eBoss Quick Video Tutorials

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