itris Shortcuts

To aid in navigation around itris 9 we have a number of keyboard shortcuts that you can use.

Quick Comments

The Quick Comments functionality allows you to add a comment to a record within two clicks, by selecting Quick Comment in the …

Relationships

Relationships are a great way of recording how one person knows another person in the database. For example, an applicant may know …

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 …

References Report

The references report provides the facility for recruiters to obtain a list of their outstanding references to pursue. …

Comments Report

Comment reporting can help you follow up on workflow, track progress, and review the quality of comments being added.

Job Statistics Report

Jobs Statistic allows you to report on jobs and submissions against these jobs to determine the activity that has taken place. …

Sources Report

Reporting is highly advantageous when it comes to businesses being able to pull information from their system. Reports can provide …

Data Exports

Being able to view detailed information within itris is important, however, having the ability to export data into a printable and …

Grid Columns

Throughout itris you will see data displayed in grids and you have the ability to both change which columns are displayed and …

Dashboard | Applicant Birthdays

See which of your active applicants have birthdays in the next 7 days so you can wish them a happy birthday.

Dashboard | Contact Birthdays

Strengthen your relationship with your active contacts by wishing them happy birthday.

Dashboard | Rebates

Keep track of your placements as they work their way through the rebate stages.

Statistics | Applicant & Contact

The Applicant and Contact statistics tabs gives an overview of recruitment activity against the individual record, including …

Applicant Inbox & Update Utility

The Applicant Inbox works in conjunction with the itris API and your website for Applicant Registration and Job Applications. It …

Bulk Actions

Bulk actions aids in efficiency by allowing the update (add/remove/replace) of Access Groups, Assignees, Comments, Keywords and …

Posting to Integrations

Posting to Integrations allows you to share (post) itris records directly to a 3rd party application, for example, to instantly …

Record Hubs | Lapsed Companies

View companies you have been active with in the past, but not recently.

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 …

Company Department Assignment

Company Departments allow you to assign contacts to their relevant teams/sections within the company they work for. Almost every …

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 …

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 …

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, …

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, …

Record Sharing

In collaborative workplaces, the ability to quickly share a record with a colleague is invaluable. With the Record Sharing …

Community Hub

The Community Hub is a great area within itris where you can collaborate with your colleagues on a professional or social level. …

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 …

Group Radars

Match recently created applicant records to your applicant record groups.

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 …

Custom Field Searching

Search records using Custom Field criteria to identify records simply where that custom field is assigned or not, by the value of …

Company Searching | Company Terms

Run company searches based on the existence and status of company terms.

Contact Searching | Last Contacted

Search for contacts you've not contacted for a while to start re-building relationships and generate more business.

Job Searching

It 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 …

Placement Searching | Rebate & Grace Periods

Search placements by their rebate and grace period status'.

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 …

Managing Saved Searches | Combining Searches

Combining searches gives you more flexibility in managing your searches, allowing for more specific or expansive results.

Restrictions

It may become necessary to impose a restriction on an applicant to stop them from being sent to or placed with a particular …

Marketing Preferences (Consent)

Marketing Preferences relate to applicant, company and contact records and whether they wish to receive mass communications from …

Bulk Emailing

Sending emails in bulk is crucial time-saving functionality. The ability to bulk email from searches or record groups gives you …

Merge Fields

Merge fields are fields you can add into email and Word templates, which pull through the associated value from records in itris.

Personal Email Templates

Email templates are a great time-saver, particular for emails such as, interview confirmations that are sent regularly. In …

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 …

CV Marketing Hub

The CV marketing hub is a great business development tool. It provides the facility to market applicants to contacts that work for …