Knowledge Base

Applicant Table

• How do I create a Sorting Condition for my external application form?
• How do I perform actions on applicants?
• What are Filters and how can I use them?
• What are the Labels under the Status column and what does each one mean?
• Where can I view an applicant's information? (Applicant Profile)

Workflow Editor

• Data Collection Form
• Document Signing
• How do I add, clone, and delete Stages?
• How do I set up a Rule Stage based on Lessonly status or score?
• How do I use Rule Stages?
• Idle Days & Follow Up Messages

See all 8 articles

Messaging

• How can I best communicate with applicants via SMS? (Messenger)
• How do I send one-off, custom (email or SMS) messages to applicants?
• How do I use Message Templates?
• Message Delivery - Email, SMS, Unsubscribe
• What are Merge Keys and how can I use them?
• What are some examples of Message Templates that I can use?

Jobs Menu

• What is a Position? How do I add a Position?
• What is a Location? How do I add a Location?
• What are Location Groups? How do I add a Location Group?
• What is an Opening? How do I add an Opening?

Posthire

• How do I set up a Recurring Background Check?
• How do I set up a Recurring Data Collection Check?
• Worker Table

Reports

• Scheduled Exports
• Applicant Data Export
• Custom Exports
• Timestamped Exports

Scheduling

• How do I add a Time-Blocked Calendar?
• How do I add availability to the Calendar?

Settings

• How do I add a Rejection Reason?
• How do I add an On Hold Reason?
• How do I add and apply a Brand to my position?
• How do I start using Scorecards?
• How do I use Data Validation?
• What are the different types of User Permissions?

See all 7 articles