Applicant Inbox | Payload Examples
Applicant Searching | Compliance
Find and view applicants based on their compliant status against a Job or Auto-Generated Compliance.
Company Searching | Company Terms
Run company searches based on the existence and status of company terms.
Compliance | Assigning Custom Fields
Compliance | Assigning References
Compliance | Compliance Groups
Contact Searching | Last Contacted
Search for contacts you've not contacted for a while to start re-building relationships and generate more business.
Custom Protocol
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 | Placements Ending
Test snippet summary.
Dashboard | Placements Starting
Dashboard | Placements Starting & Ending
Effectively managing your starters and finishers will help you ensure your workers are ready to start their new role, and identify …
Dashboard | Rebates
Keep track of your placements as they work their way through the rebate stages.
Dashboard | Workers Out
Track your temporary and contract workers who are working over the next 7 days.
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 …
Financial Integrations | Merit Export Data
Global Rates
Global Rates are predefined Rates that remove the need to manually create rates against jobs and placements that regularly have …
itris Preferences | Timesheet
itris Preferences | Timesheets
In your itris Preference you can set your default entry mode for timesheets to either Unit or Time entry.
Managing Saved Searches | Combining Searches
Combining searches gives you more flexibility in managing your searches, allowing for more specific or expansive results.
Managing Search Results | Compliance Searching
Placement Record | Closing Placements
Closing placements once the worker has left means that you no longer need to continue managing the placement and free's up …
Placement Searching | Rebate & Grace Periods
Search placements by their rebate and grace period status'.
Placement Searching | Working Dates
Use placement searching to return a list of applicants currently working, or whom worked between specified dates.
Record Hubs | Lapsed Companies
View companies you have been active with in the past, but not recently.
Retained Recruitment
Retained job functionality allows you to manage the staged payments for Retained jobs such as retainer, shortlist and placement.
