The Oleeo Recipe Book is back... and this time, you're invited!
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WHAT IS THE TIP?💡 Do you have candidates that don't know where they are in the process, or don't read the information within the process status messages and need a visual cue?Adding a visual progress tracker into status messages will allow you to visually show a candidate exactly where they are and what stage is next. WHAT IS THE TIP? Setting it up, as easy as 1, 2, 3 BENEFITS CONSIDERATIONS COSTS NEXT STEPS ADDITIONAL INFORMATION: Setting it up, as easy as 1, 2, 3💡 With self configuration level 1, you get access to update the status messages for candidates with any relevant information for that part of the process. Visual progress tracker for candidatesDefine the stages you want to display to the candidate—this could include a complete timeline of the recruitment process. e.g. Screening, Interview, Offer and Onboarding highlighting which one they are at. Alternatively, a rolling timeline, keeping the active highlighted stage in the centre and have the timeline move along as the
WHAT IS THE TIP?💡 AI is already transforming recruitment end-to-end - from candidate attraction to screening and beyond. With 86% of TA teams already piloting or adopting or considering AI, and 65% of candidates using it themselves, it’s vital to know how to make AI work for you.We believe in human-centric, responsible AI - tools that make life easier for recruiters, hiring managers, and candidates, without losing the human touch.WHAT IS THE TIP? WHY IT MATTERS NEXT STEPS ADDITIONAL INFORMATION WHY IT MATTERS📈 Applications are increasing: We’ve seen a 43% rise in applications in 2025 vs 2024 - with some roles receiving hundreds of “samey” AI-generated submissions. Recruiters are under pressure.⚙️ The right AI tools can help: From chatbots guiding candidates, to our Candidate Navigator that encourages more considered applications, to screening tools that cut recruiter workload by 50%.🧠 Adoption is about mindset: As Police Scotland shared - “Our project showed us that innovation doesn
WHAT IS THE TIP?💡 'Current User' Config Saved Searches dynamically filter results based on who is currently logged into the ATS (the “Current User”). This feature uses a Database Object form item that acts as a dropdown list of all active ATS users. It ensures that users see only the records assigned to them - simplifying and personalising their workflow. 💡 Imagine a dashboard that tailors itself to present only information relevant to you as you navigate the ATS. With our 'Current User' Config Saved Search feature, this is now possible!By leveraging dynamically filtered dashboards, recruiters can focus solely on the vacancies and applications specifically assigned to them. This is a game-changer for system reviews or embarking on new workflows, as it revolutionises user interaction within the ATS.WHAT IS THE TIP? Common use cases Setting up the Database Object item BENEFITS CONSIDERATIONS NEXT STEPS Common use cases💡Dashboard Widgets: Create saved searches for your dashboard widg
WHAT IS THE TIP?💡 Did you know you can make the names of your letters dynamic? By default, when you generate an offer letter or contract, the downloaded file name reflects whatever you typed in the Description field when setting up the letter. However, you can make this much more personal and easier to manage by simply updating the settings. WHAT IS THE TIP? Using the Letter File Name field BENEFITS CONSIDERATIONS COSTS NEXT STEPS ADDITIONAL INFORMATION: Using the Letter File Name field💡 Instead of relying on the Description field, make use of the ‘Letter File Name’ field when setting up your Offer Letters and Contracts. This allows you to add datapaths, such as the candidate’s name or the opportunity title, so files are automatically named in a more meaningful way. Combine candidate name and opportunity title for maximum clarity: the below datapaths will work nicely:[path]application.user.firstname[/path] [path]application.user.lastname[/path] - [path]application.opportunity.title
WHAT IS THE TIP?💡 Enhance your recruitment analytics: Discover how to connect Oleeo to Google Analytics using Google Tag Manager! Streamline tracking, capture more insightful data, and synergise your hiring efforts with robust analytics.WHAT IS THE TIP? STEP 1: SET UP GOOGLE TAG MANAGER STEP 2: CREATE A GOOGLE TAG MANAGER ACCOUNT STEP 3: LINK TAG MANAGER TO OLEEO ATS STEP 4: CONFIGURE GOOGLE ANALYTICS IN TAG MANAGER 1. Create the GA4 Configuration Tag 2. Set the Trigger 3. Save & Preview STEP 5: TRACKING THE DATA 1. Create Data Layer Variables in GTM 2. Create a GA4 Event Tag in GTM 3. Create a Trigger for the Event STEP 6: ACTIVATING YOUR DATA FOR REPORTING IN GA4 STEP 7: TESTING AND PUBLISHING BENEFITS CONSIDERATIONS COSTS NEXT STEPSOut of the box Oleeo can provide you with a standard set of datapoints that can enable you to connect the dots to campaigns outside of the ATS system. Examples of the datapoints that are sent by default:adhoc_referrer: COMPANY_WEBSITE, Adhoc
