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Settings
General platform settings
- Customize Colors on the Candidate Board
- MyJovie Candidate Type Mapping and Default Assignment
- Set Module Height in the Home Page
- Set Job Status for BH Confirmed Elsewhere
- Map Pre-Orientation Status from MyJovie to EngineHire
- Filter Clients and Candidates by Secondary Manager
- Customize Shift Job Calendar Title Using Client Fields
- Deactivate an Administrator Account
- Set a Default Profile Picture
- Restrict Auto Broadcasts to Business Hours
- Disable Automatic Location Filtering on Login
- Control Placement Follow-Up Emails
- Configure Fees and Wages for EH-Created My Jovie Shifts
- Automatically Create Clients in MyJovie
- Configure Max Distance for Shift Auto-Assignment
- Use Built-In Dynamic Holidays
- Use Employer Name in Public Links
- Configure Email-Based Login
- Configure Caregiver Matching with Bright Horizons
- Exclude Candidate Rate from Total Pay
- Set Business Hours
- Set Shift Job Statuses Candidates Cannot Accept
- Enable Advanced Search on the Clients Mobile View
- Set Maximum Working Hours by Location
- Allow Clients to Post Placement Jobs by Adding the My Jobs Section to Profiles
- Allow Clients to View Interested Applicants
- Set Up Section Submission Notifications
- Set Up Clock-In/Out for Candidates
- Add Shift Job Fields to Candidate Profile
- Hide Summary Information in My Jobs
- Add New Tag for Notes
- Enable Shift Job Client Request Emails
- Allow Candidate Interest for Filled Shifts
- Access and Customize the New Home Screen
- Hide Assigned Job Status
- Enable Email Unsubscribe Link
- Steps To Add New Location For Your Agency
- How to generate the billing report for Bright Horizons Back-up Care
- For the backup care assistant, broadcast to requested caregivers first, or only broadcast to requested caregivers
- Use the Testimonial Builder
- Control Shift Job Status Visibility for Clients
- Status to update job to whenever a reservation leaves the BH portal
- Our Top Favorite Features
- Access Invoices and Update Payment Information
- How to provide corporate backup child care to a corporate client
- Filter which clients have put in payment information
- Application And Profile Builder Type Options. What Every Type Means And How To Select Which You Need.
- Why Is My Enginehire Platform Running Slow?
- Analytics Overview
- Fix a Stuck Search in the Client or Candidate Table
- Show Only Broadcasted Shift Jobs
- Clear Your Browser Cache
- Configure Expiring Document Notifications
- Allow Returning Applicants And Application Started to Resubmit
- Create A Custom Search Bar In The Dashboard
- Set Up And Use Package Manger
- How To Get A Job Board On Your Website And Get More Applicants In 15 Minutes
- Set Up Currency in the Dashboard
- Create and Edit Review Questions
- How to Create and Fill Out a Ticket
- How to control the access for the different administrators
- View Candidates on a Map
- Set Up an Email Footer
- How to add HTML text sections in the evaluation builder
- Set Holiday Hourly Rates for Shift Jobs
- Add Holidays to the Shift Job Calendar
- How to add the link to the platform to your iOS phone home screen
- What to do if you get the error "Authentication Credentials Were Not Provided"
- Auto-Assign Profile Attributes from Responses
- Enable Automatic Booking Broadcasts
- Hide Hourly Rate from Candidates on Shift Jobs
- Enable or Disable Client and Candidate Profile Access
- Select Shift Job Statuses for Candidate Job Board
- Set Up Auto-Assignment for Shift Jobs
- Set Client-Cancelable Shift Statuses
- Customize the Login Screen Background
- Add Custom Quick Search Fields
- Enable Email Notifications for New Chat Messages
- Map Internal Shift Job Statuses to Client-Facing Statuses
- Select Children and Pets Fields to Display on Shift Jobs
- Customize Table, Calendar, and Kanban Views
- Add the Package Selection Link to Client Email Templates
- Set Up and Configure Client Packages
- View Enginehire Subscription Details
- Configure Client Visibility for Evaluation Results
- Configure Reference and Experience Date Visibility
- Allow Clients to Delete Shift Jobs by Status
- Set Up ZIP Code Availability Auto Responses
- Configure Document Upload Notifications by Candidate Type
- Configure Service Name Mapping by Children Count
- Import Locations and ZIP Codes in Bulk
- Translate the "Did You Start an Application?" Popup Message
- Getting Started AI Reference Checker
- Require Reasons for Declined Shifts
- Configure Multilingual Labels for the Reimbursement Table
- Manage Client Profile Display and Language Settings
- Add Login Screen Background Image
- Share a Candidate Public Booking Calendar Link
- Set Your Dashboard Language
- Personalize Dashboard Terminology
- Configure Backup Care Job Change Notifications
- Configure Reasons for Shift Job Statuses
- Customize Missed Break Warning Message
- Hide Badge Titles in Profiles
- Set Up AI Voice Receptionist for Candidate Calls
- Set Tag Colors for Applicants in Placement Jobs
- How to Add a Hyperlink
- Event management how to enable children to be checked in and out without assigning caregiver
- Adjust What appears in the Client and Candidates Table
- Reset a Password for Client or Candidate
- Create An Interviewing Section with All of the Features of Profiles. Text boxes, checkboxes, Radios, Date Picker, ETC.
