Tips & Tricks

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)

WHAT IS THE TIP?💡 Finding the ROI of any recruitment campaign or job board posting has been made simple and easy with ad hoc source tracking, you can track the number of applications you are receiving from sources like our Indeed Apply, LinkedIn job posting, Multi-poster as well as custom advert URLs for manually posted sources.WHAT IS THE TIP? Ad

WHAT IS THE TIP?💡 Updating items in bulk is a game-changer for managing your data efficiently in Oleeo. Whether you're updating fields, forms, or multiple rows at once, bulk actions save time and ensure consistency.WHAT IS THE TIP? Spreadsheet Mode: Edit Like a Pro Bulk Update Fields: Apply Uniform Changes Bulk Form Updates: Simplify Data Entry Uploading Screening & Interview Feedback: Streamline Offline Reviews

WHAT IS THE TIP?💡 Utilise our many QR code functions when having a laptop open is way too much hassle. There are a number of QR code tools on the system that can help recruiters, interviewers and candidates to perform certain actions via a mobile device quickly and simply. These include:To advertise your vacancies/opportunities to candidates To confirm event attendees as attended for face to face events To access a candidate’s full application that appeared in your CV/Resume Print Book To confirm applicant attendance at face to face interview, testing or uniform fitting. WHAT IS THE TIP? Advertise your Vacancy/Opportunity with a QR code D

WHAT IS THE TIP?💡 Archiving is a great way to keep your system tidy and efficient.  This method ensures your system retains key data while keeping your active records manageable. WHAT IS THE TIP? How does it work?  Archive in Bulk or individually BENEFITS CONSIDERATIONS  COSTS NEXT STEPS ADDITIONAL INFORMATION:How does it work? 💡 Archiving is managed within the vacancy and automatically archives all associated applications. This approach means you don’t need to manually archive each application—savi

WHAT IS THE TIP?💡 Have you ever wondering where all of your hours go? Is it the candidate, hiring manager, recruiter or inefficiencies in your process that eats up all of your time.The Time in Stage reporting suite can help identify the areas of focus with actionable insights of where time is slipping away from you, by reporting how long your candidates are spending in each stage of your recruitment workflow.WHAT IS THE TIP? Setup different status groups to tell a story Compare the candidate experience for successful vs unsuccessful hires

As we count down to the new year, we want to wish you a fantastic start to 2025! 🎉Let’s make it a year filled with success, innovation, and plenty of helpful insights.Speaking of insights… we want to hear from YOU!👉 What kind of tips would you like to see in the community next year?More how-tos? Best practices from other customers? Hidden gems in the system? Anything else?Drop your suggestions in the comments below! Your feedback will help us make 2025’s Tip Tuesdays even better.Here’s to a happy, healthy, and productive new year from all of us at Oleeo! 🥂

WHAT IS THE TIP?💡 Pulling a Configuration Report from your Config environment is like creating a detailed map of your system’s setup. Whether you’re managing forms, processes, table layouts, or decision actions, these reports give you a clear, exportable view of your current configuration. It’s a must-have for keeping track of where things are, what’s happening, and what needs changing.WHAT IS THE TIP? How to Pull a Configuration Report Forms: Know What’s Happening Processes: Follow the Flow Table Layouts, Autoscores & Decision Actions: Stay in Control

WHAT IS THE TIP? 💡 Vacancy Multi-forms are here to simplify your vacancy or event creation process. This feature allows you to split your forms into manageable sections, making collaboration seamless and ensuring each piece of information is handled by the right person at the right time.WHAT IS THE TIP? Break It Down, Build It Better Clarity BENEFITS CONSIDERATIONS COSTS NEXT STEPS

WHAT IS THE TIP?💡 Protect candidate information from prying eyes by making your system generated iCals private.WHAT IS THE TIP? Default your iCals to private meetings BENEFITS CONSIDERATIONS  COSTS NEXT STEPS ADDITIONAL INFORMATION: Default your iCals to private meetings💡 You can set up the system so that any iCal that is sent automatically to recruiters, interviewers or co-ordinators is set as a private meeting by default. This means that when a candidate books onto a slot and the calendar invi

 WHAT IS THE TIP?💡Hold onto your hats folks, you may want to sit down for this.Effortlessly track bounced emails to ensure timely and reliable communication with all recipients. WHAT IS THE TIP? New Datapaths Create a Global Table Layout  Dashboard Widgets  Saved Search Alerts  BENEFITS CONSIDERATIONS  COSTS NEXT STEPS ADDITIONAL INFORMATION: New Datapaths💡 First, you will need to add the followin

WHAT IS THE TIP?💡 Keep your user list up to date and secure by setting an inactivity period after which users are automatically deactivated. WHAT IS THE TIP? How it works BENEFITS CONSIDERATIONS  COSTS NEXT STEPS ADDITIONAL INFORMATION: How it works💡 By default, ATS users retain uninterrupted access until they are manually deactivated. To deactivate users automatically after a specified number of inactive days, a configuration value can be enabled, with a defined number of days of inactivity. 🔧 Use case: Team members are required to

WHAT ARE THE TIPS?💡 Here are our top 10 things that you wish you knew but were afraid to ask.WHAT ARE THE TIPS? 1 - Widget layout templates for Report Hub 2 - Maximise your view 3 - Naming convention for stats reports 4 - Hiding the tooltip for sensitive data 5 - Toggling the chart

