Access REC Consolidated

This article explains how to set up an organisational chart, linking subsidiaries with organisations (child records).

Organisational Chart

To request a new feature be added to Access Recruitment CRM, we can add it to the wish list for you.

Wishlist or wanted feature

It is possible to change the default CV Naming format of the CV when sending a CV from the system.

Change the CV Naming Format on CV Send emails

Some imported pdf CVs files are displaying a black box, stopping users from seeing the information.

Some imported PDF CVs display black box

In this article, we explain the process on amending the size of an existing custom column.

Why can I not alter the size of an existing custom column?

Terence Cassidy

Explore the different features available in the system.

Features

This article explains what the function of the 'subject access request' feature is on a candidate / applicant record, and how to use it.

Subject Access Request

This article provides information about what to do if your applicant / candidate asks to exercise their right to be forgotten, and explains how you can comply in a few…

Right to be Forgotten

In this article, we take you through the process on all your data protection queries.

Data Protection queries

Changing an applicant/contacts profile (eg: change primary consultant to secondary consultant or change or add an address) the RTBF button greys out. You then need to search for the applicant/contact…

Right to be forgotten button greyed out

This article provides information about what is actually done to the various fields when a "Right to be forgotten" request is actioned.

Fields affected by Right to be forgotten request

How to get compliance certificates, security documentation, and completed questionnaires, e.g. ISO 13485, GMP validation, security/cyber risk assessments, supplier assurance forms for Unleashed and The Access Group.

Get compliance and security documentation for The Access Group

GDPR

This article explains how you can batch update attributes for applicants such as skills or qualifications.

How can I batch update attributes for applicants?

This functionality will allow the mailshot options to be quickly and easily updated for both applicant and contact records tagged in the focused saved tag file.

Bulk Processing – Batch Mailshot Options

Easily update clients from current status value to the new selected status.

Bulk Processing – Client Batch Status Update

Easily update all applicant status records within the focused saved tag file from their current value to the new selected status value.

Bulk Processing – Applicant Batch Status Update

Easily update your sector assignments in bulk from a saved tag file.

Bulk Processing – Batch Sector Assignment

Easily assign users to existing or to new sectors via the Sector Maintenance screen.

Bulk Processing – User's Assignment

Streamline high volume data and transaction processing, enabling you to handle large scale updates efficiently. This is a suite of 5 widgets which include adding the following functionality to your…

Bulk Processing Suite of 5 Widgets

You are able to move records from one Consultant to another in bulk using the User Re-assign function available within Access Recruitment CRM.

Reassign data from one user to another

Bulk Processing

This article provides more information on how to use the Client Business Development tools.

Client Business Development

This article explains how to use the the Candidate Care screen to find applicants that have not been contacted recently.

Candidate Care

This article explains how to use the Contact Business Development screen to find which of your Contacts need to be contacted.

Contact Business Development

Business Development

Using the Access Digital Assistant in Access Recruitment CRM.

Access Digital Assistant

We have noticed that the Support Assistant Feature is obscuring the Toast messages.

Access Digital Assistant icon obscuring 'toast' error messages

This article explains why some users may not see the AI Chatbot when they click on the Access Digital Assistant icon.

Some users not able to use the AI Chatbot (Access Digital Assistant)

This article explains what to do if the Access Digital Assistant icon is no longer showing in Access Recruitment CRM.

Access Digital Assistant not showing

How Access Digital Assistant (ADA) can help you

Digital Assistant

Choosing what information appears on the KPI report.

Set up or change the KPI report

This article explains what to do if some of your consultants are not showing in the KPI report app available on the Access Evo (Workspace) dashboard.

Consultant not showing on KPI report app

KPI Reports

This article explains how to set up a business- or industry- specific language to use in the Access Recruitment CRM system.

Set up a custom language in the system

Language

This article explains what to do if the WalkMe bar is obscuring data on your screen.

WalkMe bar is obscuring data on my screen

This article explains what to do if the Walk Me Through ... bar is no longer showing in Access Recruitment CRM.

Walk Me Through bar not showing

WalkMe Through

🔧Status Dashboard

Recruitment Agencies

Access Recruitment CRM

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Create your workspace and invite the people you work with.

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Connect the tools your team already uses to bring data in.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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