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Vincere 💎
Vincere 💎
How Vincere's key features work, and how to access them.
+10
212 articles in this collection
Written by
Linh Dory,
Annabella,
Matt
and 10 others
Job Quick View
How to navigate Job Quick View
Written by
Mike
Updated over a week ago
Consolidated Activities
All Activities (including Goals/KPIs) across all entities in one centralized table view
Written by
Ines
Updated over a week ago
Send Documents to Candidates - Using Vincere email
Send out documents to Candidates at any stage in the pipeline, even before an offer is made
Written by
Ines
Updated over a week ago
Send Documents to Candidates - Using SignRequest
How to send documents using SignRequest
Written by
Ines
Updated over a week ago
Candidate Quick View
How to navigate the Candidate Quick View
Written by
Mike
Updated over a week ago
Candidate Availability
All you need to know about Availability
Written by
Mike
Updated over a week ago
Candidate Profile
A complete overview of the Candidate profile
Written by
Mike
Updated over a week ago
Company Admin
Records with no owner assigned to Company Admin
Written by
Ginny
Updated over a week ago
Creating a Formatted Resume
Formatted resumes at the click of a button
Written by
Mike
Updated over a week ago
Application Source
Track the source of each application
Written by
Ginny
Updated over a week ago
Send Client Booking
Let you client know exactly who their candidate is 👀
Written by
Mike
Updated over a week ago
Send Candidate Contracts to Company Email
Perfect for LTD companies and Umbrella placements
Written by
Ginny
Updated over a week ago
How to share candidate documents to the Client Portal
Allow your clients to have access to the documents 24/7 and download them.
Written by
Karen
Updated over a week ago
Job Filter Definitions
Written by
Cherry
Updated over a week ago
Document Expiry Reminders
Set reminders for your documents expiration dates
Written by
Mike
Updated over a week ago
Link a Candidate to a Contact
Have a Candidate who is also a Contact? Link them easily 🤝
Written by
Ginny
Updated over a week ago
How to Save a HAR File for Vincere (Google Chrome)
Written by
Ines
Updated over a week ago
Send Compensation Info to Accounting 💰
Let your accountants know about all the placements you're making 😉
Written by
Ines
Updated over a week ago
How to request Documents from Candidates
Request Documents from Candidates using our Interview Doc Check Declaration Template
Written by
Ginny
Updated over a week ago
How to Ad Chase in Vincere
Written by
Matt
Updated over a week ago
Blacklisting Candidates & Contacts
How to blacklist candidates & contacts
Written by
Annabella
Updated over a week ago
Bulk open and close jobs
How to bulk open and close jobs
Written by
Annabella
Updated over a week ago
Bulk update record ownership
How to bulk update candidate, company, contact, job & deal owners
Written by
Annabella
Updated over a week ago
Candidate LiveList™
The LiveList™ puts all Candidate-related information and CVs into one easily accessible online portal for your Clients to review
Written by
Linh Dory
Updated over a week ago
File types supported in Vincere
File formats supported on the Engagement Hub & File section in Vincere
Written by
Ginny
Updated over a week ago
Renewal process
Based on Customer feedback, we have been working hard on simplifying the renewal process whilst maintaining top functionality.
Written by
Matt
Updated over a week ago
Configuring Task Actions
Vincere can be configured to your company processes straight out-of-the box
Written by
Matt
Updated over a week ago
Candidate Table View
Navigate the Candidates tab 🔎
Written by
Ginny
Updated over a week ago
Offer accepted / rejected
What happens when your candidate accepts or rejects an offer?
Written by
Ginny
Updated over a week ago
Job Table View
Navigate the Jobs tab 🔎
Written by
Ginny
Updated over a week ago
Merge Candidates⚡
Get rid of dupes by merging your candidates
Written by
Ginny
Updated over a week ago
Setting Sub-status for more than 2 interview process
Make it clear which round your candidate is up to
Written by
Cherry
Updated over a week ago
Unable to delete Contact
Can't delete contacts? Here's why
Written by
Cherry
Updated over a week ago
Can I remove candidates from a shortlist?
Shortlisted someone by mistake?
