Search or exclude recently viewed profiles

Lesson 42: Show or Hide the Resources panel

Lesson 43: Search Candidates based on Activity or No Activity

Lesson 44: Manage and Edit the Candidate Track from a Single Screen

Lesson 45: Easy Job Status Editing

Lesson 46: Build Re-usable Notes Templates

Unable to find the video tutorial you were looking for?

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  • “How do I link my email account?”
  • “What does an applicant tracking system do?”
  • “Where can I learn how to use my recruitment software?”

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