Access GroupsUse Access Groups to keep your data segregated, making certain records inaccessible to those who should not see them.Accessing the itris Management Utility (IMU)The itris Management Utility (IMU) is where various itris settings can be configured and managed.AddressesAny record in itris can have one or multiple addresses assigned to it.AgenciesAgency records are itris company records with the Company Type set as Agency.Agent TasksThe agent tasks are automated itris 9 tasks which will run in the background while you work.Applicant Inbox & Update UtilityThe Applicant Inbox works in conjunction with the itris API and your website for Applicant Registration and Job Applications. It …Applicant RecordApplicants are a key resource for any recruiter, and recording and maintaining accurate data is of great benefit, for example, …Applicant Record | Work PreferencesWork Preferences on an applicant record reflects the details of the type of Role, Salary, Work Capacity (e.g. full or part time), …Applicant SearchingFinding the right applicants quickly may be an essential part of your role, and there is an abundance of applicant search criteria …AssigneesAssignees can be used on all five main record types and are used to associate a user or users with a record as either an Owner, …AttachmentsAttachments are an integral part of any database software, particularly in recruitment as for the majority job descriptions and …Batching Search ResultsWhen you have a large number of recipients you wish to email from your search, you can split the results out into a number of …Broadbean Job PostingThe Broadbean Job Posting integration allows you to post your jobs through Broadbean and manage them once posted, thereby creating …Bulk ActionsBulk actions aids in efficiency by allowing the update (add/remove/replace) of Access Groups, Assignees, Comments, Keywords and …Bulk EmailingSending emails in bulk is crucial time-saving functionality. The ability to bulk email from searches or record groups gives you …CalendarYour itris Calendar will display your calls and appointments to help you stay organised. If you have permission to you can also …CommentsComments can be created across all of the main record types and are a useful tool for tracking communication. Additionally, …Comments ReportComment reporting can help you follow up on workflow, track progress, and review the quality of comments being added.Communication AssignmentCommunication is a feature accessible on applicant, company and contact records that is used to list all possible methods of …Community HubThe Community Hub is a great area within itris where you can collaborate with your colleagues on a professional or social level. …Company & Contact | Job & Placement TabsOn each Company and Contact record you will find Job and Placement tabs that give a quick overview and key details of each …Company Department AssignmentCompany Departments allow you to assign contacts to their relevant teams/sections within the company they work for. Almost every …Company RecordCompanies are crucial for any recruiter, and recording and maintaining accurate data is of great benefit. Such data could be used …Company SearchingCompany records can be search using a number of different criteria, whether that's searching companies by Industry for a targeted …Company Terms, Fees & RebatesTerms of business are commonplace in any business relationship, and the recruitment industry is no exception. Generally, every …Compliance | Auto-Generated ComplianceUse Auto-Generated Compliance to automatically apply compliance requirements to jobs based on Charge Type, Job Function, Industry …Compliance | Compliance TemplatesCompliance templates allow you to create pre-packaged templates of compliance which can be easily applied to a job or placement's …Compliance | Jobs & PlacementsAdding compliance to jobs allows you to monitor an applicant's compliance status as they progress through the submission stages of …Compliance IntroductionCompliance in itris provides the ability to ensure that applicants put forward for jobs, placed or extended, meet the legislative …Compliance ManagementCompliance Management provides a central area to check on the compliance status of all applicant submissions to jobs (on which …Contact RecordContacts are fundamental for all recruiters, and recording and maintaining accurate data is of great benefit, for example in …Contact SearchingThere is a plethora of criteria available for searching contacts, including finding those you’ve not spoken to in a while, by the …Converting & Focused SearchesConverting means taking a list of one type and turning it into another. This is available in areas such as searches, reports, job …Currency AssignmentThe ability to assign different currencies to jobs, placements, employment and work history is particularly useful if you are …Custom Field AssignmentCustom Fields are fields created by your organisation to record data that meets your business requirements and workflow. As they …Custom Field SearchingSearch records using Custom Field criteria to identify records simply where that custom field is assigned or not, by the value of …CV Marketing HubThe CV marketing hub is a great business development tool. It provides the facility to market applicants to contacts that work for …CV Submissions ReportUsing the CV Submissions report you can achieve an overview and understanding of which stage submitted applicants have reached.CVs | Original & FormattedOriginal CVs and Formatted CVs are tabs that will display the extracted text content from the Applicant's CV.Dashboard | Active Business IntelligenceWithin the Dashboard are the Active Business Intelligence widgets that will display data currently relevant in terms of pipeline. …Data | CommunicationsCreate different communication types used for telephone numbers, email addresses and web addresses that you might want within your …Data | CurrenciesManage your multiple currencies and set conversion rates. This functionality is particularly useful if you are recruiting across …Data | Custom FieldsCreate and Manage Custom fields which