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