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Vincere Core

How Vincere's key features work, and how to access them.

12 authors193 articles
Application StageLearn how to review incoming applications, use candidate actions, and move candidates through the Application Stage.
How to Track and Manage Application Sources in VincereTrack the source of each application
How to Send Client Booking in VincereLet you client know exactly who their candidate is 👀
How to Share Candidate Documents to the Client Portal in VincereAllow your clients to have access to the documents 24/7 and download them.
Document Expiry RemindersLearn how to set up document expiry reminders in the File Library and control who receives the email notifications.
Send Compensation Info to Accounting in VincereLet your accountants know about all the placements you're making
How to Request Documents from CandidatesRequest Documents from Candidates using our Interview Doc Check Declaration Template
How to Ad Chase in Vincere
Blocklisting Candidates & ContactsHow to blacklist candidates & contacts
Bulk Update Record OwnershipHow to bulk update candidate, company, contact, job & deal owners
Requesting on-boarding documentsSeamlessly collect documents from your Candidates at any stage of the hiring process
File types supported in VincereFile formats supported on the Engagement Hub & File section in Vincere
Offer accepted / rejectedWhat happens when your candidate accepts or rejects an offer?
Export to CSV (Excel)Learn how to export Candidates, Contacts, Jobs, or Company data from Vincere to CSV (Excel) using Advanced Search. Includes steps for exporting Distribution Lists and Talent Pools, permission requirements, and…
Tracking 2+ interview in VincereMake it clear which round your candidate is up to
Click-to-call Default Program setup (Windows)Setting up your preferred program to call
Onboarding Document VerificationAssign users to verify candidates' documents ✔️
Adding hyperlinksLearn how to add hyperlinks in Emails, Job Descriptions & the Document Builder.
Setting up Fee ModelsYou can set up different feel models inside Vincere
Deal Process ManagementDesigned to help sales teams manage complex or lengthy sales processes
Executive Brief in VincereHow to set up a Brief and additional Notes
Sending a Meeting invite in VincereMeetings are easy to manage inside VC.
Creating 'Call Lists'Get on the phone and win those deals
Last Activity DateLearn how to view, filter, and search by Last Activity Date in Vincere to track candidate, contact, company, and job engagement. Includes setup steps, key definitions, and reporting tips.
Click-to-CallMaking calls from within Vincere at the click of a button
Quick Place ActionQuick place a candidate to help speed up placements
Original CV Preview added to Candidate commentsYou can now view the CV preview when adding a comment to a candidate.
Maximizing Your Recruitment Efforts with Hotlists in Vincere 🔥You can mark Companies, Contacts, Jobs & Candidates 'Hot' inside Vincere
Keep in View (KIV)Don't lose those great Candidates
Offer Approvals Process in VincereAn easy way to ensure offers are consistent
Table View and Smart View ConfigurationFilters designed to streamline your recruitment needs
How to Set Up and Manage Interviews in VincereFollow these steps to Interview Success ✅
Overview of User Permissions in VincereUnderstand how User Permissions in Vincere manage access, roles, and visibility across CRM, ATS, and Intelligence features.
Cancel a PlacementLearn how to cancel, undo, update, and track placements in Vincere. This guide explains when to use cancellation versus termination, how to set up cancellation reasons, and how these actions…
Placement Comments
Bulk Upload Files to RecordsLearn how to bulk upload files to Company, Contact and Candidate records in Vincere.
Understand Pipeline StagesLearn what the pipeline stages and numbers mean in table view and profile view for candidates, jobs, contacts, and companies.
What can Clients see and do on the LiveList™ page?
Adding a Custom field column in Table viewsThis article will show you how to add a Custom field as a column into a Table View
Table Filters in VincereAll available Filters within Table Filters in Vincere
Understanding Vincere Interview Time Slots featureUnderstanding the functionality of Time Slot in managing Interview process
Managing Formatted Resumes in VincereFormatted resumes at the click of a button
Advanced Search VincereLearn how to use Vincere’s Advanced Search to quickly find candidates, jobs, contacts, and companies using Boolean logic, filters, wildcards, and fuzzy search for precise, efficient results.
How to Generate a System Diagnostic File on macOS
Guide to Transitioning to Nylas V3Learn how to transition from Nylas V2 to Nylas V3, reconnect your email, review new status updates, and resolve common synchronization or admin-consent issues in Vincere.
Use the Digital Assistant for SupportLearn how to use the digital assistant to get instant answers, raise support tickets, and contact the Support Team from your product and the Help Centre.
Smarter Hiring with Vincere: Your AI-Powered Recruitment Toolkit ✨Unlock the Power of AI in Vincere - Automation, Insights & Impact
Automate Your Workflow with Vincere Automate
What is the maximum number of archived candidates I can delete in bulk within Vincere?Understanding Bulk Deletion Limits for Archived Candidates in Vincere
How can permissions be managed and applied to control user actions in Vincere?
What are the requirements and policies for generating API keys with Vincere?
How to manage profit splits and address visibility issues in Vincere?
Set Up Automations on Make.com Using the Vincere APILearn how to set up Vincere API automations in Make.com, including how to authenticate, refresh tokens, and call API endpoints without using a client secret.
Manage subscription seats and track their statusLearn how to request, track, and manage subscription seat additions in Vincere. This guide covers activation timelines, follow-up procedures, and how to contact the License Additions Team for support.
How can I troubleshoot issues with profit calculations and stage indicators in Vincere?
Maintain Data Integrity in Your DatabaseLearn how to keep your Vincere database clean, structured, and consistently formatted using clear data standards, regular audits, and expert support from your Customer Success Manager and Professional Services team.
Configure Roles, Permissions, and SettingsConfigure Vincere for your agency by setting up roles, permissions, workflows, automation, email templates, and integrations, then continuously refining these with your Customer Success Manager.
Improve User AdoptionLearn how to drive Vincere user adoption using a structured Establish, Evolve, Excel approach, with support from your Customer Success Manager.
Improve Recruitment Workflow EfficienciesLearn how to standardise your recruitment workflows in Vincere, use automation and alerts, and continually refine processes with data and AI insights for scalable success.
Receive LinkedIn ApplicantsLearn how LinkedIn’s applicant options work and how to set up your LinkedIn jobs so applications are captured and managed in Vincere.
File Library to Manage DocumentsLearn how to access the File Library, search and filter files, customise columns (Smart Views), and manage expiry, reminders and verification for your documents and Vinneo recordings.
Set Up and Manage Sub-StatusesLearn how to configure, use, and display Sub-Statuses to track candidates at every stage of your recruitment pipeline.

