Tips & Tricks

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

 WHAT IS THE TIP?💡 When working on the Oleeo ATS, it’s often the case that you need to complete simultaneous tasks or that an urgent task requires you to momentarily move away from what you’re currently working on. In these instances, knowing some nifty tips and tricks around browser tab management can come in super handy. This tip will guide you on how to duplicate tabs, reopen closed tabs, and manage multiple environments without interruptions. WHAT IS THE TIP? Duplicate Tabs for Quick Navigation Reopen Closed Tabs to Retrieve Lost Information Work Smarte

WHAT IS THE TIP?💡 Did you know that you can bring statuses together under different groupings to reflect your process stages? You can do this for item values too!You can build status group sets for your application or vacancy statuses and rollup lists for your item values - which you can use throughout the system. For example, are you struggling to tell the right story with your reports? Do you find it hard to see what the data is telling you? Would you like to speed up creating your Talent Engagement (Engage) articles?WHAT IS THE TIP? Create Clearer Reports Time in Stage Reporting Talent Engagement

WHAT IS THE TIP?💡 Did you know that the Selections tool can be used to create lists (or buckets) of applications, opportunities or events of your choosing?WHAT IS THE TIP? Allocating applications to screen Taking ownership of opportunities and events to manage Tracking high potential or diverse candidates Tracking my referrals

 WHAT IS THE TIP?💡 Did you know that the data dictionary allows you to report on information within your system? By adding your data fields to the dictionaries, you can then view this information in layouts and reports. If you want to add an existing data item to a table layout or a report but it does not show, you may simply need to request for it to be added to the relevant Data Dictionary. An item that cannot be found when trying to add it to a table layout In this example, the item Diversity - Gender from the candidate application form cannot be found when attempting to add it to a table layout or a report: 

WHAT IS THE TIP?💡 Did you know that you can use your public and private Saved Searches in reports? You can save countless minutes by creating a report using a saved search that has already been built.It can also work in reverse, you can create a Saved Search from a report’s population!WHAT IS THE TIP? CREATE A REPORT USING A SAVED SEARCH CREATE A SAVED SEARCH USING A REPORT BENEFITS CONSIDERATIONS  COSTS CREATE A REPORT USING A SAVED SEARCH💡 You can quickly fill in reporting populations using pre-existing Saved Searches 

WHAT IS THE TIP?Make your table layouts work for you with the following helpful tips on table layout personalisation. WHAT IS THE TIP? Layout selection Customise your layout ‘Add Field’ Reorder Sort data Rename columns Hide columns Icons / symbols

 WHAT IS THE TIP?💡 Did you know that you can utilise Oleeo’s ‘spreadsheet mode’ function in any results view, and update vacancies or applications in bulk?  Pencil and paper symbol to activate ‘spreadsheet mode.’ When spreadsheet mode is activated, items can be updated by simply selecting into the cell and adding the correct values. Add new information, or update existing fields quickly and without fuss - exactly as you would an Excel spreadsheet! Updating an item in ‘spreadsheet mode.’ NB: Items you wish to update in this mode must be marked as ‘bulk

WHAT IS THE TIP?Test the true candidate experience when changes have been made to forms or the candidate application portal by utilising the following tips:WHAT IS THE TIP? Log in as candidate Multiple testing accounts Quickly complete forms BENEFITS COSTS NEXT STEPS Log in as candidate💡 ‘Log in as Candidate’ to see how the changes that you have made, affect the candidate. When you make a change to the candidate forms or the application portal, it is best practice to test the candidate experience to ensure this has not been adversely impacted. Navigat

WHAT IS THE TIP?Streamline your recruitment administration by creating thoughtful searches that you can revisit time and time again. WHAT IS THE TIP? ‘OR’ searches Dynamic searches Saving iterations of a search Create an Alert Assign a Table Layout Search access privileges BENEFITS

 WHAT IS THE TIP?💡 Did you know that you can easily keep up to date with everything Oleeo by simply subscribing to the relevant channels on the Community Site? Areas you can subscribe to: News, Blogs & Announcements: which also include quarterly industry update articles, our newsletter, and posts on our customers successes. Tips & Tricks: Learn from other customers, and from Oleeo’s Tip Tuesday!Product Updates: Feature overviews of upcoming products, and the new home of our release notes. On the right hand side of each page, watch out for the following ‘Subscribe’ button. To select this would be to subscribe to that particular topic.  Subscribe button

 WHAT IS THE TIP?💡 Navigate directly to an application using the "a: [id number]" or "A: [id number]" prefix. If no results show, you know instantly that there is no match.(The search is no longer case sensitive and will work irrespective of a space after the colon) Example search using “a: [application id number]” 💡Navigate directly to an opportunity using the "v: [id number]" or "V: [id number]"prefix. If no results show, you know instantly that there is no match. (The search is no longer case sensitive and will work irrespective of a space after the colon) Example