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Personalize Dashboard Terminology

Customize the default terms used throughout your dashboard, such as Candidate, Client, Shift Job Calendar, and Placement Jobs, to match the wording your agency uses. This feature allows you to align system terminology with your internal language, creating a more consistent and familiar experience for both your team and your users.

 

Let’s get started rocket emoji

Step 1: Log in to your dashboard, and click the Gear icon as shown in the screenshot below.

 


Step 2: You can customize the following terms to better match the language your agency uses:

 

Default Term

Description

How You Might Customize It

Candidate

Refers to applicants or individuals looking for work.

Use terms like ApplicantWorkerProfessional, or any label that fits your agency’s workflow.

Client

Refers to people or organizations hiring candidates (your customers).

Replace with FamilyCustomerEmployerCompany, or any term you use internally.

Shift Job Calendar

Represents short-term or temporary jobs you schedule.

Customize this to Temp JobsShort-Term ShiftsHourly Shifts, or whatever term aligns with your services.

Placement Job

Refers to long-term job postings or positions you fill.

Update this to Full-Time RolesLong-Term PositionsPermanent Jobs, etc., based on your hiring structure.

 


Step 3: Click the Submit button to save the changes.


Your dashboard will successfully display the updated terminology.