Tips & Tricks

WHAT IS THE TIP?💡 Managing large recruitment programmes often means hiring across dozens (or even hundreds!) of vacancies. Rather than tracking progress in spreadsheets, Campaign Hiring Targets allow you to monitor hiring activity in one place and understand exactly how close you are to achieving your recruitment goals.The best part? There are two ways to use it, depending on how you recruit.Campaign Hiring Targets allow you to:Set an overall hiring target for a campaign. Automatically total hiring targets set across multiple child vacancies. Monitor progress towards an overall recruitment goal. View positions filled and outstanding across an entire campaign. Drill into individual vacancies when more detail is needed.WHAT IS THE TIP? Gain a High-Level View Without Losing Detail Track Targets Set on Individual Vacancies Set a Hiring Target at Campaign Level BENEFITS CONSIDERATIONS  COSTS NEXT STEPS Gain a High-Level View Without Losing Detail💡 Campaigns provide a useful single sour

WHAT IS THE TIP?💡 Keep your carefully curated content pinned to your candidate’s page as they scroll!WHAT IS THE TIP? ‘Sticky’ Talent Engagement Adverts BENEFITS CONSIDERATIONS  COSTS NEXT STEPS ADDITIONAL INFORMATION: ‘Sticky’ Talent Engagement Adverts💡 If you use our Talent Engagement functionality, you can easily update your branding files (or ask us to do it for you!) to ensure your key sidebar adverts and call-to-actions don't disappear when candidates scroll down a long page on a computer browser. 🔧 Use case: We often have a long list of vacancies but want our job board visitors to engage with the video message from our CEO, so having it visible as much as possible will help with engagement.  Example of a Job Page without pinning the Talent Engagement advert Example of a Job Page with the Talent Engagement advert pinned as the candidate scrolls down 📌 Pro Tip: Before applying this update, take a look at what content you currently have sitting in your right-hand sidebar. High

WHAT IS THE TIP?💡At our recent Success Summit, Best Practice Bingo was back by popular demand. We shared 9 practical tips and hidden gems designed to help customers work smarter, save time and get even more value from Oleeo. Whether you joined us at the event and would like a refresher, or couldn't make it this time, here's your opportunity to explore all nine tips in one place.WHAT IS THE TIP? Tip 1: Ad hoc Referrer Reporting Tip 2: Archiving Automatically as Part of a Process Tip 3: Candidate Summary View  Tip 4: Embedding Documents Tip 5: Career Site - Lite Tip 6: Automatically Populate CRM Campaigns Tip 7: One Time Form for Feedback Tip 8: File Library Enhancements Tip 9: Advanced Email Branding ADDITIONAL INFORMATION: Oleeo 9 x Bingo Best Practice Tips  Tip 1: Ad hoc Referrer Reporting💡Optimise Job Board Spend: Use ad hoc source tracking and custom URLs to monitor application volumes across Indeed, LinkedIn, and manual postings to easily measure recruitment campaign ROI

WHAT IS THE TIP?💡 You and your team have spent a lot of time developing, curating, and embedding your employer brand. When candidates interact with your organisation, you want that expertly crafted brand to thread through every single touchpoint, ensuring your unique culture is conveyed clearly and consistently.To help you achieve this, Oleeo offers a suite of features and products specifically designed to bring your employer brand to life.WHAT IS THE TIP? Fully Branded Email Templates  Enhance Your Home Page and Job Board Branding  Vacancy List vs Tile view? Career Site Lite! BENEFITS CONSIDERATIONS  COSTS NEXT STEPS ADDITIONAL INFORMATION: Fully Branded Email Templates 💡Think about how many emails a candidate receives during their hiring journey. Oleeo’s email branding tools allow you to move away from plain text and deliver a cohesive, visually engaging experience right into the candidate's inbox.By utilising our branded email features, you can: Capture Attention: Include your

WHAT IS THE TIP?💡Attach files, store documents and share information with your applicants with our enhanced File Library! This new centralised hub is perfect for storing all those essential assets that you want to share.WHAT IS THE TIP? Create a Shareable Link Go Pro! Upgrade for More Storage Space BENEFITS CONSIDERATIONS  COSTS NEXT STEPS ADDITIONAL INFORMATION:What is the standard File Library? Historically it was really an image library; where you were able to store images, logos and email templates in the file library to use in your CRM campaigns, candidate emails and on your candidate facing pages.What is the enhanced File Library? Oleeo's file library’s new enhanced feature allows you to upload and store documents (JPEG, PDF, PNG, .DOC) as well as images - which you can now either attach, embed or share with your applicants using a shareable link embedded into your candidate emails for them to click and download. Attach More than Just an Image File💡 You can now add documents