- Add or Remove Interview Note Boxes
- Create a Button for Email Templates, Profiles, and Applications
- Adjust The Phone Number Format To Display How You'd Like To See It
- Customize and Update the Language, Terms, and Semantics of The Platform
- Update The Login Warning Message For Duplicate Email Addresses Or Phone Numbers Already In The Enginehire Platform And Rejection Messages
- Referral Codes For Clients And Candidates
- Use Error Conditions To Stop And Address Issues With Clients Before They Finish A Booking Or Application.
- Have An Application Submission Pop Up And Choose To Have It Redirect To Different Application Links Based On Type Of Service
- Create Fillable Fields As Unique Tags For Documents, Agreements, And Contracts For Users To Add Information Never Before Collected. .
- Customize Add Items To Your Table And Dashboard To Track And See The Most Necessary Information For Your Business In Your Table View.
- Use The Setting Search Bar To Find Features And Select Or Update Settings.
- Turn on the Candidate Board and add to the client profile
- How to Log Out as an Admin
- Set up a checklist for candidates and clients to appear in their profile
- Agency Settings is Now Global Settings
- Where are agency settings?
- Change The Date Format
- Add Alt Or Alternative Text To An Image
- Do Not Change User Status When Resubmitting The Application Form.
- No Dashboard Access Message.
- Use the Revenue Report to Track the Profits of Categories.
- How to mark all SMS messages as read
- Cash Credit Importer.
- Create an Automated Care Platform
- Edit Class Builder
- Understanding booking credits and package manager
- How to edit, add, and remove candidate and client tags
- How to edit the labels for shift job booking fees and rates.
- How to fix slow Enginehire Connectivity using VPN & other troubleshooting steps.
- How to delete a scheduled email
- Enable custom column view per admin
- Set the Shift Job Calendar Start Day
- Enable Time Off Request Categories for Candidates
- Enable Candidate Clock In/Out Location Tracking
- How to make the shift job calendar Monday - Sunday
- Description of Administrators Access Levels
- Create An Evaluation
- How to save advance searches
- Convert 12-hour time format into 24-hour military time format.
- Tutorial Video: Mission Control Overview - First Time Admin Login
- How to Set a Time Limit for Evaluations
- Tutorial Video: How to Change Admin Password
- Set Up Agency Branding
- Tutorial Video: Mapping Out Your Process Through Statuses, Checklists and Types
- Tutorial Video: Getting Started With Email Templates
- Tutorial Video: Profile Builder Basics - Setting Up Your First Candidate and Client Application Forms
- How to customize/personalize your platform URL
- How to add the platform link to your android phone home screen
- New feature to show the SMS character length and compressed tags to reduce the SMS length
- How to modify ADMIN LEVEL candidate and client status and type filters.
- How to Use the Advanced Search
- Access The Community
- Enable candidates to see outcome of evaluation
- How to edit the Schedule Event Types
- Bulk Add Evaluations to Candidates or Clients
- How to create views using filter, group and sort.
- How to send a reference check form through SMS
- How to adjust which admin sees revenue information
- How to go back to what was recently viewed in the dashboard
- Introducing Application Log
- Conditionally filter the tags for clients and candidates
- Add a New Administrator
- Agency Marketplace - Succeed Together!
- How to set up an event for childcare
- Sell Gift Cards
- How to Bulk Update Candidate Availability
- How to Use and Create a Class with Class Builder.
- Change Statuses From Dashboard View.
- ADMIN STAFF: How to add a task and set a reminder on the personal to do calendar
- Choose Status and Type for Candidates to Access the 'Candidate Community'
- Submit a Feature Request to the Community
- Customize which main admin menu tabs appear for each admin
- How to edit verbiage on menu in dashboard
- How to set filter for personal to do and to do?
- Why is the last login date not accurate?
- Change or set up SMS number
- Adjust fields filled out for admins.
- How To Get Gift Cards On Your Website and Start Making More Money In 10 Minutes
- Where or what is mission control
- How To Bulk Update Clients And Candidates At Mass Scale To Quickly Make A Change.
- What Does The Error Popup "Not A Valid String" Mean And How To Fix It
- How Do I Send Event Info to The Nannies?
