Vincere Core
How Vincere's key features work, and how to access them.
By Cherry and 9 others10 authors167 articles
- 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
- 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?
- 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 ✔️
- 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
- 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
- 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
- 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.
- Forecast Fee in Job ProfileForecast per job or break it down to forecast for each application
- Candidate Profile in VincereLearn how to view, manage, and update candidate information in Vincere.
- Send Documents to Candidates - Using SignRequestHow to send documents using SignRequest
- Reorder Candidate Work History
- 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
- 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
- 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
- Send Bulk Emails to Candidates and ContactsLearn the different ways to send bulk emails to candidates and contacts in Vincere, including table view, advanced search, and third-party integrations.
- 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.
- 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.
- Recruitment as a Service - Subscription RecruitmentAll you need to know about RaaS & how to get them set up in Vinny
- Multiple Billing Addresses for CompaniesMultiple billing details for companies
- Send Documents to Contacts - Using SignRequestHow to send documents using SignRequest
- Merge CompaniesEasily clean up your duplicates
- Job Hinzufügen
- Pipelines verstehen (Ampelsystem) 🚦Was bedeuten eigentlich alle Zahlen in Vincere?
- Verteilerlisten erstellen (Kontakte)
- Verbinden Sie Ihre E-Mails mit VincereVerbinden Sie Ihre E-Mails mit Vincere
- Kandidaten LiveList™
- Dürfen wir vorstellen: Velocity 💻
- Kandidaten entlang der Pipeline bewegen
- Erweiterte Suche - Hacks 🔥
Help Center Japanese
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