are simply fields defined by you as an organisation to hold pieces of data of use to your …Data | GeoLocationsThe GeoLocations feature allows you to run accurate postal code radius searching, enabling you to search for records within x …Data | Global RatesGlobal Rates are predefined Rates that can be applied to Jobs and Placements, and can be updated en masse. They remove the need to …Data | IndustriesCreate and manage Industries and Business Types which are functionality for grouping companies based on their business activities.Data | KeywordsKeywords are effectively customisable tags which can be applied to records. Keywords are often used to note specific skills or …Data | List ItemsList items are the drop-down values you will find across the records in itris, and for each, you have new, edit and archive …Data | LocationsLocations are a way of setting where applicants' work location preferences are. Additionally, addresses can be assigned a …Data | MediaMedia’s are used to record where an applicant has come from. Media's can be assigned at any point from creation to the submission …Data Access GroupsData Access Groups (DAGs) provide restrictions to Custom Fields and Attachments so that only users with the relevant access can …Data ExportsBeing able to view detailed information within itris is important, however, having the ability to export data into a printable and …Daxtra CV Parsingitris 9 uses Daxtra CV Parsing to populate many of the applicant record fields at creation, saving you time from manual entry.Document Check OutIf you are in the middle of editing a CV or Word template, itris 9 will mark the document as 'checked out'. This effectively locks …Emailitris 9 integrates with your Outlook so you can manage your emails all from within itris and without having to flick between …EmploymentThe employment information on an applicant record is a log of all of the places that they have worked, with information such as …Extending PlacementsThere may be occasions where you wish to extend an interval charge (contract or temporary) placement. You might decide to just …Feedback | Interviews & Placementsitris allows you to record feedback for both interviews (any stage) and placements (all work types).Financial ExportsExport itris placement payroll and accounting information.Finishers ReportThe Finishers Report shows contract and temporary placements by end date. This report can be used to identify placements that that …Full Text (Boolean) SearchingBoolean text searches are simply text searches that allow you to include operators between certain words and phrases to provide a …Getting Started with New UsersCongratulations on your new starter(s)! This step by step guide will help you with getting them set up for their first day, from …Getting Started with New Users (legacy)Congratulations on your new starter(s)! This step by step guide will help you with getting them set up for their first day, from …Grid ColumnsThroughout itris you will see data displayed in grids and you have the ability to both change which columns are displayed and …Group RadarsMatch recently created applicant records to your applicant record groups.Income ReportThe Income Report provides financial totals for itris Placements and Retained Jobs Charges, from either a User or Team perspective …IndustriesIndustries and Business Types are groupings to indicate business activities. They can be applied to companies and applicant work …Integrations | APIAn API (Application Programming Interface) is software that allows different (3rd party) applications to talk to each other and …Integrations | BroadbeanConfigure the Integration between itris and Broadbean that allows users to post itris jobs through Broadbean’s job posting …Integrations | Custom IntegrationsCustom Integrations allows you to share (post) itris records directly to a 3rd party system using their API (an Application …Integrations | Ked.ioKed.io is a digital Compliance Screening platform that streamlines and digitises the verification processes. The integration …Integrations | LogicMelonConfigure the Integration between itris and LogicMelon that allows users to post itris jobs through LogicMelon’s job posting …Integrations | OpenAISet the API details required for creating AI generated applicant summaries.Integrations | SMSSet up and manage the SMS Plugin integration with FireText.Integrations | SourceWhaleSend itris records to SourceWhale to be included in Campaigns, and use the SourceWhale Chrome extension to add records to itris …Integrations | WebhooksWebhooks allows itris to talk to the endpoints of 3rd party applications after a triggering event occurs in itris.Interviews ReportThe Interviews report allows you to pull interview information from the system and understand which stage the applicants are at, …itris Id PortalAn itris Id is required to access an itris database, which is set up and managed via the itris Id Portal.itris Launcher | Log initris is designed to be launched by the itris Launcher and not run directly. The itris launcher opens the login box that you will …itris Launcher | Log in (legacy)itris is designed to be launched by the itris Launcher and not run directly. The itris launcher opens the login box that you will …itris Preferencesitris preferences is where you can customise many aspects of how your itris displays or functions such as; linking your Outlook …itris ShortcutsTo aid in navigation around itris 9 we have a number of keyboard shortcuts that you can use.itris Suggestions FormWe value all feedback and suggestions we receive from our clients which helps us as we continue to develop and innovate itris 9. …Job ActivityThe Job Activity board is a quick and easy way to manage applicants through the submission process. It will show you all the …Job DescriptionsThe Job Descriptions tab can display both the text of the job description (which is searchable) and any attached job specs.Job RecordJobs are a central part of the recruitment workflow, and recording and maintaining accurate data is of great benefit and will help …Job SearchingIt may be necessary for you to search for jobs within