WHAT IS THE TIP?💡 Searching is now easier! Use shortcuts for quick, numeric searches. Need to find a specific skill across an entire candidate application? Try our full-text search shortcut.WHAT IS THE TIP? But First… Some Information…  Numerical Wildcard Searching Navigate Directly to an Application Navigate Directly to a Vacancy Full Text Searching

WHAT IS THE TIP?💡 Did you know that the ‘+’ symbol could open up your email address to a world of possibilities? That’s right, adding ‘+’ and some additional text between your email prefix and the ‘@’ symbol will create a ‘new email’ as far as our system is concerned, but all emails will be directed to your actual inbox!WHAT IS THE TIP? Create a Proxy Email Address for Testing BONUS TESTING TIPS! BENEFITS CONSIDERATIONS  NEXT STEPS

WHAT IS THE TIP?💡 When you are just viewing a form within an applicant record, the best way to close the form, is to click the ‘Close’ button.WHAT IS THE TIP? BENEFITS CONSIDERATIONS  COSTS NEXT STEPS💡 Closing a form? Sounds simple right?Using the ‘Close’ button is a good habit to get into as some forms create multiple versions of the same form. For example, when multiple screeners or interviewers provide individual feedback, properly closing the form ensures that you don’t accidentally create a blank version. This prevents issues with capturing additional user feedback or data.We are all guilty of navigating away from an open form or opening another form and leaving the orig

WHAT IS THE TIP?💡If you’ve ever found yourself re-adding column filters after leaving a screen or going back from a result, then this tip is going to be a game changer. You can now ensure your table layout filters stay on across sessions and searches - no more starting from scratch!WHAT IS THE TIP? How to Use Column Filters The Time-Saving Development: Filters That Stick! BENEFITS CONSIDERATIONS  COSTS

WHAT IS THE TIP?💡 Posting vacancies can be time consuming - especially when you’re managing high-volume recruitment and juggling multiple live roles. Every click matters, right? That’s why this week’s tip is a config quick win: Did you know you can automatically post and unpost a vacancy using a process button in the opportunity? With this setup, you can reduce 15+ clicks down to just one! No more navigating through multiple tabs and manually setting up postings - let’s get those roles live faster.WHAT IS THE TIP? Speed Up Vacancy Postings – Here’s How!

WHAT IS THE TIP?💡 Oleeo’s Printbook feature is as well loved as your favourite comfy pair of slippers! But do you ever wish you could screen and compare candidate applications, forms and CV’s (resumes), directly in the system from the same screen - without having to open extra documents or pop-ups? Well, you easily can with ‘View CV Alongside’! WHAT IS THE TIP? Screening applications using View CV Alongside BENEFITS COSTS NEXT STEPS Screening applications using View CV Alongside💡 This tool makes screening applications quick and simple by giving users acc

WHAT IS THE TIP?💡 Got a long list of applications, candidates, events, or talent pool vacancies to review? Use the scroll arrows to easily navigate between records without needing to go back and forth!WHAT IS THE TIP? Scroll Arrows - How to Use Them BENEFITS CONSIDERATIONS  COSTS Scroll Arrows - How to Use Them💡 These magic arrows often fly under the radar but can save you loads of time when reviewing multiple records. Here’s how to use them:Run a search for the records you want to review. Click into the top result - this will open the individual record. Once the record is open,

WHAT IS THE TIP?💡 Ensuring certain fields are mandatory is a great way to streamline your recruitment process and ensure you’re capturing critical information at every step. In Oleeo, there are three ways to make fields mandatory, all of which are available with Level 1 configuration access.This quick win config tip will show you the steps you need, plus some handy use cases for when to apply these settings!WHAT IS THE TIP? The Classic Approach: Setting Fields Mandatory in Form Editor The Quick Fix: The Red Star Shortcut The Hardcoded Option: Application Items Setting BENEFITS

WHAT IS THE TIP?💡 When it comes to reporting, it’s not just about numbers - it's about telling a story with your data. Oleeo’s "View All Reports" or "Standard Reports" functionality allows you to create pivot tables, providing a great first step in building visually appealing reports in Report Hub or for quick, insightful data analysis.Let’s dive into the essential tools and features that will help you craft meaningful reports, keep them organised, and guide you in telling the story you want to share! WHAT IS THE TIP? Demystifying Population and Axis Rollup Lists: Simplifying Complex Data

WHAT IS THE TIP?💡 This tip shows you how to ensure your Oleeo links stay functional and frustration-free by bookmarking the right URLs.WHAT IS THE TIP? Keep Your Oleeo Links Working: How to Avoid Broken Bookmarks BENEFITS COSTS Keep Your Oleeo Links Working: How to Avoid Broken Bookmarks💡 Have you ever bookmarked or favourited an Oleeo ATS link, only to find it doesn’t work later on? This can be frustrating, but it’s easily avoidable with the right approach.When you log into Oleeo, your URL might look something like this in the live environment: Live Environment:

WHAT IS THE TIP?💡 Managing your "Push to Live" process should be both smooth and efficient. Changes are made in the Config environment, thoroughly tested, and then pushed to Live. To keep everyone in the loop, we add locks on the system for each change being made.Since we handle the system as a whole rather than in individual parts, it’s super important to make sure those locks are added and signed off before the push. The Oleeo QC team then takes care of the push itself, ensuring everything goes smoothly. Here are some handy tips to help you manage this process like a pro!WHAT IS THE TIP? Schedule Your Pushes – Save Time and Stay in Control Sprint Systems – Perfect for Busy Periods