Written by
Cherry
Updated over a week ago
Changing Job Published Date
Written by
Cherry
Updated over a week ago
Job profile
A complete overview of the Job profile
Written by
Mike
Updated over a week ago
Click-to-call Default Program setup (Windows)
Setting up your preferred program to call
Written by
Cherry
Updated over a week ago
Adding Job Descriptions
How do I add the job description?
Written by
Karen
Updated over a week ago
Forecast Fee in Job Profile
Forecast per job or break it down to forecast for each application
Written by
Ginny
Updated over a week ago
Job Actions
How to perform actions on Jobs
Written by
Cherry
Updated over a week ago
Candidate Actions
How to perform actions on Candidates
Written by
Cherry
Updated over a week ago
Adding images to Job Descriptions
Learn how to add images to Job Descriptions
Written by
Annabella
Updated over a week ago
Onboarding Document Verification
Assign users to verify candidates' documents ✔️
Written by
Ginny
Updated over a week ago
Adding hyperlinks
Learn how to add hyperlinks in Emails, Job Descriptions & the Document Builder.
Written by
Sam
Updated over a week ago
Setting up Fee Models
You can set up different feel models inside Vincere
Written by
Ines
Updated over a week ago
Job Headcount
Allowing you to place more than one Candidate into the same role
Written by
Ines
Updated over a week ago
Email Unsubscribe
Written by
Ines
Updated over a week ago
Calendar ⏳
Daily planning made easy
Written by
Matt
Updated over a week ago
Tracking and Managing Activities ✅
Log calls, meetings, comments in Vinny
Written by
Ines
Updated over a week ago
Deal Process Management 💰
Designed to help sales teams manage complex or lengthy sales processes
Written by
Annabella
Updated over a week ago
Executive Brief
How to set up a Brief
Written by
Ines
Updated over a week ago
Sending an invite for a meeting or interview
Meetings are easy to manage inside VC.
Written by
Ines
Updated over a week ago
Creating 'Call Lists' 📞
Get on the phone and win those deals
Written by
Sam
Updated over a week ago
Last Activity Date ⏰
Seamlessly searching for Candidates and Contacts
Written by
Matt
Updated over a week ago
How to Close a Job and Reopen a closed Job
An article on closing jobs and reopening already closed jobs
Written by
Mike
Updated over a week ago
Adding a Job
Ready, Steady, JOB
Written by
Ines
Updated over a week ago
Click-to-Call ☎️
Making calls from within Vincere at the click of a button
Written by
Matt
Updated over a week ago
Undo Placement
Need to undo a placement? Now you can! 💸
Written by
Ines
Updated over a week ago
Quick Place Action
Quick place a candidate to help speed up placements
Written by
Matt
Updated over a week ago
Original CV Preview added to Candidate comments
You can now view the CV preview when adding a comment to a candidate.
Written by
Ginny
Updated over a week ago
Hot Lists 🔥
You can mark Companies, Contacts, Jobs & Candidates 'Hot' inside Vincere
Written by
Matt
Updated over a week ago
Candidate Document Expiry Management
Here's how you can set reminders for expired documents
Written by
Sam
Updated over a week ago
How do I 'Reject' candidates? ❌
Written by
Sam
Updated over a week ago
Float Candidates
Perfect for when you want to spec out Candidates to your Clients
Written by
Annabella
Updated over a week ago
Parsing Candidates straight from an email
Written by
Ines
Updated over a week ago
Rating Candidates against a 'Job'
How many stars makes the cut? ⭐️
Written by
Ines
Updated over a week ago
Moving candidates down the pipeline
Moving candidates down the recruitment pipeline is super easy. Here's a quick run-through of how you can do it.
