itris Id Portal

An itris Id is required to access an itris database, which is set up and managed via the itris Id Portal.

itris Launcher | Log in

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 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 …

Navigation

The Navigation video is an invaluable resource to get started with as it gets you familiar with itris layout and available …

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 …

Calendar

Your itris Calendar will display your calls and appointments to help you stay organised. If you have permission to you can also …

New Appointments

Appointments in itris can be Calls, Meetings or just General appointments such as annual leave.

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 …

Email

itris 9 integrates with your Outlook so you can manage your emails all from within itris and without having to flick between …

New Email Form

In today's business world one of the most common forms of communication is email. By using itris to send emails to your 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 …

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 …

Sidebar

The Sidebar shows you your Agenda, Notifications and Calls to help you be organised.

Record Hubs

Each of the main record types (applicant, company, contact, job and placement) have a record hub.

Record Cards

Record cards are a snapshot of a record, displaying basic data of the record in a clear, visual manner. They are available on all …

itris Suggestions Form

We value all feedback and suggestions we receive from our clients which helps us as we continue to develop and innovate itris 9. …

Knowledgebase Guide

The Knowledgebase is the Hub for Digital Learning with a plethora of learning resources available at your fingers tips, whether …

New Applicant

The applicant is a key resource for any recruiter. Recording complete and accurate data on your applicants will be of great …

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.

Keyword Assignment

Keywords are used simply to identify records, for example, you may use keywords to note specific skills, attributes or …

Custom Field Assignment

Custom Fields are fields created by your organisation to record data that meets your business requirements and workflow. As they …

Applicant Record

Applicants are a key resource for any recruiter, and recording and maintaining accurate data is of great benefit, for example, …

Addresses

Any record in itris can have one or multiple addresses assigned to it.

Location Assignment

Locations are primarily used as a way of setting applicant working preferences at specific locations. Additionally, addresses can …

Communication Assignment

Communication is a feature accessible on applicant, company and contact records that is used to list all possible methods of …

Sources Assignment

Sources are a great way to log where your applicants have come from. Your sources might be professional networks such as LinkedIn, …

Summary

The summary area is a blank canvas where you can start making notes about the applicant, company, contact, job and placement.

Applicant Record | Work Preferences

Work Preferences on an applicant record reflects the details of the type of Role, Salary, Work Capacity (e.g. full or part time), …

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 …

Comments

Comments can be created across all of the main record types and are a useful tool for tracking communication. Additionally, …

Attachments

Attachments are an integral part of any database software, particularly in recruitment as for the majority job descriptions and …

New Company

Company records are a central part of itris. Creating accurate and complete records is essential for getting the most out of the …

Company Record

Companies are crucial for any recruiter, and recording and maintaining accurate data is of great benefit. Such data could be used …

Industries

Industries and Business Types are groupings to indicate business activities. They can be applied to companies and applicant work …

Company Terms, Fees & Rebates

Terms of business are commonplace in any business relationship, and the recruitment industry is no exception. Generally, every …

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 …

New Contact

Contacts are fundamental for all recruiters, and recording and maintaining accurate data is of great benefit, for example in …

Contact Record

Contacts are fundamental for all recruiters, and recording and maintaining accurate data is of great benefit, for example in …

New Job

Creating Jobs is essential if you want to record any steps in the recruitment workflow from application to placement. Tracking …

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 …

Currency Assignment

The ability to assign different currencies to jobs, placements, employment and work history is particularly useful if you are …

Retained Recruitment

Retained job functionality allows you to manage the staged payments for Retained jobs such as retainer, shortlist and placement.

Broadbean Job Posting

The Broadbean Job Posting integration allows you to post your jobs through Broadbean and manage them once posted, thereby creating …

LogicMelon Job Posting

The LogicMelon Job Posting integration allows you to post your jobs through LogicMelon and manage them once posted, thereby …

Searching Introduction

Understanding and utilising search functionality to its fullest gives you the ability to perform quick, detailed and complex …

Applicant Searching

Finding the right applicants quickly may be an essential part of your role, and there is an abundance of applicant search criteria …

Full Text (Boolean) Searching

Boolean text searches are simply text searches that allow you to include operators between certain words and phrases to provide a …

Keyword Searching

Searching for records by Keywords makes searching quicker and more efficient. The ability to combine search techniques means your …

Location & GeoLocation Searching

Many searches may require you to include location criteria to narrow down your results. This might be to find relevant applicants …

Managing Search Results

Performing quick, detailed and complex searches is important to your workflow and the ability to manage them efficiently will …

Managing Saved Searches

Having the ability to perform quick, detailed and complex searches is very important to ensure your productivity is effective, so …

Submissions Area

One of the key workflows for a recruiter is the submissions process. The submissions area appears on every record type with the …

Submission Warnings

Submission warnings exist to warn or prevent a user from carrying out an embarrassing or damaging action at various levels of …

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 …

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 …

Feedback | Interviews & Placements

itris allows you to record feedback for both interviews (any stage) and placements (all work types).

New Placement

You are going to want to track your placements in itris so you can monitor your starters and finishers, rebate periods, applicant …

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 …

Placement Record

Placements are a key end part of the recruitment workflow. Recording and maintaining accurate data is of great benefit and will …

Extending Placements

There may be occasions where you wish to extend an interval charge (contract or temporary) placement. You might decide to just …

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 …

Search Templates

Templates save the search criteria that has been entered to be used again in a future search. These templates will undoubtedly …

itris Preferences

itris preferences is where you can customise many aspects of how your itris displays or functions such as; linking your Outlook …

Dashboard | Active Business Intelligence

Within the Dashboard are the Active Business Intelligence widgets that will display data currently relevant in terms of pipeline. …

User Statistics Report

With 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 …

Submissions Status Report

Use the Submissions Status Report to generate summaries of submission activity by Applicant, Company or Job.

CV Submissions Report

Using the CV Submissions report you can achieve an overview and understanding of which stage submitted applicants have reached.

Interviews Report

The Interviews report allows you to pull interview information from the system and understand which stage the applicants are at, …

Offers Report

Reporting on offers affords you various insights into your data including outstanding actions that need to be completed such as …

Income Report

The Income Report provides financial totals for itris Placements and Retained Jobs Charges, from either a User or Team perspective …

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 …

Live Placements

Live Placements shows upcoming and current Placements. With options to Extend, End Early and Close placements from this area it …