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Users
Users can access and utilise the platform’s features for personal use or team-related activities, depending on their assigned permissions.
Money
Hire
- How to Reject a candidate
- How to add a new Job
- Reminder for Screening Completion
- How to edit Job Description
- Schedule Screening for a Candidate
- How to update a Job
- How to add a new Candidate
- Schedule Interview
- Put Candidate On Hold
- Reconsider a Candidate After Rejection
- Filter Candidates in Hire Pipeline
- Search Candidates in Hire Pipeline
- Move Candidate Out of Hold Stage
- Action Button in the Hire Pipeline
- Access Job Description from Hire Pipeline
- Removing Tags from Candidate Cards
- Renaming Tags in the Hiring Pipeline
- Edit Candidate Details in Hire Pipeline
- Send an Offer Letter
- Send a Contract Letter
- Auto-Reject Conditions
- Candidate Evaluation Overview
- Viewing Panelist-Filled Interview Scorecard
- How to Share Candidate Profile
- How to Export Candidate Profile
- How to Customise the Hire Pipeline
- How to Publish a Job on LinkedIn
- How to fill interview scorecard
- Scheduling the Onboarding Invitation for a Later Date
- Deleting Tags from the Hiring Pipeline
- Bulk Upload Candidates
- Bulk Schedule Screening for Candidates
- How to Remove a Candidate from a Job
- How to Open Candidate Profile in a New Tab
- How to Add Notes and Tag People
- How to Post Jobs on Google, Adzuna, Monster, Careerjet, and Jooble
My Time Off
Learn
- Create Custom courses
- Learn: Create and Manage a Custom Course with Quizzes
- Edit Custom Courses
- Assign a Course to Employees
- Trainer Sign-Off for Course Completion
- Complete Course on behalf of Learners and track progress
- Enable Completion Acknowledgement for Courses
- Access Assigned Courses
- Download Your Course Certificate
- Publish a Drafted Custom Course
Candidate Pool
- Edit Candidate Details
- Download Candidate Data
- Filter On Hold Stage in the Candidate Pool
- Filter Candidates by Source in the Candidate Pool
- Filter Candidate based on stage
- Delete Candidate Profile from system
- Candidate Pool Actions
- Filter Candidates by Job in the Candidate Pool
- Adding Tags to Candidate Cards in the Hiring Pipeline
- View Candidate Details
- Onboarding a Candidate in the Hire Module
Reviews
My Task
My Profile
- Access and Manage Personal Tab in My Profile
- Access and Manage My Profile
- Add Basic Information to My Profile
- Edit Basic Information in My Profile
- Add Domestic Details and Dependent Information to My Profile
- Edit Domestic Details and Dependent Information in My Profile
- Edit Personal Summary in My Profile
- Add Emergency Contact to My Profile
- Edit Emergency Contact in My Profile
- Add Family Member in My Profile
- Add Personal Summary to My Profile
- Access and Manage Work Tab in My Profile
- Edit Family Member in My Profile
- Add Job Information to My Profile
- Edit Job Information in My Profile
- Add Essential Record in My Profile
- Edit Essential Record in My Profile
- Edit EEO (Equal Employment Opportunity) in My Profile
- Edit Bank Details
- Add Tax Information
- Add Assets in My Profile
- Edit Assets in My Profile
- Add Training in My Profile
- Edit Training in My Profile
- Add EEO (Equal Employment Opportunity) in My Profile
- Add Document in My Profile
- Add Bank Details
- Edit Tax Information
- Edit Bonus Information
- Add Compensation Information
- Edit Compensation Information
- My Expenses
- Access and Manage Documents in My Profile
Group View
My Expense
My Invoice
Org Chart
Team Time Off
Login Page
Wellbeing
Forget Password
Change Password
Need Help
Messages
- Send Message to Candidate
- Send Job Description to Candidate via Email
- Save Draft of Message to Candidate
- Attach Files and Send to Candidate
- Include Internal Users in Emails
- View Sent Emails in Candidate Overview and Message Module
- Search and Filter Emails to Candidates
- Add CC and BCC to Emails in Plumm
- Pin or Unpin an Email
- Mark Email as Read or Unread
- Flag or Unflag an Email
Dashboard
- Why Can’t I See Certain Widgets on My Dashboard?
- View and Manage Your Time Off from the Dashboard
- Track and Complete Your Tasks from the Dashboard
- View Your Leave Balance from the Dashboard
- Track and Update Goals from the Dashboard
- View and Manage 1-on-1s from the Dashboard
- Manage My Expenses from Quick Actions
- Track My Tasks from Quick Actions
- Use the Quick Actions Widget on the Dashboard
- Track My Time Off from Quick Actions
- Payroll Summary
- Create a Post on the Feed
- Create a Poll on the Feed
- Send Kudos to Colleagues
- Delete a Post from Feed
- Create an Announcement on the Feed
- Delete a Comment from Feed
- Remove a Reaction from a Post
- Manage My Invoices from Quick Actions
- Clock In Widget