WHAT IS THE TIP?💡 Do you find yourself digging through candidate forms and history to track down the details you need? Customising the Candidate Summary within the Application view pulls key information into one place – whether that’s internal vs external status, vetting outcomes, or the last generated letter. By using either a simple table layout or a dynamic display form, you can cut down on clicks, save valuable time, and give recruiters instant context exactly when they need it.WHAT IS THE TIP? Review key details with table layouts Make the summary dynamic with a display form BENEFITS CONSIDERATIONS COSTS NEXT STEPS Review key details with table layouts💡 The Candidate Summary when driven by a table layout gives every user the same overview of vital candidate info upfront, helping recruiters move faster and make more informed decisions. You can edit the ‘Application Summary’ layout in the Global Table Layouts section of your configuration environment to make this more relevant
WHAT IS THE TIP?💡 Subscribe and Never Miss an Update! Did you know you can subscribe to different areas of the Oleeo Community and get updates straight to your inbox? It’s the easiest way to stay on top of everything that matters to you.WHAT IS THE TIP? NEXT STEPS ADDITIONAL INFORMATION:Here’s what you can subscribe to:✨ Tip Tuesday – Get our weekly practical tips (just like this one!) delivered automatically every Tuesday.🛠️ Product Updates – Be the first to hear about important changes, like new policies, system improvements, and release notes.📰 News, Blogs & Announcements - Includes industry update articles, our newsletter, and stories celebrating our customer successes. 🎓 Webinars & Events – Subscribe to stay in the loop with upcoming sessions and never miss the chance to learn from our experts. NEXT STEPSIt only takes a moment:Log in to community.oleeo.com Go to the area you want to follow (e.g., Tip Tuesday, Product Updates, News, Webinars & Events) Click Subscrib
WHAT IS THE TIP?💡 Are you tired of re-typing the same job details or fixing errors when creating new vacancies? Vacancy templates let you pre-build the essentials – from job descriptions and salary bands to process flows and participants, so every opportunity starts off right. Whether it’s a high-volume role with repeatable details or a specialist vacancy that needs a different workflow, templates save time, reduce admin, and keep your processes consistent. WHAT IS THE TIP? Create templates for different roles Assign the right process flow upfront Swap in different forms when needed Pre-assign participants to opportunities Lock vacancy creation to templates only Control who sees which templates BENEFITS CONSIDERATIONS COSTS NEXT STEPS ADDITIONAL INFORMATION: Create templates for different roles💡 If you have information that rarely changes – such as department, salary, or a standard job description – you can pre-write this into a template. When a recruiter creates a vacancy usi
WHAT IS THE TIP?💡 Are you making the most of all the features Oleeo offers to keep your applicants engaged throughout their journey?We wanted to highlight several key features that are available to you to enhance your recruitment process, with candidate engagement in mind, to support your goal of attracting and retaining top talent. This is a brief summary of additional features, check out the bottom of this article for links to more information. WHAT IS THE TIP? SMS Service Oleeo CRM Talent Engage Talent Pools Event Management Dashboards Bounced Emails Keep It In Oleeo OleeoQ - The AI Powered FAQ Chatbot BENEFITS COSTS NEXT STEPS ADDITIONAL INFORMATION: SMS Service💡 SMS messaging is a powerful way to reach applicants when they’re not actively checking their emails. It’s ideal for sending reminders, requesting additional information, or providing timely updates. We offer support for both one-way and two-way SMS communication through our trusted suppliers. 🔧 Use case: Addin
WHAT IS THE TIP?💡 Every candidate who applies to your roles will have access to a personalised candidate portal. This space can be tailored at every stage of their journey - not just to provide updates, but also to request information, share details, and keep them informed as they move through the hiring process.By encouraging candidates to use the portal as their primary reference point, you can reduce the need for offline communication via email or phone.We’ve included some key takeaways we think you’ll find helpful. Several of our suggestions are supported by in-depth content available in our community - see the links at the end of this article to explore further.WHAT IS THE TIP? Uploading Information Applicant Support Links Timeline To Hire Applicant Feedback Onboarding An Applicant Status Messages BENEFITS COSTS NEXT STEPS ADDITIONAL INFORMATION: Uploading Information 💡 Storing information directly in a candidate’s record is the most effective way to keep all their deta