WHAT IS THE TIP?💡Use One Time Forms to collect candidate feedback or sensitive application data without forcing candidates to log in! It is fast, secure and tied directly to the application record - perfect for candidate feedback, staged data collection, compliance and follow-up screening.WHAT IS THE TIP? BENEFITS CONSIDERATIONS & BEST PRACTICES COSTS NEXT STEPSWhat is a one time form? A One Time Form (OTF) is a secure, single‑use, tokenised form instance that you send to a user (usually the candidate) by email. The link in the email bypasses the normal login and opens the specific form instance directly. Once the candidate submits, that token is permanently invalidated -any further clicks return “Form already completed” or “Link expired.” It also creates a record in the history!Example of a One Time Form requesting information for an Oleeo Event 🔧Common Use Cases: Candidate Feedback: Send a short post‑interview or post‑process feedback form to capture candidate experience withou

WHAT IS THE TIP?💡 Automatically populate your CRM campaigns from your recruitment process flow! The exciting thing is that it will work in your talent pool and event flows too!You can set up process actions within your process flow to automatically add and remove candidates as you progress them through their journey, all based on a config saved search! This will give you the confidence that all the right candidates get the right communication!WHAT IS THE TIP? Automatically Add Candidates To Your CRM Campaigns Step 1. Add the Process Actions to your process flow Step 2. Set up your Config Saved Search Step 3. Link your CRM campaign to your Saved Search BENEFITS CONSIDERATIONS  COSTS NEXT STEPS ADDITIONAL INFORMATION: Automatically Add Candidates To Your CRM Campaigns💡Automatically populating your CRM campaign contacts from your process flow removes the need for your Oleeo users to do this manually!  🔧 Use case: I am a recruiter working for an organisation with a long pre-employme

WHAT IS THE TIP?💡 Take your email branding to the next level by using the Advanced Edit email templates and Source Code functionality to create high-impact, automated emails. Following on from our previous tip on basic email branding, this "build-along" guide shows you how to use BBCode and structured HTML in both our Advanced Edit and Simple email templates to ensure your system-triggered emails look professional and remain consistent across every candidate touchpoint.WHAT IS THE TIP? ‘Advanced Edit’ Templates ‘Simple’ Email Templates BENEFITS CONSIDERATIONS  COSTS NEXT STEPS ADDITIONAL INFORMATION: 🔧 Use case: You are an organisation who cares about your brand impact. You want to maximise candidate engagement and experience at every touchpoint from within your process flow. ‘Advanced Edit’ Templates💡Our advanced edit templates can produce engaging and attractively branded emails from within your process flow, however it does require some knowledge of BBCode (an alternative to HT

WHAT IS THE TIP?💡 Bypass the noise and restore integrity to your hiring, using Oleeo Select! Validate the “WHAT” and the “HOW”.With the rise of generative AI, CVs are changing. It’s becoming harder than ever to distinguish between a "perfectly prompted" CV and a candidate with the actual expertise you need.WHAT IS THE TIP? WHY YOU'LL LOVE IT HOW TO GET STARTED COSTS ADDITIONAL INFORMATIONWATCH OUR KEYNOTE ON-DEMAND Oleeo Select is our selection intelligence engine. Instead of just "sifting" through keywords (which can be easily gamed), Oleeo Select acts as a corrective lens, helping you discover the true potential of every candidate through a 3D view of their capabilities.​To get the most out of Oleeo Select, you can now evaluate two critical dimensions of a candidate simultaneously:Technical Skills (The "What"): Our AI doesn't just look for words; it audits actual achievements. It analyses the context of a candidate's previous roles to ensure their experience is anchored in real-worl

 WHAT IS THE TIP?💡 Enhance your Oleeo experience by leveraging Table Layouts and the "Expand Row" feature! This allows for quick access to related information, improving efficiency for recruiters, hiring managers, and system administrators alike.WHAT IS THE TIP? Why Use Child Layouts? Examples of Effective Child Layouts BENEFITS CONSIDERATIONS COSTS NEXT STEPS ADDITIONAL INFORMATION:Why Use Child Layouts?Oleeo's Table Layouts (also known as Layout Listings) are powerful tools for displaying data in a clear, organised way. The "Expand Row" feature takes this a step further by allowing you to nest related information within a parent row. Instead of navigating to different pages or profiles, you can view essential details with a single click. Think of it as a "quick view" directly in your table!This is especially useful for:Enterprise Leaders: Get a high-level overview of key metrics without digging into individual records. Talent Professionals (recruiters, HR managers): Quickly access