Configuration

Credit Invoice BuilderHow to create a credit invoice template
Interview Doc Check Declaration BuilderHow to build Interview Doc Check Declaration templates
Sales and Purchase Invoice BuilderHow to create a sales or purchase invoice template
Consolidated Sales and Purchase Invoice BuilderHow to create a Consolidated Invoice Template
Self-Bill Invoice Builder
Client Booking BuilderHow to build a Client Booking Template
Offer Contract BuilderHow to build Offer Contracts Template
Job Doc Checks Compliance
Add Your Email SignatureSet up, edit, and troubleshoot your email signature in Vincere, including adding logos, images, links, and using the #Signature# wildcard so your signature appears correctly on all email templates.
Transfer a licenseLearn how to transfer an existing licence to a new consultant / user?
Understanding wildcards in Vincere
Configure User Settings in VincereHow to set your User Settings (setting default views, personal information, email and organizational settings)
Color-coding for BrandsLearn how to color-code brands for quick record ownership identification
Troubleshooting Email Sync IssuesLearn how to troubleshoot email sync issues in Vincere, including reconnecting your mailbox (Nylas/Office 365), fixing “Reconnecting Email” popups, and resolving missing emails or calendar events.
Enabling 2 FA in Microsoft Office 365How to set up 2FA when connecting Office 365 to Vincere
Enabling 2FA in Microsoft OutlookHow to set up 2FA when connecting Outlook to Vincere
LiveList™ SettingsConfigure columns for your LiveList™
Umbrella & Limited Companies SettingsAll you need to know about Umbrella & Limited Companies in Vincere
How to Set Up Onboarding DocumentsHow to setup different types of Doc Checks in Vinny
Configure Custom Rejection ReasonsPre-set rejection reasons for your consultants to choose from
How to send Bulk EmailsYou need to send generic email to your ad hoc list for a potential role? Vincere got your back!
Connect Your Email AccountLearn how to connect your email account, access synced emails and calendar events, and troubleshoot common email connection issues.
Geotag Locations in VincereUse geotagging in Vincere to map and manage addresses with Google Maps, enabling precise location-based searches, radius filters, and map views for Candidates, Jobs, Contacts, and Companies.
Set Up System Mail SettingsConfigure a fallback system email in Vincere so Super Users can keep system-generated emails and notifications sending when user mailboxes disconnect or experience issues.
Adding and Configuring Document TypesVincere can be configured to your company processes straight out-of-the box
Understand the Default Candidate SourcesSetting up Candidate Sources? Here's a quick overview of the default sources
Configuring CRM stages inside Vincere
Placement probability by stageStart using Fee Forecast by settings placement pbabilities
Add Expiry Date to Candidate DocumentsEnsure all necessary candidate documents are current and valid.

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