Written by
Mike
Updated over a week ago
Talent Pools for Candidates
Talent Pools are groups of Candidates which allow you to action in bulk
Written by
Ines
Updated over a week ago
Keep in View (KIV) 👀
Don't lose those great Candidates
Written by
Matt
Updated over a week ago
Candidate Request Availability
Written by
Matt
Updated over a week ago
Quick Add Candidates
Just found a hot Candidate? You can get them into Vincere with just a few clicks
Written by
Matt
Updated over a week ago
How to post a Job
Let's attract some new juicy Candidates
Written by
Matt
Updated over a week ago
Archiving and Deleting Candidates
Learn how to archive or delete candidate(s)
Written by
Ines
Updated over a week ago
Offer Approvals
An easy way to ensure offers are consistent
Written by
Matt
Updated over a week ago
Table View and Smart View configuration
Filters designed to streamline your recruitment needs
Written by
Mike
Updated over a week ago
How to copy a job
You can create a new job with using an existing job template in Vincere.
Written by
Matt
Updated over a week ago
How do interviews in Vincere work?
Follow these steps to Interview Success ✅
Written by
Matt
Updated over a week ago
Linking a Contact to a Candidate
Linking Contacts and Candidates together
Written by
Mike
Updated over a week ago
ATS
How to shortlist a candidate
The many ways to shortlist a candidate in Vincere
Written by
Mike
Updated over a week ago
Configuration
Candidate Doc Document Builder
How to create candidate documents templates
Written by
Ines
Updated over a week ago
Self-Bill Invoice Builder
Written by
Ines
Updated over a week ago
Templated User Roles
Written by
Ines
Updated over a week ago
LiveList™ Settings
Configure columns for your LiveList™
Written by
Linh Dory
Updated over a week ago
Umbrella & Limited Companies Settings
All you need to know about Umbrella & Limited Companies in Vincere
Written by
Linh Dory
Updated over a week ago
How to Set Up Onboarding Documents
How to setup different types of Doc Checks in Vinny
Written by
Linh Dory
Updated over a week ago
Custom Status for Candidate and Contact
How to customize statuses for candidate and contacts
Written by
Ginny
Updated over a week ago
Configure Custom Rejection Reasons
Pre-set rejection reasons for your consultants to choose from
Written by
Ginny
Updated over a week ago
How do I add my logo?
Branding your Vincere comms is super simple
Written by
Ines
Updated over a week ago
Configuring Candidate Sources
It's super easy to customise Candidate Sources to your business and processes
Written by
Ines
Updated over a week ago
Setting Sub-Statuses
Instantly see candidates statuses
Written by
Matt
Updated over a week ago
How to transfer a license
Learn how to transfer an existing licence to a new consultant / user?
Written by
Annabella
Updated over a week ago
How to configure candidate onboarding fields
Written by
Karen
Updated over a week ago
Export to CSV (Excel)
Vincere Super Users (Administrators) can export data to a CSV file.
Written by
Ines
Updated over a week ago
User Locations
Adding your companies office locations to Vincere
Written by
Ines
Updated over a week ago
How to send Bulk Emails
Written by
Ines
Updated over a week ago
Connecting your Emails to Vincere
Seamlessly connecting your emails
Written by
Matt
Updated over a week ago
How to Geotag Locations
You can 'Geotag' locations in Vincere using Google maps
Written by
Matt
Updated over a week ago
System Mail Settings
Always good to have a backup
Written by
Sam
Updated over a week ago
Adding and Configuring document types
Vincere can be configured to your company processes straight out-of-the box
Written by
Matt
Updated over a week ago
Understanding the default Candidate Sources in Vincere
Setting up Candidate Sources? Here's a quick overview of the default sources
Written by
Cherry
Updated over a week ago
Configuring CRM stages inside Vincere
Written by
Kieron
Updated over a week ago
Candidate Sources: Auto parse v.s. Data Import
Differences between Auto parsed, Data import & Instant Job Board
Written by
Annabella
Updated over a week ago
Changing Job Types
Perm, Contract, Temp - which are you?
Written by
Cherry
Updated over a week ago
Placement probability by stage
Start using Fee Forecast by putting the measurement from your business
Written by
Sam
Updated over a week ago
Types of custom fields
What sort of fields can you create?
