eBoss Recruitment Software

The movement towards cloud services will let recruiters reach peak performance

Free upgrades to key features and performance

How do I change a Track Status Name? How do I customise my Recruitment Workflow with eBoss? How do I re-order my Track Pipeline Stages?

Configuring your Track Pipeline

This article shows you how to personalise emails by adding a signature to all outgoing messages sent via eBoss.

Setting up your Email Signature

This article explains how to quickly and easily add spreadsheet information to your eBoss database.

Importing Data from a Spreadsheet

This article explains the simple process of uploading CVs to your eBoss database in batches of up to 800 documents.

Bulk Uploading CVs

Creating new Contact records can be remarkably easy with eBoss. This article will show you how.

Adding a New Contact

Creating new Client records can be remarkably easy with eBoss. This article will show you how.

Adding a New Client

In this article, we show you how easy it is to create new Candidate records in your eBoss database.

Adding a New Candidate

how do you add a new document like a passport or driving licence or a CV to an existing record.

Adding a document to an existing record

Your recruitment software interface and how to get the best experience from day one.

A Guide to your new eBoss Platform

Candidate CV Management

Send you client candidate and other relevant documents inside eBoss

How to send a CV to your clients

David Lyons

Robin Bonass

Rob Ward

Quickstart tips to get you up and running in minutes with eBoss Recruitment Software

Getting Started

Learn how eBoss Recruitment Software manages your billing

Billing FAQs

Laura Fernandes

Billing

Application Programming Interface

Bulk email setup guide

Bulk emailing

Business email setup guide

Sometimes an issue can be resolved by clearing your cache.

Clear your cache

Microsoft connected to eBoss using Tenant Client & Secret ID.  The secret can expire so here is how to renew it.

Client Secret has expired

Configuring your track pipeline

A quick explainer of how you can add documents, categorise them and set reminders for the future

Document Reminders

Email error - changes to SMTP set up needed

Check the quality of your email address then improve the quality of your email address

email health check

Brower plugin that allows you to easily migrate data from LinkedIn

Hide & Seek - A new browser plugin

In this article we explain why some recipients will see your images, whiles others will see the outline and a red x

Images not always showing up for the recipient

Step by step guide on how to set up idibu inside of eBoss

Integrate idibu

How can I communicate with my eBoss recruitment software contacts via mailchimp?

Mailchimp integration

Once the config in the backend has taken place, each consultant must do this.

Microsoft individual set up

This article will show you how to create your DKIM to update your DNS

Microsoft: Updating your DNS with DKIM & SPF criteria

Help Focus with Distraction Free Expand Mode

Distraction Free Working

Giving you the ability to be more efficient when it comes to searching the database

Saving an Advanced search

How to improve deliverability when sending emails inside eBoss

Sending emails from your eBoss Recruitment Software

Here, we walk you through the steps you will need to take in order to get yourself set up for sending emails through eBoss using Microsoft

Set up emailing with Microsoft

Use the system to ensure all of your emails are leaving the system

System BCC

System Updates

System updates

Create templates that convert Candidate CVs whilst matching your style and branding

The CV Template Generator

Transactional email setup guide

Turn on SMTP & changing security defaults

Updating SPF Records for Email Service Provider (ESP) Integration

Generate your custom CV in less than a minute

​Create a CV from an existing eBoss recruitment software template

Configuration

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

Tickets portal.

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