Welcome to the SearchSoft Help Site!

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Welcome to the SearchSoft Help Site!

The menu below will guide you through the different topics you will find on this help site. As always, if you cannot find the answer you are looking for here, feel free to call us at (800) 977 6735, email to help@, or visit the People Admin Community.

Contents

Welcome to the SearchSoft Help Site! ................................................................................................................... 1 Account Information Related Topics.................................................................................................................. 4 Basic Account Information ......................................................................................................................... 4 How to Change Password ........................................................................................................................... 4 How to Change Username .......................................................................................................................... 5 Having trouble logging in ........................................................................................................................... 5 Basic System Navigation & Use......................................................................................................................... 8 Applicant Viewing Options ........................................................................................................................ 8 Preview ....................................................................................................................................................... 8 Clicking on the Applicant's name ............................................................................................................... 8 Applicant Search Result Page ..................................................................................................................... 9 Applicant Result Page Mass Actions ........................................................................................................ 10 Logout ....................................................................................................................................................... 11 Required Fields and Records .................................................................................................................... 11 Jobs ................................................................................................................................................................... 12 Managing Jobs .......................................................................................................................................... 12 Job Form ................................................................................................................................................... 12 Standard Job Fields ................................................................................................................................... 12 Save / Edit Options on Job Form .............................................................................................................. 14 Adding Jobs .............................................................................................................................................. 14 Users who should always see this posting ................................................................................................ 15 Request to Post.......................................................................................................................................... 16 Editing Jobs............................................................................................................................................... 18 Viewing Jobs............................................................................................................................................. 18 Deleting Jobs............................................................................................................................................. 18 Archiving Jobs .......................................................................................................................................... 18 Archiving Jobs Steps................................................................................................................................. 19 Viewing Archived Jobs............................................................................................................................. 19 Copying Jobs............................................................................................................................................. 19 Working with Applicants in Jobs...................................................................................................................... 20 Viewing Interested Applicants.................................................................................................................. 20 Viewing Highly Qualified Interested Applicants ..................................................................................... 20 Refine Interested Applicants Results ........................................................................................................ 20 Add an Applicant to a Job......................................................................................................................... 20 Adding an Applicant to a Job Posting (Expressing Interest in an applicant for a posting) .................... 21 Change Applied Job Status ....................................................................................................................... 21 How to Hire Applicants ............................................................................................................................ 22 Status................................................................................................................................................................. 25 Applied Job Status .................................................................................................................................... 25 Job Search ................................................................................................................................................. 26

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Searching........................................................................................................................................................... 27 Wildcards Characters ................................................................................................................................ 27 Multiple Selections Within a Single Search Box...................................................................................... 27 Types of Searches ? Search Logic ............................................................................................................ 27 Applicant Searching.................................................................................................................................. 27 General Information Searching................................................................................................................. 27 Miscellaneous Information Searching ...................................................................................................... 29 Certification/License Searching................................................................................................................ 30 Education Searching ................................................................................................................................. 30 Application/Account Activity ................................................................................................................... 31 Background Information Searching .......................................................................................................... 32 Folders....................................................................................................................................................... 32 Step by Step Adding a Folder ................................................................................................................. 32 Folder Visibility ........................................................................................................................................ 33

Printing.............................................................................................................................................................. 33 User Rights................................................................................................................................................ 33 How to Print .............................................................................................................................................. 33

Data ................................................................................................................................................................... 35 Export Applicant Data .............................................................................................................................. 35 Exporting Data Using a Saved Search ...................................................................................................... 35

System Administration...................................................................................................................................... 36 Corporation/District Profile ...................................................................................................................... 36 Social Media Display................................................................................................................................ 36 UI (User Interface) Theme........................................................................................................................ 38 Active Employees ..................................................................................................................................... 38 How to Create a New User ....................................................................................................................... 39 How to edit a user's password .................................................................................................................. 42 User Groups .............................................................................................................................................. 44

User Access Rights ........................................................................................................................................... 44 User Access Rights ................................................................................................................................... 44 Expiration Option...................................................................................................................................... 44

Email Administration........................................................................................................................................ 46 New Applicant Email................................................................................................................................ 46 Not Hired Email ........................................................................................................................................ 47 Job Application Acknowledgement .......................................................................................................... 48 Rich Text Email ........................................................................................................................................ 49 Undeliverable Emails................................................................................................................................ 51

Deactivated Accounts ....................................................................................................................................... 52 What is a Deactivated Account................................................................................................................. 52 How to Deactivate Employee Users ......................................................................................................... 53

Account Recovery............................................................................................................................................. 53 Content Management ........................................................................................................................................ 57

List Editor ................................................................................................................................................. 57 Creating a New Applicant Status .............................................................................................................. 57 Modify Job Form ...................................................................................................................................... 57 Modify Application Forms ....................................................................................................................... 58 Modify System Statuses............................................................................................................................ 58 Advanced Features............................................................................................................................................ 58 eReference................................................................................................................................................. 58 Email History ............................................................................................................................................ 59

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Scanning Module ...................................................................................................................................... 61 Scanning Module on Mac ......................................................................................................................... 62 License Verification.................................................................................................................................. 63 Event Scheduling .......................................................................................................................................... 63 Creating an Event...................................................................................................................................... 63 Manage Event Slots .................................................................................................................................. 64 Inviting Attendees ..................................................................................................................................... 65 User Rights................................................................................................................................................ 67 FAQ................................................................................................................................................................... 67 Account Recovery Process ....................................................................................................................... 67 Product Technical Requirements .............................................................................................................. 67 Enable Pop Ups to Allow Printing............................................................................................................ 68

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Account Information Related Topics Basic Account Information

The Account Information tab shows the following basic information about your account: First and Last Name The date your account was created Username Email Address associated with the account (*Email address is always a required field) Email Options

How to Change Password

You can change your password from the Account Information menu.

To change your password simply enter the new password twice for confirmation. When you have finished, click "Change Password."

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How to Change Username

You can change your username from the Account Information menu.

Your current username will be displayed in the Username field. If you would like to change it, simply type in the new username and click "Save and Next."

Having trouble logging in

Employers and Applicants have the ability to retrieve their own username/password information. On the Applicant and Employer Login page, you will see "having trouble logging in?" link below the "Login" button.

Once the user clicks on "having trouble logging in?" a new screen will appear:

6 1. Enter the email address 2. Click "Send Recovery Email" Upon clicking "Send Recovery Email" the user will receive a confirmation email.

Once you receive the "Account Recovery" email you will have 48 hours to use the link in this particular email to recover your account. If you fail to use the link within that 48 hours of receiving the email, the link will become invalid. You will have to go through the process once more. This email will also remind you of your username.

Once you click on the link, it will take you to the "Change Account Password" page. 1. Enter your new password 2. Confirm you new password 3. Click Save and Next

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You will receive a confirmation page that will remind you of your username. If you click the "Continue" link, it will immediately take you into the system.

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Basic System Navigation & Use Applicant Viewing Options

When viewing a list of applicants resulting from a search or from selecting interested applicants next to a job posting there are two options for viewing the application Preview or Click directly on the applicant's name.

Preview

The Preview link to the left of the applicant's name presents the application in a condensed format similar to a resume or summary of the full application. The Preview is opened in a new window or in a new tab depending on your browser's configuration. Once you are finished reviewing the application, close that window or tab and you will see the list of applicants again that will allow you to select another application to Preview.

Clicking on the Applicant's name

Clicking the applicant's name presents the complete details of the

application.

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