Onboarding
This is the step by step introductory process Enginehire subscribes use to create their workflow from start to finish.
- How to Login
- Add Users: Manually Add A Candidate or Client into Enginehire
- Edit An Existing Applications Questions.
- Add A Question To An Application
- Delete Questions In An Application
- Rearrage Questions in an Application
- Setup Status Triggered Emails for Candidates
- Learn What A Status Is From Top To Bottom And How to Use Statuses To Trigger Emails For Clients And Candidates
- Send a General Email
- View, Edit, And Create Email Templates
- How to create a Document Template (signable document). Add Fillable Fields.
- Manually Add a Document to a Client or Candidate
- Broadcast a Placement Job
- Learn How a Candidate Can Apply to Positions from a Job on the Job Board.
- Client Extends An Offer To A Candidate
- Create a Shift Job
- Broadcast a Shift Job
- Assign A Candidate To A Shift Job
- Candidate Expresses Interest In a Shift Position Journey
- Adjustments Made to An Application
- Verify Your Email And Domain To Send Emails Through Enginehire
- Embed Job Board on Website
- Import Data for Clients & Candidates into Enginehire Platform.
- Create An Email "Mailing List"
- How To Send An Email Blast
- View Email Log
- View Email Blaster Log
- View The References Table
- View The Document Table
- View Status Changes Logs
- View Activity Log
- View Trash Bin
- View Payment Log
- Add a New Resource Document
- Create a To Do Task
- Add Document Upload Field for Clients and Candidates
- Invite users into system
- Invite A Collaborator to Your Website
- Using The Master Learning Checklist Like The Pro You Are!
- Test an Application Form
- View A Profile. See a profile as a Client or Candidate sees a profile.
- View Applicants of a Position
- How To View Applicants. See Candidates Applying For A Position.
- View a Profile
- Edit Profile Visibility for Clients and Candidates.
- Edit Trigger Email Templates and Trigger Documents Templates
- Upload A Document To A Profile
- View Application and Profile Builders
- Process Work Flow - Visually create your status workflow!
- Go Live Launch Checklist
- Bulk or mass update options for clients or candidates
- Search and filter tools for clients or candidates
- See Support Tickets and How to Use the Enginehire Customer Portal.
- System Overview. Enginehire Onboarding
- Access Support: Learning Center, Live Chat, and Create a Ticket.