Hey New SmartSearch User! Here is your introduction to all things SmartSearch. In this training module you will learn all about candidates, businesses, contacts, jobs, and how they relate in the system.
SmartSearch Getting Started
The candidate section will cover:
- Entering a candidate
- Working with a candidate
- Communicating with candidates
- Attaching a candidate to a job
- and Hiring a candidate
The business section will cover:
- Entering a business
- Working with a business
- and Looking up a business
The contact section will cover:
- Entering a contact
- Looking up a contact
- Working with a contact
- Communicating from contact records
- and Organizing into folders
The job section will cover:
- Entering a job
- Looking up a job
- Working with a job
- Job templates
- and Screening questions
Introduction
1
Introduction: Getting Started and Navigation
Candidates
1
Candidate: Entering a Candidate
Hey new SmartSearch user, this training module covers contacts and includes:
- entering candidates
- working with a candidate
- communicating with candidates
- attaching a candidate to a job
- hiring a candidate
2
Candidate: Working with Candidates
3
Candidates: Communicating with Candidates
4
Candidate: Recruiting Whiteboard
5
Candidate: Attaching a Candidate to a Job
6
Candidate: Using the HireTrak
7
Candidate: Hiring a Candidate to a Job
8
Candidate: Using the OnboardTrak
9
Candidate: Using the CandidateTrak
10
Candidate Quiz
Businesses
1
Business: Entering a Business
2
Business: Working with a Business
3
Business: Looking Up a Business
4
Business Quiz
Contacts
1
Contact: Entering a Contact
2
Contacts: Looking Up a Contact
3
Contacts: Working with a Contact
4
Contacts: Communicating from Contact Records
5
Contacts: Organizing into Folders
6
Contact Quiz
Jobs
1
Jobs: Entering a Job
2
Jobs: Looking Up a Job
3
Jobs: Course End – Job Folders
4
Job Quiz
5
Congratulations! You’ve completed the course.
You have come to the right training module. This new user training is perfect for those who are just starting out. This module covers all the SmartSearch basics of candidates, contacts, businesses, and jobs.
Congratulations on your completion! Feel free to do any of the other trainings. The SmartSearch Client Success Team is working hard on creating more content.
Our newest training module is complete! Have your new SmartSearch users complete this training and earn their certificate.
Related Courses
SmartSearch Getting Started