- How to use incognito (private browsing) mode.
- How to Assign Custom ID Numbers for Your Clients
- How to open the Google Chrome Console
- Adjust Email Templates for Gift Cards
- Bulk update documents! If you are changing your terms and conditions/service agreement - here is how to upload it to each client's profile so they have to sign it before their next booking.
- How to find the date of when a new applicant applied?
- How to add Types to the applicant quick form
- How to hide/exclude a certain Type using advanced search
- How to bulk set or reset passwords
- How to get a list of candidates by Status
- How to change the headings to all uppercase or lowercase?
- How to rearrange the order of shift job information for admin view
- How to embed GIF in an HTML field
- How to Filter Candidates by Admin Manager
- What to do if a location based setting is not working the way you expect
- Saved Advanced Searches For Shift Jobs
- Edit Information for an event
- Make Your Agency Preview Link Your Logo and Replace the Enginehire Logo When Sharing Your Login Page
- For the Events system, allow the client to see the list of candidates hired for the event and their profiles
- Activate The Candidate Community
- Edit Backup Care Assistant Settings
- Event Management System
- Run the back-up care assistant during specific hours / days and times
- Automatically Updating Candidate Status When Documents Expire
- What to do if Bright Horizons back-up care job fails to assign "Reason: Cannot assign job, Bright Horizon caregiver name does not match."
- How to have the same dashboard view for all the admins.
- What Does the "No Longer Available" Status Mean in Backup Care Jobs?
- Prevent Auto-Assignment Outside Business Hours Before Job Start
- Auto-Remove Profile Attributes When Conditions Change
- Map MyJovie Sectors to Enginehire Locations
- Allow Cross-Role Referrals for Candidates and Clients
- Review and Manage Scheduled Reminder Emails
- Manage Tags, Types, and Checklist Items
- How to hide the last names of your candidates on your Candidate board.
- How to Document Reasons for a Status Change
- How to Create Separate Email Footers and Signatures for Multiple Admins
- How to adjust which Shift Job Statuses to Show on Candidate Available Job Board
- Understand the Enginehire Icons
- How to Customize, Put a Line of Text, or an Image on the Login Page.
- Show Placement Jobs to Select Candidate Types
- Add A New Location
- How to display types, tags and statuses as colored tiles in the dashboard tables
- Be able to create packages with a certain number of classes
- Adjust currency in the dashboard.
- How do I make certain checklist items or tags only visible for certain client or candidate types?
- Create An Agency Points System For Candidate Rewards.
- Resubscribe candidates and/or clients
- Separate Admin by Location. Have One Admin See One Location and Other See Another Location.
- How to edit time off categories?
- Linking Zip Codes To Locations
- Difference between categories and types!
- How to change default currency and country settings
- Customize dashboard terms, word used for "Candidate", "Client", "Shift Job Calendar" and "Placement Jobs"
- Allow Clients to View Applicants
- Personal To Do Calendar And The Task Management Board
- Address Not Updating Correctly for Candidates
- Secure password workflow
- How to Hide the Speech-to-Text Button Across the Platform
- How to Control when a Candidate See And Change the Text for the “My Profile is Complete” Button
- Option to hide hourly rate from candidates on shift job.
- How to upload a file when clocking-out of a shift job
- *How to set up to auto-assign an available candidate when the client books a shift job
- Different options to hide client profiles from candidates
- How to hide the extend offer button
- How to Send Automatic Broadcastings for Bookings
- How to adjust what fields are included in candidate and client exports
- How To Prevent Candidates From Adding, Entering, Or Inputting Their Daily Availability
- How To Change The Button Text And Label On The Job Page.
- How to show a warning to admin if required fields are not filled
- Trash Section for Deleted Users, Jobs, and Profile Sections
- How to change/Update the currency inside EngineHire settings
- Be able to click on the status stats box and filter the candidate/client table by that status
- How to edit the job board title and description
- How to notify admins if a client updates credit card info.
- How to enable the Chat Feature
- Change the distance unit from miles to kilometers and vice versa.
- Creating different dashboard table views
- *How to set a radius for candidates to see available shift and placement jobs
- *How To Set Shift Job Statuses Where Client is Allowed to Cancel
- *How to prevent candidates from requesting time off within X days
- *How to prevent candidates from deleting their documents
- How to bulk update locations
- How to add an option to control the visibility of resources based on the user's tags.
- Show photos in Candidate/Client tables or dashboards.
- How to match clients with candidates using relevant client tags only
- How to add a notes icon to the candidate/client tables that opens the notes component
- How to enable notification for all applicants if a shift job booking is canceled.
