Tips & Tricks

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

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

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?

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

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

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. 

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 fill

 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

 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 co

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

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

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

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 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

  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 Wit

 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

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 increa

WHAT IS THE TIP?💡 Get a sneak peek at your posting before publishing live on your careers site. When you are creating a new vacancy/opportunity, it is helpful to have a preview of what the potential applicant will see once it is live. You may also want to make sure the spacing is just right and the flow is clear.WHAT IS THE TIP? Vacancy/Opportunity Preview BENEFITS CONSIDERATIONS  COSTS NEXT STEPS

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?💡 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

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

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

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 celeb

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 dif

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