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Vincere Core

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

Application StageApplication Stage
Quick Add - Job Type Field Configuration
Consolidated ActivitiesAll Activities (including Goals/KPIs) across all entities in one centralized table view
Company AdminRecords with no owner assigned to Company Admin
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 👀
Sending Candidate Contracts to Company Email in VincerePerfect for LTD companies and Umbrella placements
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 RemindersSet reminders for your documents expiration dates
Link a Candidate to a ContactHave a Candidate who is also a Contact? Link them easily
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 documentsYou can seamlessly collect documents from your Candidates at any stage of the application process
Candidate LiveList™The LiveList™ puts all Candidate-related information and CVs into one easily accessible online portal for your Clients to review
File types supported in VincereFile formats supported on the Engagement Hub & File section in Vincere
Renewal Process in VincereManaging Placements: Terminations, Cancellations, and Extensions
Offer accepted / rejectedWhat happens when your candidate accepts or rejects an offer?
Merging Candidates in VincereGet rid of dupes by merging your candidates
Export to CSV (Excel)Vincere Super Users (Administrators) can export data to a CSV file.
Tracking 2+ interview in VincereMake it clear which round your candidate is up to
Unable to delete ContactCan't delete contacts? Here's why
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
Email Permission/Subscription
CalendarDaily planning made easy
Tracking and Managing Activities & Tasks in VincereLog calls, meetings, comments in Vinny
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 DateSeamlessly searching for Candidates and Contacts
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
Set expiry dates and reminders for onboarding documentsKeep up to date with your candidate's documents
Reject Candidates
Float CandidatesPerfect for when you want to spec out Candidates to your Clients
Parsing Candidates straight from an email
Rating Candidates against a 'Job'How many stars makes the cut? ⭐️
Talent Pools for Candidates in VincereTalent Pools are groups of Candidates which allow you to action in bulk
Keep in View (KIV)Don't lose those great Candidates
Archiving and Deleting CandidatesLearn how to archive or delete candidate(s)
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 ✅
Linking a Contact to a CandidateLinking Contacts and Candidates together
User Permissions
Cancelling Placements
Placement Comments
Bulk Upload Files in Vincere
Vincere's Email
Understanding the Vincere pipelinesWhat do all the numbers inside Vincere actually mean?
What can Clients see and do on the LiveList™ page?
Job Advertisement in Vincere
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
Admin Settings│Overview for Super Users in Vincere
Integration Iframe┃Field ConfigurationIntegration Iframe┃Field Configuration
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 Vincere
Mastering the Toolbox in Document Builder | Formatting Guide
How to Generate a System Diagnostic File on macOS
Adding Images to EmailLearn how to add images in email, email templates in Vincere
Guide to Transitioning to Nylas V3
How to raise a case in Support Portal
Home Currency | Placements & InvoicesNew Home Currency section | Add Bank Spot Rate to allow exact reporting on FX rates
How to maximize the use of AI ChatboxBoost Your Productivity with Our Smart AI Chatbot!
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
ATS

Adding a Job in VincereReady, Steady, JOB
Job Profile in VincereA complete overview of the Job profile
Job ActionsHow to perform actions on Jobs
Job Quick ViewHow to navigate Job Quick View?
Job Table ViewNavigate the Jobs tab 🔎
Job HeadcountAllowing you to place more than one Candidate into the same role
Forecast Fee in Job ProfileForecast per job or break it down to forecast for each application
How to Close and Reopen Job in VincereAn article on closing jobs and reopening already closed jobs
How to copy a Job? 🤔You can create a new job with using an existing job template in Vincere.
How to Post & Unpost a Job in VincereLet's attract some new juicy Candidates, posting jobs
Job Descriptions in Vincere
Adding images to Job DescriptionsLearn how to add images to Job Descriptions
How to change Job Published Date?
Job Filter Definitions
Adding Candidates in VincereJust found a hot Candidate? You can get them into Vincere with just a few clicks
Candidate Profile in VincereA complete overview of the Candidate profile
Candidate Quick ViewHow to navigate the Candidate Quick View
Candidate Table ViewCandidate Table View: Navigate, Search, and Customize Effortlessly
How to Shortlist a CandidateThe many ways to shortlist a candidate in Vincere
Candidate AvailabilityAll you need to know about Availability
Send Documents to Candidates - Using Vincere emailSend out documents to Candidates at any stage in the pipeline, even before an offer is made
Send Documents to Candidates - Using SignRequestHow to send documents using SignRequest
Undo or Remove a Candidate ApplicationShortlisted someone by mistake?
Moving candidates down the PipelineMoving candidates down the recruitment pipeline is super easy. Here's a quick run-through of how you can do it. 
File LibraryAll files are easily accessible in one centralised place
Reorder Candidate Work History
Candidate Actions in Vincere
Configuration

