SmartSearch Getting Started

SmartSearch: Login

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.

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
5 questions

Businesses

1
Business: Entering a Business
2
Business: Working with a Business
3
Business: Looking Up a Business
4
Business Quiz
3 questions

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
4 questions

Jobs

1
Jobs: Entering a Job
2
Jobs: Looking Up a Job
3
Jobs: Course End – Job Folders
4
Job Quiz
3 questions
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.

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Enrolled: 478 students
Duration: 90 Min
Sections: 22
Level: All Users
SmartSearch Getting Started
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