eBoss Support

"How do I add, edit, or change my email signature?" Our quick video tutorial shows you how.

Lesson 1: Setting up your email signature

"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.

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

"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.

Lesson 4: Shortlists Made Easy

"How do I track candidates using the eBoss Applicant Tracking System (ATS)? This lesson shows you how to configure a candidate track.

Lesson 5: Creating and Editing the Candidate Track

"How do I send a CV?" This lesson explains how to send candidate CVs to clients - whether in bulk, individually, or to multiple recipients.

Lesson 6: Submitting a CV

"How do I set a reminder?" In this lesson we show you how to set alerts and appointments within your eBoss system.

Lesson 7: Setting a Reminder

"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.

Lesson 8: Adding and linking Notes

"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.

Lesson 9: Creating an email template

"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.

Lesson 10: Importing data from a .csv file

"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.

Lesson 11: Bulk upload by importing a .zip archive

"How do I search my entire database of candidates? How do I refine a search with filters?" This video tutorial will show you how.

Lesson 12: Quick Search and Refining a Search

"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…

Lesson 13: Adding Notes to a Job

"How do I enable Grid View?" This quick lesson shows you the different ways you can view a candidate's profile page.

Lesson 14: Using the Grid View

"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.

Lesson 15: How to Add a Consultant

"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.

Lesson 16: Add Your Company Logo

"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.

Lesson 17: How to Archive Your Data

"What do the icons mean?" eBoss streamlines the amount of data on your screen with graphical icons. This video explains what each one means.

Lesson 18: Candidate Icons Explained

"How do I change the Country and Region Settings?" In this lesson, we explain how to edit and manage the location settings.

Lesson 19: Managing Country and Regsion Settings

"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.

Lesson 20: Fully Customisable Labels

"Is the applicant tracking system (ATS) customisable?" "Can I change my track pipeline?" "How do I track applicants?" This lesson shows how.

Lesson 21: How to Configure your Track Pipeline

"How do I set or edit my candidates' internal status?" Internal status lets you keep track of your database - as this lesson explains.

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

"Can I segment my clients?" "How do I add, set, or edit a client's status?" This video shows you how.

Lesson 23: Add and Configure your Client Statuses

Do you need to allocate a task to specific consultant? eBoss lets you assign jobs with ease. This video tutorial shows you how.

Lesson 24: How to assign a consultant

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

Lesson 25: Bulk edit job titles

Learn how to delete records from your database, individually and as a bulk action. Restore deleted records that you want to get back.

Lesson 26: Delete Data, Bulk Delete, and Restore Deleted Records

You should have permission to send mass mailings to your contacts. This lesson show you how to exclude a contact from any mass communication

Lesson 27: How to exclude contacts from mass mailing

eBoss lets you add additional CVs to a single candidate. This lesson shows you how to add multiple CVs to a single candidate profile.

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

If you need to duplicate or clone a specific job, this lesson shows you how.

Lesson 29: How to clone a job

If one of your consultants' eBoss account has been frozen or suspended, this lesson shows you how to re-activate it for them.

Lesson 30: Reactivate a Suspended User Account

Checklists let you see progress through a screening process or pipeline. This lesson shows you how to set up a checklist.

Lesson 31: How to set up a checklist

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.

Lesson 32: Create a Pinned Note

With the right permissions on your account, it is possible to Export information from your eBoss database. This lesson shows you how.

Lesson 33: Export your data

Your interactive eBoss calendar lets you snooze upcoming appointments and events from a single screen. This lesson shows you how.

Lesson 34: Snooze an appointment on your eBoss calendar

eBoss semantic tools let you modify or extend the scope of a search on the fly. This tutorial explains how.

Lesson 35: Modify a Semantic Search

With eBoss semantic search tools enabled, your recent search terms are saved automatically and used as suggestions for future searches.

Lesson 36: Improved Semantic Search history suggestions

Recently viewed profile pages are now flagged with semantic search tools - letting you find that candidate you were just looking at.

Lesson 37: Find Recently Viewed Candidates with Semantic Search

Want to know how to add a photo to a candidate profile? Here's how:

Lesson 38: How to Save a Profile Picture to Candidate Records

Sending a neat, professionally-formatted email with images is easy to do with eBoss. Here's how:

Lesson 39: How to send an email with images

In this lesson, you will learn how to merge candidate and client records.

Lesson 40: Merge Candidate and client pages

David

Short video walkthroughs covering key eBoss features step by step.

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