Tips & Tricks

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 

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

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

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 Remin

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 yo

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 

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 

  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? Runnin

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

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

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   Int

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

 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

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

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

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

WHAT IS THE TIP?💡Tired of wrestling with related questions in your applicant searches? What if you could effortlessly connect related criteria and filter your talent with laser precision? Discover how our Grouped Search feature can unlock a faster, simpler way to find the perfect candidates – keep reading to see how!WHAT IS THE TIP? Grouped Search Grouped With Another Criterion  BENEFITS CONSIDERATIONS  COSTS

WHAT IS THE TIP?💡 Instead of just having brilliantly named buttons to guide your candidates through the process, you can add a touch of personalisation too!Wherever you have a candidate facing button, you can include a data path into the name to personalise the message that is displayed.WHAT IS THE TIP? Personalise Your Call to Action Buttons BENEFITS CONSIDERATIONS  COSTS NEXT STEPS

WHAT IS THE TIP?💡 Mark your calendars and book your spot for the Oleeo European Success Summit 2025 – the event of the year for recruitment professionals! Taking place on July 2nd, 2025, this is your chance to gain exclusive insights, experience cutting-edge recruitment innovations, and network with industry leaders.WHAT IS THE TIP? BENEFITS CONSIDERATIONS  COSTS NEXT STEPS REGISTER

WHAT IS THE TIP?💡 Get the best experience from our delivery and support teams - follow these top tips on how best to raise your Sugar cases!WHAT IS THE TIP? Raising a Support Request Raising a Change Request BENEFITS CONSIDERATIONS  COSTS NEXT STEPS ADDITIONAL INFORMATION: Raising a Support Request💡 Information is power! When something isn’t working, you want the quickest fix - providing as much information as possible is key to us supporting you, and the right kind of information is crucial.

WHAT IS THE TIP?💡 Get the full picture of why candidates leave your process! Instead of using a single withdrawal status, why not create multiple statuses for different stages? This allows you to track when and why candidates withdraw, enabling better reporting and insight into drop-off trends.WHAT IS THE TIP? Categorise Withdrawals by Process Stage Use Reporting to Compare Withdrawals vs. Rejections BENEFITS CONSIDERATIONS  COSTS NEXT STEPS ADDITIONAL INFORMATION: 

 WHAT IS THE TIP?💡 Sometimes finding applicants with the skills or qualifications to fill talent gaps is like looking for a needle in a haystack. Using the ‘Full Text Search’ feature can help you to proactively search your full applicant database to identify talent that may be right under your nose.    WHAT IS THE TIP? How to get started  Refine your results Add a snippet  BENEFITS CONSIDERATIONS 

WHAT IS THE TIP?💡 Candidate feedback is your hidden treasure map in your quest for gold. Did you know that you can elevate your feedback strategy by improving on how you capture your candidate feedback in the system?A great candidate experience creates brand ambassadors and has been shown to have a positive effect on all hiring metrics.Maybe you are looking to improve your candidate experience and want to understand where in your process to focus your attention or perhaps you wish to report improvements after implementing a change. It could even be that you are wanting to understand why candidates are not sticking with you to the end, or are just looking to understand your candidate experience overallIf so, here are some things you can do with the configuration of the system to build your own treasure map.WHAT IS THE TIP?

WHAT IS THE TIP?💡 Embedding documents into your process via forms, table layouts and also in the candidate summary can be a time saving exercise. Allowing you and your team to quickly find the relevant document that has been uploaded into or generated by the ATS.WHAT IS THE TIP? Latest Generated Document In A Table Layout Latest Generated Document In The Candidate Summary Document In A Table Layout Document In A Form BENEFITS CONSIDERATIONS COSTS

WHAT IS THE TIP?💡 Stay alert and in the know - Set up tailored personal alerts in addition to automatic process emails to keep up to date with what is important to you. Every system is set up to send emails at certain trigger points within the process, however there can be times when you would like to be informed outside of that process. You can easily control this yourself by setting up some alerts in the system.WHAT IS THE TIP? Saved Search Alerts Candidate Alerts Job Alerts Process Emails (Configuration Required)