Written by
Cherry
Updated over a week ago
CRM
Recruitment as a Service - Subscription Recruitment
All you need to know about RaaS & how to get them set up in Vinny
Written by
Ines
Updated over a week ago
Company Quick View
How to navigate Company Quick View
Written by
Mike
Updated over a week ago
Contact Merge
How to merge Contact records for a pristine database ✨
Written by
Lauren McCue
Updated over a week ago
Candidate Suitability
Tagging Suitability for the best Client-Candidate match 🤝
Written by
Lauren McCue
Updated over a week ago
Custom Status for Job and Company
Job & Company Statuses are now customisable, giving you even more flexibility
Written by
Karen
Updated over a week ago
Contact Quick View
How to navigate Contact Quick View
Written by
Mike
Updated over a week ago
CRM Contact Stage Automation
Create automation rules to update a Contact's Stage based on Contact activities
Written by
Linh Dory
Updated over a week ago
Multiple Billing Addresses
Multiple billing details for companies
Written by
Ginny
Updated over a week ago
How to delete a Company
Written by
Karen
Updated over a week ago
LiveList™ - FAQs
Find answers to the most commonly asked questions about the LiveList™
Written by
Annabella
Updated over a week ago
Jobs Table Analytical View
Ideal for managers: full visibility into the Job pipeline with new filter to drill down into jobs, teams, active jobs and more.
Written by
Ginny
Updated over a week ago
Company Profile
How to navigate company profiles
Written by
Mike
Updated over a week ago
Adding Contacts
Just found a hot Contact? You can get them into Vincere with just a few clicks
Written by
Kieron
Updated over a week ago
Contact Profile
How to navigate Contact profiles
Written by
Mike
Updated over a week ago
Send Documents to Contacts - Using Vincere email
How to send documents to contacts
Written by
Ginny
Updated over a week ago
Contact Table View
Navigate the Contacts tab 🔎
Written by
Ginny
Updated over a week ago
How to delete a contact
Written by
Ines
Updated over a week ago
Move Companies and Contacts down the pipeline
Learn how to move Companies and Contacts down the CRM pipeline
Written by
Kieron
Updated over a week ago
Company Location Types
Multiple locations all in one view
Written by
Ines
Updated over a week ago
Send Documents to Contacts - Using SignRequest
How to send documents using SignRequest
Written by
Ginny
Updated over a week ago
What is a Job Lead?
Jobs vs Job Leads
Written by
Matt
Updated over a week ago
Creating Distribution Lists (Contacts)
Distribution Lists are groups of Contacts which allow you to action in bulk
Written by
Ines
Updated over a week ago
Bulk add Contacts to Distribution List
Need to add more than 200 Contacts to a Distribution List? Here's how.
Written by
Annabella
Updated over a week ago
Merge Companies ⚡
Easily clean up your duplicates
Written by
Annabella
Updated over a week ago
Departments
You can now configure departments within companies, and then assign those departments to contacts within that company.
Written by
Ginny
Updated over a week ago
Company Table View
Navigate the Companies tab 🔎
Written by
Ginny
Updated over a week ago
Adding Companies
Create companies in one click
Written by
Matt
Updated over a week ago
Move Contacts 💼
Has your client moved to a new company? No problem.
Written by
Annabella
Updated over a week ago
Search
Application Advanced Search
Written by
Linh Dory
Updated over a week ago
New Faceted Search 🔎
Refine and filter your Candidate searches using facets 💎
Written by
Lauren McCue
Updated over a week ago
Updates to Advanced Search
We’ve improved the Usability & UI to make your Search experience even more intuitive than ever - no more Boolean knowledge required.
Written by
Linh Dory
Updated over a week ago
Search - Article Index
The best way to find the article you're looking for 🚀
Written by
Ines
Updated over a week ago
Advanced Search Overview
Learn the key features & see the new advanced search in action
Written by
Annabella
Updated over a week ago
Easier Search Navigation
Radius search when shortlisting, quick jump to advanced search and 'previous screen' button
Written by
Ginny
Updated over a week ago
Quick Search
Know what you're looking for? Find it quickly and easily 🔎
Written by
Ginny
Updated over a week ago
Boolean Search Operator: NOT
How does the NOT operator work?
Written by
Cherry
Updated over a week ago
Boolean Search Modifier: ASTERISK *
How does the ASTERISK when searching work?
