Adapt Training Articles
User guides to all sections of the Adapt system
151 articles
- Longlisting Candidates to Jobs
- Shortlisting Candidates to a Job
- Arranging Interviews
- Sending CVs to Contacts
- Interview Updates
- Reject Candidate
- Job Offer Process
- How to Place a Candidate into a Permanent Job Assignment
- How to Book a Candidate into a Temp Regular Job Assignment.
- How to Fill a Candidate into a Contract Job Assignment.
- GDPR - Using the Consent basis for processing data - Overview
- GDPR - Using the Consent Approach in Adapt
- GDPR - Using the Legitimate Interest basis for processing data - Overview
- GDPR - Using the Legitimate Interest Approach (and Other Processing Methods) in Adapt
- GDPR - Upholding Individual Rights - Overview
- GDPR Settings in Adapt
- Right to be Informed
- Right of Access
- Right to Rectification
- Right to Erasure (Right to be Forgotten)
- Right to Restrict Processing
- Right to Data Portability
- Right to Object
- Deleting an Individual for GDPR with dual roles in Adapt
- GDPR Eshot settings
- Steps required to Create a Temp Shift Job using RTDs and Frameworks
- Steps required to create a Temp Shift Job with No RTD or Framework
- How to Create a Framework
- How to Create Rate Matrices
- Creating Rate Time Definitions
- How to Link a Client to a Framework
- How to Create a Temporary Shift Job with No RTD
- How to Create new Temp Shift Jobs using RTDs
- How to Create Shifts for Temp Shift Jobs
- How to Create Shift Time Definitions for Shift Types
- Creating Timesheets for Temp Shift Assignments
- Filling Shifts from the Shift Info page
- Temp Shift Rate Updates and Settings
- Using the Temp Desk
- Temp Desk Single Shift Filling using Drag and Drop
- Temp Desk Bulk Shift Booking using Drag and Drop
- Examples of creating a Temp Shift Job, with various Shifts and Rates using a Shift Rate Time Definition (SRTD) .
- Example of creating a Temp Shift Job, with various Shifts and Rates using a Time Bands Rate Time Definition.
- Example of creating a Temp Shift Job, with various Shifts and Rates using a Daily Rate Time Definition.
- Example of creating a Temp Shift Job, with various Shifts and Rates using a Weekly Rate Time Definition.
- Compliance & Onboarding Overview
- Onboarding & Compliance Settings
- Creating an Item for Compliance and Onboarding
- Creating a Package for Compliance/Onboarding Items
- Compliance & Onboarding on the Client and Job records.
- Compliance & Onboarding on the Candidate record
- Compliance & Onboarding on the Assignment record
- Is the Candidate compliant for the Job?
- Creating a Candidate Compliance Summary Form
- How to create and use Data Searches
- Reformatting Search Results
- How to create a Document Search
- Using Logic in Document Searches
- Using AND, OR, AND NOT in Document searches
- Using Brackets in document searching
- Saved Search Results - Options menu
- Saved Search Results - Activities menu
- Saved Search Results - Batch menu
- Saved Results Settings
- Exporting Searches into Excel
- How to move or copy a saved search
- Adapt Standard Reports
- Working Temps Report
- Working Contractors Report
- AWR Report
- Missing Timesheets Report
- Timesheets Report
- Compliance Report of Candidate 'Check Types'
- Equal Opportunities Report
- Leads Report
- GDPR Consent/Permission Report
- GDPR Objections Report
- Onboarding and Compliance Status Report
- Activity Analysis Report
- Activity & Financial Analysis Report
- Analytics Report
- Candidate Source Report
- Client League Table
- CVs Sent and Interview Analysis Report
- Forecasted / Generated Revenue Report
- Job Activity By User Report
- Phone Calls Analysis Report
- Pipeline Report