How to set up your User Settings?
👉 Setting default views, personal information, email and organizational settings.
Click on the link ⏬ to skip to the section you're interested in:
1. Personal Information
Remember to fill in all required fields, including:
Profile Picture: Add a photo for clients and candidates to easily recognize you.
Name: Include your First and Last name.
Job Title: Clearly state your role.
Phone: Provide a direct contact number.
Ext: If you're using an extension for your contact number
Email Signature: Craft a professional sign-off.
Completing these ensures Vincere can personalize your emails, LiveList™, and Engage job board experience effectively.
2. Password
You can change your password from the User Settings.
After clicking 'Change Password,' you'll be directed to a new page with step-by-step instructions on updating your password.
For more ways to reset/change your password you can click here
3. Organizational settings
This section allows you to view and add Brands, your Primary Brand, Branches, Divisions, and Teams to your user Settings.
4. Personal Settings
Several of your personal settings are related to the settings you select below:
Location - This will dictate the default phone number country code and country for new records added using the quick add option
Town/City - This will be your default Town/City
Currency - Once you have selected your default currency, anytime you add/create a job in Vincere the currency will be set as the selected currency in your user setting. This will also be the default currency in the Intelligence section.
Timezone - This will be the default timezone for Tasks, Meetings, and Interviews scheduled by you.
Date Format - This will be the default date format
Display Language - You can choose a default language for your Vincere login from either of the following: English, Deutsch, Dutch, Espanol, Japanese, Chinese (Simplified)
Default measurement - You can choose Miles/Km and this will be the default Unit in radius search when running an Advanced search
👉 Important: Changing your default currency won’t affect previous jobs that are already in your Vincere database.
5. Default Settings
Vincere understands that everyone's workflow is different, which is why we offer a range of options for customizing default settings to suit your needs.
Click on the link ⏬ to skip to the section you're interested in:
1. Default job filters
Customize your job table view by selecting the default filters you prefer to apply.
Begin by choosing the filter you want to be included in the default view of your job ATS.
You can also set a default filter for job owners. Perhaps you'd like to view all the jobs your team is working on, in addition to your own.
Alternatively, you can opt to see only the jobs personally owned by you.
Lastly, you can set a default filter by Job-created date. Take advantage of these filters to increase your effectiveness.
👉 Don’t forget to hit Save and you’re good to go!
2. Default candidate filters
Here you can filter what candidates you will see by default:
All - yours - or your teams
The second available filter in this section is to filter the candidates by a default created date.
👉 Don’t forget to hit Save, and you’re good to go!
3. Default landing page
Here, you can choose the default page you land on when you open up Vincere.
👉 Don’t forget to hit Save, and you’re good to go!
4. Default views
Candidate Profile: When you open a candidate’s profile, you can see one of these tabs as the first page showing on the profile.
Candidate Quick View: When you click on quick view, this will be the first page that you will see.
Welcome Page: Customize your welcome page here. You can choose to see your planner, training activities, or your stats.
👉 Don’t forget to hit Save, and you’re good to go!
5. Search
A. Quick Search
As a user, you can set a Search preference: Exact or Relative.
Exact Search will add double quotes to your search terms and give you a precise match. With this setting, the double quotes will be added to your search terms by default.
Relative Search is the default setting. With this selected, your search terms will pull up exact as well as related search results.
B. Advanced Search
You have two options in this section, You can use our newly created advanced search or if your more comfortable with it, the older version.
6. Email Settings
Please input your email information here and make sure that your email is connected to ensure proper functioning and synchronization of emails with your Vincere account.
👉 If you are having issues regarding email syncing, you can refer to this article
(Click HERE)
7. Email Sync options
You can select 1 of 2 options to sync your emails by clicking the Sync options:
All emails will allow you to sync all the emails in your Inbox and Sent items, including the subfolders, categories, and labels.
Inbox & Sent will allow you to sync only emails in your immediate Inbox and Sent items, excluding emails inside your subfolders.
8. Email Signature
Here, you can customize and create your email signature.
👉 Important note: If you need to input any non-textual information, such as pictures or links, please utilize the provided buttons.
👉 Fill in the necessary information then Click Save.
👉 Fill in the necessary information then Click Save.
Billers unite 🤑
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