eBoss Plus v3

Robin Bonass avatar David Lyons avatar Jane Clements avatar +2
91 articles in this collection
Written by Robin Bonass, David Lyons, and Jane Clements and 2 others

How to enable Multifactor Authentication on your account

Data security should never be taken lightly. It's easy to secure your eBoss account, with Multi Factor Authentication (MFA) on your account
Robin Bonass avatar
Written by Robin Bonass
Updated over a week ago

IMPLEMENTING THE EBOSS API v3; v1-2.

This article explains how to use older versions of the eBoss API. Implementation of the API requires some web development expertise.
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Written by Robin Bonass
Updated over a week ago

Outlook Plugin v4

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Written by David Lyons
Updated over a week ago

Outlook Plugin

A plugin for your desktop outlook client to integrate with eBoss
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Written by David Lyons
Updated over a week ago

Remote Support

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Written by David Lyons
Updated over a week ago

V3 - Candidate Actions - Shortlisting

How to manage shortlists for candidates
Jane Clements avatar
Written by Jane Clements
Updated over a week ago

V3 - Submitting CV's to Clients

How to submit a cv to a client
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Written by Jane Clements
Updated over a week ago

V3 - System Settings - User Accounts

How to manage consultant accounts and permissions
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Written by Jane Clements
Updated over a week ago

V3 - System Settings - Password Management

How to manage passwords
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Written by Jane Clements
Updated over a week ago

V3 - System Settings - Overview

An overview of the database configuration settings
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Written by Jane Clements
Updated over a week ago

V3 - System Settings - User profile

How to setup your user profile
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Written by Jane Clements
Updated over a week ago

V3 - System Settings - Logo

How to add your logo
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Written by Jane Clements
Updated over a week ago

V3 - System Settings - Labels

How to change labels and field names
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Written by Jane Clements
Updated over a week ago

V3 - System Settings - Frozen Accounts

How to release a blocked or frozen consultant
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Written by Jane Clements
Updated over a week ago

V3 - System Settings - Field Properties

How to configure field properties in eBoss
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Written by Jane Clements
Updated over a week ago

V3 - System Settings - Email Templates and Styles

Setup email templates and email styles
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Written by Jane Clements
Updated over a week ago

V3 - System Settings - Email Styles

Setup Email styles
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Written by Jane Clements
Updated over a week ago

V3 - System Settings - CV Templates

How to create CV templates
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Written by Jane Clements
Updated over a week ago

V3 - System Settings - Country and Region

How to setup and manage your country and region settings
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Written by Jane Clements
Updated over a week ago

V3 - System Settings - Company database Configuration

How to configure your company database settings
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Written by Jane Clements
Updated over a week ago

V3 - System Settings - Client Checklist

Setup your client checklist
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Written by Jane Clements
Updated over a week ago

V3 - System Settings - candidate Checklist

Setup your candidate checklist
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Written by Jane Clements
Updated over a week ago

V3 - System Settings - Automation

How to setup automation features
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Written by Jane Clements
Updated over a week ago

v3 - Dashboard Overview

Dashboard Overview
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Written by Carmen Berry
Updated over a week ago

v3 - Candidate Individual – Creating Events

Candidate Individual – Creating Events
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Written by David Lyons
Updated over a week ago

v-3 Clients – Actions – Adding Clients

How to add clients to the database
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Written by Rob Ward
Updated over a week ago

v-3 Jobs – Adding & Editing

Adding/Editing Jobs
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Written by Carmen Berry
Updated over a week ago

v-3 Contacts – Restore Deleted Contacts

How do I restore a deleted contact?
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Written by Rob Ward
Updated over a week ago

v3 - Candidates Individual – Notes & Communications info

How to manage candidates notes and communications
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Written by David Lyons
Updated over a week ago

v-3 Contacts – Deleting Contacts

How do I delete a contact?
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Written by Rob Ward
Updated over a week ago

v3 - Candidates Individual – Viewing Individual Candidate

From the main Candidates page, clicking on a Candidate ID will take you to the individual Candidate’s Dashboard.
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Written by Carmen Berry
Updated over a week ago

v-3 Jobs – Exporting Job Data

How do I export data relating to my jobs?
Rob Ward avatar
Written by Rob Ward
Updated over a week ago

v-3 Jobs – Overview

What can you do on the jobs page?
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Written by Rob Ward
Updated over a week ago