WHAT IS THE TIP?💡 Great, you’re on the new Vacancy Management Interface with a brand new dashboard page, but now what? How can you leverage that dashboard to make it really powerful? We have some great thoughts lined up below for you to consider!N.B: Many organisations use different terminologies: Vacancy/Opportunity/Campaign/Competition. In this article we will be referring to them as vacancies.WHAT IS THE TIP? Save the Widget Scroll - Fix Your Rows Expand Your Page Critical Information Presented at Every Stage to the Right Users Dynamic Instructions - Guide Your Users Through Their Tasks Include a Progress Bar - Highlight the Journey Real Time Metrics - Proactive Recruitment Most Importantly - Keep it Simple!!! BENEFITS CONSIDERATIONS COSTS NEXT STEPS ADDITIONAL INFORMATION: Save the Widget Scroll - Fix Your Rows💡 Fix the row height on your dashboards to prevent your widgets from having individual scroll bars when viewed on a smaller screen. By setting the row height, your
WHAT IS THE TIP?💡 Did you know we have a growing network of talented professionals with hands-on experience in Oleeo configuration?Whether you're in need of an extra pair of hands for a project, looking to fill a short-term role, or just want someone who can hit the ground running — we might be able to help!We regularly stay in touch with skilled configurators and Oleeo-experienced users who are open to new opportunities - including people with valuable sector-specific knowledge, like government, policing, and finance. So if you're ever on the lookout, don’t hesitate to reach out.WHAT IS THE TIP? WHY IT MATTERS? NEXT STEPS ADDITIONAL INFORMATION: WHY IT MATTERS? Save time finding someone who already knows the platform. Quickly plug resourcing gaps without needing lengthy onboarding. Support the wider Oleeo community by keeping talent moving. NEXT STEPSIf you’re hiring or need some short-term support, just drop us a line at customersuccess@oleeo.com and we’ll connect you with some
WHAT IS THE TIP?💡 What do you do to keep your applicants engaged? Could you improve the look and feel of your communications to help prevent drop out and keep an applicant up to date on their application?We have collated some of the top tips related to communications that may help you keep your interested candidates engaged. Some of the suggestions we have added below have Tip Tuesday! content of their own, check out the bottom of this article for links. WHAT IS THE TIP? Brand Your Emails Deep Links Email Signoff Reminder Emails & Keep Warm EDI/ Positive Action Timelines and Stages Interviews and Assessments BENEFITS COSTS NEXT STEPS ADDITIONAL INFORMATION: Brand Your Emails 💡 Increase your chance of an email being noticed in a busy email box by including your company name in the subject and a logo or crest in the body of the email. 🔧 Use case: Any company who would like their emails to stand out amongst the noise in a candidate's busy inbox.Example logo 📌 Pro Tip:
WHAT IS THE TIP?The all-new Oleeo Configuration Guide is now live on the Community Knowledge Base! Designed with your feedback in mind, this enhanced version offers a clearer, more intuitive way to navigate setup and configuration across your platform.WHAT IS THE TIP? WHAT YOU’LL GET YOUR ACTION POINTS KEY DATES TO KNOW WHAT’S NEXT? WHAT YOU’LL GETWhether you're new to Oleeo or a seasoned superuser, this guide is your go-to resource for everything from day-to-day tweaks to more complex configurations. Here's what you'll find:✅ Step-by-step instructions that make set-up simpler. 💡 Real-world use cases to guide decision-making. 🌟 Expert best practices for smarter configurations. 🔍 Full coverage of Level 1, 2, and 3 Configuration topics. 🧭 Easy access via the ATS — no need to navigate away to find what you need. YOUR ACTION POINTSRegister for a Community Account before 31st August 2025 to avoid access disruption. It may take up to 1 working day to validate your account — don’t leave
WHAT IS THE TIP?💡 Your ATS isn’t just for active roles - it’s a goldmine of strong, engaged candidates. Utilise our auto ‘add to Talent Pool’ feature and turn your system into a database of high quality and pre-qualified candidates, whilst also reducing time to hire and cost per hire! WHAT IS THE TIP? Auto-Populate Talent Pool at a Designated Status Auto-Populate Talent Pool with a Feedback Form BENEFITS CONSIDERATIONS COSTS NEXT STEPS ADDITIONAL INFORMATION: Auto-Populate Talent Pool at a Designated Status 💡By setting up an automatic ‘copy to Talent Pool’ process action, you can effortlessly retain top talent, and reduce time to hire later on. Not every excellent candidate can be the successful one. But that doesn’t mean their journey with you should end. These candidates have already shown interest, completed an application, and made it to interview - meaning they’re often quicker to hire and easier to onboard.Talent Pools are auto-populated based on a status change, which mea
WHAT IS THE TIP?💡 Did you know you can embed videos in both your candidate facing pages as well as in your internal facing system? Stand out from the crowd by showing video content (from providers like YouTube) in your job adverts on your Oleeo job board(s) to catch your candidate's eye, or embed instructional videos into dashboards/homepages for your internal users to elevate their experience and allow them to self serve.WHAT IS THE TIP? Candidate view Recruiter view BENEFITS CONSIDERATIONS COSTS NEXT STEPS ADDITIONAL INFORMATION: Candidate view💡 Candidates are applying for many roles nowadays, how do you get them to apply for yours? If you are seeing traffic reaching your job board with Google Analytics but are not receiving a similar numbers of applications, adding content that sells the organisation culture to them could help to encourage them to apply. 🔧 Use case: Including videos of “Why work for us?” in the advert can increase the chances of candidates applying to the role
