Addresses
Any record in itris can have one or multiple addresses assigned to it.
Agencies
Agency records are itris company records with the Company Type set as Agency.
Applicant Record
Applicants are a key resource for any recruiter, and recording and maintaining accurate data is of great benefit, for example, …
Applicant Record | Work Preferences
Work Preferences on an applicant record reflect the details of the type of role the applicant wants and the locations they are …
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 …
Communication Assignment
Communication is a feature accessible on applicant, company and contact records that is used to list all possible methods of …
Company & Contact | Job & Placement Tabs
On each Company and Contact record you will find Job and Placement tabs that give a quick overview and key details of each …
Company Department Assignment
Company Departments allow you to assign contacts to their relevant teams/sections within the company they work for. Almost every …
Company Record
Companies are crucial for any recruiter, and recording and maintaining accurate data is of great benefit. Such data could be used …
Company Terms, Fees & Rebates
Terms of business are commonplace in any business relationship, and the recruitment industry is no exception. Generally, every …
Compliance | Jobs & Placements
Adding compliance to jobs allows you to monitor an applicant's compliance status as they progress through the submission stages of …
Contact Record
Contacts are fundamental for all recruiters, and recording and maintaining accurate data is of great benefit, for example in …
Currency Assignment
The ability to assign different currencies to jobs, placements, employment and work history is particularly useful if you are …
Custom Field Assignment
Custom Fields are fields created by your organisation to record data that meets your business requirements and workflow. As they …
CVs | Original & Formatted
Original CVs and Formatted CVs are tabs that will display the extracted text content from the Applicant's CV.
Document Check Out
If you are in the middle of editing a CV or Word template, itris 9 will mark the document as 'checked out'. This effectively locks …
Employment
The employment information on an applicant record is a log of all of the places that they have worked, with information such as …
Extending Placements
There may be occasions where you wish to extend an interval charge (contract or temporary) placement. You might decide to just …
Feedback | Interviews & Placements
itris allows you to record feedback for both interviews (any stage) and placements (all work types).
Industries
Industries and Business Types are groupings to indicate business activities. They can be applied to companies and applicant work …
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 …
Job Descriptions
The Job Descriptions tab can display both the text of the job description (which is searchable) and any attached job specs.
Job Record
Jobs are a central part of the recruitment workflow, and recording and maintaining accurate data is of great benefit and will help …
Keyword Assignment
Keywords are used simply to identify records, for example, you may use keywords to note specific skills, attributes or …
Linking Applicant & Contact
If an applicant you are working with is also a contact at one of your clients, whether they were an applicant or contact first, …
Location Assignment
Locations are primarily used as a way of setting applicant working preferences at specific locations. Additionally, addresses can …
Marketing Preferences (Consent)
Marketing Preferences relate to applicant, company and contact records and whether they wish to receive mass communications from …
Moving Contacts
If 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 Placements
In high-volume recruitment where you need to place multiple applicants into a single job, you can save time by using the Multiple …
New Applicant
The applicant is a key resource for any recruiter. Recording complete and accurate data on your applicants will be of great …
New Company
Company records are a central part of itris. Creating accurate and complete records is essential for getting the most out of the …
New Contact
New Job
Creating Jobs is essential if you want to record any steps in the recruitment workflow from application to placement. Tracking …
New Placement
You are going to want to track your placements in itris so you can monitor your starters and finishers, rebate periods, applicant …
New Records Hub
The New Records Hub is a one-stop-shop for starting the creation of New Records and viewing those currently in the process of …
Organisation Chart
A Company's organisation chart can be a powerful tool as it can give you an insight into your clients' structure, including the …
Placement Rebates
Placements don't always work out, and sometimes, no matter how perfect you feel the applicant might have been for a role they may …
Placement Record
Placements are a key end part of the recruitment workflow. Recording and maintaining accurate data is of great benefit and will …
Placement Record | Timesheets & Expenses
Placement records can be enabled to manage timesheet and expenses data on them, allowing for flexibility in timesheet management …
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.
References
Collecting references on your applicants, whether as part of your internal process or on behalf of a client, is not only a way to …
Relationships
Relationships are a great way of recording how one person knows another person in the database. For example, an applicant may know …
Restrictions
It may become necessary to impose a restriction on an applicant to stop them from being sent to or placed with a particular …
Retained Recruitment
Retained job functionality allows you to manage the staged payments for Retained jobs such as retainer, shortlist and placement.
Shifts
A shift is simply a time from and to that the worker is or will be working.
Sources Assignment
Sources are a great way to log where your applicants have come from. Your sources might be professional networks such as LinkedIn, …
Split Fees
In recruitment, the placement of an applicant is occasionally down to more than one person which may result in a split of the fee …
Statistics | Applicant & Contact
The Applicant and Contact statistics tabs gives an overview of recruitment activity against the individual record, including …
Submissions Area
One of the key workflows for a recruiter is the submissions process. The submissions area appears on every record type with the …
Summary
The summary area is a blank canvas where you can start making notes about the applicant, company, contact, job and placement.
Trading Entities
If you are placing contract and temporary staff who may be working for you through their own business (e.g. Ltd Company, LLP, …
Umbrella Companies
Umbrella companies can be linked to interval charge placement records to show the applicants Employment Type in relation to that …
