Configure your account, create organizations, users, and templates and customize other software settings.
Some settings are common, for the whole software, and some are specific to each software module (Recruiting, Onboarding, Staff, Engagement, and Accounting).
General settings
Members
The administrator can add users, and collaborators, and define their access levels.
Organizations
You can add and manage more than one organization, or local office. Each one will have a separate workspace profile.
Messages
Create different automatic message templates that are sent to candidates and employees.
Tasks types
Configure task types.
Documents types
Configure document types.
Recruiting specific settings
Recruiting pipeline
Configure your recruiting pipeline stages. You can manage the default one or add custom stages. With custom pipelines, you can create the perfect process for your company.
Candidate Rating templates
Create candidate rating templates to easily rate and gather feedback from the hiring team.
Onboarding specific settings
Onboarding pipeline
Configure your onboarding pipeline stages. The stages are time-related. With custom pipelines, you can create the perfect process for your company.
Offboarding pipeline
Configure your offboarding pipeline stages. The stages are time-related. With custom pipelines, you can create the perfect process for your company.
Employee performance templates
Create performance rating templates to easily rate and gather feedback from the team.
Staff specific settings
Holidays
Set up official holidays and non-working days.
Absence types
Set up absence types.
Accounting specific settings
Payment types
Set up income and expense types.
Offboarding pipeline
Configure your offboarding pipeline stages.
Employee performance templates
Create performance rating templates to easily rate and gather feedback from the team.