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eBoss Quick Video Tutorials
eBoss Quick Video Tutorials
These tutorials answer some of the most common questions about eBoss in quick, bite-sized videos.
37 articles in this collection
Written by
Rob Ward
Lesson 1: Setting up your email signature
"How do I add, edit, or change my email signature?" Our quick video tutorial shows you how.
Written by
Rob Ward
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.
Written by
Rob Ward
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.
Written by
Rob Ward
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.
Written by
Rob Ward
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.
Written by
Rob Ward
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.
Written by
Rob Ward
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.
Written by
Rob Ward
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.
Written by
Rob Ward
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.
Written by
Rob Ward
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.
Written by
Rob Ward
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.
Written by
Rob Ward
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.
Written by
Rob Ward
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…
Written by
Rob Ward
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.
Written by
Rob Ward
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.
Written by
Rob Ward
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.
Written by
Rob Ward
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.
Written by
Rob Ward
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.
Written by
Rob Ward
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.
Written by
Rob Ward
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.
Written by
Rob Ward
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.
Written by
Rob Ward
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.
Written by
Rob Ward
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.
Written by
Rob Ward
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.
Written by
Rob Ward
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.
Written by
Rob Ward
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.
Written by
Rob Ward
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
Written by
Rob Ward
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.
Written by
Rob Ward
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.
Written by
Rob Ward
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.
Written by
Rob Ward
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.
Written by
Rob Ward
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.
Written by
Rob Ward
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.
Written by
Rob Ward
Updated over a week ago
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.
Written by
Rob Ward
Updated over a week ago
Lesson 35: Modify a Semantic Search
eBoss semantic tools let you modify or extend the scope of a search on the fly. This tutorial explains how.
Written by
Rob Ward
Updated over a week ago
Lesson 36: Improved Semantic Search history suggestions
With eBoss semantic search tools enabled, your recent search terms are saved automatically and used as suggestions for future searches.
Written by
Rob Ward
Updated over a week ago
Lesson 37: Find Recently Viewed Candidates with Semantic Search
Recently viewed profile pages are now flagged with semantic search tools - letting you find that candidate you were just looking at.
Written by
Rob Ward
Updated over a week ago