WHAT IS THE TIP?💡Whether you are a new Oleeo customer or a customer who has been using the system a while, it is always wise to have a plan to keep your system data tidy! Not only will it make it easier for your users to find what they need, it can improve your system performance and make sure that you are compliant.WHAT IS THE TIP? Automatically Deactivate Your Vacancies Move Your Vacancies to a Closed Status Automatically Archive Your Vacancies Automatically Delete Your Vacancies X Years After Anonymisation Use Automation To Trigger All 4 Together! BENEFITS CONSIDERATIONS  COSTS NEXT STEPS ADDITIONAL INFORMATION:There are lots of different data management activities you can take against your vacancies and candidate applications within your Oleeo system - with this tip we aim to call out all the jargon, explain what each does and when/why to do it, with a bit of best practice thrown in there for good measure! 🔧 Use case: I am a recruiter responsible for multiple roles across se

WHAT IS THE TIP?💡 Duplicate accounts can degrade your data quality and disrupt the recruiting process. Maintaining a single profile per candidate is essential for accurate reporting, seeing a complete candidate history, and preventing different areas of the business from competing for the same person. Here is how you can use Oleeo’s duplicate detector to keep your database clean and your hiring process fair.WHAT IS THE TIP? How Duplicate Detection Works Duplicate Management Keep, Reject or Reassign?  Candidate Experience BENEFITS CONSIDERATIONS  COSTS NEXT STEPS ADDITIONAL INFORMATION: How Duplicate Detection Works💡The purpose of the duplicate detector is to identify if a candidate has created a new account, using a different email address, to submit an application. Once a candidate submits their application, the duplicate checker identifies potential duplicates by comparing the new account details against prior applications.During system implementation, specific duplicate criter

WHAT IS THE TIP?💡The ‘Other Status’ tool is tempting, but it must be used wisely, sparingly and only by those who truly understand its impact.In this tip, we’ll guide you on when to use it and when to avoid the ‘Other Status’ option to manage your candidates.WHAT IS THE TIP? When NOT To Use It What If My Process Doesn’t Reflect What I Need To Do? How About When Testing - Can I Use It Then? When CAN I Use It? BENEFITS CONSIDERATIONS  COSTS NEXT STEPS ADDITIONAL INFORMATION: ‘Other Status’ is accessed in the toolbar menu under Administration within the applicant record When NOT To Use It💡 Be extra cautious if using the 'Other Status' tool to skip stages! We’ve all been there: the workload is stacking up and you want to shave off every second possible. It seems harmless to save a few clicks by skipping straight to the desired stage - but tread carefully! Your system is built with multiple "hidden" actions triggered by the standard process flow. Bypassing these can cause a domino eff

WHAT IS THE TIP?💡 Our Oleeo Product Release Notes have always been published in the Community - but the way you’re notified is changing.Previously, we manually sent an email linking you to the latest release notes. We’ll no longer be sending those emails.WHAT IS THE TIP? NEXT STEPS ADDITIONAL INFORMATION:🚨 Important deadline: The final release note email sent via the old process will be on 9th February. If you don’t subscribe, you will no longer receive email notifications about release notes. 👉 To continue receiving release note notifications by email, you must subscribe to the Product Release Notes channel in the Community.When you subscribe:You’ll be automatically notified by email as soon as a release note is published You’ll stay informed on new features, enhancements, and fixes You’ll have ongoing access to all previous release notes in the Community, making it easy to revisit past updates at any time Updates will go straight to your inbox, without delay  NEXT STEPS✅ Take acti

WHAT IS THE TIP?💡Our Oleeo Community - The place to be for all things Oleeo!  We have made a single “go to” for all of your most common needs including: The Knowledge Base, Product Updates, links to upcoming Webinars and a whole host of how to guides and watch at leisure video content. We know 100’s of you are accessing our Oleeo Community every week, but we know there must be a whole host of people across all of our customers who are yet to discover it!WHAT IS THE TIP? Share the love, share the Oleeo Community! Encourage Self Service BENEFITS CONSIDERATIONS COSTS ADDITIONAL INFORMATION: Share the love, share the Oleeo Community!💡 Do you ever talk with your colleagues about our Community,  inspiring them to access the wealth of knowledge, support information and training that can be found there.. No? Why not! We would love for you to share the Community wider in your team’s, from Recruiters to Hiring Managers, to Screeners and Config Builders. There is going to be content on our Co

