Recruitment Process & User Adoption | Access Recruitment CRM Help Centre

The Recruitment Process & User Adoption Excellence Pathway is designed to help recruitment teams successfully embed Access Recruitment CRM into their day-to-day operations. It aligns efficient recruitment workflows with strong user engagement, ensuring the CRM is not only implemented but actively adopted in a way that delivers measurable business outcomes.

Wherever you are on your journey with Access Recruitment CRM, a range of tools, guidance, and expertise is available to support you in achieving success.

Pathway Stages

· Establish - Build strong foundational understanding of Recruitment Workflows within ARCRM

· Evolve - Enhance capability and improve efficiency across recruitment processes

· Excel – Strengthen recruitment capabilities and maximise workflow effectiveness

🤓 Tip: If you would like additional support whilst navigating this pathway, please contact your Customer Success Manager or Account Manager for further information.

Links to knowledge articles

Our Access Recruitment CRM help centre has lots of information to help you through your journey.

Theme	Title	Level
Applicant	Convert saved CVs to .pdf when sending out	Establish
Applicant	How to add a CV	Establish
Applicant	Unable to view all applicants other than my own	Establish
Applicant	Applicant Tabs and View Menu	Establish
Applicant	Create an Applicant	Establish
Applicant Actions	List of future interviews	Establish
Applicant Actions	How to send multiple CVs to ONE contact	Establish
Applicant Actions	How to send a contact one email with multiple interview confirmations	Establish
Client	Add a new Contact	Establish
Client	Client Tabs and View and Financial Menu	Establish
Client	Create a Client	Establish
Contacts	Contact Tabs and View Menu	Establish
Contacts	Create a Client Contact	Establish
CV Parser	How to create an Applicant Record using CV Parser	Establish
General	Browser back button loses what we are working on	Establish
General	Filter on multiple values	Establish
General	How can I quickly return to the dashboards (home screen)	Establish
General	Spell check of documents	Establish
General	Notifications to Users	Establish
Jobs	How to use the Job Creation Wizard	Establish
Jobs	Permanent Job Tabs and View Menu	Establish
Jobs	Temp Contract Job Tabs and View Menu	Establish
Notebook	How to View another users notebook	Establish
Placements	Create and attach placement documents	Establish
Search	Perform a search for Contacts or Clients	Establish
Search	Perform an Applicant search	Establish
Timesheet Management	Batch Timesheet Management	Establish
Invoicing	How do I create an invoice for a Permanent Placement	Establish
Applicant	Different payment types in the system	Evolve
Applicant	Candidate Care	Evolve
Applicants	How can I batch update attributes for applicants?	Evolve
Client	Client Business Development	Evolve
Client	Is there the facility within RCRM to manage Purchase Orders?	Evolve
Client	Organisational Chart	Evolve
Contacts	Contact Business Development	Evolve
General	How to view record lists as a table grid (or vice versa)	Evolve
Jobs	Adding a Job template	Evolve
Mailshots	Create a mailshot	Evolve
Projects	Projects	Evolve
Rates	Client Default Rates Not Pulled Through To New Jobs	Evolve
Search	Searching in Access Recruitment CRM	Evolve
Timesheet Import	Use the Timesheet Import	Evolve

Applicant Tabs and View Menu

Legislation & Compliance Management

Advanced Configuration & Automation

Continual Improvements - Release Notes - FY25 Q3

Continual Improvements - Release Notes - FY26 Q2