Mark Kunaseelan CUSTOMER TAKEOVER: A BIG thank you to Mark, Head of Resourcing at UAL, for putting this tip together! WHAT IS THE TIP?💡 Never stop asking yourself: “What else?”Keep asking: What else can be improved by adding, refining or just simplifying? What else would make this journey better for our candidates, hiring managers and teams?WHAT IS THE TIP? Running regular user experience reviews Internal feedback loops What changes have we made? Final thoughts…. Running regular user experience reviews💡 Running regular user experience reviews is essential. Don’t rely solely on assumptions - test it yourself. Create a test account and walk through the full application process from a candidate’s perspective.Ask yourself: Did the job advert provide all the necessary information? Was the application form quick and intuitive to complete? Does the branding on the job board reflect your current employer brand? Are the automated emails helpful, clear and appropr
WHAT IS THE TIP?💡 Did you know that you can pin the most commonly used country codes in your telephone number box on any of your candidate forms?Do you ever get tired of filling in online forms? Chances are your candidates do too and so anything you can do to make their experience simpler and quicker will help to elevate their impressions of your organisation and encourage them to push that submit button.WHAT IS THE TIP? Pin your country codes BENEFITS CONSIDERATIONS COSTS NEXT STEPS ADDITIONAL INFORMATION: Pin your country codes💡 Save your candidates time by giving them the most commonly used country codes right at the top of the list! 🔧 Use case: You are looking to do everything you can to improve your candidate experience when applying for your organisation. Pinning the most commonly used country codes can save most candidates time and frustration when having to scroll and find their country code, instead it will be presented right at the top when they click into the drop down
WHAT IS THE TIP?💡 In today’s virtual world, candidates expect a fully online recruitment experience. Don’t slow down the offer process by posting paper contracts or waiting for wet signatures. Capture offer letter and contract signatures electronically within the ATS.WHAT IS THE TIP? Option 1: Offer acceptance form Option 2: Automatically capture recruiter and candidate signatures Option 3: Integrate with Docusign BENEFITS CONSIDERATIONS COSTS NEXT STEPS ADDITIONAL INFORMATION: Option 1: Offer acceptance form💡 Using an offer acceptance form, you can capture an electronic signature from candidates.The form can include: Download links for the offer and contract documents, so candidates can review and save them. A field for candidates to indicate their acceptance decision. A dedicated e-signature field for agreeing to the terms and conditions. As with all Oleeo forms, the offer acceptance form can be tailored to your specific needs.Important: To ensure the signature is legally
WHAT IS THE TIP?💡 On Wednesday 2nd July, we’re bringing the Oleeo community together for a full day of inspiration, insights, and interaction — and you’re invited.Here’s why it’s worth your time:WHAT IS THE TIP? WHAT YOU’LL GET YOUR ACTION POINTS COSTS DETAILS WHAT YOU’LL GETBig-picture thinking from WilsonHCG’s UK MD & Sopra Steria and other industry leaders A live panel discussion on the future of recruitment and essential skills for 2027 Interactive breakout sessions featuring real-life stories from fellow Oleeo users Shared experience sessions to exchange insights and best practices with peers A free 20-minute 1:1 with one of our top consultants SPECIAL BONUS: Legendary swag, plus a rooftop BBQ with Tower Bridge views YOUR ACTION POINTSRegister now HERE to save your place Book HERE your 1:1 session before they fill up Bring a colleague and share the takeaways Come with a goal — what do you want to learn, solve, or connect around? COSTSThis is a FREE event! DET
WHAT IS THE TIP?💡We all get so many emails they just become a blur. When sending out emails to candidates providing important updates or good to know information, you need that message to stand out.Have you ever looked at the emails that you send out and think, wouldn’t it be nice to have an image or a logo on these to tie in to your corporate branding? Fear not, we can help you enable a feature to add these in!WHAT IS THE TIP? Branding your email BENEFITS CONSIDERATIONS COSTS NEXT STEPS ADDITIONAL INFORMATION: Branding your email💡Adding a logo or crest is a simple process, create and size this offline and then upload to the Oleeo system in the File Library under Email Attachments. Image of the file library with Email Attachments highlightedOnce the relevant logo has been selected, save the email. Email template with the file library highlighted Once the email is saved and attachment added, you will see links to ‘remove’ and for ‘BBTag’.Click on ‘BBTag’ to expose the datapath/link.
