Addresses
Any record in itris can have one or multiple addresses assigned to it.
Assignees
Assignees 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, …
Attachments
Attachments are an integral part of any database software, particularly in recruitment as for the majority job descriptions and …
Batching Search Results
When you have a large number of recipients you wish to email from your search, you can split the results out into a number of …
Bulk Emailing
Sending emails in bulk is crucial time-saving functionality. The ability to bulk email from searches or record groups gives you …
Calendar
Your itris Calendar will display your calls and appointments to help you stay organised. If you have permission to you can also …
Comments
Comments can be created across all of the main record types and are a useful tool for tracking communication. Additionally, …
Compliance | Auto-Generated Compliance
Use Auto-Generated Compliance to automatically apply compliance requirements to jobs based on Charge Type, Job Function, Industry …
Compliance | Compliance Templates
Compliance templates allow you to create pre-packaged templates of compliance which can be easily applied to a job or placement's …
Compliance | Jobs & Placements
Adding compliance to jobs allows you to monitor an applicant's compliance status as they progress through the submission stages of …
Compliance Introduction
Compliance in itris provides the ability to ensure that applicants put forward for jobs, placed or extended, meet the legislative …
Compliance Management
Compliance Management provides a central area to check on the compliance status of all applicant submissions to jobs (on which …
Converting & Focused Searches
Converting means taking a list of one type and turning it into another. This is available in areas such as searches, reports, job …
Currency Assignment
The ability to assign different currencies to jobs, placements, employment and work history is particularly useful if you are …
Dashboard | Active Business Intelligence
Within the Dashboard are the Active Business Intelligence widgets that will display data currently relevant in terms of pipeline. …
Data | Global Rates
Global Rates are predefined Rates that can be applied to Jobs and Placements, and can be updated en masse. They remove the need to …
Daxtra CV Parsing
itris 9 uses Daxtra CV Parsing to populate many of the applicant record fields at creation, saving you time from manual entry.
Employment
The employment information on an applicant record is a log of all of the places that they have worked, with information such as …
Grid Columns
Throughout itris you will see data displayed in grids and you have the ability to both change which columns are displayed and …
Group Radars
Match recently created applicant records to your applicant record groups.
itris Shortcuts
To aid in navigation around itris 9 we have a number of keyboard shortcuts that you can use.
Job Activity
The Job Activity board is a quick and easy way to manage applicants through the submission process. It will show you all the …
Keyword Assignment
Keywords are used simply to identify records, for example, you may use keywords to note specific skills, attributes or …
Live Jobs
Live jobs is a quick reference list of all live jobs. It shows details about the jobs such as job title, company, contact and …
Location Assignment
Locations are primarily used as a way of setting applicant working preferences at specific locations. Additionally, addresses can …
Multiple Applicant Placements
In high-volume recruitment where you need to place multiple applicants into a single job, you can save time by using the Multiple …
Multiple CV Submission
Often 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 …
New Appointments
Appointments in itris can be Calls, Meetings or just General appointments such as annual leave.
Personal Email Templates
Email templates are a great time-saver, particular for emails such as, interview confirmations that are sent regularly. In …
Quick Comments
The Quick Comments functionality allows you to add a comment to a record within two clicks, by selecting Quick Comment in the …
Quick Placements
In fast-moving recruitment, speed is key. The ability to quickly place an applicant into a role without first creating the job …
Rates
A Rate is the pay and charge (fee) information applied to Jobs and Placements.
Record Find Control
The Record Find control is used in scenarios where you wish to find and navigate to one record (applicant, company, contact, job …
Record Groups
Record Groups is an excellent tool for organising your records. They are a collection of records of the same record type and can …
Record Hubs
Each of the main record types (applicant, company, contact, job and placement) have a record hub.
Scheduled Calls
As 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 Templates
Templates save the search criteria that has been entered to be used again in a future search. These templates will undoubtedly …
Shifts
A shift is simply a time from and to that the worker is or will be working.
Sidebar
The Sidebar shows you your Agenda, Notifications and Calls to help you be organised.
Statistics | Applicant & Contact
The Applicant and Contact statistics tabs gives an overview of recruitment activity against the individual record, including …
Submission Warnings
Submission warnings exist to warn or prevent a user from carrying out an embarrassing or damaging action at various levels of …
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 …
User Selection Control
Throughout itris are places where you are required to select one or more users to complete an action. For example, in report …
Using Email Templates
In itris you can create both personal and global email templates. Once created you can then select one of these templates when …
Word Templates
Word Templates are a great time saver, particularly for letters such as placement confirmations that are sent regularly. …