Here are your favourite tips from 2025!💡 We’ve rounded up the top 10 tips and tricks that you, our community, viewed and liked most in 2025. Dive into these fan-favourites and see how your peers are levelling up their ATS game this year.10. Striking Gold with Candidate Feedback!9. Branding Emails 8. Vacancy Management Dashboards, The Art Of The Possible!7. Harnessing 'Current User' For A Better User Experience6. Connecting the dots between Oleeo and Google Analytics (via Google Tag Manager)5. Using AI Effectively in Recruitment4. Dynamic Offer Letter Naming 3. CUSTOMER TAKEOVER - Make Dashboards and Table Layouts Work Harder with Icons2. CUSTOMER TAKEOVER - The Pursuit of Continuous Improvement! And at the top spot….1. Setting Up a Visual Progress Tracker for Candidates NEVER MISS A TIP!In three clicks you can subscribe and receive new tips straight into your inbox so you never miss a tip. First, click the ‘Community Form’ tab at the top and click ‘Tips & Tricks’ from the drop dow

From Us to YouAs the holiday season approaches, we want to take a moment to thank you for being part of our Community and for helping make 2025 such an incredible year.From the wider rollout of the Oleeo Community to the launch of our new AI products, it’s been a busy and exciting time - and we’ve truly loved having you with us on the journey.We hope the gift wrapping is nearly done and that you haven’t become too tangled in sticky tape! While you search for that missing pen to finish labelling presents, here’s a fun thought: What’s on your Oleeo wish list for 2026? Introducing AI support tools? Automating your recruitment journey? Boosting candidate engagement? Whatever it may be, we’re here to help turn those wishes into reality.Until then, may your days be merry, your inboxes light, and your cups filled with your favourite festive tipple. Wishing you a joyful holiday season from all of us at Oleeo. 🎄✨ 

 WHAT IS THE TIP?💡 Research shows that approximately two-thirds of candidates apply to jobs from a mobile device. To ensure you attract the best talent, your application form should be designed with the mobile user in mind; focusing on streamlining the application process, optimising content for small screens and using technology that enhances the mobile experience..   WHAT IS THE TIP? Implement Responsive Design  Optimise Job Descriptions Simplify Application Forms Streamline Communication Test Across Devices BENEFITS CONSIDERATIONS  COSTS NEXT STEPS ADDITIONAL INFORMATION: Implement Responsive Design 💡 Ensure your career site and application forms automatically adapt their layout to different screen sizes (smartphones, tablets, etc.) for a seamless user experience.📌 Pro Tip: Put your EVP front and centre with Oleeo’s mobile responsive Career Sites.  Optimise Job Descriptions💡 Mobile users tend to skim content, so structure your job postings for easy reading.Use concise, impa

 WHAT IS THE TIP?💡 Use conversational AI to ease bottlenecks throughout the hiring journey - reducing noise, improving communication, and giving candidates the clarity and confidence they need.Recently, we talked about using AI effectively across recruitment.This week, we’re diving deeper into one of the biggest pressure points talent teams face today: the modern candidate experience.And the reality is… it’s never been more challenging.To help tackle this, we’re spotlighting OleeoQ - our AI-powered candidate Q&A tool that supports candidates 24/7, provides instant and consistent answers, and frees up valuable recruiter time throughout the entire process.(And stay tuned - future Tip Tuesdays will highlight additional AI tools designed to elevate the candidate experience and reduce the burden on recruiters)WHAT IS THE TIP? WHY IT MATTERS ONE SOLUTION: OLEEOQ COSTS NEXT STEPS ADDITIONAL INFORMATION: WHY IT MATTERS📈 Application overload is real In our recent AI Forum webinar, “too ma

WHAT IS THE TIP?💡 If you are a global or multinational organisation, trying to align interviews and meetings across multiple timezones can be a challenge. And don't get us started on whether or not they observe daylight savings time! There are different options to ensure that, even if you work in a different timezone to your candidates or colleagues, you will see the information you need in the correct timezone.  WHAT IS THE TIP? System Default  Vacancy Templates Personal Settings Interview Schedule Settings BENEFITS CONSIDERATIONS  COSTS NEXT STEPS ADDITIONAL INFORMATION: System Default 💡 Your system will have a system default timezone as the single source of truth for audit trails. Areas of the platform like ‘History’ will always display in the system default timezone. Ask your System Administrator if you don't know what your timezone default is.  Vacancy Templates💡 Don't fall foul of posting vacancies too early or too late if the location of the role is in a different timezon

