- Notifications within Top Echelon Recruiting Software are a way of letting you know when certain actions are completed within the software (i.e. Contact Imports, Exports, Reports, Merges, records added to one of your Pipelines)
- To review notifications
- Locate and click on the bell icon in the top right corner of the software
- A number in a red box should appear in the top right corner to alert you of any new notifications
- Clicking on the notifications bell will clear the red number and display your 10 most recent notifications and links to review the completed actions
- Locate and click on the bell icon in the top right corner of the software
Top Echelon Recruiting Software Navigation
Top Echelon Recruiting Software Sidebar Functions and Lists
- The Sidebar allows for quick access to various Top Echelon Recruiting Software functions and lists
- To expand the Sidebar, click the three-dot arrow icon in the top right corner of the software
- The Sidebar will remain in this expanded view until you choose to minimize it
- To minimize the Sidebar, click the X to the left of the Sidebar icons
- The Sidebar is made up of six different icons: Daily Agenda, Pinned, Hotlists, Recent, Help, and Settings
Top Echelon Recruiting Software Navigation Features
- Main Navigation Bar (top left corner of Top Echelon Recruiting Software)
- TE Logo will return you to the main dashboard
- People, Companies and Jobs will direct you to the corresponding dashboard
- Planner will display all Activities for a selected time frame
- Email will display recently sent emails along with other email related options
- Reports will allow you to run a new or saved report
- Notification bell – will let you know when certain actions are completed within the software (ex – exports, reports, merges)
- Plus sign icon – click to add a new Person, Company or Job Order record
- Quick Find – quickly look up a specific record when needed
- Sidebar – access your Daily Agenda, Pinned Records, Hotlists, Recent Records, Help Center and Settings
How to Use Top Echelon Recruiting Software’s Quick Find Function
- Click and begin typing in the Find box in the top right corner of the software
- You can search for any record type (People, Companies, Jobs) based on Name, ID, Title, Phone Number, or Email Address
- As you start typing, matching results will populate underneath
- Click on the appropriate record to view the corresponding Datasheet