Written by
Cherry
Updated over a week ago
Boolean Search Operator: OR
How does the OR operator work?
Written by
Cherry
Updated over a week ago
Boolean Search Modifier: QUOTATION MARKS ” “
How do QUOTATION MARKS when searching work?
Written by
Cherry
Updated over a week ago
Boolean Search Operator: AND
How doe the AND operator work?
Written by
Cherry
Updated over a week ago
Boolean Search Modifier: BRACKETS ( )
How do BRACKETS when searching work?
Written by
Cherry
Updated over a week ago
Improvements to Advanced Search
Country dropdown to enhance accuracy for postcode searches
Written by
Ginny
Updated over a week ago
How do I save a search? 💾
Introducing saved search
Written by
Matt
Updated over a week ago
How to search for a Distribution list
Learn how to find your Distribution List and drill down further with Auto Boolean operators
Written by
Cherry
Updated over a week ago
Search Availability
Search for specific candidate availability
Written by
Mike
Updated over a week ago
Share Saved Searches
Collaborate with colleagues by sharing
Written by
Ginny
Updated over a week ago
How to turn off auto-boolean formatting in the Advanced Search
Hide quotations and brackets with the click of a button
Written by
Ginny
Updated over a week ago
LinkedIn Search
Finding those juicy Candidates on LinkedIn and bringing them straight into Vincere 🍊
Written by
Ines
Updated over a week ago
Advanced Search Hacks 🔥
Getting the most out of our Boolean Operators | AND NOT OR ( ) * ""
Written by
Matt
Updated over a week ago
Find Similar Candidates 🔎
A candidate search, straight from the profile
Written by
Ginny
Updated over a week ago
How does auto-matching work?
Understand the mechanics of auto matching & supercharge your candidate search 🚀
Written by
Annabella
Updated over a week ago
How to Search for Resumes/CVs
Learn how to quickly search within Resumes/CVs
Written by
Matt
Updated over a week ago
Radius Search 🌏
Source those Candidates nearby!
Written by
Sam
Updated over a week ago
Improvements to Radius Search
Upgrades to make things even clearer 🔎
Written by
Ginny
Updated over a week ago
Auto Boolean Operator | Advanced Search
Understand what Auto Boolean Operators are, and how they work in Advanced Search
Written by
Annabella
Updated over a week ago
Fuzzy Search | Advanced Search
Understand what Fuzzy Search is, and how to use it in Advanced Search
Written by
Annabella
Updated over a week ago
Wildcard Search | Advanced Search
Understand what Wildcard Search is, and how to use it in Advanced Search
Written by
Annabella
Updated over a week ago
Search 'Null' | Advanced Search
Want to search for empty fields? Here's how you can get a list of fields with null values.
Written by
Annabella
Updated over a week ago
Search Usability Updates
New behaviors & functionalities to supercharge your search experience
Written by
Matt
Updated over a week ago
Fuzzy Search versus Wildcard Search
Understand the difference between fuzzy search & wildcard search, and when to use it
Written by
Annabella
Updated over a week ago
Matching % Columns | Advanced Search
Understand what the Matching Column is, what it does & how it works.
Written by
Annabella
Updated over a week ago
Searching by Last Activity Dates for Business Development
Learn how to find a list of Contacts / Candidates based on Last Activity dates to enhance your business development efforts
Written by
Annabella
Updated over a week ago
Data Import
Undo Database Import
Need to revert the data import?
Written by
Cherry
Updated over a week ago
Parsing credits 🌟
Automated Bulk Parsing
Written by
Ines
Updated over a week ago
Auto parsing CVs/ Resumes
Parse individual CVs using advanced Daxtra technology
Written by
Matt
Updated over a week ago
GDPR
GDPR - Article Index
The best way to find the article you're looking for 🚀
Written by
Ines
Updated over a week ago
What is GDPR?