the database and itris enables you to perform a job search on a variety of …Job Statistics ReportJobs Statistic allows you to report on jobs and submissions against these jobs to determine the activity that has taken place. …Keyword AssignmentKeywords are used simply to identify records, for example, you may use keywords to note specific skills, attributes or …Keyword SearchingSearching for records by Keywords makes searching quicker and more efficient. The ability to combine search techniques means your …Knowledgebase GuideThe Knowledgebase is the Hub for Digital Learning with a plethora of learning resources available at your fingers tips, whether …Linking Applicant & ContactIf an applicant you are working with is also a contact at one of your clients, whether they were an applicant or contact first, …Live JobsLive jobs is a quick reference list of all live jobs. It shows details about the jobs such as job title, company, contact and …Live PlacementsLive Placements shows upcoming and current Placements. With options to Extend, End Early and Close placements from this area it …Location & GeoLocation SearchingMany searches may require you to include location criteria to narrow down your results. This might be to find relevant applicants …Location AssignmentLocations are primarily used as a way of setting applicant working preferences at specific locations. Additionally, addresses can …LogicMelon Job PostingThe LogicMelon Job Posting integration allows you to post your jobs through LogicMelon and manage them once posted, thereby …Managing Saved SearchesHaving the ability to perform quick, detailed and complex searches is very important to ensure your productivity is effective, so …Managing Search ResultsPerforming quick, detailed and complex searches is important to your workflow and the ability to manage them efficiently will …Marketing Preferences (Consent)Marketing Preferences relate to applicant, company and contact records and whether they wish to receive mass communications from …Merge FieldsMerge fields are fields you can add into email and Word templates, which pull through the associated value from records in itris.Moving ContactsIf you have a contact that moves from one of your clients to another, itris 9 can record their movement history and link the …Multiple Applicant PlacementsIn high-volume recruitment where you need to place multiple applicants into a single job, you can save time by using the Multiple …Multiple CV SubmissionOften you will want to be able to send multiple CVs to one contact, in itris 9 you have the ability to do this in bulk from either …NavigationThe Navigation video is an invaluable resource to get started with as it gets you familiar with itris layout and available …New ApplicantThe applicant is a key resource for any recruiter. Recording complete and accurate data on your applicants will be of great …New AppointmentsAppointments in itris can be Calls, Meetings or just General appointments such as annual leave.New CompanyCompany records are a central part of itris. Creating accurate and complete records is essential for getting the most out of the …New ContactContacts are fundamental for all recruiters, and recording and maintaining accurate data is of great benefit, for example in …New Email FormIn today's business world one of the most common forms of communication is email. By using itris to send emails to your applicant, …New JobCreating Jobs is essential if you want to record any steps in the recruitment workflow from application to placement. Tracking …New PlacementYou are going to want to track your placements in itris so you can monitor your starters and finishers, rebate periods, applicant …New Records HubThe New Records Hub is a one-stop-shop for starting the creation of New Records and viewing those currently in the process of …Offers ReportReporting on offers affords you various insights into your data including outstanding actions that need to be completed such as …Organisation ChartA Company's organisation chart can be a powerful tool as it can give you an insight into your clients' structure, including the …Personal Email TemplatesEmail templates are a great time-saver, particular for emails such as, interview confirmations that are sent regularly. In …Placement RebatesPlacements don't always work out, and sometimes, no matter how perfect you feel the applicant might have been for a role they may …Placement RecordPlacements are a key end part of the recruitment workflow. Recording and maintaining accurate data is of great benefit and will …Placement Record | Timesheets & ExpensesPlacement records can be enabled to manage timesheet and expenses data on them, allowing for flexibility in timesheet management …Placement SearchingYou have an array of criteria available for Placement searching to help you find the required placements, including searching by …Posting to IntegrationsPosting to Integrations allows you to share (post) itris records directly to a 3rd party application, for example, to instantly …PowerboardsThe itris Powerboards display real-time information and performance data from itris in visual formats on screens around your …Quick CommentsThe Quick Comments functionality allows you to add a comment to a record within two clicks, by selecting Quick Comment in the …Quick PlacementsIn fast-moving recruitment, speed is key. The ability to quickly place an applicant into a role without first creating the job …RatesA Rate is the pay and charge (fee) information applied to Jobs and Placements.Record CardsRecord cards are a snapshot of a record, displaying basic data of the record in a clear, visual manner. They are available on all …Record Find ControlThe Record Find control is used in scenarios where you wish to find and navigate to one record (applicant, company, contact, job …Record GroupsRecord Groups is an excellent tool for organising your records. They are a collection of records of the same record type and can …Record HubsEach of the main record types (applicant, company, contact, job and placement) have a record hub.Record SharingIn collaborative workplaces, the ability to