- How to Change Candidate & Client Verbiage
- How to add type/status/location for packages
- How to color code statuses on candidate client dashboard table
- How to disable the countdown to cancel email sent by mistake
- How to assign a status change to a service package.
- How to add a percentage fee to a booking total
- How to edit when a client sees package options
- Set Default view of available shift job opportunities calendar
- Add an option for notifications when candidates are marked as favorite or do not want again.
- How to edit candidate profile top welcome text
- How to hide the candidate dashboard menu bar
- How to hide the "I'm Not Interested" button from the family
- How to have children's information be visible for a shift job booking before a candidate is assigned
- Add Actual Time Tags to Shift Job Calendar Titles
- Configure Caregiver Auto-Assignment Priority
- How to enable candidates to see previous shift job reports for a client
- Save Multiple Export Views for Shift Jobs
- Edit Fields on Client Booking Calendar Table View
- Change and Remove the Text of the Description of Booking Section.
- Set Recurring Availability For Multiple Candidates
- Hide mileage and reimbursement question on clock out shift job section
- How to customize shift job status when a job is requested, broadcasted, assigned, cancelled
- Push notification for shift job reminder
- How to adjust the default field for sorting shift job table view
- How to disable the fields for cancellation reason and notes when an admin cancels a shift job
- Update and Change Settings for Shift Job KPI (Key Performance Indicator) Calculator
- Add price increasing and decreasing conditions to set different rates for different scenarios
- Cancellation fees
- How to disable Max Distance feature on Broadcast page
- Shift Job Statuses where job status is visible to the client
- Preventing Reminder Emails for Unconfirmed or Cancelled Jobs
- How to let your client choose which children will be included for care in a booking.
- How to customize labels of shift job application buttons.
- How to change the Minutes Interval for booking time.
- How to add a default start time and default end time for your booking.
- *How to filter the list of available candidates that appear when you click on a shift job
- Customize The Button Text And Popup Messages Candidate's See When They Express Interest In A Position.
- Track and Limit Partial Admin Activity
- How to add default SMS footer
- How to adjust/set up who gets a notification when a client selects or changes a package
- Email Notification When a Resource is Viewed
- Advance Admin Settings. Hide Select Admin from Note Notifications
- How to use the admin internal scheduler
- How to update admin availability
- How To View All To Do Tasks For All Admins
- How To View The To Do Tasks For Another Admin
- Candidate and Host Family Supplier
- Default View: Default Sort Field For Client Table Of Agency Dashboard
- How to assign admin managers to candidates and clients in a round robin
- How to update your administrator details
- How to add a buffer for admin schedule
- Adjust settings to prevent certain admins from editing tags, types, and statuses, and not sending emails
- How administrators can log their work hours
- View Admin Worked Hours
- How to allow certain admin to be able to edit views or not be able to edit views
- How to add schedule availability for other admins
- How to see a list of Administrators
- How to provide access for one user to multiple accounts
- How To Manage, Update To Select Topics, Or Stop And Remove Notifications From The Community
- How to update message that pops up if they are already in the system
- Set Email Notification Based on Type and Location
- Create Customized Shift Job Pop Up Message.
- Create Notifications For Sections
- Turn On and Off Notification for Application Started.
- Notify client some hours before a shift job starts
- Adjust which admin & when candidates get notified about expiring documents.
- How to adjust which admin gets a notification for a new SMS
- Admin notification when reference is completed
- How to get notified when a client/candidate signs a contract/agreement
- Where to set which administrators receive emails pertaining to jobs, clients, candidates, and general platform notifications
- Send notification email to client when a candidate expresses interest in their placement job
- Where to set admin notifications
- How to set which admin emails are notified when a candidate requests to work or accepts a shift job
- How to Disable Candidate Availability Warnings
- How to set up admin email notifications when a client cancels or changes a shift job
- How to get notified and update status when a client enters or updates payment information
- Admin email when invoice payment fails
- Admin email when invoice paid successfully
- Get notified via email when a candidate enters references
- Create a Product Shop
- How to edit the texts at the top of the Reference Check Form Header
- Review of profile builder, sections, profiles, and applications
- What Are The Application And Profile Builder Types and How To Use Them For Clients, Candidates, and More.
- Manage, Modify, And Update Classes In Class Builder.
- How to make documents required or not required
- Not Allow and Stop Clients From Editing A Booking Within X Amount Of Hours Before The Start Time
- Hide certain gift cards
- Make a contact form
- See list of gift cards purchased
- Have the option to have gift card board be a drop down menu when displayed in client profile
- Turn off candidate availability conflict question 'do you want to continue and ignore the conflict'
- Allow Candidates To Enter and Input Schedules Availability, Prevent Candidate From Entering Availability, And Ensuring Candidate Request Time Off.
- Goal Tracking in Enginehire: Create, Assign, and Track Client Care Goals