eBoss Quick Video Tutorials

These tutorials answer some of the most common questions about eBoss in quick, bite-sized videos.

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34 articles in this collection
Written by Jane Clements

Lesson 34: Snooze an appointment on your eBoss calendar

Your interactive eBoss calendar lets you snooze upcoming appointments and events from a single screen. This lesson shows you how.
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Written by Jane Clements
Updated this week

Lesson 1: Setting up your email signature

"How do I add, edit, or change my email signature?" Our quick video tutorial shows you how.
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Written by Jane Clements
Updated over a week ago

Lesson 2: Setting up Exchange

"How do I integrate my Microsoft Exchange account with eBoss?" Our video shows you how.
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Written by Jane Clements
Updated over a week ago

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

"How do I add or import profiles for my clients and contacts? How do I upload a CV for a candidate?" Our video explains all your options.
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Written by Jane Clements
Updated over a week ago

Lesson 4: Shortlists Made Easy

"How do I create a shortlist? How can I edit and manage a shortlist of candidates?" Our video tutorial shows you how in just a few minutes.
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Written by Jane Clements
Updated over a week ago

Lesson 5: Creating and Editing the Candidate Track

"How do I track candidates using the eBoss Applicant Tracking System (ATS)? This lesson shows you how to configure a candidate track.
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Written by Jane Clements
Updated over a week ago

Lesson 6: Submitting a CV

"How do I send a CV?" This lesson explains how to send candidate CVs to clients - whether in bulk, individually, or to multiple recipients.
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Written by Jane Clements
Updated over a week ago

Lesson 7: Setting a Reminder

"How do I set a reminder?" In this lesson we show you how to set alerts and appointments within your eBoss system.
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Written by Jane Clements
Updated over a week ago

Lesson 8: Adding and linking Notes

"How do I use notes, and add a note to a client or candidate page?" In this lesson, we show you the many ways to attach notes to profiles.
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Written by Jane Clements
Updated over a week ago

Lesson 9: Creating an email template

"How do I create an email template? How can I modify the style of my messages to look more professional?" This video shows you how.
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Written by Jane Clements
Updated over a week ago

Lesson 10: Importing data from a .csv file

"How do I import or upload an entire spreadsheet to the database?" eBoss makes it easy to upload a .CSV file. This video shows you how.
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Written by Jane Clements
Updated over a week ago

Lesson 11: Bulk upload by importing a .zip archive

"How do I bulk upload CVs to my eBoss database?" Batch uploads are easy and save you time. This video shows you how to upload a zip archive.
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Written by Jane Clements
Updated over a week ago

Lesson 12: Quick Search and Refining a Search

"How do I search my entire database of candidates? How do I refine a search with filters?" This video tutorial will show you how.
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Written by Jane Clements
Updated over a week ago

Lesson 13: Adding Notes to a Job

"How do I use notes? How do I add a note to a job?" Stay on top of admin and save time with notes from eBoss. This video shows you...
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Written by Jane Clements
Updated over a week ago

Lesson 14: Using the Grid View

"How do I enable Grid View?" This quick lesson shows you the different ways you can view a candidate's profile page.
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Written by Jane Clements
Updated over a week ago

Lesson 15: How to Add a Consultant

"How do I add a new consultant to my account?" Adding new consultants is easy - and only takes a few minutes. This lesson shows you how.
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Written by Jane Clements
Updated over a week ago

Lesson 16: Add Your Company Logo

"How do I add, upload or customise my company logo on my database? This lesson shows you how to add a custom logo in less than a minute.
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Written by Jane Clements
Updated over a week ago

Lesson 17: How to Archive Your Data

"Can I archive my candidate data?" "How do I archive information stored on my database?" In this lesson we explain how to archive your data.
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Written by Jane Clements
Updated over a week ago

Lesson 18: Candidate Icons Explained

"What do the icons mean?" eBoss streamlines the amount of data on your screen with graphical icons. This video explains what each one means.
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Written by Jane Clements
Updated over a week ago

Lesson 19: Managing Country and Regsion Settings

"How do I change the Country and Region Settings?" In this lesson, we explain how to edit and manage the location settings.
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Written by Jane Clements
Updated over a week ago

Lesson 20: Fully Customisable Labels

"Can I customise the fields in my database?" "How do I change labels?" eBoss gives you full control of your database fields. Learn how here.
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Written by Jane Clements
Updated over a week ago

Lesson 21: How to Configure your Track Pipeline

"Is the applicant tracking system (ATS) customisable?" "Can I change my track pipeline?" "How do I track applicants?" This lesson shows how.
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Written by Jane Clements
Updated over a week ago

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

"How do I set or edit my candidates' internal status?" Internal status lets you keep track of your database - as this lesson explains.
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Written by Jane Clements
Updated over a week ago

Lesson 23: Add and Configure your Client Statuses

"Can I segment my clients?" "How do I add, set, or edit a client's status?" This video shows you how.
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Written by Jane Clements
Updated over a week ago

Lesson 24: How to assign a consultant

Do you need to allocate a task to specific consultant? eBoss lets you assign jobs with ease. This video tutorial shows you how.
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Written by Jane Clements
Updated over a week ago

Lesson 25: Bulk edit job titles

Do you want to change, edit or update candidate job titles in bulk? This video lesson shows you how.
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Updated over a week ago

Lesson 26: How to delete records

When personal records are out of date, it can be important to remove them. In this lesson, we see how to delete records from your database.
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Written by Jane Clements
Updated over a week ago

Lesson 27: How to exclude contacts from mass mailing

You should have permission to send mass mailings to your contacts. This lesson show you how to exclude a contact from any mass communication
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Written by Jane Clements
Updated over a week ago

Lesson 28: How to add an additional CV to a candidate

eBoss lets you add additional CVs to a single candidate. This lesson shows you how to add multiple CVs to a single candidate profile.
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Written by Jane Clements
Updated over a week ago

Lesson 29: How to clone a job

If you need to duplicate or clone a specific job, this lesson shows you how.
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Written by Jane Clements
Updated over a week ago

Lesson 30: Reactivate a Suspended User Account

If one of your consultants' eBoss account has been frozen or suspended, this lesson shows you how to re-activate it for them.
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Written by Jane Clements
Updated over a week ago

Lesson 31: How to set up a checklist

Checklists let you see progress through a screening process or pipeline. This lesson shows you how to set up a checklist.
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Written by Jane Clements
Updated over a week ago

Lesson 32: Create a Pinned Note

When you have an important Note for a candidate, client or contact, you can Pin it to the top of the profile. this lesson shows you how.
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Written by Jane Clements
Updated over a week ago

Lesson 33: Export your data

With the right permissions on your account, it is possible to Export information from your eBoss database. This lesson shows you how.
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Written by Jane Clements
Updated over a week ago