Document BuilderCustomize your CVs, Contracts, Offers, Invoices and more with our doc builder
Creating Formatted Resume in Document BuilderHow to create a formatted resume template
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
Candidate Doc Document BuilderHow to create candidate documents templates
Candidate/Client renewal contract builderBuilding a template to make renewals more efficient
Self-Bill Invoice Builder
Custom wildcards in Document BuilderCreate custom wildcards to use in your Document Builder templates
Client Documents/Contracts BuilderHow to create Client Documents/Contract Template
Client Booking BuilderHow to build a Client Booking Template
Offer Contract BuilderHow to build Offer Contracts Template
Client Proposal Document BuilderHow to create Client Proposal templates
Job Doc Checks Compliance
Templated User Roles
Removing a User from VincereDeleting, Deactivating or resetting passwords for users
Adding your Email Signature
Transfer a licenseLearn how to transfer an existing licence to a new consultant / user?
Changing Emails in VincereHas one of you users changed their email address?
Vincere Email TemplatesWhere to find & how to configure your email templates
Understanding wildcards in Vincere
Configure User Settings in VincereHow to set your User Settings (setting default views, personal information, email and organizational settings)
Setup Industries, Expertise, Groups, Tags, and Locations in VincereCheck out this article on how to set up and configure your companies tags 🏷
Groups in VincereBrands, Team, Divisions and Branches - Differences and Usability
Color-coding for BrandsLearn how to color-code brands for quick record ownership identification
Company Compliance
Troubleshooting Email Sync IssuesHaving trouble with email syncing in Vincere? Follow this guide to troubleshoot and fix common email sync problems quickly.
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
Custom Status Tag for EntitiesHow to customize status tags for candidate, contacts, jobs, and companies
Configure Custom Rejection ReasonsPre-set rejection reasons for your consultants to choose from
Adding Logo in VincereBranding your Vincere comms is super simple
Configuring Candidate SourcesIt's super easy to customise Candidate Sources to your business and processes
Setting Sub-StatusesInstantly see candidates statuses
How to Add and Manage Custom Onboarding Fields in VincereCustomize your onboarding process by creating your own fields. Here's how:
User LocationsAdding your companies office locations to Vincere
How to send Bulk EmailsYou need to send generic email to your ad hoc list for a potential role? Vincere got your back!
Connecting your Emails to VincereSeamlessly connecting your emails
Geotag LocationsYou can 'Geotag' locations in Vincere using Google maps
System Mail SettingsAlways good to have a backup
Adding and Configuring Document TypesVincere can be configured to your company processes straight out-of-the box
Understanding the default Candidate Sources in VincereSetting up Candidate Sources? Here's a quick overview of the default sources
Configuring CRM stages inside Vincere
Candidate Sources: Auto parse v.s. Data ImportDifferences between Auto parsed, Data import & Instant Job Board
Changing Job TypesPerm, Contract, Temp - which are you?
Placement probability by stageStart using Fee Forecast by settings placement pbabilities
Custom Field Configuration in VincereThis article will help you understand about each Custom Fields and how to create one in Vincere
Adding New Fields to the Candidate ProfileYou can add more fields and make the fields mandatory
Add Expiry Date to Candidate DocumentsEnsure all necessary candidate documents are current and valid.
CRM

Recruitment as a Service - Subscription RecruitmentAll you need to know about RaaS & how to get them set up in Vinny
Company Quick ViewHow to navigate Company Quick View
Contact MergeHow to merge Contact records for a pristine database ✨
Candidate SuitabilityTagging Suitability for the best Client-Candidate match 🤝
Custom Status for Job and CompanyJob & Company Statuses are now customisable, giving you even more flexibility
Contact Quick ViewHow to navigate Contact Quick View
CRM AutomationCreate automation rules to update a Contact's Stage based on Contact activities
Multiple Billing Addresses for CompaniesMultiple billing details for companies
How to delete a Company?I want to delete a company, how can I do?
LiveList™ - FAQsFind answers to the most commonly asked questions about the LiveList™
Jobs Table Analytical ViewIdeal for managers: full visibility into the Job pipeline with new filter to drill down into jobs, teams, active jobs and more.
Company ProfileHow to navigate company profiles
Adding ContactsJust found a hot Contact? You can get them into Vincere with just a few clicks
Contact ProfileHow to navigate Contact profiles
Send Documents to Contacts - Using Vincere emailHow to send documents to contacts
Contact Table ViewNavigate the Contacts tab 🔎
Delete a Contact in VincereThis is how you can delete a contact in Vincere ❌
Move Companies and Contacts down the PipelineLearn how to move Companies and Contacts down the CRM pipeline
Company Location TypesMultiple locations all in one view
Send Documents to Contacts - Using SignRequestHow to send documents using SignRequest
Job leads in VincereJobs vs Job Leads
Distribution Lists (Contacts)Distribution Lists are groups of Contacts that allow you to action in bulk
Merge CompaniesEasily clean up your duplicates
DepartmentsYou can now configure departments within companies, and then assign those departments to contacts within that company.
Companies Table ViewNavigate the Companies tab 🔎
Adding CompaniesCreate companies in one click
Move ContactsHas your client moved to a new company? No problem.
Contact ActionsHow to perform actions on Contacts
Help Center Japanese

日本語ヘルプの一覧