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Complete Your 10-Step Getting Started Checklist

Learn the key setup and workflow tasks to complete when you first start using Vincere, including email sync, mobile access, candidate management, pipeline workflows, LiveListā„¢, search, and activity tracking.

Written by Jason
Updated today

This article gives you a practical onboarding checklist to help you start using Vincere quickly and confidently. Follow each section below to complete the core setup tasks, understand the main workflows, and begin working productively in the system.


Complete Your 10-Step Getting Started Checklist

Use this checklist to work through the most important setup and workflow areas in Vincere:


Connect Your Email and Calendar

Sync your email and calendar to Vincere so you can keep your communications in one place and reduce the need to switch between tools.

  1. Go to User Settings, then click Email and Calendar Sync.

  2. Follow the on-screen instructions to connect your email account and calendar.

Benefits

  • Create candidate records directly from your email.

  • Streamline your communication in one place.

šŸ“Œ For more information, see Connecting Your Emails to Vincere.


Get the Mobile App

Use the Vincere mobile app to work while you are away from your desk and manage recruitment activity on the go.

  1. Open the iOS App Store or Google Play Store on your mobile device.

  2. Search for the Vincere mobile app, then install it.

šŸ“Œ Note: The mobile app is available on iOS and Android.


Use VinnyChat

Use VinnyChat to communicate with your team directly inside Vincere on desktop and mobile.

  1. Open VinnyChat in Vincere.

  2. Start a conversation with your team members and use it for internal collaboration.

šŸ¤“ Tip: You can use GIFs and emojis in VinnyChat to keep team communication engaging.


Download Velocity

Use Velocity if you work with LinkedIn and want to speed up candidate management tasks.

  1. Download and install Velocity.

  2. Use it to check whether a LinkedIn profile is already in your database.

  3. Edit profiles without leaving LinkedIn.

  4. Shortlist candidates directly to a job.

šŸ“Œ For more information, see Introducing Velocity.


Add Candidates and Other Records

Start building your database by adding candidates and other core records you need for live recruitment work.

  1. Add candidates to begin working on jobs.

  2. Add CVs in bulk if you need to upload multiple candidate records at once.

  3. Add jobs, companies, and contacts as needed to support your workflow.

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Understand the Pipeline

Learn how the pipeline works so you can move candidates, companies, and contacts through the correct stages.

  • Review the recruitment pipeline from application through to placement.

  • Move candidates through each stage as they progress.

  • Review how company and contact pipeline movement works if your workflow uses those records.

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Send Candidates Through LiveListā„¢

Use LiveListā„¢ to present candidates, CVs, and related information to clients in one online portal.

  1. Open the relevant candidate shortlist or workflow.

  2. Send candidates through LiveListā„¢ for client review.

  3. Review your LiveListā„¢ settings if you need to adjust how information is presented.

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Create Talent Pools and Distribution Lists

Organise your candidates and contacts into segmented lists so you can manage outreach and grouped records more efficiently.

  1. Create talent pools for candidates you want to group together.

  2. Create distribution lists for contact-based communication and organisation.

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Search for Candidates, Resumes, and CVs

Use search tools to find the right people quickly across your database and resume content.

  1. Use Quick Search to find records fast.

  2. Search resumes and CVs to identify suitable candidates based on skills, experience, or keywords.

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Track and Manage Activities

Use activity tracking to record phone calls, notes, and other actions so your team has a clear history of work completed.

  1. Record activities as you work so key actions are logged in the system.

  2. Review activity history to understand what has happened on a record.

  3. Use activity data to improve visibility and collaboration across your team.

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Best Practices

  • Complete the checklist in order so the core setup is finished before you move into daily workflows.

  • Connect email, mobile access, and chat early so users can adopt the platform more easily.

  • Add a small set of real records first so your team can practise searching, pipeline movement, and activity tracking with meaningful data.

  • Review the related help articles for each section before rolling the process out to the wider team.

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