WHAT IS THE TIP?💡 Did you know you can switch your Oleeo theme to High Contrast? This theme offers a sharper, more accessible colour palette designed with colour-blindness, luminosity, and inversion in mind. It simplifies colour logic and meets AAA accessibility standards across almost every key screen element – making your ATS easier on the eyes and clearer to navigate.WHAT IS THE TIP? How to switch your theme to High Contrast BENEFITS COSTS ADDITIONAL INFORMATION How to switch your theme to High Contrast💡 You can change your theme anytime from your personal settings. Click your initials or avatar in the top-left corner of your screen. Select Theme. Change from Radial Blue (the default) to High Contrast. If you’re working long hours or find the standard blue hard to read in certain lighting, try High Contrast for a cleaner, easier-on-the-eyes experience. Theme Settings  🔧 Use case: I spend most of my day reviewing applications, and after a few hours, the standard colours can s

WHAT IS THE TIP?💡 Spark connections by joining the new Self-Configuration Forum!As Bonfire Night approaches, it feels like the perfect time to light up something new! We’re excited to officially launch the Oleeo Self-Configuration Forum, created especially for our Self-Configuration Certified community.This is your place to connect with fellow configuration pros, share insights, ask questions, and keep your skills glowing bright.WHAT IS THE TIP? NEXT STEPS ADDITIONAL INFORMATION: NEXT STEPS✔️ First things first - click here to request access to the group!Once approved, you can head straight into the forum, join the conversation, and start sparking ideas with your fellow Self-Config Certified pros. ✔️ Start by introducing yourself in the forum!Share a little about your role, how you use Oleeo Self-Config, and maybe even your favourite configuration tip or “quick win.” You never know who you might inspire.The more sparks we share, the stronger our community will shine. ✨So grab a (virtu

WHAT IS THE TIP?💡Take the time to truly understand why your roles are hard to fill so that you can take action!We all talk about hard to fill roles and we all have roles that we struggle to fill, however do you really know why they are hard to fill? Have you done a deep dive into these roles to understand what could be contributing towards struggling to fill them? We wanted to share some insights that came from some recent discussions around hard to fill roles with some of our local government and police customers.WHAT IS THE TIP? What Makes A Hard-To-Fill Role? What Can I Do About These Hard-To-Fill Roles? What Are Customers Doing Next? OLEEO RESOURCES What Makes A Hard-To-Fill Role?💡 Understanding what is making your role hard to fill is key to being able to take positive steps to improve!A common misconception is that hard-to-fill simply means low applicant volume. Our customers confirm that hard-to-fill often means an abundance of applications, but with a significant quality d

WHAT IS THE TIP?💡 Your Hiring Managers are at the heart of recruitment success, but juggling their day jobs means they don’t always have the time to stay fully engaged. And when they log into Oleeo, it might have been a while since their last visit. Here are five top Tip Tuesday tips to help you make their experience smooth and successful.WHAT IS THE TIP? Tip 1 - Save Time with Vacancy Templates Tip 2 - Break It Down with Vacancy Multi-Forms Tip 3 - One-Click Vacancy Posting Tip 4 - What's Up Doc? Tip 5 -  Declutter Your Data: Archive With Ease  Tip 1 - Save Time with Vacancy Templates💡 Vacancy templates help Hiring Managers hit the ground running. With job details, salary bands, and workflows pre-built, there’s no need to start from scratch. They save time, reduce admin, and keep every hiring process consistent.  Tip 2 - Break It Down with Vacancy Multi-Forms💡 Vacancy Multi-forms take the hassle out of setting up a new role or event. Instead of one long form, information is div

  Lorna Allison CUSTOMER TAKEOVER: A BIG thank you to Lorna, HR Specialist - eRecruitment Systems at Police Scotland, for putting this tip together!  WHAT IS THE TIP?💡 Hello everyone! Police Scotland are happy to be taking part in the tips & tricks post this week sharing an idea we came up with to make our dashboards efficient.We make life a bit easier for our recruitment teams by adding icons to our table layouts and summary views.WHAT IS THE TIP? Why Bother With Icons? How to set it up  Why Bother With Icons?💡 Because they are a quick way to see certain applicants to help prioritise. When you are dealing with a wall of applications on a dashboard, a little visual marker in a table layout can help instantly see what’s important, without needing to click into the application first. How to set it upHere’s a simple way to bring icons into your dashboards:Decide what’s worth highlighting - What do recruiters want to know at a glance?Common examples for us are new app