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Settings
General platform settings
- 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
- 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
agency settings
- How to hide the last names of your candidates on your Candidate board.
- Add And Edit Tags, Types, Locations And Checklist Items.
- 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
- How to set holiday hourly rates for shift jobs
- Be able to create packages with a certain number of classes
- 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
- 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
- Remove Or Restore Client and Candidate Access To Their Profile - enable or disable Client or Candidate Logins.
- 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
- How to make the shift job calendar Monday - Sunday
Shift Jobs
- 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 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
- 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
Job board
Admin Settings
- 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
- 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
Notifications
- How to update message that pops up if they are already in the system
- How To Manage, Update To Select Topics, Or Stop And Remove Notifications From The Community
- 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
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 list of gift cards purchased
- Have the option to have gift card board be a drop down menu when displayed in client profile