WHAT IS THE TIP?💡 With electronic applications, it's easy for data retention to become an afterthought since there are no physical piles of paper to manage. However, it remains just as important. In addition to Oleeo's auto-anonymisation and auto-deletion features, you can also manually anonymise and delete applications to help maintain compliance and optimise system performance. WHAT IS THE TIP? Manual Anonymisation Create a Saved Search Manual Deletion BENEFITS CONSIDERATIONS COSTS NEXT STEPS ADDITIONAL INFORMATION: Manual Anonymisation💡 The purpose of anonymisation is to remove personal candidate information from an application whilst retaining key information about that application for reporting purposes.Via self configuration level 1, any form items that might contain personally identifiable information need to be set to ‘Anonymise’ within the item details. Personally identifiable information is considered a piece of information that points to a particular person. Example
WHAT IS THE TIP?💡 Have you ever wanted to see more information in your table, combine a list of applications with a list of their other submitted applications, freeze the first X columns for easy horizontal scrolling or include hyperlinked items? Continue reading to find out how to improve your table to work for you, with our 4 tips on how to set a better table!WHAT IS THE TIP? Freezing columns Adding hyperlinks to a table layout Expandable tables with child objects Read only BENEFITS CONSIDERATIONS COSTS ADDITIONAL INFORMATION: Freezing columns💡 Tired of scrolling back and forth in a table to find the information you are looking for? Fixing the number of columns you need with “Fix Visible Left Columns” will allow you to keep key information fixed to the left of the table.📌 Pro Tip: Combine with icons for lookup values to make the data standout when scrolling🔧 Use case: Using a large table of data or users working on small screens Fix Visible Left Columns set to 4 Table layout
WHAT IS THE TIP?💡 Save time when editing forms by dragging new items, labels, or sections straight into place - no more dragging from the bottom!WHAT IS THE TIP? Add new fields, labels, or sections exactly where you want them BENEFITS CONSIDERATIONS COSTS NEXT STEPS Add new fields, labels, or sections exactly where you want them💡 When editing forms in Level 1 config, it’s tempting to just single-click the Add Item, Add Label, or Add Section buttons on the left. But doing that automatically places your new item right at the bottom of the form - meaning you’ll then have to scroll, drag, and fiddle with positioning to get it where it actually needs to be.Instead, click and drag your chosen item from the left-hand menu into the form layout, and drop it exactly where you want it to go. It’s quick, tidy, and saves a lot of unnecessary scrolling. Drag and Drop to add a New Item 🔧 Use case: You’re adding a new diversity question to a well-organised form with grouped sections. Simply drag
WHAT IS THE TIP?💡 Use placeholders to store reusable text – like team email addresses, signatures, or standard messaging - that you can insert across email templates, status messages, letter templates, contracts, and even some system labels. If the text ever changes, just update the placeholder and it updates everywhere it’s used. No more hunting through dozens (or hundreds!) of templates.WHAT IS THE TIP? Create a placeholder for your team email address Use placeholders to manage your standard recruiter signature block Think beyond just emails - placeholders also work in letter templates, status messages, and some system labels Keep the placeholder name simple, clear, and consistent BENEFITS CONSIDERATIONS COSTS NEXT STEPS ADDITIONAL INFORMATION: Create a placeholder for your team email address💡 Placeholders are brilliant for standardised text that appears in multiple templates. For example, instead of hardcoding recruitment@company.com into 35 email templates, create a placehol
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