Welcome to Vincere! So glad to have you onboard.
To make sure you’re all set up for success, here’s a checklist of 10 steps to help you get started. Ready?
1️⃣ Connect your emails to Vincere
No more flicking between tabs and windows. Get all your communications in one place. Sync your email and calendar to Vincere now.
Once you’ve successfully connected your email, you’ll be able to create a candidate record directly from email. Here’s how.
2️⃣ Use vChat
Chat with your teammates from inside Vincere. All you need to do is create a username to start chatting. Let’s get to it!
3️⃣ Configure Tags
Tags (or skills codes) are predefined values which you can 'tag' against different records throughout Vincere.
Getting into the habit of tagging records correctly will make your data inside Vincere far more valuable – if your Companies, Contacts, Jobs and Candidates are accurately tagged, you can run searches quickly and accurately. Read more here.
Ready to configure? Here's how.
4️⃣ Add Candidates
Want to start working on a job or get candidates into Vincere? Here are your options:
Want to add other records?
5️⃣ Understanding the Pipeline
Before you can start using Vincere, it’s important you know how the ATS works. Get your basics right in less than a minute: read this.
6️⃣ Move candidates down the pipeline
Want to move candidates down the pipeline, through the application stages?
Here’s how you can easily get candidates from Shortlisted to Sent, through to interviews, offer and finally making the Placement.
7️⃣ Create Talent Pools & Distribution Lists
Basically, whatever you call them,, now it’s time to learn how to create a segmented list of Candidates or Contacts. Think of these as groups or folders of Candidates and Contacts- a quick way to organise your records so you can take bulk actions in a snap.
8️⃣ Sending candidates? Use the Livelist.
Put all candidate related information (including CVs) into one easily accessible portal for your clients. Send one now.
9️⃣ How to search 101
Search within Resumes? Do it now.
Searching by location? Try Radius Search.
Need more candidates? Search externally:
Use Indeed Search and import candidates in one-click
Or use the dynamic duo: LinkedIn Search X Velocity.
Looking for more? Explore our full search capabilities here.
🔟 Sign up for webinars
The best thing about using Vincere is that we’re here every step of the way.
Meet our Success Team and learn the ins and outs of Vincere, live. We host complimentary webinars daily so make sure you join these sessions to get the most out of Vincere.
Save your spots in advance here.
🌟 Bonus 🌟
If you’ve completed and worked through all of these steps inside Vincere, congratulations!..you’re on the right path to becoming a Vincere champion. We are so proud of you! 🙌
As you start to work inside Vincere, be sure to take sure to check out your personalised Dashboard. It’s ready for you here.
Good luck & happy recruiting! 💪
Oh, & make sure to follow us on LinkedIn to get the latest scoop on all things Vincere. Follow us now.
OK - I’m ready for more. What’s next?