Ready Recruit Admin Dashboard

User Settings

• Process: Creating Roles and Managing Permissions
• Process: Creating and Managing Users

Office Settings

• Process: Creating and Managing Offices

Site Visit Settings

• Process: Creating and Applying Site Visits Types and Site Visit Schedules

Finance Settings

• Process: Creating and Managing Invoice Types and Invoice Payables
• Process: Creating and Managing Claim Types and Claim Statuses

Note Settings

• Process: Creating, Managing and Applying Note Categories and Templates

SMS Settings

• Process: Adding an SMS Inbound- Return Inbox
• Process: Creating and Managing SMS Templates and Merge Fields

Forms Management

• Process: Creating a Quest Form

Security Settings

• Single Sign On (SSO)
• Multi Factor Authentication (MFA/2FA)
• User Session Timeout Policy
• User Account Lockout Policy
• User Token Configuration Policy

Candidate Settings

• Process: Creating, Adding and Editing Licence Types and Vehicle Licence Types

Placement Settings

• Process: Creating and Managing Placement Kinds
• Process: Creating and Managing WHS Records - Body Parts, Injury Types and Workcover Insurers
• Process: Creating and Managing Placement Checklist Items

Company Settings

• Process: Creating and Managing Company Contact Types
• Process: Creating and Managing Contact Licence Types
• Process: Creating and Managing Company Sources
• Process: Creating and Editing Prospect Statuses
• Process: Creating and Editing Industries

Email Settings

• AWS - SES (Amazon Simple Email Service)
• Email Gateway Configuration (SMTP Settings)
• Verified Email Domains (AWS SES)
• Whitelisted Email Addresses (Send From)
• Email Notification Groups

Communication Settings

• Process: Attaching a Organisation Signature
• Process: Creating and Editing Letter Templates and Letter Heads
• Process: Creating and Applying Reminder Types, Templates and Schedules

Merge Data

• Process: Merging Company and Candidate Data

Other Settings

• Process: Creating and Managing Attributes
• Process: Creating and Managing Event Kinds and Event Outcomes
• Process: Creating and Managing Reminder Outcomes
• Process: Creating and Managing Reverse Marketing Outcomes
• Process: Creating and Editing Regions

Product Ideas

• Product Ideas Board

Tips and Tricks