quickly share a record with a colleague is invaluable. With the Record Sharing …ReferencesCollecting references on your applicants, whether as part of your internal process or on behalf of a client, is not only a way to …References ReportThe references report provides the facility for recruiters to obtain a list of their outstanding references to pursue. …RelationshipsRelationships are a great way of recording how one person knows another person in the database. For example, an applicant may know …RestrictionsIt may become necessary to impose a restriction on an applicant to stop them from being sent to or placed with a particular …Retained RecruitmentRetained job functionality allows you to manage the staged payments for Retained jobs such as retainer, shortlist and placement.Scheduled CallsAs a recruiter you will spend a lot of your time on the phone, scheduled calls helps you organise that time by providing you with …Search TemplatesTemplates save the search criteria that has been entered to be used again in a future search. These templates will undoubtedly …Searching IntroductionUnderstanding and utilising search functionality to its fullest gives you the ability to perform quick, detailed and complex …Settings | General SettingsConfigure and manage various settings impacting itris functionality, including emails, terms and compliance, in General Settings.Settings | General Settings (legacy)Configure and manage various settings impacting itris functionality, including emails, terms and compliance, in General Settings.Settings | Mandatory DataThe Mandatory Data feature allows you to ensure the quality of your data by stipulating what information is important to have at …ShiftsA shift is simply a time from and to that the worker is or will be working.SidebarThe Sidebar shows you your Agenda, Notifications and Calls to help you be organised.Sources AssignmentSources are a great way to log where your applicants have come from. Your sources might be professional networks such as LinkedIn, …Sources ReportReporting is highly advantageous when it comes to businesses being able to pull information from their system. Reports can provide …Split FeesIn recruitment, the placement of an applicant is occasionally down to more than one person which may result in a split of the fee …Starters ReportHaving a list of applicants due to start is an important list to work through to ensure all new starters are ready for their new …Statistics | Applicant & ContactThe Applicant and Contact statistics tabs gives an overview of recruitment activity against the individual record, including …Submission WarningsSubmission warnings exist to warn or prevent a user from carrying out an embarrassing or damaging action at various levels of …Submissions AreaOne of the key workflows for a recruiter is the submissions process. The submissions area appears on every record type with the …Submissions Status ReportUse the Submissions Status Report to generate summaries of submission activity by Applicant, Company or Job.SummaryThe summary area is a blank canvas where you can start making notes about the applicant, company, contact, job and placement.System | itris Updates & Installersitris regularly introduces new and improved features, and to gain access to these you will need to update.System | itris Updates & Installers (legacy)itris regularly introduces new and improved features, and to gain access to these you will need to update.System | LicencesLicenses shows you all of the licences (both active and expired) you currently have installed on your database.System | System UsersSystem users are not physical users of the system, they need to be created for certain tasks to run in the background of itris.Templates | Email Templates (Global)Global Email Templates are an efficient way to work with regularly sent emails, and provide an opportunity to set branding and …Timesheets & Expenses IntroductionAdding timesheet and expense data against placements not only allows you to export that data for payroll purposes, it will also …Timesheets Hub & ReportThe Timesheets Hub and Report is a centralised area in which all workers for whom you are expecting a timesheet are listed for …Trading EntitiesIf you are placing contract and temporary staff who may be working for you through their own business (e.g. Ltd Company, LLP, …Umbrella CompaniesUmbrella companies can be linked to interval charge placement records to show the applicants Employment Type in relation to that …User Management | Data Access GroupsCreate and Manage Data Access Groups (DAGs) which allow you to restrict access to Custom Fields and Attachments.User Management | PermissionsPermissions are set on a per-user basis, allowing for flexibility between the user's roles.User Management | Teams & GroupsTeams, User Groups and Access Groups are a way of organising your users and can help in areas such as reports, user selection and …User Management | UsersUser management is where you can create and manage the user accounts for your itris database.User Management | Users (legacy)User management is where you can create and manage the user accounts for your itris database.User Selection ControlThroughout itris are places where you are required to select one or more users to complete an action. For example, in report …User Statistics ReportWith over 60 areas of itris that you can report on, User Statistics is the report to keep a close eye on as it will give you an …Using Email TemplatesIn itris you can create both personal and global email templates. Once created you can then select one of these templates when …Using SMSEffective communication with applicants and contacts is key and using the SMS plugin can be invaluable to this. These days people …Utilities | Email NotificationsEmail Notifications allow users to set up a notification to send emails to selected recipients when Placements, Jobs or Company …Utilities | SMTP DetailsSMTP details are required for sending Email Notifications.Word TemplatesWord Templates are a great time saver, particularly for formatted CV templates and letters such as placement confirmations that …