Winning at Compliance made easy
Written by
Annabella
Updated over a week ago
GDPR Compliance and Candidate Consent
Requesting candidates’ consent for data collection and representation 🤝
Written by
Linh Dory
Updated over a week ago
GDPR FAQs ⁉️
We've got your back G (DPR)
Written by
Matt
Updated over a week ago
GDPR 101 | Quick Overview
All things GDPR
Written by
Matt
Updated over a week ago
GDPR Compliance Toolkit
The ins and outs of GDPR
Written by
Annabella
Updated over a week ago
GDPR Compliance Toolkit (Part 2)
Setting up GDPR Compliance within Vincere
Written by
Matt
Updated over a week ago
GDPR Compliance FAQs
Q&A on everything GDPR
Written by
Cherry
Updated over a week ago
Consent to Keep Vs Consent Given [GDPR ]
How to track GDPR compliance
Written by
Cherry
Updated over a week ago
Deutsches Help Center
Job Hinzufügen
C
Written by
Christina
Updated over a week ago
Pipelines verstehen (Ampelsystem) 🚦
Was bedeuten eigentlich alle Zahlen in Vincere?
C
Written by
Christina
Updated over a week ago
Verteilerlisten erstellen (Kontakte)
C
Written by
Christina
Updated over a week ago
Erstellen von Talent Pools (Kandidaten)
C
Written by
Christina
Updated over a week ago
Verbinden Sie Ihre E-Mails mit Vincere
Verbinden Sie Ihre E-Mails mit Vincere
C
Written by
Christina
Updated over a week ago
Kandidaten LiveList™
C
Written by
Christina
Updated over a week ago
Dürfen wir vorstellen: Velocity 💻
C
Written by
Christina
Updated over a week ago
Kandidaten entlang der Pipeline bewegen
C
Written by
Christina
Updated over a week ago
Erweiterte Suche - Hacks 🔥
C
Written by
Christina
Updated over a week ago
ヘルプセンター
メールテンプレートの作成
Written by
Takashi Matsui
Updated over a week ago
Null検索
Written by
Takashi Matsui
Updated over a week ago
あいまい検索(Fuzzy Search)
Written by
Takashi Matsui
Updated over a week ago
候補者をショートリストする
Written by
Takashi Matsui
Updated over a week ago
CRMステージ名の編集
Written by
Takashi Matsui
Updated over a week ago
候補者の流入経路の設定
Written by
Takashi Matsui
Updated over a week ago
候補者の統合(マージ)
Written by
Takashi Matsui
Updated over a week ago
データインテグリティダッシュボード
Written by
Takashi Matsui
Updated over a week ago
ファセット検索
Written by
Takashi Matsui
Updated over a week ago
候補者をショートリストする
Written by
Takashi Matsui
Updated over a week ago
求人を追加する
Written by
Takashi Matsui
Updated over a week ago
候補者のアーカイブと削除
Written by
Takashi Matsui
Updated over a week ago
メーリングリストを作成する
リストを作って一括アクションできるようにしよう
Written by
Takashi Matsui
Updated over a week ago
タレントプールを作成する
タレントプールは一括でアクションを行うための候補者のグループです
Written by
Takashi Matsui
Updated over a week ago
コンタクトを追加する
新規のコンタクトを追加しよう
Written by
Takashi Matsui
Updated over a week ago
企業を追加する
新規で企業を追加しよう
Written by
Takashi Matsui
Updated over a week ago
候補者を追加する
新しく候補者を追加しよう
Written by
Takashi Matsui
Updated over a week ago
タスクアクションを設定する
タスクアクションの追加・編集をします
Written by
Takashi Matsui
Updated over a week ago
サブステータスを設定する
候補者の詳細ステータスを設定しよう
Written by
Takashi Matsui
Updated over a week ago
ロゴを追加する
ロゴを追加してシステムを自社ブランド化しよう
Written by
Takashi Matsui
Updated over a week ago
チームを設定する
チーム毎の管理をしよう
Written by
Takashi Matsui
Updated over a week ago
ユーザーを追加する
ユーザーの管理方法を覚えましょう
Written by
Takashi Matsui
Updated over a week ago
ユーザープロフィールの設定
ユーザープロフィールの設定方法を学ぶ
Written by
Takashi Matsui
Updated over a week ago
メールアドレスをVincereと連携する
シームレスにメールと連携
Written by
Takashi Matsui
Updated over a week ago