As a Super User in Vincere, understanding the Admin Settings is crucial for effectively managing your system and tailoring it to meet your business needs.
This overview will help you navigate the key areas within Admin Settings, empowering you to maintain control over various aspects of your Vincere account.
What Can You Do in Admin Settings? 🤔
⭕ General settings
Organizational settings: Manage your task categories, status, sub-status and sources.
Quota Management: Review used, allocated and remaining credits within Vincere.
Archived candidates: Review the archived Candidates and delete them permanently from Vincere
Approval process: Set offer approval as a required or optional step for your placement process.
Default setting for formatted CV: Auto-created formatted CV Settings.
Reporting Period Management: Adjust data on Analytics dashboards.
Default timezone: Setting up a default Timezone for new candidates
Candidate rejection reasons: Create, edit, or delete reasons to reject candidate from Application stage. Any changes made to the list will be applied to all users in the system.
LiveListTM Settings: Configure LiveListTM settings to show or hide as default.
Week period setting for Goal console: Change the week start day for Goal Console, The setting will apply for Goal target data.
International phone numbers formatting: Enable international phone numbers formatting
Activities Settings: Configure Activities Settings to show or hide as default.
Compliance Settings: Configure Compliance to show or hide as default.
Placement Amendment Settings: Manage reasons for Placement Amendments.
Multi-Factor Authentication: Set Multi-Factor Authentication (MFA) to be required for everyone or not.
⭕ Email settings
Accountant Emails: Setup your accountant email and schedules.
System Mail Settings: Setup your system email. Any emails sent from the system will use your system email settings. If no email is setup the from address will displayed as noreply@vincere.io
⭕ System Preferences
Company logo: Your company logo will be displayed on emails, letterheaders and layouts within the system. (Max width: 180px, Max height: 80px; Size limit: 50kb)
Upload logo: Reset to default logo
Update Company Name: Update your company name. This name will be used in your Emails, Documents, Invoices etc.
Currency Converter: Open a table containing all currencies in the system and edit the exchange rate.
Change system user names: Modify the default system user names to any name of your choice.
Change system names for job types: Modify the default system job type names to any name of your choice.
Change system name for CRM stages: Modify the default system names for chevrons to any name of your choice.
Commission | Profit split: Customize sharing rate between job owners and Candidate owners.
Placement probability by stage: Start using Fee Forecast by putting the measurement from your business.
Forecast Fee: Set default forecast method in Job.
Email greetings: Configurable greetings in Email templates.
Configure Application Stages: Add new Stages to the current system Stages.
Paid Time Off (PTO) Preferences: Manage PTO Codes.
Search Preferences: Edit search preferences
⭕ GDPR | Data Privacy
GDPR | Consent management: Modify the consent request form and consent management page.
Privacy Policy & Terms Of Service: Upload or configure your Privacy Policy & Terms of Service.
Email Permission Settings: Set default Email Permission for Candidates and Contacts
⭕ Document Settings
Documents & checks: Manage your document or check types.
Onboarding doc check: Setup reminders for employees about document submission.
Quarantined Files: List of Quarantined Files
Having a solid grasp of these Admin Settings will enhance your ability to streamline operations, maintain compliance, and optimize your team’s use of Vincere. This guide is your starting point for mastering the tools available to you as a Super User.
Happy Recruitment #TheVinnyWay🤩