v3 - Candidates Individual – Composing Emails

Candidates Individual – Composing Emails
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Written by David Lyons
Updated over a week ago

v-3 Contacts – Sending Emails

How do I send an email to my contacts?
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Written by Rob Ward
Updated over a week ago

v3 - Candidates Individual – Dashboard

Candidates Individual – Dashboard
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Written by David Lyons
Updated over a week ago

v-3 Contacts – Sending an SMS

How do I send an SMS to a contact?
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Written by Rob Ward
Updated over a week ago

v3 - Candidates Individual – Notes & Reminders

Notes & Reminders
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Written by David Lyons
Updated over a week ago

v-3 Clients – Actions – Restoring Deleted Clients

How do you restore a deleted client
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Written by Rob Ward
Updated over a week ago

v3 - Candidates Individual – Sending an SMS

Sending an SMS
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Written by David Lyons
Updated over a week ago

v3 - Candidates Individual – Linking to Clients & Jobs

How to link a candidate to a vacancy
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Written by David Lyons
Updated over a week ago

v3 - Candidates Individual – Documents

The Documents Tab for your Candidate record displays any current Documents you have related to the Candidate.
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Written by David Lyons
Updated over a week ago

v3 - Candidates Individual – Details

Within an individual Candidate record....
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Written by David Lyons
Updated over a week ago

v-3 Jobs – Restore a Deleted Job

Your eBoss database allows you to quickly ‘Restore’ Jobs that have been Deleted
Carmen Berry avatar
Written by Carmen Berry
Updated over a week ago

v-3 Clients – Actions – Market Source

How do you add a source to a client
Rob Ward avatar
Written by Rob Ward
Updated over a week ago

v-3 Jobs – Assign Consultants

How do I assign a consultant to a job?
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Written by Rob Ward
Updated over a week ago

v3 - Clients – Actions – Composing Emails

From the main View Clients page your eBoss database allows you to quickly Send a Client or Clients an email
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Written by Carmen Berry
Updated over a week ago

v3 - Reporting – Overview 2

All things reporting
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Written by David Lyons
Updated over a week ago

v3 - Reporting – Overview

Clicking on the ‘Reporting’ link in the main Navigation on the left of your eBoss database takes you by default to the Reporting Index page.
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Written by David Lyons
Updated over a week ago

v3 - Candidates Individual – Notes & Communications

How to manage candidates notes and communications
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Written by David Lyons
Updated over a week ago

Webmail – Overview

If eBoss manages your email accounts, please download the attached PDF document for instructions on using your webmail account.
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Written by David Lyons
Updated over a week ago

v3 - Automation

Here you can edit the settings that relate to automatic procedures for your Candidates and Clients .
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Written by David Lyons
Updated over a week ago

v-3 Contacts – Overview

An overview of contacts
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Written by Rob Ward
Updated over a week ago

v3 - New Reminder

New Reminder
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Written by David Lyons
Updated over a week ago

Import Contacts to Outlook from Excel

Import Contacts to Outlook from Excel
Jane Clements avatar
Written by Jane Clements
Updated over a week ago

v-3 Contacts – Search and Advanced Search

How do I search through my contacts?
Rob Ward avatar
Written by Rob Ward
Updated over a week ago

v3 - Dashboard Calendar

What can the Calendar actually do
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Written by Rob Ward
Updated over a week ago

v3 - Profile Settings – Exchange

Setting up Exchange Integration
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Written by David Lyons
Updated over a week ago

v-3 Dashboard Overview

Overview of the dashboard
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Written by Rob Ward
Updated over a week ago

v3 - Dashboard Statistics

What do the Statistics on the dashboard refer to?
Rob Ward avatar
Written by Rob Ward
Updated over a week ago

v-3 Migration – Candidate CSV Import

I have a spreadsheet of data, can I import it to the system
Rob Ward avatar
Written by Rob Ward
Updated over a week ago

Getting started with eBoss Recruitment Software

A quick guide to getting up and running on your new recruitment platform
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Written by David Lyons
Updated over a week ago

v-3 Migration – CV’s Zip Folder Import

Can I import a large number of CV's at once?
Rob Ward avatar
Written by Rob Ward
Updated over a week ago

v-3 Migration – CV Via Email Import

Can I get CV's onto my database directly from Outlook
Rob Ward avatar
Written by Rob Ward
Updated over a week ago

v-3 Migration – Client CSV Import

Import clients via csv upload
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Written by Carmen Berry
Updated over a week ago

v-3 Profile Settings – Adding Exchange Details

To link your exchange emails to your eBoss account you will need to go to your user profile in the settings section.
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Written by Carmen Berry
Updated over a week ago

