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Enginehire Help Center
Settings
Onboarding
Application Forms
Customers
Candidates
Client
Profile Builder
Booking Form Builder
Data importing
Analytics
Templates
Documents
Emails
SMS
Notes
Tasks
Integrations
Zoom
Stripe
Background checks
Square
Scout
Zapier
Calendly
Army of Nannies
Mailchimp
TruDiligence
Google Calendar
Backup Care Assistant
Community
Notifications
Candidates
Features
Profiles
Client
Candidate
Client & Candidate
Jobs
Placement
Shift Jobs
Payments
Pricing
Credits
Stripe
Tipping
Shift Job
Payment Information
Promo Codes
Planning document
Planning Document - Tutorial Video
Advance Search
Candidate Filters
Filters
Agency Demo Videos
Dental
Childcare
App
Notifications
Communications
Calendar
Onboarding
Jobs Preview
Settings
agency settings
Shift Jobs
Job board
Admin Settings
Notifications
Builders
Candidate Availability
Agency Directory
Jobs & Calendar
shift Job Calendar
Clock In Clock Out
Enginehire Team Internal Videos
invoice
Evaluations
Evaluation Settings
Ways to Grow and Make More Money
Gift Cards
Admin Dashboard Customization
Administrator Settings
Candidate Client Tables
Error
Authentication
Search
Add Ons
Branding
Events
Webinars and Training
For Candidates & Clients
Clients
Candidates
Other
Communication Log
Format
Tags & Types
Mobile
Documents
To Do List
Users
Resource
Email Blast
SMS
Analytics
map
Events
Accounting
Data Exports
Jobs
Candidates
Events
Caregivers
Bulk
Availability
Documents
Communication
SMS
email
Logs
Reviews
Email/SMS logs
Booking History
Placements
Matching Candidates and Clients
Settings
General platform settings
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
How to edit, add and remove candidate and client tags
How to color code candidate and client tables by status
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
Set Up And Use Package Manger
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
Internal Doc: How to create an Enginehire Admin Login & Password
Add Alt Or Alternative Text To An Image
Do Not Change User Status When Resubmitting The Application Form.
No Dashboard Access Message.
agency settings
Add And Edit Tags, Types, Locations And Checklist Items.
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
How to adjust which Shift Job Statuses to Show on Candidate Available Job Board
How to set holiday hourly rates for shift jobs
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.
Remove Or Restore Client and Candidate Access To Their Profile And Have Them Able or Unable To Login.
How to Control when a Candidate See And Change the Text for the “My Profile is Complete” Button
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 put a custom line of text on the login page
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 display types, tags and statuses as colored tiles in the dashboard tables
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
Option to hide hourly rate from candidates on shift job.
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 Document Reasons for a Status Change
How to have children's information be visible for a shift job booking before a candidate is assigned
How to make the shift job calendar Monday - Sunday
How to hide the last names of your candidates on your Candidate board.
How to Create Separate Email Footers and Signatures for Multiple Admins
Understand the Enginehire Icons
Show Placement Jobs to Select Candidate Types
Add A New Location
Be able to create packages with a certain number of classes
Internal- How to set up solo operator settings
Adjust currency in the dashboard.
Create A Custom Search Bar 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.
Allow Returning Applicants And Application Started to Resubmit
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
See more
Shift 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
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
Add Cancellation Fee to Bookings and Set Parameters
Hide mileage and reimbursement question on clock out shift job section
How to edit the labels for shift job booking fees and rates
How to customize shift job status when a job is requested, broadcasted, assigned, cancelled
Only Show Shift Jobs That Were Broadcasted To The Candidate On The Job Board (Shift Job)
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
See more
Job board
Customize The Button Text And Popup Messages Candidate's See When They Express Interest In A Position.
Admin Settings
How to login
How to add default SMS footer
How To Add Administrators And Set Their Permissions.
How to adjust/set up who gets a notification when a client selects or changes a package
How to set up an email footer
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
See more
Notifications
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
Reviews: Create Custom Questions and Edit a Review
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
See more
Builders
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 more
Candidate Availability
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.