V3 - General Support – "New Reminder"

Are you able to set a reminder from anywhere on the system
Rob Ward avatar
Written by Rob Ward
Updated over a week ago

v3 - Jobs – Search & Advanced Search

Can I carry out an advanced search on my jobs?
Rob Ward avatar
Written by Rob Ward
Updated over a week ago

General Support – Import Contacts to Outlook from Excel

Can I add contacts to my outlook from excel?
Rob Ward avatar
Written by Rob Ward
Updated over a week ago

V3- Image Glossary

What do all the images mean?
Rob Ward avatar
Written by Rob Ward
Updated over a week ago

v-3 Clients – Actions – Managing Shortlists

Adding or removing clients from shortlists in bulk
Rob Ward avatar
Written by Rob Ward
Updated over a week ago

v-3 Jobs – Delete a Job

From the main View Jobs page your eBoss database allows you to quickly Delete one or multiple Jobs from your system
Carmen Berry avatar
Written by Carmen Berry
Updated over a week ago

v3 -Jobs – Viewing a Job

You can view and manage your jobs
Carmen Berry avatar
Written by Carmen Berry
Updated over a week ago

v3 - Client Actions – Write Emails

From the main Clients page your eBoss database allows you to quickly send a Client or Clients an email.
David Lyons avatar
Written by David Lyons
Updated over a week ago

v3 - Clients Individual – Documents

Uploading and viewing client docments
Rob Ward avatar
Written by Rob Ward
Updated over a week ago

v3 - Clients – Notes and Communications

How to make notes, send emails, SMS and create reminders
Rob Ward avatar
Written by Rob Ward
Updated over a week ago

v3 - Clients Individual – Dashboard

Gatekeeping, Documents, Checklist, Send SMS, Skills, Notes and Security.
Carmen Berry avatar
Written by Carmen Berry
Updated over a week ago

v3 - Clients Individual – Linking to Clients & Jobs

Linking clients candidates and jobs
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Written by Rob Ward
Updated over a week ago

v3 - Clients – Jobs

Viewing and adding client jobs
Rob Ward avatar
Written by Rob Ward
Updated over a week ago

v3 - Clients Individual – Contacts

Carmen Berry avatar
Written by Carmen Berry
Updated over a week ago

v3 - Clients Individual – Sending CV’s

Submitting CV's to your clients
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Written by Rob Ward
Updated over a week ago

v3 - Clients Individual – Details

Clicking on Company Name will take you to the Company Details page.
Carmen Berry avatar
Written by Carmen Berry
Updated over a week ago

v3 - Clients – Actions – Deleting

From the main View Clients page your eBoss database allows you to quickly Delete one, or many Clients from your system
Carmen Berry avatar
Written by Carmen Berry
Updated over a week ago

v3 - Clients Individual – Merge Clients

Merging duplicate clients
Rob Ward avatar
Written by Rob Ward
Updated over a week ago

v3 - Clients – Actions – Assigning Consultants

From the main Clients page, you are able to Assign Consultants to one or multiple Clients within your eBoss database.
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Written by Carmen Berry
Updated over a week ago

v-3 Clients – Actions – Exporting Data

From the main View Clients page your eBoss database allows you to quickly Export data for a Client or Clients.
Carmen Berry avatar
Written by Carmen Berry
Updated over a week ago

Semantic Search

Semantic Search Guide
Rob Ward avatar
Written by Rob Ward
Updated over a week ago

v-3 Jobs – Managing Shortlists

Allows you to quickly maintain Shortlists of Jobs
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Written by Carmen Berry
Updated over a week ago

v-3 Clients – Actions – Search & Advanced Search

Allows you to quickly perform a Search, or Advanced Search to target specific types of Client.
Carmen Berry avatar
Written by Carmen Berry
Updated over a week ago

v-3 Clients – Actions – Sending an SMS

How do you send an SMS to a client
Rob Ward avatar
Written by Rob Ward
Updated over a week ago

v-3 Contacts – Adding a Contact

How do you add a contact to a client
Rob Ward avatar
Written by Rob Ward
Updated over a week ago